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Shape

Tekpon Score
8.5

Shape Reviews

& Product Details

What is Shape?

Shape is an all-in-one business management platform that aims to simplify sales, marketing, and customer relationship management (CRM). It provides a range of tools, including email automation, integrated phone and texting features, lead scoring with ShapeIQ, and a mobile app.

The marketing suite offered by Shape assists in lead generation and conversion by offering customizable templates for emails, texts, and videos. The sales automation features help boost productivity by automating repetitive tasks, and the pipeline management tools optimize sales opportunities. The platform also includes comprehensive reporting and analytics to monitor business performance.

Shape is well-suited for businesses across various industries, including mortgage, solar, education, insurance, debt management, and small businesses. It provides comprehensive solutions to improve efficiency and drive growth.

Best For

Cloud-based CRM, sales & marketing automation software
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Shape Software, Inc.

  • Located In

    United States

  • Website

    setshape.com

Starting from:

$59 /user/month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

Shape pricing starts at $149 per user/month for the Sales & Marketing CRM, with an additional $39/month communications package. The Customer Portal is $59 per user/month, and the Lead Engine is $359 per month. There is a 20% discount for yearly plans and a free trial is available, but there is no free version.

  • Activity Dashboard
  • Document Management
  • Mobile Access
  • Reporting & Statistics

Additional Features

  • Asynchronous Learning
  • Blended Learning
  • Content Library
  • Course Authoring
  • Course Publishing
  • Interactive Content
  • Interactive Learning
  • Learning Management
  • Multi-Language
  • Progress Tracking
  • Self-paced Learning
  • Synchronous Learning
  • Google Workspace

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  • Filevine

    Legal Software

  • Clio

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  • BombBomb

    Email Marketing Software

  • Microsoft Outlook

    Email Management Software

  • Stripe

    Payment Processing Software

  • Zapier

    Data Integration Software

  • Microsoft 365

    Productivity Software

  • MailChimp

    Marketing Automation Software

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