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TeamGram vs Shape Comparison (2026)
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Good recommendations?
Overview
Grow your sales faster than ever by avoiding simple sales mistakes with TeamGram’s easy to use Customer relationship management software. This B2B sales CRM enables small and medium-sized businesses to fully visualize their entire sales pipeline from the lead stage to winning a deal in real-time.
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
User reviews
4.9
35
5
4
3
2
1
30
5
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
4.6
46
5
4
3
2
1
40
1
0
3
2
- Value for money
- Ease of use
- Features
- Customer support
Pros
Uddhav T.
Mr
Pros
Dan W.
Owner
Jack H.
CEO
Jack H.
CEO
Cons
Not enoughreviews yet
Cons
Dan W.
Owner
Dan W.
Owner
Kat A.
Sales- Sr Loan Officer
- Vendor responds to reviews
- Last review6 years ago
- Vendor responds to reviews
- Last review3 months ago
Key features
- Total features56
- API
- Access Controls/Permissions
- Accounting
- Activity Tracking
- Admissions Management
- Alerts/Notifications
- Alumni Management
- Amortization Schedule
- Application Management
- Appointment Scheduling
- Assessment Management
- Asset Lifecycle Management
- Attendance Tracking
- Audit Trail
- Batch Processing
- Billing & Invoicing
- Bookstore Management
- Borrower Management
- Business Card/Badge Scanning
- CRM
- Cafeteria Management
- Calculators
- Calendar Management
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Recording
- Campaign Management
- Candidate Management
- Cash Flow Analysis
- Catalog Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Mortgages
- Commercial Property Management
- Commission Management
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Content Library
- Contract/License Management
- Credit Reporting
- Critical Date Alerts
- Curriculum Management
- Customer Database
- Customer History
- Customer Management
- Customer Portal
- Customer Statements
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Dashboard
- Data Import/Export
- Data Management
- Deal Management
- Digital Signature
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Escrow Management
- Expense Tracking
- Facility Management
- Fee Management
- File Sharing
- Financial Aid Management
- Financial Management
- For Appraisers
- For Borrowers
- For Brokers
- For Higher Education
- For Investors & Traders
- For Property Managers
- Forecasting
- Forms Management
- Full Text Search
- Fundraising Management
- Government Loans
- HUD Settlement Statements
- Housing Management
- Independent/Private
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Qualification
- Lead Scoring
- Lender Search
- Library Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mobile App
- Monitoring
- Multi-Branch
- Multi-Company
- Online Applications
- Online Calendar
- Online Payments
- Outsource Processing
- Parent/Student Portal
- Payment Processing
- Payment Tracking
- Performance Management
- Performance Metrics
- Pipeline Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Product Catalog
- Progress Tracking
- Promissory Notes
- Property Database
- Property Tax Management
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Real-Time Notifications
- Real-Time Reporting
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting/Analytics
- Residential Mortgages
- Role-Based Permissions
- SMS Messaging
- Sales Pipeline Management
- Sales Reports
- Scheduling
- School District
- Scoring
- Search
- 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
- API
- Access Controls/Permissions
- Accounting
- Activity Tracking
- Admissions Management
- Alerts/Notifications
- Alumni Management
- Amortization Schedule
- Application Management
- Appointment Scheduling
- Assessment Management
- Asset Lifecycle Management
- Attendance Tracking
- Audit Trail
- Batch Processing
- Billing & Invoicing
- Bookstore Management
- Borrower Management
- Business Card/Badge Scanning
- CRM
- Cafeteria Management
- Calculators
- Calendar Management
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Recording
- Campaign Management
- Candidate Management
- Cash Flow Analysis
- Catalog Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Mortgages
- Commercial Property Management
- Commission Management
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Content Library
- Contract/License Management
- Credit Reporting
- Critical Date Alerts
- Curriculum Management
- Customer Database
- Customer History
- Customer Management
- Customer Portal
- Customer Statements
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Dashboard
- Data Import/Export
- Data Management
- Deal Management
- Digital Signature
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Escrow Management
- Expense Tracking
- Facility Management
- Fee Management
- File Sharing
- Financial Aid Management
- Financial Management
- For Appraisers
- For Borrowers
- For Brokers
- For Higher Education
- For Investors & Traders
- For Property Managers
- Forecasting
- Forms Management
- Full Text Search
- Fundraising Management
- Government Loans
- HUD Settlement Statements
- Housing Management
- Independent/Private
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Qualification
- Lead Scoring
- Lender Search
- Library Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mobile App
- Monitoring
- Multi-Branch
- Multi-Company
- Online Applications
- Online Calendar
- Online Payments
- Outsource Processing
- Parent/Student Portal
- Payment Processing
- Payment Tracking
- Performance Management
- Performance Metrics
- Pipeline Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Product Catalog
- Progress Tracking
- Promissory Notes
- Property Database
- Property Tax Management
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Real-Time Notifications
- Real-Time Reporting
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting/Analytics
- Residential Mortgages
- Role-Based Permissions
- SMS Messaging
- Sales Pipeline Management
- Sales Reports
- Scheduling
- School District
- Scoring
- Search
- 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 integrations6
- BombBomb
- Clio
- Filevine
- FreshBooks
- Google Workspace
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- QuickBooks Online Advanced
- RingCX
- Stripe Payments
- VirtualPBX
- Zapier
- Total integrations8
- BombBomb
- Clio
- Filevine
- FreshBooks
- Google Workspace
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- QuickBooks Online Advanced
- RingCX
- Stripe Payments
- VirtualPBX
- Zapier
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