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Salesforce Sales Cloud vs Shape Comparison (2026)

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Good recommendations?

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Shape logo

Shape

Overview

Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more.

Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

25

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

119

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

18.8K

5

4

3

2

1

10.3K

6.4K

1.5K

264

166

  • Value for money
  • Ease of use
  • Features
  • Customer support
71%
would recommend this app

4.6

46

5

4

3

2

1

40

1

0

3

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
89%
would recommend this app

Pros

“It is a powerful CRM that helps organize sales processes, improve visibility, and keep customer information structured. Once users understand the system and the workflows are configured properly, it becomes a strong tool for managing customer relationships, tracking opportunities, and improving collaboration across teams.”
Verified reviewer profile picture

Basel E.

IT

“With salesforce cloud , i can see complete view of the customer in seconds like there their billing history , previous conversation , outstanding bill , even the payment link and also its lot easier to update payment methods.”
AD

Arnold D.

Collection lead Iqor

“Salesforce Sales Cloud is a robust and enterprise-grade CRM solution that significantly improves sales process visibility and management. While it requires time to learn and properly configure, it becomes a highly effective tool for tracking pipelines, automating workflows, and generating insights once fully implemented.”
SS

Swaminathan S.

ERC Sr. Associate

Pros

“We explained our scenario to the chief revenue officer and the VP of sales very adamantly assured us this would not be the case with them. ”
Verified reviewer profile picture

Dan W.

Owner

“Shape's team consistently goes above and beyond to ensure that we have the support and resources we need. Whether it's a quick question or a complex issue, their responsiveness and commitment to excellence have made a significant difference in our operations.”
Verified reviewer profile picture

Jack H.

CEO

“The robust features and user-friendly interface have streamlined our processes and enhanced our productivity across the board.”
Verified reviewer profile picture

Jack H.

CEO

Cons

“The main drawbacks are the high total cost of ownership and the steep learning curve, as essential features often require expensive add-ons and a dedicated administrator to manage the complex setup. Despite the modern UI, the platform can still feel cluttered and unintuitive, requiring significant training for new users to navigate daily tasks efficiently.”
Verified reviewer profile picture

RAUL M.

Software support

“Ive used it on the sales and integration front to automate campaign set ups - only problem is garbage in - garbage out so there needs to some automated improvements since admins dont always optimize”
MS

Marwa S.

Senior Solutions Engineer

“One minor complaint I have is that the reporting features can be a bit clunky at times, and it took a bit to figure out how to get the data we needed.”
IW

Isla W.

Sales Operations Manager

Cons

“Getting a response back from anybody at customer service takes a minimum of 24 hours and they typically ignore 2/3 of the issues”
Verified reviewer profile picture

Dan W.

Owner

“The customer service is absolutely atrocious.”
Verified reviewer profile picture

Dan W.

Owner

“Failed to refund unauthorized charges.”
KA

Kat A.

Sales- Sr Loan Officer

  • Vendor responds to reviews
  • Last review10 days ago
  • Vendor responds to reviews
  • Last review3 months ago

