Looking for a
Salesforce alternative?
See why customers feel Shape is the better overall mortgage CRM.
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| Lead & Sales Management | ||
Partner Management & Referral Tracking
Enables businesses to track and manage partner referrals, streamlining affiliate and vendor relationships.
|  |  Available only with additional costs for add-ons. |
| Multiple Status List Management
Allows users to organize and manage different lead status lists for better segmentation and tracking.
| |  Not included. |
| Shark Tank Lead Pool
Enables an advanced lead distribution system that ensures efficient handling of incoming leads.
| |  Not available. |
| Marketing & Automation | ||
| 1000+ Marketing Template Library
Offers a vast collection of pre-built email, SMS, and campaign templates for quick and effective outreach.
| |  Requires additional costs for Marketing Cloud add-ons. |
| Automated Email & Text Follow-Up
Ensures consistent engagement with leads through pre-built automation sequences that send emails and texts based on triggers.
| |  Requires external software and integration for SMS automation. |
| Pre-Built Drip Campaigns
Automates long-term nurturing sequences by scheduling a series of emails or messages based on lead behavior.
| |  Only available with additional costs for Marketing Cloud add-ons. |
| Communication Tools | ||
| Integrated, Cloud-Based Telephony Platform
Offers built-in calling features without needing additional software or integrations.
| |  Requires a separate Sales Dialer add-on. |
| Power Dialing Call Queue
Enhances call efficiency by automating dialing for sales teams.
| | Requires a separate Sales Dialer add-on. |
Concerned about the moving process from Salesforce to Shape?
Don’t be - we make it easy. We’ll migrate you to Shape quickly and with little to no downtime.
Shape is everything your mortgage company needs
Unlock ready-to-use mortgage marketing content that drives results
Access thousands of data-driven, pre-made templates designed to close loans faster, with powerful sequences for every step of the loan process. From bulk and video messaging to emojis and GIFs, our tools help you engage clients and close more loans effortlessly.
Maximize lead conversions with powerful lead management tools
Supercharge your lead management with QuickFire speed-to-contact, connecting borrowers to loan officers in seconds. Our AI lead scoring and prioritization rules bump top prospects to the front of the line, while state-based routing ensures compliance. Plus, our multi-object database allows LOAs and processors to collaborate effortlessly with LOs on client files, driving faster and more efficient loan closings.
Convert more leads with CRO-optimized lead funnels
Boost conversions with CRO-optimized landing pages, leveraging heat maps, A/B testing, and more to ensure maximum lead capture. Our survey-style lead funnels gather crucial qualifying details, and built-in scheduling tools automatically book appointments, all seamlessly integrated with your Shape Mortgage CRM.
Streamline your mortgage process with our built-in point of sale
Optimize your mortgage process with our all-in-one borrower portal, built to collect digital 1003 applications and loan documents seamlessly converted to MISMO 3.4 and PDF. Automatically synced with your LOS solution, it eliminates the need for multiple logins or tabs, streamlining your workflow for maximum efficiency.
Track realtor referrals with powerful referral partnership management
Strengthen your B2B relationships with integrated referral partner tracking, co-branding, and templated checklists. Easily identify top referrers, use advanced prioritization rules to follow up on key partnerships, and automate workflows with marketing journeys to nurture relationships. Maximize your business potential and ensure partnerships continue to thrive.
Eliminate manual effort with seamless LOS APIs and milestone updates
Leverage our native LOS integrations with Encompass, LendingPad, and LendingDox for seamless loan management, with automatic updates on assignments, transaction data, and milestones. Stay on top of every stage with automated follow-ups to borrowers, referral partners, agents, and transaction coordinators, keeping everyone informed and eliminating manual efforts.
Manage tasks and sync your calendar with Google and Outlook
Stay on target with our task management solution, enabling you to create one-off or templated tasks with scheduled cadences and checklists for efficient organization. Our calendar syncs one-way or bi-directionally with Google or Outlook, ensuring seamless integration with your email calendar.
Shape vs Salesforce better scalable
CRM alternative
Breaking down Shape vs Salesforce
Shape Software is an all-in-one CRM designed to streamline sales, marketing, communication, and automation into a single, easy-to-use platform. Unlike Salesforce, Shape includes multiple pipeline views, pre-built industry-specific configurations, built-in VoIP, and a full suite of automation tools without requiring costly third-party add-ons. Shape empowers businesses with AI-driven lead scoring, integrated marketing, and advanced telephony, helping teams engage leads effectively and close deals faster.
Partner Management & Referral Tracking
Shape provides built-in partner and referral tracking without additional costs, whereas Salesforce requires an add-on.
Pre-Built Drip Campaigns & Marketing Templates
Shape offers an extensive library of marketing templates and automation campaigns at no extra cost, while Salesforce requires a Marketing Cloud subscription.
Integrated VoIP & Live Call Monitoring
Shape includes built-in telephony, power dialing, and live call monitoring, whereas Salesforce requires a Sales Dialer add-on.
Full Mobile CRM Access
Shape provides in-app calling, text messaging, and customizable lead views—features that Salesforce limits or requires additional add-ons for.
Salesforce is a widely known CRM offering extensive integrations and functionality. However, it lacks many built-in sales engagement tools and requires additional costly add-ons for full marketing automation, VoIP calling, and advanced lead tracking. Businesses using Salesforce often face expensive subscription fees, additional licensing for essential features, and complex integration requirements.
Partner Management & Referral Tracking
Requires an add-on for partner tracking, making it an extra expense.
Pre-Built Drip Campaigns & Marketing Templates
Only available with an additional Marketing Cloud subscription.
No Built-In VoIP or Live Call Monitoring
Requires a Sales Dialer add-on for call tracking and monitoring.
Limited Mobile CRM Access
Salesforce mobile functionality is restricted unless additional paid features are added.
