Use Shape's built-in customer portal

Close deals 50% faster with responsive lead funnels, and document collection

Over 100,000 customers served

A mobile-optimized branded digital portal

Survey-Style Lead Funnels

Leverage a proven way to increase your conversions by 27% using step-by-step question and answer style forms to securely gather information and documents.

Gather customer information easily. The information automatically populates into your system in real time.

Co-Branded Partner Portal

Increase partner and referral business by providing your referral partners an easy way to market and refer business for you.

Give your best referral partners a way to display a co-branded and professional looking portal for them to send more referrals to you.

White-Labeled Portal

Provide a professional portal and login for your clients with your logo and branding, to automatically gather information, documents, and more with Shape’s portal.

Save over 20 hours a week by letting Shape’s portal handle applications, intake, and all the other tedious manual entry for you.

Supports Multiple Languages

Market and do business with a wider audience by proving your clients a partner portal in a language that makes it easy to complete your sales process.

Reduce miscommunication and wasted time trying to explain or translate information for your clients with a client portal in their language.

Mobile Optimized

Increase your completed applications and reach more than 98% of clients with a mobile optimized client portal.

Make it easy for anyone to fill out information, upload documents, and sign documents – right from their mobile phone.

Notifications

Use the power of Shape’s sales and marketing automation with your Shape portal to automate follow-ups, missing information, or documents.

Send automatic texts and e-mail reminders based on where your clients are in your pipeline so you can focus on more important tasks.

Secure document uploads all in one place.

  • Templated Document Sets

    Create needs lists for different scenarios with an easy drag-and-drop solution for your clients

  • eSignature Solutions

    Digitize contract signing without the cost and maintenance of a third party

  • Cloud-Based Storage

    Stop digging through emails for attachments and automatically gather all required documents in one place

Get started with the Customer Portal