Key features

  • Total features180
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Admissions Management
  • Agent Management
  • Alerts/Notifications
  • Alumni Management
  • Amortization Schedule
  • Application Management
  • Appointment Scheduling
  • Approval Process Control
  • Assessment Management
  • Asset Lifecycle Management
  • Assignment Management
  • Attendance Tracking
  • Audience Targeting
  • Audit Trail
  • Auto-Dialer
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • Billing & Invoicing
  • Bookstore Management
  • Borrower Management
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • CRM Integration
  • Cafeteria Management
  • Calculators
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Candidate Management
  • Cash Flow Analysis
  • Catalog Management
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Client Database
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commercial Mortgages
  • Commercial Property Management
  • Commission Management
  • Communication Management
  • Competitive Analysis
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Credit Reporting
  • Critical Date Alerts
  • Curriculum Management
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customer Portal
  • Customer Profiles
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Statements
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Entry
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Digital Signature
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • Electronic Applications
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Escrow Management
  • Estimating
  • Exception Reporting
  • Expense Tracking
  • Facility Management
  • Fee Management
  • Field Sales Management
  • Financial Aid Management
  • Financial Management
  • For AEC Industry
  • For Appraisers
  • For Borrowers
  • For Brokers
  • For Higher Education
  • For Insurance Industry
  • For Investors & Traders
  • For Mac Devices
  • For Property Managers
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Full Text Search
  • Fundraising Management
  • Goal Management
  • Government Loans
  • Graphical Data Presentation
  • HUD Settlement Statements
  • Housing Management
  • Inbox Management
  • Independent/Private
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Job Costing
  • Job Scheduling
  • Key Performance Indicators
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lender Search
  • Library Management
  • Listing Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Branch
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Company
  • Multi-Currency
  • Multiple Projects
  • Onboarding
  • Online Applications
  • Online Calendar
  • Online Payments
  • Opportunity Management
  • Outsource Processing
  • Parent/Student Portal
  • Patient Communications
  • Patient Management
  • Payment Processing
  • Payment Tracking
  • Performance Management
  • Performance Metrics
  • Personalization
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Management
  • Pre-Qualification
  • Predictive Analytics
  • Presentation Tools
  • Price Optimization
  • Pricing Management
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Promissory Notes
  • Property Database
  • Property Tax Management
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recommendations
  • Referral Tracking
  • Refinance Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Role-Based Permissions
  • SMS Messaging
  • Sales Activity Management
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • School District
  • Scoring
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Special Education
  • Status Tracking
  • Strategic Planning
  • Student Portal
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Templates
  • Territory Management
  • Third Party Loan Origination
  • Third-Party Integrations
  • Time Tracking
  • Transportation Management
  • Visual Presentation
  • Web-based Deployment
  • Workflow Management
  • Total features163
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Admissions Management
  • Agent Management
  • Alerts/Notifications
  • Alumni Management
  • Amortization Schedule
  • Application Management
  • Appointment Scheduling
  • Approval Process Control
  • Assessment Management
  • Asset Lifecycle Management
  • Assignment Management
  • Attendance Tracking
  • Audience Targeting
  • Audit Trail
  • Auto-Dialer
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • Billing & Invoicing
  • Bookstore Management
  • Borrower Management
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • CRM Integration
  • Cafeteria Management
  • Calculators
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Candidate Management
  • Cash Flow Analysis
  • Catalog Management
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Client Database
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commercial Mortgages
  • Commercial Property Management
  • Commission Management
  • Communication Management
  • Competitive Analysis
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Credit Reporting
  • Critical Date Alerts
  • Curriculum Management
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customer Portal
  • Customer Profiles
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Statements
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Entry
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Digital Signature
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • Electronic Applications
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Escrow Management
  • Estimating
  • Exception Reporting
  • Expense Tracking
  • Facility Management
  • Fee Management
  • Field Sales Management
  • Financial Aid Management
  • Financial Management
  • For AEC Industry
  • For Appraisers
  • For Borrowers
  • For Brokers
  • For Higher Education
  • For Insurance Industry
  • For Investors & Traders
  • For Mac Devices
  • For Property Managers
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Full Text Search
  • Fundraising Management
  • Goal Management
  • Government Loans
  • Graphical Data Presentation
  • HUD Settlement Statements
  • Housing Management
  • Inbox Management
  • Independent/Private
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Job Costing
  • Job Scheduling
  • Key Performance Indicators
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lender Search
  • Library Management
  • Listing Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Branch
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Company
  • Multi-Currency
  • Multiple Projects
  • Onboarding
  • Online Applications
  • Online Calendar
  • Online Payments
  • Opportunity Management
  • Outsource Processing
  • Parent/Student Portal
  • Patient Communications
  • Patient Management
  • Payment Processing
  • Payment Tracking
  • Performance Management
  • Performance Metrics
  • Personalization
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Management
  • Pre-Qualification
  • Predictive Analytics
  • Presentation Tools
  • Price Optimization
  • Pricing Management
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Promissory Notes
  • Property Database
  • Property Tax Management
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recommendations
  • Referral Tracking
  • Refinance Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Role-Based Permissions
  • SMS Messaging
  • Sales Activity Management
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • School District
  • Scoring
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Special Education
  • Status Tracking
  • Strategic Planning
  • Student Portal
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Templates
  • Territory Management
  • Third Party Loan Origination
  • Third-Party Integrations
  • Time Tracking
  • Transportation Management
  • Visual Presentation
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations33
  • Birdeye
  • BombBomb
  • Box
  • ClearSlide
  • Clio
  • Conga Composer
  • Crowdstack Pro
  • Docusign
  • Dropbox
  • Eventbrite
  • Evernote Teams
  • Expensify
  • Filevine
  • Five9
  • GTM Workspace - Powered by ZoomInfo
  • GetFeedback
  • GoTo Meeting
  • Gong
  • Google Workspace
  • HubSpot Marketing Hub
  • Litmos
  • Microsoft 365
  • Microsoft Outlook
  • Outreach
  • Professional Services Cloud
  • QuickBooks Online
  • Salesforce Marketing Cloud
  • Salesloft
  • Slack
  • Smartsheet
  • Stripe Payments
  • SurveyMonkey
  • Tableau
  • Veeva CRM
  • Webinato
  • WordPress
  • Yesware
  • Zapier
  • Total integrations8
  • Birdeye
  • BombBomb
  • Box
  • ClearSlide
  • Clio
  • Conga Composer
  • Crowdstack Pro
  • Docusign
  • Dropbox
  • Eventbrite
  • Evernote Teams
  • Expensify
  • Filevine
  • Five9
  • GTM Workspace - Powered by ZoomInfo
  • GetFeedback
  • GoTo Meeting
  • Gong
  • Google Workspace
  • HubSpot Marketing Hub
  • Litmos
  • Microsoft 365
  • Microsoft Outlook
  • Outreach
  • Professional Services Cloud
  • QuickBooks Online
  • Salesforce Marketing Cloud
  • Salesloft
  • Slack
  • Smartsheet
  • Stripe Payments
  • SurveyMonkey
  • Tableau
  • Veeva CRM
  • Webinato
  • WordPress
  • Yesware
  • Zapier