8.4
Spot Score
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Shape Software has garnered widespread acclaim over the past year, and for good reason. As a CRM solution, it excels in its ability to streamline sales, marketing, and customer management processes. The software's standout features include robust marketing automation tools, such as email campaigns, landing pages, and lead scoring, which make it particularly ...Read more
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SK
Sam k
09/30/22
"RIP - OFF WITH HORRIBLE CUSTOMER SERVICE"
What do you like best about Shape Software? cloud based. Nothing really other then centralizing lead info and docs into one convenient portal What do you dislike about Shape Software?
ES
Elisa S
02/11/22
"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 ...
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DM
Dorsa M
02/06/22
"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.
BS
Bobby S
02/04/22
"Shape Is the easiest and most fluid CRM I've ever used."
What do you like best about Shape Software? The ease of use of the user interface, which I work out of every day, is effortless in how it's presented; however, it includes loads of functionality that I have complete control over to customize and add automation. One of the prominent features of this CRM is its marketing feature. It allows me to automatically reach out to my clients with pre-built templates that I can customize to my liking. This feature strengthens my relationship with my ...
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AU
Anonymous User
01/18/22
"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.
DR
Destiny R
01/16/22
"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?
AU
Anonymous User
01/16/22
"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?
AU
Anonymous User
01/13/22
"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
AU
Anonymous User
01/13/22
"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!
AU
Anonymous User
01/12/22
"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?
