Shape Software

Shape Software


4.5 / 5
3 reviews

Who Uses This Software?

Small or large businesses looking for a best-in-class system to manage their entire business from a single platform.


Average Ratings

3 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $79.00/month/user
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Shape Software
  • www.setshape.com
  • Founded 2007
  • United States

About Shape Software

The #1 software for companies looking for an all-in-one solution that integrates with all their favorite software. Shape's cloud-based software helps you grow and manage your company with tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers. and automate everyday tasks. Shapes features are tailor-made to solve your unique business challenges through a customized approach and a feature rich platform.


Shape Software Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Campaign Management
  • Client / Property Matching
  • Contact Management
  • Customer Segmentation
  • Dashboard
  • Email Marketing
  • Lead Management
  • Property Alerts
  • Referral Tracking

Shape Software Reviews Recently Reviewed!


We are using Setshape CRM for our company and is helps a lot mainly for recuriting services.

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: 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.

Cons: 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.

Overall: for account manager very easy to track with leads and keep up with sales pipline and report generation

An Outstanding Software I Wish Would Last Forever

Aug 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: 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.

A user friendly CRM with lots of features and Cutomization.

May 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: 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.

Cons: 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.