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Shape Software VS PersistIQ

Compare Shape Software VS PersistIQ and see what are their differences

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?
PersistIQ

It takes multiple touch points before a lead engages. PersistIQ automates the tedious parts while preserving the key human elements of sales

Rating
0 reviews
Promote on VibeVoted
Alternatives Is it good?
LineHQ.co.uk
UK virtual numbers that forward to any phone, with recording, voicemail-to-email and prepaid billing. Local, 07 mobile, 0800 and 03 lines from £4.99/mo. sponsored

Which is more popular?

Based on our record, Shape Software seems to be more popular. It has been mentioned 1 time since March 2021.

social mentions
1 vs 0
CRM popularity
26% vs 74%
alternatives listed
42 vs 213

Base details

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

Shape Software
PersistIQ
Website setshape.com persistiq.com
Pricing
Paid Official pricing
Official pricing
Company Startup from the United States · 100 - 249 employees —
Listed in
CRM Loan Management Mortgage Management Mortgage CRM Marketing Automation Sales Automation Lead Management CRM Software +5
Sales Sales Automation Sales Workflow CRM +1

About Shape Software and PersistIQ

In their own words, as submitted to SaaSHub.

Shape Software
PersistIQ

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

No description of PersistIQ yet.

Features and specs

What each product offers, as listed by its team.

Shape Software 9 features
PersistIQ 5 features
  • 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.
  • Ease of Use
    PersistIQ offers an intuitive interface that is easy to navigate, even for users who are not particularly tech-savvy, making it a user-friendly option for sales teams.
  • Personalization
    The platform allows for highly personalized email campaigns, which can help increase engagement and response rates from prospects.
  • Integration
    PersistIQ easily integrates with popular CRM tools like Salesforce, which streamlines workflow and data management.
  • Automated Sequences
    The software includes features for setting up automated email sequences, saving time and allowing for consistent follow-ups with prospects.
  • Analytics and Reporting
    Users have access to robust analytics and reporting tools that can track engagement metrics, allowing for data-driven decisions.

Possible disadvantages

  • Price
    PersistIQ can be relatively expensive compared to other sales engagement platforms, which may be a barrier for smaller businesses or startups.
  • Limited Customization
    Some users have reported that customization options are somewhat limited, which can be a downside for teams with specific needs.
  • Learning Curve for Advanced Features
    While the basic features are easy to use, the more advanced functionalities may require a learning curve, making it challenging for some users to fully utilize the platform.
  • Email Deliverability
    Some users have experienced issues with email deliverability, which can impact the success of campaigns.
  • Customer Support
    Customer support feedback has been mixed, with some users finding the support responsive and helpful while others have reported delays and insufficient assistance.

Analysis

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

Shape Software
PersistIQ

No analysis of Shape Software yet.

Overall verdict

  • PersistIQ is a strong option for sales teams looking to streamline their outbound sales processes. Its combination of features and integrations make it a robust tool for improving sales productivity.

Why this product is good

  • PersistIQ is widely considered to be a good tool due to its user-friendly interface, powerful automation capabilities, and seamless integration options with other CRM and sales tools. It’s particularly appreciated for its ease of use, which enables sales teams to efficiently manage their outreach campaigns and personalize communications at scale.

Recommended for

    PersistIQ is recommended for small to medium-sized businesses, startups, and sales teams who require an easy-to-use platform for managing email campaigns and automating follow-ups. It is particularly suited for companies seeking to enhance their sales engagement with personalized outreach and effective pipeline management.

Videos

Walkthroughs and reviews on video.

Shape Software 1 video + Add
PersistIQ 3 videos + Add

Shape Quick Demo

Episode 154: PersistIQ: The Answer for Outbound Sales Reps’ Productivity w/ Pouyan Salehi

More videos

  • - Uplevel Your Prospecting With PersistIQ and Copper (formerly ProsperWorks)
  • - Stack Highlight Copper + PersistIQ

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
Shape Software
PersistIQ
26% 26%
CRM
74% 74%
0% 0%
Sales
100% 100%
100% 100%
Mortgage CRM
0% 0%
0% 0%
Sales Automation
100% 100%

Questions & Answers

As answered by people managing Shape Software and PersistIQ.

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 Shape Software and PersistIQ. For example, how are they different and which one is better?

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Social recommendations and mentions

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

Shape Software 1 mention
PersistIQ 0 mentions
  • 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

Tracking PersistIQ since Mar 2021.

Alternatives to Shape Software and PersistIQ

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

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