Compare Assembly and Shape Software 
At a Glance
Market Segments
Small-Business (96.5% of reviews)
Small-Business (60.3% of reviews)
Entry-Level Pricing
$39.00 Per Month
$119.00 Per Month
Assembly
Star Rating
(302)4.7 out of 5
Market Segments
Small-Business (96.5% of reviews)
Pros & Cons
Entry-Level Pricing
$39.00 Per Month
Free Trial is available
Browse all 4 pricing plansShape Software
Star Rating
(65)4.5 out of 5
Market Segments
Small-Business (60.3% of reviews)
Pros & Cons
Entry-Level Pricing
$119.00 Per Month
Learn more about Shape SoftwareSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Assembly has a more favorable overall user satisfaction compared to Shape Software, with Assembly's G2 Score reflecting a higher level of customer contentment and engagement.
- Users say that Shape Software excels in specific features like lead capture and management, allowing users to efficiently manage their sales pipeline and automate repetitive tasks, which can significantly enhance productivity.
- Reviewers mention that Assembly's client portal is highly customizable, with many users appreciating the ability to tailor the experience for each client, creating a more immersive brand experience.
- According to verified reviews, Shape Software shines in document signing capabilities, receiving high praise for its seamless signing process and automation features, which streamline workflows for users.
- Users highlight that Assembly's user interface is intuitive and user-friendly, making it easier for both clients and companies to navigate, which is a significant advantage for day-to-day usability.
- G2 reviewers note that while Shape Software has strong features for marketing automation, Assembly's overall support quality and ease of setup are more favorable, contributing to a smoother onboarding experience for new users.
Pricing
Entry-Level Pricing
Assembly
Starter
$39.00
Per Month
Best for new businesses
- CRM
- Client portal
- Messaging and team inbox
Shape Software
Software User License
$119.00
Per Month
With Shape, you don't need to decide between different product offerings. Most of our features are included in one system for an affordable month-to-month price.
- CRM
- Built-in Calling
- Text Messaging
Free Trial
Assembly
Free Trial is available
Shape Software
No trial information availableRatings
Meets Requirements
8.9
227
8.9
42
Ease of Use
9.4
235
9.3
41
Ease of Setup
9.4
215
7.8
13
Ease of Admin
9.3
203
8.2
12
Quality of Support
9.5
205
9.1
40
Has the product been a good partner in doing business?
9.5
195
8.3
12
Product Direction (% positive)
9.7
217
8.3
34
Features by Category
Signature Process
9.2
63
9.7
11
8.6
56
10.0
11
9.5
61
10.0
11
8.9
57
10.0
11
8.7
59
9.7
11
Feature Not Available
10.0
10
8.2
55
10.0
10
8.8
56
9.8
11
Agentic AI - E-Signature
Feature Not Available
Not enough data
7.6
11
Not enough data
Feature Not Available
Not enough data
7.0
11
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Security and Scalability
8.6
54
10.0
10
9.0
53
10.0
11
8.9
52
10.0
11
Platform
9.1
71
9.8
8
9.0
67
10.0
8
Feature Not Available
10.0
8
9.3
66
10.0
8
8.5
65
10.0
8
Sales Force Automation
Not enough data
9.1
20
Not enough data
9.3
19
Not enough data
8.8
20
Not enough data
9.3
20
Not enough data
8.9
20
Not enough data
9.0
19
Not enough data
8.9
19
Not enough data
9.0
19
Not enough data
9.0
21
Marketing Automation
Not enough data
9.1
22
Not enough data
8.8
20
Not enough data
9.0
21
Not enough data
8.9
20
Customer Support
Not enough data
8.9
20
Not enough data
9.2
19
Not enough data
9.1
19
Not enough data
9.0
19
Not enough data
9.0
19
Reporting & Analytics
Not enough data
9.0
20
Not enough data
9.1
21
Not enough data
9.1
19
Mobile & Social
Not enough data
8.8
20
Not enough data
9.6
17
Not enough data
9.0
19
Platform
Not enough data
8.8
12
Not enough data
8.6
13
Not enough data
8.9
12
Not enough data
8.6
12
Not enough data
8.8
12
Not enough data
8.8
12
Not enough data
8.3
13
Not enough data
8.3
13
Integration
Not enough data
9.0
12
Not enough data
8.9
12
Not enough data
9.1
11
Generative AI
Not enough data
Not enough data
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Email Marketing
Not enough data
9.4
19
Not enough data
9.7
18
Not enough data
9.8
17
Not enough data
9.4
18
Online Marketing
Not enough data
9.4
17
Not enough data
9.3
17
Not enough data
9.6
16
Not enough data
9.6
16
Not enough data
9.4
18
Lead Management
Not enough data
9.7
17
Not enough data
9.8
17
Not enough data
9.3
17
Not enough data
9.7
16
Not enough data
9.8
16
Not enough data
9.2
17
Not enough data
9.7
16
Not enough data
9.5
18
Campaign Management
Not enough data
9.3
18
Not enough data
9.6
16
Not enough data
9.4
18
