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Overview
Shape is a CRM and sales automation platform built to centralize lead capture, communication, and workflow automation. It supports AI-driven lead scoring, multi-channel outreach, and reporting for faster conversions. However, customer support response times may vary during peak hours, though the platform’s automation and compliance tools help maintain consistent operations.
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Starting Price
$0
/month
Shape Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Shape?
Shape is a cloud-based CRM and sales automation platform designed for sales-driven organizations that manage high lead volumes across multiple channels. It is commonly used by teams in industries such as mortgage, insurance, solar, education, and service-based businesses. The software offers features such as AI-powered lead management, built-in communication tools, workflow automation, and performance reporting, among others.
Shape centralizes lead capture, customer engagement, and follow-up processes, helping businesses streamline operations, improve response times, and drive higher conversion rates through automated, data-driven workflows.
Shape Pricing
Shape pricing offers a Shape Professional plan available via custom quote. It also offers two additional plans, including:
- Shape Engage - Custom pricing
- Shape Enterprise - Custom pricing
Disclaimer: The pricing is subject to change.
Shape Integrations
The software integrates with the following third-party applications, including:
Who Is Shape For?
Shape software serves a wide range of industries and sectors, including:
- Mortgage
- Solar
- Education
- Insurance
Is Shape Right For You?
Are you looking for a CRM that combines AI, automation, and compliance tools to accelerate lead conversion and keep your outreach legally sound? Shape solves inconsistent follow-ups and fragmented communications by unifying CRM, calling, texting, and automation into a single platform. It also integrates built-in compliance safeguards like DNC and 10DLC messaging compliance.
Shape supports compliance with DNC list scrubbing and 10DLC registration, and its platform also maintains industry certifications such as SOC 1/2 and HIPAA compliance for data protection.
Shape is built on secure cloud infrastructure with encryption, role-based access controls, and a scalable architecture that grows with your team’s needs.
Still not sure if Shape is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Shape Features
Shape centralizes leads from APIs, web forms, lead providers, and bulk imports into a single CRM for faster action. Duplicate detection, automated distribution, and AI-driven scoring help teams prioritize high-intent prospects, accelerate outreach, and convert leads more efficiently through structured, repeatable workflows.
Shape AI delivers real-time insights, call analysis, and automated summaries to improve productivity and sales performance. It analyzes conversations, scores calls for quality and compliance, and generates actionable follow-up recommendations, allowing teams to focus on selling while maintaining accurate, data-rich interaction records.
Designed to support sales and marketing alignment, Shape’s CRM tool enables teams to create, customize, and distribute approved print and digital content using built-in templates. Centralized brand assets, easy editing, and data-driven personalization help maintain consistency, improve efficiency, and ensure compliant customer-facing communications.
Built to streamline follow-ups, Shape’s email automation supports trigger-based campaigns, mass email blasts, and pre-configured journeys. Drag-and-drop builders, reusable templates, and dynamic workflows ensure timely, personalized outreach while improving engagement, deliverability, and consistency across every stage of the sales pipeline.
Shape features a branching model designed for multi-location organizations, delivering branch-level autonomy with centralized oversight. Unified reporting, template inheritance, automated compliance controls, and flexible billing ensure operational consistency while allowing each location to customize workflows without sacrificing security, visibility, or corporate governance.
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