Best Enterprise AI Sales Assistant Software - Page 2

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CallRail

CallRail is the lead engagement platform that makes it easy for businesses to attract more leads, convert more customers, and optimize their marketing. Serving more than 220,000 businesses worldwide, CallRail’s AI-powered solutions help businesses attribute each call, text, chat and form to their marketing journey, use insights from their conversations to better understand their buyers, and eliminate missed opportunities with AI that can handle lead interactions 24/7.

Average Rating: 4.5/5.0

Total Reviews: 1,746

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How Do G2 Users Rate CallRail?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.4/10)
  • Peformance Tracking: 9.2/10 (Category avg: 8.5/10)
  • Integrations / APIs: 9.8/10 (Category avg: 8.7/10)
  • Coaching : 8.8/10 (Category avg: 8.4/10)

Who Is the Company Behind CallRail?

  • Seller: CallRail
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Atlanta, GA
  • Twitter: @CallRail
    6,067 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    359 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Real Estate
  • Company Size: 73% Small, 22% Medium

What Do G2 Reviewers Say About CallRail?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of CallRail, facilitating smooth call management and effective tracking of marketing efforts.
  • Users value the ease of use and powerful tracking features of CallRail, enhancing lead management and marketing insights.
  • Users value the powerful call tracking capabilities of CallRail, providing clear insights into effective marketing campaigns.
  • Users find the insightful tracking capabilities of CallRail essential for understanding their call campaigns effectively.
  • Users appreciate the call recording features of CallRail, enabling effective communication and easy access to important calls.
Cons
  • Users note the missing features in CallRail, like advanced automations and better voice assistance, affecting usability.
  • Users report integration issues with third-party apps and CRM systems, causing challenges in setup and functionality.
  • Users face frequent call issues with CallRail, particularly in forwarding calls and CRM integration challenges.
  • Users note that CallRail can be expensive, especially with pricing adding up quickly and costs similar to alternatives.
  • Users find the learning curve steep, especially for bulk management and navigating the platform efficiently.

What Are Recent G2 Reviews of CallRail?

What Are G2 Users Discussing About CallRail?

Updated August 2026.

How Many AI Sales Assistant Software Products Does G2 Track?

Total Products under this Category: 819

Category Stats (Oct 2026)

  • Average Rating: 4.65/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Twain (+2.87%) - Among all products in this category, Twain recorded the largest rating increase compared to last month

Last updated: October 06, 2026

How Does G2 Rank AI Sales Assistant Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 179,600+ Authentic Reviews
  • 819+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for AI Sales Assistant Software

G2 Grid® for AI Sales Assistant Software plotting products by satisfaction and market presence

Highlighted products: Salesforce Sales Cloud, Gong, Qualified, GTM Workspace - Powered by ZoomInfo, Navattic, Salesloft, HubSpot Sales Hub, and Seismic Enablement Cloud.

Underlying data: [Grid® JSON](https://www.g2.com/categories/ai-sales-assistant/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=gong&focus%5B%5D=qualified&focus%5B%5D=gtm-workspace-powered-by-zoominfo&focus%5B%5D=navattic&focus%5B%5D=salesloft&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=seismic-enablement-cloud&segment=enterprise)

Momentum

Momentum is an Revenue Orchestration Platform that listens to your customer and prospect conversations, extracts key insights, and automatically takes action—communicating with your systems and teams in real time. Revenue teams today are drowning in conversations, but 99% of what’s said never makes it into a CRM. Insights get buried in call recordings, manual data entry is inconsistent, and teams operate in silos—leading to missed opportunities, bad handoffs, and slow deal cycles. Momentum fixes this by automating workflows and communication across teams. Our AI Agents analyze calls, emails, and meetings, then push the right information—product feedback, churn risk, competitor mentions, objections, and deal blockers—to the teams that need to know, exactly when they need to know it. No extra tools. No added complexity. Just seamless orchestration between Sales, RevOps, CS, and Product to move faster and win more. With pre-built workflows like automated deal desk approvals, Slack-based deal rooms, and real-time CRM updates, Momentum ensures your teams aren’t just capturing data—they’re acting on it.

Average Rating: 4.6/5.0

Total Reviews: 101

How Do G2 Users Rate Momentum?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.4/10)
  • Peformance Tracking: 7.7/10 (Category avg: 8.5/10)
  • Integrations / APIs: 8.9/10 (Category avg: 8.7/10)
  • Coaching : 7.9/10 (Category avg: 8.4/10)

Who Is the Company Behind Momentum?

