The AI CRM built to close more solar deals.
- Set more appointments. Auto-follow-up that fills your closers’ calendars.
- Cut no-shows. Automated reminders before every appointment.
- Never drop a proposal. Follow up until the deal is signed.
Trusted by 100,000+ customers since 2009.
Pipeline
“Hi Jim, this is Eva from Acme Inc. I’m following up on your recent inquiry. Is now a good time to chat?“
Your all-in-one solar sales platform.
From canvassing and appointment setting to proposals, communication, automation, AI, and reporting, Shape brings every part of your solar sales operation together in one connected platform.
Marketing that keeps your pipeline full.
Reach homeowners and past prospects with campaigns and content built for solar.
- ✓ Pre-built solar campaigns and content
- ✓ Ready-to-post social content
- ✓ Seasonal and incentive-based promos
Reach every homeowner, fast.
Call, text, and email from one place with a dialer and local presence, so more homeowners pick up.
- ✓ Power dialer for setters
- ✓ Local presence and call tracking
- ✓ Two-way texting for reminders and follow-up
From knock to install — one system.
Manage prospects, appointments, and deals with speed-to-lead automation and setter-to-closer handoffs built in.
- ✓ Speed-to-lead: new leads contacted in seconds
- ✓ Setter-to-closer handoffs that don’t drop
- ✓ Automated proposal follow-up
Landing pages that book appointments.
CRO-optimized pages and forms we design and build for you, routing homeowners straight to a setter.
- ✓ Survey-style qualification funnels
- ✓ Instant appointment booking
- ✓ Done-for-you and optimized
A portal for docs and signatures.
Give homeowners a branded space to review proposals, upload docs, and sign.
- ✓ Collect docs and e-signatures
- ✓ Share proposals and updates
- ✓ Syncs to your CRM automatically
Turn doors into booked appointments.
Capture canvassing leads in the field and route them into automated appointment-setting workflows.
- ✓ Capture door-knock leads on mobile
- ✓ Auto-schedule and confirm appointments
- ✓ Reduce no-shows with reminders
Keep setters and closers on track.
Built-in tasks and calendar sync keep every appointment, follow-up, and reset organized.
- ✓ Automated tasks for follow-up and resets
- ✓ Checklists by role and stage
- ✓ Calendar sync with Google and Outlook
See what’s driving installs.
Track sit rate, close rate, and appointments set across setters, closers, and lead sources.
- ✓ Track sit rate, close rate, appts set
- ✓ See which lead sources convert
- ✓ Monitor setter and closer performance
Explore the features solar teams love most.
Every lead worked. Every appointment set.
Contact new leads in seconds by call, text, and email.
Route leads to setters by area, source, and schedule.
Reassign leads that aren’t being worked so none go cold.
Log door-knock leads from the field on mobile.
Detect duplicates so you never work a lead twice.
Speed-to-Lead Automation
Contact new leads in seconds by call, text, and email.
Smart Lead Distribution
Route leads to setters by area, source, and schedule.
Lead Redistribution
Reassign leads that aren’t being worked so none go cold.
Canvassing Capture
Log door-knock leads from the field on mobile.
Duplicate Management
Detect duplicates so you never work a lead twice.
Built for setter-and-closer teams.
Run multiple offices, teams, or dealers from one CRM.
Separate setters, closers, and managers with the right access.
Pass appointments cleanly from setter to closer.
See every rep’s activity and pipeline live.
Surface the hottest prospects to work next.
Branching
Run multiple offices, teams, or dealers from one CRM.
Roles & Permissions
Separate setters, closers, and managers with the right access.
Setter-Closer Handoffs
Pass appointments cleanly from setter to closer.
Team Visibility
See every rep’s activity and pipeline live.
Prioritized Pipelines
Surface the hottest prospects to work next.
Connect your lead sources and tools.
Auto-import leads from your vendors and web forms.
Accept posted leads by API or webhook instantly.
Connect Shape to virtually any tool.
Build workflows with Zapier, Make, and more.
Two-way sync with Google and Outlook.
Lead Provider Integrations
Auto-import leads from your vendors and web forms.
Real-Time Lead Posting
Accept posted leads by API or webhook instantly.
Open API & Webhooks
Connect Shape to virtually any tool.
No-Code Automation
Build workflows with Zapier, Make, and more.
Calendar Sync
Two-way sync with Google and Outlook.
Marketing that keeps homeowners warm.
Nudge homeowners until the proposal is signed.
Create flyers, door hangers, and social posts.
Automated outreach for every stage.
Pages we design and build to book appointments.
Launch proven solar campaigns in a few clicks.
Proposal Follow-Up
Nudge homeowners until the proposal is signed.
Design Studio
Create flyers, door hangers, and social posts.
Email & Text Campaigns
Automated outreach for every stage.
Landing Pages
Pages we design and build to book appointments.
Solar Templates
Launch proven solar campaigns in a few clicks.
Build and grow your sales team.
Manage recruiting for setters and closers end to end.
Track dealers and partners who send you deals.
Get new reps productive faster.
See which partners and reps drive installs.
Keep recruits and partners engaged.
Rep Recruiting Pipelines
Manage recruiting for setters and closers end to end.
Dealer & Partner Tracking
Track dealers and partners who send you deals.
Onboarding Workflows
Get new reps productive faster.
Partner Attribution
See which partners and reps drive installs.
Automated Outreach
Keep recruits and partners engaged.
Confirm appointments. Save deals.
Text homeowners with photos and docs.
Auto-confirm and remind to cut no-shows.
AI answers questions and books appointments 24/7.
Text your whole pipeline about promos and resets.
See opens, clicks, replies, and opt-outs.
Two-Way SMS & MMS
Text homeowners with photos and docs.
Appointment Reminders
Auto-confirm and remind to cut no-shows.
AI Texting
AI answers questions and books appointments 24/7.
Bulk Campaigns
Text your whole pipeline about promos and resets.
Engagement Tracking
See opens, clicks, replies, and opt-outs.
A dialer built for setters.
Work through lead lists without dialing by hand.
Show a local number to lift answer rates.
Record and review setter calls for coaching.
Hand live homeowners to a closer instantly.
Keep your numbers connecting, not flagged.
Power Dialer
Work through lead lists without dialing by hand.
Local Presence
Show a local number to lift answer rates.
Call Recording
Record and review setter calls for coaching.
Warm Transfers
Hand live homeowners to a closer instantly.
Spam Remediation
Keep your numbers connecting, not flagged.
Dial and text with confidence.
Scrub DNC lists before you dial.
Capture and honor consent automatically.
Keep texting registered and deliverable.
Verify contacts before outreach.
Honor opt-outs across text and email.
Do Not Call Protection
Scrub DNC lists before you dial.
Consent Management
Capture and honor consent automatically.
10DLC Registration
Keep texting registered and deliverable.
Email & Phone Validation
Verify contacts before outreach.
Opt-Out Management
Honor opt-outs across text and email.
Know your sit rate, close rate, and cost per install.
Watch appointments, sits, and closes in real time.
Track appts set, sit rate, and close rate by rep.
See cost per appointment and per install by source.
Track deals from lead to install.
Rank reps by appointments and closes.
Live Dashboards
Watch appointments, sits, and closes in real time.
Setter & Closer Reporting
Track appts set, sit rate, and close rate by rep.
Lead Source ROI
See cost per appointment and per install by source.
Pipeline Reporting
Track deals from lead to install.
Leaderboards
Rank reps by appointments and closes.
AI that sets and saves appointments.
When a lead comes in after a canvassing shift or you’re on another door, Shape AI calls, qualifies, books the appointment, and reminds the homeowner — so your closers’ calendars stay full.
Customer is interested in getting started and requested a follow up this week. Ready for sales outreach.
Connect your entire solar sales stack.
Shape is built to be your all-in-one solar sales platform, but when you need to connect your lead sources and tools, native integrations, webhooks, Zapier, and our open API make it easy.
Connect instantly with the tools your solar 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 →Solar sales doesn’t stop at the office.
Whether you’re canvassing, driving to an appointment, or in a homeowner’s living room, the Shape app keeps your leads, appointments, and follow-ups in your pocket.
- Log and call canvassing leads from the field
- Never miss a new lead, appointment, or follow-up
- Access your pipeline and appointments anywhere
Built for every stage of growth.
Whether you’re a solo closer, a growing sales team, or a multi-office dealer, Shape scales with your operation so your team can set and close more at every stage.
Why solar orgs choose Shape
Built to support big setter-and-closer teams and multi-office dealers.
- Advanced lead distribution
Route leads by area, source, and setter schedule
- Speed-to-lead automation
New leads contacted in seconds, automatically
- Setter-to-closer handoffs
Appointments passed cleanly, never dropped
- Role-based dashboards
Custom views for setters, closers, and managers
- Automated appointment reminders
Cut no-shows with confirmations and reminders
- Centralized communication
Call, text, and email from one platform with tracking
- Compliance tools
DNC, TCPA, and consent tracking built in
- Multi-office management
Run every office and dealer from one login
- Sit and close rate reporting
Track performance by rep and lead source
- Scales with your org
Add reps and offices without switching systems
Why solar reps choose Shape
Perfect for closers and small teams who want more appointments and fewer no-shows.
- Simple, powerful lead management
Every prospect, appointment, and follow-up in one place
- Fast lead follow-up
Auto-call and text new leads the second they arrive
- Built-in call, text, and email
Reach homeowners right from each record
- Automated appointment reminders
Fewer no-shows without lifting a finger
- Proposal follow-up
Stay on every deal until it’s signed
- Canvassing capture
Log door-knock leads on your phone
- Marketing tools built in
Landing pages, campaigns, and social
- Everything logged automatically
Calls, texts, emails, and notes in one timeline
- Fast onboarding
Get selling quickly without a complicated setup
- Built for the field
Run your day from your phone
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 →Skip the complexity. We’ll manage your 10DLC registration so your business texting stays compliant and delivers reliably.
Learn more →Solar moves fast.
Your CRM should move faster.
Stop losing homeowners to slow follow-up and no-shows. Shape puts your dialer, appointment setting, proposal follow-up, and pipeline in one place — so you set more and close more.
We cut our no-show rate almost in half with Shape’s automated reminders. Our closers’ calendars are finally full.
Speed-to-lead is everything in solar. Shape calls and texts leads for us the second they come in.