See All Mortgage Real Estate Legal Insurance Solar Student Loan Debt Settlement
Blog Support Guides
Call us at (888) 762-7211
 

The power of simplicity.
No annual contracts!

 

All inclusive cloud software, one price, no annual contracts.

 

Included Sales & Marketing Tools

  • Campaign and Sales Tracking

  • Team Performance Analytics

  • Click to Dial ($0.03 / minute)

  • Call Scripts, Logging & Recording

  • eSignature Services ($0.50 / eSignature)

  • Custom Email Campaigns & Templates

  • Drip Campaign Creation & Management

  • Customizable Merge Tags

  • SMS Messaging ($0.05 / message)

Included Core Features

  • Customized Industry Workflows

  • Contact Management

  • Email Integration for Outlook & Gmail

  • Lead & Account Management

  • Task Scheduling, Automation & Logs

  • Role Based Permissions

  • Customizations & API (call for quote)

  • Document Storage

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.

Need a custom solution? Drop us a line! We customize →

 
 
 
Shape Software is highly rated by the leading software review sites
 

15,000 users can't be wrong.

 
Shape Software is highly rated by the leading software review sites
 
 
 

Frequently asked questions.

 

Do you have plans to choose from?

No! With Shape, you don't need to decide between different product offerings. We believe that everyone should get the full featured, unlimited version of Shape to suit all of their business needs.

What features are included in the trial?

The 14-day evaluation trial includes all Shape features. When you're ready to activate your account, you'll have the option to upgrade to a paid plan to continue using all of the features you've come to know & love.

Do I need to pay for a year up front?

Nope! At Shape, we have no annual contracts and do not make you pay for the year up front. All of our features are included in one system for an affordable month to month price.

 

What payment types do you accept?

We accept any major credit card. For annual subscriptions with over 25 users we can also issue an invoice payable by bank transfer or check. Your account executive can arrange an invoice purchase.

What is a user, is there a minimum?

You can think of a user as any person who has access to use Shape software. You can have 1 to unlimited users, just be aware that the users you add to the CRM reflect in your total monthly subscription fees.

What browsers are supported?

Shape is a cloud-based software solution that requires internet connection. We recommend using the latest, stable versions of Chrome, Microsoft Edge and Firefox. Also Safari 10.1 and newer.

 

Do you offer white label solutions?

Yes! Want something custom? With Shape’s help, there’s no limit to how much you can scale your company’s growth and lead your business, affiliates, associates, and clients down a path to success.

Can I cancel my subscription?

We hope that won't be necessary, but you can cancel your subscription whenever you believe that Shape is no longer helping you with your business. You can cancel by contacting us, or in your software settings.

What if I have more questions?

We’re happy to help answer any questions you might have 24x7 via email, chat, or phone.

Get in Touch →

 
fa-ff_gradient.png