The AI CRM built to grow your small business.
- Never lose a lead. Capture from every source, automatically.
- Follow up on autopilot. Calls, texts, and emails that close deals.
- Keep customers coming back. Automated repeat and referral campaigns.
Trusted by 100,000+ customers since 2009.
Pipeline
“Hi Jim, this is Eva from Acme Inc. I’m following up on your recent inquiry. Is now a good time to chat?“
Your all-in-one business platform.
From capturing leads and following up to marketing, communication, automation, AI, and reporting, Shape brings every part of your business together in one connected platform.
Marketing that brings in more business.
Reach new leads and past customers with campaigns, email, and social — pre-built and ready to send.
- ✓ Pre-built email and text campaigns
- ✓ Ready-to-post social content
- ✓ Automated promos and repeat-customer offers
Call, text, and email from one place.
Talk to leads and customers however they prefer, with every conversation tracked automatically.
- ✓ Two-way texting with your business number
- ✓ Built-in calling with automatic logging
- ✓ Email that syncs to every contact
Do you have availability this week?
Yes! Want me to book you in?
Every lead and customer in one place.
Manage your pipeline, follow up automatically, and never let a lead slip through the cracks.
- ✓ Capture leads from web, ads, and calls
- ✓ Automated follow-up until they respond
- ✓ A pipeline you can actually see
Landing pages that turn clicks into leads.
High-converting pages and forms we design and build for you — every submission lands in your CRM.
- ✓ Done-for-you landing pages and forms
- ✓ Instant lead capture into your CRM
- ✓ Book appointments right from the page
A simple portal for docs and updates.
Give customers a branded space to share documents, sign, and stay in the loop.
- ✓ Collect docs and e-signatures
- ✓ Share quotes and updates
- ✓ Syncs to your CRM automatically
Put your busywork on autopilot.
Automate follow-up, reminders, and repeat-customer outreach so nothing falls through.
- ✓ Trigger follow-up based on activity
- ✓ Automatic reminders and tasks
- ✓ Win-back and repeat campaigns
Stay on top of every to-do.
Built-in tasks and calendar sync keep you and your team organized.
- ✓ Automated tasks and reminders
- ✓ Checklists tied to your workflows
- ✓ Calendar sync with Google and Outlook
See what’s growing your business.
Track leads, sales, and marketing ROI with reporting that’s actually easy to read.
- ✓ Track leads, deals, and revenue
- ✓ See which sources convert
- ✓ Simple dashboards, no analyst needed
Explore the features growing businesses love most.
Capture every lead. Follow up every time.
Pull leads from your website, ads, calls, and forms into one place.
Assign leads to the right person by source, location, or rules.
Auto-call, text, and email new leads the moment they arrive.
Merge duplicate contacts so your data stays clean.
See exactly where every deal stands at a glance.
Lead Capture
Pull leads from your website, ads, calls, and forms into one place.
Smart Lead Routing
Assign leads to the right person by source, location, or rules.
Speed-to-Lead Automation
Auto-call, text, and email new leads the moment they arrive.
Duplicate Management
Merge duplicate contacts so your data stays clean.
Pipeline Views
See exactly where every deal stands at a glance.
One platform that grows with you.
Track leads, customers, deals, and history in one place.
Give each team member the right access for their role.
Shape the CRM around how your business actually works.
See what your whole team is working on in real time.
Run multiple locations or brands from one login.
Contact & Deal Database
Track leads, customers, deals, and history in one place.
Roles & Permissions
Give each team member the right access for their role.
Custom Fields & Stages
Shape the CRM around how your business actually works.
Team Visibility
See what your whole team is working on in real time.
Multi-Location
Run multiple locations or brands from one login.
Connect the tools you already use.
Connect Gmail, Outlook, QuickBooks, Stripe, and more.
Auto-capture leads from Google, Facebook, and your website.
Connect Shape to virtually any tool you use.
Build workflows with Zapier, Make, and more.
Two-way sync with Google and Outlook calendars.
Native Integrations
Connect Gmail, Outlook, QuickBooks, Stripe, and more.
Lead Source Integrations
Auto-capture leads from Google, Facebook, and your website.
