The AI CRM built to win more construction jobs.
- Capture every lead. From Angi, Google, referrals, and your site.
- Follow up on every estimate. Automatically, until they decide.
- Keep customers coming back. Repeat and referral campaigns on autopilot.
Trusted by 100,000+ customers since 2009.
“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 contractor platform.
From capturing leads and following up on estimates to marketing, communication, automation, AI, and reporting, Shape brings the sales side of your construction business together in one connected platform.
Marketing that fills your bid pipeline.
Reach new homeowners and past customers with campaigns and content built for contractors.
- ✓ Pre-built email and text campaigns
- ✓ Ready-to-post project photos and social
- ✓ Seasonal and repeat-customer offers
Call, text, and email from one place.
Reach homeowners however they prefer, with every conversation tracked automatically.
- ✓ Two-way texting with your business number
- ✓ Built-in calling with automatic logging
- ✓ Email that syncs to every lead
Every lead and estimate in one place.
Manage leads, estimates, and jobs with speed-to-lead automation so no opportunity slips away.
- ✓ Speed-to-lead: new leads contacted in seconds
- ✓ Automated estimate follow-up
- ✓ A pipeline from lead to won job
Landing pages that capture project leads.
High-converting pages and forms we design and build for you — every request lands in your CRM.
- ✓ Project-request intake forms
- ✓ Instant lead capture into your CRM
- ✓ Book estimate visits from the page
A portal for estimates and sign-off.
Give homeowners a branded space to review estimates, share docs, and sign.
- ✓ Share estimates and proposals
- ✓ Collect docs and e-signatures
- ✓ Syncs to your CRM automatically
Stay on top of every follow-up.
Built-in tasks and calendar sync keep every estimate visit and follow-up organized.
- ✓ Automated tasks and reminders
- ✓ Checklists by stage
- ✓ Calendar sync with Google and Outlook
See what’s winning you jobs.
Track leads, estimates, and won jobs by source so you know what marketing pays off.
- ✓ Track leads, estimates, and won jobs
- ✓ See which sources convert
- ✓ Simple, clear dashboards
Explore the features contractors love most.
Capture every lead. Follow up every time.
Pull leads from Angi, HomeAdvisor, Thumbtack, Google, and your site.
Auto-call, text, and email new leads the moment they arrive.
Assign leads by service, area, or estimator.
Merge duplicate leads so your data stays clean.
See every lead and estimate from first call to won job.
One platform that grows with your crew.
Track leads, customers, estimates, and history in one place.
Give estimators, sales, and office staff the right access.
Shape the CRM around how you sell and bid.
See what your whole team is working on in real time.
Run multiple crews or locations from one login.
Connect the tools you already use.
Auto-capture leads from Angi, Google, and Facebook.
Connect QuickBooks, Gmail, Outlook, and more.
Connect Shape to virtually any tool.
Build workflows with Zapier, Make, and more.
Two-way sync with Google and Outlook.
Marketing that shows off your work.
Create flyers, project galleries, and social posts.
Send one-off or automated campaigns to any list.
High-converting pages we design and build for you.
Schedule and publish project photos across social.
Launch proven contractor campaigns in a few clicks.
Turn happy homeowners into new jobs.
Track homeowners, realtors, and partners who refer you.
Automatically ask happy customers for referrals.
Prompt customers to leave reviews after a job.
Bring past customers back for their next project.
See which partners drive the most jobs.
Text homeowners. Win more bids.
Text homeowners photos, estimates, and updates.
Auto-remind homeowners about pending estimates.
AI answers questions and books estimate visits 24/7.
Text your customer list about promos and openings.
See opens, clicks, replies, and opt-outs.
Calling that gets picked up.
Call any lead in one click, with automatic logging.
Show a local number to lift answer rates.
Record and review calls for training and quality.
Leave pre-recorded voicemails in one tap.
Know which ads and sources drive the most calls.
Stay compliant without the headache.
Track opt-ins and honor opt-outs automatically.
Respect internal do-not-contact lists on every send.
Keep your business texting registered and deliverable.
