Sales Alt - Shape Software - Automate your business!

All in one easy platform

Includes CRM, phone, email, text, marketing, and 500+ more easy-to-use features.


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

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.

Built-in Communication Tools

Increase your contact rates

  • Integrated Dialer

    Seamlessly receive inbound and make outbound calls directly from Shape’s user interface without the need for any hardware or third-party software.

  • Text & MMS

    82% of text messages are read within 5 minutes, and Shape helps you stay top of mind with powerful real-time SMS and MMS texting.

  • Seamless Email

    Build and send high quality emails, newsletters, and drip campaigns to send at the most opportune times. Stay connected without missing a beat.

Thousands of professional pre-built templates

Send perfectly timed text and email follow-ups

Fast, personalized messaging to 5 or 50,000

Point of Sale

Streamline your process with a customer portal

Save over 20 hours a month, and close deals 50% faster with Shape’s built-in customer portal. Provide homeowners a virtual hub where they can input their information and upload utility bills to expedite the solar sales lifecycle in a user-friendly way.

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.

Use shape with your favorite apps

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

See what our customers are saying

Best CRM by FAR!


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


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.

Sell more with Shape!

Consolidate all of your work into one place.

Get in Touch

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

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