Shape

Cloud-based CRM, sales & marketing automation software

4.9 /5 (17 reviews) Write a Review!

Shape Overview

What is 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.

Shape Overview

Pricing

Starting from
US$79.00/month

Pricing options

Free Trial
Subscription
Value for money

$79/user/month billed monthly


Shape Features

Devices
Business size
S M L
Markets
Canada, United States
Supported Languages
English

Screenshots

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

Shape Reviews

Shape Reviews

Overall rating
4.9
/
5
Excellent
16

Very good
1

Average
0

Poor
0

Terrible
0

Value for Money
4.9
Features
4.9
Ease of Use
4.9
Customer Support
4.9
100% recommended this app
Jedd L.

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

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


Jenna A.

Shape Software CRM

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.


Christopher J.

A user friendly CRM with lots of features and Cutomization.


Charles O.

Best CRM I've Come Across

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software!


Patricia D.

Amazing Software

A customized and centralized tool for organizing our customers and tracking our performance that can be accessed anywhere.


Jedd L.
Industry: Financial Services
Company size: 13-50 Employees

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

Used Daily for 6-12 months
Reviewed on 7/01/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jenna A.
Industry: Human Resources
Company size: 2-10 Employees

Shape Software CRM

Used Daily for 6-12 months
Reviewed on 3/01/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Christopher J.
Industry: Transportation/Trucking/Railroad
Company size: 13-50 Employees

A user friendly CRM with lots of features and Cutomization.

Used Daily for 1-5 months
Reviewed on 7/05/2018
Review Source: SoftwareAdvice

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

Charles O.
Industry: Financial Services
Company size: 13-50 Employees

Best CRM I've Come Across

Used Daily for 1-5 months
Reviewed on 30/04/2020
Review Source: Capterra

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software!

Pros

Shape Software is, without a doubt, the best CRM software I have used for my company. Thanks to its ability to manage my client projects and capture leads, I have more time to focus on the bigger picture issues at my company. They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs!

Cons

No major complaints about this software. I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Patricia D.
Industry: Construction
Company size: 2-10 Employees

Amazing Software

Used Daily for 6-12 months
Reviewed on 28/12/2018
Review Source: Capterra

A customized and centralized tool for organizing our customers and tracking our performance that can be accessed anywhere.

Pros

Shape Software has been the most valuable tool for our business in tracking prospects and customers, following up, communicating, and nurturing relationships after their project has been wrapped up. We've found that it was an easy to adopt and use because of the intuitive layout and workflows. Shape's customer service and expertise in helping us get our custom software up and running really helped us to tailor the platform to our needs.

Cons

I really don't have a lot of bad experience with Shape Software. Maybe one thing they can improve on is the ability to add fields yourself within the software. Right now, you need to call to have fields added, which has been an easy solution, but it would be nice to be able to do it myself.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.5/10
Based on 17 user ratings
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Shape Pricing

Shape Pricing

Starting from
US$79.00/month
Free Trial
Subscription
Value for money

$79/user/month billed monthly

$79/user/month billed monthly

Value for Money
4.9/5
Based on 17 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Shape Features

Shape Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Database
Contact Management
Custom Fields
Customer Database
Customisable Branding
Customisable Reporting
Customisable Templates
Data Import/Export
Electronic Payments
Email Integration
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.9/5
Based on 17 user ratings
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Categories

Additional information for Shape

Additional information for Shape

Key features of Shape

  • Accounting Management
  • Archiving & Retention
  • Asset Management
  • Audit Trail
  • Billing & Invoicing
  • Calendar Management
  • Call Center Management
  • Campaign Management
  • Completion Tracking
  • Compliance Management
  • Contact Database
  • Contact Management
  • Contract Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support Tracking
  • Digital Signature
  • Direct Mail Management
  • Document Assembly
  • Document Management
  • Document Storage
  • Document Tagging
  • Email Integration
  • Email Marketing
  • Email Response Control
  • Expense Tracking
  • Forecasting
  • Full Text Search
  • Lead Management
  • Lead Scoring
  • Marketing Management
  • Mobile Access
  • Multi-Company
  • Performance Metrics
  • Pipeline Management
  • Product Catalog
  • Project Management
  • Prospecting Tools
  • Referral Tracking
  • Routing
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Status Tracking
  • Subscription Services
  • Survey Management
  • Task Management
  • Territory Management
  • Third Party Integration
  • Workflow Management

Benefits

• 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.

Shape FAQs

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$79.00/month

Pricing model: Subscription

Free Trial: Available

$79/user/month billed monthly

Q. What are the main features of Shape?

Shape offers the following features:

  • Accounting Management
  • Archiving & Retention
  • Asset Management
  • Audit Trail
  • Billing & Invoicing
  • Calendar Management
  • Call Center Management
  • Campaign Management
  • Completion Tracking
  • Compliance Management
  • Contact Database
  • Contact Management
  • Contract Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support Tracking
  • Digital Signature
  • Direct Mail Management
  • Document Assembly
  • Document Management
  • Document Storage
  • Document Tagging
  • Email Integration
  • Email Marketing
  • Email Response Control
  • Expense Tracking
  • Forecasting
  • Full Text Search
  • Lead Management
  • Lead Scoring
  • Marketing Management
  • Mobile Access
  • Multi-Company
  • Performance Metrics
  • Pipeline Management
  • Product Catalog
  • Project Management
  • Prospecting Tools
  • Referral Tracking
  • Routing
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Status Tracking
  • Subscription Services
  • Survey Management
  • Task Management
  • Territory Management
  • Third Party Integration
  • Workflow Management

Q. Who are the typical users of Shape?

Shape has the following typical customers:

Mid Size Business, Small Business

Q. What languages does Shape support?

Shape supports the following languages:

English

Q. What type of pricing plans does Shape offer?

Shape has the following pricing plans:

Subscription

Q. Does Shape support mobile devices?

We do not have any information about what devices Shape supports

Q. What other apps does Shape integrate with?

Shape integrates with the following applications:

BombBomb, Clio, Filevine, G Suite, Mailchimp, Microsoft 365, Microsoft Outlook, Stripe, Zapier

Q. What level of support does Shape offer?

Shape offers the following support options:

Phone Support, Online Support