Verify emails before you send to protect your reputation.
Every message and consent logged for your records.
Know what’s winning you jobs.
Watch leads, estimates, and won jobs in real time.
Track win rate, pipeline, and revenue by estimator.
See which sources and ads actually pay off.
Every call, text, and email logged automatically.
Motivate your team with friendly competition.
AI that follows up so you can build.
When a lead comes in while you’re on the job or your estimate hasn’t gotten a reply, Shape AI calls, answers questions, books the estimate visit, and follows up — so you never lose a job to slow follow-up.
Customer is interested in getting started and requested a follow up this week. Ready for sales outreach.
Connect your entire contractor toolkit.
Shape is built to be your all-in-one contractor sales platform, but when you need to connect the tools you already use, native integrations, webhooks, Zapier, and our open API make it easy.
Connect instantly with the tools your business 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 →Your business doesn’t stop at the job site.
Whether you’re on a site, driving between estimates, or meeting a homeowner, the Shape app keeps your leads, estimates, and follow-ups in your pocket.
- Call or text a lead the second it comes in
- Never miss a new lead, estimate, or follow-up
- Run your sales pipeline from anywhere
Built for every stage of growth.
Whether you’re a solo contractor, a growing crew, or running multiple locations, Shape scales with your business so you win more jobs at every stage.
Why construction firms choose Shape
Built to support bigger teams, multiple crews, and higher lead volume.
- Capture leads from every source
Angi, Google, referrals, and your site in one place
- Speed-to-lead automation
New leads contacted in seconds
- Automated estimate follow-up
Every bid followed up until they decide
- Role-based dashboards
Custom views for estimators, sales, and owners
- Full pipeline visibility
See every lead from first call to won job
- Centralized communication
Call, text, and email from one platform with tracking
- Team performance reporting
Track win rate and revenue by estimator
- Multi-crew management
Run every crew and location from one login
- Built-in marketing tools
Email, text, landing pages, and project galleries
- Scales as you grow
Add users and crews without switching systems
Why contractors choose Shape
Perfect for solo contractors and small crews who want to win more bids.
- Simple, powerful lead management
Every lead, estimate, and customer in one place
- No IT team required
Get set up fast without a complicated implementation
- Built-in call, text, and email
Reach homeowners right from each record
- Automated estimate follow-up
Never chase a bid by hand again
- Easy-to-use pipeline
Track every job from lead to won
- Marketing tools built in
Landing pages, campaigns, and project galleries
- Repeat and referral campaigns
Turn one job into the next three
- Everything logged automatically
Calls, texts, emails, and notes in one timeline
- Affordable and fast to launch
Be up and running in days, not weeks
- Built for busy contractors
Automate follow-up so you can build
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 →From a stack of systems to one platform.
Contractors end up running a CRM, a phone system, a texting tool and a marketing platform side by side. Shape is all of it in one place, and connects to the tools you already pay for.
Your CRM, phones, texting, estimate follow-up and marketing run as one system, under one login for estimators, crews and office staff.
Angi, Google Ads and Facebook leads post directly into your bid pipeline instead of being copied out of a portal.
Follow-up runs automatically after a bid goes out, so the jobs you already quoted do not quietly disappear.
Pipelines, job stages and templates arrive set up for bidding and project work, not as an empty database you have to design.
Our team configures the build and launches it, and support understands how a contractor runs.
Without Shape
- A login for every tool
- Leads copied out of Angi
- Estimates go cold after sending
- Job docs scattered in email
- Set it up yourself
With Shape
- One login for everything
- Leads post straight in
- Follow-up runs automatically
- Everything on the job record
- We configure and launch it
Winning jobs is hard.
Your CRM shouldn’t be.
Stop losing bids to slow follow-up and scattered leads. Shape puts your leads, estimate follow-up, marketing, and customers in one place — so you win more jobs without the chaos.
We used to lose bids just because we forgot to follow up. Shape follows up on every estimate automatically now.
Leads from Angi and Google all land in one place and get called in seconds. Our booked jobs are way up.