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Shape

Cloud-based CRM, sales & marketing automation software

Table of Contents

Is this product right for your business?

Find out with a

Shape - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

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 price

119per user /
per month

Alternatives

with better value for money

Pros & Cons

Ease of Use

User Interface

Customer Support

Pricing

Shape’s user interface

Ease of use rating:

4.7

(44)

Shape pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(4)

3-4(1)

5(39)

What do users say about Shape?

Shape's team consistently goes above and beyond to ensure that we have the support and resources we need. Whether it's a quick question or a complex issue, their responsiveness and commitment to excellence have made a significant difference in our operations.

Select to learn more

Who uses Shape?

Based on 44 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services

Telecommunications

Environmental Services

Banking

Others

Use cases

Loan Origination

Financial CRM

Online CRM

Sales Tracking

CRM

Shape's key features

Most critical features, based on insights from Shape users:

Interaction tracking

5.0

(5)

Task management

5.0

(12)

Appointment scheduling

5.0

(2)

All Shape features

Features rating:

4.7

(44)

Access controls/permissions

5.0

(4)

Accounting

(0)

Activity tracking

5.0

(1)

Admissions management

(0)

Alerts/Notifications

5.0

(5)

Alumni management

(0)

Amortization schedule

(0)

API

5.0

(1)

Application management

(0)

Appointment scheduling

5.0

(2)

Assessment management

(0)

Asset lifecycle management

(0)

Attendance tracking

(0)

Audit trail

(0)

Batch processing

(0)

Billing & invoicing

5.0

(1)

Bookstore management

(0)

Borrower management

5.0

(1)

Cafeteria management

(0)

Calculators

(0)

Calendar management

5.0

(5)

Calendar/Reminder system

4.7

(6)

Call center management

5.0

(1)

Campaign management

(0)

Candidate management

(0)

Cash flow analysis

(0)

Catalog management

(0)

Chat/Messaging

(0)

Client database

(0)

Client management

5.0

(5)

Client portal

(0)

Collaboration tools

5.0

(2)

Commercial Mortgages

(0)

Commercial property management

(0)

Commission management

(0)

Communication management

5.0

(1)

Compliance management

(0)

Contact database

3.7

(3)

Contact management

5.0

(9)

Contract/License management

(0)

Credit reporting

(0)

Critical date alerts

(0)

CRM

5.0

(5)

Curriculum management

(0)

Customer database

5.0

(3)

Customer history

(0)

Customer management

5.0

(1)

Customer portal

(0)

Customer statements

(0)

Customer support

(0)

Customizable fields

3.7

(3)

Customizable forms

5.0

(1)

Customizable reports

5.0

(5)

Dashboard

(0)

Data import/export

5.0

(4)

Deal management

(0)

Digital signature

(0)

Document automation

(0)

Document generation

(0)

Document management

5.0

(6)

Document storage

4.0

(3)

Document templates

(0)

Electronic Applications

5.0

(1)

Electronic signature

5.0

(1)

Email management

5.0

(9)

Email marketing

3.0

(2)

Email templates

5.0

(2)

Escrow management

(0)

Expense tracking

(0)

Facility management

(0)

Fee management

(0)

Financial aid management

(0)

Financial management

(0)

For appraisers

(0)

For Borrowers

(0)

For brokers

(0)

Forecasting

4.7

(3)

For higher education

(0)

For investors & traders

(0)

Forms management

(0)

For property managers

(0)

Full text search

(0)

Fundraising management

(0)

Government Loans

(0)

Housing management

(0)

HUD Settlement Statements

(0)

Independent/Private

(0)

Interaction tracking

5.0

(5)

Internal chat integration

5.0

(1)

Invoice management

(0)

Knowledge management

(0)

Landing pages/web forms

(0)

Lead capture

3.0

(1)

Lead management

4.6

(10)

Lead qualification

5.0

(6)

Lead scoring

(0)

Lender Search

(0)

Library management

(0)

Live chat

5.0

(2)

Loan management

5.0

(6)

Loan origination

(0)

Loan processing

5.0

(2)

Loan servicing

(0)

Marketing automation

4.4

(5)

Mobile access

5.0

(3)

Mobile app

(0)

Multi-Branch

(0)

Multi-Company

(0)

Online applications

5.0

(1)

Online calendar

(0)

Online payments

(0)

Outsource Processing

(0)

Parent/Student portal

(0)

Payment processing

(0)

Payment tracking

(0)

Performance metrics

(0)

Pipeline management

(0)

Portfolio management

(0)

Pre-Qualification

(0)

Pricing management

(0)

Product catalog

5.0

(1)

Progress tracking

(0)

Promissory Notes

(0)

Property database

(0)

Property tax management

(0)

Proposal generation

(0)

Prospecting tools

5.0

(2)

Quotes/Estimates

4.0

(4)

Referral tracking

5.0

(1)

Refinance Management

(0)

Relationship Tracking

5.0

(1)

Reminders

5.0

(1)

Reporting/Analytics

5.0

(10)

Residential Mortgages

(0)

Role-Based permissions

(0)

Sales pipeline management

4.7

(12)

Sales reports

(0)

Scheduling

(0)

School district

(0)

Scoring

(0)

Search/Filter

5.0

(3)

Segmentation

4.3

(6)

Self service portal

5.0

(1)

Shared contacts

(0)

SMS messaging

(0)

Social media integration

5.0

(2)

Special education

(0)

Status tracking

(0)

Strategic planning

(0)

Student Portal

(0)

Task management

5.0

(12)

Task scheduling

5.0

(1)

Team Assignments

(0)

Template management

(0)

Templates

(0)

Territory management

4.0

(3)

Third-Party integrations

4.0

(2)

Third Party Loan Origination

(0)

Time tracking

5.0

(1)

Transportation management

(0)

Visual Presentation

(0)

Web-based deployment

5.0

(1)

Workflow management

5.0

(5)

Shape alternatives

Shape

4.7

(44)

Starting from

119

/user

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.6

Customer Support

4.6

Salesforce Sales Cloud

4.4

(18.7K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.4

Value for Money

4.1

Customer Support

4.1

HubSpot CRM

4.5

(4.4K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.3

Customer Support

4.4

Zoho CRM

4.3

(6.9K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.3

Customer Support

4.1

Shape pricing

Value for money rating:

4.6

(44)

Starting from

119

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about Shape price and value

Value for money rating:

4.6

(44)

To see what individual users think of Shape's price and value, check out the review snippets below.

“Shape's team consistently goes above and beyond to ensure that we have the support and resources we need. Whether it's a quick question or a complex issue, their responsiveness and commitment to excellence have made a significant difference in our operations.”