The AI CRM built to enroll more students.
- Answer inquiries in seconds. Beat every other school to the phone.
- Nurture to enrollment. Automated follow-up through every start date.
- Stay compliant. TCPA, DNC, and consent tracking built in.
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 enrollment platform.
From inquiry capture and speed-to-lead to nurture, communication, automation, AI, and reporting, Shape brings every part of your enrollment operation together in one connected platform.
Marketing that fills your inquiry pipeline.
Reach prospective students and re-engage past inquiries with campaigns built for enrollment.
- ✓ Pre-built nurture campaigns by program
- ✓ Ready-to-send email and text
- ✓ Re-engagement for stale inquiries
Reach every inquiry before they enroll elsewhere.
Call, text, and email from one place with a dialer and local presence, so more prospective students pick up.
- ✓ Power dialer for advisors
- ✓ Local presence and call tracking
- ✓ Two-way texting for reminders and nurture
From inquiry to enrollment — one system.
Manage prospective students, applications, and start dates with speed-to-lead automation and nurture built in.
- ✓ Speed-to-inquiry: contacted in seconds
- ✓ Nurture through every start date
- ✓ Track applicants to enrollment
Inquiry forms that capture and route.
CRO-optimized pages and forms we design and build for you, routing inquiries straight to an advisor.
- ✓ Survey-style qualification forms
- ✓ Instant routing to an advisor
- ✓ Done-for-you and optimized
A portal for docs and next steps.
Give prospective students a branded space to submit documents and track their next steps.
- ✓ Collect docs and e-signatures
- ✓ Share next steps and updates
- ✓ Syncs to your CRM automatically
Nurture every inquiry to a start date.
Automate multi-touch nurture campaigns tied to programs and cohorts so no inquiry goes cold.
- ✓ Program- and cohort-based nurture
- ✓ Automated reminders for deadlines
- ✓ Re-engage stalled applicants
Keep advisors on top of every inquiry.
Built-in tasks and calendar sync keep every callback, interview, and deadline organized.
- ✓ Automated tasks and callbacks
- ✓ Checklists by program and stage
- ✓ Calendar sync with Google and Outlook
See what’s driving enrollments.
Track speed-to-inquiry, contact rate, and enrollment by advisor and lead source.
- ✓ Track speed-to-inquiry and contact rate
- ✓ See which sources enroll
- ✓ Monitor advisor performance
Explore the features enrollment teams love most.
Every inquiry answered before it goes cold.
Contact new inquiries in seconds by call, text, and email.
Route inquiries to advisors by program, location, and schedule.
Reassign inquiries that aren’t worked so none go cold.
Drop unclaimed inquiries into pools advisors can grab.
Detect duplicate inquiries so you never call twice.
Speed-to-Inquiry Automation
Contact new inquiries in seconds by call, text, and email.
Smart Inquiry Routing
Route inquiries to advisors by program, location, and schedule.
Inquiry Redistribution
Reassign inquiries that aren’t worked so none go cold.
Shark Tank
Drop unclaimed inquiries into pools advisors can grab.
Duplicate Management
Detect duplicate inquiries so you never call twice.
Built for enrollment call centers.
Run multiple campuses, programs, or brands from one CRM.
Separate advisors, managers, and leadership with the right access.
Track prospective students by program and start date.
See every advisor’s activity and pipeline live.
Surface the hottest inquiries to work next.
Branching
Run multiple campuses, programs, or brands from one CRM.
Roles & Permissions
Separate advisors, managers, and leadership with the right access.
Program & Cohort Tracking
Track prospective students by program and start date.
Team Visibility
See every advisor’s activity and pipeline live.
Prioritized Pipelines
Surface the hottest inquiries to work next.
Connect your lead sources and student systems.
Auto-import inquiries from your vendors and web forms.
Accept posted inquiries 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 inquiries from your vendors and web forms.
Real-Time Lead Posting
Accept posted inquiries 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.
Nurture that keeps students engaged.
Multi-touch journeys tied to programs and start dates.
Create emails, flyers, and social posts.
Automated outreach for every stage of enrollment.
Pages we design and build to capture inquiries.
Launch proven enrollment campaigns in a few clicks.
Nurture Campaigns
Multi-touch journeys tied to programs and start dates.
Design Studio
Create emails, flyers, and social posts.
Email & Text Campaigns
Automated outreach for every stage of enrollment.
Landing Pages
Pages we design and build to capture inquiries.
Program Templates
Launch proven enrollment campaigns in a few clicks.
Build and coach your advising team.
Get new advisors productive faster.
Review calls and coach advisors with insights.
Track which partners and sources drive enrollments.
See which advisors and sources convert.
Keep partners and recruits engaged.
Advisor Onboarding
Get new advisors productive faster.
Call Coaching
Review calls and coach advisors with insights.
Partner & Source Tracking
Track which partners and sources drive enrollments.
