# Best Enterprise CRM Software - Page 2 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* 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 CRM Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,664 reviews) | AI-automated pipeline-to-close CRM workflows | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,262 reviews) | Pipeline visibility with automated sales sequencing | "[Comprehensive and User-Friendly CRM for Streamlined Sales Processes](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,042 reviews) | Visual sales pipeline with deal-stage automation | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 4 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,835 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[Zoho CRM: Powerful, Easy-to-Use Platform with Great Automation and Integrations](https://www.g2.com/survey_responses/zoho-crm-review-13076752)" | | 5 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,029 reviews) | High-velocity outbound sales with built-in dialer | "[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)" | | 6 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,246 reviews) | Visual pipeline tracking with no-code automation | "[Highly Customizable CRM That Keeps Deals, Tasks, and Pipelines Perfectly Organized](https://www.g2.com/survey_responses/monday-crm-review-13093905)" | | 7 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (840 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Simple and easy to use for our Franchising and consulting business](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501)" | | 8 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,171 reviews) | Behavior-triggered CRM with automation workflows | "[Powerful, Intuitive Automations That Streamline Email and CRM in ActiveCampaign](https://www.g2.com/survey_responses/activecampaign-review-13041580)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (631 reviews) | Omnichannel CRM with white-label automation workflows | "[Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM](https://www.g2.com/survey_responses/highlevel-review-13050560)" | | 10 | [Attio](https://www.g2.com/products/attio/reviews) | 4.3/5.0 (541 reviews) | Flexible, AI-native pipeline and relationship CRM | "[Fantastic All-in-One CRM with Intuitive Workflows and Powerful AI Agents](https://www.g2.com/survey_responses/attio-review-12997836)" | ## 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=464&focus%5B%5D=576&focus%5B%5D=1174041&focus%5B%5D=1816&focus%5B%5D=1934) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, SAP Sales Cloud, Oracle Sales Cloud, Zoho CRM, monday CRM, Bitrix24, and ActiveCampaign. Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=sap-sap-sales-cloud&focus%5B%5D=oracle-sales-cloud&focus%5B%5D=zoho-crm&focus%5B%5D=monday-crm&focus%5B%5D=bitrix24&focus%5B%5D=activecampaign&segment=enterprise) ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,067 ### Category Stats (Jul 2026) - **Average Rating**: 4.38/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month *Last updated: July 12, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 121,200+ Authentic Reviews - 1,067+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### SAP Sales Cloud 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 [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-13T09%3A10%3A02Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&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%3Fpage%3D4&secure%5Btoken%5D=a46baa9cf9ead748089de6ad2e0db5b9459ba4ad9ec33d113309e18f11600247&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fproducts%2Fcrm%2Fsales-cloud.html&secure%5Burl_type%5D=paid_promos) --- ## CRM Software Features & Capabilities ### What are the Best CRM Software with Campaign Management? Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. **Top-rated CRM Software for Campaign Management:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Campaign Management](https://www.g2.com/categories/crm/f/campaign-management) ### What are the Best CRM Software with Social Collaboration Features? Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone **Top-rated CRM Software for Social Collaboration Features:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Collaboration Features](https://www.g2.com/categories/crm/f/social-collaboration-features) ### What are the Best CRM Software with Marketing ROI Analytics? Enables analysis of effectiveness of an organizations various marketing activities **Top-rated CRM Software for Marketing ROI Analytics:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Marketing ROI Analytics](https://www.g2.com/categories/crm/f/marketing-roi-analytics) ### What are the Best CRM Software with Document & Content Mgmt.? Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. **Top-rated CRM Software for Document & Content Mgmt.:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Document & Content Mgmt.](https://www.g2.com/categories/crm/f/document-content-mgmt) ### What are the Best CRM Software with Social Network Integration? Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. **Top-rated CRM Software for Social Network Integration:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Network Integration](https://www.g2.com/categories/crm/f/social-network-integration) ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [Membrain](https://www.g2.com/products/membrain/reviews) Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain's sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform's user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape. **Average Rating:** 4.6/5.0 **Total Reviews:** 211 **How Do G2 Users Rate Membrain?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Membrain?** - **Seller:** [Membrain](https://www.g2.com/sellers/membrain) - **Company Website:** https://www.membrain.com/ - **Year Founded:** 2012 - **HQ Location:** Stockholm, Sweden - **Twitter:** @membrain_com (1,990 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/membraincom/ (39 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 60% Small-Business, 34% Mid-Market #### What Are Membrain's Pros and Cons? **Pros:** - Ease of Use (42 reviews) - Customization (26 reviews) - Customizability (23 reviews) - Easy Customization (21 reviews) - Intuitive (20 reviews) **Cons:** - Missing Features (17 reviews) - Learning Curve (11 reviews) - Email Issues (7 reviews) - Integration Issues (7 reviews) - Limited Features (7 reviews) ### What Do G2 Reviewers Say About Membrain? *AI-generated summary from verified user reviews* **Pros:** - Users find Membrain to be **very easy to navigate** , with customizable dashboards ensuring efficient task management. - Users appreciate the **customizability** of Membrain, finding it easy to navigate and tailored to their needs. - Users highly value the **customizability** of Membrain, enabling tailored workflows and exceptional support for various industries. - Users value the **easy customization** of Membrain, tailoring the CRM to meet their specific business needs effectively. - Users highlight Membrain's **intuitive design** , making it easy to navigate and utilize its extensive features effectively. **Cons:** - Users find the **missing features** such as robust analytics and a customer portal frustrating in Membrain. - Users find the **learning curve challenging** due to complex setup processes and a lack of preset templates. - Users find the **email integration lacking** , facing issues with notifications and file attachments impacting usability. - Users face **integration issues** with third-party software, leading to slow syncing and broken functionalities. - Users find the **limited features** of Membrain insufficient for their prospecting and reporting needs. #### What Are Recent G2 Reviews of Membrain? **"[Membrain user for an Internal Sales role.](https://www.g2.com/survey_responses/membrain-review-10736226)"** **Rating:** 4.0/5.0 stars *— Moises B.* [Read full review](https://www.g2.com/survey_responses/membrain-review-10736226) --- **"[Top-Notch Support, User-Friendly UI, and Powerful Workflow Customization](https://www.g2.com/survey_responses/membrain-review-12622325)"** **Rating:** 4.5/5.0 stars *— Chris W.* [Read full review](https://www.g2.com/survey_responses/membrain-review-12622325) --- #### What Are G2 Users Discussing About Membrain? - [What is Membrain used for?](https://www.g2.com/discussions/what-is-membrain-used-for) - 2 comments ### 2. [Act!](https://www.g2.com/products/act/reviews) Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes AI-History Summary, Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Payments, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. **Average Rating:** 3.9/5.0 **Total Reviews:** 502 **How Do G2 Users Rate Act!?** - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Act!?** - **Seller:** [Act!](https://www.g2.com/sellers/act) - **Company Website:** https://www.act.com/ - **Year Founded:** 1987 - **HQ Location:** Scottsdale, AZ - **Twitter:** @ActCRM (5,296 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/77772/ (217 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Financial Services, Marketing and Advertising - **Company Size:** 78% Small-Business, 17% Mid-Market #### What Are Act!'s Pros and Cons? **Pros:** - Ease of Use (31 reviews) - Customer Management (21 reviews) - Customer Support (18 reviews) - Contact Management (15 reviews) - Organization Efficiency (14 reviews) **Cons:** - Integration Issues (13 reviews) - Missing Features (13 reviews) - Learning Curve (11 reviews) - Not User-Friendly (9 reviews) - Not Intuitive (6 reviews) ### What Do G2 Reviewers Say About Act!? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Act!, making organization and task management seamless and efficient. - Users appreciate the **effective customer management** in Act!, streamlining access to organized data and enhancing communication. - Users praise the **responsive customer support** of Act!, making setup and troubleshooting a breeze. - Users value the **intuitive and efficient contact management** of Act!, enhancing workflow and organization seamlessly. - Users appreciate the **organization efficiency** of Act!, enhancing their database management and contact categorization significantly. **Cons:** - Users face significant **integration issues** with Act!, struggling to connect with other tools and maintain stability. - Users find **missing features** in Act!, including a lack of mobile apps and complicated reporting tools. - Users find the **learning curve steep** , as the outdated interface complicates navigation and effective use of Act!. - Users find Act! to have an **outdated and complex interface** , complicating setup and usability significantly. - Users find Act! to have a **non-intuitive interface** , making navigation and setup challenging and frustrating. #### What Are Recent G2 Reviews of Act!? **"[Easily Stores and Accesses Key Day-to-Day Business Information](https://www.g2.com/survey_responses/act-review-12985746)"** **Rating:** 4.0/5.0 stars *— Mike S.* [Read full review](https://www.g2.com/survey_responses/act-review-12985746) --- **"[Good Visibility Across Contacts, Activities, and Follow-Ups](https://www.g2.com/survey_responses/act-review-12945733)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/act-review-12945733) --- #### What Are G2 Users Discussing About Act!? - [What is Act! used for?](https://www.g2.com/discussions/what-is-act-used-for) ### 3. [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry. **Average Rating:** 4.3/5.0 **Total Reviews:** 911 **How Do G2 Users Rate Pipeline CRM?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Pipeline CRM?** - **Seller:** [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm) - **Company Website:** https://pipelinecrm.com/ - **Year Founded:** 2006 - **HQ Location:** Seattle, WA - **Twitter:** @PipelineDeals (2,861 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1073626/ (28 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Manager, President - **Top Industries:** Construction, Marketing and Advertising - **Company Size:** 65% Small-Business, 27% Mid-Market #### What Are Pipeline CRM's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Pipeline Management (6 reviews) - Intuitive (5 reviews) - Lead Management (5 reviews) - Reporting (5 reviews) **Cons:** - Limited Features (7 reviews) - Limited Customization (6 reviews) - Integration Issues (5 reviews) - Missing Features (4 reviews) - Slow Performance (3 reviews) ### What Do G2 Reviewers Say About Pipeline CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Pipeline CRM, making it simple to manage deals and prospects. - Users value the **exceptional sales pipeline management** of Pipeline CRM, enhancing their competitive advantage and client relationships. - Users praise Pipeline CRM for its **intuitive interface** , making lead management and deal tracking quick and efficient. - Users appreciate the **organized lead management** of Pipeline CRM, which helps maintain smooth progress in deals. - Users commend the **helpful reporting** features of Pipeline CRM for effectively tracking sales progress and opportunities. **Cons:** - Users find the **limited features** of Pipeline CRM hinder effective use, especially compared to the desktop version. - Users find the **customization limitations** of Pipeline CRM restrictive, particularly for businesses with complex sales processes. - Users find the **integration issues** with Pipeline CRM restrict its overall effectiveness and potential for customization. - Users find the **missing features** in Pipeline CRM limit deep integration and mobile app functionality, affecting overall usability. - Users experience **slow performance** with Pipeline CRM, facing lags and integration challenges that hinder efficiency. #### What Are Recent G2 Reviews of Pipeline CRM? **"[Pipeline CRM’s Clean, Simple Interface Makes Tracking Deals Effortless](https://www.g2.com/survey_responses/pipeline-crm-review-12996287)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12996287) --- **"[Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12880667) --- #### What Are G2 Users Discussing About Pipeline CRM? - [What is Pipeline CRM used for?](https://www.g2.com/discussions/what-is-pipeline-crm-used-for) ### 4. [EngageBay](https://www.g2.com/products/engagebay/reviews) EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle. **Average Rating:** 4.6/5.0 **Total Reviews:** 674 **How Do G2 Users Rate EngageBay?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind EngageBay?** - **Seller:** [EngageBay Inc](https://www.g2.com/sellers/engagebay-inc) - **Company Website:** https://www.engagebay.com/ - **Year Founded:** 2018 - **HQ Location:** Wilmington, Delaware - **Twitter:** @engagebay (16,866 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/13655085/ (53 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Marketing Manager, Founder - **Top Industries:** Information Technology and Services, Staffing and Recruiting - **Company Size:** 70% Small-Business, 32% Mid-Market #### What Are EngageBay's Pros and Cons? **Pros:** - Ease of Use (244 reviews) - Automation (170 reviews) - Customer Support (167 reviews) - Features (167 reviews) - Automations (141 reviews) **Cons:** - Missing Features (108 reviews) - Limited Features (85 reviews) - Reporting Issues (74 reviews) - Limited Customization (69 reviews) - Poor Reporting (64 reviews) ### What Do G2 Reviewers Say About EngageBay? *AI-generated summary from verified user reviews* **Pros:** - Users find EngageBay to be remarkably **user-friendly** , enhancing efficiency by unifying various tools into one platform. - Users value the **streamlined automation** of EngageBay, which enhances organization and saves significant time in daily tasks. - Users commend the **responsive customer support** at EngageBay, highlighting the quick assistance and helpfulness of the support staff. - Users love the **seamless integration** of CRM, email, and automation in EngageBay, enhancing workflow efficiency. - Users appreciate the **streamlined automation features** of EngageBay, enhancing efficiency and organization in their daily tasks. **Cons:** - Users express frustration over **missing advanced features** like email threading and data analysis options in EngageBay. - Users find EngageBay's **limited features** frustrating, particularly regarding mobile functionality and email threading capabilities. - Users find the **reporting features limited** and lacking detail, especially for specific industry needs like manufacturing. - Users find the **limited customization options** for features like landing pages and workflows frustrating and restrictive. - Users express concerns over **poor reporting** options, citing limited flexibility for in-depth analysis and segmentation needs. #### What Are Recent G2 Reviews of EngageBay? **"[EngageBay Keeps Customer Info Organized and Saves Me Time Daily](https://www.g2.com/survey_responses/engagebay-review-13093549)"** **Rating:** 4.5/5.0 stars *— Muhammad S.* [Read full review](https://www.g2.com/survey_responses/engagebay-review-13093549) --- **"[EngageBay Keeps Customer Info Organized in One Place](https://www.g2.com/survey_responses/engagebay-review-13092484)"** **Rating:** 5.0/5.0 stars *— Danni H.* [Read full review](https://www.g2.com/survey_responses/engagebay-review-13092484) --- #### What Are G2 Users Discussing About EngageBay? - [What is EngageBay All-in-One Suite used for?](https://www.g2.com/discussions/what-is-engagebay-all-in-one-suite-used-for) ### 5. [Close](https://www.g2.com/products/close/reviews) Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity. **Average Rating:** 4.7/5.0 **Total Reviews:** 2,029 **How Do G2 Users Rate Close?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Close?** - **Seller:** [Close](https://www.g2.com/sellers/close) - **Company Website:** https://close.com - **Year Founded:** 2013 - **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States - **Twitter:** @Close (6,592 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2597204/ (213 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 76% Small-Business, 20% Mid-Market #### What Are Close's Pros and Cons? **Pros:** - Ease of Use (753 reviews) - Helpful (441 reviews) - Features (394 reviews) - Simple (387 reviews) - Intuitive (358 reviews) **Cons:** - Missing Features (244 reviews) - Call Issues (181 reviews) - Limited Features (130 reviews) - Limited Customization (95 reviews) - Learning Curve (92 reviews) ### What Do G2 Reviewers Say About Close? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Close, finding the platform intuitive and efficient for sales activities. - Users appreciate the **ease of use** of Close, finding it seamless for sales teams and efficient in reporting. - Users appreciate the **valuable communication features** of Close, enhancing efficiency and effectiveness in managing client interactions. - Users love the **intuitive interface** of Close, making lead management smooth and efficient for everyday tasks. - Users love the **intuitive design** of Close, finding it clean, easy to use, and highly efficient for communication. **Cons:** - Users note the **missing features** in Close, especially the limitations of the mobile app compared to the desktop version. - Users experience **frequent call issues** like disconnects and headset problems, requiring occasional restarts for better performance. - Users find the **limited features** of Close frustrating, especially for B2C needs without upgrade options. - Users find the **limited customization** options frustrating, lacking advanced dashboard capabilities and tailored reporting features. - Users find the **learning curve challenging** due to merging leads and limited customization options within Close. #### What Are Recent G2 Reviews of Close? **"[Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement](https://www.g2.com/survey_responses/close-review-9339114)"** **Rating:** 4.5/5.0 stars *— Gaël L.* [Read full review](https://www.g2.com/survey_responses/close-review-9339114) --- **"[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)"** **Rating:** 5.0/5.0 stars *— Tristan W.