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 solar demo

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Over 100,000 customers served​

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.


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.


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


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

100,000+ customers automate sales & marketing with Shape


Increase in Sales


Faster Sales Cycle

40 hrs

Saved per Month

Integrate with thousands of your favorite apps

Trusted and loved by 100,000 users and growing

4.8/5 ―

from 2,000 reviews

What our customers say

"Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable automated follow-up system. Shape has given us the freedom to focus on our clients."

Aaron Powell My Solar Tree

Happy Shape customer since 2018

Get started with Shape solar today