The fact that you can use it from the start. Shape know exactly what brokers need and the loan portal integration with my LOS is awesome. One feature like no other is the co-branding. Review collected by and hosted on G2.com.
I would love to get more tips and tricks to get to know the program better. There is a feature in a crm called SalesPypePro that helps us find leads and Inwish that feature would be in Shape, plus the the direct mail with closing gifts. Review collected by and hosted on G2.com.
63 out of 64 Total Reviews for Shape Software
Overall Review Sentiment for Shape Software
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If i had anything good to say I would put that here, but i don't. Review collected by and hosted on G2.com.
I've used CRM's my entire career. I've used many different products, and Shape is by far the worst CRM that I've ever used. There are many bugs that I've mentioned to support team every single day since i've been using this for the past 3 weeks. They take forever to respond. If you're going to get a CRM stay away, and go with close.io instead. Thats what im swicthing to. Does all the same things but no where near as buggy as shape's software. Review collected by and hosted on G2.com.
Shape appeared to be well designed and had several advanced features like email marketing, lead scoring, and a customer portal. We signed up for 1 month and decided it was not the right fit for us. Review collected by and hosted on G2.com.
We often found ourselves knowing more about their product than the Shape sales rep. CRM was not very customizable - you are limited to 20 custom fields and they are hidden in a separate tab. CRM was a little slower than our prior CRM, would take an extra second or two to load. Pricing is also more expensive than some of their competitors and their are several additional costs - storage costs, API costs, etc. Their API is also pretty limiting, both in the functionality it offers and the low daily/hourly rate limits which is surprising considering you have to pay an extra monthly fee to use their API. Review collected by and hosted on G2.com.
Well, it is easy to implement in marketing and sales. It has prebuilt data, and its features are more relevant. It doesn't confuse me with overly complicated features, and navigation has been easier. Easily integrated Review collected by and hosted on G2.com.
API lacks and is a main downside. It has more limitations which makes it a bit difficult for daily use. Fee is also a downside Review collected by and hosted on G2.com.
Shape is not just software, it's a team of very talented, driven professionals. I've witnessed the transformation of the dashboard, features, and the work they put into building a truly powerful platform. From its intuitive and user-friendly interface to its powerful automation features, it has everything you need to streamline your sales and marketing processes.
I would highly recommend Shape CRM to any business looking to improve their workflow and grow their customer base. Review collected by and hosted on G2.com.
I have no complaints.
There is nothing to dislike about Shape, just one thing to consider is that, like any new software, there may be a learning curve when you first start using Shape CRM. It's a powerful tool with many different features and capabilities, so it may take some time to fully get the hang of it. But we found the benefits of using Shape CRM - such as automating tasks, streamlining workflows, and getting valuable insights into business performance - make it well worth the effort. Review collected by and hosted on G2.com.
Shape's UI is intuitive, and the setup process was pretty easy. We love how you can create and manage email and text campaigns and track everything. Some other CRMs we tested had all the same features, but getting them set up seemed much more time-consuming. Shape ties them all together nicely. Review collected by and hosted on G2.com.
Shape doesn't seem to offer over-the-phone chat support, which we find very helpful, but they provide extensive support articles for common issues and email support. We would like to have the option of over-the-phone support, but we also realize this is not always possible under financial constraints. Review collected by and hosted on G2.com.
Lead capture and management: The platform includes tools for capturing leads from various sources and managing them through the sales pipeline. Review collected by and hosted on G2.com.
No issues so far. It doesn't give me any disappointment Review collected by and hosted on G2.com.
Shape Software allows you to create custom workflows and automate repetitive tasks, which can save time and increase efficiency. Review collected by and hosted on G2.com.
None so far! By far the best experience! Review collected by and hosted on G2.com.
It was easy to learn how to use Shape and it solves a lot of our pain point Review collected by and hosted on G2.com.
We haven't experienced anything we disliked yet but we haven't used everything in the system yet Review collected by and hosted on G2.com.
It keeps all my contacts in one place and makes it easy to do outreach efficiently. Review collected by and hosted on G2.com.
I don't think there is something that I don't like about Shape Software. Review collected by and hosted on G2.com.
What's most helpful is their team! They have been so beneficial in educating me, and my team on all the nuances shape provides. They are genuinely cutting-edge! Review collected by and hosted on G2.com.
I honestly cannot think of any downsides; everything is smoothly integrated Review collected by and hosted on G2.com.
