Shape Software Features

Custom branding can be applied through signature process

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 12 reviewers of Shape Software have provided feedback on this feature.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 13 reviewers of Shape Software have provided feedback on this feature.

Based on 12 Shape Software reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 12 Shape Software reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 12 Shape Software reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 12 reviewers of Shape Software have provided feedback on this feature.

Based on 13 Shape Software reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 13 Shape Software reviews.

System provides sufficient customization to meet business requirements 10 reviewers of Shape Software have provided feedback on this feature.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 10 reviewers of Shape Software have provided feedback on this feature.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 11 Shape Software reviews.

Enables users to view and transact business with the same content in multiple languages and currencies. 10 reviewers of Shape Software have provided feedback on this feature.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. 11 reviewers of Shape Software have provided feedback on this feature.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 10 Shape Software reviews.

Syncs lead data within the sales database for consistency and accuracy

Provides analysis on lead scores, funnel insights, and both open and closed opportunities

Based on 11 Shape Software reviews. Allows signor to easily and intuitively sign documents

Reminds signors of documents that are waiting to be signed and document expiration dates 11 reviewers of Shape Software have provided feedback on this feature.

Process of authenticating is secure and seemless This feature was mentioned in 11 Shape Software reviews.

User can easy send and sign documents on mobile devices 11 reviewers of Shape Software have provided feedback on this feature.

As reported in 11 Shape Software reviews. Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Send documents requiring signature to 1000's of signers at once This feature was mentioned in 10 Shape Software reviews.

Based on 10 Shape Software reviews. Provides standard reports and easy creation of custom reports to manage signature process

Based on 11 Shape Software reviews. Easy to create signature blocks on all required electronic document types/formats

As reported in 10 Shape Software reviews. Meets required regulartory compliances

Tracks all document signing history to comply with required regulations 11 reviewers of Shape Software have provided feedback on this feature.

As reported in 11 Shape Software reviews. Provides features to allow scaling for large organizations

As reported in 20 Shape Software reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information 19 reviewers of Shape Software have provided feedback on this feature.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 20 reviewers of Shape Software have provided feedback on this feature.

Based on 20 Shape Software reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 20 Shape Software reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

As reported in 19 Shape Software reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. 19 reviewers of Shape Software have provided feedback on this feature.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. 19 reviewers of Shape Software have provided feedback on this feature.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. This feature was mentioned in 21 Shape Software reviews.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. 22 reviewers of Shape Software have provided feedback on this feature.

As reported in 20 Shape Software reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

As reported in 21 Shape Software reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

As reported in 20 Shape Software reviews. Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 20 Shape Software reviews.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. This feature was mentioned in 19 Shape Software reviews.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 19 Shape Software reviews.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. This feature was mentioned in 19 Shape Software reviews.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 19 reviewers of Shape Software have provided feedback on this feature.

Based on 12 Shape Software reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 12 Shape Software reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 11 reviewers of Shape Software have provided feedback on this feature.

Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 11 Shape Software reviews.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 11 reviewers of Shape Software have provided feedback on this feature.

As reported in 11 Shape Software reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

As reported in 20 Shape Software reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. 17 reviewers of Shape Software have provided feedback on this feature.

Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 19 Shape Software reviews.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. 20 reviewers of Shape Software have provided feedback on this feature.

Based on 21 Shape Software reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

As reported in 19 Shape Software reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. 16 reviewers of Shape Software have provided feedback on this feature.

Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. 16 reviewers of Shape Software have provided feedback on this feature.

Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. This feature was mentioned in 16 Shape Software reviews.

As reported in 16 Shape Software reviews. Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. 16 reviewers of Shape Software have provided feedback on this feature.

Based on 19 Shape Software reviews. Create and design emails with an editor; manage templates; personalize dynamically

Create targeted lists, schedule and manage bulk email sending. 18 reviewers of Shape Software have provided feedback on this feature.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. 17 reviewers of Shape Software have provided feedback on this feature.

Set up automated nurturing emails based on events, online activities, and lead scores 18 reviewers of Shape Software have provided feedback on this feature.

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. 17 reviewers of Shape Software have provided feedback on this feature.

Based on 17 Shape Software reviews. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

As reported in 16 Shape Software reviews. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Support mobile-optimized emails, online forms, and landing pages. This feature was mentioned in 16 Shape Software reviews.

