The AI CRM your business has been waiting for.
- Replace 10+ tools. One connected platform.
- Automate everything. AI works behind the scenes.
- Sell more. Faster follow-up, better results.
Trusted by 100,000+ customers since 2009.
“Hi Jim, this is Eva from Acme Inc. I’m following up on your recent inquiry. Is now a good time to chat?“
How every team gets more done with Shape.
Whether you’re closing deals, running campaigns, supporting customers, or leading your team, Shape helps you do your best work.
Close more deals with less busywork.
Spend more time selling and less time updating records. Shape keeps every conversation, task, and opportunity organized so you can focus on closing.
- ✓ Manage leads and opportunities from one pipeline
- ✓ Automatically log calls, texts, and emails
- ✓ Never miss a follow-up with AI and automation
- ✓ Stay productive from anywhere
Generate more leads. Convert more customers.
Create campaigns, capture leads, and automate follow-up without switching between multiple tools.
- ✓ Build landing pages in minutes
- ✓ Send personalized email and SMS campaigns
- ✓ Track engagement across every channel
- ✓ Nurture leads automatically
Personalized from live CRM fields.
“Still thinking it over? Reply YES to lock.”
Know what’s happening without asking.
Real-time dashboards and reporting give leaders complete visibility into team performance, pipeline health, and growth opportunities.
- ✓ Monitor sales performance in real time
- ✓ Track goals, conversions, and revenue
- ✓ Identify trends before they become problems
- ✓ Make data-driven decisions
Keep your business running smoothly.
Automate repetitive work, eliminate manual processes, and keep every team working from the same source of truth.
- ✓ Route leads automatically
- ✓ Eliminate duplicate records
- ✓ Build powerful workflows without code
- ✓ Connect your existing business tools
A new lead enters the pipeline.
Assigns the right rep and merges duplicates.
Keeps every system on one source of truth.
Deliver exceptional customer experiences.
Give your team everything they need to resolve issues faster while keeping every customer interaction in one place.
- ✓ View every conversation in one timeline
- ✓ Respond by phone, text, or email
- ✓ Let AI answer common questions
- ✓ Escalate to the right team instantly
“How do I reset my portal password?”
“Here’s a secure reset link — anything else?”
Full context attached — no repeating.
Everything your business needs. One platform.
Never let another lead slip through the cracks.
Capture leads instantly from forms, landing pages, ads, and integrations without manual entry.
Automatically route leads to the right rep using customizable assignment rules and routing logic.
Identify your hottest opportunities with AI powered lead scoring and smart prioritization.
Keep your CRM clean by preventing duplicate records and merging matching contacts automatically.
Lead Capture
Capture leads instantly from forms, landing pages, ads, and integrations without manual entry.
Lead Distribution
Automatically route leads to the right rep using customizable assignment rules and routing logic.
Lead Prioritization
Identify your hottest opportunities with AI powered lead scoring and smart prioritization.
Duplicate Management
Keep your CRM clean by preventing duplicate records and merging matching contacts automatically.
Every customer relationship, in one place.
Manage customers, prospects, referral partners, recruits, and every business relationship in one CRM.
Track every opportunity through customizable pipeline stages from first contact to closed deal.
Manage follow ups, reminders, appointments, and daily tasks so nothing gets overlooked.
View every call, text, email, note, and update in one complete customer history.
Contact Management
Manage customers, prospects, referral partners, recruits, and every business relationship in one CRM.
Pipeline Management
Track every opportunity through customizable pipeline stages from first contact to closed deal.
Tasks & Activities
Manage follow ups, reminders, appointments, and daily tasks so nothing gets overlooked.
Customer Timeline
View every call, text, email, note, and update in one complete customer history.
Every conversation starts here.
Call customers from your CRM with click to call, recordings, voicemail drops, and call logging.
Send personalized text messages, automate follow ups, and manage conversations in one place.
Create, send, automate, and track emails with templates, personalization, and reporting.
Manage calls, texts, emails, and customer conversations from one centralized inbox.
Dialer
Call customers from your CRM with click to call, recordings, voicemail drops, and call logging.
SMS
Send personalized text messages, automate follow ups, and manage conversations in one place.
Create, send, automate, and track emails with templates, personalization, and reporting.
Unified Inbox
Manage calls, texts, emails, and customer conversations from one centralized inbox.
A customer experience they’ll actually love.
Collect applications and forms online with a secure, branded customer experience.
Securely collect, organize, and share documents without endless email chains.
Keep customers informed with real time progress updates throughout every stage.
Review and sign documents electronically from anywhere on any device.
Online Applications
Collect applications and forms online with a secure, branded customer experience.
Document Management
Securely collect, organize, and share documents without endless email chains.
Status Tracking
Keep customers informed with real time progress updates throughout every stage.
E-Signatures
Review and sign documents electronically from anywhere on any device.
Marketing that keeps working, even when you don’t.
Build branded landing pages that capture more leads with an easy drag and drop editor.
Reach thousands of contacts with personalized email and SMS campaigns in just a few clicks.
Schedule and publish social media content across multiple platforms from one dashboard.
Automate marketing campaigns that nurture leads and keep customers engaged.
Landing Pages
Build branded landing pages that capture more leads with an easy drag and drop editor.
Bulk Messaging
Reach thousands of contacts with personalized email and SMS campaigns in just a few clicks.
Social Media
Schedule and publish social media content across multiple platforms from one dashboard.
Campaign Management
Automate marketing campaigns that nurture leads and keep customers engaged.
