InsuredMine vs Shape
| InsuredMine | Shape | |
|---|---|---|
| Free plan | No | No |
| Free trial | Yes | No |
| Paid from | — | — |
| Open source | No | No |
| Platforms | Android, iOS, Web | Android, iOS, Web |
| Free plan | No | No |
| Opportunity management | Yes | — |
| Client portal | Yes | — |
| Audit trail | Yes | — |
| Deployment | cloud | — |
| Email and calendar sync | Yes | — |
| Compliance workflows | — | Yes |
Both are listed in Best Financial Services CRM Software. On Inferse, Shape scores higher on our published basis.