Email that follows up so you don’t have to.
Drip sequences keep every lead warm. Triggers fire the right email automatically. Templates and personalization, ready to go.
Trusted by 100,000+ customers since 2009.
Lead started an application — Shape sent the next steps email instantly.
From manual sends to an email engine.
Follow-up emails typed one at a time.
Drip sequences run automatically.
Leads go cold between touches.
Every lead nurtured on schedule.
Every email starts from scratch.
Launch from proven templates.
No idea who opened or clicked.
Opens and clicks tracked live.
Sends depend on remembering.
Triggers fire the right email.
Unsubscribes handled by hand.
Unsubscribe compliance built in.
More opens, more replies, less effort.
Email is one channel in the conversation. Shape pairs it with texting and the phone system, pulls from lead management, and fires from automated workflows—so outreach is coordinated, not scattered.
“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
Right email, right person, right moment.
Drip, broadcast, and trigger emails from templates—personalized and compliant.
Sequences that keep in touch.
Build multi-step email drips that nurture leads automatically until they’re ready.
- ✓ Multi-step sequences
- ✓ Delays and branches
- ✓ Auto-pause on reply
Newsletters at scale.
Send newsletters and announcements to segments—personalized, tracked, and on-brand.
- ✓ Segmented bulk sends
- ✓ Open and click tracking
- ✓ Scheduled delivery
Emails that send themselves.
Fire emails on stage changes, activity, or dates—no manual sends, ever.
- ✓ Stage and activity triggers
- ✓ Date and anniversary sends
- ✓ Chain into workflows
Sent “next steps” email.
No open — reminder sent.
Beautiful emails, fast.
Start from proven templates and a drag-and-drop editor—no design skills needed.
- ✓ Template library
- ✓ Drag-and-drop editor
- ✓ Save your own
Personal at any scale.
Merge names, details, and CRM data into every send—automatically.
- ✓ Personalization tokens
- ✓ CRM-driven content
- ✓ Unsubscribe compliance
Set up by someone who does this daily.
You are assigned an implementation specialist, not a knowledge-base article. They stay with you through launch.
One person owns your setup end to end and knows your configuration when you call back six months later.
Ask Shape AI at 2am or reach a product expert by phone during business hours — both routes work.
New webinars weekly and refreshed courses as features ship, so your team never trains on an old version.
Email automation questions, answered
What can Shape’s email automation do?
Send drip campaigns, newsletters, and bulk emails, and fire trigger-based emails on stage changes, activity, or dates—all from a template library with personalization and tracking.
Can emails send automatically?
Yes. Trigger emails on new leads, stage changes, activity, or dates, and build multi-step drips that pause automatically when a lead replies.
Do I get email templates?
Yes. Start from a large template library with a drag-and-drop editor, personalize with CRM data, and save your own templates for the team to reuse.
Can I track opens and clicks?
Yes. Every send reports opens, clicks, and replies so you can see what’s working and refine your campaigns.
What does email integrate with?
Email runs on the same platform as your CRM and other channels, and connects to outside tools through native integrations, webhooks, and an open API. You can also sync with Gmail and Outlook. See Integrations & APIs.
Is bulk email compliant?
Yes. Shape includes automatic unsubscribe handling and protects data with enterprise-grade security and compliance standards including SOC 2, HIPAA, and PCI.
Let your email do the following up.
See how Shape drips, broadcasts, and triggers email automatically—so every lead hears from you at exactly the right time.