Shape CRM vs HubSpot
Side-by-side from the Top 11 rankings of BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026 and HubSpot vs ActiveCampaign vs Klaviyo: 11 Best Marketing Automation Software 2026. Last verified June 29, 2026.
The short answer
HubSpot ranks higher on Top 11 (#1 vs #6) for Mortgage brokers and loan officers managing leads, pipelines, and client communication / Marketing managers choosing marketing automation platforms (HubSpot vs Marketo vs ActiveCampaign vs Klaviyo). The best all-in-one platform with an exceptional CRM and user experience, ideal for scaling businesses.
At a glance
| Shape CRM | HubSpot | |
|---|---|---|
| Top 11 rank | #6 / BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026 | #1 / HubSpot vs ActiveCampaign vs Klaviyo: 11 Best Marketing Automation Software 2026 |
| Score (out of 9.4) | 8.1 | 9.3 |
| Best for | Affordable all-in-one CRM | All-in-one CRM platform |
| Pricing | $ ($99 to $149/mo) | $$$ ($800 to $3,600/mo) |
| HQ | Irvine, CA, USA | Cambridge, USA |
| Founded | 2010 | 2006 |
Shape CRM
Great value with bundled dialer, SMS, and marketing tools.
www.setshape.com/See full entry in BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026
HubSpot
The best all-in-one platform with an exceptional CRM and user experience, ideal for scaling businesses.
www.hubspot.comSee full entry in HubSpot vs ActiveCampaign vs Klaviyo: 11 Best Marketing Automation Software 2026
Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.