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
Regional 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.
CapterraShape's Customer Service & Response Time is top notch.
Shape has a very user friendly UI. Additionally, the customer service from Daniel Kimm, Stewart Hartman and the troubleshooting support staff, everyone has been extremely helpful and responses are always provided in a timely manner. I would strongly recommend using Shape for all of your business marketing needs! I do not have any complaints as Shape is exactly everything I need built into one system. My target audience is a very unique demographic within specific categories. Shape allows me to eliminate the clutter and target my thin market using their features such as bulk email. On the back side, I love the prebuilt reports that help me monitor my A-B campaigns and more!
G2Amazing CRM by Shape Software
There are many things I liked about this platform but the best I experienced is its automation for sales and lead capture. It helps to reduce workload and gain better sales results. Easy to call and interact with leads. Its kanban board visualization gives a detailed overview. I loved how the Shape Software platform enables a powerful and integrated service for customer relations to keep every process on track. Overall, I highly recommend Shape Software if you are searching for an automated and reliable lead-capturing and sales enabler with sales pipeline functionality then this platform is best.
SourceForgeUnbelievably user friendly mortgage CRM/POS with every feature imaginable
Pros: I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible. One of my favorite features is the “if/then” functionality you can choose for marketing campaigns. Cons: I have yet to find any cons or issues with this system. Overall: Shape is an all in one CRM/POS and marketing tool that is a must for any originator. It has never been easier to manage my pipeline and referrals, and my numbers have never been higher. I highly recommend Shape to any originator, as it has literally revolutionized my career.
SourceForgeRobust CRM!!!
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. 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 shows leads, prospects, and live numbers. Shape is prepared from intake to closing and the platform is clear cut and customizable to my needs!
Does the job for You
Pros: 1. The customer service team is very knowledgeable and responsive which is one of the best part part of this software. 2. The User Interface is very beautiful and is very user friendly. 3. The Software is very affordable and one can easily consider this before other softwares. 4. We utilise the platform to exchange comments, call recordings, and almost anything else these days. A lot of the labour we used to do has been automated thanks to email and text drip programmes. Cons: 1. The don't offer free trial which I think should be there. Overall: My overall experience was great. This programme has assisted me in growing my business and keeping track of all of my contacts in a fast and effective manner.
SourceForgePerfect software for organizing and managing contacts and projects
The software came with everything already built into it or it was just a click to connect what we wanted in the integration dashboard. Things that came with Shape that we did not need to add: Contact management, project management, calendar, e-mail automation, phone dialer and dialer automation. Things that it already came integrated with: Acuity Scheduling, Stripe, Quickbooks, Zapier, SendGrid, Mailchimp, Gsuite, Outlook. I thought I could only use it from my computer but realized there's an iphone app so I've started using that too. Not sure if there's an android app or not, but the iphone one was pretty easy to use.
G2Shaping up your business in right track with Shape.
Saving up the record in shape is simple. If you input any texts into the text field it saves them automatically. On the top left, there's the productivity sidebar where we can add important notes, and get communication details like SMS, email, or phone calls. If you need to call your customer, you need to hover on their phone number and click to call. Similarly, the email can be sent in a similar way, and also there are email templates saved by default to ease up your entire process. Shape is the best CRM tool in the market. If you are thinking to grow up your business, then Shape might be the right option for it. Choose it wisely.
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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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