Configure it once. Run the whole business on it.
- Control access precisely. Roles, permissions, and branch-level rules for every user.
- Automate without code. Workflows and integrations you build yourself.
- Stay clean and compliant. Dedup, consent, and DNC handled by the system.
Trusted by 100,000+ users since 2009.
Admin · Workflows
New lead from LendingTree → assigned, texted, and tasked in under 2 seconds. No manual steps.
The controls to run it your way.
Give every user exactly the right access.
Give every user the right tools, access, and rules for their role.
Manage every branch or team with central oversight and local flexibility.
Shared visibility across records with @mentions and collaboration.
Define exactly how leads route by source, geography, or schedule.
Model contacts, partners, households, and policies the way your business works.
Roles & Permissions
Give every user the right tools, access, and rules for their role.
Branching
Manage every branch or team with central oversight and local flexibility.
Team Visibility
Shared visibility across records with @mentions and collaboration.
Lead Distribution Rules
Define exactly how leads route by source, geography, or schedule.
Multi-Object Database
Model contacts, partners, households, and policies the way your business works.
Keep the database clean by default.
Prevent duplicate records before they create extra work.
Verify contact data before outreach to protect deliverability.
Securely collect, organize, and share files without email chains.
Every interaction logged automatically to one customer timeline.
Duplicate Management
Prevent duplicate records before they create extra work.
Email & Phone Validation
Verify contact data before outreach to protect deliverability.
Document Management
Securely collect, organize, and share files without email chains.
Complete Records
Every interaction logged automatically to one customer timeline.
Automate the busywork your team hates.
Automate repetitive tasks and processes with a visual builder.
Send messages, assign leads, update records, and create tasks automatically.
Auto-create reminders and follow-ups so nothing falls through the cracks.
Set up nurture once and let it run across your whole database.
No-Code Workflows
Automate repetitive tasks and processes with a visual builder.
Trigger-Based Actions
Send messages, assign leads, update records, and create tasks automatically.
Task Automation
Auto-create reminders and follow-ups so nothing falls through the cracks.
Automated Campaigns
Set up nurture once and let it run across your whole database.
Connect Shape to the rest of your stack.
Build custom integrations with a fully documented REST API.
Trigger real-time updates and keep systems in sync as data changes.
Connect thousands of apps with Zapier, Make, and other platforms.
Sync data and milestones with the core systems your team already uses.
Open API
Build custom integrations with a fully documented REST API.
Webhooks
Trigger real-time updates and keep systems in sync as data changes.
No-Code Automation
Connect thousands of apps with Zapier, Make, and other platforms.
Native Integrations
Sync data and milestones with the core systems your team already uses.
Build the guardrails in, once.
Automatically respect federal and internal DNC lists before any outreach.
Track SMS and email consent while honoring opt-outs automatically.
Built-in safeguards help your team stay aligned with messaging rules.
SOC, HIPAA, and PCI-aligned controls protect your data.
Do Not Call Protection
Automatically respect federal and internal DNC lists before any outreach.
Consent Management
Track SMS and email consent while honoring opt-outs automatically.
Compliance Monitoring
Built-in safeguards help your team stay aligned with messaging rules.
Security & Certifications
SOC, HIPAA, and PCI-aligned controls protect your data.
AI that scales the team without adding headcount.
Coverage gaps, untracked conversations, and inconsistent process are the problems that land on an admin’s desk. Here’s how Shape AI closes them — automatically and on the record.
Customer is interested in getting started and requested a follow up this week. Ready for outreach.
Set the rules. Let the system enforce them.
The configuration, data hygiene, and compliance controls that let one admin support an entire organization.
Granular permissions
Producers, CSRs, and managers each get exactly the access they should.
Automation without engineers
Build routing, follow-up, and updates with a no-code visual builder.
Open by design
REST API, webhooks, and no-code connectors link Shape to anything.
Self-cleaning data
Dedup and validation keep records accurate without manual cleanup.
Compliance built in
DNC, consent, and 10DLC handled by the platform, not a spreadsheet.
Full visibility
Live dashboards give you oversight across every team and branch.
Questions, answered.
The questions ops and admins ask before rolling Shape out. Need specifics for your setup? Book a demo.
Your implementation specialist handles the heavy lifting — a launch plan, secure data migration, and configuration of your pipelines, roles, and automations — with hands-on training before go-live.
Yes. Roles and permissions let you give producers, CSRs, and managers exactly the right access, and branching lets you manage multiple teams or offices with central oversight.
Very. Build custom integrations on an open REST API, trigger real-time updates with webhooks, and connect thousands of apps through no-code platforms like Zapier and Make.
No. Shape’s no-code workflow builder lets you automate routing, follow-up, record updates, and task creation with triggers — no development required.
DNC scrubbing, consent tracking, and 10DLC are built in, every interaction is logged and timestamped, and Shape maintains SOC, HIPAA, and PCI-aligned controls.
Yes. Your data is securely migrated during onboarding, and duplicate management keeps records clean so you start on an organized foundation.
One system to
configure and control.
See how Shape replaces a stack of disconnected tools with one platform you can govern — permissions, automation, integrations, and compliance included.
“The system has all the features we need to run our business smoothly, and the support has been excellent. It makes a big difference having a CRM that not only works but comes with a team that truly helps.”
“Shape has been fantastic to work with. They helped get my system up and running quickly and made the whole process smooth and stress free. Highly recommend.”