The best all-in-one student enrollment & retention CRM

Automate your outreach, admissions & applications process to increase enrollment and improve retention.

Over 100,000 customers served

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

Everything higher education needs

Enrollment & Recruiting

Increase applications, maximize enrollment, and power admissions with the full suite of Shape automation and marketing features.

Manage thousands of prospects with our enterprise lead distribution and management suite and power admissions with our online portal.

Retention

Student success, or retention, can be predicted by five factors: expectation, advice, support, involvement, and learning. Support your in-person retention strategies with automation that identifies trends and enables early alerts so the right departments can intervene to maximize retention.

Identify higher-risk students and cohorts, track progress, and communicate with them on a variety of channels to assist them through completion of their education process.

SIS Integrations

Integrate with your Student Information System (SIS) to automate the complexities of enrollment and retention with the management of students from initial prospect to graduate degree placement.

Want to see if we work with a specific platform or provider? Contact us to speak with a Higher Education Specialist today.

Student Portal

Create a brandable student-facing interface to securely collect applications and sensitive documents.

Automate follow-up with premade pull-through campaigns purpose-built to increase conversions.

Applications

Accept, filter, and respond to thousands of applications with our easy-to-use application management solution. Communicate with your campus recruiters by leaving notes and comments on any individual student.

Use paperless applications, e-signatures, and mobile-optimized applications to generate higher application volume, and use automated triggers to outreach and pull-thru more applications.

Reporting & Analytics

Choose from over 50 pre-built reports or customize your own to provide transparency on everything from marketing campaigns, and enrollment data, to e-mails/texts sent/received or phone calls made.

Gather insights on student engagement, enrollment trends, and outreach efforts right from your Shape dashboard or build a custom report tailored to your needs.

cloud based calling

Integrated cloud-based calling, texting, & email.

Integrated dialer, phone numbers, local presence, IVR, voice mail, call monitoring, quick fire connect, call scripts, call recording, and much more

Complete texting platform to message and market your customers. Use our proven pre-built text marketing campaigns to convert more loans

Leverage Shape's email servers to track click-through, open, and bounce rates, ensuring effective monitoring of your mortgage email drip campaigns. Keep client conversations organized with our integrated email inbox

Industry leading higher education marketing suite

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Shape AI just made your work easier

Revolutionize your customer relationships with Shape's built-in artificial intelligence.

CRM software interface featuring Shape Artificial Intelligence

Shape IQ lead-scoring with AI is the future

We use powerful AI servers to score your leads by your ideal customer profile. Leverage AI to bring the best sales opportunities to your team.

97+

Lead Score

31%

Conversion Rate

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.

Convert 60% more with Lead Engine

Allow the Shape team to create your landing pages, saving you from the complex process of selecting the right tools and sparing you months of design work that may ultimately fall short when integrating with your tech stack. Our range of customizable template options ensures we have your needs covered.

Customize your user experience through inbound call routes, seamless appointment booking, and interactive lead funnels for lead qualification. Enjoy the freedom to choose your preferred service methods, guaranteeing personalized experiences and optimal results for you and your customers.​

Streamline your scheduling process with integrated calendar automation. Say goodbye to endless back-and-forth emails when trying to find the perfect time to connect. Experience the convenience of efficient scheduling and unlock more high-value meetings.​

Lead funnels revolutionize lead qualification with interactive, quiz-style forms that effortlessly captivate prospects and encourage meaningful connections. Engineered using Conversion Rate Optimization (CRO) principles, these forms consistently deliver 3x more qualified leads compared to conventional contact forms.​

Lead Engine Education

Integrate with thousands of your favorite apps

Start using Shape in 3 simple steps!

1
1. Sign Up
Simply click the "Get Started" button and choose our best practices mortgage template to begin. Your login credentials and full access to the Shape system will be unlocked instantly.
2
2. Seamless Onboarding
Leave the heavy lifting to us! Become a Shape pro with our daily training webinars, and let our support team handle data import and system implementation for you.
3
3. Start Closing
Automate your sales and marketing. Deploy mortgage marketing materials that have been proven to convert, and harness the power of over 500 features to generate more leads and close more loans!
Sign Up White Background

1. Sign Up

Click the "Get Started" button, pick your industry, and sign up. Your login credentials and full access to your Shape system will be unlocked immediately.

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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.

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3. Start Growing

Unlock the power Shape to automate your sales & marketing. Deploy hundreds of automated built in marketing materials and leverage 500+ powerful features to convert more deals today.

Get started with Shape today

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Get in Touch

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

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