Choose the first need.
Find a recurring task that takes follow-up work. Define the result you want to see at the end.
For example: see which quotes are waiting for a reply.
Getting started
Your industry already has its app.Make it yours.
You do not need to change everything to work better. Start with a concrete need, explore your industry app and adapt it with Shappy. One first record, one first team, then the rest at your pace.
An app for your industryOne well-defined first needSteps you can check
Whatever your business.
Choose your industry. See your everyday work, then watch your software adapt to the way you work.
Your business doesn't fit into a category? Let's talk
Catering & events
Per-guest quotes, kitchen production, equipment, staff and invoicing.
SHAPP/Catering & eventsReady to try
Start with what wouldmake tomorrow easier.
Know which quotes to follow up. Find a customer’s information. Prepare a site visit without chasing three files. Your first goal can be simple: it should move your real work forward.
Or start with a precise need
The right first tool. The rest can follow.
Does your priority involve just one part of the business? Choose an app, explore its records and see what it could bring to your day. Your choice follows you into workspace creation.
Create my account
Registration continues on RootCX. Your selected software, data migration and activation are then confirmed with you.
Know where your deals stand.
Contacts, opportunities, quotes and follow-ups are together so you can start managing sales. This CRM is yours: work with Shappy to shape its fields, stages and rules around the way your company sells.
SHAPP / Sales & CRM
A concrete way to start
Four steps. One real record to guide you.
Your goal is not to learn a stack of software. It is to move a first case all the way through, with the right information and people.
Prepare your workspace.
Create your account and specify the chosen app, the people involved and the first records to bring across.
Installation, configuration and activation are checked separately.
Move a record forward.
Follow its stages as you would in your working day. Review the information and check the expected actions.
A representative record beats a long wish list.
Adjust with Shappy.
Is a detail missing? Describe it. Check the adaptation and revisit your record before expanding uses across the team.
Your way of working becomes more visible in your tool.
Your first adjustment
Almost your way of working? Tell Shappy what is missing.
You do not need to know every future adaptation. An internal reference, an owner or a rule can already change how the team finds and follows records.
Your software, your rules
Your sales criteria, in your CRM.
Tell Shappy what needs to change. Watch your software take on your way of working.
Shappy
Your software, your rules
Your request to Shappy
Emma Laurent
Add a decision date to opportunities. Before moving to proposal, require a decision-maker and a dated next action.
Watch the transformation
Atelier Nord / Sales & CRMBefore
Your software today
Preparing the next step
Bring your everyday work. It is the best starting point.
No presentation needed. A representative record and a few explanations of how you work make the first conversation concrete.
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0 items prepared
This list stays local to the page. It helps you prepare your first need.
First-day questions.
Do I need to migrate everything at once?
No. Start with a useful scope and a representative record. The rest is prepared around your data, its quality and the uses you want to cover. Your old files also help explain what matters to you.
What happens when I create my workspace?
You create your RootCX account, the foundation of SHAPP, then your workspace. Your chosen app is passed through this journey. Its installation, configuration and activation are checked separately with you.
Can I try it with my team?
Start with the people involved in your first record. Define their roles and permissions, then check the journey together. Expand the scope as usage grows.
What if my business does not fit a listed industry?
Start with a cross-industry app or describe a particular process. The most useful thing is a precise need with a result you can recognize and check.
How do I choose the right plan?
The pricing page presents plans and Shappy credits. Start by clarifying team size, expected uses and adaptations. Data imports and connections are scoped for your project.
Your first need is enough.The rest takes shape as you go.
Choose a first app or let’s discuss the record you want to move forward.