Best Enterprise CRM Software - Page 4

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 3,107

Category Stats (Nov 2026)

  • Average Rating: 4.42/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: HelloGrowthCRM (+29.64%) - Among all products in this category, HelloGrowthCRM recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 134,400+ Authentic Reviews
  • 3,107+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

G2 Grid® for CRM Software plotting products by satisfaction and market presence

Highlighted products: Salesforce Sales Cloud, HubSpot Sales Hub, SAP Sales Cloud, Bitrix24, Zoho CRM, Oracle Sales Cloud, monday CRM, and Pipedrive.

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=sap-sap-sales-cloud&focus%5B%5D=bitrix24&focus%5B%5D=zoho-crm&focus%5B%5D=oracle-sales-cloud&focus%5B%5D=monday-crm&focus%5B%5D=pipedrive&segment=enterprise)

Accelo

Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins.

Average Rating: 4.3/5.0

Total Reviews: 661

How Do G2 Users Rate Accelo?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Accelo?

  • Seller: Accelo
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 72% Small, 25% Medium

What Do G2 Reviewers Say About Accelo?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Accelo, facilitating seamless organization of tasks and client communication.
  • Users value the customizability and organization of Accelo, enhancing project management and team collaboration effectively.
  • Users value the efficiency of Accelo in organizing tasks, delegating responsibilities, and integrating financial management seamlessly.
  • Users value the versatile client management capabilities of Accelo, enhancing organization and collaboration within teams.
  • Users appreciate the comprehensive task management features of Accelo, enhancing organization and team collaboration effectively.
Cons
  • Users face missing features in Accelo, such as clunky reports and lack of crucial syncing options.
  • Users face a steep learning curve with Accelo, complicating navigation and integration into existing processes.
  • Users find limited features in Accelo, particularly with reports, syncing, and mobile app functionality.
  • Users find limited customization in Accelo, making it less appealing and complicating template and workflow management.
  • Users find Accelo's complexity overwhelming, struggling with navigation, setup, and an unclear learning curve.

What Are Recent G2 Reviews of Accelo?

What Are G2 Users Discussing About Accelo?

Close

Close is the AI CRM built for businesses that grow through conversations. It brings powerful sales dialing, email, SMS, pipeline management, automation, and AI agents together in one platform. Connect with more prospects, win more deals, and scale without the complexity of traditional CRMs. Reach more prospects. Have more conversations. A powerful sales dialer is built right into your CRM. Power and Predictive Dialers help reps make more calls in less time, while Local Presence and Branded Calling help improve connection rates. With email, SMS, and outreach sequences in the same platform, your team can engage leads, follow up consistently, and manage opportunities without juggling tools. Make every conversation count. Call recording, transcription, AI Notetaker, and automatic summaries capture important details so reps can focus on selling. AI-assisted email drafting, SMS follow-ups, and automatic CRM updates help turn conversations into action. Sales Playbooks, workflow automation, lead routing, Smart Views, and reporting help teams standardize what works, automate follow-through, and manage more opportunities as they grow. Chloe helps you. AI agents work for you. Chloe is your built-in AI assistant. Ask her about a lead, your pipeline, or a recent conversation. She can find answers, update records, build reports, and help you create AI agents. Give those agents a job on your sales team. They can call and qualify prospects, book meetings, follow up with leads, coach reps, and prepare daily briefings. Because they work inside Close, they can use your customer history, conversations, and workflows to take action. Built to grow with your business. From founder-led startups to established sales organizations, Close supports businesses where conversations drive revenue. That includes software, financial and professional services, insurance, home services, coaching, education, and more. Get started quickly, then scale with sophisticated dialing, automation, AI agents, reporting, and customizable workflows. An open API, MCP, and integrations let you connect existing tools, build custom sales processes, and work with AI platforms like ChatGPT and Claude. For 13 years, we've focused on helping businesses turn more conversations into customers. Today, more than 11,500 businesses use Close to sell and grow. Close. Built for selling. Made for scaling.

Average Rating: 4.7/5.0

Total Reviews: 2,140

G2 Deal: 20% off for new Close customers

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. G2 users receive a 20%, one-time discount off first billing cycle for new Close customers. Offer expires December 31, 2026.

Offer expires: 31 December 2026

View this exclusive G2 deal

How Do G2 Users Rate Close?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Close?

