Shape
Review of Shape Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Shape
Shape Screenshots
Shape Features
Shape Integrations
Customer Reviews
See why people love Shape
Jack H.
Verified UserFinancial Services · 11-50 employees
Best Mortgage CRM we’ve ever used
As an owner of ClickStart Mortgage, Myself and my team cannot speak highly enough of our experience with Shape Software. From day one, Shape has been an indispensable partner in our growth and success. Their dedication to understanding our needs and tailoring their solutions to fit our unique requirements has been nothing short of remarkable. Shape's team consistently goes above and beyond to ensure that we have the support and resources we need. Whether it's a quick question or a complex issue, their responsiveness and commitment to excellence have made a significant difference in our operations. The seamless integration and effectiveness of Shape's CRM system have been pivotal to our success. Their software is intuitive, reliable, and incredibly efficient, allowing us to manage our client and realtor relationships with ease and precision. The robust features and user-friendly interface have streamlined our processes and enhanced our productivity across the board. We are truly grateful for our partnership with Shape Software. Their contributions have been instrumental in not only driving our business forward, but more importantly, helping us provide an amazing experience for our clients. We look forward to continuing this successful relationship for many years to come. Thank you Shape Software, for being such a vital part of the ClickStart Mortgage family!
**Exceptional Customer Support **Seamless Integration **User-Friendly Interface **Robust Features **Customization and Flexibility - **Reliable Performance**
- That we didn’t find them sooner
- But in all seriousness there has not been anything that has stood out to me in regards to what we I don’t like about Shape
Kari F.
Verified UserReal Estate · 1001-5000 employees
Excellent Product for Real Estate Agents
Verified reviewer
- Great product to keep all your clients organized and updated throughout the process
- Easy to use marketing automation
- I have other marketing automation systems and its so confusing
- This is straight forward and every effective
I would say price, agents like to keep overhead low but this definitely is worth every penny
Switched From
Shape Software provides the main and important functionality that you need from a CRM. Shape is much better CRM than salesforce for the provided values after all the add-ons its wayyyy cheaper to use. As well as ease of use.
Kat A.
Verified UserFinancial Services · 11-50 employees
Shape CRM Failed Me and Continues to Charge After Cancellation
As a seasoned mortgage professional with nearly a decade in the industry, I know the importance of choosing the right systems and vendors to support both my clients and my business operations. Unfortunately, my experience with Shape Software has been nothing short of a disaster—not just in their failure to deliver on basic onboarding and support, but in how they have mishandled my cancellation request and continue to charge me months after I formally canceled, and they acknowledged it in writing. I initially signed up for Shape with high hopes, believing the platform would offer real value to my CRM needs. Instead, I spent nearly two months requesting help to get set up, upload contacts, or receive basic onboarding. My calls and emails—many of which were directed to named individuals on their team—went unanswered. When I finally had enough and formally requested cancellation and full deletion of my data, I was met with canned responses and vague promises. Then I was told I was under an "annual contract"—a contract that was never presented to me, let alone signed. When pressed, Shape refused to provide a copy of this so-called contract. Eventually, I received an email stating they would honor my cancellation. Despite this written confirmation, they continued to charge my card in April and again in May. To date, Shape has: •Failed to provide support in the first place. •Failed to cancel my subscription as confirmed in writing. •Failed to delete my data despite multiple formal demands. •Failed to refund multiple unauthorized charges still hitting my account. This is a textbook example of how not to run a company—and a warning to any business owner or professional considering Shape as a CRM provider. Their lack of accountability, internal follow-through, and disregard for professional standards should be a serious red flag for anyone in a client-facing industry. I am now prepared to share this experience on every possible platform to ensure no other professional gets put through what I’ve experienced. To the directors of operations or executive leadership at SHAPE: your internal systems have failed, your communication is negligent at best, and your billing practices are unacceptable. Please DO BETTER.
- It was recommended by a Coaching Platform, but what a big disappointment
- They don't even deserve one star
- •Failed to provide onboarding or basic support
- •Communication is negligent and ineffective
- •Failed to cancel my account as promised
- •Failed to delete my data
- •Failed to refund unauthorized charges
- •Continued to charge my card after cancelation
- Their conduct has been unprofessional, unethical, and unacceptable
Madina H.
Verified UserInformation Technology and Services · 10000+ employees
Amazing tool, saved us daily hours and expenses!! Highly recommend
I have had an amazing experience with the software and team behind this all
- Ease of use, accountability, incredible customer service, and reliability
It was a bit out of our budget, but after using the system and experiencing the service it’s definitely worth the investment
Switched From
Looking for something more reliable and complete package
Why they chose it
"I’ve heard many great things and people have been happy with this service"
Jedd L.
Verified UserFinancial Services · 11-50 employees
This is the best CRM a mortgage company can use! And competitively priced too!
Great customer service! They were very quick to help when I had questions or needed any assistance.
I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly
- There really wasn't any draw backs
- I just wish I found them before I made my previous commitment to the CRM company I was using, I could have been saving money and had access to a superior software a lot sooner
Verified Professional
Financial Services · 2-10 employees
Bad - would not hire again
Horrible. l first hired the whole package: Landing Pages, CRM, portal and communications package. They never provided me with the landing page, but they kept on charging me for it. Total scam. Nobody speaks to you, the AI bot is terrible, and I really hate it when people rob my money.
- Zapier integrations, text and email message automation
- They rip you off
- My monthly service is $149
- 50 however, they charged me $484
- 00 and later refund $299
- 00, shorting me $36
- 00 every month
- Then some other bogus charges, adding to a total scam of $750
- 00
- So I try to call billing, but there is no billing phone number, just an email address
- I try to call customer service, but there is no customer service phone number
- The only number is for a sales line
- So you send an email, and another one, and another one, and nobody responds or calls back
- And this is for wrongful billing
Switched From
Supposedly more advanced technology, but I would go back in a second.
Verified Professional
Construction · 51-200 employees
Terrible customer service glitchy and eSignature is garbage
went with [SENSITIVE CONTENT] and Monday and couldn't be happier and we saved money
- nothing This software company is terrible
- esignature mapping never worked properly
Switched From
Zoho was getting expensive, but it worked much better
Why they chose it
"eSignature was something we liked and construction management capabilities"
Verified Professional
Veterinary · 2-10 employees
Amazing customer support
Our executive was very detailed and got exactly what I needed.
- I worked with the executive to build a custom system and I love it
- It’s working out extremely well
- I don’t have any complains
Danny H.
Verified UserBanking · 11-50 employees
Easy all in one marketing CRM
Verified reviewer
- Customer service did a great job setting up our system to easily keep track of all of our leads
- Helps to capture a higher closing rate
- Wish I could have gotten started sooner
Verified Professional
Consumer Goods · 2-10 employees
Amazing customer support and easy to use
I would rate my overall experience a 10/10, A+, all of the above!!
- The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner
- The software is intuitive and easy for anyone to use
- As a result, this software has helped my streamline my work and enable me to have a centralized location for my data
- As of this moment, I have no complaints at all
- The software is so intuitive everything is easy to learn how to use and if there is a need for assistance, the customer support has always been easy to reach
Popular Shape Alternatives
Shape
See what companies are saying about Software Advice
This is very useful service. The company presents itself in a very professional manner.
Subscription Successful!
You've been added to our newsletter.
Write a Review
Share your experience to help others make better decisions.