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Shape

Cloud-based CRM, sales & marketing automation software

Table of Contents

Is this product right for your business?

Find out with a

Shape - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

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.

Key benefits of using 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.

Starting price

119per user /
per month

Alternatives

with better value for money

Shape’s user interface

Ease of use rating:

4.7

(43)

Shape reviews

Overall rating

4.7

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend9.77/10

Rating distribution

Pros

“Their contributions have been instrumental in not only driving our business forward, but more importantly, helping us provide an amazing experience for our clients.”

Jack H.

CEO

“I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible.”

William R.

Loan Originator

“Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.”

Joseph K.

Technician

Cons

“Failed to delete my data despite multiple formal demands. Failed to refund multiple unauthorized charges still hitting my account.”

Kat A.

Sales- Sr Loan Officer

“Terrible customer service glitchy and eSignature is garbage.”

Verified reviewer

Anonymity request

“Absolutely the Worst Customer Support that exists in the industry.”

Christopher H.

CEO

Who uses Shape?

Based on 43 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services

Banking

Construction

Information Technology and Services

Others

Use cases

Small Business CRM

Mortgage CRM

Account Management

Loan Origination

Financial CRM

Shape's key features

Most critical features, based on insights from Shape users:

Sales pipeline management

4.7

(12)

Task management

5.0

(12)

Lead management

4.6

(10)

Segmentation

4.2

(5)

Reporting/Analytics

5.0

(9)

Marketing automation

4.3

(4)

All Shape features

Features rating:

4.7

(43)

Calendar management

5.0

(5)

Calendar/Reminder system

4.7

(6)

Client management

5.0

(5)

Contact database

3.7

(3)

Contact management

5.0

(9)

Customer database

5.0

(3)

Customizable reports

5.0

(5)

Data import/export

5.0

(3)

Document management

5.0

(6)

Document storage

4.0

(3)

Electronic signature

5.0

(1)

Interaction tracking

5.0

(5)

Live chat

5.0

(2)

Loan management

5.0

(6)

Search/Filter

5.0

(3)

Access controls/permissions

5.0

(4)

Lead qualification

5.0

(6)

Quotes/Estimates

4.0

(4)

Workflow management

5.0

(4)

Social media integration

5.0

(2)

Third-Party integrations

4.0

(2)

Territory management

4.0

(3)

Customizable fields

3.7

(3)

Email marketing

3.0

(2)

Email management

5.0

(9)

Forecasting

4.7

(3)

Online calendar

(0)

Online payments

(0)

Outsource Processing

(0)

Parent/Student portal

(0)

Payment processing

(0)

Payment tracking

(0)

Performance metrics

(0)

Pipeline management

(0)

Portfolio management

(0)

Pre-Qualification

(0)

Pricing management

(0)

Product catalog

5.0

(1)

Progress tracking

(0)

Self service portal

5.0

(1)

Compliance management

(0)

Knowledge management

(0)

Landing pages/web forms

(0)

Lead capture

3.0

(1)

Amortization schedule

(0)

Lender Search

(0)

Library management

(0)

Alumni management

(0)

Alerts/Notifications

5.0

(5)

Loan origination

(0)

Loan processing

5.0

(2)

Loan servicing

(0)

Mobile access

5.0

(2)

Mobile app

(0)

Multi-Branch

(0)

Multi-Company

(0)

Online applications

5.0

(1)

Shared contacts

(0)

SMS messaging

(0)

Special education

(0)

Status tracking

(0)

Strategic planning

(0)

Student Portal

(0)

Task scheduling

5.0

(1)

Team Assignments

(0)

Template management

(0)

Templates

(0)

Third Party Loan Origination

(0)

Time tracking

5.0

(1)

Transportation management

(0)

Visual Presentation

(0)

Web-based deployment

5.0

(1)

Accounting

(0)

Promissory Notes

(0)

Property database

(0)

Property tax management

(0)

Proposal generation

(0)

Prospecting tools

5.0

(2)

Admissions management

(0)

Referral tracking

5.0

(1)

Refinance Management

(0)

Relationship Tracking

5.0

(1)

