The AI CRM built to enroll more debt clients.
- Dial faster. A power dialer that keeps agents talking, not dialing.
- Qualify in seconds. Route leads by debt amount and eligibility.
- Stay compliant. TSR, DNC, TCPA, and call recording built in.
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 debt relief platform.
From lead intake and qualification to dialing, communication, automation, AI, and reporting, Shape brings every part of your debt relief call center together in one connected platform.
Marketing that keeps leads flowing.
Reach and re-engage prospects with compliant email and text campaigns built for debt relief.
- ✓ Compliant email and text campaigns
- ✓ Re-engagement for aged leads
- ✓ Automated intake follow-up
Dial, text, and email from one place.
A power dialer with local presence and two-way texting keeps agents connected to more prospects.
- ✓ Power dialer for high-volume calling
- ✓ Local presence and spam remediation
- ✓ Two-way texting and email
From lead to enrollment — one system.
Manage prospects, qualification, and enrollment with speed-to-lead automation and debt-amount routing built in.
- ✓ Speed-to-lead: contacted in seconds
- ✓ Qualify and route by debt amount
- ✓ Track prospects to enrollment
Intake forms that qualify and route.
CRO-optimized pages and forms we design and build for you, capturing debt details and routing to an agent.
- ✓ Debt-qualification intake forms
- ✓ Instant routing to an agent
- ✓ Done-for-you and optimized
A portal for docs and agreements.
Give clients a branded space to submit documents, review programs, and sign.
- ✓ Collect docs and e-signatures
- ✓ Share program details and updates
- ✓ Syncs to your CRM automatically
Keep agents on every callback.
Built-in tasks and calendar sync keep every callback, payment date, and follow-up organized.
- ✓ Automated tasks and callbacks
- ✓ Checklists by stage
- ✓ Calendar sync with Google and Outlook
See what’s driving enrollments.
Track speed-to-lead, contact rate, and enrollment rate across agents and lead sources.
- ✓ Track contact and enrollment rates
- ✓ See which sources enroll
- ✓ Monitor agent performance
Explore the features debt relief teams love most.
Every lead worked before it goes cold.
Contact new leads in seconds by call, text, and email.
Route leads to agents by debt amount and eligibility.
Reassign leads that aren’t worked so none go cold.
Drop unclaimed leads into pools agents can grab.
Detect duplicates so agents never call twice.
Built for high-volume call centers.
Run multiple teams, offices, or brands from one CRM.
Separate agents, managers, and compliance with the right access.
Track debt amount, creditors, and program details per client.
See every agent’s activity and pipeline live.
Surface the most qualified prospects to work next.
Connect your lead sources and tools.
Auto-import leads from your vendors and web forms.
Accept posted leads by API or webhook instantly.
Connect Shape to virtually any tool.
Build workflows with Zapier, Make, and more.
Connect e-signature and document tools.
Compliant outreach that converts.
Nudge prospects until they complete intake.
Create compliant emails and social posts.
Automated, compliant outreach for every stage.
Pages we design and build to capture intake.
Launch proven, reviewed campaigns in a few clicks.
Build and coach your agent floor.
Get new agents productive faster.
Review recorded calls and coach agents.
Track which partners and sources drive enrollments.
See which agents and sources convert.
Keep partners and recruits engaged.
Text prospects. Keep them enrolling.
Text prospects with documents and links.
Auto-remind for payments and callbacks.
AI answers questions and books callbacks 24/7.
Text your whole list about programs and deadlines.
See opens, clicks, replies, and opt-outs.
A power dialer built for debt floors.
Work through lead lists without dialing by hand.
Show a local number to lift answer rates.
Record every call for compliance and coaching.
Hand qualified prospects to a closer instantly.
Keep your numbers connecting, not flagged.
Built for TSR, DNC, and TCPA.
Scrub DNC lists before every dial.
Capture and store consent for every contact.
