Shape Software Features
What are the features of Shape Software?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
Customer Support
- Case Management
- Call Center Features
- Support Analytics
Mobile & Social
- Social Collaboration Features
Reporting & Analytics
- Reporting
- Dashboards
Technology Glossary Features
View definitions of the features and discover new technology terms.
Shape Software Categories on G2
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Platform
Custom Branding | Custom branding can be applied through signature process | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Not enough data | ||
Performance and Reliability | Not enough data | ||
Integration APIs | Not enough data | ||
To which systems have you integrated this product | Not enough data | ||
Customization | As reported in 12 Shape Software reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 88% (Based on 12 reviews) | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. This feature was mentioned in 13 Shape Software reviews. | 86% (Based on 13 reviews) | |
User, Role, and Access Management | Based on 12 Shape Software reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 89% (Based on 12 reviews) | |
Internationalization | As reported in 12 Shape Software reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 86% (Based on 12 reviews) | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. This feature was mentioned in 12 Shape Software reviews. | 88% (Based on 12 reviews) | |
Document & Content Mgmt. | Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 12 reviewers of Shape Software have provided feedback on this feature. | 88% (Based on 12 reviews) | |
Performance and Reliability | As reported in 13 Shape Software reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 83% (Based on 13 reviews) | |
Output Document Generation | As reported in 13 Shape Software reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 83% (Based on 13 reviews) | |
Customization | Based on 10 Shape Software reviews. System provides sufficient customization to meet business requirements | 98% (Based on 10 reviews) | |
Workflow Capability | Based on 10 Shape Software reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 100% (Based on 10 reviews) | |
User, Role, and Access Management | As reported in 11 Shape Software reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 89% (Based on 11 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 10 Shape Software reviews. | 97% (Based on 10 reviews) | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. This feature was mentioned in 11 Shape Software reviews. | 89% (Based on 11 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 10 reviewers of Shape Software have provided feedback on this feature. | 98% (Based on 10 reviews) |
Signature Process
Document Signing | See feature definition | Allows signor to easily and intuitively sign documents This feature was mentioned in 11 Shape Software reviews. | 97% (Based on 11 reviews) |
Reminders and Expirations | As reported in 11 Shape Software reviews. Reminds signors of documents that are waiting to be signed and document expiration dates | 100% (Based on 11 reviews) | |
Sign-In Process | Process of authenticating is secure and seemless 11 reviewers of Shape Software have provided feedback on this feature. | 100% (Based on 11 reviews) | |
Mobile Signatures | Based on 11 Shape Software reviews. User can easy send and sign documents on mobile devices | 100% (Based on 11 reviews) | |
Signature Workflow | Sendor/Adminstrators can easily set up and track documents through multiple signature steps 11 reviewers of Shape Software have provided feedback on this feature. | 97% (Based on 11 reviews) | |
Bulk Digital Signatures | As reported in 10 Shape Software reviews. Send documents requiring signature to 1000's of signers at once | 100% (Based on 10 reviews) | |
Reporting | As reported in 10 Shape Software reviews. Provides standard reports and easy creation of custom reports to manage signature process | 100% (Based on 10 reviews) | |
Signature Document Creation | As reported in 11 Shape Software reviews. Easy to create signature blocks on all required electronic document types/formats | 98% (Based on 11 reviews) |
Security and Scalability
Regulatory Compliance | Meets required regulartory compliances 10 reviewers of Shape Software have provided feedback on this feature. | 100% (Based on 10 reviews) | |
Signature History and Audit | Tracks all document signing history to comply with required regulations 11 reviewers of Shape Software have provided feedback on this feature. | 100% (Based on 11 reviews) | |
Enterprise Scalability | Provides features to allow scaling for large organizations This feature was mentioned in 11 Shape Software reviews. | 100% (Based on 11 reviews) |
