Welcome to

Let's Stay on Target

To start getting the most out of your system, commit to these 5 steps. Before you know it, you’ll hit bullseye in your business success.

1.

Add Users

2.

Text Settings

3.

Import Contacts

4.

Lead Providers

5.

Free Training

Add Users

Dart Slang: Champagne Finish

A big checkout at a crucial point of the game featuring one, two, or on the rarest of occasions three bullseyes in the combination.

Text Required Settings

Dart Slang: Robinhood

A dart which lands in the stem of a dart which is already in the board.

Import Contacts

Dart Slang: Double Top

Another term for the double 20 segment.

Lead Providers

Dart Slang: Big Fish

The 170 checkout. Treble 20, treble 20, bullseye. The biggest finish in darts.

Training, Support, & Service

Training

At Shape, we offer live FREE trainings every week for all user types in addition to dozens of tutorials and videos.

Support

Shape is proud of achieving less than 1% downtime. But, should you have product-related problems, we have 24-hour/7-day week support.

Services

Want to skip the line? Technology administrators may not be enough. Want customization, integrations, and personalized training?

Training Wheels
Let's Get You Rolling!

Master your Shape system through expert guided webinars

Join Shape experts for 1-hour of onboarding and basics. Get a system overview and a Q&A session to get your questions answered.

Sales & marketing go hand-in-hand for customer success. This 1-hour class including live Q&A should be completed after taking User Training.

Designed specifically for system administrators, this 1-hour class including live Q&A should be completed after taking User Training.

We can help you succeed with the full power of Shape. From training your trainer to managing integrations for you, work with our pros.

Over $3,200 in Training

Free every month

Knowledge & Guides

Guided Video Tutorials

Mobile App Walkthrough

Get started

Be sure to download the latest version of the application from either the App Store or Google Play. If you have the old app, please delete that app before installing the new one. You will use the same login credentials that you use on your computer.

Add your call settings

Before you can start calling in Shape's mobile app, you need to enter your cell phone number in the "Call Settings" section within your account settings. Click on your profile picture in the upper right-corner to get to your account settings. If you enter another number other than the phone number of the mobile device your app is installed on, you will run into issues.

Contact categories

Work your different record types by simply selecting the contact category from the top dropdown. Once there, choose from your prioritized pipeline views, all from your smartphone!

Using prioritized views

Manage, track, and optimize all your sales opportunities throughout the different stages of your lead's journey to close more opportunities. The same prioritized views you love on your computer, are also available on mobile.

Using quick actions

Easily call, text, and email your contacts directly from the list view using quick actions. To open a lead, click the name of the contact, and to see more actions, swipe left.

Make, receive, and track calls

Experience effortless call management with the Shape mobile app! Click-to-dial, check your missed calls, listen to call recordings, and access voicemail messages all in one convenient location.

Send and receive texts

Streamline your text message management with Shape! Handle your incoming and outgoing texts all in one centralized location. Quickly send messages and effortlessly view and respond to incoming ones.

Send emails

Utilize Shape's mobile app to send emails that seamlessly track in the CRM for complete visibility. Engage with your customers, even when you're away from your computer.

Check and leave notes

Stay on top of your leads and customers' information, even when you're on-the-go! Use the Shape mobile app to add new contacts, leave and review notes, and update customer files - all without needing a computer.

Track activity logs

Access activity logs for each contact to check on updates, automation efforts, team collaboration, and more.

File uploads

Enhance your contact files with ease by effortlessly attaching files of your choice. Select from your photos, files, or shared documents, directly from your mobile device.

Tasks are coming soon!

In the next update of the Shape mobile app, you'll be able to manage your tasks on-the-go. Stay tuned for more updates and features available!

Get in Touch

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

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Contact Sales