Shape Software
Surefire CRM
Velocify
Jungo
BNTouch Mortgage CRM
Zoho CRM
Velocify by EllieMae
Copper
Pipedrive
Zoho CRM
Freshsales CRM
Copper
SugarCRM
Insightly
Alore CRM
Base CRM
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, and close more deals.
Built for growing teams and enterprise organizations alike, Shape combines flexibility, scalability, and powerful automation without the complexity of traditional CRMs.
Shape Software is ideal for businesses that want a powerful yet intuitive CRM to streamline operations, automate outreach, and drive consistent growth.
Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business. Sign up for a 14-day free trial.
Shape Software PipedrivePipedrive is recommended for small to medium-sized businesses (SMBs) and sales teams seeking a straightforward, affordable, and efficient tool to manage and improve their sales operations. Particularly, it suits teams that prioritize visual sales pipelines and require an easy learning curve.
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.
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.
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.
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.
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.
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.
We adopted Pipedrive for our sales team because we were looking for a CRM that was sales focused and didn't come with all the other unnecessary features and complexity of other solutions. We have been very happy with Pipedrive and our sales team consistently have good things to say about it. More importantly though our sales team do actually add and update the data which had been a problem with our previous CRM which was too complex and cumbersome to get regular useage. The reporting functionality is good too and I can get a clear view on deals and where they are up to.
Pipedrive has made our business much more efficient in following up deals. Keep track of deals, meetings, mails and phone calls all in one place. We can quickly follow up on offers and used Pipedrive's automations and API to integrate our Vizito trials directly into Pipedrive.
It offers the most flexibility while maintaining an easy-to-use interface and their support is superb!
Keep up the great work!
All alternatives are good but we prefer Pipedrive because of its great customization and most fit for company/business development.
Based on our record, Pipedrive should be more popular than Shape Software. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
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 brand are taking up the white label route to sell their merchandise in an effort to reach the deeper pockets of the unexplored markets where profitability is high and operating... Source: over 4 years ago
I feel like Microsoft could offer a more robust CRM than what's present with 'Contacts' under Outlook, and pretty easily. Something like Pipedrive... I mean it could syncronize all the datapoints that local Microsoft programs already have access to: mail, contacts, projects, teams, and LinkedIn. Source: over 3 years ago
Pipedrive โ our CRM for tracking leads, tasks, conversations, and deals. We chose Pipedrive because it does a good job of providing an intuitive and relatively simple CRM while still having enough features to track our sales conversations. Pricing is accessible. Source: over 4 years ago
Surefire CRM - Close More Loans & Build your Pipeline with Surefire CRM. Enterprise Marketing Automation & Compliance, Award Winning Content, Email, Text, Phone & Print
Zoho CRM - Omnichannel CRM for Businesses of all sizes
Velocify - Inside Sales Lead Tracking and Sales Team Management Software
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.
Jungo - CRM for Loan Officers
Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
