Solar client point of sale

Save over 20 hours a month, and close deals 50% faster with responsive lead funnels, and document collection.


Trusted by over 21,000 users & growing

A mobile-optimized branded digital portal

Secure doc uploads in one place

  • Templated Document Sets

    Create needs lists for different scenarios with an easy drag-and-drop solution for your clients

  • eSignature Solutions

    Digitize contract signing without the cost and maintenance of a third party

  • Cloud-Based Storage

    Stop digging through emails for attachments and automatically gather all required documents in one place

Survey-Style Lead Funnels

Save time by letting the software gather details from your clients in a user-friendly way

Rated 5-stars for ease of use & value

"Shape is an amazing clear-cut, efficient, streamlined software that allows you to customize to your personal needs."
Timmya G., Mortgage Underwriter​
"The CRM has been tailored made for our business. It's helped us optimize our workflow and helped increase productivity."
Sara H. Major Account Executive
"The software came with everything already built into it or it was just a click to connect what we wanted in the integration dashboard."
Genevieve J. Legal Associate
"The reliability, outstanding customer service and the amount of time/expense saved daily from this awesome tool. Very easy to use."
Administrator in Information Technology and Services
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Source: Shape G2 reviews

Get started with Shape today

Implement a better process for your solar customers

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Our team of experts are here to help! Call our sales line at (888) 762-7211

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