--- description: Detailed reviews on Shape based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Shape with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Shape Reviews, Prices & Ratings | GetApp Canada 2026 --- Breadcrumb: [Home](/) > [Law Practice Management Software](/directory/120/law-practice-management/software) > [Shape](/software/115787/shape) # Shape Canonical: https://www.getapp.ca/software/115787/shape Page: 1 / 3\ Next: [Next page](https://www.getapp.ca/software/115787/shape?page=2) > Shape is a cloud-based CRM, sales, \& marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, \& education. Shape offers tools to manage \& automate online marketing \& promotions, capture and service leads from online sources, \& more > > Verdict: Rated **4.6/5** by 46 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Shape • Automated tools allow users to capture leads, send follow-ups and manage all client projects within one single platform. • Manage online marketing and promotions effectively with SMS messaging, email automation and an integrated dialer. Email automation enables users to create and send newsletters, emails and drip campaigns. • A pre-built library of document templates allows users to send forms, contracts, proposals and invoices to clients quickly and easily. • Custom reports like top lead sources, referral tracking, and more provide users with data to make smart business and marketing decisions. • Integrate with familiar tools such as MailChimp, Twilio, G Suite, MS Office, Stripe, Zapier, and more. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 46 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support Software | 4.5/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Shape Software - **Location**: Irvine, US - **Founded**: 2007 ## Commercial Context - **Starting Price**: US$119.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: $119/user/month billed monthly - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Access Controls/Permissions - Accounting Software - Activity Tracking - Admissions Management - Alerts/Notifications - Alumni Management Software - Amortization Schedule - Application Management - Appointment Scheduling Software - Assessment Management - Asset Lifecycle Management - Attendance Tracking Software - Audit Trail - Batch Processing - Billing & Invoicing - Bookstore Management - Borrower Management - CRM Software - Cafeteria Management ## Integrations (9 total) - BombBomb - Clio - Filevine - Google Workspace - Mailchimp - Microsoft 365 - Microsoft Outlook - Stripe - Zapier ## Support Options - Email/Help Desk - Phone Support - 24/7 (Live rep) - Chat ## Category - [Law Practice Management Software](https://www.getapp.ca/directory/120/law-practice-management/software) ## Related Categories - [Law Practice Management Software](https://www.getapp.ca/directory/120/law-practice-management/software) - [Mortgage Software](https://www.getapp.ca/directory/180/mortgage-loans/software) - [Loan Origination Software](https://www.getapp.ca/directory/899/loan-origination/software) - [Commercial Real Estate Software](https://www.getapp.ca/directory/1211/commercial-real-estate/software) - [Small Business CRM Software](https://www.getapp.ca/directory/4959/small-business-crm/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.getapp.ca/software/90378/salesforce) — 4.4/5 (18804 reviews) 2. [HubSpot CRM](https://www.getapp.ca/software/102533/hubspot-crm) — 4.5/5 (4481 reviews) 3. [Zoho CRM](https://www.getapp.ca/software/9908/zoho-crm) — 4.3/5 (6993 reviews) 4. [Bigin by Zoho CRM](https://www.getapp.ca/software/142099/bigin-by-zoho-crm) — 4.7/5 (742 reviews) 5. [Dynamics 365](https://www.getapp.ca/software/90844/dynamics-365) — 4.4/5 (5846 reviews) ## Reviews ### "Shape is the best\!" — 5.0/5 > **Aaron** | *February 16, 2023* | Accounting Software | Recommendation rating: 10.0/10 > > **Pros**: Lead management and pipeline tracking as well as I can calculate my cpl > > **Cons**: There is literally nothing I do not like about shape > > It’s increased sales over 26% ----- ### "Very User Friendly" — 5.0/5 > **Lisa** | *June 29, 2022* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: This software makes the process look so easy. It’s a great way to stay organized from the application to funding of a loan. I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along. The software seems to cover everything\! > > **Cons**: Nothing that I could see by using the software. > > Overall, I love the software. Enough to even sign up for my company right away. The campaigns help you to stay in touch with clients past and present and this is key to keeping clients for the long term. ----- ### "Absolutely the Worst Customer Support that exists in the industry" — 2.0/5 > **Christopher** | *October 13, 2023* | Banking | Recommendation rating: 0.0/10 > > **Pros**: The product has some bells and whistles that we liked but may not be very inclusive after all. > > **Cons**: Terrible Customer Support. Shape Software from C-level down to \[sensitive content hidden\] in Billing and \[sensitive content hidden\] in sales have demonstrated a complete lack of product knowledge but a very firm grasp on compliance avoidance. They have for the last 3 weeks avoided completing a third party agreement stating they will not sell leads you input into the system. If this seems odd we think so too. > > A Nightmare. Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software. Caveat Emptor. ----- ### "Unbelievably user friendly mortgage CRM/POS with every feature imaginable" — 5.0/5 > **William** | *May 18, 2022* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible. One of my favorite features is the “if/then” functionality you can choose for marketing campaigns. . > > **Cons**: I have yet to find any cons with this system. > > Shape is an all in one CRM/POS and marketing tool that is a must for any originator. It has never been easier to manage my pipeline and referrals, and my numbers have never been higher. I highly recommend Shape to any originator, as it has literally revolutionized my career. ----- ### "Good CRM for our contact management." — 5.0/5 > **Vanessa Grace** | *May 9, 2023* | Telecommunications | Recommendation rating: 10.0/10 > > **Pros**: The features that are most impactful, are the phone features and the texting. > > **Cons**: There's nothing that I really don't like about shape. > > Our overall experience with shape has been fantastic and our entire team uses it. ----- Page: 1 / 3\ Next: [Next page](https://www.getapp.ca/software/115787/shape?page=2) ## Links - [View on GetApp](https://www.getapp.ca/software/115787/shape) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data