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