# Best Enterprise Conversation Intelligence Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* The best conversation intelligence software in 2026 is Gong, rated 4.7 out of 5 on G2 based on 6,600+ verified reviews. For teams prioritizing frictionless meeting capture, Fathom delivers a 5.0 rating with AI-powered summaries that require minimal setup overhead. 1. Gong — 4.7/5 (6,600+ reviews): Revenue intelligence with deal-pattern coaching 2. Fathom — 5/5 (6,800+ reviews): AI meeting summaries with frictionless capture 3. Agentforce Sales (formerly Salesforce Sales Cloud) — 4.4/5 (25,800+ reviews): Conversation intelligence inside CRM workflows 4. HubSpot Sales Hub — 4.4/5 (13,800+ reviews): Conversation logging tied to native CRM 5. Substrata — 4.9/5 (1,000+ reviews): Behavioral signal analysis for deal dynamics *Updated June 2026. Based on 2026 G2 verified review data across 47 products.* Products classified in the overall Conversation Intelligence category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Conversation Intelligence to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Conversation Intelligence category. In addition to qualifying for inclusion in the Conversation Intelligence Software category, to qualify for inclusion in the Enterprise Business Conversation Intelligence Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business. ## Top Conversation Intelligence Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,504 reviews) | Revenue intelligence with deal-pattern coaching | "[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)" | | 2 | [Fathom](https://www.g2.com/products/fathom-video/reviews) | 5.0/5.0 (6,917 reviews) | AI meeting summaries with frictionless capture | "[Exceptional Meeting Summaries and Notes, Seamless Meeting Recordings](https://www.g2.com/survey_responses/fathom-review-13075632)" | | 3 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,664 reviews) | Conversation intelligence inside CRM workflows | "[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)" | | 4 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,262 reviews) | Conversation logging tied to native CRM | "[Comprehensive and User-Friendly CRM for Streamlined Sales Processes](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871)" | | 5 | [Substrata](https://www.g2.com/products/substrata-substrata/reviews) | 4.9/5.0 (1,093 reviews) | Behavioral signal analysis for deal dynamics | "[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)" | | 6 | [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) | 4.5/5.0 (3,395 reviews) | — | "[Account Exectuive](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756)" | | 7 | [Talkdesk](https://www.g2.com/products/talkdesk/reviews) | 4.4/5.0 (2,439 reviews) | Contact-center CXA with conversation intelligence | "[Talkdesk: Easy to Navigate, Accurate Translation, and Great Performance](https://www.g2.com/survey_responses/talkdesk-review-13074985)" | | 8 | [Nooks](https://www.g2.com/products/nooks/reviews) | 4.8/5.0 (1,615 reviews) | Agent workspace for intelligent outbound | "[Nooks Supercharged Our Call Volume and Conversations](https://www.g2.com/survey_responses/nooks-review-13036332)" | | 9 | [Mindtickle](https://www.g2.com/products/mindtickle/reviews) | 4.7/5.0 (2,238 reviews) | — | "[Smooth, Easy-to-Manage Sales Training with Mindtickle](https://www.g2.com/survey_responses/mindtickle-review-12908229)" | | 10 | [Otter.ai](https://www.g2.com/products/otter-ai/reviews) | 4.4/5.0 (496 reviews) | Lightweight meeting transcription with broad integrations | "[Otter.ai Boosts Productivity with Real-Time Transcription and Automatic Summaries](https://www.g2.com/survey_responses/otter-ai-review-13091867)" | --- ## What Are the Most Common Questions About Conversation Intelligence Software? *AI-generated · Last updated: May 26, 2026* ### What what's the top-rated conversation intelligence software? Based on G2 reviews, [Gong](https://www.g2.com/products/gong) stands out as the most frequently reviewed option in this dataset, and reviewers consistently mention call recording, AI-generated summaries, searchable transcripts, coaching support, and deal visibility. According to verified users, it helps teams stay present during calls, review customer conversations quickly, and improve follow-up consistency. G2 reviewers mention that Gong is especially useful for sales coaching, onboarding, and understanding customer needs across a large volume of conversations. At the same time, some users note a learning curve, occasional transcript inaccuracies, and sluggish search or loading at times, so buyers should weigh usability needs alongside depth of insight. **Here are some of the top-rated products on G2:** - [Gong](https://www.g2.com/products/gong) – used for call recording, AI summaries, coaching, forecasting, and searchable customer conversation review - [Fathom](https://www.g2.com/products/fathom-video) – favored for accurate meeting notes, action items, easy setup, and helping teams stay focused during calls - [Substrata](https://www.g2.com/products/substrata-substrata) – used to uncover buyer intent, sentiment, and hidden signals in sales conversations ### What is the best conversation monitoring software? Based on G2 reviews, [Gong](https://www.g2.com/products/gong) is the single strongest fit in this review set for conversation monitoring because reviewers repeatedly highlight visibility into calls, searchable transcripts, AI summaries, team coaching, and account-level insights. According to verified users, it helps teams monitor customer interactions without relying on memory, and it gives managers a way to review trends, compare rep performance, and identify important moments in conversations. G2 reviewers mention that it is especially valuable when teams need one place to revisit calls, understand deal progress, and improve messaging. Some users also mention that the amount of data can feel overwhelming at first and that some summaries still need review. **Here are some of the top-rated products on G2:** - [Gong](https://www.g2.com/products/gong) – widely used for monitoring sales calls, reviewing transcripts, and coaching teams with AI-generated insights - [Fathom](https://www.g2.com/products/fathom-video) – strong for meeting monitoring through accurate notes, transcripts, and follow-up task capture - [Substrata](https://www.g2.com/products/substrata-substrata) – suited to teams that want to monitor engagement shifts, sentiment, and buyer signals over time ### What leading conversation analysis software for small business? Based on G2 reviews, buyers looking for conversation analysis software for small business should focus on tools that balance ease of use, setup speed, and useful summaries. According to verified users, Fathom is often praised for simple setup, accurate notes, clear action items, and affordable positioning in reviews, while Gong is described as more feature rich for sales insight, coaching, and pipeline visibility. G2 reviewers mention that both products reduce manual note-taking and help teams review key moments after meetings. For smaller teams, ease of adoption and low admin overhead appear especially important in the feedback. Some reviewers also note that more advanced platforms can feel overwhelming or expensive, so fit depends on complexity and team maturity. ### What is the best conversation intelligence software? Based on G2 reviews, [Gong](https://www.g2.com/products/gong) is the strongest overall pick in this dataset because it appears most often in recent reviews and is repeatedly described as useful for summaries, searchable transcripts, deal tracking, coaching, and cross-team visibility. According to verified users, it helps teams avoid manual notes, prep faster for follow-ups, and coach reps using real call data. G2 reviewers mention benefits across onboarding, forecasting, account review, and understanding customer pain points. They also mention some tradeoffs, including occasional transcript errors, slower loading in some cases, and a steeper learning curve due to the amount of data available. For buyers prioritizing depth and broad sales workflow support, it leads this review set. **Here are some of the top-rated products on G2:** - [Gong](https://www.g2.com/products/gong) – supports sales teams with conversation analysis, follow-up prep, coaching, and pipeline visibility - [Fathom](https://www.g2.com/products/fathom-video) – ideal for fast setup, clear meeting summaries, action items, and everyday note-taking efficiency - [Substrata](https://www.g2.com/products/substrata-substrata) – focused on reading buyer intent, emotional cues, and hidden signals from conversations ### Which conversation intelligence app is the best? Based on G2 reviews, [Gong](https://www.g2.com/products/gong) is the best-supported answer in this dataset for buyers asking for the best conversation intelligence app. According to verified users, it combines call recording, transcripts, AI summaries, coaching, account search, and deal insight in one place, which makes it practical for daily sales execution. G2 reviewers mention that it helps them stay present in meetings, revisit critical moments later, and improve follow-up quality without depending on handwritten notes. They also highlight its value for managers who need to coach teams or review deal health. A few users mention search lag, summary accuracy issues in some calls, and a heavier learning curve, but overall the feedback is strongest here. ### What is the best tool for analyzing customer conversations? Based on G2 reviews, the best tool for analyzing customer conversations depends on whether a buyer wants broad sales visibility or deeper behavioral signal detection. According to verified users, Gong is often used to analyze customer calls for pain points, follow-up actions, coaching opportunities, and deal movement, while Substrata is praised for uncovering intent, sentiment, and subtle changes in engagement. G2 reviewers mention that these tools help teams move beyond memory-based follow-up and instead work from searchable conversation data. They also point to practical benefits like better preparation, clearer handoffs, and stronger internal alignment. Some users note that highly detailed analytics can feel overwhelming at first, especially when teams are managing a large volume of conversations. **Here are some of the top-rated products on G2:** - [Gong](https://www.g2.com/products/gong) – helps teams analyze calls for customer needs, objections, next steps, and coaching moments - [Fathom](https://www.g2.com/products/fathom-video) – useful for extracting summaries, action items, and detailed transcripts from meetings - [Substrata](https://www.g2.com/products/substrata-substrata) – focused on reading intent, emotional shifts, and relationship momentum from conversations ### What most effective conversation intelligence software to buy? Based on G2 reviews, the most effective conversation intelligence software to buy is the one that fits the buyer’s workflow and coaching needs. According to verified users, Gong is repeatedly associated with strong visibility into calls, account history, summaries, and coaching, while Fathom is frequently praised for easy setup, accurate notes, and immediate action items. G2 reviewers mention that both tools reduce manual note-taking and help teams move faster after meetings. Effectiveness in the reviews usually comes down to how well the product helps users find information quickly, stay present in conversations, and support better follow-up or training. Some users also mention the importance of balancing AI speed and insight quality with usability and rollout simplicity. ### What highly rated conversation intelligence solutions? Based on G2 reviews, highly rated conversation intelligence solutions in this dataset are commonly described as tools that automate note-taking, surface next steps, and help teams learn from customer calls at scale. According to verified users, Gong is often highlighted for sales visibility and coaching, Fathom for reliable summaries and action tracking, and Substrata for interpreting buyer sentiment and hidden signals. G2 reviewers mention that these solutions help reduce administrative work, improve internal collaboration, and make it easier to revisit conversations later. They also point out that accuracy and usability matter just as much as feature depth. In general, the most positively reviewed solutions are the ones that save time while making conversations easier to search, share, and act on. ### What conversation intelligence systems best recommended? Based on G2 reviews, the best recommended conversation intelligence systems are the ones buyers repeatedly mention for recording, summarizing, coaching, and surfacing insights from customer interactions. According to verified users, Gong is the most established recommendation in this dataset for sales-led use cases, while Fathom is often recommended for teams that need a lighter-weight experience with strong note accuracy and quick setup. G2 reviewers mention that recommended systems usually help them stay focused during calls, maintain a searchable conversation history, and improve consistency across follow-ups and team coaching. They also note that recommendation strength often depends on rollout fit, especially around learning curve, integration setup, and whether the team values straightforward summaries or more advanced insight layers. ### What top conversation intelligence platforms for business? Based on G2 reviews, top conversation intelligence platforms for business are those that support both individual productivity and team-level visibility. According to verified users, Gong is widely used for business conversations tied to pipeline, forecasting, training, and customer understanding, while Fathom is valued for meeting recaps, sharing notes, and helping teams stay organized without adding much setup burden. G2 reviewers mention that business users benefit most when platforms can capture conversations automatically, organize transcripts clearly, and help different teams act on the same information. Across the data, the top platforms are not just recording tools. They are used to improve coaching, strengthen handoffs, and make customer context easier to access across the organization. **Here are some of the top-rated products on G2:** - [Gong](https://www.g2.com/products/gong) – chosen by business teams for coaching, forecasting visibility, searchable call history, and follow-up support - [Fathom](https://www.g2.com/products/fathom-video) – helpful for business meetings that need fast summaries, action items, and easy sharing across teams - [Substrata](https://www.g2.com/products/substrata-substrata) – useful for businesses that want conversation intelligence focused on sentiment, intent, and stakeholder dynamics ## G2 Grid® for Conversation Intelligence Software ![G2 Grid® for Conversation Intelligence Software plotting products by satisfaction and market presence](https://www.g2.com/categories/conversation-intelligence/grids.png?focus%5B%5D=24724&focus%5B%5D=506&focus%5B%5D=156120&focus%5B%5D=3004&focus%5B%5D=5280&focus%5B%5D=1333617&focus%5B%5D=135441&focus%5B%5D=3063) Highlighted products: Gong, Agentforce Sales (formerly Salesforce Sales Cloud), Fathom, Salesloft, Mindtickle, Substrata, GTM Studio - Powered by ZoomInfo, and Invoca. Underlying data: [Grid® JSON](https://www.g2.com/categories/conversation-intelligence/grids.json?focus%5B%5D=gong&focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=fathom-video&focus%5B%5D=salesloft&focus%5B%5D=mindtickle&focus%5B%5D=substrata-substrata&focus%5B%5D=gtm-studio-powered-by-zoominfo&focus%5B%5D=invoca&segment=enterprise) ## How Many Conversation Intelligence Software Products Does G2 Track? **Total Products under this Category:** 197 ### Category Stats (Jul 2026) - **Average Rating**: 4.62/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Copilot for Sales (+0.84%) - Among all products in this category, Copilot for Sales recorded the largest rating increase compared to last month *Last updated: July 13, 2026* ## How Does G2 Rank Conversation Intelligence Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,600+ Authentic Reviews - 197+ 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. --- **Sponsored** ### CTM CTM helps businesses turn everyday conversations into growth. Trusted by more than 100,000 users worldwide, including leading brands like Tinuiti, Morgan & Morgan, Tutor Doctor, and ServiceMaster, CTM connects marketing performance to revenue outcomes, giving teams the clarity to see which campaigns drive conversions and the insight to optimize every customer touchpoint. The result: more efficient lead handling, higher conversion rates, and improved ROI. Powered by rich conversation analytics, CTM unifies fragmented call, text, chat, and form interactions into a single, actionable view of customer behavior. With deep integrations across leading marketing, advertising, and CRM platforms—and partnership opportunities for agencies, affiliates, and technology providers—CTM makes it simple to align data, teams, and results. Guided by our purpose to create a better human experience through technology, CTM empowers businesses to make every conversation count. