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8.4

SpotScore

Shape Software - CRM Software

Shape Software Review: Is It The Right CRM Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

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SOC 2
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What is Shape Software?

Shape Software is a CRM for sales and marketing teams that need lead generation and nurturing workflows in a single platform. It combines email campaigns, landing pages, and lead scoring to move prospects through a pipeline, with contacts, emails, texts, and calls all logged in one place. The default lead scoring rules require manual tuning before deployment, so teams should budget setup time for that configuration.

Pricing

  • Free Trial available

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

SOC 2
  • 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 is a CRM built for sales and marketing teams that need lead generation and nurturing workflows. Its core strength is marketing automation—email campaigns, landing pages, and lead scoring work together to move prospects through your pipeline.

The interface is straightforward, and you can customize workflows without coding. Contacts, emails, texts, and calls live in one place, which reduces context-switching during outreach.

Before shortlisting, verify three things in a demo. First, test the lead scoring rules to confirm they match your qualification criteria—some users report the default settings require significant tuning.

Second, check whether the email deliverability integrates with your ESP or if you're sending through Shape's own infrastructure; this affects bounce rates and sender reputation. Third, confirm the API documentation if you plan to sync data with your accounting or support tools; some integrations require custom webhooks.

Setup can take 2–4 weeks depending on data migration complexity. If you're importing contacts from a legacy system, budget time for deduplication and field mapping.

Customer support response times vary; check recent reviews for your region before signing a contract. Pricing scales with contact volume, so clarify your growth projections upfront—overpaying for unused seats is common with CRM contracts.

Shape Software works best for teams running 5–50 person sales or marketing operations. If you need advanced forecasting, territory management, or multi-currency support, evaluate whether the feature set covers your specific workflow before committing.

Pros and cons

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.

61 verified reviews
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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

Rating Distribution

Excellent

(53)

Very Good

(4)

Good

(0)

Poor

(1)

Terrible

(3)

What users are saying

MC

Mery Cris D

05/10/23

5 out of 5

"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

5 out of 5

"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

5 out of 5

"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

5 out of 5

"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

5 out of 5

"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

5 out of 5

"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

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  • Real pricing — no sales pressure
  • A demo or quick answers, your call

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What are the features of Shape Software?

58%

Feature coverage

28 of 48 tracked features

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…

Security & Compliance

Shape Software security and data handling

Key compliance certifications and security features for IT and security teams evaluating Shape Software.

Certifications

SOC 2✓ Certified
HIPAA✗ Not certified

Security features

Single Sign-On (SSO)✓ Yes
Multi-Factor Authentication✓ Yes
Audit Logs✓ Yes

Developer & data

Data residency
🇺🇸

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Help & Contact

Shape Software Support Options

Customer Service24/7 (Live rep)Online
LocationIrvine, CA

Connect with Shape Software

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

We don't have information regarding integrations of the Shape Software as of now.

The starting price is not disclosed by Shape Software. You can visit Shape Software pricing page to get the latest pricing.

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Ready to try it?

Get started with Shape Software

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About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].