Shape
The AI CRM your business has been waiting for.
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Shape Reviews — Pricing, Features & The Honest Take
Shape Overview
What is Shape?
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-based security, and extensive integrations (API, webhooks, Zapier). Shape targets small-to-large organizations and verticals such as mortgage, solar, and insurance, and offers mobile apps plus AI features like lead scoring, AI calling/texting bots, and AI insights.
| Company | Shape Software Inc. |
|---|---|
| Year founded | 2009 |
| Company size | 51-200 employees |
| Headquarters | Irvine, California, USA |
Shape Categories on Findstack
5.0
(1)
Free plan available
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What Shape is best for?
How does Shape compare to Pipedrive?
What are the pros and cons of Shape?
Shape Product Details
| Capabilities |
AI
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android |
| Support | Chat, Email/Help Desk, Knowledge Base, Phone Support |
| Training | Documentation, Live Online, Videos, Webinars |
| Languages | English |
Shape 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)
Shape Pricing
Shape Features
AI Call/Text Automations / Virtual Agent
AI Lead Scoring
API / Webhooks / Integrations
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Communications (Calls, SMS, Email unified inbox)
Contact / Company Database
Contact Management
Custom UI / Custom Fields / View Customizations
Customer Feedback Management
Customer Portal / Client-Facing Portal
Customer Segmentation
Customer Support / Ticket / Case Management
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Document Management Add-on
Document Storage / Templates
Drip Campaigns / Automation Sequences
Duplicate Management / Data Cleaning
E-Signing / Contract Signing
Email Integration / Tracking
Email Marketing
Email Marketing / Bulk Email Campaigns
Forecasting / Leaderboards / Team Performance Metrics
Integration Marketplace / Prebuilt Connectors
Integration with ERPs / Accounting
Landing Pages / Forms / Lead Capture
Lead / Prospect Management
Lead Management
Lead Management / Lead Routing
Live Chat
Marketing Automation
Marketing Automation / Mass Emailing
Mobile Access
Mobile App
Mobile App Support
Multi-Location / Branching Management
Multi-user / Team Collaboration / Roles
On-Premises Deployment
Open Source
Opportunity / Pipeline Management
Order Management
Pipeline / Opportunity Management
Product Catalog
Quotes/Proposals
Quoting & Invoicing
Recruitment / CV / Consultant Management
Reporting & Analytics
Reporting & Dashboards
Role-Based Access Control
Role-based permissions / User Roles & Security
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Social Media Posting / Scheduling
Survey Management
Task / Activity Management & Reminders
Task Management
Tasks & Activity Management (follow-ups, reminders)
Territory Management
Third-party Integrations
Trigger-Based Workflows
User Permissions
Workflow Automation
Shape Alternatives
Popular comparisons
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Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: July 29, 2026
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