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Shape

4.9
(33)

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Cloud-based CRM, sales & marketing automation software

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(3)

Shape Pricing, Features, Reviews and Alternatives

Shape FAQs

Q. What type of pricing plans does Shape offer?

Shape has the following pricing plans:
Starting from: $99.00/month
Pricing model: Free, Subscription
Free Trial: Available

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Q. Who are the typical users of Shape?

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

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Q. What languages does Shape support?

Shape supports the following languages:
English

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Q. Does Shape support mobile devices?

Shape supports the following devices:
Android, iPad, iPhone

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Q. Does Shape offer an API?

Yes, Shape has an API available for use.

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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

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Q. What level of support does Shape offer?

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

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Shape product overview

Price starts from

99

/user

Per month

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.

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.

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

Not sure about Shape? Compare it with a popular alternative

Starting from

99

/user

Per month

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Pricing range

Starting from

15

/user

Per month

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Customer support
Ease of use
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Why am I seeing this?

Shape pricing information

Value for money

4.8

/5

33

Starting from

99

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Shape features

Functionality

4.8

/5

33

Total features

166

20 categories

Most valued features by users

Reporting/Analytics
Third Party Integrations
API
Alerts/Notifications
Data Import/Export
Email Marketing
Mobile Access
Customizable Reports

Functionality contenders

Shape users reviews

Overall Rating

4.9

/5

33

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.72/10
Rating distribution

5

4

3

2

1

31

1

0

1

0

Pros
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.
Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.
It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.
Cons
Terrible customer service glitchy and eSignature is garbage.
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.
I really don't have a lot of bad experience with Shape Software.
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Jedd L.

Financial Services, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 4 years ago

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.

KF
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Kari F.

Real Estate, 1,001-5,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent Product for Real Estate Agents

Reviewed a year 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.

AR
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Verified reviewer

Construction, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Terrible customer service glitchy and eSignature is garbage

Reviewed 10 months ago

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

MH
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Madina H.

Information Technology and Services, 10,001+ employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed a year ago

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

DM
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Dorsa M.

Human Resources, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great system for prospecting and contact management

Reviewed a year ago

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.

Common Shape comparisons

Shape logo
BNTouch Mortgage CRM logo
ShapevsBNTouch Mortgage CRM

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