--- description: Review of Shape Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Shape | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Commercial Loan Software](/directory/4758/commercial-loan-software/software) > [Shape](/software/49041/shapeb) # Shape Canonical: https://www.softwareadvice.com.au/software/49041/shapeb Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/49041/shapeb?page=2) > Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction. Shape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place. Shape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail. Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email. > > Verdict: Rated **4.7/5** by 44 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 44 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Shape Software - **Location**: Irvine, US - **Founded**: 2007 ## Commercial Context - **Starting Price**: USD 119.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: $119/user/month billed monthly - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Access Controls/Permissions - Accounting - Activity Tracking - Admissions Management - Alerts/Notifications - Alumni Management - Amortization Schedule - Application Management - Appointment Scheduling - Assessment Management - Asset Lifecycle Management - Attendance Tracking - Audit Trail - Batch Processing - Billing & Invoicing - Bookstore Management - Borrower Management - CRM - Cafeteria Management ## Integrations (9 total) - BombBomb - Clio - Filevine - Google Workspace - Mailchimp - Microsoft 365 - Microsoft Outlook - Stripe - Zapier ## Support Options - Email/Help Desk - Phone Support - 24/7 (Live rep) - Chat ## Category - [Commercial Loan Software](https://www.softwareadvice.com.au/directory/4758/commercial-loan-software/software) ## Related Categories - [Commercial Loan Software](https://www.softwareadvice.com.au/directory/4758/commercial-loan-software/software) - [Higher Education Software](https://www.softwareadvice.com.au/directory/4253/higher-education/software) - [CRM Software](https://www.softwareadvice.com.au/directory/4153/crm/software) - [Mortgage Software](https://www.softwareadvice.com.au/directory/4208/mortgage/software) - [Admissions Software](https://www.softwareadvice.com.au/directory/4687/admissions/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.softwareadvice.com.au/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 2. [HubSpot CRM](https://www.softwareadvice.com.au/software/1854/hubspot) — 4.5/5 (4453 reviews) 3. [Zoho CRM](https://www.softwareadvice.com.au/software/392464/zoho-crm) — 4.3/5 (6964 reviews) 4. [HubSpot Sales Hub](https://www.softwareadvice.com.au/software/21946/hubspot-sales-hub) — 4.5/5 (497 reviews) 5. [Bigin by Zoho CRM](https://www.softwareadvice.com.au/software/392397/bigin-by-zoho-crm) — 4.7/5 (725 reviews) ## Reviews ### "A Truly All-In-One AI CRM That Delivers" — 5.0/5 > **Alex** | *16 January 2026* | Environmental Services | Recommendation rating: 10.0/10 > > **Pros**: Shape brings an incredible amount of features together in one system, and everything works in perfect harmony. The automations, AI tools, lead management, and communication features all feel seamlessly connected. It’s rare to find a platform this powerful that’s still easy to use. > > **Cons**: There hasn’t been any major downside for me. The system is stable, the features work exactly as described, and support has been responsive. The only ‘con’ I can even think of is that I didn’t adopt Shape earlier. Switching sooner would have saved me a lot of time and headaches > > My experience with Shape has been excellent. The depth of features combined with how smoothly everything works together really sets it apart. Automations, communication, and lead management feel fully integrated rather than patched together. I haven’t encountered any real downsides so far, and the platform has already made a noticeable impact on productivity. ----- ### "Excellent Product for Real Estate Agents" — 5.0/5 > **Kari** | *25 January 2022* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: I would say price, agents like to keep overhead low but this definitely is worth every penny. ----- ### "Shape CRM Failed Me and Continues to Charge After Cancellation" — 1.0/5 > **Kat** | *19 May 2025* | Financial Services | Recommendation rating: 0.0/10 > > **Pros**: It was recommended by a Coaching Platform, but what a big disappointment. They don't even deserve one star. > > **Cons**: •Failed to provide onboarding or basic support. •Communication is negligent and ineffective. •Failed to cancel my account as promised. •Failed to delete my data. •Failed to refund unauthorized charges. •Continued to charge my card after cancelation. Their conduct has been unprofessional, unethical, and unacceptable. > > As a seasoned mortgage professional with nearly a decade in the industry, I know the importance of choosing the right systems and vendors to support both my clients and my business operations. Unfortunately, my experience with Shape Software has been nothing short of a disaster—not just in their failure to deliver on basic onboarding and support, but in how they have mishandled my cancellation request and continue to charge me months after I formally canceled, and they acknowledged it in writing. I initially signed up for Shape with high hopes, believing the platform would offer real value to my CRM needs. Instead, I spent nearly two months requesting help to get set up, upload contacts, or receive basic onboarding. My calls and emails—many of which were directed to named individuals on their team—went unanswered. When I finally had enough and formally requested cancellation and full deletion of my data, I was met with canned responses and vague promises. Then I was told I was under an "annual contract"—a contract that was never presented to me, let alone signed. When pressed, Shape refused to provide a copy of this so-called contract. Eventually, I received an email stating they would honor my cancellation. Despite this written confirmation, they continued to charge my card in April and again in May. To date, Shape has: •Failed to provide support in the first place. •Failed to cancel my subscription as confirmed in writing. •Failed to delete my data despite multiple formal demands. •Failed to refund multiple unauthorized charges still hitting my account. This is a textbook example of how not to run a company—and a warning to any business owner or professional considering Shape as a CRM provider. Their lack of accountability, internal follow-through, and disregard for professional standards should be a serious red flag for anyone in a client-facing industry. I am now prepared to share this experience on every possible platform to ensure no other professional gets put through what I’ve experienced. To the directors of operations or executive leadership at SHAPE: your internal systems have failed, your communication is negligent at best, and your billing practices are unacceptable. Please DO BETTER. ----- ### "Amazing tool, saved us daily hours and expenses\!\! Highly recommend" — 5.0/5 > **Madina** | *13 January 2022* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: Ease of use, accountability, incredible customer service, and reliability > > **Cons**: It was a bit out of our budget, but after using the system and experiencing the service it’s definitely worth the investment > > I have had an amazing experience with the software and team behind this all ----- ### "Best Mortgage CRM we’ve ever used" — 5.0/5 > **Jack** | *6 June 2024* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: \*\*Exceptional Customer Support \*\*Seamless Integration \*\*User-Friendly Interface \*\*Robust Features \*\*Customization and Flexibility - \*\*Reliable Performance\*\* > > **Cons**: 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 > > 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\! ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/49041/shapeb?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/49041/shapeb) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data