"Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable & automated follow-up system. Shape Software has given me the freedom to focus on my clients."
– Aaron Powell, Star Financial
A More Powerful CRM
The Shape CRM uses intelligent automation to simplify and organize everyday admin that consumes time so you and your team can focus on what matters: your business.
Automatically capture leads, send follow ups, and manage client projects within one easy-to-use interface. Never lose track of important data or communications ever again!
Create automated workflows that streamline processes and ensure best practices so your team can deliver world-class customer experiences every day.
Sync your team’s email, calendars, and to-do’s to always stay on the same page. Assign tasks to staff to get instant accountability, and use role permissions to keep sensitive data private.
Better Marketing & Sales Automation
Our suite of powerful marketing and sales automation tools would cost thousands of dollars a month on their own. You get them all included in your plan for no extra charge.
82% of text messages are read within 5 minutes, and Shape helps you stay top of mind with powerful SMS tools. Reach out to leads with pinpoint accuracy and context when it counts.
With click to dial, inbound & outbound calling, call recording, local presence, and more, your sales team gets the enterprise-level features they need to close the right deals.
Build and send high quality newsletters, emails, and drip campaigns with pinpoint accuracy. Stay connected with leads and nurture new relationships without missing a beat.
Easier Client & Project Management
Shape gives you the power to make onboarding new clients effortless. With a strong system in place, you’ll have everything you need to grow revenue to new heights.
Build and send custom forms, contracts, proposals, and invoices, or use our proven pre-built library of templates. Shape’s e-Sign feature gets you documents back quickly and securely.
Use automated payment reminders, calculators, and online invoicing to get paid quicker than ever and create a seamless billing process for your clients.
Generate custom reports like referral tracking, top lead sources, and hundreds more. Get the data you need to invest in business and marketing decisions that will actually move the needle.
Endlessly Configurable for Your Needs
Don’t compromise on a software that only gives you half the features and customizations you need to get the job done. With every Shape plan, you get access to a suite of integrations, custom account setup, and white glove support that’s always ready to help you achieve more.
Shape integrates with the tools you depend on like MailChimp, Twilio, G Suite, MS Office, Case Management software, LOS, MLS, merchant accounts, Stripe, BombBomb, Zapier, and tons more.
The Shape CRM lets you fully configure the interface and features for your business’s specific needs. Finally, the system you’ve been dreaming about can come to life.
Our support team is always here for you via phone, online chat, or email. Unlike other CRMs, we never charge you to speak to a live person or gate off support functionality.
The Shape Difference
At Shape, we believe that great software is more than just the sum of its features. To manage and grow your business, you need a tool both you and your staff can rely on day in and day out, and that starts with an intuitive interface, a solid backend, and best in class data security.
Our responsive user interface is intuitive and easy to use. You and your staff won’t need to spend countless hours on training webinars or poring over FAQs to use Shape.
Shape uses advanced security features and protocols to protect the sensitive data of you and your clients.
Shape supports over 15,000 users and counting! Our dedicated team of engineers is always improving our software so you can always depend on it.