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42 avis

- Secteur d'activité : Services financiers
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Best Mortgage CRM we’ve ever used
Publié le 06/06/2024
As an owner of ClickStart Mortgage, Myself and my team cannot speak highly enough of our experience...
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!
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
- Secteur d'activité : Immobilier
- Taille de l'entreprise : 1 001–5 000 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Excellent Product for Real Estate Agents
Publié le 25/01/2022
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.
Pourquoi choisir Shape
Shape Software provides the main and important functionality that you need from a CRM. Shape is much better CRM than salesforce for the provided values after all the add-ons its wayyyy cheaper to use. As well as ease of use.Logiciel antérieur
Salesforce Platform- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 0.0 /10
Bad - would not hire again
Publié le 18/01/2024
Horrible. l first hired the whole package: Landing Pages, CRM, portal and communications package....
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.
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!
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 10 000+ employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Amazing tool, saved us daily hours and expenses!! Highly recommend
Publié le 13/01/2022
I have had an amazing experience with the software and team behind this all
I have had an amazing experience with the software and team behind this all
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
- Secteur d'activité : Vente au détail
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Amazing CRM of all
Publié le 10/05/2023
All of us in the company love this CRM. Very helpful and user-friendly.
All of us in the company love this CRM. Very helpful and user-friendly.
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!
- Secteur d'activité : Construction
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 0.0 /10
Terrible customer service glitchy and eSignature is garbage
Publié le 13/04/2022
went with [SENSITIVE CONTENT] and Monday and couldn't be happier and we saved money
went with [SENSITIVE CONTENT] and Monday and couldn't be happier and we saved money
Avantages
nothing This software company is terrible
Inconvénients
esignature mapping never worked properly
Pourquoi choisir Shape
Zoho was getting expensive, but it worked much betterLogiciel antérieur
Zoho CRMPourquoi passer à Shape
eSignature was something we liked and construction management capabilities- Secteur d'activité : Banque
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 0.0 /10
Absolutely the Worst Customer Support that exists in the industry
Publié le 13/10/2023
A Nightmare. Choosing Shape Software as our CRM company is the worst business decision we have ever...
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.
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.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Shape is the best!
Publié le 16/02/2023
It’s increased sales over 26%
It’s increased sales over 26%
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

- Secteur d'activité : Services financiers
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
This is the best CRM a mortgage company can use! And competitively priced too!
Publié le 07/01/2019
Great customer service! They were very quick to help when I had questions or needed any assistance.
Great customer service! They were very quick to help when I had questions or needed any assistance.
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.

- Secteur d'activité : Banque
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Easy all in one marketing CRM
Publié le 15/01/2019
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
- Secteur d'activité : Télécommunications
- Taille de l'entreprise : 1 001–5 000 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Good CRM for our contact management.
Publié le 09/05/2023
Our overall experience with shape has been fantastic and our entire team uses it.
Our overall experience with shape has been fantastic and our entire team uses it.
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.
- Secteur d'activité : Télécommunications
- Taille de l'entreprise : 10 000+ employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Very happy with shape
Publié le 26/04/2023
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
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Hands down the best CRM - and I've used many
Publié le 22/02/2023
Great experience. They seem to constantly be developing and building new features which I love.
Great experience. They seem to constantly be developing and building new features which I love.
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.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 5 001–10 000 employés
- Logiciel utilisé toutes les semaines pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great CRM - Great support and service!
Publié le 02/03/2023
I have had a great experience using shape, the customer support and customer service was always top...
I have had a great experience using shape, the customer support and customer service was always top tier.
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.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Extensive CRM/POS Software
Publié le 20/05/2022
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.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 1 001–5 000 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Robust CRM!!!
Publié le 21/05/2022
Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the...
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.
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.
- Secteur d'activité : Ressources humaines
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great system for prospecting and contact management
Publié le 07/02/2022
Great overall experience.
Great overall experience.
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.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Very User Friendly
Publié le 29/06/2022
Overall, I love the software. Enough to even sign up for my company right away. The campaigns help...
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.
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.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Unbelievably user friendly mortgage CRM/POS with every feature imaginable
Publié le 18/05/2022
Shape is an all in one CRM/POS and marketing tool that is a must for any originator. It has never...
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.
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.
- Secteur d'activité : Hôpitaux et soins de santé
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great system for anyone in need of CRM
Publié le 19/01/2022
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.
- Secteur d'activité : Immobilier commercial
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great Product For A Great Price
Publié le 16/01/2022
This software has helped me build my business and keep up with all my leads in a timely efficient...
This software has helped me build my business and keep up with all my leads in a timely efficient way.
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.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
The software that is shaping the mortgage industry
Publié le 19/05/2022
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
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Fast implementation and robust capabilities!
Publié le 14/01/2022
Our team loves and can now focus on managing their customers rather than administrative tasks...
Our team loves and can now focus on managing their customers rather than administrative tasks across multiple process/portals/excel spreads.
Avantages
Ease of integration and implementation!
Inconvénients
Nothing comes to mind- great support team and high availability, very pleased with the stability!
- Secteur d'activité : Banque
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
Shape Review
Publié le 11/01/2022
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.
- Secteur d'activité : Ressources humaines
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Shape Software CRM
Publié le 03/01/2019
Shape Software is our most valuable business tool. Forget about complex and expensive CRM tools,...
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.
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.