The preferred CRM partner of Intellibright
Ensure no potential customer is overlooked.
With automated lead distribution, prioritized views, AI lead scoring, and automated follow-up campaigns, Shape covers every step from lead capture to post-close, maximizing your sales efficiency.
Centralize client interactions effortlessly.
Track leads, manage your book of business, and streamline lead acquisition and retention with customizable tracking tools. Shape's comprehensive client management features improve efficiency and client satisfaction.
Accelerate your sales cycle with automation.
Shape comes with pre-made templates and automated drip campaigns for every step of the sales cycle, including speed-to-contact, follow up, and post-close retention campaigns, ensuring efficient and effective lead management.
Built-in omnichannel communication tools.
Shape offers integrated calling, texting, and emailing. It also allows you to disable specific channels to adhere to provider guidelines, ensuring your communications remain consistent with company policies and regulations.
Take work on the go with our mobile app.
Shape features a mobile app and responsive design, accessible on all devices. This allows your team to manage tasks and client interactions from anywhere, enhancing productivity and responsiveness.
Seamless integrations for enhanced efficiency.
Shape integrates with essential apps and tools for seamless data flow and efficiency. Benefit from native integrations, a Zapier app, webhook features, and an open API for custom development.
Drive success with advanced reporting.
Monitor team performance, real-time status, and compliance with User Call Performance, live call monitoring, and automated call recording. Optimize marketing and user performance with Lead Tracker Reports.
Close 41% more deals
Boost productivity by 41% with automated sales and marketing—purpose-built to close more deals and drive results.
A CRM that understands your needs.
Supercharge your sales with Intellibright’s best practices model on Shape Software. This top-tier CRM and lead management platform merges cutting-edge sales automation with hundreds of proven templates and tools—designed to help you close more deals, faster.
Best practices workflow and automation tools.
With Intellibright's proven strategies, Shape's powerful platform delivers an impressive 41% average conversion rate. Equip your business with essential tools to close more sales and accelerate your growth like never before.
Unmatched compliance and security.
Shape offers complete opt-in and opt-out tools for calls, texts, emails, and TCPA compliance. Integrated with DNC.com, Shape checks leads against national and state do-not-call lists, identifies known litigators, and follows existing business relationship rules (EBR). Safeguard your business and customer data with Shape's robust compliance and security features, designed to protect your operations & build client trust.
Hear it from our customers
As a lifetime CRM user and trainer SHAPE has integrated all the must haves in one platform for the user and to gather metrics for reporting. The team has been ultra communicative to all of our team and users.
- Vanessa R.
Shape Software has truly impressed me in every aspect. Its robust reporting capabilities, advanced automation features, and exceptional customer support have made it an invaluable asset for my team.
- Emma M.
Their CRM software completely changed how I manage customer relationships. The intuitive interface and remarkable organization have boosted efficiency significantly. The standout customer support reflects their commitment to success.
- Vihn N.
Interested? Let's talk.
See how Intellibright can revolutionize your digital marketing services and drive more qualified leads today.
