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HubSpot CRM vs Shape Comparison (2026)
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Good recommendations?
HubSpot CRM
4.5
(4.4K)5
2.7K
4
1.3K
3
241
2
50
1
37
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Shape
4.6
(46)5
40
4
1
3
0
2
3
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Give your team more time with buyers. HubSpot Smart CRM is self-updating and helps keep customer records current and enriched, so reps can focus on the conversations that win deals. Permissions and governance ensure your data stays secure.
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
4.5
4.4K
5
4
3
2
1
2.7K
1.3K
241
50
37
- Value for money
- Ease of use
- Features
- Customer support
78%
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
“I appreciated HubSpot's user-friendly design, powerful automation workflows, robust reporting, and seamless alignment between marketing and sales teams.”
CG
Christian G.
Marketing Operations Manager
“It makes it easy to manage contacts, companies, deals, and communication history, giving the entire team clear visibility into customer interactions and sales activities.”
Andrea L.
Innovation Manager
“I can see conversations, update contact details, manage deals, and set follow-up reminders without switching between different tools.”
Ankith T.
Software Developer
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
“What followed was weeks of emails, transfers between Sales, Support, Billing, and Contract Management, repeated internal reviews, and ultimately a denial of our refund request.”
Jeff W.
Owner
“We strongly dispute HubSpot's characterization of what was represented during the sales process and have formally requested the sales call recordings and transcripts.”
Jeff W.
Owner
“The pricing structure is complex, and costs can escalate significantly as you add features, hubs, or users - making it difficult to predict what you'll actually end up paying.”
Krystal M.
People Operations
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 reviewa month ago
- Vendor responds to reviews
- Last review3 months ago
Key features
- Total features137
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Admissions Management
- Alerts/Notifications
- Alumni Management
- Amortization Schedule
- Application Management
- Appointment Scheduling
- Assessment Management
- Asset Lifecycle Management
- Attendance Tracking
- Audience Targeting
- Audit Trail
- Autonomous Task Execution
- Batch Processing
- Billing & Invoicing
- Bookstore Management
- Borrower Management
- Brand Tracking
- Breadth of Partner Applications
- Business Card/Badge Scanning
- CRM
- Cafeteria Management
- Calculators
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Call Center Management
- Campaign Management
- Candidate Management
- Case Management
- Cash Flow Analysis
- Catalog Management
- Channel 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
- Contract/License Management
- Credit Reporting
- Critical Date Alerts
- Cross-system Integration
- Curriculum Management
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer History
- Customer Journey Mapping
- Customer Management
- Customer Portal
- Customer Segmentation
- Customer Social Profiles
- Customer Statements
- Customer Support
- Customer Support Portal
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Digital Signature
- Document & Content Mgmt.
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Signature
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Escrow Management
- Event Triggered Actions
- Expense Tracking
- Facility Management
- Fee Management
- Field Sales Management
- File Management
- Financial Aid Management
- Financial Management
- For Appraisers
- For Borrowers
- For Brokers
- For Higher Education
- For Investors & Traders
- For Mac Devices
- For Property Managers
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Full Text Search
- Fundraising Management
- Gamification
- Generative AI
- Government Loans
- HUD Settlement Statements
- Housing Management
- Independent/Private
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Invoice Management
- Knowledge Base
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lender Search
- Library Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Marketing ROI Analytics
- Mobile Access
- Mobile App
- Mobile User Support
- Monitoring
- Multi-Branch
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-Company
- Multi-step Planning
- Natural Language Interaction
- Online Applications
- Online Calendar
- Online Payments
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Outsource Processing
- Parent/Student Portal
- Partner Relationship Mgmt. (PRM)
- Payment Processing
- Payment Tracking
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Product Catalog
- Progress Tracking
- Promissory Notes
- Property Database
- Property Tax Management
- Proposal Generation
- Prospecting Tools
- Quote & Order Management
- Quotes/Estimates
- Real-Time Data
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Role-Based Permissions
- SMS Messaging
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Sandbox / Test Environments
- Scheduling
- School District
- Scoring
- Search/Filter
- Segmentation
- Self Service Portal
- Sentiment Analysis
- Shared Contacts
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Special Education
- Status Tracking
- Strategic Planning
- Student Portal
- Support Analytics
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third Party Loan Origination
- Third-Party Integration
- Third-Party Integrations
- Time Tracking
- Transportation Management
- User, Role, and Access Management
- Visual Presentation
- Web-based Deployment
- Workflow Capability
- Workflow Management
- Total features163
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Admissions Management
- Alerts/Notifications
- Alumni Management
- Amortization Schedule
- Application Management
- Appointment Scheduling
- Assessment Management
- Asset Lifecycle Management
- Attendance Tracking
- Audience Targeting
- Audit Trail
- Autonomous Task Execution
- Batch Processing
- Billing & Invoicing
- Bookstore Management
- Borrower Management
- Brand Tracking
- Breadth of Partner Applications
- Business Card/Badge Scanning
- CRM
- Cafeteria Management
- Calculators
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Call Center Management
- Campaign Management
- Candidate Management
- Case Management
- Cash Flow Analysis
- Catalog Management
- Channel 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
- Contract/License Management
- Credit Reporting
- Critical Date Alerts
- Cross-system Integration
- Curriculum Management
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer History
- Customer Journey Mapping
- Customer Management
- Customer Portal
- Customer Segmentation
- Customer Social Profiles
- Customer Statements
- Customer Support
- Customer Support Portal
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Digital Signature
- Document & Content Mgmt.
