Expert CRM administration, done for you.
Expert CRM administrators configure, automate, and optimize your system — a la carte or ongoing — so your team spends time selling, not wrestling with software.
Discovery
We learn your goals, workflow, and where deals get stuck.
Plan
Your expert maps a strategy and a clear scope of work.
Build
We configure, automate, and integrate your system.
Optimize
Regular check-ins refine and improve as you grow.
More than setup. A CRM partner.
Have the goals but not the time? Our administrators bring your vision to life and keep your system sharp.
We tailor your CRM to your goals — custom fields, views, statuses, and workflows built to fit how you sell.
See customization → OptimizeOptimizationA streamlined, efficient process tuned to boost productivity and conversion across your pipeline.
See optimization → AutomateAutomationAutomated workflows for follow-ups, lead assignment, and repetitive tasks so your team can focus on selling.
See automation → StrategizeStrategyA strategic CRM plan aligned to your sales goals, with regular expert guidance to drive growth.
See strategy →Let Shape handle the heavy lifting.
Have goals and strategies but no time to build them? Our experts bring your vision to life and guide you along the way.
- ✓ Professional setup & customization
- ✓ Time-saving automation
- ✓ Enhanced sales tracking & reporting
- ✓ Personalized support & optimization
A la carte or ongoing — your call.
Go beyond complimentary onboarding with targeted, expert help — one project at a time, or a dedicated partner on retainer.
Setup & customization
Your CRM, tailored to your business.
- Custom fields, views & statuses
- Role-based dashboards
- Pipeline & stage design
- Prioritization rules
Workflow automation
Put repetitive work on autopilot.
- Trigger-based automations
- Automated follow-up sequences
- Lead assignment & distribution
- Task & reminder workflows
Lead strategy
From distribution to post-close.
- Lead capture & de-dupe rules
- Distribution & prioritization
- Follow-up strategy
- Secret-shopping & journey mapping
Reporting & insights
Know what’s working.
- Custom reports & dashboards
- Conversion & pipeline reporting
- Marketing ROI tracking
- Team performance reporting
Integrations
Wire Shape into your stack.
- Native integrations
- Zapier & Make automations
- Open API & webhook setup
- Lead provider connections
Ongoing optimization
A partner who keeps improving.
- Regular 1:1 check-ins
- Continuous refinement
- New-feature rollouts
- Documentation & training
Your goals.
Our experts.
Tell us what you’re trying to achieve. Our administrators will configure, automate, and optimize your CRM to get you there faster.
Shape, along with Dani and her team, have been exceptional to work with. We have a complicated build-out with in-depth customization, and Shape went out of their way to customize the system to our business model.
Our administrator rebuilt our automations and pipeline. We’re closing faster with a fraction of the manual work.