# Best CRM Software - Page 5 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The [best CRM software](https://www.g2.com/articles/best-crm-software) centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships. CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles. [CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals. There are many different [types of CRM software](https://learn.g2.com/types-of-crm-software) provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help. The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication. To qualify for inclusion in the CRM category, a product must: - Provide a bounded set of sales-related functions - Provide lead, contact, account, and opportunity management functions - Capture and store sales activities and interactions performed - Consolidate customer history and transactions into a single interface - Track prospects and contacts throughout the sales pipeline - Facilitate communication at all phases of the customer lifecycle - Provide reporting features to track sales performance - Provide workflow automation capabilities to streamline sales processes - Integrate functions into a unifying database and platform ## Top CRM Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,668 reviews) | AI-automated pipeline-to-close CRM workflows | "[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,264 reviews) | Pipeline visibility with automated sales sequencing | "[A CRM That Helps Me Focus on My Clients](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,043 reviews) | Visual sales pipeline with deal-stage automation | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 4 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,835 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)" | | 5 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,289 reviews) | Visual pipeline tracking with no-code automation | "[A Highly Customizable CRM That Keeps Teams Seamlessly Connected](https://www.g2.com/survey_responses/monday-crm-review-13098720)" | | 6 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,030 reviews) | High-velocity outbound sales with built-in dialer | "[Intuitive All-in-One CRM That Keeps Sales Conversations Organized](https://www.g2.com/survey_responses/close-review-13106165)" | | 7 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (842 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Excellent CRM for Managing Business Leads Efficiently](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)" | | 8 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,173 reviews) | Behavior-triggered CRM with automation workflows | "[Powerful, Intuitive Automations That Streamline Email and CRM in ActiveCampaign](https://www.g2.com/survey_responses/activecampaign-review-13041580)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (631 reviews) | Omnichannel CRM with white-label automation workflows | "[Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM](https://www.g2.com/survey_responses/highlevel-review-13050560)" | | 10 | [Attio](https://www.g2.com/products/attio/reviews) | 4.3/5.0 (545 reviews) | Flexible, AI-native pipeline and relationship CRM | "[Attio: The Best Single Source of Truth with Game-Changing AI Workflows](https://www.g2.com/survey_responses/attio-review-13087607)" | ## G2 Grid® for CRM Software ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=576&focus%5B%5D=128650&focus%5B%5D=3296&focus%5B%5D=1934) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Bigin by Zoho CRM, Close, and ActiveCampaign. Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=activecampaign) ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,071 ### Category Stats (Jul 2026) - **Average Rating**: 4.38/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month *Last updated: July 16, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 121,300+ Authentic Reviews - 1,071+ 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. ## Which CRM Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [CRMOne](https://www.g2.com/products/crmone/reviews) - **Easiest to Use:** [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) - **Top Trending:** [HighLevel](https://www.g2.com/products/highlevel/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Nutshell Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020. [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=179&secure%5Bchosen_at%5D=2026-07-16T10%3A56%3A56Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1589&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%3Fpage%3D57%26segment%3Dall&secure%5Btoken%5D=f718d055701b3cb65f92ae25348f57befa4e292a04a25d874e365caa0734b8a9&secure%5Burl%5D=https%3A%2F%2Fwww.nutshell.com%2Flp%2Fcrm%3Futm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dpaid-promotions%26utm_term%3Dcrm&secure%5Burl_type%5D=paid_promos) --- ## CRM Software Features & Capabilities ### What are the Best CRM Software with Campaign Management? Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. **Top-rated CRM Software for Campaign Management:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Campaign Management](https://www.g2.com/categories/crm/f/campaign-management) ### What are the Best CRM Software with Social Collaboration Features? Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone **Top-rated CRM Software for Social Collaboration Features:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Collaboration Features](https://www.g2.com/categories/crm/f/social-collaboration-features) ### What are the Best CRM Software with Marketing ROI Analytics? Enables analysis of effectiveness of an organizations various marketing activities **Top-rated CRM Software for Marketing ROI Analytics:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Marketing ROI Analytics](https://www.g2.com/categories/crm/f/marketing-roi-analytics) ### What are the Best CRM Software with Document & Content Mgmt.? Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. **Top-rated CRM Software for Document & Content Mgmt.:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Document & Content Mgmt.](https://www.g2.com/categories/crm/f/document-content-mgmt) ### What are the Best CRM Software with Social Network Integration? Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. **Top-rated CRM Software for Social Network Integration:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Network Integration](https://www.g2.com/categories/crm/f/social-network-integration) ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [Altvia](https://www.g2.com/products/altvia/reviews) Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Altvia?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Altvia?** - **Seller:** [ALTVIA SOLUTIONS, LLC](https://www.g2.com/sellers/altvia-solutions-llc) - **Company Website:** https://altvia.com - **Year Founded:** 2006 - **HQ Location:** Broomfield, CO - **Twitter:** @altvia (301 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/application-experts-llc/ (66 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Venture Capital & Private Equity - **Company Size:** 73% Small-Business, 13% Mid-Market #### What Are Altvia's Pros and Cons? **Pros:** - Customer Support (7 reviews) - Client Engagement (6 reviews) - Ease of Use (4 reviews) - Customer Management (3 reviews) - Comprehensive Data (2 reviews) **Cons:** - Expensive (2 reviews) - File Management (2 reviews) - Missing Features (2 reviews) - App Functionality (1 reviews) - Data Entry (1 reviews) ### What Do G2 Reviewers Say About Altvia? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **excellent customer support** of Altvia, highlighting quick responses and effective collaboration. - Users commend the **exceptional customer service** of Altvia, enhancing collaboration and responsiveness for client engagement. - Users find Altvia to be **very easy and intuitive** , aided by excellent support and tailored solutions for diverse needs. - Users value Altvia for its **exceptional customer service** and user-friendly interface, enhancing reporting and communication with LPs. - Users value the **comprehensive data** from Altvia, enabling efficient reporting and organization for seamless communications. **Cons:** - Users find Altvia to be **expensive** due to additional costs for essential features and limitations in functionality. - Users find the **cumbersome data entry** in Altvia frustrating, wishing for better auto-population and automation features. - Users find that Altvia is **missing essential features** that hinder modern business practices and agent efficiency. - Users face **constraints on scalability and automation** within Altvia's suite, limiting the functionality they seek. - Users find the **data entry process cumbersome** , often needing to repeat the same information multiple times. #### What Are Recent G2 Reviews of Altvia? **"[Superb Product with a Superb Team!](https://www.g2.com/survey_responses/altvia-review-10714885)"** **Rating:** 5.0/5.0 stars *— Alexandra L.* [Read full review](https://www.g2.com/survey_responses/altvia-review-10714885) --- **"[Good](https://www.g2.com/survey_responses/altvia-review-11393917)"** **Rating:** 4.0/5.0 stars *— Verified User in Banking* [Read full review](https://www.g2.com/survey_responses/altvia-review-11393917) --- ### 2. [Marketing 360](https://www.g2.com/products/madwire-marketing-360/reviews) Marketing 360® was founded in 2009 by father and son, Joe and JB Kellogg, with a mission of making a difference by helping small businesses grow and their local communities grow. Now, located in Fort Collins, Colorado and Austin, Texas, Marketing 360 employs over 550 team members and has over 20,000 active SMB clients. Marketing 360 empowers small businesses with all the technology and talent they need to both manage and grow their business from a singular platform, including the ability to — build a professional website, accept and manage payments, manage leads and customers, book appointments, monitor reviews, manage social media, syndicate business listings, manage content marketing, run multi-channel digital advertising campaigns, and more. No more wasting time and money bouncing around multiple tools to manage and grow your business. **Average Rating:** 3.5/5.0 **Total Reviews:** 61 **How Do G2 Users Rate Marketing 360?** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 6.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Marketing 360?** - **Seller:** [Madwire](https://www.g2.com/sellers/madwire-1dbb6f4e-0b38-4f0e-aeae-c1cae5e8c0f5) - **Year Founded:** 2009 - **HQ Location:** Fort Collins, Colorado - **Twitter:** @Madwire (153 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1236339/ (414 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Real Estate, Construction - **Company Size:** 79% Small-Business, 16% Mid-Market #### What Are Marketing 360's Pros and Cons? **Pros:** - Customer Support (5 reviews) - Business Growth (3 reviews) - Customer Management (3 reviews) - Features (3 reviews) - Helpful (3 reviews) **Cons:** - Payment Issues (2 reviews) - Ad Issues (1 reviews) - Billing Issues (1 reviews) - Integration Difficulty (1 reviews) - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About Marketing 360? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **individualized customer support** from Marketing 360, enhancing their marketing effectiveness and business growth. - Users highlight the **consistent business growth** achieved with Marketing 360's comprehensive marketing solutions and expert team support. - Users value the **individualized support** from Marketing 360, enhancing their business competitiveness and marketing efficiency. - Users appreciate the **all-in-one solutions** of Marketing 360, facilitating consistent growth through integrated advertising and SEO features. - Users value the **helpfulness** of Marketing 360's team, noting productive collaboration and impactful strategies for growth. **Cons:** - Users find the **billing structure cumbersome** , leading to payment issues with Marketing 360 that need addressing. - Users report a lack of **management check-ins** , which negatively impacts support and communication during campaigns. - Users find the **billing issues** somewhat cumbersome, but appreciate efforts to improve the process. - Users find the **integration difficult** , noting glitches and laborious processes when connecting with social media platforms. - Users experience **glitchy integration** with social media platforms in Marketing 360, making usage somewhat laborious. #### What Are Recent G2 Reviews of Marketing 360? **"[Hands on Digital Marketing Agency](https://www.g2.com/survey_responses/marketing-360-review-10705635)"** **Rating:** 5.0/5.0 stars *— Martin W.