# Shape Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Shape the right Small Business CRM solution for you? Explore 44 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/173673/SetShape/reviews --- Shape 4.7 (44) [View alternatives](https://www.capterra.com/p/173673/SetShape/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Shape Ease of use 4.7 Customer Service 4.6 ## Pros and Cons in Reviews WR William R Loan Originator Financial Services, 11 - 50 employeesUsed the software for: 1-2 years. “I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations.“ May 18, 2022 Alex B OwnerFinancial Services, 2 - 10 employeesUsed the software for: Less than 6 months. “My monthly service is $149.50 however, they charged me $484.00 and later refund $299.00, shorting me $36.00 every month.“ January 18, 2024 GS Gabrielle S Digital Marketing ConsultantMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months. “Shape Software has all of the features for automated lead capture, sending follow-up messages, and project management within one user-friendly interface.“ May 2, 2020 GS Gabrielle S Digital Marketing ConsultantMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months. “I was able to clear up my workspace, cut down project time and costs, and focus more on providing exemplary service instead of managing my own business.“ May 2, 2020 ## Showing most helpful reviews Showing 1-25 of 44 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Co-Founder Consumer Goods Used the software for: Less than 6 months ### "Amazing customer support and easy to use " April 28, 2020 5.0 I would rate my overall experience a 10/10, A+, all of the above!! Pros The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner. The software is intuitive and easy for anyone to use. As a result, this software has helped my streamline my work and enable me to have a centralized location for my data. Cons As of this moment, I have no complaints at all. The software is so intuitive everything is easy to learn how to use and if there is a need for assistance, the customer support has always been easy to reach. Review Source MH Michael H. Vice President Financial Services Used the software for: 2+ years ### "Hands down the best CRM - and I've used many" February 22, 2023 5.0 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 CH Christopher H. CEO Banking Used the software for: Less than 6 months ### "Absolutely the Worst Customer Support that exists in the industry" October 13, 2023 2.0 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 MCD Mery Cris D. Supply Chain Assitant Retail Used the software for: 1-2 years ### "Amazing CRM of all" May 10, 2023 5.0 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 KH Kyle H. Loan Officer/Realtor Financial Services Used the software for: 1-2 years ### "Extensive CRM/POS Software " May 20, 2022 5.0 Pros This software is user-friendly and easy to follow. Shape helps to STAY organized and focused on selling and making money. I love the automated follow up system and details so we don't lose out on any possible opportunities. This system guides you to stay in front of potential clients, to which we all know proper communication is KEY to acquiring new clients. Highly recommend Shape for any Mortgage Business that doesn't use this CRN. I have used other CRM/POS software, Shape is second to none. (you will see!!!) Cons The only thing in my brief review and I wouldn't say this is a con because the reward on the backend is significant because Shape is so extensive configuring it to your exact needs requires some input on the business owner. Review Source TG Timmya G. Mortgage Underwriter Financial Services Used the software for: 1-2 years ### "Robust CRM!!!" May 21, 2022 5.0 Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the portal to your personal needs. It is a software that is easy to navigate with great organizational settings, tracking, reporting and syncing components. Pros Shape syncs, advertise, customizes, and provides the best reporting CRM system I’ve used. You can call, text, email, and send out mass marketing all in one on the platform. It is amazing to see the dashboard reports that shows leads, prospects, and live numbers. Shape is prepared from intake to closing and the platform is clear cut and customizable to my needs! Cons When declining a document Shape allows you to provide a customized comment to explain the denial. I would love to explore a prepopulated drop-list of reasons for denial. Review Source DM Dorsa M. HR Recruiting Human Resources Used the software for: 2+ years ### "Great system for prospecting and contact management" February 7, 2022 5.0 Great overall experience. Pros The contact management and pipeline tools make our prospecting a lot easier. We use the system to share notes, share call recordings on leads and pretty much manage everything now. E-mail and text drip campaigns have automated a lot of the work we used to do as well. Would highly recommend Shape. Cons No cons that I can think of, we like the software. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Too difficult to figure out Review Source AP Aaron P. CEO Accounting Used the software for: 2+ years ### "Shape is the best! " February 16, 2023 5.0 It’s increased sales over 26% Pros Lead management and pipeline tracking as well as I can calculate my cpl Cons There is literally nothing I do not like about shape Review Source VR Verified Reviewer Virtual Assistant Media Production Used the software for: Less than 6 months ### "An Outstanding Software I Wish Would Last Forever" August 6, 2018 5.0 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. Review Source VR Verified Reviewer Senior Vice President - Investor Relations Investment Management Used the software for: I used a free trial ### "Review" January 15, 2019 5.0 Pros Intuitive, easy to use, nice interface to use. Cons That it has not been available sooner. Needs more customization tools. Review Source JA Jenna A. Hiring Manager Human Resources Used the software for: 6-12 months ### "Shape Software CRM" January 3, 2019 5.0 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. 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. Review Source GS Gabrielle S. Digital Marketing Consultant Marketing and Advertising Used the software for: Less than 6 months ### "Finally found a software that has it all!" May 2, 2020 5.0 Pros I am a digital marketing consultant for small businesses and entrepreneurs. Using Shape Software has truly streamlined the entire process for me. Before, I had a complicated system of finding, tracking and managing client leads. Shape Software has all of the features for automated lead capture, sending follow-up messages, and project management within one user-friendly interface. The automation was one of the biggest selling points for me. Working and managing my consultancy alone, I love being able to offload mindless tasks and know they are being handled efficiently and that I can go and check in on them at any time. I was able to replace my crowded excel spreadsheet, email inbox labeling, and manual list with one system. I was able to clear up my workspace, cut down project time and costs, and focus more on providing exemplary service instead of managing my own business. Cons I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it. I am working on growing my team and haven't been able to test the integrated features yet, but I'm hoping adding team members is as painless as everything else has been. Review Source NJ Natasha J. Account Manager Information Technology and Services Used the software for: Less than 6 months ### "We are using Setshape CRM for our company and is helps a lot mainly for recuriting services." May 7, 2018 5.0 for account manager very easy to track with leads and keep up with sales pipline and report generation 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. Review Source EJ Emily J. Graphic Designer Design Used the software for: I used a free trial ### "Shape Software Review" May 3, 2020 5.0 Pros Fast response, easy to use website, very easy to request a demo! Shape Software makes it easy to manage clients and projects. I would definitely recommend Shape Software to a friend or colleague. Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support. Cons I don not have any complaints with Shape Software. Review Source TG Taylor G. Director of Hardware Engineering Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Intuitive cost effective software" January 22, 2019 5.0 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. Review Source Alex E. Founder Environmental Services Used the software for: 1-2 years ### "A Truly All-In-One AI CRM That Delivers" January 16, 2026 5.0 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 Alternatives considered [Total Expert](https://www.capterra.com/p/146103/Total-Expert/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Shape Shape had the most features by far for the best value and ease of use. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Lack of features and support. Very disatisfied. Review Source KA Kat A. Sales- Sr Loan Officer Financial Services Used the software for: Less than 6 months ### "Shape CRM Failed Me and Continues to Charge After Cancellation" May 19, 2025 1.0 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 Jack H. CEO Financial Services Used the software for: 2+ years ### "Best Mortgage CRM we’ve ever used " June 6, 2024 5.0 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 Review Source VR Verified Reviewer Owner Financial Services Used the software for: Less than 6 months ### "Bad - would not hire again" January 18, 2024 2.0 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 KF Kari F. Real Estate Agent Real Estate Used the software for: 1-2 years ### "Excellent Product for Real Estate Agents" January 25, 2022 5.0 Pros Great product to keep all your clients organized and updated throughout the process. Easy to use marketing automation. I have other marketing automation systems and its so confusing. This is straight forward and every effective. Cons I would say price, agents like to keep overhead low but this definitely is worth every penny. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Shape Software provides the main and important functionality that you need from a CRM. Shape is much better CRM than salesforce for the provided values after all the add-ons its wayyyy cheaper to use. As well as ease of use. Review Source VR Verified Reviewer Principal Construction Used the software for: 6-12 months ### "Terrible customer service glitchy and eSignature is garbage" April 13, 2022 2.0 went with \[SENSITIVE CONTENT\] and Monday and couldn't be happier and we saved money Pros nothing This software company is terrible Cons esignature mapping never worked properly Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Shape eSignature was something we liked and construction management capabilities Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Zoho was getting expensive, but it worked much better Review Source LZ Lisa Z. Senior Loan Processor Financial Services Used the software for: 1-2 years ### "Very User Friendly" June 29, 2022 5.0 Overall, I love the software. Enough to even sign up for my company right away. The campaigns help you to stay in touch with clients past and present and this is key to keeping clients for the long term. Pros This software makes the process look so easy. It’s a great way to stay organized from the application to funding of a loan. 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. The software seems to cover everything! Cons Nothing that I could see by using the software. Review Source MH Madina H. Account Executive Information Technology and Services Used the software for: 1-2 years ### "Amazing tool, saved us daily hours and expenses!! Highly recommend " January 13, 2022 5.0 I have had an amazing experience with the software and team behind this all Pros Ease of use, accountability, incredible customer service, and reliability Cons It was a bit out of our budget, but after using the system and experiencing the service it’s definitely worth the investment Reason for choosing Shape I’ve heard many great things and people have been happy with this service Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Looking for something more reliable and complete package Review Source WR William R. Loan Originator Financial Services Used the software for: 1-2 years ### "Unbelievably user friendly mortgage CRM/POS with every feature imaginable" May 18, 2022 5.0 Shape is an all in one CRM/POS and marketing tool that is a must for any originator. It has never been easier to manage my pipeline and referrals, and my numbers have never been higher. I highly recommend Shape to any originator, as it has literally revolutionized my career. Pros 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. One of my favorite features is the “if/then” functionality you can choose for marketing campaigns. . Cons I have yet to find any cons with this system. Review Source VGC Vanessa Grace C. Trainer Telecommunications Used the software for: 2+ years ### "Good CRM for our contact management." May 9, 2023 5.0 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 Similar Products Featured