# Best Enterprise CRM Software ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,088 ### Category Stats (Aug 2026) - **Average Rating:** 4.39/5 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: August 01, 2026_ ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 121,900+ Authentic Reviews - 1,088+ 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](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=509&focus%5B%5D=576&focus%5B%5D=464&focus%5B%5D=1174041&focus%5B%5D=1816&focus%5B%5D=31802) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, SAP Sales Cloud, Zoho CRM, Oracle Sales Cloud, monday CRM, Bitrix24, and LeadSquared Sales CRM. 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=zoho-crm&focus%5B%5D=oracle-sales-cloud&focus%5B%5D=monday-crm&focus%5B%5D=bitrix24&focus%5B%5D=leadsquared-sales-crm&segment=enterprise) **Sponsored** ### Attio Attio is the AI CRM for the next era of companies. Built to adapt to any business, Attio gives companies the power to understand every customer, automate at scale, and create go-to-market systems exactly as they need. Thousands of companies, including category-defining AI leaders and startups, use Attio to power their go-to-market. ------------------------ Key features: - AI for how you already work. Ask Attio to find, update, or create in plain English. - Connect your agents to your CRM. Attio's MCP server plugs into any AI tool so your agents can read, write, and act on live customer context. - A CRM that fits your business. Model any GTM motion with our flexible data model, custom objects, and relationships tailored for your team. - Automate the work behind the deal. Powerful workflows route leads, manage deals, and keep your pipeline moving. - Stop chasing stale data. Attio enriches contact and company records automatically, so your team never wastes time on dead emails, outdated titles, or missing context. - Real-time performance. Live dashboards and advanced reporting give revenue teams instant visibility into pipeline, activity, and trends. - Keep the conversation going. Record meetings, generate AI summaries, and sync key insights directly to your CRM. - Connect the tools your team loves. Attio stays in sync across your entire stack with a growing library of integrations and a Developer Platform to create your own. Getting started with Attio is fast. Set up your CRM in minutes by syncing your email and calendar to build a complete system without manual data entry. ------------------------ Join the thousands of companies already using Attio to power their growth. See what Attio can do for you at attio.com [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-04T09%3A49%3A27Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=166178&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%2Fenterprise%3Fattributes%255B15%255D%3D35%26segment%3Denterprise%26selected_view%3Dgrid&secure%5Btoken%5D=749e5b7bfc255ac282a8e54f256f06965702f6e92016727c477d19e1092439a4&secure%5Burl%5D=https%3A%2F%2Fattio.com%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2_ads&secure%5Burl_type%5D=custom_url) ### [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,679 #### How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (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 Agentforce Sales (formerly Salesforce Sales Cloud)? - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** www.salesforce.com - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce 579,511 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website) 83,223 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Medium, 34% Large #### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of Agentforce Sales, appreciating seamless access to all customer information in one location. - Users value the **feature-rich platform** of Agentforce Sales, enhancing seller efficiency and customer engagement. - Users value the **powerful lead management** features of Agentforce Sales, enhancing customer experience and team collaboration. - Users value the **extensive customization options** of Agentforce Sales, tailoring it to fit unique business needs effortlessly. - Users value the **extensive customizability** of Agentforce Sales, allowing tailored solutions for unique business needs. ##### Cons - Users find the **learning curve steep** , as configuration is time-consuming and report creation can be confusing. - Users find **customization limitations** and complexity frustrating, especially for smaller teams with simpler needs. - Users find the **missing features** in Agentforce Sales hinder their ability to manage complex issues easily. - Users find the **limited features** of Agentforce Sales require time and expertise for effective customization and reporting. - Users find the **pricing model expensive** , which can be prohibitive for smaller companies and those with limited budgets. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **["Agentforce Sales Delivers Clear Lead Visibility and Smoother Marketing-to-Sales Handoff"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13164950)** **Rating:** 4.0/5.0 stars _— Akshara G._ [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13164950) **["Scalable CRM for Modern Enterprise Sales Teams"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005)** **Rating:** 5.0/5.0 stars _— 岡本 健太 O._ [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005) #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,289 #### How Do G2 Users Rate HubSpot Sales Hub? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (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 HubSpot Sales Hub? - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot 784,270 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7728cdccf3cd40d382e6159b493e5f6534eb2bfad47dc424c39639ed9e0ebf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F68529%2F&secure%5Burl_type%5D=linkedin_company_website) 12,158 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small, 35% Medium #### What Do G2 Reviewers Say About HubSpot Sales Hub? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **intuitive interface** of HubSpot Sales Hub, simplifying their workflow with effective tools and integrations. - Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales processes significantly. - Users appreciate the **comprehensive visibility** of HubSpot Sales Hub, significantly enhancing their sales management and decision-making. - Users value the **centralized lead management** features of HubSpot Sales Hub, enhancing organization and efficiency in sales processes. - Users value the **intuitive interface** of HubSpot Sales Hub, allowing teams to easily navigate and enhance productivity. ##### Cons - Users find the **missing features** of HubSpot Sales Hub, like limited functionality and tagging issues, frustrating. - Users find the **limited features** of HubSpot Sales Hub restrict their experience, especially regarding the dashboard and mobile app. - Users face a **large learning curve** with HubSpot Sales Hub, finding integrations complicated and training necessary for clarity. - Users find the **cost increasingly burdensome** amidst ongoing technical issues and frustrating platform limitations. - Users find HubSpot Sales Hub has **limited customization** , causing frustration with bulk actions and workflow flexibility. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **["User-Friendly, Highly Customizable, and Complete—Covers Everything I Need"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13170027)** **Rating:** 5.0/5.0 stars _— Genesis A._ [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13170027) **["HubSpot Sales Hub: Intuitive CRM That Streamlines Selling for Growing Teams"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13193567)** **Rating:** 5.0/5.0 stars _— Prateek M._ [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13193567) #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments - [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments - [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments ### [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities **Average Rating:** 4.2/5.0 **Total Reviews:** 891 #### How Do G2 Users Rate SAP Sales Cloud? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind SAP Sales Cloud? - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** www.sap.com - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP 297,052 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website) 141,955 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Consultant, Associate Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 45% Large, 36% Medium #### What Do G2 Reviewers Say About SAP Sales Cloud? _AI-generated summary from verified user reviews_ ##### Pros - Users find SAP Sales Cloud to have **ease of use** that significantly enhances their overall performance and efficiency. - Users value the **strong integration with SAP systems** , enhancing efficiency and providing clear pipeline visibility. - Users value the **easy integration and AI insights** of SAP Sales Cloud, enhancing efficiency and intelligent data analysis. - Users appreciate the **seamless integration** of SAP Sales Cloud with other SAP systems, enhancing operational efficiency and data consistency. - Users value the **centralized customer data management** in SAP Sales Cloud, enhancing pipeline management and team alignment. ##### Cons - Users report a **steep learning curve** with SAP Sales Cloud, making navigation and initial setup frustratingly complex. - Users find the **limited customization options** of SAP Sales Cloud challenging for adapting to specific organizational needs. - Users find the **complexity** of SAP Sales Cloud a barrier, leading to a steep learning curve and implementation challenges. - Users find the **interface not intuitive** , making initial navigation and setup a frustrating experience. - Users find the **high price** of SAP Sales Cloud to be a significant drawback, affecting their choice of solution. #### What Are Recent G2 Reviews of SAP Sales Cloud? **["High volume task handler"](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)** **Rating:** 4.5/5.0 stars _— Carlos Q._ [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624) **["A great and powerful software with a learning curve"](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)** **Rating:** 4.5/5.0 stars _— Alexander C._ [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761) #### What Are G2 Users Discussing About SAP Sales Cloud? - [What is SAP CRM used for?](https://www.g2.com/discussions/what-is-sap-crm-used-for) - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/sap-cloud-for-customer-what-sap-components-are-included-in-sap-crm) - 1 comment - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/what-sap-components-are-included-in-sap-crm) - 1 comment - [Is SAP CRM cloud based?](https://www.g2.com/discussions/is-sap-crm-cloud-based) - 1 comment - [What is CRM system in SAP?](https://www.g2.com/discussions/what-is-crm-system-in-sap) - 1 comment ### [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,839 #### How Do G2 Users Rate Zoho CRM? - **Has the product been a good partner in doing business?:** 8.0/10 (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 Zoho CRM? - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho 137,880 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website) 30,766 employees on LinkedIn® - **Phone:** +1 (888) 900-9646 #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 62% Small, 33% Medium #### What Do G2 Reviewers Say About Zoho CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive. - Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience. - Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly. - Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications. - Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools. ##### Cons - Users find the **learning curve challenging** , especially with advanced features that require time to master. - Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems. - Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality. - Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems. - Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries. #### What Are Recent G2 Reviews of Zoho CRM? **["A Cost-Effective, Turnkey CRM Solution"](https://www.g2.com/survey_responses/zoho-crm-review-13048297)** **Rating:** 5.0/5.0 stars _— Rohit B._ [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297) **["Zoho CRM Centralizes Data, Automates Workflows, and Delivers Powerful Insights"](https://www.g2.com/survey_responses/zoho-crm-review-13163763)** **Rating:** 4.5/5.0 stars _— Muhammed A._ [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13163763) #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote ### [Oracle Sales Cloud](https://www.g2.com/products/oracle-sales-cloud/reviews) Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance. The key elements of Oracle Sales Cloud's SFA solution are vast. They include: • Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools • A comprehensive partner relationship management offering to manage channel sales and partner management • Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation • Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence • A customer data management system to ensure clean, consolidated and complete customer information. With rich functional capabilities and a comprehensive feature set, Oracles Sales Cloud provides a more modern approach to sales execution. **Average Rating:** 3.9/5.0 **Total Reviews:** 141 #### How Do G2 Users Rate Oracle Sales Cloud? - **Has the product been a good partner in doing business?:** 7.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind Oracle Sales Cloud? - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle 827,997 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website) 208,078 employees on LinkedIn® - **Ownership:** NYSE:ORCL #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 48% Large, 39% Medium #### What Do G2 Reviewers Say About Oracle Sales Cloud? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **seamless integration** of Oracle Sales Cloud with other systems, enhancing data consistency and operational efficiency. - Users commend the **feature richness** of Oracle Sales Cloud, enhancing their CRM experience with flexible tools and integrations. - Users appreciate the **user-friendly interface** of Oracle Sales Cloud, enhancing their experience with seamless functionality and mobile access. - Users appreciate the **responsive customer support** of Oracle Sales Cloud, ensuring smooth operations and effective assistance. - Users find Oracle Sales Cloud to be **very easy to use** , appreciating its simple interface and mobile accessibility. ##### Cons - Users find a **steep learning curve** with Oracle Sales Cloud, making initial navigation and adoption challenging. - Users find the **high complexity** of Oracle Sales Cloud challenging, especially during initial implementation and for new users. - Users find the **interface not user-friendly** , experiencing complexity and a steep learning curve, affecting overall adoption. - Users often experience **slow performance** with Oracle Sales Cloud, particularly when handling large datasets or running complex reports. - Users experience **limited data availability** and unpredictable behavior while uploading JPEG files in Oracle Sales Cloud. #### What Are Recent G2 Reviews of Oracle Sales Cloud? **["Streamlines Customer Management and Helps Spot Potential Customers"](https://www.g2.com/survey_responses/oracle-sales-cloud-review-13120235)** **Rating:** 5.0/5.0 stars _— LaTonya M._ [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-13120235) **["Centralized Sales Visibility and Automation with Strong Analytics in Oracle Sales Cloud"](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276)** **Rating:** 4.5/5.0 stars _— Natalie H._ [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276) #### What Are G2 Users Discussing About Oracle Sales Cloud? - [Is Salesforce an Oracle product?](https://www.g2.com/discussions/is-salesforce-an-oracle-product) - 2 comments - [Is Oracle CRM cloud based?](https://www.g2.com/discussions/is-oracle-crm-cloud-based) - [What is Oracle Sales Cloud?](https://www.g2.com/discussions/what-is-oracle-sales-cloud) - 1 comment - [What is Oracle engagement cloud?](https://www.g2.com/discussions/what-is-oracle-engagement-cloud) - 1 comment ### [monday CRM](https://www.g2.com/products/monday-crm/reviews) The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations **Average Rating:** 4.5/5.0 **Total Reviews:** 1,401 #### How Do G2 Users Rate monday CRM? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind monday CRM? - **Seller:** [monday.com](https://www.g2.com/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b) - **Company Website:** monday.com - **Year Founded:** 2012 - **HQ Location:** Tel Aviv - **Twitter:** @mondaydotcom 40,761 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efcc1bc784d43448424f5b18a6e2f5d5488a066e911204b167572629a6d9b361&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmondaydotcom&secure%5Burl_type%5D=linkedin_company_website) 3,837 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 76% Small, 20% Medium #### What Do G2 Reviewers Say About monday CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of monday CRM, finding it user-friendly and feature-rich for their needs. - Users value the **efficient integrations** of monday CRM, enhancing productivity with seamless tool connectivity and ease of use. - Users appreciate the **incredible customizability** of monday CRM, allowing bespoke systems tailored to business needs. - Users love the **automation features** of monday CRM, enhancing workflow efficiency and reducing manual tasks significantly. - Users value the **intuitive design** of monday CRM, making it easy to implement and navigate effortlessly. ##### Cons - Users find the **missing features** in monday CRM limit functionality, impacting data management and workflow effectiveness. - Users find the **learning curve steep** for new teammates, making integration and usability challenging initially. - Users find the **limited features** of monday CRM insufficient compared to dedicated CRM tools, impacting their overall effectiveness. - Users find the **limited customization** options of Monday CRM can complicate workflows and extend setup times. - Users find monday CRM to be **expensive** , especially when adding third-party features that increase costs and complexity. #### What Are Recent G2 Reviews of monday CRM? **["Game-changer for workflow organization and cross-team