# Lead Management vs Shape Mortgage CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Total Expert excels in user navigation and training, with many users finding it easy to learn and use. One user mentioned, "It's easy to navigate, most people in our industry are familiar with it and if not, it's fairly easy to train them on it."
- **Users say** that Shape Mortgage Software offers a seamless end-to-end experience, making it easy to upload data and integrate with existing systems. A user highlighted, "From day one, uploading my data and hitting the ground running was easy."
- **Reviewers mention** that Total Expert's task management feature is particularly beneficial for keeping track of leads and ensuring no one falls through the cracks, with one user stating, "I like the tasks the best. It really helps me stay on track."
- **According to verified reviews** , Shape Mortgage Software stands out for its customer support and ease of use, with users appreciating features like mass text messaging and the overall number of functionalities available. One user noted, "The ability to mass text message was very helpful."
- **G2 reviewers highlight** that Total Expert has a strong presence in the mid-market segment, which may appeal to larger teams looking for robust CRM capabilities, while Shape Mortgage Software is more tailored for small businesses, as reflected in its user base.
- **Users express** that while Total Expert has a higher overall satisfaction score, Shape Mortgage Software's recent feedback indicates a strong commitment to customer needs, with users praising its quick integration and support, suggesting it may be a good fit for those prioritizing immediate usability.




| | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.9 out of 5 | 
| **Total Reviews** | 158 | 101 | 
| **Largest Market Segment** | Mid-Market (72.3% of reviews) | Small-Business (47.0% of reviews) | 
| **Entry Level Price** | No pricing available | $119.00 | 

---
## Top Pros & Cons

### Lead Management

Pros:
- Ease of Use (9 reviews)
- Integrations (7 reviews)

Cons:
- Not Intuitive (5 reviews)
- Learning Curve (3 reviews)

### Shape Mortgage CRM

**Not enough data**

---
## Ratings Comparison
| Rating | Lead Management | Shape Mortgage CRM | 
|---|---|---|
  | **Meets Requirements** | 8.4 (135 reviews) | 9.8 (94 reviews) | 
  | **Ease of Use** | 8.3 (133 reviews) | 9.9 (94 reviews) | 
  | **Ease of Setup** | 7.7 (103 reviews) | 9.6 (14 reviews) | 
  | **Ease of Admin** | 8.4 (100 reviews) | 9.3 (9 reviews) | 
  | **Quality of Support** | 8.6 (128 reviews) | 9.9 (94 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.9 (103 reviews) | 10.0 (9 reviews) | 
  | **Product Direction (% positive)** | 9.4 (113 reviews) | 9.4 (92 reviews) | 

---
## Pricing

### Lead Management

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Shape Mortgage CRM

#### Entry-Level Pricing

Plan: Shape Core

Price: $119.00

Description: Core is the full Shape CRM for a single loan officer or a small team. You get contact management, pipelines, tasks, and omni channel communication in one system, with 100,000 records included so your past-client database is always working. On the lead side, Core captures leads in real time from any source, runs duplicate checks, and pushes new leads out through automated distribution rules. QuickFire lets you call the lead the moment it lands. Built-in phone, two-way texting, and email mean the follow-up happens in the CRM instead of three other tools.

Key Features:
- Full CRM and lead management features
- QuickFire speed-to-lead distribution
- Lead Routing and shark tanks with state licensing logic

[Browse all 3 editions](https://www.g2.com/products/shape-software-shape-mortgage-crm/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### Marketing Automation

| Product | Score | Reviews |
|---|---|---|
| **Lead Management** | 7.5/10 | 95 |
| **Shape Mortgage CRM** | N/A | N/A |

#### Email Marketing

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Building and Personalizing Emails** | 7.7 (78 reviews) ✓ Verified | Not enough data | 
| **Sending Outbound Emails** | 8.4 (73 reviews) ✓ Verified | Not enough data | 
| **Manage Email Deliverability** | 8.0 (74 reviews) ✓ Verified | Not enough data | 
| **Automated Email Responses** | 8.0 (70 reviews) ✓ Verified | Not enough data | 

#### Online Marketing

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Landing Pages and Forms** | 7.3 (65 reviews) ✓ Verified | Not enough data | 
| **Dynamic Content** | 7.7 (69 reviews) ✓ Verified | Not enough data | 
| **A/B Testing** | 7.0 (58 reviews) ✓ Verified | Not enough data | 
| **Mobile Optimized** | 7.2 (63 reviews) ✓ Verified | Not enough data | 
| **Search Tracking and Optimization** | 6.8 (49 reviews) | Not enough data | 
| **Conversion Rate Optimization** | Not enough data | Not enough data | 
| **Multivariate Testing** | Not enough data | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 

