Solar design
Not foundWe found no solar panel design tools. Shape is a sales CRM.
What can Shape help you do?
- 01
Route new leads fast
New leads can be called, texted and emailed in seconds. Shape sends them to setters by area, source and schedule. Leads that sit untouched can be passed to someone else.
- 02
Call and text homeowners
A built-in cloud phone has a power dialer, local presence (a local caller ID), call recording and voicemail drops. Two-way texting is included, and Shape handles 10DLC registration, which US carriers require for business texts.
- 03
Hand off from setter to closer
The solar page lists setter-to-closer handoffs, appointment reminders and proposal follow-up. Tasks and checklists can be set by role and stage.
- 04
Collect documents and signatures
A homeowner portal lets customers review proposals, upload documents and e-sign. It is an add-on on Core and included in Complete.
- 05
Track sales results
Dashboards show sit rate (how many booked meetings happen), close rate, appointments set and which lead sources turn into sales. You can also build custom reports.
Key features
Each feature shows what we found on Shape’s own website, and how sure we are.
3D modelling
Not foundWe found no 3D roof modelling.
Shade analysis
Not foundWe found no shade analysis.
Power estimate
Not foundWe found no energy production estimates.
Proposals
BasicYou can share proposals in the homeowner portal and follow up automatically. We found no tool that builds a solar proposal from a design.
CRM
AdvancedContacts, custom pipelines, statuses, notes, tasks, duplicate checks and role-based views.
Lead management
AdvancedLead capture from forms, ads and lead sellers' post links, with automatic routing and reassignment. Reps can also add leads on mobile while canvassing.
Permits and plan sets
Not foundWe found no permit or plan set tools.
Financing
Not foundWe found no solar loan or finance partner links.
Project management
Not foundTasks, calendar and checklists exist, but we found no install or project tracking after the sale.
Battery design
Not foundWe found no battery sizing.
Integrations
BasicZapier (5,000+ apps), webhooks (automatic alerts to other apps), lead seller post links and Google and Outlook calendar sync. We found no named solar tool links.
API
AdvancedA documented REST API (a standard way for apps to talk) for adding, updating, searching and bulk moving records, plus reports.
AI and automation
Company claimAI lead scoring (ShapeIQ), AI calling, AI texting and AI call scoring. These are the company’s claims. We could not test them.
Mobile
AdvancediOS and Android apps with push alerts for new leads, calls, texts, email and the full pipeline.
Reporting
AdvancedSales dashboards, conversion funnels, cost per lead by source, call metrics and custom reports.
Not what Shape is for, so not scored: Monitoring, Operations and repair (O&M).
Feature scorecard
| Feature | What we found | Our notes | Source |
|---|---|---|---|
| Solar design | Not found | We found no solar panel design tools. Shape is a sales CRM. | Oct 2026 |
| 3D modelling | Not found | We found no 3D roof modelling. | Oct 2026 |
| Shade analysis | Not found | We found no shade analysis. | Oct 2026 |
| Power estimate | Not found | We found no energy production estimates. | Oct 2026 |
| Proposals | Basic | You can share proposals in the homeowner portal and follow up automatically. We found no tool that builds a solar proposal from a design. | Oct 2026 |
| CRM | Advanced | Contacts, custom pipelines, statuses, notes, tasks, duplicate checks and role-based views. | Oct 2026 |
| Lead management | Advanced | Lead capture from forms, ads and lead sellers' post links, with automatic routing and reassignment. Reps can also add leads on mobile while canvassing. | Oct 2026 |
| Permits and plan sets | Not found | We found no permit or plan set tools. | Oct 2026 |
| Financing | Not found | We found no solar loan or finance partner links. | Oct 2026 |
| Project management | Not found | Tasks, calendar and checklists exist, but we found no install or project tracking after the sale. | Oct 2026 |
| Battery design | Not found | We found no battery sizing. | Oct 2026 |
| Monitoring | Not its job | Shape is a sales CRM. Watching solar systems after install is outside what it is for. | Oct 2026 |
| Operations and repair (O&M) | Not its job | Running and repairing systems (O&M) is outside what a sales CRM is for. | Oct 2026 |
| Integrations | Basic | Zapier (5,000+ apps), webhooks (automatic alerts to other apps), lead seller post links and Google and Outlook calendar sync. We found no named solar tool links. | Oct 2026 |
| API | Advanced | A documented REST API (a standard way for apps to talk) for adding, updating, searching and bulk moving records, plus reports. | Oct 2026 |
| AI and automation | Company claim | AI lead scoring (ShapeIQ), AI calling, AI texting and AI call scoring. These are the company’s claims. We could not test them. | Oct 2026 |
| Mobile | Advanced | iOS and Android apps with push alerts for new leads, calls, texts, email and the full pipeline. | Oct 2026 |
| Reporting | Advanced | Sales dashboards, conversion funnels, cost per lead by source, call metrics and custom reports. | Oct 2026 |
Who is Shape best for?
