Every conversation, in one place.
- One unified timeline. Calls, texts, emails, and notes in the order they happened.
- Filter and search instantly. Jump to any message, call, or note in seconds.
- Reply right there. Call, text, email, or add a note without leaving the view.
Trusted by 100,000+ customers since 2009.
All conversations
Call, text, and email with Dana White — 14 touches, newest first, all in one thread.
The whole conversation, in one thread.
Every call, text, email, and note—filtered, searchable, and ready to reply to, all from a single view.
One thread for every channel.
Calls, texts, emails, and notes line up in a single timeline—newest or oldest first, per contact, automatically.
- ✓ Calls, texts, emails & notes
- ✓ One chronological thread
- ✓ Logged per contact automatically
Inbound · 4m 12s · recorded.
Refi offer · opened, clicked Apply.
“Sounds good, let’s talk Thursday.”
Filter down. Search everything.
Narrow to a single channel or search across the entire history to find any message in seconds.
- ✓ Filter by channel
- ✓ Full-text search
- ✓ Jump to any moment
Reply without leaving the view.
Call, text, email, or drop a note right from the timeline—with every feature you’d expect from each channel.
- ✓ Click-to-dial calling
- ✓ Two-way SMS & MMS
- ✓ 1:1 email and notes
Call · Text · Email · Note
“Just sent your quote over—take a look!”
Keep the team in the loop.
Add internal notes right alongside customer messages, so everyone sees the full story—not just what was said.
- ✓ Internal notes inline
- ✓ Visible to your team
- ✓ Never lost in a separate doc
Prefers text over calls—follow up Thursday AM.
Seen by everyone on the account.
The whole relationship, at a glance.
Every touch across every channel stays on the record—so anyone can pick up right where things left off.
- ✓ Complete interaction history
- ✓ Nothing falls through
- ✓ Ready for any handoff
Four channels. One conversation.
The Conversations Center pulls from your phone system, texting, and email tracking, and logs every touch to lead management—so the complete history lives on the record and any rep can reply in context.
“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
From scattered threads to one clear conversation.
Without a Conversations Center
- Calls in one app, texts in another.
- Emails buried in a separate inbox.
- Notes on sticky pads and docs.
- No idea what was said last.
- Reps repeat what’s already covered.
- Handoffs start from scratch.
With the Shape Conversations Center
- Every channel in one timeline.
- Texts, calls, and emails side by side.
- Notes right where the context is.
- Full history one glance away.
- Filter and search to any moment.
- Reply inline—no app-switching.
You get a team, not a login.
Every Shape account comes with people attached to it — through setup, and long after.
A dedicated specialist handles migration and configuration so your team starts on a system that already fits.
Product experts by phone or email, an account manager who stays put, and AI support that never closes.
Live weekly sessions, on-demand video, and structured courses for every experience level.
Conversations Center questions, answered
What is the Conversations Center?
It’s a single, unified timeline that brings every call, text, email, and note for a contact together in one view—so you get the complete conversation history in the order it happened, without switching tools.
Can I reply right from the timeline?
Yes. Call, text, email, or add a note directly from the conversation view, with the same features you get from each channel—click-to-dial calling, two-way SMS and MMS, 1:1 email, and internal notes. See Phone System.
Can I filter and search my conversations?
Yes. Filter the timeline down to a single channel—calls, texts, emails, or notes—or search across the full history to jump to any message or moment in seconds.
Does it include internal notes?
Yes. Internal notes sit inline alongside customer messages so your whole team sees the full story and context—nothing gets lost in a separate doc or inbox. See Tasks & Calendar.
Is every interaction logged automatically?
Yes. Calls, texts, emails, and notes are recorded to the contact record automatically, so the timeline is always complete and ready for any handoff. See Lead Management.
Is my conversation data secure and compliant?
Yes. All conversations are protected with enterprise-grade security, encryption, and compliance standards including SOC 2, HIPAA, and PCI.
One place for every conversation.
See how Shape brings calls, texts, emails, and notes into a single timeline—filter, search, and reply to any of them without leaving the view.