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.

5.0
★★★★★
2,000+ verified reviews
5★
4★
3★
2★
1★
LeaderG2 Reviews Top Rated ★Google Reviews Top RatedCapterra Top PerformerSourceForge
Reviews

Over 2,000 positive reviews

Write a Review
V
Valeria M.Aug 15, 2022
★★★★★

Excellent software

During my entire career, I've never been able to organize my clients and close my deals in an efficent way. Shape is an excellent platform for that.

G2
V
Vanessa A.Aug 15, 2022
★★★★★

Shape is a masterpiece

I have never had the experience of using a CRM in the past, however the experience has been delightful. It has helped me a lot to organize myself.

G2
V
Verified UserInformation Technology & ServicesAug 15, 2022
★★★★★

A helpful experience!

To begin with, the platform is friendly enough for new users. Collaboration in terms of HR processes and Marketing has been enhanced very nicely.

G2
V
Verified UserAccountingAug 15, 2022
★★★★★

It is a suitable platform for commercial management

The platform allows adequate control of commercial management in all its stages

G2
E
Eduardo Z.Aug 12, 2022
★★★★★

Experience using the software interface

Love the user interface and the features that come with the system

G2
D
Diego Miguel C.Aug 10, 2022
★★★★★

Great CRM for loans

As a person that makes loans constantly at work is a great tool to keep records automatically and close transactions in less time.

G2
M
Michelle C.Aug 8, 2022
★★★★★

Shape is an excellent software that helps us to maintain organized tasks, is very user-friendly.

I like that is very easy to use and is not expensive at all.

G2
J
Jennifer V.May 30, 2022
★★★★★

The software that is shaping the mortgage industry

The software expedites the loan process from start to finish. The dashboard keeps all parties informed, including the borrower.

J
Jennifer T.Loan OfficerMay 19, 2022
★★★★★

The software that is shaping the mortgage industry

Capterra
J
Joshua C.Apr 19, 2022
★★★★★

Best Mortgage CRM + POS I've used

User interface is sleek and the dialer is great. We use the Encompass LOS integration and the Shape portal with it.

G2

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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

Every review reflects a real customer’s experience—from first lead to closed deal. Want the same result?

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