--- description: ¿Qué es y para qué sirve Shape? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ¿Qué es Shape? - Reseñas, precios y funciones - Capterra México 2026 --- Breadcrumb: [Inicio](/) > [Software para despachos de abogados](/directory/20038/law-practice-management/software) > [Shape](/software/173673/setshape) # Shape Canonical: https://www.capterra.mx/software/173673/setshape Página: 1 de 3\ Siguiente: [Página siguiente](https://www.capterra.mx/software/173673/setshape?page=2) > Este CRM es muy flexible y puedes probarlo gratis durante 14 días. > > Veredicto: 46 usuarios lo han valorado con **4.6/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Shape? Clientes que necesitan una solución de automatización inteligente y fácil de usar. Con cada plan de Shape, obtienes acceso a un paquete de características, integraciones y asistencia de alto nivel para ayudarte a lograr más. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.6/5** | 46 Opiniones | | Facilidad de uso | 4.6/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.5/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.5/5 | Basado en las opiniones generales | | Funciones | 4.6/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Shape Software - **Ubicación**: Irvine, EE. UU. - **Constitución**: 2007 ## Contexto comercial - **Precio inicial**: USD 119.00 - **Modelo de precios**: (versión gratuita disponible) (Prueba gratis) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Canadá, Estados Unidos ## Funciones - Alertas y notificaciones - Almacenamiento de documentos - Base de datos de clientes - Base de datos de propiedades - Búsqueda de texto completo - Calendario online - Candidaturas en línea - Captura de clientes potenciales - Chat en vivo - Contabilidad - Contactos compartidos - Creación de informes/análisis - Cualificación de leads - Facturación - Gestión de admisiones - Gestión de aplicaciones - Gestión de calendarios - Gestión de campañas - Gestión de candidatos - Gestión de carteras - Gestión de centros de atención telefónica - Gestión de clientes - Gestión de comisiones - Gestión de contactos - Gestión de correo electrónico - Gestión de documentos - Gestión de evaluaciones - Gestión de flujos de trabajo - Gestión de formularios - Gestión de la comunicación - Gestión de la conformidad - Gestión de propiedades comerciales - Gestión del conocimiento - Gestión del pipeline - Gestión del pipeline de ventas - Gestión financiera - Herramientas de colaboración - Historial de cliente - Informes personalizables - Métricas de rendimiento - Pagos en línea - Portal de clientes - Portal de estudiantes - Portal de padres y estudiantes - Seguimiento de gastos - Seguimiento de interacciones - Seguimiento de la asistencia - Seguimiento del tiempo - Sistema de calendarios o recordatorios - Third-Party Integrations … y 39 características más ## Integraciones (en total: 9) - BombBomb - Clio - Filevine - Google Workspace - Mailchimp - Microsoft 365 - Microsoft Outlook - Stripe - Zapier ## Opciones de asistencia - E-mail/Help Desk - Asistencia telefónica - Asistencia 24/7 - Chat ## Categoría - [Software para despachos de abogados](https://www.capterra.mx/directory/20038/law-practice-management/software) ## Categorías relacionadas - [Software para despachos de abogados](https://www.capterra.mx/directory/20038/law-practice-management/software) - [Software para prestamistas](https://www.capterra.mx/directory/20011/loan-origination/software) - [Software para préstamos e hipotecas](https://www.capterra.mx/directory/30038/mortgage-and-loans/software) - [Software inmobiliario comercial](https://www.capterra.mx/directory/31244/commercial-real-estate/software) - [Software para administrar colegios](https://www.capterra.mx/directory/20014/school-administration/software) ## Alternativas 1. [HubSpot CRM](https://www.capterra.mx/software/152373/hubspot-crm) — 4.5/5 (4481 reviews) 2. [Zoho CRM](https://www.capterra.mx/software/155928/zoho-crm) — 4.3/5 (6993 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.mx/software/204998/bigin-by-zoho-crm) — 4.7/5 (742 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.mx/software/61368/salesforce) — 4.4/5 (18803 reviews) 5. [Dynamics 365](https://www.capterra.mx/software/157279/dynamics-365) — 4.4/5 (5846 reviews) ## Opiniones ### "Amazing customer support" — 5.0/5 > **Usuario verificado** | *31 de diciembre de 2018* | Veterinaria | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: I worked with the executive to build a custom system and I love it. It’s working out extremely well. > > **Puntos en contra**: I don’t have any complains. > > Our executive was very detailed and got exactly what I needed. ----- ### "Hands down the best CRM - and I've used many" — 5.0/5 > **Michael** | *22 de febrero de 2023* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: It has EVERYTHING. Built in phone, e-mail, texts there's even a calendar solution that's tied to the rest of the system AND project management (we used to have trello but we got rid of it and only use Shape now). Lead distribution, marketing automation, and contact