* [Read full review](https://www.g2.com/survey_responses/close-review-9087574) --- #### What Are G2 Users Discussing About Close? - [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments - [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment ### 6. [Salesflare](https://www.g2.com/products/salesflare/reviews) Salesflare is the intelligent CRM that small and medium-sized businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can't fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers. Salesflare works wherever you work and with whatever you are working with. Use it on desktop, mobile or just from a sidebar straight from your email inbox (Gmail and Outlook) and LinkedIn. Get even more out of Salesflare by integrating with 5000+ other productivity tools, such as Google Workspace, MailChimp, Trello and Slack. **Average Rating:** 4.8/5.0 **Total Reviews:** 296 **How Do G2 Users Rate Salesflare?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Salesflare?** - **Seller:** [Salesflare](https://www.g2.com/sellers/salesflare) - **Year Founded:** 2014 - **HQ Location:** N/A - **Twitter:** @salesflare (7,012 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Co-Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small-Business, 14% Mid-Market #### What Are Salesflare's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Helpful (13 reviews) - Time-saving (11 reviews) - Features (10 reviews) - Automation (9 reviews) **Cons:** - Missing Features (9 reviews) - Limited Features (6 reviews) - Limited Customization (3 reviews) - Reporting Issues (3 reviews) - Feature Issues (2 reviews) ### What Do G2 Reviewers Say About Salesflare? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** in Salesflare, enabling effortless CRM management and streamlined workflows. - Users appreciate the **responsive support** of Salesflare, which aids in seamless onboarding and CRM transition. - Users praise Salesflare for its **time-saving automation** , simplifying CRM management and enhancing overall productivity. - Users adore the **effortless automation** of Salesflare, enhancing productivity and ensuring no leads are overlooked. - Users value the **automation features** of Salesflare, enhancing efficiency and ensuring no opportunities are missed. **Cons:** - Users feel Salesflare lacks **essential advanced features** , which may limit those accustomed to more customized CRMs. - Users find Salesflare has **limited features** , which may not suffice for companies needing more advanced capabilities. - Users find the **limited customization** options of Salesflare restrict their ability to tailor the CRM to their needs. - Users note that **reporting issues** hinder deeper analytics, limiting the overall effectiveness of Salesflare. - Users find **feature limitations** in Salesflare, particularly regarding customization options and advanced reporting capabilities. #### What Are Recent G2 Reviews of Salesflare? **"[Responsive Human Support and Continuous Innovation That Keeps Getting Better](https://www.g2.com/survey_responses/salesflare-review-12974906)"** **Rating:** 4.5/5.0 stars *— Verified User in Media Production* [Read full review](https://www.g2.com/survey_responses/salesflare-review-12974906) --- **"[Simplistic Yet Powerful CRM with Stellar Support](https://www.g2.com/survey_responses/salesflare-review-12441506)"** **Rating:** 5.0/5.0 stars *— Matthew L.* [Read full review](https://www.g2.com/survey_responses/salesflare-review-12441506) --- ### 7. [NetHunt CRM](https://www.g2.com/products/nethunt-crm/reviews) NetHunt is a sales automation tool that literally lives inside your Gmail and other Google Workspace apps. It helps sales teams manage leads, nurture customer relations, monitor sales progress, and close more deals. Businesses grow x5 with NetHunt CRM, check customer stories - https://nethunt.com/case-studies 🥇 Google Cloud Partner 🥇 Google Security Assessment Program Passed We’ve built the best CRM integration with Gmail allowing for 100% CRM functionality from within Gmail. ✅ No more switching tabs ✅ No more data entry ✅ Everything is in one place ✅ In a familiar interface, within an app that you use daily Watch our demo: https://youtu.be/wD-tjeX6x\_s Browse Help Center: https://help.nethunt.com/en/ MORE ABOUT NETHUNT CRM 🙂 Organize your customer base Use core CRM features in NetHunt to organize your customer base in the most efficient way. ✓ Say goodbye to tedious data entry forever. ✓ Use NetHunt’s duplicate prevention feature to keep your data clean at all times. ✓ The required fields feature watches over your data to make sure you’ve got what you need. ✓ Your customer base is securely stored in one place, protected from leaks or prying eyes by proper access management. 📞 Capture new leads through multiple channels NetHunt CRM is integrated with multiple tools that allows you to get new leads from different sources and store communication within CRM records. ✓ Create new leads from inbound and outbound calls ✓ Turn website chats into new leads ✓ Get new leads from social media platforms ✓ Add new leads to CRM from messengers ✓ Capture leads from custom web forms 📋 Segment leads and customers base Break down your customer base into targeted segments to send personalized pitches by using various macros - job title, need, company size and more. ✓ Use custom filters and views to segment your contacts. ✓ Save an unlimited number of segments for yourself or share them with the team. ✓ Have these segments updated automatically when new users match certain parameters. 💲 Build sales pipeline Turn contacts into leads and push them down the beautiful, functional pipeline. ✓ Add new deals, their value, probability of closing and expected close date. ✓ Track deals progress through the pipeline stages. ✓ Know revenue stuck at every stage of the pipeline ✓ Spot blocked leads and how to push them towards purchase. ✓ Create one or several custom pipelines for your products and services. ✓ Build forecasts you can trust. ⭕ Manage Tasks Organize your workday and manage the workload of your team. All within Gmail. ✓ Manage Tasks and collaborate with your team inside Gmail. ✓ Assign Tasks automatically by certain criteria or round-robin algorithm. ✓ Link Tasks to emails and CRM records. ✓ Receive daily Tasks Digest to plan your day. 🤖 Automate sales processes in Gmail NetHunt CRM allows users to automate the entire sales process – from lead capture to deals’ pipeline stage to notifications. ✓ Capture leads from different sources and add them in your CRM. ✓ Assign managers to leads and set up personalised auto-replies. ✓ Prioritise leads automatically depending on their behaviour ✓ Set sequences to nurture leads. ✓ Automatically link email conversations, chats, calls to CRM profiles. ✓ Have an algorithm move a lead to the next pipeline stage based on the lead’s response. ✓ Create automatic tasks for the team. ✓ Set notifications to the team when important changes happen in the pipeline. ✓ Automate data entry. ✉️ Email automation ✓ Create personal and shared email templates in Gmail. ✓ Write repetitive emails easily and quickly. ✓ Personalize email templates with custom fields. ✓ Use email templates in daily email correspondence, email campaigns or automated email sequences. 📩 Email tracking Track your email opens and clicks in Gmail. ✓ Know if, when, and how often the receiver views your emails in real-time. ✓ Know when people open your emails to provide insights for your team. ✓ Prioritise leads based on how many times they open emails or click on the links. ✓ Use email tracking for regular emails, email campaigns and automated email sequences. 🔁 Email campaigns Send email campaigns and follow-up campaigns in Gmail. ✓ Send email campaigns to custom segments or all of your customer base. ✓ Set follow-up emails to previous email campaigns. ✓ Monitor campaigns stats: opens, clicks, unsubscribes, bounces, and replies. ✓ Send email campaigns via Gmail, NetHunt SMTP or your own SMTP server. 📊 Sales reporting Track key business metrics and team performance with reports in NetHunt CRM. ✓ Track the effectiveness of the entire team and every manager separately – the number of sent emails, presentations made, calls made, etc. ✓ Analyze business growth compared to previous periods – the number of closed deals as well as revenue generated. ✓ Analyze revenue by breaking it down by a manager, by a certain product, by country, etc. ✓ Track your quota attainment. ✓ Analyze the reasons for losing deals. ✓ Build a sales forecast you can trust. **Average Rating:** 4.6/5.0 **Total Reviews:** 278 **How Do G2 Users Rate NetHunt CRM?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind NetHunt CRM?** - **Seller:** [NetHunt CRM](https://www.g2.com/sellers/nethunt-crm) - **Year Founded:** 2015 - **HQ Location:** Kiev - **Twitter:** @nethuntcrm (2,154 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10626162/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Director - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small-Business, 18% Mid-Market #### What Are NetHunt CRM's Pros and Cons? **Pros:** - Ease of Use (16 reviews) - Gmail Integration (14 reviews) - Integrations (12 reviews) - Integration (11 reviews) - Easy Integration (10 reviews) **Cons:** - Learning Curve (7 reviews) - Missing Features (5 reviews) - Email Issues (4 reviews) - Limited Features (4 reviews) - Complexity (3 reviews) ### What Do G2 Reviewers Say About NetHunt CRM? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of NetHunt CRM, enhancing workflow and managing sales relationships efficiently. - Users love the **seamless Gmail integration** of NetHunt CRM, enabling efficient management of leads directly in their inbox. - Users love the **seamless integrations** with GSuite, Gmail, and LinkedIn, enhancing their productivity and efficiency. - Users love the **seamless integration** with GSuite and LinkedIn, enhancing lead management and communication efficiency. - Users value the **easy integration** with GSuite and LinkedIn, enhancing their workflow and connectivity. **Cons:** - Users find the **learning curve steep** , requiring significant time and experience to navigate the system effectively. - Users highlight **missing features** in NetHunt CRM, such as email templates and advanced project management tools. - Users experience **email issues** with NetHunt CRM, including limits on sending and lag in email handling. - Users note **limited features** in NetHunt CRM, particularly regarding advanced reporting and automation capabilities. - Users find the **complexity of automation workflows** in NetHunt CRM challenging, requiring time and effort to master. #### What Are Recent G2 Reviews of NetHunt CRM? **"[Seamless Gmail Integration Makes NetHunt CRM Efficient and Easy to Customize](https://www.g2.com/survey_responses/nethunt-crm-review-12996252)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/nethunt-crm-review-12996252) --- **"[Consultation Workflow and Daily Task Tracking Feel More Clear](https://www.g2.com/survey_responses/nethunt-crm-review-12887155)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/nethunt-crm-review-12887155) --- #### What Are G2 Users Discussing About NetHunt CRM? - [What is NetHunt CRM used for?](https://www.g2.com/discussions/what-is-nethunt-crm-used-for) - [What does NetHunt CRM do?](https://www.g2.com/discussions/what-does-nethunt-crm-do) - 1 comment - [Does Google have a CRM software?](https://www.g2.com/discussions/does-google-have-a-crm-software) - [How does a CRM software work?](https://www.g2.com/discussions/how-does-a-crm-software-work) - 1 comment - [What is NetHunt CRM?](https://www.g2.com/discussions/what-is-nethunt-crm) - 1 comment ### 8. [Ringy (formerly iSales)](https://www.g2.com/products/ringy-formerly-isales/reviews) The CRM built on what matters most – communication! Conversations drive sales. Ringy handles them for you. Turn calls into customers with an automated sales team in your back pocket. Ringy is a complete CRM designed to support your team, enhance performance, and bridge the gap between lead nurture and deal closure. With Ringy, growing businesses get state-of-the-art CRM features at a competitive price. **Average Rating:** 4.6/5.0 **Total Reviews:** 54 **How Do G2 Users Rate Ringy (formerly iSales)?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (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 Ringy (formerly iSales)?** - **Seller:** [Kovacs Systems](https://www.g2.com/sellers/kovacs-systems) - **Year Founded:** 2013 - **HQ Location:** Denver, CO - **Twitter:** @RingyCRM (94 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ringycrm/ (13 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 53% Small-Business, 26% Enterprise #### What Are Ringy (formerly iSales)'s Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Easy Navigation (1 reviews) - Lead Generation (1 reviews) - Lead Management (1 reviews) - Navigation Ease (1 reviews) **Cons:** - Expensive (1 reviews) ### What Do G2 Reviewers Say About Ringy (formerly iSales)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** with Ringy, finding it simple to navigate and manage leads effectively. - Users find the **easy navigation** of Ringy enjoyable, appreciating the visually pleasing color coordination while managing leads. - Users appreciate the **easy navigation and lead management** in Ringy, enhanced by visually pleasing color coordination. - Users find the **navigation and lead management** of Ringy easy and visually appealing, enhancing their user experience. - Users find **navigation easy** , enjoying visually pleasing color coordination when managing leads with Ringy. **Cons:** - Users complain about the **expensive costs** of Ringy, feeling unclear on how their spending converts to usage. #### What Are Recent G2 Reviews of Ringy (formerly iSales)? **"[GREATEST CRM!!](https://www.g2.com/survey_responses/ringy-formerly-isales-review-4357198)"** **Rating:** 5.0/5.0 stars *— Jon S.* [Read full review](https://www.g2.com/survey_responses/ringy-formerly-isales-review-4357198) --- **"[Ringing with Ringy](https://www.g2.com/survey_responses/ringy-formerly-isales-review-11098977)"** **Rating:** 4.5/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/ringy-formerly-isales-review-11098977) --- #### What Are G2 Users Discussing About Ringy (formerly iSales)? - [What is Ringy (formerly iSales) used for?](https://www.g2.com/discussions/what-is-ringy-formerly-isales-used-for) ### 9. [Nimble CRM](https://www.g2.com/products/nimble/reviews) Nimble is a relationship-focused CRM for your entire team. With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler. Nimble effortlessly integrates with both Microsoft 365 and Google Workspace, gathering contacts and leads from all your platforms, while our automation tools handle the busy work. Focus on what matters most – growing your business and nurturing relationships, as Nimble streamlines your workflow for maximum productivity. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,063 **How Do G2 Users Rate Nimble CRM?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Nimble CRM?** - **Seller:** [Nimble](https://www.g2.com/sellers/nimble) - **Year Founded:** 2008 - **HQ Location:** Santa Monica, CA - **Twitter:** @Nimble (15,980 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nimblecrm/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 75% Small-Business, 16% Mid-Market #### What Are Nimble CRM's Pros and Cons? **Pros:** - Ease of Use (25 reviews) - Intuitive (16 reviews) - Integrations (15 reviews) - Customer Support (14 reviews) - Features (13 reviews) **Cons:** - Missing Features (11 reviews) - Limited Features (8 reviews) - Not User-Friendly (6 reviews) - Expensive (5 reviews) - Integration Issues (5 reviews) ### What Do G2 Reviewers Say About Nimble CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Nimble CRM exceptionally **easy to use** , making it ideal for solopreneurs and small businesses. - Users find Nimble CRM to be **extremely intuitive** , enabling quick access to features and saving valuable time. - Users value the **seamless integrations** of Nimble CRM, enhancing efficiency and ease of use across platforms. - Users praise the **exceptional customer support** of Nimble CRM, always ready to assist and improve the app. - Users appreciate the **user-friendly and essential features** of Nimble CRM, offering great value for small businesses. **Cons:** - Users often find the **missing features** of Nimble CRM limiting, impacting workflow and requiring costly workarounds. - Users express frustration with Nimble CRM's **limited features** , impacting usability and integration across multiple platforms. - Users find Nimble CRM's interface **not user-friendly** , citing complexity and difficulty in navigation as significant issues. - Users find Nimble CRM to be **expensive** due to high costs for additional features and storage upgrades. - Users struggle with **integration issues** in Nimble CRM, affecting functionality and syncing with other systems. #### What Are Recent G2 Reviews of Nimble CRM? **"[It Keeps Follow-Ups, Tasks, and Client Communication More Organized](https://www.g2.com/survey_responses/nimble-crm-review-12878240)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/nimble-crm-review-12878240) --- **"[Simple, Intuitive Relationship Management with Seamless Email Integration](https://www.g2.com/survey_responses/nimble-crm-review-13041952)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/nimble-crm-review-13041952) --- #### What Are G2 Users Discussing About Nimble CRM? - [What is Nimble used for?](https://www.g2.com/discussions/what-is-nimble-used-for) - 1 comment - [What are the benefits of HPE Nimble Storage?](https://www.g2.com/discussions/what-are-the-benefits-of-hpe-nimble-storage) - [Is nimble free?](https://www.g2.com/discussions/is-nimble-free) - 1 comment - [What is Nimble CRM?](https://www.g2.com/discussions/what-is-nimble-crm) - 1 comment - [What is nimble software?](https://www.g2.com/discussions/what-is-nimble-software) - 2 comments, 1 upvote ### 10. [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) Sugar Sell is sales automation that actually fits how B2B sales work. It helps sales teams manage pipelines, forecast revenue, and grow accounts – all from one place. Sales leaders get visibility into pipeline and performance to drive more consistent wins. Reps get clear next steps for every opportunity. With Sugar Sell, you can make sense of your data, scale what works, and sell your way. **Average Rating:** 3.8/5.0 **Total Reviews:** 718 **How Do G2 Users Rate Sugar Sell?** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Sugar Sell?** - **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai) - **Year Founded:** 2004 - **HQ Location:** Cupertino, CA - **LinkedIn® Page:** https://www.linkedin.com/company/17345/ (570 employees on LinkedIn®) - **Phone:** +1 (408) 454-6900 **Who Uses This Product?** - **Who Uses This:** Sales Manager, Marketing Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 50% Mid-Market, 35% Small-Business #### What Are Sugar Sell's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - User-Friendly (7 reviews) - Easy Setup (4 reviews) - Easy Customization (3 reviews) - Time Efficiency (3 reviews) **Cons:** - Integration Issues (5 reviews) - Learning Curve (3 reviews) - Limited Customization (3 reviews) - Not Intuitive (3 reviews) - Bugs (2 reviews) ### What Do G2 Reviewers Say About Sugar Sell? *AI-generated summary from verified user reviews* **Pros:** - Users admire the **ease of use** of Sugar Sell, benefiting from its simple setup and intuitive interface. - Users appreciate the **user-friendly interface** of Sugar Sell, which simplifies setup and enhances sales efficiency. - Users praise the **easy setup** of Sugar Sell, enabling quick onboarding and efficient sales processes. - Users value the **easy customization** of Sugar Sell, allowing precise alignment with specialized sales processes for their unique needs. - Users value the **time efficiency** of Sugar Sell, which greatly improves productivity and simplifies lead management. **Cons:** - Users experience **integration issues** with Sugar Sell, particularly in connecting niche third-party marketing tools seamlessly. - Users experience a **steep learning curve** with Sugar Sell, noting complexity and slow performance affecting new user integration. - Users desire more **customization options** in Sugar Sell, often feeling limited in analytics and workflow features. - Users find Sugar Sell to be **not intuitive** , requiring a steep learning curve for effective use. - Users face **frequent bugs** with Sugar Sell upgrades, leading to workflow interruptions and resource allocation for fixes. #### What Are Recent G2 Reviews of Sugar Sell? **"[More than a CRM packed full of features and great to admin. Extremely well supported and comes with a community of awesome people!](https://www.g2.com/survey_responses/sugar-sell-review-9147226)"** **Rating:** 5.0/5.0 stars *— Luke R.