About Shape

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 bu...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

20 Reviews of Shape

Average User Ratings

Overall

4.75 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(18)

18

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 20 results

January 2019

User Profile Picture

Jedd from Assent Inc.

Verified Reviewer

Company Size: 11-50 employees

Industry: Financial Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

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

Great customer service! They were very quick to help when I had questions or needed any assistance.

Pros

I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!

Cons

There really wasn't any draw backs... I just wish I found them before I made my previous commitment to the CRM company I was using, I could have been saving money and had access to a superior software a lot sooner.

January 2019

Jenna from Dasine

Company Size: 2-10 employees

Industry: Human Resources

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

Shape Software CRM

Shape Software is our most valuable business tool. Forget about complex and expensive CRM tools, Shape is the first software system that actually make the salesman's job easy. In addition, Shape's development team is always rolling out new and improved features on a regular basis, which makes me feel confident that they take pride in keeping up with current technology.

Pros

Shape Software is intuitive, organized, customizable, and great for any sized company. It's been our most valuable tool in helping to streamline our processes. Your are able to test out all of the features of Shape for 14 days free with their trial to get a better feel for how it works. Shape is very reasonably priced and comes with all the CRM necessities to run most businesses.

Cons

Sometimes when you add or change information, you have to refresh in order to show the changes. Another function that I'd like to see added in future releases is batch de-duplication.

February 2021

Jason from Scott Griffin Financial

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

February 2021

New to Shape

Pros

How helpful [SENSITIVE CONTENT HIDDEN] is with the integration. She provides elite client service and makes us really feel like part of the team.

Cons

The setup process is a lot for in-house.

March 2021

Aidan from GrowOp Agency

Company Size: 2-10 employees

Industry: Design

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

1.0

Customer support

1.0

Functionality

1.0

March 2021

Shady Employees

Pros

Wanted to give them a shot as they were seemingly new to the market.

Cons

Employees were very shady, sales manager called from blocked number and gave only contact info for his "secretary" who never responded.

November 2020

Joseph from Basic Irrigation Services

Company Size: 51-200 employees

Industry: Construction

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2020

Helpful Beyond Belief

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

Pros

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records. With Shape this is a breeze. Anything you can imagine needing to keep records of, Shape has. It is an all-in-one platform that keeps companies together.

Cons

I have zero complaints. The software exceeded my expectations.