Number of Seats/Users: Shape offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Shape that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Shape. Shape reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Shape offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Shape. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Shape often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Our internal data shows that Spendbase clients are mostly very happy with Shape. In our analysis of the 25 most upvote responses, many clients find the tool to be intuitive and a real time-saver, especially in managing sales pipelines and communication with prospects and customers.

Key insights from our data include:

• Ease of Use and Customization
 - Many clients appreciate Shape’s simple, straightforward interface.
 - The software’s pre-built features are highly customizable to meet specific business needs.

• Robust Marketing and Sales Automation
 - Clients report that the built-in phone, email, text, and marketing automation tools help keep everyone aligned and drive higher closing rates.
 - Automated follow-ups and lead management features are very popular, enabling efficient contact tracking and engagement.

• Excellent Customer Support
 - A large share of our Spendbase clients describe the customer support as fast and reliable.
 - Quick setup and custom-tailored assistance have helped businesses adapt and thrive without much hassle.

• Reporting and Analytics
 - The analytics and reporting capabilities have been noted as a strong point, with clear dashboards that help in tracking leads and overall performance.
 - Clients value that insights are delivered in a way that is easy to understand, supporting better decision-making.

On the flip side, our data does show a few areas of concern:

• Occasional Billing and Customer Service Issues
 - A small number of clients experienced billing discrepancies and felt challenged by inconsistent customer service access.
 - Some individuals noted minor glitches or extra steps required for specific tasks, though these comments are in the minority.

Overall, our Spendbase data suggests that Shape offers remarkable value as a comprehensive CRM and marketing tool, driving increased sales and efficiency across various industries such as mortgage, real estate, and financial services. Clients appreciate the flexibility, robust capabilities, and overall user-friendly design of the system. While there are occasional bumps related to billing or support, these do not overshadow the overall positive experience that Shape provides.