* [Read full review](https://www.g2.com/survey_responses/sugar-sell-review-9147226) --- **"[An amazing CRM system](https://www.g2.com/survey_responses/sugar-sell-review-4608771)"** **Rating:** 4.5/5.0 stars *— David-Alexandre K.* [Read full review](https://www.g2.com/survey_responses/sugar-sell-review-4608771) --- #### What Are G2 Users Discussing About Sugar Sell? - [What is Sugar Sell (formerly SugarCRM) used for?](https://www.g2.com/discussions/what-is-sugar-sell-formerly-sugarcrm-used-for) - [Why is sugar a CRM?](https://www.g2.com/discussions/why-is-sugar-a-crm) - 1 comment - [How much does SugarCRM cost?](https://www.g2.com/discussions/how-much-does-sugarcrm-cost) - [What is SugarCRM used for?](https://www.g2.com/discussions/what-is-sugarcrm-used-for) - [What is sugar sell?](https://www.g2.com/discussions/what-is-sugar-sell) - 1 comment ### 11. [Claritysoft](https://www.g2.com/products/claritysoft/reviews) Clarity CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM, from Claritysoft, was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost. **Average Rating:** 4.3/5.0 **Total Reviews:** 105 **How Do G2 Users Rate Claritysoft?** - **Has the product been a good partner in doing business?:** 9.1/10 (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.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Claritysoft?** - **Seller:** [Claritysoft](https://www.g2.com/sellers/claritysoft) - **Year Founded:** 2006 - **HQ Location:** Dublin, OH - **Twitter:** @Claritysoft (375 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/579099/ (23 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Marketing and Advertising - **Company Size:** 63% Small-Business, 25% Mid-Market #### What Are Claritysoft's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Easy Tracking (2 reviews) - Lead Management (2 reviews) - Automation Features (1 reviews) - Easy Customization (1 reviews) **Cons:** - Feature Issues (2 reviews) - Limited Customization (2 reviews) - Not User-Friendly (1 reviews) - Slow Loading (1 reviews) ### What Do G2 Reviewers Say About Claritysoft? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Claritysoft, seamlessly organizing customer info and tracking activities effortlessly. - Users appreciate the **easy tracking** of leads in Claritysoft, enabling smooth management of customer information and follow-ups. - Users value the **organized lead management** of Claritysoft, simplifying sales tracking and enhancing productivity through automation. - Users value the **automation features** of Claritysoft, which help ensure tasks and follow-ups are never overlooked. - Users love the **easy customization** options in Claritysoft, allowing for tailored dashboards that enhance productivity. **Cons:** - Users find that **feature issues** in Claritysoft hinder navigation and limit customization and reporting flexibility. - Users find **limited customization options** in Claritysoft, making it difficult to tailor workflows to their needs. - Users find Claritysoft's interface **not user-friendly** , hindered by limited customization and outdated design elements. - Users experience **slow loading** with Claritysoft, causing frustration and hindering effective navigation and usage. #### What Are Recent G2 Reviews of Claritysoft? **"[Streamlined Client Management with Agency-Focused Features](https://www.g2.com/survey_responses/claritysoft-review-13064556)"** **Rating:** 4.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/claritysoft-review-13064556) --- **"[Simple, Scalable, and Stress-Free CRM.](https://www.g2.com/survey_responses/claritysoft-review-12675195)"** **Rating:** 4.0/5.0 stars *— Priya K.* [Read full review](https://www.g2.com/survey_responses/claritysoft-review-12675195) --- #### What Are G2 Users Discussing About Claritysoft? - [What is your experience regarding pricing and costs for Claritysoft CRM?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-claritysoft-crm) - [What is Claritysoft used for?](https://www.g2.com/discussions/what-is-claritysoft-used-for) ### 12. [Coevera](https://www.g2.com/products/coevera/reviews) Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved. **Average Rating:** 4.6/5.0 **Total Reviews:** 444 **How Do G2 Users Rate Coevera?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Coevera?** - **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc) - **Company Website:** https://www.coevera.com - **Year Founded:** 2007 - **HQ Location:** Los Angeles, CA - **LinkedIn® Page:** https://www.linkedin.com/company/2067987/ (122 employees on LinkedIn®) - **Phone:** (888) 843-6699 **Who Uses This Product?** - **Who Uses This:** Director, President - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 71% Small-Business, 23% Mid-Market #### What Are Coevera's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Easy Tracking (7 reviews) - Helpful (7 reviews) - User Interface (7 reviews) - User-Friendly (6 reviews) **Cons:** - Limited Customization (6 reviews) - Expensive (5 reviews) - Complexity (4 reviews) - Integration Issues (3 reviews) - Learning Curve (3 reviews) ### What Do G2 Reviewers Say About Coevera? *AI-generated summary from verified user reviews* **Pros:** - Users find Coevera's **ease of use** and intuitive interface enhances productivity and simplifies lead generation tasks. - Users love the **easy tracking** features of Coevera, which enhance deal visibility and streamline sales processes effectively. - Users value the **easy and navigable dashboard** of Coevera, enhancing lead generation and project management efficiency. - Users find the **user-friendly interface** of Coevera intuitive, simplifying navigation and enhancing overall experience. - Users value the **user-friendly interface** of Coevera, making navigation and setup straightforward for all skill levels. **Cons:** - Users find the **limited customization options** challenging for complex workflows, requiring workarounds for advanced needs. - Users find Coevera to be **expensive** , making it unaffordable for small businesses and impacting their decision to use it. - Users find the **complexity of advanced customization** can hinder their experience and may require time-consuming workarounds. - Users face **integration issues** with Coevera, limiting flexibility and complicating customization and functionality with other tools. - Users find the **learning curve steep** due to the complexity of features and limited customization options. #### What Are Recent G2 Reviews of Coevera? **"[Handling Consultation Activities and Follow Up Tracking Feels More Structured](https://www.g2.com/survey_responses/coevera-review-12886493)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/coevera-review-12886493) --- **"[The real value showed up when I stopped using it like a database](https://www.g2.com/survey_responses/coevera-review-13022665)"** **Rating:** 4.5/5.0 stars *— Yaroslav B.* [Read full review](https://www.g2.com/survey_responses/coevera-review-13022665) --- #### What Are G2 Users Discussing About Coevera? - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for) - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment ### 13. [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) Bigin by Zoho CRM is a simplified, AI-ready customer relationship management (CRM) software designed specifically for small businesses, startups, and customer-facing teams. Trusted by 50,000+ businesses across 150+ countries, Bigin helps small businesses unify all customer-facing operations — marketing, sales, onboarding, delivery, and support and helps manage customer relationships effectively. **Average Rating:** 4.6/5.0 **Total Reviews:** 840 **How Do G2 Users Rate Bigin by Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Bigin by 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:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 90% Small-Business, 9% Mid-Market #### What Are Bigin by Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (256 reviews) - Simple (133 reviews) - Intuitive (113 reviews) - Simplicity (103 reviews) - Features (87 reviews) **Cons:** - Missing Features (81 reviews) - Limited Features (75 reviews) - Limited Customization (67 reviews) - Integration Issues (65 reviews) - Limited Integrations (45 reviews) ### What Do G2 Reviewers Say About Bigin by Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Bigin by Zoho CRM, finding it simple to set up and mobile-friendly. - Users love the **simplicity and intuitive design** of Bigin by Zoho CRM, enhancing their overall experience. - Users appreciate the **intuitive design** of Bigin by Zoho CRM, finding it easy to navigate and utilize. - Users value the **simplicity** of Bigin by Zoho CRM, finding it easy to set up and use effectively. - Users love the **ease of use and excellent reporting** of Bigin by Zoho CRM, enhancing management efficiency. **Cons:** - Users note the **missing features** in Bigin by Zoho CRM, limiting automation and customization options for optimal use. - Users find the **limited features** of Bigin by Zoho CRM restrict their ability to integrate and automate effectively. - Users find the **limited customization** options in Bigin by Zoho CRM restrict their ability to tailor the experience. - Users note **integration issues** due to limited add-ons and third-party connectors, hindering data syncing across systems. - Users find the **limited integrations** with third-party tools to be a drawback in Bigin by Zoho CRM. #### What Are Recent G2 Reviews of Bigin by Zoho CRM? **"[Simple, Intuitive CRM with Great Value and Zoho Ecosystem Integration](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13042628)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13042628) --- **"[Simple and easy to use for our Franchising and consulting business](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501)"** **Rating:** 4.0/5.0 stars *— Juan Luis V.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501) --- #### What Are G2 Users Discussing About Bigin by Zoho CRM? - [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/discussions/what-is-the-difference-between-bigin-and-zoho-crm) - [Does Bigin integrate with Zoho CRM?](https://www.g2.com/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote - [What is Zoho Bigin?](https://www.g2.com/discussions/what-is-zoho-bigin) - 2 comments - [What is Bigin used for?](https://www.g2.com/discussions/what-is-bigin-used-for) - 1 comment ### 14. [Freshsales](https://www.g2.com/products/freshsales/reviews) Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,199 **How Do G2 Users Rate Freshsales?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Freshsales?** - **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks) - **Year Founded:** 2010 - **HQ Location:** San Mateo, CA - **Twitter:** @FreshworksInc (19,020 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/freshworks-inc/ (7,505 employees on LinkedIn®) - **Ownership:** NASDAQ: FRSH **Who Uses This Product?** - **Who Uses This:** CEO, Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 68% Small-Business, 27% Mid-Market #### What Are Freshsales's Pros and Cons? **Pros:** - Ease of Use (103 reviews) - Features (70 reviews) - Helpful (55 reviews) - Customer Support (50 reviews) - Intuitive (41 reviews) **Cons:** - Missing Features (47 reviews) - Limited Features (32 reviews) - Limitations (28 reviews) - Learning Curve (25 reviews) - Limited Customization (21 reviews) ### What Do G2 Reviewers Say About Freshsales? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Freshsales, benefiting from a clean interface and user-friendly training documents. - Users appreciate the **user-friendly interface and abundant features** of Freshsales, enhancing their CRM experience significantly. - Users find Freshsales to be **exceptionally helpful** for tracking business development leads and managing deals efficiently. - Users value the **responsive customer support** of Freshsales, enhancing their experience with effective onboarding and guidance. - Users appreciate the **intuitive design** of Freshsales, making it easy to navigate and customize for their needs. **Cons:** - Users find **missing features** in Freshsales, such as disorganized configurations and inadequate reporting capabilities, frustrating. - Users note **limited features** in Freshsales, causing frustration due to lack of flexibility and adaptability in workflows. - Users find **configuration complexities** and poor reporting functionality hinder their experience with Freshsales compared to competitors. - Users find the **learning curve challenging** , facing difficulties with reporting and understanding feature distinctions. - Users find the **limited customization** options in Freshsales restrict their ability to tailor the system effectively. #### What Are Recent G2 Reviews of Freshsales? **"[Clean, Easy-to-Use CRM That Streamlines the Entire Sales Pipeline](https://www.g2.com/survey_responses/freshsales-review-12996129)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/freshsales-review-12996129) --- **"[A Practical CRM for Managing Leads and Customer Interactions](https://www.g2.com/survey_responses/freshsales-review-12946886)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/freshsales-review-12946886) --- #### What Are G2 Users Discussing About Freshsales? - [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote - [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) - 2 comments - [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) - 1 comment - [What are the major types of CRM?](https://www.g2.com/discussions/what-are-the-major-types-of-crm) - 1 upvote - [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) - 1 comment ### 15. [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide. **Average Rating:** 4.2/5.0 **Total Reviews:** 925 **How Do G2 Users Rate Insightly CRM?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (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 Insightly CRM?** - **Seller:** [Unbounce](https://www.g2.com/sellers/unbounce) - **Company Website:** https://unbounce.com - **Year Founded:** 2009 - **HQ Location:** Vancouver - **Twitter:** @unbounce (72,651 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/503432/ (130 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 73% Small-Business, 21% Mid-Market #### What Are Insightly CRM's Pros and Cons? **Pros:** - Ease of Use (20 reviews) - Easy Customization (8 reviews) - Customizability (7 reviews) - Feature Richness (7 reviews) - Customer Support (6 reviews) **Cons:** - Learning Curve (7 reviews) - Limited Customization (7 reviews) - Limited Features (6 reviews) - Time-Consuming (5 reviews) - Contact Management (4 reviews) ### What Do G2 Reviewers Say About Insightly CRM? *AI-generated summary from verified user reviews* **Pros:** - Users admire the **ease of use** in Insightly CRM, appreciating its intuitive interface and seamless integration. - Users value the **easy customization** of Insightly CRM, enhancing workflow efficiency and client communication. - Users value the **customizability** of Insightly CRM, enhancing efficiency and making task management more streamlined. - Users value the **feature richness** of Insightly CRM, with its user-friendly interface and robust customization options. - Users commend the **excellent customer support** from Insightly CRM, enhancing their overall experience and implementation process. **Cons:** - Users find the **learning curve challenging** initially, requiring significant time to adapt and set up effectively. - Users criticize the **limited customization** options in Insightly CRM, finding it restrictive and costly for advanced features. - Users note the **limited features** in Insightly CRM, especially in custom reporting and costly advanced options. - Users find Insightly CRM **time-consuming** to set up and learn, requiring significant dedication for effective use. - Users find the **contact management process cumbersome** , requiring manual updates and causing confusion when starting out. #### What Are Recent G2 Reviews of Insightly CRM? **"[Streamlined Sales and Task Management](https://www.g2.com/survey_responses/insightly-crm-review-12865487)"** **Rating:** 4.0/5.0 stars *— Jeni J.* [Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12865487) --- **"[Keeping Customer Workflows Better Connected](https://www.g2.com/survey_responses/insightly-crm-review-12948095)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12948095) --- ### 16. [Efficy CRM](https://www.g2.com/products/efficy-crm/reviews) At last, a CRM solution that truly adapts to your needs. Efficy is a major player in the European CRM market. With our personalised range of solutions, we're already trusted by over 13.500 clients and 330.000 users across 60 countries. We want to help our clients succeed by providing the tools they need to make their employees’ work easier, and their customers happier. Our CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system. Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy CRM. Boost your commercial efforts with our AI-based contact enrichment tool. By analyzing emails, it automatically fills in missing information about your prospects and clients, such as their job title, company, or contact details. Thanks to this analysis, our solution can naturally trigger workflows to automate tasks, alert certain users via notifications, and much more. Discover our artificial intelligence solution that analyzes the emotions expressed by your customers in the emails they send you or the support tickets created on your client portal. By quickly interpreting whether a sentiment is positive, negative, or neutral, you can proactively respond to the needs and concerns of your clientele. **Average Rating:** 4.5/5.0 **Total Reviews:** 101 **How Do G2 Users Rate Efficy CRM?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Efficy CRM?** - **Seller:** [Efficy](https://www.g2.com/sellers/efficy) - **Year Founded:** 2005 - **HQ Location:** Brussels, Belgium - **Twitter:** @efficy_en (1,043 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/133084/ (407 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 47% Mid-Market, 44% Small-Business #### What Are Efficy CRM's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Easy Customization (11 reviews) - Efficiency (11 reviews) - Customer Support (9 reviews) - User-Friendly (9 reviews) **Cons:** - Learning Curve (10 reviews) - Expensive (9 reviews) - Bugs (7 reviews) - UX Improvement (5 reviews) - Error Handling (4 reviews) ### What Do G2 Reviewers Say About Efficy CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Efficy CRM, highlighting its user-friendly interface and adaptability for sales teams. - Users value the **easy customization** of Efficy CRM, making it adaptable to specific organizational needs seamlessly. - Users find Efficy CRM to greatly enhance **efficiency** , streamlining tasks and improving overall productivity effortlessly. - Users value the **quick and effective customer support** provided by Efficy CRM, enhancing their overall experience. - Users appreciate the **user-friendly interface** of Efficy CRM, making it easy for anyone to learn and use. **Cons:** - Users find the **steep learning curve** of Efficy CRM challenging, making it difficult for newcomers to navigate effectively. - Users find Efficy CRM to be **expensive** , particularly due to additional costs for features and licensing. - Users experience **bugs and slow page loads** , resulting in frustration and a need for timely updates from the development team. - Users find the **web interface confusing** at first, with slow loading and room for UX improvements. - Users often face **error handling issues** , such as slow page loads and manual updates, hindering their experience. #### What Are Recent G2 Reviews of Efficy CRM? **"[Efficy: An Efficient CRM for your business](https://www.g2.com/survey_responses/efficy-crm-review-10385652)"** **Rating:** 4.5/5.0 stars *— Dhruv D.