Everyone on the same page—literally.
Every note lives on the lead, not in chat. Pull the right person into the moment. A full activity timeline on every record.
Trusted by 100,000+ customers since 2009.
Priya Nair · activity
Dana mentioned you on Priya Nair: “can you send the quote today?”
From scattered chatter to shared context.
Context buried in email and chat.
Notes live on the lead, always.
“Who talked to this lead last?”
@-mention to loop anyone in.
Handoffs lose the backstory.
Handoffs carry full context.
Updates repeated in meetings.
One timeline everyone can see.
No record of what was decided.
Decisions captured on the record.
Details impossible to find later.
Search finds any detail fast.
One story, shared by the whole team.
Collaboration ties the platform together. Notes and mentions live on the same record as your leads, pair with tasks, and capture the output of call insights—so the whole team shares one source of truth.
Context that travels with the lead.
Notes, mentions, and a shared timeline mean the whole team always knows the story.
Notes that stay with the lead.
Log notes on the record so context never gets lost in email or chat.
- ✓ Notes on every record
- ✓ Pin the important ones
- ✓ Searchable forever
Pull in the right person.
@-mention a teammate to notify them and bring them into the conversation instantly.
- ✓ @-mention to notify
- ✓ Instant notification
- ✓ Reply in context
@Alex can you send the quote today?
On it — sending now.
The whole story, in order.
A unified activity timeline shows every call, text, email, note, and change on the lead.
- ✓ Unified activity feed
- ✓ Calls, texts, emails, notes
- ✓ Complete history
No more “what’s the status?”
Everyone with access sees the same context—so handoffs are seamless.
- ✓ Shared team visibility
- ✓ Seamless handoffs
- ✓ No lost context
Find any detail, fast.
Search across notes and activity to surface exactly what was said and done.
- ✓ Search notes and activity
- ✓ Filter by person or date
- ✓ Answers in seconds
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.
Notes & collaboration questions, answered
How do notes work in Shape?
Notes live directly on each lead or record—so context stays with the customer instead of getting lost in email or chat. You can pin key notes and search across all of them anytime.
What do @-mentions do?
@-mentioning a teammate notifies them instantly and pulls them into the conversation on that record, so you can hand off work or ask a question without leaving the CRM. See Tasks & Calendar.
What is the activity timeline?
It’s a unified feed on every lead showing calls, texts, emails, notes, and stage changes in order—so anyone can catch up on the full history in seconds.
Can the whole team see the same context?
Yes. Everyone with access sees the same notes and timeline, which makes handoffs seamless and eliminates the “what’s the status?” back-and-forth. See Branching for access control.
What does collaboration integrate with?
Notes and activity capture output from across Shape—including calls and AI insights—and connect to outside tools through native integrations, webhooks, and an open API. See Integrations & APIs.
Is my team’s notes and activity data secure?
Yes. All notes, mentions, and activity data are protected with enterprise-grade security, encryption, role-based access, and compliance standards including SOC 2, HIPAA, and PCI.
Keep your whole team in the loop.
See how Shape keeps notes, @-mentions, and activity on every lead—so your team shares one story and never loses the thread.
“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