Join 21,000 users powered by Shape
Easily consolidate all of your leads from various marketing channels into a single database. Streamline outreach and convert more sales to your pipeline with automated tracking, distribution, and lead scoring.
Automatically capture leads, assign and de-duplicate, send follow ups, manage client projects, and more within one easy-to-use interface. Never lose track of important data or communications ever again!
Create repeatable processes and views that streamline your work and ensure best practices. Empower your team so they can deliver world-class customer experiences every day.
Built-in Communication Tools
Point of Sale
Save over 20 hours a month, and close deals 50% faster with Shape’s built-in customer portal. Provide homeowners a virtual hub where they can input their information and upload utility bills to expedite the solar sales lifecycle in a user-friendly way.
Learn about user login sessions, communication overviews, and how frequently leads are converted into opportunities. For sales and marketing oversight, these reports can be filtered to see the performance of an individual, team, and lead source.
Measure lead generation and campaign performance through data-driven intelligence. Identify trends and patterns to analyze how to improve current processes and build future strategies.
Build endlessly customizable reports that help you make more informed business decisions and boost conversions. Get the data you need to invest in strategies that will actually move the needle.
Shape integrates thousands of tools, both native and third-party!
Best CRM we've used by far. We're now looking to use their general CRM for other companies we own (property management, call center, and sales). They have all the major features we use, and the look and feel is in a different universe vs. other systems we've used. We also use their auto-dialer, e-mail/texts, and a lot of their other general contact management. The benefit there is we can actually nurture leads with e-mail and text marketing. We're just starting to build out our online ads with them, excited to see how they perform.
We've used Shape for a couple years now, and mainly use it to manage our prospects and for contact management. It's definitely easy to use and we do all our e-mail and text follow-ups through there. I like that we can record all our calls it makes it easy to send the recordings instead of having to describe prospects. We also use it for project and task management.
Consolidate all of your work into one place.