Get started with Lead Genesis + Shape

Gain access to America’s #1 residential solar lead provider
Close more solar deals with the best all-in-one sales & marketing platform
Remarket and retarget your solar leads for pennies and maximize your ROI

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Learn about Shape in 3 minutes

Curious about Shape's all-in-one solution and what it can do for you? Our short 3 minute video showcases its top features and tools. Check it out!

Boost solar sales with Lead Genesis and Shape

Qualified Leads

With Lead Genesis, supercharge your lead generation by harnessing the potential of search, display, and social media ad platforms, while ensuring unwavering quality and compliance.

Automated Engagement

Lead Genesis seamlessly integrates with Shape, tracking all communication correspondence via automated drip campaigns and offering built-in calling and texting features.

Retargeting

With Shape, seamlessly re-engage your Lead Genesis leads by leveraging valuable data and insights, enabling personalized remarketing campaigns that maximize conversion rates.

Shape AI makes your work easier

Revolutionize your customer relationships with Shape's built-in artificial intelligence.

Everything your solar business needs

Marketing Suite

The best marketing suite in the solar industry to generate more leads, appointments, and closed deals.

Choose from over 1,000 pre-built, best-in-class solar templates for your e-mail, text, and video marketing or send direct mailer flyers to help generate more solar business today.

Calendar & Scheduling

Easily sync your Google and Outlook calendar with Shape's one-click connect. Use a company-shared calendar to provide transparency and improve team collaboration.

Seamlessly manage your events and automate scheduling to turbocharge your team's efficiency.

Customer Portal

Provide a branded portal experience for your clients to finalize applications, upload documents securely, and apply for financing all from one place.

Display energy savings and customize question tiles to increase your solar conversions.

Solar Proposals

Use Shape’s solar proposal tool or integrate with one of yours, to send beautifully designed solar proposals to your clients all while you’re right on the phone with them.

Deploy Shape’s automation to send follow-up e-mail and text campaigns to increase proposal conversions leading to increased closed deal volumes.

eSign

Use Shape's integrated esign to digitize contract signing without the bloated cost and maintenance of a third party.

You can now text contracts so customers can easily sign them on their smart phones in real-time.

Manage Referrals

Referral tracking is a breeze with Shape. Create transparency for your partners through pipeline views, automated notifications, and increase opportunities through engagement and collaboration.

Deploy co-branded marketing efforts with partners and vendors to create a unique customer experience.

Manage Projects

Increase team efficiency through collaboration, reduce office calls, and manage your solar projects better with Shape’s built-in project management features.

Visually display projects in list or kanban views, manage estimates, and optimize your solar project management with Shape.

Use Shape on the go with our mobile app

Use Shape's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.

A more streamlined & personalized client experience

1. Sign Up

Click the "Get Started" button, pick our turn key mortgage template, and sign up. Your login credentials and full access to your Shape system will be unlocked immediately.

2. Seamless Onboarding

We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.

3. Start Closing

Unlock the power Shape to automate your sales & marketing. Deploy proven to convert mortgage marketing materials and leverage 500+ powerful features to generate more leads and close more loans!

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 reviews

What our customers say

"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 has given us the freedom to focus on our clients."

Aaron Powell My Solar Tree

Happy Shape customer since 2018