We had used Shape Software before and bought Shape Mortgage Software for our mortgage division a couple years ago. We use the CRM and POS and are very happy.
The Shape platform has provided literally every single thing I could want or ask for to keep in touch with my customers on every single level. Highly recommended
The Shape platform has provided literally every single thing I could want or ask for to keep in touch with my customers on every single level. Highly recommended
I can’t think of anything that Shape is missing
Shape does a great job of aggregation when it comes to calls, texts, emails .
What’s most helpful is their team! They have been so beneficial in educating me, and my team on all the nuances shape provides. They are genuinely cutting-edge!
I honestly cannot think of any downsides; everything is smoothly integrated
Shape stops any of our leads or contacts from falling through the cracks with constant follow-up and automation; every client is consistently being contracted regardless of how busy we get, and best of all, I can continually track our sales teams progress and ratios
Shape’s UI is intuitive, and the setup process was pretty easy. We love how you can create and manage email and text campaigns and track everything. Some other CRMs we tested had all the same features, but getting them set up seemed much more time-consuming. Shape ties them all together nicely.
Shape doesn’t seem to offer over-the-phone chat support, which we find very helpful, but they provide extensive support articles for common issues and email support. We would like to have the option of over-the-phone support, but we also realize this is not always possible under financial constraints.
Shape has helped us stay in constant contact with all of our leads as well as automate a good portion of our marketing. As a result, we’ve seen sales increase steadily in addition to keeping our clients happy because we can respond quickly and stay in constant contact. It has helped us market to a much broader client base.
Has helped us get clear on our leads and create a custom drip campaign. Tech support has been amazing to help us quickly get clarity and resolutions.
It’s increased sales over 26%!! Lead management and pipeline tracking as well as I can calculate my cpl
Ease of use and flexibility to customize. Shape helped me consolidate technology and has given me the ability to hold employees accountable and track KPI’s
I’ve used a few CRM platforms in the past, but I’ve found this one the most intuitive and user-friendly. Would recommend it for loan management.
Although I have used similar softwares in the past, I have never been fortunate enough to have such a comprehensive and complete follow-up of all prospects in such a simplistic way that sets up complete automation for me and saves me time.
Changing templates will take time and may require a template change fee.
Not sure what to choose? Contact us.