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.
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.
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.
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!
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!
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.
great software, it’s detailed and makes the job easy.
Such a great tool that helped me with all my work issues. i can say this Software saved me a lot of time!!
It is better than other platforms that I have been used in the past.
