Who Uses This Software?

From solo lawyers looking for their first CRM to 100+ person criminal defense practices, Shape is customizable no matter your firm size or practice area.


Average Ratings

12 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $79.00/month/user
    See pricing details
  • Free Version
    Yes
  • Free Trial
  • 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

Shape CRM helps you manage your business on one easy to use platform. Shape's cloud-based software offers dozens of tools designed to manage and automate your online marketing and promotions via email and SMS, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional online documents, accept online payments, run custom reporting, and automate everyday admin tasks. Shape is the most flexible CRM ever!


Shape Software Features

  • Calendar Management
  • Client / Property Matching
  • Client Database
  • Commission Management
  • Contact Management
  • Contract Management
  • Email Marketing
  • Flyer / Catalog Printing
  • Lead Management
  • Listing Management
  • Property Database
  • Website Management
  • Brand Management
  • Cash Flow Analysis
  • Critical Date Alerts
  • CRM
  • Deal Management
  • For Appraisers
  • For Brokers
  • For Investors
  • For Property Managers
  • Portfolio Management
  • Strategic Planning
  • Billing & Invoicing
  • Calendar Management
  • Client Portal
  • Conflict Management
  • Contract Management
  • CRM
  • Document Management
  • Email Management
  • Legal Case Management
  • Task Management
  • Time Tracking
  • Trust Accounting
  • Amortization Schedule
  • Audit Trail
  • Compliance Management
  • Customer Database
  • Digital Signature
  • Document Management
  • Fee Management
  • Loan Consolidation
  • Loan Processing
  • Loan Submission Control
  • Mortgages
  • Online Application
  • Amortization Schedule
  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • Customer Statements
  • Document Management
  • Electronic Applications
  • Government Loans
  • Loan Origination
  • Loan Servicing
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Residential Mortgages
  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation
  • Billing & Invoicing
  • Commercial Properties
  • Contact Management
  • Credit Check
  • Expense Management
  • Insurance Management
  • Landlord Database
  • Late Fee Calculation
  • Lease Management
  • Maintenance Management
  • Owner Portal
  • Payment Processing
  • Portfolio Management
  • Rent Tracking
  • Residential Properties
  • Tax Management
  • Tenant Database
  • Tenant Portal
  • Vacancy Tracking
  • Website Management

Shape Software Reviews Recently Reviewed!


Shape Software CRM

Jan 03, 2019
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
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Pros: 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.

Cons: 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.

Overall: Shape Software is our most valuable business tool. Forget about complex and expensive CRM tools, Shape is the first software system that actually make the salesman's job easy. In addition, Shape's development team is always rolling out new and improved features on a regular basis, which makes me feel confident that they take pride in keeping up with current technology.

Amazing Software

Dec 28, 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
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Pros: 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.

Cons: 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.

Overall: A customized and centralized tool for organizing our customers and tracking our performance that can be accessed anywhere.

Capterra loader

This is the best CRM a mortgage company can use! And competitively priced too!

Jan 07, 2019
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
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Pros: I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!

Cons: 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.

Overall: Great customer service! They were very quick to help when I had questions or needed any assistance.

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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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

Amazing customer support

Dec 30, 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
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Pros: I worked with the executive to build a custom system and I love it. It's working out extremely well.

Cons: I don't have any complains.

Overall: Our executive was very detailed and got exactly what I needed.

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
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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.

Easy Software Option

Dec 28, 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
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Pros: I love how easy it is to use Share. The marketing is automated and makes life simple.

Cons: There really isn't any con about the software at this time.

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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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.

Capterra loader

Easy all in one marketing CRM

Jan 15, 2019
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
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Pros: 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.

Cons: Wish I could have gotten started sooner

Review

Jan 15, 2019
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
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Pros: Intuitive, easy to use, nice interface to use.

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

Setshape.com review

Dec 30, 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: 9.0/10 Not
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Pros: The whole thing. My CRM email marketing was easy.

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

Overall: Professional and on point

Intuitive cost effective software

Jan 21, 2019
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
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Pros: 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.

Cons: 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.