Shape Software Alternatives & ReviewsUsed by 72% Professionals

Shape Software Reviews

Paid

4.8

/5

(Alternatives.co rating)
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Shape Software provides cloud-based CRM, sales and marketing automation, and other services to businesses of all sizes. To acquire leads, you can utilize a variety of solutions to manage and automate your internet marketing campaigns, promotions, and much more. Key features include intake management, customer management, and so on.

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Shape Software
4.8
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  • 4.7
  • 4.9
  • 4.9
G2
4.7
Top Comments by G2
Positive Comments
  • Nilu K.Recruiting
    Review
    5.0

    Prospecting, organization, project management, and reporting is fantastic with Shape. I've worked on teams where I managed many people under me before, and I still work with an amazing team of people but after properly configuring Shape I'm able to get as much done with just me + Shape's automation as I've been able to do with many assistants before. Prospecting: We can import massive lists of prospects and we run e-mail text and phone campaigns with all prospects automatically. We can easily take notes after each contact or contact attempt (I don't even type I just use their voicenote feature) and best of all there are automated e-mails and texts that go out after each contact attempt. For example after a call if a prospect doesn't answer an automatic e-mail and text is sent out from my system. There's also a voicemail drop feature which saves us hours, anytime I call and someone doesn't answer I just push a button and a voicemail is left for them. Organization: My calendar is synced, their mobile app notifies me of everything, and the task management and project management features allow me and everyone to work out of one centralized place. Reporting: It looks like there are 100+ pre-built reports but I honestly have no idea how many there are (we just use the call reports and email reports, we don't really use the others yet). My favorite thing, which probably isn't a big deal, is their call recording feature. Instead of pipeline reports where we used to have to describe what someone sounded like on the phone I can simply just play a recording to hear the candidate speak. I'm talking to them to see if I can build out some customized features and I'm pretty hopeful I can use their client portal and if that's the case then GEM and other softwares like greenhouse, lever, or Asana may not even be needed in the future and we can just use Shape for those similar features if needed again. Sourcing, prospecting, follow-up automation. I mentioned the call recording feature which I loved and thankfully we didn't even need to purchase Ytel or Ringcentral we just use Shape!

  • Sam k.partner
    Review
    0.0

    cloud based. Nothing really other then centralizing lead info and docs into one convenient portal The company has been billing us month after month for services we did not enable. $300 / mo for google API for maps and $500 / month for call recording. Do not be fooled by their 99/month advertisement. The system will not allow us to remove our credit card info, and they have yet to refund us for fraudulent billing charges that have occurred month after month. They never pick up the phone and bounce you around to different departments via email ONLY. When I emailed my notification of canceling, service was the only time I received a phone call regarding the matter from Daniel Kim in an attempt to retain our account, which is sadly too late. Given the company's evil actions, I am looking to see who else out there has been taken advantage of by Shape. My attorney would like others to step forward so we can build a cohesive case and seek damages for all who are entitled. Also, any changes, even if it is of the smallest type, have to go through their "engineers," so you have to pay a premium to make any alternations handicapping you and your IT/web development staff. Please stay away from this company and go with a more established organization. Centralizing lead/prospect info with their respective documents is the only real benefit we have experienced; we still pay for a dialer system and store all of the borrowers' documents in the operating loan system.

  • Bobby S.Mortgage Loan Officer
    Review
    4.5

    The ease of use of the user interface, which I work out of every day, is effortless in how it's presented; however, it includes loads of functionality that I have complete control over to customize and add automation. One of the prominent features of this CRM is its marketing feature. It allows me to automatically reach out to my clients with pre-built templates that I can customize to my liking. This feature strengthens my relationship with my clients, and I barely even have to lift a finger to utilize this option to the fullest. The only thing i dislike about this software is that setting up the phone system can be a bit complicated as i was utilizing several different area codes to reach multiple clients. However, they have a fantastic support system, and all I had to do was reach out to them, and they got me squared away in no time! If you're looking for an easy-to-use CRM with an excellent support team, then this is your product. I am consolidating several different software systems that I used to use all under one roof. I have all my client's info, where I can call, text, or email them and start their mortgage application all within the same software. This has benefited me immensely as I don't have to go in and out of different Programs all day just to get something done, which saves me an incredible amount of time every day, allowing me to get on the phone with new clients more quickly.

Negative Comments
  • Verified User in Real EstateSmall-Business(50 or fewer emp.)
    Review
    5.0

    My personal favorite thing about Shape is that it is the most effective platform I've ever used for a one-stop-shop for everything I've needed. One of my favorite features is the SMS integration. As a lot of my business is conducted via text, it makes it extremely easy for me to see all my texts right there on the software. Another one of my favorite features is the MLS sync which lets me find particular listings that match my criteria, all right there in the software! As well, being able to easily prioritize leads easily within the software is another plus. Overall, just the ability to sync and integrate practically everything you could possibly think of into one area makes this software so valuable. Not having multiple tabs or apps open on my computer or phone and being able to manage basically all components from one spot has definitely been worth the cost of the Shape. Also, I've been using google calendar for ages and basically all my business-oriented events are scheduled on there for the next several months, so being able to seamlessly integrate my google calendar into Shape is just another plus! Perhaps I'd like to edit the style of the software a little bit. Having more customization in terms of the aesthetic of Shape would be nice. If you are managing your business through using several apps and Softwares, this will definitely make your life much easier One of my main problems prior to having Shape was having to jumble and navigate from software to software for my various work-related documents and files. Being able to seamlessly manage literally everything from one central place has made life definitely easier, and in the long run, looking at the $100 price tag, it is most certainly worth it.

