--- title: Shape Software Reviews meta_title: 'Shape Software Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 65 reviews by the users' company size, role or industry to find out how Shape Software works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 65 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # 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 find the **email marketing tools** in Shape Software advanced and effective for their marketing automation needs. (2 reviews) - Users value the **advanced lead management features** of Shape Software, enhancing their marketing automation and customer engagement. (2 reviews) - Users value the **robust marketing automation tools** in Shape Software, enhancing their campaigns effectively and efficiently. (1 reviews) - Users appreciate the **marketing automation tools** of Shape Software, enhancing their campaign efficiency and lead management. (1 reviews) - Users value the **wide array of marketing automation tools** in Shape Software, enhancing their campaign effectiveness. (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 experience **editing limitations** with Shape Software, including restricted customization and a slow performance compared to competitors. (2 reviews) - Users criticize the **expensive subscription costs** and additional fees, feeling it offers less value compared to competitors. (2 reviews) - Users face **API issues** with Shape Software, citing limitations in functionality and restrictive usage limits despite extra fees. (1 reviews) - Users report **app limitations** like restricted customization, slow performance, and high additional costs affecting overall satisfaction. (1 reviews) - Users face significant **billing issues** with Shape Software, including difficulties in canceling subscriptions and high contract costs. (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. Shape CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2021 **What do you like best about Shape Software?** Very easy to keep track of leads, calls & texts **What do you dislike about Shape Software?** I would like to have more initial training **Recommendations to others considering Shape Software:** Make sure you have all your automations ready to go so they can be set up in the system. **What problems is Shape Software solving and how is that benefiting you?** Getting the automations set up takes time. ### 2. New To Shape **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2021 **What do you like best about Shape Software?** The support received from Dani Dunn. She really delivers elite service and makes us feel like part of the team :) **What do you dislike about Shape Software?** Getting all of the databases in and updated from different CRM **What problems is Shape Software solving and how is that benefiting you?** Tracking referrals - huge advantage ### 3. Regional Coordinator for International Company **Rating:** 4.5/5.0 stars **Reviewed by:** Karen K. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2020 **What do you like best about Shape Software?** I loved how amazing the UX is on this software. I am a UX designer and I love the interfaces they use to represent the data. It's super easy to understand. I haven't had expierences with software like this before, but they make it super easy to use and understand. They also have an amazing support team if you have any questions. You can contact them easily on their website, which is really nice. **What do you dislike about Shape Software?** I didn't use it long enogh to expiernce anything. **What problems is Shape Software solving and how is that benefiting you?** They made my day to day taks of scheduling meetings with a bunch of difftent directors super easy.Given that my organization has many diffrent parts they group togeather my emails so it's nicley organized and my OCD self doesn't get flustered. I like thier calender intercaes as well, it's better than using google calender or one of the other competitors. ### 4. Easiest and most effective "all in one" platform I've ever used **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2020 **What do you like best about Shape Software?** My personal favorite thing about Shape is that it is the most effective platform I've ever used for a one-stop-shop for everything I've needed. One of my favorite features is the SMS integration. As a lot of my business is conducted via text, it makes it extremely easy for me to see all my texts right there on the software. Another one of my favorite features is the MLS sync which lets me find particular listings that match my criteria, all right there in the software! As well, being able to easily prioritize leads easily within the software is another plus. Overall, just the ability to sync and integrate practically everything you could possibly think of into one area makes this software so valuable. Not having multiple tabs or apps open on my computer or phone and being able to manage basically all components from one spot has definitely been worth the cost of the Shape. Also, I've been using google calendar for ages and basically all my business-oriented events are scheduled on there for the next several months, so being able to seamlessly integrate my google calendar into Shape is just another plus! **What do you dislike about Shape Software?** Perhaps I'd like to edit the style of the software a little bit. Having more customization in terms of the aesthetic of Shape would be nice. **Recommendations to others considering Shape Software:** If you are managing your business through using several apps and Softwares, this will definitely make your life much easier **What problems is Shape Software solving and how is that benefiting you?** One of my main problems prior to having Shape was having to jumble and navigate from software to software for my various work-related documents and files. Being able to seamlessly manage literally everything from one central place has made life definitely easier, and in the long run, looking at the $100 price tag, it is most certainly worth it. ### 5. Easy and affordable CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2020 **What do you like best about Shape Software?