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1567&secure%5Bchosen_at%5D=2026-07-13T09%3A51%3A30Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=3330&secure%5Bresource_id%5D=1567&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fconversation-intelligence%2Fenterprise%3Fpage%3D2%26segment%3Denterprise&secure%5Btoken%5D=861782224882de10f49c87710161dfa7098db683d964a5206bf5dbfdb0fa7624&secure%5Burl%5D=https%3A%2F%2Fwww.ctm.com%2Ffeatures%2F&secure%5Burl_type%5D=paid_promos) --- ## What Are the Top-Rated Conversation Intelligence Software Products in 2026? ### 1. [Gong](https://www.g2.com/products/gong/reviews) Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000—including LinkedIn, Shopify, Slack, Twilio, Zillow, and Morningstar—companies around the world deeply understand their teams and customers, automate critical sales workflows, and close more deals with less effort. Recognized by G2 as the #1 Best Software Product for multiple years, Gong continues to lead in customer satisfaction, innovation, and AI-powered revenue transformation. For more information, visit www.gong.io. **Average Rating:** 4.7/5.0 **Total Reviews:** 6,504 **How Do G2 Users Rate Gong?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 8.7/10 (Category avg: 8.6/10) - **Customer Scoring:** 8.6/10 (Category avg: 8.5/10) - **AI Text Summarization:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Gong?** - **Seller:** [Gong](https://www.g2.com/sellers/gong) - **Company Website:** https://www.gong.io - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @Gong_io (7,641 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10454372/ (2,605 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 69% Mid-Market, 18% Enterprise #### What Are Gong's Pros and Cons? **Pros:** - Helpful (352 reviews) - Ease of Use (240 reviews) - Call Recording (237 reviews) - AI Summary (219 reviews) - Accuracy (214 reviews) **Cons:** - Call Issues (130 reviews) - Recording Issues (88 reviews) - AI Limitations (74 reviews) - Accuracy Issues (72 reviews) - Missing Features (70 reviews) ### What Do G2 Reviewers Say About Gong? *AI-generated summary from verified user reviews* **Pros:** - Users find Gong's **AI functionality** invaluable for saving time and summarizing communications efficiently. - Users enjoy the **ease of use** of Gong, finding it user-friendly and efficient for accessing important sales insights. - Users value the **efficient call recording** feature of Gong, enhancing productivity and providing actionable insights for improvement. - Users appreciate how Gong serves as a **time-saving and intuitive tool** that offers valuable insights for sales management. - Users value the **accuracy** of Gong, highlighting its effective call summaries and speech rate management features. **Cons:** - Users experience **call tracking issues** with Gong, leading to difficulties in accessing and locating past calls. - Users struggle with **recording issues** , including random failures and difficulty locating past calls, impacting usability. - Users note the **limitations of AI analysis and coaching** , affecting integration and accuracy in their workflows. - Users report **accuracy issues** with Gong, particularly regarding audio transcription and multi-tab functionality in Salesforce. - Users note the **missing features** in Gong, particularly in analytics, filters, and real-time AI capabilities. #### What Are Recent G2 Reviews of Gong? **"[Brilliant AI, Extremely Intuitive Platform](https://www.g2.com/survey_responses/gong-review-12892641)"** **Rating:** 5.0/5.0 stars *— Lilian S.* [Read full review](https://www.g2.com/survey_responses/gong-review-12892641) --- **"[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)"** **Rating:** 5.0/5.0 stars *— Connor H.* [Read full review](https://www.g2.com/survey_responses/gong-review-12837945) --- #### What Are G2 Users Discussing About Gong? - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/gong-how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - 2 comments - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - [What is Gong used for?](https://www.g2.com/discussions/what-is-gong-used-for) - [Is Gong a public?](https://www.g2.com/discussions/is-gong-a-public) - 1 comment - [How Much Does Gong IO cost?](https://www.g2.com/discussions/how-much-does-gong-io-cost) - 1 comment ### 2. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,664 **How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 8.7/10 (Category avg: 8.6/10) - **Customer Scoring:** 8.7/10 (Category avg: 8.5/10) - **AI Text Summarization:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 34% Enterprise #### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons? **Pros:** - Features (3167 reviews) - Ease of Use (2065 reviews) - Lead Management (2051 reviews) - Salesforce Integration (1615 reviews) - Efficiency (1214 reviews) **Cons:** - Limitations (1412 reviews) - Limited Features (1126 reviews) - Learning Curve (1092 reviews) - Not Intuitive (791 reviews) - Steep Learning Curve (717 reviews) ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **feature-rich capabilities** of Agentforce Sales, facilitating seamless customer interactions and efficient workflows. - Users value the **ease of use** of Agentforce Sales, enabling seamless access to customer data and improved productivity. - Users value the **effective lead management** in Agentforce Sales, enhancing customer interactions and team collaboration. - Users highlight the **seamless Salesforce integration** that enhances productivity by providing vital information in one place. - Users value the **efficiency** of Agentforce Sales, seamlessly connecting sales performance tracking for enhanced productivity. **Cons:** - Users find the **setup complexity** and limitations on customization challenging, particularly for smaller teams with simpler needs. - Users find the **limited features** of Agentforce Sales requires time and expertise to set up effectively. - Users find the **learning curve steep** with complex setups and insufficient guidance on utilizing Sales Cloud effectively. - Users find Salesforce Sales Cloud to be **not intuitive** , leading to challenges in navigation and management for new users. - Users note a **steep learning curve** for configuration, making initial setup and building agents more difficult. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)"** **Rating:** 4.5/5.0 stars *— DEVIL K.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068) --- **"[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)"** **Rating:** 4.0/5.0 stars *— Samiksha R.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### 3. [Fathom](https://www.g2.com/products/fathom-video/reviews) Fathom is the #1-rated AI meeting partner that captures what matters and turns every conversation into clear, actionable outcomes. It surfaces decisions, makes every meeting searchable, and syncs insights directly into CRM and productivity tools – eliminating manual work. Named to G2’s 2026 Best Software Awards Top 100, and recognized by HubSpot as its 2025 Most Used App of the Year, Fathom is trusted by hundreds of thousands of companies worldwide to help individuals stay focused, teams stay aligned, and organizations move faster. **Average Rating:** 5.0/5.0 **Total Reviews:** 6,917 **How Do G2 Users Rate Fathom?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 9.3/10 (Category avg: 8.6/10) - **Customer Scoring:** 8.5/10 (Category avg: 8.5/10) - **AI Text Summarization:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Fathom?** - **Seller:** [Fathom](https://www.g2.com/sellers/fathom) - **Company Website:** https://www.fathom.ai/ - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @fathomdotai (2,469 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fathom-video (184 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 78% Small-Business, 20% Mid-Market #### What Are Fathom's Pros and Cons? **Pros:** - Accuracy (1124 reviews) - AI Summary (1119 reviews) - Helpful (995 reviews) - Ease of Use (954 reviews) - Note-taking (862 reviews) **Cons:** - Meeting Management (329 reviews) - Recording Issues (258 reviews) - Call Issues (171 reviews) - Recording Limitations (164 reviews) - Joining Issues (161 reviews) ### What Do G2 Reviewers Say About Fathom? *AI-generated summary from verified user reviews* **Pros:** - Users rave about Fathom's **incredible accuracy** in note-taking, enhancing meeting engagement and efficiency. - Users love the **seamless integration and ease of use** of Fathom for managing meetings across platforms. - Users find Fathom's **helpfulness** invaluable for enhancing focus and productivity during meetings with automated note-taking. - Users praise Fathom for its **ease of use** , enabling efficient navigation and enhancing team productivity effortlessly. - Users value the **accuracy and efficiency** of Fathom's note-taking, significantly enhancing meeting productivity and follow-up. **Cons:** - Users must navigate **manual checks for report accuracy** and limited functionalities unless they purchase a subscription. - Users experience **recording issues** with Fathom, including inaccurate transcripts and unnecessary constant recording. - Users face **call attribution issues** during ad hoc meetings, complicating reporting and access to essential call details. - Users are frustrated with the **constant recording limitations** of Fathom, making it difficult to manage meetings effectively. - Users experience **joining issues** with Fathom, requiring manual addition and participant notifications for meetings. #### What Are Recent G2 Reviews of Fathom? **"[Lightweight, Versatile Tool That Helps Me Stay Focused in Meetings](https://www.g2.com/survey_responses/fathom-review-13074499)"** **Rating:** 5.0/5.0 stars *— Aarush B.* [Read full review](https://www.g2.com/survey_responses/fathom-review-13074499) --- **"[Exceptional Meeting Summaries and Notes, Seamless Meeting Recordings](https://www.g2.com/survey_responses/fathom-review-13075632)"** **Rating:** 5.0/5.0 stars *— BK Tarun D.* [Read full review](https://www.g2.com/survey_responses/fathom-review-13075632) --- ### 4. [Mindtickle](https://www.g2.com/products/mindtickle/reviews) Mindtickle is the market-leading AI-powered revenue enablement platform that combines on-the-job learning and deal execution to drive behavior change and get more revenue per rep. Mindtickle is recognized as a market leader by top industry analysts and is ranked by G2 as the #1 sales onboarding and training product. With awards and accolades from the Stevie Awards, AI Breakthrough Awards, Forrester Wave, and more. Mindtickle is celebrated for both innovation and world-class customer support. Mindtickle is also recognized across: - Sales Enablement Software - AI Sales Role Play Software - Sales Coaching Software - Sales Performance Management Software - Conversation Intelligence Software - Digital Sales Rooms Software Unlike other vendors, Mindtickle delivers a single, integrated platform to grow revenue and retain customers by improving sales and support performance. With Mindtickle, you can: - Improve rep skills and performance with personalized training and AI-powered role-plays - Improve deal outcomes with tailored buying experiences - Level up frontline managers with data-driven coaching - Drive strategic change management with bite-sized learning, reinforcement, and actionable insights - Simplify revenue tech stacks with a single platform for seller performance For more information, visit www.mindtickle.com **Average Rating:** 4.7/5.0 **Total Reviews:** 2,238 **How Do G2 Users Rate Mindtickle?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 9.4/10 (Category avg: 8.6/10) - **Customer Scoring:** 9.3/10 (Category avg: 8.5/10) - **AI Text Summarization:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Mindtickle?** - **Seller:** [MindTickle](https://www.g2.com/sellers/mindtickle) - **Company Website:** https://www.mindtickle.com - **Year Founded:** 2012 - **HQ Location:** San Francisco, California - **Twitter:** @mindtickle (5,772 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2337411/ (685 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Therapy Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 61% Enterprise, 29% Mid-Market #### What Are Mindtickle's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Intuitive (14 reviews) - Engagement (13 reviews) - Course Creation (11 reviews) - Knowledge Improvement (11 reviews) **Cons:** - Limited Features (13 reviews) - Integration Issues (8 reviews) - Learning Curve (6 reviews) - Slow Loading (5 reviews) - Admin Issues (4 reviews) ### What Do G2 Reviewers Say About Mindtickle? *AI-generated summary from verified user reviews* **Pros:** - Users find Mindtickle **simple and easy to use** , facilitating smooth navigation and effective real-time learning. - Users love the **intuitive design** of Mindtickle, making navigation and real-time learning seamless and effective. - Users appreciate the **easy engagement** with Mindtickle, benefiting from its user-friendly setup and valuable insights. - Users value the **comprehensive approach to course creation** in Mindtickle, enhancing skills and driving sales excellence. - Users find Mindtickle to be a **wonderful platform for knowledge improvement** , enhancing leadership skills and team mentoring. **Cons:** - Users note the **limited features** of Mindtickle, particularly struggling with integrations and lacking essential tools. - Users find **integration issues** with Mindtickle challenging, especially with CRM and LMS compatibility during onboarding. - Users note a **steep learning curve** with Mindtickle, due to its extensive features and complex interface. - Users experience **slow loading times** with Mindtickle, especially with heavy content, affecting their overall productivity. - Users find **admin issues** in Mindtickle challenging, citing difficulties with user management and complex feature setups. #### What Are Recent G2 Reviews of Mindtickle? **"[Mindtickle enhances sales performance through ongoing learning opportunities](https://www.g2.com/survey_responses/mindtickle-review-12946564)"** **Rating:** 5.0/5.0 stars *— Wolf S.* [Read full review](https://www.g2.com/survey_responses/mindtickle-review-12946564) --- **"[Smooth, Easy-to-Manage Sales Training with Mindtickle](https://www.g2.com/survey_responses/mindtickle-review-12908229)"** **Rating:** 5.0/5.0 stars *— Ravindran G.* [Read full review](https://www.g2.com/survey_responses/mindtickle-review-12908229) --- #### What Are G2 Users Discussing About Mindtickle? - [What innovative techniques are corporate trainers employing with Mindtickle for effective sales enablement?](https://www.g2.com/discussions/what-innovative-techniques-are-corporate-trainers-employing-with-mindtickle-for-effective-sales-enablement) - 1 comment - [What is Mindtickle used for?](https://www.g2.com/discussions/what-is-mindtickle-used-for) - [What is Enable.us used for?](https://www.g2.com/discussions/what-is-enable-us-used-for) ### 5. [Salesloft](https://www.g2.com/products/salesloft/reviews) Clari + Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari + Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth. **Average Rating:** 4.5/5.0 **Total Reviews:** 4,153 **How Do G2 Users Rate Salesloft?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 8.2/10 (Category avg: 8.6/10) - **Customer Scoring:** 8.2/10 (Category avg: 8.5/10) - **AI Text Summarization:** 7.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Salesloft?