TrustRadius Insights
Intuitive and Easy to Use: Users have expressed that Shape Software is intuitive and easy to use, with an interface that streamlines their …
Starting at $79 per user
View PricingOverview
What is Shape Software?
Shape Software aims to help users manage their business in one easy to use software. Shape's cloud-based CRM, Sales Management, and Marketing Automation tools offer multiple features designed to manage and automate online marketing and promotions via email and SMS,…
Recent Reviews
Reviewer Pros & Cons
Paid Media Account Strategist
Directive Consulting (Marketing & Advertising, 51-200 employees)
Pricing
All inclusive cloud software, one price, no annual contracts
$79.00
Cloud
per user
Entry-level set up fee?
- $79 per userOptional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Loan Officer Guide to Using Shape Software Mortgage CRM, POS, and LOS Integration
YouTube
Product Details
- About
- Integrations
- Competitors
- Tech Details
What is Shape Software?
Shape Software aims to help users manage their business in one easy to use software. Shape's cloud-based CRM, Sales Management, and Marketing Automation tools offer multiple features designed to manage and automate online marketing and promotions via email and SMS, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional online documents, accept online payments, run custom reporting, and automate everyday admin tasks.
Shape's collaboration tools help facilitate project information sharing within and across departments and user roles keep sensitive business data private. Shape includes a centralized repository to store and manage prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.
Shape’s customizable dashboard enables users to keep track of department-specific performance analytics and explore business-relevant trends through powerful data insights. Additional features include call scripting, drip campaign automation, SMS messaging, task scheduling, reporting, etc.
Shape is available on a per user per month subscription with no annual contracts and offers customer support via phone and email. Custom account setups are also available upon request.
Shape Software Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Interaction tracking
Marketing Automation Features
- Supported: Lead management
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Platform Features
- Supported: Mobile access
Shape Software Screenshots
Shape Software Integrations
- MyCase
- Mailchimp
- Stripe Payments
- Zapier
- Google Workspace
- Clio
- Filevine
- BombBomb
- Encompass from iModules
- now Anthology
- LOS integration
- NMLS integration
- Zillow Property Lookup
- Webhooks
- Outlook
- Practice Panther
- Google Maps
Shape Software Competitors
Shape Software Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States, Canada, UK |
| Supported Languages | English |
Comparisons
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Reviews and Ratings
(2)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Recommendations
Based on user reviews, here are the three most common recommendations for Shape Software:
-
Consider giving Shape Software a try to see if it meets your needs by taking a demo of the software.
-
Make use of the support resources provided by Shape Software, such as reading support guides and watching training videos to get up to speed with the software. Users also highly appreciate the great support team available for assistance.
-
Users find Shape Software's user-friendly interface and seamless integration capabilities to be standout features. They consider it easy to use and integrate into existing systems.
Overall, users highly recommend Shape Software as an affordable and easy-to-use CRM software solution. They praise its reliability, customer service, and suitability for handling commerce, marketing, and customer service online. However, it is worth noting that some users caution against using Shape Software if you desire full control over your customer experience.
Attribute Ratings
Reviews
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
October 31, 2023
Shape Software: Simple & Straightforward
Score 7 out of 10
Vetted Review
Verified User
We use shape to aggregate paid media spend from all platforms and pace that spend to meet client budgets. We also use it to provide budget-related notifications and warnings to make sure there is plenty of visibility on the team when it comes to each client's budget.
- Platform integrations
- Pacing accuracy
- Automated notifications
- Automated budget pacing could be more sophisticated - it tends to conflict with platform best-practices in my opinion.
- Integration with LinkedIn leads would give more accurate picture of conversion volume I believe.
- More customizable alerts
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5.0
80%
8.0
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- Reliable protection against overspend
- Precise budget control
- Cross-platform visibility
Shape Software is very user-friendly and easy to set up. The controls and settings are very straightforward and the core functions (onboarding new accounts, creating new budgets, managing budgets, etc) are easily understood. The customizable alerts and budget intervals provide modularity for different situations and provide significant peace-of-mind. The automations are less impressive in that they generally conflict with ad platform automation in my opinion. Automated bidding and budgeting is hindered by third-party automations like Shape Software and the performance Shape Software features provide doesn't justify forgoing that technology in the ad platforms in my opinion.