The ease of use of the user interface, which I work out of every day, is effortless in how it’s presented; however, it includes loads of functionality that I have complete control over to customize and add automation. One of the prominent features of this CRM is its marketing feature. It allows me to automatically reach out to my clients with pre-built templates that I can customize to my liking. This feature strengthens my relationship with my clients, and I barely even have to lift a finger to utilize this option to the fullest.
The only thing i dislike about this software is that setting up the phone system can be a bit complicated as i was utilizing several different area codes to reach multiple clients. However, they have a fantastic support system, and all I had to do was reach out to them, and they got me squared away in no time!
If you’re looking for an easy-to-use CRM with an excellent support team, then this is your product.
I am consolidating several different software systems that I used to use all under one roof. I have all my client’s info, where I can call, text, or email them and start their mortgage application all within the same software. This has benefited me immensely as I don’t have to go in and out of different Programs all day just to get something done, which saves me an incredible amount of time every day, allowing me to get on the phone with new clients more quickly.
The contact management and pipeline tools make our prospecting a lot easier. We use the system to share notes, share call recordings on leads and pretty much manage everything now. E-mail and text drip campaigns have automated a lot of the work we used to do as well. Would highly recommend Shape.
Pros: Amazing marketing automation, drip campaigns and database management software! I spent so much time using other platforms that do half of what Shape CRM does. Im very pleased with there support and staff!
Cons: Nothing really, all I can say it keep up the great work!
Overall: All in all, Shape is a great CRM, Love all the integrations and ease of use! I’m truly amazed by the all marketing automation included in this platform. Also lead prioritization has been a major help and keeping us stay organized. Love this System!
This a must in our business, I couldn’t conduct business without the CRM, they have amazing support and training material
Pros: We have been able to truly automate our business saving us a ton of time and money in the process. Before we found Shape we had to use a system our CRM, DocuSign, and a point of sale. Getting all of these systems to API and work together was very difficult to say the least. Now we have everything in one package with Shape making our business run much more efficiently and training our new hires a lot easier.
Cons: We had the best account manager there Dani but she was promoted so we no longer get to work with her.
Overall: The support team at Shape has been great. They are constantly making updates to the system keeping it fresh and adding new features regularly. Even our original salesman Daniel calls us to check in once a month. We have been customers for a few years now and the product has really made a big impact on our business.
Pros: Shape is where simplicity meets efficiency. Their easy to use interface coupled with data-driven dashboards makes them a critical software for any business. The integrated dialer feature is a seamless and really boosted productivity.
Cons: No cons, overall, it’s very straight forward software.
Overall: Simple to use and easy to reach customer service team. Highly recommend for a small/medium businesses who are looking for a straight forward software with great customer service.
Pros: Helps organize campaigns and leads in a user friendly and efficient way. I’ve been able to get more work done with the help of this product.
Cons: I don’t currently have any cons about this product.
Overall: The product isn’t just great, but the team at Shape software is knowledgeable and extremely helpful. They answer any questions and help me in a timely manner.
Pros: – simple to use
– lots of integrations
– facilitates a speedy and efficient workflow thanks to the simple design
Cons: A bit over the budget but I would say worth it in the long run
Overall: Overall, Shape is a fantastic CRM that, in my opinion, is better suited to expanding businesses. Provides extreme value to users with lead prioritization and Shape IQ.
This software has helped me build my business and keep up with all my leads in a timely efficient way. The product is easy to use and any questions I have are answered in a timely manner.
Our team loves and can now focus on managing their customers rather than administrative tasks across multiple process/portals/excel spreads. Ease of integration and implementation!
