Shape
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.
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.
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Reviews
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- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best Mortgage CRM we’ve ever used
Reviewed on 2024/06/06
As an owner of ClickStart Mortgage, Myself and my team cannot speak highly enough of our experience...
As an owner of ClickStart Mortgage, Myself and my team cannot speak highly enough of our experience with Shape Software. From day one, Shape has been an indispensable partner in our growth and success. Their dedication to understanding our needs and tailoring their solutions to fit our unique requirements has been nothing short of remarkable.
Shape's team consistently goes above and beyond to ensure that we have the support and resources we need. Whether it's a quick question or a complex issue, their responsiveness and commitment to excellence have made a significant difference in our operations.
The seamless integration and effectiveness of Shape's CRM system have been pivotal to our success. Their software is intuitive, reliable, and incredibly efficient, allowing us to manage our client and realtor relationships with ease and precision. The robust features and user-friendly interface have streamlined our processes and enhanced our productivity across the board.
We are truly grateful for our partnership with Shape Software. Their contributions have been instrumental in not only driving our business forward, but more importantly, helping us provide an amazing experience for our clients. We look forward to continuing this successful relationship for many years to come.
Thank you Shape Software, for being such a vital part of the ClickStart Mortgage family!
Pros
**Exceptional Customer Support **Seamless Integration
**User-Friendly Interface
**Robust Features
**Customization and Flexibility
- **Reliable Performance**
Cons
That we didn’t find them sooner. But in all seriousness there has not been anything that has stood out to me in regards to what we I don’t like about Shape
- Industry: Real Estate
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent Product for Real Estate Agents
Reviewed on 2022/01/25
Pros
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.
Cons
I would say price, agents like to keep overhead low but this definitely is worth every penny.
Reasons for Choosing Shape
Shape Software provides the main and important functionality that you need from a CRM. Shape is much better CRM than salesforce for the provided values after all the add-ons its wayyyy cheaper to use. As well as ease of use.Switched From
Salesforce Platform- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Bad - would not hire again
Reviewed on 2024/01/18
Horrible. l first hired the whole package: Landing Pages, CRM, portal and communications package....
Horrible. l first hired the whole package: Landing Pages, CRM, portal and communications package. They never provided me with the landing page, but they kept on charging me for it. Total scam. Nobody speaks to you, the AI bot is terrible, and I really hate it when people rob my money.
Pros
Zapier integrations, text and email message automation
Cons
They rip you off. My monthly service is $149.50 however, they charged me $484.00 and later refund $299.00, shorting me $36.00 every month. Then some other bogus charges, adding to a total scam of $750.00. So I try to call billing, but there is no billing phone number, just an email address. I try to call customer service, but there is no customer service phone number. The only number is for a sales line. So you send an email, and another one, and another one, and nobody responds or calls back. And this is for wrongful billing!
- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Daily for 1+ year
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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
- Industry: Retail
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Amazing CRM of all
Reviewed on 2023/05/10
All of us in the company love this CRM. Very helpful and user-friendly.
All of us in the company love this CRM. Very helpful and user-friendly.
Pros
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.
Cons
Nothing to improve. This is already perfect!
Shape FAQs
Below are some frequently asked questions for Shape.Q. What type of pricing plans does Shape offer?
Shape offers the following pricing plans:
- Starting from: US$119.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
$119/user/month billed monthly
Q. Who are the typical users of Shape?
Shape has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Shape support?
Shape supports the following languages:
English
Q. Does Shape support mobile devices?
Shape supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Shape integrate with?
Shape integrates with the following applications:
BombBomb, Clio, Filevine, Google Workspace, Mailchimp, Microsoft 365, Microsoft Outlook, Stripe, Zapier
Q. What level of support does Shape offer?
Shape offers the following support options:
Email/Help Desk, Phone Support, 24/7 (Live rep), Chat
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