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Shape Software ★ 4.5 · 65 reviews
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Marketplace › Marketing › Shape Software  · Shape Software alternatives

Shape Software

Simplify contact management and automate lead scoring.

AiDOOS Verified SAAS Marketing
4.5 ★★★★☆ 65 reviews
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Category
Marketing
Deployment
Cloud (SaaS)
API Access
Yes
AiDOOS Deploy
72 hours

About Shape Software

Shape Software is a marketing and lead scoring platform that helps businesses streamline their contact management and marketing automation processes. The software provides an intuitive interface that allows users to easily organize, segment, and prioritize leads based on scoring criteria. With Shape, marketing teams can automate repetitive tasks such as email campaigns, follow-ups, and lead routing, enabling them to focus on high-value activities. The platform integrates with popular CRM and marketing tools to ensure seamless data flow and consistent engagement across channels. Shape Software is designed to enhance productivity by reducing manual effort and providing actionable insights into lead behavior. The company also leverages AiDOOS to accelerate deployment and adoption by offering personalized onboarding, training, and ongoing support, ensuring that teams can quickly realize value from the platform. Whether for small businesses or larger enterprises, Shape Software aims to improve marketing ROI by converting more leads into customers through intelligent automation and data-driven scoring.

Challenges It Solves

  • Manual lead scoring is time-consuming and inconsistent.
  • Contact data is scattered across multiple tools and spreadsheets.
  • Marketing and sales teams lack alignment on lead prioritization.
  • Repetitive marketing tasks reduce team productivity.

Use Cases

Lead Prioritization

Automatically score and rank leads so sales teams focus on the most promising prospects.

Marketing Automation

Automate email campaigns, follow-ups, and lead nurturing based on user actions.

Sales and Marketing Alignment

Align both teams around a single view of lead quality and engagement.

Contact Data Centralization

Consolidate contact information from multiple sources into one database.

Pricing

Custom pricing — built for your team

Shape Software pricing is tailored to your organisation's size, integrations, and requirements. AiDOOS generates your proposal instantly — scoped & ready in seconds.

Starter Business Enterprise
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Free trial available — No credit card required. Full access to all features.
💡 Pricing insight from reviewers: Shape Software is generally perceived as affordable but lacks transparent pricing on its website.

Key Features

Lead Scoring

Automatically prioritize leads based on behavior and demographics.

Contact Management

Centralize and organize all your contacts in one place.

Automated Workflows

Create automated sequences for emails, tasks, and lead routing.

Reporting Dashboard

Visualize lead performance and campaign effectiveness.

Integration

Seamlessly connect with CRM, email, and marketing tools.

What Reviewers Say AI-synthesized from 65 reviews

What works well

  • Intuitive and easy-to-use interface.
  • Automates repetitive marketing tasks, boosting productivity.

Common concerns

  • Limited advanced customization options for complex scoring models.
  • Reporting features could be more detailed.

