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 Mortgage CRM for Customer Support!
I loved the fact that everything was easily accessible and all in one place. Shape made it extremely easy to keep track of my business contact and clients on a day to day basis.
G2Best CRM I've used to date
Customer support is great and the user interface is very easy to use. There's nothing that I dislike about Shape Software. Great system, great support. It allows me to keep my projects and tasks organised. Our entire team uses it for our email, phone, and texting.
G2Great all-in-one mortgage platform
We had used Shape Software before and bought Shape Mortgage Software for our mortgage division a couple years ago. We use the CRM and POS and are very happy.
G2Everything I could ask for
The Shape platform has provided literally every single thing I could want or ask for to keep in touch with my customers on every single level. Highly recommended I can't think of anything that Shape is missing Shape does a great job of aggregation when it comes to calls, texts, emails .
G2After 25 years I've finally found the CRM that has helped me reduce cost and increase revenue.
Ease of use and flexibility to customize. Shape helped me consolidate technology and has given me the ability to hold employees accountable and track KPI's
G2One of the best CRMs in the market today
Although I have used similar softwares in the past, I have never been fortunate enough to have such a comprehensive and complete follow-up of all prospects in such a simplistic way that sets up complete automation for me and saves me time.
G2Service second to none.
Software is easy to use… other products I have used required massive customization to be usable… Shape is ready to go out of the box, with small changes to verbaiges. The easy-to-use user interface allows me to manage my prospect and client communications intelligently.
G2Good CRM option
Its such a good option for a beginner, the easiness is one of the main reasons to adopt it.Its impressive, the experience you have since the beginning. Im willing to refer it.
G2Love the Shape Integration with Lending Pad
It is a simple-to-use POS that helps us organize all of our clients in one place. And it always keeps them informed with emails that Shape is able to send on our behalf.
G2NICE EXPERIENCE WITH THIS CRM!
It is the perfect mix between many platforms I actually know, which means you can use this single one for all tour customer data; what I love the best!
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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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