Shape Sales CRM - Shape Software - Automate your business!

All in one easy platform

Includes CRM, phone, email, text, marketing, and 500+ more powerful features.

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Join 21,000 users powered by Shape

See what you can do with Shape

Prioritize the most qualified prospects

Track & manage everything with a powerful CRM

Gamify performance with call & sales leaderboards

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Repeatable and automated sales processes

Easily consolidate all of your leads from various marketing channels into a single database. Streamline outreach and convert more sales to your pipeline with automated tracking, distribution, and lead scoring.

Automatically notify your team and update sales pipelines so you never miss a sales opportunity. Leave formatted notes, create tasks, schedule calendar events, upload docs, and more to keep leads moving through your pipeline. 

Unify your team in one centralized platform with multi-user record assignment and customizable role based permissions. Share critical information with ease, and find it quickly when you need it.

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Streamline & monitor calling with a built-in dialer.

Get phone numbers, make and receive calls, send texts, access call logs, record calls and get call insights all in one platform.

Shape’s cloud-based phone system supports inbound and outbound calling through your web browser or external phone without the need for any hardware.

Make calls part of your sales process with inbound call distribution, pre-recorded voicemail drop, local presence numbers, team call metrics, and so much more.

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Increase your contact rates with SMS & MMS texting.

With real-time bi-directional text messaging, you’ll get faster responses and more engagement from your leads and customers. Begin by integrating text, the most successful communication channel, and all other kinds of communication from Shape’s SMS CRM.

Streamline your outreach process with pre-defined text templates, voice dictation tools, and drip campaign automation.

View your contacts’ entire SMS and MMS history in one place, just like on your smartphone, even if the discussions span many phone numbers.

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Simplify your process and empower your team.

Using sales automation triggers, assign and update records and notify team members when action needs to be taken.

Capture your clients’ attention with personalized emails and text messages on key events like birthdays and anniversaries, and use nurture campaigns to develop long-lasting relationships.

Launch digital IP target marketing campaigns and send promotional emails and newsletters on a regular basis for updates, webinars, reviews, and offers to keep old and new customers interested.

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Thousands of professional pre-built templates

Send perfectly timed text and email follow-ups

Fast, personalized messaging to 5 or 50,000

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Gain deeper insights with reporting

Learn about user login sessions, communication overviews, and how frequently leads are converted into opportunities. For sales and marketing oversight, these reports can be filtered to see the performance of an individual, team, and lead source.

Measure lead generation and campaign performance through data-driven intelligence. Identify trends and patterns to analyze how to improve current processes and build future strategies.

Build endlessly customizable reports that help you make more informed business decisions and boost conversions. Get the data you need to invest in strategies that will actually move the needle.

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Use shape with your favorite apps

Shape integrates thousands of tools, both native and third-party!

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See what our customers are saying

Best CRM by FAR!

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Elisa S.

Best CRM we've used by far. We're now looking to use their general CRM for other companies we own (property management, call center, and sales). They have all the major features we use, and the look and feel is in a different universe vs. other systems we've used. We also use their auto-dialer, e-mail/texts, and a lot of their other general contact management. The benefit there is we can actually nurture leads with e-mail and text marketing. We're just starting to build out our online ads with them, excited to see how they perform.

Great system to manage our pipeline

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Dorsa M.

We've used Shape for a couple years now, and mainly use it to manage our prospects and for contact management. It's definitely easy to use and we do all our e-mail and text follow-ups through there. I like that we can record all our calls it makes it easy to send the recordings instead of having to describe prospects. We also use it for project and task management.

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Consolidate all of your work into one place.

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