  • Seller: Momentum
  • Year Founded: 2020
  • HQ Location: San Francisco, CA
  • Twitter: @dealmomentum
    301 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    32 employees on LinkedIn®
  • Ownership: JSE:MTM

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 70% Medium, 20% Large

What Do G2 Reviewers Say About Momentum?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Momentum, enhancing team collaboration and simplifying call management seamlessly.
  • Users value the collaborative and responsive support from Momentum, enhancing their automation and workflow efficiency significantly.
  • Users find that Momentum's automation features significantly enhance productivity and streamline communication during Zoom calls.
  • Users value the seamless integration of Momentum with Zoom and CRMs, enhancing productivity and organizational efficiency.
  • Users commend the excellent customer support of Momentum, simplifying tasks and enhancing collaboration across teams.
Cons
  • Users find the inaccuracy in language support and reporting features limits Momentum’s effectiveness in diverse environments.
  • Users experience performance issues with Momentum, noting glitches and inconsistencies that disrupt overall usability.
  • Users report accuracy issues with Momentum's AI, affecting insights and transcriptions, particularly with accents and languages.
  • Users face call issues with joining meetings and misunderstandings about permissions, affecting overall call experience.
  • Users experience significant data inaccuracies, leading to mismatched calls and less reliable reporting in Momentum.

What Are Recent G2 Reviews of Momentum?

MaxIQ

MaxIQ is an AI-native Revenue Intelligence platform designed to unify sales, customer success, and revenue operations for B2B SaaS companies. It helps revenue teams manage the entire revenue journey by bringing pipeline visibility, forecasting, and post-sales insights into one unified system. The platform uses artificial intelligence to improve forecast accuracy, automate workflows, and surface deeper insights into deal health and revenue performance. Key capabilities include real-time revenue dashboards, pipeline inspection, conversation intelligence, and unified account visibility across the revenue lifecycle. MaxIQ also captures signals from CRM activity, meetings, and revenue data to help teams prioritize the right deals and opportunities. By turning revenue visibility into execution, MaxIQ empowers sales leaders, RevOps teams, and customer success managers to make better decisions, reduce manual reporting, and identify risks earlier. Businesses use MaxIQ to improve pipeline efficiency, increase forecast accuracy, strengthen sales-to-customer-success handoffs, and drive retention and expansion. The platform integrates seamlessly with existing CRM systems to enrich data, streamline workflows, and provide a complete AI-powered view of revenue operations.

Average Rating: 4.9/5.0

Total Reviews: 35

How Do G2 Users Rate MaxIQ?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Peformance Tracking: 9.6/10 (Category avg: 8.5/10)
  • Integrations / APIs: 9.2/10 (Category avg: 8.7/10)
  • Coaching : 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind MaxIQ?

  • Seller: MaxIQ
  • Year Founded: 2022
  • HQ Location: San Francisco, California, United States
  • Twitter: @getmaxiq
    7 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    53 employees on LinkedIn®
  • Ownership: Sonny Aulakh

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 71% Large, 26% Medium

What Do G2 Reviewers Say About MaxIQ?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the AI-driven insights of MaxIQ, enhancing accuracy and clarity in forecasting and pipeline management.
  • Users value the ease of use of MaxIQ, appreciating its intuitive design and streamlined processes for daily tasks.
  • Users find MaxIQ's AI-driven insights incredibly helpful for accurate forecasting and identifying opportunities early.
  • Users commend the accuracy of MaxIQ, which enhances forecasting and enables proactive identification of challenges and opportunities.
  • Users value the intuitive design of MaxIQ, making setup and daily tasks streamlined and efficient.
Cons
  • Users note a steep learning curve with MaxIQ, requiring time to fully integrate into existing workflows.
  • Users often face integration issues, particularly with third-party tools, impacting their initial experience with MaxIQ.
  • Users desire more customization options for dashboards in MaxIQ to enhance their overall experience and flexibility.
  • Users find the inadequate reporting features of MaxIQ limit their ability to gain deeper insights efficiently.
  • Users desire more flexible dashboard customization, wishing for the ability to adjust widgets independently for a smoother experience.

What Are Recent G2 Reviews of MaxIQ?

Fathom

Fathom, the #1-rated AI meeting partner, captures what matters in every conversation and turns it into momentum for what comes next. Now part of Superhuman. ● Meeting Capture: Bot-based or fully Bot-Free - join with a visible notetaker or record silently, your choice, on every call. Bot-Free available on Mac today; Windows coming soon. ● Mobile: iOS app ● Meeting Intelligence: Ask Fathom instantly answers questions across your entire meeting history. Trackers proactively alert you when topics you care about come up. And Fathom's MCP integration brings your meeting context directly into Claude and ChatGPT, plus syncs with your CRM and productivity tools. Recognition: Named to G2's 2026 Best Software Awards Top 100 and HubSpot's 2025 Most Used App of the Year. Outcome: Fathom turns meetings into a searchable, connected knowledge base - teams spend less time on admin and more time acting on what was decided, with the intelligence to back it up.

Average Rating: 5.0/5.0

Total Reviews: 7,046

How Do G2 Users Rate Fathom?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.4/10)
  • Peformance Tracking: 8.3/10 (Category avg: 8.5/10)
  • Integrations / APIs: 8.9/10 (Category avg: 8.7/10)
  • Coaching : 8.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Fathom?

