Every ounce of sales you should know!
CRM, Sales, and Marketing Automation to help you achieve more.
We power thousands of businesses in legal, mortgage, real estate, education, solar, and more.
Try one of our pre-built systems or let us design a custom solution for your industry!
Drive more sales through the pipeline from lead generation, to scoring, to conversion, and beyond.
Integrate with Lead Providers
IVR & Inbound Call Routing
AI Lead Scoring with ShapeIQ
Automated Email & Text Campaigns
Automated Lead Distribution
Duplicate Contact Management
Convert more leads into deals through targeted emails, texts, calls, and follow up in one easy-to-use interface.
Integrated Dialer for Calling
Opt-out & DNC Tracking
Bulk Email & Text Messaging
Pre-recorded Voicemail Drop
Pre-Built & Custom Templates
IP Target Marketing & Digital Ads
Automate and audit tasks, segment and filter data, and get full visibility into the health of your business - across all roles.
Prioritized Pipeline Views
Email & Calendar Sync
User Roles & Permissions
Templated Checklist Tasks
Multi-User Record Assignment
Shark Tank Re-distribution
Eliminate guesswork and make smart decisions by using interactive, pre-built, and customizable reports.
User & Team Performance
Email Click, Open & Bounce Tracking
Marketing & Campaign Insights
Lead Capture & Conversion Reports
Call Logs & Recordings
Custom Reporting
Native-built Integrations, Webhooks, and an Open API
"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 Software has given me the freedom to focus on my clients."
Star Financial
Our implementation program provides guidance, phone support, and training to help you get the most out of Shape Software CRM.
Data Migration
Vendor Integrations
System Configuration
User & Phone Set Up
Lead Management Settings
Personalized Training