#### Lead Management

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Marketing Lead Database** | 8.3 (65 reviews) ✓ Verified | Not enough data | 
| **Data Quality Management** | 7.4 (65 reviews) ✓ Verified | Not enough data | 
| **Segmentation** | 7.9 (63 reviews) ✓ Verified | Not enough data | 
| **Lead Scoring and Grading** | 7.3 (53 reviews) ✓ Verified | Not enough data | 
| **Lead Nurturing** | 8.5 (62 reviews) ✓ Verified | Not enough data | 
| **Email Tracking** | 7.3 (49 reviews) | Not enough data | 
| **Automated Alerts and Tasks** | 8.6 (61 reviews) ✓ Verified | Not enough data | 
| **CRM Lead Integration** | 8.4 (60 reviews) ✓ Verified | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Social Marketing** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 
| **Multi-Channel Marketing** | Not enough data | Not enough data | 
| **Conversion Tracking** | Not enough data | Not enough data | 
| **ROI Tracking** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Campaign Segmentation** | Not enough data | Not enough data | 
| **Search Marketing** | Not enough data | Not enough data | 
| **SMS Marketing** | Not enough data | Not enough data | 
| **Website Visitor Tracking** | Not enough data | Not enough data | 

#### Campaign Management

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Program Management** | 8.0 (59 reviews) ✓ Verified | Not enough data | 
| **Event / Webinar Marketing** | 7.6 (55 reviews) ✓ Verified | Not enough data | 
| **Calendaring** | 7.0 (47 reviews) ✓ Verified | Not enough data | 
| **Budgeting** | 6.8 (45 reviews) | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 

#### Social

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Social Listening** | 6.1 (46 reviews) | Not enough data | 
| **Social Sharing** | 7.3 (62 reviews) ✓ Verified | Not enough data | 
| **Social Campaigns** | 7.1 (53 reviews) ✓ Verified | Not enough data | 
| **Social Media Engagement** | 6.9 (52 reviews) | Not enough data | 
| **Social Media Advertising** | 6.1 (45 reviews) | Not enough data | 
| **Drip Campaigns** | Not enough data | Not enough data | 
| **Multi-Campaign** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Basic Reporting** | 7.6 (71 reviews) ✓ Verified | Not enough data | 
| **Web Analytics** | 6.5 (55 reviews) ✓ Verified | Not enough data | 
| **ROI Analytics** | 6.9 (51 reviews) ✓ Verified | Not enough data | 
| **Revenue Analytics** | 6.9 (48 reviews) ✓ Verified | Not enough data | 
| **SEO / Keyword Analytics** | 6.1 (47 reviews) | Not enough data | 
| **Behavior Analytics** | Not enough data | Not enough data | 
| **Real-Time Analytics** | Not enough data | Not enough data | 
| **Campaign Analytics** | Not enough data | Not enough data | 
| **Website Analytics** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Sales Analytics** | Not enough data | Not enough data | 

#### Platform

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Customization ** | 7.6 (67 reviews) ✓ Verified | Not enough data | 
| **Workflow Capability** | 8.3 (63 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 8.3 (67 reviews) ✓ Verified | Not enough data | 
| **Internationalization** | 7.2 (48 reviews) ✓ Verified | Not enough data | 
| **Sandbox / Test Environments** | 6.8 (50 reviews) ✓ Verified | Not enough data | 
| **Performance and Reliability** | 7.9 (66 reviews) ✓ Verified | Not enough data | 
| **Output Document Generation** | 7.5 (53 reviews) ✓ Verified | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **List Management** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 

#### Agentic AI - Marketing Automation

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 
| **Campaign Planning** | Not enough data | Not enough data | 

#### Integration

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.0 (67 reviews) ✓ Verified | Not enough data | 
| **Integration APIs** | 7.5 (66 reviews) ✓ Verified | Not enough data | 
| **Breadth of Partner Applications** | 7.7 (58 reviews) ✓ Verified | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Social Promotion** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Live Chat** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Mass Texting** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Automated Scheduling** | Not enough data | Not enough data | 
| **Campaign Scheduling** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Social Media Monitoring** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Marketing Calendar** | Not enough data | Not enough data | 
| **Customizable CTAs** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 

### Mortgage CRM

| Product | Score | Reviews |
|---|---|---|
| **Lead Management** | 7.1/10 | 75 |
| **Shape Mortgage CRM** | 9.8/10 | 90 |

