What Is Shape?

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidate s all aspects of your business in one AI platform. Shape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer r

Who Uses Shape?

Customers needing user-friendly intelligent automation. With Shape, you get access to a suite of features, integrations, and white-glove support that's designed to help you achieve more.

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

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Reviews of Shape

Average score

Overall
4.9
Ease of Use
4.9
Customer Service
4.8
Features
4.8
Value for Money
4.8

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
94%
4
3%
2
3%
Jedd
Jedd
Branch Manager in US
Verified LinkedIn User
Financial Services, 11-50 Employees
Used the Software for: 6-12 months
Reviewer Source

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

5.0 4 years ago

Comments: 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.

Kari
Real Estate Agent in US
Real Estate, 1,001-5,000 Employees
Used the Software for: 1+ year
Reviewer Source
Source: SoftwareAdvice

Alternatives Considered:

Excellent Product for Real Estate Agents

5.0 12 months ago

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.

Verified Reviewer
Principal in US
Verified LinkedIn User
Construction, 51-200 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Terrible customer service glitchy and eSignature is garbage

2.0 9 months ago

Comments: 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

Madina
Account Executive in US
Information Technology & Services, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source
Source: SoftwareAdvice

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

5.0 last year

Comments: 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
HR Recruiting in US
Human Resources, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Great system for prospecting and contact management

5.0 11 months ago

Comments: 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.