Reminders

5.0

(1)

Residential Mortgages

(0)

Role-Based permissions

(0)

Sales reports

(0)

Scheduling

(0)

School district

(0)

Scoring

(0)

Activity tracking

5.0

(1)

Billing & invoicing

5.0

(1)

Batch processing

(0)

Contract/License management

(0)

Credit reporting

(0)

Critical date alerts

(0)

CRM

5.0

(5)

Curriculum management

(0)

Audit trail

(0)

Customer history

(0)

Customer management

5.0

(1)

Customer portal

(0)

Customer statements

(0)

Customer support

(0)

Customizable forms

5.0

(1)

Attendance tracking

(0)

Financial management

(0)

Calculators

(0)

Cafeteria management

(0)

Borrower management

5.0

(1)

Call center management

5.0

(1)

Campaign management

(0)

Candidate management

(0)

Cash flow analysis

(0)

Catalog management

(0)

Chat/Messaging

(0)

Client database

(0)

Bookstore management

(0)

Client portal

(0)

Collaboration tools

5.0

(2)

Commercial Mortgages

(0)

Commercial property management

(0)

Commission management

(0)

Communication management

5.0

(1)

For appraisers

(0)

For Borrowers

(0)

For brokers

(0)

For higher education

(0)

For investors & traders

(0)

For property managers

(0)

Forms management

(0)

Full text search

(0)

Fundraising management

(0)

Government Loans

(0)

Housing management

(0)

HUD Settlement Statements

(0)

Independent/Private

(0)

API

5.0

(1)

Internal chat integration

5.0

(1)

Invoice management

(0)

Dashboard

(0)

Asset lifecycle management

(0)

Deal management

(0)

Digital signature

(0)

Document automation

(0)

Document generation

(0)

Assessment management

(0)

Appointment scheduling

5.0

(2)

Document templates

(0)

Electronic Applications

5.0

(1)

Application management

(0)

Email templates

5.0

(2)

Escrow management

(0)

Expense tracking

(0)

Facility management

(0)

Fee management

(0)

Financial aid management

(0)

Shape awards

Admissions

89/100

Shape alternatives

Shape

4.7

(43)

Starting from

119

/user

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.6

Customer Support

4.6

HubSpot Sales Hub

4.5

(494)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.2

Customer Support

4.4

Copper

4.4

(622)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.1

Value for Money

4.1

Customer Support

4.3

BoldTrail

4.4

(559)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.1

Features

4.3

Value for Money

4.3

Customer Support

4.2

Shape pricing

Value for money rating:

4.6

(43)

Starting from

119

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about Shape price and value

Value for money rating:

4.6

(43)

To see what individual users think of Shape's price and value, check out the review snippets below.

“Their contributions have been instrumental in not only driving our business forward, but more importantly, helping us provide an amazing experience for our clients.”

Jack H.

CEO

“I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible.”

William R.

Loan Originator

Shape integrations (12)

Integrations rated by users

We looked at 43 user reviews to identify which products are mentioned as Shape integrations and how users feel about them.

Zapier

Integration rating: 5.0 (1)

Stripe

Integration rating: 5.0 (1)

Other top integrations

Shape support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Phone Support

Email/Help Desk

Chat

24/7 (Live rep)

Training options

Webinars

In Person

Live Online

Documentation

Shape FAQs

Q. What type of pricing plans does Shape offer?

Shape has the following pricing plans:
Starting from: $119.00/month
Pricing model: Free, Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money

Q. Who are the typical users of Shape?

Shape has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

Q. What languages does Shape support?

Shape supports the following languages:
English

Q. Does Shape support mobile devices?

Shape supports the following devices:
Android, iPad, iPhone

Q. Does Shape offer an API?

Yes, Shape has an API available for use.

Q. What other apps does Shape integrate with?

Shape integrates with the following applications:
Filevine, BombBomb, Microsoft Outlook, Zapier, Google Workspace, Stripe, Microsoft 365, Clio, Mailchimp

Q. What level of support does Shape offer?

Shape offers the following support options:
Phone Support, Email/Help Desk, Chat, 24/7 (Live rep)