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** https://salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,097 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:** 56% Mid-Market, 23% Small-Business #### What Are Salesloft's Pros and Cons? **Pros:** - Ease of Use (569 reviews) - Features (342 reviews) - Helpful (338 reviews) - Automation (303 reviews) - Time-saving (267 reviews) **Cons:** - Missing Features (239 reviews) - Call Issues (164 reviews) - Integration Issues (134 reviews) - Limitations (123 reviews) - Learning Curve (116 reviews) ### What Do G2 Reviewers Say About Salesloft? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Salesloft, finding setup and daily activities efficient and user-friendly. - Users love the **automation and integration features** of Salesloft, boosting productivity and enhancing sales engagement. - Users value the **helpful call tracking and cadence creation** features, enhancing their productivity and organization in outreach efforts. - Users value the **automation capabilities** of Salesloft, making call tracking and creating cadences effortless and efficient. - Users love the **time-saving features** of Salesloft, streamlining outreach and making prospecting more efficient. **Cons:** - Users find **missing features** like domain rotation and video integration limiting Salesloft's potential for email outreach. - Users experience **call issues** with Salesloft, including misalignment between app and website, complicating workflows significantly. - Users frequently experience **integration issues** with Salesloft, leading to frustration and inefficiencies in their sales processes. - Users find that Salesloft has **fewer features** than competitors, creating challenges in functionality and organization. - Users experience a **steep learning curve** with Salesloft, making it challenging to master its robust features. #### What Are Recent G2 Reviews of Salesloft? **"[Easy-to-Use Cadences and Automation That Boost SDR Efficiency](https://www.g2.com/survey_responses/salesloft-review-12625459)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/salesloft-review-12625459) --- **"[Boosts Sales Execution with Structured Cadences and CRM-Integrated Insights](https://www.g2.com/survey_responses/salesloft-review-12628860)"** **Rating:** 4.0/5.0 stars *— Harrison P.* [Read full review](https://www.g2.com/survey_responses/salesloft-review-12628860) --- #### What Are G2 Users Discussing About Salesloft? - [What innovative strategies are sales teams adopting with Salesloft to enhance customer engagement and sales effectiveness?](https://www.g2.com/discussions/what-innovative-strategies-are-sales-teams-adopting-with-salesloft-to-enhance-customer-engagement-and-sales-effectiveness) - [How is Salesloft being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-salesloft-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - 1 comment - [What is Salesloft used for?](https://www.g2.com/discussions/salesloft-what-is-salesloft-used-for) - 1 comment - [How much does SalesLoft cost?](https://www.g2.com/discussions/how-much-does-salesloft-cost) - [Is SalesLoft a CRM?](https://www.g2.com/discussions/is-salesloft-a-crm) - 6 comments, 1 upvote ### 6. [Substrata](https://www.g2.com/products/substrata-substrata/reviews) 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:** 1,093 **How Do G2 Users Rate Substrata?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 9.6/10 (Category avg: 8.6/10) - **Customer Scoring:** 9.6/10 (Category avg: 8.5/10) - **AI Text Summarization:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Substrata?** - **Seller:** [Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea) - **Company Website:** https://www.substrata.me/ - **Year Founded:** 2020 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @SubstrataHQ (517 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/substrata-company/ (33 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:** 46% Small-Business, 41% Mid-Market #### What Are Substrata's Pros and Cons? **Pros:** - Accuracy (535 reviews) - Helpful (441 reviews) - Conversation Analysis (390 reviews) - Insights (336 reviews) - Time-saving (277 reviews) **Cons:** - Learning Curve (307 reviews) - Limited Customization (147 reviews) - Complexity (118 reviews) - Time-Consuming (102 reviews) - Dashboard Issues (99 reviews) ### What Do G2 Reviewers Say About Substrata? *AI-generated summary from verified user reviews* **Pros:** - Users value Substrata's **accuracy** in communication, enhancing clarity and relevancy for stakeholders and entrepreneurs alike. - Users highlight Substrata's **effective project organization** and streamlined procurement features that enhance communication and decision-making. - Users value Substrata for its **clarity and strategic insight** in improving communication with entrepreneurs and stakeholders. - Users value Substrata for its **precise client engagement tracking** and effective communication enhancement tools, boosting message impact. - Users find that Substrata's features significantly **save time** , enhancing their efficiency in managing sales processes. **Cons:** - Users find the **steep learning curve** of Substrata challenging, requiring time to effectively utilize the platform. - Users express a desire for increased **customization options** in Substrata to better suit diverse user needs and roles. - Users find the **initial setup and interface overwhelming** , which complicates the analysis and learning experience. - Users find that the **time-consuming setup and analysis** can hinder quick access to essential insights. - Users find the **dashboard overwhelming** initially, requiring time and effort to learn and customize effectively. #### What Are Recent G2 Reviews of Substrata? **"[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)"** **Rating:** 4.5/5.0 stars *— Blake M.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12617983) --- **"[Intuitive Content Library with Effortless Drag-and-Drop Organization](https://www.g2.com/survey_responses/substrata-review-12619141)"** **Rating:** 4.5/5.0 stars *— Melissa L.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12619141) --- ### 7. [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) Note: GTM Studio is the upgraded version of ZoomInfo Marketing and ZoomInfo Operations. GTM Studio is ZoomInfo's AI-powered go-to-market canvas that unifies signals, systems, and teams in one intelligent workspace so plays fire automatically, moments aren't missed, and reps always know what to do next. Designed for RevOps and marketing teams, GTM Studio eliminates tool sprawl by connecting CRM, marketing, sales, and third-party data into a single live canvas - giving every team a complete, AI-ready view of their market. At the core of GTM Studio is built-in waterfall enrichment that automatically fills in missing contact and account data across 25+ vendors, so the data powering every play is always complete and actionable. AI-powered insights surface buying signals in real time, helping teams respond to in-market buyers in under five minutes - before competitors have even pulled a list. Every insight is grounded in your ICP, so GTM decisions are faster, sharper, and more informed. GTM Studio is built for speed to execution. A library of pre-built plays - including inbound acceleration, champion tracking, and competitive displacement - can be launched in a single click, with no tickets, no engineering support, and no waiting. Custom plays can be designed, tested, and scaled without code or developer involvement, compressing what used to take weeks into minutes. Specialized AI agents handle enrichment, scoring, routing, and message creation automatically, so teams stay focused on results rather than operations. GTM Studio integrates with the tools revenue teams already rely on - Salesforce, HubSpot, Salesloft, Gong, Slack, and 50+ more - ensuring signals flow freely across the stack and execution happens without friction. Built-in analytics measure what's working in real time, while automated workflows and alerts keep teams responsive to every change in GTM data. The result is a GTM motion that runs on its own - where top-performing teams launch more than 50 plays per quarter, expansion campaigns that once took three weeks go live in 30 minutes, and every seller always knows exactly where to focus next. **Average Rating:** 4.5/5.0 **Total Reviews:** 3,395 **How Do G2 Users Rate GTM Studio - Powered by ZoomInfo?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 8.2/10 (Category avg: 8.6/10) - **Customer Scoring:** 8.4/10 (Category avg: 8.5/10) - **AI Text Summarization:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind GTM Studio - Powered by ZoomInfo?** - **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706) - **Company Website:** https://www.zoominfo.com/ - **Year Founded:** 2000 - **HQ Location:** Vancouver, WA - **Twitter:** @ZoomInfo (23,515 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zoominfo/ (4,221 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 63% Mid-Market, 24% Enterprise #### What Are GTM Studio - Powered by ZoomInfo's Pros and Cons? **Pros:** - Features (27 reviews) - Lead Generation (26 reviews) - Ease of Use (25 reviews) - Data Accuracy (20 reviews) - Data Quality (19 reviews) **Cons:** - Expensive (16 reviews) - Data Inaccuracy (13 reviews) - Cost (11 reviews) - Learning Curve (10 reviews) - Complexity (9 reviews) ### What Do G2 Reviewers Say About GTM Studio - Powered by ZoomInfo? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **reliable B2B contact data** and effective filtering options that enhance targeted prospecting and campaign efficiency. - Users value the **accuracy of data and intent signals** , enhancing effective targeting and demand generation campaigns. - Users find the **ease of use** of GTM Studio beneficial for lead enrichment and effective segmentation. - Users appreciate the **reliable and accurate B2B contact data** from GTM Studio, enhancing targeted prospecting and campaign efficiency. - Users value the **high-quality B2B contact data** in GTM Studio, enhancing targeted outreach and campaign efficiency. **Cons:** - Users find the **pricing too high** for smaller teams, making it less accessible for those on a budget. - Users experience **data inaccuracy** , with outdated information and missing data for niche roles hindering effectiveness. - Users find the **pricing to be high** , making it less accessible for smaller teams with limited budgets. - Users find the **learning curve steep** initially due to the platform’s complexity and extensive features. - Users often find the **platform complex** , requiring training and internal processes to navigate effectively. #### What Are Recent G2 Reviews of GTM Studio - Powered by ZoomInfo? **"[Account Exectuive](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756)"** **Rating:** 5.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756) --- **"[Amazing Platform That Helps Marketers Bridge the Gap with your Audience](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370) --- #### What Are G2 Users Discussing About GTM Studio - Powered by ZoomInfo? - [What impact has Chorus by ZoomInfo had on the enhancement of sales conversations and customer insights?](https://www.g2.com/discussions/what-impact-has-chorus-by-zoominfo-had-on-the-enhancement-of-sales-conversations-and-customer-insights) - [What is Chorus.ai used for?](https://www.g2.com/discussions/what-is-chorus-ai-used-for) - [What is ZoomInfo MarketingOS used for?](https://www.g2.com/discussions/what-is-zoominfo-marketingos-used-for) - [What are ZoomInfo scoops?](https://www.g2.com/discussions/what-are-zoominfo-scoops) - [What information does ZoomInfo provide?](https://www.g2.com/discussions/what-information-does-zoominfo-provide) ### 8. [Invoca](https://www.g2.com/products/invoca/reviews) Which of your campaigns drive the best phone leads? Are you losing sales because of bad call experiences? Are you getting credit for all of your conversions? Invoca helps businesses drive revenue growth by unlocking new data from calls, so they can acquire and retain more customers for less money. With Invoca's revenue execution platform, businesses are driving unbelievable results: • Marketing teams — like the one at Rogers Communications — are driving up lead quality and driving down acquisition costs by 82% • Contact centers — like the one at MoneySolver — are boosting agent performance and conversion rates by 100% • Multi-location businesses — like Renewal by Andersen — are increasing appointments set over the phone by nearly 50% Invoca is trusted by the world’s top brands, including AutoNation, Flagstar Bank, Mayo Clinic, Orkin, Subaru, and Verizon, as well as: • 6 of the top 10 US health systems • 4 of the top 6 US mortgage lenders • 5 of the top 10 US property & casualty insurance companies • 5 of the top 7 US telecommunications companies To see more customer results, visit www.invoca.com/customers. **Average Rating:** 4.5/5.0 **Total Reviews:** 926 **How Do G2 Users Rate Invoca?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 8.3/10 (Category avg: 8.6/10) - **Customer Scoring:** 8.4/10 (Category avg: 8.5/10) - **AI Text Summarization:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Invoca?** - **Seller:** [Invoca](https://www.g2.com/sellers/invoca) - **Company Website:** https://www.invoca.com/ - **Year Founded:** 2008 - **HQ Location:** Santa Barbara, CA - **Twitter:** @Invoca (4,204 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/210676/ (383 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Digital Marketing Manager, Marketing Manager - **Top Industries:** Marketing and Advertising, Hospital & Health Care - **Company Size:** 38% Small-Business, 33% Mid-Market #### What Are Invoca's Pros and Cons? **Pros:** - Helpful (28 reviews) - Ease of Use (25 reviews) - Analytics (23 reviews) - Customer Support (20 reviews) - Attribution Accuracy (19 reviews) **Cons:** - Learning Curve (9 reviews) - Missing Features (9 reviews) - Call Issues (8 reviews) - Complexity (8 reviews) - Complex Setup (8 reviews) ### What Do G2 Reviewers Say About Invoca? *AI-generated summary from verified user reviews* **Pros:** - Users value the **excellent support** from Invoca, particularly the dedicated Customer Success Specialists guiding their success. - Users find the **ease of navigation** on Invoca enhances their experience and boosts marketing effectiveness significantly. - Users appreciate the **insightful analytics** of Invoca, enhancing understanding of customer interactions and optimizing marketing efforts. - Users highlight the **thorough and responsive customer support** at Invoca, enhancing their overall experience significantly. - Users value the **attribution accuracy** of Invoca, enhancing marketing decisions and optimizing spending effectively. **Cons:** - Users find the **learning curve steep** , wishing for a better training system to enhance user experience and efficiency. - Users find the **missing features** of Invoca limiting, especially regarding language support and integration complexities. - Users report **call issues** with Invoca, including a lack of Spanish support and connectivity problems with Microsoft Ads. - Users find **reporting setup and integrations complex** , leading to challenges in customization and functionality scaling. - Users find the **complex setup** of Invoca challenging, requiring time and effort to align with existing systems. #### What Are Recent G2 Reviews of Invoca? **"[Smarter Call Routing and Campaign Tracking That Boosts Efficiency](https://www.g2.com/survey_responses/invoca-review-12640140)"** **Rating:** 4.5/5.0 stars *— Prajwal E.* [Read full review](https://www.g2.com/survey_responses/invoca-review-12640140) --- **"[Deep Call Insights and Proactive Support That Elevate Our Media Strategy](https://www.g2.com/survey_responses/invoca-review-12570137)"** **Rating:** 5.0/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/invoca-review-12570137) --- #### What Are G2 Users Discussing About Invoca? - [What is Invoca used for?](https://www.g2.com/discussions/what-is-invoca-used-for) ### 9. [Nooks](https://www.g2.com/products/nooks/reviews) Nooks is the Agent Workspace for intelligent outbound. We pair human judgment with AI execution so reps spend less time on busywork and more time building real relationships that turn into pipeline. Nooks brings signals, account history, and next-best actions into one multi-channel system for AI sequencing so outbound stays relevant as you scale. Over 100 teams have switched from legacy sequencing tools to Nooks, more than doubling email-sourced pipeline, cutting research time by 90%, and consolidating multiple vendors into one platform. Over 1200 customers, including sophisticated sales orgs at HubSpot, Deel, ZoomInfo, and Rippling use Nooks to generate more pipeline with less context switching. **Average Rating:** 4.8/5.0 **Total Reviews:** 1,615 **How Do G2 Users Rate Nooks?