Compare Shape Software vs. monday CRM in 2026

monday CRM

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Average Ratings 136 Ratings

Total

ease

features

design

support

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Average Ratings 7 Ratings

Total

ease

features

design

support

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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

monday CRM is a modern, AI-driven platform designed to help businesses manage customer relationships and streamline their sales processes. It brings leads, contacts, deals, and communication into one centralized workspace for better organization. The platform uses automation to handle repetitive tasks like lead assignment, follow-ups, and activity logging. It offers code-free customization, allowing teams to easily adapt workflows to their specific sales processes. monday CRM provides real-time dashboards and analytics to track performance and predict outcomes. It includes email sequencing tools that help teams engage with prospects throughout the sales cycle. The platform integrates with over 500 apps, enabling seamless connectivity with existing tools. It is designed to support both small teams and large enterprises. The system improves efficiency by reducing manual work and increasing data accuracy. It also enhances collaboration across departments involved in the sales process. By combining AI, automation, and flexibility, monday CRM helps businesses accelerate growth and improve sales performance.

API Access

Has API Yes

API Access

Has API Yes

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Screenshots View All

Integrations

Mailchimp Yes

Microsoft Outlook Yes

Stripe Yes

Twilio Yes

CallTools Yes

Cobl No

Darktrace / SECURE AI No

Docusign No

Enzy No

Google Drive No

Show More Integrations

Explore All 25 Integrations

Integrations

Mailchimp Yes

Microsoft Outlook Yes

Stripe Yes

Twilio Yes

CallTools No

Cobl Yes

Darktrace / SECURE AI Yes

Docusign Yes

Enzy Yes

Google Drive Yes

Show More Integrations

Explore All 72 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

$10/seat/month

Free Trial Yes

Free Version Yes

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 Yes

Mac Yes

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) Yes

In Person Yes

Vendor Details

Company Name

Shape Software

Founded

2007

Country

United States

Website

setshape.com

Vendor Details

Company Name

monday.com

Founded

2012

Country

Israel

Website

monday.com/crm

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

Product Features

AI CRM

Automotive CRM

Call Logging Yes

Contact Management Yes

Customer Support Yes

Inventory Management Yes

Lease Management Yes

List Management Yes

Marketing Automation Yes

Product Catalog Yes

Quotes / Proposals Yes

Service Department Management Yes

Showroom Management No

Territory Management Yes

Construction CRM

Client Tracking Yes

Contract Management Yes

Forecasting Yes

Project Management Yes

Quote Management Yes

Sales Management Yes

Scheduling Yes

Time Management Yes

Contact Management

Activity Management Yes

Appointment Management Yes

Contact Database Yes

Contact History Yes

Contact Import/Export Yes

Customer Pipeline Yes

Email Marketing No

Group Management No

Interaction Tracking Yes

Lead Management Yes

Prospecting Tools Yes

Sales Pipeline Management Yes

Search / Filter Yes

Segmentation Yes

Shared Contacts No

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

Customer Reference Management

Nomination Tracking Yes

Program Notices Yes

Reference Usage Tracking Yes

Reward Distribution Yes

Search Yes

Email Tracking

A/B Testing Yes

Audience Segmentation Yes

Campaign Management Yes

Event-Based Notifications Yes

Location Tracking Yes

Team Management Yes

Financial CRM

Account Alerts Yes

Asset Management Yes

Expense Tracking Yes

Household Tracking Yes

Influence Tracking Yes

Lead Management Yes

Marketing Management Yes

Relationship Tracking Yes

Team Assignments Yes

Territory Management Yes

Healthcare CRM

Audience Targeting Yes

Campaign Management Yes

Marketing Automation Yes

Medical History Records Yes

Patient Communications Yes

Patient Management Yes

Physician Management Yes

Predictive Analytics Yes

Hotel CRM

Inside Sales

Auto-Dialing Yes

Call List Management Yes

Call Recording Yes

Campaign Management Yes

Dashboard Yes

Data Management Yes

Lead Capture Yes

Lead Distribution Yes

Lead Scoring Yes

Performance Management Yes

Insurance CRM

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

Real Estate CRM

Campaign Management Yes

Client / Property Matching Yes

Contact Management Yes

Dashboard Yes

Email Marketing Yes

Interaction Tracking Yes

Lead Management Yes

Property Alerts Yes

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 Content Management

Audio / Video Recording Yes

Audio File Management Yes

Branded Sales Content Yes

Centralized Sales Content Repository Yes

Collaboration Tools Yes

Content Recommendations Yes

Email Management Yes

Engagement Analytics Yes

Interaction Tracking Yes

Personalization Yes

Sales Partner Management Yes

Sales Training / Onboarding Yes

Video File Management Yes

Sales Enablement

Collaboration Yes

Contact Management Yes

Content Management Yes

Document Management Yes

Goals / Quota Management Yes

Lead Management Yes

Meeting Management Yes

Performance Management Yes

Presentation Management Yes

Proposal Management Yes

Territory Management Yes

Training 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 Forecasting

Competitor Analysis Yes

Correlation Analysis Yes

Dashboard Yes

Dynamic Modeling Yes

Exception Reporting Yes

Graphical Data Presentation Yes

Modeling & Simulation Yes

Performance Metrics Yes

Sales Trend Analysis Yes

Statistical Analysis 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

Social CRM

Calendar/Reminder System Yes

Customer Support Yes

Email Marketing Yes

Lead Capture Yes

Lead Nurturing Yes

Live Chat Yes

Marketing Automation Integration Yes

Multi-Channel Social Integration Yes

Social Media Monitoring Yes

Task Management Yes

Alternatives

TrueDialog

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Compare Shape Software vs. monday CRM

Average Ratings 136 Ratings

Average Ratings 7 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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