A phone system built into your CRM.
Every call logged to the lead, automatically. Local presence dialing lifts pickup rates. Recording, transcripts, and AI scoring on every call.
Trusted by 100,000+ customers since 2009.
Dialer
Call with Dana White transcribed and scored 82 — summary saved to her record.
From a disconnected phone to a smart dialer.
Dialing from a separate tool.
Dial right inside the CRM.
Calls not logged to the lead.
Every call auto-logged to the record.
Unknown numbers go to voicemail.
Local presence lifts pickup rates.
No record of what was said.
Recording and transcript on every call.
Cold transfers make callers repeat themselves.
Warm transfers carry full context.
No way to coach from real calls.
Coach and score from real conversations.
Call smarter, right inside your CRM.
Route, dial, record, and score every call—no separate phone tool, no lost context.
Send every call to the right rep.
Inbound routing puts callers with the right person based on your rules—no phone tree maze.
- ✓ Rule-based inbound routing
- ✓ Ring groups and fallbacks
- ✓ Business-hours handling
Dial more. Wait less.
Work through your queue fast with a built-in dialer and local presence to lift pickup rates.
- ✓ One-click and power dialing
- ✓ Local presence numbers
- ✓ Auto-logged to the lead
Every call, on the record.
Automatic recording captures every conversation—perfect for coaching and compliance.
- ✓ Automatic call recording
- ✓ Attached to the lead
- ✓ Coaching-ready playback
Read what was said.
Every call is transcribed automatically, so you can search, review, and act without re-listening.
- ✓ Automatic transcription
- ✓ Searchable text
- ✓ Key moments highlighted
“Looking to refinance before rates move…”
Intent to buy detected.
Warm transfers that keep context.
Hand a live call to the right teammate with the lead’s full history already on screen.
- ✓ Warm transfer with context
- ✓ Full lead history on screen
- ✓ No repeating for the caller
More connects. Better calls. Zero lost context.
The phone system is wired into your CRM. Calls dial from lead management, get scored by AI call insights, and can trigger follow-up workflows—so every conversation moves the deal forward.
You won’t be figuring this out alone.
Implementation help, human support, and continuing training come with the account — not as a paid tier you discover later.
A specialist sets up your workspace, brings across what you already have, and shapes it around how your team actually works.
24/7 AI answers for the quick questions, plus product experts by phone or email and a named account manager.
Live webinars every week, courses organised by role, and a searchable video library for whatever comes up next.
Phone system questions, answered
Is the phone system built into Shape?
Yes. The dialer and phone system live inside the CRM, so you can place and receive calls without a separate tool, and every call is logged to the lead automatically.
What is local presence dialing?
Local presence shows a local area-code number to the person you’re calling, which meaningfully increases pickup rates compared with an unfamiliar out-of-area number.
Are calls recorded and transcribed?
Yes. Calls can be recorded automatically and transcribed, so you can search conversations, coach reps, and review details without listening again. Deeper analysis lives in AI Call Insights.
How does inbound call routing work?
Inbound calls are routed to the right rep based on your rules—such as location or ownership—with ring groups, fallbacks, and business-hours handling so callers reach the right person fast.
What does the phone system integrate with?
It runs natively in Shape and connects to the rest of your stack through native integrations, webhooks, and an open API, so call data can flow wherever you need it. See Integrations & APIs.
Is calling compliant and secure?
Yes. Calls are handled with enterprise-grade security and encryption, and business texting on the same platform uses managed 10DLC registration—with compliance standards including SOC 2, HIPAA, and PCI.
Every call, smarter.
See how Shape’s built-in dialer routes, records, transcribes, and scores calls—so your team connects more and never loses the details.
“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