Shape

4.8 (42)
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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 (42)
VS.
Highly reviewed

Starting Price

US$99.00
month
US$25.00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

156
40

Integrations

9
No integrations found

Ease of Use

4.7 (42)
3.9 (322)

Value for Money

4.7 (42)
3.8 (322)

Customer Service

4.7 (42)
3.9 (322)
Green rating bars show the winning product based on the average rating and number of reviews.

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Pipedrive

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Reviews

Overall rating

4.8 /5
(42)
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 42
Jack
Jack
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

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

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
Verified Reviewer
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Terrible customer service glitchy and eSignature is garbage

Reviewed on 2022/04/13

went with [SENSITIVE CONTENT] and Monday and couldn't be happier and we saved money

went with [SENSITIVE CONTENT] and Monday and couldn't be happier and we saved money

Pros

nothing This software company is terrible

Cons

esignature mapping never worked properly

Alternatives Considered

Pipedrive, Pipeliner CRM and HubSpot CRM

Reasons for Choosing Shape

Zoho was getting expensive, but it worked much better

Switched From

Zoho CRM

Reasons for Switching to Shape

eSignature was something we liked and construction management capabilities
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

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.

Showing 5 reviews of 42 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.