Open API & Webhooks
Connect Shape to virtually any tool you use.
No-Code Automation
Build workflows with Zapier, Make, and more.
Calendar Sync
Two-way sync with Google and Outlook calendars.
Marketing that looks like a big brand made it.
Create flyers, social posts, and emails without a designer.
Send one-off or automated campaigns to any list.
High-converting pages we design and build for you.
Schedule and publish across your social accounts.
Launch proven campaigns in a few clicks.
Design Studio
Create flyers, social posts, and emails without a designer.
Email & Text Campaigns
Send one-off or automated campaigns to any list.
Landing Pages
High-converting pages we design and build for you.
Social Media Manager
Schedule and publish across your social accounts.
Templates
Launch proven campaigns in a few clicks.
Turn happy customers into new business.
Track who refers you and reward your best advocates.
Automatically ask happy customers for referrals.
Prompt customers to leave reviews at the right moment.
See which partners and customers drive the most business.
Bring past customers back with automated offers.
Referral Tracking
Track who refers you and reward your best advocates.
Referral Campaigns
Automatically ask happy customers for referrals.
Review Requests
Prompt customers to leave reviews at the right moment.
Partner Attribution
See which partners and customers drive the most business.
Repeat & Win-Back
Bring past customers back with automated offers.
Text like it’s second nature.
Text customers with photos and files from your business number.
Let AI answer questions and book appointments 24/7.
Reach your whole list with a text or email in seconds.
Send appointment and follow-up reminders automatically.
See opens, clicks, replies, and opt-outs.
Two-Way SMS & MMS
Text customers with photos and files from your business number.
AI Texting
Let AI answer questions and book appointments 24/7.
Bulk Campaigns
Reach your whole list with a text or email in seconds.
Automated Reminders
Send appointment and follow-up reminders automatically.
Engagement Tracking
See opens, clicks, replies, and opt-outs.
Calling that actually gets picked up.
Call any contact in one click, with automatic logging.
Show a local number to lift answer rates.
Record and review calls for training and quality.
Leave pre-recorded voicemails in one tap.
Know which campaigns drive the most calls.
Click-to-Call
Call any contact in one click, with automatic logging.
Local Presence
Show a local number to lift answer rates.
Call Recording
Record and review calls for training and quality.
Voicemail Drop
Leave pre-recorded voicemails in one tap.
Call Tracking
Know which campaigns drive the most calls.
Stay compliant without the headache.
Track opt-ins and honor opt-outs automatically.
Respect internal do-not-contact lists on every send.
Keep your business texting registered and deliverable.
Verify emails before you send to protect your reputation.
Every message and consent logged for your records.
Consent Management
Track opt-ins and honor opt-outs automatically.
Do Not Contact Lists
Respect internal do-not-contact lists on every send.
10DLC Registration
Keep your business texting registered and deliverable.
Email Validation
Verify emails before you send to protect your reputation.
Audit Trail
Every message and consent logged for your records.
Numbers that tell you what to do next.
Watch leads, deals, and revenue update in real time.
Track conversion, pipeline, and revenue by rep.
See which campaigns and sources actually pay off.
Every call, text, and email logged automatically.
Motivate your team with friendly competition.
Live Dashboards
Watch leads, deals, and revenue update in real time.
Sales Reporting
Track conversion, pipeline, and revenue by rep.
Marketing ROI
See which campaigns and sources actually pay off.
Activity Reporting
Every call, text, and email logged automatically.
Leaderboards
Motivate your team with friendly competition.
AI that works your leads while you work.
When a lead comes in after hours or you’re busy with a customer, Shape AI answers, qualifies, books the appointment, and follows up — so you never lose business to a missed message.
Customer is interested in getting started and requested a follow up this week. Ready for sales outreach.
Connect your entire business toolkit.
Shape is built to be your all-in-one business platform, but when you need to connect the tools you already use, native integrations, webhooks, Zapier, and our open API make it easy.
Connect instantly with the tools your business already uses every day.
Explore integrations → BuildOpen APIBuild custom integrations and automate data with our fully documented REST API.
See what’s possible → AutomateWebhooksTrigger real time updates and keep your systems connected as data changes.
