Manage Everything
in One Easy to Use Software

CRM, Sales, and Marketing Automation to help you achieve more.


"Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable & automated follow-up system. Shape Software has given me the freedom to focus on my clients."

– Aaron Powell, Star Financial


A More Powerful CRM


The Shape CRM uses intelligent automation to simplify and organize everyday admin that consumes time so you and your team can focus on what matters: your business.


Lead Capture

Automatically capture leads, send follow ups, and manage client projects within one easy-to-use interface. Never lose track of important data or communications ever again!

Powerful Workflows

Create automated workflows that streamline processes and ensure best practices so your team can deliver world-class customer experiences every day.

Team Management

Sync your team’s email, calendars, and to-do’s to always stay on the same page. Assign tasks to staff to get instant accountability, and use role permissions to keep sensitive data private.


Better Marketing & Sales Automation


Our suite of powerful marketing and sales automation tools would cost thousands of dollars a month on their own. You get them all included in your plan for no extra charge.


SMS Messaging

82% of text messages are read within 5 minutes, and Shape helps you stay top of mind with powerful SMS tools. Reach out to leads with pinpoint accuracy and context when it counts.

Integrated Dialer

With click to dial, inbound & outbound calling, call recording, local presence, and more, your sales team gets the enterprise-level features they need to close the right deals.

Email Automation

Build and send high quality newsletters, emails, and drip campaigns with pinpoint accuracy. Stay connected with leads and nurture new relationships without missing a beat.


Easier Client & Project Management


Shape gives you the power to make onboarding new clients effortless. With a strong system in place, you’ll have everything you need to grow revenue to new heights.


Professional Documents

Build and send custom forms, contracts, proposals, and invoices, or use our proven pre-built library of templates. Shape’s e-Sign feature gets you documents back quickly and securely.

Faster Payments

Use automated payment reminders, calculators, and online invoicing to get paid quicker than ever and create a seamless billing process for your clients.

Robust Reporting

Generate custom reports like referral tracking, top lead sources, and hundreds more. Get the data you need to invest in business and marketing decisions that will actually move the needle.


Endlessly Configurable for Your Needs


Don’t compromise on a software that only gives you half the features and customizations you need to get the job done. With every Shape plan, you get access to a suite of integrations, custom account setup, and white glove support that’s always ready to help you achieve more.


Flawless Integrations

Shape integrates with the tools you depend on like MailChimp, Twilio, G Suite, MS Office, Case Management software, LOS, MLS, merchant accounts, Stripe, BombBomb, Zapier, and tons more.

Custom Configurations

The Shape CRM lets you fully configure the interface and features for your business’s specific needs. Finally, the system you’ve been dreaming about can come to life.

Superior Support

Our support team is always here for you via phone, online chat, or email. Unlike other CRMs, we never charge you to speak to a live person or gate off support functionality.


The Shape Difference


At Shape, we believe that great software is more than just the sum of its features. To manage and grow your business, you need a tool both you and your staff can rely on day in and day out, and that starts with an intuitive interface, a solid backend, and best in class data security.


Intuitive UI

Our responsive user interface is intuitive and easy to use. You and your staff won’t need to spend countless hours on training webinars or poring over FAQs to use Shape.


Advanced Security

Shape uses advanced security features and protocols to protect the sensitive data of you and your clients.


Powerful Backend

Shape supports over 15,000 users and counting! Our dedicated team of engineers is always improving our software so you can always depend on it.

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Highly Rated Amongst Customers

Shape Software has been the most valuable tool for our business in tracking prospects and customers, following up, communicating, and nurturing relationships after their project has been wrapped up. We’ve found that it was an easy to adopt and use because of the intuitive layout and workflows. Shape’s customer service and expertise in helping us get our custom software up and running really helped us to tailor the platform to our needs.
— Patricia D.
Shape Software is intuitive, organized, customizable, and great for any sized company. It’s been our most valuable tool in helping to streamline our processes. Your are able to test out all of the features of Shape for 14 days free with their trial to get a better feel for how it works. Shape is very reasonably priced and comes with all the CRM necessities to run most businesses.
— Jenna A.