One platform instead of a stack of tools.
Lead capture, calling, texting, marketing, automation, reporting, and AI — on one login, with one team to call.
CRM and lead management
The system of record. Every lead, contact, deal, and conversation lives on one timeline your whole team can see.
CRM
Everything your business runs on, in one single source of truth.
ExploreLead Management
Score, route, and distribute new leads the moment they land.
ExplorePrioritized Pipelines
See every stage of your pipeline, and who needs prioritizing today.
ExploreNotes & Collaboration
Keep calls, files, and context on the record, and @mention teammates to pull them in.
ExploreCustomer Portal
Clients securely submit their own information, upload documents, and check status themselves.
ExploreRecruiting
A database of recruiting prospects to import into campaigns and onboard as staff or referral partners.
ExploreCommunication
Call, text, and email from inside Shape. Every touch is logged to the record automatically — no copy-paste, no missed history.
Phone System
Call from the record with every call logged and tracked automatically. No second phone system to manage.
ExploreText Messaging
Two-way SMS and MMS with GIFs and emojis, and we handle your 10DLC registration.
ExploreConversations Center
Email, text, and calls in one shared inbox.
ExploreEmail Automation
Bulk sends, scheduled sends, and fully automated sequences from one place.
ExploreEngagement Tracking
See opens, clicks, and replies as they happen, and manage opt-outs in the same place.
ExploreMarketing
Build the pages, write the campaigns, and publish the posts. Leads land straight in your pipeline instead of a spreadsheet.
Landing Pages
Our team designs, builds, and integrates CRO-optimized pages for you. You just send us the basics.
ExploreDesign Studio
A drag-and-drop builder for emails, social posts, print, and everything else on brand.
ExploreCampaigns
Multi-step campaigns that combine email, text, tasks, webhooks, and AI steps.
ExploreSocial Media
Plan, schedule, and publish posts from Shape.
ExploreAutomation & reporting
The work that runs itself, and the numbers that prove it. Turn any repeat process into a rule, then watch the results in real time.
Workflow Automation
Turn any repeat process into a rule that runs itself.
ExploreTasks & Calendar
Every task, appointment, and reminder in one view.
ExploreProductivity
Templates, shortcuts, and bulk actions that cut the clicks.
ExploreReporting & Analytics
Built-in dashboards for pipeline, activity, and revenue.
ExploreShape AI
AI that does the work, not just the summarizing. It calls, texts, qualifies, and scores — then hands the live conversation to a rep.
AI Suite
How the Shape AI tools work together.
ExploreAI Lead Scoring
ShapeIQ ranks every lead by how likely it is to close.
ExploreAI Calling
An AI agent calls, qualifies, and transfers live to a rep.
ExploreAI Texting
AI answers texts, books appointments, and hands off when it matters.
ExploreAI Call Insights
Every call transcribed, summarized, and scored.
ExplorePlatform & admin
Make Shape fit how your business actually runs — across teams, locations, devices, and the tools you already pay for.
Integrations & APIs
An open API, native integrations, Zapier, and webhooks. Shape plays nicely with your other tools.
ExploreWebhooks
Push events to any system the moment they happen.
ExploreCustom UI
Rename fields and reorder screens to match your workflow.
ExploreBranching
Run multiple locations, teams, or brands from one account.
ExploreMobile App
Work your pipeline from iOS and Android.
ExploreCompliance & Security
TCPA tools, opt-in tracking, opt-out management, and DNC.com integration to keep your outreach compliant.
ExploreTry a broader term like “email”, “calling”, or “automation” — or ask us directly on a demo call.
This page covers the platform’s documented features, and the list keeps growing. Ask us about anything you don’t see →
Why teams choose Shape
Our biggest competitor isn’t another CRM. It’s the word and — a CRM and a dialer and a texting tool and a scheduler and a reporting add-on, each with its own login, invoice, and support queue.
CRM, calling, texting, email, and reporting on one record. Nothing to sync or bolt together.
Pipelines, fields, and automations come prebuilt for your industry. You log in to a working system.
Implementation specialists adapt the setup to your process and train your team. Going live isn’t a project you staff.
Our own team, on our own payroll, in the US. You reach someone who can actually fix it.
Shape AI can answer, qualify, and follow up around the clock, then hand the live call to a rep.
Let’s get your team
up and running.
Tell us how your team runs and we’ll configure Shape around it — pipelines, automations, and integrations set up before your first login, with our specialists training everyone through go-live.
I’ve had a great experience using Shape CRM so far. The platform is intuitive, powerful, and has really helped streamline our workflow and improve organization across the board.
A special shoutout to Stewart Hartman he’s been incredibly helpful and knowledgeable throughout the process. Anytime we had questions or needed guidance, Stewart was quick to respond with clear, actionable answers. His support made a big difference in getting us up and running smoothly.
Highly recommend Shape CRM, especially with support like Stewart’s behind it.