Solutions for sales teams | ShapeKit
Solutions for sales teams
One pipeline. Every rep sees what they need.
Your CRM dashboard shows the same view to every rep. Top performers waste time filtering. New reps get overwhelmed. Managers can't see the forest for the trees. One pipeline, shaped per role.
Start building free See how it works
Ridgeline CRM Deals pipeline
| Deal | Stage | Owner | Value | Close date | Territory |
|---|---|---|---|---|---|
| Vantage Health | Negotiation | Leila | $120k | Jun 7 | East |
| Meridian Corp | Proposal | Leila | $84k | Jun 14 | East |
| Anchor Supply | Discovery | Marco | $31k | Jun 28 | West |
| Crestfield Tech | Proposal | Priya | $55k | Jul 3 | Central |
| Shoreline Media | Discovery | Marco | $22k | Jul 10 | West |
Discovery
Anchor Supply
$$31kDiscovery
Shoreline Media
$$22kDiscovery
Proposal
Meridian Corp
$$84kProposal
Crestfield Tech
$$55kProposal
Negotiation
Vantage Health
$$120kNegotiation
One pipeline. Every rep shapes their own view.
The problem
Sales tools are built for the average rep. Nobody is the average rep.
Every rep wants different columns, filters, and sort orders.
Pipeline reviews require custom exports to spreadsheets.
Managers and reps need fundamentally different views of the same deals.
How ShapeKit fits
Build the pipeline once. Define your deal stages, fields, and data model. Ship the core CRM view.
Reps shape their view. Each rep describes what they want to see. Territory-based. Close-date sorted. Filtered by deal size. Their pipeline, their way.
Managers keep the overview. While reps shape individual views, managers see the full pipeline. Team performance, forecasting, and deal health in one place.
What you get
Reps sell, not filter
Reps open their dashboard and see their deals, their way. No filtering. No scrolling. No wasted time.
Pipeline reviews in the tool
Stop exporting to spreadsheets for Monday meetings. Reviews happen in the live tool with current data.
Faster onboarding
New reps describe what they want to see. AI shapes their view from day one. No training on complex filter configurations.
Common questions
Can reps only see their own data?
You control visibility. Reps see their deals. Managers see the team. Admins see everything. Standard role-based access.
Does it integrate with our CRM?
ShapeKit skills sit alongside your existing CRM. You connect the data layer. Reps reshape the view.
Can reps share useful views?
Yes. A rep finds a great pipeline layout. They share it. Other reps adopt and adapt it. Good views spread across the team.
What about data security?
You define field-level permissions and data access rules. ShapeKit enforces them. Reshaping the view never exposes restricted data.
Stop building pipeline views. Let your reps shape their own.
One pipeline. Every rep sees what they need. No more layout tickets.