Sales Force Automation
Contact & Account Management | As reported in 20 Shape Software reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 91% (Based on 20 reviews) | |
Partner Relationship Mgmt. (PRM) | Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information 19 reviewers of Shape Software have provided feedback on this feature. | 93% (Based on 19 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 20 Shape Software reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 88% (Based on 20 reviews) | |
Task / Activity Management | Based on 20 Shape Software reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 93% (Based on 20 reviews) | |
Territory & Quota Management | Based on 20 Shape Software reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 89% (Based on 20 reviews) | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 19 reviewers of Shape Software have provided feedback on this feature. | 90% (Based on 19 reviews) | |
Product & Price List Management | Based on 19 Shape Software reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 89% (Based on 19 reviews) | |
Quote & Order Management | Based on 19 Shape Software reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 90% (Based on 19 reviews) | |
Customer Contract Management | Based on 21 Shape Software reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 90% (Based on 21 reviews) |
Marketing Automation
Email Marketing | Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 22 Shape Software reviews. | 91% (Based on 22 reviews) | |
Campaign Management | Based on 20 Shape Software reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 88% (Based on 20 reviews) | |
Lead Management | Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 21 reviewers of Shape Software have provided feedback on this feature. | 90% (Based on 21 reviews) | |
Marketing ROI Analytics | As reported in 20 Shape Software reviews. Enables analysis of effectiveness of an organizations various marketing activities | 89% (Based on 20 reviews) |
Customer Support
Case Management | See feature definition | As reported in 20 Shape Software reviews. Tracks issues/help requests reported by customers through the resolution process. | 89% (Based on 20 reviews) |
Customer Support Portal | Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 19 reviewers of Shape Software have provided feedback on this feature. | 92% (Based on 19 reviews) | |
Knowledge Base | As reported in 19 Shape Software reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 91% (Based on 19 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. This feature was mentioned in 19 Shape Software reviews. | 90% (Based on 19 reviews) | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. This feature was mentioned in 19 Shape Software reviews. | 90% (Based on 19 reviews) |
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 12 Shape Software reviews. | 90% (Based on 12 reviews) | |
Integration APIs | Based on 12 Shape Software reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 89% (Based on 12 reviews) | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 11 reviewers of Shape Software have provided feedback on this feature. | 91% (Based on 11 reviews) | |
Data Import & Export Tools | Based on 11 Shape Software reviews. Ability to input, modify and extract data from the application in bulk through a structured file. | 94% (Based on 11 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 11 Shape Software reviews. | 91% (Based on 11 reviews) | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 11 reviewers of Shape Software have provided feedback on this feature. | 89% (Based on 11 reviews) |
Mobile & Social
Social Collaboration Features | Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone 20 reviewers of Shape Software have provided feedback on this feature. | 88% (Based on 20 reviews) | |
Social Network Integration | Based on 17 Shape Software reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 96% (Based on 17 reviews) | |
Mobile User Support | Based on 19 Shape Software reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 90% (Based on 19 reviews) |
Reporting & Analytics
Reporting | Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. 20 reviewers of Shape Software have provided feedback on this feature. | 90% (Based on 20 reviews) | |
Dashboards | As reported in 21 Shape Software reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 91% (Based on 21 reviews) | |
Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 19 reviewers of Shape Software have provided feedback on this feature. | 91% (Based on 19 reviews) | |
Basic Reporting | Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. 16 reviewers of Shape Software have provided feedback on this feature. | 98% (Based on 16 reviews) | |
