Integrate with thousands of your favorite apps
Automate your sales & marketing, streamline installations, simplify financing, and close more solar deals.
The best marketing suite in the solar industry to generate more leads, appointments, and closed deals.
Choose from over 1,000 pre-built, best-in-class solar templates for your e-mail, text, and video marketing or send direct mailer flyers to help generate more solar business today.
Easily sync your Google and Outlook calendar with Shape's one-click connect. Use a company-shared calendar to provide transparency and improve team collaboration.
Seamlessly manage your events and automate scheduling to turbocharge your team's efficiency.
Provide a branded portal experience for your clients to finalize applications, upload documents securely, and apply for financing all from one place.
Display energy savings and customize question tiles to increase your solar conversions.
Use Shape’s solar proposal tool or integrate with one of yours, to send beautifully designed solar proposals to your clients all while you’re right on the phone with them.
Deploy Shape’s automation to send follow-up e-mail and text campaigns to increase proposal conversions leading to increased closed deal volumes.
Use Shape's integrated esign to digitize contract signing without the bloated cost and maintenance of a third party.
You can now text contracts so customers can easily sign them on their smart phones in real-time.
Referral tracking is a breeze with Shape. Create transparency for your partners through pipeline views, automated notifications, and increase opportunities through engagement and collaboration.
Deploy co-branded marketing efforts with partners and vendors to create a unique customer experience.
Increase team efficiency through collaboration, reduce office calls, and manage your solar projects better with Shape’s built-in project management features.
Visually display projects in list or kanban views, manage estimates, and optimize your solar project management with Shape.
Integrated dialer, phone numbers, local presence, IVR, voice mail, call monitoring, quick fire connect, call scripts, call recording, and much more
Complete texting platform to message and market your customers. Use our proven pre-built text marketing campaigns to convert more deals
Get results with Shape's automated sending servers. Leverage our pre-built email drip campaigns and keep client conversations organized with our email inbox
Revolutionize your customer relationships with Shape's built-in artificial intelligence.
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's mobile app to take your work on the go with you. Download the mobile app in the App Store or Google Play.
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.​
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.
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.
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!
Pegah S. Technology Partnerships Manager
Source: Shape G2 reviews
