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 features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.

Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.

Drip campaigns
Drip campaigns

Drip campaigns

Email

Email

RRE

RRE

Marketing sources

Marketing sources

Mortgage

Mortgage

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10



3 Reviews of Shape

Overall rating

4.5 / 5 stars

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Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

An Outstanding Software I Wish Would Last Forever

Pros

The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier. My favorite feature is the click to call feature as it saves me a ton of time when I need to make calls.

Cons

The layout is different from the previous systems I've used but after going through it all I actually prefer this layout vs. the others. No major cons that I can think of yet, just started using it - just wish I found it sooner.

Review Source: Capterra

Christopher from Crosson Agency

Industry:  Transportation

Number of employees:  11-50 employees

Ease-of-use

Functionality

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.

Review Source

Natasha from Jpani

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

We are using Setshape CRM for our company and is helps a lot mainly for recuriting services.

for account manager very easy to track with leads and keep up with sales pipline and report generation

Pros

Setshape's many features are very user friendly, one I liked/used a lot is the simplified email marketing that connects to outlook or gmail and lead priotization reports that helps to focus on the possible oppurtunites to make better decisions, Online intake form builder that really helpful that links to our software and the details are exported to our database.

Cons

Since we been using bulk email marketing, the additional charge/email sent and esignature seems to be extra unnecessary spending. For the pricing they charge as monthly fee these features can easily included without additional charge.

Review Source: Capterra

Displaying 1 - 3 of 3 reviews