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Setshape Review

Product Snapshot

Product Pricing
  • Professional – $79+setup fee per seat per month
  • White Label – $99+setup fee per seat per month
Technology

Platform is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Vendor works with companies of all sizes and across multiple industries.

Select Customers

Contact vendor directly for case studies.

 

About Shape

Setshape 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.

About the Company

Setshape was founded in 2017 and is headquartered in Irvine, California.

 

Shape Key Features

  • Automated emails
  • Automated texts
  • Integrates with all industry-specific technologies
  • Responsive system designed for portability
  • Scheduling tools for scheduling calls with prospects and customers

 

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