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Salesforce VS Shape Software

Compare Salesforce VS Shape Software and see what are their differences

Salesforce

CRM software solutions and enterprise cloud computing from salesforce.com, the leader in CRM and platform as a service.

Rating
5.0 · 1 review
Promote on VibeVoted
Alternatives Is it good?
Shape Software

Shape CRM is an AI Powered Sales and Marketing Automation Platform that helps you convert more leads and grow your business profitably.

Rating
0 reviews
Pricing
Paid
Promote on VibeVoted
Alternatives Is it good?
Sales Blueprint Architect
Close More Business sponsored

Which is more popular?

Based on our record, Salesforce seems to be a lot more popular than Shape Software. While we know about 62 links to Salesforce, we've tracked only 1 mention of Shape Software.

social mentions
62 vs 1
CRM popularity
99% vs 1%
alternatives listed
240+ vs 42

Base details

Website, pricing, platforms and company facts side by side.

Salesforce
Shape Software
Website salesforce.com setshape.com
Pricing
Official pricing
Paid Official pricing
Company Startup from the United States Startup from the United States · 100 - 249 employees
Listed in
Sales CRM Contact Management Sales Workflow Marketing Tools +2
CRM Loan Management Mortgage Management Mortgage CRM Marketing Automation Sales Automation Lead Management CRM Software +5

About Salesforce and Shape Software

In their own words, as submitted to SaaSHub.

Salesforce
Shape Software

No description of Salesforce yet.

Shape Software is an all-in-one CRM and automation platform designed to help businesses manage leads, conversations, and customer relationships more efficiently. It brings sales, marketing, and communication tools into a single, easy-to-use system that helps teams respond faster, stay organized,...

Read more about Shape Software

Features and specs

What each product offers, as listed by its team.

Salesforce 5 features
Shape Software 9 features
  • Customizability
    Salesforce offers a high degree of customizability, allowing businesses to tailor the platform to meet their specific requirements through custom objects, workflows, and apps.
  • Comprehensive Suite
    The platform provides a wide range of integrated tools for CRM, marketing, sales, service, and more, making it a one-stop solution for various business needs.
  • Third-Party Integrations
    Salesforce supports a vast array of third-party integrations, enabling businesses to seamlessly connect other applications and services they use.
  • User Community and Support
    Salesforce has a large, active user community and extensive support resources, including documentation, webinars, and a customer success team.
  • Scalability
    The platform is highly scalable, making it suitable for businesses of all sizes, from small startups to large enterprises.

Possible disadvantages

  • Cost
    Salesforce can be expensive, particularly for small businesses, as the pricing model includes various modules and add-ons that can add up quickly.
  • Complexity
    The platform's extensive features can make it complex and challenging to navigate, requiring significant training and a learning curve for users.
  • Customization Requires Expertise
    While Salesforce is highly customizable, making full use of this capability often requires specialized knowledge or hiring certified Salesforce consultants.
  • Performance Issues
    Some users have reported performance issues, particularly during peak usage times, which can impact business operations.
  • Overwhelming Options
    The sheer number of features and options available can be overwhelming, which can make decision-making and implementation time-consuming.
  • Easy to Use
    Shape CRM is ready out of the box with its user-friendly interface, making it simple to use even with minimal technical skills.
  • Comprehensive Suite
    The platform has a large suite of marketing, sales, CRM and lead management tools, making in a one stop solution for most business needs.
  • Support & Training
    Shape offers extensive support and training resources including daily live webinars, comprehensive resource library, support and customer success teams.
  • Omnichannel Communication
    Phone, Email and Texting in natively built into our platform offering robust communication options.
  • Lead Management
    Shape has a complete suite of lead management tools including lead distribution, leads scoring, lead prioritization and customizable drip campaigns.
  • Detailed Reporting
    Shape CRM's reporting suite provides detailed, customizable reporting that helps track performnce and allows for data-driven decision making.
  • AI Drive Automation
    AI Insights and Shape IQ offer the ability to score, transcribe, summarize and notate next steps automatically.
  • Customizations
    Easily configure Shape to our desired work flow. Integrate over 5,000 3rd party apps to enhance your user experience.
  • Cutting Edge Technology
    Will over 1,000 product enhancements annually, Shape is constantly pushing to provide you with the must cutting edge technology available.

Analysis

An editorial look at what each product does well and who it suits.

Salesforce
Shape Software

Overall verdict

  • Salesforce is generally considered a good choice for businesses seeking a robust and flexible CRM solution, though it is important for each organization to evaluate their specific needs and budget before committing.

Why this product is good

  • Salesforce is a leading customer relationship management (CRM) platform known for its comprehensive set of cloud-based tools that help businesses manage their customer data, sales processes, and marketing efforts.
  • It offers scalability, allowing businesses to start with basic functionalities and expand as needed.
  • The platform provides a wide range of integrations and customizations, enabling it to work well with various business applications and workflows.
  • Salesforce has an active user community and strong support networks, making it easier for organizations to adopt and troubleshoot the system.

Recommended for

  • Businesses looking for a scalable and customizable CRM platform.
  • Organizations that require a comprehensive suite of cloud-based sales, service, marketing, and collaboration tools.
  • Companies that want to leverage AI-driven insights and analytics to enhance customer relationships.
  • Enterprises with complex integrations requirements or specific customization needs.

No analysis of Shape Software yet.

Videos

Walkthroughs and reviews on video.