* [Read full review](https://www.g2.com/survey_responses/marketing-360-review-10705635) --- **"[Marketing Company I can count on to move our business forward.](https://www.g2.com/survey_responses/marketing-360-review-11293833)"** **Rating:** 5.0/5.0 stars *— Jeffrey L.* [Read full review](https://www.g2.com/survey_responses/marketing-360-review-11293833) --- #### What Are G2 Users Discussing About Marketing 360? - [What is Marketing 360 used for?](https://www.g2.com/discussions/what-is-marketing-360-used-for) - [What does Marketing 360 do?](https://www.g2.com/discussions/what-does-marketing-360-do) - [What software do marketing managers use?](https://www.g2.com/discussions/what-software-do-marketing-managers-use) - [Where is marketing 360 located?](https://www.g2.com/discussions/where-is-marketing-360-located) - 1 comment - [How much does marketing360 cost?](https://www.g2.com/discussions/how-much-does-marketing360-cost) - 1 comment ### 3. [Zilliant CPQ](https://www.g2.com/products/zilliant-cpq/reviews) In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing **Average Rating:** 4.8/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Zilliant CPQ?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Zilliant CPQ?** - **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant) - **Company Website:** https://www.zilliant.com - **Year Founded:** 1999 - **HQ Location:** Austin, TX - **Twitter:** @zilliant (3,351 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zilliant (174 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Mechanical or Industrial Engineering - **Company Size:** 47% Small-Business, 37% Enterprise #### What Are Zilliant CPQ's Pros and Cons? **Pros:** - Efficiency (2 reviews) - Product Management (2 reviews) - Customizability (1 reviews) - Ease of Use (1 reviews) - Easy Customization (1 reviews) **Cons:** - Slow Loading (2 reviews) - Slow Performance (2 reviews) ### What Do G2 Reviewers Say About Zilliant CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **efficiency** of Zilliant CPQ, enabling faster quote and order processing for a competitive edge. - Users value the **customization and integration capabilities** of Zilliant CPQ, enhancing efficiency and competitive advantage. - Users value the **customizability** of Zilliant CPQ, enhancing process efficiency and security through tailored solutions. - Users value the **ease of use** of Zilliant CPQ, allowing quick configuration and global pricing in minutes. - Users value the **easy customization** of Zilliant CPQ, enhancing workflows with tailored features and security options. **Cons:** - Users find the **slow loading** times frustrating, especially during complex operations that require efficiency. - Users find the **slow performance** during complex operations frustrating, impacting their overall efficiency with Zilliant CPQ. #### What Are Recent G2 Reviews of Zilliant CPQ? **"[Inmind Cloud is 5 star](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919)"** **Rating:** 5.0/5.0 stars *— Ian G.* [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919) --- **"[Able to create a Global Quoting platform integrating our specific needs](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859)"** **Rating:** 4.5/5.0 stars *— Russ M.* [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859) --- ### 4. [Floww.ai](https://www.g2.com/products/floww-ai/reviews) Floww.ai is an GenAI powered software suite enabling High Velocity sales for B2C & B2B2C businesses. Floww.ai’s integrated sales platform offers Sales Execution CRM, NoCode Instant Analytics, Marketing & Workflow Automations integrated with modern communication stack. Floww.ai's advanced Generative AI tools, Sales Co-Pliot and Analytics Co-Pliot, are enabling efficient & high quality sales approaches enabled with instant analytics and indepth-insights. Majority of the CRMs are built primarily for B2B use cases and fail to accommodate effectively for B2C and B2B2C businesses. The high velocity and volume of modern B2C sales, necessitates an integrated sales platform enabling agile sales management for swiftly adapting to dynamic market environments. **Average Rating:** 4.7/5.0 **Total Reviews:** 141 **How Do G2 Users Rate Floww.ai?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Floww.ai?** - **Seller:** [Floww.ai](https://www.g2.com/sellers/floww-ai) - **Year Founded:** 2023 - **HQ Location:** Hyderabad, Telangana - **Twitter:** @letsflowwai (90 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/flowwai/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Business Development Manager - **Top Industries:** Education Management, E-Learning - **Company Size:** 50% Enterprise, 37% Mid-Market #### What Are Floww.ai's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Helpful (2 reviews) - User-Friendly (2 reviews) - User Interface (2 reviews) - Easy Creation (1 reviews) **Cons:** - Performance Issues (2 reviews) - Technical Issues (2 reviews) - Lack of Guidance (1 reviews) - Learning Curve (1 reviews) - Slow Loading (1 reviews) ### What Do G2 Reviewers Say About Floww.ai? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Floww.ai, thanks to its intuitive UI that simplifies flow creation for everyone. - Users find the **helpful smart boards** in Floww.ai save time and enhance usability for their team’s needs. - Users love the **user-friendly interface** of Floww.ai, enabling seamless flow creation without technical skills. - Users love the **great user interface** of Floww.ai, making it easy for anyone to create flows effortlessly. - Users appreciate the **easy creation** feature of Floww.ai, enabling effortless flow creation without technical skills. **Cons:** - Users report occasional **performance issues** , including slow workflows and system hangs during stage changes. - Users experience **technical issues** such as slow workflows and system hangs, impacting their overall experience with Floww.ai. - Users experience **lack of guidance** , requiring additional tutorials to effectively utilize Floww.ai's features and resolve issues. - Users report a **steep learning curve** for Floww.ai, citing high loading times and a need for more tutorials. - Users face **slow loading times** when processing large data sets, making the experience frustrating and inefficient. #### What Are Recent G2 Reviews of Floww.ai? **"[Aanandhu's Insights](https://www.g2.com/survey_responses/floww-ai-review-8867880)"** **Rating:** 5.0/5.0 stars *— Anandhu K.* [Read full review](https://www.g2.com/survey_responses/floww-ai-review-8867880) --- **"[Versatile and Best UI](https://www.g2.com/survey_responses/floww-ai-review-10399393)"** **Rating:** 5.0/5.0 stars *— Suresh B.* [Read full review](https://www.g2.com/survey_responses/floww-ai-review-10399393) --- ### 5. [Klipy AI](https://www.g2.com/products/klipy-ai/reviews) Klipy is the AI sales agent for B2B teams who win deals on speed. Every conversation your team has - across email, calls, LinkedIn, WhatsApp, and Telegram - produces a drafted follow-up, an updated CRM record, and a queued next step in minutes. You approve. Nothing reaches a prospect without you. Thousands of sellers use Klipy to make sure they are always first to follow up, every time. ------------------------ Key features: - Your agent drafts it. You hit send. After every conversation, Klipy drafts the follow-up from what was actually said - names, commitments, next steps - and waits for your approval before anything goes out. - Set it in plain language. Tell your agent what to handle in a sentence: "After every meeting, draft a follow-up with next steps." No workflow builder. No flowchart. One instruction runs after every conversation. - CRM updated from the conversation, not from memory. Contact records, deal stages, and activity notes get populated from what was said - not what your rep remembered to type three days later. - Every channel, one agent. Klipy captures conversations across email, calls, LinkedIn, WhatsApp, and Telegram so your agent has the full picture of every deal, not just one channel. - Walk into every call prepared. Before each meeting, your agent pulls contact history, company news, prior conversation notes, and deal context into a brief ready for you to review. - Never let a deal go cold. When a deal goes quiet, your agent surfaces it and drafts a re-engagement before the prospect moves on. - Turn every win into more pipeline. When a deal closes, your agent finds lookalike accounts, researches their context, and drafts personalized outreach so the win generates the next opportunity. Getting started takes two minutes. Connect your email, set your first instruction in plain language, and your agent surfaces its first draft from your next conversation. No implementation. No agency. No setup fee. Free to start, no credit card required. ------------------------ Join thousands of sales teams across 56 countries already using Klipy to respond first, every time. See what your agent can do at klipy.ai **Average Rating:** 5.0/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Klipy AI?** - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Klipy AI?** - **Seller:** [Vire KLL Inc.](https://www.g2.com/sellers/vire-kll-inc) - **Year Founded:** 2024 - **HQ Location:** Delaware, US - **LinkedIn® Page:** https://linkedin.com/company/klipy (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 55% Mid-Market, 36% Enterprise #### What Are Klipy AI's Pros and Cons? **Pros:** - Organization Efficiency (5 reviews) - Seamless Integration (4 reviews) - Lead Management (3 reviews) - Task Management (3 reviews) - Customer Management (2 reviews) **Cons:** - Learning Curve (4 reviews) - Slow Loading (3 reviews) - Expensive (2 reviews) - Limited Customization (2 reviews) - Overwhelming Experience (2 reviews) ### What Do G2 Reviewers Say About Klipy AI? *AI-generated summary from verified user reviews* **Pros:** - Users value the **organization efficiency** of Klipy AI, greatly enhancing productivity and performance tracking for sales teams. - Users highlight the **seamless integration** of Klipy AI, enhancing performance tracking and collaboration across tools. - Users appreciate the **easy lead management** of Klipy AI, streamlining workflows and enhancing team performance remarkably. - Users appreciate the **task management capabilities** of Klipy AI, enhancing organization and productivity for their fast-paced teams. - Users value the **efficient customer engagement tools** of Klipy AI, enhancing interactions and improving service personalization. **Cons:** - Users find the **learning curve steep** with Klipy AI, which may overwhelm new users despite its powerful features. - Users note that Klipy AI has **slow loading** issues, especially with large datasets, affecting their overall experience. - Users find Klipy AI **expensive** , especially with add-ons, and report challenges with support and performance on large datasets. - Users note that Klipy AI has **limited customization** options, which can hinder personalization and user experience. - Users find the **experience overwhelming** due to the complexity and steep learning curve of Klipy AI features. #### What Are Recent G2 Reviews of Klipy AI? **"[Best Klipy CRM Software](https://www.g2.com/survey_responses/klipy-ai-review-10990061)"** **Rating:** 5.0/5.0 stars *— Emma J.* [Read full review](https://www.g2.com/survey_responses/klipy-ai-review-10990061) --- **"[A Powerful Tool with Room to Grow](https://www.g2.com/survey_responses/klipy-ai-review-11061011)"** **Rating:** 5.0/5.0 stars *— Kevin J.* [Read full review](https://www.g2.com/survey_responses/klipy-ai-review-11061011) --- ### 6. [Workbooks](https://www.g2.com/products/workbooks/reviews) Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price. **Average Rating:** 4.3/5.0 **Total Reviews:** 534 **How Do G2 Users Rate Workbooks?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Workbooks?