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

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Shape

Shape User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Showing 1 - 5 of 33 reviews

User Profile

Jedd

Verified reviewer

Company size: 11-50 employees

Industry: Financial Services

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Kari

Company size: 1,001-5,000 employees

Industry: Real Estate

Time used: Less than 2 years

Review Source

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Lisa

Company size: 2-10 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

June 2022

Very User Friendly

Overall, I love the software. Enough to even sign up for my company right away. The campaigns help you to stay in touch with clients past and present and this is key to keeping clients for the long term.

Pros

This software makes the process look so easy. It’s a great way to stay organized from the application to funding of a loan. I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along. The software seems to cover everything!

Cons

Nothing that I could see by using the software.

Anonymous

Company size: 51-200 employees

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
2

Ease-of-use

out of 5
2

Value for money

out of 5
1

Customer support

out of 5
1

Functionality

out of 5

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

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

Kyle

Company size: 11-50 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2022

Extensive CRM/POS Software

Pros

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!!!)

Cons

The 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.

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