Shape Software
★★★★★ 4.9 · 13 Reviews
What is Shape Software?
**Shape CRM** helps you manage your business on one easy to use platform. Shape's cloud-based software offers dozens of tools designed to manage and automate your online marketing and promotions via email and SMS, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional online documents, accept online payments, run custom reporting, and automate everyday admin tasks. Shape is perfect for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction, but also offers completely customizable solutions for nearly every service-based business. Shape's collaboration tools help facilitate project information sharing within and across departments and user roles keep sensitive business data private. Shape includes a centralized repository to store and manage 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 analytics and explore business-relevant trends through powerful data insights. Additional features include call scripting, drip campaign automation, SMS messaging, task scheduling, reporting, and dozens of integrations. 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. Custom account setups are also available upon request.
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Shape Software Reviews (13)
- ★★★★★12
- ★★★★★1
- ★★★★★0
- ★★★★★0
- ★★★★★0
Review Summary
Generated using AI from real user reviews
Shape Software earns nearly universal praise as a straightforward, affordable CRM that prioritizes ease of use. All 13 reviews rate it 4 or 5 stars, with users consistently highlighting its intuitive interface, low cost relative to competitors, and responsive customer service. The platform resonates across industries—mortgages, recruiting, sales—and users appreciate that it doesn't require technical expertise to set up or operate.
The main strengths users cite are the customizable workflows, email marketing integration, and ability to work with the Shape team to tailor the system to specific business needs. Several reviewers note it helped them close deals faster and organize leads effectively. Video tutorials and a 14-day free trial make onboarding smooth.
Minor friction points emerge around field customization—users currently need to contact support to add custom fields rather than doing it themselves—and occasional UI refresh delays when updating information. One user flagged extra charges for bulk email and e-signature features as potentially unnecessary add-ons. A couple of reviewers mentioned the learning curve is manageable but takes time when the software is packed with features.
Overall, users wish they'd found Shape sooner and see it as a genuinely better alternative to pricier, more complicated platforms. The main caveat is that feature depth means some setup and learning investment upfront.
★★★★★
Tuesday, February 26, 2019
“A customized and centralized tool for organizing customers and tracking…”
A customized and centralized tool for organizing customers and tracking performance that can be accessed anywhere.
★★★★★
Thursday, January 24, 2019
“Shape Software CRM Shape Software is our most valuable business…”
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.
★★★★★
Tuesday, January 15, 2019
“This is the best CRM a mortgage company can use!…”
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.
★★★★★
Sunday, January 13, 2019
“Easy all in one marketing CRM Pros Customer service did…”
Easy all in one marketing CRM 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
★★★★★
Saturday, January 12, 2019
“Intuitive cost effective software Pros Easy to use software that…”
Intuitive cost effective software Pros Easy to use software that was intuitive from the get-go. A far cheaper system than standard platforms out there without any compromises on features. Cons As an engineer, most CRM systems seem tedious. Shape was quick and easy to setup, and it's video tutorials made it a breeze to setup yourself.
★★★★★
Sunday, January 6, 2019
“Pros Intuitive, easy to use, nice interface to use. Cons…”
Pros Intuitive, easy to use, nice interface to use. Cons That it has not been available sooner. Needs more customization tools.
★★★★★
Monday, December 17, 2018
“Professional and on point Pros The whole thing. My CRM…”
Professional and on point Pros The whole thing. My CRM email marketing was easy. Cons nothing really, I liked it more than the company's CRM
★★★★★
Thursday, December 13, 2018
“Amazing customer support Our executive was very detailed and got…”
Amazing customer support Our executive was very detailed and got exactly what I needed. Pros I worked with the executive to build a custom system and I love it. It’s working out extremely well. Cons I don’t have any complaints.
★★★★★
Monday, December 10, 2018
“A customized and centralized tool for organizing our customers and…”
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.
★★★★★
Sunday, December 9, 2018
“Easy Software Option Pros I love how easy it is…”
Easy Software Option Pros I love how easy it is to use Share. The marketing is automated and makes life simple. Cons There really isn’t any con about the software at this time.
