# Freshsales vs Shape Software Comparison

| | Freshsales | Shape Software | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 1,233 | 65 | 
| **Largest Market Segment** | Small-Business (67.8% of reviews) | Small-Business (60.3% of reviews) | 
| **Entry Level Price** | Starting at $9.00 1 User Per Month | $119.00 Per Month | 

---
## Top Pros & Cons

### Freshsales

Pros:
- Ease of Use (103 reviews)
- Features (70 reviews)

Cons:
- Missing Features (47 reviews)
- Limited Features (32 reviews)

### Shape Software

Pros:
- Email Marketing (2 reviews)
- Lead Management (2 reviews)

Cons:
- Editing Limitations (2 reviews)
- Expensive (2 reviews)

---
## Ratings Comparison
| Rating | Freshsales | Shape Software | 
|---|---|---|
  | **Meets Requirements** | 8.7 (1046 reviews) | 8.9 (42 reviews) | 
  | **Ease of Use** | 9.0 (1060 reviews) | 9.3 (41 reviews) | 
  | **Ease of Setup** | 8.7 (566 reviews) | 7.8 (13 reviews) | 
  | **Ease of Admin** | 8.9 (535 reviews) | 8.2 (12 reviews) | 
  | **Quality of Support** | 8.8 (1015 reviews) | 9.1 (40 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.0 (529 reviews) | 8.3 (12 reviews) | 
  | **Product Direction (% positive)** | 9.3 (1039 reviews) | 8.3 (34 reviews) | 

---
## Pricing

### Freshsales

#### Entry-Level Pricing

Plan: Growth

Price: Starting at $9.00 1 User Per Month

Description: Tailored for startups and SMBs seeking efficient pipeline management and engagement across channels	

Key Features:
- Web Forms	
- SMS & WhatsApp	
- Basic Workflows

[Browse all 3 editions](https://www.g2.com/products/freshsales/pricing)

#### Free Trial

Yes

### Shape Software

#### Entry-Level Pricing

Plan: Software User License

Price: $119.00 Per Month

Description: 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.

Key Features:
- CRM
- Built-in Calling
- Text Messaging

[Learn more about Shape Software](https://www.g2.com/products/shape-software-shape-software/reviews)

#### Free Trial

No

---
## Features Comparison By Category

### E-Signature

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | N/A | N/A |
| **Shape Software** | 9.9/10 | 11 |

#### Signature Process

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Document Signing** | Not enough data | 9.7 (11 reviews) | 
| **Reminders and Expirations** | Not enough data | 10.0 (11 reviews) | 
| **Sign-In Process** | Not enough data | 10.0 (11 reviews) | 
| **Mobile Signatures** | Not enough data | 10.0 (11 reviews) | 
| **Signature Workflow** | Not enough data | 9.7 (11 reviews) | 
| **Bulk Digital Signatures ** | Not enough data | 10.0 (10 reviews) | 
| **Reporting** | Not enough data | 10.0 (10 reviews) | 
| **Signature Document Creation** | Not enough data | 9.8 (11 reviews) | 

#### Agentic AI - E-Signature

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Security and Scalability

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Regulatory Compliance** | Not enough data | 10.0 (10 reviews) | 
| **Signature History and Audit** | Not enough data | 10.0 (11 reviews) | 
| **Enterprise Scalability** | Not enough data | 10.0 (11 reviews) | 

#### Platform

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Custom Branding** | Not enough data | 9.8 (8 reviews) | 
| **User, Role, and Access Management** | Not enough data | 10.0 (8 reviews) | 
| **Internationalization** | Not enough data | 10.0 (8 reviews) | 
| **Performance and Reliability** | Not enough data | 10.0 (8 reviews) | 
| **Integration APIs** | Not enough data | 10.0 (8 reviews) | 

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.4/10 | 828 |
| **Shape Software** | 8.9/10 | 26 |

