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Shape Software

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Company health

Employee growth
7% increase in the last year
Web traffic
9% increase in the last quarter

Ratings

G2
4.7/5
(64)
Glassdoor
5.0/5
(16)

Shape Software description

Shape Software is an all-in-one sales and marketing platform designed for midsize businesses. It offers tools like CRM, marketing automation, call tracking, and customer portals, all within a single interface. Shape emphasizes its AI-powered features for lead scoring and insights. It's geared towards streamlining operations and improving efficiency for sales and marketing teams. Shape also boasts a library of pre-built templates and integrations to simplify setup and daily use.


Who is Shape Software best for

Shape Software is an all-in-one sales and marketing platform designed for midsize businesses. We find that users love its centralized platform, integrating CRM, email marketing, and a customer portal. Shape emphasizes its AI-powered features for lead scoring. Keep in mind that some users report slow CRM performance and limited API functionality, so be sure to weigh these considerations for your specific needs.

  • Perfect for mid-sized businesses (101-1000 employees) seeking streamlined sales and marketing.

  • In our experience, Shape Software is a great fit for companies in finance, banking, insurance, software, IT and telecommunications.


Shape Software features

Supported

Automated Drip Campaigns: Provides pre-built drip campaigns to automate various communication and sales tasks, such as email, text, and status updates, assignments.

Supported

Bulk Messaging: Allows sending bulk messages (email and text) to large audiences with personalization and tracking capabilities.

Supported

Pre-built Template Library: Offers a library of pre-designed templates for various marketing workflows, which are customizable and data-driven.

Supported

Video Messaging: Supports creating and sending video messages to enhance engagement and build rapport with prospects.

Supported

AI Lead Scoring: AI-powered scoring of leads to prioritize high-potential prospects, using data analysis and providing real-time updates.

Supported

Duplicate Management: Manages and eliminates duplicate lead entries to maintain data quality and improve sales process efficiency.

Supported

Automated Lead Distribution: Automates the distribution of leads to appropriate sales team members based on lead characteristics and expertise.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Ease of Use

Rather negative
-0.33

Shape Software reviews

We've summarised 64 Shape Software reviews (Shape Software G2 reviews) and summarised the main points below.

Pros of Shape Software
  • Easy implementation for sales and marketing with pre-built data and relevant features.
  • User-friendly interface and easy navigation.
  • AI-powered lead scoring and marketing automation capabilities.
  • Centralized platform integrating CRM, email marketing, and customer portal.
  • Built-in templates and integrations simplify setup and daily use.
Cons of Shape Software
  • Limited API functionality and low rate limits require additional fees.
  • CRM customization limited to 20 custom fields hidden in a separate tab.
  • Slow CRM performance, with delays in loading.
  • High pricing with extra costs for storage and API access.
  • Lack of phone support, limited to email and support articles.

Shape Software pricing

The commentary is based on 6 reviews from Shape Software G2 reviews.

We find that Shape Software's pricing is a common concern. While some users find the price reasonable for the features offered, others point out additional costs for API access and storage, making it more expensive than competitors.

Users sentiment

Strongly negative
-1

See the Shape Software pricing page.


Shape Software alternatives

  • Logo of Aidium Mortgage CRM
    Aidium Mortgage CRM
    Mortgage CRM automating loan origination, pricing, and servicing.
    Read more
  • Logo of bonzo
    bonzo
    Automated client outreach for financial advisors; boosts sales conversations.
    Read more
  • Logo of Clastic
    Clastic
    Automate marketing, find leads, nurture them, and grow sales.
    Read more
  • Logo of SendPulse
    SendPulse
    Email, SMS, chatbots, CRM, and landing pages. All in one.
    Read more
  • Logo of Kyrios Systems
    Kyrios Systems
    Streamlines sales and marketing, unlimited contacts, predictable pricing.
    Read more
  • Logo of icomm
    icomm
    Streamlines marketing automation, personalizes with AI, and integrates seamlessly.
    Read more

Shape Software FAQ

  • What is Shape Software and what does Shape Software do?

    Shape Software offers a unified platform for sales and marketing teams in mid-sized businesses. We find that it excels by integrating CRM, marketing automation, and customer portals, enhanced by AI-driven lead scoring. It also includes helpful pre-built templates and various integrations.

  • How does Shape Software integrate with other tools?

    Shape Software offers integrations to streamline setup and daily use. We find that the specific integrations aren't listed in the provided data, but the emphasis on pre-built integrations suggests a focus on connectivity with other tools.

  • What the main competitors of Shape Software?

    Shape Software competes with several sales and marketing automation platforms. We find that its main competitors include Clastic, SendPulse, Kyrios Systems, and icomm, all offering similar features for streamlining sales and marketing processes. Aidium and Bonzo focus on specific niches like mortgage and financial services, respectively.

  • Is Shape Software legit?

    Shape Software appears to be a legitimate platform. They've received positive ratings on G2 and Glassdoor and show signs of growth. However, user reviews mention some limitations in CRM customization, API functionality, and pricing. We recommend researching these aspects further.

  • How much does Shape Software cost?

    I am sorry, but pricing information for Shape Software is not available at this time. We recommend checking the vendor's website directly for the latest details on pricing and available plans.

  • Is Shape Software customer service good?

    Shape Software's customer service receives mixed reviews. While some users praise the helpful and responsive support team, others express frustration with the lack of phone support and slow response times. Some users found the support team very helpful during the setup process and for general questions.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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