Jimi is positive, pro-active and incredibly knowledgeable. He is absolutely terrific! He is an invaluable resource for the Shape CRM!
This software has been a game changer. We’re a few months in and already more productive and more organized than ever before! Alex has gone above and beyond in our onboarding process helping us make this powerful tool our own. For a tech novice who needs his hand held sometimes I have been comfortable with each step of the process.
Even when I messed up some settings, Alex helped us back pedal and install best practices so we are set up for success for the long term!
I’m not really one to leave reviews, but I wanted to leave a review for Alexander Hammond my representative fot Set Shape CRM. I have been using CRMs for over 20 yrs and I must say that this is one of the best experiences i’ve had When I call to get clarity and need guidance, I feel welcome and there’s an eagerness to help me versus ny other experiences its been more of a “I have to take this call and do the thing” That support goes a long way and it shows the culture of this group. Combine that with the up to date technology and the utilization of A.I., I am big supporter of this group, and I highly recommend them and Alexander Hammond. Keep up the great work!
I am genuinely excited about the addition of Shape to my business. Their team is consistently responsive whenever concerns arise, and they go beyond simply resolving issues. They take the time to help me understand how the software can simplify and strengthen my workflow.
What I appreciate most is their guidance. They don’t just explain features; they help me think strategically about how to use the platform in a way that supports my specific business goals. The onboarding process was very hands-on, which made setup feel easy and well-supported.
A special thank you to A. Hammond for being helpful, clear, and proactive throughout the process. This support and follow-through made a meaningful difference in my experience.
I have just signed up to start using SHAPE Software for my B2B opt in marketing campaigns via email and SMS. The first thing I want to say is the follow up and onboarding to get us going has been top notch. Rare in this day an age of once signed up and billing I can’t get help or its bot help and not a human. My rep Jimi has been Awesome in helping me get setup, and he did it after hours on his time when my day slowed down. Now I am scheduled for onboarding with Stewart tomorrow to get our first campaign set up. Great experience, great job Jimi Thank you! We are looking forward to getting up and running.
Yamma was very clear in explaining step by step.
Five Stars
As a solopreneur just getting our legs under us in the service industry, it was amazing to see how Shape operates as nexus for our organization. This software will run your organization end to end and the level of support you receive getting it set up will rewrite your definition of soup to nuts
11/10 — Exceptional from start to finish.
As the founder of Project Ultimate Life, I work with entrepreneurs and business owners to establish, grow, and scale high-performance businesses. I’ve worked with many platforms, CRMs, and tech solutions over the years-and I can confidently say Shape is in a league of its own.
From day one, the experience was seamless. The professionalism, client-first mindset, and speed of service were immediately apparent. Every interaction felt intentional, supportive, and solutions-driven. No runaround. No delays. Just action, clarity, and follow-through.
What truly sets Shape apart is the level of support. It’s not just software-it’s a team that genuinely cares about your success and moves as fast as you do. Questions are answered quickly, solutions are customized, and the overall experience feels like having an elite operations and tech partner embedded in your business.
If you’re an entrepreneur or business owner who values efficiency, scalability, and top-tier support, Shape is hands-down the best CRM and business solutions platform I’ve ever used.
Highly recommend. 11 out of 10. 🚀
– Jess Hoffman
Founder, Project Ultimate Life
Shape Software CRM delivers a clean, efficient, and highly integrated platform for managing leads, communication, and workflows. Under Stewart’s leadership, the system has become noticeably more intuitive and powerful, offering smart automation and reliable tools that help teams stay organized and productive. It’s a strong choice for any business looking for a modern, user-friendly CRM built with real operational needs in mind.
As a Loan officer who has bounced around for year between CRMs that are either too complicated or not what I needed. SHAPE solved my problems. In fact, in the initial demo Call the sales rep highlighted that fact that everything I had worked for years to accomplish in a custom CRM was already built within shape. Lesson learned but grateful to have finally arrived.
Also, Alex from the support team has been super helpful! The Support staff and systems have been amazing!
The team at Shape is outstanding in setting up my CRM. Corey Chance has been extremely helpful in making the process easy. The help desk has responded to all my emails and iquiries very quickly and efficiently. I would highly recommend Shape for your CRM needs.
Changing templates will take time and may require a template change fee.
Not sure what to choose? Contact us.