Last Updated
Overview
Shape Software is designed to help businesses automate workflows and manage operations efficiently. While it may not be useful for very small teams, its features help simplify processes and improve productivity, making it a solid choice for mid to large-sized businesses.
Overall Rating
Based on 23 users reviews
4.6
Rating Distribution
Positive
87%
Neutral
13%
Negative
0%
Starting Price
Custom
Shape Software Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Shape Software?
Shape Software is a cloud-based CRM tool that helps businesses automate workflows and manage customer relationships more effectively. Shape software features like lead management, communication tools, and automation help enhance daily operations with ease. Its easy-to-use platform offers powerful solutions for growing companies that require an intuitive and powerful tool to increase productivity, enhance customer engagement, and optimize overall business efficiency.
Shape Software Pricing
Shape Software offers the following pricing plans:
- Shape Professional: Designed for startups and small teams; includes CRM, automation, and basic communication tools
- Shape Engage: Ideal for growing businesses; adds AI lead scoring and unlimited calling
- Shape Complete: Tailored for large organizations; offers advanced features and services
Shape Software Integrations
The Shape Software supports integration with multiple systems and platforms, such as:
Who Is Shape Software For?
Shape Software is ideal for a wide range of industries and sectors, including:
- Real Estate
- Healthcare
- Finance
Is Shape Software Right For You?
Shape Software is ideal for businesses looking to enhance productivity. This CRM solution excels in automating workflows, improving customer engagement, and organizing operations, especially for industries like real estate, healthcare, and finance. Shape Software features such as lead management and integration capabilities make it perfect for businesses looking to increase operational efficiency.
Still unsure if Shape Software is the right fit for your business? Connect with our customer support staff at (661) 384-7070 for further guidance.
Shape Software Features
Email Automation
Email Automation enables businesses to create and send personalized email campaigns automatically. It ensures timely communication with customers, sending welcome messages, promotions, or follow-ups based on actions or time intervals, saving time.
Built-In Calling
Shape Software’s Built-in Calling feature allows businesses to make and receive calls directly within the platform. Calls are automatically logged, streamlining customer interaction tracking and enhancing call management efficiency.
Bi-Directional Texting
Bi-Directional Texting enables businesses to send and receive text messages with customers directly from the platform. Real-time chatting enhances customer service and engagement, allowing replies without switching between messaging platforms.
Customer Portal
Shape Software’s customer portal provides a self-service platform where customers can access account information, view purchase history, and track orders. This enhances satisfaction by enabling independent access and reducing support needs.
AI Lead Scoring
A.I. Lead Scoring leverages artificial intelligence to prioritize leads by analyzing customer data and behavior, assigning scores based on conversion likelihood. This helps sales teams focus on the most promising leads, boosting conversion rates.
Pros And Cons of Shape Software
Pros
Many users find Shape Software intuitive
Users frequently commend Shape's responsive customer service team
Shape allows businesses to tailor workflows to their specific requirements
Cons
A few users have expressed difficulty in generating detailed reports
Some users have reported that Shape's API has limited functionality
Shape Software Reviews
Total 23 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars87%
4
Stars0%
3
Stars0%
2
Stars13%
1
Stars0%
Share your experience
Financial Services, 11-50 employees
More than a year
“Our favorite mortgage tool so far”
Pros
The customer support is outstanding, the integration is smooth and the interface is user friendly. Plus all the features are powerful and the customization and flexibility options are excellent which makes it close to perfect.
Cons
I just wish we had found them sooner. Honestly there has not been anything about it that I do not like.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Financial Services, 1-10 employees
Less than 6 months
“Not doing business with them again”
Pros
Few things I like about it are Zapier integration and the automation of text and email messages are fantastic.
Cons
They completely ripped me off. My monthly service fee is $149.50 but they charged me $484.00, only refunding $299.00 leaving me $36.00 short every month. Then there were more random charges adding up to a total scam of $750.00. I tried calling billing but there is no phone number and only an email. I even tried contacting customer service but again, no phone number just an email. I sent multiple emails but no one ever responded or called back. This is for wrongful billing.
Rating Distribution
Ease of use
4
Value for money
4
Customer Support
1
Functionality
5
Banking, 1-10 employees
Less than 6 months
“Zero help when needed”
Pros
The product has some cool features that we liked but they might not be as inclusive as we initially thought.
Cons
To be honest horrible customer support. Everyone from C-level to billing and sales lacks product knowledge but seems really good at avoiding compliance. For three weeks, they have been dodging a third party agreement that would prevent them from selling leads entered into the system. Also it is odd and we definitely think so too.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
1
Functionality
4
Frequently Asked Questions
What other apps does Shape Software integrate with?
Shape Software integrates seamlessly with a variety of systems and platforms, including Salesforce, Zapier, and Google Workspace. You can watch the Shape Software demo to see how it connects with your favorite tools and platforms, making your workflow even more efficient.
What level of support does Shape Software offer?
Shape Software offers 24/7 AI chat, dedicated customer support, training webinars, onboarding assistance, and professional services
Does Shape Software offer an API?
Yes, Shape Software offers an API that allows developers to integrate and extend its functionalities.
Who are the typical users of Shape Software?
Shape Software is well-suited for a variety of industries and sectors, including Real Estate, Healthcare, and Finance.
What language does Shape Software support?
Yes, Shape Software supports multiple languages to cater to a diverse user base.
What types of pricing plans does Shape Software offer?
Shape Software provides Shape Professional, Shape Engage, and Shape Complete, delivering CRM, automation, AI lead scoring, unlimited calling, and advanced features for businesses of all sizes. Shape Software cost varies by plan.
Does Shape Software have a mobile app?
Yes, Shape Software offers a mobile app compatible with both iOS and Android devices.