Shape Software Reviews & Pricing

by Shape Software | Founded 2017, Irvine, California

REQUEST WITH NO OBLIGATION$ Request Pricing Get Free Demo

Overview Pricing Benefits Reviews Features

Categories:

What is Shape Software?

Industry Specialties: Serves all industries

Shape Software offers a comprehensive solution for managing customer relationships and tasks, making it ideal for industries like real estate, legal, and healthcare. Its robust CRM capabilities streamline client interactions, automate workflows, and enhance productivity. Users appreciate its intuitive interface and customizable features, which include lead management, email marketing, and reporting tools. Shape Software stands out with its seamless integration options and mobile accessibility, allowing professionals to manage their operations on the go. Compared to similar products, users often highlight its user-friendly design and efficient customer support. Pricing details are not explicitly available, so it's advisable to contact SelectHub for a tailored quote. This ensures that businesses can align the software's capabilities with their specific needs and budget. Overall, Shape Software is a versatile and dynamic tool that effectively supports businesses in optimizing their customer relationship management processes.

PRICE

COMPANY SIZE

DEPLOYMENT

PLATFORM

Try Before You Buy.

Request a Free Demo Today!

Request Demo

It's completely free!

Product Screenshots and Videos

Shape Software Pricing

Based on our most recent analysis, Shape Software pricing starts at $119 (Per User, Monthly).

Get Price Quote

Price: $
$
$
$
$

i
Starting From: $119
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

Training Resources

Shape Software is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Shape Software:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Shape Software Benefits and Insights

Why use Shape Software?

Key differentiators & advantages of Shape Software

Intelligence Automation: Users can simplify and organize everyday admin through intelligent automation. This cuts down on the time needed to manage tasks and lets teams focus on higher priority work.
Lead Capture: Shape automatically captures leads, sends follow-ups and manages client projects on one easy-to-use dashboard. Users can keep a close track of important data and communications without hassle.
Powerful Workflows: Users can create customized and automated workflows for customers and internal teams, making it easier to keep track of cases and their status.
Intuitive UI: Users can avoid spending hours on training webinars or pouring over FAQs to use Shape. The platform’s responsive user interface is easy to use, understand and implement in day-to-day practices.
Advanced Security: The software ensures sensitive customer and prospect data is protected using advanced security features and protocols.
Powerful Back End: Shape Software’s dedicated team of engineers continually develops and updates the system’s back end, providing customers with dependability and efficiency.

Industry Expertise

Shape Software specializes in providing CRM solutions tailored for the mortgage industry, offering features like integrated CRM, dialer, email/text automation, and POS, making it ideal for mortgage professionals seeking to streamline operations, increase revenue, and enhance customer experiences.

Synopsis of User Ratings and Reviews

Based on an aggregate of Shape Software reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

User-Friendly Interface: Shape Software is recognized for its intuitive design, making it easy for users to navigate and utilize its features effectively.
Effective Sales and Marketing Automation: Users appreciate the software's ability to automate tasks such as email and text campaigns, which streamlines workflows and enhances efficiency.
Seamless Implementation: The software is designed for straightforward implementation, allowing businesses to get up and running quickly with minimal disruption.

Cons

Limited Customizability: The CRM system only allows for a maximum of 20 custom fields, which might not be sufficient for businesses with complex data tracking needs. Additionally, these custom fields are tucked away in a separate tab, potentially hindering easy access and visibility.
Performance Issues: Some users have reported that Shape Software's CRM can be slower than other CRM options, with noticeable delays in loading times. This lag, even if just a few seconds, could impact productivity for users who rely on quick access to customer information.
API Limitations: The CRM's API has been a point of contention for some users, who find its functionality restricted and the rate limits surprisingly low, especially given the additional monthly fee associated with API access. This could pose challenges for businesses reliant on seamless integration with other applications.
Occasional Bugs: While generally well-received, the software is not immune to occasional bugs, as reported by some users. These bugs, while not explicitly detailed in the provided context, could range from minor glitches to more disruptive issues that impact functionality and user experience.

Researcher's Summary:

Is Shape Software really in such great shape? User reviews from the past year suggest that Shape Software is a highly regarded CRM solution, particularly for businesses in real estate and related industries. Users consistently praise its user-friendly interface, making it easy for teams to adapt and start using the platform effectively. For instance, one user described the software as "intuitive, powerful, and cost-effective," highlighting its ability to simplify complex tasks like lead management and communication.

Shape Software differentiates itself through robust features like seamless integration with other business applications and effective marketing automation tools. A user emphasized this, stating that Shape Software "integrates seamlessly with other apps," making it a central hub for managing various business operations. However, some users have pointed out the pricing as a potential drawback, especially for smaller businesses or those with limited budgets. One user acknowledged this concern but affirmed that the software is "definitely worth every penny," emphasizing its value proposition despite the cost.

Overall, Shape Software appears to be a good fit for businesses of all sizes, particularly those in real estate or related sectors, that require a user-friendly yet powerful CRM solution to streamline their operations and enhance productivity. The software's intuitive design, coupled with its robust features and positive user feedback, makes it a compelling choice for businesses looking to optimize their customer relationship management processes.

Key Features

Team Management: Teams can stay on the same page by managing email, calendars and to-do’s with the Sales Sync feature. Users can assign tasks to provide accountability and use role permissions to keep sensitive data private.
Sales Automation: The platform provides in-suite features such as marketing and sales automation tools without any extra charges.
Project Management: Features like professional documentation, faster payments and quick reporting help users onboard new clients. The tools also provide a reliable monitoring system and revenue tracker so users can better understand business growth.
Client Management: This feature captures leads, creates context and manages client data, all in one place. Additionally, the project management tools keep clients and teams up to date about the progress of a project.
Integrations and Configurations: Configurable settings let users build an enrollment management system based on their needs. It helps qualify inquiries, improve the lifecycle of customers and streamline processes.
Email Automation: This feature can increase conversion rates up to 7x by letting users send perfectly timed follow-ups, build nurturing drip campaigns, automate status updates and more. With everything centralized on a dedicated dashboard, it also saves time.
Lead Prioritization and Distribution: The system enables users to focus on the right prospects at the right time. It also helps simplify the lending process by using smart automation to filter contact information.
Communication Management: Users can reach out to leads with proper context by gaining important insights from text message read reports and other SMS tools.
Sync and Reporting: The system allows users in the real estate industry to uncover listings and sales for designated areas. This helps users match buyers’ criteria with new MLS listings and eliminates guesswork, allowing them to close more deals.
Integrated Dialer: Inbound and outbound calls can be made with a single click. Users can activate call recording, local presence and more.
Intake and Follow-up: Users can customize online intake forms, contracts and invoices or use prebuilt templates for greater convenience. The e-sign feature allows users to get forms back quickly and securely.
Integrations: This capability removes the need to switch between applications for work. The platform connects with widely-used tools such as MailChimp, Twilio, G Suite, LawPay, Stripe, BombBomb, Zapier, Webhooks and many more.

Suite Support

The support team at Shape Software can be reached through a contact form on the site, in addition to the options below.

Email: Technical support can be reached at [email protected].

Phone: The support team can be reached by calling (888) 762-7211.

Training: Users can visit the resource section for a 10-step product training. They can also visit support guides for additional information and training about the product.

Tickets: No separate ticketing system has been mentioned.