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Shape Review for Real Estate – Is This the CRM for You?

Last updated on November 22, 2021

Shape Review for Real Estate - Is This the CRM for You?

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Are you tired of CRMs that require you to sign up for a minimum of one year for a basic plan, only to offer limited features? 

Did you know that there’s a CRM platform that allows you to start and stop your subscription anytime, without any commitment?

Have you heard of Shape CRM?

Shape Review for Real Estate Shape

Shape is a lesser-known customer relationship management tool that’s quickly gaining traction due to its performance backed by positive customer reviews. 

With around 18,000 users, Shape may not be as popular as other CRMs in the market, but it will soon give its bigger competitors a run for their money.

In this Shape review for real estate, we will share with you why this underdog is worth considering.      

Quick Summary

We bet you can’t wait to ask whether we recommend Shape CRM for real estate or not. 

Well, we won’t keep you waiting. 

The answer is, of course! 

Shape is pretty straightforward, not just price-wise. It’s a simple platform that will give you all the CRM essentials and more. 

Whether you’re new in the business or have been thriving for years, Shape can be tailored to fit exactly what you need. 

What is Shape CRM?

Shape is a cloud-based CRM software that caters to different industries such as education, finance, legal, mortgage, and real estate. It provides users with a wide variety of tools that help prioritize and track leads, automate emails, and other administrative tasks. Plus, it helps customize workflows, run reports, etc. 

Shape CRM Pros and Cons

Before we look at each pro and con in detail, here is a summary:

No annual contracts
Works on multiple devices
Intuitive and easy to use interface
Long list of features
Advanced security features
Exceptional tech support
Lacks customization

The Pros

Let’s take a closer look at the pros of this CRM. 

No annual contracts

One of the best things about Shape CRM is it doesn’t require commitment. There are no annual contracts or minimum subscription periods. 

You can sign up and cancel your subscription any time you want. 

Works on multiple devices

With Shape, you can track your leads, organize your contacts, and automate your emails on your desktop, laptop, and even your mobile device. 

And with the Shape official mobile app, you can work on the go, wherever. The best news is you get access to everything you need with just one platform. 

Intuitive and easy to use interface

Shape is one of the most intuitive CRMs you will ever use. Even someone who has no prior experience with a similar software will find this tool easy to understand. 

Instead of using multiple apps for different purposes, you get to manage leads, integrate Google maps, use collaboration tools, automate marketing campaigns, customize intake forms, sync your calendar and email, track referrals, and many more, with just a few clicks. 

You won’t even need to hire a specialist to train you and your colleagues on how to use the software. Shape’s video tutorials will help you quickly set it up yourself. 

Long list of features

Since Shape has no tiered plans, its basic subscription already includes a long list of features and functionalities that will help make your job as a real estate professional easier. 

Among its features are the following:

  • Email Automation
  • SMS Messaging/Integration
  • Reviews and Feedback Tool
  • Multiple Listing Service (MLS) Sync
  • Lead Prioritization and Tracking
  • Status Automation
  • Duplicate Lead Management
  • Google Maps Syncing
  • Email and Calendar Syncing
  • Reporting and Analytics Tool
  • Integrations (IDX Broker, Mailchimp, Zapier, etc.)
  • Secure Online Document Storage
  • Online Form Customization
  • Referral Tracking

Advanced security features

Shape also protects your sensitive data by implementing advanced security features. 

It keeps its facilities, data centers, and servers safe through 24/7/365 security, video monitoring, controlled entrance, and biometric authentication. 

What’s more, it protects your data from malicious attacks. They do this by encrypting the communication between your computer and the servers, controlling, auditing accesses, and constantly scanning for viruses. 

Exceptional tech support

Wrapping up our list of pros for the Shape CRM is its exceptional tech support. 

Its customer support options include phone, email, or helpdesk, and 24/7 live chat. Shape also provides in-person and live online training, as well as webinars, guides, and other documentation. 

Its customer support team delivers amazing service; they are helpful and very responsive. 

The Cons

Meanwhile, here’s one downside in choosing Shape CRM.

It lacks customization

Based on the majority of customer reviews, users wrote that they didn’t have that many complaints about Shape CRM software. 

Many noted that the only con they could think of was that Shape should have been available to them sooner. 

Many users report that Shape is probably the most superior CRM platform they have used and that it is highly intuitive and functional.

Perhaps the only con that some users brought up was Shape’s lack of customization options. One user wrote that an area Shape can improve on is giving users the ability to add fields in the dashboard without needing to call tech support for assistance.  

Shape CRM Pricing

Unlike other CRMs, Shape has a simple pricing plan

The software costs $99 monthly per user and does not have a minimum lock-in period. However, there is a standard implementation fee that costs around $399. 

Now, this sounds like a downer. But what other CRMs won’t tell you is that they charge upfront costs such as setup fees, too. They just don’t advertise them.

At nearly $100 per user, Shape may seem expensive, but it is cost-efficient. Its monthly plan is all-inclusive, which means you don’t have to upgrade to a premium subscription to get access to premium features. However, some add-ons require additional costs. 

Shape doesn’t have a free version, but it is free to use for 14 days. To avail of the trial, simply request a demo

You can also schedule a free demo by calling the Shape sales hotline at (888) 762-7211.

Final Thoughts

Although clean and simple, Shape is a powerful and valuable CRM tool. Consider it a one-stop shop for everything you will need for your real estate business. 

Many users call it the most effective all-in-one platform they have ever used. Many claim that the software exceeded their expectations. 

Just look at how the pros outweigh the cons, and you’ll get why thousands of customers love it. The single major regret Shape users have was not knowing about it sooner.    

So, if you’re in the market for a new CRM, it’s high time you check out Shape!

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