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Shape CRM

CRM for mortgage, insurance, and financial services teams with built-in dialer, texting, and marketing automation tailored to regulated industries.

Headquarters
Irvine, California
Company size
51-200 employees
Founded
2015

Product overview

Shape CRM
Shape CRM screenshot 1
  • AI Lead Scoring
  • Lead Management
  • Communication Hub

Pricing & plans

Plans & limitsBilling termsPricing details

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Buyer research