--- title: "Shape Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Shape Software - reviews, pricing plans, popular comparisons to other Small Business CRM products and more." source_url: "https://www.capterra.com/p/173673/SetShape/" page_type: "product" language: "en" --- # Shape Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Shape ## What is Shape? Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer r ## What is Shape used for? [Small Business CRM](https://www.capterra.com/small-business-crm-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Top alternative Featured Overall rating Based on 46 user reviews Reviews sentiment Positive 89% Neutral 0% Negative 11% Starting price $119 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Shape?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.setshape.com&name=Shape) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Shape 4.6 (46) VS. [4.4 (18,803)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $119 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (46) Ease Of Use 4.0 (18,138) Value For Money 4.5 (43) Value For Money 4.0 (12,824) Customer Service 4.5 (45) Customer Service 4.1 (14,056) ## Shape alternatives [4.5 (4,480)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (6,992)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (742)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (1,321)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/173673/SetShape/alternatives/) ## FAQs about Shape Overview ### Which roles and teams benefit most from Shape? Shape is most used by business owners, executives, and client-facing teams that need a single system for managing leads, customer communication, and daily operations. Sales, account management, recruiting, and service teams benefit from workflow automation, pipeline visibility, follow-up tracking, and reporting that supports faster decisions and more consistent execution. Answer based on 45 reviews Overview ### What company size and industries is Shape built for? Shape serves customers needing user-friendly intelligent automation, primarily small businesses, which make up 82% of reviewers, with Financial Services leading at 31%. It also has a presence in enterprises at 16%, especially in Banking and Information Technology and Services, each representing 7% of reviewers. Answer based on 45 reviews Features and Usability ### What are the key features of Shape? Shape offers CRM, lead management, sales pipeline management, and contact database tools for tracking customer relationships. It also includes document management, e-signature, workflow management, reporting/analytics, and access controls/permissions, plus scheduling, billing/invoicing, and third-party integrations for managing sales and service processes. Pricing ### How much does it cost and what fees or limitations are included? Shape starts at $119.0 per user per month on the Basic plan, which includes 1000+ API integrations, AI sales automation, analytics, built-in calling, and texting. A free version and a 14-day free trial are available. Some reviewers mentioned extra charges for bulk email sends and e-signatures. Answer based on 9 reviews Integrations ### Which third-party tools and platforms does Shape integrate with? Shape integrates with Google Workspace and Zapier, and its catalog also lists BombBomb, Clio, Filevine, Mailchimp, Microsoft 365, Microsoft Outlook, and Stripe. These integrations cover productivity, email, legal case management, marketing, and payments. Answer based on 7 reviews Getting Started and Support ### What training and onboarding options does Shape offer? Shape provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online training support guided setup, webinars cover product topics in a group format, and documentation gives written reference material for self-paced learning and review. Answer based on 2 reviews Getting Started and Support ### What customer support options does Shape offer? Shape provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. Users often describe the support team as easy to reach, helpful with setup, and attentive during onboarding, though some report frustration when trying to get responses to billing concerns or follow-up questions. Answer based on 7 reviews ## Features AI summary Based on 1,630 Small Business CRM reviews Capterra data shows that buyers of small business CRM rank the following features as their top priorities: - **Contact Management** (**51%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**49%**) - **Lead Management** (**45%**) Shape supports all three features that reviewers rate highest: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer details organized, track deals through each stage of the sales process, and manage new prospects more effectively, allowing teams to follow up consistently and close opportunities with better visibility. Contact Management 4.8 (11) 45.45% of 11 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Sales Pipeline Management 4.4 (13) 38.46% of 13 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Email Management 5.0 (9) 11.11% of 9 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Reporting/Analytics 5.0 (10) 40.00% of 10 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Task Management 5.0 (13) 38.46% of 13 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Lead Management 4.4 (12) 33.33% of 12 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Shape 148 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Tracking: Track and document all activities across devices, networks, and other systems - Admissions Management: Handle the registration and admission process for existing and new students - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Alumni Management: Tools that help educational institutions or fundraising organizations connect with alumni - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - API: Application programming interface that allows for integration with other systems/databases - Application Management: Track, manage and store the applications of potential future members, customers or candidates - Appointment Scheduling: Schedule appointments via a calendar - Assessment Management: Creation, administration, and evaluation of assessments or tests - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Attendance Tracking: Track the attendance of specific individuals or groups - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Bookstore Management: Manage book inventory and handle transactions for stores that sell books - Borrower