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.
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!!!)
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!
User interface is sleek and the dialer is great. We use the Encompass LOS integration and the Shape portal with it.
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.
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.
