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Shape Review: This detailed Shape review to learn more about its key features, pricing plans, integrations, and more.

What is Shape?

Shape is a well-designed cloud-based CRM platform designed for all types of businesses. It is loaded with a range of features that help companies to streamline and automate sales, pipeline management, funnel, and more.

Shape has an easy-to-use interface and integrates all the critical components of a business in a single AI platform. It offers plenty of room for collaboration and helps users remain efficient while completing different tasks. 

Businesses can use Shape to organize their sales pipeline, interact and engage with prospects with digital ads, nurture customer relationships, and track projects effortlessly. All in all, it is an end-to-end CRM platform that is well-suited for businesses across different industrial domains.

Vendor Information

  • Company: Shape Software
  • Website:
  • Founded in 2007
  • Country of origin: United States of America

Shape Features

  • Pipeline management

Segment and prioritize your leads based on your interaction with them. Track your leads and manage them seamlessly with Shape without having to toggle between different applications. 

Add a fun twist to your pipeline management with sales and call leaderboards. 

  • Sales automation

Explore ready-made sequences or simply create your own automation with Shape. Use sales automation triggers and update your records. Notify every member of your team when an action is taken or completed. 

Personalize your emails and texts on important days including anniversaries, and birthdays, and build concrete relationships with your customers. 

Create and launch marketing campaigns by sending promotional emails and newsletters consistently. 

  • Built-in calling

Boost your productivity by as much as 40% by prioritizing enterprise CRM and VOIP. Track the performance of your call with different users over a given period of time. In addition, you can also distribute your calls automatically to a free agent or an executive. 

Shape allows you to record calls for compliance, transparency, and training. 

  • Reporting

Gain insights into all your sales and customer engagement activities with the reporting feature. Stay on top of user login sessions, and how frequently leads to convert into business and communication overviews. Users can also use filters to evaluate the performance of a user, team, or lead source. 

In addition, the easy-to-understand interface and dashboard enable you to spot trends, and patterns, and analyze how they can enhance existing processes. Create custom reports that will help you make informed business decisions and increase your conversions. 

Shape Features Overview

  • Alerts
  • Calendar management
  • Appointment scheduling
  • Client management
  • Client portal
  • Collaboration tools
  • Critical date alerts
  • Customizable reports
  • Document management
  • Full-text search
  • Email templates
  • Lead management
  • Knowledge management
  • Interaction tracking
  • Sales pipeline management
  • Reporting
  • Task management
  • Time tracking
  • Third-party integrations

Shape Pricing

The vendor offers a single pricing plan that can change based on the number of users. 

Check out Shape’s pricing below.


Price: $99/user/month


  • Analytics
  • Reporting
  • Automated CRM
  • Built-in calling
  • AI sales automation
  • 1000+ API integrations
  • Text messaging
  • Document storage
  • Digital advertising
  • Marketing sequences

Shape Pros and Cons

  • Shape is an excellent tool that allows you to organize your clients and keep all your processes updated. 
  • It is one of the most easy-to-use and user-friendly CRM automation tools in the market. 
  • The dashboard and reports provide excellent and valuable insights into the key parameters of a project, task, and everything in between. 
  • The platform can be easily personalized in accordance with the user’s requirements.
  • The graphs which are present in the reports are well-organized and make it extremely easy to spot trends and patterns.

  • A lot of users have said that the e-signature mapping feature did not work properly
  • While declining a specific document, it would be nice if the vendor added a pre-populated list of reasons.
  • The pricing per user is on the higher side compared to similar tools in the market. 
  • The mortgage application of the tool is ridden with bugs and glitches. 
  • It would be nice if users could add fields within the tool. 

Shape Integrations

  • Gmail
  • Shopify
  • Slack
  • Mailchimp
  • Microsoft Outlook
  • WordPress
  • RingCentral
  • Zapier
  • Office 365

Shape Specifications

Free Trial – No

Free Version – No


  • Cloud, SaaS, Web-based

Devices supported

  • Windows
  • Mac
  • Web-based


  • In-person
  • Live online
  • Webinars
  • Documentation

Shape pricing

  • Basic: $99/user/month

Typical customers

  • Small businesses 
  • Medium businesses
  • Large businesses

Languages supported

  • English

Shape support

  • Email
  • Phone support
  • 24/7
  • Chat

Shape Alternatives

We hope you liked reading this Shape review. Leave your comments below to tell us about your favorite feature or your experience while using the tool. 

Free Trial
Supported Devices
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
Pricing Model
Monthly payment
Annual Subscription
In Person
Live Online
Customer Types
Small Business
Large Corporations
Medium Business
24/7 (Live Rep)
Knowledge Base
Phone support
Chat support
Email Marketing
Landing Pages
Marketing Automation
Workflow builder
8.6 Total Score

Add your review

Karandeep V

Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency. At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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