Shape
The All-in-One Business Management Solution
Overview
Shape is a cloud-based CRM and business management software designed for businesses in industries like mortgage, real estate, legal, and finance. It helps businesses manage their leads, clients, marketing, and sales pipeline in one platform.
✨ Key Features
- Lead Management
- Marketing Automation
- Sales Pipeline Management
- Client Portal
- Document Management
- E-signatures
- Reporting and Analytics
🎯 Key Differentiators
- All-in-one platform with a wide range of features.
- User-friendly interface.
- Competitive pricing.
Unique Value: Provides a comprehensive set of sales and marketing tools in a single, affordable platform.
🎯 Use Cases (3)
✅ Best For
- Increasing lead conversion rates for mortgage brokers
- Streamlining the client intake process for law firms
- Improving communication with real estate clients
💡 Check With Vendor
Verify these considerations match your specific requirements:
- B2C retail businesses
- Companies with very simple sales processes
🏆 Alternatives
Offers a broader range of built-in features, such as a phone dialer and SMS, compared to some other CRMs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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