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 10.0/10 (Category avg: 8.6/10) - **Customer Scoring:** 9.3/10 (Category avg: 8.5/10) - **AI Text Summarization:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Nooks?** - **Seller:** [Nooks](https://www.g2.com/sellers/nooks) - **Company Website:** https://www.nooks.ai/ - **HQ Location:** San Francisco, California - **Twitter:** @JoinNooks (390 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nooksapp (390 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** SDR, Business Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 50% Mid-Market, 25% Small-Business #### What Are Nooks's Pros and Cons? **Pros:** - Time-saving (373 reviews) - Ease of Use (356 reviews) - Efficiency (328 reviews) - Features (235 reviews) - Lead Generation (207 reviews) **Cons:** - Call Issues (200 reviews) - Dialer Issues (103 reviews) - Missing Features (74 reviews) - Dialer Limitations (60 reviews) - Connection Issues (54 reviews) ### What Do G2 Reviewers Say About Nooks? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving features** of Nooks, significantly enhancing their efficiency and workflow management. - Users find Nooks **easy to use** , with a beginner-friendly interface and intuitive features that simplify tasks. - Users find Nooks' **efficiency** impressive, notably saving time with its intuitive features and streamlined workflow. - Users praise the **efficient parallel dialing** feature of Nooks, enhancing call volume and boosting meaningful conversations. - Users value the **efficient lead generation** capabilities of Nooks, streamlining calling processes and enhancing productivity. **Cons:** - Users experience **call issues** with Nooks, including slow connections and frustrating glitches affecting communication effectiveness. - Users experience **dialer issues** with Nooks, including unflagged wrong numbers and problems with call handling. - Users find **missing features** in Nooks, such as limited sorting options and a lack of multi-tab operation. - Users face **dialer limitations** with Nooks, including integration issues and difficulties in customizing their dialing experience. - Users often face **connection issues** with Nooks, leading to delays and dropped calls during important communications. #### What Are Recent G2 Reviews of Nooks? **"[Nooks’ AI Assistant and Unified Workspace Transformed Our Prospecting Speed](https://www.g2.com/survey_responses/nooks-review-12899606)"** **Rating:** 5.0/5.0 stars *— William S.* [Read full review](https://www.g2.com/survey_responses/nooks-review-12899606) --- **"[Nooks Supercharged Our Call Volume and Conversations](https://www.g2.com/survey_responses/nooks-review-13036332)"** **Rating:** 5.0/5.0 stars *— Jawad R.* [Read full review](https://www.g2.com/survey_responses/nooks-review-13036332) --- ### 10. [Talkdesk](https://www.g2.com/products/talkdesk/reviews) Talkdesk® is leading a new era in customer experience with Customer Experience Automation (CXA)—a new category and platform designed to automate the full complexity of modern customer journeys. CXA replaces fragmented, human-coordinated workflows with autonomous, multi-agent AI orchestration that delivers intelligent, scalable, and outcome-focused service across the entire CX lifecycle. Learn more at: https://www.talkdesk.com/use-cases/ At the core of CXA is the Talkdesk Data Cloud, which turns transcripts, call recordings, case notes, and customer records from across CRMs and systems of record into real-time, actionable knowledge. This enables AI agents to operate with full context, collaborating seamlessly to resolve complex customer problems with speed, precision, and adaptability. Talkdesk CXA supports both cross-industry workflows and industry-specialized use cases in sectors like healthcare, financial services, retail, utilities, travel, and government. With prebuilt AI agents, a virtuous automation cycle (Discover, Build, Orchestrate, Measure), and rapid time-to-value, Talkdesk helps enterprises modernize customer experience without the need for a full rip-and-replace. Trusted by global brands and recognized for continuous innovation, Talkdesk empowers organizations to grow revenue, reduce costs, and transform service delivery through coordinated, AI-driven automation. Companies that love their customers use Talkdesk. Talkdesk is a registered trademark of Talkdesk, Inc. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. **Average Rating:** 4.4/5.0 **Total Reviews:** 2,439 **How Do G2 Users Rate Talkdesk?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.5/10) - **Customer Scoring:** 10.0/10 (Category avg: 8.5/10) - **AI Text Summarization:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Talkdesk?** - **Seller:** [Talkdesk](https://www.g2.com/sellers/talkdesk) - **Company Website:** https://www.talkdesk.com - **Year Founded:** 2011 - **HQ Location:** Palo Alto, CA - **Twitter:** @talkdesk (6,959 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2837787/ (1,391 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Supervisor, Customer Service Representative - **Top Industries:** Consumer Services, Computer Software - **Company Size:** 60% Mid-Market, 21% Enterprise #### What Are Talkdesk's Pros and Cons? **Pros:** - Ease of Use (188 reviews) - Efficiency (113 reviews) - Features (112 reviews) - Customer Satisfaction (107 reviews) - Call Management (102 reviews) **Cons:** - Call Issues (66 reviews) - Poor Reporting (43 reviews) - Technical Issues (42 reviews) - Missing Features (37 reviews) - Connection Issues (33 reviews) ### What Do G2 Reviewers Say About Talkdesk? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Talkdesk, enabling efficient tracking of calls and quality scores. - Users value the **efficiency** of Talkdesk, seamlessly managing multiple communication channels to enhance customer service. - Users appreciate the **comprehensive features** of Talkdesk, making setup and operation seamless and efficient. - Users appreciate Talkdesk's **easy CRM integration** , enhancing their call management experience and boosting efficiency for support teams. - Users appreciate the **easy CRM integration** of Talkdesk, enhancing efficiency and reducing agent workload significantly. **Cons:** - Users experience **call issues** with Talkdesk, including network problems, audio quality, and dropped calls during conversations. - Users often face **technical issues** such as call clarity problems, glitches, and the need for frequent restarts. - Users express frustration over **missing features** , such as spellcheck and flexibility in updating ticket statuses during calls. - Users face frequent **connection issues** with Talkdesk, leading to technical problems and frustrating delays in communication. - Users experience **poor connectivity** with Talkdesk, affecting call quality and causing disconnections during important tasks. #### What Are Recent G2 Reviews of Talkdesk? **"[Talkdesk Makes Multichannel Customer Conversations Easy and Organized](https://www.g2.com/survey_responses/talkdesk-review-13077590)"** **Rating:** 5.0/5.0 stars *— Bri V.* [Read full review](https://www.g2.com/survey_responses/talkdesk-review-13077590) --- **"[Talkdesk: Easy to Navigate, Accurate Translation, and Great Performance](https://www.g2.com/survey_responses/talkdesk-review-13074985)"** **Rating:** 5.0/5.0 stars *— Tavia C.* [Read full review](https://www.g2.com/survey_responses/talkdesk-review-13074985) --- #### What Are G2 Users Discussing About Talkdesk? - [How is Talkdesk transforming customer service operations with its innovative call center solutions?](https://www.g2.com/discussions/how-is-talkdesk-transforming-customer-service-operations-with-its-innovative-call-center-solutions) - 3 comments - [What is Talkdesk used for?](https://www.g2.com/discussions/what-is-talkdesk-used-for) - 2 comments ### 11. [Convin.ai](https://www.g2.com/products/convin-ai/reviews) Convin is a conversation intelligence platform that employs Generative AI to empower customer-facing teams. Designed for the dynamic environments of sales, support, and collection call centers, Convin offers AI-backed tools to track, transcribe, and analyze agent-customer interactions across calls, emails, and chats. The platform is segmented into real-time, post-call analysis, conversation insights, and customer experience suite, addressing critical challenges such as manual intervention and reactive quality assurance. 👉 Convin’s Key Products: A. CX Suite 1. AI Phone calls: Convin AI Phone Call optimizes 100% of inbound and outbound calls with virtual agents, enabling businesses to connect with thousands of leads through personalized, AI-driven voice interactions at low latency. B. Real-time Suite 1. Real-time Agent Assist: Unlock agent potential with live Agent Assist. Turn every conversation into a revenue-generating opportunity with real-time guidance. 2. Supervisor Assist: Get 100% visibility into all agent-customer conversations in real-time. Observe real-time changes in sentiment trends, track violations, and prevent escalations with Convin’s supervisor assist dashboard. C. Post-Interaction Suite: 1. Automated QA: Eliminate random sampling, human bias, and inaccurate scoring with Auto QA. Monitor every conversation, including calls, chats, and emails, to understand agent performance and assign coaching. 2. Automated Coaching: Take call center coaching one notch higher with targeted peer-to-peer automated coaching. Have a grip over call center training sessions that are auto-assigned by AI based on best-performing agent conversations. Reduce agent onboarding time by 60% and uptick annual call center ROI. 3. AI Learning Management System: Leverage agent training with a robust LMS comprising manual coaching, a knowledge base, assessments, and courses. Create customized assessments for agents, enrich the knowledge base with the required information, and track agent participation in coaching sessions. D. Voice of Customer: 1. Convin Insights: Experience a scalable voice of customer analysis that captures 100% of conversations. Not only understand customer needs but also pinpoint areas that need attention. Train agents, refine products, and cater precisely to customer expectations. 2. Conversation Behavior Analysis: Track and analyze winning and losing trends behind agent-customer interactions and leverage call behavior, action, and phrases to drive more business-winning deals. Replicate winning behavior and eliminate losing behavior to drive a successful and forward-moving business. 3. Customer Intelligence: Unleash the hidden insights within customer calls using customer intelligence. Find keywords and phrases that led to won and lost deals. Listen to customer conversations to discover competitors, objectives, product features, competition, and sentiments. E. Add-ons, 1. Quality Management System: Your one-stop solution for call listening, randomizer (for sampling), call auditing, and custom reporting. Leave audio and video comments for intuitive feedback and prompt auto-send of reports and feedback. 2. Mobile App: Experience agent performance review and coaching on the go. Convin's versatile app empowers business managers and agents alike. While managers access agent performance and conversation data, agents can improve conversation quality with swift coaching. **Average Rating:** 4.7/5.0 **Total Reviews:** 540 **How Do G2 Users Rate Convin.ai?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 9.3/10 (Category avg: 8.6/10) - **Customer Scoring:** 9.3/10 (Category avg: 8.5/10) - **AI Text Summarization:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Convin.ai?** - **Seller:** [Convin](https://www.g2.com/sellers/convin) - **Year Founded:** 2020 - **HQ Location:** Bengaluru, IN - **Twitter:** @convin (12 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/convin/ (150 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Quality Analyst, Policy Advisor - **Top Industries:** Education Management, Health, Wellness and Fitness - **Company Size:** 62% Enterprise, 32% Mid-Market #### What Are Convin.ai's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Accuracy (7 reviews) - User Interface (6 reviews) - Auditing Efficiency (5 reviews) - Auditing (4 reviews) **Cons:** - Auditing Issues (3 reviews) - Inadequate Reporting (3 reviews) - Call Issues (2 reviews) - Improvement Needed (2 reviews) - Inadequate AI Capabilities (2 reviews) ### What Do G2 Reviewers Say About Convin.ai? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Convin.ai helpful for auditing calls and completing tasks smoothly. - Users commend the **high accuracy** of Convin.ai in capturing call details and providing reliable quality scores. - Users value the **user-friendly interface** of Convin.ai, enabling easy access to call stats and detailed insights. - Users find Convin.ai's **auditing efficiency** impressive, enjoying its user-friendly interface for effective call audits. - Users appreciate the **ease of use for auditing calls** , emphasizing its user-friendly interface and navigation for accurate data access. **Cons:** - Users face **auditing issues** with limited keyboard functionality and uncomprehensive reporting structures, impacting overall accuracy. - Users find the **inadequate reporting** features limiting, with frustrating issues in data presentation and usability. - Users experience **call flow management issues** due to ineffective keyboard use during auditing, complicating navigation. - Users feel that **improvement is needed** in the solution, assistance, and referral sections, seeking more efficiency and speed. - Users face **inadequate AI capabilities** , struggling with keyboard usage and accuracy during data capturing and audits. #### What Are Recent G2 Reviews of Convin.ai? **"[Rapid Innovation and Tailored Automation with Convin](https://www.g2.com/survey_responses/convin-ai-review-12889807)"** **Rating:** 4.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/convin-ai-review-12889807) --- **"[Best AI for Customer Conversations](https://www.g2.com/survey_responses/convin-ai-review-12704239)"** **Rating:** 4.5/5.0 stars *— Anand P.* [Read full review](https://www.g2.com/survey_responses/convin-ai-review-12704239) --- #### What Are G2 Users Discussing About Convin.ai? - [What is Convin.ai used for?](https://www.g2.com/discussions/what-is-convin-ai-used-for) - 2 comments ### 12. [Salesken](https://www.g2.com/products/salesken/reviews) Salesken.ai is a Sales AI platform designed to enhance sales team performance while lowering acquisition costs. By offering real-time cues during conversations, the tool empowers sales reps to engage more effectively with customers. Salesken also provides leaders and reps with full visibility into every call through advanced Call Analytics, capturing emotions, objections, intent, and more. Salesken delivers tailored solutions for both Sales Leaders and Reps, driving revenue success through: - Pipeline Management: Accurate forecasts based on deep conversation insights. - Deal Tracking: Instant summaries, identification of BANT gaps, and clear next steps. - Team Coaching: Personalized coaching for each rep and every deal, on demand. - Marketing Insights: Actionable insights extracted from sales conversations. - Quality Assurance: Evaluate 100% of sales calls with AI-driven QA, offering personalized coaching and reducing manual efforts while improving overall sales quality and consistency For Sales Reps, Salesken offers: - Real-Time Cueing: Provides live cues and battle cards to help reps perfect their pitches. - CRM Enrichment: Automates CRM data entry and updates. - Custom Outreach: Simplifies and automates outreach, saving time and increasing efficiency. Salesken is the go to AI for the whole sales team. Book a demo and learn about more features and capabilities. **Average Rating:** 4.9/5.0 **Total Reviews:** 386 **How Do G2 Users Rate Salesken?