Compare Insightly CRM and Shape Software 
At a Glance
Market Segments
Small-Business (73.0% of reviews)
Small-Business (60.3% of reviews)
Entry-Level Pricing
$29/ user, per month (billed annually)
$119.00 Per Month
Insightly CRM
Star Rating
(932)4.2 out of 5
Market Segments
Small-Business (73.0% of reviews)
Pros & Cons
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 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 SoftwareInsightly CRM vs Shape Software
When assessing the two solutions, reviewers found Shape Software easier to use. However, Insightly CRM is easier to set up and administer. Reviewers also preferred doing business with Insightly CRM overall.
- Reviewers felt that Shape Software meets the needs of their business better than Insightly CRM.
- When comparing quality of ongoing product support, reviewers felt that Shape Software is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Shape Software over Insightly CRM.
Pricing
Entry-Level Pricing
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
Insightly CRM
Free Trial is available
Shape Software
No trial information availableRatings
Meets Requirements
8.2
790
8.9
42
Ease of Use
8.4
795
9.3
41
Ease of Setup
8.3
352
7.8
13
Ease of Admin
8.5
337
8.2
12
Quality of Support
8.0
677
9.1
40
Has the product been a good partner in doing business?
8.5
322
8.3
12
Product Direction (% positive)
8.0
765
8.3
34
Features by Category
Signature Process
Not enough data
9.7
11
Not enough data
10.0
11
Not enough data
10.0
11
Not enough data
10.0
11
Not enough data
9.7
11
Not enough data
10.0
10
Not enough data
10.0
10
Not enough data
9.8
11
Agentic AI - E-Signature
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
Security and Scalability
Not enough data
10.0
10
Not enough data
10.0
11
Not enough data
10.0
11
Platform
Not enough data
9.8
8
Not enough data
10.0
8
Not enough data
10.0
8
Not enough data
10.0
8
Not enough data
10.0
8
Sales Force Automation
8.5
621
|
Verified
9.1
20
Feature Not Available
9.3
19
8.3
595
|
Verified
8.8
20
8.1
623
|
Verified
9.3
20
7.5
350
|
Verified
8.9
20
8.0
452
|
Verified
9.0
19
7.5
339
|
Verified
8.9
19
7.6
349
|
Verified
9.0
19
8.0
423
|
Verified
9.0
21
Marketing Automation
7.6
406
|
Verified
9.1
22
Feature Not Available
8.8
20
8.1
523
|
Verified
9.0
21
7.6
340
|
Verified
8.9
20
Customer Support
7.8
395
8.9
20
7.8
401
9.2
19
7.9
461
9.1
19
7.6
326
|
Verified
9.0
19
7.8
362
9.0
19
Reporting & Analytics
7.9
527
|
Verified
9.0
20
7.9
551
|
Verified
9.1
21
7.6
388
|
Verified
9.1
19
Mobile & Social
7.8
357
|
Verified
8.8
20
7.7
353
|
Verified
9.6
17
7.8
416
|
Verified
9.0
19
Platform
7.9
315
|
Verified
8.8
12
8.1
310
|
Verified
8.6
13
8.4
321
|
Verified
8.9
12
8.0
215
|
Verified
8.6
12
7.3
88
8.8
12
7.6
250
|
Verified
8.8
12
8.3
320
|
Verified
8.3
13
7.6
215
|
Verified
8.3
13
Integration
8.0
288
|
Verified
9.0
12
7.6
237
|
Verified
8.9
12
7.3
224
|
Verified
9.1
11
Generative AI
6.8
28
Not enough data
Agentic AI - CRM
7.5
8
Not enough data
8.5
8
Not enough data
7.9
8
Not enough data
8.1
8
Not enough data
7.6
7
Not enough data
7.7
8
Not enough data
7.9
8
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
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
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
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
Content
Not enough data
9.8
10
Not enough data
10.0
10
Not enough data
10.0
11
Not enough data
9.8
10
Not enough data
10.0
10
Collaboration
Not enough data
9.7
10
Not enough data
10.0
9
Not enough data
10.0
11
Not enough data
9.8
11
Not enough data
9.7
11
Not enough data
10.0
11
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 - Sales Analytics
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
Data Sourcing
8.2
35
Not enough data
8.6
43
Not enough data
8.3
35
Not enough data
8.7
40
Not enough data
8.0
36
Not enough data
Predictive Analytics
7.9
37
Not enough data
7.9
38
Not enough data
7.8
33
Not enough data
7.8
35
Not enough data
Sales Management
8.5
37
Not enough data
8.1
30
Not enough data
8.7
32
Not enough data
8.8
39
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
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
Categories
Categories
Shared Categories
Insightly CRM and Shape Software are categorized as CRM
Unique Categories
Insightly CRM is categorized as Sales Analytics
Shape Software is categorized as Marketing Automation, Email Template Builder, Auto Dialer, Client Portal, E-Signature, Email Tracking, Outbound Call Tracking, Inbound Call Tracking, SMS Marketing, and Lead Scoring
Reviews
Reviewers' Company Size
Insightly CRM
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
10.1%
Information Technology and Services
6.0%
Construction
4.8%
Computer Software
4.1%
Financial Services
3.9%
Other
71.1%
Financial Services
12.1%
Accounting
10.3%
Real Estate
8.6%
Marketing and Advertising
6.9%
Banking
6.9%
Other
55.2%
Alternatives
Discussions
What is the best of linking email to insightly?
2 Comments
MK
We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. Read more
What is Insightly CRM used for?
2 Comments
DB
Insightly includes project management capabilities that allow users to plan, execute, and monitor projects from within the CRM platformRead more
Will you’re software link with mailchimp
1 Comment
CL
Yes, Insightly integrates with MailChimp.
Learn more details here:
https://www.insightly.com/product/connect-to-apps/mailchimp-crm/Read more
Shape Software has no discussions with answers
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