CustomUI transforms your CRM and POS into an interface designed around how you think and work.
Eliminate busywork with a custom interface designed for efficiency—fewer clicks, faster workflows, and no more digging for what you need.
Design your CRM around your team’s exact needs—custom fields, forms, and logic that match how you work, not how software thinks you should.
With intuitive layouts and guided navigation, your team ramps up quickly and uses the system with confidence from day one.
CustomUI gives you full control over the internal tools your team uses, the customer experience you deliver, and the systems you rely on—bringing everything together in one seamless interface.
Reimagine your CRM workspace with layouts, fields, and workflows built specifically for your team. Whether you're an agent, manager, or admin—everyone gets a UI that works for them.
Create a fully branded, customer-facing interface tailored to your client, or applicant experience. From form design to logic flows, your POS reflects your process and your brand.
Integrate the tools you already use—seamlessly. With secure iframe embedding, we can place third-party platforms directly inside your Shape interface, giving your team one central hub.
Embed your favorite third-party platforms directly into your CRM—giving your team one seamless workspace without switching tabs or breaking focus.
Design intuitive, streamlined forms using custom fields tailored to your specific CRM workflows. Each form is purpose-built to align with your business processes
Build and deploy modular UI components to streamline unique processes like lead tracking, deal reviews, or support cases—all within your CRM.
Design dynamic, data-driven forms that adapt based on actions and input. Enhance data collection and UX across any device.
It depends on the tool. Some third-party platforms embed seamlessly without any extra work, while others may require coordination with their team. We’ll evaluate each one with you and help determine what’s possible based on their capabilities.
CustomUI is extremely flexible. A dedicated project manager will work with you to understand your goals and help design your ideal interface. If anything is technically complex or requires extra development, we’ll clearly communicate your options before moving forward.
Timelines vary depending on the scope of your vision, but many projects can be completed in a couple of days to a few weeks. We’ll give you an estimated timeline upfront once we understand your needs.
If you’re using Shape’s out-of-the-box tools, CustomUI isn’t required. For example, Shape already provides 80 customizable fields and flexible workflows by default. However, if you want those elements designed, arranged, and displayed in a way that’s tailored to your ideal layout and process, CustomUI is the next step.
CustomUI is a premium monthly add-on. This includes personalized setup, ongoing interface updates, and support from a dedicated project manager who will walk you through options and pricing before any work begins.
Yes—your CustomUI is designed to evolve with your business. Each plan includes a set number of revisions per month, so you can request updates as your needs shift. If you anticipate ongoing or more frequent changes, we also offer expanded plans to support more extensive customization.
