Looking for a
Bonzo alternative?
See why customers feel Shape is the better overall mortgage CRM.
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|---|---|---|
| Lead & Sales Management | ||
Multi-Record Type Organization
Shape supports multiple record types for better lead and sales management, whereas Bonzo does not.
|  |  Limited functionality. |
| Multiple Status List Management
Shape allows users to manage multiple status lists for different pipelines, while Bonzo lacks this feature.
| |  Not available. |
| Partner Management & Referral Tracking
Shape provides comprehensive partner tracking, while Bonzo includes only basic functionality.
| |  Included, but lacks advanced tracking capabilities. |
| Marketing & Automation | ||
| Pre-Built Drip Campaigns
Shape offers fully integrated drip campaigns, while Bonzo has only limited options.
| |  Included, but lacks deeper automation tools. |
| Marketing Template Library
Shape provides a vast library of marketing templates, whereas Bonzo does not include this feature.
| | Not available. |
| Marketing Analytics Tracking (UTMs)
Shape offers built-in marketing analytics tracking, while Bonzo lacks this capability.
| | Not available. |
| Communication Tools | ||
| Integrated, Cloud-Based Telephony Platform
Shape includes built-in VoIP telephony, while Bonzo requires external solutions.
| |  Requires external integrations. |
| Live Call Monitoring
Shape allows supervisors to listen in and monitor calls in real time, a feature absent in Bonzo.
| |  Not included. |
Concerned about the moving process from Bonzo to Shape?
Don’t be - we make it easy. We’ll migrate you to Shape quickly and with little to no downtime.
Shape is everything your mortgage company needs
Unlock ready-to-use mortgage marketing content that drives results
Shape provides a powerful suite of marketing tools, including pre-built drip campaigns, a marketing template library, and AI-powered lead scoring. Bonzo lacks a dedicated marketing suite, requiring external integrations to achieve similar results.
Maximize lead conversions with powerful lead management tools
Shape excels in lead management with features like multiple pipeline views, automated prioritization, and AI-driven lead scoring. Bonzo offers limited lead management capabilities, with fewer automation options and no AI-driven prioritization.
Convert more leads with CRO-optimized lead funnels
Shape includes customizable lead funnels and landing pages optimized for conversion, with built-in tracking and analytics. Bonzo does not offer built-in landing pages, requiring third-party integrations for lead capture.
Streamline your mortgage process with our built-in point of sale
Shape provides a fully integrated borrower portal for digital 1003 applications, document uploads, and eSignatures. Bonzo lacks a native digital 1003 solution, making loan application management more complex.
Track realtor referrals with powerful referral partnership management
Shape includes robust referral tracking, co-branding, and automated workflows for realtor partnerships. Bonzo offers only basic partner tracking, making it less effective for real estate professionals.
Eliminate manual effort with seamless LOS APIs and milestone updates
Shape integrates seamlessly with LOS systems like Encompass and LendingPad, ensuring real-time milestone updates. Bonzo lacks built-in LOS syncing, requiring manual updates or third-party integrations.
Eliminate manual effort with seamless LOS APIs and milestone updates
Shape provides a full-featured task and calendar system, allowing users to schedule follow-ups, sync with Google and Outlook, and automate reminders. Bonzo does not offer advanced task automation, making workflow management more difficult.
Shape vs Bonzo better scalable
CRM alternative
Breaking down Shape vs Gonzo
Shape Software is an all-in-one CRM that brings together lead management, marketing automation, communication, and workflow efficiency in one seamless system. Unlike Bonzo, Shape includes built-in VoIP, AI-powered lead scoring, customizable sales pipelines, and advanced automation tools without requiring costly third-party add-ons. Shape enables teams to close deals faster, improve operational efficiency, and scale without limitations, thanks to its pre-built industry-specific workflows, automated follow-ups, and deep CRM customization.
Multi-Record Type Organization
Shape allows users to manage multiple record types within a single system, improving flexibility, while Bonzo does not offer this capability.
Integrated VoIP & Call Tracking
Shape provides built-in VoIP calling, voicemail drops, and call tracking, whereas Bonzo requires external integrations.
AI-Powered Lead Scoring
Shape offers AI-driven lead scoring to prioritize high-value leads, a feature missing from Bonzo.
Full Mobile CRM Access
Shape provides a fully functional mobile CRM with in-app calling, texting, and task management, while Bonzo lacks deep customization options.
Bonzo is a CRM designed for basic lead management but lacks key features for scaling businesses. It does not support multiple record types, built-in VoIP, or advanced marketing automation, requiring businesses to rely on third-party integrations. Bonzo’s limitations in communication tools and mobile access make it less effective for growing sales teams that need a fully integrated solution.
Limited Partner Management & Referral Tracking
Bonzo includes basic referral tracking but lacks the advanced partner tracking capabilities of Shape.
No Built-In VoIP or Call Monitoring
Bonzo does not include integrated VoIP or live call monitoring, requiring external solutions.
Limited Marketing & Automation Features
Bonzo offers only basic marketing tools and lacks a built-in marketing template library.
No Mobile CRM Customization
Bonzo includes a mobile application but lacks advanced customization and automation capabilities.
Get started with Shape today
