Shape vs SurefireCRM
| Shape | SurefireCRM | |
|---|---|---|
| Free trial | No | |
| Platforms | Android, iOS, Web | Android, api, iOS, Web |
| Free plan | No | |
| Compliance workflows | Yes | Yes |
| Borrower management | Yes | |
| Referral partner management | Yes | |
| Loan pipeline tracking | Yes | |
| Marketing automation | Yes | |
| SMS automation | Yes | |
| Mobile app | Yes | |
| Opportunity management | Yes | |
| Client portal | Yes | |
| Audit trail | Yes | |
| Deployment | cloud |
Listed together in Best Financial Services CRM Software