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
Best 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.
SourceForgeRegional Coordinator for International Company
I loved how amazing the UX is on this software. I am a UX designer and I love the interfaces they use to represent the data. It's super easy to understand. I haven't had expierences with software like this before, but they make it super easy to use and understand. They also have an amazing support team if you have any questions. You can contact them easily on their website, which is really nice. They made my day to day taks of scheduling meetings with a bunch of difftent directors super easy.Given that my organization has many diffrent parts they group togeather my emails so it's nicley organized and my OCD self doesn't get flustered. I like thier calender intercaes as well, it's better than using google calender or one of the other competitors.
G2Finally found a software that has it all!
I am a digital marketing consultant for small businesses and entrepreneurs. Using Shape Software has truly streamlined the entire process for me. Before, I had a complicated system of finding, tracking and managing client leads. Shape Software has all of the features for automated lead capture, sending follow-up messages, and project management within one user-friendly interface. The automation was one of the biggest selling points for me. Working and managing my consultancy alone, I love being able to offload mindless tasks and know they are being handled efficiently and that I can go and check in on them at any time. I was able to replace my crowded excel spreadsheet, email inbox labeling, and manual list with one system. I was able to clear up my workspace, cut down project time and costs, and focus more on providing exemplary service instead of managing my own business.
Shape Software CRM
Shape Software is our most valuable business tool. Forget about complex and expensive CRM tools, Shape is the first software system that actually make the salesman's job easy. In addition, Shape's development team is always rolling out new and improved features on a regular basis, which makes me feel confident that they take pride in keeping up with current technology. Shape Software is intuitive, organized, customizable, and great for any sized company. It's been our most valuable tool in helping to streamline our processes. Your are able to test out all of the features of Shape for 14 days free with their trial to get a better feel for how it works. Shape is very reasonably priced and comes with all the CRM necessities to run most businesses.
CapterraPage 8 of 27
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?
Share your experience
Tell others how Shape has worked for you. Five-star reviews publish right away; anything lower is reviewed by our team before it appears.
Please choose a star rating.
Please enter your first name.
Please enter your last name.
Please enter your company.
Please add a short title.
Please write your review.
By submitting, you confirm this is your genuine experience with Shape.
Thank you — your review is live!
Your 5-star review has been published and now appears on this page. We really appreciate you sharing your experience.
Thanks — your review is pending.
Your review has been submitted and will appear once our team has approved it, usually within one business day.