Shape Software Reviews & Product Details

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing to not like, thinking of everything I needed and it has everything. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Can't think of anything. Amazing support, we had Stewart and Matt help with our system. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing yet. There's a lot of features we don't use, haven't explored everything yet. Review collected by and hosted on G2.com.

The CRM has been tailored made for our business. It's helped us optimize our workflow and helped increase productivity. Review collected by and hosted on G2.com.

It takes time to get use to a CRM when you've been doing things the old fashioned way. Review collected by and hosted on G2.com.