AI, working across your whole CRM.
- Know who to work. AI lead scoring ranks the leads most likely to convert.
- Talk smarter. AI calling, texting, and call coaching help every conversation land.
- Ask ShapeAI anything. An AI assistant inside Shape drafts emails and helps you decide.
Trusted by 100,000+ customers since 2009.
AI suite
Ask ShapeAI to draft a follow-up or handle an objection — right inside your CRM.
One AI suite, across the whole platform.
The AI suite powers your lead scoring, call insights, and communication, and ShapeAI works inside your CRM—with 24/7 AI support behind everything.
AI across scoring, calls, texts, and content.
From ranking leads to drafting your next email, Shape’s AI works everywhere you do—plus 24/7 AI support behind it all.
AI lead scoring, built in.
Self-learning scores rank the leads most likely to convert, so reps work the best ones first.
- ✓ Predictive lead scores
- ✓ Self-learning models
- ✓ Feeds prioritized views
AI call insights, scoring & coaching.
Every call is transcribed, summarized, scored, and turned into coaching automatically.
- ✓ Transcripts & summaries
- ✓ Call scoring
- ✓ Coaching insights
AI calling and texting.
AI helps place calls and send texts, handling routine outreach so reps focus on real conversations.
- ✓ AI-assisted calling
- ✓ AI-assisted texting
- ✓ Logged to the record
Reached Dana — connected to Alex C.
“Hi Dana, following up on your quote!”
ShapeAI, your assistant in the CRM.
Ask ShapeAI to draft an email, suggest how to handle a situation, or create content—right inside Shape.
- ✓ Draft emails & content
- ✓ Ask how to handle anything
- ✓ Works inside your CRM
How should I handle a rate objection?
Here’s a 3-line response you can send…
24/7 AI support for all things Shape.
A built-in AI resource answers your questions about using Shape, any time—day or night.
- ✓ 24/7 AI chat support
- ✓ Answers on all things Shape
- ✓ Instant and always available
How do I build a prioritized view?
Go to Settings → Prioritization Rules…
From gut-feel and grunt work to AI on your side.
Reps guess which leads are hot.
AI ranks the leads worth calling.
Calls reviewed by hand, if at all.
Every call scored and coached.
Routine outreach eats the day.
AI assists calling and texting.
Emails written from a blank page.
ShapeAI drafts your content.
Questions wait on support tickets.
24/7 AI support, instant answers.
AI lives in a separate tool.
All of it inside your CRM.
Help before you need it, and after.
Most of the work of switching systems happens before go-live. That part is ours, not yours.
We move and organise your existing records so nothing has to be re-entered by hand.
A dedicated account manager for as long as you are a customer, plus experts by phone and email.
Support guides, video walkthroughs, and step-by-step tutorials for the questions that come up at 5pm.
AI suite questions, answered
What’s included in Shape’s AI suite?
AI lead scoring, AI call insights with scoring and coaching, AI calling and texting, and ShapeAI—an in-app AI assistant—plus 24/7 AI support for everything Shape.
What is ShapeAI?
ShapeAI is an AI assistant built right into Shape. Ask it to draft emails, create content, or advise how to handle a situation—without ever leaving your CRM.
How does AI lead scoring work?
Self-learning models score each lead by likelihood to convert and feed your prioritized views, so reps work the best opportunities first. See AI Lead Scoring.
What do AI call insights do?
They transcribe, summarize, and score every call and turn it into coaching automatically. See AI Call Insights.
How is AI support different from the rest of the suite?
AI support is a 24/7 resource we provide to help you use Shape—answering how-to questions about the product—while the other AI tools work inside your day-to-day sales workflow.
Is AI use secure and compliant?
Yes. Shape’s AI runs on data protected with enterprise-grade security, encryption, and compliance standards including SOC 2, HIPAA, and PCI.
Put AI to work across your CRM.
See how Shape’s AI suite scores leads, coaches calls, assists outreach, and drafts content—with 24/7 AI support behind it all.
“This software has been a game changer. We’re a few months in and already more productive and more organized than ever before! Alex has gone above and beyond in our onboarding process helping us make this powerful tool our own. For a tech novice who needs his hand held sometimes I have been comfortable with each step of the process.”
Benjamin KonoMy Smart Team