Automate your sales & marketing, book more appointments, streamline installations, and close more solar deals.
Shape's Solar CRM empowers your business with advanced pipeline management, automating lead tracking, client organization, and referral partner management. Close more deals efficiently with prioritized follow-ups, streamlined workflows, and cutting-edge sales tools designed to boost conversions.
Shape’s built-in phone streamlines inbound and outbound calls, SMS, and MMS texting, giving your solar business a single platform for managing all communications. With enhanced email deliverability through SMTP servers and domain authentication, your messages will reliably reach prospects, driving more conversions and boosting sales.
Shape’s calendar seamlessly syncs with Outlook and Google, centralizing your events and making it easy to book more solar appointments. With shared calendar functionality and booking links like Calendly, you can streamline team collaboration and simplify scheduling for maximum efficiency.
Shape features automated lead distribution rules that instantly route leads to the right appointment setter or sales rep, eliminating manual effort and ensuring lightning-fast speed to contact. This automation helps you get in front of prospects faster than competitors, boosting your chances of closing the deal.
Our Kanban task views keep every project on track, enabling one-off reminders, templated task campaigns, and real-time team collaboration with @-mentions. Automate key processes like sending eSignature requests, while customizable list views ensure tasks stay organized and projects run smoothly.
Shape CRM delivers the top marketing suite in the solar industry, offering over 1,000 pre-built templates for email, text, and video campaigns. With automated marketing journeys that nurture leads and set more appointments, Shape helps you save time and close more solar deals by handling personalized follow-ups and engagement.
Stay on top of your lead sources with Shape's solar CRM, featuring integrated lead provider APIs for seamless tracking and easy referral management. Effortlessly track where your leads originated, boost engagement with partners through pipeline views and automated notifications, and deploy co-branded marketing campaigns.
Boost solar lead engagement with our powerful, compliant phone system, designed to seamlessly connect you with potential customers. Increase productivity with features like inbound call routing, local presence dialing, call recording, AI-powered scoring, and call transcripts. Our user-friendly communication platform helps solar businesses stay organized and close more deals.
Shape’s SMS and MMS texting is fully integrated into the platform, with our team managing all 10DLC compliance for you. The centralized texting inbox brings all your conversations together, offering a clear view of chats, scheduled and automated messages, and bulk texting to simplify communication and boost customer engagement.
Shape’s built-in email system empowers solar companies to send authenticated emails through compliant SMTP servers, ensuring secure and reliable delivery. Easily send email campaigns, automate follow-ups, and personalize outreach with customizable solar-specific templates. Track open rates and click-throughs, while using expertly crafted content to enhance your follow-up and boost customer engagement, helping you close more solar deals.
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 choose our best-practice solar template to instantly unlock your login and gain full access to Shape’s powerful solar CRM and lead management tools.
Let us handle the setup! While our award-winning support team imports your data and configures the system for your solar business, you can join our live training webinars to quickly get up to speed.
Automate your solar sales and marketing with proven follow-up workflows, and explore over 500 features designed to boost lead generation, schedule more appointments, and close more solar deals effortlessly!