collaboration"](https://www.g2.com/survey_responses/monday-crm-review-13172649)** **Rating:** 5.0/5.0 stars _— Lucas R._ [Read full review](https://www.g2.com/survey_responses/monday-crm-review-13172649) **["User-Friendly, Customisable Platform That Keeps Teams Aligned"](https://www.g2.com/survey_responses/monday-crm-review-13197321)** **Rating:** 5.0/5.0 stars _— Auni C._ [Read full review](https://www.g2.com/survey_responses/monday-crm-review-13197321) #### What Are G2 Users Discussing About monday CRM? - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment ### [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:** www.bitrix24.com - **Year Founded:** 1998 - **HQ Location:** Alexandria, Virginia - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea22220ec03b931feaf03d5576e1fb246d7012f3c6d9faf03de7584158599713&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F8812020%2F&secure%5Burl_type%5D=linkedin_company_website) 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, 35% Medium #### What Do G2 Reviewers Say About Bitrix24? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Bitrix24, enjoying seamless collaboration and streamlined workflows on a unified platform. - Users value the **seamless team collaboration** in Bitrix24, enhancing productivity through integrated tools and features. - Users admire the **integrated task management** of Bitrix24, enhancing collaboration and efficiency across teams. - Users appreciate the **integration of essential tools** in Bitrix24, boosting efficiency and collaboration across teams. - Users appreciate the **seamless integration** of tools in Bitrix24, enhancing productivity and collaboration across teams effectively. ##### Cons - Users find the **learning curve steep** with Bitrix24, as the interface can be cluttered and complex for newcomers. - Users express concern over **missing features** in Bitrix24, feeling that promised functionalities have been removed or altered. - Users express frustration over **limited features** in Bitrix24, feeling promised functionalities have been removed or restricted. - Users find Bitrix24 lacking **essential features for basic users** , with limited access requiring costly upgrades for full functionality. - Users report **performance issues** with Bitrix24, including slow loading times and a complex interface that hinders usability. #### 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 ### [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools. **Average Rating:** 4.4/5.0 **Total Reviews:** 14,231 #### How Do G2 Users Rate ActiveCampaign? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind ActiveCampaign? - **Seller:** [ActiveCampaign](https://www.g2.com/sellers/activecampaign) - **Company Website:** www.activecampaign.com - **Year Founded:** 2003 - **HQ Location:** Chicago, IL - **Twitter:** @ActiveCampaign 13,203 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ecaffa7a4dd54b3f72ef9abc63c48d5efe51974c2974dfaa5d09b34c1e0c97bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F221390%2F&secure%5Burl_type%5D=linkedin_company_website) 848 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 92% Small, 7% Medium #### What Do G2 Reviewers Say About ActiveCampaign? _AI-generated summary from verified user reviews_ ##### Pros - Users find ActiveCampaign's interface **easy to use** , enhancing communication and engagement with its versatile features. - Users value the **powerful automation features** of ActiveCampaign, enhancing engagement and streamlining marketing efforts effectively. - Users appreciate the **automation features** of ActiveCampaign, which streamline marketing activities and enhance customer engagement. - Users love the **powerful automation capabilities** of ActiveCampaign, enhancing customer engagement effortlessly and efficiently. - Users appreciate the **user-friendly automation and integration features** of ActiveCampaign, enhancing customer engagement and targeting. ##### Cons - Users face a **learning curve** with ActiveCampaign, needing extra support to master its powerful features efficiently. - Users find ActiveCampaign **expensive** , especially for startups, making it challenging for some customers to justify the cost. - Users find the **missing features** in ActiveCampaign limit their automation testing and client information collection capabilities. - Users find the **limited features** of ActiveCampaign frustrating, desiring more customization and easier access to key metrics. - Users find the ActiveCampaign platform **not intuitive** , making learning and setup time-consuming and challenging to navigate. #### What Are Recent G2 Reviews of ActiveCampaign? **["Super Intuitive Email & Automation Builder That’s Easy to Use"](https://www.g2.com/survey_responses/activecampaign-review-13195469)** **Rating:** 4.5/5.0 stars _— Irit L._ [Read full review](https://www.g2.com/survey_responses/activecampaign-review-13195469) **["Powerful Automations and Reporting That Drive Strategic Decisions"](https://www.g2.com/survey_responses/activecampaign-review-13200587)** **Rating:** 4.5/5.0 stars _— Pamela S._ [Read full review](https://www.g2.com/survey_responses/activecampaign-review-13200587) #### What Are G2 Users Discussing About ActiveCampaign? - [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment - [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment - [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment - [Does ActiveCampaign have a CRM?](https://www.g2.com/discussions/does-activecampaign-have-a-crm) - 7 comments - [What is ActiveCampaign used for?](https://www.g2.com/discussions/what-is-activecampaign-used-for) - 20 comments ### [LeadSquared Sales CRM](https://www.g2.com/products/leadsquared-sales-crm/reviews) LeadSquared Sales CRM is our core sales execution product, built to support inside sales, call center, and field sales teams in managing leads, tracking pipeline activity, and closing deals from a single platform. It functions as the central hub that our other modules — marketing, mobile, service — connect into. We cover several areas of the sales process. Our lead management handles capturing leads from various sources, qualifying and scoring them automatically, and routing them to the appropriate