Compare Keap vs. Shape Software in 2026

Shape Software

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Average Ratings 11 Ratings

Total

ease

features

design

support

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Average Ratings 136 Ratings

Total

ease

features

design

support

Read all reviews

Description

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

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.

API Access

Has API No

API Access

Has API Yes

Screenshots View All

Screenshots View All

Integrations

CallTools Yes

Mailchimp Yes

Microsoft Outlook Yes

Trello Yes

Twilio Yes

Ytel Yes

Zapier Yes

Aktify Yes

BigCommerce Yes

Birdeye Yes

Show More Integrations

Explore All 345 Integrations

Integrations

CallTools Yes

Mailchimp Yes

Microsoft Outlook Yes

Trello Yes

Twilio Yes

Ytel Yes

Zapier Yes

Aktify No

BigCommerce No

Birdeye No

Show More Integrations

Explore All 25 Integrations

Pricing Details

$40 per month

Free Trial Yes

Free Version No

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

Deployment

Web-Based Yes

On-Premises No

iPhone App Yes

iPad App Yes

Android App No

Windows No

Mac No

Linux No

Chromebook 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

Customer Support

Business Hours Yes

Live Rep (24/7) No

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 Yes

Types of Training

Training Docs Yes

Webinars Yes

Live Training (Online) Yes

In Person No

Vendor Details

Company Name

Keap

Founded

2001

Country

United States

Website

keap.com

Vendor Details

Company Name

Shape Software

Founded

2007

Country

United States

Website

setshape.com

Product Features

Appointment Scheduling

Appointment Reminders Yes

Automated Scheduling No

Calendar Sync Yes

Client Database Yes

Group Scheduling No

Mobile Access Yes

Multi-Location Yes

Online Booking Yes

Online Payments Yes

Recurring Appointments No

Room Booking Management No

Billing and Invoicing

Billing Portal No

Contact Database Yes

Contingency Billing No

Customer Portal No

Customizable Invoices Yes

Dunning Management No

Hourly Billing No

Invoice History No

Mobile Payments Yes

Multi-Currency Yes

Online Invoicing Yes

Online Payments Yes

Payment Processing Yes

Project Billing Yes

Recurring/Subscription Billing Yes

Service Ticket Billing No

Tax Calculator No

Campaign Management

Channel Management No

Contact Database Yes

Email Marketing Yes

Event Triggered Actions Yes

Lead Management Yes

Multi-Campaign Yes

Contact Management

Activity Management No

Appointment Management No

Contact Database Yes

Contact History No

Contact Import/Export Yes

Customer Pipeline No

Email Marketing No

Group Management No

Interaction Tracking Yes

Lead Management Yes

Prospecting Tools No

Sales Pipeline Management Yes

Search / Filter No

Segmentation Yes

Shared Contacts Yes

Social Media Integration No

CRM

Calendar/Reminder System Yes

Call Logging No

Document Storage No

Email Marketing Yes

Internal Chat Integration No

Lead Scoring No

Marketing Automation Integration No

Mobile Access Yes

Quotes / Proposals No

Segmentation Yes

Social Media Integration No

Task Management Yes

Territory Management Yes

Customer Communications Management

Batch Communications Yes

Chat / Messaging No

Content Management Yes

Email Distribution Yes

Interactive Content No

Multi-Channel Communications No

On-Demand Communications Yes

Personalization Yes

Print Management No

Template Management Yes

Video Content No

eCommerce Marketing

AB Testing No

Abandoned Cart Email No

Analytics / ROI Tracking No

Customer Data Profiles No

Dynamic Content No

Email Marketing No

Email Personalization No

Facebook Ads No

Google Ads No

Product Recommendations No

Push Notifications No

Retargeting No

SMS Marketing No

Search Marketing No

Segmentation No

Signup Forms & Popups No

Social Marketing No

Triggered Emails No

Website Visitor Tracking No

Email Marketing

A/B Testing Yes

Artificial Intelligence No

Auto-Responders Yes

CAN SPAM Compliance Yes

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

Insurance CRM

Lead Management

Activity Tracking Yes

Campaign Management Yes

Lead Capture Yes

Lead Distribution No

Lead Nurturing Yes

Lead Scoring No

Lead Segmentation Yes

Pipeline Management Yes

Prospecting Tools No

Source Tracking No

Lead Nurturing

A/B Testing Yes

Campaign Management Yes

Drip Campaigns Yes

Lead Capture Yes

Lead Notifications Yes

Lead Scoring No

Lead Segmentation Yes

Performance Metrics Yes

Personalization Yes

Pipeline Management Yes

Marketing Automation

A/B Testing Yes

Analytics / ROI Tracking Yes

Artificial Intelligence No

Content / Blogging Platform Yes

Customizable CTAs Yes

Drip Campaigns Yes

Dynamic Content Yes

Landing Pages / Web Forms Yes

Lead Scoring Yes

Sales Intelligence Yes

Search Marketing Yes

Segmentation Yes

Social Marketing Yes

Website Visitor Tracking Yes

Quote-to-Cash

Quoting

Automated Quoting No

Catalog Management Yes

Client Portal No

Contact Management Yes

Customer Accounts No

Customizable Branding Yes

Discount Management Yes

Forms Creation No

Pricing Management Yes

Product Configurator No

Proposal Management No

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

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Compare Keap vs. Shape Software

Average Ratings 11 Ratings

Average Ratings 136 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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