Shape

Best Mortgage CRM we’ve ever used

Commentaires : As an owner of ClickStart Mortgage, Myself and my team cannot speak highly enough of our experience with Shape Software. From day one, Shape has been an indispensable partner in our growth and success. Their dedication to understanding our needs and tailoring their solutions to fit our unique requirements has been nothing short of remarkable. Shape's team consistently goes above and beyond to ensure that we have the support and resources we need. Whether it's a quick question or a complex issue, their responsiveness and commitment to excellence have made a significant difference in our operations. The seamless integration and effectiveness of Shape's CRM system have been pivotal to our success. Their software is intuitive, reliable, and incredibly efficient, allowing us to manage our client and realtor relationships with ease and precision. The robust features and user-friendly interface have streamlined our processes and enhanced our productivity across the board. We are truly grateful for our partnership with Shape Software. Their contributions have been instrumental in not only driving our business forward, but more importantly, helping us provide an amazing experience for our clients. We look forward to continuing this successful relationship for many years to come. Thank you Shape Software, for being such a vital part of the ClickStart Mortgage family!

Avantages :

**Exceptional Customer Support **Seamless Integration **User-Friendly Interface **Robust Features **Customization and Flexibility - **Reliable Performance**

Inconvénients :

That we didn’t find them sooner. But in all seriousness there has not been anything that has stood out to me in regards to what we I don’t like about Shape

Excellent Product for Real Estate Agents

Avantages :

Great product to keep all your clients organized and updated throughout the process. Easy to use marketing automation. I have other marketing automation systems and its so confusing. This is straight forward and every effective.

Inconvénients :

I would say price, agents like to keep overhead low but this definitely is worth every penny.

Terrible customer service glitchy and eSignature is garbage

Commentaires : went with [SENSITIVE CONTENT] and Monday and couldn't be happier and we saved money

Avantages :

nothing This software company is terrible

Inconvénients :

esignature mapping never worked properly

Amazing tool, saved us daily hours and expenses!! Highly recommend

Commentaires : I have had an amazing experience with the software and team behind this all

Avantages :

Ease of use, accountability, incredible customer service, and reliability

Inconvénients :

It was a bit out of our budget, but after using the system and experiencing the service it’s definitely worth the investment

Great system for prospecting and contact management

Commentaires : Great overall experience.

Avantages :

The contact management and pipeline tools make our prospecting a lot easier. We use the system to share notes, share call recordings on leads and pretty much manage everything now. E-mail and text drip campaigns have automated a lot of the work we used to do as well. Would highly recommend Shape.

Inconvénients :

No cons that I can think of, we like the software.