#### Sales Force Automation

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Contact & Account Management** | 8.9 (718 reviews) ✓ Verified | 9.1 (20 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | 8.3 (416 reviews) | 9.3 (19 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 8.8 (709 reviews) ✓ Verified | 8.8 (20 reviews) | 
| **Task / Activity Management** | 8.5 (706 reviews) ✓ Verified | 9.3 (20 reviews) | 
| **Territory & Quota Management** | 8.3 (506 reviews) ✓ Verified | 8.9 (20 reviews) | 
| **Desktop Integration** | 8.6 (336 reviews) ✓ Verified | 9.0 (19 reviews) | 
| **Product & Price List Management** | 8.2 (481 reviews) ✓ Verified | 8.9 (19 reviews) | 
| **Quote & Order Management** | 8.1 (467 reviews) | 9.0 (19 reviews) | 
| **Customer Contract Management** | 8.4 (509 reviews) ✓ Verified | 9.0 (21 reviews) | 

#### Marketing Automation

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Email Marketing** | 8.5 (548 reviews) | 9.1 (22 reviews) | 
| **Campaign Management** | 8.5 (521 reviews) | 8.8 (20 reviews) | 
| **Lead Management** | 8.9 (630 reviews) | 9.0 (21 reviews) | 
| **Marketing ROI Analytics** | 7.9 (114 reviews) | 8.9 (20 reviews) | 

#### Customer Support

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Case Management** | 8.5 (533 reviews) | 8.9 (20 reviews) | 
| **Customer Support Portal** | 8.6 (541 reviews) | 9.2 (19 reviews) | 
| **Knowledge Base** | 8.6 (547 reviews) | 9.1 (19 reviews) | 
| **Call Center Features** | 8.2 (457 reviews) | 9.0 (19 reviews) | 
| **Support Analytics** | 8.5 (477 reviews) | 9.0 (19 reviews) | 

#### Reporting & Analytics

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Reporting** | 8.4 (630 reviews) ✓ Verified | 9.0 (20 reviews) | 
| **Dashboards** | 8.6 (664 reviews) ✓ Verified | 9.1 (21 reviews) | 
| **Forecasting** | 8.3 (507 reviews) ✓ Verified | 9.1 (19 reviews) | 

#### Mobile & Social

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Social Collaboration Features** | Feature Not Available | 8.8 (20 reviews) | 
| **Social Network Integration** | 8.2 (207 reviews) ✓ Verified | 9.6 (17 reviews) | 
| **Mobile User Support** | 8.3 (330 reviews) ✓ Verified | 9.0 (19 reviews) | 

#### Platform

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Customization** | 8.4 (404 reviews) ✓ Verified | 8.8 (12 reviews) | 
| **Workflow Capability** | 8.5 (396 reviews) ✓ Verified | 8.6 (13 reviews) | 
| **User, Role, and Access Management** | 8.7 (414 reviews) ✓ Verified | 8.9 (12 reviews) | 
| **Internationalization** | 8.3 (314 reviews) ✓ Verified | 8.6 (12 reviews) | 
| **Sandbox / Test Environments** | 7.7 (258 reviews) | 8.8 (12 reviews) | 
| **Document & Content Mgmt.** | 8.0 (301 reviews) ✓ Verified | 8.8 (12 reviews) | 
| **Performance and Reliability** | 8.8 (412 reviews) ✓ Verified | 8.3 (13 reviews) | 
| **Output Document Generation** | 8.0 (285 reviews) ✓ Verified | 8.3 (13 reviews) | 

#### Integration

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Data Import & Export Tools** | 8.4 (375 reviews) ✓ Verified | 9.0 (12 reviews) | 
| **Integration APIs** | 8.3 (333 reviews) ✓ Verified | 8.9 (12 reviews) | 
| **Breadth of Partner Applications** | 7.9 (297 reviews) ✓ Verified | 9.1 (11 reviews) | 

#### Generative AI

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **AI Text Generation** | 7.6 (85 reviews) | Not enough data | 