  • Seller: Superhuman
  • Company Website:
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    7,182 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 78% Small, 20% Medium

What Do G2 Reviewers Say About Fathom?

AI-generated summary from verified user reviews

Pros
  • Users praise Fathom for its incredible accuracy in note-taking, enhancing engagement and efficiency during meetings.
  • Users appreciate the helpfulness of Fathom, enabling productive meetings with automatic note-taking and efficient task assignments.
  • Users appreciate the ease of use of Fathom, enjoying its intuitive interface and efficient navigation for productivity.
  • Users love the simple setup and seamless integration of Fathom across various meeting platforms, enhancing productivity.
  • Users value the accuracy and efficiency of Fathom's note-taking, enhancing focus during meetings and facilitating recaps.
Cons
  • Users face challenges with meeting report accuracy, along with limitations on advanced features in the free version.
  • Users experience recording issues with Fathom, including inaccurate transcripts and unnecessary constant recording.
  • Users find the missing features in Fathom hinder usability, particularly concerning call attribution and transcript visibility.
  • Users express frustration with constant recording limitations that affect meeting setup and participation flexibility.
  • Users report AI inaccuracy with Fathom, noting frequent misinterpretations of spoken communication and insufficient sales-specific features.

What Are Recent G2 Reviews of Fathom?

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6sense Revenue Marketing

6sense Revenue Marketing is a B2B revenue marketing and account-based go-to-market (GTM) platform that helps marketing and revenue teams identify in-market accounts, prioritize buying groups, and execute coordinated engagement across digital channels using buyer intent and predictive analytics. The platform is built for B2B organizations with long sales cycles and multi-stakeholder buying processes. Typical users included CMOs, demand generation leaders, ABM managers, marketing operations teams, and revenue operations leaders. 6sense Revenue Marketing is commonly evaluated alongside ABM platforms, buyer intent data providers, and revenue intelligence solutions, but is designed to function as a centralized decision and orchestration layer within the broader go-to-market technology stack. 6sense Revenue Marketing aggregates and analyzes large volumes of first-party and third-party data, including buyer intent signals, website engagement, CRM and marketing automation platform data, firmographics, and technographics. AI-driven models asses account fit, buying stage, engagement behavior, and momentum to determine which accounts are actively researching solutions and how close they are to a purchase decision. These insights are continuously updated, allowing marketers to move beyond static lead scoring and rule-based segmentation. The platform embeds intelligence directly into campaign execution through automated workflows that connect advertising platforms, marketing automation platforms, web experiences, and sales engagement tools. Marketing teams can create dynamic audiences, trigger multi-channel campaigns, and adapt messaging and timing based on real-time buyer behavior. AI-powered agents assist with tasks such as personalized outreach, inbound follow-up, and campaign activation, helping teams scale execution while reducing manual effort. Key capabilities of 6sense Revenue Marketing include: -Buyer intent data and predictive analytics for identifying in-market accounts -Account- and buying-group-level prioritization and segmentation -Automated audience activations across advertising, email, web, and sales tools -Workflow orchestration integrated with CRM and marketing automation platforms -Reporting focused on account engagement, pipeline influence, and revenue impact Common use cases include account-based marketing (ABM/ABX), intent-based demand generation, inbound lead follow-up, pipeline acceleration, and marketing and sales alignment around shared account qualification models. 6sense Revenue Marketing is designed to support revenue-focused marketing execution rather than lead volume optimization. By aligning buyer intent data, predictive prioritization, and cross-channel activation in a single platform, it helps organizations measure marketing effectiveness based on account progression and pipeline contribution instead of surface-level engagement metrics.

Average Rating: 4.2/5.0

Total Reviews: 1,536

How Do G2 Users Rate 6sense Revenue Marketing?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.4/10)
  • Peformance Tracking: 8.5/10 (Category avg: 8.5/10)
  • Integrations / APIs: 7.9/10 (Category avg: 8.7/10)
  • Coaching : 7.7/10 (Category avg: 8.4/10)

Who Is the Company Behind 6sense Revenue Marketing?

  • Seller: 6sense
  • Company Website:
  • Year Founded: 2013
  • HQ Location: San Francisco, CA
  • Twitter: @6senseInc
    16,911 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,651 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Sales Development Representative
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Medium, 36% Large

What Do G2 Reviewers Say About 6sense Revenue Marketing?

