Shape Software gives you everything in one place—CRM, marketing, calling, texting, AI, reporting, and so much more—so you don’t have to stitch together five different tools.
Whiteboard CRM offers intuitive pipeline visualization and basic task automation but lacks advanced customization and built-in communication tools. Shape delivers those features plus flexible workflows, built-in messaging, and a more customizable CRM.
Jungo is built on Salesforce, while Shape is a proprietary platform built from the ground up. That means fewer limitations, faster updates, and full control over features tailored to your workflow.
BN Touch is more fixed in its capabilities and geared toward smaller teams, while Shape offers a flexible, enterprise-level platform that’s powerful and easy to customize around the way your team works.
Velocify handles lead management well but isn’t a full CRM and lacks built-in marketing tools and automation. Shape includes all of that in one platform—no extra add-ons needed.
Aidium is a mortgage CRM with built-in marketing and communication tools. Shape offers similar features but with more flexibility, deeper customization, and broader platform capabilities.
Big Purple Dot offers lead management with basic CRM features but lacks flexible marketing automation. Shape includes full CRM tools with status tracking, merge tokens, and built-in automation.
Bonzo focuses on messaging and follow-ups but has a limited CRM and rigid automation. Shape offers a full CRM with flexible automation, integrations, and stronger support.
Empower LO is built on HighLevel and offers CRM, follow-ups, and calling tools. Shape delivers similar features on a proprietary platform with more control, automation, and mortgage-specific functionality.
Insellerate offers mortgage CRM and marketing tools, but many features cost extra or require add-ons. Shape includes everything in one platform with more customization and no hidden extras.
LeadMailbox handles lead management with basic CRM and messaging tools. Shape offers those plus advanced marketing and sales automation, merge tokens, and full CRM features in one platform.
LoanOfficerCRM offers AI dialers, chat, social tools, and funnels but requires add-ons and extra setup for LOS and automation. Shape includes those features out of the box, with more customization and mortgage-ready workflows.
MLOFLO offers mortgage CRM tools with built-in messaging and POS features, but users report limitations with stability and flexibility. Shape delivers similar tools with more customization and enterprise-ready workflows.
Ricochet360 is built for high-volume calling across mortgage and insurance, but it leans heavily call center-focused and can be complex to manage. Shape offers similar tools with a cleaner interface, easier automation, and more flexibility
Salesforce is powerful but comes with a steep learning curve, higher costs, and reliance on third-party add-ons. Shape offers an all-in-one platform that’s easier to use, more affordable, and ready without extra tools.
Total Expert offers powerful marketing resources, but it falls short on lead management capabilities and day-to-day sales tools. Shape combines strong marketing with full lead management tools, all in one unified platform.
Surefire CRM is strong on marketing automation and content for mortgage pros but lacks flexible lead management and day-to-day sales tools. Shape combines both with full lead handling, customizable CRM, and smoother workflows.
Click "Get Started" and choose a best-practice industry template. Instantly unlock your login and full access to Shape’s powerful Sales CRM and marketing suite.
We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.
Unlock the power Shape to automate your sales & marketing. Deploy hundreds of automated built in marketing materials and leverage 500+ powerful features to convert more deals today.
Seamlessly connect your tools and automate workflows to streamline your processes.
This CRM has completely transformed the way we manage customer relationships. We can now track every interaction in real-time and never miss a follow-up!
John D.
Shape G2 reviews
This CRM has completely transformed the way we manage customer relationships. We can now track every interaction in real-time and never miss a follow-up!
John D.
Shape G2 reviews
This CRM has completely transformed the way we manage customer relationships. We can now track every interaction in real-time and never miss a follow-up!
John D.
Shape G2 reviews