Not enough data
9.3
18
Social
Not enough data
9.8
16
Not enough data
9.8
16
Not enough data
9.2
16
Not enough data
9.8
15
Not enough data
9.4
16
Reporting & Analytics
Not enough data
9.8
16
Not enough data
9.7
16
Not enough data
9.6
16
Not enough data
9.9
16
Not enough data
9.6
16
Platform
Not enough data
9.8
10
Not enough data
10.0
10
Not enough data
8.9
11
Not enough data
9.7
10
Not enough data
8.9
11
Not enough data
10.0
9
Not enough data
9.8
10
Agentic AI - Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
9.4
11
Not enough data
9.1
11
Not enough data
8.9
11
File Management
9.4
31
Not enough data
9.5
33
Not enough data
9.6
33
Not enough data
9.1
33
Not enough data
Feature Not Available
Not enough data
Agentic AI - Cloud Content Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
9.4
31
Not enough data
9.6
33
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Administration
9.5
34
Not enough data
9.2
31
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
9.4
33
Not enough data
Platform
9.1
41
Not enough data
Feature Not Available
Not enough data
8.9
33
Not enough data
8.8
34
Not enough data
Document Creation
7.7
10
Not enough data
6.8
10
Not enough data
Feature Not Available
Not enough data
7.2
10
Not enough data
Feature Not Available
Not enough data
8.3
10
Not enough data
Workflow
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.7
9
Not enough data
Analytics
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Administration and Platform
8.6
11
Not enough data
9.1
11
Not enough data
8.0
10
Not enough data
8.5
10
Not enough data
Feature Not Available
Not enough data
8.8
8
Not enough data
Generative AI
6.0
7
Not enough data
Contract Management Platform Features
8.3
27
Not enough data
7.8
26
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.1
25
Not enough data
8.9
24
Not enough data
8.8
24
Not enough data
8.5
24
Not enough data
8.2
24
Not enough data
8.3
24
Not enough data
Generative AI
6.1
20
Not enough data
6.2
20
Not enough data
Agentic AI - Contract Management
Feature Not Available
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Dialing Options
Not enough data
10.0
11
Not enough data
9.3
10
Not enough data
Not enough data
Agent Tools
Not enough data
9.8
10
Not enough data
9.2
11
Not enough data
9.4
11
Automation
Not enough data
10.0
10
Not enough data
9.3
10
Not enough data
9.3
12
Agentic AI - Auto Dialer
Not enough data
Not enough data
Not enough data
Not enough data
AI Capabilities - Auto Dialer
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Billing
8.8
13
Not enough data
Feature Not Available
Not enough data
7.7
13
Not enough data
Feature Not Available
Not enough data
Dunning
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Performance
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Reporting
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Subscription Billing
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.7
5
Not enough data
Feature Not Available
Not enough data
Templates
Not enough data
10.0
12
Not enough data
9.3
12
Not enough data
9.6
12
Not enough data
9.9
12
Edit
Not enough data
9.5
13
Not enough data
9.9
12
Not enough data
9.4
13
Logistics
Not enough data
10.0
12
Not enough data
9.7
12
Not enough data
9.4
13
Not enough data
9.4
13
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Email Template Builder
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Automation
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Development
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Channels
7.3
13
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Design
8.5
14
Not enough data
7.0
15
Not enough data
7.6
16
Not enough data
7.4
13
Not enough data
8.5
13
Not enough data
Generative AI
4.3
12
Not enough data
5.1
13
Not enough data
Payment Processing
9.4
9
Not enough data
9.4
9
Not enough data
9.3
9
Not enough data
Feature Not Available
Not enough data
Administration
9.5
10
Not enough data
9.5
10
Not enough data
8.0
11
Not enough data
Feature Not Available
Not enough data
9.1
9
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Payment Options
Feature Not Available
Not enough data
9.3
10
Not enough data
Security
Feature Not Available
Not enough data
Platform
8.0
9
Not enough data
8.1
9
Not enough data
Content
8.1
153
9.8
10
Feature Not Available
10.0
10
8.6
153
10.0
11
8.9
149
9.8
10
8.8
143
10.0
10
Collaboration
8.5
151
9.7
10
9.0
156
10.0
9
8.2
150
10.0
11
7.7
137
9.8
11
Feature Not Available
9.7
11
Feature Not Available
10.0
11
Bill Generation
8.7
56
Not enough data
9.2
61
Not enough data
9.2
61
Not enough data
Bill Processing
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.7
57
Not enough data
Integration
8.3
52
