Shape: CRM, Lead Capture & Scoring, Sales Automation, and Pipeline Management

Shape CRM, Sales Automation, Pipeline Management

It’s amazing to see how advanced sales automation platforms are getting these days. I was just speaking with a colleague of mine where I mentioned that customer relationship management (CRM) was no longer a platform, it’s basically a feature.

The platforms of old require often require massive implementation budgets that incorporate third-party integrations and tons of automation. I know… my company works with frustrated clients every day after they’ve purchased these systems and then can’t fully realize their potential without a huge investment.

Shape Software

Shape is a great example of an end-to-end platform to manage, collaborate, and consolidate all of your marketing efforts into a single platform.

Shape’s Customer Relationship Management Features

While Shape does have a ton of productized integrations, the core sales automation, pipeline management, and CRM are core to the platform’s functionality. Features include:

  • Pipeline Management – prioritize and time manage your day according to your workflow.
  • Bi-directional Texting – increase engagement with SMS and MMS messaging.
  • Sales Automation – explore ready-made sequences, or create your own automations.
  • Built-in Calling – Make calls and connect faster without leaving your CRM.
  • Reporting – simplify decision-making with real-time data insights.
  • ShapeIQ Lead Scoring – target, qualify and route your best leads to the right reps utilizing Shape’s artificial intelligence (AI).
  • Personalization – Merge Tags (also known as Personalization Fields or Data Tags) allow you to customize templates (such as email, text, etc.).
  • Drip Campaigns – Follow up and nurture customers through automation campaigns – pre-build in the system. 
  • Database Segmentation – Help send contextual content and create conversations that people want to engage with. 
  • Email Marketing – Send large quantities of email at once may be used for both transactional and marketing email messages. 
  • Video Marketing – Send video messaging 1:1, automated, or through bulk messaging.
  • Digital Advertising – browse Shape’s library of pre-designed ads and run cookieless campaigns on top websites.
  • Lead Funnels – get lead information with intelligent, customizable question-answer formats.
  • Tasks & Checklists – Kanban style pipeline task management.
  • Calendar Sync – view your outreach schedule with your integrated office suite.
  • File Sharing + eSignature – quickly collect customer documents and get more contracts signed.
  • Branded Client Portal – increase trust with a professional first impression – accessible on any device.
  • Automatic Updates – automate your follow-ups and increase outreach.
  • Integrations – connect third-party apps or utilize Shape’s API to get more work done.

ShapeSoftwareCRM Contact

There are over 500 features in Shape’s platform. Best of all, there’s no difficult or complex pricing, just a simple cost per user.

Get Started With Shape

Disclosure: Martech Zone is an affiliate of Shape and utilizing an affiliate link in this article.

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