AI-generated summary from verified user reviews

Pros
  • Users value the clear visibility from intent data, enhancing ad targeting and aligning with buying journey stages effectively.
  • Users appreciate the clear visibility into buying journeys, enabling better-targeted advertising and strategic marketing efforts.
  • Users appreciate the ease of use of 6sense Revenue Marketing, facilitating efficient outreach and detailed insights.
  • Users benefit from efficient account targeting and valuable insights, making 6sense central to their marketing strategies.
  • Users value the clear visibility into account buying journeys, enhancing their ad strategies effectively with 6sense insights.
Cons
  • Users find the steep learning curve of 6sense Revenue Marketing challenging, impacting setup and data interpretation significantly.
  • Users often face a steep learning curve with 6sense, finding it challenging to understand and navigate the platform effectively.
  • Users find the learning difficulty with 6sense challenging, as navigating the UI can be overwhelming for the sales team.
  • Users find the complexity of setup and understanding of 6sense challenging, impacting overall effectiveness and buy-in.
  • Users face missing features like an export limit and lack of predictive tools, hindering full insight capabilities.

What Are Recent G2 Reviews of 6sense Revenue Marketing?

Amplemarket

By combining premium data, multichannel engagement, and real-time insights in one seamless solution, Duo AI Copilot and AI Agent redefine how modern sales teams operate. Duo uncovers hidden opportunities, detects buyer intent signals, and generates tailored playbooks - empowering your reps to focus on what matters most: building relationships and closing deals. It’s the perfect fusion of AI precision and human intuition. Built on an all-in-one sales platform, Duo AI Agents support your entire outbound workflow - from prospecting and engagement to automation and deliverability. What’s included in the platform: - Global B2B data to help you identify and reach your ideal customers - Multichannel outreach via email, phone, social, voice cloning, and more - Built-in personalization to scale relevant, high-converting messaging - AI superpowers: A suite of personalized AI Agents that handles research, intent signals, and workflows - so you spend less time prepping and more time selling

Average Rating: 4.6/5.0

Total Reviews: 664

How Do G2 Users Rate Amplemarket?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.4/10)
  • Peformance Tracking: 8.3/10 (Category avg: 8.5/10)
  • Integrations / APIs: 8.3/10 (Category avg: 8.7/10)
  • Coaching : 7.6/10 (Category avg: 8.4/10)

Who Is the Company Behind Amplemarket?

  • Seller: Amplemarket
  • Year Founded: 2019
  • HQ Location: San Francisco, California
  • Twitter: @amplemarket
    2,568 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: SDR, Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 44% Medium, 44% Small

What Do G2 Reviewers Say About Amplemarket?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Amplemarket, appreciating its intuitive platform and efficient automation tools for outreach.
  • Users value the ease of use and seamless integrations in Amplemarket, enhancing their sales outreach experience.
  • Users love the efficient automation tools of Amplemarket, dramatically enhancing outreach speed and effectiveness.
  • Users appreciate the ease of use and tailored messaging of Amplemarket, transforming their sales outreach effectively.
  • Users rave about the effective lead generation capabilities of Amplemarket, simplifying outreach and enhancing relationship-building.
Cons
  • Users note missing features in Amplemarket, expressing a desire for enhancements and better sequence management options.
  • Users face a notable learning curve with Amplemarket, needing more support for a smoother onboarding experience.
  • Users report that improvement is needed in integration with other tech stacks and functionality of automation features.
  • Users experience sequence issues with cloning, automation failures, and inactivity settings that complicate workflow efficiency.
  • Users find integration issues with CRM and customization limitations in Amplemarket affect their reporting and workflow efficiency.

What Are Recent G2 Reviews of Amplemarket?

What Are G2 Users Discussing About Amplemarket?

Substrata

Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals.

Average Rating: 4.9/5.0

Total Reviews: 1,127

How Do G2 Users Rate Substrata?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.4/10)
  • Peformance Tracking: 9.5/10 (Category avg: 8.5/10)
  • Integrations / APIs: 9.2/10 (Category avg: 8.7/10)
  • Coaching : 9.4/10 (Category avg: 8.4/10)

Who Is the Company Behind Substrata?

  • Seller: Substrata
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Tel Aviv, Israel
  • Twitter: @SubstrataHQ
    517 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    31 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Development Representative, Project Manager
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 45% Small, 41% Medium

What Do G2 Reviewers Say About Substrata?

AI-generated summary from verified user reviews

Pros
  • Users value the high accuracy of Substrata's insights, enhancing their understanding of clients and improving negotiations.
  • Users value the sophisticated emotional insights of Substrata, enhancing communication and understanding in high-stakes environments.
  • Users appreciate the insightful analysis of Substrata, enhancing understanding of tone and emotions in conversations.
  • Users value Substrata for its actionable insights that enhance communication effectiveness and decision-making confidence.
  • Users value the time-saving features of Substrata, enhancing decision-making efficiency and improving communication effectiveness.
Cons
  • Users face a steep learning curve with Substrata, requiring time and effort to master advanced features.
  • Users find the limited customization options restrict their ability to tailor insights for specific needs and perspectives.
  • Users find the complexity in setup and navigation challenging, hindering their ability to effectively use Substrata.
  • Users find the time-consuming setup and analysis process of Substrata to be a notable challenge.
  • Users find the dashboard overwhelming initially, struggling with complexity and a lack of intuitive features.

