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.
Over 2,000 positive reviews
Outstanding CRM and Exceptional Support from Tristan!
Shape Software has been a game-changer for our mortgage operations. Its robust features, like lead management and automated workflows, have streamlined our processes and significantly improved efficiency. The standout, however, is the excellent customer support. Tristan in particular has gone above and beyond to ensure we're getting the most out of the platform. If you're looking for a powerful, user-friendly CRM backed by top-notch service, I highly recommend Shape.
CapterraBest CRM I've Come Across
I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software! Shape Software is, without a doubt, the best CRM software I have used for my company. Thanks to its ability to manage my client projects and capture leads, I have more time to focus on the bigger picture issues at my company. They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs!
Best CRM in the market!
One of the best things about Shape is its flexibility. You can customize it to suit your specific needs and workflow, which means you don't have to adapt to the software – the software adapts to you. This makes it a great choice for individuals, teams, and organizations of all sizes. Overall, Shape Software is an outstanding choice for anyone who wants to boost their productivity, stay organized, and achieve their goals. Its flexibility, collaboration tools, and analytics make it a must-have for individuals and teams alike. I highly recommend it.
SourceForgeUser-friendly and the best CRM out there!
Shape Software allows you to create custom workflows and automate repetitive tasks, which can save time and increase efficiency. One of the problems that Shape Software is addressing is the challenge that small businesses face in managing their inventory. Without an effective inventory management system, businesses may struggle to keep track of their stock levels, which can result in overstocking or understocking. This can lead to lost sales, increased costs, and decreased profitability.
G2Great CRM – Best Customer Service
The system is great but their support and training is what was the cherry on top for me. Not only did I get to personalize and configure the system on my onboarding call but I've sent many questions to their team and I always get a response the same day. I've used many CRMs in the past and that's always been an achilles heal but not here. I've used MANY industry CRMs in the past and this one is by far the best. I thought I was a little too advanced for them but every question I asked and tried to stump them with their support team knew.
SourceForgeShape has increased our sales over 26% We would be lost without their system
What's most helpful is their team! They have been so beneficial in educating me, and my team on all the nuances shape provides. They are genuinely cutting-edge! I honestly cannot think of any downsides; everything is smoothly integrated Shape stops any of our leads or contacts from falling through the cracks with constant follow-up and automation; every client is consistently being contracted regardless of how busy we get, and best of all, I can continually track our sales teams progress and ratios
G2Best support and service, ever
The software is great, but the support and service from Shape is the best I've ever experienced. We've used several mortgage softwares in the past and some of them are ok but figuring them out can be a pain. Shape's support (Dani and her amazing team 🙂 helps us immediately whenever we have a question or want to learn something. Getting new employees onto the system, setting up their system, or trying to learn about texting thru the system (our latest endeavor).
G2Very User Friendly
Overall, I love the software. Enough to even sign up for my company right away. The campaigns help you to stay in touch with clients past and present and this is key to keeping clients for the long term. This software makes the process look so easy. It’s a great way to stay organized from the application to funding of a loan. I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along. The software seems to cover everything!
CapterraExtensive CRM/POS software
This software is user-friendly and easy to follow. Shape helps to STAY organized and focused on selling and making money. I love the automated follow up system and the details so we don’t lose out on any possible opportunities. This system guides you to stay in front of potential clients, to which we all know proper communication is KEY to acquiring new clients. Highly recommend Shape for any Mortgage Business that doesn’t use this CRM. I have used other CRMS/POS software Shape is second to none (you will see!!!)
G2Unbelievably user friendly mortgage CRM/POS with every feature imaginable
Shape is an all in one CRM/POS and marketing tool that is a must for any originator. It has never been easier to manage my pipeline and referrals, and my numbers have never been higher. I highly recommend Shape to any originator, as it has literally revolutionized my career. I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible. One of my favorite features is the “if/then” functionality you can choose for marketing campaigns.
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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
“Responsive, knowledgeable, and genuinely invested in your success.”
“Guided setup and migration had us live in days, not weeks.”
“Tailored to our exact workflow—without a developer.”
“More organized, faster follow-up, and more deals closed.”
Rated 5 stars by thousands of teams.
Every review reflects a real customer’s experience—from first lead to closed deal. Want the same result?
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