Last Updated
Overview
Shape is a CRM and sales automation platform built to centralize lead capture, communication, and workflow automation. It supports AI-driven lead scoring, multi-channel outreach, and reporting for faster conversions. However, customer support response times may vary during peak hours, though the platform’s automation and compliance tools help maintain consistent operations.
Overall Rating
Based on 10 users reviews
3.7
Rating Distribution
Positive
60%
Neutral
20%
Negative
20%
Starting Price
$0
/month
Shape Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is Shape?
Shape is a cloud-based CRM and sales automation platform designed for sales-driven organizations that manage high lead volumes across multiple channels. It is commonly used by teams in industries such as mortgage, insurance, solar, education, and service-based businesses. The software offers features such as AI-powered lead management, built-in communication tools, workflow automation, and performance reporting, among others.
Shape centralizes lead capture, customer engagement, and follow-up processes, helping businesses streamline operations, improve response times, and drive higher conversion rates through automated, data-driven workflows.
Shape Pricing
Shape pricing offers a Shape Professional plan available via custom quote. It also offers two additional plans, including:
- Shape Engage - Custom pricing
- Shape Enterprise - Custom pricing
Disclaimer: The pricing is subject to change.
Shape Integrations
The software integrates with the following third-party applications, including:
Who Is Shape For?
Shape software serves a wide range of industries and sectors, including:
- Mortgage
- Solar
- Education
- Insurance
Is Shape Right For You?
Are you looking for a CRM that combines AI, automation, and compliance tools to accelerate lead conversion and keep your outreach legally sound? Shape solves inconsistent follow-ups and fragmented communications by unifying CRM, calling, texting, and automation into a single platform. It also integrates built-in compliance safeguards like DNC and 10DLC messaging compliance.
Shape supports compliance with DNC list scrubbing and 10DLC registration, and its platform also maintains industry certifications such as SOC 1/2 and HIPAA compliance for data protection.
Shape is built on secure cloud infrastructure with encryption, role-based access controls, and a scalable architecture that grows with your team’s needs.
Still not sure if Shape is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Shape Features
Lead Management
Shape centralizes leads from APIs, web forms, lead providers, and bulk imports into a single CRM for faster action. Duplicate detection, automated distribution, and AI-driven scoring help teams prioritize high-intent prospects, accelerate outreach, and convert leads more efficiently through structured, repeatable workflows.
Shape AI
Shape AI delivers real-time insights, call analysis, and automated summaries to improve productivity and sales performance. It analyzes conversations, scores calls for quality and compliance, and generates actionable follow-up recommendations, allowing teams to focus on selling while maintaining accurate, data-rich interaction records.
CRM Tool
Designed to support sales and marketing alignment, Shape’s CRM tool enables teams to create, customize, and distribute approved print and digital content using built-in templates. Centralized brand assets, easy editing, and data-driven personalization help maintain consistency, improve efficiency, and ensure compliant customer-facing communications.
Email Automation
Built to streamline follow-ups, Shape’s email automation supports trigger-based campaigns, mass email blasts, and pre-configured journeys. Drag-and-drop builders, reusable templates, and dynamic workflows ensure timely, personalized outreach while improving engagement, deliverability, and consistency across every stage of the sales pipeline.
Branching Model
Shape features a branching model designed for multi-location organizations, delivering branch-level autonomy with centralized oversight. Unified reporting, template inheritance, automated compliance controls, and flexible billing ensure operational consistency while allowing each location to customize workflows without sacrificing security, visibility, or corporate governance.
Pros And Cons of Shape
Pros
Improves response speed and lead follow-ups
Centralizes lead tracking and sales data
Streamlines marketing and sales workflows efficiently
Cons
API limitations hinder daily integration needs
Support response time is very slow
Shape Reviews
Total 10 reviews
3.7
All reviews are from verified customers
Rating Distribution
5
Stars60%
4
Stars0%
3
Stars10%
2
Stars10%
1
Stars20%
Share your experience
Not Specified, N/A employees
“Bait and Switch Contract Nightmare”
Pros
At this point the only positive thing I can say is that my time with this company is almost over. The whole experience has been miserable.
Cons
Getting the software up and running was incredibly difficult. What they promised during the sales process was nothing like what I actually received. The software never worked for me and now canceling the subscription has become another problem because they're holding me to a very expensive contract. There are better, cheaper and more user friendly options out there and I would never recommend this software to anyone. They made big promises before I signed but once the contract was in place reaching a real person became nearly impossible. They push you toward AI or email support only and the whole thing feels like a complete bait and switch.
Rating Distribution
Ease of use
1
Value for money
1
Customer Support
1
Functionality
2
Small Business, 11-50 employees
“helpful features but limited api”
Pros
Setting this up into our marketing and sales workflow was pretty easy. It comes with prebuilt data and the features feel more relevant to what I actually need. It doesn't overwhelm me with overly complex feaures and it is simple to figure out. Integration was also fairly easy.
Cons
Biggest downside is the API which feels lacking. There are also quite a few limitations that make daily use a bit harder than it should be. The cost is another negative for me.
Rating Distribution
Ease of use
5
Value for money
5
Customer Support
6
Functionality
5
Small Business, 11-50 employees
“Buggy CRM”
Pros
If there were anything positive worth mentioning I'd put it here but there isn't.
Cons
After working with CRMs throughout my entire career and using a lot of different platforms this is easily the worst one I've dealt with. In just the past three weeks I've run into a long list of bugs and have been reporting them to support every single day. On top of that their response time is painfully slow. If you're considering a CRM I'd strongly recommend avoiding this one and going with Close.io instead. It handles the same kind of tasks without being anywhere near as buggy which is exactly why I'm switching.
Rating Distribution
Ease of use
1
Value for money
2
Customer Support
1
Functionality
1
Frequently Asked Questions
Does Shape offer an API?
Yes, Shape provides API access.
What other apps does Shape integrate with?
The software integrates with the following third-party applications, including: BombBomb, Mailchimp, Zapier, QuickBooks, Calendly, Loom, Twilio.
What language does Shape support?
Shape supports the English language.
What types of pricing plans does Shape offer?
Shape pricing offers its users a Shape Professional plan for custom quotation. It also offers two additional plans, including: Shape Engage - Custom pricing; Shape Enterprise - Custom pricing. Request a custom Shape price quotation.
What level of support does Shape offer?
Shape provides support via phone, contact form, and knowledge base.
Who are the typical users of Shape?
Shape software serves a wide range of industries and sectors, including mortgage, solar, education, insurance.
Does Shape have a mobile app?
Yes, Shape offers a mobile app.