Web Analytics | Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. This feature was mentioned in 16 Shape Software reviews. | 97% (Based on 16 reviews) | |
ROI Analytics | Based on 16 Shape Software reviews. Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. | 96% (Based on 16 reviews) | |
Revenue Analytics | Based on 16 Shape Software reviews. Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. | 99% (Based on 16 reviews) | |
SEO / Keyword Analytics | Based on 16 Shape Software reviews. Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. | 96% (Based on 16 reviews) |
Email Marketing
Building and Personalizing Emails | As reported in 19 Shape Software reviews. Create and design emails with an editor; manage templates; personalize dynamically | 94% (Based on 19 reviews) | |
Sending Outbound Emails | Based on 18 Shape Software reviews. Create targeted lists, schedule and manage bulk email sending. | 97% (Based on 18 reviews) | |
Manage Email Deliverability | Based on 17 Shape Software reviews. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. | 98% (Based on 17 reviews) | |
Automated Email Responses | Set up automated nurturing emails based on events, online activities, and lead scores This feature was mentioned in 18 Shape Software reviews. | 94% (Based on 18 reviews) |
Online Marketing
Landing Pages and Forms | Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. This feature was mentioned in 17 Shape Software reviews. | 94% (Based on 17 reviews) | |
Dynamic Content | As reported in 17 Shape Software reviews. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. | 93% (Based on 17 reviews) | |
A/B Testing | As reported in 16 Shape Software reviews. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. | 96% (Based on 16 reviews) | |
Mobile Optimized | Support mobile-optimized emails, online forms, and landing pages. This feature was mentioned in 16 Shape Software reviews. | 96% (Based on 16 reviews) | |
Search Tracking and Optimization | Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. This feature was mentioned in 18 Shape Software reviews. | 94% (Based on 18 reviews) |
Lead Management
Marketing Lead Database | Based on 17 Shape Software reviews. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. | 97% (Based on 17 reviews) | |
Data Quality Management | Data quality consists of deduplication, cleansing, and appending your marketing database. 17 reviewers of Shape Software have provided feedback on this feature. | 98% (Based on 17 reviews) | |
Segmentation | Based on 17 Shape Software reviews. Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. | 93% (Based on 17 reviews) | |
Lead Scoring and Grading | Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. This feature was mentioned in 16 Shape Software reviews. | 97% (Based on 16 reviews) | |
Lead Nurturing | Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. 16 reviewers of Shape Software have provided feedback on this feature. | 98% (Based on 16 reviews) | |
Online Behavior Tracking | Based on 17 Shape Software reviews. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. | 92% (Based on 17 reviews) | |
Automated Alerts and Tasks | Based on 16 Shape Software reviews. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. | 97% (Based on 16 reviews) | |
CRM Lead Integration | Based on 18 Shape Software reviews. Sync lead, contact, account, and opportunity information with your CRM system. | 95% (Based on 18 reviews) |
Campaign Management
Program Management | See feature definition | As reported in 18 Shape Software reviews. Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. | 93% (Based on 18 reviews) |
Event / Webinar Marketing | Based on 16 Shape Software reviews. Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. | 96% (Based on 16 reviews) | |
Calendaring | Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. This feature was mentioned in 18 Shape Software reviews. | 94% (Based on 18 reviews) | |
Budgeting | Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. 18 reviewers of Shape Software have provided feedback on this feature. | 93% (Based on 18 reviews) |
Social
Social Listening | As reported in 16 Shape Software reviews. Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. | 98% (Based on 16 reviews) | |
Social Sharing | As reported in 16 Shape Software reviews. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. | 98% (Based on 16 reviews) | |
Social Campaigns | Based on 16 Shape Software reviews. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. | 92% (Based on 16 reviews) | |
Social Media Engagement | Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. 15 reviewers of Shape Software have provided feedback on this feature. | 98% (Based on 15 reviews) | |