#### Agentic AI - CRM

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Marketing Automation

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | N/A | N/A |
| **Shape Software** | 9.5/10 | 23 |

#### Email Marketing

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Building and Personalizing Emails** | 9.3 (12 reviews) | 9.4 (19 reviews) | 
| **Sending Outbound Emails** | 9.2 (11 reviews) | 9.7 (18 reviews) | 
| **Manage Email Deliverability** | 8.1 (9 reviews) | 9.8 (17 reviews) | 
| **Automated Email Responses** | 8.8 (11 reviews) | 9.4 (18 reviews) | 

#### Online Marketing

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Landing Pages and Forms** | 9.0 (8 reviews) | 9.4 (17 reviews) | 
| **Dynamic Content** | 8.5 (8 reviews) | 9.3 (17 reviews) | 
| **A/B Testing** | 8.1 (12 reviews) | 9.6 (16 reviews) | 
| **Mobile Optimized** | 9.4 (9 reviews) | 9.6 (16 reviews) | 
| **Search Tracking and Optimization** | Not enough data | 9.4 (18 reviews) | 

#### Lead Management

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Marketing Lead Database** | 8.9 (9 reviews) | 9.7 (17 reviews) | 
| **Data Quality Management** | 8.5 (8 reviews) | 9.8 (17 reviews) | 
| **Segmentation** | 8.7 (10 reviews) | 9.3 (17 reviews) | 
| **Lead Scoring and Grading** | 8.5 (9 reviews) | 9.7 (16 reviews) | 
| **Lead Nurturing** | 8.9 (9 reviews) | 9.8 (16 reviews) | 
| **Online Behavior Tracking** | 8.9 (11 reviews) | 9.2 (17 reviews) | 
| **Automated Alerts and Tasks** | 9.2 (10 reviews) | 9.7 (16 reviews) | 
| **CRM Lead Integration** | 8.7 (9 reviews) | 9.5 (18 reviews) | 

#### Campaign Management

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Program Management** | 9.2 (6 reviews) | 9.3 (18 reviews) | 
| **Event / Webinar Marketing** | 8.8 (7 reviews) | 9.6 (16 reviews) | 
| **Calendaring** | Not enough data | 9.4 (18 reviews) | 
| **Budgeting** | Not enough data | 9.3 (18 reviews) | 

#### Social

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Social Listening** | Not enough data | 9.8 (16 reviews) | 
| **Social Sharing** | Not enough data | 9.8 (16 reviews) | 
| **Social Campaigns** | Not enough data | 9.2 (16 reviews) | 
| **Social Media Engagement** | 9.3 (5 reviews) | 9.8 (15 reviews) | 
| **Social Media Advertising** | Not enough data | 9.4 (16 reviews) | 

#### Reporting & Analytics

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Basic Reporting** | 8.7 (10 reviews) | 9.8 (16 reviews) | 
| **Web Analytics** | 8.5 (11 reviews) | 9.7 (16 reviews) | 
| **ROI Analytics** | 8.6 (7 reviews) | 9.6 (16 reviews) | 
| **Revenue Analytics** | Not enough data | 9.9 (16 reviews) | 
| **SEO / Keyword Analytics** | Not enough data | 9.6 (16 reviews) | 

#### Platform

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Customization ** | 9.0 (5 reviews) | 9.8 (10 reviews) | 
| **Workflow Capability** | 8.6 (6 reviews) | 10.0 (10 reviews) | 
| **User, Role, and Access Management** | 8.3 (6 reviews) | 8.9 (11 reviews) | 
| **Internationalization** | 9.3 (5 reviews) | 9.7 (10 reviews) | 
| **Sandbox / Test Environments** | Not enough data | 8.9 (11 reviews) | 
| **Performance and Reliability** | 8.1 (6 reviews) | 10.0 (9 reviews) | 
| **Output Document Generation** | Not enough data | 9.8 (10 reviews) | 

