# Shape Software Reviews **Vendor:** Shape Software **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 65 ## About Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape today. ## Shape Software Pros & Cons **What users like:** - Users value the **advanced email marketing tools** in Shape Software that enhance their marketing automation strategies. (2 reviews) - Users appreciate the **advanced lead management features** of Shape Software, enhancing their marketing automation efforts effectively. (2 reviews) - Users value the **marketing automation tools** in Shape Software for streamlining campaigns and enhancing lead management. (1 reviews) - Users value the **marketing automation tools** of Shape Software, enhancing their outreach with effective campaigns and scoring. (1 reviews) - Users value the **marketing automation tools** in Shape Software, enhancing their email campaigns and lead management effectively. (1 reviews) - Email Campaigns (1 reviews) - Feature Rich (1 reviews) - Feature Richness (1 reviews) - Features (1 reviews) - Landing Pages (1 reviews) **What users dislike:** - Users report **editing limitations** in Shape Software, finding it less customizable and frustratingly slow compared to competitors. (2 reviews) - Users are frustrated with the **high costs** of Shape Software, feeling there are better alternatives available. (2 reviews) - Users find the **API issues** frustrating due to limited functionality and strict usage limits despite extra costs. (1 reviews) - Users experience **app limitations** with restricted customization, slower performance, and costly additional fees impacting overall value. (1 reviews) - Users face **billing issues** with Shape Software, experiencing difficulties in cancellation and unfulfilled promises of service. (1 reviews) - Client Difficulties (1 reviews) - Complex Setup (1 reviews) - Users experience frustrating **connection issues** with Shape Software, which hindered performance and customization options. (1 reviews) - Users experience frustrating **CRM issues** with Shape Software, including bugs, slow performance, and limited customization options. (1 reviews) - Data Limitations (1 reviews) ## Shape Software Reviews ### 1. Steer Clear: Misleading Sales and Poor Support **Rating:** 0.5/5.0 stars **Reviewed by:** Collette H. **Reviewed Date:** October 03, 2025 **What do you like best about Shape Software?** That my experience with this company is almost over. It has been hell. **What do you dislike about Shape Software?** {"I found setting up Shape Software to be very difficult. What was promised during the sales process was completely different from what I received.","The software never worked for me, and I am having trouble canceling my subscription because they are holding me to a very expensive contract.","There are better, less expensive, and more user-friendly options available. I'd never recommend this software to anyone.","They promised a lot during the sales process, but it's hard to reach a human after signing the contract. They only want you to contact them via AI or email, which feels like a bait and switch."} **What problems is Shape Software solving and how is that benefiting you?** n/a ### 2. Worst CRM I've ever used. Period. **Rating:** 0.0/5.0 stars **Reviewed by:** nick n. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2024 **What do you like best about Shape Software?** If i had anything good to say I would put that here, but i don't. **What do you dislike about Shape Software?** I've used CRM's my entire career. I've used many different products, and Shape is by far the worst CRM that I've ever used. There are many bugs that I've mentioned to support team every single day since i've been using this for the past 3 weeks. They take forever to respond. If you're going to get a CRM stay away, and go with close.io instead. Thats what im swicthing to. Does all the same things but no where near as buggy as shape's software. **What problems is Shape Software solving and how is that benefiting you?** please review **Official Response from Katherine Campbell:** > Hello, We are sorry to hear about the challenges in onboarding with us. Please feel free to ask support for a call with a senior executive. We aim to make the adoption of our CRM as seamless as possible and welcome your detailed feedback. Sincerely, Katherine Campbell Chief Marketing Officer ### 3. Has potential, went another direction **Rating:** 2.5/5.0 stars **Reviewed by:** Ryan E. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2024 **What do you like best about Shape Software?** Shape appeared to be well designed and had several advanced features like email marketing, lead scoring, and a customer portal. We signed up for 1 month and decided it was not the right fit for us. **What do you dislike about Shape Software?** We often found ourselves knowing more about their product than the Shape sales rep. CRM was not very customizable - you are limited to 20 custom fields and they are hidden in a separate tab. CRM was a little slower than our prior CRM, would take an extra second or two to load. Pricing is also more expensive than some of their competitors and their are several additional costs - storage costs, API costs, etc. Their API is also pretty limiting, both in the functionality it offers and the low daily/hourly rate limits which is surprising considering you have to pay an extra monthly fee to use their API. **What problems is Shape Software solving and how is that benefiting you?** We were looking for a CRM to handle inbound sales leads. ### 4. There is future but moved somewhatin an opposite direction **Rating:** 3.0/5.0 stars **Reviewed by:** NAVEEN P. | Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Shape Software?** Well, it is easy to implement in marketing and sales. It has prebuilt data, and its features are more relevant. It doesn't confuse me with overly complicated features, and navigation has been easier. Easily integrated **What do you dislike about Shape Software?** API lacks and is a main downside. It has more limitations which makes it a bit difficult for daily use. Fee is also a downside **What problems is Shape Software solving and how is that benefiting you?** lead scorong, marketing ### 5. Shape CRM Software is simply the best CRM solution out there! **Rating:** 5.0/5.0 stars **Reviewed by:** Irina A. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2023 **What do you like best about Shape Software?** Shape is not just software, it's a team of very talented, driven professionals. I've witnessed the transformation of the dashboard, features, and the work they put into building a truly powerful platform. From its intuitive and user-friendly interface to its powerful automation features, it has everything you need to streamline your sales and marketing processes. I would highly recommend Shape CRM to any business looking to improve their workflow and grow their customer base. **What do you dislike about Shape Software?** I have no complaints. There is nothing to dislike about Shape, just one thing to consider is that, like any new software, there may be a learning curve when you first start using Shape CRM. It's a powerful tool with many different features and capabilities, so it may take some time to fully get the hang of it. But we found the benefits of using Shape CRM - such as automating tasks, streamlining workflows, and getting valuable insights into business performance - make it well worth the effort. **What problems is Shape Software solving and how is that benefiting you?** The main benefit for us is the customer journey and customer acquisition data. Shape's reporting and analytics features are top-notch, providing us with valuable insights into our business performance. ### 6. The Best CRM on the Market **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan L. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Shape Software?** 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. **What do you dislike about Shape Software?** 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. **What problems is Shape Software solving and how is that benefiting you?** 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. ### 7. The most amazing CRM !! **Rating:** 5.0/5.0 stars **Reviewed by:** Mery Cris D. | Logistics Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Shape Software?** Lead capture and management: The platform includes tools for capturing leads from various sources and managing them through the sales pipeline. **What do you dislike about Shape Software?** No issues so far. It doesn't give me any disappointment **What problems is Shape Software solving and how is that benefiting you?** Shape Software is addressing is the need for businesses to have a streamlined and efficient point of sale system. With Shape's point of sale software, businesses can quickly and easily process transactions, manage customer data, and track sales data in real-time. This can help businesses make more informed decisions about their operations and improve their overall efficiency. ### 8. User-friendly and the CRM out there! **Rating:** 5.0/5.0 stars **Reviewed by:** Mary Joy B. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Shape Software?** Shape Software allows you to create custom workflows and automate repetitive tasks, which can save time and increase efficiency. **What do you dislike about Shape Software?** None so far! By far the best experience! **What problems is Shape Software solving and how is that benefiting you?** One of the problems that Shape Software is addressing is the challenge that small businesses face in managing their inventory. Without an effective inventory management system, businesses may struggle to keep track of their stock levels, which can result in overstocking or understocking. This can lead to lost sales, increased costs, and decreased profitability. ### 9. Aggressive, Ready to use, best mortgage crm **Rating:** 5.0/5.0 stars **Reviewed by:** Hector H. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2022 **What do you like best about Shape Software?** The fact that you can use it from the start. 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. **What do you dislike about Shape Software?** 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. **What problems is Shape Software solving and how is that benefiting you?** Client Relationship: Easy to keep in the face of my clients and referral partners. We are more productive and can allocate our time where it really should be . Yes, we can perform better either help of Shape. ### 10. Great CRM and very easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Lalaine D. | Customer Service Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2023 **What do you like best about Shape Software?** It was easy to learn how to use Shape and it solves a lot of our pain point **What do you dislike about Shape Software?** We haven't experienced anything we disliked yet but we haven't used everything in the system yet **What problems is Shape Software solving and how is that benefiting you?** Our email marketing has been much easier now that we've been able to tie that with our text marketing ### 11. Easy to use software for managing contacts. **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa Grace C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Shape Software?** It keeps all my contacts in one place and makes it easy to do outreach efficiently. **What do you dislike about Shape Software?** I don't think there is something that I don't like about Shape Software. **What problems is Shape Software solving and how is that benefiting you?** It helps me stay organized and lets me dial down a list of contacts easily. ### 12. Shape has increased our sales over 26% We would be lost without their system **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Shape Software?** 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! **What do you dislike about Shape Software?** I honestly cannot think of any downsides; everything is smoothly integrated **What problems is Shape Software solving and how is that benefiting you?** 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 ### 13. RIP - OFF WITH HORRIBLE CUSTOMER SERVICE **Rating:** 0.0/5.0 stars **Reviewed by:** Sam k. | partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2022 **What do you like best about Shape Software?** cloud based. Nothing really other then centralizing lead info and docs into one convenient portal **What do you dislike about Shape Software?