Shape

Vorteile

**Exceptional Customer Support **Seamless Integration
**User-Friendly Interface
**Robust Features
**Customization and Flexibility
- **Reliable Performance**

Nachteile

That we didn’t find them sooner. But in all seriousness there has not been anything that has stood out to me in regards to what we I don’t like about Shape

Vorteile

Great product to keep all your clients organized and updated throughout the process. Easy to use marketing automation. I have other marketing automation systems and its so confusing. This is straight forward and every effective.

Nachteile

I would say price, agents like to keep overhead low but this definitely is worth every penny.

In Betracht gezogene Alternativen

Warum Shape gewählt wurde

Zuvor genutzte Software

Vorteile

Zapier integrations, text and email message automation

Nachteile

They rip you off. My monthly service is $149.50 however, they charged me $484.00 and later refund $299.00, shorting me $36.00 every month. Then some other bogus charges, adding to a total scam of $750.00. So I try to call billing, but there is no billing phone number, just an email address. I try to call customer service, but there is no customer service phone number. The only number is for a sales line. So you send an email, and another one, and another one, and nobody responds or calls back. And this is for wrongful billing!

Vorteile

Ease of use, accountability, incredible customer service, and reliability

Nachteile

It was a bit out of our budget, but after using the system and experiencing the service it’s definitely worth the investment

Vorteile

What really sets Shape apart from other productivity tools is its analytics and reporting capabilities. With Shape, you can easily track your progress, identify areas for improvement, and get insights into how you and your team are performing. This makes it a great choice for anyone who wants to optimize their workflow and achieve better results.

Nachteile

Nothing to improve. This is already perfect!

Vorteile

nothing This software company is terrible

Nachteile

esignature mapping never worked properly

In Betracht gezogene Alternativen

Warum Shape gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Shape

Vorteile

The product has some bells and whistles that we liked but may not be very inclusive after all.

Nachteile

Terrible Customer Support. Shape Software from C-level down to [sensitive content hidden] in Billing and [sensitive content hidden] in sales have demonstrated a complete lack of product knowledge but a very firm grasp on compliance avoidance. They have for the last 3 weeks avoided completing a third party agreement stating they will not sell leads you input into the system. If this seems odd we think so too.

Vorteile

Lead management and pipeline tracking as well as I can calculate my cpl

Nachteile

There is literally nothing I do not like about shape

Vorteile

I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!

Nachteile

There really wasn't any draw backs... I just wish I found them before I made my previous commitment to the CRM company I was using, I could have been saving money and had access to a superior software a lot sooner.

Vorteile

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.

Nachteile

Wish I could have gotten started sooner

Vorteile

The features that are most impactful, are the phone features and the texting.

Nachteile

There's nothing that I really don't like about shape.

Vorteile

We use it a lot for email automation and text automation and it works great

Nachteile

All the features work very well for what we use it for

Vorteile

It has EVERYTHING. Built in phone, e-mail, texts there's even a calendar solution that's tied to the rest of the system AND project management (we used to have trello but we got rid of it and only use Shape now). Lead distribution, marketing automation, and contact management way superior to anything I've used before.

Nachteile

I don't have any cons to say about Shape. The system is awesome and the support and service is second to none. Anytime I have a question or request it's handled that same day - UNHEARD of with any other CRM software solution.

Vorteile

Shape was easily accessible, easy to use and allowed me to keep track of current and past business seamlessly.

Nachteile

There was nothing that I disliked about Shape.

Vorteile

This software is user-friendly and easy to follow. Shape helps to STAY organized and focused on selling and making money. I love the automated follow up system and details so we don't lose out on any possible opportunities. This system guides you to stay in front of potential clients, to which we all know proper communication is KEY to acquiring new clients. Highly recommend Shape for any Mortgage Business that doesn't use this CRN. I have used other CRM/POS software, Shape is second to none. (you will see!!!)

Nachteile

The only thing in my brief review and I wouldn't say this is a con because the reward on the backend is significant because Shape is so extensive configuring it to your exact needs requires some input on the business owner.

Vorteile

Shape syncs, advertise, customizes, and provides the best reporting CRM system I’ve used. You can call,
text, email, and send out mass marketing all in one on the platform. It is amazing to see the dashboard
reports that shows leads, prospects, and live numbers. Shape is prepared from intake to closing and the
platform is clear cut and customizable to my needs!

Nachteile

When declining a document Shape allows you to provide a customized comment to explain the denial. I
would love to explore a prepopulated drop-list of reasons for denial.

Vorteile

The contact management and pipeline tools make our prospecting a lot easier. We use the system to share notes, share call recordings on leads and pretty much manage everything now. E-mail and text drip campaigns have automated a lot of the work we used to do as well. Would highly recommend Shape.

Nachteile

No cons that I can think of, we like the software.

Vorteile

This software makes the process look so easy. It’s a great way to stay organized from the application to funding of a loan. I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along. The software seems to cover everything!

Nachteile

Nothing that I could see by using the software.

Vorteile

I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible. One of my favorite features is the “if/then” functionality you can choose for marketing campaigns. .

Nachteile

I have yet to find any cons with this system.

Vorteile

This a must in our business, I couldn’t conduct business without the CRM, they have amazing support and training material

Nachteile

It was a lot to take in but my questions were answered efficiently, the more you use the more you quickly learn to navigate.

Vorteile

The product is easy to use and any questions I have are answered in a timely manner.

Nachteile

I haven't really found anything I don't like about this program.

Vorteile

The software expedites the loan process from start to finish. The dash board keeps all parties informed including the borrower.

Nachteile

There is no feature that I feel is missing

Vorteile

Ease of integration and implementation!

Nachteile

Nothing comes to mind- great support team and high availability, very pleased with the stability!

Vorteile

The overall system seems very user friendly. Things seem to make sense where they are located and are easy to find. I love that inquiries on our website go straight into the CRM. We didn't have that with our last program.

Nachteile

I have had some clients have issues with the mortgage application, but I haven't figured out yet if it is a software issue or a user issue.

Vorteile

Shape Software is intuitive, organized, customizable, and great for any sized company. It's been our most valuable tool in helping to streamline our processes. Your are able to test out all of the features of Shape for 14 days free with their trial to get a better feel for how it works. Shape is very reasonably priced and comes with all the CRM necessities to run most businesses.

Nachteile

Sometimes when you add or change information, you have to refresh in order to show the changes. Another function that I'd like to see added in future releases is batch de-duplication.

Vorteile

Shape Software has been the most valuable tool for our business in tracking prospects and customers, following up, communicating, and nurturing relationships after their project has been wrapped up. We've found that it was an easy to adopt and use because of the intuitive layout and workflows. Shape's customer service and expertise in helping us get our custom software up and running really helped us to tailor the platform to our needs.

Nachteile

I really don't have a lot of bad experience with Shape Software. Maybe one thing they can improve on is the ability to add fields yourself within the software. Right now, you need to call to have fields added, which has been an easy solution, but it would be nice to be able to do it myself.

Vorteile

I worked with the executive to build a custom system and I love it. It’s working out extremely well.

Nachteile

I don’t have any complains.

Vorteile

Shape software is easy to use, intuitive, and just the perfect software. Highly recommended.

Nachteile

Shape has minimal complaints from my side as per my needs

Vorteile

I am a digital marketing consultant for small businesses and entrepreneurs. Using Shape Software has truly streamlined the entire process for me. Before, I had a complicated system of finding, tracking and managing client leads. Shape Software has all of the features for automated lead capture, sending follow-up messages, and project management within one user-friendly interface. The automation was one of the biggest selling points for me. Working and managing my consultancy alone, I love being able to offload mindless tasks and know they are being handled efficiently and that I can go and check in on them at any time.

I was able to replace my crowded excel spreadsheet, email inbox labeling, and manual list with one system. I was able to clear up my workspace, cut down project time and costs, and focus more on providing exemplary service instead of managing my own business.

Nachteile

I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it. I am working on growing my team and haven't been able to test the integrated features yet, but I'm hoping adding team members is as painless as everything else has been.

Vorteile

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records. With Shape this is a breeze. Anything you can imagine needing to keep records of, Shape has. It is an all-in-one platform that keeps companies together.

Nachteile

I have zero complaints. The software exceeded my expectations.

Vorteile

Shape Software is, without a doubt, the best CRM software I have used for my company. Thanks to its ability to manage my client projects and capture leads, I have more time to focus on the bigger picture issues at my company. They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs!

Nachteile

No major complaints about this software. I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

Vorteile

The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner. The software is intuitive and easy for anyone to use. As a result, this software has helped my streamline my work and enable me to have a centralized location for my data.

Nachteile

As of this moment, I have no complaints at all. The software is so intuitive everything is easy to learn how to use and if there is a need for assistance, the customer support has always been easy to reach.

Vorteile

The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier. My favorite feature is the click to call feature as it saves me a ton of time when I need to make calls.

Nachteile

The layout is different from the previous systems I've used but after going through it all I actually prefer this layout vs. the others. No major cons that I can think of yet, just started using it - just wish I found it sooner.

Vorteile

Setshape's many features are very user friendly, one I liked/used a lot is the simplified email marketing that connects to outlook or gmail and lead priotization reports that helps to focus on the possible oppurtunites to make better decisions, Online intake form builder that really helpful that links to our software and the details are exported to our database.

Nachteile

Since we been using bulk email marketing, the additional charge/email sent and esignature seems to be extra unnecessary spending. For the pricing they charge as monthly fee these features can easily included without additional charge.

Vorteile

I love how easy it is to use Share. The marketing is automated and makes life simple.

Nachteile

There really isn’t any con about the software at this time.

Vorteile

How helpful [SENSITIVE CONTENT HIDDEN] is with the integration. She provides elite client service and makes us really feel like part of the team.

Nachteile

The setup process is a lot for in-house.

Vorteile

Intuitive, easy to use, nice interface to use.

Nachteile

That it has not been available sooner. Needs more customization tools.

Vorteile

A nice cloud based CRM that is very flexible to many business models. Easy to automate tasks that are done daily. Easily accessible from your mobile phone as well.

Nachteile

No much that is bad to say about this software. It is packed with alot of features so figuring out the best way to use it for your business can take some time.

Vorteile

Fast response, easy to use website, very easy to request a demo! Shape Software makes it easy to manage clients and projects. I would definitely recommend Shape Software to a friend or colleague. Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support.

Nachteile

I don not have any complaints with Shape Software.

Vorteile

The design of the software is amazing! It's super intuitive and easy to understand. As a UX designer myself, their UX is really good. I like the way they organize their graphs. They make it super easy to understand trends.

Nachteile

I haven't experienced anything bad yet.

Vorteile

The whole thing. My CRM email marketing was easy.

Nachteile

nothing really, I liked it more than the company's CRM

Vorteile

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.

Nachteile

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.