Social Media Advertising | As reported in 16 Shape Software reviews. Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time | 94% (Based on 16 reviews) |
Phone Number Management
Local Phone Numbers | As reported in 11 Shape Software reviews. Generate phone numbers native to a target location | 98% (Based on 11 reviews) | |
Toll-Free Numbers | Based on 12 Shape Software reviews. Create toll free numbers for tracking purposes | 94% (Based on 12 reviews) | |
Port Existing Numbers | Transfer existing numbers into the call tracking system 12 reviewers of Shape Software have provided feedback on this feature. | 93% (Based on 12 reviews) |
Tracking
Visitor & Keyword Tracking | Record which campaigns and landing pages are converting into phone calls 11 reviewers of Shape Software have provided feedback on this feature. | 97% (Based on 11 reviews) | |
Dynamic Number Insertion | Assign a unique tracking number to each visitor 10 reviewers of Shape Software have provided feedback on this feature. | 98% (Based on 10 reviews) | |
Multi-Channel Call Attribution | Decipher which marketing channels are converting and most effective 10 reviewers of Shape Software have provided feedback on this feature. | 98% (Based on 10 reviews) |
Call Routing
IVR | Direct a phone call without the need for a human representative, but instead a voice responder | Not enough data | |
Call Scheduling | Based on 11 Shape Software reviews. Route calls based on the time of the day to reach the proper representative | 94% (Based on 11 reviews) | |
Geo-Routing | As reported in 11 Shape Software reviews. Route calls based on location to reach the proper representative | 92% (Based on 11 reviews) |
Analytics
Call Data | Provide the representative with caller data upon receiving a phone call This feature was mentioned in 11 Shape Software reviews. | 94% (Based on 11 reviews) | |
Call Recording | Offer the ability to capture and replay a conversation for further information This feature was mentioned in 11 Shape Software reviews. | 100% (Based on 11 reviews) | |
Advanced Reporting | As reported in 11 Shape Software reviews. Prepare detailed reports regarding call data by source, keyword, or landing page | 94% (Based on 11 reviews) | |
Conversation Intelligence | Uses machine learning to analyze conversations and optimize call performance This feature was mentioned in 10 Shape Software reviews. | 98% (Based on 10 reviews) | |
Open Rates | Records the rate at which emails are opened. This feature was mentioned in 12 Shape Software reviews. | 100% (Based on 12 reviews) | |
Link Activity | As reported in 12 Shape Software reviews. Records the rate at which links in emails are followed. | 99% (Based on 12 reviews) | |
Attachment Activity | Based on 11 Shape Software reviews. Records the rate at which email attachments are opened or downloaded. | 97% (Based on 11 reviews) |
Calling
Record Calls | Based on 11 Shape Software reviews. Records calls for future reference. | 94% (Based on 11 reviews) | |
Generate Location | Based on 10 Shape Software reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up. | 100% (Based on 10 reviews) | |
Call Types | Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. This feature was mentioned in 11 Shape Software reviews. | 92% (Based on 11 reviews) | |
Click-to-Call | Based on 10 Shape Software reviews. Gathers contacts from integrated tools, allowing users to call with one click. | 100% (Based on 10 reviews) |
Contacts
Personalization | As reported in 10 Shape Software reviews. Retains a log of extraneous contact information such as timezone and contact engagement. | 97% (Based on 10 reviews) | |
Information Locater | Based on 11 Shape Software reviews. Finds and opens saved contact information for reference at the time of a new call. | 91% (Based on 11 reviews) | |
Record Prospect Data | Allows users to denote which contacts they believe are prospective customers. This feature was mentioned in 10 Shape Software reviews. | 100% (Based on 10 reviews) |
Insights
Notes | Allows users to take notes during or after the call for future reference. This feature was mentioned in 10 Shape Software reviews. | 100% (Based on 10 reviews) | |
Daily Summary | Delivers users a daily summary of activity. This feature was mentioned in 11 Shape Software reviews. | 92% (Based on 11 reviews) | |
Automated Voicemails | Sends automated voicemails to prospective clients who fail to answer. This feature was mentioned in 10 Shape Software reviews. | 98% (Based on 10 reviews) | |
Automated Emails | As reported in 10 Shape Software reviews. Sends automated emails to increase engagement with prospective clients. | 100% (Based on 10 reviews) | |
Sorts Prospects | As reported in 10 Shape Software reviews. Organizes contacts based on probability of success. | 100% (Based on 10 reviews) |
Customizations
