About Shape

Shape is a cloud-based CRM, sales and marketing automation software for businesses in various industries including legal, real estate, mortgage, finance and education. Shape offers a range of tools to help users manage and automate online marketing and promotions, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional documents, accept online payments, run custom reports, automate administrative tasks, and more. Key features include intake management and marketing automation, plus document, project and client management.

Streamline daily admin with Shape’s CRM and lead capture, team management and workflow management tools which allow users to capture leads and manage follow-ups, as well as manage client projects and create automated best practice workflows. Syncing team emails, calendars and to-dos ensures everyone on the team is up-to-date on the latest information. Role permissions and assignment tools help users protect sensitive data and promote accountability. SMS messaging and email automation tools work alongside an integrated dialer to help users manage their online marketing and promotions such as lead outreach, newsletters, drip campaigns, and more.

Onboard and manage clients effectively with client and project management functionality. Shape supports professional documents, allowing users to create and send custom forms, proposals, contracts or invoices. Automated payment reminders, calculators and invoices are designed to help users manage the client billing process efficiently. Custom reports give actionable insight into referrals, top lead sources, and more, helping users make smart business and marketing decisions. Shape enables users to configure the solution to meet their specific needs with a suite of integrations (MailChimp, Twilio, G Suite, etc.), custom account setup tools, and white glove support.

Pricing starting from:

US$99,00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Shape

• Automated tools allow users to capture leads, send follow-ups and manage all client projects within one single platform.

• Manage online marketing and promotions effectively with SMS messaging, email automation and an integrated dialer. Email automation enables users to create and send newsletters, emails and drip campaigns.

• A pre-built library of document templates allows users to send forms, contracts, proposals and invoices to clients quickly and easily.

• Custom reports like top lead sources, referral tracking, and more provide users with data to make smart business and marketing decisions.

• Integrate with familiar tools such as MailChimp, Twilio, G Suite, MS Office, Stripe, Zapier, and more.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

US$99,00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Shape Software - Manage marketing campaigns and generate reports to understand campaign performance
Shape Software - Access Shape on any internet-enabled device, including desktops, laptops, tablets and mobiles
Shape Software - Use pre-built templates to create marketing emails quickly and easily
Shape Software - Electronic signature functionality allows users to sign contracts conveniently and securely online
View 4 more
Shape Software - Manage marketing campaigns and generate reports to understand campaign performance Shape Software - Access Shape on any internet-enabled device, including desktops, laptops, tablets and mobiles Shape Software - Use pre-built templates to create marketing emails quickly and easily Shape Software - Electronic signature functionality allows users to sign contracts conveniently and securely online

Features

Total features of Shape: 152

  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Tracking
  • Admissions Management
  • Alerts/Notifications
  • Alumni Management
  • Amortization Schedule
  • Application Management
  • Appointment Scheduling
  • Assessment Management
  • Asset Lifecycle Management
  • Attendance Tracking
  • Audit Trail
  • Billing & Invoicing
  • Bookstore Management
  • CRM
  • Cafeteria Management
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Candidate Management
  • Cash Flow Analysis
  • Cataloging/Categorization
  • Chat/Messaging
  • Class Scheduling
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Commercial Mortgages
  • Commercial Property Management Software
  • Commission Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Reporting
  • Critical Date Alerts
  • Curriculum Management
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Data Import/Export
  • Deal Management
  • Digital Signature
  • Direct Mail Management
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Applications
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Escrow Management
  • Expense Tracking
  • Facility Management
  • Faculty/Staff Management
  • Fee Management
  • Financial Aid Management
  • Financial Management
  • Flyer Printing
  • For Appraisers
  • For Borrowers
  • For Brokers
  • For Investors & Traders
  • For Property Managers
  • Forecasting
  • Forms Management
  • Full Text Search
  • Fundraising Management
  • Government Loans
  • HUD Settlement Statements
  • Higher Education
  • Housing Management
  • Independent/Private
  • Integrated Vendor Services
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Lender Search
  • Library Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Mobile Access
  • Multi-Branch
  • Multi-Company
  • Online Applications
  • Online Calendar
  • Online Payments
  • Outsource Processing
  • Parent/Student Portal
  • Payment Processing
  • Payment Tracking
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Pre-Qualification
  • Pricing Management
  • Product Catalog
  • Progress Tracking
  • Promissory Notes
  • Property Database
  • Property Tax Management
  • Prospecting Tools
  • Quotes/Estimates
  • Referral Tracking
  • Refinance Management
  • Reminders
  • Reporting/Analytics
  • Residential Mortgages
  • Role-Based Permissions
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • School District
  • Scoring
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Social Media Integration
  • Special Education
  • Status Tracking
  • Strategic Planning
  • Student Information/Records
  • Student Portal
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Time Tracking
  • Transportation Management
  • Visual Presentation
  • Workflow Management

Alternatives

Surefire CRM

4,8
#1 Alternative to Shape
Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and...

Odoo

4,2
#2 Alternative to Shape
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

monday.com

4,6
#3 Alternative to Shape
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

CloudBlue PSA

4,5
#4 Alternative to Shape
CloudBlue supports the entire business lifecycle, from lead generation to contract renewal. It is designed specifically...

Reviews

Overall rating

5,0 /5
(25)
Value for Money
4,9/5
Features
4,9/5
Ease of Use
5,0/5
Customer Support
4,9/5

Already have Shape?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 25
Jedd L.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

This is the best CRM a mortgage company can use! And competitively priced too!

Reviewed on 2019/01/07

Great customer service! They were very quick to help when I had questions or needed any assistance.

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.

Madina H.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10 000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing tool, saved us daily hours and expenses!! Highly recommend

Reviewed on 2022/01/13

I have had an amazing experience with the software and team behind this all

I have had an amazing experience with the software and team behind this all

Pros

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

Cons

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

Christopher J.
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

A user friendly CRM with lots of features and Cutomization.

Reviewed on 2018/05/07

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.

Rachel J.
Overall rating
  • Industry: Banking
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Shape Review

Reviewed on 2022/01/11

Pros

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.

Cons

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.

Alternatives Considered

Surefire CRM
Jenna A.
Overall rating
  • Industry: Human Resources
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Shape Software CRM

Reviewed on 2019/01/03

Shape Software is our most valuable business tool. Forget about complex and expensive CRM tools,...

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.

Showing 5 reviews of 25 Read all reviews

Shape FAQs

Below are some frequently asked questions for Shape.

Shape offers the following pricing plans:

  • Starting from: US$99,00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

$99/user/month billed monthly

Shape has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Shape supports the following languages:

English

Shape supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Shape integrates with the following applications:

BombBomb, Clio, Filevine, Google Workspace, Mailchimp, Microsoft 365, Microsoft Outlook, Stripe, Zapier

Shape offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Shape.