Shape Review – Automate your business

In this Shape review, you'll find more information about its features, pricing, pros and cons and why you should consider using it.
9.1/10 (Expert Score)
Product is rated as #10 in category Customer Relationship Management
9.1Expert Score
The best pre-built marketing suite

Shape is automated sales and marketing software with configurable pre-built components. The user-friendly interface empowers your staff and integrates all parts of your organization into a single AI platform.

Customer support
Value for money
Ease of use
  • 500+ easy-to-use features
  • Ideal integrated dashboard
  • Branded client portal
  • Multiple productivity tools
  • Perfect for text marketing
  • No annual subscription
  • No free plan

Are you looking for a CRM tool that is easy to use and can assist you in managing your business more effectively? If so, Shape may be the ideal solution for you. Shape is a cloud-based CRM that makes it easy to manage your customer data, sales pipeline, and marketing efforts.

It offers a number of outstanding features that are not commonly found in other CRM tools. Its integrations make connecting Shape with the rest of your business software easy. This review article will closely examine Shape and its features to see if it’s the right CRM for your business.

Click on “open” if you want to see exactly what we will talk about in the rest of this article.

Quick Overview

What is Shape?

Shape is a cloud-based customer relationship management (CRM) platform that supports companies of all sizes better manage their customer interactions. Numerous functions are available, including lead tracking, opportunity management, quote management, and contact management.

Your sales pipeline can be readily tracked using Shape, and you can also see where each lead is in the purchase cycle. This improves the comprehension of your sales funnel and aids in your ability to close more offers.

In addition, Shape offers robust marketing features that help you reach your target audience and promote your products or services. You may quickly design and send newsletters, promotions, and other promotional items with its integrated email marketing tool.

Plus, Shape integrates with 5000+ popular business applications, making connecting with the rest of your software easy. Overall, Shape is a complete CRM solution that provides all the tools you require to manage your client connections efficiently.

Shape specifications

FeaturesAll-in-one Marketing / Contact management / Email marketing / Marketing automation / Project Management / SMS Marketing / Task manager
Best suited forFreelancers, Small businesses, Mid size businesses
Website languagesEnglish
Website URLVisit official website
Support linkSupport page
Live chatYes
Company address9070 Irvine Center Drive, Suite 140, Irvine, California 92618, US
Year foundedN/A


Shape pricing: How much does Shape cost?

Shape offers a full-featured, unlimited version of its software for $99 per month. This includes 500+ easy-to-use features and is billed per user license. For workflow management, document collaboration, and other business needs, Shape has you covered. Because they want to provide everything you need in one system at one affordable monthly price. Start a free 15-minute demo today to learn how Shape can benefit your company.

Pricing range$99 per month
Pricing typesMonthly subscription
Free planNo
Free trialNo
Money back guaranteeNo
Pricing page linkSee plans

Shape pricing plans


($99 per month)

  • Automated CRM
  • Built-in Calling
  • Text Messaging
  • AI Sales Automation
  • Marketing Suite
  • Document Storage
  • Custom Configurations
  • Digital Advertising
  • Analytics + Reporting
  • 1,000+ API Integrations
  • Pricing Types: Month to month
  • Free Plan: No


Shape features: What can you do with it?

Integrated Cloud-Based Calling

For any business, time is money. With Shape, you can save over 20 hours a month by automating repetitive tasks and workflows. Thanks to its incredibly simple built-in dialer, you may call prospects more quickly using click-to-call, QuickFire Connect, and sequential power dialing. Since everything is kept in one location, you don’t need to install any extra software.

The Shape also offers interactive voice response (IVR) and routing features so you can custom inbound call flows, forward calls to the right team member, and more. You can also make local or toll-free phone calls with this easy-to-use interface. Shape offers an all-in-one solution that will save you time and assist you close deals faster.

Compatible With Thousands Of Popular Apps

Everyone knows that Zapier is the most popular way to connect apps and automate workflows.

But did you know that Shape has native integration with Zapier?

