The best all-in-one debt settlement CRM

Automate your sales & marketing, manage consolidation & settlement payments, and close more debt deals.

Shape Software All In One Debt CRM

Over 100,000 customers served

Shape Software Users Love Us, High Performer and Top 50 awards

Everything your debt business needs

Optimize lead management and boost conversions

Stay organized and elevate your lead strategy with Shape’s priority views and shark tanks, ensuring you engage the right prospects at the perfect time. With quickfire call distribution, automated lead assignment, and local presence calling, you’ll boost productivity, close more deals, and never miss an opportunity.

Debt settlement, debt consolidation, and credit repair solution

Shape's credit repair and debt consolidation system offers seamless credit report integrations, soft pulls, dispute letters, and cycle management, along with customizable workflows to streamline operations. Leverage preloaded creditor data, settlement forecasting, and flexible fee calculators to manage affiliates, generate cost estimates, and close more deals efficiently.

Shape Debt CRM Workflow Automation

Connect faster with our built-in dialer

Shape’s built-in dialer offers call recording, DNC.com integration to check national and state do-not-call lists, and protection against known litigators to keep you fully compliant. Secure local or toll-free numbers, track all calls, and manage everything seamlessly in one platform.

Accelerate growth with sales and marketing trigger automation

Shape’s automated triggers streamline your sales processes by effortlessly sending leads to your backend settlement solution, running credit checks, and initiating payments through your processor. Automate follow-ups, trigger API webhooks, and more with our powerful sales automation tools.

Accelerate growth with sales and marketing trigger automation

Follow up automatically with multi-step drip campaigns

Shape’s automated multi-step drip campaigns save you time and effort by eliminating manual follow-ups. Our system automates lead engagement and critical milestone updates throughout the debt settlement process, ensuring you stay connected with clients while boosting efficiency.

Stay on top of your day with scheduling and task management

Shape’s integrated Google and Outlook calendar views simplify scheduling, while automated consultations and Calendly links let your debt settlement leads choose when to connect. Shape's powerful task management in list and Kanban views keeps you organized and in control every step of the way.

Manage your team and optimize your strategy with reporting insights

Shape offers powerful reporting tools to track lead and marketing performance both historically and in real-time. Our live heads-up display shows active calls, while robust AI call score reports, call transcriptions, opt-out reports, and user performance tracking—including call activity and total talk time—ensure you stay informed.

Manage your team and optimize your strategy with reporting insights

Centralize your communication tools

Boost lead engagement with our compliant phone system, built to seamlessly connect with debt settlement prospects. Reduce speed to contact with QuickFire call distribution, benefit from warm transfers via inbound call routing, and increase pick-up rates with local presence dialing. Ensure compliance with call recording, AI scoring, and transcriptions, while our intuitive telephony CRM keeps you organized and closing more deals.

AI call insights, scoring, and transcriptions provide real-time data for on-demand coaching, helping your team improve performance instantly. Built into our debt settlement CRM, these tools also ensure compliance by recording and analyzing calls for adherence to regulations, all within one seamless platform.

Shape’s integrated email system empowers debt settlement teams to send secure, authenticated emails via compliant SMTP servers, ensuring reliable delivery every time. Easily automate follow-ups, send targeted email blasts, and personalize communications using customizable templates. With detailed tracking of open and click-through rates, you can optimize your outreach and boost client engagement at every step of the process.

Unlock the power of AI Insights

Call Transcripts Icon

Call Transcripts

Call Scoring Icon

AI Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Scored Based Alerts Ico

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

Call Transcripts Icon

Call Transcripts

Call Scoring Icon

AI
Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Scored Based Alerts Ico

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

Shape Debt CRM Lead Engine

Increase conversions by 60% with CRO-optimization

Maximize lead conversions with Lead Engine’s CRO-optimized landing pages, lead funnels, scheduling pages, and more.

Shape Software CRM Mobile App

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.

Integrate with thousands of your favorite apps

Seamlessly connect your tools and automate workflows to streamline your processes.

Shape Software CRM Integrations

Unlock the power of Shape in a matter of minutes!​

1
1. Sign Up
Click "Get Started," select our turnkey debt settlement template, and sign up. Your login credentials and full access to Shape will be unlocked instantly.
2
2. Seamless Onboarding
We handle the setup! Our support team will import your data, configure your system, and provide a full training webinar to get your team up to speed quickly.
3
3. Start Closing
Harness the power of Shape to automate your sales and marketing. Utilize proven debt settlement strategies and 500+ powerful features to generate more leads and settle more debts effortlessly!
Sign Up Onboarding Icon

1. Sign Up

Click "Get Started," select our turnkey debt settlement template, and sign up. Your login credentials and full access to Shape will be unlocked instantly.

Seamless Onboarding Icon

2. Seamless Onboarding

We handle the setup! Our support team will import your data, configure your system, and provide a full training webinar to get your team up to speed quickly.

Closing Sales Automation Icon

3. Start Growing

Harness the power of Shape to automate your sales and marketing. Utilize proven debt settlement strategies and 500+ powerful features to generate more leads and settle more debts effortlessly!

get started shape software woman pointing

Get started with Shape today