Compare Shape Software and Zoho CRM 
At a Glance
Market Segments
Small-Business (60.3% of reviews)
Small-Business (61.6% of reviews)
Entry-Level Pricing
$119.00 Per Month
Free
Shape 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 SoftwareZoho CRM
Star Rating
(2,892)4.1 out of 5
Market Segments
Small-Business (61.6% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Zoho CRM excels in providing a comprehensive suite of features at a competitive price, making it a popular choice for small businesses. Users appreciate its ability to integrate sales automation, analytics, and multichannel engagement, which helps streamline operations and drive growth.
- Users say that Shape Software shines in its lead capture and management capabilities, offering tools that effectively streamline the sales pipeline. Reviewers highlight the platform's ability to create custom workflows and automate repetitive tasks, which can significantly enhance efficiency.
- According to verified reviews, Zoho CRM is praised for its user-friendly interface and ease of navigation. New users often find the onboarding process intuitive, allowing them to quickly adapt to the platform and leverage its features without extensive training.
- Reviewers mention that Shape Software provides robust marketing automation tools, including email campaigns and lead scoring, which are beneficial for businesses looking to enhance their marketing efforts. This feature set is particularly appealing for users focused on optimizing their outreach strategies.
- G2 reviewers highlight that while Zoho CRM has a higher overall satisfaction score, Shape Software boasts a slightly better rating in terms of support quality. Users commend Shape for its responsive customer service, which can be crucial for businesses needing timely assistance.
- Users report that Zoho CRM's extensive feature set can sometimes feel overwhelming, especially for smaller teams. However, its scalability and flexibility are often noted as significant advantages, allowing businesses to grow without needing to switch platforms.
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
Zoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
Shape Software
No trial information availableZoho CRM
Free Trial is available
Ratings
Meets Requirements
8.9
42
8.4
2,460
Ease of Use
9.3
41
8.3
2,479
Ease of Setup
7.8
13
8.0
1,250
Ease of Admin
8.2
12
8.0
1,019
Quality of Support
9.1
40
7.6
2,253
Has the product been a good partner in doing business?
8.3
12
8.0
995
Product Direction (% positive)
8.3
34
8.0
2,395
Features by Category
Signature Process
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
Not enough data
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
10.0
10
Not enough data
10.0
11
Not enough data
10.0
11
Not enough data
Platform
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
Not enough data
Sales Force Automation
9.1
20
8.5
1647
|
Verified
9.3
19
8.3
876
|
Verified
8.8
20
8.2
1566
|
Verified
9.3
20
8.2
1632
|
Verified
8.9
20
7.8
1186
|
Verified
9.0
19
8.4
671
|
Verified
8.9
19
7.9
1217
|
Verified
9.0
19
8.0
1209
|
Verified
9.0
21
8.2
1323
|
Verified
Marketing Automation
9.1
22
8.0
1343
|
Verified
8.8
20
7.9
1304
|
Verified
9.0
21
8.4
1538
|
Verified
8.9
20
7.9
1126
|
Verified
Customer Support
8.9
20
8.0
1201
|
Verified
9.2
19
7.9
1204
|
Verified
9.1
19
7.9
1236
|
Verified
9.0
19
7.8
1068
|
Verified
9.0
19
8.0
1113
|
Verified
Reporting & Analytics
9.0
20
8.2
1510
|
Verified
9.1
21
8.2
1559
|
Verified
9.1
19
8.1
1055
|
Verified
Mobile & Social
8.8
20
8.1
1082
|
Verified
9.6
17
8.0
1091
|
Verified
9.0
19
8.0
1201
|
Verified
Platform
8.8
12
8.1
865
|
Verified
8.6
13
8.1
838
|
Verified
8.9
12
8.4
857
|
Verified
8.6
12
8.1
647
|
Verified
8.8
12
7.8
547
|
Verified
8.8
12
8.1
718
|
Verified
8.3
13
8.4
845
|
Verified
8.3
13
8.1
661
|
Verified
Integration
9.0
12
8.3
651
|
Verified
8.9
12
8.1
640
|
Verified
9.1
11
8.0
600
|
Verified
Generative AI
Not enough data
8.2
180
Agentic AI - CRM
Not enough data
8.0
65
Not enough data
8.3
63
Not enough data
8.1
66
Not enough data
8.0
65
Not enough data
8.3
64
Not enough data
8.3
64
Not enough data
8.3
64
Email Marketing
9.4
19
Not enough data
9.7
18
Not enough data
9.8
17
Not enough data
9.4
18
Not enough data
Online Marketing
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
Not enough data
Lead Management
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
Not enough data
Campaign Management
9.3
18
Not enough data
9.6
16
Not enough data
9.4
18
Not enough data
9.3
18
Not enough data
Social
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
Not enough data
Reporting & Analytics
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
Not enough data
Platform
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
Not enough data
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
9.4
11
Not enough data
9.1
11
Not enough data
8.9
11
Not enough data
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
60
Not enough data
8.3
56
Not enough data
8.4
61
Pricing
Not enough data
8.1
63
Not enough data
7.5
58
Not enough data
8.1
57
Not enough data
8.4
59
Not enough data
8.6
59
Not enough data
8.5
57
Quoting
Not enough data
8.4
59
Not enough data
8.3
53
Not enough data
8.4
54
Not enough data
8.4
56
Not enough data
8.6
53
Admin
Not enough data
8.2
90
Not enough data
7.7
84
Not enough data
8.3
87
Not enough data
8.3
84
Channels
Not enough data
8.1
58
Not enough data
7.7
53
Not enough data
8.0
50
Platform
Not enough data
8.4
90
Not enough data
8.2
86
Not enough data
8.0
78
Not enough data
8.5
89
Not enough data
8.4
91
Not enough data
8.6
20
Generative AI - cpq
Not enough data
7.4
15
Not enough data
7.5
16
Not enough data
7.7
16
Competition
Not enough data
8.7
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
8.5
55
|
Verified
Not enough data
7.9
18
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
61
|
Verified
Not enough data
8.8
59
Not enough data
8.7
45
Platform
Not enough data
8.8
65
|
Verified
Not enough data
8.9
64
|
Verified
Not enough data
8.8
58
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.8
63
|
Verified
Employee Features
Not enough data
8.9
66
|
Verified
Not enough data
8.8
68
|
Verified
Not enough data
8.8
68
|
Verified
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
Lead Facilitation
Not enough data
8.4
72
Not enough data
8.8
73
Not enough data
8.8
73
Not enough data
8.8
73
Organization
Not enough data
8.6
74
Not enough data
8.4
73
Not enough data
8.6
73
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
75
Sales Analysis
Not enough data
8.4
69
Not enough data
8.4
73
Generative AI
Not enough data
8.3
27
Not enough data
8.1
27
Agentic AI - AI Sales Assistant
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
Integrated Workflows
Not enough data
8.7
161
Not enough data
8.8
157
Not enough data
8.3
146
Not enough data
8.2
142
Not enough data
8.9
155
Not enough data
8.8
153
Not enough data
8.5
148
Repeatability and Reportability
Not enough data
8.4
145
Not enough data
8.6
150
Not enough data
8.6
143
Not enough data
8.2
139
Not enough data
7.9
121
AI and Automation
Not enough data
8.3
147
Not enough data
8.5
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.5
69
Agentic AI - Sales Engagement
Not enough data
7.9
28
Not enough data
7.8
26
Not enough data
8.0
27
Not enough data
7.9
26
Not enough data
7.7
27
Not enough data
8.0
27
Not enough data
8.1
26
Dialing Options
10.0
11
Not enough data
9.3
10
Not enough data
Not enough data
Not enough data
Agent Tools
9.8
10
Not enough data
9.2
11
Not enough data
9.4
11
Not enough data
Automation
10.0
10
Not enough data
9.3
10
Not enough data
9.3
12
Not enough data
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
10.0
12
Not enough data
9.3
12
Not enough data
9.6
12
Not enough data
9.9
12
Not enough data
Edit
9.5
13
Not enough data
9.9
12
Not enough data
9.4
13
Not enough data
Logistics
10.0
12
Not enough data
9.7
12
Not enough data
9.4
13
Not enough data
9.4
13
Not enough data
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
Customer Requirements
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.5
53
Contracts
Not enough data
8.5
51
Not enough data
8.2
48
Not enough data
8.4
51
Revenue
Not enough data
8.5
53
Not enough data
8.5
51
Not enough data
8.4
48
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
Platform Basics
Not enough data
8.4
98
Not enough data
8.6
93
Not enough data
8.6
97
Not enough data
8.4
89
Not enough data
8.9
57
Agentic AI - Customer Journey Mapping
Not enough data
7.1
12
Content
9.8
10
8.9
79
10.0
10
8.6
76
10.0
11
8.5
76
9.8
10
8.7
77
10.0
10
8.6
74
Collaboration
9.7
10
8.8
76
10.0
9
8.5
78
10.0
11
9.0
80
9.8
11
9.0
83
9.7
11
8.7
78
10.0
11
8.7
75
Lead Monitoring
Not enough data
9.0
42
Not enough data
8.9
42
Not enough data
8.7
42
Agentic AI - Lead Capture
Not enough data
7.2
27
Not enough data
7.2
27
Data Capture
Not enough data
8.3
42
Not enough data
8.5
42
Not enough data
8.1
42
Not enough data
8.3
42
Analytics
Not enough data
9.1
42
Not enough data
8.8
42
Customization
Not enough data
8.7
41
Not enough data
8.6
41
Not enough data
8.7
42
Not enough data
