Shape Software – Automate your business!
  • Features
      • Features
      • Icon (1)Email Automation – Pre-built templates & campaigns
      • IconBuilt-in Phone – Call faster with the integrated dialer
      • Icon (3)Text Messaging – SMS, MMS & automation
      • Features
      • portalCustomer Point of Sale – Online portal for your customers
      • supportLead Scoring – Score leads with ShapeIQ
      • Icon (2)Mobile App – Take your work on the go
  • Industries
      • Industries
      • icon-shape-mortgage-crmMortgage – Mortgage brokers, LOs, & lenders
      • solarSolar – Solar sales, financing, & installations
      • educationEducation – Higher education institutions
      • Industries
      • IconInsurance – P&C insurance agents and brokers
      • debtDebt – Debt settlement & consolidation
      • small-businessSmall Business – For business owners & entrepreneurs
  • Resources
      • Icon 2Video Tutorials – Learn through guided videos
      • IconSupport Guides – Get technical support
      • Icon 1Blog – Get the latest tips, tricks, and resources
  • Pricing
  • Login
  • Get Started

Get in Touch

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

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Features

  • Email Automation
  • Built-in-Calling
  • Bi-Directional Texting
  • Customer Portal
  • A.I. Lead Scoring
  • Mobile App

Solutions

  • Mortgage CRM
  • Solar CRM
  • Education CRM
  • Small Business CRM
  • Debt CRM

Resources

  • Pricing
  • Support Guides
  • Technical Requirements
  • Request API Access
  • Become a Partner
  • Blog

Contact Sales

  • Book Demo
  • SOC
  • HIPAA
  • Security
  • Terms of Service
  • Privacy Policy
  • Acceptable Use
  • Anti-Spam
  • Confidentiality
  • Refund Policy
  • Support
  • 10DLC

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