Reviews

65 verified reviews
4.5
★★★★☆
out of 5 · 65 reviews
By segment
Enterprise8%
Mid-Market92%
C
Customer Service Representative
"Great CRM and Very Easy to Use"
Learning how to use Shape was simple, and it addresses many of our pain points. We haven't found anything we dislike yet, but we haven't used everything in the system. Our email marketing has become much easier now that we can integrate it with text marketing.
P
President
"Aggressive, Ready-to-Use, Best Mortgage CRM"
You can start using it immediately. Shape understands exactly what brokers need, and the loan portal integration with my LOS is fantastic. One unique feature is co-branding. I would like to learn more tips and tricks to get to know the program better. There is a CRM feature called SalesPypePro that helps find leads; I wish Shape had that, plus direct mail with closing gifts. Client Relationship: Easy to keep in touch with clients and referral partners. We are more productive and can allocate our time where it matters. Yes, we can perform better with the help of Shape.
M
Mid-Market (51-1000 emp.)
"Intuitive and the Best CRM Out There!"
Shape Software allows you to create custom workflows and automate repetitive tasks, saving time and boosting efficiency. None so far! Absolutely the best experience! One problem Shape Software solves is the challenge small businesses face with inventory management. Without an effective system, businesses may struggle to track stock levels, leading to overstocking or understocking, which causes lost sales, higher costs, and lower profitability.
L
Logistics Supervisor
"An Outstanding CRM!"
Lead capture and management: The platform includes tools to capture leads from various sources and manage them throughout the sales pipeline. So far, no issues. It hasn't let me down. Shape Software addresses the need for businesses to have an efficient point-of-sale system. With Shape's POS software, businesses can quickly process transactions, manage customer data, and track sales in real time. This helps businesses make better-informed decisions and improve overall efficiency.
S
Small-Business (50 or fewer emp.)
"Top-Notch CRM on the Market"
Shape's interface is easy to use, and the setup was fairly simple. We love being able to create and manage email and text campaigns while tracking everything. Some other CRMs we tried had the same features, but they took much longer to set up. Shape integrates everything well. Shape doesn't offer phone support, which we find very useful, but they have extensive help articles for common issues and email support. We'd prefer phone support, but we understand that financial constraints may prevent it. Shape has helped us stay in constant touch with all leads and automate a good part of our marketing. As a result, sales have steadily increased, and our clients are happy because we can respond quickly and maintain constant communication. It has helped us market to a much broader audience.
S
Small-Business (50 or fewer emp.)
"Shape CRM is the Finest CRM Solution Available!"
Shape is more than just software; it's a group of highly skilled, dedicated individuals. I have observed the evolution of the dashboard, features, and the effort they invest in building a truly robust platform. From its easy-to-navigate interface to its strong automation features, it has everything needed to simplify sales and marketing. I strongly recommend Shape CRM to any business aiming to enhance workflow and expand their customer base. I have no criticisms. There is nothing to dislike about Shape, except that like any new software, there might be a learning curve initially. It's a powerful tool with many features and capabilities, so it may take some time to master. However, the advantages—like automating tasks, streamlining workflows, and gaining valuable business insights—make it worthwhile. The biggest benefit for us is the customer journey and acquisition data. Shape's reporting and analytics are excellent, offering valuable insights into our business performance.
S
Sales Director
"Potential Exists but Took a Wrong Turn"
It's straightforward to set up for marketing and sales. It comes with preloaded data, and its features are fairly relevant. It doesn't overwhelm with overly complex options, and navigation is simple. However, the API integration is poor and this is a significant drawback. There are many limitations that make daily use somewhat challenging. The cost is also a downside. Lead scoring and marketing are areas affected.
M
Mid-Market (51-1000 emp.)
"Promising Product, But We Chose Something Else"
Shape seemed well-built and offered several advanced features such as email marketing, lead scoring, and a customer portal. We tried it for a month and decided it wasn't ideal for us. Frequently, we found ourselves knowing more about the product than the Shape sales rep. The CRM lacked customization; you're restricted to 20 custom fields, and they're tucked away in a separate tab. It was a bit slower than our previous CRM, taking an extra second or two to load. Pricing is higher than some competitors, and there are many extra costs: storage fees, API fees, etc. The API is quite limited in both functionality and rate limits (daily/hourly), which is surprising given you have to pay extra monthly to use it. We needed a CRM for handling inbound sales leads.
P
President
"The Worst CRM I've Ever Used. No Exaggeration."
If I had anything positive to say, I'd include it, but I don't. I've used CRMs throughout my entire career and tried many different products. Shape is definitely the worst CRM I've ever encountered. I've reported numerous bugs to the support team every day for the past three weeks, and they take ages to reply. If you're considering a CRM, stay away from Shape and go with close.io instead. That's what I'm switching to. It does all the same things but is nowhere near as glitchy.
V
Verified Reviewer
"Avoid This Software: Deceptive Sales and Terrible Support"
My time with this company is nearly done, and it has been a nightmare. Getting Shape Software up and running was extremely challenging. The promises made during the sales pitch were completely different from what actually delivered. The software never functioned for me, and I'm struggling to cancel my subscription because they are enforcing a very costly contract. There are superior, more affordable, and easier-to-use alternatives out there. I would never recommend this software. During sales they made many commitments, but after signing, it's nearly impossible to talk to a human. They force AI or email contact, which feels deceptive.

