Increase productivity by 41% by automating your sales and marketing. Purpose built and proven to close more deals.
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.
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.
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.
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.
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.
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.
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.
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.
Maximize lead conversions with Lead Engine’s CRO-optimized landing pages, lead funnels, scheduling pages, and more.
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.
Seamlessly connect your tools and automate workflows to streamline your processes.
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.
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.
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!
