The company I work for made the move to Shape a year ago after I vetted out several CRM options. The move has been great for us. 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.
We couldn’t be happier with our experience using SHAPE CRM, and a large part of that satisfaction comes from working with our account executive, Stewart Hartman. Stewart has been our project manager, and his dedication and expertise have been incredible. We evaluated many CRMs before deciding on SHAPE, and we are so glad we did. Stewart made the transition seamless and has been an invaluable resource every step of the way. His knowledge, responsiveness, and commitment to our success are unmatched. I highly recommend SHAPE CRM to anyone looking for a reliable and efficient CRM system, especially with Stewart Hartman leading the way. Thank you, Stewart, for your outstanding support and guidance!
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.
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!!
Great customer service! They were very quick to help when I had questions or needed any assistance. I was able to work with the team at Shape to custom tailor it to fit my company’s needs exactly!
Shape is very simple to use. It has so many features and useful business applications. A great way to stay organized.
The upside to using the Shape software is I like having a POS and CRM within the same system.
Great customer service. Stewart has been such a help and has gotten back to me so quickly and always lends a hand even when I have questions about other programs that connect to Shape!
If I was the type of person that sang off of mountain tops, one of the highest praises I would sing would be for Shape Software! We have been with them for a few years, and they just keep growing and adding more capabilities to help our business grow. We are a pretty tech savvy mortgage company, and we had tried a few other CRMs in the past and none can compare. The automation options are nearly limitless, a must have for a company needing to market to a large database. Customer service is always quick to respond, thorough, and willing to go the extra mile to ensure you are getting the most out of the product. We work closely with Dani D. a lot, and she is so knowledgeable and fun to work with. If you’ve been on the fence- pull that other leg over and step on to where the grass is actually greener.
