Shape Pricing, Features, Reviews & Comparison of Alternatives


Cloud-based CRM, sales & marketing automation software

4.94/5 (17 reviews)

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.


Starting from
Pricing options
Free trial
Value for money
View Pricing Plans


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


Very good

Value for money
Ease of use
Customer support
Jedd Lara

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

Used daily for 6-12 months
Reviewed 2019-01-07
Review Source: Capterra

Great customer service! They were very quick to help when I had questions or needed any assistance.

I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!

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.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Jenna Anderson

Shape Software CRM

Used daily for 6-12 months
Reviewed 2019-01-03
Review Source: Capterra

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.

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.

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.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Christopher Jones

A user friendly CRM with lots of features and Cutomization.

Used daily for less than 6 months
Reviewed 2018-05-07
Review Source: Software Advice

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.

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.

Rating breakdown

Ease of use

Likelihood to recommend: 8/10

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Charles Ox

Best CRM I've Come Across

Used daily for less than 6 months
Reviewed 2020-04-30
Review Source: Capterra

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software!

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!

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.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Patricia Dunn

Amazing Software

Used daily for 6-12 months
Reviewed 2018-12-28
Review Source: Capterra

A customized and centralized tool for organizing our customers and tracking our performance that can be accessed anywhere.

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.

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.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Shape pricing

Starting from
Pricing options
Free trial
View Pricing Plans

$79/user/month billed monthly

Shape features

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

Activity Dashboard (261 other apps)
Automatic Notifications (223 other apps)
Custom Fields (161 other apps)
Customizable Branding (233 other apps)
Customizable Templates (198 other apps)
Data Import/Export (207 other apps)
Electronic Payments (159 other apps)
Reporting & Statistics (282 other apps)
Surveys & Feedback (167 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

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.