What is Shape?

Shape is a sales and marketing automation software with pre-built features that can be customized for any business. The simple interface empowers your teams and unifies all aspects of your business in a single AI platform.

Shape Software offers a collaborative environment for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects.

Shape provides a variety of tools to assist users in managing and automating online marketing and promotions, capturing and servicing leads from online sources, organizing sales pipelines, nurturing prospects and customers, creating and sending professional documents, accepting online payments, running custom reports, automating administrative tasks, and much more. Intake management and marketing automation, as well as document, project, and client management, are key features.

Shape's CRM and lead capture, team management, and workflow management tools streamline daily admin by allowing users to capture leads and manage follow-ups, as well as manage client projects and create automated best practice workflows. Syncing team emails, calendars, and to-dos ensures that everyone on the team has the most up-to-date information. Users can protect sensitive data and promote accountability by using role permissions and assignment tools. SMS messaging and email automation tools, in conjunction with an integrated dialer, assist users in managing online marketing and promotions such as lead outreach, newsletters, drip campaigns, and more.

With client and project management functionality, you can effectively onboard and manage clients. Shape can create and send professional documents such as forms, proposals, contracts, and invoices. Payment reminders, calculators, and invoices are designed to assist users in efficiently managing the client billing process. Custom reports provide actionable insight into referrals, top lead sources, and other topics, assisting users in making sound business and marketing decisions. Shape allows users to tailor the solution to their specific requirements through a suite of integrations (MailChimp, Twilio, G Suite, and so on), custom account setup tools, and white-glove support.