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Shape Software vs Referral Maker CRM: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Shape Software vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 763 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Shape Software and Referral Maker CRM

Shape Software, and Referral Maker CRM 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.

Referral Maker CRM focuses on Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

"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

"The CRM system makes my life so much easier. All of my database is in one convenient place, I start it up in the morning and I look at my dashboard and it tells me who I need to call, write notes to and pop by to see. Additionally it keeps track of ...my business and helps in keeping me on track. It is so simple and easy to use. " - Debbie Jett Fredericksburg VA

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 Referral Maker CRM for

Software Failure Risk

  • low

logo Referral Maker CRM

Focus area

Software Failure Risk

  • medium

About

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

Real estate CRM with lead generation tool offering realtor training and support

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

44

35

Total Goals
(we found evidences for)

6

3

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




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


contact list management




Top Goals

Goals Achieved

  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 more
  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

Top Channels

Channels Used

  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 more
  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting