Meet our integrated AI-powered dialer

Connect faster, close smarter, and optimize every call with a built-in AI phone system—transforming your sales process and boosting your success rate.

Shape Software CRM AI Powered Dialer

AI Insights

Boost sales & compliance with AI—get automated guidance and actionable summaries, no note-taking required.

Call Monitoring

Monitor agents with a real-time heads up display—silently listen, guide actions, track performance, and intervene as needed.

Local Presence

Boost engagement and answer rates with local presence calling—connect more and supercharge lead conversions.

Phone Numbers

Set up your business phone in minutes—choose local or toll-free numbers, set call routing workflows, and custom greetings.

Reporting

Unlock powerful insights on call patterns, customer behavior, and agent performance to drive continuous improvement.

Convert conversations into closed deals

Quit juggling multiple systems to track down calls and uncover insights. Shape’s CRM with a built-in dialer is your all-in-one, single source of truth.

AI Recaps, Recording & Transcription

Transform your sales process with AI-powered call transcription, action tracking, call recording, and performance scoring—delivering instant summaries, alerts, and insights to help your team close deals faster.

Call Cadence & Sales Coaching

Bring your lead management to life with prioritized call cadences, ensuring timely follow-ups. Our AI assistant empowers your sales team with live coaching, sentiment analysis, and actionable next steps.

Transfers & Forwarding

Optimize call handling with smooth, versatile transfer options—warm, cold, no-hold, and conference options. Effortlessly forward calls to your cell, external lines, or call centers for a superior customer and user experience.

Compliant Calling Solutions

Achieve seamless, compliant dialing with AI-powered compliance checks, consent management, DNC adherence, caller ID transparency, and consent tracking for total peace of mind.

Shape Software CRM User Call Performance

Unlock the power of AI Insights

Call Transcripts Icon

Call Transcripts

AI Scoring Icon

AI Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Score Based Alerts Icon

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

Call Transcripts Icon

Call Transcripts

AI Scoring Icon

AI
Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Score Based Alerts Icon

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

All in One Mortgage CRM Software AI Insights
Shape Software CRM Calling Solutions

Calling solutions to keep everyone in sync

Advanced call distribution intelligently routes inbound calls to available agents using pre-set or custom rules, including ring all, round robin, assigned teams, call forwarding, IVR, and more.

Choose from unique individual numbers, local presence pools, or shared caller IDs for ultimate flexibility. Shared numbers offer a consistent, professional experience, ensuring customers always have a unified point of contact.

Capture every opportunity—manage missed calls with a dedicated inbound voicemail inbox. Maximize efficiency and save time with pre-recorded voicemail drops, ensuring seamless and impactful outbound outreach.

Your hub for smarter, faster phone connections

Shape Software has transformed our business operations with its powerful communication tools and easy-to-use platform.

<2 Minute

Speed to Contact

QuickFire Connect lead distribution ensures agents call in seconds, boosting conversion rates 21x.

3X

Increased Call Volume

Click-to-call and AI help agents reach decision-makers faster.

28%

Connection Rates

Prioritize leads ensuring the right calls happen at the right time.

Shape Software CRM Smiling Woman with Headset

Start calling with our cloud-based VolP phone solution today