Built to Scale: The Only CRM You'll Ever Need

Choose the perfect plan to grow, optimize, and succeed.

All Plans Include:

Shape Professional

Lead management and automation tools for startups and small teams.

Best For: Startups, small teams, and new businesses

Most Popular

Shape Engage

AI lead scoring and unlimited calling to boost engagement and efficiency.

Best For: Growing businesses and teams focused on scaling engagement

Shape Enterprise

Advanced features and services for large-scale enterprises.

Best For: Enterprises, established teams, and organizations with complex needs

Supercharge your system with powerful add-ons

Unlock additional features and integrations to customize your CRM experience and drive even more business growth.

CRM Dashboard & AI Communication Recommendations

AI Insights

Unlock the power of Shape's AI to automatically analyze, score, and summarize calls, delivering actionable insights that boost performance, eliminate human error, and free you from manual effort for more focused selling.

Shape Software CRM Lead Engine Seamless Integration

Lead Engine

Turn 60% more web traffic into qualified leads with Shape's Lead Engine. Boost conversions with custom-built, CRO-optimized landing pages, interactive lead funnels, and more, all designed to engage, qualify, and streamline your lead capture process.

Top rated across all platforms

Our customers consistently choose us for exceptional service and performance.

Shape Professional

Most Popular

Shape Engage

Shape Complete

AI CRM + Lead Management

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

Branching Model Structure

Sales Automation

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 Suite

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

Built-in Cloud Phone

Inbound & Outbound Calling

Call Outcome Dispositions

Domestic Local & Toll Free Phone 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

Unlimited Webphone Calling Package

Text Messaging

SMS Messaging

MMS Messaging

10DLC Texting Compliance

Bi-Directional Texting Inbox

Bulk Text Messaging

Texting Workflow Automation

Conversational View Texting

Emojis & GIFs

Email Features

Outbound Emails

Email Inbox

Email Automation Journeys

Bulk Email Blasts

Custom Email Domain Authentication

Email Send, Open & Click Tracking

Email Validation

Collaboration & Productivity Tools

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

Reporting & Analytics

Sales Dashboards

Lead Conversion Insights

Team Productivity Reports

Marketing Source Analytics

Call Performance Metrics

Email Engagement Tracking

Text Communication Reports

Custom Reporting

Integrations

Built-in Native Integrations

Lead Provider HTTP Post Support

Supports Zapier

Webhooks

Open API

Data Storage

Template Resource Repository

File, Media & Document Uploads

Detailed Audit and Log Tracking

Secure Cloud Back-Ups

Data Center Extended Contact Storage

Customer Support

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

Customer Point of Sale
Streamline your process with a secure point of sale that boosts efficiency and drives sales.

Secure Customer Portal

Survey-Style Digital Application

Document Request, Upload & eSignature

Document Approval and Rejection

Automated PDF Conversion & Download

Real-Time Data Syncing

Referral Partner Tracking Portal

Referral Partner Co-Branding

Automated Updates & Milestone Tracking

CRO-Optimized Lead Engine Landing Pages
Website landing pages, lead funnels, and scheduling to capture and convert high-quality leads.

Flexible Themes & Custom Designs

Landing Pages

Conversion Rate Optimization (CRO)

Free Domain + Secure Hosting

Mobile & Responsive Design

Professional Setup and Development

Customizable Lead Funnels & Surveys

Streamlined Scheduling

Lead Notifications

Seamless CRM Integration

AI Insights
Elevate performance with AI-powered insights and real-time coaching.

Call Transcripts

AI Scoring

Automated Summaries

Follow-Up Plans

Areas of Improvement

Score Based Alerts

Compliance Checks

Reporting Insights

CMS Design Suite
Effortless print and digital content creation at your fingertips.

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

Unlock the power of Shape in a matter of minutes!​

1
1. Sign Up
Click "Get Started" and choose a best-practice industry template. Instantly unlock your login and full access to Shape’s powerful Sales CRM and marketing suite.
2
2. Seamless Onboarding
Leave the heavy lifting to us! Become a Shape pro with our daily training webinars, and let our support team handle data import and system implementation for you.
3
3. Start Closing
Automate your sales and marketing. Deploy mortgage marketing materials that have been proven to convert, and harness the power of over 500 features to generate more leads and close more loans!
Icon illustrating Step 1 of the sign-up process for getting started with Shape Software, symbolizing the initial user onboarding stage.

1. Sign Up

Click "Get Started" and choose a best-practice industry template. Instantly unlock your login and full access to Shape’s powerful Sales CRM and marketing suite.

Icon representing Step 2 of the sign-up process for Shape Software, highlighting seamless expert onboarding to guide users through setup and integration.

2. Seamless Onboarding

We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.

Icon representing Step 3 of the sign-up process for Shape Software, emphasizing the start of using Shape's sales and marketing automation CRM to convert more leads and close deals efficiently.

3. Start Growing

Unlock the power Shape to automate your sales & marketing. Deploy hundreds of automated built in marketing materials and leverage 500+ powerful features to convert more deals today.

Get started with Shape today