#### Loan Services

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **LOS Integration - Mortage CRM** | 8.4 (62 reviews) | 9.5 (83 reviews) | 
| **Alerts - Mortgage CRM** | 8.2 (58 reviews) | 9.9 (87 reviews) | 
| **Lender Relationship - Mortgage CRM** | 8.1 (58 reviews) | 9.9 (86 reviews) | 
| **Compliance - Mortgage CRM** | 8.0 (57 reviews) | 9.9 (87 reviews) | 
| **Commercial Mortgages** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Client Management

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Contact Management - Mortgage CRM** | 8.3 (63 reviews) | 9.9 (89 reviews) | 
| **Real Estate CRM - Mortgage CRM** | 8.2 (58 reviews) | 9.9 (86 reviews) | 
| **Email Marketing Automation - Mortgage CRM** | 8.6 (64 reviews) | 9.9 (88 reviews) | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Loan Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Escrow Management** | Not enough data | Not enough data | 
| **Property Tax Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Borrower Management** | Not enough data | Not enough data | 
| **Pricing Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Refinance Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Residential Mortgages** | Not enough data | Not enough data | 

#### Agentic AI - Mortgage CRM

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Autonomous Task Execution** | 5.3 (10 reviews) | Not enough data | 
| **Multi-step Planning** | 5.7 (10 reviews) | Not enough data | 
| **Cross-system Integration** | 5.8 (10 reviews) | Not enough data | 
| **Adaptive Learning** | 5.9 (9 reviews) | Not enough data | 
| **Proactive Assistance** | 5.7 (10 reviews) | Not enough data | 
| **Decision Making** | 6.0 (10 reviews) | Not enough data | 

#### Additional Functionality

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Third Party Loan Origination** | Not enough data | Not enough data | 
| **Loan Servicing** | Not enough data | Not enough data | 
| **Outsource Processing** | Not enough data | Not enough data | 
| **Pre-Qualification** | Not enough data | Not enough data | 
| **Loan Origination** | Not enough data | Not enough data | 
| **Visual Presentation** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **For Brokers** | Not enough data | Not enough data | 
| **Credit Reporting** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Client Database** | Not enough data | Not enough data | 
| **HUD Settlement Statements** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Government Loans** | Not enough data | Not enough data | 
| **For Borrowers** | Not enough data | Not enough data | 
| **Promissory Notes** | Not enough data | Not enough data | 
| **Multi-Branch** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Lender Search** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Amortization Schedule** | Not enough data | Not enough data | 
| **Customer Statements** | Not enough data | Not enough data | 
| **Electronic Applications** | Not enough data | Not enough data | 
| **Payment Tracking** | Not enough data | Not enough data | 

### Mortgage Point of Sale (POS)

| Product | Score | Reviews |
|---|---|---|
| **Lead Management** | N/A | N/A |
| **Shape Mortgage CRM** | 10.0/10 | 79 |

#### Borrower Tools

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Borrower Portal** | Not enough data | 9.9 (79 reviews) | 
| **Comparison** | Not enough data | 9.9 (79 reviews) | 

#### Lender Tools

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Loan Pipeline** | Not enough data | 10.0 (79 reviews) | 
| **Credit Pull** | Not enough data | 10.0 (79 reviews) | 
| **Workflows** | Not enough data | 10.0 (78 reviews) | 
| **Mobility** | Not enough data | 10.0 (79 reviews) | 

#### Core Functionality

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Integrations** | Not enough data | 10.0 (79 reviews) | 
| **Customization** | Not enough data | 10.0 (79 reviews) | 
| **Document Management** | Not enough data | 10.0 (79 reviews) | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **Lead Management** | 7.5/10 | 32 |
| **Shape Mortgage CRM** | N/A | N/A |

#### Content

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Automation** | 8.2 (29 reviews) | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Pre-Built Connectors** | 7.0 (23 reviews) | Not enough data | 
| **Dashboard** | 7.6 (29 reviews) | Not enough data | 
| **Cloud** | 7.9 (22 reviews) | Not enough data | 
| **Mobility** | 6.7 (26 reviews) | Not enough data | 
| **Messaging** | 7.7 (23 reviews) | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 

#### Platform Reporting and Analytics

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Reporting** | 6.5 (28 reviews) | Not enough data | 
| **Forecasting** | 6.5 (20 reviews) | Not enough data | 

