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Shape

Cloud-based CRM, sales & marketing automation software

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Shape Pricing, Features, Reviews and Alternatives

Shape product overview

Price starts from

$

99

/momonth
Per Feature

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

In Person
Webinars
Live Online
Documentation

Shape pricing information

Value for money

4.9

/5

19

Price starts from

$

99

/momonth
Per Feature

Pricing options

Free plan
Subscription
Free trial
Pricing range

Shape features

Functionality

4.9

/5

19
Total Features155 11 categories

Most valued features by users

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

Shape users reviews

Overall rating

5.0

/5

19

Positive reviews

100%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.58/10
Rating distribution

5

4

3

2

1

18

1

0

0

0

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

JK

Joseph K.

It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.

KK

Karen K.

Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support.

EJ

Emily J.

Cons
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.

CO

Charles O.

I really don't have a lot of bad experience with Shape Software.

PD

Patricia D.

I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it.

GS

Gabrielle S.

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 3 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.

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

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Shape Software CRM

Reviewed 3 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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A user friendly CRM with lots of features and Cutomization.

Reviewed 3 years ago
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.

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

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Amazing Software

Reviewed 3 years ago

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.

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

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Best CRM I've Come Across

Reviewed a year ago

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.

Shape FAQs and common questions

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


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


Shape supports the following languages:
English


Yes, Shape has an API available for use.


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


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

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