Shape Software Reviews

John from Smith Co.

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

Jenna 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.

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.

Jedd 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.

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.

Danny from HomeFirst Mortgage Bankers

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

Taylor from Industrial Engineering

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.

Anonymous

Pros

Intuitive, easy to use, nice interface to use.

Cons

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

Tana from Financial services

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

Anonymous

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.

Patricia from Construction

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.

Jon from Retail

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.