Looking for a
Jungo alternative?
See why customers feel Shape is the better overall mortgage CRM.
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| Lead & Sales Management | ||
Multiple Pipeline Management
Allows businesses to manage multiple sales workflows simultaneously, ensuring better organization for different product lines, teams, or sales strategies.
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| Multiple Prioritization & Custom Views
Enables users to create personalized lead views and prioritize opportunities based on specific criteria like urgency, stage, or revenue potential.
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| 100,000 Initial Record Capacity
Provides ample storage for leads, contacts, and opportunities, supporting high-growth businesses without additional costs.
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| Marketing & Automation | ||
| 1000+ Marketing Template Library
Offers a vast collection of pre-built email, SMS, and campaign templates for quick and effective outreach.
| |  Limited |
| Automated Email & Text Follow-Up
Ensures consistent engagement with leads through pre-built automation sequences that send emails and texts based on triggers.
| |  Additional Costs |
| Pre-Built Drip Campaigns
Automates long-term nurturing sequences by scheduling a series of emails or messages based on lead behavior.
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| Communication Tools | ||
| Cloud-Based VoIP & Click-to-Call
Enables sales reps to make and receive calls directly within the CRM, eliminating the need for external VoIP services.
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| Live Call Monitoring & Call Recording
Allows managers to listen to live calls and record conversations for training, compliance, and quality assurance.
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| Mass Texting & SMS Messaging
Supports bulk text messaging campaigns to quickly reach leads and clients at scale.
| | Additional Costs |
| Mobile Accessibility & User Experience | ||
| Full Mobile CRM Access
Provides full functionality on mobile devices, allowing users to manage leads, sales, and communication on the go.
| | Limited |
| In-App Calling & Text Messaging
Enables users to make calls and send texts directly from the mobile CRM without needing external apps.
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| Customizable Lead Views in Mobile
Allows users to personalize lead views and filters for easy access to critical data while using mobile devices.
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Concerned about the moving process from Jungo 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
Access thousands of data-driven, pre-made templates designed to close loans faster, with powerful sequences for every step of the loan process. From bulk and video messaging to emojis and GIFs, our tools help you engage clients and close more loans effortlessly.
Maximize lead conversions with powerful lead management tools
Supercharge your lead management with QuickFire speed-to-contact, connecting borrowers to loan officers in seconds. Our AI lead scoring and prioritization rules bump top prospects to the front of the line, while state-based routing ensures compliance. Plus, our multi-object database allows LOAs and processors to collaborate effortlessly with LOs on client files, driving faster and more efficient loan closings.
Convert more leads with CRO-optimized lead funnels
Boost conversions with CRO-optimized landing pages, leveraging heat maps, A/B testing, and more to ensure maximum lead capture. Our survey-style lead funnels gather crucial qualifying details, and built-in scheduling tools automatically book appointments, all seamlessly integrated with your Shape Mortgage CRM.
Streamline your mortgage process with our built-in point of sale
Optimize your mortgage process with our all-in-one borrower portal, built to collect digital 1003 applications and loan documents seamlessly converted to MISMO 3.4 and PDF. Automatically synced with your LOS solution, it eliminates the need for multiple logins or tabs, streamlining your workflow for maximum efficiency.
Track realtor referrals with powerful referral partnership management
Strengthen your B2B relationships with integrated referral partner tracking, co-branding, and templated checklists. Easily identify top referrers, use advanced prioritization rules to follow up on key partnerships, and automate workflows with marketing journeys to nurture relationships. Maximize your business potential and ensure partnerships continue to thrive.
Eliminate manual effort with seamless LOS APIs and milestone updates
Leverage our native LOS integrations with Encompass, LendingPad, and LendingDox for seamless loan management, with automatic updates on assignments, transaction data, and milestones. Stay on top of every stage with automated follow-ups to borrowers, referral partners, agents, and transaction coordinators, keeping everyone informed and eliminating manual efforts.
Manage tasks and sync your calendar with Google and Outlook
Stay on target with our task management solution, enabling you to create one-off or templated tasks with scheduled cadences and checklists for efficient organization. Our calendar syncs one-way or bi-directionally with Google or Outlook, ensuring seamless integration with your email calendar.
Shape vs Jungo better scalable
CRM alternative
Breaking down Shape vs Jungo
Shape Software is an all-in-one CRM and lead management platform designed to streamline sales, marketing, communication, and automation into a single, easy-to-use system. Unlike Jungo, Shape provides multiple pipeline management, automated email and text follow-ups, built-in VoIP telephony, and deep customization options, allowing businesses to automate workflows, optimize sales engagement, and scale efficiently without external add-ons. With pre-built drip campaigns, over 1,000 marketing templates, and fully integrated mobile functionality, Shape enables teams to work smarter and close deals faster.
Multiple Pipeline Management
Shape enables businesses to manage and track multiple sales processes at once, ensuring flexibility across different teams, while Jungo does not offer this capability.
Automated Email & Text Follow-Up
Shape includes pre-built automation sequences for email and text outreach, ensuring consistent engagement, while Jungo charges extra for similar functionality.
Cloud-Based VoIP & Live Call Monitoring
Shape’s integrated telephony system allows for instant calls, call tracking, voicemail drops, and live call monitoring, whereas Jungo lacks built-in VoIP and requires third-party services for calling.
Full Mobile CRM Access
Shape provides a fully functional mobile CRM, including in-app calling, text messaging, and customizable lead views—features Jungo either limits or does not offer.
Jungo is a mortgage-focused CRM that provides basic sales tracking, lead management, and marketing automation. While it offers lead distribution, email tracking, and pre-built drip campaigns, it lacks multiple pipeline management, built-in VoIP, and comprehensive mobile access. Many critical CRM functions in Jungo require third-party integrations, increasing costs and complexity for growing businesses.
Basic Lead Distribution & Contact Management
Jungo provides standard lead distribution tools, but lacks AI-driven prioritization or custom pipeline tracking, making it less flexible for managing multiple sales processes.
Limited Email & Text Automation
Jungo includes pre-built drip campaigns, but charges extra for automated follow-ups, while Shape provides full automation at no additional cost.
No Built-In VoIP or Live Call Monitoring
Jungo does not include an integrated phone system, requiring external VoIP solutions and lacking essential features like live call monitoring or voicemail drop.
Limited Mobile Functionality
Jungo offers a restricted mobile experience, with no in-app calling, texting, or advanced lead views, making on-the-go sales management more difficult compared to Shape’s full mobile CRM.
Get started with Shape today