#### Customer Support

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Case Management** | Feature Not Available | Not enough data | 
| **Customer Support Portal** | 7.6 (26 reviews) | Not enough data | 
| **Knowledge Base** | 8.1 (25 reviews) | Not enough data | 
| **Support Analytics** | 7.3 (24 reviews) | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Client Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Territory Management** | Not enough data | Not enough data | 
| **Financial Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Campaign Management** | 8.1 (28 reviews) | Not enough data | 
| **Lead Management** | 7.8 (27 reviews) | Not enough data | 
| **Marketing Analytics** | 7.5 (29 reviews) | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 

#### Sales Force Automation

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Pipeline Management** | 7.4 (22 reviews) | Not enough data | 
| **Task Management** | 8.1 (24 reviews) | Not enough data | 
| **Product and Price List Management** | Feature Not Available | Not enough data | 
| **Quote and Order Management** | Feature Not Available | Not enough data | 
| **Contract Management** | Feature Not Available | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 

#### Agentic AI - Financial Services CRM

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Decision Making** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Search/Filter** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Expense Tracking** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Calendar Sync** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Relationship Tracking** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Task Scheduling** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Team Assignments** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **For Financial Institutions** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)

**Unique to Lead Management (2):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm), [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)

**Unique to Shape Mortgage CRM (1):** [Mortgage Point of Sale (POS) Software](https://www.g2.com/categories/mortgage-point-of-sale-pos)


---
## Reviewer Demographics

### By Company Size

| Segment | Lead Management | Shape Mortgage CRM | 
|---|---|---|
| **Small-Business** | 9.7% | 47.0% | 
| **Mid-Market** | 72.3% | 42.0% | 
| **Enterprise** | 18.1% | 11.0% | 

### By Industry

#### Lead Management

- **Financial Services:** 64.7%
- **Banking:** 14.4%
- **Real Estate:** 9.8%
- **Marketing and Advertising:** 5.2%
- **Wine and Spirits:** 0.7%
- **Primary/Secondary Education:** 0.7%
- **Internet:** 0.7%
- **Information Technology and Services:** 0.7%
- **Human Resources:** 0.7%
- **Hospital & Health Care:** 0.7%
- **Other:** 2.0%

#### Shape Mortgage CRM

- **Financial Services:** 21.2%
- **Marketing and Advertising:** 6.1%
- **Accounting:** 4.0%
- **Automotive:** 4.0%
- **Real Estate:** 4.0%
- **Human Resources:** 4.0%
- **Banking:** 3.0%
- **Hospital & Health Care:** 3.0%
- **Information Technology and Services:** 3.0%
- **Airlines/Aviation:** 2.0%
- **Other:** 45.5%

---
## Alternatives

### Alternatives to Lead Management

- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.2/5 stars (398 reviews)
- [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) — 4.4/5 stars (15934 reviews)
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (651 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14799 reviews)
- [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) — 4.1/5 stars (3187 reviews)
- [Bloomreach](https://www.g2.com/products/bloomreach-bloomreach/reviews) — 4.6/5 stars (841 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (672 reviews)
- [WebEngage](https://www.g2.com/products/webengage/reviews) — 4.5/5 stars (769 reviews)
- [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) — 4.4/5 stars (960 reviews)
- [Oracle Eloqua](https://www.g2.com/products/oracle-eloqua/reviews) — 3.9/5 stars (627 reviews)

### Alternatives to Shape Mortgage CRM

- [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) — 4.5/5 stars (68 reviews)
- [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) — 4.9/5 stars (95 reviews)
- [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) — 4.0/5 stars (20 reviews)
- [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) — 4.5/5 stars (20 reviews)
- [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) — 4.2/5 stars (61 reviews)
- [Floify](https://www.g2.com/products/floify/reviews) — 4.8/5 stars (57 reviews)
- [Insellerate](https://www.g2.com/products/insellerate/reviews) — 4.6/5 stars (25 reviews)
- [Aidium Mortgage](https://www.g2.com/products/aidium-mortgage/reviews) — 3.9/5 stars (7 reviews)
- [MeridianLink Mortgage](https://www.g2.com/products/meridianlink-mortgage/reviews) — 4.2/5 stars (43 reviews)
- [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews) — 4.7/5 stars (25 reviews)

---
## Top Discussions

### Lead Management

- Title: [Is total expert free?](https://www.g2.com/discussions/is-total-expert-free) — 1 comment
  > **Top comment:** "No"

### Shape Mortgage CRM

- Title: [What is Shape Mortgage Software used for?](https://www.g2.com/discussions/what-is-shape-mortgage-software-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Shape Mortgage CRM is used by loan officers, brokers, and mortgage banks to manage leads from first contact through funding, and to keep marketing running to..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/total-expert-lead-management-vs-shape-software-shape-mortgage-crm)