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.
Shape Software - Drip campaigns
Shape Software - Email
Shape Software - RRE
Shape Software - Marketing sources
Shape Software - Mortgage
Shape video
Shape Software - Drip campaigns - thumbnail
Shape Software - Email - thumbnail
Shape Software - RRE - thumbnail
Shape Software - Marketing sources - thumbnail
Shape Software - Mortgage - thumbnail

Shape pricing

Shape has a free version and offers a free trial. Shape paid version starts at US$99.00/month.

Starting Price:
US$99.00/month
Free Version:
Yes
Free trial:
Yes

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Shape Reviews for UK Users

Feature rating

Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5
5 reviews of 20 View all reviews
Jedd L.
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 07/01/2019

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.

Jenna A.
  • Industry: Human Resources
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 03/01/2019

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.

Christopher J.
  • Industry: Transportation/Trucking/Railroad
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
0

4
Reviewed on 07/05/2018

A user friendly CRM with lots of features and Cutomization.

Pros

A nice cloud based CRM that is very flexible to many business models. Easy to automate tasks that are done daily. Easily accessible from your mobile phone as well.

Cons

No much that is bad to say about this software. It is packed with alot of features so figuring out the best way to use it for your business can take some time.

Patricia D.
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/12/2018

Amazing Software

A customized and centralized tool for organizing our customers and tracking our performance that can be accessed anywhere.

Pros

Shape Software has been the most valuable tool for our business in tracking prospects and customers, following up, communicating, and nurturing relationships after their project has been wrapped up. We've found that it was an easy to adopt and use because of the intuitive layout and workflows. Shape's customer service and expertise in helping us get our custom software up and running really helped us to tailor the platform to our needs.

Cons

I really don't have a lot of bad experience with Shape Software. Maybe one thing they can improve on is the ability to add fields yourself within the software. Right now, you need to call to have fields added, which has been an easy solution, but it would be nice to be able to do it myself.

Charles O.
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/04/2020

Best CRM I've Come Across

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software!

Pros

Shape Software is, without a doubt, the best CRM software I have used for my company. Thanks to its ability to manage my client projects and capture leads, I have more time to focus on the bigger picture issues at my company. They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs!

Cons

No major complaints about this software. I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

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