  • Seller: Close
  • Company Website:
  • Year Founded: 2013
  • HQ Location: 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
  • LinkedIn® Page: www.linkedin.com
    214 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 77% Small, 19% Medium

What Do G2 Reviewers Say About Close?

AI-generated summary from verified user reviews

Pros
  • Users find Close to be extremely user-friendly, enabling quick access to essential features for efficient business management.
  • Users find Close to be incredibly helpful, especially with its intuitive design and fast customer support.
  • Users love the simplicity and user-friendliness of Close, making customer management and prospect tracking effortless.
  • Users appreciate the enhanced communication management features of Close, streamlining client interactions effectively and efficiently.
  • Users love the intuitive design of Close, finding it user-friendly and efficient for their needs.
Cons
  • Users note the missing features in Close, like mobile app limitations and no WhatsApp integration, affecting usability.
  • Users experience call issues, including unexpected charges and recording failures, which can hinder effective usage.
  • Users find the limited features of Close restrictive, particularly for B2C needs and advanced functionalities.
  • Users find the learning curve steep, with challenges in merging leads and managing custom reports effectively.
  • Users find the limited customization of Close frustrating, particularly for tailored reports and advanced dashboards.

What Are Recent G2 Reviews of Close?

What Are G2 Users Discussing About Close?

Workbooks

Workbooks is a cloud-based Customer Relationship Management (CRM) solution designed specifically for midmarket firms seeking to streamline their business processes and enhance customer engagement. This comprehensive platform integrates various aspects of business operations, allowing organizations to manage their sales, marketing, and customer service functions from a single interface. By combining advanced software capabilities with exceptional consultancy, implementation, and support services, Workbooks aims to deliver a seamless experience for its users. Targeted at midmarket companies, Workbooks addresses the unique challenges these organizations face, such as resource constraints and the need for scalable solutions. The platform is particularly beneficial for businesses looking to improve their customer relationships and operational efficiency without the complexities often associated with larger CRM systems. Workbooks is designed to cater to a diverse range of industries, making it a versatile choice for firms that require a tailored approach to CRM. One of the standout features of Workbooks is its co-funded implementation model, which significantly reduces the cost and risk associated with CRM projects. This approach not only makes the software more accessible but also ensures that businesses receive the necessary support during the setup process. By working closely with clients, Workbooks delivers a customized CRM solution that aligns with specific business needs, all while maintaining an off-the-shelf price point. This unique offering allows organizations to benefit from a tailored system without the financial burden typically associated with bespoke software development. In addition to its cost-effective implementation, Workbooks provides a range of key features that enhance its functionality. Users can expect robust tools for sales automation, marketing campaign management, customer service tracking, project and task management, and sales order processing. The platform also includes advanced reporting and analytics capabilities, enabling businesses to gain valuable insights into their operations and customer interactions. This data-driven approach empowers organizations to make informed decisions and optimize their strategies for better outcomes. The Workbooks platform is powered by AI agents which can be automated via workflows to boost productivity and help drive greater revenue growth. Overall, Workbooks stands out in the CRM landscape by offering a comprehensive solution that combines powerful software with dedicated support services. Its focus on midmarket firms, cost-effective implementation, and customizable features makes it an attractive option for businesses looking to enhance their customer relationship management efforts. By integrating various business functions into a single platform, Workbooks helps organizations improve efficiency, reduce operational risks, and ultimately drive growth.

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: 9.0/10)
  • Workflow Capability: 8.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Workbooks?

  • Seller: Workbooks
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Reading, Berkshire
  • LinkedIn® Page: www.linkedin.com
    65 employees on LinkedIn®
  • Phone: +44 (0) 118 3030 100

Who Uses This Product?

  • Who Uses This: Managing Director, Director
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 61% Small, 33% Medium

What Do G2 Reviewers Say About Workbooks?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Workbooks, appreciating its intuitive interface and efficient organization of data.
  • Users appreciate the customizable reporting features of Workbooks, enhancing visibility and decision-making across teams.
  • Users value the friendly and reliable customer support of Workbooks, ensuring prompt and insightful assistance whenever needed.
  • Users value the customization options in Workbooks, allowing tailored dashboards and reports for efficient data management.
  • Users value the extensive features of Workbooks, enhancing data management and customization for various business needs.
Cons
  • Users face a learning curve with Workbooks, particularly when setting up advanced features without prior knowledge.
  • Users experience slow loading times and lack essential features like dual screens and native iOS app support.
  • Users find the limited features of Workbooks restrict their ability to manage larger operations effectively.
  • Users find the complex features of Workbooks can be clunky and require external assistance for adjustments.
  • Users find limited customization in Workbooks challenging, making simple changes difficult after initial setup.

