Drip campaigns
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10About 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. ...
19 Reviews of Shape
Average User Ratings
Overall
4.95 / 5 stars
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
Likelihood to Recommend
Not likely
Very likely
January 2019
Jedd from Assent Inc.
Verified Reviewer
Company Size: 11-50 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
January 2019
Jenna from Dasine
Company Size: 2-10 employees
Industry: Human Resources
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
January 2019
Shape Software CRM
Shape Software is our most valuable business tool. Forget about complex and expensive CRM tools, Shape is the first software system that actually make the salesman's job easy. In addition, Shape's development team is always rolling out new and improved features on a regular basis, which makes me feel confident that they take pride in keeping up with current technology.
Pros
Shape Software is intuitive, organized, customizable, and great for any sized company. It's been our most valuable tool in helping to streamline our processes. Your are able to test out all of the features of Shape for 14 days free with their trial to get a better feel for how it works. Shape is very reasonably priced and comes with all the CRM necessities to run most businesses.
Cons
Sometimes when you add or change information, you have to refresh in order to show the changes. Another function that I'd like to see added in future releases is batch de-duplication.
May 2018
Christopher from Crosson Agency
Company Size: 11-50 employees
Industry: Transportation/Trucking/Railroad
Time Used: Less than 6 months
Review Source
Ease-of-use
4.0
Functionality
4.0
May 2018
A user friendly CRM with lots of features and Cutomization.
Pros
A nice cloud based CRM that is very flexible to many business models. Easy to automate tasks that are done daily. Easily accessible from your mobile phone as well.
Cons
No much that is bad to say about this software. It is packed with alot of features so figuring out the best way to use it for your business can take some time.
February 2021
Jason from Scott Griffin Financial
Company Size: 2-10 employees
Industry: Real Estate
Time Used: Less than 6 months
Review Source
Ease-of-use
5.0
Customer support
5.0
Functionality
5.0
February 2021
New to Shape
Pros
How helpful [SENSITIVE CONTENT HIDDEN] is with the integration. She provides elite client service and makes us really feel like part of the team.
Cons
The setup process is a lot for in-house.
November 2020
Joseph from Basic Irrigation Services
Company Size: 51-200 employees
Industry: Construction
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
November 2020
Helpful Beyond Belief
Overall, I am excited to continue using Shape. I believe it will streamline communications and records.
Pros
Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records. With Shape this is a breeze. Anything you can imagine needing to keep records of, Shape has. It is an all-in-one platform that keeps companies together.
Cons
I have zero complaints. The software exceeded my expectations.