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 9.8/10 (Category avg: 8.6/10) - **Customer Scoring:** 9.8/10 (Category avg: 8.5/10) - **AI Text Summarization:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Salesken?** - **Seller:** [Salesken](https://www.g2.com/sellers/salesken) - **Year Founded:** 2018 - **HQ Location:** New York, New York - **Twitter:** @SaleskenAi (117 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/salesken/about (84 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales, Sales Executive - **Top Industries:** Education Management, E-Learning - **Company Size:** 57% Mid-Market, 37% Enterprise #### What Are Salesken's Pros and Cons? **Pros:** - Helpful (11 reviews) - Feedback Management (7 reviews) - AI Summary (6 reviews) - Automation (6 reviews) - Efficiency (6 reviews) **Cons:** - Call Issues (2 reviews) - Call Limitations (2 reviews) - Poor Transcription (2 reviews) - Recording Issues (2 reviews) - Accuracy Issues (1 reviews) ### What Do G2 Reviewers Say About Salesken? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **performance boost** Salesken provides, enhancing sales team productivity and efficiency with real-time insights. - Users value the **real-time feedback management** of Salesken, enhancing productivity and optimizing sales team performance. - Users value the **AI-driven insights** of Salesken, enhancing productivity and improving call effectiveness in sales teams. - Users value the **automation features** of Salesken, enhancing productivity through real-time feedback and actionable insights. - Users praise the **efficiency** of Salesken, highlighting its ability to boost team performance with actionable, real-time insights. **Cons:** - Users seek improved **call connectivity issues** with Salesken, as disconnections disrupt their experience significantly. - Users desire more **customization options for calls** , citing issues with connections affecting their experience. - Users express frustration over **poor transcription** , detracting from their overall experience with Salesken. - Users are frustrated with **recording issues** , particularly problems with transcripts and occasional call connection failures. - Users experience **accuracy issues** with transcripts, leading to frustration and dissatisfaction with Salesken's overall performance. #### What Are Recent G2 Reviews of Salesken? **"[Turn Your Sales Reps Into Rock Stars.](https://www.g2.com/survey_responses/salesken-review-10386293)"** **Rating:** 5.0/5.0 stars *— Madhan k.* [Read full review](https://www.g2.com/survey_responses/salesken-review-10386293) --- **"[Real-Time Call Insights and AI Coaching That Boost Sales Performance](https://www.g2.com/survey_responses/salesken-review-12599904)"** **Rating:** 5.0/5.0 stars *— Anup K.* [Read full review](https://www.g2.com/survey_responses/salesken-review-12599904) --- #### What Are G2 Users Discussing About Salesken? - [What is Salesken used for?](https://www.g2.com/discussions/what-is-salesken-used-for) ### 13. [Allego](https://www.g2.com/products/allego/reviews) Allego is the market-leading revenue enablement platform teams trust and love. Across the customer lifecycle, Allego helps revenue teams close deals, hit their number, and stay aligned through change by making the next best action clear. Learning, content, coaching, digital selling, and secure, practical AI come together in one natively built platform. Guidance appears directly in everyday workflows so reps know what to say, share, and do when it matters most. Organizations that switch to Allego reduce complexity and lower total software costs by consolidating multiple point solutions into one unified system. Allego Learning: Allego embeds learning into the flow of work so skills show up in real opportunities. AI-powered role play, video practice, and automated coaching help reps build confidence through realistic scenarios with instant feedback. Built-in Conversation Intelligence captures buyer interactions, surfaces risks and opportunities, and connects coaching directly to deal performance. Allego Modern Content: Allego makes content easy to manage, personalize, and activate in selling moments. Centrally governed assets are surfaced through AI-powered search and CRM context so reps can quickly find and share what works. Deep analytics tie engagement to pipeline and revenue outcomes, giving marketing and enablement leaders clear proof of impact. Allego Digital Rooms: Allego Digital Rooms create secure, personalized buyer spaces that streamline engagement across the selling process. Reps and buyers collaborate in branded environments that centralize content, communication, and next steps. AI highlights engagement signals and recommends follow-up actions so opportunities maintain momentum and close faster. Allego takes a human-first approach to AI. Secure, practical AI is embedded across workflows to surface next best actions, highlight deal risks, reinforce messaging, and accelerate follow-up. All AI capabilities are grounded in approved content and governed with enterprise controls. Organizations using Allego report measurable impact, including up to 50% shorter sales cycles, 45% higher win rates, and significant reductions in enablement software spend. Allego is recognized as a Leader in the Gartner Magic Quadrant for Revenue Enablement Platforms and ranked #1 on G2 for Ease of Use and Customer Satisfaction. Learn more at www.allego.com **Average Rating:** 4.6/5.0 **Total Reviews:** 689 **How Do G2 Users Rate Allego?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 8.5/10 (Category avg: 8.6/10) - **Customer Scoring:** 8.5/10 (Category avg: 8.5/10) - **AI Text Summarization:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Allego?** - **Seller:** [Allego](https://www.g2.com/sellers/allego) - **Company Website:** https://www.allego.com - **Year Founded:** 2013 - **HQ Location:** Waltham, Massachusetts - **Twitter:** @allegosoftware (1,043 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4994402 (213 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Sales Enablement Manager - **Top Industries:** Financial Services, Computer Software - **Company Size:** 44% Mid-Market, 39% Enterprise #### What Are Allego's Pros and Cons? **Pros:** - Ease of Use (106 reviews) - Helpful (61 reviews) - Customer Support (58 reviews) - Intuitive (55 reviews) - Time-saving (41 reviews) **Cons:** - Learning Curve (27 reviews) - Missing Features (21 reviews) - Not Intuitive (15 reviews) - Poor Organization (15 reviews) - Not User-Friendly (12 reviews) ### What Do G2 Reviewers Say About Allego? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Allego, facilitating smooth transitions and effective content creation and curation. - Users value Allego's **engaging interactive courses** and exceptional customer service, enhancing both learning and sales effectiveness. - Users praise the **excellent customer support** from Allego, appreciating their solutions-oriented approach and responsiveness. - Users appreciate Allego's **intuitive design** , making training smooth and ensuring team alignment on tasks and goals. - Users value the **time-saving features** of Allego, enhancing efficiency in deal management and training for teams. **Cons:** - Users find the **learning curve challenging** , especially with a cluttered interface and unclear scorecard documentation. - Users note the need for improved **editing features** , as well as better links and enhanced analytics functionality. - Users find the **user interface cluttered and unintuitive** , making it challenging for new users to navigate the software. - Users find the **poor organization** of Allego's interface daunting, leading to confusion and overwhelm, especially for newcomers. - Users find Allego's interface **not user-friendly** , often feeling cluttered and challenging for newcomers to navigate. #### What Are Recent G2 Reviews of Allego? **"[Easy to Use with Stellar Support and AI-Driven Features](https://www.g2.com/survey_responses/allego-review-12798968)"** **Rating:** 4.5/5.0 stars *— Jeniffer G.* [Read full review](https://www.g2.com/survey_responses/allego-review-12798968) --- **"[Allego Boosts Sales Execution with Training, Coaching, and Peer Learning](https://www.g2.com/survey_responses/allego-review-13032529)"** **Rating:** 4.5/5.0 stars *— Giovane P.* [Read full review](https://www.g2.com/survey_responses/allego-review-13032529) --- #### What Are G2 Users Discussing About Allego? - [What is Allego used for?](https://www.g2.com/discussions/what-is-allego-used-for) ### 14. [Outreach](https://www.g2.com/products/outreach/reviews) Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, and Verizon to name a few. To learn more, please visit www.outreach.io. **Average Rating:** 4.3/5.0 **Total Reviews:** 3,499 **How Do G2 Users Rate Outreach?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 7.9/10 (Category avg: 8.6/10) - **Customer Scoring:** 7.4/10 (Category avg: 8.5/10) - **AI Text Summarization:** 7.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Outreach?** - **Seller:** [Outreach](https://www.g2.com/sellers/outreach) - **Company Website:** https://www.outreach.io/demo - **Year Founded:** 2014 - **HQ Location:** Seattle, WA - **Twitter:** @outreach_io (7,689 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3559595/ (1,609 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:** 59% Mid-Market, 22% Enterprise #### What Are Outreach's Pros and Cons? **Pros:** - Ease of Use (87 reviews) - Automation (54 reviews) - Helpful (54 reviews) - Features (50 reviews) - Integrations (47 reviews) **Cons:** - Missing Features (38 reviews) - Learning Curve (26 reviews) - Limitations (24 reviews) - Limited Features (20 reviews) - Limited Customization (19 reviews) ### What Do G2 Reviewers Say About Outreach? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Outreach, appreciating its simplicity in managing follow-ups and contacts. - Users value the **automation capabilities** of Outreach, streamlining prospecting and enhancing communication efficiency significantly. - Users appreciate the **intuitive user interface** of Outreach, facilitating easy prospecting and effective communication. - Users appreciate the **streamlined prospecting process** in Outreach, enhancing strategic engagement and efficiency significantly. - Users value the **seamless integrations** of Outreach, enhancing communication management and streamlining workflow significantly. **Cons:** - Users express frustration with **missing features** , including limited mobile functionality and inadequate data handling capabilities. - Users find the **learning curve steep** with Outreach, noting it requires time to become proficient. - Users find that the **learning curve and navigation difficulties** in Outreach can hinder effective usage and setup. - Users find the **limited features** of Outreach hinder collaboration and customization, impacting overall usability and experience. - Users find **limited customization** options frustrating, particularly in reporting and collaboration across teams. #### What Are Recent G2 Reviews of Outreach? **"[Outreach Streamlines Multi-Channel Sequences and Follow-Ups Effortlessly](https://www.g2.com/survey_responses/outreach-review-12365799)"** **Rating:** 5.0/5.0 stars *— Silvina F.* [Read full review](https://www.g2.com/survey_responses/outreach-review-12365799) --- **"[Effective Campaign & Reporting Tool, Needs Autodialer Improvement](https://www.g2.com/survey_responses/outreach-review-12598441)"** **Rating:** 4.0/5.0 stars *— Anuj P.* [Read full review](https://www.g2.com/survey_responses/outreach-review-12598441) --- ### 15. [CallMiner Eureka](https://www.g2.com/products/callminer-eureka/reviews) CallMiner is the global leader in AI-powered conversation intelligence and customer experience (CX) automation. By combining deep domain expertise with advanced AI and industry-leading analytics, CallMiner delivers the most comprehensive platform for capturing and analyzing 100% of omnichannel customer interactions — from voice to text — to transform how organizations understand and act on customer insights. This deep intelligence empowers improvements in agent performance, operational efficiency, and CX enterprise-wide, while also enabling automation and faster, data-driven decisions. The CallMiner platform analyzes every voice and text-based interaction at the deepest levels, including unsolicited feedback, such as contact center interactions, and solicited feedback, like customer surveys. By interpreting nuance and identifying patterns and traits, organizations can shed light on new areas of opportunity, from agent performance and operational efficiency to product innovation and marketing and sales effectiveness. With these insights, organizations can also better understand what to automate and identify areas of opportunity and improvement in automation workflows. CallMiner’s AI-powered conversation intelligence and CX automation platform empowers organizations to: • Collect structured and unstructured data from 100% of customer interactions • Use AI and ML to uncover intelligence and insights, such as customer sentiment or satisfaction • Leverage intelligence to make informed decisions around agent training and augmentation, automation, business decisions, and more • Embrace automation through virtual agents and customer engagement initiatives • Continually monitor customer interactions (both with humans and AI automation) to make improvements CallMiner’s product suite covers four areas: • Capture: Through recording, screen recording, and redaction capabilities, organizations can capture all of their customer interactions and ingest them into the CallMiner platform • Intelligence: With advanced AI capabilities, including an agentic AI framework, organizations are able to uncover trends and opportunities across omnichannel customer insights at scale • Augmentation: Agent performance and real-time agent guidance capabilities help organizations improve coaching and training initiatives, as well as support agents in real time during interactions • Automation: Voice-first virtual agents help organizations automate inbound and outbound customer service efforts, improving efficiency; the industry's first AI-powered customer engagement tool helps organizations more effectively interact and gain feedback from customers through surveys, forms, and more. CallMiner is trusted to improve CX for leading brands across technology, media and telecom, retail, manufacturing, financial services, healthcare, and travel & hospitality. **Average Rating:** 4.5/5.0 **Total Reviews:** 221 **How Do G2 Users Rate CallMiner Eureka?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 8.1/10 (Category avg: 8.6/10) - **Customer Scoring:** 8.8/10 (Category avg: 8.5/10) - **AI Text Summarization:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind CallMiner Eureka?** - **Seller:** [CallMiner](https://www.g2.com/sellers/callminer) - **Company Website:** https://callminer.com/ - **Year Founded:** 2002 - **HQ Location:** Waltham, MA - **Twitter:** @CallMiner (3,247 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/42084/ (337 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Speech Analyst, Business Analyst - **Top Industries:** Financial Services, Insurance - **Company Size:** 47% Mid-Market, 40% Enterprise #### What Are CallMiner Eureka's Pros and Cons? **Pros:** - Helpful (9 reviews) - Artificial Intelligence (6 reviews) - Ease of Use (6 reviews) - Improvement (6 reviews) - Innovation (6 reviews) **Cons:** - Accuracy Issues (3 reviews) - Learning Curve (3 reviews) - Steep Learning Curve (3 reviews) - Difficult Learning (2 reviews) - Difficult Reporting (2 reviews) ### What Do G2 Reviewers Say About CallMiner Eureka? *AI-generated summary from verified user reviews* **Pros:** - Users value the **insightfulness** of CallMiner Eureka, enabling efficient access to customer feedback and essential answers. - Users highly value CallMiner Eureka for its ability to deliver **meaningful insights** from every customer interaction, enhancing operations. - Users value the **ease of use** of CallMiner Eureka, appreciating its straightforward setup and intuitive interface. - Users commend the **robust speech analytics** of CallMiner Eureka, transforming customer interactions into valuable insights for improvement. - Users value the **innovation and integration capabilities** of CallMiner Eureka for enhancing operational efficiency and insights. **Cons:** - Users experience **accuracy issues** with transcriptions and sentiment analysis, affecting insights from complex audio data. - Users report a **steep learning curve** with CallMiner Eureka, requiring significant time and effort for effective usage. - Users face a **steep learning curve** with CallMiner Eureka, requiring significant time and resources for effective utilization. - Users find the **difficult learning** curve of CallMiner Eureka requires significant commitment to master its functionality. - Users find **difficult reporting** due to cumbersome interfaces, slow exports, and issues with subscription updates needing recreation. #### What Are Recent G2 Reviews of CallMiner Eureka? **"[Endless Possibilities for Data Insights and Discovery](https://www.g2.com/survey_responses/callminer-eureka-review-12932485)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/callminer-eureka-review-12932485) --- **"[A Platform That Drives Actionable Insight](https://www.g2.com/survey_responses/callminer-eureka-review-12719492)"** **Rating:** 5.0/5.0 stars *— Phil M.