Shape

Shape is ranked #16 of 27 in financial services crm software on The Geeks Club. 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: No
Compliance workflows: Yes

Best Shape alternatives

See all 12

8.9 Zoho CRM Free plan

8.4 AdvisorCRM Free plan

8.1 Salesforce Financial Services Cloud Free trial $325/mo

7.8 AdvisorEngine CRM $5.75/mo

7.7 Redtail CRM Free trial $3.25/mo

7.6 Wealthbox Free trial

Shape

Product: Shape is an all-in-one mortgage CRM platform covering lead generation, loan origination, marketing, communication, automation, AI, and reporting.
CRM: The CRM provides lead management with smart prioritization and routing, built-in dialer, text and email tracking, automated workflows, tasks, and reminders.
Marketing: Shape includes pre-made flyers, emails, landing pages, social media tools, and campaigns for every stage of the loan process.
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.
LOS integrations: Native LOS integrations include Encompass, LendingPad, and LendingDox, with real-time loan data, milestone, assignment, and status synchronization.
Automation: Shape supports open REST APIs, real-time webhooks, and no-code automation through Zapier and Make.
Calendar: Task management includes one-off or templated tasks, workflow checklists, and calendar synchronization with Google or Outlook.
Mobile: The Shape mobile app is available for Apple and Android devices and supports contacts, notes, messages, calling, email, activity, and file uploads.
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.
Security: Shape states that it has SOC 2 Type I and Type II reports, SOC 1 Type II, HIPAA, PIPEDA, and PHIPA compliance practices.
Security controls: Its security overview describes SSL encryption, intrusion detection and prevention systems, access auditing, virus scanning, restricted employee access, and periodic backups.
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.
Audience: Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations.
Company: Shape says it is privately held, self-funded, in business since 2009, and has served more than 100,000 customers.

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Where it ranks on The Geeks Club

Best Financial Services CRM Software in 2026#16 of 27
Best Mortgage CRM Software in 2026#4 of 25

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Sources

setshape.com/mortgage· checked 1 Oct 2026
setshape.com/mobile-app· checked 1 Oct 2026
setshape.com/pricing· checked 1 Oct 2026
setshape.com/security· checked 1 Oct 2026
setshape.com/about· checked 1 Oct 2026