Learn more → ExtendNo Code AutomationConnect Shape to thousands of apps with Zapier, Make, and other no code platforms.
Explore automation →Your business doesn’t stop at your desk.
Whether you’re on a job, at an event, or on the go, the Shape app keeps your calls, texts, leads, and pipeline in your pocket.
- Call or text a lead the second it comes in
- Never miss a new lead, message, or follow-up
- Run your business from anywhere
Built for every stage of growth.
Whether you’re a team of one, a growing crew, or running multiple locations, Shape scales with your business so you can work smarter at every stage.
Why growing businesses choose Shape
Built to support bigger teams, multiple locations, and higher volume.
- Capture leads from every source
Web, ads, calls, and forms all flow into one place
- Smart lead routing
Send leads to the right person automatically
- Full pipeline visibility
See every deal and where it stands
- Role-based dashboards
Custom views for reps, managers, and owners
- Automated follow-up campaigns
Stay in front of leads, customers, and repeat business
- Centralized communication
Call, text, and email from one platform with tracking
- Team performance reporting
Track activity, conversion, and revenue by person
- Multi-location management
Run every location from one login
- Built-in marketing tools
Email, text, landing pages, and social in one place
- Scales as you grow
Add users and locations without switching systems
Why small businesses choose Shape
Perfect for owners and small teams who want to look big and move fast.
- Simple, powerful lead management
Keep every lead, customer, and follow-up in one place
- No IT team required
Get set up fast without a complicated implementation
- Built-in call, text, and email
Communicate right from each contact record
- Automated follow-up reminders
Never forget to follow up on a lead again
- Easy-to-use pipeline
Track every deal from first contact to close
- Marketing tools built in
Landing pages, campaigns, and social — no extra tools
- Repeat and referral campaigns
Turn one-time customers into regulars
- Everything logged automatically
Calls, texts, emails, and notes in one timeline
- Affordable and fast to launch
Be up and running in days, not weeks
- Built for busy owners
Automate the busywork so you can run your business
Getting started is the easy part.
Onboarding, real human support, and ongoing resources — built to get your team live fast and keep you moving long after.
Up and running in days, not weeks.
A guided, white-glove onboarding experience that helps your team get up and running quickly—without the complexity, confusion, or guesswork.
- Dedicated implementation specialist
- We migrate and organize your data
- CRM tailored to your workflow
Meet your implementation specialist and build your launch plan.
We securely migrate and organize your existing data.
Your CRM, automations, and workflows are tailored to your business.
Go live with confidence after hands-on training and final review.
Help that doesn’t stop after launch.
Get instant answers from Shape AI anytime, or connect with a real product expert by phone or email whenever you need personalized help.
- 24/7 AI support with instant answers
- Real product experts by phone or email
- A dedicated account manager for the life of your account
- Support guides and video tutorials
- Live webinars and personalized training
Never wait for help.
Shape AI provides instant answers, guides you step by step, and gets you moving faster whenever you have a question.
Keep getting more from Shape.
Whether you’re training new hires or mastering advanced features, our live training, self-paced courses, and expert resources help your team get more value from Shape every day.
- New learning opportunities every week
- Resources for every role and experience level
- Learn at your own pace, anytime
- Keep your team up to date with new features
- Expert help when you need it
Free live sessions with Shape experts every week.
Structured training for every role and skill level.
On-demand tutorials, walkthroughs, and support articles.
Need extra help? Hire our experts for custom projects and hands-on assistance.
Built to earn your trust from day one.
Your data is protected with enterprise-grade security, encryption, independent audits, and compliance standards trusted by businesses in regulated industries.
Visit our Trust Center →Skip the complexity. We’ll manage your 10DLC registration so your business texting stays compliant and delivers reliably.
Learn more →Running a business is hard.
Your CRM shouldn’t be.
Stop losing leads to slow follow-up and juggling a dozen tools. Shape puts your leads, follow-up, marketing, and customers in one place — so you can grow without the chaos.
Shape replaced three different tools for us. Now every lead gets followed up automatically and nothing falls through the cracks.
We doubled our repeat business once we turned on Shape’s automated follow-up. It basically runs itself.