--- title: "Shape Software Reviews, Demo & Pricing - 2026" description: "Review of Shape Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/product/49041-SetShape/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Small Business CRM Software](https://www.softwareadvice.com/category/489-small-business-crm/) / Shape Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/49041-SetShape/reviews/)[Alternatives](https://www.softwareadvice.com/product/49041-SetShape/alternatives/) # Shape Review From $119/month Free version Free trial 1 plan Wondering if Shape is right for your organization? Our Small Business CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Shape 4.6 [(46)](https://www.softwareadvice.com/product/49041-SetShape/reviews/) Pricing Starting at $119.00 per user per month ### 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 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. Wondering if Shape is right for your organization? Our Small Business CRM Software selection experts can help you in 15 minutes or less. ## Shape User Interface ## Popular Shape Alternatives Main Product Shape 4.6 [(46)](https://www.softwareadvice.com/product/49041-SetShape/reviews/) Ratings Breakdown - 4.61Ease of use - 4.51Value for money - 4.51Customer support - 4.61Functionality Pricing Starting at $119.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18806)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4482)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6994)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(622)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.5 [(506)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.19Value for money - 4.43Customer support - 4.43Functionality Pricing Starting at $15.00 per month Get Price ## Shape Pricing and Plans Starting price: $119.00 per month Free Trial Free Version Basic $119.00 per user, per month Plan includes: - 1000+ API Integrations - AI Sales Automation - Analytics + Reporting - Automated CRM - Built-in Calling - Custom Configurations - Digital Advertising - Document Storage - Marketing Sequences - Text Messaging Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Shape Features - Popular features found in Small Business CRM Calendar/Reminder System Lead Qualification Live Chat Marketing Automation Segmentation Task Management Territory Management - More features of Shape Access Controls/Permissions Accounting Activity Tracking Admissions Management Alerts/Notifications Alumni Management Amortization Schedule API Application Management Appointment Scheduling Assessment Management Asset Lifecycle Management Attendance Tracking Audit Trail Batch Processing Billing & Invoicing Bookstore Management Borrower Management Cafeteria Management Calculators Calendar Management Call Center Management Campaign Management Candidate Management Cash Flow Analysis Catalog Management Chat/Messaging Client Database Client Management Client Portal Collaboration Tools Commercial Mortgages Commercial Property Management Commission Management Communication Management Compliance Management Contact Database Contact Management Contract/License Management Credit Reporting Critical Date Alerts CRM Curriculum Management Customer Database Customer History Customer Management Customer Portal Customer Statements Customer Support Customizable Fields Customizable Forms Customizable Reports Dashboard Data Import/Export Deal Management Digital Signature Document Automation Document Generation Document Management Document Storage Document Templates Electronic Applications Electronic Signature Email Management Email Marketing Email Templates Escrow Management Expense Tracking Facility Management Fee Management Financial Aid Management Financial Management For Appraisers For Borrowers For Brokers Forecasting For Higher Education For Investors & Traders Forms Management For Property Managers Full Text Search Fundraising Management Government Loans Housing Management HUD Settlement Statements Independent/Private Interaction Tracking Internal Chat Integration Invoice Management Knowledge Management Landing Pages/Web Forms Lead Capture Lead Management Lead Scoring Lender Search Library Management Loan Management Loan Origination Loan Processing Loan Servicing Mobile Access Mobile App Multi-Branch Multi-Company Online Applications Online Calendar Online Payments Outsource Processing Parent/Student Portal Payment Processing Payment Tracking Performance Metrics Pipeline Management Portfolio Management Pre-Qualification Pricing Management Product Catalog Progress Tracking Promissory Notes Property Database Property Tax Management Proposal Generation Prospecting Tools Quotes/Estimates Referral Tracking Refinance Management Relationship Tracking Reminders Reporting/Analytics Residential Mortgages Role-Based Permissions Sales Pipeline Management Sales Reports Scheduling School District Scoring Search/Filter Self Service Portal Shared Contacts SMS Messaging Social Media Integration Special Education Status Tracking Strategic Planning Student Portal Task Scheduling Team Assignments Template Management Templates Third-Party Integrations Third Party Loan Origination Time Tracking Transportation Management Visual Presentation Web-based Deployment Workflow Management ## Shape Integrations Mailchimp Integration rated undefined from -1 review Microsoft 365 Integration rated undefined from -1 review BombBomb Integration rated undefined from -1 review Clio Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review See all 9 integrations ## Shape User Reviews ## Shape customer ratings - Overall rating: 4.6/5 - Total reviews: 46 ### Rating distribution - 5 stars: 40 reviews (87%) - 4 stars: 1 reviews (2%) - 3 stars: 0 reviews (0%) - 2 stars: 3 reviews (7%) - 1 star: 2 reviews (4%) ### Secondary ratings - Ease of use: 4.6/5 - Value for money: 4.5/5 - Customer support: 4.5/5 - Functionality: 4.6/5 --- ### A Truly All-In-One AI CRM That Delivers - Overall rating: 5/5 - Reviewer: Alex E. