Shape Software

Shape Software

13 Reviews · Last reviewed on 24 April 2019

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.

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.


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]

Shape Software Reviews



13 Reviews

Last reviewed on
24 April 2019

What do you think?

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Tuesday, February 26, 2019

from Smith Co.

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

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Thursday, January 24, 2019

from Dasine

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.


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.

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Tuesday, January 15, 2019

from Assent Inc.

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.


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.

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Sunday, January 13, 2019

from HomeFirst Mortgage Bankers

Easy all in one marketing CRM


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.


Wish I could have gotten started sooner

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Saturday, January 12, 2019

from Industrial Engineering

Intuitive cost effective software


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.


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


Intuitive, easy to use, nice interface to use.


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

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Monday, December 17, 2018

from Financial services

Professional and on point


The whole thing. My CRM email marketing was easy.


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.


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


I don’t have any complaints.

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Monday, December 10, 2018

from Construction

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.

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Sunday, December 9, 2018

from Retail

Easy Software Option


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


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

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Saturday, August 25, 2018

An Outstanding Software I Wish Would Last Forever


The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier. My favorite feature is the click to call feature as it saves me a ton of time when I need to make calls.


The layout is different from the previous systems I've used but after going through it all I actually prefer this layout vs. the others. No major cons that I can think of yet, just started using it - just wish I found it sooner.

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Monday, May 21, 2018

from Crosson Agency

A user friendly CRM with lots of features and Cutomization.


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.

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Thursday, May 10, 2018

from Jpani

We are using Setshape CRM for our company and is helps a lot mainly for recuriting services.

for account manager very easy to track with leads and keep up with sales pipline and report generation


Setshape's many features are very user friendly, one I liked/used a lot is the simplified email marketing that connects to outlook or gmail and lead priotization reports that helps to focus on the possible oppurtunites to make better decisions, Online intake form builder that really helpful that links to our software and the details are exported to our database.


Since we been using bulk email marketing, the additional charge/email sent and esignature seems to be extra unnecessary spending. For the pricing they charge as monthly fee these features can easily included without additional charge.

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This page was last updated 24 April 2019 13:18