** - **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks) - **Company Website:** https://www.Workbooks.com - **Year Founded:** 2009 - **HQ Location:** Reading, Berkshire - **Twitter:** @Workbooks (2,702 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/225937/ (65 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Managing Director, Director - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 60% Small-Business, 33% Mid-Market #### What Are Workbooks's Pros and Cons? **Pros:** - Ease of Use (16 reviews) - Reporting (8 reviews) - Customer Support (7 reviews) - Customization (7 reviews) - Feature Richness (7 reviews) **Cons:** - Learning Curve (8 reviews) - Limitations (6 reviews) - Limited Features (5 reviews) - Complex Features (4 reviews) - Limited Customization (4 reviews) ### What Do G2 Reviewers Say About Workbooks? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Workbooks, highlighting its intuitive interface for efficient customer interaction management. - Users value the **customizable reporting capabilities** of Workbooks, enhancing insights and streamlining performance monitoring. - Users praise the **fantastic customer support** from Workbooks, highlighting its responsiveness and problem-solving efficiency. - Users appreciate the **customization capabilities** of Workbooks, enabling tailored dashboards and reports that enhance decision-making. - Users value the **extensive customization options** in Workbooks, enhancing report creation and performance monitoring significantly. **Cons:** - Users find the **learning curve steep** , facing challenges with setup and navigation in Workbooks, requiring additional assistance. - Users experience **system slowdowns** and limited functions, especially as their company grows, impacting overall usability. - Users note the **limited features** of Workbooks, particularly when compared to competitors like Salesforce, affecting scalability. - Users find the **complex features** of Workbooks can be clunky and finicky, requiring additional assistance at times. - Users find the **limited customization options** of Workbooks hinder their ability to adapt the platform efficiently. #### What Are Recent G2 Reviews of Workbooks? **"[All-in-One CRM with Room for Modernization](https://www.g2.com/survey_responses/workbooks-review-12444760)"** **Rating:** 4.0/5.0 stars *— Tordsen A.* [Read full review](https://www.g2.com/survey_responses/workbooks-review-12444760) --- **"[CRM, projects, marketing, and reporting all in one flow](https://www.g2.com/survey_responses/workbooks-review-12403469)"** **Rating:** 5.0/5.0 stars *— Kumail R.* [Read full review](https://www.g2.com/survey_responses/workbooks-review-12403469) --- #### What Are G2 Users Discussing About Workbooks? - [What is Workbooks used for?](https://www.g2.com/discussions/what-is-workbooks-used-for) - 1 comment ### 7. [Bitrix24](https://www.g2.com/products/bitrix24/reviews) Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant CoPilot helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place. **Average Rating:** 4.1/5.0 **Total Reviews:** 575 **How Do G2 Users Rate Bitrix24?** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Bitrix24?** - **Seller:** [Bitrix24](https://www.g2.com/sellers/bitrix24) - **Company Website:** https://www.bitrix24.com/ - **Year Founded:** 1998 - **HQ Location:** Alexandria, Virginia - **LinkedIn® Page:** https://www.linkedin.com/company/8812020/ (260 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Marketing Manager, Project Manager - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 55% Small-Business, 35% Mid-Market #### What Are Bitrix24's Pros and Cons? **Pros:** - Ease of Use (22 reviews) - Team Collaboration (21 reviews) - Communication (17 reviews) - Features (16 reviews) - Intuitive (14 reviews) **Cons:** - Learning Curve (10 reviews) - Performance Issues (9 reviews) - Lacking Features (8 reviews) - Not User-Friendly (8 reviews) - Slow Performance (8 reviews) ### What Do G2 Reviewers Say About Bitrix24? *AI-generated summary from verified user reviews* **Pros:** - Users find Bitrix24 easy to use, appreciating its **user-friendly features** that enhance business processes and collaboration. - Users value the **team collaboration tools** in Bitrix24, enhancing communication and streamlining business processes effortlessly. - Users value the **effective communication** capabilities of Bitrix24, enhancing collaboration and improving customer interactions. - Users praise the **versatile features** of Bitrix24, enhancing organization, sales, and customer experience effortlessly. - Users value the **intuitive design** of Bitrix24, simplifying collaboration and enhancing customer relationship management effortlessly. **Cons:** - New users often face a **steep learning curve** with Bitrix24, requiring time or training to become productive. - Users report **performance issues** with Bitrix24, citing lag and slowdowns that hinder productivity and workflow efficiency. - Users criticize Bitrix24 for **lacking essential features** in Standard plans, impacting functionality for small teams. - Users find Bitrix24 **not user-friendly** , often struggling to locate tools and navigate its complex interface. - Users report **slow performance** of Bitrix24, particularly when handling large or complex workflows, impacting productivity. #### What Are Recent G2 Reviews of Bitrix24? **"[Straightforward, Turnkey CRM with Everything We Need. Has a free version!](https://www.g2.com/survey_responses/bitrix24-review-12708521)"** **Rating:** 4.5/5.0 stars *— Luis P.* [Read full review](https://www.g2.com/survey_responses/bitrix24-review-12708521) --- **"[Fast, Flexible Indiamart-to-Bitrix24 Automation with Excellent Support](https://www.g2.com/survey_responses/bitrix24-review-12592514)"** **Rating:** 5.0/5.0 stars *— Ajay P.* [Read full review](https://www.g2.com/survey_responses/bitrix24-review-12592514) --- #### What Are G2 Users Discussing About Bitrix24? - [What is Bitrix24 used for?](https://www.g2.com/discussions/what-is-bitrix24-used-for) - 2 comments - [What is CRM for Nonprofits by Bitrix24 used for?](https://www.g2.com/discussions/what-is-crm-for-nonprofits-by-bitrix24-used-for) - [How does bitrix24 make money?](https://www.g2.com/discussions/how-does-bitrix24-make-money) - 2 comments - [Is bitrix24 really free?](https://www.g2.com/discussions/is-bitrix24-really-free) - 2 comments, 1 upvote - [Is bitrix24 any good?](https://www.g2.com/discussions/is-bitrix24-any-good) - 1 comment, 1 upvote ### 8. [Lime Go](https://www.g2.com/products/lime-go/reviews) Lime Go is an intelligent AI- and data-driven CRM for growing B2B businesses or sales teams. Ideal for overseeing the entire sales process, from prospecting and lead nurturing to closing deals. Get access to a collaborative platform to make data-driven decisions and grow your customer base. Lime Go comes loaded with company data from Dun & Bradstreet and a range of features, making it easy to find new customers that are a perfect match for you. With Lime Go, it’s quick and easy to get an overview of your potential market. With a visual and adjustable sales pipeline, you have control of the entire process, and all data is stored in one place. Add reminders, notes, and ‘next steps’, to work methodically to close the deal. Utilize our intelligent AI features to encourage proactive behavior and keep track of your leads, deals, and upsells. Visual outcomes give you a quick overview of your and your team’s performance based on your respective targets. In addition, forecasts in Lime Go help you deliver even more sales volumes and allow you to constantly adjust any imbalances in your sales pipeline. **Average Rating:** 4.4/5.0 **Total Reviews:** 16 **How Do G2 Users Rate Lime Go?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 5.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Lime Go?** - **Seller:** [Lime Technologies](https://www.g2.com/sellers/lime-technologies) - **Year Founded:** 1990 - **HQ Location:** Lund, Skane - **LinkedIn® Page:** https://www.linkedin.com/company/limetechnologies/ (422 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 94% Small-Business, 6% Mid-Market #### What Are Lime Go's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Lead Management (1 reviews) - Time Efficiency (1 reviews) **Cons:** - Limited Features (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About Lime Go? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Lime Go, making sales prospecting and lead management simple and efficient. - Users find the **ease of use for lead management** in Lime Go enhances their sales prospecting efficiency significantly. - Users value the **time efficiency** of Lime Go, finding it easy to manage leads and track interactions swiftly. **Cons:** - Users find the **limited features** of Lime Go restrict their CRM capabilities and incur additional costs for extras. - Users find **missing features** like advanced CRM tools and additional charges for essential functionalities frustrating. #### What Are Recent G2 Reviews of Lime Go? **"[Simple, Sharp, and Sales-Focused—But Is It Enough?](https://www.g2.com/survey_responses/lime-go-review-11325899)"** **Rating:** 4.5/5.0 stars *— Ashley W.* [Read full review](https://www.g2.com/survey_responses/lime-go-review-11325899) --- **"[About Lime Go](https://www.g2.com/survey_responses/lime-go-review-8995686)"** **Rating:** 5.0/5.0 stars *— JAINAM D.* [Read full review](https://www.g2.com/survey_responses/lime-go-review-8995686) --- #### What Are G2 Users Discussing About Lime Go? - [What is Lime Go used for?](https://www.g2.com/discussions/what-is-lime-go-used-for) ### 9. [noCRM.io](https://www.g2.com/products/nocrm-io/reviews) Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster. **Average Rating:** 4.7/5.0 **Total Reviews:** 110 **How Do G2 Users Rate noCRM.io?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind noCRM.io?** - **Seller:** [Positive Group Sales Solutions](https://www.g2.com/sellers/positive-group-sales-solutions) - **Year Founded:** 2008 - **HQ Location:** Paris, France - **Twitter:** @yoolink (4,628 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/233834/ (10 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 87% Small-Business, 8% Mid-Market #### What Are noCRM.io's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Simplicity (6 reviews) - Lead Management (3 reviews) - Easy Customization (2 reviews) - Easy Integration (2 reviews) **Cons:** - Missing Features (5 reviews) - Limited Customization (3 reviews) - Limited Features (3 reviews) - Bugs (1 reviews) - Call Issues (1 reviews) ### What Do G2 Reviewers Say About noCRM.io? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of noCRM.io, appreciating its clean interface and straightforward lead management features. - Users appreciate the **simplicity** of noCRM.io, finding it easy to manage leads and notes on one screen. - Users appreciate the **clear and efficient lead management** of noCRM.io, optimizing their sales process and organization. - Users enjoy the **easy customization** of noCRM.io, streamlining their sales process and focusing on crucial actions. - Users love the **easy integration** of noCRM.io, streamlining their sales processes with seamless tool connectivity. **Cons:** - Users find the **missing features** of noCRM.io frustrating, particularly regarding data tracking and manual setup inefficiencies. - Users desire **more customization options** for reports and dashboards, which limits flexibility for specific needs. - Users express frustration with **limited features** in noCRM.io, particularly regarding automation and reporting capabilities. - Users experience **bugs with localization and syncing issues** in the noCRM.io mobile app, impacting usability and efficiency. - Users face **call issues** with noCRM.io, as the lack of direct phone connection hampers their communication efficiency. #### What Are Recent G2 Reviews of noCRM.io? **"[Simple, Intuitive Lead Management That Keeps Sales Organized](https://www.g2.com/survey_responses/nocrm-io-review-12996079)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/nocrm-io-review-12996079) --- **"[Efficient and User-Friendly, But Lack of Customization Options](https://www.g2.com/survey_responses/nocrm-io-review-12930302)"** **Rating:** 4.0/5.0 stars *— Luis A.