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2026 - Review source details: This review was submitted organically. No incentive was offered My experience with Shape has been excellent. The depth of features combined with how smoothly everything works together really sets it apart. Automations, communication, and lead management feel fully integrated rather than patched together. I haven’t encountered any real downsides so far, and the platform has already made a noticeable impact on productivity. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Shape brings an incredible amount of features together in one system, and everything works in perfect harmony. The automations, AI tools, lead management, and communication features all feel seamlessly connected. It’s rare to find a platform this powerful that’s still easy to use. #### Cons There hasn’t been any major downside for me. The system is stable, the features work exactly as described, and support has been responsive. The only ‘con’ I can even think of is that I didn’t adopt Shape earlier. Switching sooner would have saved me a lot of time and headaches #### Reasons for choosing Shape Shape had the most features by far for the best value and ease of use. #### Reasons for switching to Shape Lack of features and support. Very disatisfied. --- ### Excellent Product for Real Estate Agents - Overall rating: 5/5 - Reviewer: Kari F. - Verified reviewer: Yes - Industry: Real Estate - Company size: 1001-5000 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Hopefully my regret saves you money - Overall rating: 1/5 - Reviewer: Dan W. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered We feel we were lied to and misled from the get go. We had issues with other CRM’s because we didn’t know the right questions. We explained our scenario to the chief revenue officer and the VP of sales very adamantly assured us this would not be the case with them. Unfortunately, we learned to ask the right questions in our previous CRM and I miss when we have a very expensive lesson on making sure we get the answers as part of a contract They have overcharged my credit card over a dozen times, claiming some sort of random mistake every time. My overall experience was almost enough to put us out of business. For now, scrambling again for a replacement because shape CRM will tell you whatever you wanna hear to get you to sign a contract #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 2/5 #### Pros If the product worked the way, it was supposed to be a game changer for our business. If the product worked the way, the sales people promised it would it would be a game changer for our business. The only thing that worked well was the single source sign on. I legitimately cannot think of a single thing that is a pro about this company. #### Cons Everything that was promised in our sales pitch was a lie. The basics of CRM‘s don’t work with them. For instance… Inbound calls don’t actually come through. Notifications are constantly an issue. The phone never rings correctly. They will tell you to take 72 hours to get approved for ATP but they took us almost a month. They turn on features without permission, causing massive issues. They turn off features without letting us know so we just end up struggling. The customer service is absolutely atrocious. They have an AI system that they say it works 24 hours a day but if it gives you that information, doesn’t really matter how it works. Getting a response back from anybody at customer service takes a minimum of 24 hours and they typically ignore 2/3 of the issues #### Reasons for choosing Shape Because they lied to us and told us they would be able to do what we needed. They can’t even get inbound calls to come through. #### Reasons for switching to Shape We thought this had the additional features we needed to make our business successful We thought we would have a better experience for our clients. Instead, we’ve just lost a ton of business because of them --- ### Shape is the best Mortgage CRM I've used!!!! - Overall rating: 5/5 - Reviewer: Remy G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 1001-5000 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered My overall experience with Shape has been great! It keeps me organized, saves me time, and the AI agents have been a huge help with my daily production and staying on top of my clients. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I liked most about Shape is how much easier it makes my day-to-day workflow. The AI agents and automation are probably my favorite features because they help me stay organized, keep up with follow-ups, and save a ton of time on repetitive tasks. I’m able to focus more of my time and energy on actually talking to clients and increasing my production instead of getting caught up in administrative work. Overall, Shape has been a huge help with staying productive and managing my pipeline more efficiently. #### Cons There honestly isn’t much I dislike about Shape. If I had to choose one thing, I would say there can be a bit of a learning curve in the beginning because there are so many different features and tools available. Once you get familiar with everything and learn how to use the features that work best for your workflow, though, it becomes extremely helpful and easy to incorporate into your day-to-day routine. --- ### Amazing tool, saved us daily hours and expenses!! Highly recommend - Overall rating: 5/5 - Reviewer: Madina H. