Automate, Integrate, Succeed with Smart CRM Solutions
Deck out a fully customized CRM with the steady hand of Next Call Club behind the helm.
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Shape Software: Your New CRM
Shape Software is a premier insurance lead management and CRM platform that boosts sales with advanced automation, best practices templates, and proven strategies.
Next Call Club: Your CRM Expert
Leveraging the powerful tools within Shape, Next Call Club’s system uses workflow best practices to give you a leg up.
Enjoy pre-made, sales-prioritized views that allow you to get started immediately with timely follow-ups. Take action with “Get Lead” cadences that automate lead selection.
Our templates integrate with telemarketing, sales, and operations departments, which ensures an efficient lead management process across the board.
What Clients Say About Shape
“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.
Meet the Team
With Next Call Club, you’re never alone. Meet the people who will help you with your CRM needs.
Carissa McElligott
Carissa is the Chief of Staff for Peachy Insurance and a consultant for NCC.
Specialties:
- Project Management
- Client Relationships
- Goal Setting & Tracking
Tianna Mosby
Tianna is a CRM Strategy Manager for Peachy Insurance and NCC.
Specialties:
- CRM Customization
- CRM Set-Up
- CRM Management
Krishna Reddy
Krishna is a data-driven business consultant for NCC.
Specialties:
- Business Strategy
- Lead Management
- Data Analysis
Jisnu Prabhu
Jisnu is a dashboard and data specialist for NCC.
Specialties:
- Dashboard Management
- Data Analysis
- Data Visualization
Ready to Get Started?
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