--- 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: '2026-06-30' 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 value the **advanced email marketing features** of Shape Software, enhancing their marketing automation efforts effectively. (2 reviews) - Users value the **advanced lead management features** of Shape Software, enhancing their marketing automation efforts effectively. (2 reviews) - Users appreciate the **marketing automation tools** of Shape Software, benefiting from streamlined email campaigns and effective lead scoring. (1 reviews) - Users value the **marketing automation tools** of Shape Software for enhancing their email campaigns and lead management. (1 reviews) - Users value the **marketing automation tools** in Shape Software, enhancing their campaigns with ease and efficiency. (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, feeling constrained by its custom field restrictions and API functionality. (2 reviews) - Users find Shape Software to be **expensive** , with many costs and limited functionality compared to competitors. (2 reviews) - Users find the **API limitations** frustrating, with restricted functionality and costly additional fees impacting usability. (1 reviews) - Users find **Shape Software's app limitations** frustrating due to lack of customization and higher costs compared to competitors. (1 reviews) - Users face significant **billing issues** , making it difficult to cancel subscriptions and navigate contract commitments. (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 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. ### 7. 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. ### 8. 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. ### 9. 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 ### 10. 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. ## 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/shape-software-review-7720586?section=pricing&secure%5Bexpires_at%5D=2026-07-04+04%3A07%3A05+-0500&secure%5Bsession_id%5D=7e77a7e5-be87-4b27-adb4-42494597b038&secure%5Btoken%5D=5a836d0caf375a40213781a35c6a52a4d7d661071ea454df2e76dbc46c391fe8&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 (14,165 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,651 reviews) - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (606 reviews)