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
Great for contact management and customer support.
It has lead management, customer support, and our phones, emails and texts are all in one place! The team is always extremely helpful in getting us set up. There is nothing I dislike about Shape Software. It allows us to use one system for basically everything that we need as a team. We use it for sales, project management, as well as customer support.
G2Hands down the best CRM – and I've used many
Great experience. They seem to constantly be developing and building new features which I love. It has EVERYTHING. Built in phone, e-mail, texts there's even a calendar solution that's tied to the rest of the system AND project management (we used to have trello but we got rid of it and only use Shape now). Lead distribution, marketing automation, and contact management way superior to anything I've used before.
CapterraAggressive, Ready to use, best mortgage crm
Shape know exactly what brokers need and the loan portal integration with my LOS is awesome. One feature like no other is the co-branding. I would love to get more tips and tricks to get to know the program better. There is a feature in a crm called SalesPypePro that helps us find leads and Inwish that feature would be in Shape, plus the the direct mail with closing gifts.
G2It allows me to improve my mental health by giving me more free time
For me, the way in which I can organize my time and work in order to achieve a better and adequate structure of the most important information for me and use it in the long term is very helpful. It is great to be able to have all my information secure without thinking that it was lost or that I could not find it.
G2Shape is the best software
This software has helped me a lot, it's great and super easy to use! the way it helps you made me love it from the start. It was very easy to use throughout the loan process. I am a fan of the ease of communication, in addition to having graphics that help you understand everything better, I recommend this software. 10/10.
G2Better than Salesforce and Hubspot
Feature set and pricing. We used Salesforce and hubspot in the past and both were more expensive and lacked the functionality we get outside of the box with shape. Dialer, texting, e-mails, prioritized list views, lead scoring etc. all came ready without any coding or integrations. We configured the drip campaigns ourselves easily and manage all our accounts (and leads) out of Shape. Great system, would recommend 10/10 times.
G2Very User Friendly
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!
G2Perfect Mortgage CRM + POS Combo
Love the user interface and the features that come with our system. We use Shape for our lead generation, e-mail marketing and our team uses the phones as well. We recently purchased the LOS (client portal) which has helped save time with document gathering etc. Our team has obviously had to work a lot harder in this down market and having Shape in place to generate leads has been a big help.
G2Great CRM that I would recommend to any company
I have tried several CRMs that were not user-friendly or did not have the functionality I was looking for. I found Shape to be the best all-around for our needs. Also, the service went above and beyond to facilitate any needs that we had. I haven't seen anything to dislike. Any platform can improve but I am still learning about it. Take a demo and see if it fits your needs. I found it to be the best all-around for our team.
G2Best CRM
Shape CRM provides an all in one solution, it's easy to use, helpful features that make daily task easier In my experience using other software on the market there's nothing about Shape that I dislike. Review collected by and hosted on G2.com. Shape is a powerful sales tool. It keeps me on task and on the phone. Shape provides the benefit of efficiency allowing my team to be more productive.
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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.
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