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
- Highly customizable to fit different industry workflows
- Strong focus on automation and efficiency
Unique Value: Shape provides a single platform to manage the entire customer lifecycle, from lead to loyal client, for businesses in the mortgage, real estate, and legal industries.
🎯 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
Shape offers a more modern and all-in-one solution compared to many of its industry-specific competitors.
💻 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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