Airtable vs. Shape Software Comparison


Airtable	Shape Software	+	+
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About Organize your work your way with Airtable. An all-in-one collaboration software, Airtable combines the power of a relational database with the flexibility and ease of use of a spreadsheet. It works across platforms and devices, and syncs data in real-time. Users can choose from different formats to view the tasks at hand, including grid, calendar, Kanban, gallery, and forms.		About Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook		Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Small and large organizations		Audience Mortgage, Solar, Higher Education, Debt, Small Business, Sales & Marketing automation for all industries.
Support Phone Support 24/7 Live Support Online		Support Phone Support 24/7 Live Support Online
API Offers API		API Offers API
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $12.00/month/user Free - $0 Plus - $10 per user per month Pro - $20 per user per month Enterprise - price on request Free Version Free Trial		Pricing $119 No annual contracts billed month-to-month! Additional services include a secure customer portal, digital IP target marketing ads, and ShapeIQ AI lead scoring. Free Version Free Trial
Reviews/Ratings Overall 4.7 / 5 ease 4.6 / 5 features 4.6 / 5 design 4.6 / 5 support 4.4 / 5 Read all reviews		Reviews/Ratings Overall 4.7 / 5 ease 4.6 / 5 features 4.9 / 5 design 4.7 / 5 support 4.6 / 5 Read all reviews
Pros & Cons from Real Users Pros I have the freedom to define different fields, filters, orders, relationships, groups and formulas to organize and analyze the data that I need. Within this platform I can easily switch between various views, as well as grid, calendar, timeline, map, and chart views, all of which I can do within Airtable to visualize my data as effectively as possible. Airtable has templates available and they are custom made for every need that I have when creating tables from scratch and not knowing where to start, this has been great to use, as well as the flexibility of its interface that has opened up the Possibility and ease of customizing dashboards to specific requirements. I like how the interface resembles a spreadsheet, but in this case Airtable has much more advanced functions where I can easily add, edit, organize or delete records, all of which can be done using keyboard shortcuts or simply using the use of drag and drop. With this it has helped me save time within my projects by increasing productivity without sacrificing functionality. I can also integrate collaborative work within this platform, where the members of my work team can leave comments, mention collaborators, receive notifications and modify the boards where Airtable shows the respective records of each member, all this happens in real time and also each user is notified by the actions made by each member who is collaborating together. I like the ability to integrate Airtable with other platforms, this gives me the advantage of being able to connect this platform with hundreds of other services and applications on other platforms that I use. This has allowed me to connect my Airtable databases to Slack, Gmail, Zapier, Mailchimp, Google Drive and Dropbox services, among others. Thus facilitating the automation of workflows, synchronizing data more quickly, being able to send emails, I have also been able to generate reports and do more work without even leaving this platform to do all this. Airtable is useful to manage any type of business, I really like how flexible and customizable it is, I can handle multiple data in multiple ways since it connects or runs within a database. It's like managing a spreadsheet where you can enter various formats and be able to manipulate them to my liking. With this I have been able to create boards, calendars and other ways where I can store information to be able to display it in the style I want, and everything will be connected. With the Airtable interface I have many ways to process data in different tabs by different variables, thanks to this each data is associated to another and I don't have to make repetitive entries. The workspaces are managed separately, although all the data is interconnected within Airtable, these can be managed in workspaces for each client and for each project, in addition to the fact that each workspace has a theme as well. than his own board where he makes everything different and works the way you want. These workspaces can be shared with the corresponding users, or they can be managed completely independently, for example, I can have a work team for each project or simply carry out personal or individual projects. The calendars are also automated and by this, I mean that it is not necessary to add additional information when one is adding data to the boards such as execution dates and assigned tasks, it is simply done automatically, it also shows the people involved in each process and on each date. There are also multiple ways to display in workspaces the way work times will look, such as Gantt charts and a calendar with an overview, giving me a more personalized look by not only having a view preset by this platform, but that with the tools that Airtable gives me and the multiple applications that it has within its store, I can process the data in different ways. + I have loved being able to order lists depending on the expiration date, others I also like that the status can be changed, for example: in progress, sent, etc. This in order to facilitate the work of what is finished and what is not and keep the workflow impeccable. + I have had a good user experience with its interface, it is quite didactic and simple to use since all