setshape

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Streamline Your Business With a CRM

• How can a CRM help you streamline your business?
  For starters, think about all the various tools
  and subscriptions you may already be using on a
  daily basis
• Contract/Fee agreement software ()
• E-signature solution ()
• Payment portal ()
• Marketing automation tool ()
• Email tool ()
• Client database or spreadsheets ()
• Phone service and/or texting tool ()
• Intake software ()
• Document tool ()
• And the list (and expenses) goes on and on!

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Shape Software is your solution. What if you
could take all of these costly tools that serve
just a singular purpose, and replace them with
one affordable solution that helps you more
effectively achieve your business goals? Thats
precisely what a CRM like Shape does! Learn
More Shape Software CRM The first thing you
notice when you log into the Shape CRM every day
is your dashboard which will give you a crystal
clear pulse on your business. Not only can you
customize your dashboard to view the metrics that
matter most to you (from client conversions to
project status and more), but you can easily
check in on your team and see their
productivity. Better Team Management Whether
your team is in-house or on-the-go, Shape is
packed full of customizable tools that help you
achieve more together. Streamlining all your
client projects, goals, and tasks in one place
allows you to assign and track the progress of
work in just a few clicks. No more second
guessing the status of a project or the
effectiveness of an employee Shape gives you
the insight you need to make the critical
business decisions and provides a digital paper
trail of accountability.
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Workflows Keep Projects Moving Its a familiar
scene Monday morning comes, and you ask your
team for an update on your newest big client. Has
anyone sent them the updated contract? Has it
even been signed yet? No?! Eliminate these
unknowns and instead create next-level customer
service by building custom workflows in
Shape.   Do all your mortgage clients follow the
same project path? Does every legal case you
handle get sent the same packet of documents? For
every solar installation your team takes on, are
you repeating the same steps over and over
again? Workflows help you streamline the manual
day-to-day tasks that need to get done to move
projects forward. Instead of spending countless
hours chasing down open contacts or manually
typing up thank you emails, build your workflow
templates and automatically assign clients as
they come in! After all, employees admit that
over 55 of their workday is wasted on frequent
administrative tasks (4). Thats your bottom
line, typing up the same email over and over and
over again. The best part about workflows? You
can automate only as much as you want or need.
Always want to proof a document before it goes
out to a client, or want to text a prospect
manually when a quote is ready? Shape gives you
total control over how your work gets done.
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• Benefits of Using Workflows
• Convert More Prospects A Harvard Business Review
  study found that firms who followed up with
  potential customers within an hour of receiving a
  query were nearly seven times as likely to
  qualify the lead (5). Having a lead inquiry
  workflow will allow you to automatically respond
  to and nurture these prospects which means youll
  be 50 more likely to close your next deal!
•  
• Create Consistency As you build your team and
  your business grows, processes are tested and
  often tossed to the side. With pre-built
  workflows, you can ensure that your team will
  always follow the project process and that
  clients will get a consistent experience every
  time. After all, client referrals convert 30
  better than leads from any other channel
  combined! (6)
•  
• Quick Communication With workflows, you can
  build in an array of customized notification
  settings and updates that keep your team and the
  client in the loop of project status. Those in
  the legal world know that the 1 complaint to the
  bar association is lack of communication (it
  affects just about every industry, really)
  instead, using a CRM that can automatically
  email, text, or set up a meeting when vital
  information must be relayed is crucial.
• Article Source- https//setshape.com/blog/streaml
  ine-your-business-with-a-crm