rep or team based on configurable rules. We give sales reps a "Smart Views" interface intended to show them a prioritized list of just their own tasks and leads, rather than a cluttered general view. Our opportunity management lets teams track deals with higher revenue potential separately from standard leads, including mapping multiple opportunities tied to the same account. We've built in communication tools including click-to-call dialing with call logging, and messaging via email, WhatsApp, and SMS, with the ability to send bulk campaigns or automated replies and track engagement on individual messages. Our no-code workflow builder lets admins configure sales processes — approvals, follow-up sequences, notifications — without needing developer involvement, and we support multiple concurrent sales processes for organizations running several product lines or teams. For field-based reps, our CRM includes the mobile app functionality we described above (territory management, GPS tracking, beat planning). Our reporting and dashboards cover call volume and connect rates, conversation tracking (opens/clicks on emails and messages), revenue by rep or region, and sales closure against targets, with role-based access so different teams see relevant views. We integrate with third-party tools spanning WhatsApp Business API, analytics platforms, telephony providers, payment gateways, and meeting schedulers. We typically price this product on a per-user, per-month basis, and we publish a separate pricing page for specific tiers. We market this product broadly across industries including education, financial services, healthcare, real estate, and automotive, and cite customers from various NBFCs and educational institutions in our case studies. **Average Rating:** 4.5/5.0 **Total Reviews:** 293 #### How Do G2 Users Rate LeadSquared Sales CRM? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind LeadSquared Sales CRM? - **Seller:** [LeadSquared](https://www.g2.com/sellers/leadsquared) - **Year Founded:** 2011 - **HQ Location:** Bangalore - **Twitter:** @LeadSquared 1,470 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ad5ab27826d6eabef0bbaf2f637d5ec31d28b4b1c1d762bc6bae650ab0d5756f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2502171%2F&secure%5Burl_type%5D=linkedin_company_website) 1,089 employees on LinkedIn® - **Phone:** 848-248-4002 #### Who Uses This Product? - **Who Uses This:** Inside sales specialist, Business Analyst - **Top Industries:** Education Management, Financial Services - **Company Size:** 54% Medium, 28% Large #### What Do G2 Reviewers Say About LeadSquared Sales CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **efficient lead management** of LeadSquared, enhancing organization and reducing manual tasks in their sales process. - Users find LeadSquared Sales CRM to be highly **user-friendly** , simplifying workflows and enhancing productivity in sales management. - Users value the **efficient lead generation** capabilities of LeadSquared, enhancing tracking and nurturing throughout the sales process. - Users commend the **efficiency** of LeadSquared Sales CRM, which streamlines tasks and automates reminders for better productivity. - Users find the **intuitive interface** of LeadSquared makes managing leads and workflows effortless and efficient. ##### Cons - Users experience **slow loading** issues and delays in customer support responses, impacting efficiency and frustration during usage. - Users experience a **steep learning curve** with LeadSquared due to its initial lack of intuitiveness and slow performance. - Users often experience **slow performance** with LeadSquared, particularly when handling large datasets or facing server issues. - Users point out the **missing AI integration** in LeadSquared Sales CRM, alongside performance and reporting limitations affecting usability. - Users find the **slow speed** of LeadSquared Sales CRM frustrating, especially when managing complex automations and large data. #### What Are Recent G2 Reviews of LeadSquared Sales CRM? **["Simplifies Lead Tracking Across Multiple Channels"](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013)** **Rating:** 4.5/5.0 stars _— Megha A._ [Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013) **["Simple, Time-Saving Tool"](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13077867)** **Rating:** 5.0/5.0 stars _— Vikas G._ [Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13077867) #### What Are G2 Users Discussing About LeadSquared Sales CRM? - [What is LeadSquared Sales + Mobile CRM used for?](https://www.g2.com/discussions/what-is-leadsquared-sales-mobile-crm-used-for) - 3 comments - [Is LeadSquared a good company?](https://www.g2.com/discussions/is-leadsquared-a-good-company) - 2 comments - [What is Mobile CRM and why is it important?](https://www.g2.com/discussions/what-is-mobile-crm-and-why-is-it-important) - 1 comment - [How much is LeadSquared?](https://www.g2.com/discussions/how-much-is-leadsquared) - [What is CRM in LeadSquared?](https://www.g2.com/discussions/what-is-crm-in-leadsquared) ### [Nutshell](https://www.g2.com/products/nutshell/reviews) 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. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,420 #### How Do G2 Users Rate Nutshell? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Nutshell? - **Seller:** [Nutshell](https://www.g2.com/sellers/nutshell) - **Company Website:** www.nutshell.com - **Year Founded:** 2009 - **HQ Location:** Ann Arbor, Michigan - **Twitter:** @nutshell 2,794 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9251047849ae0bf5895a9d04882f4c03d2f5b824668a7735584bbaaad8738f8e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwebfxinc%2F&secure%5Burl_type%5D=linkedin_company_website) 1,238 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 73% Small, 18% Medium #### What Do G2 Reviewers Say About Nutshell? _AI-generated summary from verified user reviews_ ##### Pros - Users find Nutshell to be **super easy to use** , significantly enhancing their organization and lead management. - Users value the **ease of organization** that Nutshell provides, enhancing efficiency throughout the admissions process. - Users value the **excellent