Does Shape use per-user pricing or usage-based pricing?

Shape utilizes a per-seat pricing model across its three quote-based tiers. Your specific per-user cost is determined after you contact their team and receive a personalized price quote.

Is there a free trial period or money-back guarantee available?

Shape does not explicitly mention offering a public free trial or a money-back guarantee in its published pricing information. We recommend booking a demo to fully evaluate the platform before committing.

How long does system implementation and data migration take?

While the exact timeline is not specified, their goal is to help you launch faster. Your included Expert Onboarding Plan covers data imports and system implementation handled by the dedicated support team.

What is the guaranteed response time for professional support?

Not explicitly stated on the official site. While all plans include 'Professional Support,' specific Service Level Agreement (SLA) response times or guarantees for responsiveness are not published.

What specifically is included in the expert onboarding plan?

All plans include the Expert Onboarding Plan. This covers daily training webinars, support handling of data imports, and full system implementation.

What is the main difference between the Professional and Engage pricing plans?

The Engage plan, designed for scaling businesses, offers additional key features not listed in the Professional plan. These upgrades include advanced AI lead scoring and unlimited calling to boost efficiency.

Are there limits on the number of emails or texts I can send each month?

Not explicitly stated on the official site. Although the Engage plan specifies 'unlimited calling,' general quotas for features like SMS, MMS blasts, or email volume are not publicly documented.

How does Shape ensure my internal email delivery is secure and reliable?

Shape prioritizes security by using compliant SMTP servers for all communications. This method ensures your emails are authenticated and delivered reliably.

Does Shape offer integrations with popular third-party sales or marketing tools?

Not explicitly stated on the official site. The platform focuses on its comprehensive, built-in communication suite, including its own texting and emailing CRMs.

Who is the Enterprise plan best suited for?

The Enterprise plan is designed for large-scale organizations, established teams, and businesses facing highly complex operational needs. It offers advanced features and specialized services suited for massive scale.

Can I cancel my subscription easily, and what is the refund policy?

Not explicitly stated on the official site. Because Shape uses a quote-based model, you must contact their sales team directly to discuss cancellation terms and refund eligibility.

Does Shape support different languages or operate outside the US region?

Not explicitly stated on the official site. The features mention tools like local presence dialing and compliant SMTP servers, but global regional availability or multi-language support is not detailed.

Shape review, pricing, features, pros & cons

Are you tired of losing leads primarily because of slow or inconsistent follow-up? Keeping every prospect engaged can feel like a constant struggle. Shape offers a complete Sales CRM and marketing suite to solve this.

It ensures you keep every lead engaged with powerful automated follow-up. You'll reach more leads faster and watch the results effortlessly roll in. ✨

What is Shape?

Shape is a comprehensive platform combining a powerful Sales CRM with a robust marketing suite. This system helps you efficiently automate your sales and marketing activities. It includes sophisticated communication tools designed to maximize productivity.

You get an award-winning phone system that handles calls, texts, and MMS seamlessly. The platform also features built-in CRMs for texting and emailing. This setup allows for powerful bi-directional communication, ensuring your delivery is secure and reliable.

Shape helps you deploy proven marketing materials to generate more leads and close more loans. 💡

Shape Key Features

✨ The Award-Winning Communication Suite

Seamlessly connect with prospects using our powerful, award-winning phone system. This integrated system is designed to handle calls, standard texts, and rich MMS messages effortlessly. You get a single platform for all your necessary communication.

Boost your team's productivity using key features that maximize outreach. These include necessary tools like inbound call routing and local presence dialing for better coverage. You can also easily send and track bulk text messages to engage large groups quickly.

✨ Bi-Directional Texting and Real-Time Engagement

Our built-in texting CRM establishes powerful bi-directional communication with your leads. You can schedule automated messages and send out high-impact SMS and MMS text blasts. This flexible setup supports real-time, conversational engagement with current prospects.

Keep all your text interactions perfectly organized in one place. The system provides a dedicated texting inbox and ensures clear conversational views for every lead. Detailed reporting helps you streamline communication, boost engagement, and track results instantly.

✨ Secure and Optimized Email Marketing

Ensure reliable and secure email delivery every time using our robust emailing CRM. We use compliant SMTP servers to send authenticated emails, guaranteeing that your messages reach their destination safely. You can send massive email blasts or set up advanced, automated follow-ups.

Customize your outreach strategy using hundreds of available pre-built templates. Detailed tracking features give you immediate insights into campaign success, monitoring both open rates and crucial click-through rates. You also benefit from an inbound email inbox and full newsletter capabilities to optimize ongoing engagement.

✨ Intelligent Lead Prioritization

Maximize your operational efficiency by focusing efforts only on the most promising prospects. Shape instantly identifies your top-converting leads using built-in detection tools, including AI lead scoring.

