The AI CRM, tuned to how your industry sells.
Shape adapts to how your team actually works, with workflows, automations, and AI built around your vertical, not bolted on.
“The system has all the features we need to run our business smoothly, and the support has been excellent. Corey has been great, always quick to respond and guide us along the way. It makes a big difference having a CRM that not only works but also comes with a team that truly helps.”
“Shape has elevated my sales game. It simplifies tracking and measuring my marketing campaigns and sales pipeline while keeping my team organized. Switching from my previous CRM was seamless. Highly recommend.”
“Shape software has been fantastic to work with! Jim was especially great. He helped get my system up and running quickly and made the whole process smooth and stress free. Highly recommend their support and service!”
“As an insurance agent, there’s been nothing like it. Shape took everything I loved about my old CRM and improved on it. Their team is responsive and constantly building. I’m looking forward to growing on Shape.”
Pick your industry.
Each page shows the workflows, automations, and integrations teams in that industry use every day.
Mortgage
The AI CRM for loan officers & lenders — capture, nurture, and close more borrowers, faster.
- Respond faster. AI follows up instantly.
- One platform. CRM, phone, marketing, POS, and AI.
- Less busywork. More conversations that matter.
Insurance
The AI CRM for agencies & producers — quote, bind, and retain more policyholders in one place.
- Win the speed-to-lead race. Auto-call and text new leads in seconds.
- Dial more, reach more. Power dialer with local presence.
- Protect your book. Automated renewals, cross-sell, and win-backs.
Solar
The AI CRM for solar sales teams — capture, qualify, and close more installs.
- Set more appointments. Follow-up that fills closers’ calendars.
- Cut no-shows. Automated reminders before every appointment.
- Never drop a proposal. Follow up until the deal is signed.
Education
The AI CRM for enrollment & admissions teams — turn inquiries into enrolled students.
- Answer inquiries in seconds. Beat every other school to the phone.
- Nurture to enrollment. Automated follow-up through every start date.
- Stay compliant. TCPA, DNC, and consent tracking built in.
Small Business
The all-in-one AI CRM to capture, convert, and keep customers — without the busywork.
- Never lose a lead. Capture from every source, automatically.
- Follow up on autopilot. Calls, texts, and emails that close deals.
- Keep customers coming back. Repeat and referral campaigns.
Debt Settlement
The AI CRM for debt-relief call centers — more enrollments, less busywork, built-in compliance.
- Dial faster. A power dialer that keeps agents talking.
- Qualify in seconds. Route leads by debt amount and eligibility.
- Stay compliant. TSR, DNC, TCPA, and call recording built in.
Automotive
The AI CRM for detailers & auto shops — book more jobs and keep the bays full.
- Capture every lead. From Google, Instagram, and your site.
- Quote and book faster. Follow up until the job is on the calendar.
- Turn one job into many. Repeat and membership campaigns.
Construction
The AI CRM for contractors — turn bids into booked jobs and repeat referrals.
- Capture every lead. From Angi, Google, referrals, and your site.
- Follow up on every estimate. Automatically, until they decide.
- Keep customers coming back. Repeat and referral campaigns.
Medical Spa
The AI CRM for med spas — fill the calendar and keep clients coming back.
- Capture every lead. From Instagram, Facebook, and Google.
- Convert more consults. Follow up until they book.
- Keep clients coming back. Rebooking and membership campaigns.
Every industry gets the whole platform.
Your industry page shows how it’s set up for you. Underneath, every team gets the same CRM, phone system, marketing, and AI, so you never outgrow it.
Shape for every seat on the team.
Don’t see your industry? Shape still fits.
If your team captures leads, follows up, and closes deals, Shape works for you. A specialist will set it up around your process.