its panel is well represented graphically depending on the functionalities. Also, I am used to Excel sheets so this made it easier for me to manage well within this platform. + It is nice to have templates which facilitates the work process depending on the type of management that is given to this platform. It is from project monitoring, calendar, launch monitoring, event planning, etc. In turn, it also adapts depending on the industry or work area in which it is located. + I can have different views that allow me to see the data in real time of my projects and thus be able to notice any mishap that is occurring at any time. This is highly valued for me because I don't miss anything that is happening within a project within this platform, so I keep everything organized without losing the workflow. + Its prices have been one of the best than other platforms, and I say this because of the variety of functions that can be used with this platform. I've generally seen other platforms limit themselves to project and task management, however, it doesn't have the wide variety of trackable properties that Airtable does. It also adapts to any area or scope of work to make things easier. First and foremost Airtable assists expand productivity and efficiency across all teams. It's very beneficial for the distribution of tasks. It also helps you in creating a blueprint for projects. Its Gantt graph and table view of tasks are truly excellent. The templates getting started is the best part of Airtable, Airtable sets up various use cases for you ranging from project management templates to Sales CRM and more. Cons Although Airtable is powerful for managing dashboards, that doesn't mean that it doesn't have some limitations that sometimes hinder my user experience. One of this is that under the plan there are limits on various things that can be encountered, such as number of records per database, space for attachments per database, revision history per database, contributors per database, automations per database. and integrations by base. Therefore, in most cases you have to upgrade to the more expensive plan just because a single feature is not available in a lower plan, this can be a problem for small businesses that do not find profitability in paying for a more expensive plan. There is also a complexity limit to handle spreadsheets with respective analyses. While the platform offers basic functions and formulas, it is not as powerful as dedicated spreadsheet software for doing advanced calculations or analysis. I have also faced format issues or errors while importing or exporting data from or to other formats which is frustrating and time consuming. The level of support that Airtable offers is also based on the plan chosen. So free plan users can only access the help center and community forums for support. Users on paid plans can access email support, but may have to wait for a response. Business plan users can access phone support, but may have to pay more for it, which can be a significant inconvenience for those who require immediate assistance. There is a steep learning curve. While the platform is generally easy to use, it has a wide range of features and functions that can take some time to master. Thus becoming a significant inconvenience for individuals or teams that need to start using the platform quickly. There is also a lack of security on this platform, I am aware that this platform has some security measures in place, such as two factor authentication and data encryption, it does not provide the same level of security as other enterprise level platforms. The consequence of this is that sensitive or confidential information may be exposed if a better security measure that is handled in other platforms with a high business level is not implemented. Automations are limited, I can even say that I prefer to use an external platform that can do this job at a lower cost with unlimited automatable tasks and multiple steps. Since Airtable has exaggerated limits with the number of times or tasks that can be executed automatically, plus the steps are not infinite, so it is very difficult to reduce the tasks executed in several steps, instead you have to execute several tasks when the Number of steps reaches its limit. For this reason, I keep opting for other automation tools that, in addition to better integrating other applications with Airtable, also allow more actions to be performed automatically. The version for my tablet and smartphone does not compare at all when using Airtable in the browser, even the desktop version seems more appropriate and complete than it is faithful to the platform in its web version. This is disappointing because I mostly lead a very busy life where I am constantly on the go and require a platform that can move at my pace, I could use Airtable through Safari or Chrome on my tablet but this will have very slow load times having that always load the entire system, on the other hand it is very different to have the application installed where you only consult data and you will not need to download the interface, making the work much faster and more practical. For now, if I want to do more advanced procedures, I have to use my desktop to be able to use all the possible features, otherwise, if I want to use the basics, I have my smartphone or tablet, but I would like all the advanced features to be available on the apps. It does not have a dark mode, it is disappointing that at the moment they cannot make a simple function that changes the theme colors of this platform, it is disappointing that I have to use third-party applications such as a browser extension where you can have a dark mode. Having dark mode natively within Airtable will bring many benefits