Shape Software

For sales, marketing, and customer-facing teams—especially in mortgage, insurance, solar, education, and small business—Shape Software helps organize leads and customer follow-up in one shared system. Teams can manage contacts and sales pipelines, assign and prioritize leads, and track calls, texts, emails, notes, and tasks on each customer’s record. The platform includes built-in calling, texting, and email, along with automated follow-up campaigns and workflows that can send messages, create tasks, or update records. Teams can also build landing pages, manage social posts, and use dashboards and reports to monitor pipeline and team activity. Optional AI tools include lead scoring and automated calling and texting. Shape may suit organizations looking to bring CRM, communications, and sales and marketing automation together rather than manage them in separate tools.

Disclaimer: WebCatalog is not affiliated, associated, authorized, endorsed by or in any way officially connected to Shape Software. All product names, logos, and brands are property of their respective owners.