Your CRM, built around turning enquiries into booked work.
Capture enquiries, manage conversations, automate follow-up and keep your business moving with ShapeShift CRM. Get started with guided onboarding, or let our team help build your client growth system around the way your business works.
Client Journey
Active Pipeline
New Enquiry
Just nowFollow-Up Sent
2 mins agoBooking Requested
1 hour agoQuote Follow-Up
1 day agoReview Request
3 days agoClient Reactivated
1 week agoGood enquiries should not disappear because the system is messy.
Most service businesses do not lose leads because they do not care.
They lose leads because the follow-up process depends on people remembering what to do next while they are already busy with clients, jobs, meetings, calls and admin.
A new enquiry comes in. Someone means to reply. Someone else thinks it has already been handled. A quote goes out but nobody follows up. A past client would have come back, but never hears from the business again.
ShapeShift CRM gives your business a clearer way to manage what happens after someone enquires, so fewer opportunities fall through the cracks.
Missed enquiries
Leads from different sources getting lost in scattered inboxes or forgotten during busy days.
Slow or inconsistent follow-up
Taking too long to reply, meaning the potential client has already called a competitor.
Quotes and past clients going cold
Sending a quote and hoping they reply, or never checking in with past clients for repeat work.
What is ShapeShift CRM?
ShapeShift CRM is a client growth system for Australian service businesses. It connects enquiry capture, conversations, bookings, quote follow-up, reminders, reviews and client communication into one practical platform.
Get started with guided onboarding to manage it yourself, or work with our team to map and build your core client journey so more enquiries become booked work.
The goal is not more software. The goal is a smoother path from first enquiry to booked, looked-after and returning client.
New lead added to pipeline and welcome SMS sent.
Appointment scheduled and reminder sequence started.
One system for the journey from enquiry to repeat client.
Capture every enquiry
Collect leads from your website, forms, ads, social channels, phone calls or booking links.
Respond faster
Send instant acknowledgements, missed-call replies and internal notifications so new leads are not left waiting.
Manage bookings or quotes
Move enquiries through a clear pipeline from new lead to booked call, quote request, proposal or client.
Follow up consistently
Automate email and SMS follow-up so good leads do not disappear when the team gets busy.
Create a smoother client experience
Use reminders, onboarding messages and simple handover steps to reduce confusion and improve trust.
Grow reviews, referrals and repeat business
Request reviews, encourage referrals and reactivate past clients with simple nurture campaigns.
Fast follow-up feels like professionalism.
When someone enquires, the first response shapes how they feel about your business.
A fast, helpful reply builds confidence. A clear next step reduces hesitation. A reminder before an appointment lowers friction. A thoughtful follow-up after the work is done makes the experience feel more complete.
ShapeShift CRM helps you create those moments consistently, without making every touchpoint feel automated or cold.
Automation should support the relationship, not replace it.
The first three journeys every service business needs.
New enquiry to booking or quote
When someone enquires, they should receive a fast response and a clear next step. We help set up the pipeline, notifications and follow-up needed to move new leads forward.
Booking to reminder to client experience
Once someone books, they should know what happens next. We help set up confirmations, reminders and simple onboarding steps to reduce confusion and no-shows.
Completed service to review, referral or repeat work
The relationship should not end when the job is done. We help set up review requests, referral prompts and reactivation campaigns so past clients are not forgotten.
Built for service businesses that have outgrown manual follow-up.
ShapeShift CRM is best for established businesses that already receive enquiries, calls, bookings or quote requests, but need a clearer system to manage what happens next. Choose guided onboarding to build it yourself, or let our team build it with you.
This is a strong fit if:
- You sell through enquiries, bookings, consultations or quotes.
- You know some leads are not being followed up properly.
- Your team needs one clear process.
- You want automation that still feels human.
- You want access to the CRM, with or without expert help building it out.
Not a good fit if:
- You need a full enterprise platform like Salesforce, Dynamics or HubSpot Enterprise.
- You are not receiving enquiries yet.
- You want every system in your business rebuilt at once.
Not another CRM for you to figure out alone.
Most CRMs give you a login and leave you to decide what to build.
With ShapeShift CRM you can start with a guided onboarding session and build it yourself, or work with our team to map and build your core client journey. How enquiries come in. What happens next. Where leads get stuck. What your team needs to see. What should be automated. What should stay human.
Either way, you get a platform built around the way your business actually works.
Keep the systems that run your business. Fix the client journey that grows it.
Your CRM. Your way.
Whether you love building your own systems or would rather have an expert help put everything together, there is a way to get started with ShapeShift CRM.
CRM Essentials
Your CRM. We will help you get started.
No setup fee
Get the tools to manage your leads, bookings, conversations and automations, plus a personal onboarding session to help you find your feet.
Your 60-minute session is designed to help you get connected and familiar with the platform. Custom workflow builds, migrations, ongoing technical support and advanced configuration are not included.
Your free onboarding appointment becomes available after your first successful monthly subscription payment.
Client Growth System
Your system, built with expert support.
For service businesses that want more than software access. We help map and implement your core client journey so enquiries become bookings, clients and repeat business.
Limited to the first five suitable businesses.
Both options include ShapeShift CRM subscription fees. SMS, calls, email sending, AI features and premium integrations may incur additional usage-based charges.
Founding Client Growth System
For the first five suitable businesses ready to launch their core client journey inside ShapeShift CRM.
Our founding offer is designed for service businesses that want their lead, booking and follow-up process built and managed by our team, without overcomplicating the first stage.
Founding Partner Price
Usage billed separately
SMS, calls, email sending, AI features and premium integrations are billed separately based on usage.
What your Client Growth System setup includes
These inclusions apply to the Client Growth System option, where our team builds and launches your core client journey.
How to get started
Two ways to launch with ShapeShift CRM. Build it yourself with guided onboarding, or have our team build your core system with you.
Sign up for ShapeShift CRM
Start your subscription and get instant access to your CRM workspace.
Access your CRM workspace
Log in and explore the tools for contacts, pipelines, calendars and automations.
Book your onboarding session
Once your first subscription payment is successful, book your complimentary 60-minute guided session.
Build and manage your system
Use your onboarding guidance to connect your domain, email and calendar, then build your own pipelines and automations.
Our 30-Day Go-Live Promise
Once we have the access, information and approvals needed, we aim to launch your agreed core client journey within 30 days.
If we miss the agreed go-live window due to delays on our side, your next month of ShapeShift CRM access is free.
This promise applies to the Client Growth System. Timeline depends on receiving required access, assets, approvals and business information from your side.
ShapeShift CRM FAQs
Ready to make your CRM work for your business?
Get started your way. Build it yourself with guided onboarding, or work with our team to create a connected system for your enquiries, bookings and follow-up.
No pressure. We will only recommend the option that genuinely fits your business and current stage.