| Type of business | Fit | Why |
|---|---|---|
| Home solar installers | Partial fit | The solar page targets home solar setters and closers, but there are no design or install tools. |
| Business (commercial) installers | Weak fit | We found nothing aimed at business solar projects. |
| Solar farm developers | Weak fit | We found no tools for solar farms. |
| EPCs (design and build firms) | Weak fit | There is no project, permit or install tracking. |
| Solar designers and engineers | Weak fit | There are no design tools. |
| Solar sales teams | Strong fit | Dialer, texting, lead routing, appointment tools and sales reports are the core of the product. |
| O&M and asset teams | Weak fit | It does not cover systems after they are built. |
By company size
Solo installer
Partial fit
Core is priced per user, but you must get a quote to learn the cost.
Small team
Partial fit
Complete includes 5 users, which fits a small team, but the price is not shown.
Growing company
Strong fit
Lead routing, team dashboards and Complete’s bundled AI and marketing tools suit growing sales teams.
Large company
Strong fit
Enterprise adds volume pricing, advanced roles, multi-location branching and custom integrations.
Who shouldn’t choose Shape?
- You need solar design or shade tools. Shape has none.
- You want to build solar proposals from a design. Use a proposal tool.
- You need to track installs, permits and crews after the sale.
- You want to see the price before talking to sales.
- You need a CRM with built-in solar loan partners. We found none.
Shape pricing
Starting price
Ask the company
Checked 6 October 2026
- Price model
- Quote only (Core per user; Complete includes 5 users)
- Free plan
- No
- Free trial
- Not found
- Demo
- Yes
Core
Get a quote
per user
- Lead management and CRM
- Workflow automation
- Lead routing, triggers and actions
- Integrations
- Mobile app
- Calendar and tasks
- Drip campaigns
- Built-in reports
Complete
Get a quote
5 users included, add more anytime
- Everything in Core
- AI Calling Bot
- AI Insights
- Lead Engine landing pages
- Shape Social
- CustomUI
- Customer portal
- Recruiting database
Enterprise
Custom pricing
quoted to your needs
- Everything in Complete
- Volume user pricing
- Advanced admin, roles and permissions
- Branching (multi-location)
- Dedicated onboarding
- Priority support
- Custom integrations and API
What changes the price
- The page says you save up to 20% when you pay yearly.
- Calls, texts and email are pay as you go. You preload a balance and usage draws from it.
- Most add-ons are included in Complete, and everything is included in Enterprise.
- No dollar amounts appear anywhere on the pricing page.
- No free trial found. You can book a demo.
Paid add-ons
- AI Suite (calling, texting, insights, content, lead scoring)
- Lead Engine landing pages
- Shape Social, priced per user
- CustomUI
- Customer portal and point of sale
- Branching (multi-location)
- Unlimited Calling Plan
- Extended contact storage
Ask Shape for a price Prices change often. We never guess a price that is not on the website.
Is Shape worth it?
