Shape Software

Shape Software

13 Reviews

What is Shape Software ?

**Shape CRM** helps you manage your business on one easy to use platform. Shape's cloud-based software offers dozens of tools designed to manage and automate your online marketing and promotions via email and SMS, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional online documents, accept online payments, run custom reporting, and automate everyday admin tasks.

Shape is perfect for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction, but also offers completely customizable solutions for nearly every service-based business.

Shape's collaboration tools help facilitate project information sharing within and across departments and user roles keep sensitive business data private. Shape includes a centralized repository to store and manage prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.

Shape’s customizable dashboard enables users to keep track of department-specific performance analytics and explore business-relevant trends through powerful data insights. Additional features include call scripting, drip campaign automation, SMS messaging, task scheduling, reporting, and dozens of integrations.

Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email. Custom account setups are also available upon request.

Serchen Index

54.85
18
Employees
13
Reviews
190
Followers
N/A
Likes

Shape Software Key Features

Free Trial

Free Demo

Cloud-Based CRM

Online Contracts & Payments

Custom Online Documents (Intake Forms, Q

Lead Capture Import

Data Importing/Exporting

Seamless Sync with Case Mgt, LOS, MLS, M

Integrated Dialer & SMS Messaging

Email, SMS, and Call Script Templates

What is Shape Software ?


Shape Software Product Details

All-inclusive business technology.

Ditch the spreadsheets & multiple tabs.

Sales & Marketing Tools

  • Campaign and Sales Tracking
  • Cloud Phone System
  • Inbound & Outbound Calling
  • Progressive Dialer
  • Desktop Phone
  • Click-to-Call Dialing
  • Local Caller ID
  • Call Scripts, Recording, & Monitoring
  • Ringless Voicemail
  • Text Messaging
  • Integrated eSignature Solution
  • Custom Email Campaigns & Templates
  • Drip Campaign Automation
  • Referral Tracking
  • Webhooks

Core Features

  • Shape Software CRM
  • Lead & Account Management
  • Team Performance Analytics
  • Customized Industry Workflows
  • Contact Management
  • Lead Distribution & Customizable Merge Tags
  • Email Integration for Outlook & Gmail
  • Task Scheduling, Automation & Activity Logs
  • Role Based Permissions
  • Customizations & API
  • Document Storage
  • Intra-Company Chat & Instant Messaging
  • IP Restrictions

Countries Shape Software Services Available In

United States


Shape Software Pricing

All inclusive cloud software, one price, no annual contracts.

With Shape, you don't need to decide between different product offerings. All of our features are included in one system for an affordable month to month price.

$79 PER USER / MONTH
BILLED MONTHLY


Shape Software Support & Customer Service

Sometimes you need a little help a Shape support rep. We’ve got your back.
Contact 24/7 security and customer support. [email protected]


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Shape Software Reviews

4.9

Excellent!

13 Reviews

Last reviewed on
24 April 2019

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Tuesday, February 26, 2019

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

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Thursday, January 24, 2019

Shape Software CRM

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.

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Tuesday, January 15, 2019

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

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.

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Sunday, January 13, 2019

Easy all in one marketing CRM

Pros

Customer service did a great job setting up our system to easily keep track of all of our leads. Helps to capture a higher closing rate.

Cons

Wish I could have gotten started sooner

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Saturday, January 12, 2019

Intuitive cost effective software

Pros

Easy to use software that was intuitive from the get-go. A far cheaper system than standard platforms out there without any compromises on features.

Cons

As an engineer, most CRM systems seem tedious. Shape was quick and easy to setup, and it's video tutorials made it a breeze to setup yourself.

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Sunday, January 6, 2019

Pros

Intuitive, easy to use, nice interface to use.

Cons

That it has not been available sooner. Needs more customization tools.

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Monday, December 17, 2018

Professional and on point

Pros

The whole thing. My CRM email marketing was easy.

Cons

nothing really, I liked it more than the company's CRM

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Thursday, December 13, 2018

Amazing customer support

Our executive was very detailed and got exactly what I needed.

Pros

I worked with the executive to build a custom system and I love it. It’s working out extremely well.

Cons

I don’t have any complaints.

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Monday, December 10, 2018

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.

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Sunday, December 9, 2018

Easy Software Option

Pros

I love how easy it is to use Share. The marketing is automated and makes life simple.

Cons

There really isn’t any con about the software at this time.

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