Shape

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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

Alternatives envisagées 

Pourquoi choisir Shape 

Logiciel antérieur 

Avantages

Zapier integrations, text and email message automation

Inconvénients

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!

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

Nothing to improve. This is already perfect!

Avantages

nothing This software company is terrible

Inconvénients

esignature mapping never worked properly

Alternatives envisagées 

Pourquoi choisir Shape 

Logiciel antérieur 

Pourquoi passer à Shape

Avantages

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

Inconvénients

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.

Avantages

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

Inconvénients

There is literally nothing I do not like about shape

Avantages

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

Inconvénients

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.

Avantages

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.

Inconvénients

Wish I could have gotten started sooner

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

There was nothing that I disliked about Shape.

Avantages

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!!!)

Inconvénients

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.

Avantages

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!

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

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!

Inconvénients

Nothing that I could see by using the software.

Avantages

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. .

Inconvénients

I have yet to find any cons with this system.

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

There is no feature that I feel is missing

Avantages

Ease of integration and implementation!

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.