Everything a rep needs to sell more, in one place.
- Reach leads first. Auto-dial and text new leads in seconds, not hours.
- Work a tighter pipeline. AI scoring surfaces who to call next.
- Close without the busywork. Logging, follow-ups, and reminders run themselves.
Trusted by 100,000+ users since 2009.
My Pipeline
“Hi Jim, this is Eva following up on your quote request. Is now a good time to chat?“
Everything you need to move a deal forward.
Be the first rep to reach every lead.
New leads are called and texted within seconds of hitting your CRM.
AI scoring surfaces your hottest opportunities so you always know who to call next.
Every lead routes to the right rep automatically, using your own rules.
Unworked leads are pulled back and reassigned before they go cold.
Drop unclaimed leads into shared pools where available reps can grab them.
Speed-to-Lead
New leads are called and texted within seconds of hitting your CRM.
Lead Prioritization
AI scoring surfaces your hottest opportunities so you always know who to call next.
Smart Assignment
Every lead routes to the right rep automatically, using your own rules.
Lead Redistribution
Unworked leads are pulled back and reassigned before they go cold.
Shark Tank
Drop unclaimed leads into shared pools where available reps can grab them.
Have more conversations, from one screen.
Work through high lead volume without dialing a single number by hand.
Call from any record with recordings, voicemail drops, and automatic logging.
Send and receive texts with images, GIFs, and emojis right from the record.
Hand live prospects to the right rep without losing the conversation.
Show a local number to lift answer rates on cold leads.
Power Dialer
Work through high lead volume without dialing a single number by hand.
Click-to-Call
Call from any record with recordings, voicemail drops, and automatic logging.
Two-Way SMS & MMS
Send and receive texts with images, GIFs, and emojis right from the record.
Warm Transfers
Hand live prospects to the right rep without losing the conversation.
Local Presence
Show a local number to lift answer rates on cold leads.
See every deal, and what to do about it.
Track every opportunity through custom stages from first contact to closed.
Every call, text, email, and note in one complete history.
Follow-ups, reminders, and appointments so nothing gets overlooked.
Manage calls, texts, and emails from one centralized inbox.
Customers, prospects, and referral partners in one CRM.
Pipeline Management
Track every opportunity through custom stages from first contact to closed.
Customer Timeline
Every call, text, email, and note in one complete history.
Tasks & Activities
Follow-ups, reminders, and appointments so nothing gets overlooked.
Unified Inbox
Manage calls, texts, and emails from one centralized inbox.
Contact Management
Customers, prospects, and referral partners in one CRM.
Let AI carry the repetitive work.
AI calls, qualifies, books meetings, and warm-transfers ready prospects to you.
AI answers questions, nurtures leads, and schedules appointments around the clock.
Every call is transcribed, scored, and summarized with next steps.
Score every lead on engagement and buying intent, automatically.
AI Calling
AI calls, qualifies, books meetings, and warm-transfers ready prospects to you.
AI Texting
AI answers questions, nurtures leads, and schedules appointments around the clock.
AI Call Insights
Every call is transcribed, scored, and summarized with next steps.
AI Lead Scoring
Score every lead on engagement and buying intent, automatically.
Know your numbers in real time.
Monitor pipeline, activity, and performance as it happens.
Real-time rankings on calls, deals, and revenue to keep the floor motivated.
Forecast revenue and pipeline health with live data.
Build reports to measure what matters and coach with evidence.
Live Dashboards
Monitor pipeline, activity, and performance as it happens.
Leaderboards
Real-time rankings on calls, deals, and revenue to keep the floor motivated.
Forecasting
Forecast revenue and pipeline health with live data.
Custom Reporting
Build reports to measure what matters and coach with evidence.
AI that turns speed into closed deals.
The moments that decide a deal — the first callback, the after-hours follow-up, the right lead at the right time — are the ones a busy rep misses. Here’s how Shape AI wins them for you.
Customer is interested in getting started and requested a follow up this week. Ready for outreach.
The parts of the job reps actually feel.
Less time on data entry and dialing. More time in conversations that close.
First to respond
When a lead comes in, Shape dials and texts before your competition even sees it.
More dials, less friction
The power dialer keeps you talking instead of typing numbers.
Nothing slips
Automated tasks and reminders catch the follow-up you’d otherwise forget.
Coaching that’s specific
AI call scores and summaries show exactly where deals are won or lost.
Mobile-ready
Take calls, texts, and updates from the Shape app anywhere.
A little competition
Live leaderboards turn activity into momentum across the team.
Questions, answered.
The things sales leaders ask before they switch. Still wondering something? Book a demo and we’ll walk you through it live.
Most teams go live in a couple of weeks, not months. Your implementation specialist builds a launch plan, migrates your data, configures your pipeline and automations, and trains the team before you go live.
Yes. Shape offers native integrations, an open REST API, real-time webhooks, and no-code connectors through Zapier and Make — so it fits the stack your team already runs on.
It does. Shape AI calls and texts in a natural voice, qualifies leads, answers questions, books meetings, and warm-transfers ready prospects to a rep — and it works after hours so no lead waits.
Live dashboards, leaderboards, and reporting give you real-time visibility into calls, activity, and pipeline, so you can coach with evidence and keep the floor competitive.
Shape scrubs against DNC lists, tracks consent, supports 10DLC registration, and logs every call and text automatically — so your team’s outreach stays defensible.
Shape replaces 10+ separate tools, so most teams spend less overall. Pricing depends on your team size and the features you need — book a demo for a tailored quote.
Give your reps
an unfair advantage.
See how Shape puts calling, texting, pipeline, and AI in one place so your team responds faster, works more leads, and closes more deals.
“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.”