📌 Intro to Shape: What You Need to Know 📌 – Shape Software

Introduction to Shape: What You Need to Know

Article Overview

Welcome to Shape, your all-in-one CRM and automation platform designed to help businesses streamline workflows, manage leads, and improve customer engagement. Whether you are in mortgage, insurance, debt relief, or another industry, Shape provides the tools to automate repetitive tasks, enhance communication, and grow your business efficiently.

What is Shape?

Shape is a cloud-based customer relationship management (CRM) software that integrates:
✅ Lead Management – Capture, nurture, and convert leads efficiently.
✅ Communication Tools – Built-in dialer, texting, and email capabilities.
✅ Automation & AI – Drip campaigns, lead scoring, and task management.
✅ Reporting & Analytics – Custom dashboards to track performance.
✅ Integrations – Connect with third-party apps like Zapier, Encompass, and more.

Shape is built to automate sales, marketing, and operations, making it easier for teams to collaborate, track progress, and close more deals.

Who Uses Shape?

Shape is designed for businesses that rely on automation, customer engagement, and sales tracking. Some industries using Shape include:
🏠 Mortgage & Lending – Loan officers, brokers, and mortgage teams.
📜 Insurance – Agents and agencies managing policies and claims.
💰 Debt Settlement – Companies helping customers with debt relief.
☀️ Solar & Home Services – Businesses generating and converting leads.
📈 Other Businesses – Any company that needs a centralized CRM solution.

Key Features of Shape

🔹 Customizable Dashboards – View key performance metrics and tasks.
🔹 Lead & Contact Management – Organize leads, clients, and referrals.
🔹 Built-in Dialer – Call clients directly from Shape with call tracking.
🔹 Automated Workflows – Set up drip campaigns, follow-ups, and reminders.
🔹 Task & Appointment Scheduling – Keep your team organized with to-do lists.
🔹 AI-Powered Lead Scoring – Identify high-converting leads automatically.
🔹 Industry-Specific Templates – Pre-built workflows for mortgage, insurance, etc.
🔹 Integrations – Connect to Outlook, Gmail, Encompass, Zapier, and more.

Getting Started with Shape

Here’s how to start using Shape effectively:

📌 Step 1: Set Up Your Account

Log in to your Shape CRM account.
Complete profile details (name, business info, preferences).
Configure basic settings (email, phone, notifications).

📌 Step 2: Import Leads & Contacts

Bulk import your lead/customer data from another system.
Tag & categorize contacts for better organization.
Start tracking interactions immediately.

📌 Step 3: Customize Your Dashboard

Pin key reports, lead pipelines, and activity feeds.
Configure views to match your workflow (sales, marketing, support).

📌 Step 4: Connect Your Email & Phone

Sync Shape with Gmail, Outlook, or another provider.
Set up the Shape Dialer to start making calls.
Enable text messaging for real-time client communication.

📌 Step 5: Start Automating Your Workflows

Create email/text sequences to nurture leads.
Assign automated follow-ups based on lead behavior.
Use AI lead scoring to prioritize your hottest leads.

📌 Step 6: Train Your Team

Schedule an onboarding call with Shape support.
Use built-in training materials & knowledge base.
Set up a team meeting to review workflows.

How to Get Help & Support

💬 Live Support – Reach out via email or phone for assistance.
📚 Help Center – Access step-by-step guides and FAQs.
🎥 Training Webinars – Join live or watch past sessions.
💡 Community Forum – Get insights from other Shape users.

Next Steps

🔹 Log into Shape and explore the dashboard.
🔹 Start importing your leads and contacts.
🔹 Set up automation workflows to save time.
🔹 Check out our Help Center for additional guides.

Need Help?
For more guidance, visit our Help Center or contact Shape Support.

Ready to move forward? → [Next Article: How to Set Up Your Shape Account]