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Shape Software vs Merchant Relationship Management: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Shape Software vs. Merchant Relationship Management is based on a specific set of business needs and context. The comparison uses 2188 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Shape Software and Merchant Relationship Management

Shape Software, and Merchant Relationship Management 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.

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

Merchant Relationship Management focuses on Sales Document Management, Lead Management, Helpdesk Management, Training & Onboarding, etc.

"Easy to use software that was intuitive from the get-go. A far cheaper system than standard platforms out there without any compromises on features. " - Taylor G

"The IRIS Team has always been extraordinary! From both a consultative perspective and adapting the program to fit our needs. We love the software! " - Nate Christian

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 Shape Software

Focus area

Shape Software is better than Merchant Relationship Management for

Software Failure Risk

  • low

logo Merchant Relationship Management

Focus area

Merchant Relationship Management is better than Shape Software for

Software Failure Risk

  • low

About

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

CRM & Underwriting Platform

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

44

53

Total Goals
(we found evidences for)

6

11

Top Processes

Evidences indicate better relative satisfaction





sales document management

contract management

proposal & quote management


workflow management



engagement management

engaging and following up


campaign management

campaign monitoring


generation of new leads


communication management

sending & publishing communications

tracking & monitoring communications




competitive intelligence



sales call management


helpdesk management


billing and invoice management


advocacy management


conversion management


training & onboarding



social media management

social media analytics


lead qualification

lead qualification: technographic

lead qualification: demographic


relationship management


contact list management



products & pricelist management


payment management





lifetime value management


performance management


calendar management


Top Goals

Goals Achieved

  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 more
  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Manage risk

  • Improve efficiency

  • Improve visibility

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Improve digital and social presence

  • Reduce bounce

  • See 8 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • text SMS

  • social media

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • support groups

  • See 11 more
  • phone calls

  • e-mail

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • text SMS

  • social media

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • support groups

  • See 11 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

low

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low

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Migration Risk

medium

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low

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Business Setting