Everything you need in one system

Includes 500+ easy-to-use features

Monthly

Yearly

20% discount

Simple Pricing

Annual Plan

You're saving 20% + $3,600 annually

$99/user

$3,600 annual value

Save $199

Billed per user license per month. Communications package is required for call, text, and email.

500+ features included in your annual plan

4.8/5 ―

from 1,014 reviews

Simple Pricing

Monthly Plan

Save over 20% + $3,600 annually by signing up yearly

$119/user

Billed per user license per month. Communications package is required for call, text, and email.

500+ features included in your annual plan

4.8/5 ―

from 1,014 reviews

Power your CRM Sales Marketing Projects Tasks Calling Texting  Emails

all in one easy platform

Drip Campaigns

Follow up with customers and keep them interested with automated drip campaigns that are already built into the system. These automated campaigns include a series of actions that happen over longer periods of time to move leads through the sales funnel based on where they are in the workflow. Target specific records and keep them engaged with emails, texts, and more.

How do I contact customer support?

You can always reach out to our customer support directly from your Shape system or simply send an email to support@setshape.com. Our expert Shape specialists have got your back!

Do I have to sign an annual contract?

Nope! At Shape, we have a month-to-month plan that doesn’t have an annual contract. If you do choose the annual plan, however, you get a discount on user fees as well as get ShapeIQ free, and we do not make you pay for the year up front. All of our features are included in one system for an affordable monthly 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. 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 a stable internet connection. We recommend using the latest, versions of Chrome, Microsoft Edge, and Firefox. Also Safari 10.1 and newer. We do not recommend using Internet Explorer.

Do you offer white label solutions?

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 on the month-to-month billing plan. You can cancel by contacting us, or turning off auto-renew in your software settings.

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Get more features with these ​add-on tools

ShapeIQ Lead Scoring

Use artificial intelligence to forecast which leads are most likely to convert with predictive lead scoring.

Customer Point of Sale

Gather your clients' lead intake data and documents into one easily accessible secure customer portal.

Communications Package

Finally, everything you need in one platform. Save thousands annually and dramatically increase your company's efficiency.

Integrate with thousands of your favorite apps

Start closing more deals in a matter of minutes!

1. Sign Up

Click the "Get Started" button, pick your industry, and sign up. Your login credentials and full access to your Shape system will be unlocked immediately.

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.

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.

Join over 21,000 customers that use Shape

4.8/5 ―

from 1,014 reviews

What our customers say

"Most useful CRM I've ever used. It was easy to learn, everything was very intuitive and the user experience was sleek."

Pegah S. Technology Partnerships Manager

Source: Shape G2 reviews

Frequently asked questions

Do you have plans to choose from?

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. We have a month-to-month billing option as well as an annual option to suit your business’ needs.

How do I contact customer support?

You can always reach out to our customer support directly from your Shape system or simply send an email to support@setshape.com. Our expert Shape specialists have got your back!

Do I have to sign an annual contract?

Nope! At Shape, we have a month-to-month plan that doesn’t have an annual contract. If you do choose the annual plan, however, you get a discount on user fees as well as get ShapeIQ free, and we do not make you pay for the year up front. All of our features are included in one system for an affordable monthly 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. 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 a stable internet connection. We recommend using the latest, versions of Chrome, Microsoft Edge, and Firefox. Also Safari 10.1 and newer. We do not recommend using Internet Explorer.

Do you offer white label solutions?

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 on the month-to-month billing plan. You can cancel by contacting us, or turning off auto-renew in your software settings.

Get started with Shape today

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211

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