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

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

Over 100,000 customers served

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.


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.


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.

Integrated cloud-based calling, texting, & email.

  • Complete Phone System

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

  • Text and MMS

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

  • Email Sending Servers

    Get results with Shape's automated sending servers. Leverage our pre-built email drip campaigns and keep client conversations organized with our email inbox

Industry leading higher education marketing suite

Shape AI makes your work easier

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


Lead Score


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

Let the Shape team build your landing page, relieving you of the daunting task of choosing the right tool and avoiding months of designing only to find the solution and integration with your tech stack falls short. With our customizable template options, we’ve got you 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.​ 

Integrate with thousands of your favorite apps

Start using Shape in 3 simple steps!

1. Sign Up

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

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.

3. Start Closing

Unlock the power Shape to automate your sales & marketing. Deploy proven to convert mortgage marketing materials and leverage 500+ powerful features to generate more leads and close more loans!

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 reviews

What our customers say

"Most useful CRM I've ever used. It was easy to learn, everything was very intuitive and the user experience was sleek."

Pegah S. Technology Partnerships Manager

Source: Shape G2 reviews

Get started with Shape today

Get in Touch

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


Contact Sales