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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

Last updated: March 2026

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

Pros & Cons

Ease of Use

User Interface

Customer Support

Pricing

Shape’s user interface

Ease of use rating:

4.7

(44)

Shape pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(4)

3-4(1)

5(39)

What do users say about Shape?

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.

Select to learn more

Who uses Shape?

Based on 44 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)

Reporting/Analytics

5.0

(10)

Task management

5.0

(12)

Segmentation

4.3

(6)

Marketing automation

4.4

(5)

Workflow management

5.0

(5)

All Shape features

Features rating:

4.7

(44)

Calendar management

5.0

(5)

Calendar/Reminder system

4.7

(6)

Loan management

5.0

(6)

Search/Filter

5.0

(3)

Live chat

5.0

(2)

Client management

5.0

(5)

Electronic signature

5.0

(1)

Document storage

4.0

(3)

Document management

5.0

(6)

Contact database

3.7

(3)

Contact management

5.0

(9)

Data import/export

5.0

(4)

Customer database

5.0

(3)

Customizable reports

5.0

(5)

Interaction tracking

5.0

(5)

Access controls/permissions

5.0

(4)

Quotes/Estimates

4.0

(4)

Lead qualification

5.0

(6)

Mobile access

5.0

(3)

Customizable fields

3.7

(3)

Territory management

4.0

(3)

Social media integration

5.0

(2)

Lead management

4.6

(10)

Third-Party integrations

4.0

(2)

Forecasting

4.7

(3)

Email management

5.0

(9)

Email marketing

3.0

(2)

Payment processing

(0)

Invoice management

(0)

Internal chat integration

5.0

(1)

Payment tracking

(0)

Parent/Student portal

(0)

Outsource Processing

(0)

Online payments

(0)

Independent/Private

(0)

Knowledge management

(0)

Performance metrics

(0)

Online calendar

(0)

Landing pages/web forms

(0)

Lead capture

3.0

(1)

Online applications

5.0

(1)

Multi-Company

(0)

Lender Search

(0)

Multi-Branch

(0)

Mobile app

(0)

Library management

(0)

Loan servicing

(0)

Loan origination

(0)

Loan processing

5.0

(2)

Pipeline management

(0)

School district

(0)

Scoring

(0)

Self service portal

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)

Portfolio management

(0)

Pre-Qualification

(0)

Pricing management

(0)

Product catalog

5.0

(1)

Progress tracking

(0)

Promissory Notes

(0)

Property database

(0)

Property tax management

(0)

Proposal generation

(0)

Prospecting tools

5.0

(2)

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)

Accounting

(0)

Calculators

(0)

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)

Client portal

(0)

Collaboration tools

5.0

(2)

Commercial Mortgages

(0)

Commercial property management

(0)

Commission management

(0)

Communication management

5.0

(1)

Compliance management

(0)

Contract/License management

(0)

Credit reporting

(0)

Activity tracking

5.0

(1)

Admissions management

(0)

Alerts/Notifications

5.0

(5)

Alumni management

(0)

Amortization schedule

(0)

API

5.0

(1)

Application management

(0)

Appointment scheduling

5.0

(2)

Assessment management

(0)

Asset lifecycle management

(0)

Attendance tracking

(0)

Audit trail

(0)

Batch processing

(0)

Billing & invoicing

5.0

(1)

Bookstore management

(0)

Borrower management

5.0

(1)

Cafeteria management

(0)

Critical date alerts

(0)

Expense tracking

(0)

Facility management

(0)

Fee management

(0)

Financial aid management

(0)

Financial management

(0)

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)

CRM

5.0

(5)

Curriculum management

(0)

Customer history

(0)

Customer management

5.0

(1)

Customer portal

(0)

Customer statements

(0)

Customer support

(0)

Customizable forms

5.0

(1)

Dashboard

(0)

Deal management

(0)

Digital signature

(0)

Document automation

(0)

Document generation

(0)

Document templates

(0)

Electronic Applications

5.0

(1)

Email templates

5.0

(2)

Escrow management

(0)

Shape awards

Admissions

89/100

Shape alternatives

Shape

4.7

(44)

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

Salesforce Sales Cloud

4.4

(18.7K)

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No pricing info

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Features

Value for Money

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HubSpot CRM

4.5

(4.4K)

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No pricing info

Free trial

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Ease of Use

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Customer Support

Zoho CRM

4.3

(6.9K)

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Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Shape pricing

Value for money rating:

4.6

(44)

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

(44)

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