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.

YetiForce works perfectly and I have never had any big issues. They seem to make it better and better with each new release.

If your business is small like mine, you can slim it down to suit your needs. Highly customizable with a very large and supportive community.

Totally, it's an excellent web application that might be used by anyone in different disciplines such as end-user, administrator, and developer.

What I like about Yetiforce, is that although it is a free download tool, it is very complete and intuitive.

There is no usermanual at this moment, and the PDF module is not that extended. Sometimes it's hard to upgrade the system to a new version.

Feature rich, easy to customize, ability to create your own modules, fast loading (no shaky screen transitions like my old vtiger used to do), superbly integrated with components such as Roundcube.

It is a decent application that requires no subscription or license fees. I would recommend it to everyone who is looking for a reliable open source CRM.

It's open source and built with PHP and Mysql, so can easily setup on your on localhost or your remote server, and any other platforms that supports Apache.

It's fast even when you are handling huge database. Moreover, it is clear and coherent and for the above mentioned reasons it has been a great support for us.

YetiForce is an all-in-one solution and still remains free. When I first found YetiForce I wasn't sure how good a free CRM can be judging from my previous experience but I was pleasantly surprised.

It's very user friendly and easy to navigate, you can customize pretty much anything you want. You get exactly what they promise - a complete and fully functional system for free.

This is really amazing crm, what make better job on my company! easy to install, easy to use and with great community.

It is easy to set up and use,  nice GUI, excellent and elastic support. They can implement custom module for You.

There is no complete manual guide, only depends on issues posted on github.

It increased efficiency for accounting and project related processes, and saved us a significant amount of money.

Offline installation, safe code, many many many features (you're good when you use 10% of them), nice responsive interface, e-mail integration, customization, ease of maintenance and backup.

Strange to have a GDPR module for Europe but no EU currency.

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

YetiForce is a hybrid open source customer relationship management (CRM) solution that caters to midsize and large businesses across various industries. The platform helps users manage their interactions with existing and potential customers. Key features include task and territory management, email marketing, lead management and scoring and internal-chat integration.


YetiForce allows administrators to customize their dashboard to show modules such as time control, calendars, tickets and leads. Administrators can also change the visibility of specific widgets for different users and add custom widgets with filters.


Yetiforce features a built-in email module that helps users send and receive mail directly. Users can also link emails to contacts, leads, accounts, partners, competitors and various processes and sub-processes.


YetiForce can either be deployed on-premise or hosted in the cloud. Support is offered via phone, email and online FAQs.



Shape vs Yetiforce CRM

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