A CRM that fits how you actually work.
Capture exactly what matters to your business. Arrange screens so the right info is front and center. Save and share the exact lists each role needs.
Trusted by 100,000+ customers since 2009.
Customize
New field Referral source added to the Loan Officer layout — live for the team.
A CRM that feels built for your team.
CustomUI shapes how every other feature looks and behaves. Tailor the fields and layouts your team uses in lead management, then power them with workflow automation for a CRM that truly fits.
“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 one-size-fits-all to built-for-you.
Without a customizable CRM
- Forced into someone else’s fields.
- Cluttered screens full of noise.
- Every role sees the same layout.
- Hunting for the list you need.
- Customization means a developer ticket.
- Changes take weeks—if they happen.
With Shape CustomUI
- Capture exactly the data you need.
- Clean layouts with the right info up front.
- Tailored screens for every role.
- Saved views one click away.
- Drag-and-drop, no code required.
- Changes go live instantly.
Shape it around your workflow.
Configure fields, layouts, and views with drag-and-drop—no developers, no waiting.
Capture what matters to you.
Add the exact fields your business runs on—text, dropdowns, dates, currency, and more.
- ✓ Any field type you need
- ✓ Required and conditional rules
- ✓ Available everywhere instantly
Put the right info up front.
Arrange record screens so each role sees what they need—and nothing they don’t.
- ✓ Drag-and-drop sections
- ✓ Role-based layouts
- ✓ Show or hide by stage
The exact list, one click away.
Save filtered, sorted views—“My hot leads,” “Overdue follow-ups”—and share them.
- ✓ Saved filters and sorts
- ✓ Share views with the team
- ✓ Personal or company-wide
Right screen for every role.
Give loan officers, processors, and managers their own tailored view of the same data.
- ✓ Per-role layouts and fields
- ✓ Cleaner, faster screens
- ✓ Consistent data underneath
Change it yourself, in minutes.
Everything is drag-and-drop—no developers, no tickets, no waiting on a vendor.
- ✓ Drag-and-drop configuration
- ✓ Changes go live instantly
- ✓ No developers required
Added “Referral source” to layout.
Visible to the whole team instantly.
Getting started is the easy part.
White-glove onboarding, real human support, and ongoing training — included with every Shape account.
A dedicated implementation specialist migrates your data and configures Shape around the way your team already works.
24/7 AI answers, real product experts by phone or email, and an account manager for the life of the account.
Weekly live webinars, self-paced courses, and a full video library covering every role on the team.
CustomUI questions, answered
What can I customize with CustomUI?
You can add custom fields, design record layouts, and build saved views—all with drag-and-drop—so the CRM matches exactly how your team works, no code required.
Do I need a developer to customize Shape?
No. CustomUI is fully no-code. You add fields, rearrange layouts, and create views yourself, and changes go live for the team instantly.
Can different roles see different screens?
Yes. You can build role-based layouts and views so loan officers, processors, and managers each get a screen tailored to their job—while the underlying data stays shared.
What are saved views?
Saved views are filtered, sorted lists—like “My hot leads” or “Overdue follow-ups”—that you can pin for yourself or share with the team so the right records are always one click away.
Does customization work with the rest of Shape?
Yes. Custom fields and layouts flow through every module and can drive automations and reports. Shape also connects to outside tools via native integrations, webhooks, and an open API. See Integrations & APIs.
Is my customized data secure?
Yes. All data, including custom fields, is protected with enterprise-grade security, encryption, and compliance standards including SOC 2, HIPAA, and PCI.
Make Shape yours.
See how CustomUI tailors fields, layouts, and views to your workflow—so the CRM finally fits the way your team works.