Shape vs Dynamics 365
User Ratings & Reviews
Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.
Ease-of-Use
4.7 / 5
4.1 / 5
Value for Money
4.7 / 5
4.1 / 5
Customer Support
4.7 / 5
4.2 / 5
Functionality
4.7 / 5
4.3 / 5
Last Review Written
June 6, 2024
September 30, 2024
Pros/Cons
Pros
- I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible.
- Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.
- I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along.
Cons
- Terrible customer service glitchy and eSignature is garbage.
- Absolutely the Worst Customer Support that exists in the industry.
- Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software.
Pros
- I have been impressed by the power of its analysis and reporting tools. Thanks to them, I have been able to make more informed and strategic decisions to drive the growth of my business.
- The reports are clean and i love the multiple project document management through Dynamics 365 and the contacts management is good and analytics are very easy to create.
- Dynamics 365 is the perfect combination of a world class ERP and CRM. The customer and lead management is outstanding with countless options to simplify daily tasks for users.
Cons
- I always have the error message "an error' occurred, contact admin. I have not succestfully use this app on my phone.
- It needs some customization for your need and sometime it gives you errors and that is little unlikely to be in Microsoft products.
- It turns some people off to products when they have to wait for a live agent, and even worse- that's the only option. I didn't make this a priority simply because I'm not in the category.
Pricing
Pricing Range
$
$
$
$
$
$
$
$
$
$
Product Demo & Screenshots
Product Demo
N/A
Advisor Recommendations & User Awards
FrontRunners
The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.
N/A
FrontRunners
2022
Advisor Recommendations
Our industry-specific advisors recommend products based on specific business needs. Connect with us to get your personalized recommendations.
7 Recommendations
N/A
Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
