The power of simplicity.
No annual contracts!
Everything you will ever need in one easy to use software.
Shape Software CRM
Lead & Account Management
Team Performance Analytics
Customized Industry Workflows
Duplicate Lead & Contact Management
Lead Distribution & Configurable Merge Tags
Email Integration for Outlook & Gmail
Task Scheduling, Automation & Activity Logs
Role Based Permissions
Customizations & API
Intra-Company Chat & Instant Messaging
Branch & Affiliate Management
Milestone & Action Management
Sales & Marketing Tools
Campaign and Sales Tracking
Integrated eSignature Solution
Custom Email Campaigns & Templates
Drip Campaign Automation
Cloud Phone System
Inbound & Outbound Calling
Call Routing & IVR
Local Presence Caller ID
Call Scripts, Recording, & Monitoring
With Shape, you don't need to decide between different product offerings. All of our features are included in one system for an affordable month to month price. Some features may require additional usage fees, final price may vary. 14 Day Trial available for select industries ask your Shape Adviser for more information.