All in one AI-powered CRM

See custom solutions unique for your industry:

This image showcases Shape Software's comprehensive suite of services, featuring Shape CRM + Lead Manager, Lead Engine, Customer Portal, and Mobile App, accessible across multiple devices.

Over 100,000 customers served

Shape Software Users Love Us, High Performer and Top 50 awards

Power your entire business in one easy platform

Keep every lead engaged with automated follow-up

Shape’s pre-built drip campaigns automate email, text, status updates, assignments, and more—ensuring seamless lead engagement and conversion without lifting a finger. Unlock powerful marketing journeys that keep your leads moving forward and your business growing.

Shape CRM Automated Drip Campaigns

Reach more leads, faster—send, track, and watch the results roll in

Shape’s bulk messaging lets you reach thousands instantly with personalized, targeted emails and texts—perfect for time-sensitive promotions, reminders, or urgent updates. Segment your audience for even more precision, track responses, scale effortlessly, and ensure your message gets seen, not ignored.

Shape Software CRM Bulk Messaging Email & Text

Launch faster with pre-built templates and data-driven workflows

Shape’s pre-built template library saves you time with professionally designed, data-driven workflows that get you to market faster. Consistent, proven, and easy to customize, these templates boost your campaign’s performance while letting you focus on strategy and results.

Shape Software CRM Marketing Template Library

Build authentic connections with video messaging

Video messaging captures attention, boosts engagement, and builds trust through a personal, human connection. With higher retention rates and the ability to convey complex information quickly, video messaging delivers powerful results while saving time and enhancing rapport with your audience.

Shape Software CRM Video Message Marketing

Instantly identify your most promising, top-converting leads

Shape's built-in AI lead scoring instantly prioritizes your highest-converting leads, allowing your sales team to focus on what matters most—closing deals. With data-driven insights and real-time updates, it boosts productivity, eliminates guesswork, and ensures smarter, faster decisions for maximum ROI.

Shape Software CRM AI Lead Scoring

Maintain data quality and operational efficiency

Shape’s duplicate management simplifies your daily workflow by ensuring clean, accurate data. Say goodbye to errors and wasted time—streamline your sales process, reduce costs, and focus on driving results with a more efficient, organized system that enhances team productivity and customer experience.

Shape Software CRM Duplicate Lead Management

Maximize efficiency by routing leads to the right team member

Shape's automated lead distribution directs leads to the most qualified team member, delivering a personalized and highly effective customer experience. With robust reporting and analytics, you gain actionable insights into team performance, enabling you to optimize processes and boost conversion rates.

Shape Software CRM Lead Distribution

Centralize your communication tools

Boost lead engagement with our award-winning phone system, designed to seamlessly call, text, and send MMS. Maximize productivity with features like inbound call routing, local presence dialing, and bulk texting. Experience a user-friendly communication system and take your sales to the next level.

Our built-in texting CRM offers powerful bi-directional communication, allowing you to send SMS and MMS text blasts, schedule automated messages, and engage in real-time conversations with prospects. With a texting inbox, conversational views, and detailed reporting, you can streamline your communication, boost engagement, and track results—all in one platform.

Our built-in emailing CRM allows you to send authenticated emails through compliant SMTP servers, ensuring secure and reliable delivery. Send email blasts, automate follow-ups, and customize hundreds of templates for personalized communication. With detailed tracking of click-through and open rates, an inbound inbox, and newsletter capabilities, you can optimize engagement and monitor campaign success effortlessly.

Shape Software CRM Call, Text, Email Communications

Unlock the power of AI Insights

Call Transcripts Icon

Call Transcripts

Call Scoring Icon

AI Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Scored Based Alerts Ico

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

Call Transcripts Icon

Call Transcripts

Call Scoring Icon

AI
Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Scored Based Alerts Ico

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

Shape Software CRM Mobile App

Use Shape on the go with our mobile app

Use Shape's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.

Award winning customer support team

We provide a comprehensive, client-focused experience with ongoing training and onboarding webinars. Access our rich resource center featuring an AI help bot, video tutorials, and responsive support to keep you informed and empowered every step of the way.

Integrate with thousands of your favorite apps

Seamlessly connect your tools and automate workflows to streamline your processes.

Shape Software CRM Integrations

Unlock the power of Shape in a matter of minutes!​

1
1. Sign Up
Click "Get Started" and choose a best-practice industry template. Instantly unlock your login and full access to Shape’s powerful Sales CRM and marketing suite.
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2. Seamless Onboarding
Leave the heavy lifting to us! Become a Shape pro with our daily training webinars, and let our support team handle data import and system implementation for you.
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3. Start Closing
Automate your sales and marketing. Deploy mortgage marketing materials that have been proven to convert, and harness the power of over 500 features to generate more leads and close more loans!
Icon illustrating Step 1 of the sign-up process for getting started with Shape Software, symbolizing the initial user onboarding stage.

1. Sign Up

Click "Get Started" and choose a best-practice industry template. Instantly unlock your login and full access to Shape’s powerful Sales CRM and marketing suite.

Icon representing Step 2 of the sign-up process for Shape Software, highlighting seamless expert onboarding to guide users through setup and integration.

2. Seamless Onboarding

We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.

Icon representing Step 3 of the sign-up process for Shape Software, emphasizing the start of using Shape's sales and marketing automation CRM to convert more leads and close deals efficiently.

3. Start Growing

Unlock the power Shape to automate your sales & marketing. Deploy hundreds of automated built in marketing materials and leverage 500+ powerful features to convert more deals today.

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Get started with Shape today