That means you can connect Shape to all the software you rely on upon without needing coding skills. You can also use webhooks to connect Shape to any other app like Google Sheets, Salesforce, Gmail, and more. The automotive tasks you can do with Zapier and Shape are endless and can be customized to fit your unique needs.

For getting leads on social media sites like Instagram or Twitter, you can use Zapier’s “Webhooks” to create a shape that automatically captures the user’s contact information. In reality, with 5000+ apps available to connect with Zapier, the possibilities are endless with Shape.

Real-Time Bi-Directional Texting

The customer’s comfort of knowing they are speaking to a human and not a chatbot is crucial. But with Shape, you can easily send and receive real-time text messages. This powerful CRM tool has built-in text messaging capabilities, so you can easily manage your customer relationships. With the Shape bulk texting tool, you can automate your texting campaigns, send personalized mass texts, and track your results–all in one place.

You can also use shape pre-built templates to save time and create sophisticated text message campaigns with the click of a button. Not only that but this personalized bulk text messaging feature allows you to send mass texts tailored to your customer’s needs.

With Shape, you can easily customize your SMS and MMS messages to include images, videos, and GIFs. By doing so, you may differentiate yourself from the competition and improve the relevance and personalization of your texts for your clients.

Email Automation

Shape CRM is one of the best email automation platforms that help sales and marketing teams close more deals and drive more revenue. Using best practices, drip campaigns, and trigger-based emails, Shape automatically enables you to follow up with leads throughout the sales process.

With a few clicks, this bulk emailing tool may easily send emails to thousands of recipients. And let’s say you want to establish a more personal connection with potential customers. In that case, you can use the shape video messaging feature that allows you to record and send personalized video messages.

This is a smart approach to connect with them more personally and build stronger relationships. From its email template library to its campaign creation capabilities, Shape CRM is an all-in-one platform that can assist you in enduring your business to the next level.

Smart Algorithm

Shape Software CRM offers a unique feature that not many other CRMs have: the “ShapeIQ.” With this smart algorithm feature, you can save time and energy by having the system automatically grade your leads for you.

This is done by analyzing historical data as well as your organization’s information. It combines the power of business intelligence to make more accurate decisions regarding lead contact. Three pillars that make up the ShapeIQ are qualifying information, positive interactions, and feedback.

The software can become even more accurate over time with these three things. Since ShapeIQ does a lot of the work for you, it leaves you with more time to do things like systematic prospecting. This allows you to focus more of your time on contacting leads rather than trying to generate leads. Your sales will rise as a result, and you’ll have an easier time accomplishing your objectives.


Shape review: Why you should use it?

If you are looking for a CRM software to help you close more deals and drive more revenue, then Shape is the perfect solution. With its unique features, such as the ShapeIQ smart algorithm and the ability to send personalized video messages, you can easily take your business to the next level.

Managing your customer interactions is simple with its email automation features and bulk texting tool. Shape is the ideal CRM software for sales and marketing teams who want to improve customer relationships and increase sales.


Shape Alternatives

Before subscribing to Shape, it’s always a good idea to check out the competition and find the Best Customer Relationship Management (CRM) Software for your needs. You can find the Shape alternatives here.

Here are some versus to compare Shape with its competitors:


Frequently Asked Questions

How does Shape work?

Shape is a CRM tool that works by helping businesses track and manage customer interactions and data. It can help with sales, marketing, lead capture, and customer service, as well as help automate tasks and keep everything organized. Basically, the Shape is a way to keep all your customer information in one place.

Does Shape offer a free trial?

Yes, without a doubt, Shape offers a free trial to users who want to explore the platform before deciding to buy it. The 15 minutes free demo offers full access to all the features available in the tool. After the demo is over, users need to buy the $90 monthly subscription plan.

How does Shape help businesses?

Shape helps businesses by providing an easy-to-use customer relationship management (CRM) system. For businesses, keeping track of their client’s contact details and preferences is simple. This information can personalize customer interactions and create more effective marketing campaigns to grow busniess faster.

Shape review
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9.1 / 10