Reviewer Demographics

Top Industries

No data available

Company Size

No data available

Enterprise Readiness

SOC 2 Type II

Identity & Access

SSO✓ Okta, Azure AD, Google Workspace
RBAC✓ None
Audit Logs✗

Data Security

At restAES-256
In transitTLS 1.2+
Key mgmtVendor-managed

SLA & Availability

Uptime SLA99.9%
RPO—
RTO—
Pen test—

Compliance & Portability

Data residency—
Data export
Right to erasure✗

Integrations

Salesforce

Sync contacts and leads between Shape and Salesforce.

Native < 2 hours ⇄ Bi-directional ⚡ AiDOOS Pre-wired

HubSpot

Integrate with HubSpot for contact management and marketing automation.

Third_Party < 1 hour ⇄ Bi-directional ⚡ AiDOOS Pre-wired

Mailchimp

Send campaigns and sync subscriber lists from Shape.

Native < 1 hour

Google Analytics

Track marketing performance and integrate analytics data.

Third_Party < 1 hour

Governance & Compliance

EU AI Act

No data available

Data Processing Agreement

No data available

Sub-processors

No data available

Right to Erasure

No data available

Change Notifications

No data available

NIST AI RMF

No data available

AiDOOS Managed Deployment

Deploy Shape Software in 72 hours

AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.

12
Deployments
94%
Adoption rate
4.8/5
Post-deploy sat.
2-4 weeks
Time to value

Prerequisites

  • Admin access to Shape account
  • SSO configuration if required
  • API keys for integrations

Configuration Options

  • User role setup
  • Integration mapping
  • Custom fields mapping
  • Notification preferences

How Shape Software Compares

Product AI & Analytics Ease of Use Enterprise Features Pricing Integrations Mobile Experience Quick Setup Customer Support Rating Price/mo
Shape Software This product
Good Excellent Good Fair Good Good Excellent Excellent ★ 4.5 $Custom/user
HubSpot
Excellent Excellent Excellent Fair Excellent Excellent Excellent Good — $50/user
Salesforce
Excellent Good Excellent Poor Excellent Good Fair Good — $25/user
ActiveCampaign
Good Good Good Good Good Fair Excellent Good — $29/user
Virtual Delivery Center · A new delivery category

A Virtual Delivery Center for Shape Software

Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.

  • Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
  • Refundable on unused Delivery Units, anytime — no questions asked
  • Re-delivery guarantee on acceptance miss
  • Pre-flight delivery sizing — you see the plan before you commit
Get a delivery plan for Shape Software What’s a Virtual Delivery Center?

How a Virtual Delivery Center delivers Shape Software

Outcome-based delivery via AiDOOS’s VDC model.  Why VDC vs traditional consulting? →

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning
Schedule a Meeting

Frequently Asked Questions

Does Shape Software integrate with Salesforce?
Yes, Shape Software offers native integration with Salesforce for syncing contacts and leads.
How long does it take to deploy Shape Software through AiDOOS?
Typical deployment takes about 72 hours with AiDOOS, including configuration of SSO and integrations.
What kind of support does Shape Software offer?
Shape Software provides customer support via email and live chat, with a reputation for fast responses.
Can I customize workflows in Shape Software?
Yes, Shape Software allows custom workflows and automation rules to fit your business processes.
Is Shape Software suitable for enterprise use?
Yes, it offers SSO, RBAC, and SOC 2 compliance, making it enterprise-ready.

Quick Stats

★ 4.5
Rating
12
Deployments
72 hours
Live in
99.9%
Uptime SLA
Deployment Complexity
Moderate (3/5)
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Resources

Official Website

Vendor

Shape Software
Irvine, California
Verified Vendor

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