** The company has been billing us month after month for services we did not enable. $300 / mo for google API for maps and $500 / month for call recording. Do not be fooled by their 99/month advertisement. The system will not allow us to remove our credit card info, and they have yet to refund us for fraudulent billing charges that have occurred month after month. They never pick up the phone and bounce you around to different departments via email ONLY. When I emailed my notification of canceling, service was the only time I received a phone call regarding the matter from Daniel Kim in an attempt to retain our account, which is sadly too late. Given the company's evil actions, I am looking to see who else out there has been taken advantage of by Shape. My attorney would like others to step forward so we can build a cohesive case and seek damages for all who are entitled. Also, any changes, even if it is of the smallest type, have to go through their "engineers," so you have to pay a premium to make any alternations handicapping you and your IT/web development staff. Please stay away from this company and go with a more established organization. **What problems is Shape Software solving and how is that benefiting you?** Centralizing lead/prospect info with their respective documents is the only real benefit we have experienced; we still pay for a dialer system and store all of the borrowers' documents in the operating loan system. **Official Response from Megan Romanowski:** > Hi Sam, Thank you for your review. Upon review of your account, it looks like we had explained to you it appeared someone on your team enabled some of our great features (like Google API for maps, and call recording). In the future, all of our amazing features and services can be seen in the "Billing and Transactions" Page of your Shape system, where you can access 20+ services with $0 setup fee and no coding is required (it's all built-in), such as e-signatures, e-mails, texts, credit pulling, enterprise lead management, and even an enterprise phone system. We are also happy you discovered our custom engineering abilities, which allow some of our larger enterprise clients to utilize our engineers to build their dream CRM system. While there is always a cost to custom development no matter what solution you choose, we pride ourselves on being the most cost-effective solution with some of the best engineers and designers out there. We always like to say, "if you can dream it, we can build it" :) I'm also happy to hear our lead/prospect management functions and other functionality are benefiting your business. We listen to all of our existing and past clients and I appreciate you sharing your experience here with us! Thank you, Megan ### 14. Absolutely the best CRM that I have ever used. **Rating:** 5.0/5.0 stars **Reviewed by:** Ma. Amor R. | Virtual Administrative Medical Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Shape Software?** Marketing automation: Shape Software offers a range of marketing automation tools, including email campaigns, landing pages, and lead scoring. **What do you dislike about Shape Software?** None so far. It is the best software I have used. **What problems is Shape Software solving and how is that benefiting you?** Team Leads, Managers, and Operations Managers use this for communication. ### 15. Shape's Customer Service & Response Time is top notch. **Rating:** 5.0/5.0 stars **Reviewed by:** Barry V. | Marketing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2022 **What do you like best about Shape Software?** 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! **What do you dislike about Shape Software?** Not applicable. I do not have any complaints as Shape is exactly everything I need built into one system. **What problems is Shape Software solving and how is that benefiting you?** 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! ### 16. Great for contact management and customer support. **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria Q. | Client Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Shape Software?** It has lead management, customer support, and our phones, emails and texts are all in one place! The team is always extremely helpful in getting us set up. **What do you dislike about Shape Software?** There is nothing I dislike about Shape Software. **What problems is Shape Software solving and how is that benefiting you?** It allows us to use one system for basically everything that we need as a team. We use it for sales, project management, as well as customer support. ### 17. Everything I could ask for **Rating:** 5.0/5.0 stars **Reviewed by:** Erik A. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Shape Software?** 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 **What do you dislike about Shape Software?** I cant think of anything that Shape is missing **What problems is Shape Software solving and how is that benefiting you?** Shape does a great job of aggregation when it comes to calls, texts, emails . ### 18. Best CRM I've used to date **Rating:** 5.0/5.0 stars **Reviewed by:** Hamdan Q. | Top Rated Plus US Accounting and Tax Expert, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2023 **What do you like best about Shape Software?** Customer support is great and the user interface is very easy to use. **What do you dislike about Shape Software?** There's nothing that I dislike about Shape Software. Great system, great support. **What problems is Shape Software solving and how is that benefiting you?** It allows me to keep my projects and tasks organised. Our entire team uses it for our email, phone, and texting. ### 19. Service second to none. **Rating:** 5.0/5.0 stars **Reviewed by:** Chris W. | Mortgage Loan Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2022 **What do you like best about Shape Software?** 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. **What do you dislike about Shape Software?** I haven't found anything yet... but I've only been using the system for a couple of months. **What problems is Shape Software solving and how is that benefiting you?** The easy-to-use user interface allows me to manage my prospect and client communications intelligently. ### 20. After 25 years I've finally found the CRM that has helped me reduce cost and increase revenue. **Rating:** 5.0/5.0 stars **Reviewed by:** Brady W. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2023 **What do you like best about Shape Software?** Ease of use and flexibility to customize. **What do you dislike about Shape Software?** Nothing to dislike, however, I would like to see the ability to send emojis with SMS. **What problems is Shape Software solving and how is that benefiting you?** Shape helped me consolidate technology and has given me the ability to hold employees accountable and track KPI's ### 21. Robust CRM!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Timmya G. | Mortgage Underwriter, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2022 **What do you like best about Shape Software?** Shape syncs, advertise, customizes, and provides the best reporting CRM system I’ve used. You can call, text, email, and send out mass marketing all in one on the platform. It is amazing to see the dashboard reports that show leads, prospects, and live numbers. Shape is prepared from intake to closing and the platform is clear cut and customizable to my needs! **What do you dislike about Shape Software?** When declining a document Shape allows you to provide a customized comment to explain the denial. I would love to explore a prepopulated drop-list of reasons for the denial. **What problems is Shape Software solving and how is that benefiting you?** Shape is an amazing clear-cut, efficient, streamlined software that allows you to customize the portal to your personal needs. It is software that is easy to navigate with great organizational settings, tracking, reporting and syncing components. ### 22. 10 out of 10 Prospecting and Contact Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Nilu K. | Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Shape Software?** Prospecting, organization, project management, and reporting is fantastic with Shape. I've worked on teams where I managed many people under me before, and I still work with an amazing team of people but after properly configuring Shape I'm able to get as much done with just me + Shape's automation as I've been able to do with many assistants before. Prospecting: We can import massive lists of prospects and we run e-mail text and phone campaigns with all prospects automatically. We can easily take notes after each contact or contact attempt (I don't even type I just use their voicenote feature) and best of all there are automated e-mails and texts that go out after each contact attempt. For example after a call if a prospect doesn't answer an automatic e-mail and text is sent out from my system. There's also a voicemail drop feature which saves us hours, anytime I call and someone doesn't answer I just push a button and a voicemail is left for them. Organization: My calendar is synced, their mobile app notifies me of everything, and the task management and project management features allow me and everyone to work out of one centralized place. Reporting: It looks like there are 100+ pre-built reports but I honestly have no idea how many there are (we just use the call reports and email reports, we don't really use the others yet). My favorite thing, which probably isn't a big deal, is their call recording feature. Instead of pipeline reports where we used to have to describe what someone sounded like on the phone I can simply just play a recording to hear the candidate speak. **What do you dislike about Shape Software?** I'm talking to them to see if I can build out some customized features and I'm pretty hopeful I can use their client portal and if that's the case then GEM and other softwares like greenhouse, lever, or Asana may not even be needed in the future and we can just use Shape for those similar features if needed again. **What problems is Shape Software solving and how is that benefiting you?** Sourcing, prospecting, follow-up automation. I mentioned the call recording feature which I loved and thankfully we didn't even need to purchase Ytel or Ringcentral we just use Shape! ### 23. Intuitive and Most Useful CRM I've Ever Used **Rating:** 5.0/5.0 stars **Reviewed by:** Pegah S. | Technology Partnerships Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Shape Software?** It was easy to learn, everything was very intuitive and the user experience was sleek. I had used salesforce before and was very surprised to see what Shape looked like vs. Salesforce. I use it to prioritize partners we 're onboarding and check their status. It was very useful to keep track of my contacts, and it helped me automate a lot of follow-up. Reporting was also very useful I'm able to just export their pre-built reports instead of having to build my own each week. **What do you dislike about Shape Software?** Nothing to not like, thinking of everything I needed and it has everything. **What problems is Shape Software solving and how is that benefiting you?** I'm able to manage and categorize all our different partners and it helps our team with transparency but also with tracking rev shares etc. All our different types of partners are managed out of Shape: Prospective partners, technology partners, solution partners, and agency partners. ### 24. Best Mortgage CRM by FAR **Rating:** 5.0/5.0 stars **Reviewed by:** Elisa S. | Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2022 **What do you like best about Shape Software?** Best mortgage CRM we've used by far. We're now looking to use their general CRM for other companies we own (property management, call center, and sales). They have all the major features we use, and the look and feel is in a different universe vs. other systems we've used. The LOS integration is great (we used Encompass but now looking to use Lendingpad). We also use their auto-dialer, e-mail/texts, and a lot of their other general contact management. We had used Floify before and now we use the Shape Mortgage Client Portal instead. The benefit there is we can actually nurture leads with e-mail and text marketing, which we couldn't do with Floify before. We're just starting to build out our online ads with them, excited to see how they perform. **What do you dislike about Shape Software?** Can't think of anything. Amazing support, we had Stewart and Matt help with our system. **What problems is Shape Software solving and how is that benefiting you?