Published 7 Jun 2019
[cont'd] trouble at all.
Last but not least, you'll have the tools to build and send custom forms, contracts, proposals and invoices (or you can use the available templates to make life easier) with the app's e-Sign feature making it even easier to get documents back quickly and securely. There's also automated payment reminders, calculators and online invoicing so you'll be paid quicker using the seamless client billing process. You'll also be able to generate custom reports like referral tracking, top lead sources and a whole bunch more. With every Shape plan you get access to a suite of integrations, custom accounts setup and white glove support via phone, chat or email.
Shape is the software that powers many of the most successful businesses and has proved over and over how it can grow a business. They boast at having over 15,000 users on their roster including thousands in the legal, real estate, education, mortgage and solar industries. Shape integrates with the tools you depend on like MailChimp, Twilio, G Suite, MS Office, Case Management software, LOS, MLS, merchant accounts, Stripe, BombBomb, Zapier, and tons more. In most cases, customers will use one of the pre-built systems but Shape is so flexible that it can build a custom solution to solve your individual business management needs. Shape Software uses intelligent automation to simplify and organize time-consuming, everyday administration and takes the stress out of organizing and tracking new leads using a...