Grow sales 41% through automation

Save over $10,000 a year with an all-in-one solution

Phone, email, text, eSignatures and over 500+ features pre-built and ready to use in one easy-to-use system.
Get 70% of your time back

70% of your leads are not ready to move forward when they reach out. Let Shape’s automated email, text, and marketing automation get them sales ready for you.
Convert More Deals in Less Time

Use lead scoring to identify the top 1% of prospects, utilize your client portal to streamline intake/applications, or select from Shape’s project management or sales pipeline features to close more deals.

Get a 15-minute demo

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Over 100,000 customers served

― from 2,000 reviews

500+ powerful features included

Lead Scoring

Score leads based on interest level and value. Focus your time on your best prospects.

Lead Distribution Rules

Auto-assign leads to agents based on reps’ working hours, licensing, and location.

Drip Campaigns

Send automated text and email campaigns that pull customers through the sales funnel.

Marketing Templates

Email, text, posters, and more. 1,000+ pre-built, proven templates.

Cloud-Based Phone Platform

Call and text from your computer. Automatically log calls and add notes. No new hardware required.

Click-to-Call

Access all of your contacts in one interface. Contact customers with a single click. No manual dialing.

Shark Tank Lead Pool

Store old or neglected leads in a shared contact pool. Sales reps can quickly access and create new campaigns.

Follow-Up Campaigns

Automatically follow up with leads via email & text. Get the 17 touch points you need to win a client.

Automated Reminders

Send automated email & text reminders to customers to keep the process moving. Plus deal status updates keep them informed.

Document Storage

Automatically store files attached to your contact records all in one, cloud-based platform.

eSignature

Populate documents with signatures in seconds. Eliminate lengthy manual signing processes.

Integrations

Integrates with 5,000+ apps, including Gmail, Calendly, and Mailchimp.

100,000+ customers automate sales & marketing with Shape

41%

Increase in Sales

18%

Faster Sales Cycle

40 hrs

Saved per Month

Integrate with thousands of your favorite apps

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 reviews

What our customers say

"Most useful CRM I've ever used. It was easy to learn, everything was very intuitive and the user experience was sleek."

Pegah S. Technology Partnerships Manager

Source: Shape G2 reviews