An all-in-one AI-powered CRM platform that helps businesses capture leads, automate follow-up, and close more deals.
Reviews
Top-rated
for performance, support, and ease of use.
Access professionally designed print, digital, and social templates, plus automation tools that make it easy to create, launch, and manage campaigns—all inside Shape’s built-in CMS.
Track every lead, deal, and interaction in a single workspace that keeps your pipeline moving and your team aligned—built to simplify daily work and close more deals.
Stay organized and on schedule with task lists, reminders, and shared calendars that simplify teamwork, improve visibility, and help your business stay on track every day.
Call, text, email, and AI conversations from one platform built to keep every conversation flowing, every customer informed, and every relationship stronger—all inside Shape’s communication hub.
Automate every follow-up, task, and workflow to reach prospects at the right time, close deals faster, and keep sales moving forward—all powered by Shape’s advanced automation tools.
Integrate Shape with your favorite systems to create seamless workflows, sync key data, and automate the flow of information—keeping your tools connected and your operations running smoothly.
Track performance across every area of your business with real-time dashboards and visual reports that turn your data into clarity, confidence, and action—all inside Shape’s reporting suite.
Shape AI automates what slows you down and keeps your team focused on what drives revenue—from lead follow-up to marketing automation, it runs your business efficiently around the clock.
Shape’s AI Digital Agents talk, text, and engage like real people—automating follow-ups, meaningful conversations, and lead nurturing 24/7 so your business never slows down and your team can focus on growth.
Score every lead in real time and focus on the ones most likely to convert with AI-powered precision.
Never miss a call again—AI answers instantly, captures details, and routes leads to the right place.
Stay in front of every lead with natural, human-like texts that build trust and engagement.
Let AI handle the repetitive tasks so your team can focus on what drives revenue and relationships.
Give clients and prospects a simple, secure place to complete key steps online—from applications and uploads to real-time status updates. Streamline intake, reduce manual touchpoints, and deliver a faster, more modern experience that saves time for everyone.
Build guided, survey-style intake funnels that collect the right data up front—making qualification faster, smarter, and more personalized. Create custom question paths that adapt to each response and send clean, ready-to-use data into your CRM.
Create templated document lists for each process so customers can upload, eSign, review, and verify files with ease—all from one secure portal. Eliminate missing paperwork and give teams real-time visibility into what’s received.
Shape is very simple to use. It has so many features and useful business applications. A great way to stay organized.
Engage prospects instantly and never miss an opportunity.
Automated follow-up turns more leads into clients.
Keep clients connected, informed, and loyal long-term.
Move prospects from first click to lifelong client through connected marketing, CRM, and automation that captures every opportunity.
Shape’s lead management system routes, prioritizes, and converts leads automatically—complete with compliance controls, duplicate prevention, and scalable routing built for any business.
Distribute leads intelligently across your team using custom rules for geography, source, campaign, or availability. Set delivery windows, workload limits, and eligibility filters to ensure every lead reaches the right person instantly and compliantly.
Shape instantly highlights top opportunities with customizable prioritized pipelines. Rank leads by engagement, activity, or timing so your team focuses on what drives results.
Turn inactive or unclaimed leads into new opportunities. Shape’s shark tanks let teams compete to claim available records, ensuring every potential deal gets the attention it deserves.
Keep your database clean and efficient with automated duplicate detection that identifies matches by phone, email, or custom logic. Choose to merge, flag, or alert your team so everyone works from one accurate record every time.
Built-in calling, texting, and routing help your team connect faster, stay compliant, and keep every conversation organized — no extra tools required.
Stay connected and close deals faster with Shape’s built-in SMS and MMS texting platform. Send 1-to-1 or bulk messages, automate follow-ups, and manage every conversation in one shared inbox. With 10DLC compliance, templates, and AI texting tools, Shape turns simple texts into real sales results.
Connect instantly with Shape’s built-in click-to-dial system. Prioritize leads by engagement, status, or custom rules and call directly from your CRM with crystal-clear quality. Every call is tracked, recorded, and monitored—giving you total visibility, accountability, and smarter follow-up.