What Are Recent G2 Reviews of Workbooks?

What Are G2 Users Discussing About Workbooks?

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Maximizer

Maximizer is a customer relationship management (CRM) solution specifically designed for financial advisors and their support teams. This platform consolidates every aspect of client interactions—such as conversations, documents, and compliance details—into a single, comprehensive record. With the integration of artificial intelligence, Maximizer enhances meeting preparation by providing AI-generated summaries, ensuring that advisors are well-prepared for client discussions. The financial services sector faces unique challenges when it comes to client management. Advisors often lose clients not due to a lack of care, but because critical information is scattered across various platforms, such as emails, spreadsheets, and personal notes. Maximizer addresses this issue by centralizing all client-related data, including emails, calls, notes, appointments, and documents, into one easily searchable record. The seamless integration with Outlook automatically logs correspondence to the appropriate client, ensuring that the record remains complete without requiring manual filing. This efficiency allows advisors to focus on building relationships rather than managing paperwork. Targeted specifically at financial services professionals, the Financial Services Edition of Maximizer provides essential features that cater to the compliance requirements of advisors, wealth managers, and insurance brokers. It includes audit trails, granular permissions, and secure data hosting to meet regulatory demands. Additionally, custom fields for Know Your Customer (KYC) status and consent records allow advisors to tailor the system to their specific compliance needs. This focus on regulatory adherence has led to positive feedback from users, with long-term clients noting that compliance teams appreciate the thoroughness of the platform. Maximizer's AI capabilities further enhance its functionality by streamlining the meeting preparation process. Before meetings, AI-generated summaries compile relevant client history into a concise briefing, while post-meeting insights identify opportunities that may be slipping through the cracks. This proactive approach helps advisors stay on top of their pipelines and address potential issues before they escalate. Customization is another key feature of Maximizer. Users can configure custom fields, dashboards, and reports without needing extensive IT support, allowing teams to adapt the system to their specific workflows quickly. Most users can be operational within days, making it an efficient choice for small and mid-sized sales teams, not just in financial services but across various industries. With over 10,000 customers and a million users since its inception in 1987, Maximizer stands out as a reliable CRM solution that ensures no detail about a customer is overlooked, allowing for informed and meaningful client interactions.

Average Rating: 4.0/5.0

Total Reviews: 641

How Do G2 Users Rate Maximizer?

  • Has the product been a good partner in doing business?: 8.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Maximizer?

  • Seller: Maximizer Software
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Vancouver, Canada
  • LinkedIn® Page: www.linkedin.com
    133 employees on LinkedIn®
  • Phone: +1 (800) 804-6299

Who Uses This Product?

  • Who Uses This: Financial Advisor, Administrative Assistant
  • Top Industries: Financial Services, Investment Management
  • Company Size: 73% Small, 19% Medium

What Do G2 Reviewers Say About Maximizer?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Maximizer, which enhances teamwork and visibility across remote offices.
  • Users appreciate the complete visibility in customer interactions provided by Maximizer, enhancing client engagement and organization.
  • Users value the effective task management features of Maximizer, enhancing organization and ensuring timely follow-ups with clients.
  • Users value Maximizer's Unified Global Customer Database, enhancing customer management and improving team collaboration effectively.
  • Users value the organizational efficiency of Maximizer, enhancing clarity and coordination in managing customer interactions.
Cons
  • Users find the learning curve steep for Maximizer, requiring extra effort to effectively set up workflows and customization.
  • Users face integration issues with Maximizer, particularly when connecting niche financial planning tools and internal document storage.
  • Users express a desire for more missing features, particularly in integration and customization options.
  • Users find Maximizer's interface not intuitive, especially during setup and when creating custom reports, impacting their experience.
  • Users experience slow loading times with Maximizer, hindering quick access to crucial customer information on the go.

What Are Recent G2 Reviews of Maximizer?

What Are G2 Users Discussing About Maximizer?