* [Read full review](https://www.g2.com/survey_responses/callminer-eureka-review-12719492) --- #### What Are G2 Users Discussing About CallMiner Eureka? - [What is CallMiner Eureka used for?](https://www.g2.com/discussions/what-is-callminer-eureka-used-for) ### 16. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,262 **How Do G2 Users Rate HubSpot Sales Hub?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 7.7/10 (Category avg: 8.6/10) - **Customer Scoring:** 8.2/10 (Category avg: 8.5/10) - **AI Text Summarization:** 7.6/10 (Category avg: 8.7/10) **Who Is the Company Behind HubSpot Sales Hub?** - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** https://hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot (784,270 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 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:** 60% Small-Business, 35% Mid-Market #### What Are HubSpot Sales Hub's Pros and Cons? **Pros:** - Ease of Use (1430 reviews) - Features (831 reviews) - Helpful (760 reviews) - Lead Management (671 reviews) - Intuitive (617 reviews) **Cons:** - Missing Features (500 reviews) - Limited Features (472 reviews) - Learning Curve (447 reviews) - Expensive (344 reviews) - Limited Customization (319 reviews) ### What Do G2 Reviewers Say About HubSpot Sales Hub? *AI-generated summary from verified user reviews* **Pros:** - Users find HubSpot Sales Hub to be **very user-friendly** , making customer management and sales processes effortless and efficient. - Users value HubSpot Sales Hub's **automation features** , enhancing efficiency and streamlining processes for sales teams. - Users praise HubSpot Sales Hub for its **excellent product support** and intuitive setup for email campaigns and metrics. - Users value the **intuitive lead management** of HubSpot Sales Hub, praising its automation and effective tracking capabilities. - Users appreciate the **intuitive design** of HubSpot Sales Hub, enhancing ease of use and efficiency in sales processes. **Cons:** - Users feel the **missing features** in HubSpot Sales Hub hinder functionality and require better development and updates. - Users find the **limited features** of HubSpot Sales Hub basic and often necessitate upgrades for better functionality. - Users find the **learning curve steep** , especially for advanced features and complex workflows, complicating the overall experience. - Users find the pricing model of HubSpot Sales Hub to be **expensive** , especially for growing companies needing advanced features. - Users find the **limited customization** in HubSpot Sales Hub restrictive, especially for advanced sales needs on a budget. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **"[A CRM That Helps Me Focus on My Clients](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897)"** **Rating:** 4.0/5.0 stars *— AMBER N.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897) --- **"[Comprehensive and User-Friendly CRM for Streamlined Sales Processes](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871)"** **Rating:** 4.5/5.0 stars *— Raj K.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871) --- #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments - [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments - [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments ### 17. [Puzzel CX Platform](https://www.g2.com/products/puzzel-cx-platform/reviews) Puzzel is a leading European provider of cloud contact centre solutions, offering a customer-centric, AI-powered CX ecosystem designed to give organisations full control and visibility over the entire customer journey. In a world where contact centres face increasing pressure from agent attrition, rising customer expectations, and growing operational costs, many leaders find themselves stuck with outdated systems and disconnected tools. Puzzel changes that by: \* Unifying Processes \* Centralising Data \* Automating Routine Tasks \* Scaling Flexibly To meet modern customer service demands — helping CX teams deliver faster, more consistent, and more personalised support. Puzzel’s AI-driven platform brings together a powerful set of solutions, including a fully integrated: \* Omnichannel Cloud Contact Centre \* Conversational Intelligence to analyse customer interactions and uncover actionable insights \* Virtual Agents across - Chat - Email - Voice \* Workforce Management to optimise: - Scheduling - Forecasting - Agent engagement We believe in striking the right balance between smart technology and the human touch. Our solutions are built to empower CX teams with the right information, tools and support to work more efficiently, focus their time where it matters most: on the meaningful, high-value conversations that strengthen customer loyalty. With Puzzel, businesses can do more with less. Our customers reduce: \* Manual Admin \* Improve First-Contact Resolution \* Elevate Agent and Customer Experiences Organisations using Puzzel have reported up to 278% ROI, demonstrating the measurable value of smart, scalable, people-focused customer service. Hundreds of organisations across Europe rely on Puzzel to help them simplify operations, support their teams, and deliver better customer experiences every day. **Average Rating:** 4.6/5.0 **Total Reviews:** 151 **How Do G2 Users Rate Puzzel CX Platform?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 8.7/10 (Category avg: 8.6/10) - **Customer Scoring:** 9.3/10 (Category avg: 8.5/10) - **AI Text Summarization:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Puzzel CX Platform?** - **Seller:** [Puzzel](https://www.g2.com/sellers/puzzel) - **Company Website:** https://www.puzzel.com - **HQ Location:** Alna District, Oslo - **LinkedIn® Page:** https://www.linkedin.com/company/18006024 (345 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications, Oil & Energy - **Company Size:** 51% Mid-Market, 24% Small-Business #### What Are Puzzel CX Platform's Pros and Cons? **Pros:** - Ease of Use (63 reviews) - Helpful (47 reviews) - Customer Support (46 reviews) - Efficiency (35 reviews) - User Interface (27 reviews) **Cons:** - Missing Features (14 reviews) - Limited Customization (13 reviews) - Complexity (9 reviews) - Learning Curve (9 reviews) - Poor Reporting (8 reviews) ### What Do G2 Reviewers Say About Puzzel CX Platform? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of the Puzzel CX Platform, appreciating its simple interface and user-friendly design. - Users appreciate the **reliable and flexible contact centre solution** of Puzzel CX Platform, enhancing operational effectiveness and oversight. - Users commend the **exceptional customer support** from Puzzel, highlighting quick responses and valuable guidance throughout their experience. - Users highlight the **efficiency** of the Puzzel CX Platform, enabling effective management of complex call flows and operations. - Users value the **intuitive user interface** of Puzzel CX Platform, facilitating daily operations without overwhelming frontline staff. **Cons:** - Users note the **limited features** of Puzzel CX Platform, particularly in data insights and customization options. - Users note **limited customization** options within Puzzel CX, affecting reporting and overall functionality of the platform. - Users find the **complexity** of Puzzel CX Platform's setup and reporting features to be a significant challenge. - Users face a notable **learning curve** with the Puzzel CX Platform, making initial setups and feature mastery challenging. - Users experience **poor reporting** capabilities with Puzzel, needing manual work for comprehensive reports across multiple tools. #### What Are Recent G2 Reviews of Puzzel CX Platform? **"[Comprehensive Platform with Room for Improvement](https://www.g2.com/survey_responses/puzzel-cx-platform-review-13062826)"** **Rating:** 4.0/5.0 stars *— Verified User* [Read full review](https://www.g2.com/survey_responses/puzzel-cx-platform-review-13062826) --- **"[Puzzel: Rapid, flexible deployments that adapt to changing requirements](https://www.g2.com/survey_responses/puzzel-cx-platform-review-13048747)"** **Rating:** 4.5/5.0 stars *— Joe T.* [Read full review](https://www.g2.com/survey_responses/puzzel-cx-platform-review-13048747) --- ### 18. [Balto](https://www.g2.com/products/balto/reviews) Balto is the AI workforce for the contact center. Balto delivers a complete contact center solution in a single license, uniting best-in-class Agent Assist, QA, Compliance, Coaching, Notes, and Insights in one cohesive platform. The result is value at every level of the organization: agents perform better, QA teams eliminate manual reviews, supervisors can coach at scale, and executive leaders gain clear visibility into conversation-driven business trends. Top-performing contact centers rely on Balto to protect revenue, reduce compliance risk, and improve customer experiences. To date, Balto has guided 500M+ conversations, supports 300+ customers, and leads our G2 category with 500+ five-star reviews. Products Include: - Real-Time Guidance (Agent Assist): Balto automatically provides agents with resources in real-time. - Quality Assurance: Balto automatically scores interactions. - Compliance: Balto automatically flags compliance issues. - Coaching: Balto automatically surfaces and delivers coaching recommendations. - Notes: Balto automatically summarizes conversations. - Insights: Balto automatically extracts insights from conversation data. **Average Rating:** 4.8/5.0 **Total Reviews:** 578 **How Do G2 Users Rate Balto?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 9.4/10 (Category avg: 8.6/10) - **Customer Scoring:** 9.5/10 (Category avg: 8.5/10) - **AI Text Summarization:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Balto?** - **Seller:** [Balto](https://www.g2.com/sellers/balto) - **Company Website:** https://www.balto.ai/ - **Year Founded:** 2017 - **HQ Location:** St Louis, US - **Twitter:** @balto_ai (243 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/16265721/ (163 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Medicare Sales Representative, MSR - **Top Industries:** Insurance, Consumer Services - **Company Size:** 48% Mid-Market, 25% Enterprise #### What Are Balto's Pros and Cons? **Pros:** - Ease of Use (49 reviews) - Helpful (48 reviews) - Accuracy (22 reviews) - Call Recording (16 reviews) - Customer Support (16 reviews) **Cons:** - Call Issues (20 reviews) - Accuracy Issues (12 reviews) - AI Inaccuracy (11 reviews) - Missing Features (9 reviews) - Pop-up Issues (7 reviews) ### What Do G2 Reviewers Say About Balto? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Balto, enhancing their performance and simplifying access to notes and calls. - Users find Balto's **time-saving features** invaluable, significantly reducing manual work and enhancing call efficiency. - Users praise Balto for its **accuracy** , highlighting valuable features that improve call outcomes and overall performance. - Users appreciate the **accurate call recording features** of Balto, enhancing their call management with detailed and clear summaries. - Users praise Balto's **immediate support and guidance** , significantly enhancing client communication and staff training efficiency. **Cons:** - Users face **call issues** with Balto, including bugs and recording inaccuracies, affecting overall usability and efficiency. - Users experience **accuracy issues** with Balto, noting vagueness and difficulty in capturing important parts of conversations. - Users find Balto's suggestions can be **too vague and inaccurate** , impacting the clarity of their conversations. - Users express frustration over **missing features** , such as dynamic prompt issues and lack of scrolling options. - Users often face **pop-up issues** with Balto, as they disrupt focus and complicate user interactions during calls. #### What Are Recent G2 Reviews of Balto? **"[The Pros and Cons of using Balto.](https://www.g2.com/survey_responses/balto-review-9832751)"** **Rating:** 4.0/5.0 stars *— Eric M.* [Read full review](https://www.g2.com/survey_responses/balto-review-9832751) --- **"[Balto Keeps Calls Confident, Compliant, and Natural with Real-Time Coaching](https://www.g2.com/survey_responses/balto-review-12794530)"** **Rating:** 5.0/5.0 stars *— Schantera M.* [Read full review](https://www.g2.com/survey_responses/balto-review-12794530) --- #### What Are G2 Users Discussing About Balto? - [What is Balto used for?](https://www.g2.com/discussions/what-is-balto-used-for) ### 19. [Momentum](https://www.g2.com/products/momentum-momentum/reviews) 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: 9.5/10) - **Artificial Intelligence:** 8.6/10 (Category avg: 8.6/10) - **Customer Scoring:** 7.6/10 (Category avg: 8.5/10) - **AI Text Summarization:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Momentum?** - **Seller:** [Momentum](https://www.g2.com/sellers/momentum) - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @dealmomentum (301 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dealmomentum/ (43 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% Mid-Market, 20% Enterprise #### What Are Momentum's Pros and Cons? **Pros:** - Ease of Use (24 reviews) - Helpful (21 reviews) - Automation (16 reviews) - Integrations (14 reviews) - Customer Support (13 reviews) **Cons:** - Inaccuracy (10 reviews) - Performance Issues (8 reviews) - Accuracy Issues (6 reviews) - Call Issues (6 reviews) - Data Inaccuracy (6 reviews) ### What Do G2 Reviewers Say About Momentum? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Momentum, facilitating efficient call summaries and seamless collaboration. - Users commend the **collaborative and responsive support** from Momentum, enhancing their operational efficiency significantly. - Users appreciate the **automation capabilities** of Momentum, enhancing productivity and streamlining virtual meeting experiences. - Users value the **seamless integrations** of Momentum, enhancing productivity and communication during virtual meetings. - Users praise the **excellent customer support** of Momentum, enhancing collaboration and streamlining processes for sales teams. **Cons:** - Users note **inaccuracy** in features for non-English languages and experience occasional technical issues with joining meetings. - Users experience **performance issues** with Momentum, noting glitches and inconsistencies that hinder a seamless operation. - Users report significant **accuracy issues** with Momentum's AI, affecting transcription quality and insights in various languages. - Users report frequent **call issues** including joining problems and misunderstandings about permissions that hinder effective use. - Users report **data inaccuracies** in Momentum, with issues like misaligned calls and insufficient reporting capabilities impacting effectiveness. #### What Are Recent G2 Reviews of Momentum? **"[What a timesaver! A must-have tool for an AM or AE](https://www.g2.com/survey_responses/momentum-review-11568946)"** **Rating:** 4.5/5.0 stars *— Kaisa S.* [Read full review](https://www.g2.com/survey_responses/momentum-review-11568946) --- **"[Revolutionized Salesforce Integration with Stellar Support](https://www.g2.com/survey_responses/momentum-review-12813533)"** **Rating:** 5.0/5.0 stars *— Alex S.