* [Read full review](https://www.g2.com/survey_responses/efficy-crm-review-10385652) --- **"[Efficy CRM review](https://www.g2.com/survey_responses/efficy-crm-review-10384116)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/efficy-crm-review-10384116) --- #### What Are G2 Users Discussing About Efficy CRM? - [What does Efficy Crm do?](https://www.g2.com/discussions/what-does-efficy-crm-do) - [What is the use of CRM software?](https://www.g2.com/discussions/what-is-the-use-of-crm-software) - [What is CRM and its functions?](https://www.g2.com/discussions/what-is-crm-and-its-functions) ### 17. [Sage CRM](https://www.g2.com/products/sage-crm/reviews) Sage CRM is specifically designed to help small and medium sized businesses like yours. It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business and not on their software. With Sage CRM, you can be up and running in just days. Most importantly, it's affordable—so you can be assured that you're getting the best possible value for your money. **Average Rating:** 3.8/5.0 **Total Reviews:** 130 **How Do G2 Users Rate Sage CRM?** - **Has the product been a good partner in doing business?:** 6.8/10 (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.:** 7.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Sage CRM?** - **Seller:** [Sage Software](https://www.g2.com/sellers/sage-software-d61a780c-4fb3-4781-9519-baa772f5ea91) - **Year Founded:** 1981 - **HQ Location:** Newcastle - **LinkedIn® Page:** https://www.linkedin.com/company/2802/ (15,579 employees on LinkedIn®) - **Ownership:** SGE.L - **Phone:** +1 (866) 996-7243 **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Mid-Market, 44% Small-Business #### What Are Sage CRM's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Easy Access (4 reviews) - Easy Navigation (4 reviews) - User-Friendly (4 reviews) - Customer Management (3 reviews) **Cons:** - Limited Customization (4 reviews) - Expertise Required (3 reviews) - Integration Issues (3 reviews) - Not User-Friendly (3 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About Sage CRM? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** of Sage CRM, facilitating quick access to centralized customer information for all teams. - Users value the **easy access** to customer information in Sage CRM, enhancing collaboration and streamlining operations. - Users appreciate the **easy navigation** of Sage CRM, allowing quick access to information through various settings and views. - Users praise Sage CRM for its **user-friendly interface** , making navigation and data management straightforward and efficient. - Users value the **centralized customer information** in Sage CRM, enhancing collaboration and improving sales and support efficiency. **Cons:** - Users find the **limited customization** in Sage CRM frustrating, particularly with its outdated interface and complex setup process. - Users find the **setup and customization complex** , often needing technical support for an effective experience with Sage CRM. - Users face **integration issues** with Sage CRM, noting limited third-party support and a confusing, outdated interface. - Users criticize the **not user-friendly interface** of Sage CRM, noting its outdated design and confusing navigation. - Users find the **learning curve steep** with Sage CRM, as setup and customization can be complex and time-consuming. #### What Are Recent G2 Reviews of Sage CRM? **"[Seamless Sage Integration That Bridges Sales and Finance](https://www.g2.com/survey_responses/sage-crm-review-12772192)"** **Rating:** 4.5/5.0 stars *— Vidur S.* [Read full review](https://www.g2.com/survey_responses/sage-crm-review-12772192) --- **"[Effortless Data Access and Streamlined Setup](https://www.g2.com/survey_responses/sage-crm-review-12754820)"** **Rating:** 5.0/5.0 stars *— Tracey M.* [Read full review](https://www.g2.com/survey_responses/sage-crm-review-12754820) --- #### What Are G2 Users Discussing About Sage CRM? - [What is Sage CRM used for?](https://www.g2.com/discussions/what-is-sage-crm-used-for) ### 18. [Prophet CRM](https://www.g2.com/products/prophet-crm/reviews) Prophet CRM is embedded in Outlook, not simply integrated. This allows Prophet to uniquely leverage the work you and your team already do in Outlook, and automatically associates that activity to the appropriate customer opportunity within Prophet CRM. Whether from your desktop or mobile device, all Outlook-based emails, tasks, and calendar events are automatically tracked and associated to the corresponding opportunity, unburdening your team from administrative entry and giving them more time to sell. With more timely and thorough entry of sales activity data, sales managers gain valuable insight regarding your customers, sales team and sales processes. Combine Prophet CRM's unique Outlook integration with it's comprehensive suite of sales automation and workflow tools, customizable fields, reports, dashboards, and analytics, and you have a powerful application that will drive your business to higher levels of success. Contact us to discover how we partner with you to drive your success. **Average Rating:** 4.1/5.0 **Total Reviews:** 193 **How Do G2 Users Rate Prophet CRM?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Prophet CRM?** - **Seller:** [Avidian Technologies](https://www.g2.com/sellers/avidian-technologies) - **Year Founded:** 2002 - **HQ Location:** Bellevue, Washington - **Twitter:** @ProphetCRM (643 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/67284/ (21 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Financial Services, Construction - **Company Size:** 67% Small-Business, 27% Mid-Market #### What Are Recent G2 Reviews of Prophet CRM? **"[Excellent CRM](https://www.g2.com/survey_responses/prophet-crm-review-6623141)"** **Rating:** 5.0/5.0 stars *— Yasmine J.* [Read full review](https://www.g2.com/survey_responses/prophet-crm-review-6623141) --- **"[Efficient CRM with Stellar Outlook Integration, Needs Bulk Actions](https://www.g2.com/survey_responses/prophet-crm-review-12985100)"** **Rating:** 4.0/5.0 stars *— Verified User in Management Consulting* [Read full review](https://www.g2.com/survey_responses/prophet-crm-review-12985100) --- #### What Are G2 Users Discussing About Prophet CRM? - [What is Prophet CRM used for?](https://www.g2.com/discussions/what-is-prophet-crm-used-for) ### 19. [InStream Group](https://www.g2.com/products/instream-group/reviews) InStream is the relation management platform. CRM alternative for customer-focused companies. InStream supports small and medium size business in collecting information about customers, managing communication and in building strong business relations. Simple but flexible tool which can be integrated with any mailbox, social media and business management tool. **Average Rating:** 4.2/5.0 **Total Reviews:** 121 **How Do G2 Users Rate InStream Group?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind InStream Group?** - **Seller:** [InStream](https://www.g2.com/sellers/instream) - **Year Founded:** 2015 - **HQ Location:** Poznan, Poland - **Twitter:** @InStream_io (845 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9337654/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Retail - **Company Size:** 45% Small-Business, 31% Enterprise #### What Are InStream Group's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Easy Setup (1 reviews) - Lead Management (1 reviews) - Simplicity (1 reviews) - Task Management (1 reviews) **Cons:** - Integration Issues (2 reviews) - Performance Issues (1 reviews) - Slow Loading (1 reviews) ### What Do G2 Reviewers Say About InStream Group? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **simplicity and ease of use** of InStream Group, making live streaming a seamless experience. - Users appreciate the **easy setup** of InStream Group, making it a breeze to start using for live streams. - Users appreciate how InStream Group enhances their sales efficiency through **effective lead management** , simplifying deal closures. - Users commend InStream Group for its **simplicity and ease of use** , making it a favorite among them. - Users find that InStream Group significantly enhances **task management** , streamlining sales processes and improving lead management. **Cons:** - Users face **integration issues** with InStream Group, struggling to connect with other tools and experiencing occasional technical problems. - Users experience **performance issues** with lags and interruptions from ads, making topic changes frustrating. - Users experience **slow loading** times that hinder usability and create frustration with InStream Group's performance. #### What Are Recent G2 Reviews of InStream Group? **"[Clean, Flexible Interface That Makes Structuring Contacts, Companies, and Deals Easy](https://www.g2.com/survey_responses/instream-group-review-12441252)"** **Rating:** 4.0/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/instream-group-review-12441252) --- **"[Perfect for Canadian Compliance, Needs Industry-Specific Enhancements](https://www.g2.com/survey_responses/instream-group-review-12912004)"** **Rating:** 4.5/5.0 stars *— Hisham K.* [Read full review](https://www.g2.com/survey_responses/instream-group-review-12912004) --- #### What Are G2 Users Discussing About InStream Group? - [What is InStream used for?](https://www.g2.com/discussions/what-is-instream-used-for) - 1 comment ### 20. [Workbooks](https://www.g2.com/products/workbooks/reviews) Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price. **Average Rating:** 4.3/5.0 **Total Reviews:** 534 **How Do G2 Users Rate Workbooks?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Workbooks?** - **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks) - **Company Website:** https://www.Workbooks.com - **Year Founded:** 2009 - **HQ Location:** Reading, Berkshire - **Twitter:** @Workbooks (2,702 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/225937/ (65 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Managing Director, Director - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 60% Small-Business, 33% Mid-Market #### What Are Workbooks's Pros and Cons? **Pros:** - Ease of Use (16 reviews) - Reporting (8 reviews) - Customer Support (7 reviews) - Customization (7 reviews) - Feature Richness (7 reviews) **Cons:** - Learning Curve (8 reviews) - Limitations (6 reviews) - Limited Features (5 reviews) - Complex Features (4 reviews) - Limited Customization (4 reviews) ### What Do G2 Reviewers Say About Workbooks? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** in Workbooks remarkable, simplifying tasks and enhancing productivity from the start. - Users value the **customizable reporting features** of Workbooks, enhancing performance monitoring and strategic decision-making. - Users value the **fantastic customer support** from Workbooks, appreciating prompt and knowledgeable assistance when needed. - Users value the **extensive customization options** of Workbooks, enhancing report creation and adaptability to specific business needs. - Users value the **customization and robust reporting features** of Workbooks, enhancing productivity and decision-making. **Cons:** - Users find the **learning curve to be challenging** , with a clunky interface and finicky report setups. - Users experience **slowness in data loading** and limited reporting capabilities, impacting efficiency and scalability for growing companies. - Users find the **limited features** of Workbooks inadequate for larger operations and lacking compared to alternatives like Salesforce. - Users find the **complex features** of Workbooks to be clunky and sometimes difficult to navigate, requiring additional help. - Users find the **limited customization** options in Workbooks make simple changes challenging and time-consuming. #### What Are Recent G2 Reviews of Workbooks? **"[CRM, projects, marketing, and reporting all in one flow](https://www.g2.com/survey_responses/workbooks-review-12403469)"** **Rating:** 5.0/5.0 stars *— Kumail R.* [Read full review](https://www.g2.com/survey_responses/workbooks-review-12403469) --- **"[All-in-One CRM with Room for Modernization](https://www.g2.com/survey_responses/workbooks-review-12444760)"** **Rating:** 4.0/5.0 stars *— Tordsen A.* [Read full review](https://www.g2.com/survey_responses/workbooks-review-12444760) --- #### What Are G2 Users Discussing About Workbooks? - [What is Workbooks used for?](https://www.g2.com/discussions/what-is-workbooks-used-for) - 1 comment ### 21. [Daylite](https://www.g2.com/products/daylite/reviews) Feeling like your business is running you instead of the other way around? Daylite is here to help! It’s an all-in-one app built just for small business owners like you—designed to make managing clients, sales, and projects easier so you can focus on what matters: growing your business and doing what you love. Daylite works seamlessly across your Mac, iPhone, and iPad, keeping everything organized and in one place. No more jumping between apps or getting lost in messy spreadsheets. It’s your business, simplified. Choose the Plan That Works for You: CRM: Keep track of all your client info in one spot. With Daylite, it’s easier than ever to manage relationships, follow up on conversations, and stay organized, so you can spend less time chasing details and more time building connections. Sales: Keep your sales pipeline on track. Daylite helps you stay organized and focused, so you can move deals forward, close sales faster, and watch your revenue grow. Projects: Keep your projects running smoothly from start to finish. With Daylite, you’ll have everything you need to stay on top of tasks, deadlines, and milestones—all in one place. Business: Get the full package with Daylite Business. All the benefits of CRM, Sales, and Projects, plus extra features to keep everything running smoothly. It’s everything you need to manage your business in one easy-to-use app. Ready to Take Control? If you’re tired of feeling overwhelmed and ready to streamline your business, give Daylite a try. It’s designed to help you stay organized, save time, and focus on what you love. Download it today and start your free trial! Daylite is developed by Marketcircle in Toronto, Canada. Marketcircle has been developing business apps for Apple devices for over 25 years and has customers in over 80 countries. **Average Rating:** 4.5/5.0 **Total Reviews:** 160 **How Do G2 Users Rate Daylite?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Daylite?** - **Seller:** [Marketcircle](https://www.g2.com/sellers/marketcircle) - **Year Founded:** 1999 - **HQ Location:** Ontario, Canada - **Twitter:** @marketcircle (2,812 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/118735/ (41 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Director, Owner - **Top Industries:** Marketing and Advertising, Management Consulting - **Company Size:** 87% Small-Business, 9% Mid-Market #### What Are Daylite's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Task Management (5 reviews) - Customer Management (4 reviews) - Easy Customization (4 reviews) - Integration (4 reviews) **Cons:** - Learning Curve (4 reviews) - Limited Integrations (3 reviews) - CRM Issues (2 reviews) - Integration Issues (2 reviews) - Limited Features (2 reviews) ### What Do G2 Reviewers Say About Daylite? *AI-generated summary from verified user reviews* **Pros:** - Users find Daylite to be **extremely easy to use** , making management of complex tasks convenient and efficient. - Users value the **task management integration** of Daylite, streamlining workflows and enhancing productivity across projects. - Users appreciate the **comprehensive customer management** features of Daylite, enabling seamless access and navigation across devices. - Users love the **easy customization** of Daylite, adapting it seamlessly to their unique workflows for enhanced productivity. - Users appreciate the **seamless integration** of Daylite with Apple platforms, enhancing workflow and minimizing app-switching. **Cons:** - Users experience a **learning curve** with Daylite, requiring time to effectively navigate and utilize its features. - Users face **limited integrations** with Daylite, particularly lacking sync options with Microsoft 365 for seamless workflow. - Users report issues with **Daylite's CRM interface** , finding it overwhelming and not keeping pace with current trends. - Users report **integration issues** with Office 365, complicating workflow and calendar management significantly. - Users note the **limited features** of Daylite, particularly its exclusive use of Apple platforms, restricting wider accessibility. #### What Are Recent G2 Reviews of Daylite? **"[All-in-One CRM with Customization Challenges](https://www.g2.com/survey_responses/daylite-review-12285532)"** **Rating:** 5.0/5.0 stars *— Yash G.* [Read full review](https://www.g2.com/survey_responses/daylite-review-12285532) --- **"[Centralized Organization, Excellent Support](https://www.g2.com/survey_responses/daylite-review-5221110)"** **Rating:** 5.0/5.0 stars *— Allen D.* [Read full review](https://www.g2.com/survey_responses/daylite-review-5221110) --- #### What Are G2 Users Discussing About Daylite? - [What is Daylite used for?](https://www.g2.com/discussions/what-is-daylite-used-for) - 1 comment ### 22. [Accelo](https://www.g2.com/products/accelo/reviews) 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: 8.9/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Accelo?** - **Seller:** [Accelo](https://www.g2.com/sellers/accelo) - **Company Website:** https://www.accelo.com/ - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @accelo (2,980 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6652457/ (73 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-Business, 25% Mid-Market #### What Are Accelo's Pros and Cons? **Pros:** - Ease of Use (35 reviews) - Project Management (29 reviews) - Efficiency (26 reviews) - Client Management (25 reviews) - Task Management (25 reviews) **Cons:** - Missing Features (20 reviews) - Learning Curve (19 reviews) - Limited Features (16 reviews) - Limited Customization (13 reviews) - Complexity (12 reviews) ### What Do G2 Reviewers Say About Accelo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Accelo, seamlessly integrating various business functions into one platform. - Users love the **integrated project management** features of Accelo, enabling seamless handling of projects and timesheets. - Users value the **efficiency** of Accelo's integrated system, streamlining crucial business operations for better productivity. - Users value the **integration of CRM and project management** in Accelo, enhancing efficiency and simplifying business growth. - Users value the **automation and versatility** of Accelo's task management, enhancing project planning and communication efficiency. **Cons:** - Users report **missing features** in Accelo, like inadequate reporting and limitations in syncing capabilities with Quickbooks. - Users find the **learning curve steep** due to extensive configuration needs and affecting usability for small enterprises. - Users find the **limited features** of Accelo restricting for multiple businesses and insightful reporting. - Users express concerns over **limited customization** in Accelo, which hinders usability for small enterprises and specific tasks. - Users find the **complexity** of Accelo challenging, citing a steep learning curve and difficulty in navigation. #### What Are Recent G2 Reviews of Accelo? **"[Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses](https://www.g2.com/survey_responses/accelo-review-11856029)"** **Rating:** 4.5/5.0 stars *— Ifeoma E.* [Read full review](https://www.g2.com/survey_responses/accelo-review-11856029) --- **"[Total control of projects and billing in an integrated and agile platform](https://www.g2.com/survey_responses/accelo-review-12720113)"** **Rating:** 4.0/5.0 stars *— Antonio H.* [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) --- #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### 23. [Thryv](https://www.g2.com/products/thryv/reviews) Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform. Now including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals. From getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,892 **How Do G2 Users Rate Thryv?** - **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:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Thryv?** - **Seller:** [Thryv](https://www.g2.com/sellers/thryv) - **Company Website:** https://Thryv.com - **Year Founded:** 2012 - **HQ Location:** Dallas, TX - **Twitter:** @thryv (8,415 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/thryvinc (5,883 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 90% Small-Business, 9% