Close solar deals 50% faster

  • Sales Automation

    Send automated emails and texts followups. 1,000+ customizable templates.

  • Proposal Creation

    Create solar quotes in 5 minutes. Instantly diagram panel placement with Google Maps integration.

  • CRM

    Client details, calendars, site surveys, contracts, and construction progress all at your fingertips.

Get a 15-minute demo

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Trusted and loved by 21,000 users and growing

4.8/5 ―

from 1,014 reviews

Industry leading solar features

Lead Scoring

Score leads based on interest level and value. Focus your time on your best prospects.

Lead Distribution Rules

Auto-assign leads to agents based on reps’ working hours, licensing, and location.

Drip Campaigns

Send automated text and email campaigns that pull customers through the sales funnel.

Marketing Templates

Create email, text, posters, and more. 1,000+ pre-built, industry-specific templates.

Cloud-Based Phone Platform

Call and text from your computer. Automatically log calls and add notes. No new hardware required.

Click-to-Call

Access all of your contacts in one interface. Contact customers with a single click. No manual dialing.

Solar Proposals

Instantly build visuals for panel placement. Deliver accurate proposals within 5 minutes.

Site Surveys

Inspect properties via mobile app. Upload data to CRM while in the field. Includes compliance checklists.

Construction Tracking

Manage construction, from inspections to post-installation checks.

Google Maps Integration

Get aerial views of properties. Instantly determine if a home is qualified for solar.

eSignature

Populate documents with signatures in seconds. Eliminate lengthy manual signing processes.

Integrations

Integrates with 5,000+ apps, including Gmail, Calendly, and Mailchimp.

21,000+ customers automate sales & marketing with Shape

41%

Increase in Sales

18%

Faster Sales Cycle

40 hrs

Saved per Month

Integrate with thousands of your favorite apps

Trusted and loved by 21,000 users and growing

4.8/5 ―

from 1.014 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 solar today