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Shape Software Reviews & Product Details - Page 6

Shape Software Product Details

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Shape Software Media

Shape Software Demo - Responsive, Cloud-Based Software
Access Shape from anywhere on any device. Shape's responsive design allows you to get your work done no matter what size screen you're using - from anywhere with a wifi connection.
Shape Software Demo - Prioritized Sales Pipelines
Send new leads to your sales pipelines, automatically segmenting your contacts to target and engage the most qualified prospects. With a repeatable and automated sales process, you can eliminate busy work and transform every salesperson into a revenue machine like never before.
Shape Software Demo - Integrated Customer Portal
With Shape's built-in point of sale, offer your customers a secure hub to upload information, share files, and get status updates on open projects.
Shape Software Demo - Built-in Calling, Texting, and Emailing
Contact your leads and contacts faster with integrated email and telephony tools. Call, text, and email seamlessly in-app with all of your prospects' information at your fingertips.
Shape Software Demo - Mobile App
Take Shape on the go with our mobile app available on the App Store and Google Play.
Play Shape Software Video
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64 Shape Software Reviews

4.6 out of 5
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64 Shape Software Reviews
4.6 out of 5
64 Shape Software Reviews
4.6 out of 5

Shape Software Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Verified User in Real Estate
AR
Small-Business (50 or fewer emp.)
"New To Shape"
What do you like best about Shape Software?

The support received from Dani Dunn. She really delivers elite service and makes us feel like part of the team :) Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

Getting all of the databases in and updated from different CRM Review collected by and hosted on G2.com.

Karen K.
KK
President
Small-Business (50 or fewer emp.)
"Regional Coordinator for International Company"
What do you like best about Shape Software?

I loved how amazing the UX is on this software. I am a UX designer and I love the interfaces they use to represent the data. It's super easy to understand. I haven't had expierences with software like this before, but they make it super easy to use and understand. They also have an amazing support team if you have any questions. You can contact them easily on their website, which is really nice. Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

I didn't use it long enogh to expiernce anything. Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
Small-Business (50 or fewer emp.)
"Easiest and most effective "all in one" platform I've ever used"
What do you like best about Shape Software?

My personal favorite thing about Shape is that it is the most effective platform I've ever used for a one-stop-shop for everything I've needed. One of my favorite features is the SMS integration. As a lot of my business is conducted via text, it makes it extremely easy for me to see all my texts right there on the software. Another one of my favorite features is the MLS sync which lets me find particular listings that match my criteria, all right there in the software! As well, being able to easily prioritize leads easily within the software is another plus. Overall, just the ability to sync and integrate practically everything you could possibly think of into one area makes this software so valuable. Not having multiple tabs or apps open on my computer or phone and being able to manage basically all components from one spot has definitely been worth the cost of the Shape. Also, I've been using google calendar for ages and basically all my business-oriented events are scheduled on there for the next several months, so being able to seamlessly integrate my google calendar into Shape is just another plus! Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

Perhaps I'd like to edit the style of the software a little bit. Having more customization in terms of the aesthetic of Shape would be nice. Review collected by and hosted on G2.com.

Verified User in Medical Practice
UM
Small-Business (50 or fewer emp.)
"Easy and affordable CRM"
What do you like best about Shape Software?

The interface is very user friendly and easy to use. I have had almost no problems using the software and whenever I have called, customer service went above and beyond to make sure all of my needs were met in a timely and patient manner. There was almost no wait time on the phone which is really important considering how busy I am during the day. The last company we worked with had us on hold for almost 30 minutes! The cost was much lower than we had anticipated it to be after looking at other places. Having all of my data centralized in one location saves us a lot of time! Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

I have not had any problems so far and I have already recommended shape to several colleagues of mine. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
Small-Business (50 or fewer emp.)
"A software that can do it all!"
What do you like best about Shape Software?

I was able to ditch my confusing excel spreadsheet, extensive email inbox labeling, and manual tracking system with one easy-to-use software. Shape Software provides the automation I need to focus more time on the digital marketing services I provide, and less time managing the administrative side of my own business. The automated features were the biggest selling points for me! Lead capture, sending follow-ups, and managing ongoing client projects within one interface has streamlined my entire process. I no longer lose track of important information or have to update the same client status in multiple locations. And, the automation has taken the tedious and time-consuming tasks off of my to-do list! Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

I am a fairly new user to Shape Software, but will definitely be continuing! As of now, there are few items I dislike. It is much easier to use than past CRM Softwares and plugins I have tried. The intuitiveness is essential for me. Sometimes it takes a while to load, but I don't have incredible internet access where I live, so that could be a factor too. Review collected by and hosted on G2.com.

Verified User in Banking
UB
Small-Business (50 or fewer emp.)
"Ease of use and quick adjustment period"
What do you like best about Shape Software?

The streamlined way Shape puts everything I need to use under one easy to use platform makes work life a lot easier for us. My favorite feature is the synchronizing of email and calendar to my computer so I never miss anything and it gets filled in automatically as it comes in. It seems that the software just knows what is the most important and prioritizes it for me to access it in a timely manner. Communication not only within the company but to clients is facilitated and we never miss a beat thanks to it. Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

Nothing negative to say about it so far, have told other people in my industry about how much our team is having using shape. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Mid-Market (51-1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Shape - Best CRM I've Used!"
What do you like best about Shape Software?

Shape is an extremely cost-efficient, effective CRM that allows full customization for all my business needs! They have excellent customer service and always help me on a moments notice. They have taken a lot of the daily administrative tasks off my hands and helped my business flourish. I highly recommend! Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

I don't really have any major complaints about the software. There are a few additional charges you can buy that I wish were included in the package but for how cost-efficient the software is, I can't complain! Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
Mid-Market (51-1000 emp.)
"Easy to use & amazing customer service"
What do you like best about Shape Software?

The intuitive layout is easy to use and lets me streamline my work. Now all of my data is in a centralized location which is amazing! Also if there is ever a time i have a question the customer supports is always easy to reach, answers my calls quickly and enables me to have a perfect user experience. Another fantastic feature I love about Shape is the fact that they have solutions for many industries and have the right people and tools to support guide you on any project in those industries. This is a software I 100% recommend and I think they have done a great job developing the platform and company. Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

I have nothing to dislike about the software. As explained before if I ever have a question, the amazing and patient customer service will deliver step by step guidance on how to solve a problem. Review collected by and hosted on G2.com.

Verified User in Design
UD
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Great software"
What do you like best about Shape Software?

Shape Software is extremely easy to use, it helped me manage online marketing and promotions. It also made it easy to interact with customers and automate daily tasks. It also links my tasks, applications, and customers. With their free trial, you can check all of their apps and see if this software fits what you are looking for which was extremely helpful for me. The pricing is not bad for what is included in the package, it is perfect if you want to keep track of your business, set up interviews, and so on. I highly recommend this product to anyone who is looking for a new software to try. Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

Don't have anything to complain about, it's easy to navigate and they are constantly finding ways to better the software. Review collected by and hosted on G2.com.

Verified User in Automotive
CA
Mid-Market (51-1000 emp.)
"Decent experience with the software for handling CRM"
What do you like best about Shape Software?

Handling various activities related to business ranging from marketing, customer relations, commerce etc Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

User interface can be better in my opinion. I find it dull Review collected by and hosted on G2.com.

Shape Software Comparisons
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Shape Software Features
Contact & Account Management
Opportunity & Pipeline Mgmt.
Task / Activity Management
Email Marketing
Campaign Management
Lead Management
Case Management
Call Center Features
Social Collaboration Features
Shape Software