Email Platform Integration | As reported in 11 Shape Software reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry. | 100% (Based on 11 reviews) | |
Email Scheduling | Allows administrators to schedule out emails in advance. This feature was mentioned in 12 Shape Software reviews. | 100% (Based on 12 reviews) | |
Notifications | Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 12 Shape Software reviews. | 99% (Based on 12 reviews) | |
Email Categorization | Allows for the categorization of emails. This feature was mentioned in 12 Shape Software reviews. | 97% (Based on 12 reviews) | |
Templates | As reported in 11 Shape Software reviews. Allows for the creation of templates for frequently-sent emails. | 100% (Based on 11 reviews) |
Dialing Options
Preview Dialing | Presents information about the individual being called before the call begins. 11 reviewers of Shape Software have provided feedback on this feature. | 100% (Based on 11 reviews) | |
Progressive Dialing | Gives agent a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing. 10 reviewers of Shape Software have provided feedback on this feature. | 93% (Based on 10 reviews) | |
Predictive Dialer | Uses an algorithim to predictive when an operator will be available to handle their next call. This feature was mentioned in 11 Shape Software reviews. | 92% (Based on 11 reviews) |
Agent Tools
Omnichannel | As reported in 10 Shape Software reviews. Ensures that the caller experience is seamless across their entire call. | 100% (Based on 10 reviews) | |
Whisper Coaching | As reported in 10 Shape Software reviews. Allows a supervisor to listen to a call and train in real time. | 98% (Based on 10 reviews) | |
Callback Scheduling | Reschedules calls within the software itself, either through a prompt or by the agent themselves. This feature was mentioned in 11 Shape Software reviews. | 92% (Based on 11 reviews) | |
Call Recording | Based on 11 Shape Software reviews. Record calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary. | 94% (Based on 11 reviews) |
Automation
Voice Activity Detection | Decides response type by determining if voice is a human response or an answering machine. This feature was mentioned in 10 Shape Software reviews. | 100% (Based on 10 reviews) | |
Voice Broadcast | Presents a prerecorded audio message when the call is answered. | Not enough data | |
Interactive Voice Response (IVR) | Based on 10 Shape Software reviews. Use touch-tone signaling or voice recognition to automate the retrieval and processing of caller information by phone. Administrators can configure the IVR with multiple branches to improve the identification, segmentation, and routing of callers to qualified agents. | 93% (Based on 10 reviews) | |
Call Scrubbing | Removes phones numbers in an uploaded phone list of numbers in the National Do Not Call Registry. This feature was mentioned in 12 Shape Software reviews. | 93% (Based on 12 reviews) | |
API / Integrations | Based on 11 Shape Software reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 100% (Based on 11 reviews) |
Templates
Text and Themes | Allow users to edit text and themes on email templates This feature was mentioned in 12 Shape Software reviews. | 100% (Based on 12 reviews) | |
Stock Images | Provide a library of stock images to use for emails This feature was mentioned in 12 Shape Software reviews. | 93% (Based on 12 reviews) | |
Proofing | Offer email proofing capabilities 12 reviewers of Shape Software have provided feedback on this feature. | 96% (Based on 12 reviews) | |
Mobile Responsive | Based on 12 Shape Software reviews. Provide mobile responsive email templates | 99% (Based on 12 reviews) |
Edit
Pre-Made | Offer pre-made email templates This feature was mentioned in 13 Shape Software reviews. | 95% (Based on 13 reviews) | |
Build | As reported in 12 Shape Software reviews. Allow users to create their own email templates | 99% (Based on 12 reviews) | |
HTML | As reported in 13 Shape Software reviews. Use drag-and-drop HTML editing to create email templates | 94% (Based on 13 reviews) |
Logistics
Analytics | As reported in 12 Shape Software reviews. Provide analytics reporting so that users can see how their campaigns perform | 100% (Based on 12 reviews) | |
Issues | Allow for users to identify potential issues that would stop their emails from sending This feature was mentioned in 12 Shape Software reviews. | 97% (Based on 12 reviews) | |
Integrations | Integrate with email software or email marketing and marketing automation platforms 13 reviewers of Shape Software have provided feedback on this feature. | 94% (Based on 13 reviews) | |
Shareable Link | As reported in 13 Shape Software reviews. Ability to share email templates via a link to collect feedback on the created emails easily | 94% (Based on 13 reviews) |
