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HubSpot CRM vs Shape Comparison

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Overview

Category Leaders

Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data

Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate,...

  • 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

ic-pricetag

No pricing info

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

Starting from

99

/user

Per month

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

User reviews

4.5

3.3K

5

4

3

2

1

2,029

1,045

176

37

15

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

4.9

33

5

4

3

2

1

31

1

0

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

Pros

The comprehensive database, the intuitive tools, the ease of deployment - all of these are appreciated about this product.

AR

Anonymous Reviewer

It is popular and used by a few other businesses that we know, so we considered it and the functionality is good.

CH

Cherie H.

Love the email tracking and wonderful having contacts all in the same place. As a solopreneur, it is like having a virtual assistant.

AR

Anonymous Reviewer

Pros

I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible.

WR

William R.

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.

JK

Joseph K.

It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.

KK

Karen K.

Cons

Also, there is a hard limit of 1,000 custom fields, which is not something you can even buy more of, which in my opinion is a severe limitation.

ZP

Zach P.

Lack of industry specific columns or trackers. Lack of customization to suit the needs of the industry I was in.
AvatarImg

Ryan C.

There have been multiple times where we lost data and data was unretrievable.

AR

Anonymous Reviewer

Cons

Terrible customer service glitchy and eSignature is garbage.

AR

Anonymous Reviewer

I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

CO

Charles O.

I really don't have a lot of bad experience with Shape Software.

PD

Patricia D.

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

Key features

  • Total features96
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Admissions Management
  • Alerts/Notifications
  • Alumni Management
  • Amortization Schedule
  • Application Management
  • Appointment Management
  • Appointment Scheduling
  • Assessment Management
  • Asset Lifecycle Management
  • Attendance Tracking
  • Audit Trail
  • Batch Processing
  • Billing & Invoicing
  • Bookstore Management
  • Borrower Management
  • CRM
  • Cafeteria Management
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Campaign Analytics
  • Campaign Management
  • Candidate Management
  • Cash Flow Analysis
  • Cataloging/Categorization
  • Chat/Messaging
  • Class Scheduling
  • Client Database
  • Client Management
  • Client Portal
  • Client Tracking
  • 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
  • Curriculum Management
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Statements
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deal Management
  • Digital Signature
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Escrow Management
  • Expense Tracking
  • FAQ
  • Facility Management
  • Faculty/Staff Management
  • Fee Management
  • Financial Aid Management
  • Financial Management
  • For Appraisers
  • For Borrowers
  • For Brokers
  • For Financial Institutions
  • For Investors & Traders
  • For Mac Devices
  • For Property Managers
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Full Text Search
  • Fundraising Management
  • Government Loans
  • HUD Settlement Statements
  • Higher Education
  • Housing 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 Segmentation
  • Lender Search
  • Library Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Mobile Access
  • Multi-Branch
  • Multi-Company
  • Online Applications
  • Online Calendar
  • Online Payments
  • Opportunity Management
  • Outsource Processing
  • Parent/Student Portal
  • Payment Processing
  • Payment Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Management
  • Pre-Qualification
  • Predictive Analytics
  • Pricing Management
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Database
  • Property Tax Management
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Referral Tracking
  • Refinance Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Residential Mortgages
  • Role-Based Permissions
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • School District
  • Scoring
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Special Education
  • Status Tracking
  • Strategic Planning
  • Student Information/Records
  • Student Portal
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Time Tracking
  • Transportation Management
  • Visual Presentation
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • XML / RSS
  • Total features166
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Admissions Management
  • Alerts/Notifications
  • Alumni Management
  • Amortization Schedule
  • Application Management
  • Appointment Management
  • Appointment Scheduling
  • Assessment Management
  • Asset Lifecycle Management
  • Attendance Tracking
  • Audit Trail
  • Batch Processing
  • Billing & Invoicing
  • Bookstore Management
  • Borrower Management
  • CRM
  • Cafeteria Management
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Campaign Analytics
  • Campaign Management
  • Candidate Management
  • Cash Flow Analysis
  • Cataloging/Categorization
  • Chat/Messaging
  • Class Scheduling
  • Client Database
  • Client Management
  • Client Portal
  • Client Tracking
  • 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
  • Curriculum Management
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Statements
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deal Management
  • Digital Signature
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Escrow Management
  • Expense Tracking
  • FAQ
  • Facility Management
  • Faculty/Staff Management
  • Fee Management
  • Financial Aid Management
  • Financial Management
  • For Appraisers
  • For Borrowers
  • For Brokers
  • For Financial Institutions
  • For Investors & Traders
  • For Mac Devices
  • For Property Managers
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Full Text Search
  • Fundraising Management
  • Government Loans
  • HUD Settlement Statements
  • Higher Education
  • Housing 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 Segmentation
  • Lender Search
  • Library Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Mobile Access
  • Multi-Branch
  • Multi-Company
  • Online Applications
  • Online Calendar
  • Online Payments
  • Opportunity Management
  • Outsource Processing
  • Parent/Student Portal
  • Payment Processing
  • Payment Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Management
  • Pre-Qualification
  • Predictive Analytics
  • Pricing Management
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Database
  • Property Tax Management
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Referral Tracking
  • Refinance Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Residential Mortgages
  • Role-Based Permissions
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • School District
  • Scoring
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Special Education
  • Status Tracking
  • Strategic Planning
  • Student Information/Records
  • Student Portal
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Time Tracking
  • Transportation Management
  • Visual Presentation
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

Integrations

  • Total integrations1043
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations10
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM