Get started with Acuity + Shape

Cohesive, user-friendly system for running your business end-to-end
Conveniently sync with popular calendar platforms to avoid scheduling conflicts
Reduce no-shows by sending customized reminder emails & texts to clients

Get Started Today

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Learn about Shape in 3 minutes

Curious about Shape's all-in-one solution and what it can do for you? Our short 3 minute video showcases its top features and tools. Check it out!

More than just a scheduling tool.

Time management

Manage multiple locations and employees, only show your clients the calendar you want them to see, and harness all the flexibility to make scheduling work for you.

Custom scheduling

Say goodbye to phone tag. Auto-adjust for time zones, let clients easily cancel & reschedule themselves, and send automated reminders to keep clients prompt.

Organized information

Save and store relevant client information. Ask clients to fill out intake forms at the point of booking, so you'll have everything you need to know about them in one place.

Level up with Acuity + Shape

Easy event management

Acuity simplifies event creation, editing, and organization, making it effortless to manage your schedule and stay on top of important appointments and activities.

Seamless integration

Have your system automatically adjust for different time zones, ensuring accurate scheduling and avoiding confusion when coordinating meetings or events with participants from around the world.

Timezone adaptability

Have your system automatically adjust for different time zones, ensuring accurate scheduling and avoiding confusion when coordinating meetings or events with participants from around the world.

Mobile accessibility

Available on mobile devices, allowing you to access and manage your schedule on the go, receive reminders, and stay organized wherever you are.

Everything you need to schedule anything.

Shape AI makes your work easier

Revolutionize your customer relationships with Shape's built-in artificial intelligence.

Use Shape on the go with our mobile app

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.

A more streamlined & personalized scheduling experience

1. Sign Up

Click the "Get Started" button, pick our turn key mortgage template, and sign up. Your login credentials and full access to your Shape system will be unlocked immediately.

2. Seamless Onboarding

We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.

3. Start Closing

Unlock the power Shape to automate your sales & marketing. Deploy proven to convert mortgage marketing materials and leverage 500+ powerful features to generate more leads and close more loans!

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 reviews

What our customers say

"After 25 years I've finally found the CRM that has helped me reduce cost and increase revenue."

Brady Webb, CEO American Mortgage Solutions Inc.

Source: Shape G2 reviews