Shape Pricing, Features, Reviews & Comparison of Alternatives


Cloud-based CRM, sales & marketing automation software

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Shape overview

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.


Starting from
Pricing options
Value for money
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Business size



United States, Canada

Supported languages

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

Shape reviews

There are currently no reviews of Shape.

Shape pricing

Starting from
Pricing options
Free trial
View Pricing Plans

$79/user/month billed monthly

Shape features

Activity Tracking
Automatic Reminders
Calendar Management
Contact Database
Customer Database
Customizable Reporting
Email Integration
Social Media Integration
Third Party Integration

Activity Dashboard (182 other apps)
Automatic Notifications (171 other apps)
CRM Integration (118 other apps)
Custom Fields (130 other apps)
Customizable Branding (156 other apps)
Customizable Templates (135 other apps)
Data Import/Export (151 other apps)
Electronic Payments (118 other apps)
Mobile Integration (121 other apps)
Reporting & Statistics (181 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
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Additional information for Shape

Key features of Shape

  • Access controls
  • Account alerts
  • Account tracking
  • Amortization schedule
  • Automated payment reminders
  • Automated workflows
  • Billing & invoicing
  • Bulk actions
  • Calendar/reminder system
  • Cataloging/categorization
  • Client database
  • Client statements
  • Client/property matching
  • Closing documents
  • Collaboration
  • Contact import/export
  • Contact management
  • Credit reporting
  • Custom configurations
  • Custom reporting
  • Customer statements
  • Customer support
  • Customer survey creation
  • Customizable fields
  • Customized industry workflows
  • Document management
  • E-signature
  • Electronic applications
  • Email automation
  • Email integration
  • Email management
  • Escrow management
  • Flyer printing
  • Government loans
  • HUD settlement statements
  • Household tracking
  • Influence tracking
  • Integrated dialer
  • Integrated vendor services
  • Interaction tracking
  • Internal chat integration
  • Intra-company chat & instant messaging
  • Knowledge management
  • Landing pages/web forms
  • Lead & account management
  • Lead capture
  • Lead distribution
  • Legal matter management
  • Lender search
  • List management
  • Live chat
  • Loan consolidation
  • Loan level pricing
  • Loan origination
  • Loan processing
  • Loan searching
  • Loan servicing
  • Loan submission control
  • Marketing automation
  • Marketing automation integration
  • Multi-branch
  • Multi-office
  • Online application
  • Outsource processing
  • Payment tracking
  • Pre-qualification
  • Pricing management
  • Promissory notes
  • Property alerts
  • Property tax management
  • Quotes/proposals
  • Referral tracking
  • Refinance management
  • Relationship tracking
  • Reminders
  • Reporting/analytics
  • Request escalation
  • Residential mortgages
  • Role-based permissions
  • Rules-based scheduling
  • SMS messaging
  • Sales pipeline management
  • Search/filter
  • Segmentation
  • Staff calendar
  • Student loans
  • Team assignments
  • Team management
  • Team performance analytics
  • Template library
  • Third party loan origination
  • Time tracking
  • Visual presentation
View All Features


• 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.