The best all-in-one small business software for entrepreneurs

Increase productivity by 41% by automating your sales and marketing. Purpose built and proven to close more deals.

Join over 21,000 customers

4.8/5 ―

from 1,014 reviews

Everything your business needs

Integrated cloud-based calling, texting, & email.

  • Complete Phone System

    Integrated dialer, phone numbers, local presence, IVR, voice mail, call monitoring, quick fire connect, call scripts, call recording, and much more

  • Text and MMS

    Complete texting platform to message and market your customers. Use our proven pre-built text marketing campaigns to convert more loans

  • Email Sending Servers

    Get results with Shape's automated sending servers. Leverage our pre-built mortgage email drip campaigns and keep client conversations organized with our email inbox

The best pre-built marketing suite

Shape IQ lead-scoring with AI is the future

We use powerful AI servers to score your leads by your ideal customer profile. Leverage AI to bring the best sales opportunities to your team.

97+

Lead Score

31%

Conversion Rate

Use Shape on the go with our mobile app

Use Shape's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.

Integrate with thousands of your favorite apps

Start using Shape in 3 simple steps!

1. Sign Up

Click the "Get Started" button, pick our turn key mortgage template, and sign up. Your login credentials and full access to your Shape system will be unlocked immediately.

2. Seamless Onboarding

We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.

3. Start Closing

Unlock the power Shape to automate your sales & marketing. Deploy proven to convert marketing materials and leverage 500+ powerful features to generate more leads and close more deals!

Trusted and loved by 21,000 users and growing

4.8/5 ―

from 1.014 reviews

What our customers say

"Most useful CRM I've ever used. It was easy to learn, everything was very intuitive and the user experience was sleek."

Pegah S. Technology Partnerships Manager

Source: Shape G2 reviews

Get started with Shape today

Get in Touch

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

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