Salesforce 9 videos + Add
Shape Software 1 video + Add

Frustrated Review of Salesforce.com 2019 for Small to Medium Business

More videos

  • - HubSpot vs. Salesforce
  • - Salesforce CRM - Detailed Review of The CRM Giant (2019)
  • - Independent Review of Salesforce CRM Software
  • - Salesforce CRM Review 2021 Small Business
  • - What is Salesforce (and why is it so good)?
  • - Salesforce Review 2023 | CRM Software Analyst's Pros/Cons [1/3]
  • - What is Salesforce? | Salesforce in 7 Minutes | Introduction to Salesforce | Simplilearn

Shape Quick Demo

Category popularity

How often each product is chosen within a category, 0–100% relative to the other.

Score bands 0–20 21–40 41–50 51–60 61–100
Salesforce
Shape Software
99% 99%
CRM
1% 1%
100% 100%
Sales
0% 0%
0% 0%
Mortgage CRM
100% 100%
100% 100%
Sales Workflow
0% 0%

Questions & Answers

As answered by people managing Salesforce and Shape Software.

What makes your product unique?

Shape Software's answer:

Shape Software is purpose-built for highly regulated industries like mortgage and insurance, combining CRM, automation, and AI in one unified platform. Unlike generic CRMs, it is designed to handle high-volume leads with speed, structure, and compliance. Built-in AI voice and text agents automate outreach and follow-up, while fully customizable workflows mirror real sales and operational processes. Shape also offers deep integrations with loan origination systems and lead sources, ensuring seamless data flow. With strong data security, full data ownership, and enterprise-grade scalability, Shape supports revenue-driven teams from small operations to large organizations.

Why should a person choose your product over its competitors?

Shape Software's answer:

A person should choose Shape Software because it makes managing leads, follow-ups, and customer relationships simple and efficient. Unlike many CRMs, Shape brings CRM tools, automation, and AI together in one easy-to-use platform. It helps teams respond faster, stay organized, and never miss opportunities with built-in AI voice and text tools. Shape also connects easily with other systems and data sources, so everything stays in one place. As teams grow, Shape scales with them while remaining intuitive and reliable.

How would you describe the primary audience of your product?

Shape Software's answer:

The primary audience of Shape Software includes sales-driven teams and businesses that rely on leads, follow-up, and strong customer relationships. It is designed for organizations that want a simple way to manage conversations, automate outreach, and stay organized. Shape works well for small teams, growing businesses, and large companies that need flexibility as they scale. The platform supports users who value speed, clarity, and efficiency in their daily workflows.

What's the story behind your product?

Shape Software's answer:

Shape Software was created to solve the common problems teams face when managing leads, follow-ups, and customer communication. The founders saw that many CRMs were too complex, disconnected, or not built for real daily workflows. Shape was designed to bring everything into one platform that is powerful but easy to use. Over time, it evolved to include automation and AI to help teams work faster and smarter. Today, Shape continues to focus on helping businesses grow through better organization, communication, and efficiency.

Which are the primary technologies used for building your product?

Shape Software's answer:

Shape Software is built using modern cloud-based technologies designed for speed, reliability, and scalability. The platform uses secure infrastructure to handle large data volumes and real-time activity. Automation and AI technologies power intelligent workflows, messaging, and voice interactions. Open APIs enable seamless integrations with third-party tools and data sources. Together, these technologies ensure Shape remains fast, flexible, and easy to use as teams grow.

Who are some of the biggest customers of your product?

Shape Software's answer:

Shape Software does not publicly list major enterprise customers on its website. However, Shape is widely used by businesses that need CRM, marketing automation, and communication tools across several industries. Users include companies in mortgage, insurance, real estate, education, HVAC, and construction, among others. Thousands of businesses rely on Shape to manage leads, communications, and sales workflows in one unified platform.

User comments

Share your experience with using Salesforce and Shape Software. For example, how are they different and which one is better?

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Reviews and articles

External articles and on-site reviews we used to compare the two products.

Salesforce 5.0 · 1 review
Shape Software no reviews yet
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    mriacrm.com · May 2025

    Some teams start with custom Jira setups—relying on issue types, fields, and automations to simulate CRM behavior. Others turn to Atlassian Marketplace apps that promise a native CRM in Jira. And still others connect...

  • super
    SaaSHub review
    · Jan 2025

    Salesforce is a powerful customer relationship management (CRM) platform, and I have been using it for business for several months now. Overall, I am pleased with the functionality and capabilities it provides. Pros:...

View more

We have no reviews of Shape Software yet. Be the first one to post

Social recommendations and mentions

Recommendations tracked on public social media and blogs since March 2021.

Salesforce 62 mentions
Shape Software 1 mention
  • Salesforce Development Company
    Pletra Technology is a prominent Salesforce Implementation and Development company with the expertise needed to drive Salesforce-powered change in your enterprise. Using the Salesforce.com platform effectively, our consultants can help... Source: over 3 years ago
  • MyDMV Portal has a really suspicious address.
    Maybe I'm just paranoid, but this thing screams "phishing link" to me. Why is this not a subdomain of flhmsv.gov ? Why is it a dot com?? I'd heard things about there being malicious links inserted into legit websites through either a... Source: over 3 years ago
  • Etrade hangs on login and other pages
    I noticed when I click on manage cookies there is salesforce.com and a few others that I am not sure what they are trying to do but I am sure they have nothing to do with trading. Source: over 3 years ago

View more

  • White label Software a boon for freelance coders
    Selling White label software is the latest trend helping freelance coders who have built their name in terms of coding rake in the revenue they have always dreamt of. Even established organizations that have a big name and an established... Source: almost 5 years ago

Alternatives to Salesforce and Shape Software

When comparing Salesforce and Shape Software, you can also consider the following products.

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