Shape Software
The primary offering is an all-in-one business management platform that combines marketing and sales automation with lead management and reporting capabilities, employing technologies such as email automation, bi-directional texting, and AI-driven lead scoring to improve operational efficiency. Additionally, it includes a mobile application and various integrated tools designed to streamline business processes.
- Industry: CRMs
- Location: Irvine, California, United States
- Founded: 2019-01-01
- Website: https://setshape.com
Product & Features
- Capture contextual notes on records and @mention teammates for instant collaboration.
- Manage tasks with owners and due dates, integrated with a calendar for scheduling.
- Access prioritized views and ranked work queues to focus on the most important records.
- Monitor live calls with a heads-up display and provide real-time coaching via listen, whisper, or barge.
- Utilize an integrated AI suite for drafting assistance and automated follow-ups and workflows.
- Unify your entire workflow within a single platform, integrating various productivity tools.
- Ensure data security and compliance with enterprise-grade protection, including SOC 2, HIPAA, and PCI.
Notable Customers
- Barrett Financial
Recent News
- Mortgage Coaching: How Loan Officers Grow Their Business Faster (2026-03)
- How To Manually Merge Duplicate Records in Shape — Mortgage CRM Training (2026-02)
Integration partners
- Acuity
- Authorize.net
- Calendly
- Google (Other)
- Google Calendar
- Gravity Forms
- Loom
- Mailchimp
- Outlook Calendar
- QuickBooks
- RingCentral
- Stripe
- Twilio
- Zapier
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Frequently Asked Questions
What is Shape Software?
The primary offering is an all-in-one business management platform that combines marketing and sales automation with lead management and reporting capabilities, employing technologies such as email automation, bi-directional texting, and AI-driven lead scoring to improve operational efficiency.…
What does Shape Software do?
Capture contextual notes on records and @mention teammates for instant collaboration. Manage tasks with owners and due dates, integrated with a calendar for scheduling. Access prioritized views and ranked work queues to focus on the most important records.
Who are Shape Software's customers?
Shape Software's customers include Barrett Financial.
What category does Shape Software fall under?
Shape Software is a legal technology company in the CRMs category.
Where is Shape Software based?
Shape Software is based in Irvine, California, United States.
When was Shape Software founded?
Shape Software was founded in 2019.