AI Insights Decorative Label

Unlock the power of AI Insights

Call Transcripts Icon

Call Transcripts

AI Scoring Icon

AI Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Score Based Alerts Icon

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

Call Transcripts Icon

Call Transcripts

AI Scoring Icon

AI
Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Score Based Alerts Icon

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

All in One Mortgage CRM Software AI Insights

Effortless productivity powered by AI

Elevate performance with AI-powered insights and real-time coaching.

Shape Software CRM Detailed AI Insights

AI-Powered strategies at your fingertips

Unlock the power of AI to transform call transcriptions into actionable insights, automate performance & compliance scoring, and generate instant summary notes.

Boost Sales with Call Analysis & Scoring

Boost sales with call analysis & scoring

Instantly analyze every call with Shape's AI. Automatically score calls to spotlight successes and pinpoint areas for improvement. Discover what resonates and identify missed opportunities to sharpen your sales strategy.

Easily search transcripts and jump to key moments with just a click—review exactly what matters most, effortlessly.

Nail every follow-up with AI precision

Shape Software’s proprietary AI Bots give you a 360° view of every call. Our AI dives deep to provide a complete understanding, delivering tailored recommendations for next steps, follow-up strategies, and handling future interactions with precision. Elevate your game with insights that are customized to every scenario.

CRM Dashboard & AI Communication Recommendations
CRM Software Call Log, Recordings & Summaries

Automatically summarize and log every call

Shape’s AI instantly creates detailed call summaries, automatically logging, scoring, and analyzing every interaction. Effortlessly turn every conversation into actionable insights.

Shape’s AI capabilities free you from the mundane tasks of manual note-taking and call review

Focus on selling, not taking notes

Shape’s AI eliminates tedious tasks like note-taking and call reviews, freeing up your time to focus on what really matters—selling and closing deals.

Connect ShapeAI to any meeting

Shape’s AI instantly creates detailed call summaries, automatically logging, scoring, and analyzing every interaction. Effortlessly turn every conversation into actionable insights.

Connect Shape Software CRM AI Insights
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Get started with ShapeAI today!