Exceptional app
I like how easy it is to use and how it helps me stay organized. My favorite thing about the customization is that it is so easy to do.
Simplifies all of my calls
It works well with our payment and accounting software.
App with a user-friendly interface
The app makes it much easier for me to stay on top of my referral company.
Multitasking
CRM notifications are quite useful, as is the ability to log calls and keep track of client data.
The app works in the same way as the main desktop solution.
Excellent tool for managing client interactions while on the go.
Excellent CRM mobile app
The application is user-friendly and offers excellent support for customers. I strongly suggest it.
No task or activity list!
You can’t add tasks/activities?? No task list to view?? This is not a CRM. Just a phone app.
Top Tier
Most convenient CRM app I've ever tried personally. My colleagues agree. This app is a game changer!
Great App!
Such an amazing App! It has everything i need to get my day going as a mortgage professional.
So easy to use
The Shape mobile app is a lifesaver! I can easily call, text, and email my customers. I especially use the texting feature more than anything and also to follow up on my newly updated accounts in the prioritized pipeline views. My internet went out recently and I was able to do pick up my work right from my phone while the internet connection was being fixed
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Just add the website to your icons
The app is limited in functionality.
I’ve found it to be more convenient to just add the website login to your home page as an icon.
I’ve found it to be more convenient to just add the website login to your home page as an icon.
Best CRM. Period.
This software is next level!!!! Very easy to use, nice to look at, and increases my sales team’s performance by a lot. 10/10 recommendation for your business.
Every Business Needs a CRM
We use Shape Software to track all our client and keep them up to date on the go. This has been a life saver!
WOW
Thankful for a simple crm. This app allows me to do any and everything I can accomplish on my laptop. Nothing beats working on the go. The clean views on each page just makes it so easy to navigate. I would recommend this to everyone !!!