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Signature
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Escrow Management
- Event Triggered Actions
- Expense Tracking
- Facility Management
- Fee Management
- Field Sales Management
- File Management
- Financial Aid Management
- Financial Management
- For Appraisers
- For Borrowers
- For Brokers
- For Higher Education
- For Investors & Traders
- For Mac Devices
- For Property Managers
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Full Text Search
- Fundraising Management
- Gamification
- Generative AI
- Government Loans
- HUD Settlement Statements
- Housing Management
- Independent/Private
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Invoice Management
- Knowledge Base
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lender Search
- Library Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Marketing ROI Analytics
- Mobile Access
- Mobile App
- Mobile User Support
- Monitoring
- Multi-Branch
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-Company
- Multi-step Planning
- Natural Language Interaction
- Online Applications
- Online Calendar
- Online Payments
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Outsource Processing
- Parent/Student Portal
- Partner Relationship Mgmt. (PRM)
- Payment Processing
- Payment Tracking
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Product Catalog
- Progress Tracking
- Promissory Notes
- Property Database
- Property Tax Management
- Proposal Generation
- Prospecting Tools
- Quote & Order Management
- Quotes/Estimates
- Real-Time Data
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Role-Based Permissions
- SMS Messaging
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Sandbox / Test Environments
- Scheduling
- School District
- Scoring
- Search/Filter
- Segmentation
- Self Service Portal
- Sentiment Analysis
- Shared Contacts
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Special Education
- Status Tracking
- Strategic Planning
- Student Portal
- Support Analytics
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third Party Loan Origination
- Third-Party Integration
- Third-Party Integrations
- Time Tracking
- Transportation Management
- User, Role, and Access Management
- Visual Presentation
- Web-based Deployment
- Workflow Capability
- Workflow Management
Integrations
- Total integrations189
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- BombBomb
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- ChartMogul
- ClearVoice
- ClickUp
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Direct Mail
- Dotdigital
- Drip
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease.io
- Efficy CRM
- Emma by Marigold
- Eventbrite
- Filevine
- Formstack Forms
- FreshBooks
- Freshsales
- Front
- FullContact
- GTM Workspace - Powered by ZoomInfo
- GetResponse
- Getsitecontrol
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Google Workspace
- Gravity Forms
- Grow
- Help Scout
- Helply
- Highrise
- Hotjar
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- SalesSeek
- Salesflare
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Stitch Labs
- Stripe Payments
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- Zoomph
- dotloop
- noCRM
- weclapp
- Total integrations8
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- BombBomb
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- ChartMogul
- ClearVoice
- ClickUp
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Direct Mail
- Dotdigital
- Drip
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease.io
- Efficy CRM
- Emma by Marigold
- Eventbrite
- Filevine
- Formstack Forms
- FreshBooks
- Freshsales
- Front
- FullContact
- GTM Workspace - Powered by ZoomInfo
- GetResponse
- Getsitecontrol
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Google Workspace
- Gravity Forms
- Grow
- Help Scout
- Helply
- Highrise
- Hotjar
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- SalesSeek
- Salesflare
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Stitch Labs
- Stripe Payments
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- Zoomph
- dotloop
- noCRM
- weclapp
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