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Methodology
Shape
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At a Glance
Overview
Shape is a cloud-based, all-in-one CRM platform combining sales, marketing, communications, automation, and AI. It centralizes lead capture, pipeline management, calls/texts/email in a unified inbox, marketing automation (drip campaigns, landing pages, social), reporting and dashboards, role-base... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
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Zoho CRM is a leading customer relationship management platform that businesses of all sizes can rely to manage sales, track marketing campaigns, and gain customer insight within a centralized, collaborative environment. Using Zoho CRM, users can set up and customize that platform according to th... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
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Pricing
Free trial available
Free plan available
Billing type
Recurring Subscription
Core
Contact Us
Complete
Contact Us
Enterprise
Contact Us
Free trial available
Free plan available
Unit
Seat
Billing type
Recurring Subscription
Standard
$14.00
per seat / month
Professional
$23.00
per seat / month
Enterprise
$40.00
per seat / month
Ultimate
$52.00
per seat / month
Pros and Cons
- Wide range of features in one platform: CRM + sales + marketing + communications + AI
- Flexible, modular pricing with add-ons and scalable enterprise options
- Strong AI capabilities: automated calling, texting, scoring, insights
- Good support and onboarding resources (guides, webinars, video tutorials)
- Mobile app enabling work on the go
- Pricing not fully transparent; Core/Complete/Enterprise require quotes
- Advanced features (branching, custom UI) are add-ons for lower tiers
- No publicly confirmed multi-language/localization support
- No on-premises or offline deployment option stated
- Mobile app reviews appear mixed (low Android rating noted)
- Extensive omnichannel customer support via live chat, phone and email
- High-level automation options for various sales tasks
- Tons of integrations with third-party tools like Outlook and LinkedIn
- Mobile version with access to visual reports
- Data security, integrity, and regulatory compliance built-in
- Not the best tutorials for beginners
- Integrations can be a little clunky
Reviewer's Segments
Insufficient data to show segment split
Small Business
63.58%
Mid Market
29.86%
Enterprise
6.56%
Deployment
- Cloud based
- Desktop based
- Mobile based
- On-premise
- Cloud based
- Desktop based
- Mobile based
- On-premise
Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
Training
- Documentation
- Live Online
- Videos
- Webinars
- Documentation
- Live Online
- Videos
- Webinars
Integrations
Total integrations:
5
- Acquire.io
- AliveChat
- ApexChat
- Apollo.io
- Appy Pie
- BigCommerce Enterprise
- Bigin by Zoho CRM
- Bookyourdata
- Brevo Marketing Platform
- Browse AI
- BuiltWith
- Calendar
- Calendly
- Campayn
- Chat2Desk
- Clappia
- Claritysoft
- Click2Magic
- ClickSend
- Creatio
- Deskxpand
- Diginius Insight
- DocuSign
- Domain.com
- Folderly
- Genesis Pro
- GoTo Connect
- GoToMeeting
- Goolara Symphonie
- Hunter
- Incrowd Interview
- Instapage
- Involve.Me
- JangoMail
- JivoChat
- Jotform
- Jotform Tables
- Kissflow
- KrispCall
- Landbot
- LeadIQ
- Lindy
- Lyne.ai
- MCA Suite
- Mailture
- Make
- MeetGeek
- MyOwnConference
- Network Solutions
- Nextiva
- Ninja Outreach
- Overloop
- Parallels Desktop For Mac
- Personio
- Pinpointe On-Demand
- Podium
- Postmark
- Provide Support Live Chat
- QuickBooks Desktop Pro
- QuickBooks Desktop for Mac
- Quo
- Rewind AI
- Ring Central
- RingCentral MVP
- Salesmsg
- Seamless.AI
- Shift4Shop
- Skuid
- Slack
- Smith.ai Live Website Chat
- SupportBee
- SurveySparrow
- Textdrip
- Tidio
- UENI
- Unbounce
- Userlike
- Wati
- Xperify
- Zapier
- Zendesk Support Suite
- Zoho Assist
- Zoho Bookings
- Zoho Campaigns
- Zoho Creator
- Zoho Expense
- Zoho Inventory
- Zoho Invoice
- Zoho Mail
- Zoho Marketing Automation
- Zoho People
- Zoho Projects
- Zoho Sign
- Zoho Social
- Zoho Sprints
- ZoomInfo
- airSlate
Total integrations:
92
- Acquire.io
- AliveChat
- ApexChat
- Apollo.io
- Appy Pie
- BigCommerce Enterprise
- Bigin by Zoho CRM
- Bookyourdata
- Brevo Marketing Platform
- Browse AI
- BuiltWith
- Calendar
- Calendly
- Campayn
- Chat2Desk
- Clappia
- Claritysoft
- Click2Magic
- ClickSend
- Creatio
- Deskxpand
- Diginius Insight
- DocuSign
- Domain.com
- Folderly
- Genesis Pro
- GoTo Connect
- GoToMeeting
- Goolara Symphonie
- Hunter
- Incrowd Interview
- Instapage
- Involve.Me
- JangoMail
- JivoChat
- Jotform
- Jotform Tables
- Kissflow
- KrispCall
- Landbot
- LeadIQ
- Lindy
- Lyne.ai
- MCA Suite
- Mailture
- Make
- MeetGeek
- MyOwnConference
- Network Solutions
- Nextiva
- Ninja Outreach
- Overloop
- Parallels Desktop For Mac
- Personio
- Pinpointe On-Demand
- Podium
- Postmark
- Provide Support Live Chat
- QuickBooks Desktop Pro
- QuickBooks Desktop for Mac
- Quo
- Rewind AI
- Ring Central
- RingCentral MVP
- Salesmsg
- Seamless.AI
- Shift4Shop
- Skuid
- Slack
- Smith.ai Live Website Chat
- SupportBee
- SurveySparrow
- Textdrip
- Tidio
- UENI
- Unbounce
- Userlike
- Wati
- Xperify
- Zapier
- Zendesk Support Suite
- Zoho Assist
- Zoho Bookings
- Zoho Campaigns
- Zoho Creator
- Zoho Expense
- Zoho Inventory
- Zoho Invoice
- Zoho Mail
- Zoho Marketing Automation
- Zoho People
- Zoho Projects
- Zoho Sign
- Zoho Social
- Zoho Sprints
- ZoomInfo
- airSlate
Top Alternatives
Categories
Common categories include: CRM Software.
Company Details
- By Shape Software Inc.
- Located in Irvine, California, USA
- Founded in 2009
- By Zoho Corporation
- Located in Chennai, Tamil Nadu
- Founded in 2000
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