As reported in 18 Shape Software reviews. Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.

Based on 17 Shape Software reviews. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.

Data quality consists of deduplication, cleansing, and appending your marketing database. This feature was mentioned in 17 Shape Software reviews.

Based on 17 Shape Software reviews. Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.

As reported in 16 Shape Software reviews. Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. This feature was mentioned in 16 Shape Software reviews.

Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. This feature was mentioned in 17 Shape Software reviews.

Based on 16 Shape Software reviews. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.

Sync lead, contact, account, and opportunity information with your CRM system. This feature was mentioned in 18 Shape Software reviews.

Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. 18 reviewers of Shape Software have provided feedback on this feature.

Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. This feature was mentioned in 16 Shape Software reviews.

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. 18 reviewers of Shape Software have provided feedback on this feature.

As reported in 18 Shape Software reviews. Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.

Based on 16 Shape Software reviews. Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.

Based on 16 Shape Software reviews. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. 16 reviewers of Shape Software have provided feedback on this feature.

Based on 15 Shape Software reviews. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.

As reported in 16 Shape Software reviews. Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time

Aligns lead scores with predefined lead distribution criteria

Matches and assigns leads to the correct sales representative

Determines which leads should be prioritized and then accelerates them up the pipeline

Integrates with lead capture and lead intelligence tools to discover leads

Creates and assigns scoring system to rank the viability of leads

Integrates with CRM or marketing automation tools to contextualize lead data

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities

Aligns lead scores and strategy with existing sales operations

Generate phone numbers native to a target location This feature was mentioned in 11 Shape Software reviews.

Create toll free numbers for tracking purposes 12 reviewers of Shape Software have provided feedback on this feature.

As reported in 12 Shape Software reviews. Transfer existing numbers into the call tracking system

Record which campaigns and landing pages are converting into phone calls 11 reviewers of Shape Software have provided feedback on this feature.

Assign a unique tracking number to each visitor 10 reviewers of Shape Software have provided feedback on this feature.

Decipher which marketing channels are converting and most effective 10 reviewers of Shape Software have provided feedback on this feature.

Direct a phone call without the need for a human representative, but instead a voice responder

Route calls based on the time of the day to reach the proper representative 11 reviewers of Shape Software have provided feedback on this feature.

As reported in 11 Shape Software reviews. Route calls based on location to reach the proper representative

As reported in 11 Shape Software reviews. Provide the representative with caller data upon receiving a phone call

As reported in 11 Shape Software reviews. Offer the ability to capture and replay a conversation for further information

As reported in 11 Shape Software reviews. Prepare detailed reports regarding call data by source, keyword, or landing page

Uses machine learning to analyze conversations and optimize call performance This feature was mentioned in 10 Shape Software reviews.

Records the rate at which emails are opened. This feature was mentioned in 12 Shape Software reviews.

Records the rate at which links in emails are followed. This feature was mentioned in 12 Shape Software reviews.

Records the rate at which email attachments are opened or downloaded. 11 reviewers of Shape Software have provided feedback on this feature.

Records calls for future reference. This feature was mentioned in 11 Shape Software reviews.

As reported in 10 Shape Software reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up.

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. This feature was mentioned in 11 Shape Software reviews.

Gathers contacts from integrated tools, allowing users to call with one click. 10 reviewers of Shape Software have provided feedback on this feature.

Has auto-dialing or predictive dialing functionality.

Retains a log of extraneous contact information such as timezone and contact engagement. 10 reviewers of Shape Software have provided feedback on this feature.

Finds and opens saved contact information for reference at the time of a new call. This feature was mentioned in 11 Shape Software reviews.

Based on 10 Shape Software reviews. Allows users to denote which contacts they believe are prospective customers.

Allows users to take notes during or after the call for future reference. This feature was mentioned in 10 Shape Software reviews.

Delivers users a daily summary of activity. This feature was mentioned in 11 Shape Software reviews.

Based on 10 Shape Software reviews. Sends automated voicemails to prospective clients who fail to answer.

As reported in 10 Shape Software reviews. Sends automated emails to increase engagement with prospective clients.

Based on 10 Shape Software reviews. Organizes contacts based on probability of success.

Automatically transcribes and summarizes meeting discussions.

