Shape Software

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Shape Software


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Shape Software Product Details

All-inclusive business technology.

Ditch the spreadsheets & multiple tabs.

Sales & Marketing Tools

  • Campaign and Sales Tracking
  • Cloud Phone System
  • Inbound & Outbound Calling
  • Progressive Dialer
  • Desktop Phone
  • Click-to-Call Dialing
  • Local Caller ID
  • Call Scripts, Recording, & Monitoring
  • Ringless Voicemail
  • Text Messaging
  • Integrated eSignature Solution
  • Custom Email Campaigns & Templates
  • Drip Campaign Automation
  • Referral Tracking
  • Webhooks

Core Features

  • Shape Software CRM
  • Lead & Account Management
  • Team Performance Analytics
  • Customized Industry Workflows
  • Contact Management
  • Lead Distribution & Customizable Merge Tags
  • Email Integration for Outlook & Gmail
  • Task Scheduling, Automation & Activity Logs
  • Role Based Permissions
  • Customizations & API
  • Document Storage
  • Intra-Company Chat & Instant Messaging
  • IP Restrictions

Countries Shape Software Services Available In

United States

Shape Software Pricing

All inclusive cloud software, one price, no annual contracts.

With Shape, you don't need to decide between different product offerings. All of our features are included in one system for an affordable month to month price.


About 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.

Shape Software Support & Customer Service

Sometimes you need a little help a Shape support rep. We’ve got your back.
Contact 24/7 security and customer support. [email protected]

Shape Software Key Features

  • Free Trial
  • Free Demo
  • Cloud-Based CRM
  • Online Contracts & Payments
  • Custom Online Documents (Intake Forms, Q
  • Lead Capture Import
  • Data Importing/Exporting
  • Seamless Sync with Case Mgt, LOS, MLS, M
  • Integrated Dialer & SMS Messaging
  • Email, SMS, and Call Script Templates

Shape Software Reviews


Out of 5 stars
(1 Review)


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Shape Software
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from Smith Co.

Tuesday, February 26, 2019

A customized and centralized tool for organizing customers and tracking performance that can be accessed anywhere.

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This page was last updated 25 February 2019 11:50