All Shape Reviews
1-20 of 20 Reviews
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Kari
Real Estate, 1,001-5,000 employees
Used daily for less than 2 years
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
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.
CONSI 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
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
PROSEase of use, accountability, incredible customer service, and reliability
CONSIt 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
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
PROSnothing This software company is terrible
CONSesignature 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
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.
PROSThe 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.
CONSNo 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
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.
PROSIt 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.
CONSI 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.
Anonymous
2-10 employees
Used daily for less than 6 months
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed January 2024
Bad - would not hire again
Horrible. l first hired the whole package: Landing Pages, CRM, portal and communications package. They never provided me with the landing page, but they kept on charging me for it. Total scam. Nobody speaks to you, the AI bot is terrible, and I really hate it when people rob my money.
PROSZapier integrations, text and email message automation
CONSThey rip you off. My monthly service is $149.50 however, they charged me $484.00 and later refund $299.00, shorting me $36.00 every month. Then some other bogus charges, adding to a total scam of $750.00. So I try to call billing, but there is no billing phone number, just an email address. I try to call customer service, but there is no customer service phone number. The only number is for a sales line. So you send an email, and another one, and another one, and nobody responds or calls back. And this is for wrongful billing!
Reasons for switching to Shape
Supposedly more advanced technology, but I would go back in a second.
Rachel
Banking, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2022
Shape Review
The overall system seems very user friendly. Things seem to make sense where they are located and are easy to find. I love that inquiries on our website go straight into the CRM. We didn't have that with our last program.
CONSI have had some clients have issues with the mortgage application, but I haven't figured out yet if it is a software issue or a user issue.
Kyle
Financial Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2022
Extensive CRM/POS Software
This software is user-friendly and easy to follow. Shape helps to STAY organized and focused on selling and making money. I love the automated follow up system and details so we don't lose out on any possible opportunities. This system guides you to stay in front of potential clients, to which we all know proper communication is KEY to acquiring new clients. Highly recommend Shape for any Mortgage Business that doesn't use this CRN. I have used other CRM/POS software, Shape is second to none. (you will see!!!)
CONSThe only thing in my brief review and I wouldn't say this is a con because the reward on the backend is significant because Shape is so extensive configuring it to your exact needs requires some input on the business owner.
Timmya
Financial Services, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2022
Robust CRM!!!
Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the portal to your personal needs. It is a software that is easy to navigate with great organizational settings, tracking, reporting and syncing components.
PROSShape syncs, advertise, customizes, and provides the best reporting CRM system I’ve used. You can call, text, email, and send out mass marketing all in one on the platform. It is amazing to see the dashboard reports that shows leads, prospects, and live numbers. Shape is prepared from intake to closing and the platform is clear cut and customizable to my needs!
CONSWhen declining a document Shape allows you to provide a customized comment to explain the denial. I would love to explore a prepopulated drop-list of reasons for denial.
Mery Cris
Retail, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Amazing CRM of all
All of us in the company love this CRM. Very helpful and user-friendly.
PROSWhat really sets Shape apart from other productivity tools is its analytics and reporting capabilities. With Shape, you can easily track your progress, identify areas for improvement, and get insights into how you and your team are performing. This makes it a great choice for anyone who wants to optimize their workflow and achieve better results.
CONSNothing to improve. This is already perfect!
Vanessa Grace
Telecommunications, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Good CRM for our contact management.
Our overall experience with shape has been fantastic and our entire team uses it.
PROSThe features that are most impactful, are the phone features and the texting.
CONSThere's nothing that I really don't like about shape.
Sohaila
Information Technology and Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2022
Fast implementation and robust capabilities!
Our team loves and can now focus on managing their customers rather than administrative tasks across multiple process/portals/excel spreads.
PROSEase of integration and implementation!
CONSNothing comes to mind- great support team and high availability, very pleased with the stability!
Reason for choosing Shape
User interface, key capabilities out of box aligned to our business needs, and cost.
Aaron
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Shape is the best!
It’s increased sales over 26%
PROSLead management and pipeline tracking as well as I can calculate my cpl
CONSThere is literally nothing I do not like about shape
Reasons for switching to Shape
Ease of use and hands on customer service
Christopher
Banking, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
2
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed October 2023
Absolutely the Worst Customer Support that exists in the industry
A Nightmare. Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software. Caveat Emptor.
PROSThe product has some bells and whistles that we liked but may not be very inclusive after all.
CONSTerrible Customer Support. Shape Software from C-level down to [sensitive content hidden] in Billing and [sensitive content hidden] in sales have demonstrated a complete lack of product knowledge but a very firm grasp on compliance avoidance. They have for the last 3 weeks avoided completing a third party agreement stating they will not sell leads you input into the system. If this seems odd we think so too.
Lalaine
Telecommunications, 10,000+ employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2023
Very happy with shape
We use it a lot for email automation and text automation and it works great
CONSAll the features work very well for what we use it for
Destiny
Commercial Real Estate, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2022
Great Product For A Great Price
This software has helped me build my business and keep up with all my leads in a timely efficient way.
PROSThe product is easy to use and any questions I have are answered in a timely manner.
CONSI haven't really found anything I don't like about this program.
Shuiab
Accounting, 10,000+ employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2022
Great software
Shape software is easy to use, intuitive, and just the perfect software. Highly recommended.
CONSShape has minimal complaints from my side as per my needs
Anonymous
2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2018
Amazing customer support
Our executive was very detailed and got exactly what I needed.
PROSI worked with the executive to build a custom system and I love it. It’s working out extremely well.
CONSI don’t have any complains.
Jon
Entertainment, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2018
Easy Software Option
I love how easy it is to use Share. The marketing is automated and makes life simple.
CONSThere really isn’t any con about the software at this time.
Victoria
Financial Services, 5,001-10,000 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Great CRM - Great support and service!
I have had a great experience using shape, the customer support and customer service was always top tier.
PROSShape was easily accessible, easy to use and allowed me to keep track of current and past business seamlessly.
CONSThere was nothing that I disliked about Shape.