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Sage CRM vs Shape Software: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sage CRM vs. Shape Software is based on a specific set of business needs and context. The comparison uses 3868 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sage CRM and Shape Software

Sage CRM, Shape Software, Quickbase, SalesNOW, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Sage CRM covers Sales Document Management with Mobile, Business Development, Workflow Management, Engagement Management, etc.

Shape Software focuses on Capturing Leads with Promotions, Lead Nurturing with Promotions, Drip Marketing with Text SMS, Sales Document Management with Offline, etc.

"The integration of our systems has been fundamental as previously there was a lot of manual data entry. " - Gillian Bright

"With Shape, everything is made simple and easy to understand. Their customer service is quick and efficient if I ever need help with anything in the system. Before Shape, I was using multiple systems, but now everything is one place. My leads are or...ganized, and everything is tracked with tags. Added bonus: Shape connects to your calendar and emails. " - Nat Connella

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Sage CRM

Focus area

Sage CRM is better than Shape Software for

Software Failure Risk

  • medium

logo Shape Software

Focus area

Shape Software is better than Sage CRM for

Software Failure Risk

  • low

About

Top-rated cloud financial management

CRM that connects team, applications, and clients in one centralized hub.

Age

2002

Financials

M&A

Business Need

Total Processes
(we found evidences for)

67

44

Total Goals
(we found evidences for)

13

6

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


business development


workflow management


engagement management

engaging and following up




campaign management

campaign monitoring


helpdesk management




communication management

sending & publishing communications

tracking & monitoring communications


generation of new leads


contact list management


pipeline management


customer case management


relationship management


social media management

social media analytics


rating and review management


competitive intelligence


customer feedback management

measuring customer satisfaction


products & pricelist management


opportunity management



conversion management



trade show marketing


account management


content management


billing and invoice management


sales call management

meeting management


loyalty management


sales review & feedback





lead qualification


training & onboarding





advocacy management



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Scale best practices

  • Improve ROI

  • Improve navigation

  • Improve digital and social presence

  • Improve efficiency

  • Launch new products

  • Shorten ramp up time

  • Enter new markets internationally or locally

  • See 10 more
  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 more

Top Channels

Channels Used

  • e-mail

  • promotions

  • text SMS

  • video

  • phone calls

  • offline

  • point of sale

  • newsletter

  • website

  • user generated content

  • blogs

  • on premises

  • See 9 more
  • e-mail

  • promotions

  • text SMS

  • video

  • phone calls

  • offline

  • point of sale

  • newsletter

  • website

  • user generated content

  • blogs

  • on premises

  • See 9 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

low

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medium

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Business Setting