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
Shape CRM Software is simply the best CRM solution out there!
Shape is not just software, it's a team of very talented, driven professionals. I've witnessed the transformation of the dashboard, features, and the work they put into building a truly powerful platform. From its intuitive and user-friendly interface to its powerful automation features, it has everything you need to streamline your sales and marketing processes. I would highly recommend Shape CRM to any business looking to improve their workflow and grow their customer base. There is nothing to dislike about Shape, just one thing to consider is that, like any new software, there may be a learning curve when you first start using Shape CRM. It's a powerful tool with many different features and capabilities, so it may take some time to fully get the hang of it. But we found the benefits of using Shape CRM – such as automating tasks, streamlining workflows, and getting valuable insights into business performance – make it well worth the effort. The main benefit for us is the customer journey and customer acquisition data. Shape's reporting and analytics features are top-notch, providing us with valuable insights into our business performance.
G2The Best CRM on the Market
Shape's UI is intuitive, and the setup process was pretty easy. We love how you can create and manage email and text campaigns and track everything. Some other CRMs we tested had all the same features, but getting them set up seemed much more time-consuming. Shape ties them all together nicely. Shape doesn't seem to offer over-the-phone chat support, which we find very helpful, but they provide extensive support articles for common issues and email support. We would like to have the option of over-the-phone support, but we also realize this is not always possible under financial constraints. Shape has helped us stay in constant contact with all of our leads as well as automate a good portion of our marketing. As a result, we've seen sales increase steadily in addition to keeping our clients happy because we can respond quickly and stay in constant contact. It has helped us market to a much broader client base.
G2Extensive CRM/POS software
Pros: 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 CRM/POS software, Shape is second to none. (you will see!!!) Cons: The only thing in my brief review and I wouldn't say this is a con because the reward on the backend is significant because the Shape is so extensive configuring to your exact needs requires some input on the business owner. Overall: Overall the system is easy to use and definitely value add for any mortgage business. The system takes manual labor out of your day and automates many tasks that allow for time spent on higher value-add items for the business.
SourceForgeBest Mortgage CRM we've ever used
As an owner of ClickStart Mortgage, myself and my team cannot speak highly enough of our experience with Shape Software. From day one, Shape has been an indispensable partner in our growth and success. Their dedication to understanding our needs and tailoring their solutions to fit our unique requirements has been nothing short of remarkable. Shape's team consistently goes above and beyond to ensure that we have the support and resources we need. The seamless integration and effectiveness of Shape's CRM system have been pivotal to our success. Their software is intuitive, reliable, and incredibly efficient, allowing us to manage our client and realtor relationships with ease and precision. We are truly grateful for our partnership with Shape Software and look forward to continuing this successful relationship for many years to come.
CapterraRobust CRM!!!
Pros: Shape syncs, advertises, customizes, and provides the best reporting CRM system I’ve used. You can call, text, email, and send out mass marketing all in one on the platform. It is amazing to see the dashboard reports that shows leads, prospects, and live numbers. Shape is prepared from intake to closing and the platform is clear cut and customizable to my needs! Cons: When declining a document Shape allows you to provide a customized comment to explain the denial. I would love to explore a prepopulated drop-list of reasons for denial. Overall: Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the portal to your personal needs. It is a software that is easy to navigate with great organizational settings, tracking, reporting and syncing components.
SourceForgeRobust CRM!!!
Shape syncs, advertise, customizes, and provides the best reporting CRM system I’ve used. You can call, text, email, and send out mass marketing all in one on the platform. It is amazing to see the dashboard reports that show leads, prospects, and live numbers. Shape is prepared from intake to closing and the platform is clear cut and customizable to my needs! When declining a document Shape allows you to provide a customized comment to explain the denial. I would love to explore a prepopulated drop-list of reasons for the denial. Shape is an amazing clear-cut, efficient, streamlined software that allows you to customize the portal to your personal needs. It is software that is easy to navigate with great organizational settings, tracking, reporting and syncing components.
G2Intuitive and Most Useful CRM I've Ever Used
It was easy to learn, everything was very intuitive and the user experience was sleek. I had used salesforce before and was very surprised to see what Shape looked like vs. Salesforce. I use it to prioritize partners we 're onboarding and check their status. It was very useful to keep track of my contacts, and it helped me automate a lot of follow-up. Reporting was also very useful I'm able to just export their pre-built reports instead of having to build my own each week. I'm able to manage and categorize all our different partners and it helps our team with transparency but also with tracking rev shares etc. All our different types of partners are managed out of Shape: Prospective partners, technology partners, solution partners, and agency partners.
G2Best Mortgage CRM by FAR
Best mortgage CRM we've used by far. We're now looking to use their general CRM for other companies we own (property management, call center, and sales). They have all the major features we use, and the look and feel is in a different universe vs. other systems we've used. The LOS integration is great (we used Encompass but now looking to use Lendingpad). We also use their auto-dialer, e-mail/texts, and a lot of their other general contact management. We had used Floify before and now we use the Shape Mortgage Client Portal instead. The benefit there is we can actually nurture leads with e-mail and text marketing, which we couldn't do with Floify before. We're just starting to build out our online ads with them, excited to see how they perform. Amazing support, we had Stewart and Matt help with our system.
G2Finally found a system that does it all.
Pros: We have been able to truly automate our business saving us a ton of time and money in the process. Before we found Shape we had to use a system our CRM, DocuSign, and a point of sale. Getting all of these systems to API and work together was very difficult to say the least. Now we have everything in one package with Shape making our business run much more efficiently and training our new hires a lot easier. Cons: We had the best account manager there Dani but she was promoted so we no longer get to work with her. Overall: The support team at Shape has been great. They are constantly making updates to the system keeping it fresh and adding new features regularly. Even our original salesman Daniel calls us to check in once a month. We have been customers for a few years now and the product has really made a big impact on our business.
SourceForgeUltimate CRM software for Middle Size organization
Pros: The simple interface helps the team to align properly for coordinating with Clients. Its automatic hierarchy system helps the user to know the status of their calling. Its notifications send to customers via sms / email also helps the customer to connect with the organization. Cons: Its calendar feature required google id to able to sync. For Microsoft users there is bit sync issues detected. Overall: Overall this software is best in the market. Its autonomous notifications and taking lead system helps the user to take the follow ups on time. Its template for email communication helps the marketing campaign and the best part is that, it's is very easy to operate. Its support system also helps the user for any issues via chat and online mode. Good work.
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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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