Shape
Shape software | sales and marketing automation Platform
Manage your contacts like a pro
Lead Capture & Scoring
Capture and score leads from various marketing channels into a single database
CRM Sales Automation
Assign, de-duplicate, follow-up, manage projects, and more in one intuitive interface
Prioritized Pipelines
Optimize your process while adding a layer of accountability and transparency
Integrated cloud-based calling
Built-in Dialer
Call faster with click-to-call, QuickFire Connect, and sequential power dialing
IVR & Routing
Interactive frameworks, call forwarding, and dynamic inbound call flows
Phone Numbers
Get local and toll free phone numbers in a click of a button
SMS & MMS Messaging
Average text message open rates are 99% with 97% being opened within 15 minutes. Are you text marketing?
Gain deeper insights with reporting
Track User Performance
Learn about user login sessions, communication overviews, and how frequently leads are converted into opportunities. For sales and marketing oversight, these reports can be filtered to see the performance of an individual, team, and lead source.
Marketing & Campaign Insights
Measure lead generation and campaign performance through data-driven intelligence. Identify trends and patterns to analyze how to improve current processes and build future strategies.
Built-in customer point of sale
Save over 20 hours a month, and close deals 50% faster
Branded Client Portal
Increase trust with a professional first impression — accessible on any device.
Survey-Style Lead Funnels
Gather details from your clients with easy-to-use question & answer tiles.
Document Collection
Provide an easy drag-and-drop solution for your clients to securely upload documents.
Email automation software
Discover the best CRM with email marketing for sales.
Email Template Library
Build your own visually stunning emails or use any of the free HTML templates in our content library
Pre-Built Campaigns
Automatically follow-up throughout the sales cycle with best practices drip campaigns and trigger-based emails
Bulk Email Blasts
Reach thousands with the click of a button using our bulk email software
Secure doc uploads in one place
Templated Document Sets
Create needs lists for different scenarios with an easy drag-and-drop solution for your clients
eSignature Solutions
Digitize contract signing without the cost and maintenance of a third party
Cloud-Based Storage
Stop digging through emails for attachments and automatically gather all required documents in one place
Survey-Style Lead Funnels
Save time by letting the software gather details from your clients in a user-friendly way
Increase Conversions by Over 30%
The best lead scoring software to increase conversions.
AI-driven lead scoring software built on 15 years of data & billions in closed deals
How ShapeIQ Works
Leads are scored based on qualitative metrics and behavior, creating a comprehensive look into a customer’s mind.
Waste Less Time
Don’t spend your time deciding who to call next—know which customers are the highest priority with ShapeIQ lead scoring.
Bring lead generation data to life with ShapeIQ.
Lead Scoring
ShapeIQ automatically assigns a score that corresponds to your company’s ideal client profile, allowing you to simply work the leads with the best likelihood of closing today. Shape provides industry-specific, automated lead grading and lead scoring software solutions that connect smoothly for a simple and powerful user experience.
AI Intelligence
Artificial intelligence employs continuous machine learning and re-calibration based on conversion data particular to your business. AI will discover patterns based on your customers’ behavioral data and then forecast when a consumer will convert. See how ShapeIQ artificial intelligence can analyze your lead conversion history to help you target the best leads in the future.
Smart Algorithms
Your company receives a large number of broad-spectrum leads, but you only have so many salespeople, so it’s critical that they maximize their time. Some leads are hot and only require a rep to seal the deal, while others are cold and never convert. ShapeIQ analyzes and back-tests over 700 data points, so your users don’t have to filter through leads with a fine-tooth comb. Shape’s intelligent algorithms remove the uncertainty from lead qualification, allowing your team to focus on selling more.
You can’t mill through hundreds of pages of customer behavior to find the right leads—but ShapeIQ can
Systematic Prospecting
Spend less time scoring leads and more time closing deals. Don’t spend your time deciding who to call next—know which customers are the highest priority.
Nurture Campaigns
Identify the leads least likely to commit and those who aren’t ready to close a deal. Continue to nurture them while prioritizing other prospects.
Build a consistent, reliable, and scalable sales system through ShapeIQ’s smart algorithms.
Qualifying Information
Find the leads most likely to commit. ShapeIQ combines an extensive archive of historical business data with your own organization’s data silo to identify and score prospects. Over time, ShapeIQ’s artificial intelligence will learn from your organization’s interactions, feedback, and lead profiles, becoming smarter and more accurate.Â
Positive Interactions
Find the customers with the greatest levels of engagement. ShapeIQ uses positive interactions and behaviors to calculate success probabilities. The more positive experiences a customer has, the more motivated they’ll be to convert.Â
Feedback
Identify the tire-kickers and the time-wasters. ShapeIQ accounts for known behavioral patterns associated with customers not likely to commit. Through ShapeIQ, team members can de-prioritize accounts less likely to lead to a sale by taking into account negative feedback.Â
ShapeIQ becomes even more accurate with time.
ShapeIQ combines the power of business intelligence, historical data, and your organization’s information—all to take the guesswork out of lead contact. The more you use ShapeIQ, the more accurate it becomes.
Targeted digital ads
Get your online ads in front of the right people through IP target marketing
IP Target Marketing
Show your ads to the leads that have inquired with you in the past through IP target marketing
Privacy Compliance
Our innovative platform serves ads directly to the devices in your household, so you can be confident that your campaigns are reaching the right people
Remarketing
Show your visitors relevant banner or display ads about your products or services when they visit other websites, use other apps, or conduct searches
Remarketing
Show your visitors relevant banner or display ads about your products or services when they visit other websites, use other apps, or conduct searches
