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★
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LeaderG2 Reviews Top Rated ★Google Reviews Top RatedCapterra Top PerformerSourceForge
Reviews

Over 2,000 positive reviews

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Haley KnappBoss MortgageMay 1, 2026
★★★★★

The Difference Great Support Makes

Stewart has been endlessly helpful while we integrate Shape into our system. He answers questions immediately, and has put up with many of them. Our team is now fully on board with Shape, and after trying many CRM's, we have finally found one that we couldn't be happier with. Thank you to Stewart for all he has done for our team! We appreciate you so much!

Google
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Brandon AbboCovenant Capital FundingApr 27, 2026
★★★★★

Easy to Use and Ahead of the Curve

The team at Shape have been great! The onboarding process was very smooth and quick. The product is intuitive and easy to use. They're at the forefront of technology especially as far as CRMs go. Shout out to the team that helped Corey, Jimi, and Dani. A special shout out to Corey as an Account Manager, has been a huge help!

Google
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Ralph RussellSpringboard Funding PartnersApr 15, 2026
★★★★★

Alexander Hammond – Fantastic customer service!

A shout out to Alexander Hammond – our Shape software rep. Alex has been incredibly helpful with guiding us through the software. His quick response time is very much appreciated. He walks us through our questions often with screen shares which makes the learning curve easier. Alex combines great knowledge and patience in every call. Thanks for everything you do Alex. Ralph

Google
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William McCoyNorthlane DemoJan 17, 2026
★★★★★

Built with Teams and Daily Operations in Mind

Shape Software CRM delivers a clean, efficient, and highly integrated platform for managing leads, communication, and workflows. Under Stewart’s leadership, the system has become noticeably more intuitive and powerful, offering smart automation and reliable tools that help teams stay organized and productive. It’s a strong choice for any business looking for a modern, user-friendly CRM built with real operational needs in mind.

Google
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Ron BrowningNorthlane DemoMay 20, 2025
★★★★★

Perfection in a CRM!

Ease of use, great functionality, most importantly a new team member can be productive almost immediately thanks to the well-considered UX/UI. If you want to increase your sales, look no further! The implementation is a breeze and the Shape team is phenomenal when it comes to answering questions and making onboarding a breeze.

G2
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Ebenezer EbohImperial Mortgage Services, IncJul 1, 2026
★★★★★

Easy Setup and Immediate Results

Shape CRM is a great tool and I love working with Alex Hammond. He helped me get up and running. This tool already helped me bring in past clients and stay in front of my internet leads.

Google
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Sean CollettMortgage First AugustaJun 2, 2026
★★★★★

Shape Was Customized Exactly for Our Business

Shape has been awesome to work and more importantly my AE Alex Hammond has been great. He helped me setup Shape to work with my business just how I needed it. Highly recommend!!

Google
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Nick BoardmanRosegate Mortgage, LLC.May 7, 2026
★★★★★

The Right Team for a Successful CRM Launch!

Dani Dunn and Alex Hammond were instrumental in a smooth roll out of our new CRM. Shape has plenty of flexibility and will be a pillar of our tech stack.

Google
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Nico MarleyRush LendingMay 1, 2026
★★★★★

Great Support from Elyas, Alex and the Team

Fantastic customer service and support staff. Elyas being one of them but the whole team in general! Just don’t have the rest of the names. Shout out my acc manager Alex

Google
M
Marcie GerolamyXpert Home LendingApr 20, 2026
★★★★★

Patient, Helpful, and Thorough

Alex walked me through the system and explained the process in detail. She took the time to understand my frustrations with other CRMs and made sure we addressed those concerns so I wouldn’t run into similar issues. She was extremely patient and helpful throughout the process.

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

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

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