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
Retail, 11-50 employees
Less than a year
“Best out there”
Pros
What really sets Shape apart from other productivity tools is its powerful analytics and reporting features. It helps us easily track progress, pinpoint areas for improvement and get insights into team performance which makes it an ideal choice for anyone looking to streamline their workflow and improve results.
Cons
Honestly I think it is perfect already. So there is nothing I would improve.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Telecommunications, 500+ employees
More than a year
“Works well for keeping contacts sorted”
Pros
The most useful features I come across are the phone functionality and the texting capabilities.
Cons
There is nothing I really dislike about it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Telecommunications, 500+ employees
Less than a year
“Has been great for us”
Pros
We use it a lot for email and text automation and it works perfectly.
Cons
All the features work perfectly for what we use them for.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Financial Services, 500+ employees
Less than a year
“love everything about it”
Pros
Shape was simple to access and easy to use. Also it allowed me to seamlessly track both current and past business activities.
Cons
There was nothing I did not like.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Financial Services, 11-50 employees
More than a year
“There is nothing else that compares to it”
Pros
It has everything you need such as phone, email, texts and even a calendar feature that is integrated into the whole system. Plus the project management aspect replaced the need for Trello. The lead distribution, marketing automation and contact management are far superior to anything I have used before.
Cons
I cannot think of any cons. The system is amazing and the support is top notch. Whenever I have a question or a request, it is always handled the same day something no other CRM software does.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Accounting, 11-50 employees
More than a year
“My go-to CRM for sure”
Pros
There are a few features I really like which include lead management, pipeline tracking and the ability to calculate my CPL. They are all quite useful.
Cons
Honestly I have nothing negative to mention.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Arts and Crafts, 1-10 employees
Less than a year
“Not hard to navigate at all”
Pros
It makes the entire process so simple. Also it is an excellent way to stay organized from loan application to funding. Plus the communication with the borrower is easy especially for requesting documents and updating on approvals or declines. The layout is so easy for everyone to follow and it covers everything for us.
Cons
I could not find anything wrong with the software.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Financial Services, 500+ employees
Less than a year
“Has everything you'd want”
Pros
Shape provides the best CRM system I have used. It syncs, customizes and offers amazing reporting. You can make calls, send texts, emails and run mass marketing campaigns all within the platform. Also the dashboard reports show leads, prospects and real time numbers. It even covers everything from intake to closing and it is customizable to fit my needs.
Cons
When denying a document it lets you add a custom comment to explain why. Plus it would be nice if they had a prepopulated drop down list of reasons for denial.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Financial Services, 11-50 employees
Less than a year
“It is an all-in-one solution”
Pros
This software is not only user friendly but is also easy to navigate. It helps me stay organized and focused on selling and generating income. I love the automated follow-up system which ensures we do not miss any opportunities. Also it keeps you engaged with potential clients and as we all know, good communication is essential for securing new business. So I highly recommend Shape for any mortgage business that does not already use this CRM. I have used other CRM/POS systems and Shape is by far the best.
Cons
I would not really call this a con but configuring it to fit my exact needs takes some input from the business owner. However the rewards on the backend are significant because it is so comprehensive.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Financial Services, 51-100 employees
Less than a year
“Definitely a leader in mortgage tech”
Pros
It speeds up the loan process from start to finish. My favorite part about it is that the dashboard keeps all parties including the borrower, well informed.
Cons
Well I do not feel like anything is missing.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Financial Services, 11-50 employees
Less than a year
“easy to use and feature-rich”
Pros
I was impressed with how easy it is to manage your pipeline, thanks to all the integrations and automations. Plus everything from lead funnels to file sharing is easily accessible. One of my favorite features is the if/then functionality which is perfect for marketing campaigns.
Cons
I have not found any issues with the system so far.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Construction, 51-100 employees
Less than a year
“Service was awful and tech didn't work”
Pros
No positive feedback to share. I simply hate this company.
Cons
The e-signature mapping feature never worked as I expected.
Rating Distribution
Ease of use
4
Value for money
4
Customer Support
2
Functionality
2
Human Resources, 1-10 employees
More than a year
“Works great for managing prospects”
Pros
The contact management and pipeline tools have made prospecting much easier. We now use the system to share notes, call recordings on leads and essentially manage everything. The email and text drip campaigns have automated much of the work we used to do manually. I would highly recommend Shape.
Cons
I cant think of any cons and we are happy with the software.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Real Estate, 500+ employees
Less than a year
“Ideal platform for agents”
Pros
It is great product for keeping all your clients organized and updated throughout the entire process. Plus the marketing automation is quite easy to use. I have tried other systems and they were so confusing. This one is simple and highly effective.
Cons
I say the price since agents like to keep overhead low but honestly, it is worth every penny.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Hospital & Health Care, 500+ employees
More than a year
“Reliable option”
Pros
This is essential for our business. I could not imagine operating without the CRM. Also they provide amazing support and helpful training materials.
Cons
It was a lot to absorb but my questions were answered quickly. Plus the more you use it the easier it becomes to navigate.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Commercial Real Estate, 51-100 employees
Less than a year
“Awesome value for what you pay”
Pros
Not only is it easy to use but whenever I have any questions, they have always answered quickly.
Cons
Well I have not really found anything I do not like about this program.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Information Technology and Services, 11-50 employees
More than a year
“Got it up and running quickly”
Pros
There is so much I like about this software. But just keep it short! Integration and implementation of this product was a simple task.
Cons
Nothing comes to mind. The support team is great and the system is very stable. Overall I am very pleased with the service.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10