This software has helped me a lot, it’s great and super easy to use! the way it helps you made me love it from the start. It was very easy to use throughout the loan process. I am a fan of the ease of communication, in addition to having graphics that help you understand everything better, I recommend this software. 10/10.
The experience in the system is very rewarding, since we can transform efficient communication with customers and sales that we could not obtain before, 100% recommended
I had used CRM platforms in the past but none as intuitive as Shape and focused on loan management. Definitely a good experience to recommend.
As a person that makes loans constantly at work is a great tool to keep records automatically and close transactions in less time.
I’ve been User from Hubspot and Pipedrive in the past, however I had never been able to do a complete follow-up of my prospects in such a simple way that allows me to automate processes and save a lot of time.
I like the service that Shape offers at a completely fair price and that offers what is necessary to be able to keep a record of the loans and reduce my time
I like that is very easy to use and is not expensive at all.
I like the task management, centralized prospect management, and reporting the best. I like that I can manage all my accounts, leave notes, and call/text/e-mail them from one system.
Look and feel is the best part for me. Everything is intuitive so it’s easy to learn without having to call in for tech support. I’ve used monday.com and pipedrive before and like Shape over those for sure.
Changing templates will take time and may require a template change fee.
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