** The interface is very user friendly and easy to use. I have had almost no problems using the software and whenever I have called, customer service went above and beyond to make sure all of my needs were met in a timely and patient manner. There was almost no wait time on the phone which is really important considering how busy I am during the day. The last company we worked with had us on hold for almost 30 minutes! The cost was much lower than we had anticipated it to be after looking at other places. Having all of my data centralized in one location saves us a lot of time! **What do you dislike about Shape Software?** I have not had any problems so far and I have already recommended shape to several colleagues of mine. **Recommendations to others considering Shape Software:** Don't be afraid to call customer service. They provide quick help for any problems and are very patient. **What problems is Shape Software solving and how is that benefiting you?** The biggest problems we have solved are marketing and workflow automation and managing our reports. ### 6. A software that can do it all! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2020 **What do you like best about Shape Software?** I was able to ditch my confusing excel spreadsheet, extensive email inbox labeling, and manual tracking system with one easy-to-use software. Shape Software provides the automation I need to focus more time on the digital marketing services I provide, and less time managing the administrative side of my own business. The automated features were the biggest selling points for me! Lead capture, sending follow-ups, and managing ongoing client projects within one interface has streamlined my entire process. I no longer lose track of important information or have to update the same client status in multiple locations. And, the automation has taken the tedious and time-consuming tasks off of my to-do list! **What do you dislike about Shape Software?** I am a fairly new user to Shape Software, but will definitely be continuing! As of now, there are few items I dislike. It is much easier to use than past CRM Softwares and plugins I have tried. The intuitiveness is essential for me. Sometimes it takes a while to load, but I don't have incredible internet access where I live, so that could be a factor too. **What problems is Shape Software solving and how is that benefiting you?** My biggest thing is organization and time-saving. The automated lead capture and follow-ups have freed up an enormous chunk of my time that I can focus on current client projects and delivering exemplary service. I can now see the areas I actually need help in and where to devote the time to growing my business. The administrative confusion was distracting me from seeing the potential of my business! ### 7. Ease of use and quick adjustment period **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2020 **What do you like best about Shape Software?** The streamlined way Shape puts everything I need to use under one easy to use platform makes work life a lot easier for us. My favorite feature is the synchronizing of email and calendar to my computer so I never miss anything and it gets filled in automatically as it comes in. It seems that the software just knows what is the most important and prioritizes it for me to access it in a timely manner. Communication not only within the company but to clients is facilitated and we never miss a beat thanks to it. **What do you dislike about Shape Software?** Nothing negative to say about it so far, have told other people in my industry about how much our team is having using shape. **What problems is Shape Software solving and how is that benefiting you?** I am easily and effectively able to manage one system as opposed to multiple different ones which leads to more productive use of time and ease of access. ### 8. Shape - Best CRM I've Used! **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2020 **What do you like best about Shape Software?** Shape is an extremely cost-efficient, effective CRM that allows full customization for all my business needs! They have excellent customer service and always help me on a moments notice. They have taken a lot of the daily administrative tasks off my hands and helped my business flourish. I highly recommend! **What do you dislike about Shape Software?** I don't really have any major complaints about the software. There are a few additional charges you can buy that I wish were included in the package but for how cost-efficient the software is, I can't complain! **Recommendations to others considering Shape Software:** Switch to Shape! Saves you a lot of time AND money. **What problems is Shape Software solving and how is that benefiting you?** All of my daily admin tasks are being solved with Shape.They manage leads, applicants, and enrollments effortlessly and have been automating my online marketing.My whole interview process is now automated and all my other CRM needs have been incorporated into my software.It definitely saves any admin lots of time and resources! ### 9. Easy to use & amazing customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2020 **What do you like best about Shape Software?** The intuitive layout is easy to use and lets me streamline my work. Now all of my data is in a centralized location which is amazing! Also if there is ever a time i have a question the customer supports is always easy to reach, answers my calls quickly and enables me to have a perfect user experience. Another fantastic feature I love about Shape is the fact that they have solutions for many industries and have the right people and tools to support guide you on any project in those industries. This is a software I 100% recommend and I think they have done a great job developing the platform and company. **What do you dislike about Shape Software?