#### Agentic AI - Marketing Automation

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Integration

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Data Import & Export Tools** | 8.6 (7 reviews) | 9.4 (11 reviews) | 
| **Integration APIs** | 8.3 (6 reviews) | 9.1 (11 reviews) | 
| **Breadth of Partner Applications** | 9.0 (5 reviews) | 8.9 (11 reviews) | 

### Lead Generation

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | N/A | N/A |
| **Shape Software** | N/A | N/A |

#### Lead Generation

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Lead Builder** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 
| **Marketing Automation Integration** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Data Import & Export Tools** | Not enough data | Not enough data | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.3/10 | 25 |
| **Shape Software** | N/A | N/A |

#### Lead Facilitation

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Customer-facing Chatbot** | 8.1 (19 reviews) | Not enough data | 
| **Lead Qualification** | 8.3 (19 reviews) | Not enough data | 
| **Lead Follow-up** | 8.6 (20 reviews) | Not enough data | 
| **Meeting Scheduling ** | 8.7 (18 reviews) | Not enough data | 

#### Organization

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Opportunity and Pipeline Management ** | 8.6 (20 reviews) | Not enough data | 
| **Data Entry** | 8.9 (19 reviews) | Not enough data | 
| **Integrations / APIs** | 7.9 (19 reviews) | Not enough data | 

#### Performance Analysis

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Coaching ** | 7.9 (17 reviews) | Not enough data | 
| **Peformance Tracking** | 8.3 (23 reviews) | Not enough data | 

#### Sales Analysis

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **ROI Forecasting ** | 7.8 (20 reviews) | Not enough data | 
| **Sales Forecasting ** | 8.8 (21 reviews) | Not enough data | 

#### Generative AI

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **AI Text Generation** | 8.3 (12 reviews) | Not enough data | 
| **AI Text Summarization** | 7.9 (13 reviews) | Not enough data | 

#### Agentic AI - AI Sales Assistant

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.5/10 | 276 |
| **Shape Software** | N/A | N/A |

#### Integrated Workflows

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Task Management** | 9.0 (236 reviews) ✓ Verified | Not enough data | 
| **Email Tracking/Automation** | 8.9 (244 reviews) ✓ Verified | Not enough data | 
| **Calls and Voice** | 8.4 (182 reviews) ✓ Verified | Not enough data | 
| **Other Outreach Options ** | 8.7 (182 reviews) ✓ Verified | Not enough data | 
| **CRM Integration** | 8.9 (219 reviews) ✓ Verified | Not enough data | 
| **Calendar** | 8.7 (69 reviews) | Not enough data | 
| **Shared Records** | 8.8 (64 reviews) | Not enough data | 

#### Repeatability and Reportability

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Content Management** | 8.9 (206 reviews) ✓ Verified | Not enough data | 
| **Workflow Management** | 8.9 (222 reviews) ✓ Verified | Not enough data | 
| **Workflow Performance** | 8.9 (220 reviews) ✓ Verified | Not enough data | 
| **Sales Coaching and Insights** | 8.7 (186 reviews) ✓ Verified | Not enough data | 
| **Gamification** | 7.6 (57 reviews) | Not enough data | 

#### AI and Automation

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Lead Prioritization** | 8.4 (66 reviews) | Not enough data | 
| **Lead Scoring** | 8.2 (69 reviews) | Not enough data | 
| **Best Time of Day Scheduling** | 8.3 (62 reviews) | Not enough data | 
| **Buyer Intelligence** | 7.9 (63 reviews) | Not enough data | 
| **Machine Learning** | 7.7 (59 reviews) | Not enough data | 

#### Generative AI

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **AI Text Generation** | 8.2 (28 reviews) | Not enough data | 

#### Agentic AI - Sales Engagement

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Auto Dialer

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | N/A | N/A |
| **Shape Software** | 9.5/10 | 12 |

