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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
(931)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 SoftwareSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Insightly CRM excels in its document signing capabilities, with a stellar score of 9.7 for Document Signing, while Shape Software also performs well but does not have a specific score listed for this feature.
- Reviewers mention that Shape Software shines in Sales Force Automation, particularly in Contact & Account Management, where it scored 9.1 compared to Insightly's 8.4, indicating a more robust feature set for managing customer relationships.
- G2 users highlight that Shape Software offers superior ease of use with a score of 9.3, while Insightly CRM scored 8.4, suggesting that users find Shape's interface more intuitive and user-friendly.
- Users on G2 report that Insightly CRM has a strong performance in email marketing features, particularly in Automated Email Responses with a score of 9.4, while Shape Software's email marketing capabilities are rated lower at 7.6.
- Reviewers mention that Shape Software provides better customer support, scoring 9.1 in Quality of Support compared to Insightly's 8.0, indicating that users may have a more positive experience when seeking assistance.
- Users say that both products have strong reporting capabilities, but Shape Software edges out with a score of 9.0 in Reporting & Analytics, while Insightly scored 7.9, suggesting that Shape offers more comprehensive insights into business performance.
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
8.3
789
8.9
42
Ease of Use
8.4
794
9.3
41
Ease of Setup
8.3
351
7.8
13
Ease of Admin
8.5
336
8.2
12
Quality of Support
8.1
676
9.1
40
Has the product been a good partner in doing business?
8.5
321
8.3
12
Product Direction (% positive)
8.0
764
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
400
9.2
19
7.9
460
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
550
|
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
4.0%
Other
71.0%
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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