Get started with Calendly + Shape

  • Seamlessly integrate with popular calendars and automate event reminders and follow-ups

  • Customize scheduling preferences, set buffer times, and share personalized scheduling links

  • Automatically adjust for time zones to avoid scheduling conflicts

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!

Make scheduling easier than ever.

Easy Scheduling

Calendly simplifies the process of scheduling appointment and meetings via a user-friendly interface that allows participants to select available time slots based on the user's predefined availability

Automated Features

Streamline scheduling by automatically finding available time slots, sending event reminders, and follow-up emails. Enhancing efficiency overall and reducing administrative overhead

Customize & Control

Customize your scheduling preferences, set buffer times between meetings, define specific event types with unique settings, and share personalized scheduling links for easy appointment booking​

Boost lead capture
with Calendly + Shape

Keep prospects engaged in between meetings. Set up pre- and post-meeting automations to exceed expectations: send email or text reminders, share collateral, send thank-you emails, and request follow-up meetings.

Schedule more revenue-generating meetings and connect with prospects before a competitor does by optimizing outbound sales efforts and getting prospects to book from your website or team scheduling page to support inbound sales.

Don’t lose a prospect you’ve been investing in
Get all of your meetings—from discovery to demos and technical calls to pricing discussions and procurement—scheduled faster.

Connect the right people at the right time
Include all of the necessary team members and stakeholders from both sides to get buy-in at every stage.

Simplified scheduling at any scale

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

Get started with Calendly + Shape today

Get in Touch

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


Contact Sales