
Surefire CRM
Jungo
BNTouch Mortgage CRM
LoanOfficer.ai
ActiveCampaign
HubSpot
Velocify
Shape CRM is an AI Powered Sales and Marketing Automation Platform that helps you convert more leads and grow your business profitably.

Zoho CRM
Freshsales CRM
HubSpot
HubSpot CRM
Copper
Insightly
SugarCRM
Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Which is more popular?
Based on our record, Pipedrive should be more popular than Shape Software. It has been mentioned 2 times since March 2021.
Website, pricing, platforms and company facts side by side.
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| Website | setshape.com | pipedrive.com |
| Pricing | ||
| Platforms | — | |
| Company | Startup from the United States · 100 - 249 employees | Startup from the United States · 500 - 999 employees · 2011 |
| Listed in |
In their own words, as submitted to SaaSHub.


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,...
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.
What each product offers, as listed by its team.


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


No analysis of Shape Software yet.
Overall verdict
Why this product is good
Recommended for
Pipedrive 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.
Walkthroughs and reviews on video.
Shape Quick Demo
Pipedrive Review - Sales CRM Tool
More videos
How often each product is chosen within a category, 0–100% relative to the other.


As answered by people managing Shape Software and Pipedrive.
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.
Share your experience with using Shape Software and Pipedrive. For example, how are they different and which one is better?
External articles and on-site reviews we used to compare the two products.


We have no reviews of Shape Software yet. Be the first one to post
Switching Move from Pipedrive in an afternoon. 015 minutes Export from Pipedrive Download your people and organisations from Pipedrive as CSV files. Nothing changes on their side. 0210 minutes Map your columns Leadey...
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...
Next, we tried going outside the Atlassian ecosystem – using standalone CRMs like Zoho and Pipedrive. While these platforms were powerful, integrating them with Jira was costly, complex, and prone to syncing issues....
Recommendations tracked on public social media and blogs since March 2021.


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
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... Source: about 4 years ago
Pipedrive → 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... Source: over 4 years ago
When comparing Shape Software and Pipedrive, you can also consider the following products.

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A full-fledged CRM for high-velocity sales teams.
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BNTouch Mortgage CRM is a cloud-based platform that allows you to automate your marketing processes so that you are able to convert more leads and generate a large amount of revenue.
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Grow Better With HubSpot: Software that's powerful, not overpowering. Seamlessly connect your data, teams, and customers on one CRM platform that grows with your business.
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