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!
Shape is where simplicity meets efficiency. Their easy to use interface coupled with data driven dashboards make them a critical software for any lead generating company. The integrated dialer feature is seamless and significantly increases production.
To date I do not have many things to point out about Shape that I dislike
It’s solving the need for an intuitive and efficient way for our company to get leads.
Great product to keep all your clients organized and updated throughout the process. Easy to use marketing automation. I have other marketing automation systems and its so confusing. This is straight forward and every effective.
The overall system seems very user friendly. Things seem to make sense where they are located and are easy to find. I love that inquiries on our website go straight into the CRM. We didn’t have that with our last program.
I have had an amazing experience with the software and team behind this all. Most importantly ease of use, accountability, incredible customer service, and reliability
Shape software is easy to use, intuitive, and just the perfect software. Highly recommended.
Saving up the record in shape is simple. If you input any texts into the text field it saves them automatically. On the top left, there’s the productivity sidebar where we can add important notes, and get communication details like SMS, email, or phone calls. If you need to call your customer, you need to hover on their phone number and click to call. Similarly, the email can be sent in a similar way, and also there are email templates saved by default to ease up your entire process.
Shape is the best CRM tool in the market. If you are thinking to grow up your business, then Shape might be the right option for it. Choose it wisely.
Love how helpful support staff is with the integration. She provides elite client service and makes us really feel like part of the team.