#### Dialing Options

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Preview Dialing** | Not enough data | 10.0 (11 reviews) | 
| **Progressive Dialing** | Not enough data | 9.3 (10 reviews) | 
| **Predictive Dialing** | Not enough data | Not enough data | 

#### Agent Tools

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Whisper Coaching ** | Not enough data | 9.8 (10 reviews) | 
| **Callback Scheduling ** | Not enough data | 9.2 (11 reviews) | 
| **Call Recording ** | Not enough data | 9.4 (11 reviews) | 

#### Automation

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Voice Activity Detection** | Not enough data | 10.0 (10 reviews) | 
| **Interactive Voice Response (IVR)** | Not enough data | 9.3 (10 reviews) | 
| **Call Scrubbing** | Not enough data | 9.3 (12 reviews) | 

#### Agentic AI - Auto Dialer

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 

#### AI Capabilities - Auto Dialer

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Call Prioritization and List Optimization** | Not enough data | Not enough data | 
| **Compliance Monitoring** | Not enough data | Not enough data | 
| **Speech Analytics and Sentiment Analysis** | Not enough data | Not enough data | 

### Email Template Builder

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | N/A | N/A |
| **Shape Software** | 9.6/10 | 13 |

#### Templates

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Text and Themes** | Not enough data | 10.0 (12 reviews) | 
| **Stock Images** | Not enough data | 9.3 (12 reviews) | 
| **Proofing** | Not enough data | 9.6 (12 reviews) | 
| **Mobile Responsive** | Not enough data | 9.9 (12 reviews) | 

#### Edit

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Pre-Made** | Not enough data | 9.5 (13 reviews) | 
| **Build** | Not enough data | 9.9 (12 reviews) | 
| **HTML** | Not enough data | 9.4 (13 reviews) | 

#### Logistics

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Analytics** | Not enough data | 10.0 (12 reviews) | 
| **Issues** | Not enough data | 9.7 (12 reviews) | 
| **Integrations** | Not enough data | 9.4 (13 reviews) | 
| **Shareable Link** | Not enough data | 9.4 (13 reviews) | 

#### Generative AI

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Agentic AI - Email Template Builder

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 

### SMS Marketing

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | N/A | N/A |
| **Shape Software** | N/A | N/A |

#### Text Messaging

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Bulk SMS** | Not enough data | Not enough data | 
| **Two-Way Text Messaging** | Not enough data | Not enough data | 
| **Text Scheduler** | Not enough data | Not enough data | 
| **Automatic Replies** | Not enough data | Not enough data | 
| **Automatic URL Shortening** | Not enough data | Not enough data | 
| **MMS Marketing** | Not enough data | Not enough data | 
| **Personalization** | Not enough data | Not enough data | 
| **Transactional SMS** | Not enough data | Not enough data | 

#### SMS Platform

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 
| **Automation** | Not enough data | Not enough data | 
| **White Label** | Not enough data | Not enough data | 
| **Text-to-Landline** | Not enough data | Not enough data | 
| **Short Codes** | Not enough data | Not enough data | 
| **API Integration** | Not enough data | Not enough data | 

#### Agentic AI - SMS Marketing

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | N/A | N/A |
| **Shape Software** | 9.9/10 | 11 |

#### Content

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Document Collaboration** | Not enough data | 9.8 (10 reviews) | 
| **Versioning** | Not enough data | 10.0 (10 reviews) | 
| **E-Signature** | Not enough data | 10.0 (11 reviews) | 
| **File Request** | Not enough data | 9.8 (10 reviews) | 
| **Feedback** | Not enough data | 10.0 (10 reviews) | 

#### Collaboration

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | 9.7 (10 reviews) | 
| **Instant Messaging** | Not enough data | 10.0 (9 reviews) | 
| **Project Management** | Not enough data | 10.0 (11 reviews) | 
| **Analytics** | Not enough data | 9.8 (11 reviews) | 
| **Time Tracking** | Not enough data | 9.7 (11 reviews) | 
| **Mobile Application** | Not enough data | 10.0 (11 reviews) | 

