Shape Software is a cloud-based system that includes tools for managing online marketing and promotions, capturing leads from online sources, organizing sales pipelines, connecting with clients, and automating daily tasks. Legal, real estate, mortgage, insurance, education, HVAC, and construction companies can all benefit from Shape.

Shape’s collaboration tools make it easy to share project information across departments and user roles. It has a centralized repository where you can keep track of prospects, accounts, contacts, documents, pictures, billing and transactions, and e-signature agreements.

Users can keep track of department-specific metrics and analyze business-relevant trends using Shape’s customizable dashboard. Call scripting, drip marketing automation, task scheduling, reporting, and interaction with Outlook and Gmail are among the advanced tools.

The shape offers customer service through an online knowledge base, phone, and email and is available on a per user per month subscription basis with no long-term contracts.


Shape Software Pricing & Plans


Free Plan:            Available

Free Trial:            Available

Starting Price:    $99.00 per month

For a quote, please contact sales.

View Full Pricing and Plans of Shape Software ⮞


Shape Software Features


  • Task Management
  • Time Tracking
  • Admissions Management
  • Alumni Management
  • Amortization Schedule
  • Application Management
  • Assessment Management
  • Audit Trail
  • Billing & Invoicing
  • Bookstore Management
  • Brand Management
  • Cafeteria Management
  • Calendar Management
  • Candidate Management
  • Cash Flow Analysis
  • Client Database
  • Client Portal
  • Closing Documents
  • Colleges / Universities
  • Commercial Mortgages
  • Compliance Management
  • Contact Management
  • Contract/License Management
  • Credit Reporting
  • Critical Date Alerts
  • Curriculum Management
  • Customer Management
  • Customer Statements
  • Deal Management
  • Document Management
  • Electronic Applications
  • Electronic Signature
  • Email Management
  • Evaluation Management
  • Facility Management
  • Faculty/Staff Management
  • Fee Management
  • Financial Aid Management
  • Financial Management
  • For Appraisers
  • For Brokers
  • For Investors & Traders
  • For Property Managers
  • Forms Management
  • Fundraising Management
  • Government Loans
  • Higher Education
  • Housing Management
  • Independent/Private
  • Library Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Online Applications
  • Online Calendar
  • Online Payments
  • Parent/Student Portal
  • Pipeline Management
  • Portfolio Management
  • Pre-Qualification
  • Recruitment Management
  • Refinance Management
  • Reporting/Analytics
  • Residential Mortgages
  • Scheduling
  • School District
  • Scoring
  • Self Service Portal
  • Special Education
  • Strategic Planning
  • Student Information/Records
  • Student Portal


Viewers of This Software also Viewed


Zoho CRM | HubSpot CRM | NetSuite CRM | Sage CRM | Zendesk Sell | Salesforce Sales Cloud | Agile CRM | Pipedrive CRM | Bitrix24 CRM | Creatio CRMLeadSquared | Nimble CRM | Pipeliner CRM | Insightly CRM | Nutshell | Keap | Less Annoying CRM | EngageBay | Freshsales | Claritysoft CRM | Microsoft Dynamics 365 | Copper | ThryvStreak | | Relenta CRM | Pipeline CRM | Maximizer CRM | edge CRM | Teamwork CRM | Vendasta | Propeller CRM | RAYNET CRM | Funnel CRM | Jarvis CRM | Act! | FreeAgent CRM | Simply CRM | Efficy CRM | Capsule CRM | SugarCRM | Salesboom CRM Suite | SuperOffice CRM | Nextiva CRM | Salesmate | IRIS CRM | CompanyHub CRM | Method CRM | Really Simple Systems | Upsales CRM | OnePageCRM | Oracle E-Business Suite | C2CRM | Scoro | SAP Customer Experience (CRM) | Prospect CRM | Salesflare | SharpSpring | Daylite for Mac | BenchmarkONE | SalezShark | Spiro | Solid Performers CRM | Vtiger CRM | Deskera CRM | edrone | Close | NetHunt CRM | Flowlu | Infor CRM | Accelo | Wrike | Ontraport | Workbooks | Apptivo | Membrain | ConvergeHub | Referrizer | OfficeClip Contact Management | AllClients | Salesbox | AllProWebTools | InStream | Shape Software | VipeCloud | OpenCRM | GreenRopeView All CRM Softwares | View Our Blogs | Home

Top Alternatives

Soffront logo

Soffront CRM

About Soffront CRM Soffront CRM is a CRM solution for small and mid-sized businesses in various industries. Marketing automation, sales force

See More ⮞
Item8 logo


About Item8 Item8 is a cloud-based CRM and billing solution that automates the management of clients, documents, bills, and invoices

See More ⮞
NetX360 logo


About NetX360 NetX360 is a cloud-based platform for managing client onboarding, portfolios, accounts, engagement, and service for financial and investment

See More ⮞
Orgzit logo


About Orgzit Orgzit is an All-in-one CRM Software for B2B Sales Teams that allows users to organize data and monitor

See More ⮞ logo

About is a low-cost CRM software that specializes in sales and marketing automation for small businesses. Its service

See More ⮞
ELMA365 logo


About ELMA365 ELMA365 provides an integrated solution that streamlines customer relationship management, enterprise content management, project management, and robotic process

See More ⮞
OrangeCRM logo


About OrangeCRM OrangeCRM is a cloud-based customer relationship management system that helps organizations manage their client experience. It is capable

See More ⮞
HighLevel logo


About HighLevel HighLevel can help your company succeed by generating more excellent reviews automatically. Get feedback from customers, improve your

See More ⮞
Zurmo logo


About Zurmo Zurmo is a customizable open-source CRM system for small companies. It includes contact management, sales force automation, and

See More ⮞
solve 360 logo

Solve CRM

About Solve CRM Solve CRM is a customer workflow, field service, and project management CRM for teams. Simplify all parts

See More ⮞


About CentralStationCRM CentralStationCRM is a cloud-based customer relationship management system providing tools for managing contacts and communications for SMEs, small businesses,

See More ⮞
Talisma logo

Talisma CRM

About Talisma CRM Talisma CRM is a full-featured CRM software that brings together marketing and sales features in one good

See More ⮞
InTouch CRM logo

InTouch CRM

About InTouch CRM InTouch CRM aims to combine the potential of an integrated promotional tool like email marketing, SMS marketing,

See More ⮞
Client Book CRM logo

Client Book CRM

About Client Book CRM Client Book CRM is a sales management customer relationship software for jewelry stores that captures customer

See More ⮞
OroCRM logo


About OroCRM OroCRM is an open-source CRM solution that includes data capture from customer interactions, marketing tools, dashboards, and other features.

See More ⮞
Commence CRM logo

Commence CRM

About Commence CRM Commence CRM is a cloud-based CRM system for small and mid-sized companies that helps them in managing contact

See More ⮞
ActiveCampaign logo


About ActiveCampaign ActiveCampaign was created to provide small businesses with the tools they need to compete with much larger businesses.

See More ⮞
AquaCRM logo


About AquaCRM AquaCRM is a small business CRM that allows you to capture more accurate leads in real-time. To increase

See More ⮞
LeadSquared logo


About LeadSquared LeadSquared is cloud-based marketing automation and CRM system for all types of organizations. Finance, e-commerce, education, health and wellness, marketing,

See More ⮞
error: Content is protected !!