Built for marketing teams

Fill the pipeline — and prove what filled it.

  • Capture every lead. Forms, landing pages, and ads flow straight into the CRM.
  • Launch in minutes. Design, build, and send campaigns without a developer.
  • Prove the ROI. See which sources and campaigns actually close.

Trusted by 100,000+ users since 2009.

app.setshape.com

Campaigns

Search…+ New
Live 3
Spring Refi Push
Email · 12,400 sent
42% open
Webinar Invite
SMS · 3,100 sent
Sending
Scheduled 5
Renewal Reminder
Drip · starts Mon
Queued
Local Open House
Social · 4 posts
Draft
Top source
LendingTree
148 leads · 22 won
Best ROI
E
AI Texting Live · 00:42

“Thanks for downloading the guide! Want me to book you a quick call this week?

Sentiment · Positive● Transferring
★★★★★ Rated 5 stars from 2,000+ verified reviews
LeaderG2 Reviews Top Rated ★Google Reviews Best ValueCapterra Front RunnerSoftware Advice Top PerformerSourceForge
Product tour

From first click to closed-loop reporting.

Lead Capture

Turn every touchpoint into a lead in the CRM.

Capture leads instantly from forms, landing pages, ads, and integrations — no manual entry.

Build branded, high-converting pages with a drag-and-drop editor and built-in capture.

Route new leads to the right rep the moment they arrive.

Keep the database clean by merging matching contacts automatically.

Verify contact info before you spend budget reaching out.

Design Studio

Make on-brand assets without leaving Shape.

Create flyers, social graphics, and emails without a designer or another tool.

Launch professionally designed campaigns in a few clicks.

Spin up campaign pages that match your brand and capture leads.

Design, personalize, and test emails with built-in authentication.

Marketing

Reach the whole database in a few clicks.

Reach thousands of contacts with personalized campaigns at once.

Schedule and publish across connected accounts from one dashboard.

Birthdays, holidays, milestones, and anniversaries — sent automatically.

Keep leads engaged with automated email and SMS tailored to each stage.

Automation

Stay in front of every lead, automatically.

Automate repetitive marketing processes with visual, no-code builders.

Send a message, assign a lead, or start a sequence the instant something happens.

AI keeps ‘still shopping’ prospects warm and books calls around the clock.

Reach customers before renewal with automated remarketing.

Analytics

Show marketing’s impact on revenue.

Measure which sources and campaigns generate the most closed deals.

Track cost-per-lead and cost-per-close by vendor and channel.

Watch campaign performance and pipeline contribution in real time.

See opens, clicks, replies, bounces, and unsubscribes on every send.

Shape AI Suite

AI that protects the pipeline you build.

A lead you generated is only worth something if it gets a fast, human follow-up. Here’s how Shape AI makes sure the leads you work so hard for never sit, stall, or go cold.

LIVEAI Answering
Shape AI: Jennifer is helping another customer right now. Would you like me to schedule a callback with her today?
Dana: Yes, this afternoon works.
PositiveSentiment
92Call score
BookedOutcome
I’m interested but have a few questions.
I’d be happy to help. If you’d like, I can also schedule a meeting with one of our specialists.
Yes please, tomorrow afternoon would be great!
Shape AI Replying · Real-Time Messaging
Sentiment
Positive
Intent
High
Call summary

Customer is interested in getting started and requested a follow up this week. Ready for outreach.

Next steps · auto-detected
Route to sales
Add to nurture
Log campaign source
J
Jordan SullivanInbound lead · High intent
92Lead Score
Scored against your criteria + Shape AI
Profile Match
FIT
Opportunity Size
FIT
Decision Maker
FIT
Recent Engagement
AI
Buying Intent
AI
AI Confidence
AI
Why teams choose Shape

One platform instead of six tools.

Design, landing pages, email, SMS, social, and automation — sharing the same database your sales team lives in.

design

No design bottleneck

Build flyers, emails, and social posts in the built-in Design Studio.

landing

Pages that convert

Drag-and-drop landing pages with capture wired straight to the CRM.

campaign

Send at scale

Personalized bulk email and SMS to your entire database in a few clicks.

attribution

Closed-loop reporting

Every lead is tied to a source, so you can prove what actually closes.

validate

Protect deliverability

Validation and consent tools keep your sender reputation healthy.

workflow

Set it and forget it

Automated nurture keeps leads warm long after the first touch.

FAQ

Questions, answered.

What marketing teams ask before they commit. Want to see it on your own funnel? Book a demo.

Fast. Once you’re set up — usually within a couple of weeks — you can design emails, build landing pages, and launch email and SMS campaigns without waiting on a developer.

Yes. Every lead is tied to its source, so you can measure cost-per-lead and cost-per-close by campaign and channel with closed-loop attribution — not just opens and clicks.

Shape captures leads from forms, landing pages, and ads automatically, and connects to the rest of your stack through native integrations, an open API, webhooks, and no-code tools.

Built-in email and phone validation, consent tracking, and opt-out management help keep your sender reputation healthy and your messages landing in the inbox.

Shape AI replies to inbound texts instantly and nurtures ‘still shopping’ leads 24/7, so the leads your campaigns generate never sit in a queue waiting on a rep.

Because Shape replaces your design, landing page, email, SMS, and automation tools, most teams consolidate spend. Pricing scales with your needs — book a demo for a quote.

Ready when you are

Build a pipeline
you can measure.

See how Shape brings capture, design, campaigns, nurture, and attribution together so marketing and sales finally run on the same data.

6+ toolsreplaced by one
Minutesto launch a campaign
Fullclosed-loop attribution
Personalized live demo · No obligation
★★★★★

“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.”

Ezrea WalshDeep Blue Mortgage
★★★★★

“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.”

Meredith FranceFrance Lending Group