Know exactly what’s working—in real time.
- See the whole funnel. Conversion, speed, and outcomes at a glance.
- Prove your ROI. Track cost per acquisition and return by source.
- Coach with data. Team dashboards show who’s winning and why.
Trusted by 100,000+ customers since 2009.
Dashboards
Conversion up +6% this month — LendingTree leads have the lowest CPA at $38.
Decisions backed by data, not gut feel.
Reporting is only as good as the data feeding it. Because Shape captures every call, text, and stage change from lead management and the phone system, your dashboards reflect what’s really happening—automatically.
“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 raw activity to real answers.
Shape turns everything happening in your CRM into dashboards you can actually act on.
Your whole business, one screen.
Build dashboards that show the metrics you care about—live, no spreadsheet exports.
- ✓ Drag-and-drop dashboards
- ✓ Real-time data
- ✓ Share with the team
See where deals stall.
Track conversion at every stage so you know exactly where to focus.
- ✓ Stage-by-stage conversion
- ✓ Drop-off detection
- ✓ Compare periods
Prove what marketing returns.
Tie spend to outcomes with cost per acquisition and ROI by source and campaign.
- ✓ Cost per acquisition (CPA/CAC)
- ✓ ROI by source and campaign
- ✓ Spend vs. revenue
Coach with the numbers.
Leaderboards and activity reports show who’s performing—and where to help.
- ✓ Rep leaderboards
- ✓ Activity and outcome metrics
- ✓ Goal tracking
Report on anything.
Slice any field, filter, and group to build the exact report you need—then schedule it.
- ✓ Any field, filter, or group
- ✓ Save and schedule delivery
- ✓ Export to share
From spreadsheet guesswork to live answers.
Numbers live in exported spreadsheets.
Live dashboards inside the CRM.
Reports are outdated by the time they’re built.
Real-time data, always current.
No idea which source pays off.
CPA and ROI by source and campaign.
Coaching based on hunches.
Coach from real performance metrics.
Every report is a manual chore.
Save, schedule, and auto-deliver reports.
Data scattered across tools.
One source of truth for the whole team.
Launch week, and every week after.
Onboarding is a start date, not a finish line. Support and training continue for the life of the account.
A specialist runs your kickoff, migration, and configuration, then trains your team before you go live.
24/7 AI support for immediate answers and named humans you can reach directly when it matters.
Weekly webinars, self-paced learning, and new material as the product grows.
Reporting & analytics questions, answered
What can I report on in Shape?
Everything in your CRM—leads, pipeline, conversion, speed to contact, cost per acquisition, marketing ROI, and team performance—through custom dashboards and reports that update in real time.
Can I build my own custom reports?
Yes. Choose any field, filter, and grouping to build the exact report you need, then save it, schedule automatic delivery, and export to CSV or PDF to share.
Does Shape track marketing ROI and cost per acquisition?
Yes. Shape ties spend to outcomes so you can see cost per acquisition (CPA/CAC) and return on investment by source and campaign—and double down on what works.
Is the data real-time?
Yes. Dashboards reflect activity as it happens—no nightly exports or manual refreshes—because reporting runs on the same platform capturing your calls, texts, and stage changes.
What does reporting integrate with?
Reporting draws from every module in Shape and can also pull and push data through native integrations, webhooks, and an open API—so you can blend CRM data with the rest of your stack. See Integrations & APIs.
Is my reporting data secure?
Yes. All data is protected with enterprise-grade security, encryption, independent audits, and compliance standards including SOC 2, HIPAA, and PCI.
Stop guessing. Start knowing.
See how Shape turns CRM activity into real-time dashboards for conversion, ROI, and team performance—so every decision is backed by data.