Everything you need,
one simple plan.
Start with Core and add what you need — or get the entire platform with Complete, with nothing else to buy.
A powerful CRM foundation for individuals and small teams — extend it with add-ons as you grow.
Get a Quote- Lead management & CRM
- Workflow automation
- Lead routing, triggers & actions
- Integrations
- Mobile app
- Calendar & tasks
- Drip campaigns
- Built-in reports
Everything Shape does, in one plan. No add-ons to buy — it all just works.
Get a Quote- Everything in Core, plus:
- AI Calling Bot
- AI Insights
- Lead Engine Landing Pages
- Shape Social
- CustomUI
- Customer portal
- Recruiting Database
For larger teams and organizations with advanced admin, security, and volume needs.
Talk to Sales- Everything in Complete, plus:
- Volume user pricing
- Advanced admin, roles & permissions
- Branching (multi-location)
- Dedicated onboarding
- Priority support
- Custom integrations & API
Only pay for the conversations you have.
Every plan comes with built-in calling, texting, and email. You preload your account and usage draws from your balance at transparent, pass-through rates — so you only ever pay for what you actually use. Book a demo and we’ll walk you through the rest.
Extend Core with just what you need
Add individual tools to Core à la carte — most come included as you move up to Complete, and everything is standard with Enterprise.
AI Suite
AI calling, texting, insights, content & lead scoring.
Lead Engine
Landing pages and lead capture that feed your pipeline.
Shape Social
Plan, schedule, and post to social — priced per user.
CustomUI
Tailor layouts, fields, and views to your workflow.
Customer Portal
A branded portal and point-of-sale for your clients.
Branching
Manage multiple locations and teams under one roof.
Every feature, plan by plan
See exactly what’s included, what’s an add-on, and where Complete saves you from buying anything extra.
Core Per user Get a Quote |
Most Popular Complete 5 users Get a Quote |
Enterprise Custom Talk to Sales |
|
|---|---|---|---|
| Responsive, cloud-based system | |||
| Contact management | |||
| Real-time lead capture | |||
| Bulk record imports | |||
| Duplicate management | |||
| Automated lead distribution | |||
| QuickFire speed-to-call distribution | |||
| Multi-user record assignment | |||
| Department-specific workflows | |||
| Prioritized lead pipeline views | |||
| Dynamic, customizable list columns | |||
| Partner management & referral tracking | |||
| Role-based permissions | |||
| 2-factor authentication | |||
| SSO login | |||
| IP whitelisting | |||
| Customizable settings | |||
| ShapeIQ AI lead scoring | – | ||
| Recruiting database | – | ||
| Branching model structure | Add-on | Add-on | |
| Multi-tier statuses | |||
| Automated sales conversions | |||
| Trigger-based automation | |||
| Templated checklists | |||
| Managerial oversight & team tracking | |||
| Custom notification preferences | |||
| Required field management | |||
| Automatic AJAX data-entry saving | |||
| Activity, interaction, note & communication logs | |||
| Shark Tank redistribution | |||
| Marketing source management | |||
| Pre-built content & workflows | |||
| Advanced filtering | |||
| Drip campaigns | |||
| Birthday & holiday marketing | |||
| Automation run-schedule control | |||
| Video marketing | |||
| Dynamic content personalization | |||
| WYSIWYG HTML email template builder | |||
| Document, flyer & PDF generation | |||
| Email footer & global disclosure control | |||
| UTM tracking | |||
| Opt-in consent tracking | |||
| Opt-out compliance | |||
| CMS digital design suite | – | ||
| Inbound & outbound calling | |||
| Call outcome dispositions | |||
| Domestic local & toll-free numbers | |||
| Click-to-call | |||
| Warm, cold & no-hold transfers | |||
| Call conferencing | |||
| Heads-up display & live call monitoring | |||
| Call routing rules | |||
| IVR menu technology | |||
| Local presence | |||
| Caller ID management | |||
| Round robin & call blast distribution | |||
| Call recording | |||
| Voicemail drop | |||
| Block list | |||
| Inbound voicemail recording & inbox | |||
| SMS messaging | |||
| MMS messaging | |||
| 10DLC texting compliance | |||
| Bi-directional texting inbox | |||
| Bulk text messaging | |||
| Texting workflow automation | |||
| Conversational view texting | |||
| Emojis & GIFs | |||
| Outbound emails | |||
| Email inbox | |||
| Email automation journeys | |||
| Bulk email blasts | |||
| Custom email domain authentication | |||
| Email send, open & click tracking | |||
| Email validation | Pay-as-you-go | Pay-as-you-go | Pay-as-you-go |
| Customizable prioritized views by role or team | |||
| Admin “login as user” feature | |||
| Quick list page actions | |||
| Bulk actions | |||
| @Mentions for collaboration | |||
| Advanced note logs & tracking | |||
| Task management | |||
| Shared calendar | |||
| Outlook & Google calendar sync | |||
| Reminders & notifications | |||
| Mobile app | |||
| Sales dashboards | |||
| Lead conversion insights | |||
| Team productivity reports | |||
| Marketing source analytics | |||
| Call performance metrics | |||
| Email engagement tracking | |||
| Text communication reports | |||
| Custom reporting | |||
| Built-in native integrations | |||
| Lead provider HTTP post support | |||
| Supports Zapier | |||
| Webhooks | |||
| Open API | – | ||
| Template resource repository | |||