in that you can spend more time within the platform without eye strain, many platforms currently use it and I don't understand why they haven't implemented this feature. In addition, the Airtable team seems to not listen to the community because there are many things that have been asked to improve / add for better performance and practicality, but no answers or solutions have been received, a disappointment. - It takes time to adapt when talking about full automation. You may need technical support for this work since to see an optimal result there are certain characteristics that must be understood when applying it in your day to day within your company. - I really don't understand why there isn't a field customization, sometimes I wanted to create fields to add data and it hasn't been possible. The only way I have been able to do it is by contacting technical support to be able to perform said action. That feature should be by default in most plans if it is a workaround to add it. - I would like to improve the integration with many applications. An example would be Google spreadsheets, since every change I made to the spreadsheet would be updated directly in Airtable and thus not have to pass everything manually once the work is done on another platform. This would also allow you to easily import what an employee does from a third-party platform that is not implemented in Airtable. - Somehow I have not been able to connect data between databases, this was very annoying because at the end of the day I have to replicate data from one database to another manually and this hinders the day-to-day work since that is not automated process. Please, I would like you to fix this problem. I don't like the customization part and the user interface is messy on certain pages. I'm not sure that Airtable does any one thing extremely well, it does have a ton of functionality but eventually gets limited to more complex use cases limiting scalability.		Pros from Real Users Pros Shape Software’s AI-powered CRM is on another level. The sheer number of features packed into one system is incredible, but what impressed me most is how seamlessly everything works together. Automations, communication tools, lead management, reporting every component feels connected, intuitive, and synchronized. Instead of jumping between multiple platforms, Shape gives you a unified system that actually improves your workflow and speed-to-lead. It’s rare to find a platform with this much power that still feels clean, organized, and easy to use. Highly recommend. Pros: Software is ok, sort of, if you can spend extensive time arguing with the Robot to solve technical, set-up and usage issues. I would have to keep telling the Robot that he must have got the answer wrong... i.e. that can't be right, Robot? Then the Robot would literally respond, your right... here is the right answer. other times, I would figure it out on my own without the Robots help and then I would get back to the Robot and tell him what he got wrong and what the right answer is, and then the bot would say, OK thanks, I'll make a note of that...Literally, I'm not kidding. I spent many late nights trying to learn to use Shape software with no help other than a somewhat confused occasionally helpful Robot. I loved the attention to detail and the patience Chloe spent with me to create the website with Shape, and then the changes I requested to get it right was fantastic! I know I asked for a lot, but Chloe hung in there until it was complete, and I was satisfied. I am very happy with the results. Thank you, Chloe and Shape Team, for the web frontend set up! I'm really liking my switch to Shape. Having worked with Total Expert and Surefire in the past, I'm excited about the opportunities and prospects with Shape. My account executive, Corey Chase, is amazing and has really helped me up my game with my clients! Looking forward to learning and growing with Shape! We’ve been using Shape Software for our mortgage operations, and it has been a game-changer. The platform’s features, from lead management to automated workflows, have significantly streamlined our processes, saving us time and boosting our efficiency. What truly sets Shape apart, though, is the incredible customer support. Tristan has been phenomenal—his expertise, responsiveness, and willingness to go above and beyond have made our experience with Shape exceptional. Whether it’s customizing features to meet our unique needs or providing quick solutions to challenges, Tristan has been a true partner every step of the way. If you’re looking for a powerful, user-friendly CRM backed by top-notch service, I highly recommend Shape Software. Thanks to Tristan and the Shape team for an outstanding partnership! Very helpful when it comes to communication and organizing tasks. It’s easy to communicate and leave notes for managers too. I like the most of this CRM is because it is very user friendly and able to make our daily task more convenient. One of the best things about Shape is its flexibility. You can customize it to suit your specific needs and workflow, which means you don't have to adapt to the software – the software adapts to you. This makes it a great choice for individuals, teams, and organizations of all sizes. The system is great but their support and training is what was the cherry on top for me. Not only did I get to personalize and configure the system on my onboarding call but I've sent many questions to their team and I always get a response the same day. I've used many CRMs in the past and that's always been an achilles heal but not here. I truly believe the functionality of the software would be great if it worked as advertised. Very easy to understand and implement dashboard!
