I have tried several CRMs that were not user-friendly or did not have the functionality I was looking for. I found Shape to be the best all-around for our needs. Also, the service went above and beyond to facilitate any needs that we had.
I haven’t seen anything to dislike. Any platform can improve but I am still learning about it.
Take a demo and see if it fits your needs. I found it to be the best all-around for our team.
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.
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.
Prospecting, organization, project management, and reporting is fantastic with Shape. I’ve worked on teams where I managed many people under me before, and I still work with an amazing team of people but after properly configuring Shape I’m able to get as much done with just me + Shape’s automation as I’ve been able to do with many assistants before.
Prospecting: We can import massive lists of prospects and we run e-mail text and phone campaigns with all prospects automatically. We can easily take notes after each contact or contact attempt (I don’t even type I just use their voicenote feature) and best of all there are automated e-mails and texts that go out after each contact attempt. For example after a call if a prospect doesn’t answer an automatic e-mail and text is sent out from my system. There’s also a voicemail drop feature which saves us hours, anytime I call and someone doesn’t answer I just push a button and a voicemail is left for them.
Organization: My calendar is synced, their mobile app notifies me of everything, and the task management and project management features allow me and everyone to work out of one centralized place.
Reporting: It looks like there are 100+ pre-built reports but I honestly have no idea how many there are (we just use the call reports and email reports, we don’t really use the others yet).
My favorite thing, which probably isn’t a big deal, is their call recording feature. Instead of pipeline reports where we used to have to describe what someone sounded like on the phone I can simply just play a recording to hear the candidate speak.
I’m talking to them to see if I can build out some customized features and I’m pretty hopeful I can use their client portal and if that’s the case then GEM and other softwares like greenhouse, lever, or Asana may not even be needed in the future and we can just use Shape for those similar features if needed again.
Shape CRM provides an all in one solution, it’s easy to use, helpful features that make daily task easier
In my experience using other software on the market there’s nothing about Shape that I dislike.
Review collected by and hosted on G2.com.
Shape is a powerful sales tool. It keeps me on task and on the phone. Shape provides the benefit of efficiency allowing my team to be more productive.
Pros: Intuitive.
User-friendly interface.
Amazing automation.
Keeps me super organized.
Awesome customer service.
Cons: Can’t think of any at the moment. As long as one is consistent with the software, you can get the most out of it.
Overall: Love this software! It is a “one stop shop” for me and keeps me efficient and organized. It’s been a life saver!
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.
Pros: Love the look and feel vs. what we used to use. It also makes my life a lot easier being able to share call recordings and notes right in the system instead of having written reports go back and forth on emails.
Cons: Zero cons as of yet. Haven’t used all the features yet though.
Overall: Overall a great experience and great software. Dani and Stewart are AMAZING and we’ve been treated very well 🙂
We’ve used Shape for a couple years now, and mainly use it to manage our prospects and for contact management. It’s definitely easy to use and we do all our e-mail and text follow-ups through there. I like that we can record all our calls it makes it easy to send the recordings instead of having to describe prospects. We also use it for project and task management.