* [Read full review](https://www.g2.com/survey_responses/momentum-review-12813533) --- ### 20. [Zipteams](https://www.g2.com/products/zipteams-technologies-pvt-ltd-zipteams/reviews) 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: 9.5/10) - **Artificial Intelligence:** 9.4/10 (Category avg: 8.6/10) - **Customer Scoring:** 9.4/10 (Category avg: 8.5/10) - **AI Text Summarization:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Zipteams?** - **Seller:** [Zipteams Technologies Pvt. Ltd.](https://www.g2.com/sellers/zipteams-technologies-pvt-ltd) - **Year Founded:** 2021 - **HQ Location:** Atlanta, US - **Twitter:** @wearezipteams (273 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zipteams/ (19 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Inside Sales Manager, Exam Counselor - **Top Industries:** Education Management, E-Learning - **Company Size:** 63% Mid-Market, 22% Enterprise #### What Are Zipteams's Pros and Cons? **Pros:** - Call Management (5 reviews) - Conversation Analysis (4 reviews) - Efficiency (4 reviews) - Lead Management (4 reviews) - Accuracy (3 reviews) **Cons:** - Accuracy Issues (4 reviews) - Inaccuracy (4 reviews) - Call Issues (3 reviews) - Software Bugs (3 reviews) - Call Limitations (2 reviews) ### What Do G2 Reviewers Say About Zipteams? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **call analysis feature** of Zipteams, which enhances their pitching and improves call quality. - Users value the **insightful conversation analysis** provided by Zipteams, enhancing their call pitching and improvement strategies. - Users find the **efficiency** of Zipteams invaluable for enhancing work performance and streamlining virtual meetings. - Users value the **easy lead analysis** Zipteams provides, enhancing call effectiveness and understanding customer needs. - Users value the **accuracy of performance insights** from Zipteams, aiding in understanding and improving call quality. **Cons:** - Users experience **accuracy issues** with Zipteams, struggling with misinterpretations and lack of support for local languages. - Users often face **accuracy issues** with Zipteams, as it misinterprets conversations and misspells words frequently. - Users report **call issues** with Zipteams, including glitches and unexpected disconnection during calls. - Users experience **software bugs** , including micro glitches and connectivity issues, impacting overall performance and reliability. - Users experience **call limitations** with Zipteams, including automatic disconnections and micro glitches affecting calls. #### What Are Recent G2 Reviews of Zipteams? **"[It's amazing](https://www.g2.com/survey_responses/zipteams-review-10540211)"** **Rating:** 5.0/5.0 stars *— Anubhuti A.* [Read full review](https://www.g2.com/survey_responses/zipteams-review-10540211) --- **"[The best audio and video conference tool for every purpose](https://www.g2.com/survey_responses/zipteams-review-9437376)"** **Rating:** 4.5/5.0 stars *— Burhan S.* [Read full review](https://www.g2.com/survey_responses/zipteams-review-9437376) --- ### 21. [Level AI](https://www.g2.com/products/level-ai/reviews) Level AI is the intelligence and orchestration layer for customer experience. We analyze 100% of customer interactions across voice, chat, email, and messaging to turn unstructured conversations into measurable insights and automation. From Voice of Customer and journey insights to automated quality, real-time coaching, and AI agents, Level AI helps teams improve customer outcomes, operational performance, and profitable growth. **Average Rating:** 4.6/5.0 **Total Reviews:** 211 **How Do G2 Users Rate Level AI?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 8.9/10 (Category avg: 8.6/10) - **Customer Scoring:** 8.9/10 (Category avg: 8.5/10) - **AI Text Summarization:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Level AI?** - **Seller:** [Level AI](https://www.g2.com/sellers/level-ai) - **Company Website:** https://thelevel.ai/ - **Year Founded:** 2018 - **HQ Location:** Mountain View, US - **Twitter:** @TheLevelAI (204 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/level-ai (212 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Quality Analyst, Supervisor - **Top Industries:** Consumer Services, Food & Beverages - **Company Size:** 56% Mid-Market, 32% Enterprise #### What Are Level AI's Pros and Cons? **Pros:** - Ease of Use (60 reviews) - Helpful (39 reviews) - User Interface (34 reviews) - Efficiency (32 reviews) - Accuracy (27 reviews) **Cons:** - Inaccuracy (17 reviews) - Slow Performance (14 reviews) - Accuracy Issues (11 reviews) - Translation Accuracy (11 reviews) - AI Inaccuracy (8 reviews) ### What Do G2 Reviewers Say About Level AI? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** with Level AI, enjoying a clean, intuitive interface and straightforward navigation. - Users praise the **helpfulness** of Level AI in improving customer service and streamlining data analysis efforts. - Users appreciate the **intuitive and user-friendly interface** of Level AI, making it easy to track performance efficiently. - Users praise the **increased efficiency** of Level AI, streamlining customer support and enhancing communication analysis. - Users value the **accuracy** of Level AI, enhancing customer interactions with impressive, context-aware responses. **Cons:** - Users report **inaccuracy in AI QA scores** , leading to frustration and delays in monitoring agent performance. - Users experience **slow performance** with Level AI, particularly with delayed updates and instascore calculations hindering timely feedback. - Users express concern over **accuracy issues** with Level AI's scoring and evaluation processes, affecting monitoring efficiency. - Users report occasional **translation accuracy issues** with Level AI, especially concerning accents and context interpretation. - Users face challenges with **AI inaccuracies** , affecting call grading and performance monitoring due to delays and data issues. #### What Are Recent G2 Reviews of Level AI? **"[Our Level AI Partnership has been a magical experience!](https://www.g2.com/survey_responses/level-ai-review-13022467)"** **Rating:** 4.5/5.0 stars *— Aaron H.* [Read full review](https://www.g2.com/survey_responses/level-ai-review-13022467) --- **"[Efficient Call Review with Handy Transcription, Needs Enhanced Details](https://www.g2.com/survey_responses/level-ai-review-11320627)"** **Rating:** 4.0/5.0 stars *— Verified User in Consumer Services* [Read full review](https://www.g2.com/survey_responses/level-ai-review-11320627) --- #### What Are G2 Users Discussing About Level AI? - [What is LevelAI used for?](https://www.g2.com/discussions/what-is-levelai-used-for) - 1 comment ### 22. [InMoment Experience Improvement (XI) Platform](https://www.g2.com/products/inmoment-experience-improvement-xi-platform/reviews) InMoment, the leader in improving experiences and the highest recommended CX platform and services company in the world is renowned for helping clients collect and integrate customer experience data to uncover the insights that enable the smartest actions. As the pace setters in applying award-winning AI, its global clients activate every byte of their experience data—from structured surveys and social reviews to unstructured conversations from call logs, emails, support tickets, and chat transcripts to breakdown data silos. This unique technology combined with in-house industry experts empower brands to gain ROI from their CX programs in half the time as its competitors. Unlock the true potential of every piece of customer data with InMoment. To learn more, visit inmoment.com **Average Rating:** 4.7/5.0 **Total Reviews:** 314 **How Do G2 Users Rate InMoment Experience Improvement (XI) Platform?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.5/10) **Who Is the Company Behind InMoment Experience Improvement (XI) Platform?** - **Seller:** [PG Forsta](https://www.g2.com/sellers/pg-forsta) - **HQ Location:** Salt Lake City, Utah - **LinkedIn® Page:** https://www.linkedin.com/company/weareinmoment/ (411 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Product Manager, Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Small-Business, 39% Mid-Market #### What Are Recent G2 Reviews of InMoment Experience Improvement (XI) Platform? **"[Seamless integration with POS for survey](https://www.g2.com/survey_responses/inmoment-experience-improvement-xi-platform-review-9337685)"** **Rating:** 5.0/5.0 stars *— Lakshay D.* [Read full review](https://www.g2.com/survey_responses/inmoment-experience-improvement-xi-platform-review-9337685) --- **"[Easy to use tools. Supportive Visionary Staff.](https://www.g2.com/survey_responses/inmoment-experience-improvement-xi-platform-review-9832822)"** **Rating:** 5.0/5.0 stars *— Beth W.* [Read full review](https://www.g2.com/survey_responses/inmoment-experience-improvement-xi-platform-review-9832822) --- #### What Are G2 Users Discussing About InMoment Experience Improvement (XI) Platform? - [What is InMoment Experience Intelligence (XI) Platform used for?](https://www.g2.com/discussions/what-is-inmoment-experience-intelligence-xi-platform-used-for) ### 23. [Claap](https://www.g2.com/products/claap/reviews) Claap records every sales conversation and automatically structures it into rich, labeled data - speakers, objections, pain points, next steps, and more. That structured context becomes the fuel for AI agents to take over the rest: updating your CRM, drafting follow-up emails and sales decks, surfacing coaching insights, and triggering workflows across your stack. Claap delivers agent-ready conversation intelligence: pre-labeled, structured for retrieval, and open to any AI agent via MCP (Model Context Protocol). Video calls, phone calls, all captured in one platform without bots or friction. On average, sales reps save 30 minutes after each meeting with workflow automations, and revenue leaders increase their win rate up to 30% with deal insights and AI-assisted coaching. Claap is part of the lemlist group, and trusted by 1,000+ companies including Revolut, Qonto, 360Learning, Figures, and OpenClassrooms. **Average Rating:** 4.6/5.0 **Total Reviews:** 424 **How Do G2 Users Rate Claap?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 9.1/10 (Category avg: 8.6/10) - **Customer Scoring:** 9.1/10 (Category avg: 8.5/10) - **AI Text Summarization:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Claap?** - **Seller:** [Claap](https://www.g2.com/sellers/claap) - **Year Founded:** 2021 - **HQ Location:** Hempstead, New York - **Twitter:** @claap_io (335 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/claap-io/ (52 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Manager, Software Engineer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Small-Business, 39% Mid-Market #### What Are Claap's Pros and Cons? **Pros:** - Ease of Use (179 reviews) - Time-saving (157 reviews) - Easy Recording (128 reviews) - Helpful (125 reviews) - Efficiency (121 reviews) **Cons:** - Slow Performance (55 reviews) - Slow Loading (54 reviews) - Recording Limitations (51 reviews) - Recording Issues (48 reviews) - Delays (47 reviews) ### What Do G2 Reviewers Say About Claap? *AI-generated summary from verified user reviews* **Pros:** - Users find Claap's **ease of use** remarkable, allowing seamless recording and sharing without any hassle. - Users appreciate the **time-saving** features of Claap, facilitating efficient communication and reducing the need for meetings. - Users love Claap's **easy recording** features, facilitating seamless communication and quick video updates without friction. - Users commend Claap for its **intuitive interface** , effective video updates, and seamless integration into daily workflows. - Users appreciate the **efficiency** of Claap, streamlining communication and automating tasks to save valuable time. **Cons:** - Users experience **slow performance** , particularly with video processing and interface lag, impacting overall usability and efficiency. - Users often face **slow loading times** for videos and interface, impacting their overall experience with Claap. - Users note the **recording limitations** of Claap, highlighting challenges with processing delays and speaker identification in larger meetings. - Users report **recording issues** , including slow processing and glitches, impacting the overall functionality of Claap. - Users report **delays** in video uploads and processing, impacting their ability to view and refine content quickly. #### What Are Recent G2 Reviews of Claap? **"[Great tool for asynchronous team communication](https://www.g2.com/survey_responses/claap-review-12975710)"** **Rating:** 4.0/5.0 stars *— Prem K.* [Read full review](https://www.g2.com/survey_responses/claap-review-12975710) --- **"[Massive Time Saver: Clean UI and Spot-On AI Meeting Summaries](https://www.g2.com/survey_responses/claap-review-12803356)"** **Rating:** 4.0/5.0 stars *— Dipangsu B.* [Read full review](https://www.g2.com/survey_responses/claap-review-12803356) --- ### 24. [Revenue.io](https://www.g2.com/products/revenue-io/reviews) Revenue.io is a Salesforce-native revenue platform that unifies sales engagement, sales dialer, conversation intelligence, sales enablement, revenue intelligence, and real-time coaching in a single system. Unlike standalone tools that sit outside the CRM and sync data back later, Revenue.io operates directly inside Salesforce. Every call, email, meeting, and engagement signal is captured and recorded in the CRM in real time. The platform is designed to improve sales execution while preserving Salesforce as the system of record. Learn more at www.revenue.io. **Average Rating:** 4.7/5.0 **Total Reviews:** 568 **How Do G2 Users Rate Revenue.io?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 9.4/10 (Category avg: 8.6/10) - **Customer Scoring:** 9.4/10 (Category avg: 8.5/10) - **AI Text Summarization:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Revenue.io?** - **Seller:** [Revenue.io](https://www.g2.com/sellers/revenue-io) - **Year Founded:** 2012 - **HQ Location:** Los Angeles, CA - **Twitter:** @revenue_io (4,277 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2625815/ (102 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Service Representative, Account Executive - **Top Industries:** Computer Software, Financial Services - **Company Size:** 59% Mid-Market, 22% Small-Business #### What Are Revenue.io's Pros and Cons? **Pros:** - Customer Support (33 reviews) - Ease of Use (30 reviews) - Helpful (30 reviews) - Easy Setup (25 reviews) - Salesforce Integration (25 reviews) **Cons:** - Call Issues (11 reviews) - Missing Features (9 reviews) - Limited Features (7 reviews) - Connection Issues (6 reviews) - Dialer Issues (6 reviews) ### What Do G2 Reviewers Say About Revenue.io? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **outstanding customer support** of Revenue.io, highlighting their responsiveness and effective implementation process. - Users appreciate the **ease of use** in Revenue.io, enabling efficient workflows and streamlined call logging. - Users love the **intuitive and efficient design** of Revenue.io, enhancing coaching and streamlining daily tasks effortlessly. - Users praise the **easy setup** of Revenue.io, highlighting seamless implementation and responsive support throughout the process. - Users value the **seamless Salesforce integration** of Revenue.io, enhancing workflow efficiency and simplifying processes. **Cons:** - Users experience **call issues** with dropped connections, unreliable mobile functionality, and challenges in accessing call recordings. - Users find **missing features** in Revenue.io, especially in mobile functionality and integrations with other tools. - Users find the **limited features** of Revenue.io restrictive, particularly concerning mobile support and integrations with other tools. - Users experience **connection issues** with Revenue.io, such as dropped calls and unreliable mobile functionality. - Users report **dialer issues** , such as dropped calls and random log-outs, which hinder their overall experience. #### What Are Recent G2 Reviews of Revenue.io? **"[Empowers Sales with Easy Call Review and Coaching](https://www.g2.com/survey_responses/revenue-io-review-13020882)"** **Rating:** 5.0/5.0 stars *— Angelique G.