### Online Form Builder

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.4/10 | 18 |
| **Shape Software** | N/A | N/A |

#### Customization

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Custom Fields** | 9.1 (17 reviews) | Not enough data | 
| **Conditional Logic** | 8.3 (16 reviews) | Not enough data | 
| **Multi-page Forms** | 8.2 (14 reviews) | Not enough data | 
| **Design** | 8.3 (15 reviews) | Not enough data | 

#### Additional Functionality

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Embedded Forms** | 8.4 (15 reviews) | Not enough data | 
| **Offline Capability** | 8.2 (12 reviews) | Not enough data | 
| **Notifications** | 8.4 (15 reviews) | Not enough data | 
| **Payments** | 8.5 (11 reviews) | Not enough data | 
| **Mobile Forms** | 8.3 (13 reviews) | Not enough data | 

### Visitor Identification

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | N/A | N/A |
| **Shape Software** | N/A | N/A |

#### Agentic AI - Visitor Identification

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 

### Lead Scoring

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.7/10 | 58 |
| **Shape Software** | N/A | N/A |

#### Agentic AI - Lead Scoring

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Attribution

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Lead Opportunity** | 8.8 (50 reviews) | Not enough data | 
| **Lead Assignment** | 9.0 (51 reviews) | Not enough data | 
| **Pipeline Acceleration** | 8.6 (50 reviews) | Not enough data | 

#### Discovery

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Lead Management** | 8.9 (51 reviews) | Not enough data | 
| **Scoring/Ranking** | 8.5 (53 reviews) | Not enough data | 
| **Lead Context** | 8.7 (50 reviews) | Not enough data | 

#### Management

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Conversion Viability** | 8.7 (49 reviews) | Not enough data | 
| **Workflow** | 9.0 (51 reviews) | Not enough data | 

#### Platform

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Data Synchronization** | 8.5 (49 reviews) | Not enough data | 
| **Analysis** | 8.7 (51 reviews) | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.5/10 | 38 |
| **Shape Software** | N/A | N/A |

#### Agentic AI - Sales Performance Management

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Incentives

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Badges** | 8.5 (28 reviews) | Not enough data | 
| **Triggers** | 8.6 (29 reviews) | Not enough data | 
| **Commission Calculator** | 7.9 (28 reviews) | Not enough data | 
| **Leaderboards** | 8.3 (30 reviews) | Not enough data | 

#### Personalization

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Profiles** | 8.8 (32 reviews) | Not enough data | 
| **Custom Reports** | 8.6 (33 reviews) | Not enough data | 
| **Dashboards** | 8.6 (34 reviews) | Not enough data | 
| **Goal Setting** | 8.4 (31 reviews) | Not enough data | 

#### Administrative

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Integration** | 8.5 (32 reviews) | Not enough data | 
| **Employee Structure** | 8.4 (29 reviews) | Not enough data | 
| **Behavior Monitoring** | 8.4 (28 reviews) | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.7/10 | 290 |
| **Shape Software** | 9.9/10 | 12 |

#### Agentic AI - Email Tracking

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Analytics

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Open Rates** | 8.9 (223 reviews) | 10.0 (12 reviews) | 
| **Link Activity** | 8.8 (216 reviews) | 9.9 (12 reviews) | 
| **Attachment Activity** | 8.2 (50 reviews) | 9.7 (11 reviews) | 

#### Customizations

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Email Platform Integration** | 9.0 (233 reviews) | 10.0 (11 reviews) | 
| **Email Scheduling** | 9.2 (238 reviews) | 10.0 (12 reviews) | 
| **Notifications** | 8.9 (245 reviews) | 9.9 (12 reviews) | 
| **Email Categorization** | 8.6 (219 reviews) | 9.7 (12 reviews) | 
| **Templates** | 8.9 (240 reviews) | 10.0 (11 reviews) | 

