Shape Software - Irvine, California

Nikkolas S. (.

Working with Tristan at Shape has been an exceptional experience from start to finish. He is extremely responsive, consistently quick to turn things around, and clearly knows his craft inside and out. His professionalism and attention to detail made every interaction smooth and efficient.

What truly sets Tristan and Shape apart is the level of white glove service they provide. It's rare to find a partner who combines deep technical knowledge with such a high standard of client care. If you're looking for a team that treats your business with the same dedication and urgency as their own, Shape is the one to work with—and Tristan is a standout example of that commitment.

Highly recommended.

Samantha P.

Dani has been the backbone and guiding force behind the successful rollout of our new CRM system. From day one, she’s played a critical role in building out the framework, solving complex challenges, and ensuring every function is aligned with our team’s needs.

Her patience, deep system knowledge, and clear communication have been invaluable. I’ve learned so much from working with her — not just about how the system works, but how to approach it strategically. Dani has a rare ability to explain complicated workflows in a way that actually clicks, and she does it all with kindness, clarity, and a steady hand. She’s exceptionally smart, incredibly dependable, and brings both structure and warmth to every part of this launch. There’s no doubt that much of our progress and stability in Shape is thanks to her.

Dani isn’t just part of the Shape team — she’s been a cornerstone of this entire transition, and I’m truly grateful for her leadership, support, and everything she’s taught me along the way.

A G.

Shape has been an absolute game-changer for my mortgage company. From day one, the platform has provided everything we needed to streamline our operations, improve communication, and ultimately scale our business. It's intuitive, powerful, and tailored to the needs of companies like mine.

But what truly sets Shape apart is the leadership behind it. Anthony, the founder and CEO, has been nothing short of instrumental in our success. His dedication to understanding our unique challenges and offering real solutions has been incredible. It's rare to find a tech company where the CEO is personally invested in your growth — but that's exactly what we've experienced with Anthony and the Shape team.

If you're in the mortgage industry and looking for a CRM that truly supports your vision, Shape is the one. I can’t recommend them highly enough.

Dalton R.

I’ve had the pleasure of working with Corey Chance as my account executive at Shape, and I can’t say enough about his professionalism and exceptional service. From day one, Corey has been incredibly responsive, always going above and beyond to ensure that our needs are met. His knowledge of the platform is unmatched, and he provides clear, practical solutions to any challenges we encounter.

Corey has made the entire process seamless, offering guidance and support whenever necessary. He’s proactive, attentive to detail, and genuinely invested in helping our business succeed. I highly recommend Corey to anyone looking for top-notch customer service and expert assistance.

Thanks again, Corey—you're a true asset to Shape!

James S.

Shape Software has been instrumental in helping us tailor a CRM solution that truly fits the way we do business. The platform not only streamlines sales and marketing efforts but also brings key operational functions into one centralized system. It’s a smart, flexible solution that makes it easier to manage the entire customer journey with greater visibility and control.

A big part of our success with Shape is due to the outstanding support from Tristan Thayer and Stewart Hartman. Both have deep expertise in the platform and have been a pleasure to work with throughout the build. Their responsiveness and collaborative approach made the entire process smooth and highly effective.

For companies looking for a modern, all-in-one CRM and operations platform backed by a knowledgeable team, Shape Software is a standout choice

Meredith F.

Shape software has been fantastic to work with! Jim was especially great. He helped get my system up and running quickly and made the whole process smooth and stress free. Highly recommend their support and service!

Ashlynn O.

A big thank you to Dan Kim for helping us get multiple accounts set up with SetShape! He had a quick turnaround and was incredibly kind and responsive to all of our questions throughout the process.

We also want to sincerely thank Corey Chance for stepping in to help optimize our accounts. He took the time to break everything down clearly, answered all our questions, and followed up with exactly what we needed. Corey made the entire process simple and smooth.

We truly appreciate the support from both of you!

Caleb A.

I have had the pleasure of working with Shape on several projects, including a complete brand re-fresh (Logo, Website, Biz Cards, Email Signatures, Color Palette, etc.) and the experiences has been first class, top to bottom. I couldn't be happier with the work that has been done and the results of our organizations new look! Additionally, I have to give a special shout out to Chloe on the Shape team. She spearheaded the project and we could not have asked for a better experience. She has been absolutely amazing to work with. Thank You Shape!!