** Consolidated Software - We got rid of 5 software solutions we used to use: Ringcentral, Floify, Dropbox, Mailchimp, and Docusign (Shape has versions of all) LO/Broker/Sales Automation - We automated e-mails, texts, workflows and a lot of other areas so that the system does it all instead of our people Communication and Transparency - Our managers are able to have access to information and updates on every lead without having to ask anyone. ### 25. Shape Is the easiest and most fluid CRM I've ever used. **Rating:** 4.5/5.0 stars **Reviewed by:** Bobby S. | Mortgage Loan Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2022 **What do you like best about Shape Software?** The ease of use of the user interface, which I work out of every day, is effortless in how it's presented; however, it includes loads of functionality that I have complete control over to customize and add automation. One of the prominent features of this CRM is its marketing feature. It allows me to automatically reach out to my clients with pre-built templates that I can customize to my liking. This feature strengthens my relationship with my clients, and I barely even have to lift a finger to utilize this option to the fullest. **What do you dislike about Shape Software?** The only thing i dislike about this software is that setting up the phone system can be a bit complicated as i was utilizing several different area codes to reach multiple clients. However, they have a fantastic support system, and all I had to do was reach out to them, and they got me squared away in no time! **Recommendations to others considering Shape Software:** If you're looking for an easy-to-use CRM with an excellent support team, then this is your product. **What problems is Shape Software solving and how is that benefiting you?** I am consolidating several different software systems that I used to use all under one roof. I have all my client's info, where I can call, text, or email them and start their mortgage application all within the same software. This has benefited me immensely as I don't have to go in and out of different Programs all day just to get something done, which saves me an incredible amount of time every day, allowing me to get on the phone with new clients more quickly. ### 26. Perfect software for organizing and managing contacts and projects **Rating:** 5.0/5.0 stars **Reviewed by:** Genevieve J. | Legal Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Shape Software?** The software came with everything already built into it or it was just a click to connect what we wanted in the integration dashboard. Things that came with Shape that we did not need to add: Contact management, project management, calendar, e-mail automation, phone dialer and dialer automation. Things that it already came integrated with: Acuity Scheduling, Stripe, Quickbooks, Zapier, SendGrid, Mailchimp, Gsuite, Outlook. **What do you dislike about Shape Software?** I thought I could only use it from my computer but realized there's an iphone app so I've started using that too. Not sure if there's an android app or not, but the iphone one was pretty easy to use. **What problems is Shape Software solving and how is that benefiting you?** Events and task reminders, and some of my automated follow-ups are pre-set with Shape so I don't need to remember as much the system just does them for me sometimes. ### 27. one of the best CRM for sales tracking and marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Shape Software?** Title: One of the best CRM for Sales Tracking and Marketing What do you like best? Our team was following a manual process for lead generation and management. We were looking for a CRM that can offer us everything right from customer and easy data import/export options, to building workflows, sales processes, and deal/proposal follow-up. Shape has truly matched our requirements and with it, our team can now increase leads, manage existing and new customer databases and close more deals quickly. The overall experience with Shape was amazing. **What do you dislike about Shape Software?** My overall experience using Shape is excellent and I haven't faced anything that I didn't like. It really worked for me and my team. **What problems is Shape Software solving and how is that benefiting you?** I like a bunch of features that Shape has to offers. Starting from lead management to automating workflows, I really like how everything is packed in this platform. The simple and easy-to-use interface actually helped our sales team to track customer data and focus on closing more sales deals. Building a sales process for our organization was also easy in Shape. Overall, it has everything a sales person needs to manage his customer data to segment that data and do follow-up for closing more sales deals. I really like this CRM! ### 28. Easy to use CRM, tons of functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Sayed N. | Life Insurance Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Shape Software?** The ability to work a lead out of one place from many different angles (phone, text, e-mail, notes etc.) and setup all the automated communications, drip campaigns, marketing etc. from one place. And also the sales automation once leads are brought in to fulfill them on the processing side/back-end. **What do you dislike about Shape Software?** Can't think of any downsides it pretty much does everything we need. We did add a couple of custom fields which their support team was great about helping us with. **What problems is Shape Software solving and how is that benefiting you?** Lead managmenent (from sourcing/marketing to converting the deal to a closed deal). We also use it for project management (deal/account management) and also customer service and accounting/finance (through their reporting). ### 29. Great system to manage our pipeline **Rating:** 5.0/5.0 stars **Reviewed by:** Dorsa M. | Recruiting , Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2022 **What do you like best about Shape Software?** We've used Shape for a couple years now, and mainly use it to manage our prospects and for contact management. It's definitely easy to use and we do all our e-mail and text follow-ups through there. I like that we can record all our calls it makes it easy to send the recordings instead of having to describe prospects. We also use it for project and task management. **What do you dislike about Shape Software?