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.

We feel we get excellent value for money with this product.

In addition, it is possible to retrieve the correct data from TOPdesk. Furthermore, the TOPdesk developers are continuously working on improving the product.

TOPdesk is a quality solution, supported by quality people and at a very affordable price.

Very specific pointed towards the IT world, such as for a printer defect. But not the ideal solution for a more general type of ITSM application.

No drag and drop for adding files to incidents.

We currently use Incident, Problem, Change and Operations Management successfully and are very excited about continuing to improve our processes with such a knowledgeable partner at our side.

TOPdesk is a good placeholder for tracking and maintaining customer updates & items in process.

Form designer is a bit limited and the advanced custom form development tool is difficult to use. A couple of elements of the product still need to be administered via an external tool.

TOPdesk is very easy to use. The software is full of useful functionalities.

Everything you need voor your incident, change and problem processes.

This prompted our work to be postponed for a couple of weeks. Months after, we sometimes have stimuli that just don't work well.

Changes are therefore made in no time. You also have the option to generate reports.

Wise to ask for a demo to help you decide, which is the best for your requirements.

Finally, I love the fact that the search feature is very dynamic and very fast which enables analysts to search very quick for a ticket.

The restriction to just 2 levels of an item. E.g. Main and Sub Category, Branch and Sub Branch.

TOPdesk has been a great asset enabling us to improve our customer service.

The customer support is excellent. The API enables you to build incorporations into other tools without dependence on marketplace applications.

The creation of tickets and the overal feel of topdesk isn't too difficult. Also the automatic importing of mails is a nice feature.

It helps businesses offer the best services to their consumers.

The worst part about topdesk, is learning how to use it.

Very good work done by TOPdesk leaves me in no doubt that it is one of the best companies currently in the field of help desks.

The User Interface with both self-service terminals and the manager portals is new, and we also like how recommended information articles appear instantly when an event happens.

One weakness, developing workflow-based email prompts is very complicated and time taking. Our implementation representative also had a rough time setting it up the trigger points to deal with.

This was a very big jump from our previous Service Desk management tool. It is very fast, has many features, is easy to use and has many different escalation routes.

The API provides an easy way for bulk updates to items in TopDesk to be applied.

It provides spectacular functions that allow you easily customizable construction. The interface is very intuitive.

It is probably best suited for smaller companies without a need to advanced routing. TOPdesk looks to be continuing to develop more modules.

This has been a great innovation and development. Great customer support, which is really important.

From 1st visit to build to launch everything was so professional. Everyone I spoke to was an excellent ambassador for the company.

Easy to use and gets you a clear overview over support cases.

No 24hr clock when regional setting is set to GMT.

The deadline function is also super helpful as it allows you to see when something needs to be seen to urgently.

The support team encourage you to adapt the system to complete new activities they have not as of yet thought of. The API and flows support built in by default make this a very powerful system.

The ability to have a self service portal and knowledge bases are great features we are building on a lot. The imeplementation was very good, straightforward, simple and no post implementation issues.

TopDesk is easy to use and easy to get other teams up and running using it. We also find it easy to admin.

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

Making service happen with TOPdesk
TOPdesk is an IT service management (ITSM) platform designed to help busy service teams at midsized businesses (250-5000 employees) regain control of their work and make service happen.  
TOPdesk believes in ‘think big, start small’. Low-effort, step-by-step service improvements will help you exceed customer expectations without any added pressure. It's why the TOPdesk platform is quick to set up and easy to tweak, with best practices and personal guidance from us to help you succeed. 

Taming service desk chaos
As a first step, TOPdesk brings calm to any overwhelmed service desk. We use best practices to set up the software and standardize processes like ticket management, asset management, change workflows, and knowledge management. 
With TOPdesk's features, your IT service desk staff can: 
- Keep track of assets within your organization
- Prioritize incoming tickets, and assign tasks automatically based on operator capacity 
- Increase transparency around ticket status
- Stay on top of your team's workload with customizable reports and dashboards
- Capture and share critical knowledge within the service desk and with end users
What's more, the Self-Service Portal enables end users to submit requests and read FAQs without having to contact the service desk, which frees up everyone's time. 

Breaking silos and improving collaboration
With less chaos at your service desk, you can focus on improving your service delivery even further. Because it's easy to expand TOPdesk to other service departments like HR or Facilities, you can improve collaboration and set up a shared service portal. This helps you break silos between service desks and enables a smoother customer experience.   

What will TOPdesk help you achieve? 
Improving your service delivery step by step, your service desk will:
-Stop firefighting and regain control of your ever-increasing workload.
-Improve communication and transparency with end users. 
-Be noticed and appreciated for your on-time, consistently great services. 
-Continue to meet expectations, find time for valuable service improvements, and help shape an organization where all employees can thrive.   

What makes TOPdesk's implementation and product support unique?
TOPdesk's platform is a standard solution, but flexible enough to personalize. Our in-house experts use best practices to set up the platform and optimize it around your specific situation. This unique approach means your service team can get started easily without having to reinvent the wheel. The software is simple and attractive, making it pleasant to use and quick to adopt within your organization.
With plenty of available integrations and an API, TOPdesk becomes part of your ecosystem and works seamlessly with your other tools. 
Once set up, TOPdesk remains an affordable solution. During implementation, you will receive training based on the ‘train-the-trainer' approach, empowering your team to easily adjust and maintain the tool without any help.  
With 25+ years' experience helping organizations like yours, our 900 in-house specialists in 11 countries are rooting for your success and just a phone call away. Product support is available from our local support agents 24/5, and consultants offer guidance every step of the way. You will also become part of the TOPdesk community of experts and peers,    here to share tips and tricks for service improvements, so you can continue to learn and grow. 
TOPdesk is available as SaaS and on-premises deployment. Licensing is flexible and subscription based. 



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