* [Read full review](https://www.g2.com/survey_responses/nocrm-io-review-12930302) --- #### What Are G2 Users Discussing About noCRM.io? - [How do you leverage noCRM.io in your lead management, and what do you like most about it?](https://www.g2.com/discussions/how-do-you-leverage-nocrm-io-in-your-lead-management-and-what-do-you-like-most-about-it) - [What is noCRM.io used for?](https://www.g2.com/discussions/what-is-nocrm-io-used-for) ### 10. [Mothernode](https://www.g2.com/products/mothernode/reviews) Mothernode CRM is an all-in-one CRM that combines rich features and efficiency often found in more expensive CRM software. Increase productivity and revenue with timesaving features that focus on customer management, salesforce automation, and marketing automation. Specifically designed for businesses looking to get organized and grow, Mothernode is the only CRM to offer expansion modules like sales orders, purchase orders, invoicing, quotes and more, enabling the software to offer more capabilities as your business needs expand, delivering a one-stop solution for all your CRM needs. Your sales team, account managers and customer service team will love how easy this software is to adopt and use. The intuitive application delivers all your client's activities and history in one simple interface. Based in the cloud, Mothernode CRM is accessible from any computer or mobile device, anywhere in the world with an Internet connection. Mothernode CRM supports management and their sales and customer service teams with detailed reporting about the history of client communications and current activity. Analyzing the data from your customer contact history can help guide your marketing team in creating specialized marketing messages for segments of your clientele, resulting in greater collaboration between the various departments of your organization. This increased collaboration results in a more consistent customer experience across all channels, helping to build brand loyalty and increase customer retention. Mothernode CRM also integrates with a number of popular software applications, including GMail and Outlook. Outlook integration allows you to synchronize your calendars and contacts so you can stay organized and on top of all your important activity. Integration with Quickbooks allows you to monitor spending and revenue from your sales, customer service, and marketing departments and export that data directly into your accounting software. With all of the time and effort saved through using Mothernode CRM, you can focus more on developing big-picture strategies for growing and developing your business. **Average Rating:** 4.5/5.0 **Total Reviews:** 40 **How Do G2 Users Rate Mothernode?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Mothernode?** - **Seller:** [Mothernode](https://www.g2.com/sellers/mothernode) - **Year Founded:** 2009 - **HQ Location:** Irving, TX - **Twitter:** @Mothernode (267 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/693754/ (13 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Architecture & Planning, Construction - **Company Size:** 50% Small-Business, 48% Mid-Market #### What Are Recent G2 Reviews of Mothernode? **"[An all-in-one platform to carry out your CRM operations effectively.](https://www.g2.com/survey_responses/mothernode-review-4506667)"** **Rating:** 4.0/5.0 stars *— Verified User in Automotive* [Read full review](https://www.g2.com/survey_responses/mothernode-review-4506667) --- **"[Adaptive Software - Grows Alongside Your Team](https://www.g2.com/survey_responses/mothernode-review-3814810)"** **Rating:** 5.0/5.0 stars *— Jessica W.* [Read full review](https://www.g2.com/survey_responses/mothernode-review-3814810) --- #### What Are G2 Users Discussing About Mothernode? - [What is Mothernode used for?](https://www.g2.com/discussions/what-is-mothernode-used-for) ### 11. [Act!](https://www.g2.com/products/act/reviews) Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes AI-History Summary, Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Payments, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. **Average Rating:** 3.9/5.0 **Total Reviews:** 503 **How Do G2 Users Rate Act!?** - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Act!?** - **Seller:** [Act!](https://www.g2.com/sellers/act) - **Company Website:** https://www.act.com/ - **Year Founded:** 1987 - **HQ Location:** Scottsdale, AZ - **Twitter:** @ActCRM (5,296 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/77772/ (217 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Financial Services, Marketing and Advertising - **Company Size:** 78% Small-Business, 17% Mid-Market #### What Are Act!'s Pros and Cons? **Pros:** - Ease of Use (31 reviews) - Customer Management (21 reviews) - Customer Support (18 reviews) - Contact Management (15 reviews) - Organization Efficiency (14 reviews) **Cons:** - Integration Issues (13 reviews) - Missing Features (13 reviews) - Learning Curve (11 reviews) - Not User-Friendly (9 reviews) - Not Intuitive (6 reviews) ### What Do G2 Reviewers Say About Act!? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Act!, making organization and task management seamless and efficient. - Users appreciate the **effective customer management** in Act!, streamlining access to organized data and enhancing communication. - Users praise the **responsive customer support** of Act!, making setup and troubleshooting a breeze. - Users value the **intuitive and efficient contact management** of Act!, enhancing workflow and organization seamlessly. - Users appreciate the **organization efficiency** of Act!, enhancing their database management and contact categorization significantly. **Cons:** - Users face significant **integration issues** with Act!, struggling to connect with other tools and maintain stability. - Users find **missing features** in Act!, including a lack of mobile apps and complicated reporting tools. - Users find the **learning curve steep** , as the outdated interface complicates navigation and effective use of Act!. - Users find Act! to have an **outdated and complex interface** , complicating setup and usability significantly. - Users find Act! to have a **non-intuitive interface** , making navigation and setup challenging and frustrating. #### What Are Recent G2 Reviews of Act!? **"[Good Visibility Across Contacts, Activities, and Follow-Ups](https://www.g2.com/survey_responses/act-review-12945733)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/act-review-12945733) --- **"[Managing contacts, opportunities, and follow-ups with the right context](https://www.g2.com/survey_responses/act-review-13108958)"** **Rating:** 4.5/5.0 stars *— Omar S.* [Read full review](https://www.g2.com/survey_responses/act-review-13108958) --- #### What Are G2 Users Discussing About Act!? - [What is Act! used for?](https://www.g2.com/discussions/what-is-act-used-for) ### 12. [Prospect CRM](https://www.g2.com/products/prospect-crm/reviews) Prospect, the #1 Stock-Aware CRM, is perfect for growing Wholesale, Distributor and Manufacturing businesses. Sell more, in less time, every time - with Prospect CRM! As part of the ERP division at The Access Group, Prospect CRM is delivered to more than 5,000 SME users worldwide. Stock-Aware CRM combines the best of traditional CRM – Marketing, Sales Pipelines and Customer Service Management – with the reality of selling B2B products – quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking...to ensure your sales and service teams are fully Stock-Aware. **Average Rating:** 4.6/5.0 **Total Reviews:** 97 **How Do G2 Users Rate Prospect CRM?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Prospect CRM?** - **Seller:** [ProspectSoft](https://www.g2.com/sellers/prospectsoft) - **Year Founded:** 2000 - **HQ Location:** Loughborough, GB - **LinkedIn® Page:** https://www.linkedin.com/company/128923/ (20 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Wholesale, Food Production - **Company Size:** 78% Small-Business, 18% Mid-Market #### What Are Prospect CRM's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Easy Setup (2 reviews) - Efficiency (2 reviews) - Feature Richness (2 reviews) - Organization Efficiency (2 reviews) **Cons:** - Integration Issues (3 reviews) - Missing Features (3 reviews) - Sales (2 reviews) - Connectivity Issues (1 reviews) - Feature Issues (1 reviews) ### What Do G2 Reviewers Say About Prospect CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Prospect CRM, simplifying database management and streamlining work processes efficiently. - Users appreciate the **easy setup** , which simplifies report generation and streamlines departmental workflow effectively. - Users value the **efficiency** of Prospect CRM, which streamlines report generation and supports smooth departmental operations. - Users value the **comprehensive features** of Prospect CRM, appreciating customizable workflows and insightful sales reporting. - Users value the **organization efficiency** of Prospect CRM, making report generation and workflow smoother than ever. **Cons:** - Users face significant **integration issues** with Prospect CRM, leading to frustration and unmet service expectations. - Users express frustration over **missing features** in Prospect CRM, including inadequate B2C capabilities and poor integration options. - Users are frustrated with the **sales promises not matching actual service** , leading to a disappointing experience with Prospect CRM. - Users face **connectivity issues** with Prospect CRM, struggling with integration and poor syncing with other platforms. - Users report significant **feature issues** with Prospect CRM, including poor B2C capabilities and problematic integrations. #### What Are Recent G2 Reviews of Prospect CRM? **"[Keeping Tasks, Activities, and Follow-Ups Better Organized](https://www.g2.com/survey_responses/prospect-crm-review-12896270)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/prospect-crm-review-12896270) --- **"[Streamlines B2B Sales with Strong German Market Fit](https://www.g2.com/survey_responses/prospect-crm-review-12503853)"** **Rating:** 4.0/5.0 stars *— Darcus B.* [Read full review](https://www.g2.com/survey_responses/prospect-crm-review-12503853) --- #### What Are G2 Users Discussing About Prospect CRM? - [What is Prospect CRM used for?](https://www.g2.com/discussions/what-is-prospect-crm-used-for) - [How much does workflow max cost?](https://www.g2.com/discussions/how-much-does-workflow-max-cost) - [What is a CRM tracking system?](https://www.g2.com/discussions/what-is-a-crm-tracking-system) - [What is the best free CRM software?](https://www.g2.com/discussions/what-is-the-best-free-crm-software) - [What are the features of CRM software?](https://www.g2.com/discussions/prospect-crm-what-are-the-features-of-crm-software) ### 13. [Relenta CRM](https://www.g2.com/products/relenta-crm/reviews) Email-based CRM for small teams to manage a large number of customer interactions. **Average Rating:** 4.9/5.0 **Total Reviews:** 20 **How Do G2 Users Rate Relenta CRM?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Relenta CRM?** - **Seller:** [Relenta CRM](https://www.g2.com/sellers/relenta-crm) - **HQ Location:** Miami, FL - **Twitter:** @relenta (415 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 86% Small-Business, 14% Mid-Market #### What Are Recent G2 Reviews of Relenta CRM? **"[Simple solution for a small asset management company](https://www.g2.com/survey_responses/relenta-crm-review-4141090)"** **Rating:** 5.0/5.0 stars *— Melanie P.* [Read full review](https://www.g2.com/survey_responses/relenta-crm-review-4141090) --- **"[It is avgreat CRM softwear.](https://www.g2.com/survey_responses/relenta-crm-review-4558685)"** **Rating:** 5.0/5.0 stars *— Jessica M.* [Read full review](https://www.g2.com/survey_responses/relenta-crm-review-4558685) --- #### What Are G2 Users Discussing About Relenta CRM? - [What is Relenta CRM used for?](https://www.g2.com/discussions/what-is-relenta-crm-used-for) ### 14. [aCloud CRM](https://www.g2.com/products/acloud-crm/reviews) aCloud CRM is a cloud based customer relationship management tool that allow user to leverage customer data to improve relations and accelerate sales cycles; anywhere, anytime, offering accurate pipeline and order forecasting to visualise KPIs, the ability to equip sales team with campaign and opportunity insights, empower customers with straightforward self-service and keep in touch while on the move with a dedicated mobile app. **Average Rating:** 4.4/5.0 **Total Reviews:** 11 **How Do G2 Users Rate aCloud CRM?