Your entire CRM—in your pocket.
- Work from anywhere. Call, text, and email leads right from the app.
- Never miss a lead. Instant push alerts the second a new lead lands.
- Always in sync. Every action updates your desktop in real time.
Trusted by 100,000+ customers since 2009.
On the go
Priya Nair just came in from LendingTree — tap to call or text right now.
Faster follow-up, from anywhere.
The app is your CRM, mobile. New leads from lead management push to your phone instantly, and calls and texts run through the same phone system and texting as the desktop—so nothing is lost on the road.
The office, wherever you are.
Everything you do at your desk—calls, texts, emails, updates—works the same on your phone.
Be first, every time.
Get an instant push notification the moment a new lead comes in—and act on it in one tap.
- ✓ Instant new-lead push alerts
- ✓ Tap to call or text
- ✓ Assignment notifications
New lead: Priya Nair — LendingTree.
Calling Priya…
Reach leads from the app.
Place calls, send texts, and fire off emails from your phone—all logged to the record.
- ✓ Call, text, and email in-app
- ✓ Auto-logged to the lead
- ✓ Your business number
Move deals between meetings.
View and update your full pipeline on the go—drag stages, add notes, close deals.
- ✓ Full pipeline on mobile
- ✓ Update stages anywhere
- ✓ Add notes and tasks
Capture it in the moment.
Log notes and check off tasks right after a call or meeting—before you forget.
- ✓ Voice-to-text notes
- ✓ Task reminders
- ✓ @-mention teammates
Never re-enter a thing.
Every tap on mobile updates the desktop instantly—and vice versa. One CRM, two screens.
- ✓ Real-time two-way sync
- ✓ Pick up where you left off
- ✓ iOS and Android
Note and stage change saved to Priya’s record.
Your team sees it instantly.
From desk-bound to deal-closing anywhere.
Leads wait until you’re back at your desk.
Call and text leads from your phone.
New-lead emails buried in your inbox.
Instant push the second a lead lands.
Calls from your personal cell, unlogged.
Business-number calls, auto-logged.
Notes scribbled and forgotten.
Notes and tasks captured on the spot.
Pipeline updates pile up for later.
Update deals between meetings.
Mobile and desktop out of sync.
Real-time sync across every device.
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.
Mobile app questions, answered
Is the Shape app on iOS and Android?
Yes. Shape has native apps for both iOS and Android, giving you your full CRM—leads, pipeline, communication, notes, and tasks—wherever you are.
Can I call and text leads from the app?
Yes. Place calls, send texts, and send emails right from the app using your business number, with every interaction logged to the lead automatically.
Will I get notified about new leads?
Yes. You get an instant push notification the moment a new lead comes in or is assigned to you, so you can tap to call or text and be first to respond.
Does the app stay in sync with the desktop?
Yes. Everything syncs in real time—update a stage or add a note on your phone and it appears on the desktop instantly, and vice versa.
What does the mobile app connect to?
The app runs on the same platform and data as the web CRM, and Shape connects to your other tools through native integrations, webhooks, and an open API. See Integrations & APIs.
Is data on the app secure?
Yes. The app uses secure, encrypted access backed by enterprise-grade security and compliance standards including SOC 2, HIPAA, and PCI, so your data is protected on every device.
Close deals from anywhere.
See how Shape puts your full CRM in your pocket—calls, texts, alerts, and pipeline—so you never miss a lead on the go.
“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