Shape Software

Shape CRM helps you manage your business on one easy to use platform. Shape's cloud-based software offers dozens of tools designed to manage and automate your online marketing and promotions via email and SMS, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional online documents, accept online payments, run custom reporting, and automate everyday admin tasks.

Shape is perfect for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction, but also offers completely customizable solutions for nearly every service-based business.

Shape's collaboration tools help facilitate project information sharing within and across departments and user roles keep sensitive business data private. Shape includes a centralized repository to store and manage prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.

Shape’s customizable dashboard enables users to keep track of department-specific performance analytics and explore business-relevant trends through powerful data insights. Additional features include call scripting, drip campaign automation, SMS messaging, task scheduling, reporting, and dozens of integrations.

Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email. Custom account setups are also available upon request.