Compare Shape Software vs. ZoomInfo Sales in 2026

ZoomInfo Sales

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Average Ratings 136 Ratings

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Average Ratings 1 Rating

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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

Boost your efficiency, expedite your sales pipeline, and unlock unprecedented revenue potential with ZoomInfo Sales. Create a comprehensive account universe tailored to your Ideal Customer Profiles and connect with decision-makers using an expansive B2B contact database featuring over 65 million direct dial numbers and more than 150 million verified email addresses. Pinpoint and engage prospects early in their purchasing journey by monitoring companies that are actively researching solutions similar to yours online. Discover and reach out to decision-makers from organizations that have shown interest in your business website. Assess customer communications, including calls, meetings, and emails, to implement process enhancements that positively affect your financial outcomes. Develop and implement multi-touch sales strategies utilizing our integrated phone dialer and email solution. Accelerate your sales cycle with ZoomInfo Chat, a user-friendly, data-driven chatbot tool designed for efficiency. Additionally, establish real-time lead notifications to interact with the most suitable buyers, or automate the lead qualification process to allow your internal team to focus on high-impact activities. With these tools, you'll not only streamline operations but also create a more agile sales environment.

API Access

Has API Yes

API Access

Has API Yes

Screenshots View All

Screenshots View All

Integrations

Authorize.Net Yes

Calyx Point Yes

Campus Cloud Services SIS Yes

Encompass Yes

Filevine Yes

Floify Yes

Microsoft 365 Yes

Pipedrive No

Slack No

Stripe Yes

Show More Integrations

Explore All 25 Integrations

Integrations

Authorize.Net No

Calyx Point No

Campus Cloud Services SIS No

Encompass No

Filevine No

Floify No

Microsoft 365 No

Pipedrive Yes

Slack Yes

Stripe No

Show More Integrations

Explore All 14 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

No price information available.

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 No

iPad App Yes

Android App Yes

Windows No

Mac No

Linux No

Chromebook Yes

Customer Support

Business Hours Yes

Live Rep (24/7) Yes

Online Support Yes

Customer Support

Business Hours Yes

Live Rep (24/7) No

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 No

Vendor Details

Company Name

Shape Software

Founded

2007

Country

United States

Website

setshape.com

Vendor Details

Company Name

ZoomInfo

Founded

2000

Country

United States

Website

www.zoominfo.com/solutions/sales

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

Account Based Marketing

Analytics No

Campaign Personalization No

Customer Segmentation Yes

Engagement Monitoring No

Lead Nurturing Yes

Lead Scoring No

Progress Tracking No

Prospecting Tools Yes

Target Account Identification No

Account Data Management

Buyer Intent

B2B Lead Generation Yes

CRM Integration Yes

Channel Attribution No

Competitor Analysis No

Content Marketing Yes

Customer Journey Mapping No

Customer Profiles Yes

Intent Data Yes

Lead Notifications Yes

Lead Scoring No

Cold Email

Contact Management

Activity Management No

Appointment Management No

Contact Database Yes

Contact History No

Contact Import/Export No

Customer Pipeline No

Email Marketing No

Group Management No

Interaction Tracking Yes

Lead Management Yes

Prospecting Tools Yes

Sales Pipeline Management No

Search / Filter Yes

Segmentation No

Shared Contacts No

Social Media Integration No

Conversation Intelligence

AI Insights No

Account Health Alerts No

Call Analytics No

Call Recording No

Call Recording Cloud Storage No

Call Snippets No

Call Transcription No

Call/Meeting Sharing No

Sales Coaching No

Topic Tags No

Topic-Based Analytics No

Video Conferencing Analytics No

Win/Loss Analysis No

Conversational AI

Code-free Development No

Contextual Guidance No

For Developers No

Intent Recognition No

Multi-Languages No

Omni-Channel No

On-Screen Chats No

Pre-configured Bot No

Reusable Components No

Sentiment Analysis No

Speech Recognition No

Speech Synthesis No

Virtual Assistant No

Customer Communications Management

Batch Communications No

Chat / Messaging No

Content Management No

Email Distribution No

Interactive Content No

Multi-Channel Communications No

On-Demand Communications No

Personalization No

Print Management No

Template Management No

Video Content No

Customer Data Platforms (CDP)

