Shape Reviews

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.

I would say price, agents like to keep overhead low but this definitely is worth every penny.

Ease of use, accountability, incredible customer service, and reliability

It was a bit out of our budget, but after using the system and experiencing the service it’s definitely worth the investment

What really sets Shape apart from other productivity tools is its analytics and reporting capabilities. With Shape, you can easily track your progress, identify areas for improvement, and get insights into how you and your team are performing. This makes it a great choice for anyone who wants to optimize their workflow and achieve better results.

Nothing to improve. This is already perfect!

The product has some bells and whistles that we liked but may not be very inclusive after all.

Terrible Customer Support. Shape Software from C-level down to [sensitive content hidden] in Billing and [sensitive content hidden] in sales have demonstrated a complete lack of product knowledge but a very firm grasp on compliance avoidance. They have for the last 3 weeks avoided completing a third party agreement stating they will not sell leads you input into the system. If this seems odd we think so too.

I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!

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.

I worked with the executive to build a custom system and I love it. It’s working out extremely well.

I don’t have any complains.

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.

Wish I could have gotten started sooner

Lead management and pipeline tracking as well as I can calculate my cpl

There is literally nothing I do not like about shape

The features that are most impactful, are the phone features and the texting.

There's nothing that I really don't like about shape.

We use it a lot for email automation and text automation and it works great

All the features work very well for what we use it for

It has EVERYTHING. Built in phone, e-mail, texts there's even a calendar solution that's tied to the rest of the system AND project management (we used to have trello but we got rid of it and only use Shape now). Lead distribution, marketing automation, and contact management way superior to anything I've used before.

I don't have any cons to say about Shape. The system is awesome and the support and service is second to none. Anytime I have a question or request it's handled that same day - UNHEARD of with any other CRM software solution.

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!!!)

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.

The contact management and pipeline tools make our prospecting a lot easier. We use the system to share notes, share call recordings on leads and pretty much manage everything now. E-mail and text drip campaigns have automated a lot of the work we used to do as well. Would highly recommend Shape.

No cons that I can think of, we like the software.

This a must in our business, I couldn’t conduct business without the CRM, they have amazing support and training material

It was a lot to take in but my questions were answered efficiently, the more you use the more you quickly learn to navigate.

The product is easy to use and any questions I have are answered in a timely manner.

I haven't really found anything I don't like about this program.

The software expedites the loan process from start to finish. The dash board keeps all parties informed including the borrower.

There is no feature that I feel is missing

Ease of integration and implementation!

Nothing comes to mind- great support team and high availability, very pleased with the stability!

The overall system seems very user friendly. Things seem to make sense where they are located and are easy to find. I love that inquiries on our website go straight into the CRM. We didn't have that with our last program.

I have had some clients have issues with the mortgage application, but I haven't figured out yet if it is a software issue or a user issue.

Shape was easily accessible, easy to use and allowed me to keep track of current and past business seamlessly.

There was nothing that I disliked about Shape.