Performance Attribution
See which advisors and sources convert.
Automated Outreach
Keep partners and recruits engaged.
Text students. Book interviews. Hit start dates.
Text prospective students with docs and links.
Auto-confirm and remind to cut no-shows.
AI answers questions and books interviews 24/7.
Text your whole inquiry list about deadlines and starts.
See opens, clicks, replies, and opt-outs.
Two-Way SMS & MMS
Text prospective students with docs and links.
Interview Reminders
Auto-confirm and remind to cut no-shows.
AI Texting
AI answers questions and books interviews 24/7.
Bulk Campaigns
Text your whole inquiry list about deadlines and starts.
Engagement Tracking
See opens, clicks, replies, and opt-outs.
A dialer built for admissions advisors.
Work through inquiry lists without dialing by hand.
Show a local number to lift answer rates.
Record and review advisor calls for coaching.
Hand qualified students to the right advisor.
Keep your numbers connecting, not flagged.
Power Dialer
Work through inquiry lists without dialing by hand.
Local Presence
Show a local number to lift answer rates.
Call Recording
Record and review advisor calls for coaching.
Warm Transfers
Hand qualified students to the right advisor.
Spam Remediation
Keep your numbers connecting, not flagged.
Enroll with confidence and stay compliant.
Scrub DNC lists before you dial.
Capture and store consent for every contact.
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.
TCPA & Consent Tracking
Capture and store consent for every contact.
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 speed-to-inquiry, contact rate, and enrollment rate.
Watch inquiries, contacts, and enrollments in real time.
See how fast advisors work new inquiries.
See cost per enrollment by source.
Track inquiries to applications to enrollment.
Rank advisors by contacts and enrollments.
Live Dashboards
Watch inquiries, contacts, and enrollments in real time.
Speed-to-Inquiry Reporting
See how fast advisors work new inquiries.
Lead Source ROI
See cost per enrollment by source.
Enrollment Reporting
Track inquiries to applications to enrollment.
Leaderboards
Rank advisors by contacts and enrollments.
AI that answers every inquiry, day or night.
When an inquiry comes in at midnight or your advisors are on other calls, Shape AI responds, qualifies the prospective student, books the interview, and follows up — so no inquiry goes cold.
Customer is interested in getting started and requested a follow up this week. Ready for sales outreach.
Connect your entire enrollment stack.
Shape is built to be your all-in-one enrollment 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 enrollment 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 →Enrollment doesn’t stop at your desk.
Whether you’re between interviews, working a phone shift, or catching an inquiry after hours, the Shape app keeps your inquiries, tasks, and follow-ups in your pocket.
- Call or text an inquiry the second it comes in
- Never miss a new inquiry, interview, or follow-up
- Access your pipeline and tasks from anywhere
Built for every stage of growth.
Whether you’re a single advisor, a growing enrollment team, or a multi-campus institution, Shape scales with your operation so you enroll more at every stage.
Why enrollment teams choose Shape
Built to support large advising teams, multiple campuses, and high inquiry volume.
- Advanced inquiry routing
Assign inquiries by program, location, and advisor
- Speed-to-inquiry automation
New inquiries contacted in seconds
- Inquiry redistribution
Reassign unworked inquiries before they go cold
- Role-based dashboards
Custom views for advisors, managers, and leadership
- Automated nurture campaigns
Stay in front of students through every start date
- Centralized communication
Call, text, and email from one platform with tracking
- Compliance-focused tools
TCPA, DNC, and consent tracking built in
- Multi-campus management
Run every campus and program from one login
- Enrollment reporting
Track speed-to-inquiry, contact rate, and enrollment
- Scales with your institution
Add advisors and campuses without switching systems
Why advisors choose Shape
Perfect for advisors and small teams who want to reach and enroll more students.
- Simple, powerful inquiry management
Every prospective student and follow-up in one place
- Fast inquiry follow-up
Auto-call and text new inquiries the second they arrive
- Built-in call, text, and email
Reach students right from each record
- Automated nurture reminders
Stay on top of deadlines and start dates
- Easy-to-use pipeline
Track every student from inquiry to enrollment
- Interview reminders
Cut no-shows with automated confirmations
- Marketing tools built in
Landing pages, campaigns, and social
- Everything logged automatically
Calls, texts, emails, and notes in one timeline
- Fast onboarding
Get productive quickly without a complicated setup
- Built for busy advisors
Automate the busywork so you can advise
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 →Enrollment is competitive.
Your CRM should give you an edge.
Stop losing students to slow follow-up and disconnected tools. Shape puts your dialer, inquiry management, nurture, and reporting in one place — so you contact faster and enroll more.
Speed-to-inquiry used to be our biggest gap. Now Shape contacts every inquiry in seconds and our enrollments are up.
The automated nurture campaigns keep students engaged all the way to their start date. It changed how our advisors work.