--- description: Review of Shape Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Shape | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Commercial Loan Software](/directory/4758/commercial-loan-software/software) > [Shape](/software/49041/shapeb) # Shape Canonical: https://www.softwareadvice.co.nz/software/49041/shapeb Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/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 **4.6/5** by 46 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 46 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.6/5 | 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**: US$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 - Amortisation 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.co.nz/directory/4758/commercial-loan-software/software) ## Related Categories - [Commercial Loan Software](https://www.softwareadvice.co.nz/directory/4758/commercial-loan-software/software) - [Higher Education Software](https://www.softwareadvice.co.nz/directory/4253/higher-education/software) - [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software) - [Mortgage Software](https://www.softwareadvice.co.nz/directory/4208/mortgage/software) - [Admissions Software](https://www.softwareadvice.co.nz/directory/4687/admissions/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18803 reviews) 2. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4481 reviews) 3. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6993 reviews) 4. [Kylas Sales CRM](https://www.softwareadvice.co.nz/software/216694/kylas) — 4.8/5 (620 reviews) 5. [HubSpot Sales Hub](https://www.softwareadvice.co.nz/software/21946/hubspot-sales-hub) — 4.5/5 (506 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. ----- ### "Hopefully my regret saves you money" — 1.0/5 > **Dan** | *15 July 2026* | Financial Services | Recommendation rating: 0.0/10 > > **Pros**: If the product worked the way, it was supposed to be a game changer for our business. If the product worked the way, the sales people promised it would it would be a game changer for our business. The only thing that worked well was the single source sign on. I legitimately cannot think of a single thing that is a pro about this company. > > **Cons**: Everything that was promised in our sales pitch was a lie. The basics of CRM‘s don’t work with them. For instance… Inbound calls don’t actually come through. Notifications are constantly an issue. The phone never rings correctly. They will tell you to take 72 hours to get approved for ATP but they took us almost a month. They turn on features without permission, causing massive issues. They turn off features without letting us know so we just end up struggling. The customer service is absolutely atrocious. They have an AI system that they say it works 24 hours a day but if it gives you that information, doesn’t really matter how it works. Getting a response back from anybody at customer service takes a minimum of 24 hours and they typically ignore 2/3 of the issues > > We feel we were lied to and misled from the get go. We had issues with other CRM’s because we didn’t know the right questions. We explained our scenario to the chief revenue officer and the VP of sales very adamantly assured us this would not be the case with them. Unfortunately, we learned to ask the right questions in our previous CRM and I miss when we have a very expensive lesson on making sure we get the answers as part of a contract They have overcharged my credit card over a dozen times, claiming some sort of random mistake every time. My overall experience was almost enough to put us out of business. For now, scrambling again for a replacement because shape CRM will tell you whatever you wanna hear to get you to sign a contract ----- ### "Shape is the best Mortgage CRM I've used\!\!\!\!" — 5.0/5 > **Remy** | *8 August 2026* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: What I liked most about Shape is how much easier it makes my day-to-day workflow. The AI agents and automation are probably my favorite features because they help me stay organized, keep up with follow-ups, and save a ton of time on repetitive tasks. I’m able to focus more of my time and energy on actually talking to clients and increasing my production instead of getting caught up in administrative work. Overall, Shape has been a huge help with staying productive and managing my pipeline more efficiently. > > **Cons**: There honestly isn’t much I dislike about Shape. If I had to choose one thing, I would say there can be a bit of a learning curve in the beginning because there are so many different features and tools available. Once you get familiar with everything and learn how to use the features that work best for your workflow, though, it becomes extremely helpful and easy to incorporate into your day-to-day routine. > > My overall experience with Shape has been great\! It keeps me organized, saves me time, and the AI agents have been a huge help with my daily production and staying on top of my clients. ----- ### "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 ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/49041/shapeb?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/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