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 10000+ employees - Product usage: Used daily for less than 2 years - Reviewed: January 2022 - Review source details: This review was submitted organically. No incentive was offered I have had an amazing experience with the software and team behind this all #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 #### Reasons 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 --- ### Bad - would not hire again - Overall rating: 2/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2024 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros Zapier integrations, text and email message automation #### Cons They 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. --- ### Terrible customer service glitchy and eSignature is garbage - Overall rating: 2/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Construction - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2022 - Review source details: This review was submitted organically. No incentive was offered went with [SENSITIVE CONTENT] and Monday and couldn't be happier and we saved money #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros nothing This software company is terrible #### Cons esignature mapping never worked properly #### Reasons 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 --- ### Best Mortgage CRM we’ve ever used - Overall rating: 5/5 - Reviewer: Jack H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2024 - Review source details: This review was submitted organically. No incentive was offered As an owner of ClickStart Mortgage, Myself and my team cannot speak highly enough of our experience with Shape Software. From day one, Shape has been an indispensable partner in our growth and success. Their dedication to understanding our needs and tailoring their solutions to fit our unique requirements has been nothing short of remarkable. Shape's team consistently goes above and beyond to ensure that we have the support and resources we need. Whether it's a quick question or a complex issue, their responsiveness and commitment to excellence have made a significant difference in our operations. The seamless integration and effectiveness of Shape's CRM system have been pivotal to our success. Their software is intuitive, reliable, and incredibly efficient, allowing us to manage our client and realtor relationships with ease and precision. The robust features and user-friendly interface have streamlined our processes and enhanced our productivity across the board. We are truly grateful for our partnership with Shape Software. Their contributions have been instrumental in not only driving our business forward, but more importantly, helping us provide an amazing experience for our clients. We look forward to continuing this successful relationship for many years to come. Thank you Shape Software, for being such a vital part of the ClickStart Mortgage family! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros **Exceptional Customer Support **Seamless Integration **User-Friendly Interface **Robust Features **Customization and Flexibility - **Reliable Performance** #### Cons That we didn’t find them sooner. But in all seriousness there has not been anything that has stood out to me in regards to what we I don’t like about Shape --- ### This is the best CRM a mortgage company can use! And competitively priced too! - Overall rating: 5/5 - Reviewer: Jedd L. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2019 - Review source details: This review was submitted organically. No incentive was offered Great customer service! They were very quick to help when I had questions or needed any assistance. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Easy all in one marketing CRM - Overall rating: 5/5 - Reviewer: Danny H. - Verified reviewer: Yes - Industry: Banking - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Customer service did a great job setting up our system to easily keep track of all of our leads. Helps to capture a higher closing rate. #### Cons Wish I could have gotten started sooner --- Showing 1 - 10 of 46 Reviews [See All Reviews](https://www.softwareadvice.com/product/49041-SetShape/reviews/) ## Shape Popular Comparisons [Salesforce Sales Cloud vs Shape](https://www.softwareadvice.com/compare/2764-Salesforce/vs/49041-SetShape/)[HubSpot CRM vs Shape](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/49041-SetShape/)[Zoho CRM vs Shape](https://www.softwareadvice.com/compare/49041-SetShape/vs/392464-zoho-crm/)[Kylas Sales CRM vs Shape](https://www.softwareadvice.com/compare/49041-SetShape/vs/216694-kylas/)[HubSpot Sales Hub vs Shape](https://www.softwareadvice.com/compare/21946-hubspot-sales/vs/49041-SetShape/)[Bigin by Zoho CRM vs Shape](https://www.softwareadvice.com/compare/49041-SetShape/vs/392397-bigin-by-zoho-crm/)[Ploomes CRM vs Shape](https://www.softwareadvice.com/compare/49041-SetShape/vs/449937-Ploomes/)[Dynamics 365 vs Shape](https://www.softwareadvice.com/compare/49041-SetShape/vs/106335-Dynamics-365/)[eWay-CRM vs Shape](https://www.softwareadvice.com/compare/31005-eway/vs/49041-SetShape/) [Compare All Alternatives](https://www.softwareadvice.com/product/49041-SetShape/alternatives/) ## Other Top Recommended Small Business CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (255) Recently recommended **106** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18806) Recently recommended **63** times [Topline OS](https://www.softwareadvice.com/crm/topline-profile/) **5.0** (12) Recently recommended **57** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (506) Recently recommended **53** times Stuck Between Options? Our experts can help you compare Shape with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice