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.

As is it does everything a small business or single consultant needs except its painful to get clients to use the client portal once they have had a single email communication with you.

The perfect solution for Service Professionals and small businesses.

Overall, Vcita has done a wonderful job with their support team when in helping me maximize their features.

I like the fact that my customers and I receive confirmation of our appointments. I also am pleased that it is easy to use.

We've been using vCita for a while now and the service and features are amazing. Is speeds up our process, saves time, money and emails back and forth.

Calendar integration with my website, Revenue tracker, Invoicing, Easy of online payment integration.

Sometimes confusing, or sometimes things are worded weirdly meaning I have to spend a bit of time trying to configure it properly.

VCita lets me stay in contact with leads and older clients all in one place. I love the user-friendly interface that is also usable in the palm of my hand.

I appreciate excellent customer service as it sets apart the amazing companies from the good companies.

The cost is very reasonable and I am very satisfied and gladly recommend vCita.

Its also very American! which I find sometimes very difficult to deal with, acronyms and wording is sometimes confusing.

It was only allowing her to register one at a time. I ended up sending her an invoice to pay all at once instead of running her card 5 times.

I love the overall simplicity, practicality and professionalism of the system.

I love the simplicity and functionality of this product.

I look forward to exploring the software more and maximizing what it can do for my business success.

Great product, would like to be more personalized.

Able to customize scheduling page to be more professional and to distinguish services offered. Like the idea of client portal.

Our clients struggled with the appointment process and became frustrated with the system. We had to go another direction and were out $615 for only three months of service.

Ease of use, functionality, and ability to customize the time slots and responses is very helpful and necessary.

I like how easily it integrates with my website and how it creates links for me to share specific pages: either the scheduler or the contact form.

It has been great for scheduling appointments and keeping track.

Databases have to be synchronised manually which wastes time and is frustrating.

Ease of use and the customer service is above and beyond my expectations.

I love that new features are being added all the time. I love that I can integrate it with my website.

Had I not been charged for a full year which is non refundable, I would have cancelled already.

And if you are happy go on for the premium. Data is secured by multiple integrations, all your data is backed up.

What I appreciate most about vcita is that it is a one-stop shop where I have all the information I need about a particular client.

This software is easy to set up. Customer service walked us through the whole process.

Overall the tool has been a great help for us to streamline our processes.

The features of design and creating campaigns through email marketing was also easy to use and the looks where great.

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

vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses. Entrepreneurs and small business owners from different industries use vcita to manage their time, money, clients and marketing, all from one place.

From collecting payments to managing clients, scheduling appointments to sharing documents and much more, vcita has all you need to organize and grow your business. 

Using vcita, businesses can discover new opportunities for growth, extend their brand, drive more clients to engage and deliver unparalleled, personalized services.

File Management

Patient Records Management

Employee Management

Case Management

Multi-Channel Marketing

Messaging

Parent Portal

Business Card/Badge Scanning

Electronic Payments

Invoice History

Patient Engagement

Two-Way Audio & Video

Recurring/Subscription Billing

Practice Management

Real-time Scheduling

Mobile Alerts

Group Registration

Automated Responses

Rescheduling

Mass Texting

HIPAA Compliant

SMS Messaging

Score Tracking

For Salons and Spas

Drip Campaigns

Exercise Library

vcita offers various subscriptions, so you can find the best fit for your needs.

The Essentials plan adds online scheduling & event registration, online payments, and more advanced features ($19/month*)

The Business plan adds email campaigns, SMS marketing, client tags & follow-ups, client text messages, multiple staff accounts, team calendar, 3rd party integrations & analytics, and more advanced features ($45/month*)

The Platinum plan adds staff roles & permissions, auto-assignment rules, custom email & SMS notifications per service, integrations via API, and more advanced features ($75/month*)

*annual subscription pricing

Shape vs vcita

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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