Shape Software
About Shape
Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.
Shape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.
Shape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional feat...
Shape Pricing
$99/user/month billed monthly
Starting price:
$99.00 per month
Free trial:
Available
Free version:
Available
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Shape User Reviews
OVERALL RATING
Showing 1 - 5 of 28 reviews
Jedd
Verified reviewer
Company size: 11-50 employees
Industry: Financial Services
Time used: Less than 12 months
Review Source: Capterra
This review was submitted organically. No incentive was offered
January 2019
This is the best CRM a mortgage company can use! And competitively priced too!
Great customer service! They were very quick to help when I had questions or needed any assistance.
Pros
I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!
Cons
There really wasn't any draw backs... I just wish I found them before I made my previous commitment to the CRM company I was using, I could have been saving money and had access to a superior software a lot sooner.
Kari
Company size: 1,001-5,000 employees
Industry: Real Estate
Time used: Less than 2 years
Review Source
This review was submitted organically. No incentive was offered
January 2022
Excellent Product for Real Estate Agents
Pros
Great product to keep all your clients organized and updated throughout the process. Easy to use marketing automation. I have other marketing automation systems and its so confusing. This is straight forward and every effective.
Cons
I would say price, agents like to keep overhead low but this definitely is worth every penny.
Alternatives Considered
Reasons for switching to Shape
Shape Software provides the main and important functionality that you need from a CRM. Shape is much better CRM than salesforce for the provided values after all the add-ons its wayyyy cheaper to use. As well as ease of use.
Anonymous
Company size: 51-200 employees
Time used: Less than 12 months
Review Source: Capterra
This review was submitted organically. No incentive was offered
April 2022
Terrible customer service glitchy and eSignature is garbage
went with [SENSITIVE CONTENT] and Monday and couldn't be happier and we saved money
Pros
nothing This software company is terrible
Cons
esignature mapping never worked properly
Reasons for choosing Shape
eSignature was something we liked and construction management capabilities
Reasons for switching to Shape
Zoho was getting expensive, but it worked much better
Madina
Company size: 10,000+ employees
Industry: Information Technology and Services
Time used: Less than 2 years
Review Source
This review was submitted organically. No incentive was offered
January 2022
Amazing tool, saved us daily hours and expenses!! Highly recommend
I have had an amazing experience with the software and team behind this all
Pros
Ease of use, accountability, incredible customer service, and reliability
Cons
It was a bit out of our budget, but after using the system and experiencing the service it’s definitely worth the investment
Reasons for choosing Shape
I’ve heard many great things and people have been happy with this service
Reasons for switching to Shape
Looking for something more reliable and complete package
Dorsa
Company size: 2-10 employees
Industry: Human Resources
Time used: More than 2 years
Review Source
This review was submitted organically. No incentive was offered
February 2022
Great system for prospecting and contact management
Great overall experience.
Pros
The contact management and pipeline tools make our prospecting a lot easier. We use the system to share notes, share call recordings on leads and pretty much manage everything now. E-mail and text drip campaigns have automated a lot of the work we used to do as well. Would highly recommend Shape.
Cons
No cons that I can think of, we like the software.
Reasons for switching to Shape
Too difficult to figure out
