Shape

Best Mortgage CRM we’ve ever used

Kommentare: As an owner of ClickStart Mortgage, Myself and my team cannot speak highly enough of our experience with Shape Software. From day one, Shape has been an indispensable partner in our growth and success. Their dedication to understanding our needs and tailoring their solutions to fit our unique requirements has been nothing short of remarkable. Shape's team consistently goes above and beyond to ensure that we have the support and resources we need. Whether it's a quick question or a complex issue, their responsiveness and commitment to excellence have made a significant difference in our operations. The seamless integration and effectiveness of Shape's CRM system have been pivotal to our success. Their software is intuitive, reliable, and incredibly efficient, allowing us to manage our client and realtor relationships with ease and precision. The robust features and user-friendly interface have streamlined our processes and enhanced our productivity across the board. We are truly grateful for our partnership with Shape Software. Their contributions have been instrumental in not only driving our business forward, but more importantly, helping us provide an amazing experience for our clients. We look forward to continuing this successful relationship for many years to come. Thank you Shape Software, for being such a vital part of the ClickStart Mortgage family!

Vorteile:

**Exceptional Customer Support **Seamless Integration **User-Friendly Interface **Robust Features **Customization and Flexibility - **Reliable Performance**

Nachteile:

That we didn’t find them sooner. But in all seriousness there has not been anything that has stood out to me in regards to what we I don’t like about Shape

Excellent Product for Real Estate Agents

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.

Bad - would not hire again

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!

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

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

Amazing CRM of all

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!

Terrible customer service glitchy and eSignature is garbage

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

Absolutely the Worst Customer Support that exists in the industry

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.

Shape is the best!

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

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

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.

Easy all in one marketing CRM

Vorteile:

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.

Nachteile:

Wish I could have gotten started sooner

Good CRM for our contact management.

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.

Very happy with shape

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

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

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.

Great CRM - Great support and service!

Kommentare: I have had a great experience using shape, the customer support and customer service was always top tier.

Vorteile:

Shape was easily accessible, easy to use and allowed me to keep track of current and past business seamlessly.

Nachteile:

There was nothing that I disliked about Shape.

Extensive CRM/POS Software

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.

Robust CRM!!!

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.

Great system for prospecting and contact management

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.

Very User Friendly

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.

Unbelievably user friendly mortgage CRM/POS with every feature imaginable

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.

Great system for anyone in need of CRM

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.

Great Product For A Great Price

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

Vorteile:

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

Nachteile:

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

The software that is shaping the mortgage industry

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

Fast implementation and robust capabilities!

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!

Shape Review

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.

Shape Software CRM

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.