8.4
Spot Score

Shape Software Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
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Overview
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Buyer feedback
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Security & Compliance
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FAQ
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What is Shape Software?
Shape is a secure, web-based Software as a Service customer relationship management (CRM) application. Shape enables prospect and customer management, sales force automation, professional services automation, marketing, knowledge management, and reporting.
Pricing
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SSO & MFA supported
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Shape Software Software Demo
Shape Software was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Shape Software
- Team types
- Freelancers / Consultants, Large Enterprises
Why teams choose Shape Software
Strong security measures ensure data protection.
Offers a wide range of CRM functionalities.
Integrates well with other business tools.
Is Shape Software right for you?
What buyers should know before shortlisting Shape Software
Shape Software has garnered widespread acclaim over the past year, and for good reason. As a CRM solution, it excels in its ability to streamline sales, marketing, and customer management processes.
The software's standout features include robust marketing automation tools, such as email campaigns, landing pages, and lead scoring, which make it particularly effective for businesses focused on lead generation and nurturing. Users frequently praise its intuitive and user-friendly interface, coupled with powerful customization and workflow automation capabilities, which save time and increase productivity.
Additionally, the platform's centralized approach—housing contacts, emails, texts, and calls in one hub—simplifies outreach and enhances organizational efficiency. The excellent customer support, consistently noted in reviews, further elevates the overall user experience.
While Shape Software is widely lauded, a few users mentioned limitations in customer service experiences or occasional challenges with setup. However, these concerns are rare and seem outweighed by the platform's broad functionality, ease of use, and effectiveness.
Shape Software remains a brilliant choice for businesses seeking an intuitive, all-in-one CRM solution.
Shape Software pros and cons
- Shape Software pros
Strong security measures ensure data protection.
Offers a wide range of CRM functionalities.
Integrates well with other business tools.
- Shape Software cons
May require initial setup time.
Customization options are limited.
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Compare Shape Software side-by-side with top CRM Software alternatives.
What is the pricing of Shape Software?
Shape Software Pricing Plans
Shape Professional
Custom
AI CRM + Lead Management
Call
Text & Email
Sales Automation
Marketing Tools
Show more +
Shape Engage
Custom
AI CRM + Lead Management
ShapeIQ AI Lead Scoring
Unlimited Calling Package
Call
Text & Email
Show more +
Shape Enterprise
Custom
AI CRM + Lead Management
ShapeIQ AI Lead Scoring
Proprietary Branching Model
Built-in Point of Sale
Unlimited Calling Package
Show more +
Shape Software reviews and ratings
What buyers like
- Secure web-based platform
- Comprehensive CRM features
- Sales force automation
Common complaints
- Steeper learning curve
- Limited customization options
- May require training
What users are saying
MC
Mery Cris D
05/10/23
"The most amazing CRM !!"
What do you like best about Shape Software? Lead capture and management: The platform includes tools for capturing leads from various sources and ...
Read more
MC
Mery Cris D
05/10/23
"The most amazing CRM !!"
What do you like best about Shape Software? Lead capture and management: The platform includes tools for capturing leads from various sources and ...
Read more
MC
Mery Cris D
05/10/23
"The most amazing CRM !!"
What do you like best about Shape Software? Lead capture and management: The platform includes tools for capturing leads from various sources and ...
Read more
MJ
Mary Joy B
05/10/23
"User-friendly and the CRM out there!"
What do you like best about Shape Software? Shape Software allows you to create custom workflows and automate repetitive tasks, which can save time ...
Read more
MJ
Mary Joy B
05/10/23
"User-friendly and the CRM out there!"
What do you like best about Shape Software? Shape Software allows you to create custom workflows and automate repetitive tasks, which can save time ...
Read more
MJ
Mary Joy B
05/10/23
"User-friendly and the CRM out there!"
What do you like best about Shape Software? Shape Software allows you to create custom workflows and automate repetitive tasks, which can save time ...
Read more
What are the features of Shape Software?
Artificial Intelligence (AI) refers to the simulation of human intelligence by machines, enabling them to perform tasks that typically requi…
Customer relationship management (CRM) is a tool that allows to keep track of all of the company's relationships and interactions with its c…
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
The act of conversing, communicating, and/or exchanging messages through the internet is known as chatting. It entails two or more persons i…
People can collaborate more easily with the help of collaboration tools. The goal of a collaboration tool is to help a group of two or more…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Drip campaigns are a series of automated emails sent in response to user actions or predefined schedules. They let you interact with groups…
Duplicate detection is a crucial feature in software that helps identify and eliminate duplicate data or records. It is an automated process…
Email automation is a powerful feature that allows businesses and individuals to streamline and optimize their email communication processes…
Email personalization of email marketing uses subscribers' personal information to create more tailored mailings. It treats each customer as…
Integrations management is a crucial feature of any software that allows for streamlined communication between different applications or sys…
The lead management process is a series of activities in which businesses engage with leads and convert them into customers. It entails gath…
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
A marketing automation app for mobile devices is a software application that allows marketers to automate and manage marketing activities. T…
Point of Sale (PoS) transactions are electronic payments made by customers for goods or services at a physical retail location. This feature…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
"The ""real-time insights"" feature provides sales teams with immediate, actionable intelligence derived from live data. This feature within…
Referral tracking entails gathering information throughout the entire referral process, from a customer registering to become a referrer to…
Reporting provides complete visibility of the project and a clear grasp of what has to be done to the on-site personnel. The reporting proce…
Order placing, order scheduling, shipping, and billing are all implemented in the ERP Sales module. This module also aids in sales forecasti…
The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all p…
Templates are pre-designed formats or layouts that are used as a starting point for creating various documents or designs. They serve as a f…
Transcription is a powerful feature that allows users to effortlessly convert audio files into text documents. This technology has revolutio…
Video management allows users to organize, control, and monitor multiple camera feeds and recorded footage from a centralized interface. It…
Shape Software security and data handling
Key compliance certifications and security features for IT and security teams evaluating Shape Software.
Certifications
Security features
Developer & data
Shape Software Support Options
Frequently Asked Questions About Shape Software
Common questions buyers ask before choosing Shape Software.
Shape Software is a CRM Software. Shape Software offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Referral Tracking and many more functionalities.
Buyers commonly note the following limitations of Shape Software: May require initial setup time.; Customization options are limited.; Support response times can vary..
Some top alternatives to Shape Software includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and CRM.io by 500apps.
Shape Software offers Free Trial, Subscription pricing models
The starting price is not disclosed by Shape Software. You can visit Shape Software pricing page to get the latest pricing.
Ready to try it?
Get started with Shape Software
Start your free trial — no credit card required.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].