  • Sam k.partner
    Review
    0.0

    cloud based. Nothing really other then centralizing lead info and docs into one convenient portal The company has been billing us month after month for services we did not enable. $300 / mo for google API for maps and $500 / month for call recording. Do not be fooled by their 99/month advertisement. The system will not allow us to remove our credit card info, and they have yet to refund us for fraudulent billing charges that have occurred month after month. They never pick up the phone and bounce you around to different departments via email ONLY. When I emailed my notification of canceling, service was the only time I received a phone call regarding the matter from Daniel Kim in an attempt to retain our account, which is sadly too late. Given the company's evil actions, I am looking to see who else out there has been taken advantage of by Shape. My attorney would like others to step forward so we can build a cohesive case and seek damages for all who are entitled. Also, any changes, even if it is of the smallest type, have to go through their "engineers," so you have to pay a premium to make any alternations handicapping you and your IT/web development staff. Please stay away from this company and go with a more established organization. Centralizing lead/prospect info with their respective documents is the only real benefit we have experienced; we still pay for a dialer system and store all of the borrowers' documents in the operating loan system.

  • Verified User in Marketing and AdvertisingSmall-Business(50 or fewer emp.)
    Review
    4.5

    I was able to ditch my confusing excel spreadsheet, extensive email inbox labeling, and manual tracking system with one easy-to-use software. Shape Software provides the automation I need to focus more time on the digital marketing services I provide, and less time managing the administrative side of my own business. The automated features were the biggest selling points for me! Lead capture, sending follow-ups, and managing ongoing client projects within one interface has streamlined my entire process. I no longer lose track of important information or have to update the same client status in multiple locations. And, the automation has taken the tedious and time-consuming tasks off of my to-do list! I am a fairly new user to Shape Software, but will definitely be continuing! As of now, there are few items I dislike. It is much easier to use than past CRM Softwares and plugins I have tried. The intuitiveness is essential for me. Sometimes it takes a while to load, but I don't have incredible internet access where I live, so that could be a factor too. My biggest thing is organization and time-saving. The automated lead capture and follow-ups have freed up an enormous chunk of my time that I can focus on current client projects and delivering exemplary service. I can now see the areas I actually need help in and where to devote the time to growing my business. The administrative confusion was distracting me from seeing the potential of my business!

GetApp
4.9
Top Comments by GetApp
Positive Comments
  • Lisa Z.Financial Services
    Review
    5.0

    Overall, I love the software. Enough to even sign up for my company right away. The campaigns help you to stay in touch with clients past and present and this is key to keeping clients for the long term.

  • Timmya G.Financial Services
    Review
    5.0

    Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the portal to your personal needs. It is a software that is easy to navigate with great organizational settings, tracking, reporting and syncing components.

  • Kyle H.Financial Services
    Review
    5.0

    No Comments

Negative Comments
  • Anonymous ReviewerConstruction
    Review
    2.0

    went with [SENSITIVE CONTENT] and Monday and couldn't be happier and we saved money

  • Christopher J.Transportation/Trucking/Railroad
    Review
    4.0

    No Comments

  • Lisa Z.Financial Services
    Review
    5.0

    Overall, I love the software. Enough to even sign up for my company right away. The campaigns help you to stay in touch with clients past and present and this is key to keeping clients for the long term.

Capterra
4.9
Top Comments by Capterra
Comments
  • Gabrielle S.Digital Marketing Consultant
    Review
    5.0

    I am a digital marketing consultant for small businesses and entrepreneurs. Using Shape Software has truly streamlined the entire process for me. Before, I had a complicated system of finding, tracking and managing client leads. Shape Software has all of the features for automated lead capture, sending follow-up messages, and project management within one user-friendly interface. The automation was one of the biggest selling points for me. Working and managing my consultancy alone, I love being able to offload mindless tasks and know they are being handled efficiently and that I can go and check in on them at any time. I was able to replace my crowded excel spreadsheet, email inbox labeling, and manual list with one system. I was able to clear up my workspace, cut down project time and costs, and focus more on providing exemplary service instead of managing my own business.
    I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it. I am working on growing my team and haven't been able to test the integrated features yet, but I'm hoping adding team members is as painless as everything else has been.

  • Jenna A.Hiring Manager
    Review
    5.0

    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.

  • Patricia D.project manager
    Review
    5.0

    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.

  • Timmya G.Mortgage Underwriter
    Review
    5.0

    Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the portal to your personal needs. It is a software that is easy to navigate with great organizational settings, tracking, reporting and syncing components.
    Shape syncs, advertise, customizes, and provides the best reporting CRM system I've used. You can call, text, email, and send out mass marketing all in one on the platform. It is amazing to see the dashboard reports that shows leads, prospects, and live numbers. Shape is prepared from intake to closing and the platform is clear cut and customizable to my needs!
    When declining a document Shape allows you to provide a customized comment to explain the denial. I would love to explore a prepopulated drop-list of reasons for denial.

  • Kyle H.Loan Officer/Realtor
    Review
    5.0

    This software is user-friendly and easy to follow. Shape helps to STAY organized and focused on selling and making money. I love the automated follow up system and details so we don't lose out on any possible opportunities. This system guides you to stay in front of potential clients, to which we all know proper communication is KEY to acquiring new clients. Highly recommend Shape for any Mortgage Business that doesn't use this CRN. I have used other CRM/POS software, Shape is second to none. (you will see!!!)
    The only thing in my brief review and I wouldn't say this is a con because the reward on the backend is significant because Shape is so extensive configuring it to your exact needs requires some input on the business owner.

  • Natasha J.Account Manager
    Review
    5.0

    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.