Shape

iPhone + Android

7.4No. 13 of 28
in Financial Services CRM Software

Recognised40% of the score46
Phone app26% of the score100
Documented20% of the score74
Free plan14% of the score0

Free plan: No
Runs on: Android, iPhone, Web

Summary

Shape is ranked #13 of 28 in financial services CRM software on Samsung Mobile US Press. It runs on Android, iOS, Web. There is no free plan.

Shape plans and pricing

All plans

Core Not published monthly or annually per-user pricing · CRM foundation · add-ons available setshape.com · 1 Oct 2026

Enterprise Not published monthly or annually custom pricing · volume user pricing · dedicated onboarding and priority support setshape.com · 1 Oct 2026

Complete Not published monthly or annually 5 users included · everything included · add more anytime setshape.com · 1 Oct 2026

Compared on financial services CRM software

Free plan: Nosetshape.com
Compliance workflows: Yessetshape.com

Facts

Product: Shape is an all-in-one mortgage CRM platform covering lead generation, loan origination, marketing, communication, automation, AI, and reporting.setshape.com · 1 Oct 2026
CRM: The CRM provides lead management with smart prioritization and routing, built-in dialer, text and email tracking, automated workflows, tasks, and reminders.setshape.com · 1 Oct 2026
Marketing: Shape includes pre-made flyers, emails, landing pages, social media tools, and campaigns for every stage of the loan process.setshape.com · 1 Oct 2026
POS: Its built-in point of sale collects borrower documents and 1003 applications and syncs them to the loan origination system without copy and paste or double entry.setshape.com · 1 Oct 2026
LOS integrations: Native LOS integrations include Encompass, LendingPad, and LendingDox, with real-time loan data, milestone, assignment, and status synchronization.setshape.com · 1 Oct 2026
Automation: Shape supports open REST APIs, real-time webhooks, and no-code automation through Zapier and Make.setshape.com · 1 Oct 2026
Calendar: Task management includes one-off or templated tasks, workflow checklists, and calendar synchronization with Google or Outlook.setshape.com · 1 Oct 2026
Mobile: The Shape mobile app is available for Apple and Android devices and supports contacts, notes, messages, calling, email, activity, and file uploads.setshape.com · 1 Oct 2026
Communications: Every plan includes built-in calling, texting, and email billed through a pay-as-you-go communications balance, with an unlimited calling plan also available.setshape.com · 1 Oct 2026
Security: Shape states that it has SOC 2 Type I and Type II reports, SOC 1 Type II, HIPAA, PIPEDA, and PHIPA compliance practices.setshape.com · 1 Oct 2026
Security controls: Its security overview describes SSL encryption, intrusion detection and prevention systems, access auditing, virus scanning, restricted employee access, and periodic backups.setshape.com · 1 Oct 2026
Support: Every plan includes complimentary expert onboarding, 24/7 instant AI chat support, dedicated email support, a phone support line, live training webinars, and video tutorials.setshape.com · 1 Oct 2026
Audience: Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations.setshape.com · 1 Oct 2026
Company: Shape says it is privately held, self-funded, in business since 2009, and has served more than 100,000 customers.setshape.com · 1 Oct 2026