--- 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 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=6§ion=pricing&secure%5Bexpires_at%5D=2026-07-17+23%3A22%3A50+-0500&secure%5Bsession_id%5D=5ad47fb4-87fc-446a-8ac9-6ab800216f3c&secure%5Btoken%5D=7513a5e2b32344d2b4e585c63eb5c104b4dca420c84788955617ab1f2ab47514&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 (14,178 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,668 reviews) - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (606 reviews)