Record and retain calls to meet requirements.
Keep texting registered and deliverable.
Honor opt-outs across text and email.
Know your contact rate, qualification rate, and enrollments.
Watch dials, contacts, and enrollments in real time.
Track dials, talk time, and enrollments by agent.
See cost per enrollment by source.
Track leads to qualification to enrollment.
Rank agents by contacts and enrollments.
AI that qualifies leads around the clock.
When a lead comes in after hours or every agent is on a call, Shape AI responds, gathers debt details, qualifies the prospect, and books a callback — so no lead goes cold.
Customer is interested in getting started and requested a follow up this week. Ready for sales outreach.
Connect your entire debt relief stack.
Shape is built to be your all-in-one debt relief 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 call center 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 call floor doesn’t stop at your desk.
Whether you’re between shifts, managing a remote team, or catching a callback after hours, the Shape app keeps your leads, callbacks, and follow-ups in your pocket.
- Call or text a lead the second it comes in
- Never miss a new lead, callback, or follow-up
- Access your pipeline and tasks from anywhere
Built for every stage of growth.
Whether you’re a single agent, a growing floor, or a multi-office call center, Shape scales with your operation so you qualify and enroll more at every stage.
Why debt companies choose Shape
Built to support large agent floors, multiple offices, and high call volume.
- Advanced lead distribution
Route leads by debt amount, eligibility, and agent
- Speed-to-lead automation
New leads contacted in seconds
- Lead redistribution
Reassign unworked leads before they go cold
- Role-based dashboards
Custom views for agents, managers, and compliance
- Power dialer
Keep agents talking with high-volume dialing
- Centralized communication
Dial, text, and email from one platform with recording
- Compliance-first tools
TSR, DNC, TCPA, and call recording built in
- Multi-office management
Run every office from one login
- Enrollment reporting
Track contact rate, qualification, and enrollment
- Scales with your center
Add agents and offices without switching systems
Why debt agents choose Shape
Perfect for agents and small teams who want to dial more and enroll more.
- Simple, powerful lead management
Every prospect and callback in one place
- Fast lead follow-up
Auto-call and text new leads the second they arrive
- Built-in dialer, text, and email
Reach prospects right from each record
- Automated callbacks and reminders
Never miss a callback or payment date
- Easy-to-use pipeline
Track every prospect from lead to enrollment
- Compliance tools built in
DNC, consent, and recording on every contact
- Guided qualification
Qualify by debt amount and eligibility fast
- Everything logged automatically
Calls, texts, emails, and notes in one timeline
- Fast onboarding
Get dialing quickly without a complicated setup
- Built for the floor
Work your list without dialing by hand
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.
Settlement companies end up running a CRM, a dialer, a texting tool, a compliance service and a marketing platform side by side. Shape is all of it in one place.
Your CRM, dialer, texting, document collection and marketing run as one system, under one login for agents, negotiators and managers.
DNC scrubbing, consent capture and 10DLC registration run before you dial or text, so a high-volume floor can work hard without working exposed.
Leads route on debt amount, state and creditor mix, so the right agent gets the file the first time.
Agreements and documents are collected and signed in a branded portal instead of chased over email.
Our team configures the build and launches it, and support knows how an enrollment floor runs.
Without Shape
- A login for every tool
- DNC checked by hand
- Files routed by guesswork
- Agreements chased over email
- Set it up yourself
With Shape
- One login for everything
- Scrubbed before every dial
- Routed on debt profile
- Signed in the portal
- We configure and launch it
Debt relief is high-volume.
Your CRM should keep up.
Stop losing leads to slow follow-up and compliance risk. Shape puts your power dialer, qualification, enrollment, and compliance in one place — so you contact faster and enroll more.
The power dialer and speed-to-lead automation doubled how many prospects our agents reach in a day.
Compliance used to keep me up at night. Shape tracks consent and recordings automatically on every contact.