** - **Workflow Capability:** 9.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind aCloud CRM?** - **Seller:** [The Access Group](https://www.g2.com/sellers/the-access-group-c8efff47-00e5-4546-a552-82de6e4cb43b) - **Year Founded:** 1991 - **HQ Location:** Loughborough, Leicestershire - **Twitter:** @theaccessgroup (4,212 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/403139/ (7,362 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 82% Mid-Market, 18% Enterprise #### What Are Recent G2 Reviews of aCloud CRM? **"[aCloud CRM - Makes work life easy](https://www.g2.com/survey_responses/acloud-crm-review-9707841)"** **Rating:** 4.0/5.0 stars *— Nikita D.* [Read full review](https://www.g2.com/survey_responses/acloud-crm-review-9707841) --- **"[User Friendly Software](https://www.g2.com/survey_responses/acloud-crm-review-9487176)"** **Rating:** 4.0/5.0 stars *— Rahul G.* [Read full review](https://www.g2.com/survey_responses/acloud-crm-review-9487176) --- #### What Are G2 Users Discussing About aCloud CRM? - [What is aCloud CRM used for?](https://www.g2.com/discussions/what-is-acloud-crm-used-for) ### 15. [BenchmarkONE](https://www.g2.com/products/benchmarkone/reviews) Our all-in-one sales and marketing platform combines email marketing, CRM, and marketing automation to turn emails into conversations, website visitors into handshakes, and customers into raving fans. We also provide marketing agencies with an alternative solution for their small business clients. Find more revenue in your sales pipeline and prevent opportunities from falling through the cracks. Learn more with a free 15-minute discovery call today. **Average Rating:** 4.5/5.0 **Total Reviews:** 178 **How Do G2 Users Rate BenchmarkONE?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind BenchmarkONE?** - **Seller:** [Polaris Software](https://www.g2.com/sellers/polaris-software) - **Year Founded:** 2004 - **HQ Location:** St. Louis, MO - **Twitter:** @BenchmarkEmail (17,267 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/834284/ (117 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 80% Small-Business, 15% Mid-Market #### What Are BenchmarkONE's Pros and Cons? **Pros:** - Contact Management (1 reviews) - Customer Management (1 reviews) - Ease of Use (1 reviews) - Easy Access (1 reviews) - Easy Setup (1 reviews) **Cons:** - Call Issues (1 reviews) - Email Issues (1 reviews) - Unreliable Deliverability (1 reviews) ### What Do G2 Reviewers Say About BenchmarkONE? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use in tracking contacts** with BenchmarkONE, making it a favorable product for management. - Users find that **BenchmarkONE excels in customer management** , greatly enhancing lead nurturing and operational efficiency. - Users find BenchmarkONE to be **easy to use** , facilitating smooth transitions and effective operation management. - Users find BenchmarkONE offers **easy access** , contributing to smooth transitions and efficient management of customer relationships. - Users value the **easy setup** of BenchmarkONE, which ensures a smooth transition for their business operations. **Cons:** - Users experience **call issues** with BenchmarkONE, leading to emails and phone lines often flagged as spam. - Users report **email delivery issues** with BenchmarkONE, leading to emails frequently ending up in spam folders. - Users report **unreliable deliverability** with BenchmarkONE, causing emails to frequently end up in spam. #### What Are Recent G2 Reviews of BenchmarkONE? **"[BenchmarkONE: User-Friendly All-in-One CRM & Marketing Automation with Great Support](https://www.g2.com/survey_responses/benchmarkone-review-12825567)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/benchmarkone-review-12825567) --- **"[User Friendly](https://www.g2.com/survey_responses/benchmarkone-review-8856093)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Services* [Read full review](https://www.g2.com/survey_responses/benchmarkone-review-8856093) --- #### What Are G2 Users Discussing About BenchmarkONE? - [What is BenchmarkONE used for?](https://www.g2.com/discussions/what-is-benchmarkone-used-for) ### 16. [1Channel](https://www.g2.com/products/1channel/reviews) 1Channel is a comprehensive platform designed to empower businesses with next-gen automation across sales, distribution, and customer engagement. Trusted by companies in 40+ countries, we deliver measurable outcomes through our suite of solutions: Sales Force Automation (SFA), Field CRM, Channel and Influencer Loyalty, and Retail Merchandising Execution. Clients trust 1Channel not just for software, but for solving real business problems with data-driven insights, innovative technology, and reliable support. From organizing field force operations to strengthening channel partnerships and ensuring flawless retail execution, we help brands achieve growth with efficiency and clarity. What makes 1Channel stand apart is its nimbleness, adaptability, and responsiveness. Our solutions are configurable to diverse business models, offering configurations without unnecessary complexity. With AI-powered tools, intuitive dashboards, and timely support, we enable organizations to transform processes, drive loyalty, and maximize ROI. More than a technology provider, 1Channel is a partner committed to delivering on promises including high-quality execution, on-time delivery, and an eager-to-help culture. Businesses rely on us for growth, reliability, and a fair return on every investment they make. **Average Rating:** 4.8/5.0 **Total Reviews:** 64 **How Do G2 Users Rate 1Channel?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10) **Who Is the Company Behind 1Channel?** - **Seller:** [1Channel](https://www.g2.com/sellers/1channel) - **Year Founded:** 2006 - **HQ Location:** Gurgaon/Gurugram, Haryana - **Twitter:** @AssistiveCRM (9 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1channeltechstack/ (66 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Retail - **Company Size:** 60% Mid-Market, 22% Enterprise #### What Are Recent G2 Reviews of 1Channel? **"[Offline Mode and Live Dashboard Deliver Powerful Real-Time Field Intelligence](https://www.g2.com/survey_responses/1channel-review-12701261)"** **Rating:** 5.0/5.0 stars *— Marcio B.* [Read full review](https://www.g2.com/survey_responses/1channel-review-12701261) --- **"[Reliable tool for field force tracking and daily reporting](https://www.g2.com/survey_responses/1channel-review-12521008)"** **Rating:** 4.0/5.0 stars *— Vidur S.* [Read full review](https://www.g2.com/survey_responses/1channel-review-12521008) --- ### 17. [webCRM](https://www.g2.com/products/webcrm/reviews) Increase revenue, nurture customer relationships, and analyse your performance with our award-winning CRM platform. webCRM is flexible and customisable based on your business needs. The best part? Get up and running faster than ever. The founders of webCRM decided to create their own CRM system, as they considered the systems on the market to be overly complicated. Therefore, you can now choose a cloud-based CRM system that provides a complete overview and makes it simple to follow up with your clients. That’s webCRM. Our mission remains unchanged - a truly good CRM system is an uncomplicated tool that makes every workday easier. Let your team take care of the customers, and webCRM will handle everything else. **Average Rating:** 4.5/5.0 **Total Reviews:** 10 **How Do G2 Users Rate webCRM?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10) **Who Is the Company Behind webCRM?** - **Seller:** [webCRM](https://www.g2.com/sellers/webcrm) - **Year Founded:** 2002 - **HQ Location:** København Ø, DK - **LinkedIn® Page:** https://www.linkedin.com/company/2686093 (15 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business, 40% Mid-Market #### What Are webCRM's Pros and Cons? **Pros:** - Lead Management (4 reviews) - Task Management (4 reviews) - Ease of Use (3 reviews) - Easy Navigation (3 reviews) - User-Friendly (3 reviews) **Cons:** - Learning Curve (3 reviews) - Expensive (2 reviews) - Feature Issues (1 reviews) - Filter Issues (1 reviews) - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About webCRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **clarity and structure** webCRM brings to lead management, ensuring efficient tracking and accountability. - Users value the **quick setup and user-friendly interface** of webCRM, facilitating efficient sales management for teams. - Users appreciate the **ease of use** of webCRM, enjoying clarity and organization in managing customer relationships effortlessly. - Users love the **easy navigation** of webCRM, making it user-friendly for both technical and non-technical individuals. - Users appreciate the **user-friendly interface** of webCRM, making it accessible for both technical and non-technical individuals. **Cons:** - Users find the **learning curve steep** in webCRM, as advanced features can be overwhelming and time-consuming to master. - Users find the **ongoing subscription costs** of webCRM to be a burden, especially for small teams. - Users find the **overwhelming feature set** of webCRM initially challenging and require time to navigate effectively. - Users find the **filter issues** in webCRM daunting, as they can complicate data navigation and slow down productivity. - Users find **integration issues** with webCRM, requiring additional tools for seamless data management and functionality. #### What Are Recent G2 Reviews of webCRM? **"[Streamlined Lead Management, Powerful CRM](https://www.g2.com/survey_responses/webcrm-review-12291430)"** **Rating:** 4.5/5.0 stars *— Bianca D.* [Read full review](https://www.g2.com/survey_responses/webcrm-review-12291430) --- **"[Excellent, No-Nonsense CRM for a Growing Agency](https://www.g2.com/survey_responses/webcrm-review-11145696)"** **Rating:** 4.0/5.0 stars *— Ritesh K.* [Read full review](https://www.g2.com/survey_responses/webcrm-review-11145696) --- #### What Are G2 Users Discussing About webCRM? - [What is webCRM used for?](https://www.g2.com/discussions/what-is-webcrm-used-for) ### 18. [Salesboom](https://www.g2.com/products/salesboom/reviews) Work harder and Smarter with Salesboom Cloud Sales & CRM. 20 years as a pioneer and value-leading Cloud CRM and Sales Automation software-as-a-Service vendor. Customer Database Sales Pipeline Management Leads, Contacts, Accounts, Opportunities, Campaigns, Quotes Real-time alerts Sales Scripts Outlook to CRM and GMail to CRM Lead, Account & Opportunity Scoring Drip Campaigns Workflow Customizable Reports, Analytics & Dashboards Customizable Web Forms Surveys Mobile Sales Apps for iOS & Android API and Integrations with Zapier, Quickbooks, Twilio, Stripe, and many more. We make Sales better, with easy-to-use, yet fully customizable, point-and-click Cloud Solutions for Sales that keep you up-to-date with real-time customer information. You get a system built for you. We configure the CRM, roll out, and train users with our in-house professional services. We also build customization and integrations for you. New Mobile apps for iOS and Android. Create contacts and save e-mails to your Contacts, from your e-mail account, with new e-mail plug-ins for Microsoft 365 Outlook and Gmail. We unify all your Sales, marketing, customer service, Quote to Cash, all in one easy platform that is pre-integrated and fully customizable by business users with no-code, point-and-click ease. Perfect for Small to Medium-Sized Businesses and large enterprises alike. Sign up for a free trial today at www.salesboom.com or email sales@salesboom.com or call 617-600-7989 **Average Rating:** 4.5/5.0 **Total Reviews:** 22 **How Do G2 Users Rate Salesboom?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Salesboom?** - **Seller:** [Salesboom.com](https://www.g2.com/sellers/salesboom-com) - **Year Founded:** 2002 - **HQ Location:** Halifax, Nova Scotia - **Twitter:** @SalesboomCloud (2,905 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/147454/ (30 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 58% Small-Business, 25% Mid-Market #### What Are Recent G2 Reviews of Salesboom? **"[A brilliant software to comprehend with B2B and B2C communication.](https://www.g2.com/survey_responses/salesboom-review-4305681)"** **Rating:** 4.5/5.0 stars *— Justin W.