** Nothing yet. There's a lot of features we don't use, haven't explored everything yet. **What problems is Shape Software solving and how is that benefiting you?** Communication with leads and prospects, e-mail drip campaigns, team collaboration and other benefits for sure. It's a lot easier for everyone to leave notes and collaborate on different prospects. ### 30. Finally the solution we’ve been looking for! **Rating:** 5.0/5.0 stars **Reviewed by:** Sara H. | Major Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Shape Software?** The CRM has been tailored made for our business. It's helped us optimize our workflow and helped increase productivity. **What do you dislike about Shape Software?** It takes time to get use to a CRM when you've been doing things the old fashioned way. **Recommendations to others considering Shape Software:** Shape Software is definitely something to look into and consider for your business. **What problems is Shape Software solving and how is that benefiting you?** It takes less time to get things processed through the workflows and helps users optimize their time so they can be more productive. ### 31. The best CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Charmaine P. | Account Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Shape Software?** Reliable and fast response for support. Only a minimal number of glitches in the system. Our business relies highly on this software. **What do you dislike about Shape Software?** I don't dislike anything in Shape. Whatever lapses that occurred were always immediately corrected. **Recommendations to others considering Shape Software:** Great software! It's worth the investment! **What problems is Shape Software solving and how is that benefiting you?** Most of our team is working remotely. Shape Software has increased productivity in our members, and it helps keep tabs on our sales as well. ### 32. Great CRM that I would recommend to any company **Rating:** 5.0/5.0 stars **Reviewed by:** Jared M. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Shape Software?** I have tried several CRMs that were not user-friendly or did not have the functionality I was looking for. I found Shape to be the best all-around for our needs. Also, the service went above and beyond to facilitate any needs that we had. **What do you dislike about Shape Software?** I havent seen anything to dislike. Any platform can improve but I am still learning about it., **Recommendations to others considering Shape Software:** Take a demo and see if it fits your needs. I found it to be the best all-around for our team. **What problems is Shape Software solving and how is that benefiting you?** Sales, customer retention, record keeping, misc company needs. ### 33. Board Member- True Renewable Energy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2022 **What do you like best about Shape Software?** Fast implementation and easy integration, team also loves the UI -making adoption easy! Streamlined our operations a great deal- 360 view of everything we need by role! **What do you dislike about Shape Software?** So far it's been great...no complaints from users. We were able to streamline 3 different solutions into one! **Recommendations to others considering Shape Software:** Great product, best UI and easy to integrate! **What problems is Shape Software solving and how is that benefiting you?** Optimizing and accelerating our sales team- Shape Software has helped us improve our sales cycle and operations by 50%. This has been very positive for our sales team and management! ### 34. Great Product For A Great Price **Rating:** 5.0/5.0 stars **Reviewed by:** Destiny R. | Cashier, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2022 **What do you like best about Shape Software?** Shape software is user friendly, efficient, and the customer service is amazing l. **What do you dislike about Shape Software?** There isn't anything I really dislike about Shape Software. **Recommendations to others considering Shape Software:** Take advantage of the great support team who will answer any and all questions. **What problems is Shape Software solving and how is that benefiting you?** It keeps track and organizes my leads. ### 35. Shaping up your business in right track with Shape. **Rating:** 4.5/5.0 stars **Reviewed by:** Prashant P. | Quality Assurance Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2021 **What do you like best about Shape Software?** Saving up the record in shape is simple. If you input any texts into the text field it saves them automatically. On the top left, there's the productivity sidebar where we can add important notes, and get communication details like SMS, email, or phone calls. If you need to call your customer, you need to hover on their phone number and click to call. Similarly, the email can be sent in a similar way, and also there are email templates saved by default to ease up your entire process. **What do you dislike about Shape Software?** Documentation is needed for a new user. It is difficult to learn and get used to the software without the help of documentation. **Recommendations to others considering Shape Software:** Shape is the best CRM tool in the market. If you are thinking to grow up your business, then Shape might be the right option for it. Choose it wisely. **What problems is Shape Software solving and how is that benefiting you?** 1. Creating portals is easy and efficient. 2. Easy sync to LOS 3. Easy tracking of data in real-time. 4. Automation through Pipelining. 5. Supports triggers and drip campaigns. ### 36. Excellent and Timely Service **Rating:** 5.0/5.0 stars **Reviewed by:** Zack T. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Shape Software?** Detailed videos for your questions and timely responses. **What do you dislike about Shape Software?** Nothing. They are able to respond quickly and accurately. **What problems is Shape Software solving and how is that benefiting you?** Lead integration and customization ### 37. Excellent Software **Rating:** 5.0/5.0 stars **Reviewed by:** Shuiab S. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2022 **What do you like best about Shape Software?** shape is where simplicity meets efficiency. Their easy to use interface coupled with data driven dashboards make them a critical software for any lead generating company. The integrated dialer feature is seamless and significantly increases production. **What do you dislike about Shape Software?** To date I do not have many things to point out about Shape that I dislike **Recommendations to others considering Shape Software:** Highly recommended CRM software, affordable and easy to use **What problems is Shape Software solving and how is that benefiting you?** It's solving the need for an intuitive and efficient way for our company to get leads. ### 38. Best CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel G. | Loan Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2022 **What do you like best about Shape Software?** Shape CRM provides an all in one solution, it's easy to use, helpful features that make daily task easier **What do you dislike about Shape Software?** I'm my experience using other software on the market there's nothing about Shape that I dislike. **What problems is Shape Software solving and how is that benefiting you?** Shape is a powerful sales tool. It keeps me on task and on the phone. Shape provides the benefit of efficiency allowing my team to be more productive. ### 39. Great Software for Managing My Business, Contacts, and other Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Shape Software?** I like everything you can do with each contact. Once I open a person's file I can see notes, files/attachments, any communications etc. all in one place. **What do you dislike about Shape Software?** I don't really have any least helpful items, everything I've used works. **What problems is Shape Software solving and how is that benefiting you?** Managing daily tasks, appointments, etc. and having everything available through a mobile app. ### 40. Gem of a software! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2022 **What do you like best about Shape Software?** I love the ease of use. Very intuitive! Well thought out user interface and easy to navigate. **What do you dislike about Shape Software?** Can't think of anything at the moment as it's working out great for us. **What problems is Shape Software solving and how is that benefiting you?** Solving my communication needs with my clients and keeping my business organized by being an all-in-one solution. ### 41. SHAPE wants control of your business **Rating:** 1.0/5.0 stars **Reviewed by:** Adam M. | B, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2021 **What do you like best about Shape Software?** The user interface is very intuitive, easy to follow as a user. Email templates. **What do you dislike about Shape Software?** Some prebuilt integrations requires use of vendors who have an agreement with Shape and not your business. Was charged an outrageous cancellation fee when moving to a different platform. No project management tools. **Recommendations to others considering Shape Software:** Do not use if you are hoping to retain your customer experience internally as a company. Shape will control several aspects of your users experience without the ability to control them as a user. **What problems is Shape Software solving and how is that benefiting you?** Looked to solve user experience for company staff and increase adoltability of crm usage while maintint company identity. ### 42. Product is great and the service is even better **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2022 **What do you like best about Shape Software?** The best thing about this software is the automation and the usability. Another plus is how easy it integrates with other softwares. **What do you dislike about Shape Software?** The only downside is learning the automation was a bit of a learning curve but when I understood it it was self explanatory. **Recommendations to others considering Shape Software:** Definitely recommend reading on some of the support guides and training videos which will help you get up to speed. **What problems is Shape Software solving and how is that benefiting you?** It was helped our company by consolidating from 5 internal systems to two and saved us thousands monthly. ### 43. GM **Rating:** 5.0/5.0 stars **Reviewed by:** Fernando H. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2022 **What do you like best about Shape Software?** It is user friendly and clean interface. **What do you dislike about Shape Software?** I think it can add additional functionalities for responsive mode. **What problems is Shape Software solving and how is that benefiting you?** I am doing business with my different connections and expanding these. ### 44. Amazing experience. Saved many daily hours, highly recommend!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 13, 2022 **What do you like best about Shape Software?** The reliability, outstanding customer service and the amount of time/expense saved daily from this awesome tool. Very easy to use **What do you dislike about Shape Software?** It was a bit out of our budget, but after the experience it was definitely worth the experience **Recommendations to others considering Shape Software:** If you're looking for reliability and great customer service, you will not be disappointed **What problems is Shape Software solving and how is that benefiting you?** Ease of use for both client user face and internal. Saves us so much time and expense on a daily base when working through this service ### 45. Highly recommend Shape! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Shape Software?** As a designer, I love Shape! The interface is intuitive and it keeps me organized in my everyday **What do you dislike about Shape Software?** Honestly, the software has given me all that I was looking for **What problems is Shape Software solving and how is that benefiting you?** Organizational problems. It keeps everything clear and understandable ### 46. Amazing software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Shape Software?** The automation, customer service, easy to use software and hands on account managers. **What do you dislike about Shape Software?