---
description: Compare Shape vs Surefire CRM regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Shape vs Surefire CRM Comparison
---

Breadcrumb: [Home](/) > [Admissions Software](/directory/4687/admissions/software) > [Shape \<span\>vs\</span\> Surefire CRM](https://www.softwareadvice.com.au/compare/49041/233455/shapeb/vs/surefire-crm)

# Compare Shape vs Surefire CRM

Canonical: https://www.softwareadvice.com.au/compare/49041/233455/shapeb/vs/surefire-crm

> Detailed comparison between Shape and Surefire CRM. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Shape | Surefire CRM |
| **Overall rating** | 4.7/5 | 4.5/5 |
| **Total Reviews** | 44 | 55 |
| **Starting Price** | USD 119.00 | - |
| **Free Trial** | Yes | No |
| **Free Version** | Yes | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| **Training** | In Person, Live Online, Webinars, Documentation | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Shape

- API
- Amortization Schedule
- CRM
- Compliance Management
- Contact Management
- Customer Database
- Customisable Forms
- Document Management
- Electronic Applications
- Email Marketing
- Lead Capture
- Lead Management
- Marketing Automation
- Pipeline Management
- Refinance Management
- Search/Filter
- Task Management
- Third-Party Integrations
- Visual Presentation
- Workflow Management

### Surefire CRM

- API
- Amortization Schedule
- CRM
- Compliance Management
- Contact Management
- Customer Database
- Customisable Forms
- Document Management
- Electronic Applications
- Email Marketing
- Lead Capture
- Lead Management
- Marketing Automation
- Pipeline Management
- Refinance Management
- Search/Filter
- Task Management
- Third-Party Integrations
- Visual Presentation
- Workflow Management

## Links

- [View Shape Profile](https://www.softwareadvice.com.au/software/49041/shapeb)
- [View Surefire CRM Profile](https://www.softwareadvice.com.au/software/233455/surefire-crm)
- [View Original Comparison](https://www.softwareadvice.com.au/compare/49041/233455/shapeb/vs/surefire-crm)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Shape vs Surefire CRM Comparison","description":"Compare Shape vs Surefire CRM regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.com.au/compare/49041/233455/shapeb/vs/surefire-crm","about":[{"@id":"https://www.softwareadvice.com.au/software/49041/shapeb#software"},{"@id":"https://www.softwareadvice.com.au/software/233455/surefire-crm#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.com.au/compare/49041/233455/shapeb/vs/surefire-crm#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.softwareadvice.com.au/compare/49041/233455/shapeb/vs/surefire-crm#webpage","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"inLanguage":"en-AU","isPartOf":{"@id":"https://www.softwareadvice.com.au/#website"}},{"name":"Shape","description":"Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.\n\n\nShape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.\n\n\nShape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.\n\n\nShape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/f52977e9-d100-4a6d-a6b3-27f214e8ed61.png","url":"https://www.softwareadvice.com.au/software/49041/shapeb","@type":"SoftwareApplication","@id":"https://www.softwareadvice.com.au/software/49041/shapeb#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":44,"ratingValue":4.7},"offers":{"price":"119","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"name":"Surefire CRM","description":"Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/df6ab33c-1ddf-4bbe-92eb-eb3ccde4712d.png","url":"https://www.softwareadvice.com.au/software/233455/surefire-crm","@type":"SoftwareApplication","@id":"https://www.softwareadvice.com.au/software/233455/surefire-crm#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":55,"ratingValue":4.5},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Admissions Software","position":2,"item":"/directory/4687/admissions/software","@type":"ListItem"},{"name":"Shape vs Surefire CRM","position":3,"item":"https://www.softwareadvice.com.au/compare/49041/233455/shapeb/vs/surefire-crm","@type":"ListItem"}],"@id":"https://www.softwareadvice.com.au/compare/49041/233455/shapeb/vs/surefire-crm#breadcrumblist"}]}
</script>
