Shape Software
The All in One Business Management Solution.
Overview
Shape Software offers an all-in-one, AI-powered platform that combines a customer relationship management (CRM) system, sales and marketing automation, and a streamlined digital origination portal (POS). It is designed to help businesses in industries like mortgage, lending, and real estate to manage contacts, automate communication, and close deals faster. The platform's customer portal allows for secure online applications, document collection, and real-time status tracking.
✨ Key Features
- Industry-specific CRM
- Marketing and sales automation
- Digital application and customer portal (POS)
- AI-powered communication analysis and coaching
- E-signature and document management
- Co-branded partner portals for referrals
🎯 Key Differentiators
- All-in-one platform (CRM, Marketing, POS)
- AI-powered sales and communication tools
- Highly rated customer support and onboarding
- User-friendly interface
Unique Value: Shape Software consolidates multiple business functions into a single, easy-to-use platform, helping businesses streamline operations, automate marketing, and improve customer experience without juggling multiple tools.
🎯 Use Cases (4)
✅ Best For
- Used by mortgage companies and other service-based businesses to consolidate their tech stack and improve sales and operational efficiency.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large enterprise lenders requiring a full-fledged Loan Origination System (LOS), as Shape is primarily a CRM and POS platform.
🏆 Alternatives
Unlike many competitors that focus solely on CRM or POS, Shape provides a tightly integrated, all-in-one solution with advanced AI features, simplifying the tech stack for small and mid-sized businesses.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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