# Shape Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Shape Software - reviews, pricing plans, popular comparisons to other Small Business CRM products and more. Source: https://www.capterra.com/p/173673/SetShape --- # Shape Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 44 user reviews Reviews sentiment Positive 91% Neutral 0% Negative 9% Starting price $119 Per User, Per Month Free trial available 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 4.7 (44) VS. [4.2 (1,300)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting Price $119 Per User, Per Month Starting Price $31.1 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (44) Ease Of Use 4.0 (1,288) Value For Money 4.6 (41) Value For Money 4.1 (1,164) Customer Service 4.6 (43) Customer Service 3.9 (1,153) ## Shape alternatives [4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars Highest Rated [4.7 (460)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (6,970)](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 [4.5 (4,457)](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 [View all alternatives](https://www.capterra.com/p/173673/SetShape/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Sales Pipeline Management 4.7 (12) 33.33% of 12 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Task Management 5.0 (12) 33.33% of 12 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Lead Management 4.6 (10) 20.00% of 10 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 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 Contact Management 5.0 (9) 33.33% of 9 reviewers that rated this feature as important or highly important Manage, organize, and store contact information 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 Shape 148 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Track and document all activities across devices, networks, and other systems Handle the registration and admission process for existing and new students Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Tools that help educational institutions or fundraising organizations connect with alumni Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Application programming interface that allows for integration with other systems/databases Track, manage and store the applications of potential future members, customers or candidates Schedule appointments via a calendar Creation, administration, and evaluation of assessments or tests Manage assets throughout their lifecycle to optimize profit Track the attendance of specific individuals or groups A record of all activities within the system, including user access, changes made, etc. Software's ability to perform similar action on multiple similar files simultaneously Create, manage, and send invoices or bills to customers Manage book inventory and handle transactions for stores that sell books Searchable database of information about loan borrowers Manage cafeteria operations such as menu creation, payment processing, order intake, or vendor management A tool for automating mathematical calculations Track and manage schedules and meetings via an integrated calendar Notifications/alerts for upcoming events or tasks Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Build, track, and maintain relationships with candidates Calculates a company's working capital which is the amount of money a company has available to run its business Create and manage digital catalog of products/services with their details, specifications, and price Communicate using direct chat or messages within the system Electronic storage of stakeholder contact information Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Add, view, and edit details for commercial, corporate, or hospitality properties that are available for sale or rent Tracking, calculating, and paying commissions and earnings to employees Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Track, store, and access client contracts or licenses Report customer payment history and outstanding debts to credit bureaus Notifications received when important dates and deadlines are coming up Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Map out the subjects that comprise courses of study A collection of customer information such as contact details, demographics, previous interactions, etc. Access previous interactions or concerns to maintain customer relationships Store and organize information about customers and previous interactions A website or login for customers to access information Reports that show customers their invoices, payments, and balance on the account Provide online support for your customers through live chat or help desk functionality Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Defines specific deal parameters to negotiate and secure deals Electronic signing method that validates the authenticity and integrity of a digital document Automated or logic-based workflows that assist in the creation of electronic documents Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Automate maintenance of escrow accounts on behalf of borrowers Monitor and record expenses such as purchases or charges incurred Manage the maintenance of building facilities Track collected or paid charges for services performed or access granted Manage information and/or provide updates regarding student financial aid Plan, manage, and track the financial activities of an individual or organization Used by appraisers Used by brokers Software designed for higher education organizations Used by retail investors and active traders/day traders Used by property managers Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Activities related to raising money for a specific cause Overseeing housing processes, including room occupancy, roommate preferences, and maintenance management Software designed for private/independent schools Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Captures invoice data and maintains comprehensive records for auditing and reporting purposes Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Create landing pages or online forms designed to capture new leads and prospects Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Manage all in-house operations of the school library Ability to chat online in real time Distribution and delivery of funds to approved borrowers Process of securing a loan from a bank or any other lender. Collect, organize, and prepare loan information to send to the lender for approval Process of collecting loan interest and escrow payments from a borrower. Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Access the system via a mobile application Expand services to areas outside of the home location, functioning as an extension of the home location. Manage the accounting and financial aspects of multiple locations or companies in a single location Ability to fill out and submit application forms on the web Online calendar of upcoming events/activities viewable to members and visitors Accept and process online payment transactions Online gateway through which parents and students can view material and communicate with teachers Accept, record, and reconcile financial transactions Track sent and received payments, invoices, and bills. A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk The initial step in the mortgage workflow Tool used to determine accurate pricing and product eligibility for borrowers Present a catalog of inventory that customers can view Reporting on how each user, task or process has advanced since its initiation Centralized database to track details of properties (including lease, tenant, and owner information) Calculation of consumption tax imposed on properties Create proposals based on costs of labor and materials Tools designed to streamline the process of lead generation and management for sales teams Generate quotes or estimates for customers Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Plan availability and assign specific time slots for tasks and resources Software designed for school districts Automatically calculate score after the assessment Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Share contacts with other applications like Gmail and CRM Send messages via SMS Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Software designed for special education institutions Track the status over time for a request, process, asset, or transaction At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Organize and track the physical movement of goods from one location to another SaaS, web-based, online deployment Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (44) 4.7 Based on 44 reviews ## Pricing Value for money 4.6 (41) 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 4.6 (41) 4.6 Based on 41 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 4.6 (43) 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 4.6 (43) 4.6 Based on 43 reviews ## User reviews Overall rating 4.7 Based on 44 reviews Filter by rating 5(39) 4(1) 3(0) 2(3) 1(1) Mentioned topic Sorted by most recent 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. AU 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. VQ Victoria Q. Loan Originator Financial Services ### "Great CRM - Great support and service!" 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 March 2, 2023 I have had a great experience using shape, the customer support and customer service was always top tier. Pros Shape was easily accessible, easy to use and allowed me to keep track of current and past business seamlessly. Cons There was nothing that I disliked 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. MH Michael H. Vice President Financial Services ### "Hands down the best CRM - and I've used many" 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 February 22, 2023 Great experience. They seem to constantly be developing and building new features which I love. Pros It has EVERYTHING. Built in phone, e-mail, texts there's even a calendar solution that's tied to the rest of the system AND project management (we used to have trello but we got rid of it and only use Shape now). Lead distribution, marketing automation, and contact management way superior to anything I've used before. Cons I don't have any cons to say about Shape. The system is awesome and the support and service is second to none. Anytime I have a question or request it's handled that same day - UNHEARD of with any other CRM software solution. 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)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)