Management: Searchable database of information about loan borrowers - Cafeteria Management: Manage cafeteria operations such as menu creation, payment processing, order intake, or vendor management - Calculators: A tool for automating mathematical calculations - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Center Management: Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Candidate Management: Build, track, and maintain relationships with candidates - Cash Flow Analysis: Calculates a company's working capital which is the amount of money a company has available to run its business - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Chat/Messaging: Communicate using direct chat or messages within the system - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commercial Property Management: Add, view, and edit details for commercial, corporate, or hospitality properties that are available for sale or rent - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - Critical Date Alerts: Notifications received when important dates and deadlines are coming up - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Curriculum Management: Map out the subjects that comprise courses of study - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customer Portal: A website or login for customers to access information - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Escrow Management: Automate maintenance of escrow accounts on behalf of borrowers - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Facility Management: Manage the maintenance of building facilities - Fee Management: Track collected or paid charges for services performed or access granted - Financial Aid Management: Manage information and/or provide updates regarding student financial aid - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Appraisers: Used by appraisers - For Brokers: Used by brokers - For Higher Education: Software designed for higher education organizations - For Investors & Traders: Used by retail investors and active traders/day traders - For Property Managers: Used by property managers - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Fundraising Management: Activities related to raising money for a specific cause - Housing Management: Overseeing housing processes, including room occupancy, roommate preferences, and maintenance management - Independent/Private: Software designed for private/independent schools - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Library Management: Manage all in-house operations of the school library - Live Chat: Ability to chat online in real time - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Loan Servicing: Process of collecting loan interest and escrow payments from a borrower. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Multi-Branch: Expand services to areas outside of the home location, functioning as an extension of the home location. - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Online Applications: Ability to fill out and submit application forms on the web - Online Calendar: Online calendar of upcoming events/activities viewable to members and visitors - Online Payments: Accept and process online payment transactions - Parent/Student Portal: Online gateway through which parents and students can view material and communicate with teachers - Payment Processing: Accept, record, and reconcile financial transactions - Payment Tracking: Track sent and received payments, invoices, and bills. - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Pre-Qualification: The initial step in the mortgage workflow - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Product Catalog: Present a catalog of inventory that customers can view - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Property Database: Centralized database to track details of properties (including lease, tenant, and owner information) - Property Tax Management: Calculation of consumption tax imposed on properties - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduling: Plan availability and assign specific time slots for tasks and resources - School District: Software designed for school districts - Scoring: Automatically calculate score after the assessment - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Shared Contacts: Share contacts with other applications like Gmail and CRM - SMS Messaging: Send messages via SMS - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Special Education: Software designed for special education institutions - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Transportation Management: Organize and track the physical movement of goods from one location to another - Web-based Deployment: SaaS, web-based, online deployment - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (46) 4.6 Based on 46 reviews ## Pricing Value for money 4.5 (43) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/173673/SetShape/pricing/) Basic $119.00 Per User,Per Month It includes: - 1000+ API Integrations - AI Sales Automation - Analytics + Reporting - Automated CRM - Built-in Calling - Custom Configurations - Digital Advertising - Document Storage - Marketing Sequences - Text Messaging Value for money 4.5 (43) 4.5 Based on 43 reviews ## Integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Clio](https://www.capterra.com/p/105428/Clio/)[ Filevine](https://www.capterra.com/p/140815/Filevine/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (45) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (45) 4.5 Based on 45 reviews ## User reviews Overall rating 4.6 Based on 46 reviews Filter by rating 5(40) 4(1) 3(0) 2(3) 1(2) Mentioned topic Sorted by most recent Remy G. Loan Officer Financial Services ### "Shape is the best Mortgage CRM I've used!!!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 8, 2026 My overall experience with Shape has been great! It keeps me organized, saves me time, and the AI agents have been a huge help with my daily production and staying on top of my clients. Pros What I liked most about Shape is how much easier it makes my day-to-day workflow. The AI agents and automation are probably my favorite features because they help me stay organized, keep up with follow-ups, and save a ton of time on repetitive tasks. I’m able to focus more of my time and energy on actually talking to clients and increasing my production instead of getting caught up in administrative work. Overall, Shape has been a huge help with staying productive and managing my pipeline more efficiently. Cons There honestly isn’t much I dislike about Shape. If I had to choose one thing, I would say there can be a bit of a learning curve in the beginning because there are so many different features and tools available. Once you get familiar with everything and learn how to use the features that work best for your workflow, though, it becomes extremely helpful and easy to incorporate into your day-to-day routine. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Dan W. Owner Financial Services ### "Hopefully my regret saves you money" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 July 15, 2026 We feel we were lied to and misled from the get go. We had issues with other CRM’s because we didn’t know the right questions. We explained our scenario to the chief revenue officer and the VP of sales very adamantly assured us this would not be the case with them. Unfortunately, we learned to ask the right questions in our previous CRM and I miss when we have a very expensive lesson on making sure we get the answers as part of a contract They have overcharged my credit card over a dozen times, claiming some sort of random mistake every time. My overall experience was almost enough to put us out of business. For now, scrambling again for a replacement because shape CRM will tell you whatever you wanna hear to get you to sign a contract Pros If the product worked the way, it was supposed to be a game changer for our business. If the product worked the way, the sales people promised it would it would be a game changer for our business. The only thing that worked well was the single source sign on. I legitimately cannot think of a single thing that is a pro about this company. Cons Everything that was promised in our sales pitch was a lie. The basics of CRM‘s don’t work with them. For instance… Inbound calls don’t actually come through. Notifications are constantly an issue. The phone never rings correctly. They will tell you to take 72 hours to get approved for ATP but they took us almost a month. They turn on features without permission, causing massive issues. They turn off features without letting us know so we just end up struggling. The customer service is absolutely atrocious. They have an AI system that they say it works 24 hours a day but if it gives you that information, doesn’t really matter how it works. Getting a response back from anybody at customer service takes a minimum of 24 hours and they typically ignore 2/3 of the issues Switched from [High Level Software](https://www.capterra.com/p/238251/High-Level-Software/) We thought this had the additional features we needed to make our business successful We thought we would have a better experience for our clients. Instead, we’ve just lost a ton of business because of them Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Velocify](https://www.capterra.com/p/129463/Velocify/) [Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) Reasons for choosing Shape Because they lied to us and told us they would be able to do what we needed. They can’t even get inbound calls to come through. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Alex E. Founder Environmental Services ### "A Truly All-In-One AI CRM That Delivers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 16, 2026 My experience with Shape has been excellent. The depth of features combined with how smoothly everything works together really sets it apart. Automations, communication, and lead management feel fully integrated rather than patched together. I haven’t encountered any real downsides so far, and the platform has already made a noticeable impact on productivity. Pros Shape brings an incredible amount of features together in one system, and everything works in perfect harmony. The automations, AI tools, lead management, and communication features all feel seamlessly connected. It’s rare to find a platform this powerful that’s still easy to use. Cons There hasn’t been any major downside for me. The system is stable, the features work exactly as described, and support has been responsive. The only ‘con’ I can even think of is that I didn’t adopt Shape earlier. Switching sooner would have saved me a lot of time and headaches Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Lack of features and support. Very disatisfied. Alternatives considered [Total Expert](https://www.capterra.com/p/146103/Total-Expert/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Shape Shape had the most features by far for the best value and ease of use. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KA Kat A. Sales- Sr Loan Officer Financial Services ### "Shape CRM Failed Me and Continues to Charge After Cancellation" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 19, 2025 As a seasoned mortgage professional with nearly a decade in the industry, I know the importance of choosing the right systems and vendors to support both my clients and my business operations. Unfortunately, my experience with Shape Software has been nothing short of a disaster—not just in their failure to deliver on basic onboarding and support, but in how they have mishandled my cancellation request and continue to charge me months after I formally canceled, and they acknowledged it in writing. I initially signed up for Shape with high hopes, believing the platform would offer real value to my CRM needs. Instead, I spent nearly two months requesting help to get set up, upload contacts, or receive basic onboarding. My calls and emails—many of which were directed to named individuals on their team—went unanswered. When I finally had enough and formally requested cancellation and full deletion of my data, I was met with canned responses and vague promises. Then I was told I was under an "annual contract"—a contract that was never presented to me, let alone signed. When pressed, Shape refused to provide a copy of this so-called contract. Eventually, I received an email stating they would honor my cancellation. Despite this written confirmation, they continued to charge my card in April and again in May. To date, Shape has: •Failed to provide support in the first place. •Failed to cancel my subscription as confirmed in writing. •Failed to delete my data despite multiple formal demands. •Failed to refund multiple unauthorized charges still hitting my account. This is a textbook example of how not to run a company—and a warning to any business owner or professional considering Shape as a CRM provider. Their lack of accountability, internal follow-through, and disregard for professional standards should be a serious red flag for anyone in a client-facing industry. I am now prepared to share this experience on every possible platform to ensure no other professional gets put through what I’ve experienced. To the directors of operations or executive leadership at SHAPE: your internal systems have failed, your communication is negligent at best, and your billing practices are unacceptable. Please DO BETTER. Pros It was recommended by a Coaching Platform, but what a big disappointment. They don't even deserve one star. Cons •Failed to provide onboarding or basic support. •Communication is negligent and ineffective. •Failed to cancel my account as promised. •Failed to delete my data. •Failed to refund unauthorized charges. •Continued to charge my card after cancelation. Their conduct has been unprofessional, unethical, and unacceptable. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jack H. CEO Financial Services ### "Best Mortgage CRM we’ve ever used " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 6, 2024 As an owner of ClickStart Mortgage, Myself and my team cannot speak highly enough of our experience with Shape Software. From day one, Shape has been an indispensable partner in our growth and success. Their dedication to understanding our needs and tailoring their solutions to fit our unique requirements has been nothing short of remarkable. Shape's team consistently goes above and beyond to ensure that we have the support and resources we need. Whether it's a quick question or a complex issue, their responsiveness and commitment to excellence have made a significant difference in our operations. The seamless integration and effectiveness of Shape's CRM system have been pivotal to our success. Their software is intuitive, reliable, and incredibly efficient, allowing us to manage our client and realtor relationships with ease and precision. The robust features and user-friendly interface have streamlined our processes and enhanced our productivity across the board. We are truly grateful for our partnership with Shape Software. Their contributions have been instrumental in not only driving our business forward, but more importantly, helping us provide an amazing experience for our clients. We look forward to continuing this successful relationship for many years to come. Thank you Shape Software, for being such a vital part of the ClickStart Mortgage family! Pros \*\*Exceptional Customer Support \*\*Seamless Integration \*\*User-Friendly Interface \*\*Robust Features \*\*Customization and Flexibility - \*\*Reliable Performance\*\* Cons That we didn’t find them sooner. But in all seriousness there has not been anything that has stood out to me in regards to what we I don’t like about Shape Switched from [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) [Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Owner Financial Services ### "Bad - would not hire again" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 January 18, 2024 Horrible. l first hired the whole package: Landing Pages, CRM, portal and communications package. They never provided me with the landing page, but they kept on charging me for it. Total scam. Nobody speaks to you, the AI bot is terrible, and I really hate it when people rob my money. Pros Zapier integrations, text and email message automation Cons They rip you off. My monthly service is $149.50 however, they charged me $484.00 and later refund $299.00, shorting me $36.00 every month. Then some other bogus charges, adding to a total scam of $750.00. So I try to call billing, but there is no billing phone number, just an email address. I try to call customer service, but there is no customer service phone number. The only number is for a sales line. So you send an email, and another one, and another one, and nobody responds or calls back. And this is for wrongful billing! Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) Supposedly more advanced technology, but I would go back in a second. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CH Christopher H. CEO Banking ### "Absolutely the Worst Customer Support that exists in the industry" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 October 13, 2023 A Nightmare. Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software. Caveat Emptor. Pros The product has some bells and whistles that we liked but may not be very inclusive after all. Cons Terrible Customer Support. Shape Software from C-level down to \[sensitive content hidden\] in Billing and \[sensitive content hidden\] in sales have demonstrated a complete lack of product knowledge but a very firm grasp on compliance avoidance. They have for the last 3 weeks avoided completing a third party agreement stating they will not sell leads you input into the system. If this seems odd we think so too. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MC Mery Cris D. Supply Chain Assitant Retail ### "Amazing CRM of all" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 10, 2023 All of us in the company love this CRM. Very helpful and user-friendly. Pros What really sets Shape apart from other productivity tools is its analytics and reporting capabilities. With Shape, you can easily track your progress, identify areas for improvement, and get insights into how you and your team are performing. This makes it a great choice for anyone who wants to optimize their workflow and achieve better results. Cons Nothing to improve. This is already perfect! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VG Vanessa Grace C. Trainer Telecommunications ### "Good CRM for our contact management." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 9, 2023 Our overall experience with shape has been fantastic and our entire team uses it. Pros The features that are most impactful, are the phone features and the texting. Cons There's nothing that I really don't like about shape. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LD Lalaine D. Customer Service Telecommunications ### "Very happy with shape" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 26, 2023 Pros We use it a lot for email automation and text automation and it works great Cons All the features work very well for what we use it for Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/173673/SetShape/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Salesforce Sales Cloud vs Shape](https://www.capterra.com/compare/61368-173673/Salesforce-vs-SetShape) [HubSpot CRM vs Shape](https://www.capterra.com/compare/152373-173673/HubSpot-CRM-vs-SetShape)