Platform is a SaaS solution and requires no additional hardware for installation.
Vendor works with companies of all sizes and across multiple industries.
Contact vendor directly for case studies.
Shape is an all-in-one CRM solution that enables users to manage online marketing campaigns, organize sales pipeline, communicate with customers, and track and analyze sales data. The platform provides users with a centralized system for managing contacts and accounts, automatically enriches contact records while eliminating data entry processes, and enables users to share contact records, data, documents, dashboards and workflows.
The software generates KPI reports and enables users to monitor business data through business intelligence dashboards, records all customer interactions and messages, and is equipped with an integrated phone system that enables users to make calls directly from the system. Additionally, the platform auto-connects to Gmail, Outlook or custom email inboxes, is equipped with tools for creating and implementing email drip campaigns, and enables users to create data-driven, hyper-targeted marketing campaigns.
Shape Software was founded in 2017 and is headquartered in Irvine, California.