8.7
42
Agentic AI - Lead Scoring
Not enough data
6.4
12
Not enough data
6.7
13
Not enough data
6.7
12
Not enough data
6.8
12
Attribution
Not enough data
8.5
21
Not enough data
8.6
22
Not enough data
8.0
21
Discovery
Not enough data
8.6
22
Not enough data
8.3
21
Not enough data
8.3
22
Management
Not enough data
8.4
22
Not enough data
8.4
22
Platform
Not enough data
8.4
22
Not enough data
8.3
21
Agentic AI - Sales Performance Management
Not enough data
7.9
21
Not enough data
8.1
20
Not enough data
7.9
21
Incentives
Not enough data
8.2
154
|
Verified
Not enough data
8.4
161
|
Verified
Not enough data
8.0
153
|
Verified
Not enough data
8.4
162
|
Verified
Personalization
Not enough data
8.5
178
|
Verified
Not enough data
8.6
179
|
Verified
Not enough data
8.6
185
|
Verified
Not enough data
8.4
172
|
Verified
Administrative
Not enough data
8.5
170
|
Verified
Not enough data
8.5
174
|
Verified
Not enough data
8.4
162
Agentic AI - Email Tracking
Not enough data
7.7
30
Not enough data
7.5
29
Not enough data
7.6
30
Not enough data
7.0
29
Not enough data
7.0
30
Not enough data
7.4
30
Not enough data
7.6
29
Analytics
10.0
12
8.3
139
9.9
12
8.3
144
9.7
11
8.4
145
Customizations
10.0
11
8.7
149
10.0
12
8.8
146
9.9
12
8.8
147
9.7
12
8.7
143
10.0
11
8.6
148
Generative AI
Not enough data
7.6
59
Agentic AI - Sales Analytics
Not enough data
7.5
29
Not enough data
7.5
29
Not enough data
7.1
29
Not enough data
7.4
29
Not enough data
7.5
29
Data Sourcing
Not enough data
8.3
145
Not enough data
8.4
149
Not enough data
8.3
142
Not enough data
8.6
156
Not enough data
8.5
147
Predictive Analytics
Not enough data
8.5
147
Not enough data
8.3
139
Not enough data
8.0
124
Not enough data
8.2
130
Sales Management
Not enough data
8.5
154
Not enough data
8.3
131
Not enough data
8.5
145
Not enough data
8.8
152
Agentic AI - Outbound Call Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Calling
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
Not enough data
Contacts
9.7
10
Not enough data
9.1
11
Not enough data
10.0
10
Not enough data
Insights
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
Not enough data
Agentic AI - Sales Enablement
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
6.1
6
Content Management
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
8.0
10
Not enough data
8.8
10
Not enough data
8.2
10
Analytics
Not enough data
9.0
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Learning Management - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Enablement - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Relationship Management - Insurance 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
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Phone Number Management
9.8
11
Not enough data
9.4
12
Not enough data
9.3
12
Not enough data
Tracking
9.7
11
Not enough data
9.8
10
Not enough data
9.8
10
Not enough data
Analytics
9.4
11
Not enough data
10.0
11
Not enough data
9.4
11
Not enough data
9.8
10
Not enough data
Call Routing
10.0
9
Not enough data
9.4
11
Not enough data
9.2
11
Not enough data
Administration
10.0
10
Not enough data
10.0
11
Not enough data
10.0
10
Not enough data
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
Shape Software and Zoho CRM are categorized as Client Portal, Email Tracking, CRM, and Lead Scoring
Unique Categories
Shape Software is categorized as Marketing Automation, Email Template Builder, Auto Dialer, E-Signature, Outbound Call Tracking, Inbound Call Tracking, and SMS Marketing
Zoho CRM is categorized as Customer Journey Mapping, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Sales Analytics, Sales Gamification, Sales Performance Management, CPQ, Lead Capture, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
Shape Software
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho CRM
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
Financial Services
12.1%
Accounting
10.3%
Real Estate
8.6%
Marketing and Advertising
6.9%
Banking
6.9%
Other
55.2%
Information Technology and Services
16.0%
Computer Software
9.9%
Marketing and Advertising
8.8%
Financial Services
3.6%
Real Estate
3.5%
Other
58.2%
Alternatives
Discussions
Shape Software has no discussions with answers
What have you found better than ZOHO
5 Comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
Is Zoho CRM really free?
4 Comments
AP
Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has...Read more
can we create segmentation in this
3 Comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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