Shape

Cloud-based CRM, sales & marketing automation software

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.


Images

Shape Software - Dashboards and Leaderboards
Shape Software - Prioritized Sales Pipelines
Shape Software - Built-in Call, Text, Email
Shape Software - Integrated Customer Portal
Shape Software - Contact Management
Shape Software - Shape Mobile App
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Shape video
Shape Software - Dashboards and Leaderboards
Shape Software - Prioritized Sales Pipelines
Shape Software - Built-in Call, Text, Email
Shape Software - Integrated Customer Portal
Shape Software - Contact Management
Shape Software - Shape Mobile App

Not sure about Shape? Compare with a popular alternative

Shape

4,8 (41)
VS.
Highly reviewed

Starting Price

US$99,00
month
US$20,00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

156
205

Integrations

9
70

Ease of Use

4,7 (41)
4,1 (6 652)

Value for Money

4,7 (41)
4,3 (6 652)

Customer Service

4,7 (41)
4,1 (6 652)
Green rating bars show the winning product based on the average rating and number of reviews.

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4,3
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4,5
#2 Alternative to Shape
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Jungo

4,2
#3 Alternative to Shape
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Surefire CRM

4,6
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Reviews

Overall rating

4,8 /5
(41)
Value for Money
4,7/5
Features
4,7/5
Ease of Use
4,7/5
Customer Support
4,7/5

Already have Shape?

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

Showing 5 reviews of 41
Kari
Overall rating
  • Industry: Real Estate
  • Company size: 1 001–5 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

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.

Alternatives Considered

Zoho CRM and HubSpot CRM

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
Madina
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

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • 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!

Dorsa
Overall rating
  • Industry: Human Resources
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Great system for prospecting and contact management

Reviewed on 2022/02/07

Great overall experience.

Great overall experience.

Pros

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.

Cons

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

Michael
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Hands down the best CRM - and I've used many

Reviewed on 2023/02/22

Great experience. They seem to constantly be developing and building new features which I love.

Great experience. They seem to constantly be developing and building new features which I love.

Pros

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.

Cons

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.

Showing 5 reviews of 41 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, 1 001–5 000

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.