What Are Recent G2 Reviews of Substrata?

Terret.ai

Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret.

Average Rating: 4.4/5.0

Total Reviews: 611

How Do G2 Users Rate Terret.ai?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.4/10)

Who Is the Company Behind Terret.ai?

  • Seller: Terret
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Santa Clara, US
  • Twitter: @terret_ai
  • LinkedIn® Page: www.linkedin.com
    54 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Enterprise Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 64% Medium, 32% Large

What Do G2 Reviewers Say About Terret.ai?

AI-generated summary from verified user reviews

Pros
  • Users value the forecasting ease of Terret.ai, allowing clear overviews and seamless integration with Salesforce.
  • Users praise the powerful analytics of Terret.ai, highlighting quick-loading screens and customizable views for effective decision-making.
  • Users value the efficiency of Terret.ai, significantly enhancing productivity and streamlining forecasting processes.
  • Users value the easy access to comprehensive business insights through a single, well-organized dashboard.
  • Users appreciate the seamless integration with SFDC, enhancing CRM data accessibility and boosting efficiency in updates.
Cons
  • Users report connectivity issues and lag when integrating Terret.ai with Salesforce, hindering their experience.
  • Users find the integration issues with Salesforce to be tedious, impacting the overall synchronization experience.
  • Users find forecasting issues challenging due to the lack of hierarchy forecasting and clean Salesforce data integration.
  • Users find the reporting insufficient, lacking flexibility for tracking and viewing forecasts in multiple currencies effectively.
  • Users find the difficult reporting features of Terret.ai limit flexibility and complicate tracking forecast accuracy.

What Are Recent G2 Reviews of Terret.ai?

What Are G2 Users Discussing About Terret.ai?

Apollo.io

Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs.

Average Rating: 4.7/5.0

Total Reviews: 9,443

How Do G2 Users Rate Apollo.io?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.4/10)
  • Peformance Tracking: 8.4/10 (Category avg: 8.5/10)
  • Integrations / APIs: 8.3/10 (Category avg: 8.7/10)
  • Coaching : 7.9/10 (Category avg: 8.4/10)

Who Is the Company Behind Apollo.io?

  • Seller: Apollo.io
  • Company Website:
  • Year Founded: 2015
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Business Development Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 67% Small, 29% Medium

What Do G2 Reviewers Say About Apollo.io?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Apollo.io, enhancing their lead generation and CRM integration seamlessly.
  • Users value the user-friendly interface and automation features of Apollo.io, enhancing their lead generation efficiency.
  • Users value the robust search and filtering capabilities of Apollo.io, enhancing their outreach and campaign management efficiency.
  • Users appreciate the streamlined prospecting and outreach capabilities of Apollo.io, enhancing efficiency and targeting in lead generation.
  • Users appreciate the time-saving features of Apollo.io, streamlining their outreach and enhancing sales efficiency.
Cons
  • Users find missing features frustrating, particularly in layout customization, email templates, and integration options.
  • Users indicate that inaccurate data in Apollo.io can lead to frustrations with lead information and missing emails.
  • Users find the steep learning curve of Apollo.io challenging, hindering effective navigation and utilization of its features.
  • Users note limited features and variable accuracy, necessitating manual checks and selective outreach, which can overwhelm new users.
  • Users experience data inaccuracy with Apollo.io, leading to unreliable contact information that requires verification.

What Are Recent G2 Reviews of Apollo.io?

What Are G2 Users Discussing About Apollo.io?

Creatio

Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation.

Average Rating: 4.6/5.0

Total Reviews: 316

How Do G2 Users Rate Creatio?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.4/10)

Who Is the Company Behind Creatio?

  • Seller: Creatio
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Boston, Massachusetts
  • Twitter: @Creatio_Global
    3,977 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,186 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 43% Small, 42% Medium

What Do G2 Reviewers Say About Creatio?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Creatio, leading to streamlined processes and enhanced efficiency in sales operations.
  • Users value the efficiency of Creatio, enhancing sales operations and minimizing errors through customizable automation.
  • Users praise the high customizability of Creatio, making it easy to adapt the platform to specific needs.
  • Users value the unlimited customization options in Creatio, enabling tailored solutions without requiring developer skills.
  • Users value the extensive customization options of Creatio, enabling tailored solutions even without technical skills.
Cons
  • Users note a significant learning curve with Creatio, requiring training and support for effective setup.
  • Users find missing features in Creatio, such as limited reporting and inefficient contact management, affecting productivity.
  • Users find the limited selection of features in Creatio constraining, despite some useful applications available.
  • Users express frustration over limited customization, noting outdated documentation and unintuitive button placements hinder productivity.
  • Users find the limited app options and lack of customization for service businesses frustrating when using Creatio.

What Are Recent G2 Reviews of Creatio?

What Are G2 Users Discussing About Creatio?

