Shape Software call tracking review

The cloud-based system from Shape includes tools for managing online marketing and promotions, gathering leads from the web, setting up sales pipelines, connecting with clients, and automating daily chores. Businesses in sectors including law, real estate, mortgage, insurance, education, HVAC, and construction are suited for Shape.

The exchange of project information between departments and user roles is made easier by Shape’s collaboration tools. It has a central repository where users can save e-signature contracts, accounts, contacts, documents, photographs, and billing information.

Users can monitor department-specific performance metrics and investigate business-relevant trends using Shape’s configurable dashboard. Call scripting, drip campaign automation, task scheduling, reporting, and interaction with Outlook and Gmail are further features.

With no yearly commitments, Shape is provided on a per user per month subscription basis. It provides email, phone, and online knowledge base help for its customers.

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