| File, media & document uploads | |||
| Detailed audit & log tracking | |||
| Secure cloud back-ups | |||
| Data-center extended contact storage | Add-on | Add-on | Add-on |
| Complimentary expert onboarding package | |||
| 24/7 instant AI chat support | |||
| Dedicated email support | |||
| Customer support call-in phone line | |||
| Support guide resources | |||
| Free live training webinars | |||
| Video tutorials | |||
| Personalized 1:1 consultation | – | – | |
| Dedicated system administration | – | – | |
| Strategic planning sessions | – | – | |
| Regular personalized meeting schedules | – | – | |
| Add-on | |||
| Flexible themes & custom designs | Add-on | ||
| Landing pages | Add-on | ||
| Conversion rate optimization (CRO) | Add-on | ||
| Free domain + secure hosting | Add-on | ||
| Mobile & responsive design | Add-on | ||
| Professional setup & development | Add-on | ||
| Customizable lead funnels & surveys | Add-on | ||
| Streamlined scheduling | Add-on | ||
| Lead notifications | Add-on | ||
| Seamless CRM integration | Add-on | ||
| Add-on | |||
| Call transcripts | – | ||
| AI scoring | – | ||
| Automated summaries | – | ||
| Follow-up plans | – | ||
| Areas of improvement | – | ||
| Score-based alerts | – | ||
| Compliance checks | – | ||
| Reporting insights | – | ||
| Add-on | |||
| Secure customer portal | Add-on | ||
| Survey-style digital application | Add-on | ||
| Document request, upload & eSignature | Add-on | ||
| Document approval & rejection | Add-on | ||
| Automated PDF conversion & download | Add-on | ||
| Real-time data syncing | Add-on | ||
| Referral partner tracking portal | Add-on | ||
| Referral partner co-branding | Add-on | ||
| Automated updates & milestone tracking | Add-on | ||
| – | |||
| Easy design editor | – | ||
| Royalty-free image library | – | ||
| Custom image library | – | ||
| Web to print | – | ||
| Co-branded content | – | ||
| QR code generator | – | ||
| Contact profiles | – | ||
| Custom branding | – | ||
| Brand asset distribution | – | ||
| Template editing | – | ||
| Instant downloads | – | ||
| Locked admin-defined content | – | ||
| Role permissions | – | ||
| Users included | Per user | 5 users | Custom |
| Add more users | |||
| Communications billing | Pay-as-you-go | Pay-as-you-go | Pay-as-you-go |
Calling, texting & email usage is billed via the Communications Package (pay-as-you-go). Add-on features are available on Core and come included with Complete.
Pricing questions, answered
How much does Shape cost?
Shape offers tailored pricing, so you only pay for what your team needs. There are three plans — Core (priced per user), Complete (everything included, 5 users), and Enterprise (custom) — billed monthly or annually, with savings on annual. Request a quick quote and we’ll recommend the right fit.
What’s the difference between Core, Complete, and Enterprise?
Core is a per-user CRM foundation with lead management, automation, and reporting. Complete bundles everything Shape does — the AI suite, Lead Engine landing pages, Shape Social, CustomUI, the customer portal, and the recruiting database — with 5 users and no add-ons to buy. Enterprise adds branching, advanced admin, volume pricing, and dedicated support for larger teams.
How does Shape’s communications pricing work?
Calling, texting, and email run on our Communications package with simple, pay-as-you-go pricing: you preload your account and usage draws from your balance at transparent, pass-through rates — so you only pay for what you actually send. Prefer a flat rate? We also offer an unlimited calling plan.
Can I see Shape before I buy?
Absolutely. Book a free, no-commitment demo and a specialist will walk you through the platform, answer your questions, and help you choose the plan that fits your team.
Will Shape help me migrate from my current CRM?
Yes. Our team handles the heavy lifting — we migrate your data, rebuild your workflows, and get your team live with hands-on onboarding, so switching to Shape is smooth with little to no downtime.
Is onboarding and support included?
Every plan includes a complimentary expert onboarding package, 24/7 instant AI chat support, dedicated email support, and a phone support line, plus live training webinars and video tutorials. Enterprise adds dedicated system administration and 1:1 strategic support.
Can I add users or upgrade later?
Yes. Core is priced per user, Complete includes 5 users and you can add more anytime, and you can move up a plan whenever your team is ready.
What are add-ons, and what’s included with Complete?
On Core you can extend with individual tools — the AI suite, Lead Engine, Shape Social, CustomUI, and the customer portal. All of these come included with Complete, so there are no add-ons to buy. Branching is available as an add-on and comes standard with Enterprise.
How is Enterprise priced?
Enterprise is custom, based on your users, security, and admin needs — with branching, advanced roles and permissions, volume pricing, and dedicated onboarding and support. Talk to our team for a quote.
See Shape in action
Not sure which plan fits? Book a quick demo and we’ll help you find the right one.
Shape has been instrumental in helping us tailor a CRM solution that truly fits the way we do business. It brings sales, marketing, and key operational functions into one centralized system — a smart, flexible solution that makes it easier to manage the entire customer journey.
