Marketing that runs itself — while you close.
Drip campaigns keep every lead warm across email and text. Start from 2,400+ proven templates instead of a blank page. Behavior and stage changes fire the next touch automatically.
Trusted by 100,000+ customers since 2009.
Campaigns
New lead entered Welcome Series — first email sent, text queued for +1 day.
More touches, more replies, more deals.
Marketing automation is only as good as the data behind it. Shape pulls from lead management and fires through built-in email and texting—so every campaign reaches the right person automatically.
From one-off blasts to a nurture machine.
Without marketing automation
- Leads go cold between manual emails.
- Every campaign starts from a blank page.
- No idea what’s working.
- Follow-ups depend on someone remembering.
- Email and text live in separate tools.
- Sends happen whenever there’s time.
With Shape marketing automation
- Drips keep every lead warm automatically.
- Launch from 2,400+ proven templates.
- Opens, clicks, and replies tracked in one place.
- Triggers fire the next touch on their own.
- Email and SMS run from one platform.
- Messages send at the perfect moment.
Every lead nurtured, without the busywork.
Build once, then let Shape send the right message on the right channel at the right moment.
Set it once. Nurtured forever.
Multi-step drip sequences across email and text keep leads engaged from first touch to close.
- ✓ Multi-step email + SMS sequences
- ✓ Delays, branches, and stage rules
- ✓ Auto-pause when a lead replies
Reach thousands in one click.
Send newsletters, promos, and announcements to segmented lists across email and SMS.
- ✓ Segmented email + text blasts
- ✓ Personalization tokens
- ✓ Scheduled or send-now
2,400+ templates, ready to go.
Start from a proven, on-brand template instead of a blank canvas—then make it yours.
- ✓ 2,400+ email and text templates
- ✓ Drag-and-drop editor
- ✓ Save and share your own
The right message fires itself.
Behavior, stage changes, and dates trigger the next touch automatically—no manual sends.
- ✓ Trigger on stage, tag, or activity
- ✓ Date and anniversary triggers
- ✓ Chain into full workflows
Lead moved to Application — sent “next steps” email.
No reply — follow-up text queued.
Add video that converts.
Embed personalized video in emails to boost engagement and stand out in a crowded inbox.
- ✓ Embed video in emails
- ✓ Track plays and engagement
- ✓ Personal or pre-recorded
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.
Marketing automation questions, answered
What can Shape’s marketing automation do?
Shape runs multi-step drip and nurture campaigns, bulk email and text sends, trigger-based automation, and video marketing—all from a 2,400+ template library, so you can launch proven campaigns in minutes instead of building from scratch.
Can I automate both email and text?
Yes. Campaigns can mix email and SMS in the same sequence, so a lead might get a welcome email, then a follow-up text a day later—all automatically, and paused the moment they reply.
What triggers a campaign to send?
Almost anything: a new lead entering the CRM, a stage or status change, a tag, an activity, or a date. When the trigger fires, Shape sends the next message automatically—no manual work.
Do I have to build campaigns from scratch?
No. Start from 2,400+ pre-built email and text templates and pre-built campaign workflows, then customize with a drag-and-drop editor and save your own for the team to reuse.
What does marketing automation integrate with?
Shape’s marketing automation runs on the same platform as your CRM and connects out through native integrations, a Zapier app, webhooks, and an open API—so campaigns can trigger from any source and sync anywhere. See Integrations & APIs.
Is bulk messaging compliant?
Yes. Shape includes unsubscribe handling for email and managed 10DLC registration for business texting, plus enterprise-grade security and encryption, so your campaigns stay compliant and deliverable.
Turn every lead into a conversation.
See how Shape nurtures leads across email and text automatically—so your pipeline stays warm while you focus on closing.
“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