Shape Software Reviews in January 2025: User Ratings, Pros & Cons

"Best Mortgage CRM by FAR"

What do you like best about Shape Software? Best mortgage CRM we've used by far. We're now looking to use their general CRM for other companies we own (property management, call center, and sales). They have all the major features we use, and the look and feel is in a different universe vs. other systems we've used. The LOS integration is great (we used Encompass but now looking to use Lendingpad). We also use their auto-dialer, e-mail/texts, and a lot of their other general contact ...

"Great system to manage our pipeline"

What do you like best about Shape Software? We've used Shape for a couple years now, and mainly use it to manage our prospects and for contact management. It's definitely easy to use and we do all our e-mail and text follow-ups through there. I like that we can record all our calls it makes it easy to send the recordings instead of having to describe prospects. We also use it for project and task management.

"Product is great and the service is even better"

What do you like best about Shape Software? The best thing about this software is the automation and the usability. Another plus is how easy it integrates with other softwares.

"Great Product For A Great Price"

What do you like best about Shape Software? Shape software is user friendly, efficient, and the customer service is amazing l. What do you dislike about Shape Software?

"Very helpful and guided experience."

What do you like best about Shape Software? The most helpful was the accessibility and simplicity of the program. Also the customer service provided was incredible. What do you dislike about Shape Software?

"Board Member- True Renewable Energy"

What do you like best about Shape Software? Fast implementation and easy integration, team also loves the UI -making adoption easy! Streamlined our operations a great deal- 360 view of everything we need by role!

"Amazing experience. Saved many daily hours, highly recommend!!"

What do you like best about Shape Software? The reliability, outstanding customer service and the amount of time/expense saved daily from this awesome tool. Very easy to use

"Amazing software"

What do you like best about Shape Software? The automation, customer service, easy to use software and hands on account managers. What do you dislike about Shape Software?

"Excellent Software"

What do you like best about Shape Software? shape is where simplicity meets efficiency. Their easy to use interface coupled with data driven dashboards make them a critical software for any lead generating company. The integrated dialer feature is seamless and significantly increases production.

"Highly recommended!!"

What do you like best about Shape Software? It keeps me up to date with all new developments in diet science and workout routines. What do you dislike about Shape Software?