Shapewise Agency CRM
Win the client. Then onboard them without the chaos.
Clients, onboardings and deliverables in one CRM built for digital agencies — with health scores, sign-off gates and client-portal sync.
You’re on the list. We’ll email you on 25 December.
How big is your team? Helps us plan seats.
Thanks — noted.
Launching 25 December. Early sign-ups get first access.
Onboarding you can see. Kick-off → Access & assets → Setup → QA → Live. Each stage asks for what it needs before a client moves on.
- Clients
- Onboardings
- Deliverables
- Health scores
One page per client launch
Primary contact, go-live date, deliverables and the full conversation trail, in one place.
Your agency at a glance
Launches at risk, stalled access requests, overdue deliverables and today’s tasks.
Hand-offs that happen on time
Kick-off agendas, asset reminders and sign-off nudges fire on their own when stages change.
Shape it to your services
Retainers, sprints, campaigns — add the objects and fields your agency runs on, straight from the UI.
Clients with a pulse
Health, MRR and owner in saved views your whole team shares.
Everything underneath is already built.
Roles down to the field
Decide who sees which records and which fields — passports, salaries, margins.
API, webhooks and SDK
Signed webhooks, scoped API keys and a typed SDK for your own apps.
Audit log
Every change and sensitive read, with who, when and from where.
Notifications that act
Approve, replay or reassign straight from the alert.
Search everything
Find any record from anywhere with one shortcut.
Import in minutes
Bring spreadsheets across with field mapping and dry runs.