Our phone system is effortless to use and equipped with advanced features that enable you to make hundreds of calls, leave voicemail drops, and even trigger automatic emails and texts after each call. With just a click, you can connect with your contacts, and our system's automatic prioritization ensures you're always connected with the most promising prospects first.

Shape's Insurance Client Portal automates current policy gathering, documents, and client follow-up, freeing up your time to focus on acquiring new clients. Spend less time on tedious tasks like collecting client information and more time growing your business. With the Portal's automated follow-up and renewals functionality, you can increase renewals and future client retention.

With over 70% of your leads not yet ready to close, Shape can help you prepare them for the final stages of the sales process. Focus on closing deals instead of spending valuable time nurturing leads.

Use all the major features of your CRM right from your phone, so progress doesn’t stop just because you’re not by a computer.

Let Shape's A.I. Lead Scoring analyze 700+ data points to prioritize leads that are most likely to turn into closed deals. Spend your time on high-value leads, not wasted ones.