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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.

About

Zendesk is an AI-powered service solution that’s easy to set up, use, and scale. It works out-of-the-box and adapts quickly, enabling businesses to move faster. Built on billions of CX interactions, Zendesk AI supports the whole service journey—from self-service to agents to admins—helping teams resolve issues faster and operate efficiently at scale. Zendesk empowers agents with tools, insights, and context to deliver personalized service on any channel—social messaging, phone, or email. It unifies personalized conversations, omnichannel case management, AI workflows, automation, and a Marketplace of 1200+ apps. Easy to implement, it frees teams from relying on IT or costly partners. Serving over 130K global brands in 30+ languages, Zendesk simplifies business complexity to create meaningful customer connections. Headquartered in San Francisco, it operates worldwide.

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

Mortgage, Solar, Higher Education, Debt, Small Business, Sales & Marketing automation for all industries.

Audience

Businesses of all sizes looking to enhance customer service operations with AI-powered tools and multi-channel support

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

Screenshots and Videos

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

Pricing

$25/agent/month
Free Version
Free Trial

Reviews/Ratings

Overall 4.7 / 5
ease 4.6 / 5
features 4.9 / 5
design 4.7 / 5
support 4.6 / 5

Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.7 / 5
design 4.7 / 5
support 4.5 / 5

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!

Pros from Real Users

Pros

  • I am very impressed by the high level of customization and flexibility. With the ability to create custom fields, workflows, triggers, automations, views, and knowledge centers, we can tailor the platform to our specific needs and streamline our processes. Zendesk Support Suite has a large community and has a comprehensive knowledge base. Whether we're looking for answers to technical questions or best practices for handling certain customer situations, we can always find helpful resources and support within the community. Zendesk Support Suite's sleek and intuitive user interface is also a big plus. Even new team members can quickly navigate and use the platform, saving us time and improving our overall efficiency. One thing that sets Zendesk Support Suite apart from other customer support platforms is its constant product updates and new features. With regular updates, Zendesk Support Suite always adapts to industry best practices and customer needs, ensuring we have access to the latest tools and technologies. Also, the Zendesk Support Suite with many third-party apps and platforms is a huge plus for our team. We can seamlessly connect with other tools and systems we use every day, like Salesforce, Slack, Shopify, Google Workspace, and more.
  • Zendesk is a software that feels very versatile, it offers multiple solutions that can be adapted for every work area and type of business. When it comes to providing service features to our business, it works amazingly and it has a couple of tools that improve our service everyday and it strives to offer a better service every day. Some of the main tools that are helping our business improve the support service are the following: -Customers are able to reach out to us via their preferred site, it can be through email, live chat, message, and the conversation will always stay connected no matter if they decide to reply via other method, it is a great thing to have because we don’t have to constantly be checking on each site to see if someone is reaching out for support, but we have a single centralized site that combines all of these platforms and organizes all the customers reaching out. -The AI service works really great and is good at times when customers are reaching out about simple questions and the bot can answer those, saving us time for the most elaborate and more technical issues that another customer might have, it is also incredibly convenient because it works exactly as an agent and can be modified to cater to customers’ needs more accurately, providing a nice customer service for everyone and saving us a lot of money and energy that we can spend on other tasks. -Thanks to Zendesk’s great tools, we are able to organize all our data and simplify it by collecting the most critical and important parts of it for better management of all our tickets, this helps us be more conscious of our data and assign the best person to attend each case based on the individual ability of our team members.
  • Zendesk has some pretty robust customizable options, it really allows you to match specific needs fairly easily, more than other customer software programs. Another advantages is the scalability, you can start as a one-person team and scale it to pretty much any level without any sort of issues.
  • Zendesk support page can be inserted on any website, application and business social media accounts. It also helps in generating feedback after issues are marked resolved. It can create tickets and share a prioritized list of queries to respond.
  • Zendesk has been super nice to swap over to. It is customizable and user friendly. I feel like we have not gotten into all of the features of this product yet. But we are definitely learning!
  • Zendesk allows you to customize your company's call center. From the welcoming message to hold music, the choice is yours. The software is user-friendly and designed well.
  • This is by far the best support I have ever had in a CSM/CRM. The Zendesk team is so amazing in response time and solution solving. I also love the ease-of-use for this software calls are easy to answer and respond to, the ticket system is so great as well.
  • Zendesk offers a very intuitive interface, scripted replies, robust user management and case management, as well as tons of integrations with 3rd party software. You can also customize it to an extent people won't even know you're using Zendesk :)
  • The number of tickets we can continuously review and manage in Zendesk is almost unlimited, which helps customers interact with us whenever they need to, which works to make them feel much more comfortable with our part of the service and the possibilities they have to tell us about their cases.
  • To keep in touch with any doubt or problem that a customer may have, Zendesk offers us a home page that provides, through the creation of stickers, a record of all the information coming from those customers to attend their request. In addition, it has a multichannel section to communicate with users, among them are: email, Twitter, internal chat, phone calls, among others.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Shape Software
Founded: 2007
United States
setshape.com

Company Information

Zendesk
Founded: 2007
United States
www.zendesk.com

Alternatives

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Alternatives

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Freshworks
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monday CRM

monday CRM

monday.com

Categories

Categories

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

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

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

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

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

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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

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

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

Call Center Features

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
Inbound Call Center
IVR / Voice Recognition
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Chatbot Features

Call to Action
Context and Coherence
Human Takeover
Inline Media / Videos
Machine Learning
Natural Language Processing
Payment Integration
Prediction
Ready-made Templates
Reporting / Analytics
Sentiment Analysis
Social Media Integration

Complaint Management Features

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management

Conversational AI Features

Code-free Development
Contextual Guidance
For Developers
Intent Recognition
Multi-Languages
Omni-Channel
On-Screen Chats
Pre-configured Bot
Reusable Components
Sentiment Analysis
Speech Recognition
Speech Synthesis
Virtual Assistant

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Service Features

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Experience Management Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

IT Service Features

Contract Management
Incident Management
IT Asset Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM Features

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Issue Tracking Features

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Knowledge Management Features

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Live Chat Features

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Integrations

CallTools
Mailchimp
Microsoft Outlook
RingCentral RingCX
Trello
Twilio
Ytel
Zapier
Arcade
BugReplay
EdgeTier
Encompass
Gobii
IcePanel
Oomnitza
Shortcut
SnapEngage
Sune
SupportYourApp
Userlane

Integrations

CallTools
Mailchimp
Microsoft Outlook
RingCentral RingCX
Trello
Twilio
Ytel
Zapier
Arcade
BugReplay
EdgeTier
Encompass
Gobii
IcePanel
Oomnitza
Shortcut
SnapEngage
Sune
SupportYourApp
Userlane