** Nothing everything was great and no complaints so far ! **What problems is Shape Software solving and how is that benefiting you?** Getting a hold of multiple clients at once sending out marketing emails and texts. Being able to view all Contact log history and not missing any information ### 47. very user friendly crm **Rating:** 4.5/5.0 stars **Reviewed by:** Deepak p. | account manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2021 **What do you like best about Shape Software?** Its ability to manage sales leads. And continuos update for inmprovement. **What do you dislike about Shape Software?** Not much, but if we have the liberty to add and delete fields, it would be great. And I am sure Shape will be rectified this in upcoming updates. **What problems is Shape Software solving and how is that benefiting you?** I am following up and tracking prospects and customers, communicating, and nurturing relationships in the current campaign. ### 48. Very helpful and guided experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2022 **What do you like best about Shape Software?** The most helpful was the accessibility and simplicity of the program. Also the customer service provided was incredible. **What do you dislike about Shape Software?** Nothing really, I am satisfied with what is offered. **What problems is Shape Software solving and how is that benefiting you?** It makes everything faster and organized. ### 49. Highly recommended!! **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammad Tafseer H. | Principal Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2021 **What do you like best about Shape Software?** It keeps me up to date with all new developments in diet science and workout routines. **What do you dislike about Shape Software?** Nothing so far. I liked it very much because of the quality content. **Recommendations to others considering Shape Software:** Just keep the pace you guys are at right now, **What problems is Shape Software solving and how is that benefiting you?** My diet issues, physical activities, and exercise routine. ### 50. An easy to use cost effective CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2021 **What do you like best about Shape Software?** The easy UX, effective customization, and most of all, the automation feature which streamlined the whole procedure **What do you dislike about Shape Software?** None that I can think of, it's a well-tailored experience **What problems is Shape Software solving and how is that benefiting you?** Marketing and online commerce, It took the weight of much of the data entry off my shoulders as it's automated ## Shape Software Discussions - [What is Shape Software used for?](https://www.g2.com/discussions/what-is-shape-software-used-for) - [What is the main thing people use Shape for?](https://www.g2.com/discussions/what-is-the-main-thing-people-use-shape-for) - 1 upvote - [What sets you apart from other similar CRM softwares?](https://www.g2.com/discussions/30217-what-sets-you-apart-from-other-similar-crm-softwares) - [View Shape Software pricing details and edition comparison](https://www.g2.com/products/shape-software-shape-software/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-24+16%3A09%3A08+-0500&secure%5Bsession_id%5D=579746b6-1305-4075-80c7-495f4c67eb39&secure%5Btoken%5D=d0e56724c8d386e00e2eb49d00e07d5f35db32767e82da49e43943aab0ec0977&format=llm_user) ## Shape Software Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Dialing Options** - Preview Dialing - Progressive Dialing - Predictive Dialing **Templates** - Text and Themes - Stock Images - Proofing - Mobile Responsive **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - Automatic URL Shortening - MMS Marketing - Personalization - Transactional SMS **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Outbound Call Tracking** - Autonomous Task Execution - Natural Language Interaction **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Phone Number Management** - Local Phone Numbers - Toll-Free Numbers - Port Existing Numbers **Calling** - Record Calls - Generate Location - Call Types - Click-to-Call - Auto Dialer **Analytics** - Open Rates - Link Activity - Attachment Activity **Agent Tools** - Whisper Coaching - Callback Scheduling - Call Recording **Edit** - Pre-Made - Build - HTML **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Discovery** - Lead Management - Scoring/Ranking - Lead Context **Tracking** - Visitor & Keyword Tracking - Dynamic Number Insertion - Multi-Channel Call Attribution **Contacts** - Personalization - Information Locater - Record Prospect Data **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Automation** - Voice Activity Detection - Interactive Voice Response (IVR) - Call Scrubbing **Logistics** - Analytics - Issues - Integrations - Shareable Link **Generative AI** - AI Text Generation **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **Management** - Conversion Viability - Workflow **Analytics** - Call Data - Call Recording - Advanced Reporting - Conversation Intelligence **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking **SMS Platform** - Reporting - Automation - White Label - Text-to-Landline - Short Codes - API Integration **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Auto Dialer** - Autonomous Task Execution - Cross-system Integration **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Platform** - Data Synchronization - Analysis **Call Routing** - IVR - Call Scheduling - Geo-Routing **Administration** - Martech Integrations - Privacy, Security, and Compliance - Performance and Reliability **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Email Template Builder** - Autonomous Task Execution - Cross-system Integration **AI Capabilities - Auto Dialer** - Call Prioritization and List Optimization - Compliance Monitoring - Speech Analytics and Sentiment Analysis **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Agentic AI - Inbound Call Tracking** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance **Generative AI** - AI Text Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications ## Top Shape Software Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,147 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,600 reviews) - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (605 reviews)