* [Read full review](https://www.g2.com/survey_responses/salesboom-review-4305681) --- **"[Brilliant software for all types of commercial utilization.](https://www.g2.com/survey_responses/salesboom-review-4296546)"** **Rating:** 4.5/5.0 stars *— Simone L.* [Read full review](https://www.g2.com/survey_responses/salesboom-review-4296546) --- #### What Are G2 Users Discussing About Salesboom? - [What is Salesboom used for?](https://www.g2.com/discussions/what-is-salesboom-used-for) ### 19. [OroCommerce](https://www.g2.com/products/orocommerce/reviews) OroCommerce is a leading AI-enabled B2B eCommerce platform purpose-built to meet the complex needs of manufacturers and distributors. It unifies eCommerce, CRM, CPQ, CMS, DAM, Marketplace, and AI productivity capabilities into a single, cost-efficient solution, covered under one license, with no additional fees for adding websites, warehouses, organizations, or locations. Every essential B2B feature is delivered natively out of the box: corporate account hierarchies for both buyers and sellers, personalized B2B customer portals, CPQ functionality, support for multiple units of measurement, a powerful rule-based pricing engine, automated workflows, and built-in AI tools designed specifically for B2B use cases. The AI capabilities provide immediate operational gains, automating routine tasks, improving data quality, and enabling teams to make better-informed decisions from day one. OroCommerce is built for secure AI adoption at scale. Its structured data model, granular roles and permissions, and workflow controls create guardrails that allow organizations to deploy AI responsibly while maintaining full visibility and control. The platform’s flexible architecture supports the expansion of AI-driven capabilities over time, without compromising security, performance, or compliance. Designed for connectivity and flexibility, OroCommerce includes pre-built integrations with leading CRMs, ERPs, PIMs, and other business-critical systems, ensuring fast implementation and minimal IT overhead. At the same time, it avoids vendor lock-in by giving you the freedom to connect with any external system of your choice. A comprehensive set of front-end and back-end APIs supports deep customization while keeping complexity manageable. By consolidating multiple tools into one powerful platform, OroCommerce streamlines IT infrastructure, shortens time to market, and maximizes ROI through its one platform, one license model. Merchants gain true differentiation power through a flexible architecture that adapts to their unique processes while providing a secure foundation for long-term innovation. Best suited for mid-sized to large manufacturers and distributors in North America and EMEA, OroCommerce is ideal for businesses that: - Grow through acquisition and manage multiple brands under one roof. - Operate across diverse locations and markets. - Rely on complex, personalized sales processes and approval workflows. Recognized by industry analysts and trusted by over 150 B2B enterprise customers, OroCommerce continues to lead the market: - Recognized by Gartner in “Magic Quadrant for Digital Commerce” for five consecutive years. - Leader in IDC MarketScape’s B2B Digital Commerce for Midmarket Growth. Founded by seasoned eCommerce leaders Yoav Kutner, Dima Soroka, Jary Carter, and Roy Rubin, OroCommerce is more than a commerce platform. It is a secure, enterprise-grade foundation for organizations that want to operationalize AI, support complex selling models, and scale with confidence in an increasingly digital B2B landscape. **Average Rating:** 4.3/5.0 **Total Reviews:** 33 **How Do G2 Users Rate OroCommerce?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind OroCommerce?** - **Seller:** [Oro, Inc](https://www.g2.com/sellers/oro-inc) - **Year Founded:** 2012 - **HQ Location:** Los Angeles, CA - **Twitter:** @OroCommerce (2,807 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3522756/ (123 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 46% Mid-Market, 46% Small-Business #### What Are OroCommerce's Pros and Cons? **Pros:** - B2B (1 reviews) - Customer Service (1 reviews) - Customer Support (1 reviews) - Customizability (1 reviews) - Ease of Use (1 reviews) **Cons:** - Learning Curve (1 reviews) - Limited Customization (1 reviews) - Onboarding Challenges (1 reviews) ### What Do G2 Reviewers Say About OroCommerce? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **thoughtful B2B design** of OroCommerce, highlighting its flexibility and robust feature set for businesses. - Users appreciate the **reliable customer service** from OroCommerce, ensuring help and documentation are always accessible. - Users appreciate the **solid customer support** from the Oro team and community, ensuring help is always available. - Users appreciate the **flexibility and customizability** of OroCommerce, allowing seamless integration with various systems for B2B needs. - Users value the **intuitive interface** of OroCommerce, making navigation and workflow management seamless after initial use. **Cons:** - Users find the **learning curve steep** , challenging for non-technical teams during onboarding despite OroCommerce's powerful features. - Users find **limited customization** challenging during the onboarding process, especially for those without technical expertise. - Users find the **onboarding challenges** in OroCommerce daunting, especially due to its complex features and setup requirements. #### What Are Recent G2 Reviews of OroCommerce? **"[Powerful and Flexible B2B Platform That Grows With Your Business](https://www.g2.com/survey_responses/orocommerce-review-11920278)"** **Rating:** 5.0/5.0 stars *— Mohit P.* [Read full review](https://www.g2.com/survey_responses/orocommerce-review-11920278) --- **"[Excellent product for Medium size business best ecommerce product](https://www.g2.com/survey_responses/orocommerce-review-10428944)"** **Rating:** 5.0/5.0 stars *— Roushan K.* [Read full review](https://www.g2.com/survey_responses/orocommerce-review-10428944) --- #### What Are G2 Users Discussing About OroCommerce? - [What is OroCRM used for?](https://www.g2.com/discussions/what-is-orocrm-used-for) - [What is the best B2B platform?](https://www.g2.com/discussions/what-is-the-best-b2b-platform) - [What is Oro platform?](https://www.g2.com/discussions/what-is-oro-platform) - [What is OroCommerce?](https://www.g2.com/discussions/what-is-orocommerce) ### 20. [crmConnect](https://www.g2.com/products/crmconnect/reviews) CRM Connect is an all-in-one sales and marketing automation platform designed to help businesses attract, nurture, and close more customers efficiently. By integrating a comprehensive suite of tools, CRM Connect enables companies to manage customer relationships, automate marketing efforts, and streamline sales processes, all within a single, user-friendly interface. Key Features and Functionality: - Customer Relationship Management (CRM): Maintain a centralized database of unlimited contacts, track sales pipelines, and manage customer interactions effectively. - Marketing Automation: Automate email and SMS campaigns, create nurture sequences, and engage leads through various channels, including social media, email, text, voicemail, and chat. - Website and Funnel Builder: Design and deploy websites, landing pages, and sales funnels with ease, utilizing a library of pre-built templates and a drag-and-drop editor. - Appointment Scheduling: Offer self-scheduling calendars synced with Google Calendar or Outlook, allowing clients to book appointments seamlessly. - AI-Powered Features: Leverage AI for voice connectivity, conversation management across multiple channels, and workflow automation to enhance customer engagement and operational efficiency. - Unified Communication Inbox: Consolidate messages from various platforms, including Facebook, Instagram, Google My Business, SMS, phone calls, email, and web chat, into a single inbox for streamlined communication. - Reporting and Analytics: Gain insights into sales performance, marketing effectiveness, and customer behavior through comprehensive reporting tools. - Payment and Invoicing: Process payments directly through the CRM, manage invoicing, and handle memberships efficiently. Primary Value and Solutions Provided: CRM Connect addresses the challenges businesses face in managing multiple software solutions for sales and marketing by offering an integrated platform that automates and simplifies these processes. By capturing leads, nurturing them through automated campaigns, and closing deals with efficient sales tools, CRM Connect helps businesses reduce costs, increase sales, and build long-lasting client relationships on autopilot. The platform's mobile app ensures that users can manage their sales and marketing activities on the go, never missing an opportunity to engage with clients and leads. **Average Rating:** 4.2/5.0 **Total Reviews:** 21 **How Do G2 Users Rate crmConnect?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind crmConnect?** - **Seller:** [CRM Aus](https://www.g2.com/sellers/crm-aus) - **Year Founded:** 1994 - **HQ Location:** Wettenberg, Hessen - **LinkedIn® Page:** https://www.linkedin.com/company/crm-consults-gmbh/ (12 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 41% Mid-Market, 36% Small-Business #### What Are crmConnect's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Easy Setup (1 reviews) - Easy Tracking (1 reviews) - Lead Management (1 reviews) - Organization Efficiency (1 reviews) **Cons:** - Incomplete Information (1 reviews) - Overwhelming Experience (1 reviews) - Performance Issues (1 reviews) - Slow Loading (1 reviews) ### What Do G2 Reviewers Say About crmConnect? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of crmConnect, as it simplifies chat management and organization. - Users find the **easy setup** of crmConnect simple and efficient, allowing quick access to customer management. - Users appreciate the **easy tracking** feature of crmConnect, simplifying follow-up management with potential leads. - Users value CRMConnect for its **effective lead management** , simplifying follow-ups and tracking traffic effortlessly. - Users value the **organization efficiency** of crmConnect, streamlining chat management and lead tracking in a single platform. **Cons:** - Users find the **incomplete information** from crmConnect frustrating, especially regarding duplicate guest cards and impersonal responses. - Users find the **overwhelming experience** of CRMConnect frustrating due to duplicate entries and impersonal responses. - Users find **performance issues** in crmConnect, noting slow chat transitions and a less smooth UI experience. - Users find the **slow loading** when switching between chats slightly frustrating but manageable overall. #### What Are Recent G2 Reviews of crmConnect? **"[CRMConnect is getting better daily!](https://www.g2.com/survey_responses/crmconnect-review-11773108)"** **Rating:** 4.0/5.0 stars *— Risa L.* [Read full review](https://www.g2.com/survey_responses/crmconnect-review-11773108) --- **"[Streamlined Chat Management with Rapid AI Support](https://www.g2.com/survey_responses/crmconnect-review-12072295)"** **Rating:** 4.0/5.0 stars *— Toshim S.* [Read full review](https://www.g2.com/survey_responses/crmconnect-review-12072295) --- #### What Are G2 Users Discussing About crmConnect? - [What is crmConnect used for?](https://www.g2.com/discussions/what-is-crmconnect-used-for) ### 21. [Positive User](https://www.g2.com/products/positive-user/reviews) Part of Positive’s digital marketing ecosystem, Positive User is the customer engagement platform built to bridge the gap between tools that are too limited for growth and platforms that are too complex and expensive. One platform. Every channel. One customer profile. Email, SMS, WhatsApp, web push, in-app, chat, landing pages, CRM, and automation: what five different vendors usually sell you, working from a single login. Marketing, sales, and customer service teams across Europe use Positive User to orchestrate the full customer journey, from first contact to loyalty, without technical barriers. What makes us different: -Clean and intuitive by design: drag-and-drop builder, ready-made automation scenarios, and onboarding AI who do the heavy lifting with you - Powerful enough to scale without limits: advanced workflows, granular segmentation and behavioral triggers -AI-native from day one: Uma, our always-on AI assistant, is embedded directly in your workflow so you can access data and uncover insights in natural language, instantly -Built and hosted in Europe: 100% European infrastructure, teams, and data governance, under European law -Human at the core: multilingual support, local teams, and strategic guidance from people who know your market Our team consists of people who always reach out for more and don’t understand the meaning of the word ‘impossible’. Trusted by 100,000+ businesses across Europe. From independent founders to companies serving millions of customers. To learn more visit: https://user.com/ **Average Rating:** 4.3/5.0 **Total Reviews:** 51 **How Do G2 Users Rate Positive User?