HG Insights

HG Insights delivers AI-powered Revenue Growth Intelligence solutions that modernize GTM strategy and execution for B2B technology companies. Sales, marketing, and RevOps teams use the platform to prioritize, target, engage, and convert the best opportunities faster. The platform turns deep market, account, technology, spend, intent, and customer data into actionable insights and automated workflows that accelerate pipeline, sharpen ICP definition, and improve forecast accuracy. At the core is a combination of technographic intelligence, IT spend signals, buyer intent, and AI-driven account analytics. Technographic data reveals the full technology stack of any target account, so teams can tailor outreach to what prospects actually use today. IT spend signals show where budgets are allocated and where they are shifting, helping teams focus on accounts with real purchasing capacity. Buyer intent data identifies when prospects are actively evaluating solutions so teams can engage at the right stage of the buying cycle. Account analytics provide a continuous view of customer behavior and health, supporting both new pipeline development and proactive churn risk management. The AI layer goes beyond data delivery. Platform analytics and AI agents surface high-priority accounts, automate scoring and prioritization workflows, and translate signals into recommended next actions. Rather than piecing together intelligence from multiple disconnected tools, teams get a single platform that moves them from signal to action. The result is less time on manual research and more time on the accounts most likely to convert. That combination of data depth and AI execution is why 95% of Fortune 1000 B2B tech companies and all major hyperscalers rely on HG Insights to grow revenue, boost efficiency, and improve retention. For organizations that need more than contact data to drive predictable results, HG Insights provides the intelligence and automation to close the gap between GTM planning and execution.

Average Rating: 4.3/5.0

Total Reviews: 434

How Do G2 Users Rate HG Insights?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.4/10)

Who Is the Company Behind HG Insights?

  • Seller: HG Insights
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Santa Barbara, CA
  • LinkedIn® Page: www.linkedin.com
    1,022 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Sales Development Representative
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 47% Medium, 39% Large

What Do G2 Reviewers Say About HG Insights?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of HG Insights, describing the platform as well-structured and user-friendly.
  • Users value the data accuracy of HG Insights, significantly enhancing their advertising campaigns and sales strategies.
  • Users praise the helpfulness of the account team and the ease of navigating vast information.
  • Users value the lead generation capabilities of HG Insights, enhancing their sales efforts and advertising campaigns.
  • Users appreciate the user-friendly automation of HG Insights, allowing quick onboarding and efficient navigation.
Cons
  • Users find the pricing quite steep, especially for individuals and small businesses, impacting overall value perception.
  • Users find the outdated data concerning, as it undermines reliability and impacts confidence in decision-making.
  • Users face backend challenges with HG Insights, struggling to access complete data and manage incentive balances efficiently.
  • Users find the inaccurate intent data of HG Insights to be a significant drawback in their analysis processes.
  • Users struggle with the integration issues of HG Insights, particularly regarding Salesforce data export capabilities.

What Are Recent G2 Reviews of HG Insights?

What Are G2 Users Discussing About HG Insights?

Veloxy

Veloxy is a revenue growth system that multiplies and accelerates your selling activities while eliminating non-selling activities that cost you time and money. It's one integrated sales platform that gives your essential sales capabilities — sales engagement, sales enablement, sales productivity, and Salesforce adoption — a single touchpoint across all devices to help you close more deals and generate more leads. 1,000's of field sales reps, inside sales reps, and sales managers are transforming sales departments into real revenue centers with Veloxy.

Average Rating: 4.7/5.0

Total Reviews: 209

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How Do G2 Users Rate Veloxy?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.4/10)
  • Peformance Tracking: 9.5/10 (Category avg: 8.5/10)
  • Integrations / APIs: 9.5/10 (Category avg: 8.7/10)
  • Coaching : 9.7/10 (Category avg: 8.4/10)

Who Is the Company Behind Veloxy?

  • Seller: Veloxy
  • Year Founded: 2015
  • HQ Location: Pleasanton, California
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Account Executive, Regional Sales Manager
  • Top Industries: Telecommunications, Information Technology and Services
  • Company Size: 60% Large, 27% Medium

What Do G2 Reviewers Say About Veloxy?

AI-generated summary from verified user reviews

Pros
  • Users highlight the automation capabilities of Veloxy, streamlining call management and increasing productivity significantly.
  • Users benefit from the efficient call management of Veloxy, enhancing productivity through quick voice-to-text features.
  • Users love the customizability of Veloxy, enhancing their call management and productivity seamlessly.
  • Users benefit from the customization features of Veloxy, enhancing their call management and integration with Salesforce.
  • Users find Veloxy's ease of use exceptional, dramatically enhancing call management and productivity on the go.
Cons
  • Users experience battery issues causing malfunction, preventing lead status updates and app glitches during email attempts.
  • Users face editing issues with lead status updates and experience glitches when sending emails, disrupting workflow.
  • Users experience inaccurate data issues with Veloxy, unable to update lead statuses or facing app glitches.
  • Users report difficulties with lead status updates, often facing glitches that hinder their ability to manage leads effectively.
  • Users face significant lead management issues with status updates not reflecting, causing workflow disruptions.