customer support** from Nutshell, appreciating responsive assistance and comprehensive educational resources. - Users love the **user-friendly email marketing tools** in Nutshell, appreciating their effectiveness and seamless integration with other tools. - Users find Nutshell **intuitive and easy to use** , enhancing collaboration and providing a great user experience. ##### Cons - Users find Nutshell lacks essential **configuration and reporting features** , leading to inefficiencies and lost information during data entry. - Users note the **limited features** in Nutshell, particularly desiring more customization and advanced automation options. - Users notice **limited customization** options in Nutshell, impacting usability and personalization for mobile and email features. - Users find the **learning curve challenging** due to frequent changes and a complicated layout affecting workflow. - Users find the lack of **customization options and junk email filtering** in Nutshell's email management frustrating. #### What Are Recent G2 Reviews of Nutshell? **["Perfect for a one-man-show!"](https://www.g2.com/survey_responses/nutshell-review-4955887)** **Rating:** 5.0/5.0 stars _— Tom B._ [Read full review](https://www.g2.com/survey_responses/nutshell-review-4955887) **["Managing projects and client relationships feels much more organized"](https://www.g2.com/survey_responses/nutshell-review-13074453)** **Rating:** 5.0/5.0 stars _— Omar S._ [Read full review](https://www.g2.com/survey_responses/nutshell-review-13074453) ### [Creatio](https://www.g2.com/products/creatio/reviews) Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 315 #### How Do G2 Users Rate Creatio? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind Creatio? - **Seller:** [Creatio](https://www.g2.com/sellers/creatio) - **Company Website:** www.creatio.com - **Year Founded:** 2014 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Creatio\_Global 3,977 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8659c9aedce2bb0b992997a4038d075e8fa99899c384b7d6b36d9fb77101d8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcreatioglobal%2F&secure%5Burl_type%5D=linkedin_company_website) 1,150 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Small, 42% Medium #### What Do G2 Reviewers Say About Creatio? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Creatio, enabling quick implementation and seamless customization for their business needs. - Users value the **efficiency** of Creatio, enabling quick implementation and seamless customization for their business needs. - Users value the **customizability** of Creatio, enabling tailored processes and effective support for business needs. - Users appreciate the **facility to customize** Creatio, allowing for tailored solutions that enhance business processes and efficiency. - Users value the **extensive customization options** of Creatio, enhancing their ability to tailor solutions to specific needs. ##### Cons - Users find the **learning curve steep** , often needing training and support to effectively use Creatio. - Users are disappointed by the **missing features** in Creatio, particularly in advanced analytics and contact upload options. - Users find **limited features** in Creatio, particularly in analytics and marketplace app selection, hindering comprehensive functionality. - Users find **limited customization** options in Creatio, hindering the ability to tailor designs to specific needs. - Users find **limited options** in Creatio hinder flexibility, particularly for service businesses needing custom solutions and efficient contact uploads. #### What Are Recent G2 Reviews of Creatio? **["Quick Setup, No-Code Magic, But ALM Needs Improvement"](https://www.g2.com/survey_responses/creatio-review-12953072)** **Rating:** 5.0/5.0 stars _— Jarema P._ [Read full review](https://www.g2.com/survey_responses/creatio-review-12953072) **["Empowers Customer Focus with Flexible, Bank-Ready Workflows"](https://www.g2.com/survey_responses/creatio-review-12953782)** **Rating:** 4.5/5.0 stars _— Tanner W._ [Read full review](https://www.g2.com/survey_responses/creatio-review-12953782) #### What Are G2 Users Discussing About Creatio? - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment ### [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA). **Average Rating:** 3.8/5.0 **Total Reviews:** 1,463 #### How Do G2 Users Rate Dynamics 365 Sales? - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind Dynamics 365 Sales? - **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft) - **Year Founded:** 1975 - **HQ Location:** Redmond, Washington - **Twitter:** @microsoft 13,091,739 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website) 231,632 employees on LinkedIn® - **Ownership:** MSFT #### Who Uses This Product? - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 41% Medium, 31% Small #### What Do G2 Reviewers Say About Dynamics 365 Sales? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Dynamics 365 Sales, benefiting from its intuitive design and seamless Microsoft integration. - Users value the **seamless integration** with Microsoft products, enhancing efficiency and streamlining processes in Dynamics 365 Sales. - Users value the **efficient lead management** capabilities of Dynamics 365 Sales, enhancing sales performance and productivity. - Users find Dynamics 365 Sales **extremely helpful** for tracking leads and boosting sales productivity effectively. - Users value the **excellent customization options** in Dynamics 365 Sales, enhancing efficiency and improving workflow management. ##### Cons - Users experience a **steep learning curve** with Dynamics 365 Sales, especially if unfamiliar with CRM systems. - Users struggle with the **complex customization** of Dynamics 365 Sales, often requiring significant time and technical support. - Users find the interface of Dynamics 365 Sales **not intuitive** , making navigation and task completion sometimes cumbersome. - Users note that the **licensing costs** for Dynamics 365 Sales can escalate quickly with added features and complexities. - Users notice **limited features** in Dynamics 365 Sales, particularly in on-premise versions, impacting overall user experience. #### What