Benefits and Insights

Why use Shape Software?

Key differentiators & advantages of Shape Software

  • Key Features/Benefits:
    • Free Trial
    • Free Demo
    • Cloud-Based CRM
    • Importing & Exporting
    • Integrated Dialer & SMS Messaging
    • Email, SMS, and Call Script Templates
    • User & Team Management
    • Customizable Notification Settings
    • Customizable Role Permissions
    • Customizable Reports
    • Customizable List Filtering
    • Marketing Campaigns & Sources
    • API Integrations
    • Lead vs Account Customized Workflows
    • Customizable Departments
    • Customizable Industry-Specific Processes
    • Pre-Set & Customizable Statuses
    • Bulk Email Campaigns (Newsletters)
    • Drip Campaigns
    • Invoicing and Payment Tracking
    • Integrated eSignature Solutions
    • Enterprise-Level Solutions
    • White Label Solutions
    • Customized Systems

  • Products/Solutions:

    • Legal
    • Real Estate
    • Mortgage
    • Insurance
    • Education
    • HVAC & Construction
    • Custom Software Systems
    • White Label CRM Solutions
User Satisfaction i

Based on 12 reviews:

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Shape Software Reviews

The following reviews for Shape Software are taken from the SelectHub ReviewFeed which collects and aggregates reviews from across a variety of online review platforms.

Industrial Machinery
50 - 99
Easy to use software that was intuitive from the get-go. A far cheaper system than standard platforms out there without any compromises on features.
As an engineer, most CRM systems seem tedious. Shape was quick and easy to setup, and it's video tutorials made it a breeze to setup yourself.
Accounting / CPA
50 - 99
Intuitive, easy to use, nice interface to use.
That it has not been available sooner. Needs more customization tools.
Banking & Financial Services
20 - 49
Customer service did a great job setting up our system to easily keep track of all of our leads. Helps to capture a higher closing rate.
Wish I could have gotten started sooner
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