Shape Software vs Attio Comparison

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Shape Software

CRM Software

4.7 103 user ratings

Get Free Advice

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Attio

CRM Software

4.8 12 user ratings

Get Free Advice

Overview

Description

Shape Software software is an all-in-one CRM, Sales, and Marketing Automation for business. The software offers tools to capture leads, send follow ups, and manage client projects within one easy-to-use interface. Collaborate with your team to send high quality newsletters, emails, and drip campaigns for leads. Generate custom reports to measure the performance of workflows. Small, Medium companies make use of the software. Read more

Attio is reinventing customer relationship management for the modern business. As the CRM platform of the future, Attio goes beyond traditional CRM solutions by providing complete customizability, intuitive collaboration features, and unparalleled data-driven insights that adapt in real-time to how the business operates and evolves. With Attio, professionals can build a tailored CRM solution to match their organization's unique needs and processes without the restrictions of a rigid, one-size-fits-all system. The platform makes it simple to set up customized workflows, fields, and integrations that power productivity and alignment across teams. Data is seamlessly integrated from all business systems into one centralized hub that delivers actionable intelligence and unprecedented visibility into the entire customer lifecycle. Attio sets a new standard for CRM usability with an intuitive, user-friendly interface that minimizes training requirements and encourages natural collaboration. Team members can easily share relevant customer information in real-time, work together on accounts, and provide transparency across the organization. As a true next-generation CRM, Attio evolves alongside the needs of modern businesses. Read more

Pricing Options

Free Trial Available
Starts at $99.00.

Free Trial Not Available
Starts at $29.00. Offers Free-forever plan.

SW Score & Breakdown

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

98%
Reviews

77%
Momentum

62%
Popularity

77%

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

92%
Reviews

68%
Momentum

65%
Popularity

72%

Features

Total Features	25 Features	20 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 16 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 12 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Online	24/7 (Live rep) Online
API Support	Available	Available

Reviews & Ratings

User Rating	4.7/5 103 user ratings	4.8/5 12 user ratings
Rating Distribution	Excellent 87.4% Very Good 4.9% Average 0% Poor 3.9% Terrible 3.9%	Excellent 83.3% Very Good 16.7% Average 0% Poor 0% Terrible 0%
User Sentiments	User-friendly interface, Excellent customer support, Extensive integrations, Effective automation features Limited UI customization, Steep learning curve for automation features, Occasional slow loading times, Potentially complicated phone system setup	Not Available
Review Summary	Overall, users praise Shape Software for its user-friendly interface, ease of use, and comprehensive functionality. Its robust features, such as project management, time tracking, and reporting, are particularly lauded. Users also appreciate its customization options and integration capabilities. However, some users have expressed concerns about the occasional glitches and lack of certain features. Additionally, its pricing plans may not be suitable for all businesses.	Not Available
	Read All User Reviews	Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Available Starts at $99.00.	Free Trial Not Available Starts at $29.00. Offers Free-forever plan.
Pricing Plans Monthly Plans Annual Plans	Shape Software $99.00 $99.00 per user / month	Free Free Plus $29.00 $34.00 per month Pro $59.00 $69.00 per month Enterprise $119.00 $119.00 per user / month
	View Detailed Pricing	View Detailed Pricing

Alternatives

	SimpleCRM 4.4 16 ratings Shape Software Vs SimpleCRM CRM.io by 500apps 5 2 ratings Shape Software Vs CRM.io by 500apps SalesCRM Shape Software Vs SalesCRM Second CRM 4 1 ratings Shape Software Vs Second CRM DigitalCRM.com Shape Software Vs DigitalCRM.com	Salesforce 4.5 30 ratings Attio Vs Salesforce HubSpot CRM 4.5 40 ratings Attio Vs HubSpot CRM Pipedrive CRM 4.7 48 ratings Attio Vs Pipedrive CRM Pipeline CRM 4.5 923 ratings Attio Vs Pipeline CRM Copper CRM (Formerly ProsperWorks) 4.7 36 ratings Attio Vs Copper CRM (Formerly ProsperWorks)
	View All Shape Software Alternatives	View All Attio Alternatives