Automate the work no one wants to do.
Automate repetitive tasks and business processes with powerful no code workflows.
Automatically send messages, assign leads, update records, and create follow up tasks.
Keep leads engaged with automated email and SMS sequences tailored to every stage.
Automatically create reminders and follow up tasks so nothing falls through the cracks.
Workflows
Automate repetitive tasks and business processes with powerful no code workflows.
Trigger Based Actions
Automatically send messages, assign leads, update records, and create follow up tasks.
Drip Campaigns
Keep leads engaged with automated email and SMS sequences tailored to every stage.
Task Automation
Automatically create reminders and follow up tasks so nothing falls through the cracks.
Your hardest-working team member never clocks out.
AI calls, qualifies leads, books meetings, warm transfers conversations, and never misses a follow up.
Engage customers with AI powered text conversations that respond and follow up automatically.
Analyze conversations, uncover trends, identify sentiment, and surface coaching opportunities.
Prioritize your best opportunities with AI powered scoring based on engagement and buying intent.
AI Calling
AI calls, qualifies leads, books meetings, warm transfers conversations, and never misses a follow up.
AI Texting
Engage customers with AI powered text conversations that respond and follow up automatically.
AI Insights
Analyze conversations, uncover trends, identify sentiment, and surface coaching opportunities.
Lead Scoring
Prioritize your best opportunities with AI powered scoring based on engagement and buying intent.
See what’s working. Fix what isn’t.
Monitor sales, marketing, pipeline, and team performance with live customizable dashboards.
Build custom reports to measure performance, identify trends, and make smarter decisions.
Track team performance and motivate sales with real time rankings and scoreboards.
Forecast revenue, pipeline health, and business growth with real time performance data.
Dashboards
Monitor sales, marketing, pipeline, and team performance with live customizable dashboards.
Reporting
Build custom reports to measure performance, identify trends, and make smarter decisions.
Leaderboards
Track team performance and motivate sales with real time rankings and scoreboards.
Forecasting
Forecast revenue, pipeline health, and business growth with real time performance data.
AI that works the pipeline with you.
Your CRM should do more than store data. Shape AI calls, texts, qualifies leads, books meetings, warm transfers live conversations, analyzes interactions, and scores every opportunity.
Customer is interested in getting started and requested a follow up this week. Ready for sales outreach.
The connections you need. The flexibility you expect.
Shape is built to be your all in one platform, but when you need to connect with other tools, native integrations, webhooks, Zapier, and our open API make it easy.
Connect instantly with the business tools your team already uses every day.
Explore integrations → BuildOpen APIBuild custom integrations and automate data with our fully documented REST API.
See what’s possible → AutomateWebhooksTrigger real time updates and keep your systems connected as data changes.
Learn more → ExtendNo Code AutomationConnect Shape to thousands of apps with Zapier, Make, and other no code platforms.
Explore automation →Your office fits in your pocket.
The Shape mobile CRM keeps your business moving with calls, texts, notifications, contacts, tasks, and your entire pipeline, wherever the day takes you.
- Call and text customers with a single tap
- Never miss a new lead, message, or follow up
- Access your CRM, pipeline, and tasks from anywhere
Getting started is the easy part.
Onboarding, real human support, and ongoing resources — built to get your team live fast and keep you moving long after.
Up and running in days, not weeks.
A guided, white-glove onboarding experience that helps your team get up and running quickly—without the complexity, confusion, or guesswork.
- Dedicated implementation specialist
- We migrate and organize your data
- CRM tailored to your workflow
Meet your implementation specialist and build your launch plan.
We securely migrate and organize your existing data.
Your CRM, automations, and workflows are tailored to your business.
Go live with confidence after hands-on training and final review.
Help that doesn’t stop after launch.
Get instant answers from Shape AI anytime, or connect with a real product expert by phone or email whenever you need personalized help.
- 24/7 AI support with instant answers
- Real product experts by phone or email
- A dedicated account manager for the life of your account
- Support guides and video tutorials
- Live webinars and personalized training
Never wait for help.
Shape AI provides instant answers, guides you step by step, and gets you moving faster whenever you have a question.
Keep getting more from Shape.
Whether you’re training new hires or mastering advanced features, our live training, self-paced courses, and expert resources help your team get more value from Shape every day.
- New learning opportunities every week
- Resources for every role and experience level
- Learn at your own pace, anytime
- Keep your team up to date with new features
- Expert help when you need it
Free live sessions with Shape experts every week.
Structured training for every role and skill level.
On-demand tutorials, walkthroughs, and support articles.
Need extra help? Hire our experts for custom projects and hands-on assistance.
Built to earn your trust from day one.
Your data is protected with enterprise-grade security, encryption, independent audits, and compliance standards trusted by businesses in regulated industries.
Visit our Trust Center →
10DLC Registration
Skip the complexity. We’ll manage your 10DLC registration so your business texting stays compliant and delivers reliably.
Learn more →Your next CRM
should be your last.
See how Shape brings your CRM, communications, automation, and AI together in one platform designed to help your team sell more, respond faster, and spend less time on busywork.
“The system has all the features we need to run our business smoothly, and the support has been excellent. Corey has been great, always quick to respond and guide us along the way. It makes a big difference having a CRM that not only works but also comes with a team that truly helps.”
“Shape software has been fantastic to work with! Jim was especially great. He helped get my system up and running quickly and made the whole process smooth and stress free. Highly recommend their support and service!”