* [Read full review](https://www.g2.com/survey_responses/revenue-io-review-13020882) --- **"[Effortless Sales Automation with Salesforce Integration](https://www.g2.com/survey_responses/revenue-io-review-12801480)"** **Rating:** 4.5/5.0 stars *— Alex M.* [Read full review](https://www.g2.com/survey_responses/revenue-io-review-12801480) --- #### What Are G2 Users Discussing About Revenue.io? - [What is Revenue.io used for?](https://www.g2.com/discussions/revenue-io-what-is-revenue-io-used-for) - [What is Revenue.io used for?](https://www.g2.com/discussions/what-is-revenue-io-used-for) ### 25. [Observe.AI](https://www.g2.com/products/observe-ai/reviews) Observe.AI is the AI Agents platform for customer experience, designed to help organizations deliver faster, smarter, and more efficient customer service at scale. The platform enables businesses to deploy specialized AI agents that autonomously execute work across the full CX lifecycle—from handling customer conversations to supporting frontline teams and optimizing operations. Each AI agent is purpose-built for a specific role, equipped to understand context, make decisions, take action, and continuously improve outcomes. This allows organizations to increase resolution speed, elevate service quality, and reduce operational costs while empowering your frontline team to focus on higher-value work. Built on a CX-native foundation, Observe.AI works with global brands, like DoorDash, Transcarent, Affordable Care, Signify Health, and Verida, to improve customer satisfaction, boost productivity, and deliver consistent, scalable performance across every customer interaction. **Average Rating:** 4.6/5.0 **Total Reviews:** 220 **How Do G2 Users Rate Observe.AI?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.5/10) - **Artificial Intelligence:** 9.1/10 (Category avg: 8.6/10) - **Customer Scoring:** 9.3/10 (Category avg: 8.5/10) - **AI Text Summarization:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Observe.AI?** - **Seller:** [Observe.AI](https://www.g2.com/sellers/observe-ai) - **Company Website:** https://observe.ai - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @observeAI (1,521 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18090845/ (342 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Assistant Quality Assurance, Quality Analyst - **Top Industries:** Consumer Services, Outsourcing/Offshoring - **Company Size:** 66% Mid-Market, 22% Small-Business #### What Are Observe.AI's Pros and Cons? **Pros:** - Ease of Use (26 reviews) - Efficiency (20 reviews) - Helpful (19 reviews) - Artificial Intelligence (16 reviews) - Coaching (16 reviews) **Cons:** - Accuracy Issues (16 reviews) - Inaccuracy (15 reviews) - Inaccurate Data Analysis (12 reviews) - Call Issues (7 reviews) - Missing Features (7 reviews) ### What Do G2 Reviewers Say About Observe.AI? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Observe.AI, finding it efficient and effective for reporting and insights. - Users value the **efficiency** of Observe.AI, streamlining performance analysis and enhancing customer interactions effortlessly. - Users find Observe.AI **extremely helpful** for analyzing calls, coaching, and enhancing collaboration with team members. - Users praise the **advanced AI features** of Observe.AI, enhancing agent performance and simplifying customer interaction analysis. - Users appreciate the **advanced coaching features** of Observe.AI, enhancing agent performance through insightful analytics and suggestions. **Cons:** - Users experience **accuracy issues** with Observe.AI, facing problems with incomplete transcripts and misapplied word detection. - Users face **inaccuracy issues** with transcripts, leading to incomplete or incorrect verbatim from calls. - Users express frustration with **inaccurate data analysis** , citing unreliable detection and poor implementation leading to a lack of trust. - Users report **call issues** with Observe.AI, citing missed captures, poor audio handling, and unreliable keyword matching. - Users express concerns about **missing features** and limited language support, hindering the platform's potential. #### What Are Recent G2 Reviews of Observe.AI? **"[Boosted Consistency and Training Efficiency](https://www.g2.com/survey_responses/observe-ai-review-13072183)"** **Rating:** 4.0/5.0 stars *— Paul S.* [Read full review](https://www.g2.com/survey_responses/observe-ai-review-13072183) --- **"[Observe Boosts Call Quality with Reliable Auto Summaries and Insights](https://www.g2.com/survey_responses/observe-ai-review-13090614)"** **Rating:** 4.5/5.0 stars *— King J.* [Read full review](https://www.g2.com/survey_responses/observe-ai-review-13090614) --- #### What Are G2 Users Discussing About Observe.AI? - [What is Observe.AI used for?](https://www.g2.com/discussions/what-is-observe-ai-used-for) ## What Is Conversation Intelligence Software? [Sales Acceleration Software](https://www.g2.com/categories/sales-acceleration) ## What Software Categories Are Similar to Conversation Intelligence Software? - [Sales Coaching Software](https://www.g2.com/categories/sales-coaching) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Speech Analytics Software](https://www.g2.com/categories/speech-analytics) --- ## How Do You Choose the Right Conversation Intelligence Software? ### What You Should Know About Conversation Intelligence Software ### Conversation Intelligence software buying insights at a glance [Conversation intelligence software](https://www.g2.com/categories/conversation-intelligence) enables organizations to capture, analyze, and operationalize customer conversations across sales, support, and customer success. As selling motions grow more complex, manual notes and anecdotal deal updates create inconsistency and blind spots. A dedicated conversation intelligence platform centralizes call data, surfaces insights, and applies consistent review standards, enabling execution to scale beyond individual representatives. Based on the G2 reviews, companies most often adopt conversation intelligence tools to reduce manual documentation, improve coaching consistency, and gain clearer visibility into deal health. The overall sentiment is very strong, with an average rating of 4.72/5 and a 9.45/10 likelihood to recommend, indicating that conversation intelligence software is increasingly viewed as a core revenue workflow. Common use cases include searchable call libraries for onboarding and coaching, automated summaries and action items, and structured call reviews to identify risk and missed discovery. Buyers evaluating conversational intelligence software tend to prioritize ease of use and workflow integration alongside governance. Reviews highlight that these tools are lightweight enough for daily adoption (ease of use averages 6.71/7), but deliver the most value when teams standardize how conversations are reviewed and acted on. Pricing is generally perceived as mid-market, with ROI tied to time savings, faster rep ramp, stronger coaching, and more consistent deal execution. ### Top 5 FAQs from software buyers: - What features should I prioritize when evaluating conversation intelligence software? - How do conversation intelligence platforms integrate with CRM and video conferencing tools? - What kind of ROI do teams typically see from conversational intelligence software? - What are the key differences between leading Conversation Intelligence systems? - How long does it usually take to implement a conversation intelligence platform? G2’s top-rated Conversation Intelligence software, based on verified G2 reviews, includes [Fathom](https://www.g2.com/products/fathom-video/reviews), [Substrata](https://www.g2.com/products/substrata-substrata/reviews), [Gong](https://www.g2.com/products/gong/reviews), [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews), and [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews). ([Source 2](https://www.g2.com/reports)) ### What are the top-reviewed Conversation Intelligence on G2? Below are the **five most-reviewed products in your uploaded dataset** : [Gong](https://www.g2.com/products/gong/reviews) - Number of Reviews: 5,351 - Satisfaction: 100 - Market Score: 95 - G2 score: 97 [**Salesforce Sales Cloud**](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 1,376 - Satisfaction: 74 - Market Score: 99 - G2 score: 87 [Fathom](https://www.g2.com/products/fathom-video/reviews) - Number of Reviews: 2,283 - Satisfaction: 100 - Market Score: 66 - G2 score: 83 [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 1,030 - Satisfaction: 58 - Market Score: 91 - G2 score: 75 [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - Number of Reviews: 402 - Satisfaction: 98 - Market Score: 50 - G2 score: 74 Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Conversation Intelligence? #### Feedback Pros: What Users Consistently Appreciate - **Improved deal visibility and forecast accuracy for finance leaders** - **_“_** _Being in the role of Finance Director, I find sub-strata to be an extremely useful tool for my work as it enables me to assess deal communications, evaluate Risk Signals track Buyer Intent and to assist me with Forecasting, allowing me to complete these tasks more efficiently, effectively and with greater accuracy.__” - _ [_Robert T._](https://www.g2.com/products/substrata-substrata/reviews/substrata-review-12105185)_, Substrata Review_ - **Exceptional accuracy and value, even across diverse accents** - _“__I have used several other note-taking tools, but in my opinion, none of them come close to Fathom. What makes it even better is that it’s free, which I find incredible. The accuracy of the output it produces impressed me so much that I upgraded to the premium version without any hesitation. One of the standout features for me is that it works well with Indian accents, even when they are quite strong, something that other note-taking tools often struggle with.”_ _-_ [_Jayanth S._](https://www.g2.com/products/fathom-video/reviews/fathom-review-12169452)_, Fathom Review_ - **Searchable transcripts that highlight key moments for coaching and QA** - _“__I find Gong incredibly valuable because it records my sales calls for later review, which is essential for referencing back to conversations and training purposes. This feature allows me to concentrate on actively listening and engaging in conversations with prospects without the distraction of taking detailed notes. I also love the ability to search for specific words and be taken to the exact moment in a conversation, dramatically decreasing the time it takes to act on items from a call. The integration with my company's SSO made logging in a seamless process, contributing to a smooth setup experience.”_ _-_ [_Ellie S._](https://www.g2.com/products/gong/reviews/gong-review-11980050)_, Gong Review_ #### Cons: Where Many Platforms Fall Short - **High costs and a challenging onboarding experience** - _“Gong has high cost, and this includes the general platform fees, and other user licensing. The onboarding process is complex, with high adoption costs and struggles.” -_ [_Graziana C._](https://www.g2.com/products/gong/reviews/gong-review-12126874)_, Gong Review_ - **Initial setup complexity, offset by strong long-term value** - _“ __At first, integrating Substrata into our existing systems required some of technical patience. The platform is feature rich, which is great, but it took a few sessions for my team to get fully comfortable. That I said, their support resources are strong, and once you’re familiar, it becomes an essential part of daily workflow.__ ” -_ [_Justin F._](https://www.g2.com/products/substrata-substrata/reviews/substrata-review-11244441)_, Substrata Review_ - **Limited organization and sharing controls for meeting records** - _“My main concern with Fathom is the inability to tap on items and organize them into folders. With the range of meetings we have, it can be challenging to locate what I need, especially if I haven't named something clearly. A folder feature would be extremely helpful for keeping things more organized. Additionally, it would be beneficial if there were an option to automatically share the meeting with participants, or at least make this feature available. Sometimes we hold impromptu meetings, and unless someone is specifically invited, they miss out on the feedback from the meeting.” -_ [_Aqeelah R._](https://www.g2.com/products/fathom-video/reviews/fathom-review-11911540)_, Fathom Review_ ### My Expert Takeaway on Conversation Intelligence Software Based on G2 reviews, conversation intelligence software delivers the most value when teams treat it as an operational discipline rather than a passive recording tool. High-performing organizations establish clear ownership over call review standards, coaching criteria, and data hygiene early in the rollout. This foundation helps teams move beyond basic transcription and consistently apply insights across sales, revenue, and customer-facing roles. Teams that achieve the strongest outcomes with a conversation intelligence platform tend to strike a balance between automation and human oversight. While AI-generated summaries, highlights, and action items create meaningful time savings, reviewers consistently indicate that accuracy and context matter most in high-stakes moments. As a result, top teams implement structured review workflows, especially for late-stage deals, renewals, and regulated conversations, so insights are validated and acted on, not just captured. For buyers evaluating Conversation Intelligence systems, a recurring theme across reviews of growth-stage and enterprise companies is the need to scale insights without adding friction. The most effective conversational intelligence software integrates tightly with [CRM](https://www.g2.com/categories/crm), enablement, and forecasting workflows, reducing manual handoffs and reinforcing consistent behaviors. In these environments, success depends less on feature depth alone and more on how seamlessly conversation data supports coaching, execution, and revenue predictability over time. ### Conversation Intelligence Software FAQs #### What is conversation intelligence software? Conversation intelligence software records and transcribes calls (often sales meetings) and then analyzes them to surface insights, such as key topics, action items, and coaching moments. Teams use it to improve rep performance, standardize discovery, and reduce manual note-taking. In practice, it becomes a searchable call library that supports onboarding, deal review, and quality assurance, especially when integrated into CRM and enablement workflows. #### What is an example of conversational intelligence? A common example is automatically capturing a sales call, generating a transcript, highlighting objections, and summarizing next steps, then routing those outputs to the account record and the rep’s follow-up workflow. Managers can later search for specific topics (such as pricing, competitor mentions, or integration concerns) across calls to coach consistently. The “intelligence” comes from turning raw conversations into structured, reusable signals. #### What are conversational AI platforms? Conversational AI platforms are typically systems that let businesses build and run AI-driven conversations (like chatbots or voice agents) for customer support, lead qualification, or task completion. They focus on interacting with users in real time. Conversation intelligence tools, by contrast, focus on analyzing human-to-human conversations after (or during) meetings to improve coaching, documentation, and business outcomes. #### What is the best conversational AI tool? The best conversational AI tool depends on your job-to-be-done. For sales coaching and pipeline inspection, [Gong](https://www.g2.com/products/gong/reviews) and [Chorus by ZoomInfo](https://www.g2.com/products/chorus-by-zoominfo/reviews) stand out for deal insights and CRM alignment. For lightweight note automation, [Fireflies.ai](https://www.g2.com/products/fireflies-ai/reviews) and [Avoma](https://www.g2.com/products/avoma/reviews) excel in speed and usability. In regulated environments, governance and data controls matter most. Always test 3-5 tools on real calls before making a commitment. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw) 2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports) Researched By: [Julie Jung](https://research.g2.com/insights/author/julie-jung) **Last updated on: January 9, 2026**