Ease of use, accountability, incredible customer service, and reliability.

I worked with the executive to build a custom system and I love it. It’s working out extremely well.

Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software.

All of us in the company love this CRM. Very helpful and user-friendly.

They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs.

I really don't have a lot of bad experience with Shape Software.

I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to  file sharing easily accessible.

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.

The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner. The software is intuitive and easy for anyone to use.

Shape Software is intuitive, organized, customizable, and great for any sized company.

Shape software is easy to use, intuitive, and just the perfect software.

It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.

I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

I have had an amazing experience with the software and team behind this all.

I haven't really found anything I don't like about this program.

Overall, I am excited to continue using Shape. I believe it will streamline communications and records.

This a must in our business,  I couldn’t conduct business without the CRM, they have amazing support and training material.

Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support.

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.

Fast response, easy to use website, very easy to request a demo.

Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the portal to.

I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it.

This is the best CRM a mortgage company can use. And competitively priced too.

I like the way they organize their graphs. They make it super easy to understand trends.

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software.

I have to say i'm impressed with this product and will recommend if the time comes.

Calling delayed at times on some workstations.

Ease of use, being able to look up people by phone or email is also helpful.

Great tool priced well and does exactly what I need.

Snapforce has completely streamlined our company's process for on-boarding new clients. Company wide implementation of the software was executed with ease and very little resistance.

A sales tool being sold by people who have no idea on how to handle clients is an oxymoron.

Easy to use for my sales team, lead tracking and monitoring through stages from Cold to Hot Lead is super easy.

You have no support, you never answer the phone and you haven't solved any of my issues since day 1.

In its entirety the product actually provides a genuine feeling of satisfaction and is speaking with your support team is a real pleasure.

I am very happy with the product and so far they have fantastic service.

Now, it is virtual tradeshow leads and Linkedin. It is easy to assign every rep we work with globally to the main company.

They are extremely knowledgeable, and any issues get solved within 24 hours.

Was concerned all the things I needed to get done would be too much for me to do alone.

Don't be fooled by pretty colors and customization galore.

I had to take it over from there. I know how my employees work the best.

Support team was very helpful and a pleasure to work with.

We've sunk so much time and money into this CRM, we could've hired 2 full time employees to build and manage our own CRM, but what fun would that be.

I like the fact that it's easy to use and the tech support is awesome.

I used Snapforce for contact database purposes and it was difficult to navigate especially with multiple users on at one time.

We like taking bets on whether or not our reports will run or end up blank in excel, that's the most exciting part of my day.

Service and Response is the key to any CRM. There are no others better than this company.

I like the fact that it's easy to use and the tech support is awesome. I haven't discovered anything I dislike, yet.

The only CRM that is affordable and able to stand up next expensive solutions such as Salesforce. Very intuitive, and honestly elegant.

Pleasant experience, the support team is helpful and responsive.

US Dollar

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.



LongDescription

For Property Managers

Document Templates

Cataloging/Categorization

Escrow Management

Customer Surveys

Forecasting

Faculty/Staff Management

Status Tracking

Admissions Management

Internal Chat Integration

Payment Processing

Financial Aid Management

Application Management

Product Catalog

HUD Settlement Statements

Time Tracking

Fee Management

Lead Capture

Customizable Reports

Document Storage

Student Portal

Proposal Generation

Access Controls/Permissions

Activity Tracking

For Investors & Traders

Cafeteria Management

Progress Tracking

Digital Signature

Customer Service Analytics

Housing Management

Property Tax Management

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Financial Management

Cash Flow Analysis

Electronic Signature

Client Database

Calendar/Reminder System

Relationship Tracking

Invoice Management

Portfolio Management

Attendance Tracking

Strategic Planning

Third Party Loan Origination

Student Information/Records

Knowledge Management

Pipeline Management

Communication Management

Customer Database

Flyer Printing

Class Scheduling

Team Assignments

School District

Calendar Management

Closing Documents

Customizable Fields

Collaboration Tools

Lender Search

Commercial Property Management

Commercial Mortgages

Full Text Search

Call Center Management

Template Management

Loan Processing

Scheduling

Data Import/Export

Parent/Student Portal

Accounting

Customer Support

Special Education

Assessment Management

Email Templates

Self Service Portal

Contact Management

Facility Management

Audit Trail

Loan Servicing

XML/RSS

Scoring

Loan Origination

Lead Management

Email Marketing

Mobile Access

Online Payments

Property Database

Sales Reports

Library Management

Survey/Poll Management

Compliance Management

Electronic Applications

Performance Metrics

Curriculum Management

Routing

Territory Management

Amortization Schedule

Mac OS

Web browser (OS agnostic)

Windows 10

Email/Help Desk

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Shape

In Person

Live Online

Webinars

Documentation

Snapforce offers a customer relationship management (CRM) system with three price options. This cloud-based product is a fit for B2B and B2C companies in almost any vertical and comes with a virtual phone system included with the solution.


At the core of this system is the sales automation module. In addition, it offers integrated functionality for marketing automation, customer service and support, Web self-service, call center, field service, social CRM, help desk, channel management and knowledge management.


Snapforce offers call center employees immediate access to complete customer profiles with information like calls, emails and notes to learn about customers, track previous interactions and monitor patterns.


Snapforce will automatically log all calls made by agents from their office or morbile phones. Using this information, managers can then report on business using real-time call volume metrics.


It is available on a per user per month subscription basis.



Commenting/Notes

Support Ticket Management

Employee Management

Call Transfer

Electronic Payments

Leaderboards

Activity/News Feed

IVR/Voice Recognition

Automatic Call Distribution

Voice Mail

Blended Call Center

Projections

Call Recording

Call Logging

Activity Management

Assignment Management

Sales Trend Analysis

Process/Workflow Automation

Lead Generation

Text to Speech

Opportunity Management

Outbound Call Center

Inbound Call Center

Call Scripting

Vendor Management

Training Management

Call Reporting

Marketing Automation

Queue Management

Support Ticket Tracking

Client Portal

Social Media Integration

Starts at $12 per user

Additional Add-on's available.

Shape vs Snapforce

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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