#### Generative AI

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **AI Text Generation** | 7.7 (32 reviews) | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 8.2/10 | 103 |
| **Shape Software** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Data Sourcing** | 8.1 (84 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.4 (84 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.2 (78 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.4 (89 reviews) | Not enough data | 
| **Data Segmentation** | 8.3 (84 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Lead Scoring** | 8.1 (85 reviews) | Not enough data | 
| **Opportunity Scoring** | 8.2 (83 reviews) | Not enough data | 
| **Risk Analysis** | 8.0 (78 reviews) | Not enough data | 
| **Live Forecasting** | 7.6 (80 reviews) | Not enough data | 

#### Sales Management

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Live Pipeline Management** | 8.4 (89 reviews) | Not enough data | 
| **Sales Gamification** | 7.8 (79 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.3 (84 reviews) | Not enough data | 
| **Activity Tracking** | 8.7 (89 reviews) | Not enough data | 

### Outbound Call Tracking

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | 9.0/10 | 191 |
| **Shape Software** | 9.7/10 | 12 |

#### Agentic AI - Outbound Call Tracking

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 

#### Calling

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Record Calls** | 8.8 (137 reviews) | 9.4 (11 reviews) | 
| **Generate Location** | 8.8 (120 reviews) | 10.0 (10 reviews) | 
| **Call Types** | 8.7 (130 reviews) | 9.2 (11 reviews) | 
| **Click-to-Call** | 9.1 (146 reviews) | 10.0 (10 reviews) | 
| **Auto Dialer** | Not enough data | Not enough data | 

#### Contacts

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Personalization** | 9.0 (151 reviews) | 9.7 (10 reviews) | 
| **Information Locater** | 9.0 (137 reviews) | 9.1 (11 reviews) | 
| **Record Prospect Data** | 9.0 (143 reviews) | 10.0 (10 reviews) | 

#### Insights

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Notes** | 9.1 (165 reviews) | 10.0 (10 reviews) | 
| **Daily Summary** | 9.1 (142 reviews) | 9.2 (11 reviews) | 
| **Automated Voicemails** | 8.9 (123 reviews) | 9.8 (10 reviews) | 
| **Automated Emails** | 9.0 (145 reviews) | 10.0 (10 reviews) | 
| **Sorts Prospects** | 9.0 (141 reviews) | 10.0 (10 reviews) | 
| **Automated Note Taking** | Not enough data | Not enough data | 

### Inbound Call Tracking

| Product | Score | Reviews |
|---|---|---|
| **Freshsales** | N/A | N/A |
| **Shape Software** | 9.7/10 | 12 |

#### Phone Number Management

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Local Phone Numbers** | Not enough data | 9.8 (11 reviews) | 
| **Toll-Free Numbers** | Not enough data | 9.4 (12 reviews) | 
| **Port Existing Numbers** | Not enough data | 9.3 (12 reviews) | 

#### Tracking

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Visitor & Keyword Tracking** | Not enough data | 9.7 (11 reviews) | 
| **Dynamic Number Insertion** | Not enough data | 9.8 (10 reviews) | 
| **Multi-Channel Call Attribution** | Not enough data | 9.8 (10 reviews) | 

#### Analytics

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Call Data** | Not enough data | 9.4 (11 reviews) | 
| **Call Recording** | Not enough data | 10.0 (11 reviews) | 
| **Advanced Reporting** | Not enough data | 9.4 (11 reviews) | 
| **Conversation Intelligence** | Not enough data | 9.8 (10 reviews) | 

#### Call Routing

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **IVR** | Not enough data | 10.0 (9 reviews) | 
| **Call Scheduling** | Not enough data | 9.4 (11 reviews) | 
| **Geo-Routing** | Not enough data | 9.2 (11 reviews) | 

#### Administration

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Martech Integrations** | Not enough data | 10.0 (10 reviews) | 
| **Privacy, Security, and Compliance** | Not enough data | 10.0 (11 reviews) | 
| **Performance and Reliability** | Not enough data | 10.0 (10 reviews) | 