Talisma

Talisma Sales Force Automation (SFA) is a comprehensive solution designed to streamline and enhance the sales processes of organizations. By automating key business tasks across the sales cycle, Talisma SFA enables sales teams to efficiently manage leads, schedule meetings, monitor performance, and maintain strong customer relationships. Accessible via desktop, web, and mobile platforms, it ensures that sales representatives have the flexibility and mobility required to meet their targets and boost productivity. Key Features and Functionality: - Multi-Platform Accessibility: Available on desktop, web, and mobile clients, allowing sales teams to operate seamlessly across different devices. - Opportunity Management: Facilitates the creation and assignment of opportunities to products and relevant sales branches, ensuring organized and targeted sales efforts. - Real-Time Notifications: Keeps sales representatives informed with up-to-date information on opportunities, contacts, and orders, enhancing responsiveness. - Product Discounts and Offers: Enables the provision of tailored discounts and special offers based on the profile of the opportunity being pursued. - Advanced Search Capabilities: Allows the definition of complex search criteria to perform dynamic searches on data, such as prioritizing opportunities. - Meeting Scheduling: Empowers sales representatives to schedule meetings with clients and colleagues, set reminders via SMS or email, and configure meeting recurrences. - Order Linking and Communication: Links orders to contacts within the system and facilitates personalized communication through email and SMS. - Data Confidentiality: Ensures data security through role-based and product-based access controls, allowing administrators to manage information visibility across the sales hierarchy. Primary Value and Solutions Provided: Talisma SFA addresses the challenges of managing complex sales processes by offering a unified platform that automates and organizes sales activities. It enhances sales productivity by providing tools for efficient lead tracking, activity management, and performance monitoring. The solution's mobility ensures that sales teams can access critical information and perform tasks on the go, leading to faster decision-making and improved customer engagement. By maintaining data confidentiality and offering real-time insights, Talisma SFA empowers organizations to achieve their sales targets and drive business growth.

Average Rating: 3.1/5.0

Total Reviews: 24

How Do G2 Users Rate Talisma?

  • Has the product been a good partner in doing business?: 5.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 5.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 6.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 6.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Talisma?

  • Seller: Talisma
  • Year Founded: 1999
  • HQ Location: Bengaluru, Karnataka
  • LinkedIn® Page: in.linkedin.com
    572 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Education Management, Higher Education
  • Company Size: 60% Large, 40% Medium

What Do G2 Reviewers Say About Talisma?

AI-generated summary from verified user reviews

Cons
  • Users often face slow loading times with Talisma, which hinders their efficiency and overall experience.

What Are Recent G2 Reviews of Talisma?

Agile CRM

Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean modern interface. With Agile CRM, SMB's can now: - Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor - Convert website visitors directly to leads in the CRM - Nurture, track and score leads automatically based on web or email activity - Enable multi channel communication with the ability to call or email or tweet to a contact from the same page - Monitor customer behavior and get real time alerts for customer activity - Manage helpdesk tickets with all of the customers history in one place - Have a detailed record of all of the customer's details and communication history in one page, sorted chronologically - See customer data from various other business apps on one page using extensive integrations

Average Rating: 4.0/5.0

Total Reviews: 365

How Do G2 Users Rate Agile CRM?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Agile CRM?

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 76% Small, 16% Medium

What Do G2 Reviewers Say About Agile CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Agile CRM, appreciating its intuitive interface and all-in-one capabilities.
  • Users value Agile CRM for its effective consolidation of essential tools, making it ideal for small to mid-sized businesses.
  • Users value the all-in-one toolset of Agile CRM, appreciating its efficiency and affordability for small to mid-sized businesses.
  • Users value Agile CRM for its affordability, appreciating the effective tools it offers for small businesses.
  • Users value the effective automation features of Agile CRM, enhancing organization and efficiency in managing their tasks.
Cons
  • Users find the interface not intuitive, making navigation and feature use more challenging than expected.
  • Users often face poor customer support, with slow response times and unresolved issues impacting their experience.
  • Users note a dated and clunky interface that can hinder navigation and overall ease of use.
  • Users frequently experience slow loading times, particularly with large datasets, hindering their workflow efficiency.
  • Users find the interface issues of Agile CRM hinder engaging and effective navigation compared to competitors.

What Are Recent G2 Reviews of Agile CRM?

What Are G2 Users Discussing About Agile CRM?

OutreachCRM

Modular solution with billing & ledger, referrals tracking, project management, support ticketing, communication tools.

