Based on 1 verified reports, this firm maintains a 100% trust rating within the Saving Traders community.
Shape is an AI-powered CRM and sales automation platform built for teams that live on the phone. Based in Irvine, California, Shape has spent 15 years building software for high-volume sales teams in mortgage, insurance, construction, lead generation, and growing businesses of every kind. Most companies run sales across five or six disconnected tools: a CRM, a dialer, a texting platform, an email system, a document portal, and reporting that never quite matches any of them. Shape replaces that stack. Phone, SMS, and email are built in natively, so every call recording, text, and email lands on the customer record automatically. The platform includes lead distribution and scoring, customizable pipelines, automated drip campaigns, a marketing suite, document management with eSign, secure customer portals, and detailed reporting. Shape IQ adds AI scoring, call transcription, and conversation summaries. For teams doing outbound at volume, Shape includes 10DLC registration support, phone and email list validation, spam monitoring and remediation, and branded caller ID. Every customer gets live training webinars, a resource library, and a dedicated support team. If you use Shape, we want to hear how it is working. Honest feedback, good or bad, helps us build a better product.See more
"I’ve had a really great experience with Shape! The platform has made my day-to-day workflow so much easier and more organized. I especially love the AI agents and automation features—they save me so much time and have genuinely helped with my overall production. It’s much easier to stay on top of my clients, follow-ups, and pipeline without feeling like I’m constantly juggling everything manually. Shape has definitely become a valuable part of my daily workflow!"
