Shape CRM
The All in One Business Management Solution
Overview
Shape CRM is an all-in-one platform for managing contacts, streamlining operations, and driving sales. It offers a collaborative space for teams to manage sales pipelines, engage prospects with marketing sequences, nurture customer relationships, and track projects. The platform includes built-in communication tools, AI-driven lead scoring, and industry-specific workflows to enhance efficiency and productivity.
✨ Key Features
- AI-powered lead management
- Marketing automation
- Sales automation
- Built-in calling, texting, and email
- Point of sale (POS) system
- Post-close monitoring
- Customizable workflows
- Reporting and analytics
🎯 Key Differentiators
- All-in-one platform with built-in communication tools
- Proprietary AI for lead scoring and call analysis
- User-friendly interface and easy setup
Unique Value: An all-in-one, AI-powered CRM that centralizes sales, marketing, and communication tools to streamline workflows and accelerate growth for businesses of all sizes.
🎯 Use Cases (4)
✅ Best For
- Outbound marketing calls
- Lead management and distribution
- Email and text automation campaigns
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Users who require deep customization and have complex, non-standard workflows
- Teams that need extensive project management features
🏆 Alternatives
Provides a more integrated and user-friendly experience with a strong emphasis on AI and automation, reducing the need for multiple third-party tools.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (NA tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: NA
🔄 Similar Tools in Mortgage CRM
BNTouch Mortgage CRM
A comprehensive mortgage CRM and marketing automation platform for loan officers and mortgage compan...
Pipedrive
A sales-focused CRM designed to help teams visualize pipelines, track deals, and automate repetitive...
Jungo
A mortgage industry-focused CRM built on the Salesforce platform, offering specialized tools for loa...
Whiteboard CRM
A CRM specifically designed for loan officers and mortgage teams, focusing on automation and relatio...
Velocify
A sales acceleration and automation solution from ICE Mortgage Technology, designed to optimize the ...
HubSpot CRM
A popular CRM platform with a free tier, offering a wide range of tools for marketing, sales, and cu...