What Are Recent G2 Reviews of Veloxy?

What Are G2 Users Discussing About Veloxy?

Tribble

Tribble is a governed knowledge platform for organizations that answer high-stakes questions under time pressure. It takes the knowledge a company already holds, scattered across the CRM, call recordings, decks and documents, and turns it into answers that are cited, reviewable and drawn only from approved sources. At the center sits a knowledge layer Tribble calls the Brain. It learns: every document read and every expert correction compounds into one current understanding of how the business runs, with experts kept in the loop wherever judgment matters. Unlike a content library, where everything sits on the shelf and nothing indicates what is current, newer approved answers outrank stale ones. The platform covers RFPs, RFIs, due diligence questionnaires and security questionnaires, and connects to sources including Salesforce, Highspot, Confluence, SharePoint, Google Drive, Box and call recordings. Answers are delivered inside Slack, Microsoft Teams and the browser, so subject matter experts contribute without leaving the tools they already work in. The same knowledge layer supports pre-call preparation, closed-lost analysis, partner enablement, call coaching and CRM hygiene, so one deployment serves more than the proposal team. Published deployments include a sales engineer completing 90 percent of a 200-question RFP in under an hour, a proposal team handling more than 500 bids a year, and an enterprise rollout reaching 1,300 internal users and 350 partner organizations. Licensing is usage-based with unlimited users, so reviewers, subject matter experts and approvers participate without additional licenses. Tribble was founded in 2023 and is backed by Salesforce Ventures.

Average Rating: 4.7/5.0

Total Reviews: 175

How Do G2 Users Rate Tribble?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.4/10)
  • Peformance Tracking: 10.0/10 (Category avg: 8.5/10)
  • Integrations / APIs: 9.0/10 (Category avg: 8.7/10)
  • Coaching : 9.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Tribble?

  • Seller: Tribble
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Los Angeles, CA
  • Twitter: @Tribble_ai
    36 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 42% Large, 42% Medium

What Do G2 Reviewers Say About Tribble?

AI-generated summary from verified user reviews

Pros
  • Users find Tribble to be an easy to use solution, enhancing efficiency and speeding up the RFX response process.
  • Users highlight the time-saving capabilities of Tribble, dramatically reducing workloads and speeding up response generation.
  • Users love Tribble's efficiency, significantly reducing workloads and expediting responses under strict deadlines.
  • Users appreciate the efficiency in RFP management with Tribble, highlighting time savings and ease of use.
  • Users value seamless integrations of Tribble with tools like Salesforce and Slack, enhancing efficiency and self-sufficiency.
Cons
  • Users have experienced inaccurate responses from Tribble, occasionally requiring validation against other sources for accuracy.
  • Users find Tribble has limited features, particularly missing project management tools and formatting options that hinder efficiency.
  • Users highlight the inaccuracy of AI responses in Tribble, necessitating careful prompting for reliable information.
  • Users find Tribble's inaccurate responses and outdated information limiting, impacting effective use in queries and tasks.
  • Users often face inaccuracy issues with Tribble, leading to vague responses and outdated information in their work.

What Are Recent G2 Reviews of Tribble?

Rattle

Rattle makes intricate sales processes easy to follow Revenue teams have detailed, important-to-follow sales processes — it’s your winning formula for securing new business & delivering a consistent customer experience. But we know as much as building out these processes wasn’t easy, it’s even harder to get teams to consistently follow them. Rattle addresses this through automation and AI by creating a two-way workflow between the sales tech stack (CRM, Clari, Gong, etc.) and engagement tools (Teams and Slack). Rattle’s unique approach improves efficiency & streamlines operations for companies like Twilio, Figma, Miro, Gitlab, Algolia, Notion, & Intercom who report a win rate lift of 20%, 15% higher renewal rates, 50% faster lead response times, and 5+ hours/week in time saved for sellers.

Average Rating: 4.7/5.0

Total Reviews: 103

How Do G2 Users Rate Rattle?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Peformance Tracking: 8.8/10 (Category avg: 8.5/10)
  • Integrations / APIs: 9.2/10 (Category avg: 8.7/10)
  • Coaching : 8.6/10 (Category avg: 8.4/10)

Who Is the Company Behind Rattle?

  • Seller: Rattle Software Inc.
  • Year Founded: 2020
  • HQ Location: San Francisco, US
  • Twitter: @goRattle
    381 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    51 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Revenue Operations Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 71% Medium, 18% Large

What Do G2 Reviewers Say About Rattle?

