Shape
Shape
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
Other Top Recommended CRM Software
Most Helpful Reviews for Shape
1 - 5 of 35 Reviews
Jedd
Verified reviewer
Financial Services, 11-50 employees
Used daily for less than 12 months
Review Source: Capterra
This review was submitted organically. No incentive was offered
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSI was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!
CONSThere 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
Real Estate, 1,001-5,000 employees
Used daily for less than 2 years
Review Source
This review was submitted organically. No incentive was offered
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
CONSI would say price, agents like to keep overhead low but this definitely is worth every penny.
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.
Michael
Financial Services, 11-50 employees
Used daily for more than 2 years
Review Source
This review was submitted organically. No incentive was offered
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Hands down the best CRM - and I've used many
Great experience. They seem to constantly be developing and building new features which I love.
PROSIt has EVERYTHING. Built in phone, e-mail, texts there's even a calendar solution that's tied to the rest of the system AND project management (we used to have trello but we got rid of it and only use Shape now). Lead distribution, marketing automation, and contact management way superior to anything I've used before.
CONSI don't have any cons to say about Shape. The system is awesome and the support and service is second to none. Anytime I have a question or request it's handled that same day - UNHEARD of with any other CRM software solution.
Anonymous
51-200 employees
Used daily for less than 12 months
Review Source: Capterra
This review was submitted organically. No incentive was offered
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed 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
PROSnothing This software company is terrible
CONSesignature mapping never worked properly
Reason 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
Information Technology and Services, 10,000+ employees
Used daily for less than 2 years
Review Source
This review was submitted organically. No incentive was offered
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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
PROSEase of use, accountability, incredible customer service, and reliability
CONSIt was a bit out of our budget, but after using the system and experiencing the service it’s definitely worth the investment
Reason 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