Are Recent G2 Reviews of Dynamics 365 Sales? **["Strong Microsoft integration and 360° customer view with compelling sales automation"](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697)** **Rating:** 5.0/5.0 stars _— Andreas S._ [Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697) **["Robust CRM with Seamless Microsoft Integration"](https://www.g2.com/survey_responses/dynamics-365-sales-review-13195776)** **Rating:** 4.5/5.0 stars _— Shrey S._ [Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-13195776) #### What Are G2 Users Discussing About Dynamics 365 Sales? - [I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?](https://www.g2.com/discussions/i-m-new-to-dynamics-365-sales-and-struggling-to-set-up-and-customize-the-sales-pipeline-can-someone-guide-me-through-this-process) - 2 comments - [What is Dynamics 365 Sales used for?](https://www.g2.com/discussions/what-is-dynamics-365-sales-used-for) - 1 comment - [Is Dynamics 365 any good?](https://www.g2.com/discussions/is-dynamics-365-any-good) - [What Dynamics 365 application can be used for point of sales?](https://www.g2.com/discussions/what-dynamics-365-application-can-be-used-for-point-of-sales) - 1 comment - [What is the difference between Dynamics CRM and Dynamics 365?](https://www.g2.com/discussions/what-is-the-difference-between-dynamics-crm-and-dynamics-365) ### [Oracle Siebel](https://www.g2.com/products/oracle-siebel/reviews) The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why Oracle? Siebel delivers a combination of transactional, analytical, and engagement features to manage all customer-facing operations. With solutions tailored to more than 20 industries, Siebel CRM delivers comprehensive on premise and on demand CRM solutions that are tailored industry solutions with ole-based customer intelligence and pre-built integration. **Average Rating:** 3.5/5.0 **Total Reviews:** 418 #### How Do G2 Users Rate Oracle Siebel? - **Has the product been a good partner in doing business?:** 7.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Oracle Siebel? - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle 827,997 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website) 208,078 employees on LinkedIn® - **Ownership:** NYSE:ORCL #### Who Uses This Product? - **Who Uses This:** Consultant, Customer Service Representative - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 63% Large, 26% Medium #### What Do G2 Reviewers Say About Oracle Siebel? _AI-generated summary from verified user reviews_ ##### Pros - Users find Oracle Siebel **easy to use** , facilitating seamless integration into daily workflows and training. - Users find the **easy setup** of Oracle Siebel to be time-efficient and beneficial for daily business operations. - Users appreciate the **robust features** of Oracle Siebel, making customer management and business activities seamless and efficient. - Users value the **seamless integration** of Oracle Siebel, enhancing daily workflows and customer management efficiently. - Users praise the **responsive customer support** of Oracle Siebel, enhancing their overall experience and productivity. ##### Cons - Users struggle with the **steep learning curve** of Oracle Siebel, making initial usage challenging and time-consuming. - Users face **connectivity issues** when accessing Oracle Siebel in the field, affecting data retrieval and speed. - Users find Oracle Siebel's **high complexity** challenging initially, requiring time and upgrades to navigate efficiently. - Users occasionally face **unusable system issues** with Oracle Siebel, which can disrupt their experience significantly. - Users find Oracle Siebel **expensive** , making it challenging for small enterprises to invest in its implementation and usage. #### What Are Recent G2 Reviews of Oracle Siebel? **["Effortless Transition, Needs UI Upgrade"](https://www.g2.com/survey_responses/oracle-siebel-review-12827916)** **Rating:** 4.0/5.0 stars _— Vivek M._ [Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12827916) **["Unmatched Data Integrity and Robust Architecture for Enterprise Workflows"](https://www.g2.com/survey_responses/oracle-siebel-review-12918458)** **Rating:** 5.0/5.0 stars _— Anup A._ [Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12918458) #### What Are G2 Users Discussing About Oracle Siebel? - [What is Oracle Siebel used for?](https://www.g2.com/discussions/what-is-oracle-siebel-used-for) - 1 comment ### [Pipedrive](https://www.g2.com/products/pipedrive/reviews) Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales. **Average Rating:** 4.3/5.0 **Total Reviews:** 3,055 #### How Do G2 Users Rate Pipedrive? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind Pipedrive? - **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive) - **Company Website:** www.pipedrive.com - **Year Founded:** 2010 - **HQ Location:** New York - **Twitter:** @pipedrive 14,355 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=593f28c37b331c98d518c81ecb518081b4eb6dcf79869bad97f35f51a7d3bcef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1876917%2F&secure%5Burl_type%5D=linkedin_company_website) 1,051 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Sales Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 70% Small, 23% Medium #### What Do G2 Reviewers Say About Pipedrive? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** in Pipedrive, enjoying an intuitive interface and straightforward navigation. - Users appreciate the **intuitive interface** of Pipedrive, allowing easy customization and seamless interaction without a tech background. - Users appreciate the **ease of use** of Pipedrive, making daily operations and setup straightforward and user-friendly. - Users commend Pipedrive for its **helpful features** that enhance client management and organization, making tasks easier. - Users value the **seamless integrations** of Pipedrive, enhancing campaign attribution and boosting overall organizational efficiency. ##### Cons - Users find the **missing features** and high costs of add-ons limiting for solo practices and small businesses. - Users find **limited features** in Pipedrive, particularly in reporting and automation, hindering advanced functionality. - Users find the **steep learning curve** challenging, requiring more training and time to master Pipedrive's features. - Users face **integration issues** with Pipedrive, particularly with Google Calendar, complicating meeting details accessibility. - Users find the **subscription costs excessive** , making it challenging for smaller practices to justify the expense. #### What Are Recent G2 Reviews of Pipedrive? **["A great visual and customizable CRM with Room for Label Improvements"](https://www.g2.com/survey_responses/pipedrive-review-13019176)** **Rating:** 4.0/5.0 stars _— Pasi R._ [Read full review](https://www.g2.com/survey_responses/pipedrive-review-13019176) **["Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline"](https://www.g2.com/survey_responses/pipedrive-review-13043351)** **Rating:** 5.0/5.0 stars _— Mark (Max) D._ [Read full review](https://www.g2.com/survey_responses/pipedrive-review-13043351) #### What Are G2 Users Discussing About Pipedrive? - [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments - [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments - [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/what-is-pipedrive-used-for) - 2 comments ### [Planhat](https://www.g2.com/products/planhat/reviews) Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security. **Average Rating:** 4.5/5.0 **Total Reviews:** 942 #### How Do G2 Users Rate Planhat? - **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:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Planhat? - **Seller:** [Planhat](https://www.g2.com/sellers/planhat) - **Company Website:** www.planhat.com - **Year Founded:** 2015 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @planhat 1,045 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0532de0a57ab5ad26032eca9b36751853eefa678afdf93aa4efe6efaf1c6d5b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10168756%2F&secure%5Burl_type%5D=linkedin_company_website) 232 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Customer Success Manager, Head of Customer Success - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 59% Medium, 32% Small #### What Do G2 Reviewers Say About Planhat? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency. - Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success. - Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs. - Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity. - Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health. ##### Cons - Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation. - Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively. - Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts. - Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially. - Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation. #### What Are Recent G2 Reviews of Planhat? **["Intuitive UI, Powerful Integrations, and a Supportive Planhat Team"](https://www.g2.com/survey_responses/planhat-review-13119419)** **Rating:** 4.5/5.0 stars _— Carly P._ [Read full review](https://www.g2.com/survey_responses/planhat-review-13119419) **["A Strategic Platform for Scaling Customer Success"](https://www.g2.com/survey_responses/planhat-review-11771625)** **Rating:** 5.0/5.0 stars _— Ty R._ [Read full review](https://www.g2.com/survey_responses/planhat-review-11771625) #### What Are G2 Users Discussing About Planhat? - [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for) - ‹ Prev‹ Prev - 1 - [2](/categories/crm/enterprise?attributes%5B15%5D=35&order=g2_score&page=2&selected_view=grid#product-list) - [3](/categories/crm/enterprise?attributes%5B15%5D=35&order=g2_score&page=3&selected_view=grid#product-list) - [4](/categories/crm/enterprise?attributes%5B15%5D=35&order=g2_score&page=4&selected_view=grid#product-list) - [Next ›Next ›](/categories/crm/enterprise?attributes%5B15%5D=35&order=g2_score&page=2&selected_view=grid#product-list) Spotlight Categories [Session Replay Software](https://www.g2.com/categories/session-replay) [Employee Recognition Software](https://www.g2.com/categories/employee-recognition) [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance) [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) [Loyalty Management Software](https://www.g2.com/categories/loyalty-management) Similar Categories - [Sales Compensation](/categories/sales-compensation) - [AI Sales Assistant](/categories/ai-sales-assistant) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) - [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i) [Browse CRM Themes](/categories/crm/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated Products classified in the overall CRM category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business CRM category. In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Enterprise Business CRM Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business. Top Tools at a Glance | | AI-automated pipeline-to-close CRM workflows | User Review "Scalable CRM for Modern Enterprise Sales Teams" | | | Pipeline visibility with automated sales sequencing | User Review "User-Friendly, Highly Customizable, and Complete—Covers Everything I Need" | | | Visual sales pipeline with deal-stage automation | User Review "A great visual and customizable CRM with Room for Label Improvements" | | | Visual pipeline tracking with no-code automation | User Review "User-Friendly, Customisable Platform That Keeps Teams Aligned" | | | Centralized lead-to-deal pipeline with workflow automation | User Review "A Cost-Effective, Turnkey CRM Solution" | | | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | User Review "Excellent CRM for Managing Business Leads Efficiently" | | | High-velocity outbound sales with built-in dialer | User Review "Productive Communication, Needs Better Data Visibility" | | | Behavior-triggered CRM with automation workflows | User Review "Powerful Automations and Reporting That Drive Strategic Decisions" | | | Omnichannel CRM with white-label automation workflows | User Review "Outstanding C \*\*\*\*\* 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email" | | | Flexible, AI-native pipeline and relationship CRM | User Review "Attio’s Flexible Data Model and Fast UI Make CRM Work Feel Effortless" | * * * Show More