Software pays for itself only if it saves time or wins more jobs. Work through it in this order:
- Software costAsk the company
- Time savedFaster design and fewer site visits
- More quotesEach person can send more proposals
- More jobs wonBetter proposals, faster replies
- Extra profitMust be more than the cost
Ease of use
Learning curve
Medium
It runs in a web browser and on phones, so there is nothing to install. Every plan includes onboarding where Shape moves your data and sets up phones and texting for you. The product has many settings, so expect some setup time.
Training offered: Free onboarding with a dedicated specialist · Training courses · Free live webinars · Video tutorials · Support guides
We have not tested Shape hands-on yet. This is based on what the maker offers and how the product is set up.
Integrations
Other
- Zapier (5,000+ apps)
- Webhooks
CRM
- Lead provider HTTP post URLs
Project management
- Google Calendar sync
- Outlook calendar sync
AI and automation
| Capability | Status | What it does |
|---|---|---|
| AI design | Not found | Shape has no solar design tools. |
| AI proposals | Not found | We found no AI writing of proposals. |
| AI sales assistant | Company claim | An AI Calling Bot makes follow-up calls and AI texting handles text chats. AI Insights scores every call and suggests follow-up plans. |
| AI lead qualification | Company claim | ShapeIQ scores leads so reps can call the hottest first. |
| Forecasting | Not found | We found no sales forecasts. |
| Automation | Verified | Trigger-based workflows, drip campaigns, lead routing and automatic redistribution of idle leads. |
Our assessment
Shape uses AI to call and text leads, score leads and review sales calls. That can save setter time if it works as claimed. Most AI tools are on Complete or an add-on, so check what your plan includes in the demo.
API and automation
- Public API
- Yes
- Webhooks
- Yes
What you can do with it
- Add leads and update records
- Search records and change statuses
- Assign users and add calendar events
- Upload documents
- Bulk import, update and export records
- Read users, statuses and activity reports
Useful for
- Sending leads from your website or lead sellers
- Syncing records with your other tools
- Pulling call and text activity into your own reports
Security and large-company readiness
Only what the company publishes. “Could not read” means we could not open the page, not that the feature is missing.
Encryption
VerifiedData is encrypted in transit with TLS. Backups and stored media are encrypted at rest.
Single sign-on (SSO)
VerifiedSSO login is listed in the plan comparison table.
SOC 2
Company claimThe security page explains SOC 2 Type I and Type II reports and says Shape has SOC 1 Type II. We did not see a report.
GDPR
Company claimThe site shows a GDPR (EU privacy law) badge. We found no GDPR detail page.
User permissions
VerifiedRole-based permissions, 2-factor login and IP whitelisting (only allowed networks can log in) are listed. Advanced roles are on Enterprise.
Audit logs
VerifiedDetailed audit and log tracking is listed under data storage.
Data hosting
VerifiedHosted with cloud providers across several availability zones. Provider names are shared only under NDA.
Backups
VerifiedSecure cloud backups are listed. Schedules and retention are shared only under NDA.
Setup and support
Getting started
Onboarding is included with every plan. A specialist moves your data and sets up users, phones, texting and lead sources. Then they train your team. Shape also sells custom builds.
- Dedicated onboarding specialist
- Data migration
- Professional services
- Custom development
Customer support
Every plan gets AI chat, email, phone support and guides. Shape says it has a US-based team. Enterprise adds priority support.
- 24/7 AI chat support
- Support tickets
- Email support
- Phone line
- Support guides
- Live webinars
Pros and cons
What we like
- Phone and texting built inPower dialer, local caller ID, call recording and US-compliant business texting are part of the CRM.
- Fast lead routingLeads are routed by area, source and schedule and contacted in seconds.
- Onboarding includedEvery plan gets data migration, setup and training from a specialist.
- Real API and webhooksA documented REST API covers records, bulk jobs and reports.
- Security is documentedEncryption, SOC reports, SSO and audit logs are described on its own pages.
What could be better
- No prices shownEvery plan says Get a Quote, so you must book a call.
- Not built only for solarShape also sells to mortgage, insurance and education, and has no solar design tools.
- No install trackingWe found no project, permit or crew tools for after the sale.
