Shape CRMVerified

CRM for mortgage, insurance, and financial services teams with built-in dialer, texting, and marketing automation tailored to regulated industries.

Pricing

$119/user/month

Founded

2015

Team size

51-200 employees

Headquarters

Irvine, CA

Product Preview

Preview from setshape.com

At a glance

Best for

Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)

Pricing model

Tiered plans

Integrates with

ZapierGoogle CalendarOutlook Calendar5000+ Integrated Partners Via Native IntegrationsLead providers+3

Security

SOC 2HIPAA

About Shape CRM

CRM for mortgage, insurance, and financial services teams with built-in dialer, texting, and marketing automation tailored to regulated industries.

What CRM costs

Bars compare cost per year. 67 of 87 products here publish a price.

Buyer Fit & Positioning

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

SOC 2HIPAA

SLA uptime target: Not specified

Security review turnaround: Not specified

DPA available: Not specified

Pricing

Commercial model

Pricing model: Tiered plans

Free trial: Not specified

Free plan: Not specified

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Startup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections

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Shape CRM

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