See what our valuable customers have to say!

Over 2,000 Positive Reviews

Husna Attar
May 23, 2022

Shape CRM is one of the best CRMs I’ve ever used!

Source: Google
Verified User in Financial Services
May 23, 2022

Extensive CRM/POS software

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 CRMS/POS software Shape is second to none (you will see!!!)

Source: G2
William B.
May 21, 2022

Unbelievably user friendly mortgage CRM/POS with every feature imaginable

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.

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.

Source: Software Advice
Timmya G.
May 21, 2022

"Robust 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.

Source: G2 Crowd
A Shape Software User
May 21, 2022

Robust 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.

Source: SourceForge
William R.
May 18, 2022

Unbelievably 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.

Source: SourceForge
Skyport Group
May 13, 2022

Shape CRM is very simple to learn and get using quickly. For most companies with 1-10 sales people it will have all the tools you need to connect your sales and marketing teams and manage leads, deals and pipelines.

Source: Google
Kyle A.
May 10, 2022

Extensive CRM/POS Software

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 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 CRN. I have used other CRM/POS software, Shape is second to none. (you will see!!!)

Source: Software Advice
Mike H
May 7, 2022

Great CRM system!

Source: Google
Timmya A.
May 2, 2022

Robust 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!

Source: Software Advice
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