Solve the multi-location CRM challenge with Shape's exclusive branching model that drives higher adoption while maintaining complete corporate visibility.
Access comprehensive insights across all your locations with unified reporting dashboards that show real-time performance metrics, client activity, and growth opportunities at every level.
Build trust with location managers by giving them control over their own data environment while maintaining corporate oversight—solving the data silos that prevent centralized insights across business locations.
Enable branches to tailor workflows and marketing campaigns to local needs while staying within corporate guidelines—balancing standardization with the flexibility each location requires.
Lock down regulatory elements like disclosures and sensitive fields across all branches while allowing flexibility in less critical areas—reducing compliance risks without micromanagement.
Choose from corporate-paid, branch-paid, or hybrid payment structures that align with your business model and deliver clear ROI at both organizational levels.
Deploy proven templates that new branches can instantly inherit, dramatically reducing setup time while maintaining consistency across your expanding organization.
Gain unprecedented visibility with real-time performance metrics across all your locations. Enforce brand consistency and compliance requirements while eliminating data quality issues that prevent strategic decision-making and comprehensive network analysis.
Maintain autonomy over your local operations with the security of knowing your customer data remains protected. Customize CRM processes to meet local client needs while benefiting from corporate support, training, and proven templates.
Deliver consistent brand experiences while addressing unique local needs. The centralized branch management system ensures every customer interaction meets your quality standards while allowing local teams to provide personalized service in their markets.
Why is this the first time I'm hearing about this?
for Corporate
Create a best practices template with centralized oversight, compliance controls, and comprehensive data rollup capabilities to optimize marketing efforts.
Accounts for Each Branch
Give branch managers control over their own customer information and workflows while maintaining corporate standards and security.
for Enterprise Networks
Specifically designed for lenders, insurance agencies, credit unions, banks, and organizations managing 50+ business locations.
Join the growing number of multi-location businesses solving the impossible customer relationship management challenge.
