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Shape Software

Shape CRM is an AI Powered Sales and Marketing Automation Platform that helps you convert more leads and grow your business profitably. .

Shape Software is an all-in-one CRM and automation platform designed to help businesses manage leads, conversations, and customer relationships more efficiently. It brings sales, marketing, and communication tools into a single, easy-to-use system that helps teams respond faster, stay organized, and close more deals.

Built for growing teams and enterprise organizations alike, Shape combines flexibility, scalability, and powerful automation without the complexity of traditional CRMs.

Core CRM

  • Centralized lead and contact management
  • Customizable pipelines, stages, and workflows
  • Task management and activity tracking
  • Advanced reporting and analytics

Automation & AI

  • Automated follow-up via email, SMS, and voice
  • AI-powered voice and text agents
  • Intelligent lead routing and prioritization
  • Custom triggers and workflow automation

Communication Tools

  • Built-in calling, texting, and email
  • Call tracking and conversation history
  • Smart inbox for unified communication
  • Recording and compliance-friendly controls

Marketing & Lead Management

  • Lead capture from websites, forms, and ads
  • Campaign management and drip sequences
  • Real-time lead distribution
  • Deep integrations with lead providers

Integrations & Scalability

  • Open APIs and third-party integrations
  • Cloud-based, secure infrastructure
  • Designed to scale from small teams to large enterprises
  • Full data ownership and security controls

Shape Software is ideal for businesses that want a powerful yet intuitive CRM to streamline operations, automate outreach, and drive consistent growth.

A startup from Irvine, the United States.

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Shape Software
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Shape Software Reviews and Details

This page is designed to help you find out whether Shape Software is good and if it is the right choice for you.

#CRM #Loan Management #Mortgage Management #Mortgage CRM #Marketing Automation #Sales Automation #Lead Management #CRM Software

Screenshots and images

  • Shape Software Landing page
    Landing page //
    2023-07-19

Features & Specs

  1. Easy to Use

    Shape CRM is ready out of the box with its user-friendly interface, making it simple to use even with minimal technical skills.

  2. Comprehensive Suite

    The platform has a large suite of marketing, sales, CRM and lead management tools, making in a one stop solution for most business needs.

  3. Support & Training

    Shape offers extensive support and training resources including daily live webinars, comprehensive resource library, support and customer success teams.

  4. Omnichannel Communication

    Phone, Email and Texting in natively built into our platform offering robust communication options.

  5. Lead Management

    Shape has a complete suite of lead management tools including lead distribution, leads scoring, lead prioritization and customizable drip campaigns.

  6. Detailed Reporting

    Shape CRM's reporting suite provides detailed, customizable reporting that helps track performnce and allows for data-driven decision making.

  7. AI Drive Automation

    AI Insights and Shape IQ offer the ability to score, transcribe, summarize and notate next steps automatically.

  8. Customizations

    Easily configure Shape to our desired work flow. Integrate over 5,000 3rd party apps to enhance your user experience.

  9. Cutting Edge Technology

    Will over 1,000 product enhancements annually, Shape is constantly pushing to provide you with the must cutting edge technology available.

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Questions & Answers

As answered by people managing Shape Software.

  1. What makes Shape Software unique?

    Shape Software is purpose-built for highly regulated industries like mortgage and insurance, combining CRM, automation, and AI in one unified platform. Unlike generic CRMs, it is designed to handle high-volume leads with speed, structure, and compliance. Built-in AI voice and text agents automate outreach and follow-up, while fully customizable workflows mirror real sales and operational processes. Shape also offers deep integrations with loan origination systems and lead sources, ensuring seamless data flow. With strong data security, full data ownership, and enterprise-grade scalability, Shape supports revenue-driven teams from small operations to large organizations.

  2. Why should a person choose Shape Software over its competitors?

    A person should choose Shape Software because it makes managing leads, follow-ups, and customer relationships simple and efficient. Unlike many CRMs, Shape brings CRM tools, automation, and AI together in one easy-to-use platform. It helps teams respond faster, stay organized, and never miss opportunities with built-in AI voice and text tools. Shape also connects easily with other systems and data sources, so everything stays in one place. As teams grow, Shape scales with them while remaining intuitive and reliable.

  3. How would you describe the primary audience of Shape Software?

    The primary audience of Shape Software includes sales-driven teams and businesses that rely on leads, follow-up, and strong customer relationships. It is designed for organizations that want a simple way to manage conversations, automate outreach, and stay organized. Shape works well for small teams, growing businesses, and large companies that need flexibility as they scale. The platform supports users who value speed, clarity, and efficiency in their daily workflows.

  4. What's the story behind Shape Software?

    Shape Software was created to solve the common problems teams face when managing leads, follow-ups, and customer communication. The founders saw that many CRMs were too complex, disconnected, or not built for real daily workflows. Shape was designed to bring everything into one platform that is powerful but easy to use. Over time, it evolved to include automation and AI to help teams work faster and smarter. Today, Shape continues to focus on helping businesses grow through better organization, communication, and efficiency.

  5. Which are the primary technologies used for building Shape Software?

    Shape Software is built using modern cloud-based technologies designed for speed, reliability, and scalability. The platform uses secure infrastructure to handle large data volumes and real-time activity. Automation and AI technologies power intelligent workflows, messaging, and voice interactions. Open APIs enable seamless integrations with third-party tools and data sources. Together, these technologies ensure Shape remains fast, flexible, and easy to use as teams grow.

  6. Who are some of the biggest customers of Shape Software?

    Shape Software does not publicly list major enterprise customers on its website. However, Shape is widely used by businesses that need CRM, marketing automation, and communication tools across several industries. Users include companies in mortgage, insurance, real estate, education, HVAC, and construction, among others. Thousands of businesses rely on Shape to manage leads, communications, and sales workflows in one unified platform.

Videos

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External links

We have collected here some useful links to help you find out if Shape Software is good.

  • Public traffic stats of Shape Software

    Check the traffic stats of Shape Software on SimilarWeb. The key metrics to look for are: monthly visits, average visit duration, pages per visit, and traffic by country. Moreoever, check the traffic sources. For example "Direct" traffic is a good sign.

  • Domain Rating (DR)

    Check the "Domain Rating" of Shape Software on Ahrefs. The domain rating is a measure of the strength of a website's backlink profile on a scale from 0 to 100. It shows the strength of Shape Software's backlink profile compared to the other websites. In most cases a domain rating of 60+ is considered good and 70+ is considered very good.

  • Domain Authority (DA)

    Check the "Domain Authority" of Shape Software on MOZ. A website's domain authority (DA) is a search engine ranking score that predicts how well a website will rank on search engine result pages (SERPs). It is based on a 100-point logarithmic scale, with higher scores corresponding to a greater likelihood of ranking. This is another useful metric to check if a website is good.

  • Public opinion on Reddit

    The latest comments about Shape Software on Reddit. This can help you find out how popualr the product is and what people think about it.

Social recommendations and mentions

We have tracked the following product recommendations or mentions on various public social media platforms and blogs. They can help you see what people think about Shape Software and what they use it for.
  • White label Software a boon for freelance coders
    Selling White label software is the latest trend helping freelance coders who have built their name in terms of coding rake in the revenue they have always dreamt of. Even established organizations that have a big name and an established brand are taking up the white label route to sell their merchandise in an effort to reach the deeper pockets of the unexplored markets where profitability is high and operating... Source: over 4 years ago

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Is Shape Software good? This is an informative page that will help you find out. Moreover, you can review and discuss Shape Software here. The primary details have not been verified within the last quarter, and they might be outdated. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.

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