Shape

RATING:

4.8

(41)

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 business-relevant trends. Additional feat...

Shape Pricing

$99/user/month billed monthly

Starting price: 

$99.00 per month

Free trial: 

Available

Free version: 

Available

Dashboards and Leaderboards

Shape Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Shape

1 - 5 of 19 Reviews

Kari

Real Estate, 1,001-5,000 employees

Used daily for less than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2022

Excellent Product for Real Estate Agents

PROS

Great product to keep all your clients organized and updated throughout the process. Easy to use marketing automation. I have other marketing automation systems and its so confusing. This is straight forward and every effective.

CONS

I would say price, agents like to keep overhead low but this definitely is worth every penny.

Reasons for switching to Shape

Shape Software provides the main and important functionality that you need from a CRM. Shape is much better CRM than salesforce for the provided values after all the add-ons its wayyyy cheaper to use. As well as ease of use.

Madina

Information Technology and Services, 10,000+ employees

Used daily for less than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2022

Amazing tool, saved us daily hours and expenses!! Highly recommend

I have had an amazing experience with the software and team behind this all

PROS

Ease of use, accountability, incredible customer service, and reliability

CONS

It was a bit out of our budget, but after using the system and experiencing the service it’s definitely worth the investment

Reason for choosing Shape

I’ve heard many great things and people have been happy with this service

Reasons for switching to Shape

Looking for something more reliable and complete package

Anonymous

51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed April 2022

Terrible customer service glitchy and eSignature is garbage

went with [SENSITIVE CONTENT] and Monday and couldn't be happier and we saved money

PROS

nothing This software company is terrible

CONS

esignature mapping never worked properly

Reason for choosing Shape

eSignature was something we liked and construction management capabilities

Reasons for switching to Shape

Zoho was getting expensive, but it worked much better

Dorsa

Human Resources, 2-10 employees

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Great system for prospecting and contact management

Great overall experience.

PROS

The contact management and pipeline tools make our prospecting a lot easier. We use the system to share notes, share call recordings on leads and pretty much manage everything now. E-mail and text drip campaigns have automated a lot of the work we used to do as well. Would highly recommend Shape.

CONS

No cons that I can think of, we like the software.

Reasons for switching to Shape

Too difficult to figure out

Michael

Financial Services, 11-50 employees

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2023

Hands down the best CRM - and I've used many

Great experience. They seem to constantly be developing and building new features which I love.

PROS

It has EVERYTHING. Built in phone, e-mail, texts there's even a calendar solution that's tied to the rest of the system AND project management (we used to have trello but we got rid of it and only use Shape now). Lead distribution, marketing automation, and contact management way superior to anything I've used before.

CONS

I don't have any cons to say about Shape. The system is awesome and the support and service is second to none. Anytime I have a question or request it's handled that same day - UNHEARD of with any other CRM software solution.