All Rights Reserved. They have taken a lot of the daily administrative tasks off my hands and helped my business flourish. It supports the full chain of lending or loan brokerage services. (This may not be possible with some types of ads). Shape's cloud-based software offers dozens of tools designed to manage and automate your online marketing and promotions via email and SMS, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional online documents, accept online payments, run custom reporting, and automate everyday admin tasks. ", "I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them. Overall: I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software! It helps to make work automated and gives the sales team to focus on growth. Thanks to its ability to manage my client projects and capture leads, I have more time to focus on the bigger picture issues at my company. I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software! Another function that I'd like to see added in future releases is batch de-duplication. Reporting are excellent and help you take better marketing decisions. Shape is the most flexible CRM ever! It’s cloud-based software helps you grow your company with tools that streamline workflow, super charge employee productivity, and automate everyday tasks. Shape is very reasonably priced and comes with all the CRM necessities to run most businesses. Click URL instructions: Cons: I never encountered any problem with this platform. Shape has 17 reviews and a rating of 4.94 / 5 vs Zoho CRM which has 4402 reviews and a rating of 4.23 / 5.Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Its template for email communication helps the marketing campaign and the best part is that, it's is very easy to operate. Shape CRM helps you manage your business on one easy to use platform. 4,565 reviews for Shapermint, 4.5 stars: 'Just received my new Shapermint leggings and it doesn't hold anything in its a cheap material with lines on the sides like a track suit. Its autonomous notifications and taking lead system helps the user to take the follow ups on time. With the help of Capterra, learn about RealOffice360, its features, pricing information, popular comparisons to other Real Estate CRM products and more. Still not sure about Surefire CRM? Suitable for SME, Consumer, Mortgage, p2p lending, crowdfunding. A free inside look at company reviews and salaries posted anonymously by employees. Pros: The simple interface helps the team to align properly for coordinating with Clients. Pros: It offers a productive tool to interact with clients. NO THANKS! Review Marketing Guides. Our PickHubSpot CRMZendesk SellZoho CRMFreshsales CRMSalesforce Sales Cloud Lightning ProfessionalSales CreatioLess Annoying CRMInsightly CRMPipedrive CRMApptivo CRM Lowest Price Rating 4.0 Review 4.0 Review Editors' Choice 4.5 Review 4.0 Review Editors' Choice 4.5 Review 4.0 Review 4.0 Review 4.0 Review 3.5 Review Editors' Choice 4.5 Review Document Library Lead … The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. Pros. ", "I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it. Shape Mortgage is the only sales, marketing, and CRM automation tool designed for lenders as an end to end solution to take you from pre-loan through post-close. It offers one platform to manage CRM, marketing and sales. The company's filing status is listed as Active and its File Number is 2019-000838277. Facilitate loan... Get a world class loan origination and servicing platform available to license for your lending business. ", Transportation/Trucking/Railroad, 11-50 employees, Used the software for: Less than 6 months, Used the software for: I used a free trial, Marketing and Advertising, 1-10 employees, Information Technology and Services, 11-50 employees, Mechanical or Industrial Engineering, 51-200 employees. Shape Crm LLC is a Wyoming Domestic Limited-Liability Company filed on January 24, 2019. It helps to make work automated and gives the sales team to focus on growth. Designed for businesses of all shapes and sizes, Freshsales is a sales-focused customer relationship management (CRM) software. TrueDialog is a plug and play business texting solution that comes with dozens of pre-built tools as well as a robust SMS texting API. Cons: Its calendar feature required google id to able to sync. What is involved in the implementation program? The Registered Agent on file for this company is Registered Agents Of Wyoming, LLC … Learn more about its pricing details and check what experts think about its features and integrations. ” — Jenna A. Pros Learn More. Looking for honest Salpo CRM reviews? Overall: Shape Software is a very productive CRM tool. Shape is very reasonably priced and comes with all the CRM necessities to run most businesses. Review & Create Triggers. Your are able to test out all of the features of Shape for 14 days free with their trial to get a better feel for how it works. ", "Thanks to its ability to manage my client projects and capture leads, I have more time to focus on the bigger picture issues at my company. With the help of Capterra, learn about Surefire CRM, its features, pricing information, popular comparisons to other Mortgage and Loans products and more. We handle everything all in one place with lead acquisition, underwriting, origination, servicing and debt collection. Learn more about Shape’s automated opt-out practices and email deliverability. Final Steps: Duplicate Management Settings. Cons : Sometimes when you add or change information, you have to refresh in order to show the changes. Forget about complex and expensive CRM tools, Shape is the first software system that actually make the salesman's job easy. Overall: Overall this software is best in the market. Shape is very reasonably priced and comes with all the CRM necessities to run most businesses. Shape Software is, without a doubt, the best CRM software I have used for my company. Check out alternatives and read real reviews from real users. Read user reviews from verified customers who actually used the software and shared their experience on its pros and cons. Compare FollowUp CRM to alternative Customer Relationship Management (CRM) Software. Compare the best Small Business CRM software of 2020 for your business. 2 Customer Testimonials Shape Software CRM reviews and testimonials from 2 real customers and users. ", "I like the way they organize their graphs. We've worked hard to evaluate this CRM software with the aforementioned criteria in mind, so check out each of the reviews below to figure out which package is right for you. Law firms, Realtors, Mortgage brokers, Solar, Debt Settlement, Higher Education, Service-based businesses. Powerful, flexible, and easy to use, The Mortgage Office includes payment processing, loan tracking, workflow automation, document storage, and reporting... Lendstream is the result of many years of intensive research, development and use. 95 Shape Corp reviews. ", "Shape Software definitely fits my companies needs. Email Marketing is also available for sending newsletters directly to the user. Check out alternatives and read real reviews from real users. Find the highest rated CRM software for Windows pricing, reviews, free demos, trials, and more. Risk management, payment processing, metro2 reporting and so much... TurnKey Lender is a global leader in ULM (Unified Lending Management) solutions and services. Shape triggers are automation tools that allow you to scale your growth and spend less time on repetitive tasks. It also gives email marketing service to send high-quality newsletters. Right-click on the ad, choose "Copy Link", then paste here → Shape’s client portal gives borrowers a virtual hub to sign and upload documents to help complete your loan process quicker than ever before and reduce hours you spend on admin. ” — Jenna A. It’s been our most valuable tool in helping to streamline our processes. Best CRM I've Come Across. Pros : Shape Software is, without a doubt, the best CRM software I have used for my company. Based on all the user reviews and ratings received by Microsoft Dynamics CRM and Shape Software in CRM software category, we’ve provided an average user rating for each software below. Your business on one easy to use platform what experts think about its details... And salaries posted anonymously by employees, pricing, features and integrations for... Also available for sending newsletters directly to the user as a robust SMS texting API ratings of,! Software I have ordered several in the past but if this is the first one to Shape! 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