Together, we help businesses succeed

Refer your audience to Shape and earn generous commissions while helping them automate their business. It's free to join, with no minimum sales requirement, training needed, or cap on your earnings.

Ways to partner with Shape

Referral Partner

Earn a percentage of the net revenue generated by new customers you refer during their first 12 months. Boost your income while helping your network access our quality services.

Developer Partner

By integrating with Shape, you'll gain access to a broader audience and increase the exposure of your services. Let's work together to achieve mutual growth and success.

Co-Marketing Partner

Scale your business by leveraging our marketing power through shared website backlinks and promotions. Gain access to a wider audience and increase your brand's visibility.

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!

Who is a good partner?

Our program is tailored to website publishers, industry influencers, business consultants, agencies, independent software vendors (ISVs), VCs and incubators, educators, trade groups, associations, and any business interested in earning commissions by referring their audience to Shape. It's an excellent opportunity to increase your revenue stream while offering your customers high-quality services from a reputable provider.

How do you earn commissions?


Refer Clients

Recommend Shape's all-in-one solution to your customers and earn rewards for your referrals. Help them streamline their business with our all-inclusive solution, designed to boost their sales and marketing efforts.


Clients Sign Up

Track your referrals easily as customers sign up and activate a paid subscription plan using your unique referral link. Stay updated on your progress and earnings, all while helping your network access Shape's exceptional services.


Get Paid Monthly

Start earning a commission based on the net monthly revenue generated by your referrals. It's a simple and hassle-free way to boost your income while spreading the word about our top-tier services to your network.

How much can I expect to earn?

By referring new paying customers to Shape, you can earn a commission based on the net monthly revenue* generated during their first 12 months. It's a straightforward and lucrative way to increase your earnings while promoting our top-tier services to your network.

A new paying customer is defined as:

  • The customer signed up for Shape within 90 days of clicking on your Program Affiliate Link

  • The customer activates a paid subscription with Shape after signing up

  • The Customer did not already have an active paid subscription plan with Shape prior to your referral

*Net Monthly Revenue is defined as all license fees collected from New Paying Customers, less any chargebacks, credits and refunds, discounts and taxes as of the Lock Date.

How will this program benefit you?

Partner with Shape to enhance your product portfolio and outperform your competitors by delivering a distinctive, top-of-the-line solution. By supporting your clients in adopting a comprehensive business workflow management solution, you can boost customer retention and minimize churn rates.

  • Free to join

  • No limit on your commissions

  • No minimum sales requirement

  • 90-day cookie window

  • Robust reporting dashboard

  • Dedicated support

  • Access to large inventory of marketing assets

Help your customers succeed

Easy-to-use software that integrates over 500+ features, including CRM, POS, Email & SMS, eSignature, Lead Scoring, Digital Advertising and much more

Lead generation & scoring, CRM sales automation, prioritized sales pipelines

Built-in communication tools like integrated dialer, text & MMS, and seamless email

Save over 20 hours a month, and close deals 50% faster by letting Shape’s secure customer portal gather details and documents from your clients in a user-friendly way.

Track user performance, marketing & campaign insights, custom reports & more

Award winning customer support

We offer a complete client-focused experience. Ongoing training and onboarding webinars. Rich resource center and responsive support.

Mobile app walkthrough

Get started

Be sure to download the latest version of the application from either the App Store or Google Play. If you have the old app, please delete that app before installing the new one. You will use the same login credentials that you use on your computer.

Add your call settings

Before you can start calling in Shape's mobile app, you need to enter your cell phone number in the "Call Settings" section within your account settings. Click on your profile picture in the upper right-corner to get to your account settings. If you enter another number other than the phone number of the mobile device your app is installed on, you will run into issues.

Contact categories

Work your different record types by simply selecting the contact category from the top dropdown. Once there, choose from your prioritized pipeline views, all from your smartphone!

Using prioritized views

Manage, track, and optimize all your sales opportunities throughout the different stages of your lead's journey to close more opportunities. The same prioritized views you love on your computer, are also available on mobile.

Using quick actions

Easily call, text, and email your contacts directly from the list view using quick actions. To open a lead, click the name of the contact, and to see more actions, swipe left.

Make, receive, and track calls

Experience effortless call management with the Shape mobile app! Click-to-dial, check your missed calls, listen to call recordings, and access voicemail messages all in one convenient location.

Send and receive texts

Streamline your text message management with Shape! Handle your incoming and outgoing texts all in one centralized location. Quickly send messages and effortlessly view and respond to incoming ones.

Send emails

Utilize Shape's mobile app to send emails that seamlessly track in the CRM for complete visibility. Engage with your customers, even when you're away from your computer.

Check and leave notes

Stay on top of your leads and customers' information, even when you're on-the-go! Use the Shape mobile app to add new contacts, leave and review notes, and update customer files - all without needing a computer.

Track activity logs

Access activity logs for each contact to check on updates, automation efforts, team collaboration, and more.

File uploads

Enhance your contact files with ease by effortlessly attaching files of your choice. Select from your photos, files, or shared documents, directly from your mobile device.

Tasks are coming soon!

In the next update of the Shape mobile app, you'll be able to manage your tasks on-the-go. Stay tuned for more updates and features available!

Frequently asked questions

Shape has a wide range of support resources. We provide live webinars, video support tutorials, written support tutorials, and you can always reach out to our customer support directly from your Shape system or visit our support page for all forms of contact

Nope! At Shape, we offer month to month pricing as well as annual contracts. For customers that do decide to commit to Shape annually there is up to a 20% discount incentive.

We accept any major credit card. For annual subscriptions with over 25 users we can also issue an invoice payable by bank transfer or check. Your account executive can arrange an invoice purchase.

You can think of a user as any person who has access to use Shape software. You can have 1 to unlimited users, just be aware that the users you add to the CRM reflect in your total monthly subscription fees.

Shape is a cloud-based software solution that requires a stable internet connection. We recommend using the latest, versions of Chrome, Microsoft Edge, and Firefox. Also Safari 10.1 and newer.

Shape’s customer portal is fully brandable however the Shape CRM instance cannot be white labeled. Want something custom? With Shape’s help, there’s no limit to how much you can scale your company’s growth and lead your business, affiliates, associates, and clients down a path to success.

We hope that won’t be necessary, but you can cancel your subscription whenever you believe that Shape is no longer helping you with your business. You can cancel by contacting us, or in your software settings.

Due to the fact that our product has communications such as calling, texting, etc that require passthrough costs we cannot offer a free trial. However we do offer a free demo to answer all questions prior to your purchase of Shape. There may be old content available on other websites or outdated pages that state a free trial. These are void and are no longer honored by Shape.

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 reviews

What our partners say

"Most useful CRM I've ever used. It was easy to learn, everything was very intuitive and the user experience was sleek."

Pegah S. Technology Partnerships Manager

Source: Shape G2 reviews

Let's work together!

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211


Become a Partner