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Q. Who are the typical users of Shape?
Q. What other apps does Shape integrate with?
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.
Typical customers
Platforms supported
Support options
Training options
Starting from
99
/user
Per month
Starting from
15
/user
Per month
Value for money
4.8
/5
33
Starting from
99
/user
Per month
Value for money contenders
Functionality
4.8
/5
33
Total features
166
20 categories
Functionality contenders
Overall Rating
4.9
/5
33
Positive reviews
31
1
0
1
0
Overall rating contenders
Jedd L.
Financial Services, 11-50 employees
Used daily for 6-12 months
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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.
Kari F.
Real Estate, 1,001-5,000 employees
Used daily for 1-2 years
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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.
I would say price, agents like to keep overhead low but this definitely is worth every penny.
Verified reviewer
Construction, 51-200 employees
Used daily for 6-12 months
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went with [SENSITIVE CONTENT] and Monday and couldn't be happier and we saved money
nothing This software company is terrible
esignature mapping never worked properly
Madina H.
Information Technology and Services, 10,001+ employees
Used daily for 1-2 years
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I have had an amazing experience with the software and team behind this all
Ease of use, accountability, incredible customer service, and reliability
It was a bit out of our budget, but after using the system and experiencing the service it’s definitely worth the investment
Dorsa M.
Human Resources, 1-10 employees
Used daily for 2+ years
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Great overall experience.
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.
No cons that I can think of, we like the software.