#### Agentic AI - Inbound Call Tracking

| Feature | Freshsales | Shape Software | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (5):** [Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking), [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [CRM Software](https://www.g2.com/categories/crm), [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)

**Unique to Freshsales (6):** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Online Form Builder Software](https://www.g2.com/categories/online-form-builder), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [Visitor Identification Software](https://www.g2.com/categories/visitor-identification)

**Unique to Shape Software (6):** [Email Template Builder Software](https://www.g2.com/categories/email-template-builder), [Auto Dialer Software](https://www.g2.com/categories/auto-dialer), [Client Portal Software](https://www.g2.com/categories/client-portal), [E-Signature Software](https://www.g2.com/categories/e-signature), [Inbound Call Tracking Software](https://www.g2.com/categories/inbound-call-tracking), [SMS Marketing Software](https://www.g2.com/categories/sms-marketing)


---
## Reviewer Demographics

### By Company Size

| Segment | Freshsales | Shape Software | 
|---|---|---|
| **Small-Business** | 67.8% | 60.3% | 
| **Mid-Market** | 26.8% | 36.2% | 
| **Enterprise** | 5.4% | 3.4% | 

### By Industry

#### Freshsales

- **Information Technology and Services:** 16.6%
- **Computer Software:** 13.8%
- **Marketing and Advertising:** 7.8%
- **Financial Services:** 4.2%
- **Internet:** 3.6%
- **Education Management:** 3.2%
- **Retail:** 2.8%
- **Real Estate:** 2.4%
- **Construction:** 1.9%
- **Telecommunications:** 1.9%
- **Other:** 41.7%

#### Shape Software

- **Financial Services:** 12.1%
- **Accounting:** 10.3%
- **Real Estate:** 8.6%
- **Marketing and Advertising:** 6.9%
- **Banking:** 6.9%
- **Information Technology and Services:** 5.2%
- **Telecommunications:** 3.4%
- **Automotive:** 3.4%
- **Commercial Real Estate:** 3.4%
- **Computer Software:** 3.4%
- **Other:** 36.2%

---
## Alternatives

### Alternatives to Freshsales

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25804 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13814 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2930 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14695 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2041 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1430 reviews)
- [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3570 reviews)
- [Salesflare](https://www.g2.com/products/salesflare/reviews) — 4.8/5 stars (298 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3053 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)

### Alternatives to Shape Software

- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14695 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25804 reviews)
- [SuiteDash](https://www.g2.com/products/suitedash/reviews) — 4.8/5 stars (618 reviews)
- [Thryv](https://www.g2.com/products/thryv/reviews) — 4.2/5 stars (1994 reviews)
- [Kixie PowerCall & SMS](https://www.g2.com/products/kixie-powercall-sms/reviews) — 4.8/5 stars (865 reviews)
- [EngageBay](https://www.g2.com/products/engagebay/reviews) — 4.6/5 stars (674 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13814 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3053 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2930 reviews)
- [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (663 reviews)

---
## Top Discussions

### Freshsales

- Title: [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) — 2 comments, 1 upvote
  > **Top comment:** "It's used for a number of things from lead generation to managing client accounts. It's a great tool to keep everything under 1 umbrella that is accessible..."
- Title: [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) — 2 comments
  > **Top comment:** "1. Creating sequences/pipelines to contact leads quicker and stay in communication with them easier
2. Allowing the sales team to easily access the..."
- Title: [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) — 1 comment
  > **Top comment:** "It's a CRM software."
- Title: [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) — 1 comment
  > **Top comment:** "Very nice software "
- Title: [How to improve more on fresh sales](https://www.g2.com/discussions/how-to-improve-more-on-fresh-sales) — 1 comment, 1 upvote
  > **Top comment:** "Auto WhatsApp feature "

### Shape Software

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/freshsales-vs-shape-software-shape-software)