Shape

Manage sales, marketing, and customer relationships in retail.

Shape Overview

Updated September 18, 2025

Shape CRM is a versatile platform designed to help retail businesses streamline customer management, sales, and marketing processes in one place. It provides tools for lead tracking, customer communication, and workflow automation, which improve efficiency and customer engagement.

With its customizable features and user-friendly interface, Shape enables businesses to build stronger customer relationships, organize data effectively, and drive growth through smarter, more organized retail operations.

Key Features

Customer Relationship Management : Centralized platform that helps businesses capture, organize, and track customer data. So it improves communication and builds stronger long-term relationships.
Sales Automation : Automated workflows that handle repetitive sales tasks and reminders, which allow teams to focus more on closing deals and driving revenue.
Marketing Campaigns : Built-in tools for creating, sending, and analyzing targeted campaigns that improve engagement and deliver measurable results across different communication channels.
Lead Management : Complete system for capturing, scoring, and nurturing leads. It ensures better follow-up and higher chances of converting prospects into loyal customers.
Reporting and Analytics : Real-time dashboards and detailed reports that provide insights into performance, which support better decisions and highlight areas for improvement.
Integration Capabilities : Seamless connections with third-party apps and services that enhance efficiency, which give businesses flexibility to use the tools they already rely on.

Price

Plan Name	Price	Key Inclusions
Shape Professional	Not publicly posted	Lead management, automation, onboarding, support (standard across all plans)
Shape Engage	Not publicly posted	Presumably includes more advanced tools (exact details not listed)
Shape Complete	Not publicly posted	Likely full suite access—requires contacting sales
Add-On Services	Usage-based pricing posted	Includes Google Maps API, email validation, live call monitoring, etc.

Pricing details: https://setshape.com/pricing

Pros

Competitor	Pros of Shape
Salesforce Sales Cloud	Shape includes built-in VoIP, marketing templates, and partner tracking without costly add-ons. It brings everything together in one intuitive platform that simplifies workflows and keeps costs down.
HubSpot CRM	Shape offers more advanced built-in sales and marketing automation and a fully integrated mobile experience, which gives users access to calling, texting, and lead scoring in one place.
Zoho CRM	Shape delivers a more cohesive experience with automation, telephony, and AI lead scoring baked into one tool. Users don’t need to stitch together separate Zoho apps or add extra modules.
Pipedrive	Shape packs more than just a visual pipeline. It adds built-in calling, texting, marketing sequences, and AI-driven lead scoring in one interface that goes beyond simple sales tracking.
ActiveCampaign	Shape gives comparable automation power while also offering built-in communications (calls and texts) and a customer portal within a single CRM, reducing reliance on external tools.

Cons

Competitor	Cons of Shape
Salesforce Sales Cloud	Salesforce provides unmatched scalability, a vast app ecosystem, AI tools like Einstein, and deep customization that Shape can’t match for large enterprises.
HubSpot CRM	HubSpot offers a generous free tier and smooth onboarding experience, which makes it more accessible for startups—Shape’s pricing and learning curve may feel heavier.
Zoho CRM	Zoho brings a broader suite of business apps (finance, helpdesk, analytics) and flexible pricing tiers. Shape is more focused but less expansive in the broader business ecosystem.
Pipedrive	Pipedrive tends to be more budget-friendly for smaller teams and offers a simpler interface. Shape’s richer feature set comes at a higher price and learning investment.
ActiveCampaign	ActiveCampaign shines in email and marketing automation, often with more sophisticated features and AI-powered campaign personalization. Shape groups tools together but may lack some advanced automation finesse.

Customers' Reviews From Reliable Websites

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