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Power your CRM Sales Marketing Projects Tasks Calls Texts Emails

all in one easy platform


Trusted and loved by 21,000 users and growing

Pre-built templates

Thousands of professional pre-built HTML email, text, and MMS templates.

Connect better with video

Get more replies, save valuable time, and add a human touch.

Follow-up automatically

Send perfectly timed text and email follow-ups throughout the sales cycle.

Reach your audience faster

Fast, personalized email and text messaging to 5 or 50,000.

Open, click, and bounce rates.

Measure the effectiveness of your emails and follow up at the right time.

Manage your contacts like a pro

"Most useful CRM I've ever used. It was easy to learn, everything was very intuitive and the user experience was sleek."

Pegah S. Technology Partnerships Manager

Source: Shape G2 reviews

Integrated cloud-based calling

  • Built-in Dialer

    Call faster with click-to-call, QuickFire Connect, and sequential power dialing

  • IVR & Routing

    Interactive frameworks, call forwarding, and dynamic inbound call flows

  • Phone Numbers

    Get local and toll free phone numbers in a click of a button

SMS & MMS Messaging

Average text message open rates are 99% with 97% being opened within 15 minutes. Are you text marketing?

Get more done with productivity tools

Built-in customer point of sale

Save over 20 hours a month, and close deals 50% faster

Use Shape with your favorite apps

"Shape is an amazing clear-cut, efficient, streamlined software that allows you to customize to your personal needs."
Timmya G., Mortgage Underwriter​
"The CRM has been tailored made for our business. It's helped us optimize our workflow and helped increase productivity."
Sara H. Major Account Executive
"The software came with everything already built into it or it was just a click to connect what we wanted in the integration dashboard."
Genevieve J. Legal Associate
"The reliability, outstanding customer service and the amount of time/expense saved daily from this awesome tool. Very easy to use."
Administrator in Information Technology and Services

Source: Shape G2 reviews

Get started with Shape today

Consolidate all of your work into one place.

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211

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All in one easy platform

Includes CRM, phone, email, text, marketing, and 500+ more powerful features.


Join 21,000 users powered by Shape

See what you can do with Shape

Thousands of professional pre-built templates

Send perfectly timed text and email follow-ups

Fast, personalized messaging to 5 or 50,000

Capture leads and identify opportunities

Drive more deals through the pipeline from lead provider connections, to ShapeIQ AI lead scoring, customer portal sales funnels, digital advertising, and beyond.

Automatically capture leads, assign and de-duplicate, send follow ups, manage client projects, and more within one easy-to-use interface. Never lose track of important data or communications ever again!

Create repeatable processes and views that streamline your work and ensure best practices. Empower your team so they can deliver world-class customer experiences every day.

Built-in Communication Tools

Increase your contact rates

  • Integrated Dialer

    Seamlessly receive inbound and make outbound calls directly from Shape’s user interface without the need for any hardware or third-party software.

  • Text & MMS

    82% of text messages are read within 5 minutes, and Shape helps you stay top of mind with powerful real-time SMS and MMS texting.

  • Seamless Email

    Build and send high quality emails, newsletters, and drip campaigns to send at the most opportune times. Stay connected without missing a beat.

Point of Sale

Streamline your process with a customer portal

Save over 20 hours a month, and close deals 50% faster by letting Shape's secure customer portal gather details and documents from your clients in a user-friendly way.

Gain deeper insights with reporting

Learn about user login sessions, communication overviews, and how frequently leads are converted into opportunities. For sales and marketing oversight, these reports can be filtered to see the performance of an individual, team, and lead source.

Measure lead generation and campaign performance through data-driven intelligence. Identify trends and patterns to analyze how to improve current processes and build future strategies.

Build endlessly customizable reports that help you make more informed business decisions and boost conversions. Get the data you need to invest in strategies that will actually move the needle.

Use shape with your favorite apps

Shape integrates thousands of tools, both native and third-party!

See what our customers are saying

Best mortgage CRM by FAR!


Elisa S.

Best mortgage CRM we've used by far. We're now looking to use their general CRM for other companies we own (property management, call center, and sales). They have all the major features we use, and the look and feel is in a different universe vs. other systems we've used. The LOS integration is great (we used Encompass but now looking to use Lendingpad). We also use their auto-dialer, e-mail/texts, and a lot of their other general contact management. We had used Floify before and now we use the Shape Mortgage Client Portal instead. The benefit there is we can actually nurture leads with e-mail and text marketing, which we couldn't do with Floify before. We're just starting to build out our online ads with them, excited to see how they perform.

Great system to manage our pipeline


Dorsa M.

We've used Shape for a couple years now, and mainly use it to manage our prospects and for contact management. It's definitely easy to use and we do all our e-mail and text follow-ups through there. I like that we can record all our calls it makes it easy to send the recordings instead of having to describe prospects. We also use it for project and task management.

Get more done with Shape!

Consolidate all of your work into one place.