Behavioral Analytics No

Campaign Management No

Customer Profiles No

Customer Segmentation No

Data Integration No

Data Matching No

GDPR Compliance No

Personalization No

Predictive Modeling No

Customer Engagement

Analytics No

Churn Management No

Communication Management No

Community Management No

Content Syndication No

Feedback Collection No

Gamification No

Live Chat No

Video Content No

Data Enrichment

Email Marketing

A/B Testing No

Artificial Intelligence No

Auto-Responders No

CAN SPAM Compliance No

Customer Surveys No

Drip Campaigns No

Dynamic Content No

Event Triggered Email No

Image Library No

Landing Pages/Web Forms No

Mailing List Management No

Mobile Optimized Emails No

Reporting/Analytics No

Subscriber Management No

Template Management No

WYSIWYG Email Editor No

Email Tracking

A/B Testing No

Audience Segmentation No

Campaign Management No

Event-Based Notifications No

Location Tracking No

Team Management No

Inside Sales

Auto-Dialing No

Call List Management No

Call Recording No

Campaign Management No

Dashboard No

Data Management No

Lead Capture No

Lead Distribution No

Lead Scoring No

Performance Management No

Lead Capture

Business Card / Badge Scanning No

Dashboard No

Data Extraction No

Lead Distribution No

Lead Notifications Yes

Lead Nurturing No

Lead Qualification Yes

Lead Scoring No

Online Forms No

Lead Generation

Contact Discovery No

Contact Import/Export Yes

Lead Capture Yes

Lead Database Integration Yes

Lead Nurturing Yes

Lead Scoring No

Lead Segmentation Yes

Pipeline Management Yes

Prospecting Tools Yes

Visitor Identification No

Lead Intelligence

Lead Management

Activity Tracking No

Campaign Management No

Lead Capture Yes

Lead Distribution No

Lead Nurturing Yes

Lead Scoring No

Lead Segmentation Yes

Pipeline Management Yes

Prospecting Tools Yes

Source Tracking No

Live Chat

Canned Responses No

Customizable Branding No

Geo Targeting No

Offline Form No

Proactive Chat No

Screen Sharing No

Third Party Integration No

Transfers / Routing No

Website Visitor Tracking Yes

Artificial Intelligence No

Content / Blogging Platform No

Customizable CTAs No

Drip Campaigns No

Dynamic Content No

Landing Pages / Web Forms No

Lead Scoring No

Sales Intelligence No

Search Marketing No

Segmentation No

Social Marketing No

Website Visitor Tracking Yes

Sales Acceleration

CPQ No

Campaign Management No

Dialer No

Email Sequencing No

Email Templates No

Email Tracking No

List Building No

Meeting Scheduler No

Predictive Analytics No

Reporting No

Sales Gamification No

Sales Intelligence No

Sales Workflow Management No

Sales Enablement

Collaboration No

Contact Management No

Content Management No

Document Management No

Goals / Quota Management No

Lead Management Yes

Meeting Management No

Performance Management No

Presentation Management No

Proposal Management No

Territory Management No

Training Management No

Sales Engagement

CRM Integration Yes

Call Scripts / Call Steps No

Email Sequences No

Email Tracking / Automation No

Lead Management Yes

Reporting / Analytics Yes

Sales / Voice Dialer No

Sales Automation No

Search No

Task Management No

Templates No

Workflow Management Yes

Sales Performance Management

Incentive Compensation Management (ICM) No

Predictive Sales Analytics No

Quota Management No

Reporting / Analytics No

Sales Coaching Analysis No

Sales Gamification No

Sales Performance Tracking No

Sales Planning & Forecasting No

Territory Management No

Sales Prospecting

SMS Marketing

2-Way Messaging No

Artificial Intelligence No

Contact Management No

MMS No

Mass Texting No

Message Personalization No

Mobile Coupons No

Mobile Keywords No

Polls / Voting No

Reporting/Analytics No

Scheduled Messaging No

Shortcodes No

Text-to-Win No

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Compare Shape Software vs. ZoomInfo Sales

Average Ratings 136 Ratings

Average Ratings 1 Rating

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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