The best all-in-one small business CRM

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

Over 100,000 customers served

Shape Software Users Love Us, High Performer and Top 50 awards

Everything your business needs

Boost sales with advanced pipeline management

Shape CRM’s small business platform offers powerful pipeline management to streamline your leads, prospects, clients, and partners. With advanced lead management tools, automated sales processes, and prioritized views, you'll stay organized and always follow up with the right prospects at the right time.

Boost sales with advanced pipeline management

Enhance your communication with built-in call, text, & email

Shape's built-in telephony tools simplify inbound and outbound calling, as well as SMS and MMS texting, allowing you to manage all communication in one place. Our platform also ensures increased email deliverability with SMTP sending servers and domain authentication, so your emails reach your audience effectively.

Enhance your communication with built-in call, text, & email

Unleash your growth with our powerful marketing and sales CRM

Shape's sales CRM empowers your team with powerful pipeline management, automated sales workflows, and built-in communication tools to streamline your sales process. Close deals faster, stay organized, and manage leads more effectively, all in one easy-to-use platform.

Drive results with marketing journeys and automations

Our marketing automation features powerful marketing journeys that automatically follow up with your prospects, saving you time and ensuring they’re nurtured at every stage. With Shape CRM, you can focus on closing deals while our system handles personalized follow-ups and engagement.

Drive results with marketing journeys and automations

Get results quickly with proven, pre-built out-of-the-box content

Our out-of-the-box content is professionally written and fully customizable to fit your unique business needs, allowing you to get started quickly and engage prospects with ease. Shape CRM provides ready-to-use content that can be tailored to your brand, saving you time while delivering professional, impactful messaging.

Stay organized and manage your day better with task management

Shape CRM's task management streamlines your workflow with automated templated tasks, one-off reminders, and collaboration tools like @-mentions to alert team members. Our powerful checklist feature drives automation, while customizable list views keep tasks organized and easy to manage, boosting productivity across your team.

Stay organized and manage your day better with task management

Boost productivity with a shared calendar synced with Google and Outlook

Shape’s calendar syncs effortlessly with Outlook and Google, centralizing all your events for easy management. With shared calendar functionality and the option to share booking links like Calendly, you can streamline team collaboration and simplify scheduling for maximum efficiency.

Centralize your communication tools

Boost lead engagement with our powerful, compliant phone system, designed to seamlessly connect with your leads. Increase productivity with features like inbound call routing, local presence dialing, call recording, AI-powered scoring, and transcripts. Our easy-to-use communication system helps small businesses stay organized and close more deals with confidence.

Shape’s SMS and MMS texting is seamlessly built into the platform, with full management of your 10DLC compliance handled by our team, so you don’t have to worry about it. Our centralized texting inbox consolidates all your chats in one place, offering conversational views, scheduled and automated texts, and bulk messaging to streamline communication and enhance customer engagement.

Shape’s built-in email system allows small businesses to send authenticated emails through compliant SMTP servers, ensuring secure and reliable delivery. Effortlessly send email blasts, automate follow-ups, and personalize outreach with customizable templates. Track open and click-through rates, while leveraging expertly crafted content to strengthen your follow-up and drive engagement.

Unlock the power of AI Insights

Call Transcripts Icon

Call Transcripts

Call Scoring Icon

AI Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Scored Based Alerts Ico

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

Call Transcripts Icon

Call Transcripts

Call Scoring Icon

AI
Scoring

Automated Summaries Icon

Automated Summaries

Follow Up Plans Icon

Follow-Up Plans

Areas of Improvement Icon

Areas of Improvement

Scored Based Alerts Ico

Score Based Alerts

Compliance Checks Icon

Compliance Checks

Reporting Insights Icon

Reporting Insights

Increase conversions by 60% with CRO-optimization

Maximize lead conversions with Lead Engine’s CRO-optimized landing pages, lead funnels, scheduling pages, and more.

Shape Software CRM Mobile App

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

Seamlessly connect your tools and automate workflows to streamline your processes.

Shape Software CRM Integrations

Unlock the power of Shape in a matter of minutes!​

1
1. Sign Up
Click "Get Started" and select our best-practices small business template to instantly unlock your login and gain full access to Shape’s powerful sales CRM and lead management tools.
2
2. Seamless Onboarding
Leave the setup to us! While our award-winning support team imports your data and configures your system, you can join our live training webinars to get up to speed.
3
3. Start Closing
Automate your sales and marketing with proven follow-up workflows, and explore over 500 features designed to boost lead generation and help you close more deals effortlessly!
Icon illustrating Step 1 of the sign-up process for getting started with Shape Software, symbolizing the initial user onboarding stage.

1. Sign Up

Click "Get Started" and select our best-practices small business template to instantly unlock your login and gain full access to Shape’s powerful sales CRM and lead management tools.

Icon representing Step 2 of the sign-up process for Shape Software, highlighting seamless expert onboarding to guide users through setup and integration.

2. Seamless Onboarding

Leave the setup to us! While our award-winning support team imports your data and configures your system, you can join our live training webinars to get up to speed.

Icon representing Step 3 of the sign-up process for Shape Software, emphasizing the start of using Shape's sales and marketing automation CRM to convert more leads and close deals efficiently.

3. Start Growing

Automate your sales and marketing with proven follow-up workflows, and explore over 500 features designed to boost lead generation and help you close more deals effortlessly!

get started shape software woman pointing

Get started with Shape today