--- description: Detaillierte Informationen über Shape zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Shape Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Kanzleisoftware](/directory/20038/law-practice-management/software) > [Shape](/software/173673/setshape) # Shape Canonical: https://www.capterra.ch/software/173673/setshape Seite: 1 / 3\ Weiter: [Nächste Seite](https://www.capterra.ch/software/173673/setshape?page=2) > Die Nummer-1-Software für Unternehmen, die eine funktionsreiche All-in-one-Lösung suchen, die sich in APIs und in jede andere Software integrieren lässt. > > Bewertung: **4.6/5** von 46 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Shape? Kleine oder große Unternehmen, die ein erstklassiges System suchen, um ihr gesamtes Geschäft von einer einzigen Plattform aus zu verwalten ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.6/5** | 46 Nutzerbewertungen | | Bedienkomfort | 4.6/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.5/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.5/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.6/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Shape Software - **Region**: Irvine, USA - **Gegründet**: 2007 ## Gewerblicher Kontext - **Startpreis**: $ 119.00 - **Preismodell**: (Kostenlose Version verfügbar) (Gratis Testen) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Kanada, Vereinigte Staaten ## Funktionen - Abrechnung & Rechnungsstellung - Alarmfunktion / Benachrichtigungen - Anpassbare Berichte - Anwendungsmanagement - Berichterstattung / Analyse - Beurteilung-Management - Bewerber-Management - Buchhaltung - Call-Center-Management - Compliance Management - Dokumentenmanagement - Dokumentenspeicher - E-Mail-Management - Eltern-/Schüler-Portal - Finanzmanagement - Formularverwaltung - Gemeinsame Kontakte - Immobilien-Datenbank - Kalender-/Erinnerungssystem - Kalenderverwaltung - Kampagnenmanagement - Kommerzielle Immobilienverwaltung - Kommunikationsmanagement - Kontaktmanagement - Kostenverfolgung - Kundendatenbank - Kundenhistorie - Kundenmanagement - Kundenportal - Lead-Erfassung - Lead-Qualifizierung - Leistungskennzahlen - Live-Chat - Online-Applikationen - Online-Kalender - Online-Zahlungen - Pipeline-Management - Portfoliomanagement - Provisionsmanagement - Sales-Pipeline-Management - Studentenportal - Third-Party Integrations - Verfolgen der Teilnahme - Verfolgung von Interaktionen - Volltextsuche - Werkzeuge zur Zusammenarbeit - Wissensmanagement - Workflow-Management - Zeitverfolgung - Zulassungsmanagement ... und 39 weitere Funktionen ## Integrationen (9 insgesamt) - BombBomb - Clio - Filevine - Google Workspace - Mailchimp - Microsoft 365 - Microsoft Outlook - Stripe - Zapier ## Optionen für Kundensupport - E-Mail/Helpdesk - Telefon-Support - 24/7 Live-Support - Chat ## Category - [Kanzleisoftware](https://www.capterra.ch/directory/20038/law-practice-management/software) ## Ähnliche Kategorien - [Kanzleisoftware](https://www.capterra.ch/directory/20038/law-practice-management/software) - [Kreditvergabesoftware](https://www.capterra.ch/directory/20011/loan-origination/software) - [Hypotheken Software](https://www.capterra.ch/directory/30038/mortgage-and-loans/software) - [Software für Gewerbeimmobilien](https://www.capterra.ch/directory/31244/commercial-real-estate/software) - [Schulmanagement Software](https://www.capterra.ch/directory/20014/school-administration/software) ## Alternativen 1. [HubSpot CRM](https://www.capterra.ch/software/152373/hubspot-crm) — 4.5/5 (4481 reviews) 2. [Zoho CRM](https://www.capterra.ch/software/155928/zoho-crm) — 4.3/5 (6993 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.ch/software/204998/bigin-by-zoho-crm) — 4.7/5 (742 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.ch/software/61368/salesforce) — 4.4/5 (18803 reviews) 5. [Dynamics 365](https://www.capterra.ch/software/157279/dynamics-365) — 4.4/5 (5846 reviews) ## Nutzerbewertungen ### "Amazing customer support" — 5.0/5 > **Verifizierter Rezensent** | *31. Dezember 2018* | Tierarzt | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: I worked with the executive to build a custom system and I love it. It’s working out extremely well. > > **Nachteile**: 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. Februar 2023* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Mai 2025* | Finanzdienstleistungen | Empfehlungsbewertung: 0.0/10 > > **Vorteile**: It was recommended by a Coaching Platform, but what a big disappointment. They don't even deserve one star. > > **Nachteile**: •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. Mai 2023* | Einzelhandel | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Mai 2022* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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\!\!\!) > > **Nachteile**: 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. ----- Seite: 1 / 3\ Weiter: [Nächste Seite](https://www.capterra.ch/software/173673/setshape?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/173673/setshape) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten