Work your most valuable leads first.
- No more endless lists. Your best opportunities rise to the top automatically.
- Rank by what matters. Sort by engagement, activity, status, or timing.
- Built for every role. Custom views for the whole org or a single rep.
Trusted by 100,000+ customers since 2009.
Hot & ready
R. Osei just replied — moved to the top of “Hot & ready” (score 91).
Always know who to work next.
Shape ranks every record, groups it into clear sections, and puts your best opportunities first—across the whole team.
Your best leads, already at the top.
Every list opens with your highest-priority records first—no scrolling, no guessing who to call.
- ✓ Top opportunities surface first
- ✓ Ranked by your rules
- ✓ Works on any record type
Rank by the rules that fit your business.
Build prioritized lists from status, source, engagement, and more with simple field-filter rules—set once, for everyone.
- ✓ Field-filter rules
- ✓ Filter by status, source & activity
- ✓ Org-wide or per rep
Group your pipeline into clear sections.
Records fall into prioritized buckets—work first, follow up, nurture—so reps always know what comes next.
- ✓ Sectioned pipeline buckets
- ✓ One focused workflow
- ✓ Clear next-best action
Engaged and high-score leads.
Callbacks and quotes due today.
Let AI push the hottest leads up.
ShapeIQ scores feed your views, so conversion-ready leads rise to the top automatically.
- ✓ ShapeIQ AI lead scoring
- ✓ Rank by likelihood to convert
- ✓ Self-learning algorithms
Work your views from your pocket.
Open the same prioritized pipelines in the Shape mobile app—even without Wi-Fi, on cellular service.
- ✓ Same views on mobile
- ✓ Works offline on cellular
- ✓ Call, text & email in-app
Every rep, pointed at the right lead.
Prioritized views sit on top of your lead management. They rank with AI lead scoring, tie into tasks & calendar, and travel with you on the mobile app—so your team always works the leads that move the pipeline.
“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
From one giant list to a ranked plan for the day.
Without prioritized views
- One endless list, no order.
- Reps guess who to call next.
- Hot leads buried under cold ones.
- Everyone sees the same clutter.
- Manual sorting and filtering every day.
- Good opportunities go stale.
With Shape prioritized views
- Top opportunities surface first.
- Ranked by engagement, activity & timing.
- Clear sections tell reps what to do next.
- Custom views per org, team, or rep.
- ShapeIQ pushes the hottest leads up.
- Same views on desktop and mobile.
Set up by someone who does this daily.
You are assigned an implementation specialist, not a knowledge-base article. They stay with you through launch.
One person owns your setup end to end and knows your configuration when you call back six months later.
Ask Shape AI at 2am or reach a product expert by phone during business hours — both routes work.
New webinars weekly and refreshed courses as features ship, so your team never trains on an old version.
Prioritized pipeline view questions, answered
What are prioritized pipeline views?
They’re customizable lists that automatically surface your most valuable records first. Shape ranks leads by engagement, activity, or timing and groups them into clear pipeline sections—so your team always knows who to work next.
How does Shape decide which leads come first?
You define the logic with prioritization rules built from field filters like status, source, and engagement. ShapeIQ lead scores can also feed your views, pushing the leads most likely to convert to the top. See AI Lead Scoring.
Can I build views for specific teams or reps?
Yes. From the Prioritization Rules settings page you can create views for your entire organization or down to the individual level, and control which users, teams, or departments see each one.
What record types work with prioritized views?
Any record type in your CRM—leads, prospects, borrowers, referral partners, and more. Each list applies to the record type you choose. See Lead Management.
Can I use prioritized views on mobile?
Yes. The same prioritized views are available in the Shape mobile app, so reps can work their most important records on the go—even without Wi-Fi, using cellular service.
Are prioritized views secure and compliant?
Yes. All records and views are protected with enterprise-grade security, encryption, and compliance standards including SOC 2, HIPAA, and PCI.
Always know who to work next.
See how Shape’s prioritized pipeline views rank your leads by engagement, activity, and timing—so your team focuses on what drives results.