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Field service and CRM platform for home service and trade businesses.

Pricing

From $119 / seat / mo

Founded

2015

Team size

11-50 employees

Headquarters

Tampa, FL

At a glance

Pricing model

Per seat

Try before you buy

Free trial

About Shape software FSM

Shape Software is an all-in-one CRM and sales/field-management platform combining lead and pipeline management, built-in calling and texting, email and marketing automation, and customer-communication tools. It is purpose-built for regulated verticals such as mortgage, insurance, solar and education, including field-service workflows. It targets sales and field teams that want CRM, dialer and automation in one system.

Procurement & Fit

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

Trust

Security & compliance

The vendor hasn’t added security or compliance details yet.

Pricing

Commercial model

Pricing model: Per seat

Free trial: Yes

Free plan: No

Contract minimum: Not specified

Procurement

Purchasing & legal

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

Fit

Best-fit company size

Company-size fit has not been specified yet.

Buyer Fit & Positioning

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections