Compare Shape Software vs. Zendesk in 2026

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Average Ratings 136 Ratings

Total

ease

features

design

support

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Average Ratings 7,958 Ratings

Total

ease

features

design

support

Read all reviews

Description

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Description

Zendesk serves as a robust customer service platform aimed at optimizing support processes and improving the overall experience for customers. With an extensive array of features such as automated AI tools, messaging, live chat, and customizable workflows, it empowers companies to deliver tailored and effective support through various channels. The platform also integrates effortlessly with other applications and offers real-time analytics, enabling organizations to make informed, data-backed choices. Designed to accommodate businesses of any scale—from emerging startups to established corporations—Zendesk prioritizes scalability, security, and the satisfaction of its users. Ultimately, its versatile solutions ensure that companies can adapt their customer service approach to meet evolving demands efficiently.

API Access

Has API Yes

API Access

Has API Yes

Screenshots View All

Screenshots View All

Integrations

CallTools Yes

Mailchimp Yes

Microsoft Outlook Yes

RingCentral RingCX Yes

Trello Yes

Twilio Yes

Ytel Yes

Zapier Yes

BluIP No

CallSquad No

Show More Integrations

Explore All 25 Integrations

Integrations

CallTools Yes

Mailchimp Yes

Microsoft Outlook Yes

RingCentral RingCX Yes

Trello Yes

Twilio Yes

Ytel Yes

Zapier Yes

BluIP Yes

CallSquad Yes

Show More Integrations

Explore All 1940 Integrations

Pricing Details

$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 Trial No

Free Version No

Pricing Details

$25/agent/month

Free Trial Yes

Free Version No

Deployment

Web-Based Yes

On-Premises No

iPhone App Yes

iPad App Yes

Android App Yes

Windows Yes

Mac Yes

Linux Yes

Chromebook Yes

Deployment

Web-Based Yes

On-Premises No

iPhone App Yes

iPad App Yes

Android App Yes

Windows No

Mac No

Linux No

Chromebook No

Customer Support

Business Hours Yes

Live Rep (24/7) Yes

Online Support Yes

Customer Support

Business Hours Yes

Live Rep (24/7) Yes

Online Support Yes

Types of Training

Training Docs Yes

Webinars Yes

Live Training (Online) Yes

In Person No

Types of Training

Training Docs Yes

Webinars Yes

Live Training (Online) No

In Person Yes

Vendor Details

Company Name

Shape Software

Founded

2007

Country

United States

Website

setshape.com

Vendor Details

Company Name

Zendesk

Founded

2007

Country

United States

Website

www.zendesk.com

Product Features

Bulk SMS

Business Intelligence

Ad Hoc Reports No

Benchmarking Yes

Budgeting & Forecasting No

Dashboard Yes

Data Analysis Yes

Key Performance Indicators Yes

Natural Language Generation (NLG) No

Performance Metrics Yes

Predictive Analytics Yes

Profitability Analysis Yes

Strategic Planning No

Trend / Problem Indicators Yes

Visual Analytics Yes

Call Recording

Archiving Yes

Call Sharing Yes

Distributed Call Recording Yes

Event Triggered Recording No

File Transfer Yes

Instant Retrieval Yes

On-Demand Recording Yes

Recording Bookmarking No

Scheduled Recording Yes

Screen Activity Recording No

Video Call Recording No

Call Tracking

CRM Yes

Call Log No

Call Recording Yes

Call Routing Yes

Caller Identification Yes

Campaign Management Yes

Conversion Tracking Yes

IVR / Voice Recognition Yes

Keyword Tracking Yes

Contact Management

Activity Management Yes

Appointment Management Yes

Contact Database Yes

Contact History Yes

Contact Import/Export Yes

Customer Pipeline Yes

Email Marketing Yes

Group Management Yes

Interaction Tracking Yes

Lead Management Yes

Prospecting Tools Yes

Sales Pipeline Management Yes

Search / Filter Yes

Segmentation Yes

Shared Contacts Yes

Social Media Integration Yes

CRM

Calendar/Reminder System Yes

Call Logging Yes

Document Storage Yes

Email Marketing Yes

Internal Chat Integration Yes

Lead Scoring Yes

Marketing Automation Integration Yes

Mobile Access Yes

Quotes / Proposals Yes

Segmentation Yes

Social Media Integration Yes

Task Management Yes

Territory Management Yes

Email Marketing

A/B Testing Yes

Artificial Intelligence Yes

Auto-Responders No

CAN SPAM Compliance No

Customer Surveys Yes

Drip Campaigns Yes

Dynamic Content Yes

Event Triggered Email Yes

Image Library Yes

Landing Pages/Web Forms Yes

Mailing List Management Yes

Mobile Optimized Emails Yes

Reporting/Analytics Yes

Subscriber Management Yes

Template Management Yes

WYSIWYG Email Editor Yes

Financial CRM

Account Alerts No

Asset Management No

Expense Tracking No

Household Tracking No

Influence Tracking Yes

Lead Management Yes

Marketing Management Yes

Relationship Tracking Yes

Team Assignments Yes

Territory Management Yes

Insurance CRM

Law Practice Management

Billing & Invoicing Yes

CRM Yes

Calendar Management Yes

Client Portal Yes

Conflict Management Yes

Contract Management Yes

Document Management Yes

Email Management Yes

Legal Case Management Yes

Task Management Yes

Time Tracking Yes

Trust Accounting Yes

Lead Management

Activity Tracking Yes

Campaign Management Yes

Lead Capture Yes

Lead Distribution Yes

Lead Nurturing Yes

Lead Scoring Yes

Lead Segmentation Yes

Pipeline Management Yes

Prospecting Tools Yes

Source Tracking Yes

Legal CRM

Legal Document Management

Access Controls Yes

Archiving & Retention Yes

Collaboration Yes

Contract Management Yes

Document Assembly Yes

Document Indexing Yes

Document Tagging Yes

Full Text Search Yes

Version Control Yes

Marketing

Marketing Automation

A/B Testing Yes

Analytics / ROI Tracking Yes

Artificial Intelligence Yes

Content / Blogging Platform No

Customizable CTAs Yes

Drip Campaigns Yes

Dynamic Content Yes

Landing Pages / Web Forms Yes

Lead Scoring Yes

Sales Intelligence Yes

Search Marketing No

Segmentation Yes

Social Marketing Yes

Website Visitor Tracking Yes

Marketing Compliance

Mortgage and Loans

Amortization Schedule Yes

Client Database Yes

Closing Documents Yes

Commercial Mortgages Yes

Contact Management Yes

Credit Reporting Yes

Customer Statements Yes

Document Management Yes

Electronic Applications Yes

Government Loans Yes

Loan Origination Yes

Loan Servicing Yes

Pipeline Management Yes

Pre-Qualification Yes

Refinance Management Yes

Residential Mortgages Yes

Predictive Dialer

Call Monitoring Yes

Call Recording Yes

Call Results Yes

Call Transfer Yes

Callback Scheduling No

Campaign Specific Caller ID Yes

Contact Management Yes

FCC Compliance Yes

FTC Compliance No

Lead Capture Yes

Lead Management Yes

Project Management

Agile Methodologies No

Budget Management No

Client Portal Yes

Collaboration Tools Yes

Cost-to-Completion Tracking No

Customizable Templates Yes

Gantt Charts No

Idea Management No

Kanban Board No

Milestone Tracking Yes

Portfolio Management Yes

Resource Management Yes

Time & Expense Tracking Yes

Traditional Methodologies No

Real Estate CRM

Campaign Management Yes

Client / Property Matching No

Contact Management Yes

Dashboard Yes

Email Marketing Yes

Interaction Tracking Yes

Lead Management Yes

Property Alerts No

Referral Tracking Yes

Segmentation Yes

Dialer Yes

Email Sequencing Yes

Email Templates Yes

Email Tracking Yes

List Building Yes

Meeting Scheduler Yes

Predictive Analytics Yes

Reporting Yes

Sales Gamification Yes

Sales Intelligence Yes

Sales Workflow Management Yes

Sales Force Automation

Call Management Yes

Campaign Management Yes

Channel Management Yes

Commission Management Yes

Contact Management Yes

Contract Management Yes

Customer Database Yes

Email Marketing Yes

Field Sales Management Yes

Lead Management Yes

Opportunity Management Yes

Performance Metrics Yes

Proposal Generation Yes

Referral Tracking Yes

Sales Forecasting Yes

Territory Management Yes

Sales Tracking

Activity Dashboard Yes

Alerts / Notifications Yes

Appointment Scheduling Yes

Call Logging Yes

Comments / Notes Yes

Custom Reports Yes

Document Management Yes

Email Templates Yes

Interaction Tracking Yes

Lead Management Yes

Lead Scoring Yes

Pipeline Management Yes

Reporting / Analytics Yes

Task Management Yes

Call Recording Yes

Call Scripting Yes

Campaign Management Yes

Database No

Escalation Management Yes

IVR / Voice Recognition Yes

Inbound Call Center Yes

Manual Dialer Yes

Outbound Call Center Yes

Predictive Dialer Yes

Progressive Dialer Yes

Queue Management Yes

Real-time Chat Yes

Reporting/Analytics Yes

Chatbot

Call to Action Yes

Context and Coherence Yes

Human Takeover Yes

Inline Media / Videos Yes

Machine Learning Yes

Natural Language Processing Yes

Payment Integration Yes

Prediction Yes

Ready-made Templates Yes

Reporting / Analytics Yes

Sentiment Analysis Yes

Social Media Integration Yes

Complaint Management

Case Management Yes

Complaint Classification Yes

Corrective Actions (CAPA) Yes

Customer Complaint Tracking Yes

Feedback Management Yes

Forms Management Yes

Issue Tracking Yes

Quality Assurance Management Yes

Routing Yes

Self Service Portal Yes

Social Media Monitoring Yes

Survey Management Yes

Contact Center Knowledge Base

Conversational AI

Code-free Development Yes

Contextual Guidance Yes

For Developers Yes

Intent Recognition Yes

Multi-Languages Yes

Omni-Channel Yes

On-Screen Chats Yes

Pre-configured Bot Yes

Reusable Components Yes

Sentiment Analysis Yes

Speech Recognition Yes

Speech Synthesis Yes

Virtual Assistant Yes

Conversational Support

Customer Experience

Action Management Yes

Analytics Yes

Customer Segmentation Yes

Dashboard Yes

Feedback Management Yes

Knowledge Management Yes

Multi-Channel Collection Yes

Sentiment Analysis Yes

Survey Management Yes

Text Analysis Yes

Trend Analysis Yes

Customer Self-Service

Customer Service

Alerts / Escalation Yes

Appointment Management Yes

Call Center Management Yes

Email Management Yes

Knowledge Base Yes

Live Chat Yes

Performance Metrics Yes

Queue Management Yes

Self Service Portal Yes

Social Media Integration Yes

Surveys & Feedback Yes

Virtual Assistant Yes

Workflow Management Yes

Employee Experience

Experience Management

Action Management Yes

Analytics Yes

Customer Segmentation Yes

Dashboard Yes

Feedback Management Yes

Knowledge Management Yes

Multi-Channel Collection Yes

Sentiment Analysis Yes

Survey Management Yes

Text Analysis Yes

Trend Analysis Yes

Help Desk

Alerts / Escalation Yes

Automated Routing Yes

Community Forums Yes

Customizable Branding Yes

Document Storage Yes

Email Integration Yes

IT Asset Management Yes

Incident Management Yes

Interaction Tracking Yes

Knowledge Base Yes

Known Issue Management No

Live Chat Yes

Multi-Channel Communication Yes

Multiple Brands / Products Yes

Network Monitoring Yes

Real-time Chat Yes

Self Service Portal Yes

Service Level Agreement (SLA) Management Yes

Ticket Management Yes

Issue Tracking

Assignment Management Yes

Dashboard Yes

Escalation Management Yes

Issue Auditing Yes

Issue Scheduling Yes

Knowledge Base Yes

Project Management Yes

Recurring Issues Yes

Scheduling Yes

Task Management Yes

IT Service

Contract Management No

IT Asset Management Yes

Incident Management Yes

Knowledge Management Yes

Release Management No

Self Service Portal Yes

Service Catalog Yes

Service Reporting Yes

Ticket Management Yes

ITSM

Asset Tracking Yes

Availability Management Yes

Change Management Yes

Configuration Management Yes

Contract/License Management Yes

Dashboard Yes

Incident Management Yes

Problem Management Yes

Project Management Yes

Release & Deployment Management Yes

Self Service Portal Yes

Knowledge Management

Artificial Intelligence (AI) Yes

Cataloging / Categorization Yes

Collaboration Yes

Content Management Yes

Decision Tree Yes

Discussion Boards Yes

Full Text Search Yes

Knowledge Base Management Yes

Self Service Portal Yes

Live Chat

Canned Responses Yes

Customizable Branding Yes

Geo Targeting Yes

Offline Form Yes

Proactive Chat Yes

Screen Sharing Yes

Third Party Integration Yes

Transfers / Routing Yes

Website Visitor Tracking Yes

Compare Shape Software vs. Zendesk

Average Ratings 136 Ratings

Average Ratings 7,958 Ratings

Description

Description

API Access

API Access

Screenshots View All

Screenshots View All

Integrations

Integrations

Pricing Details

Pricing Details

Deployment

Deployment

Customer Support

Customer Support

Types of Training

Types of Training

Vendor Details

Company Name

Founded

Country

Website

Vendor Details

Company Name

Founded

Country

Website

Product Features

Product Features

Alternatives

Alternatives

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