management way superior to anything I've used before. > > **Puntos en contra**: I don't have any cons to say about Shape. The system is awesome and the support and service is second to none. Anytime I have a question or request it's handled that same day - UNHEARD of with any other CRM software solution. > > Great experience. They seem to constantly be developing and building new features which I love. ----- ### "Shape CRM Failed Me and Continues to Charge After Cancellation" — 1.0/5 > **Kat** | *19 de mayo de 2025* | Servicios financieros | Valoración de la recomendación: 0.0/10 > > **Puntos a favor**: It was recommended by a Coaching Platform, but what a big disappointment. They don't even deserve one star. > > **Puntos en contra**: •Failed to provide onboarding or basic support. •Communication is negligent and ineffective. •Failed to cancel my account as promised. •Failed to delete my data. •Failed to refund unauthorized charges. •Continued to charge my card after cancelation. Their conduct has been unprofessional, unethical, and unacceptable. > > As a seasoned mortgage professional with nearly a decade in the industry, I know the importance of choosing the right systems and vendors to support both my clients and my business operations. Unfortunately, my experience with Shape Software has been nothing short of a disaster—not just in their failure to deliver on basic onboarding and support, but in how they have mishandled my cancellation request and continue to charge me months after I formally canceled, and they acknowledged it in writing. I initially signed up for Shape with high hopes, believing the platform would offer real value to my CRM needs. Instead, I spent nearly two months requesting help to get set up, upload contacts, or receive basic onboarding. My calls and emails—many of which were directed to named individuals on their team—went unanswered. When I finally had enough and formally requested cancellation and full deletion of my data, I was met with canned responses and vague promises. Then I was told I was under an "annual contract"—a contract that was never presented to me, let alone signed. When pressed, Shape refused to provide a copy of this so-called contract. Eventually, I received an email stating they would honor my cancellation. Despite this written confirmation, they continued to charge my card in April and again in May. To date, Shape has: •Failed to provide support in the first place. •Failed to cancel my subscription as confirmed in writing. •Failed to delete my data despite multiple formal demands. •Failed to refund multiple unauthorized charges still hitting my account. This is a textbook example of how not to run a company—and a warning to any business owner or professional considering Shape as a CRM provider. Their lack of accountability, internal follow-through, and disregard for professional standards should be a serious red flag for anyone in a client-facing industry. I am now prepared to share this experience on every possible platform to ensure no other professional gets put through what I’ve experienced. To the directors of operations or executive leadership at SHAPE: your internal systems have failed, your communication is negligent at best, and your billing practices are unacceptable. Please DO BETTER. ----- ### "Amazing CRM of all" — 5.0/5 > **Mery Cris** | *10 de mayo de 2023* | Comercio minorista | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: What really sets Shape apart from other productivity tools is its analytics and reporting capabilities. With Shape, you can easily track your progress, identify areas for improvement, and get insights into how you and your team are performing. This makes it a great choice for anyone who wants to optimize their workflow and achieve better results. > > **Puntos en contra**: Nothing to improve. This is already perfect\! > > All of us in the company love this CRM. Very helpful and user-friendly. ----- ### "Extensive CRM/POS Software" — 5.0/5 > **Kyle** | *20 de mayo de 2022* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: This software is user-friendly and easy to follow. Shape helps to STAY organized and focused on selling and making money. I love the automated follow up system and details so we don't lose out on any possible opportunities. This system guides you to stay in front of potential clients, to which we all know proper communication is KEY to acquiring new clients. Highly recommend Shape for any Mortgage Business that doesn't use this CRN. I have used other CRM/POS software, Shape is second to none. (you will see\!\!\!) > > **Puntos en contra**: The only thing in my brief review and I wouldn't say this is a con because the reward on the backend is significant because Shape is so extensive configuring it to your exact needs requires some input on the business owner. ----- Página: 1 de 3\ Siguiente: [Página siguiente](https://www.capterra.mx/software/173673/setshape?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.mx/software/173673/setshape) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | ----- ## Datos estructurados