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

White Labeled
Co-Branding
Multi-Lingual
Mobile Optimized
Notifications

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

1/4

"Shape is an amazing clear-cut, efficient, streamlined software that allows you to customize to your personal needs."

Timmya G., Mortgage Underwriter

2/4

"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

3/4

"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

4/4

"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

Shape Software

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