Shape Software Reviews

Summary: Overall, I am happy with Shape CRM. I have had to watch a lot of webinars, training, and loom calls by emailed snapshots to update and follow along with the setup of my CRM. I am pretty savvy with IT and technicals, but that's not my strength. I am in sales and would love to spend more time in sales and less on the technical side. The hardest part was setting up the DNS settings in Squarespace from the snapshots sent to me to have my domain used with Shape. I had to go to ChatGPT to complete it.

Positive: I loved the attention to detail and the patience Chloe spent with me to create the website with Shape, and then the changes I requested to get it right was fantastic! I know I asked for a lot, but Chloe hung in there until it was complete, and I was satisfied. I am very happy with the results. Thank you, Chloe and Shape Team, for the web frontend set up!

Negative: My only Con is the ability to pick from a menu of templates on my end. My only chance to review template options was on our initial Zoom call, and I had to decide based on a few options while LIVE on the call. I saw one template I loved and was with another company. I wanted to go back to that one template but never had the opportunity to review it or any other options. I would allow paying customers, to choose what we want and advise you which option we look for from multiple templates.

Summary: I love it! I'm learning and growing and grateful for a product built for MY industry! Highly Recommend.

Positive: I'm really liking my switch to Shape. Having worked with Total Expert and Surefire in the past, I'm excited about the opportunities and prospects with Shape.

My account executive, Corey Chase, is amazing and has really helped me up my game with my clients!

Looking forward to learning and growing with Shape!

Negative: The program has A LOT of options, integrations, and bells and whistles. It can be hard to navigate alone. So I'm super appreciative for my guy Corey.

Summary: Shape Software has been a game-changer for our mortgage operations. Its robust features, like lead management and automated workflows, have streamlined our processes and significantly improved efficiency. The platform is user-friendly, and the customization options are a huge plus for tailoring it to our specific needs.

The standout feature, however, is the excellent customer support. Tristan, in particular, has gone above and beyond to ensure we’re getting the most out of the platform. His responsiveness and expertise have been invaluable, making the overall experience with Shape even better.

That said, there are a couple of drawbacks. The system occasionally lags during peak usage, which can slow things down. Additionally, while the customization options are great, the costs of adding on new features can add up quickly, so it’s something to keep in mind if you need a highly tailored setup.

Overall, Shape Software is a powerful CRM that’s backed by an outstanding support team. With a few refinements, it would truly be unbeatable!

Positive: We’ve been using Shape Software for our mortgage operations, and it has been a game-changer. The platform’s features, from lead management to automated workflows, have significantly streamlined our processes, saving us time and boosting our efficiency.

What truly sets Shape apart, though, is the incredible customer support. Tristan has been phenomenal—his expertise, responsiveness, and willingness to go above and beyond have made our experience with Shape exceptional. Whether it’s customizing features to meet our unique needs or providing quick solutions to challenges, Tristan has been a true partner every step of the way.

If you’re looking for a powerful, user-friendly CRM backed by top-notch service, I highly recommend Shape Software. Thanks to Tristan and the Shape team for an outstanding partnership!

Negative: Shape Software is a great tool, but there are a couple of areas to note. The system occasionally lags during heavy use, which can be a bit disruptive. Additionally, while the platform offers plenty of customization options, the costs of added features and upgrades can add up quickly. It’s something to keep in mind if you’re looking for a highly customized solution.

That said, the support team, especially Tristan, does an amazing job of making the overall experience smoother despite these drawbacks!

Summary: Our company has used this for more than 2 years it’s been very helpful in managing and delegating tasks.

Positive: Very helpful when it comes to communication and organizing tasks. It’s easy to communicate and leave notes for managers too.

Negative: No issues so far! The CRM is perfect for our needs. It’s very helpful and doesn’t have any disadvantages I can think of.

Summary: Very good and very helpful. It will make your daily task more easier and more convenient. It is so great!

Positive: I like the most of this CRM is because it is very user friendly and able to make our daily task more convenient.

Negative: I don't have any thing that don't like with this CRM. I highly recommend it! Super fantastic!

Summary: Overall, Shape Software is an outstanding choice for anyone who wants to boost their productivity, stay organized, and achieve their goals. Its flexibility, collaboration tools, and analytics make it a must-have for individuals and teams alike. I highly recommend it.

Positive: One of the best things about Shape is its flexibility. You can customize it to suit your specific needs and workflow, which means you don't have to adapt to the software – the software adapts to you. This makes it a great choice for individuals, teams, and organizations of all sizes.

Negative: By far none. I haven't encountered any difficulties. Shape has been really useful!

Summary: I've used MANY industry CRMs in the past and this one is by far the best. I thought I was a little too advanced for them but every question I asked and tried to stump them with their support team knew.

Positive: The system is great but their support and training is what was the cherry on top for me. Not only did I get to personalize and configure the system on my onboarding call but I've sent many questions to their team and I always get a response the same day. I've used many CRMs in the past and that's always been an achilles heal but not here.

Negative: Didn't dislike anything I'm very happy with Shape. I'm in the process of integrating with a couple other of my systems and hoping I can get that setup too.

Summary: I loved how the Shape Software platform enables a powerful and integrated service for customer relations to keep every process on track. Overall, I highly recommend Shape Software if you are searching for an automated and reliable lead-capturing and sales enabler with sales pipeline functionality then this platform is best.

Positive: There are many things I liked about this platform but the best I experienced is its automation for sales and lead capture. It helps to reduce workload and gain better sales results. Easy to call and interact with leads. Its kanban board visualization gives a detailed overview.

Negative: No wide customization is available for the sales pipeline.

Summary: 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.

Positive: 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!

Negative: None that I could see from using this software. I loved it!

Summary: 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.

Positive: Shape syncs, advertises, 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!

Negative: 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.

Summary: Overall the system is easy to use and definitely value add for any mortgage business. The system takes manual labor out of your day and automates many tasks that allow for time spent on higher value-add items for the business.

Positive: 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 the 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 CRM. I have used other CRM/POS software, Shape is second to none. (you will see!!!)

Negative: 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 the Shape is so extensive configuring to your exact needs requires some input on the business owner.

Summary: 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.

Positive: 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.

Negative: I have yet to find any cons or issues with this system.

Summary: My overall experience was great. This programme has assisted me in growing my business and keeping track of all of my contacts in a fast and effective manner.

Positive: 1. The customer service team is very knowledgeable and responsive which is one of the best part part of this software.
2. The User Interface is very beautiful and is very user friendly.
3. The Software is very affordable and one can easily consider this before other softwares.
4. We utilise the platform to exchange comments, call recordings, and almost anything else these days. A lot of the labour we used to do has been automated thanks to email and text drip programmes.

Negative: 1. The don't offer free trial which I think should be there.

Summary: Love this software! It is a “one stop shop” for me and keeps me efficient and organized. It’s been a life saver!

Positive: Intuitive.
User-friendly interface.
Amazing automation.
Keeps me super organized.
Awesome customer service.

Negative: Can’t think of any at the moment. As long as one is consistent with the software, you can get the most out of it.

Summary: Overall a great experience and great software. Dani and Stewart are AMAZING and we've been treated very well :)

Positive: Love the look and feel vs. what we used to use. It also makes my life a lot easier being able to share call recordings and notes right in the system instead of having written reports go back and forth on emails.

Negative: Zero cons as of yet. Haven't used all the features yet though.