Average Rating: 4.5/5.0

Total Reviews: 43

How Do G2 Users Rate OutreachCRM?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind OutreachCRM?

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 49% Medium, 28% Large

What Are Recent G2 Reviews of OutreachCRM?

What Are G2 Users Discussing About OutreachCRM?

CRMOne

The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CRMOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CRMOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CRMOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation.

Average Rating: 4.8/5.0

Total Reviews: 1,044

How Do G2 Users Rate CRMOne?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind CRMOne?

  • Seller: CrmOne
  • Year Founded: 2022
  • HQ Location: Menlo Park, US
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Financial Services
  • Company Size: 32% Small, 24% Medium

What Do G2 Reviewers Say About CRMOne?

AI-generated summary from verified user reviews

Pros
  • Users value the effective lead management features of CRMOne, enhancing team coordination and sales process clarity.
  • Users value the effective customer management with CRMOne, enhancing communication and speeding up follow-ups significantly.
  • Users appreciate the ease of adoption of CRMOne, streamlining workflows and enhancing team coordination for better customer experiences.
  • Users appreciate the responsive customer support from CRMOne, ensuring efficient assistance whenever needed.
  • Users value the task management features of CRMOne, enhancing team coordination and improving overall productivity.
Cons
  • Users find the limited customization options frustrating, impacting their ability to tailor the CRM to specific needs.
  • Users report a slight learning curve initially, especially with basic export options and limited customization.
  • Users experience a steep learning curve initially, but find it manageable with frequent use and time investment.
  • Users find limited features in CRMOne, such as restricted integrations and bulk action flexibility affecting usability.
  • Users find the missing features in CRMOne limiting, particularly with basic export options and mobile functionality.

What Are Recent G2 Reviews of CRMOne?

Pivotal CRM

The foundations of your customer relationship management strategy are your customer-facing employees. That's why we have purpose-built every aspect of our CRM solution to get you up-and-running quickly, while remaining flexible so it can be closely-tailored to match exactly how your team works. We have the tools to help you attract customers, manage your partners and empower your sales and customer service teams. Learn why CRM users love our solutions.

Average Rating: 3.5/5.0

Total Reviews: 59

How Do G2 Users Rate Pivotal CRM?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Pivotal CRM?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 51% Medium, 35% Large

What Do G2 Reviewers Say About Pivotal CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the better understanding of customer needs with Pivotal CRM, fostering stronger relationships and improved satisfaction.
  • Users appreciate the ease of use in Pivotal CRM, enabling efficient navigation and effective management of sales activities.
  • Users enjoy the easy navigation of Pivotal CRM, simplifying database management and enhancing efficiency in tracking activities.
  • Users value the easy tracking features in Pivotal CRM, enabling efficient management of sales and activities in real-time.
  • Users value the multiple tools in Pivotal CRM, finding them highly beneficial for team productivity.
Cons
  • Users feel that the limited customization options hinder their analytical capabilities and overall user experience with Pivotal CRM.
  • Users find that expertise is required for setting up Pivotal CRM, leading to potential confusion and a steep learning curve.
  • Users face integration issues with third-party apps, limiting analytical capabilities and customization options in Pivotal CRM.
  • Users find Pivotal CRM to be time-consuming, requiring significant effort to set up and utilize effectively.

What Are Recent G2 Reviews of Pivotal CRM?

What Are G2 Users Discussing About Pivotal CRM?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 9, 2026
Reviews & FAQs

Reviews Summary: The Best CRM Software for Enterprise Businesses

Thanks to 122469 CRM software reviews and associated data from users working for large-scale companies, at G2 we have some of the most definitive data on the best CRM software for the large space. We have identified 55 individual CRM products offering the features, pricing and support that Enterprise companies look for when comparing CRM software and solutions. These reviews are generated using the qualitative and quantitative feedback from G2 members working in large-scale companies and who have used these CRM software products.

When G2 reviewers submit their CRM software reviews, they often provide information on the type of company they work for and what market segment they belong to. We break these different market segments into three distinct groups:

  • Small Business CRM Software Reviews (< 50 employees)
  • large CRM Software Reviews (51-1,000 employees)
  • Enterprise CRM Software Reviews (1,001+ employees)

large businesses have their own unique requirements when it comes to CRM software compared to small or enterprise companies. That is why these individual large-scale company CRM software reviews are especially helpful when comparing product set up, ease of use and overall cost.

