OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Shape CRM review: 54 specs compared

Starting price:99 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Shape CRM Review: Compare 54 technical specifications to see how this product ranks in the CRM Software category and whether it is worth buying.

Shape CRM
8.0/10

Overall score

Score
8.0/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 73% of models
Score components

40%

8.8

Technical score

30%

?

Reviews scoreNot enough data yet, so we use 7.6, the mark of a weaker model in this category

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 73% of CRM software
8.8

Technical score

Technical score
8.8/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 85% of models
Score components

25%

7.2

Product & Pricing

25%

9.5

Core CRM

20%

10

Sales & Automation

15%

9.0

Integrations & Access

15%

8.5

Security & Deployment

â–²Better than 85%
?

Reviews score

Reviews score
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Grades by review (0)
We have not found an independent test of this model yet. Until we do, its review part counts as 7.6.
User ratings collected online are not part of this score.
No expert tests yet
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.
Loading category ranking...

CRM Software product ranking

Ranked #65 of 242 products in CRM Software (Overall score)

Technical Specifications of CRM platform Shape CRM

Technical score
Technical score
8.8/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 85% of models
Score components:

25%

7.2

Product & Pricing

25%

9.5

Core CRM

20%

10

Sales & Automation

15%

9.0

Integrations & Access

15%

8.5

Security & Deployment

8.8
Reviews score
7.6
List score
?
Starting price
99 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 99 USD/user/mo, which is higher than that of 85.5% of CRM platforms and equal to that of 6.6% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Omnichannel lead capture from landing pages, webhooks, and loan portals.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Customizable sales pipelines with automated stage progressions.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
AI-assisted communication and email generation.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Multi-channel workflow automation and trigger actions.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Predictive lead scoring based on interaction history.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Integrations with Zapier and industry mortgage LOS platforms.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Shape mobile app on iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Single sign-on supported for enterprise teams.
Security certifications
SOC 2, HIPAA
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based security groups and granular permissions.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Complete administrative audit trail of user activities.
Supported operating systems
Web, iOS, Android
Show more

Shape CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on supported for enterprise teams.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    AI-assisted communication and email generation.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom records and loan/property object structures.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Omnichannel messaging across SMS, email, and phone.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Territory, zip code, and round-robin lead routing.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Predictive lead scoring based on interaction history.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated sales cadences across email, SMS, and ringless voicemail.
  • 3.5% better value for money
    Shape CRM offers better value for money than the average CRM platform (8.63 vs 8.3).
    8.63 vs 8.34
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom records and loan/property object structures.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Territory, zip code, and round-robin lead routing.
  • Offers real estate features or templates
    This CRM platform offers real estate features or templates, while the average CRM platform does not. 11.3% of CRM platforms offer this support.
    Specialized templates and workflow automations for real estate and mortgage brokers.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client portal for document upload and deal tracking.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    AI-assisted communication and email generation.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Predictive lead scoring based on interaction history.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated sales cadences across email, SMS, and ringless voicemail.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Built-in email and SMS marketing campaigns.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Native payment processing integration.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Integrated VoIP calling, call recording, and power dialer.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Integrated e-signatures on proposals and loan documents.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Omnichannel messaging across SMS, email, and phone.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on supported for enterprise teams.
  • 60 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Shape CRM
    the average CRM platform
    Shape CRM has a higher starting price than the average CRM platform (99 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    99 USD/user/mo vs 39 USD/user/mo
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4
  • 60 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Shape CRM
    the average CRM platform
    Shape CRM has a higher starting price than the average CRM platform (99 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    99 USD/user/mo vs 39 USD/user/mo
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4

Third-party reviews

What we like about Shape CRM

  • Dedicated real estate modules with property inventory tracking, buyer-seller matching, and closing pipelines.
  • Built-in AI assistant for conversation summaries and draft creation, paired with multi-step workflow triggers.
  • Integrated calling dialer with one-click calling, automatic interaction logging, and voicemail drops.
  • Relational data modeling supporting custom entities and tailored associations beyond basic accounts and deals.
  • Enterprise identity security with SAML Single Sign-On and granular role-based permissions regulating workspace visibility.

What we don't like about Shape CRM

  • Substantial initial commitment starting around $99/user/month, with advanced reporting reserved for top tiers.
  • Granular role-based permission tiers and advanced reporting customization require upgrading to premium subscriptions.
  • Built-in billable time tracking is absent, necessitating dedicated time-tracking software for professional billing.
  • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

Verdict

Shape CRM is a cloud-based CRM platform engineered by Shape to streamline multi-stage deal tracking, contact organization, and commercial pipelines. At its core, the software centralizes lead qualification, company dossiers, and customizable data fields within an intuitive visual interface. Integrated communication tools facilitate email synchronization, automated follow-up sequences, and activity logging with integrated telephony and smart dialing alongside AI-assisted lead scoring. Teams benefit from native mobile applications for field updates, customizable dashboards for sales forecasting, and extensive REST API connectivity. On the other hand, the platform lacks a permanent free plan, requiring an entry investment starting around $99 per user monthly, while advanced analytics require higher-tier subscriptions. Overall, it represents a dependable choice for growing B2B sales organizations seeking structured deal execution and reliable team collaboration.

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