# Page 2 | Shape Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - 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

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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/)

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Last updated March 13th, 2026

# Page 2 - Reviews of Shape

## Showing most helpful reviews

Showing 26-44 of 44 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

LD

Lalaine D.  
Customer Service  
Telecommunications  
Used the software for: 1-2 years

### "Very happy with shape"

April 26, 2023

5.0

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

MH

Marwah H.  
Operations manager  
Hospital & Health Care  
Used the software for: 2+ years

### "Great system for anyone in need of CRM"

January 19, 2022

5.0

Pros

This a must in our business, I couldn’t conduct business without the CRM, they have amazing support and training material

Cons

It was a lot to take in but my questions were answered efficiently, the more you use the more you quickly learn to navigate.

Review Source

DR

Destiny R.  
Loan Officer  
Commercial Real Estate  
Used the software for: 6-12 months

### "Great Product For A Great Price "

January 16, 2022

5.0

This software has helped me build my business and keep up with all my leads in a timely efficient way.

Pros

The product is easy to use and any questions I have are answered in a timely manner.

Cons

I haven't really found anything I don't like about this program.

Review Source

JT

Jennifer T.  
LO  
Financial Services  
Used the software for: 1-2 years

### "The software that is shaping the mortgage industry"

May 19, 2022

5.0

Pros

The software expedites the loan process from start to finish. The dash board keeps all parties informed including the borrower.

Cons

There is no feature that I feel is missing

Review Source

Jedd L.  
Branch Manager  
Financial Services  
Used the software for: 6-12 months

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

January 7, 2019

5.0

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

Pros

I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!

Cons

There really wasn't any draw backs... I just wish I found them before I made my previous commitment to the CRM company I was using, I could have been saving money and had access to a superior software a lot sooner.

Review Source

SH

Sohaila H.  
Board member  
Information Technology and Services  
Used the software for: 2+ years

### "Fast implementation and robust capabilities! "

January 14, 2022

5.0

Our team loves and can now focus on managing their customers rather than administrative tasks across multiple process/portals/excel spreads.

Pros

Ease of integration and implementation!

Cons

Nothing comes to mind- great support team and high availability, very pleased with the stability!

Reason for choosing Shape

User interface, key capabilities out of box aligned to our business needs, and cost.

Review Source

RJ

Rachel J.  
Business Development Director  
Banking  
Used the software for: Less than 6 months

### "Shape Review"

January 11, 2022

5.0

Pros

The overall system seems very user friendly. Things seem to make sense where they are located and are easy to find. I love that inquiries on our website go straight into the CRM. We didn't have that with our last program.

Cons

I have had some clients have issues with the mortgage application, but I haven't figured out yet if it is a software issue or a user issue.

Alternatives considered

[Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/)

Review Source

VQ

Victoria Q.  
Loan Originator  
Financial Services  
Used the software for: 1-2 years

### "Great CRM - Great support and service!"

March 2, 2023

5.0

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

PD

Patricia D.  
project manager  
Construction  
Used the software for: 6-12 months

### "Amazing Software"

December 28, 2018

5.0

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

Pros

Shape Software has been the most valuable tool for our business in tracking prospects and customers, following up, communicating, and nurturing relationships after their project has been wrapped up. We've found that it was an easy to adopt and use because of the intuitive layout and workflows. Shape's customer service and expertise in helping us get our custom software up and running really helped us to tailor the platform to our needs.

Cons

I really don't have a lot of bad experience with Shape Software. Maybe one thing they can improve on is the ability to add fields yourself within the software. Right now, you need to call to have fields added, which has been an easy solution, but it would be nice to be able to do it myself.

Review Source

VR

Verified Reviewer  
Veterinary Technician  
Veterinary  
Used the software for: 6-12 months

### "Amazing customer support"

December 31, 2018

5.0

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

Pros

I worked with the executive to build a custom system and I love it. It’s working out extremely well.

Cons

I don’t have any complains.

Review Source

SS

Shuiab S.  
Senior Accountant  
Accounting  
Used the software for: 6-12 months

### "Great software"

January 11, 2022

5.0

Pros

Shape software is easy to use, intuitive, and just the perfect software. Highly recommended.

Cons

Shape has minimal complaints from my side as per my needs

Review Source

JK

Joseph K.  
Technician  
Construction  
Used the software for: I used a free trial

### "Helpful Beyond Belief"

November 11, 2020

5.0

Overall, I am excited to continue using Shape. I believe it will streamline communications and records.

Pros

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records. With Shape this is a breeze. Anything you can imagine needing to keep records of, Shape has. It is an all-in-one platform that keeps companies together.

Cons

I have zero complaints. The software exceeded my expectations.

Review Source

CO

Charles O.  
Portfolio Manager  
Financial Services  
Used the software for: Less than 6 months

### "Best CRM I've Come Across"

April 30, 2020

5.0

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software!

Pros

Shape Software is, without a doubt, the best CRM software I have used for my company. Thanks to its ability to manage my client projects and capture leads, I have more time to focus on the bigger picture issues at my company. They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs!

Cons

No major complaints about this software. I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

Review Source

Danny H.  
Mortgage Loan Originator/Branch Manager  
Banking  
Used the software for: Less than 6 months

### "Easy all in one marketing CRM"

January 15, 2019

5.0

Pros

Customer service did a great job setting up our system to easily keep track of all of our leads. Helps to capture a higher closing rate.

Cons

Wish I could have gotten started sooner

Review Source

JQ

Jon Q.  
Accounting  
Entertainment  
Used the software for: 6-12 months

### "Easy Software Option"

December 28, 2018

5.0

Pros

I love how easy it is to use Share. The marketing is automated and makes life simple.

Cons

There really isn’t any con about the software at this time.

Review Source

JS

Jason S.  
Sr. Loan Coordinator  
Real Estate  
Used the software for: Less than 6 months

### "New to Shape"

February 12, 2021

5.0

Pros

How helpful \[SENSITIVE CONTENT HIDDEN\] is with the integration. She provides elite client service and makes us really feel like part of the team.

Cons

The setup process is a lot for in-house.

Review Source

CJ

Christopher J.  
CSR  
Transportation/Trucking/Railroad  
Used the software for: Less than 6 months

### "A user friendly CRM with lots of features and Cutomization."

May 7, 2018

4.0

Pros

A nice cloud based CRM that is very flexible to many business models. Easy to automate tasks that are done daily. Easily accessible from your mobile phone as well.

Cons

No much that is bad to say about this software. It is packed with alot of features so figuring out the best way to use it for your business can take some time.

Review Source

KK

Karen K.  
Regional Coordinator  
Education Management  
Used the software for: Less than 6 months

### "TAMID Group Shape Software "

May 3, 2020

5.0

It's been great! I really enjoy it!!!

Pros

The design of the software is amazing! It's super intuitive and easy to understand. As a UX designer myself, their UX is really good. I like the way they organize their graphs. They make it super easy to understand trends.

Cons

I haven't experienced anything bad yet.

Review Source

TF

Tana F.  
MLO loan officer  
Financial Services  
Used the software for: Less than 6 months

### "Setshape.com review"

December 31, 2018

5.0

Professional and on point

Pros

The whole thing. My CRM email marketing was easy.

Cons

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

Review Source

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