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 6.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Positive User?** - **Seller:** [Positive User](https://www.g2.com/sellers/positive-user) - **Year Founded:** 2016 - **HQ Location:** Paris, FR - **Twitter:** @user_com_app (6,263 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/user-com/ (72 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 76% Small-Business, 18% Mid-Market #### What Are Positive User's Pros and Cons? **Pros:** - Automation (3 reviews) - Automation Features (3 reviews) - Ease of Use (3 reviews) - Easy Implementation (3 reviews) - Easy Setup (3 reviews) **Cons:** - Automation Complexity (3 reviews) - Automation Issues (2 reviews) - Bugs (2 reviews) - Learning Curve (2 reviews) - Limited Customization (2 reviews) ### What Do G2 Reviewers Say About Positive User? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **easy automation** features of User.com, streamlining tasks and enhancing overall marketing efficiency. - Users appreciate the **automation features** of User.com, making customer engagement and campaign management seamless and efficient. - Users find User.com to be **exceptionally easy to use** , allowing for seamless setup and efficient marketing automation. - Users commend the **easy implementation** of User.com, allowing seamless setup and integration for effective marketing automation. - Users find the **easy setup** of User.com to be straightforward and fast, enhancing their marketing automation experience. **Cons:** - Users find the **automation complexity** of Positive User challenging, especially for intricate workflows and setups. - Users face **automation issues** due to limited branching and trigger options, complicating complex workflows and journeys. - Users report **occasional glitches and complexities** in automation setups that can hinder their overall experience with Positive User. - Users find the **learning curve challenging** due to the platform's overwhelming features and complex automation setups. - Users find the **limited customization** options frustrating, hindering their ability to create complex automated workflows efficiently. #### What Are Recent G2 Reviews of Positive User? **"[Comprehensive CRM and Automation, Needs Enhanced Insights](https://www.g2.com/survey_responses/positive-user-review-12532905)"** **Rating:** 4.0/5.0 stars *— Udaya D.* [Read full review](https://www.g2.com/survey_responses/positive-user-review-12532905) --- **"[Perfect Fit for DACH B2B Sales Compliance](https://www.g2.com/survey_responses/positive-user-review-12983474)"** **Rating:** 4.0/5.0 stars *— Verified User in Building Materials* [Read full review](https://www.g2.com/survey_responses/positive-user-review-12983474) --- #### What Are G2 Users Discussing About Positive User? - [What does User.Com do?](https://www.g2.com/discussions/what-does-user-com-do) - 1 comment - [What is UserEngage?](https://www.g2.com/discussions/what-is-userengage) - [Is User com good?](https://www.g2.com/discussions/is-user-com-good) - 1 comment - [Is user com a CRM?](https://www.g2.com/discussions/is-user-com-a-crm) ### 22. [Efficy CRM](https://www.g2.com/products/efficy-crm/reviews) At last, a CRM solution that truly adapts to your needs. Efficy is a major player in the European CRM market. With our personalised range of solutions, we're already trusted by over 13.500 clients and 330.000 users across 60 countries. We want to help our clients succeed by providing the tools they need to make their employees’ work easier, and their customers happier. Our CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system. Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy CRM. Boost your commercial efforts with our AI-based contact enrichment tool. By analyzing emails, it automatically fills in missing information about your prospects and clients, such as their job title, company, or contact details. Thanks to this analysis, our solution can naturally trigger workflows to automate tasks, alert certain users via notifications, and much more. Discover our artificial intelligence solution that analyzes the emotions expressed by your customers in the emails they send you or the support tickets created on your client portal. By quickly interpreting whether a sentiment is positive, negative, or neutral, you can proactively respond to the needs and concerns of your clientele. **Average Rating:** 4.5/5.0 **Total Reviews:** 101 **How Do G2 Users Rate Efficy CRM?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Efficy CRM?** - **Seller:** [Efficy](https://www.g2.com/sellers/efficy) - **Year Founded:** 2005 - **HQ Location:** Brussels, Belgium - **Twitter:** @efficy_en (1,043 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/133084/ (407 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 47% Mid-Market, 44% Small-Business #### What Are Efficy CRM's Pros and Cons? **Pros:** - Ease of Use (23 reviews) - Efficiency (12 reviews) - Easy Customization (11 reviews) - Customer Support (10 reviews) - Feature Richness (9 reviews) **Cons:** - Learning Curve (10 reviews) - Expensive (9 reviews) - Bugs (7 reviews) - UX Improvement (6 reviews) - Error Handling (4 reviews) ### What Do G2 Reviewers Say About Efficy CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** in Efficy CRM essential for efficient data management and improved workflow. - Users appreciate the **efficiency** of Efficy CRM, enjoying its user-friendly design and streamlined functionality. - Users value the **easy customization** of Efficy CRM, enabling tailored solutions that enhance productivity and growth. - Users appreciate the **responsive customer support** of Efficy CRM, enhancing their overall experience and satisfaction. - Users value the **extensive feature richness** of Efficy CRM, enabling customized solutions that enhance overall productivity. **Cons:** - Users experience a **steeper learning curve** with Efficy CRM, making it challenging for new users to adapt. - Users find Efficy CRM to be **expensive** , particularly challenging for smaller firms with limited budgets. - Users often face **bugs and performance issues** with Efficy CRM, including errors, slow loading, and manual refresh requirements. - Users note that the **UX improvement** is necessary, citing slow page loads and limited customization options. - Users often experience **error handling issues** , including slow page loads and difficulties with updates and changes. #### What Are Recent G2 Reviews of Efficy CRM? **"[Efficy CRM review](https://www.g2.com/survey_responses/efficy-crm-review-10384116)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/efficy-crm-review-10384116) --- **"[Efficy: An Efficient CRM for your business](https://www.g2.com/survey_responses/efficy-crm-review-10385652)"** **Rating:** 4.5/5.0 stars *— Dhruv D.* [Read full review](https://www.g2.com/survey_responses/efficy-crm-review-10385652) --- #### What Are G2 Users Discussing About Efficy CRM? - [What does Efficy Crm do?](https://www.g2.com/discussions/what-does-efficy-crm-do) - [What is the use of CRM software?](https://www.g2.com/discussions/what-is-the-use-of-crm-software) - [What is CRM and its functions?](https://www.g2.com/discussions/what-is-crm-and-its-functions) ### 23. [edge CRM](https://www.g2.com/products/edge-crm/reviews) Designated as India’s Most Promising CRM, edge CRM is a customer relationship management platform conceived, instigated, and perfected by salespeople for the salespeople. edge CRM is a completely customizable CRM suitable for all business sizes pertaining to every industry profile. Engineered with the focus on relationship building and ease of operation, edge CRM boasts of an AI-driven lead qualifier, cloud-based data capture, 40+ Key Performance Indicators, a preemptive dashboard, and a robust security framework. edge CRM simplifies your business and helps you build relevant strategies with 256+ types of actionable reports and business forecasting to get clear visibility of upcoming challenges. Our mobile-based application allows you access to your complete data and facilitates quick updates on the go. With edge CRM’s in-built Smart PDF Builder and the ingenious edge Assistance, you can create, manage, track, and streamline your tasks with a few clicks. You get a complete overview of your work with edge’s fully comprehensive calendar which facilitates smooth integration with contacts, meetings, calls, and opportunities. edge CRM commits to motivation and appreciation building of the team by gamifying the sales process through a diligent scoreboard and thorough clarity on the performance matrix. Try us now! We at edge promise an in-depth training and undeterred support to your team from day one. It’s time to revolutionize your sales process. **Average Rating:** 4.5/5.0 **Total Reviews:** 26 **How Do G2 Users Rate edge CRM?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind edge CRM?** - **Seller:** [Tantragyan Technologies Pvt Ltd](https://www.g2.com/sellers/tantragyan-technologies-pvt-ltd) - **Year Founded:** 2014 - **HQ Location:** Mumbai, Maharashtra - **Twitter:** @edgecrm (104 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/tantragyan/ (23 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 48% Small-Business, 37% Mid-Market #### What Are Recent G2 Reviews of edge CRM? **"[Edge CRM Review](https://www.g2.com/survey_responses/edge-crm-review-5333183)"** **Rating:** 5.0/5.0 stars *— Manojit D.* [Read full review](https://www.g2.com/survey_responses/edge-crm-review-5333183) --- **"[CRM helps businesses manage, track and organize their relationships with customers.](https://www.g2.com/survey_responses/edge-crm-review-5333299)"** **Rating:** 5.0/5.0 stars *— Priyanka G.* [Read full review](https://www.g2.com/survey_responses/edge-crm-review-5333299) --- #### What Are G2 Users Discussing About edge CRM? - [What is edge CRM used for?](https://www.g2.com/discussions/what-is-edge-crm-used-for) ### 24. [VipeCloud](https://www.g2.com/products/vipecloud/reviews) You won’t win if your teams aren’t using your tools. VipeCloud’s Customer Acquisition Solution is actually used and enjoyed by teams growing their businesses. ► We auto-capture data where possible, minimize manual entry for salespeople, and are still able to provide sales management with the data they need. ► VipeCloud is intuitive to use, migration is made simple, and training / customer success is the core of our culture. ► We pulled a wide variety of capabilities together so your team only has one system to learn, and one system for data to move through the entire funnel. If your your team isn’t using what you’ve got, or you are considering marketing and sales software for the first time, VipeCloud will help you win. sales@vipecloud.com / (650) 308-8473 / or schedule a meeting at calendly.com/adamvipe/30min **Average Rating:** 4.7/5.0 **Total Reviews:** 30 **How Do G2 Users Rate VipeCloud?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind VipeCloud?** - **Seller:** [VipeCloud](https://www.g2.com/sellers/vipecloud) - **Year Founded:** 2011 - **HQ Location:** Palo Alto, CA - **Twitter:** @VipeCloud (228 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2438740/ (6 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Staffing and Recruiting - **Company Size:** 97% Small-Business, 3% Mid-Market #### What Are Recent G2 Reviews of VipeCloud? **"[Overwhelmingly Positive](https://www.g2.com/survey_responses/vipecloud-review-3620206)"** **Rating:** 5.0/5.0 stars *— Caye H.