One CRM. One source of truth.
Contacts, leads, conversations, and activity in a single view. Users, permissions, notes, and reporting under one roof. APIs, webhooks, and enterprise-grade compliance out of the box.
Trusted by 100,000+ customers since 2009.
Contact record
Every call, email, note, and task for Dana White — on one record, updated live.
Everything about every customer, in one place.
Contacts, leads, communication, activity, and reporting—unified on a single record and shared across your team.
Contact and lead management, unified.
Every person and deal lives on one record—no duplicates, no silos, no re-entry.
- ✓ Full contact management
- ✓ Lead management & pipelines
- ✓ One record per customer
Call, text, and email built in.
Reach anyone straight from the record—and log it automatically to the timeline.
- ✓ Calling & texting
- ✓ Email with tracking
- ✓ Logged automatically
Inbound · 4m 12s · logged.
Refi offer · opened.
A complete activity timeline.
Every touch, task, and status change in one chronological view, per record.
- ✓ Full activity history
- ✓ Notes inline
- ✓ Nothing lost
Prefers text · follow up Thu.
Moved to Application.
Reporting on everything, live.
Dashboards on leads, pipeline, activity, and team performance—updated in real time.
- ✓ Real-time dashboards
- ✓ Custom reports
- ✓ Team performance
Open APIs. Enterprise compliance.
Connect your whole stack with APIs and webhooks, backed by serious compliance.
- ✓ Open API & webhooks
- ✓ 500+ integrations
- ✓ SOC 2 · HIPAA · PCI
From data scattered everywhere to one source of truth.
Without a single source of truth
- Data spread across a dozen tools.
- Duplicate and conflicting records.
- No shared view of the customer.
- Communication logged nowhere.
- Reports stitched together by hand.
- Handoffs lose all the context.
With Shape as your CRM
- Every record in one platform.
- One clean profile per customer.
- A shared timeline the whole team sees.
- Calls, texts & emails logged automatically.
- Live reporting on everything.
- Full context travels with the record.
One place for every customer, every team.
Your CRM ties together communication, productivity, and the AI suite, with open APIs and compliance built in—so every team works from the same trusted data.
“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
Nobody hands you the keys and walks away.
Implementation, support, and training are part of the account — and Professional Services is there when a project needs more.
Your existing data is moved and organised for you, then checked before anything goes live.
Phone and email support from product experts, backed by 24/7 AI for anything that cannot wait.
Professional Services can take on custom projects and hands-on work beyond standard onboarding.
CRM questions, answered
What makes Shape a single source of truth?
Every contact, lead, conversation, note, task, and report lives on one platform and one record—so your whole team works from the same up-to-date data instead of scattered tools.
What can I manage in the CRM?
Contact and lead management, communication, activity timelines, notes, tasks, users and permissions, reporting, and compliance—all in one place. See Lead Management.
Does it handle communication too?
Yes. Calling, texting, and email are built in and logged automatically to each record’s timeline. See Conversations Center.
Can it connect to my other tools?
Yes. Shape offers open APIs, webhooks, and 500+ integrations, so your CRM stays the hub of your entire stack.
What about reporting and permissions?
Build real-time dashboards and custom reports, and control access with role-based user permissions across teams and departments.
Is my data secure and compliant?
Yes. Shape is protected with enterprise-grade security, encryption, and compliance standards including SOC 2, HIPAA, and PCI.
Put everything in one place.
See how Shape unifies contacts, communication, activity, and reporting into a single source of truth your whole team can trust.