Shape Software - Irvine, California

Matthew E (Matthew E)

I recently signed up with Shape and I am still learning how to incorporate all of its functionality, which is quite expansive. The support has been top notch, particular Tristan, who has helped me on several occasions. I'm looking forward to taking it live and using it with customers, as the interface and ability to customize the needs list on a per client basis is going to be incredibly helpful.

Bill Lupo

Shape Software has been an incredible asset for our business! The platform is packed with features that have streamlined our operations and improved efficiency across the board.

A special shoutout to Tristan, who has provided top-notch support throughout our journey with Shape. His responsiveness, attention to detail, and willingness to go the extra mile have made a huge difference in our experience. Whenever we’ve had questions or needed guidance, Tristan has been there to help, ensuring we get the most out of the platform.

If you’re looking for a reliable CRM with exceptional customer service, I highly recommend Shape Software. Thanks to Tristan and the team for their dedication to excellence!

Courtney Poole

If I was the type of person that sang off of mountain tops, one of the highest praises I would sing would be for Shape Software! We have been with them for a few years, and they just keep growing and adding more capabilities to help our business grow. We are a pretty tech savvy mortgage company, and we had tried a few other CRMs in the past and none can compare. The automation options are nearly limitless, a must have for a company needing to market to a large database. Customer service is always quick to respond, thorough, and willing to go the extra mile to ensure you are getting the most out of the product. We work closely with Dani D. a lot, and she is so knowledgeable and fun to work with. If you've been on the fence- pull that other leg over and step on to where the grass is actually greener.

Benjamin Schott

The company I work for made the move to Shape a year ago after I vetted out several CRM options. The move has been great for us. Shape Software along with Dani and her team have been exceptional to work with. We have a very complicated build-out for the system with in-depth customization. Shape worked with us to meet all of our needs and has gone out of their way to help us customize the system to our business model. We now use Shape for our CRM across multiple business channels and have worked with them to build lead capture pages with their secure-engine capabilities. I highly recommend the system and the Shape team.

Jack Humphres

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!

Andrew Filar

Shape has been an incredible company to work with. I used a CRM by the name of Velocify back in the day before they went mortgage exclusive. As an insurance agent, there has been nothing like it... until now. Shape took everything I loved about it and improved upon it. Their team is responsive, they're continuously building and developing the platform, and they're open to working with you to achieve your goals. I'm looking forward to continuing to build with and on Shape.

Vanessa Reynolds

As a lifetime CRM user and trainer SHAPE has integrated all the must haves in one platform for the user and to gather metrics for reporting. But a system is only as good as the support and team that provides knowledge for you to apply the product to your business model. Dani and the rest of the SHAPE team have been ultra communicative to all of our team and users. If you want to get a CRM and the job DONE I suggest you work with SHAPE and Dani DUNN!!

Rob Ross

We couldn't be happier with our experience using SHAPE CRM, and a large part of that satisfaction comes from working with our account executive, Stewart Hartman. Stewart has been our project manager, and his dedication and expertise have been incredible. We evaluated many CRMs before deciding on SHAPE, and we are so glad we did. Stewart made the transition seamless and has been an invaluable resource every step of the way. His knowledge, responsiveness, and commitment to our success are unmatched. I highly recommend SHAPE CRM to anyone looking for a reliable and efficient CRM system, especially with Stewart Hartman leading the way. Thank you, Stewart, for your outstanding support and guidance!