** I have nothing to dislike about the software. As explained before if I ever have a question, the amazing and patient customer service will deliver step by step guidance on how to solve a problem. **What problems is Shape Software solving and how is that benefiting you?** With Shape, I have been able to manage my business in a more efficient way. Thanks to the easy to use platform, I can manage potential leads and my online marketing which is a big help for me and my team. Now I can manage these leads from my email and text which means I am always up to date and can worry less. Another one of my favorite features is the ability to schedule interviews and automate specific processes. Shape has saved me time and has given me more peace of mind. ### 10. Great software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2020 **What do you like best about Shape Software?** Shape Software is extremely easy to use, it helped me manage online marketing and promotions. It also made it easy to interact with customers and automate daily tasks. It also links my tasks, applications, and customers. With their free trial, you can check all of their apps and see if this software fits what you are looking for which was extremely helpful for me. The pricing is not bad for what is included in the package, it is perfect if you want to keep track of your business, set up interviews, and so on. I highly recommend this product to anyone who is looking for a new software to try. **What do you dislike about Shape Software?** Don't have anything to complain about, it's easy to navigate and they are constantly finding ways to better the software. **What problems is Shape Software solving and how is that benefiting you?** No problems, some benefits is that it has made navigating my customers easily. ### 11. Decent experience with the software for handling CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2020 **What do you like best about Shape Software?** Handling various activities related to business ranging from marketing, customer relations, commerce etc **What do you dislike about Shape Software?** User interface can be better in my opinion. I find it dull **Recommendations to others considering Shape Software:** Good for handling commerce, marketing, customer service online **What problems is Shape Software solving and how is that benefiting you?** Customer grievance are readily addressed, marketing has become easier, selling business online through e-commerce is smooth ### 12. Services **Rating:** 2.0/5.0 stars **Reviewed by:** Kenth N. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2020 **What do you like best about Shape Software?** The Service is amazing and I really enjoyed it Very fast **What do you dislike about Shape Software?** A little bit slow and lack some key features **Recommendations to others considering Shape Software:** This software is amazing and I will like you guys to try it.dont miss out **What problems is Shape Software solving and how is that benefiting you?** It's amazing ### 13. Shape Software Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2020 **What do you like best about Shape Software?** Very easy to use website and simple to request a demo! Shape Software makes it easy to manage clients and projects. I would definitely recommend Shape Software to a friend or colleague. Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support. Shape Software is also very compatible with different features. **What do you dislike about Shape Software?** I really don't have a lot of bad experience with Shape Software. On the website it shows the features so maybe make sure it is hitting all of the categories so none of them are x'ed out in grey. **What problems is Shape Software solving and how is that benefiting you?** N/A ### 14. Fantastic CRM, Awesome people **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua C. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2019 **What do you like best about Shape Software?** aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa **What do you dislike about Shape Software?** aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa **Recommendations to others considering Shape Software:** Make sure to define what you really want, we took a lot of time trying to figure out exactly what features, setup, integrations etc. we wanted but if we sat down and just listed what we wanted at the beginning we would have been better prepared. **What problems is Shape Software solving and how is that benefiting you?** aa ### 15. Great software and very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2019 **What do you like best about Shape Software?** Shape's a fast and easy to set up and once you do it is an extremely effective tools to track current customers as well as potential customers. **What do you dislike about Shape Software?** No complaints so far, the software is a great fit for my business and would recommend it to anybody. **Recommendations to others considering Shape Software:** I highly recommend the software for start-ups and well established companies. **What problems is Shape Software solving and how is that benefiting you?** Managing and customizing reports are much easier with Shape CRM. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-19+17%3A37%3A34+-0500&secure%5Bsession_id%5D=e2929fa1-035b-49ed-958e-3330c7426571&secure%5Btoken%5D=fd95ff1bedcd61d2a99e32136c869efbc6de57a642e2beb983319fe224f71e08&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 **AI Automation - SMS Marketing** - AI SMS **Generative AI** - AI Text Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **AI Content Generation - SMS Marketing** - AI SMS **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 (14,185 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,669 reviews) - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (606 reviews)