AI-generated summary from verified user reviews

Pros
  • Users find Rattle's integration with CRM to be incredibly easy to use, enhancing communication and efficiency in teams.
  • Users find Rattle's user-friendliness and helpful support vital for effective forecasting and deal management.
  • Users value the seamless integrations of Rattle, enhancing productivity by streamlining Salesforce updates via Slack.
  • Users love the Seamless Slack integration in Rattle, enhancing productivity through efficient task assignment and updates.
  • Users appreciate the seamless Salesforce updates directly from Slack, enhancing productivity and simplifying task management.
Cons
  • Users note integration limitations with Rattle, which can hinder customization and functionality in certain workflows.
  • Users report missing features in Rattle, such as updates for new packages and intuitive formatting options.
  • Users often find difficult settings in Rattle, requiring reference material for formatting and facing unhelpful error messages.
  • Users desire more customization options for integrations and dashboards, limiting their overall control and flexibility.
  • Users experience software bugs that can complicate usage, though the support team provides quick resolutions.

What Are Recent G2 Reviews of Rattle?

What Are G2 Users Discussing About Rattle?

Zipteams

Intelligent meeting rooms designed for inside sales and customer success teams that provide real-time customer context, insights, and recommendations to make the customer meetings more engaging and fruitful.

Average Rating: 4.7/5.0

Total Reviews: 194

How Do G2 Users Rate Zipteams?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.4/10)
  • Peformance Tracking: 9.2/10 (Category avg: 8.5/10)
  • Integrations / APIs: 9.2/10 (Category avg: 8.7/10)
  • Coaching : 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Zipteams?

Who Uses This Product?

  • Who Uses This: Inside Sales Manager, Exam Counselor
  • Top Industries: Education Management, E-Learning
  • Company Size: 63% Medium, 22% Large

What Do G2 Reviewers Say About Zipteams?

AI-generated summary from verified user reviews

Pros
  • Users find the call management analysis feature highly useful for improving their pitching and call quality.
  • Users appreciate the insightful call analysis provided by Zipteams, which aids in improving their pitching strategies.
  • Users find Zipteams to be very helpful for connecting with students and improving communication skills effectively.
  • Users value the call recording feature of Zipteams for its detailed insights and AI analysis of calls.
  • Users value the accuracy of insights from Zipteams, enhancing understanding and improving performance through detailed reviews.
Cons
  • Users experience call issues, including automatic disconnections and glitches, affecting overall communication quality.
  • Users report accuracy issues with Zipteams, including misinterpretation of conversations and failure to recognize local languages.
  • Users report frequent inaccuracy issues with Zipteams, leading to misinterpretations and incorrect data recognition.
  • Users face recording issues with Zipteams, including missed words and sudden call disconnections, impacting conversation quality.
  • Users report software bugs causing glitches, automatic disconnections, and connectivity issues that hinder performance.

What Are Recent G2 Reviews of Zipteams?

Crossbeam

Crossbeam is the Ecosystem Revenue Platform that empowers go-to-market teams to securely share and access unique ecosystem insights from your partners' CRMs to uncover new opportunities, target the right accounts, and achieve your revenue goals. Connect with 30,000+ companies on the Crossbeam Network and identify the fastest path to revenue with Ecosystem Intelligence, recommended plays for your revenue team, and warm intros and co-selling with your partners.

Average Rating: 4.8/5.0

Total Reviews: 412

How Do G2 Users Rate Crossbeam?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.4/10)
  • Integrations / APIs: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Crossbeam?

  • Seller: Crossbeam
  • Year Founded: 2018
  • HQ Location: Philadelphia, Pennsylvania
  • Twitter: @Crossbeam
    1,348 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    195 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Partnerships Manager, Head of Partnerships
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 61% Medium, 22% Large

What Do G2 Reviewers Say About Crossbeam?

AI-generated summary from verified user reviews

Pros
  • Users value the efficiency improvement of Crossbeam, transforming partner ecosystem mapping into a streamlined, time-saving process.
  • Users appreciate the time-saving benefits of Crossbeam, significantly enhancing efficiency in partner engagement and account mapping.
  • Users appreciate the simple and efficient interface of Crossbeam, making account mapping and analysis quick and easy.
  • Users find the setup ease of Crossbeam remarkable, enabling quick integration and immediate value for partner collaboration.
  • Users value the time-saving insights from Crossbeam, enhancing productivity and streamlining partnership evaluations.
Cons
  • Users face partnership challenges with Crossbeam, as many partners prefer competitors, limiting its overall effectiveness.
  • Users experience data inaccuracies from partner information and CRM discrepancies, leading to confusion and miscommunications.
  • Users find the data integration limitations frustrating, especially lacking automatic updates and necessary CRM connections.
  • Users find the poor UI of Crossbeam challenging, noting it's not intuitive and can be clunky to navigate.
  • Users find the expensive pricing of Crossbeam challenging, complicating budgeting and navigation within the platform.

What Are Recent G2 Reviews of Crossbeam?

What Are G2 Users Discussing About Crossbeam?

Julie Jung
JJ
Researched and written by Julie Jung
Updated