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.

Over 100,000 customers served

Everything your business needs


Centralize your business operations with an enterprise-level customer relationship management solution.

Increase efficiency and productivity with automation and technology that allows your small business to compete with fortune 100 companies.

Built-in Calling and Texting

Utilize our award-winning phone system to call and text your leads, all while powering your communications with Shape’s automation.

Explore hundreds of built-in features like inbound call routing, local presence, and bulk texting to maximize your productivity with one of the most easy-to-use communications packages available.

Sales Automation

Automate repetitive and simple tasks to build a more simple and profitable business. Some of the benefits of using Shape for sales automation include:

Pipeline Management

Manage, track, and optimize all your sales opportunities throughout the different stages of your lead’s journey and close more opportunities.

Provide consistency and proper resource allocation to all your opportunities to maximize profitability and efficiency within your organization.

Tasks & Calendar

Complete tasks more efficiently and allow you and your team to visualize and collaborate to get more done, faster.

Deploy Shape's feature-rich calendar and scheduling platform or use our one-click connect to seamlessly integrate your own Google or Outlook calendar.

Reporting & Analytics

See the most important stats for your business at a glance of your Shape dashboard or access over 50+ pre-built reports to visualize virtually every detail of your business.

Shape’s reporting suite also allows you to build custom reports so you can have the specific information you want, to make the right decisions for your business.

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 deals

  • Email Sending Servers

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

The best pre-built marketing suite

Shape AI makes your work easier

Revolutionize your customer relationships with Shape's built-in artificial intelligence.

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.


Lead Score


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.

Convert 60% more with Lead Engine

Let the Shape team build your landing page, relieving you of the daunting task of choosing the right tool and avoiding months of designing only to find the solution and integration with your tech stack falls short. With our customizable template options, we’ve got you covered.​

Customize your user experience through inbound call routes, seamless appointment booking, and interactive lead funnels for lead qualification. Enjoy the freedom to choose your preferred service methods, guaranteeing personalized experiences and optimal results for you and your customers.​

Streamline your scheduling process with integrated calendar automation. Say goodbye to endless back-and-forth emails when trying to find the perfect time to connect. Experience the convenience of efficient scheduling and unlock more high-value meetings.​

Lead funnels revolutionize lead qualification with interactive, quiz-style forms that effortlessly captivate prospects and encourage meaningful connections. Engineered using Conversion Rate Optimization (CRO) principles, these forms consistently deliver 3x more qualified leads compared to conventional contact forms.​

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 mortgage marketing materials and leverage 500+ powerful features to generate more leads and close more loans!

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 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


Contact Sales