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Über Shape

Die Nummer-1-Software für Unternehmen, die eine funktionsreiche All-in-one-Lösung suchen, die sich in APIs und in jede andere Software integrieren lässt.

Erfahre mehr über Shape

Vorteile:

Fast response, easy to use website, very easy to request a demo.

Nachteile:

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.

Bewertungen zu Shape

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,7
Kundenservice
4,7
Funktionen
4,7
Preis-Leistungs-Verhältnis
4,7

Weiterempfehlungsquote

9,0/10

Shape hat eine Gesamtbewertung von 4,8 von 5 Sternen basierend auf 41 Nutzerbewertungen auf Capterra.

Nutzerbewertungen filtern (41)

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Nutzerbewertungen filtern (41)

Kari
Real Estate Agent in USA
Immobilien, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

In Betracht gezogene Alternativen:

Excellent Product for Real Estate Agents

5,0 vor 2 Jahren

Vorteile:

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.

Nachteile:

I would say price, agents like to keep overhead low but this definitely is worth every penny.

Madina
Account Executive in USA
Informationstechnologie & -dienste, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Amazing tool, saved us daily hours and expenses!! Highly recommend

5,0 vor 2 Jahren

Kommentare: I have had an amazing experience with the software and team behind this all

Vorteile:

Ease of use, accountability, incredible customer service, and reliability

Nachteile:

It was a bit out of our budget, but after using the system and experiencing the service it’s definitely worth the investment

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Bad - would not hire again

2,0 letzten Monat Neu

Kommentare: 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.

Vorteile:

Zapier integrations, text and email message automation

Nachteile:

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!

Dorsa
HR Recruiting in USA
Personalwesen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Great system for prospecting and contact management

5,0 vor 2 Jahren

Kommentare: Great overall experience.

Vorteile:

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.

Nachteile:

No cons that I can think of, we like the software.

Michael
Vice President in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Hands down the best CRM - and I've used many

5,0 vor 12 Monaten

Kommentare: Great experience. They seem to constantly be developing and building new features which I love.

Vorteile:

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.

Nachteile:

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.

Rachel
Business Development Director in USA
Bankwesen, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

Shape Review

5,0 vor 2 Jahren

Vorteile:

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.

Nachteile:

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.

Kyle
Loan Officer/Realtor in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Extensive CRM/POS Software

5,0 vor 2 Jahren

Vorteile:

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!!!)

Nachteile:

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.

Timmya
Mortgage Underwriter in USA
Finanzdienstleistungen, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Robust CRM!!!

5,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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!

Nachteile:

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.

Mery Cris
Supply Chain Assitant in Philippinen
Einzelhandel, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Amazing CRM of all

5,0 vor 9 Monaten

Kommentare: All of us in the company love this CRM. Very helpful and user-friendly.

Vorteile:

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.

Nachteile:

Nothing to improve. This is already perfect!

Vanessa Grace
Trainer in Philippinen
Telekommunikation, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Good CRM for our contact management.

5,0 vor 10 Monaten

Kommentare: Our overall experience with shape has been fantastic and our entire team uses it.

Vorteile:

The features that are most impactful, are the phone features and the texting.

Nachteile:

There's nothing that I really don't like about shape.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Bau, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Terrible customer service glitchy and eSignature is garbage

2,0 vor 2 Jahren

Kommentare: went with [SENSITIVE CONTENT] and Monday and couldn't be happier and we saved money

Vorteile:

nothing This software company is terrible

Nachteile:

esignature mapping never worked properly

Jenna
Hiring Manager in USA
Personalwesen, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Shape Software CRM

5,0 vor 5 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Patricia
project manager in USA
Bau, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Amazing Software

5,0 vor 5 Jahren

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

Vorteile:

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.

Nachteile:

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.

Lisa
Senior Loan Processor in USA
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Very User Friendly

5,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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!

Nachteile:

Nothing that I could see by using the software.

William
Loan Originator in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Unbelievably user friendly mortgage CRM/POS with every feature imaginable

5,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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. .

Nachteile:

I have yet to find any cons with this system.

Charles
Portfolio Manager in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Best CRM I've Come Across

5,0 vor 4 Jahren

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

Vorteile:

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!

Nachteile:

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.

Sohaila
Board member in USA
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Fast implementation and robust capabilities!

5,0 vor 2 Jahren

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

Vorteile:

Ease of integration and implementation!

Nachteile:

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

Marwah
Operations manager in USA
Krankenhausversorgung & Gesundheitswesen, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Great system for anyone in need of CRM

5,0 vor 2 Jahren

Vorteile:

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

Nachteile:

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

Gabrielle
Digital Marketing Consultant in USA
Marketing & Werbung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Finally found a software that has it all!

5,0 vor 4 Jahren

Vorteile:

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.

Nachteile:

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.

Aaron
CEO in USA
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Shape is the best!

5,0 letztes Jahr

Kommentare: It’s increased sales over 26%

Vorteile:

Lead management and pipeline tracking as well as I can calculate my cpl

Nachteile:

There is literally nothing I do not like about shape

Christopher
CEO in USA
Bankwesen, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

Absolutely the Worst Customer Support that exists in the industry

2,0 vor 4 Monaten

Kommentare: 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.

Vorteile:

The product has some bells and whistles that we liked but may not be very inclusive after all.

Nachteile:

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.

Lalaine
Customer Service in Philippinen
Telekommunikation, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Very happy with shape

5,0 vor 10 Monaten

Vorteile:

We use it a lot for email automation and text automation and it works great

Nachteile:

All the features work very well for what we use it for

Jennifer
LO in USA
Finanzdienstleistungen, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

The software that is shaping the mortgage industry

5,0 vor 2 Jahren

Vorteile:

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

Nachteile:

There is no feature that I feel is missing

Jedd
Jedd
Branch Manager in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

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

5,0 vor 5 Jahren

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

Vorteile:

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

Nachteile:

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.

Natasha
Account Manager in USA
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

We are using Setshape CRM for our company and is helps a lot mainly for recuriting services.

5,0 vor 6 Jahren

Kommentare: for account manager very easy to track with leads and keep up with sales pipline and report generation

Vorteile:

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.

Nachteile:

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.