* [Read full review](https://www.g2.com/survey_responses/vipecloud-review-3620206) --- **"[a Simple but Comprehensive CRM cum personalized Bulk Email Solution integrated with Gmail Account](https://www.g2.com/survey_responses/vipecloud-review-482373)"** **Rating:** 5.0/5.0 stars *— Deepak S.* [Read full review](https://www.g2.com/survey_responses/vipecloud-review-482373) --- #### What Are G2 Users Discussing About VipeCloud? - [What is VipeCloud used for?](https://www.g2.com/discussions/what-is-vipecloud-used-for) ### 25. [NetHunt CRM](https://www.g2.com/products/nethunt-crm/reviews) NetHunt is a sales automation tool that literally lives inside your Gmail and other Google Workspace apps. It helps sales teams manage leads, nurture customer relations, monitor sales progress, and close more deals. Businesses grow x5 with NetHunt CRM, check customer stories - https://nethunt.com/case-studies 🥇 Google Cloud Partner 🥇 Google Security Assessment Program Passed We’ve built the best CRM integration with Gmail allowing for 100% CRM functionality from within Gmail. ✅ No more switching tabs ✅ No more data entry ✅ Everything is in one place ✅ In a familiar interface, within an app that you use daily Watch our demo: https://youtu.be/wD-tjeX6x\_s Browse Help Center: https://help.nethunt.com/en/ MORE ABOUT NETHUNT CRM 🙂 Organize your customer base Use core CRM features in NetHunt to organize your customer base in the most efficient way. ✓ Say goodbye to tedious data entry forever. ✓ Use NetHunt’s duplicate prevention feature to keep your data clean at all times. ✓ The required fields feature watches over your data to make sure you’ve got what you need. ✓ Your customer base is securely stored in one place, protected from leaks or prying eyes by proper access management. 📞 Capture new leads through multiple channels NetHunt CRM is integrated with multiple tools that allows you to get new leads from different sources and store communication within CRM records. ✓ Create new leads from inbound and outbound calls ✓ Turn website chats into new leads ✓ Get new leads from social media platforms ✓ Add new leads to CRM from messengers ✓ Capture leads from custom web forms 📋 Segment leads and customers base Break down your customer base into targeted segments to send personalized pitches by using various macros - job title, need, company size and more. ✓ Use custom filters and views to segment your contacts. ✓ Save an unlimited number of segments for yourself or share them with the team. ✓ Have these segments updated automatically when new users match certain parameters. 💲 Build sales pipeline Turn contacts into leads and push them down the beautiful, functional pipeline. ✓ Add new deals, their value, probability of closing and expected close date. ✓ Track deals progress through the pipeline stages. ✓ Know revenue stuck at every stage of the pipeline ✓ Spot blocked leads and how to push them towards purchase. ✓ Create one or several custom pipelines for your products and services. ✓ Build forecasts you can trust. ⭕ Manage Tasks Organize your workday and manage the workload of your team. All within Gmail. ✓ Manage Tasks and collaborate with your team inside Gmail. ✓ Assign Tasks automatically by certain criteria or round-robin algorithm. ✓ Link Tasks to emails and CRM records. ✓ Receive daily Tasks Digest to plan your day. 🤖 Automate sales processes in Gmail NetHunt CRM allows users to automate the entire sales process – from lead capture to deals’ pipeline stage to notifications. ✓ Capture leads from different sources and add them in your CRM. ✓ Assign managers to leads and set up personalised auto-replies. ✓ Prioritise leads automatically depending on their behaviour ✓ Set sequences to nurture leads. ✓ Automatically link email conversations, chats, calls to CRM profiles. ✓ Have an algorithm move a lead to the next pipeline stage based on the lead’s response. ✓ Create automatic tasks for the team. ✓ Set notifications to the team when important changes happen in the pipeline. ✓ Automate data entry. ✉️ Email automation ✓ Create personal and shared email templates in Gmail. ✓ Write repetitive emails easily and quickly. ✓ Personalize email templates with custom fields. ✓ Use email templates in daily email correspondence, email campaigns or automated email sequences. 📩 Email tracking Track your email opens and clicks in Gmail. ✓ Know if, when, and how often the receiver views your emails in real-time. ✓ Know when people open your emails to provide insights for your team. ✓ Prioritise leads based on how many times they open emails or click on the links. ✓ Use email tracking for regular emails, email campaigns and automated email sequences. 🔁 Email campaigns Send email campaigns and follow-up campaigns in Gmail. ✓ Send email campaigns to custom segments or all of your customer base. ✓ Set follow-up emails to previous email campaigns. ✓ Monitor campaigns stats: opens, clicks, unsubscribes, bounces, and replies. ✓ Send email campaigns via Gmail, NetHunt SMTP or your own SMTP server. 📊 Sales reporting Track key business metrics and team performance with reports in NetHunt CRM. ✓ Track the effectiveness of the entire team and every manager separately – the number of sent emails, presentations made, calls made, etc. ✓ Analyze business growth compared to previous periods – the number of closed deals as well as revenue generated. ✓ Analyze revenue by breaking it down by a manager, by a certain product, by country, etc. ✓ Track your quota attainment. ✓ Analyze the reasons for losing deals. ✓ Build a sales forecast you can trust. **Average Rating:** 4.6/5.0 **Total Reviews:** 278 **How Do G2 Users Rate NetHunt CRM?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind NetHunt CRM?** - **Seller:** [NetHunt CRM](https://www.g2.com/sellers/nethunt-crm) - **Year Founded:** 2015 - **HQ Location:** Kiev - **Twitter:** @nethuntcrm (2,154 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10626162/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Director - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small-Business, 18% Mid-Market #### What Are NetHunt CRM's Pros and Cons? **Pros:** - Ease of Use (16 reviews) - Gmail Integration (14 reviews) - Integrations (12 reviews) - Integration (11 reviews) - Easy Integration (10 reviews) **Cons:** - Learning Curve (7 reviews) - Missing Features (5 reviews) - Email Issues (4 reviews) - Limited Features (4 reviews) - Complexity (3 reviews) ### What Do G2 Reviewers Say About NetHunt CRM? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** of NetHunt CRM, benefiting from seamless integration with Gmail for smooth operations. - Users value the **seamless Gmail integration** of NetHunt CRM, enhancing productivity with direct access to chats and tools. - Users value the **seamless integrations** with GSuite and LinkedIn, enhancing their workflow and accessibility. - Users value the **seamless integration** with GSuite and LinkedIn, enhancing workflow and productivity effortlessly. - Users value the **easy integration** with GSuite and LinkedIn, enhancing their workflow and communication capabilities. **Cons:** - Users find the **learning curve steep** , requiring significant time and experience to effectively navigate NetHunt CRM. - Users find **missing features** in NetHunt CRM, especially regarding project management and email campaigns compared to competitors. - Users experience **email issues** with NetHunt CRM, including lag, limitations, and a frustrating campaign setup. - Users note the **limited features** of NetHunt CRM, particularly in reporting and automation capabilities. - Users struggle with **complexity in automation workflows** , often finding the system challenging to learn and use effectively. #### What Are Recent G2 Reviews of NetHunt CRM? **"[Seamless Gmail Integration Makes NetHunt CRM Efficient and Easy to Customize](https://www.g2.com/survey_responses/nethunt-crm-review-12996252)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/nethunt-crm-review-12996252) --- **"[Consultation Workflow and Daily Task Tracking Feel More Clear](https://www.g2.com/survey_responses/nethunt-crm-review-12887155)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/nethunt-crm-review-12887155) --- #### What Are G2 Users Discussing About NetHunt CRM? - [What is NetHunt CRM used for?](https://www.g2.com/discussions/what-is-nethunt-crm-used-for) - [What does NetHunt CRM do?](https://www.g2.com/discussions/what-does-nethunt-crm-do) - 1 comment - [Does Google have a CRM software?](https://www.g2.com/discussions/does-google-have-a-crm-software) - [How does a CRM software work?](https://www.g2.com/discussions/how-does-a-crm-software-work) - 1 comment - [What is NetHunt CRM?](https://www.g2.com/discussions/what-is-nethunt-crm) - 1 comment ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) --- ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/) --- ## What Are the Most Common Questions About CRM Software? *AI-generated · Last updated: June 3, 2026* ### What's the best CRM app for small business owners Based on G2 reviews, these CRM products are frequently mentioned by recent reviewers for helping small teams stay organized, manage pipelines, and reduce manual follow-up work. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — easy navigation and pipeline reviews. - [Pipedrive](https://www.g2.com/products/pipedrive) — visual pipeline and follow-up reminders. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — simple setup and contact management. - [Pipedrive](https://www.g2.com/products/pipedrive) — straightforward CRM for growing teams. ### Best CRM solution with marketing automation features Based on G2 reviews, these CRM products are often highlighted by recent users for combining contact management with email automation, campaign workflows, and follow-up support. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — sales workflows with marketing alignment. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — automated journeys and contact segmentation. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — lead tracking and workflow automation. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — CRM plus email automation workflows. ### What CRM is the best for e-commerce platforms Based on G2 reviews, these CRM products are commonly cited by recent users for organizing customer data, syncing communications, and supporting sales workflows tied to online channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — centralized deals and outreach tracking. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — customer journeys and campaign automation. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud) — integrations and pipeline visibility. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — organized leads and follow-up workflows. ### What should buyers look for in crm software According to verified users, the most consistent buying themes in recent CRM reviews are ease of use, clear pipeline visibility, centralized customer records, and reminders that keep follow-ups from being missed. Buyers also repeatedly mention reporting dashboards, task management, and workflow automation as practical time-savers. Integrations matter too, especially for email, calendars, and other business tools teams already use. Reviewers also flag common tradeoffs to evaluate during selection, including learning curve, mobile experience, reporting depth, and how well the system handles customization as processes become more complex. In short, buyers tend to value software that keeps sales activity organized without making daily work harder. ### How do teams use CRM for follow-ups According to verified users, teams mainly use CRM to keep follow-ups consistent and visible across the whole sales process. Recent reviews repeatedly mention reminders, task tracking, activity history, and pipeline stages as the tools that prevent outreach from slipping through the cracks. Users describe using CRM to log calls, emails, notes, and next steps in one place so any teammate can quickly understand account context. Automation is another recurring theme, with teams using it to trigger reminders, route leads, and reduce repetitive admin work. The practical outcome reviewers highlight most often is better organization: less time spent chasing updates manually and more confidence that important prospects and customers are being contacted on time.