Text Messaging
Bulk SMS | Enables users to send mass text message campaigns | Not enough data | |
Two-Way Text Messaging | Facilitates two-way text messaging to encourage consumer engagement and loyalty | Not enough data | |
Text Scheduler | Provides the ability to schedule single or bulk text messages to recipients on a specific date and time | Not enough data | |
Automatic Replies | Provides automatic text message replies to recipients | Not enough data | |
Automatic URL Shortening | Provides automatic URL shortening to use less characters via text | Not enough data | |
MMS Marketing | Sends out multimedia via text messages, such as coupons, pictures, and audio | Not enough data | |
Personalization | Offers features for personalizing text messages based on customer information or past behavior | Not enough data | |
Transactional SMS | Allows users to establish automated workflows and triggers to deliver transactional text messages | Not enough data |
Content
Document Collaboration | Allows users to simultaneously collaborate on a document within the application. 10 reviewers of Shape Software have provided feedback on this feature. | 98% (Based on 10 reviews) | |
Versioning | As reported in 10 Shape Software reviews. Stores different versions of a document. | 100% (Based on 10 reviews) | |
E-Signature | Allows users to provide an e-signature within the platform. 11 reviewers of Shape Software have provided feedback on this feature. | 100% (Based on 11 reviews) | |
File Request | As reported in 10 Shape Software reviews. Allows businesses to request files from clients. | 98% (Based on 10 reviews) | |
Feedback | As reported in 10 Shape Software reviews. Allows businesses to solicit feedback on projects or documents from clients. | 100% (Based on 10 reviews) |
Collaboration
Billing and Invoicing | Provides billing and invoicing within the application. This feature was mentioned in 10 Shape Software reviews. | 97% (Based on 10 reviews) | |
Instant Messaging | Provides internal and/or external instant messaging capability. | Not enough data | |
Project Management | Based on 11 Shape Software reviews. Offer project management features like task creation and tracking within the application. | 100% (Based on 11 reviews) | |
Analytics | Offer analytics concerning productivity or client engagement. 11 reviewers of Shape Software have provided feedback on this feature. | 98% (Based on 11 reviews) | |
Time Tracking | Based on 11 Shape Software reviews. Allows businesses to track time spent on projects within the application. | 97% (Based on 11 reviews) | |
Mobile Application | As reported in 11 Shape Software reviews. Provides a mobile application. | 100% (Based on 11 reviews) |
Administration
Martech Integrations | As reported in 10 Shape Software reviews. Integrates with marketing software such as CRM, marketing automation, and digital advertising to measure and optimize the customer journey across channels | 100% (Based on 10 reviews) | |
Privacy, Security, and Compliance | As reported in 11 Shape Software reviews. Helps companies ensure they comply with industry-specific standards for data management and privacy, such as PII, PCI, HIPAA, and GDPR | 100% (Based on 11 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took This feature was mentioned in 10 Shape Software reviews. | 100% (Based on 10 reviews) |
SMS Platform
Reporting | Provides pre-built or customizable performance reports | Not enough data | |
Automation | Automates tasks and features for added convenience | Not enough data | |
White Label | Offers a white labeling service for agencies or resellers to customize platform branding | Not enough data | |
Text-to-Landline | Text enables landline phones so users can receive text messages sent to an existing business number | Not enough data | |
Short Codes | Provides businesses with 5- to 6-digit short codes for running text marketing campaigns | Not enough data | |
API Integration | Facilitates the integration of text messaging into existing business applications through an SMS gateway API | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
Agentic AI - Inbound Call Tracking
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - SMS Marketing
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - E-Signature
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - CRM
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Email Tracking
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Outbound Call Tracking
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data |
Agentic AI - Auto Dialer
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
Agentic AI - Marketing Automation
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Email Template Builder
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