Syncs information from other software such as contacts, emails and calls to reduce manual data entry. 11 reviewers of Shape Software have provided feedback on this feature.

Allows administrators to schedule out emails in advance. 12 reviewers of Shape Software have provided feedback on this feature.

Reminds administrators to follow-up on emails based on pre-set reminders. 12 reviewers of Shape Software have provided feedback on this feature.

As reported in 12 Shape Software reviews. Allows for the categorization of emails.

Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 11 Shape Software reviews.

Presents information about the individual being called before the call begins. This feature was mentioned in 11 Shape Software reviews.

As reported in 10 Shape Software reviews. Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.

Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently.

Based on 10 Shape Software reviews. Allows a supervisor to listen to a call and train in real time.

Reschedules calls within the software itself, either through a prompt or by the agent themselves. This feature was mentioned in 11 Shape Software reviews.

Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary. 11 reviewers of Shape Software have provided feedback on this feature.

Based on 10 Shape Software reviews. Decides response type by determining if voice is a human response or an answering machine.

As reported in 10 Shape Software reviews. Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.

As reported in 12 Shape Software reviews. Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.

Allow users to edit text and themes on email templates This feature was mentioned in 12 Shape Software reviews.

As reported in 12 Shape Software reviews. Provide a library of stock images to use for emails

Based on 12 Shape Software reviews. Offer email proofing capabilities

As reported in 12 Shape Software reviews. Provide mobile responsive email templates

As reported in 13 Shape Software reviews. Offer pre-made email templates

Allow users to create their own email templates This feature was mentioned in 12 Shape Software reviews.

Use drag-and-drop HTML editing to create email templates 13 reviewers of Shape Software have provided feedback on this feature.

Provide analytics reporting so that users can see how their campaigns perform 12 reviewers of Shape Software have provided feedback on this feature.

Allow for users to identify potential issues that would stop their emails from sending 12 reviewers of Shape Software have provided feedback on this feature.

Based on 13 Shape Software reviews. Integrate with email software or email marketing and marketing automation platforms

Ability to share email templates via a link to collect feedback on the created emails easily This feature was mentioned in 13 Shape Software reviews.

Enables users to send mass text message campaigns

Facilitates two-way text messaging to encourage consumer engagement and loyalty

Provides the ability to schedule single or bulk text messages to recipients on a specific date and time

Provides automatic text message replies to recipients

Provides automatic URL shortening to use less characters via text

Sends out multimedia via text messages, such as coupons, pictures, and audio

Offers features for personalizing text messages based on customer information or past behavior

Allows users to establish automated workflows and triggers to deliver transactional text messages

Allows users to simultaneously collaborate on a document within the application. This feature was mentioned in 10 Shape Software reviews.

Stores different versions of a document. 10 reviewers of Shape Software have provided feedback on this feature.

As reported in 11 Shape Software reviews. Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients. 10 reviewers of Shape Software have provided feedback on this feature.

As reported in 10 Shape Software reviews. Allows businesses to solicit feedback on projects or documents from clients.

Provides billing and invoicing within the application. 10 reviewers of Shape Software have provided feedback on this feature.

Provides internal and/or external instant messaging capability.

As reported in 11 Shape Software reviews. Offer project management features like task creation and tracking within the application.

Offer analytics concerning productivity or client engagement. This feature was mentioned in 11 Shape Software reviews.

Based on 11 Shape Software reviews. Allows businesses to track time spent on projects within the application.

Provides a mobile application. 11 reviewers of Shape Software have provided feedback on this feature.

As reported in 10 Shape Software reviews. Integrates with marketing software such as CRM, marketing automation, and digital advertising to measure and optimize the customer journey across channels

Helps companies ensure they comply with industry-specific standards for data management and privacy, such as PII, PCI, HIPAA, and GDPR 11 reviewers of Shape Software have provided feedback on this feature.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took This feature was mentioned in 10 Shape Software reviews.

Provides pre-built or customizable performance reports

Automates tasks and features for added convenience

Offers a white labeling service for agencies or resellers to customize platform branding

Text enables landline phones so users can receive text messages sent to an existing business number

Provides businesses with 5- to 6-digit short codes for running text marketing campaigns

Facilitates the integration of text messaging into existing business applications through an SMS gateway API

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.

Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.

Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.