This intelligence ensures your team focuses on high-value interactions that generate results quickly. You can effortlessly maintain high data quality and overall operational efficiency across your entire pipeline.

💡 Automated Follow-Up and Workflow Acceleration

Keep every single lead engaged using our powerful automated follow-up sequences. This system ensures consistent engagement, regardless of how busy your team may be. You can launch your campaigns faster using pre-built templates and proven data-driven workflows.

Shape allows you to deploy proven marketing materials that are built to convert, especially valuable mortgage marketing assets. Furthermore, you can build authentic connections with clients when you utilize the platform's video messaging features.

✨ Expert Onboarding and System Implementation

Start generating results immediately using our seamless setup process. You simply choose the best-practice industry template that matches your needs after signing up, instantly unlocking full access. We also provide daily training webinars to help you quickly become a Shape pro.

Don't let complex technology slow you down. Our expert support team handles all the heavy lifting for you. They manage the necessary data import and complete system implementation, allowing your team to start closing loans right away.

Use Cases

✨ Ensuring Instant Lead Engagement

Are you tired of losing leads because your follow-up is too slow or inconsistent? Shape solves this crucial problem with powerful automation. When a new prospect enters your system, automate a sophisticated follow-up workflow instantly across multiple channels.

This workflow can deploy both a secure, authenticated email and a personalized text message quickly. You'll reach more leads faster and prevent prospects from feeling ignored. This consistency ensures you keep every single lead engaged from the very first moment.

📞 Optimizing High-Volume Prospect Calling

Sales teams need to connect frequently, but prospects often ignore unfamiliar phone numbers. Shape’s award-winning phone system features local presence dialing. This makes your outreach appear local to the prospect, which improves coverage and boosts contact rates significantly.

Maximize productivity further using built-in features like inbound call routing. This ensures that when a lead calls back, the right agent handles the query efficiently. This simple detail helps take your sales activity to the next level.

📧 Running Secure Email Marketing Campaigns

You need secure and reliable delivery for all your marketing communications. Our built-in emailing CRM sends authenticated emails using compliant SMTP servers. This dependable infrastructure minimizes delivery issues and protects your message integrity.

Use this tool to send large email blasts or create multi-part newsletters. You can customize hundreds of available templates for personalized messaging while easily monitoring campaign performance. Detailed tracking shows click-through and open rates, allowing you to optimize engagement effortlessly.

🚀 Rapid Onboarding for New Sales Staff

Getting new team members productive quickly is essential for growth. Shape ensures launching faster with seamless, hands-off onboarding. Our support team can handle the heavy lifting, including data import and full system implementation for your team.

New hires instantly unlock full access to the Sales CRM and marketing suite. They can immediately deploy proven mortgage marketing materials and established workflows designed to convert. This expert support avoids delays and helps you start closing sooner.

🎯 Prioritizing Your Daily Sales Efforts

Your sales team shouldn't waste time chasing unproductive prospects. Shape features lead detection tools that instantly identify your most promising, top-converting leads. This valuable insight allows agents to maximize their efficiency every day. If you choose the Engage plan, you also benefit from AI lead scoring to further refine your targeting.

Tip: Maximize efficiency by configuring the system to automatically route your hottest new leads to the right team member immediately upon detection.

💬 Managing High-Volume Text Engagement

Text messaging is a crucial communication channel, and Shape makes large-scale texting simple and measurable. The built-in texting CRM supports powerful bi-directional communication, allowing for genuine conversations.

Send scheduled SMS and MMS text blasts to large groups.
Engage in real-time conversations using conversational views.
Track results and boost engagement all within one platform.

User Reviews

The customer snippets provided are unique because they exclusively discuss 'Shape Republic,' a nutritional supplement brand selling protein shakes and weight loss products, not the 'Shape' CRM software platform. Users frequently praised the great quality and effectiveness of the physical products, specifically noting how much they love the taste of the Slim Shakes and protein powders (using flavors like Vanilla Cafe Frappe and Blueberry Muffin).

However, parallel to the positive product feedback, users reported highly negative experiences with customer service and logistics. Reviewers mentioned unresponsive support responses, long processing times (up to three weeks), difficulties with promotion codes not working, and issues with lost or incomplete orders.

This combination creates a split sentiment: high satisfaction with product quality versus significant frustration with operational shortcomings. We found no feedback addressing the CRM platform’s features, like lead accuracy or integration capabilities.

🤯

What users say elsewhere

Mark R.

· Trustpilot

5.0 / 5

Apart from a very long shopping procedure, the quality and effectiveness of the productions are A+++. They deliver great products.

Anni K.

Super leckere Shakes! Top Kundenservice! The flavors are the best I have ever tasted. I highly recommend trying them.

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