See what our valuable customers have to say!

Over 2,000 Positive Reviews

Sean Collett (Mortgage First Augusta)
June 2, 2026

Shape Was Customized Exactly for Our Business

Shape has been awesome to work and more importantly my AE Alex Hammond has been great. He helped me setup Shape to work with my business just how I needed it. Highly recommend!!

Source: Google
Jon Ben-Amor (US Direct Lender)
May 13, 2026

A CRM with More Depth Than Expected

A while ago I finished a school of thought on how I want my CRM to run with the marketing I’m putting out on social media. I had a scheduled meeting with one of Shapes Employees Tristan to help out with pushing my ideas and how I want the CRM to perform now with marketing. Tristan’s confidence in understanding of Zapier’s AI tools with my idea clearly shows the many levels and depth to Shape besides the standard operating.

I cannot wait to move forward with this system of operation!

Sincerely,

– Jonathan

Source: Google
Kris Anderson (BOC Bank)
May 8, 2026

Easy to Recommend

Corey Chance and the Shape Team have been amazing to work with. I would highly recommend them to anyone needing this type of service.

Source: Google
Nick Boardman (Rosegate Mortgage, LLC.)
May 7, 2026

The Right Team for a Successful CRM Launch!

Dani Dunn and Alex Hammond were instrumental in a smooth roll out of our new CRM. Shape has plenty of flexibility and will be a pillar of our tech stack.

Source: Google
Steven Dearborn (Spectra Home Mortgage)
May 4, 2026

Aly G. Made the Setup Process Much Easier

I have recently signed up for Shape CRM as my new marketing / CRM platform. Shape has a lot of great tools and some of the set up takes a bit of help with the Shape support team. Aly Gutierrez with the Shape support team was such a great help when it came to setting up my domain permissions to track all bulk mail. She was very hands on making sure i was able to get this set up correctly with my team. She was always there to answer any questions very promptly and also gave me some more great insight on additional tools i may be able to deploy with Shape CRM. Aly is great to work with and very knowledgeable when it comes to the Shape CRM system.

Source: Google
Gino Litonjua (Ice Blast Works)
May 2, 2026

Great CRM and Even Better Support

I’ve had a great experience using Shape CRM so far. The platform is intuitive, powerful, and has really helped streamline our workflow and improve organization across the board.

A special shoutout to Stewart Hartman he’s been incredibly helpful and knowledgeable throughout the process. Anytime we had questions or needed guidance, Stewart was quick to respond with clear, actionable answers. His support made a big difference in getting us up and running smoothly.

Highly recommend Shape CRM, especially with support like Stewart’s behind it.

Source: Google
Nico Marley (Rush Lending)
May 1, 2026

Great Support from Elyas, Alex and the Team

Fantastic customer service and support staff. Elyas being one of them but the whole team in general! Just don’t have the rest of the names. Shout out my acc manager Alex

Source: Google
Haley Knapp (Boss Mortgage)
May 1, 2026

The Difference Great Support Makes

Stewart has been endlessly helpful while we integrate Shape into our system. He answers questions immediately, and has put up with many of them. Our team is now fully on board with Shape, and after trying many CRM’s, we have finally found one that we couldn’t be happier with. Thank you to Stewart for all he has done for our team! We appreciate you so much!

Source: Google
Bryce Bradley (Rosegate Mortgage, LLC.)
May 1, 2026

The Team Made All the Difference

The team at Shape has been fantastic. Kevin set us up with Dani Dunn and Alex Hammond and our team has been thrilled thus far. Dani has consistently gone above and beyond to ensure the system is aligned with our needs (which is a lot!) After a thorough set-up process, we are now using Shape for our CRM. We feel great about our decision and are confident our team is positioned for even more success in the future as a result of this partnership.

Source: Google
Brandon Abbo (Covenant Capital Funding)
April 27, 2026

Easy to Use and Ahead of the Curve

The team at Shape have been great! The onboarding process was very smooth and quick. The product is intuitive and easy to use. They’re at the forefront of technology especially as far as CRMs go. Shout out to the team that helped Corey, Jimi, and Dani. A special shout out to Corey as an Account Manager, has been a huge help!

Source: Google
Marcie Gerolamy (Xpert Home Lending)
April 20, 2026

Patient, Helpful, and Thorough

Alex walked me through the system and explained the process in detail. She took the time to understand my frustrations with other CRMs and made sure we addressed those concerns so I wouldn’t run into similar issues. She was extremely patient and helpful throughout the process.

Source: Google
Kenneth (Capital Mortgage Federal Credit Union)
April 15, 2026

Customer Service-Support

I had a very pleasant experience with onboarding throughout the entire process. Yamma was knowledgeable, informative and professional. He made sure that he answered any concerns and welcomed me to the benefits of the software. He encouraged me to explore the various features and Shape Customer Support is always willing and able to assist.

Source: G2 Crowd
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