Every lead, captured, routed, and worked — automatically.
API, web forms, lead providers, and bulk imports in one place. Round-robin, QuickFire, and rules put every lead with the right rep. De-dupe, prioritize, and redistribute so nothing slips.
Trusted by 100,000+ customers since 2009.
All Leads
New lead Priya Nair routed to Alex Chen — next in round-robin, licensed in CA.
One system for every lead, from first touch to closed deal.
Capture from anywhere, kill the duplicates, route to the right rep, and let AI surface who to call first. Then work every lead with calling, texting, and email built right in.
Funnel every source into one place
Capture and convert leads from any source—API, web forms, lead providers, or bulk imports—into one powerful lead management CRM. No more leads stranded in a separate inbox, spreadsheet, or provider portal.
- ✓ Open API and posting URLs for every lead provider
- ✓ Web forms and landing pages that post straight in
- ✓ Bulk import with field mapping and source tracking
Stop duplicates before they start
Duplicate management identifies and merges duplicate records the moment they arrive—so two reps never work the same person, and your reporting stays clean and trustworthy.
- ✓ Match on email, phone, and custom criteria
- ✓ Merge history, notes, and activity automatically
- ✓ Keep one source of truth per contact
Route leads to the right rep in seconds
Leverage automated round-robin assignment and QuickFire call distribution for unbeatable speed to contact—plus rules like state-based routing and Shark Tank so every lead reaches the rep most likely to close it.
- ✓ Round-robin and rule-based assignment
- ✓ QuickFire distribution for instant speed to contact
- ✓ State-based routing and Shark Tank claiming
Round-robin → assigned to Alex Chen (licensed in CA).
Dialing Alex→lead now. Ring both, connect instantly.
Work your hottest leads first
AI-driven lead scoring with ShapeIQ prioritizes high-converting leads, while real-time call insights add automatic notes, coaching, and scoring—so reps always know exactly who to contact next.
- ✓ ShapeIQ scores every lead on intent to convert
- ✓ Prioritized queues surface who to call next
- ✓ Scores update in real time as leads engage
Turn leads into deals with built-in comms
With built-in calling, texting, and email—plus automation, pre-built workflows, and templates—Shape has everything you need to turn leads into closed deals without ever leaving the record.
- ✓ Call, text, and email from one screen
- ✓ Automated drip campaigns and follow-up cadences
- ✓ Pre-built templates for every stage of the funnel
“Still deciding — can you send today’s rate?”
“Absolutely! Sending now — want to lock it today?”
From leaky inbox to a repeatable lead machine.
Without a lead management CRM
- New leads sit in an inbox for hours.
- Reps cherry-pick and skip the rest.
- Duplicate records everywhere.
- No idea which lead to call first.
- Leads fall through the cracks.
- Speed to contact measured in hours.
With Shape lead management
- Every lead routed the second it lands.
- Round-robin and rules keep it fair.
- Duplicates merged automatically.
- AI scoring surfaces the hottest first.
- Redistribution catches anything missed.
- Speed to contact measured in seconds.
Faster contact. Fewer misses. More closings.
Lead management doesn’t stop at the hand-off. Every routed lead feeds your pipeline, triggers automated workflows and follow-up cadences, and syncs across calling, texting, email, and reporting—so the whole platform goes to work the second a lead lands.
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.
Lead management questions, answered
How does Shape capture leads from different sources?
Shape captures and converts leads from any source into one place—through its open API, web forms, direct lead-provider posting URLs, and bulk imports. Every new lead lands in the same prioritized lead management CRM, so nothing is stuck in a separate inbox, spreadsheet, or provider portal.
How does Shape decide which rep gets a lead?
You set the rules. Shape distributes leads automatically using round-robin assignment, QuickFire call distribution, and rule-based routing such as state or license-based routing. If a lead isn’t worked in time, redistribution reassigns it so no opportunity slips through the cracks.
Can Shape prevent duplicate leads?
Yes. Shape’s duplicate management identifies and merges duplicate records before they create extra work, so reps aren’t calling the same person twice and your reporting stays clean.
How fast can my team contact a new lead?
In seconds. Because assignment happens the moment a lead lands and Shape’s built-in dialer, texting, and email live in the same screen, reps can reach a new lead immediately—and automated follow-up keeps working leads that don’t answer the first time.
What does Shape’s lead management integrate with?
Shape connects to the tools your leads already come from—native integrations, a Zapier app, webhooks, trigger events, and a fully documented open API. Import from providers like LendingTree and Free Rate Update, sync with Gmail, Outlook, and your calendar, and push data anywhere. See Integrations & APIs for the full picture.
Is my lead data secure and compliant?
Yes. Shape is built for regulated industries with enterprise-grade security, encryption, independent audits, and compliance standards including SOC 2, HIPAA, and PCI—plus managed 10DLC registration so your business texting stays compliant and deliverable.
Stop losing leads to a slow hand-off.
See how Shape captures every lead, routes it in seconds, and hands your reps a prioritized queue—so your team contacts faster, works smarter, and closes more.
“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