Shape Software

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Recommendations

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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

SECONDARY RATINGS

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Showing 1 - 5 of 28 reviews

User Profile

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
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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

HubSpot CRM

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
2

Ease-of-use

out of 5
2

Value for money

out of 5
1

Customer support

out of 5
1

Functionality

out of 5

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
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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

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