See what our valuable customers have to say!

Over 2,000 Positive Reviews

Hector H.
December 31, 2022

"Aggressive, Ready to use, best mortgage crm"

Shape know exactly what brokers need and the loan portal integration with my LOS is awesome. One feature like no other is the co-branding.

I would love to get more tips and tricks to get to know the program better. There is a feature in a crm called SalesPypePro that helps us find leads and Inwish that feature would be in Shape, plus the the direct mail with closing gifts.

Source: G2 Crowd
Chris W.
December 28, 2022

"Service second to none."

Software is easy to use… other products I have used required massive customization to be usable… Shape is ready to go out of the box, with small changes to verbaiges.

The easy-to-use user interface allows me to manage my prospect and client communications intelligently.

Source: G2 Crowd
Barry V.
December 26, 2022

Shape's Customer Service & Response Time is top notch.

Shape has a very user friendly UI. Additionally, the customer service from Daniel Kimm, Stewart Hartman and the troubleshooting support staff, everyone has been extremely helpful and responses are always provided in a timely manner. I would strongly recommend using Shape for all of your business marketing needs!

Source: G2
Barry V.
December 6, 2022

"Shape's Customer Service & Response Time is top notch."

Shape has a very user friendly UI. Additionally, the customer service from Daniel Kimm, Stewart Hartman and the troubleshooting support staff, everyone has been extremely helpful and responses are always provided in a timely manner. I would strongly recommend using Shape for all of your business marketing needs!

I do not have any complaints as Shape is exactly everything I need built into one system.

My target audience is a very unique demographic within specific categories. Shape allows me to eliminate the clutter and target my thin market using their features such as bulk email. On the back side, I love the prebuilt reports that help me monitor my A-B campaigns and more!

Source: G2 Crowd
A Shape Software User
December 2, 2022

Amazing CRM by Shape Software

There are many things I liked about this platform but the best I experienced is its automation for sales and lead capture. It helps to reduce workload and gain better sales results. Easy to call and interact with leads. Its kanban board visualization gives a detailed overview. I loved how the Shape Software platform enables a powerful and integrated service for customer relations to keep every process on track. Overall, I highly recommend Shape Software if you are searching for an automated and reliable lead-capturing and sales enabler with sales pipeline functionality then this platform is best.

Source: SourceForge
Christian B.
October 27, 2022

Great CRM

great software, it’s detailed and makes the job easy.

Source: G2
Diego M.
October 26, 2022

Greatest experience with CRM

Such a great tool that helped me with all my work issues. i can say this Software saved me a lot of time!!

Source: G2
Germán B.
October 26, 2022

Have nice results with it

It is better than other platforms that I have been used in the past.

Source: G2
Verified User in Entertainment
October 21, 2022

Good CRM option

Its such a good option for a beginner, the easiness is one of the main reasons to adopt it.Its impressive, the experience you have since the beginning. Im willing to refer it.

Source: G2
Verified User in Telecommunications
October 15, 2022

Best CRM for multiple reasons

A very useful tool for my day-to-day work

Source: G2
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