Below you will find FAQs and review snippets for CRM software products that work well in large environments. These reviews are written by real G2 users working for these Enterprise companies who have real-world experience with these CRM software products.

FAQs About CRM Software for Enterprise Businesses

Q. What are the best CRM software products for large-scale businesses, according to G2 reviewers?
  • Salesforce Sales Cloud - 4.4-stars, 7843 reviews (33% from large reviewers)
  • HubSpot Sales Hub - 4.4-stars, 460 reviews (4% from large reviewers)
  • SAP Sales Cloud - 4.0-stars, 369 reviews (44% from large reviewers)
  • Oracle Sales Cloud - 3.8-stars, 70 reviews (49% from large reviewers)
  • Zoho CRM - 4.4-stars, 162 reviews (6% from large reviewers)
Q. What are the least-liked CRM software products for professionals at large-scale companies, based on the overall G2 rating?
  • Pivotal CRM - 3.3-stars, 20 reviews (34% from large reviewers)
  • OutreachCRM - 4.5-stars, 12 reviews (28% from large reviewers)
  • CRMOne - 4.9-stars, 249 reviews (24% from large reviewers)
  • Talisma - 3.2-stars, 15 reviews (63% from large reviewers)
  • Agile CRM - 4.3-stars, 25 reviews (7% from large reviewers)
Q. What are the highest-rated CRM software tool features according to employees at Enterprise companies?
  • Opportunity Management - 5.0-stars
  • Lead Nurturing - 5.0-stars
  • Lead Qualification - 5.0-stars
Q. What are the features that are rated lowest by employees at Enterprise companies?
  • Customizable Reports - 3.2-stars
  • Customizable Fields - 3.2-stars
  • Role-Based Permissions - 3.4-stars
Q. How many CRM software reviews are from users working in large companies?

11658 out of all CRM software reviews on G2 are from users working in Enterprise companies (10%).

Here's What Reviewers Working at large Businesses Have to Say About CRM Software

What Enterprise Professionals Liked What Enterprise Professionals Disliked

Insightly CRM: “I can look at contact’s connection history. Very easy to control events and tasks, media profiles. Without any stress. I can manage sales possibility and projects.”

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Pipedrive: “I think all of this could be communicated via email.”

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OnePageCRM: “I can easily transfer contacts and deals with sales. Also, I have the ability to control my projects and invoicing. So now I can be in contact with a lot of solutions. Which is good for my work.”

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Salesforce Sales Cloud: “Not very user friendly, no tasks that are functional, not very intuitive.. a lot of duplicate companies..”

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Nutshell: “Oh, super easy software. I can easily find everything that I need like: conversation or contact. I like that I can make it automatic so I can see all sales process. Perfect to have.”

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Act!: “Anytime you have a problem the answer is ALWAYS to pay for the new version. The newer versions are emailed to you, they will NOT provide any physical form of the program. Thus when buying a new computer you MUST buy their newest version of the program even if you don't need it! Otherwise, all your information will be lost because they will not let you have a copy of the program you paid for. NEVER EVER USE the products from these thieves!!”

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Recommendations To Others Problems Solved & Benefits

Salesforce Sales Cloud: “Good tool for CRM and Sales purposes”

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SoftSync AI: “It helps organize our sales process and keeps important customer information accessible. The reminders and automation are particularly useful for staying consistent with follow-ups and reducing repetitive administrative work.”

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Sugar Sell: “Not all benefits are visible at once. Adoption from users is key. Train them well and give them time to learn how to make the best out of it, and you will be rewarded.”

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Brevo: “Brevo solves the problem of managing multiple marketing channels by combining email, SMS, CRM, and automation into one platform, which means I don’t have to juggle separate tools to run campaigns and track customer interactions. It helps streamline communication with my audience through targeted segments and automated workflows, saving time and boosting engagement. The unified reporting and easy-to-use interface also make it simpler to measure performance and optimize campaigns, which ultimately improves efficiency and results for my marketing efforts.”

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SAP Sales Cloud: “Try to make SAP code easy to remember”

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SoftSync AI: “It helps solve the problem of having customer and sales information scattered across different tools. Having contacts, deals, follow-ups, notes, and reminders in one CRM makes it easier to keep track of customer activity and reduces the amount of manual work involved in managing sales.”

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