The synchronization to import my spreadsheets and contacts into Shape was what blew me away.
The ease of sending a large number of text messages quickly was amazing.
Absolutely perfect if your goals are price point and only to track contact information but you might need some task management too if you need to manage actual deal flow.
Amazing customer service and support! The success manager are extremely knowledgeable and respond to emails quickly.
Shape is a fantastic CRM for organizations that want a system that can support all departments such as sales, client success, customer support, finance and marketing.
It is an automated software that will help you with the organization of your company’s activities, scheduling appointments, scheduling a client with an advisor, broadcasting messages, etc.
We love the fact that Shape enables us to keep a track of all our clients in just one place.
The easy navigation has to be my favorite part in comparison to some of the competitors I’ve used before. It offers hands on help to learn how it works which is a great feature too.
The program is very easy to use and is effective at managing my contacts.
Being able to automate my sales was what I liked the most about Shape.
The technical support and assistance with any questions you have 24/7.
For the mortgage sector, it is a great work tool, it has made my job easier.
