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.

From taking the decision to having it running, no more than a week passed by.

Simple is key and that's the main adjective to it. KISS: Keep it Simple and Straightforward fits this software perfectly.

I like it because it is simple, efficient and reliable.

The strengths of this software are that it is very easy to implement and to use. It is easy to onboard service providers.

As said above, the reporting of problems is often a bottleneck in traditional systems whereby one will see the problem and will have to call/email/ or phone the helpdesk to report it.

Integration with our existing CAFM is possible but the overlap of functionalities has made it difficult for our IS teams to draw the line.

Ease, simplicity, efficiency , scalable , geotag , easy to implement , simple ergonomics , Advice and manager web service.

Easy to use and easy to integrate with other softwares.

It is easy to setup the product and to deploy it. Mobile applications are very useful.

We have several offices and Urbest helps us centralize all requests and act as efficiently as possible. This is very important for our teams.

On voudrait pouvoir tout gérer dans Urbest , ou au moins aussi facilement que dans ce logiciel.

Difficult to fault this software. Yes maybe it doesn't have all the features of a Maximo (IBM) or Planon but do we need these features.

We highly value the ease of use and its simple integration into our work environment.

The simplicity, user friendliness, modern approach and workflow. It makes FM so simple it's a surprise that we didn't already switch to it.

Very easy to use, our team is very happy to use this software daily.

Customers are more satisfied. The property manager it lso is benefitting.

And that is the essence of a good system where the whole community is involved and one can see how her/his issue is resolved in near real time.

The gain of time Urbest provides is very impressive.

We were able to bring a single Customer service, we improve communication on intervention request from our customers. The traceability is much better.

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

Urbest is a collaborative software that helps teams to organise communication, tracking, management and evaluation of tasks for general services and maintenance.
Get rid of emails, SMS and other spreadsheets by putting all your tasks in Urbest. The calendar will help you plan the workload of your teams.

Urbest checklists allow you to share control routines (monthly, yearly...) and, for example, to respect your regulatory controls.
The indicators generated instantly can be exported and allow you to set up action plans. 

Finally, the possibility of integrating documents and files into Urbest enables your teams to be efficient by having the right information at all times.


Urbest saves 30 to 90 minutes per day thanks to easy access to information, task automation and automatic reminders.

Urbest means : 
- 200+ hours saved per year per person;
- 250,000 people served;
- 5.5 million m2.


Support Ticket Management

Real Time Analytics

Employee Management

Work Order Creation

Surveys & Feedback

User Management

Claims Tracking

Dispatch Management

Job Costing

Real-Time Monitoring

Project Management

Job Management

Payor Management

Multi-Location

Technician Management

Bid Management

Maintenance Management

Tenant Tracking

Multi-Channel Communication

Queue Management

Preventive Maintenance

Real-Time Notifications

Forms Management

Service History

Workflow Management

Real-Time Updates

Email Management

For Schools

Residential Properties

Asset Tracking

Activity Dashboard

Inspection Management

Alerts/Notifications

Time & Expense Tracking

Automated Scheduling

Work Order Management

Billing & Invoicing

Pricing starts from $600 per year. Contact Urbest for more information.

Shape vs Urbest

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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