As a lifetime CRM user and trainer, SHAPE has integrated all the must-haves in one platform for the user and to gather metrics for reporting. But a system is only as good as the support and team that provides knowledge for you to apply the product to your business model. Dani and the rest of the SHAPE team have been ultra communicative to all of our team and users. If you want to get a CRM and the job DONE I suggest you work with SHAPE and Dani DUNN!!
Vanessa Reynolds
AnnieMac Home Mortgage
Shape has been an incredible company to work with. I used a CRM by the name of Velocify back in the day before they went mortgage exclusive. As an insurance agent, there has been nothing like it… until now. Shape took everything I loved about it and improved upon it. Their team is responsive, they’re continuously building and developing the platform, and they’re open to working with you to achieve your goals. I’m looking forward to continuing to build with and on Shape.
Andrew Filar
Allstate Insurance
Shape Software along with Dani and her team have been exceptional to work with. We have a very complicated build-out for the system with in-depth customization. Shape worked with us to meet all of our needs and has gone out of their way to help us customize the system to our business model. We now use Shape for our CRM across multiple business channels and have worked with them to build lead capture pages with their secure-engine capabilities. I highly recommend the system and the Shape team.
Benjamin Schott
NFM Lending