Boost answer rates with Shape’s Local Presence settings. Use a shared pool of local phone numbers for both calls and texts, automatically matching your area code to each lead. Intelligent routing ensures every reply and return call reaches the right person, driving trust and connection.
Protect your caller reputation with Shape’s built-in spam remediation. We monitor carrier feedback and flag risks before they impact your connection rates. From verified caller IDs to proactive remediation, Shape keeps your numbers trusted, your calls answered, and your brand protected.
Handle every inbound call with precision using Shape’s intelligent routing engine. Greet callers with custom IVRs or AI answering, route to round robin or assigned reps, or forward to mobile when you’re on the move. Every call is tracked, statuses update automatically, and opportunities never slip away.
Shape’s Heads-Up Display gives managers a real-time window into live calls—perfect for coaching, quality checks, and instant support. Listen into the phone call without disrupting the conversation or alerting the caller, and gain full visibility into team performance when it matters most.
Shape can automatically record every inbound and outbound call, link them directly to contact records for easy review. With ShapeAI Insights, each conversation is transcribed, summarized, and analyzed—delivering the clarity and data you need for coaching, compliance, and better conversions.
Capture qualified leads, convert faster with automation, and re-engage every opportunity through Shape’s built-in marketing tools.
Capture more leads with conversion-optimized landing pages. Our team designs and customizes each page for you—no coding or design skills required.
Lead Provider Connections
Connect directly to lead sources and instantly import new opportunities without manual uploads or delays.
APIs, Bulk File Imports & HTTP POST
Capture leads from any source automatically with flexible API, file, and post options that scale with your business.
Automated Drip Campaigns
Deliver perfectly timed messages that nurture every lead using pre-built best-practice journeys—or create your own with easy-to-use template builder tools.
All-in-One Communication Tools
Call, text, and email directly from Shape with two-way tracking, AI-powered calling and texting, real-time engagement metrics, and insights that keep every conversation connected.
Design flyers, emails, and social posts in minutes using ready-made templates and easy editing tools—no design experience required.
Bulk Email & Text Campaigns
Send high-volume re-engagement campaigns that reach thousands and track clicks, opens, and replies in real time.
Detect activity changes or milestones and re-engage leads automatically with timely, relevant outreach.
Smart Segments for Timely Follow-Up
Create customizable views that identify and re-surface leads automatically, helping your team prioritize and reconnect when it matters most.
Unify your tech stack with powerful integrations that move data effortlessly between Shape and every tool your team relies on.
Shape is the growth engine behind top-performing teams—combining automation, compliance, and support to help you move faster and close more deals with ease.
Get your team moving fast with a setup designed for speed and simplicity. Shape’s guided onboarding gets you fully operational in days, not weeks—no complex setup, no confusion, just a quick path to productivity and results.
Shape’s built-in safeguards handle everything from DNC requirements to 10DLC texting regulations, keeping your outreach compliant and your records audit-ready—so your team can focus on clients, not compliance.
As your business evolves, Shape evolves with you. From powerful APIs and integrations to a flexible branching model and expert-led solution design, Shape adapts to your growth—expanding capabilities and streamlining workflows without limits.
Our professional services team customizes, optimizes, and automates your CRM to fit your business perfectly—configuring workflows, lead routing, and automation that boost productivity, sales performance, and long-term growth with a proven strategy.
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.
I love Shape! My company would be lost without them. My sales have increased over 26% using their pre made drip campaigns and AI lead management
Aaron Powell
Taxlift
No delays, no confusion—just a faster path to growth with Shape’s all-in-one platform.
Meet with a Shape expert for a personalized walkthrough. We’ll show you how Shape fits your process, your goals, and your team’s workflow.
Our team manages everything from user access and integrations to automation and configuration—so you can launch fast and focus on selling.
Activate AI, automation, and proven follow-up tools designed to help your team connect faster, stay organized, and close more deals with confidence.
Frequently Asked Questions
A quick guide to how Shape helps businesses sell smarter, communicate faster, and stay organized—no fluff, just facts.