Not enough data
8.6
58
Not enough data
7.8
45
Not enough data
Agentic AI - Billing
Feature Not Available
Not enough data
Onboarding Setup
9.1
27
Not enough data
8.5
26
Not enough data
7.6
26
Not enough data
Project Tracking
6.5
26
Not enough data
Feature Not Available
Not enough data
8.6
27
Not enough data
8.4
28
Not enough data
Feature Not Available
Not enough data
Customer Engagement
9.5
34
Not enough data
9.4
29
Not enough data
9.0
29
Not enough data
9.2
30
Not enough data
7.7
27
Not enough data
Functionality
8.8
49
Not enough data
8.3
47
Not enough data
9.1
51
Not enough data
8.7
52
Not enough data
Cloud Support
8.9
48
Not enough data
Feature Not Available
Not enough data
8.5
45
Not enough data
Automation
Feature Not Available
Not enough data
8.5
48
Not enough data
Customization
8.7
31
Not enough data
Feature Not Available
Not enough data
7.5
31
Not enough data
7.6
32
Not enough data
Additional Functionality
7.9
32
Not enough data
Feature Not Available
Not enough data
9.4
32
Not enough data
8.3
30
Not enough data
8.3
30
Not enough data
Agentic AI - Lead Scoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Attribution
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Discovery
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Email Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
10.0
12
Not enough data
9.9
12
Not enough data
9.7
11
Customizations
Not enough data
10.0
11
Not enough data
10.0
12
Not enough data
9.9
12
Not enough data
9.7
12
Not enough data
10.0
11
Generative AI
Not enough data
Not enough data
Agentic AI - Outbound Call Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Calling
Not enough data
9.4
11
Not enough data
10.0
10
Not enough data
9.2
11
Not enough data
10.0
10
Not enough data
Not enough data
Contacts
Not enough data
9.7
10
Not enough data
9.1
11
Not enough data
10.0
10
Insights
Not enough data
10.0
10
Not enough data
9.2
11
Not enough data
9.8
10
Not enough data
10.0
10
Not enough data
10.0
10
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
User Interface Design
Feature Not Available
Not enough data
9.2
13
Not enough data
9.1
11
Not enough data
9.4
12
Not enough data
Data Control
9.7
11
Not enough data
9.2
11
Not enough data
8.6
11
Not enough data
Publishing
Feature Not Available
Not enough data
8.9
12
Not enough data
Feature Not Available
Not enough data
Agentic AI - No-Code Development Platforms
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Phone Number Management
Not enough data
9.8
11
Not enough data
9.4
12
Not enough data
9.3
12
Tracking
Not enough data
9.7
11
Not enough data
9.8
10
Not enough data
9.8
10
Analytics
Not enough data
9.4
11
Not enough data
10.0
11
Not enough data
9.4
11
Not enough data
9.8
10
Call Routing
Not enough data
10.0
9
Not enough data
9.4
11
Not enough data
9.2
11
Administration
Not enough data
10.0
10
Not enough data
10.0
11
Not enough data
10.0
10
Agentic AI - Inbound Call Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customizations
Feature Not Available
Not enough data
Feature Not Available
Not enough data
9.4
8
Not enough data
9.5
7
Not enough data
Growth
Feature Not Available
Not enough data
9.5
7
Not enough data
Feature Not Available
Not enough data
9.2
6
Not enough data
9.2
6
Not enough data
Content
9.5
7
Not enough data
Feature Not Available
Not enough data
9.3
7
Not enough data
Feature Not Available
Not enough data
Support
9.7
6
Not enough data
Categories
Categories
Shared Categories
Assembly and Shape Software are categorized as Client Portal and E-Signature
Unique Categories
Assembly is categorized as Client Onboarding, Payment Processing, Customer Communications Management, Subscription Billing, Cloud File Storage, Online Form Builder, No-Code Development Platforms, Website Builder, Cloud Content Collaboration, Billing, Proposal, Contract Management, and Workplace Innovation Platforms
Shape Software is categorized as Marketing Automation, Email Template Builder, Auto Dialer, Email Tracking, Outbound Call Tracking, Inbound Call Tracking, CRM, SMS Marketing, and Lead Scoring
Reviews
Reviewers' Company Size
Assembly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Shape Software
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
25.2%
Accounting
14.4%
Consulting
8.3%
Financial Services
7.6%
Information Technology and Services
5.0%
Other
39.6%
Financial Services
12.1%
Accounting
10.3%
Real Estate
8.6%
Marketing and Advertising
6.9%
Banking
6.9%
Other
55.2%
Discussions
i want a software to save my document files
3 Comments
MH
Works wondersRead more
Assembly has no more discussions with answers
Shape Software has no discussions with answers
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