Shape vs Zoho CRM
Shape
setshape.com
Zoho CRM
zoho.comSide by side
| Figure | Shape | Zoho CRM |
|---|---|---|
| Price from | — | $14/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 3 | 15 |
| Spec score · Financial Services CRM Software | 7.0 (#25) | 8.5 (#11) |
| Founded | 2009 | 1996 |
| Headquarters | Irvine, California, United States | Chennai, India |
| Mobile | The Shape mobile app is available for Apple and Android devices and supports contacts, notes, messages, calling, email, activity, and file uploads. | The mobile app works offline with later synchronization and is distributed through Apple's App Store and Google Play. |
| Security | Shape states that it has SOC 2 Type I and Type II reports, SOC 1 Type II, HIPAA, PIPEDA, and PHIPA compliance practices. | Zoho CRM uses AES encryption and AES-256 encryption on its servers, and supports HIPAA and GDPR compliance functions. |
| Security controls | Its security overview describes SSL encryption, intrusion detection and prevention systems, access auditing, virus scanning, restricted employee access, and periodic backups. | The service provides time-stamped audit logs, IP restrictions, multi-factor authentication, and real-time backups across multiple servers. |
| Support | Every plan includes complimentary expert onboarding, 24/7 instant AI chat support, dedicated email support, a phone support line, live training webinars, and video tutorials. | Paid editions include Classic support, with optional paid plans offering faster responses and round-the-clock support; live chat is available 24x5. |
Plans
Zoho CRM
- FreeFree
- Standard$23 a month
- Professional$40 a month
- Enterprise$52 a month
- Ultimate$52 a month
- FreeFree
- Standard$14 a month
- Professional$23 a month
- Enterprise$40 a month
- Ultimate$52 a month
In their own words
Zoho CRM
Zoho CRM gives sales teams tools to manage leads, track contacts, automate follow-ups, and measure sales performance. It includes a visual sales pipeline, email sync, lead scoring, forecasting, marketing automation, and workflow tools. Its AI features can recommend actions, flag anomalies, predict outcomes, automate follow-ups, and help interpret emails. Teams can customize layouts and portals, and connect more than 1,100 applications, including Slack, Teams, Google Drive, Dropbox, Mailchimp, and Zendesk. The free edition supports up to three users and includes leads, documents, and mobile apps. Starter is $14 a month per user with annual billing; Starter Monthly is $20 a month per user. Local taxes are additional, and a 15-day trial is listed. The mobile app can work offline and synchronize later. Developer access includes REST, Bulk, Notification, and Query APIs. Security controls include audit logs, IP restrictions, multi-factor authentication, and encryption; data encryption at rest is available in Enterprise and Ultimate editions.