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Zoho CRM vs Shape Comparison (2026)
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Good recommendations?
Overview
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
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
4.3
7K
5
4
3
2
1
3.5K
2.3K
781
172
84
- Value for money
- Ease of use
- Features
- Customer support
68%
would recommend this app4.6
46
5
4
3
2
1
40
1
0
3
2
- Value for money
- Ease of use
- Features
- Customer support
89%
would recommend this appPros
“We use it for new leads, tracking stages of leads and bookings, contact details, tasks, sending emails and more.”
SM
Sherry M.
Executive Manager
“I especially valued its high level of customization and seamless integration with other Zoho applications, which made it possible to tailor the system to specific business needs.”
RS
Radha S.
Legal Assistant
“It allowed me to tailor workflows, fields, and modules to match specific business processes rather than forcing us to adapt to the software.”
RS
Radha S.
Legal Assistant
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. ”
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.”
Jack H.
CEO
“The robust features and user-friendly interface have streamlined our processes and enhanced our productivity across the board.”
Jack H.
CEO
Cons
“It is a bit difficult while integrating with the previous crm as there are few gaps and not able to capture the few details same as the previous crm”
sc
suba c.
Customer Success Executive
“Certain automation workflows are overly cumbersome to build, particularly when including multiple conditions and actions.”
AD
Alexandre D.
Secretary General
“Heavy customization or integration with other Zoho/third party applications can be difficult and time consuming to implement , making complex workflows difficult to recreate for initial config.”
Ben W.
Project Analyst
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”
Dan W.
Owner
“The customer service is absolutely atrocious.”
Dan W.
Owner
“Failed to refund unauthorized charges.”
KA
Kat A.
Sales- Sr Loan Officer
- Vendor responds to reviews
- Last review3 days ago
- Vendor responds to reviews
- Last review2 months ago
Key features
- Total features180
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Admissions Management
- Alerts/Escalation
- Alerts/Notifications
- Alumni Management
- Amortization Schedule
- Application Management
- Appointment Management
- Appointment Scheduling
- Assessment Management
- Asset Lifecycle Management
- Attendance Tracking
- Audit Trail
- Automated Routing
- Batch Processing
- Billing & Invoicing
- Bookstore Management
- Borrower Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Cafeteria Management
- Calculators
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Candidate Management
- Cash Flow Analysis
- Catalog Management
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commercial Mortgages
- Commercial Property Management
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Credit Reporting
- Critical Date Alerts
- Curriculum Management
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Management
- Customer Portal
- Customer Segmentation
- Customer Social Profiles
- Customer Statements
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Electronic Applications
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Escrow Management
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Facility Management
- Fee Management
- Feedback Management
- Field Sales Management
- File Sharing
- Financial Aid Management
- Financial Management
- For AEC Industry
- For Appraisers
- For Borrowers
- For Brokers
- For Financial Institutions
- For Healthcare
- For Higher Education
- For Insurance Industry
- For Investors & Traders
- For Mac Devices
- For Nonprofits
- For Property Managers
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Full Text Search
- Fundraising Management
- Gamification
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Government Loans
- Graphical Data Presentation
- HUD Settlement Statements
- Help Desk Management
- Housing Management
- Incentive Management
- Independent/Private
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Lender Search
- Library Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Branch
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Company
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Online Applications
- Online Calendar
- Online Payments
- Opportunity Management
- Outsource Processing
- Parent/Student Portal
- Payment Processing
- Payment Tracking
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Promissory Notes
- Property Database
- Property Tax Management
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Rewards Management
- Role-Based Permissions
- SMS Messaging
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- 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
- eCommerce Management
- Total features163
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Admissions Management
- Alerts/Escalation
- Alerts/Notifications
- Alumni Management
- Amortization Schedule
- Application Management
- Appointment Management
- Appointment Scheduling
- Assessment Management
- Asset Lifecycle Management
- Attendance Tracking
- Audit Trail
- Automated Routing
- Batch Processing
- Billing & Invoicing
- Bookstore Management
- Borrower Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Cafeteria Management
- Calculators
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Candidate Management
- Cash Flow Analysis
- Catalog Management
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commercial Mortgages
- Commercial Property Management
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Credit Reporting
- Critical Date Alerts
- Curriculum Management
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Management
- Customer Portal
- Customer Segmentation
- Customer Social Profiles
- Customer Statements
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Electronic Applications
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Escrow Management
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Facility Management
- Fee Management
- Feedback Management
- Field Sales Management
- File Sharing
- Financial Aid Management
- Financial Management
- For AEC Industry
- For Appraisers
- For Borrowers
- For Brokers
- For Financial Institutions
- For Healthcare
- For Higher Education
- For Insurance Industry
- For Investors & Traders
- For Mac Devices
- For Nonprofits
- For Property Managers
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Full Text Search
- Fundraising Management
- Gamification
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Government Loans
- Graphical Data Presentation
- HUD Settlement Statements
- Help Desk Management
- Housing Management
- Incentive Management
- Independent/Private
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Lender Search
- Library Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Branch
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Company
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Online Applications
- Online Calendar
- Online Payments
- Opportunity Management
- Outsource Processing
- Parent/Student Portal
- Payment Processing
- Payment Tracking
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Promissory Notes
- Property Database
- Property Tax Management
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Rewards Management
- Role-Based Permissions
- SMS Messaging
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- 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
- eCommerce Management
Integrations
- Total integrations67
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- BombBomb
- Box
- Clio
- Docusign
- Dropbox
- Eventbrite
- Filevine
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Workspace
- HubSpot CRM
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- Stripe
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
- Total integrations8
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- BombBomb
- Box
- Clio
- Docusign
- Dropbox
- Eventbrite
- Filevine
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Workspace
- HubSpot CRM
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- Stripe
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
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