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Midmarket and enterprise businesses in B2B and B2C that deal with large numbers of leads. Key industries are: mortgage, insurance, for-profit education, debt, tech, call centers, business services.
Customers needing user-friendly intelligent automation. With Shape, you get access to a suite of features, integrations, and white-glove support that's designed to help you achieve more.
Ease of access and very reliable. Helps keep me really efficient while at work and helps remind me of what i need to do.
I dislike the higher price for leads, amount of different company's allowed to purchase the same lead, and the inability to return certain bad leads.
And I love that their help desk is so very helpful. They always answer and know what they're talking about.
For my business, I have not run into anything that is bad about the software since it can be customized.
I love the Lead distribution and disposition. It makes it easy to do business and be super efficient.
Make sure to understand the price for purchased leads, the amount of different company's allowed to purchase the same leads, and the inability to return certain bad leads.
It's pretty easy to use, I guess my advice is just to make sure you have a good training session to learn the system; then from there, it's great.
Dated User Interface, Hard to find sections you need to navigate quickly.
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.
Terrible customer service glitchy and eSignature is garbage.
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.
Absolutely the Worst Customer Support that exists in the industry.
Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.
Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software.
Whether it's a quick question or a complex issue, their responsiveness and commitment to excellence have made a significant difference in our operations.
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.
Prioritize real-user-identified key features according to your needs to find your best fit.
Velocify
Shape
Top FeaturesVelocify
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Shape
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