Get more done, without the busywork.
Notes and @mentions keep your team in sync on every record. Tasks, calendar events, and prioritized views run your day. The AI suite and automation handle the repetitive work.
Trusted by 100,000+ customers since 2009.
My day
Live call monitoring on — @mention a teammate and drop a note without leaving the call.
Everything you need to run the day.
Notes, tasks, calendar, prioritized views, call monitoring, communication, and AI—working together so nothing slips.
Notes and @mentions, in context.
Leave notes on any record and @mention a teammate to loop them in instantly.
- ✓ Notes on every record
- ✓ @mention teammates
- ✓ Everyone stays in sync
@Priya can you send the quote?
On it — sending now.
Tasks and calendar, together.
Schedule events and track to-dos so every follow-up has a time and an owner.
- ✓ Tasks with owners & due dates
- ✓ Calendar events
- ✓ Automatic reminders
Your best work, at the top.
Prioritized views surface the records that matter most, first—org-wide or per rep.
- ✓ Ranked work queues
- ✓ Custom rules
- ✓ Org or individual
Heads-up display call monitoring.
Watch live calls on a heads-up display and jump in to help—listen, whisper, or barge.
- ✓ Live call monitoring (HUD)
- ✓ Listen, whisper, barge
- ✓ Real-time coaching
Let AI and automation do the busywork.
The AI suite drafts and assists while automation runs your follow-ups and workflows.
- ✓ AI suite built in
- ✓ Automated follow-ups & drips
- ✓ Trigger-based workflows
Start welcome drip & assign owner.
Follow-up email drafted for review.
From scattered to-dos to a system that runs itself.
Without Shape’s productivity tools
- Notes and updates lost in chat.
- Follow-ups tracked in your head.
- Everyone works from a random list.
- No visibility into live calls.
- Repetitive tasks done by hand.
- Context scattered across apps.
With Shape’s productivity tools
- Notes and @mentions on the record.
- Tasks and events with owners and dates.
- Prioritized views run everyone’s day.
- Live call monitoring and coaching.
- Automation handles the repetitive work.
- One place for the whole workflow.
Your whole workflow, in one platform.
Productivity tools plug into your CRM, the communication suite, and the AI suite—so notes, tasks, calls, and automation all work from the same records.
“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
Help before you need it, and after.
Most of the work of switching systems happens before go-live. That part is ours, not yours.
We move and organise your existing records so nothing has to be re-entered by hand.
A dedicated account manager for as long as you are a customer, plus experts by phone and email.
Support guides, video walkthroughs, and step-by-step tutorials for the questions that come up at 5pm.
Productivity questions, answered
What productivity tools does Shape include?
Notes with @mentions, tasks, calendar events, prioritized views, heads-up-display call monitoring, a full communication suite, and an AI suite with automation—all in one platform.
How do notes and @mentions work?
Leave a note on any record and @mention a teammate to loop them in instantly, so the whole team stays in sync without leaving the CRM.
What is heads-up display call monitoring?
A live view of active calls that lets managers listen, whisper to the rep, or barge in—for real-time coaching without interrupting the workflow. See Phone System.
Can Shape automate my follow-ups?
Yes. Automation runs drips, follow-ups, and trigger-based workflows, while the AI suite helps draft and decide. See AI Suite.
What are prioritized views?
Ranked work queues that surface your most important records first, set org-wide or per rep. See Prioritized Pipeline Views.
Is everything secure and compliant?
Yes. Shape is protected with enterprise-grade security, encryption, and compliance standards including SOC 2, HIPAA, and PCI.
Run your day from one place.
See how Shape brings notes, tasks, calendar, prioritized views, call monitoring, and automation together so your team gets more done.