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.
Alternatives to Shape Software
NutshellSpotlightNutshell is a sneaky powerful growth software platform that helps sales and marketing teams work together to win more deals. … Learn more about Nutshell.
Lunar CRMSpotlightBespoke CRM solutions tailored for your business. Perfect for finance brokers for pensions, mortgages, life insurance and… Learn more about Lunar CRM.
CreatioSpotlightCreatio is the leading provider of ONE platform to automate industry workflows and CRM with no-code and maximum degree of… Learn more about Creatio.
Teamgate Sales CRMSpotlightTeamgate is an easy-to-use, yet extremely powerful CRM for SaaS and Sales Teams of all sizes. With unmatched sales analytics and… Learn more about Teamgate Sales CRM.
CapsuleCapsule is an easy to use CRM designed to help businesses stay organized and build strong customer relationships. It… Learn more about Capsule.
HubSpotHubSpot is a leading provider of inbound marketing, sales, and customer service software, known for its innovative approach to… Learn more about HubSpot.
eWay-CRMeWay-CRM is a solution integrated into the familiar environment of your Outlook from Microsoft. Manageable through a variety of… Learn more about eWay-CRM.
SalesforceSalesforce is a cloud-based customer relationship management (CRM) platform that provides a range of tools and services to help… Learn more about Salesforce.
Simply CRMGain more customers, optimize your business and earn more money - with Simply CRM. Simply is the CRM you will actually use: … Learn more about Simply CRM.
AttioAt Attio, we believe managing relationships should be as dynamic and intelligent as the businesses that use them. That’s why… Learn more about Attio.
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.
★★★★★
Saturday, August 25, 2018
“An Outstanding Software I Wish Would Last Forever Pros The…”
An Outstanding Software I Wish Would Last Forever Pros The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier. My favorite feature is the click to call feature as it saves me a ton of time when I need to make calls. Cons The layout is different from the previous systems I've used but after going through it all I actually prefer this layout vs. the others. No major cons that I can think of yet, just started using it - just wish I found it sooner.
★★★★★
Monday, May 21, 2018
“A user friendly CRM with lots of features and Cutomization.…”
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.
★★★★★
Thursday, May 10, 2018
“We are using Setshape CRM for our company and is…”
We are using Setshape CRM for our company and is helps a lot mainly for recuriting services. for account manager very easy to track with leads and keep up with sales pipline and report generation Pros Setshape's many features are very user friendly, one I liked/used a lot is the simplified email marketing that connects to outlook or gmail and lead priotization reports that helps to focus on the possible oppurtunites to make better decisions, Online intake form builder that really helpful that links to our software and the details are exported to our database. Cons Since we been using bulk email marketing, the additional charge/email sent and esignature seems to be extra unnecessary spending. For the pricing they charge as monthly fee these features can easily included without additional charge.
