One CRM. Every location. Full control.
Each branch gets its own data and settings. Granular permissions across the org. Roll every branch up into one view.
Trusted by 100,000+ customers since 2009.
Branches
All branches rolled up — HQ sees combined pipeline while each branch keeps its own data.
From tangled locations to clean structure.
Every location crammed into one account.
A dedicated sub-account per location.
Reps see data they shouldn’t.
Role-based access keeps data in its lane.
No clean per-branch reporting.
Clean branch-level reporting.
Settings copied by hand, branch by branch.
Push settings org-wide in one move.
HQ has no consolidated view.
HQ rolls up every branch instantly.
Onboarding a new location is a project.
Spin up a new branch in a click.
Scale to many locations—without the chaos.
Give every branch autonomy while HQ keeps oversight and a single source of truth.
A workspace per location.
Each branch operates in its own sub-account with independent data and configuration.
- ✓ Independent sub-accounts
- ✓ Own leads and pipelines
- ✓ Branch-level settings
Branches stay in their lane.
Keep each location’s leads and records separate—no cross-branch leakage.
- ✓ Isolated data by branch
- ✓ No accidental cross-access
- ✓ Clean, compliant boundaries
Exactly the right access.
Role-based permissions decide who sees and does what—down to the branch and field.
- ✓ Granular role permissions
- ✓ Branch and field-level control
- ✓ Manager vs. rep views
HQ sees everything.
Consolidated rollup reporting shows performance across every branch in one view.
- ✓ Company-wide rollups
- ✓ Compare branches
- ✓ Drill into any location
Run it all from one place.
Provision branches, manage users, and push settings centrally—without touching each one.
- ✓ Central provisioning
- ✓ Bulk user management
- ✓ Push settings org-wide
Autonomy for branches. Oversight for HQ.
Branching is the backbone for scale. Each location runs its own lead management and workflows, while HQ rolls everything into company-wide reporting from one login.
Launch week, and every week after.
Onboarding is a start date, not a finish line. Support and training continue for the life of the account.
A specialist runs your kickoff, migration, and configuration, then trains your team before you go live.
24/7 AI support for immediate answers and named humans you can reach directly when it matters.
Weekly webinars, self-paced learning, and new material as the product grows.
Branching questions, answered
What is branching in Shape?
Branching lets multi-location organizations run each location in its own sub-account—with separate data, settings, and users—while HQ manages everything centrally and rolls up reporting across all branches.
Is each branch’s data separated?
Yes. Each branch operates on isolated data with enforced boundaries, so locations don’t see or affect each other’s records unless you explicitly allow it.
Can I control who sees what?
Yes. Granular role-based permissions control access down to the branch and field level, so owners, managers, and reps each get exactly the access they should have.
Can HQ report across all branches?
Yes. Company-wide rollup reporting consolidates performance across every branch into one view, and you can compare branches or drill into any single location. See Reporting & Analytics.
What does branching integrate with?
Branching structures your entire Shape account, and each branch connects to outside tools through native integrations, webhooks, and an open API. See Integrations & APIs.
Is multi-location data secure and compliant?
Yes. Data separation is backed by enterprise-grade security, encryption, independent audits, and compliance standards including SOC 2, HIPAA, and PCI.
Scale locations without losing control.
See how Shape’s branching gives every location its own workspace while HQ keeps oversight and one source of truth.
“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