- Usage costs extraCalls, texts and email draw from a prepaid balance on top of the plan.
- Key tools cost moreAI, landing pages and the customer portal are add-ons on Core.
What users say on other sites
Ratings and short quotes from other review sites, with the reviewer’s name as that site shows it. We link to every source. These do not change our evidence score.
Checked 6 October 2026. Quotes are copied word for word and shortened only with “…”. How we use outside reviews
Shape alternatives
Tools people switch to, and when each one makes more sense.
Enerflo
Evidence score 7.8/10
Pick it if you want a solar-only sales platform with proposals.
Read the reviewSalesRabbit
Evidence score 8.2/10
Pick it if your team sells door to door and needs canvassing maps.
Read the review
Sunbase
Evidence score 7.4/10
Pick it if you want a solar CRM that also covers installs.
Read the reviewJobNimbus
Evidence score 7.4/10
Pick it if you need job and crew tracking after the sale.
Read the reviewMain competitors
- Enerflo: Sells sales and lead tools to the same home solar sales teams.
- SalesRabbit: Competes for solar setters who knock doors and book appointments.
- Sunbase: Offers a CRM to the same home solar companies.
How we score solar software
We have not given any product a quality score yet. That needs at least eight checked user reviews. Instead, the evidence score shows how much we could confirm on the company’s own website.
Points for each feature
| Verified, advanced | 10 |
|---|---|
| Verified, basic | 8 |
| Company claim only | 6 to 7 |
| Not found or not offered | 0 |
| Could not read, or not its job | left out |
Jobs we score, equal weight
- Solar design
- Shade and power estimate
- Proposals and finance
- CRM and leads
- Permits and projects
- Batteries
- Monitoring and O&M
- Integrations and API
- AI and automation
- Mobile and reporting
- Clear pricing
Each job is the average of its features. A job where we found none of its features is not this tool’s job, so it is left out. The overall score is the average of the jobs that apply, plus clear pricing. Read how we check facts · How we research · Editorial guidelines
Sources and checks
- Company sitePricing and plan comparison
- Company siteSolar page
- Company siteAll features
- Company siteIntegrations and APIs
- Company siteMobile app
- Company siteReporting
- Company siteAPI docs
- Company siteOnboarding
- Company siteSupport
- Company siteSecurity overview
- Company siteData encryption
- Company siteInfrastructure
- Company siteAbout
- Company siteHome page
See a mistake? Tell us and we will check it again. Fixes go in our corrections log.
Frequently asked questions
How much does Shape cost?
Shape shows no prices. Core is priced per user, Complete includes 5 users, and Enterprise is custom. Calls and texts are paid from a prepaid balance on top.
Does Shape have a free trial?
We found no free trial or free plan. You can book a demo to see the software.
Is Shape good for small solar installers?
It can work for a small sales team that calls a lot of leads. But you cannot see the cost first. It also has no design or install tools.
Is Shape a solar CRM?
It is a general CRM with a solar page. That page lists lead routing, a dialer, setter-to-closer handoffs and a homeowner portal. Shape also sells to mortgage, insurance and other fields.
Can Shape size batteries or design systems?
No. We found no design, shade or battery tools. You would need a separate design tool.
Does Shape have an API?
Yes. It has a documented REST API, webhooks and a Zapier app. You can use them to send in leads and sync records.
What are the best Shape alternatives?
Enerflo is a solar-only sales platform. SalesRabbit suits door-to-door teams. JobNimbus suits you if you need job tracking after the sale.
Is Shape worth it?
It may be if your main problem is calling leads fast and booking appointments. If you need design, proposals or installs in one tool, look elsewhere.
Our final verdict
Shape: 7.3/10 evidence score
Shape suits solar sales teams that live on the phone and want calling, texting and lead routing in one CRM. It does not cover design, proposals or installs.
Choose Shape if
- You run setters and closers
- You call and text many leads a day
- You want onboarding done for you
- You need an API to feed in leads
Look at alternatives if
- You want to see prices first
- You need solar design or proposals
- You need install tracking
- You only want one tool for the whole job