Training Documentation Webinars Live Online In Person		Training Documentation Webinars Live Online In Person
Company Information Airtable Founded: 2013 United States airtable.com		Company Information Shape Software Founded: 2007 United States setshape.com
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Categories Agentic AI AI Agents AI App Generators AI Mobile App Builders Collaboration Contact Management Content Marketing CRM Database Database Management Systems (DBMS) Digital Asset Management Lead Management Product Management Project Management Real Estate CRM Relational Database Task Management Work Management Workflow Management		Categories Bulk SMS Business Intelligence Call Recording Call Tracking Contact Management CRM Email Marketing Financial CRM Law Practice Management Lead Management Legal CRM Legal Document Management Marketing Marketing Automation Marketing Compliance Mortgage and Loans Predictive Dialer Project Management Real Estate CRM Real Estate Lead Generation Sales Sales Acceleration Sales Force Automation Sales Tracking
CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation Show More Features Collaboration Features Brainstorming Calendar Management Chat / Messaging Contact Management Content Management Document Management Project Management Real Time Editing Task Management Version Control Video Conferencing Content Marketing Features Audience Targeting Brand Management Campaign Management Categorization / Grouping Conversion Tracking Distribution Management Editorial Calendar Multi-Channel Publishing Publish Scheduling SEO Management Social Media Management Video Management Database Features Backup and Recovery Creation / Development Data Migration Data Replication Data Search Data Security Database Conversion Mobile Access Monitoring NOSQL Performance Analysis Queries Relational Interface Virtualization Digital Asset Management Features Asset Categorization Asset Library Asset Sharing Brand Control Customizable Branding File Conversion Metadata Management Mobile App Reporting/Analytics Search Within Document Search/Filter Version Control Watermarking Workflow Management Product Management Features Collaboration Feedback Collection Idea Management Milestone Tracking Prioritization Product Roadmapping Release Management Requirements Management Resource Management Workflow Management Task Management Features Collaboration Create Subtasks Gamification Gantt Charts Mobile Access Percent-Complete Tracking Progress Tracking Recurring Tasks Reporting/Analytics Spreadsheet View Task Board View Task Planning Task Scheduling Task Tracking Time Tracking To-Do List View Workflow Management Features Access Controls/Permissions Approval Process Control Business Process Automation Calendar Management Compliance Tracking Configurable Workflow Customizable Dashboard Document Management Forms Management Graphical Workflow Editor Mobile Access No-Code Task Management Third Party Integrations Workflow Configuration		CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation Show More Features Business Intelligence Features Ad Hoc Reports Benchmarking Budgeting & Forecasting Dashboard Data Analysis Key Performance Indicators Natural Language Generation (NLG) Performance Metrics Predictive Analytics Profitability Analysis Strategic Planning Trend / Problem Indicators Visual Analytics Call Recording Features Archiving Call Sharing Distributed Call Recording Event Triggered Recording File Transfer Instant Retrieval On-Demand Recording Recording Bookmarking Scheduled Recording Screen Activity Recording Video Call Recording Call Tracking Features Call Log Call Recording Call Routing Caller Identification Campaign Management Conversion Tracking CRM IVR / Voice Recognition Keyword Tracking Email Marketing Features A/B Testing Artificial Intelligence Auto-Responders CAN SPAM Compliance Customer Surveys Drip Campaigns Dynamic Content Event Triggered Email Image Library Landing Pages/Web Forms Mailing List Management Mobile Optimized Emails Reporting/Analytics Subscriber Management Template Management WYSIWYG Email Editor Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Law Practice Management Features Billing & Invoicing Calendar Management Client Portal Conflict Management Contract Management CRM Document Management Email Management Legal Case Management Task Management Time Tracking Trust Accounting Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control Marketing Automation Features A/B Testing Analytics / ROI Tracking Artificial Intelligence Content / Blogging Platform Customizable CTAs Drip Campaigns Dynamic Content Landing Pages / Web Forms Lead Scoring Sales Intelligence Search Marketing Segmentation Social Marketing Website Visitor Tracking Mortgage and Loans Features Amortization Schedule Client Database Closing Documents Commercial Mortgages Contact Management Credit Reporting Customer Statements Document Management Electronic Applications Government Loans Loan Origination Loan Servicing Pipeline Management Pre-Qualification Refinance Management Residential Mortgages Predictive Dialer Features Call Monitoring Call Recording Call Results Call Transfer Callback Scheduling Campaign Specific Caller ID Contact Management FCC Compliance FTC Compliance Lead Capture Lead Management Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management Sales Tracking Features Activity Dashboard Alerts / Notifications Appointment Scheduling Call Logging Comments / Notes Custom Reports Document Management Email Templates Interaction Tracking Lead Management Lead Scoring Pipeline Management Reporting / Analytics Task Management
Integrations Mailchimp Stripe Stripe Billing Trello Twilio Zapier Abyssale ApiTraffic.io Bravo Conduit Leap AI MCPTotal Plasmic Radiantly SiFi Sim SiteDocs SocialCrowd SuperOkay UnifyApps Show More Integrations View All 634 Integrations		Integrations Mailchimp Stripe Stripe Billing Trello Twilio Zapier Abyssale ApiTraffic.io Bravo Conduit Leap AI MCPTotal Plasmic Radiantly SiFi Sim SiteDocs SocialCrowd SuperOkay UnifyApps Show More Integrations View All 25 Integrations
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