Customer reviews

Don’t just take our word for it.

Over 2,000 positive reviews from 100,000+ customers who run their business on Shape. Here’s what they say about the platform—and the team behind it.

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★★★★★
2,000+ verified reviews
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Reviews

Over 2,000 positive reviews

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Victoria SanchezAll Western MortgageAug 6, 2026
★★★★★

Working with Shape has been one of the best vendor experiences I've had in my career

After a difficult experience with a previous CRM, our team was understandably hesitant about making another transition. From our very first conversations, Dani and Alexander understood those concerns and made it their mission to ensure this implementation was different. They didn't just sell us a platform, they became true partners in the process.

Throughout onboarding, data migration, and multiple technical integrations, they have been incredibly responsive, knowledgeable, and hands-on. Whether by email or phone, I've never had to chase them down for answers. Every question is addressed quickly, and every challenge is met with a solution-oriented attitude.

Alexander consistently goes above and beyond. On more than one occasion, he stayed on calls far longer than scheduled to work directly with our IT team and ensure everything was configured correctly. His commitment to our success has been exceptional.

Dani has also been outstanding. She's patient, incredibly knowledgeable, and has a talent for explaining even the most complex concepts in a way that's easy for anyone to understand. She has made what could have been an overwhelming process feel organized, manageable, and even enjoyable.

Implementing a CRM is never a small undertaking, but Shape has made it as seamless as possible. A large part of why we chose Shape was because we believed their team would set us up for long-term success, and they have exceeded every expectation.

If you're looking for a CRM backed by people who genuinely care about their clients and are willing to go the extra mile, I can't recommend Shape enough. Thank you, Dani and Alexander, for making what could have been a stressful transition such a positive experience.

Google
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Cherokee ClarkeAll Western MortgageAug 7, 2026
★★★★★

An Exceptional Experience from Start to Finish!

Putting into words just how incredible this experience has been for me and my team is difficult because I truly don't think words can fully capture how positive this transition has been. From the very beginning, Alexander H. and Danielle D. have been exceptional. Their professionalism, communication, organization, and genuine care have made transitioning our users, data, and customizations to a new CRM feel incredibly seamless. Dani has been an absolute rockstar! Her trainings have been fantastic, and her communication and follow-through are unmatched. She stays on top of every detail and has been an amazing partner throughout this process. Even when she is busy with her other duties, she always circles back with our team to let us know she is still available. Alex has been just as phenomenal. His attention to detail, responsiveness, and willingness to make himself available whenever we need support have exceeded our expectations. He has been an amazing partner in all of this and I cannot thank him enough. Together, Alex and Dani have made a massive transition feel manageable and as stress-free as possible. A special shoutout to Jim Fullen for his help gathering and organizing our user data and preparing us for the transition! After 12 years of working with CRM platforms, I can confidently say this has been my best experience to date. Shape has built an incredible team that truly cares about its clients, and I couldn't recommend them more! 100 out of 10 experience.

Verified Customer
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Jess HoffmanProject Ultimate LifeJan 27, 2026
★★★★★

11/10 Experience: Best CRM and Business Solutions Platform I've Used

11/10 — Exceptional from start to finish. As the founder of Project Ultimate Life, I work with entrepreneurs and business owners to establish, grow, and scale high-performance businesses. I’ve worked with many platforms, CRMs, and tech solutions over the years-and I can confidently say Shape is in a league of its own. From day one, the experience was seamless. The professionalism, client-first mindset, and speed of service were immediately apparent. Every interaction felt intentional, supportive, and solutions-driven. No runaround. No delays. Just action, clarity, and follow-through. What truly sets Shape apart is the level of support. It’s not just software-it’s a team that genuinely cares about your success and moves as fast as you do. Questions are answered quickly, solutions are customized, and the overall experience feels like having an elite operations and tech partner embedded in your business. If you’re an entrepreneur or business owner who values efficiency, scalability, and top-tier support, Shape is hands-down the best CRM and business solutions platform I’ve ever used. Highly recommend. 11 out of 10. 🚀 – Jess Hoffman Founder, Project Ultimate Life

Google
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Courtney PooleAmerican Mortgage SolutionsMay 29, 2024
★★★★★

Best CRM System from all the rest!

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.

Google
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Steven DearbornSpectra Home MortgageMay 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.

Google
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Jay RobinsEMortgage CapitalMar 15, 2026
★★★★★

Best-in-Class Support and Technology

I'm not really one to leave reviews, but I wanted to leave a review for Alexander Hammond my representative fot Set Shape CRM. I have been using CRMs for over 20 yrs and I must say that this is one of the best experiences i've had When I call to get clarity and need guidance, I feel welcome and there's an eagerness to help me versus ny other experiences its been more of a "I have to take this call and do the thing" That support goes a long way and it shows the culture of this group. Combine that with the up to date technology and the utilization of A.I., I am big supporter of this group, and I highly recommend them and Alexander Hammond. Keep up the great work!

Google
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Sybrina ElyKenbryMar 12, 2026
★★★★★

Outstanding Support and a Smooth Onboarding Experience

I am genuinely excited about the addition of Shape to my business. Their team is consistently responsive whenever concerns arise, and they go beyond simply resolving issues. They take the time to help me understand how the software can simplify and strengthen my workflow. What I appreciate most is their guidance. They don’t just explain features; they help me think strategically about how to use the platform in a way that supports my specific business goals. The onboarding process was very hands-on, which made setup feel easy and well-supported. A special thank you to A. Hammond for being helpful, clear, and proactive throughout the process. This support and follow-through made a meaningful difference in my experience.

Google
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Russell BarnettShop Home ServicesMar 3, 2026
★★★★★

Top-Notch Service from Day One

I have just signed up to start using SHAPE Software for my B2B opt in marketing campaigns via email and SMS. The first thing I want to say is the follow up and onboarding to get us going has been top notch. Rare in this day an age of once signed up and billing I can't get help or its bot help and not a human. My rep Jimi has been Awesome in helping me get setup, and he did it after hours on his time when my day slowed down. Now I am scheduled for onboarding with Stewart tomorrow to get our first campaign set up. Great experience, great job Jimi Thank you! We are looking forward to getting up and running.

Google
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Bill LupoTechLoans.aiNov 29, 2024
★★★★

Shape Software has been an incredible asset for our business!

The platform is packed with features that have streamlined our operations and improved efficiency across the board. A special shoutout to Tristan, who has provided top-notch support throughout our journey with Shape. His responsiveness, attention to detail, and willingness to go the extra mile have made a huge difference in our experience. Whenever we’ve had questions or needed guidance, Tristan has been there to help, ensuring we get the most out of the platform. If you’re looking for a reliable CRM with exceptional customer service, I highly recommend Shape Software. Thanks to Tristan and the team for their dedication to excellence!

Google
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Benjamin SchottNFM LendingJun 4, 2024
★★★★★

The company I work for made the move to Shape a year ago after I vetted out several CRM options.

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.

Google

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Customers say

What people mention most

Across 2,000+ reviews, customers consistently highlight Shape’s responsive support, smooth onboarding, and the flexibility to fit their business—plus the results they see once they’re up and running. Summarized from customer reviews

SupportPositive

“Responsive, knowledgeable, and genuinely invested in your success.”

OnboardingPositive

“Guided setup and migration had us live in days, not weeks.”

FlexibilityPositive

“Tailored to our exact workflow—without a developer.”

ResultsPositive

“More organized, faster follow-up, and more deals closed.”

By the numbers

Rated 5 stars by thousands of teams.

2,000+Verified reviews
5.0Average rating
100k+Customers
98%Recommend Shape

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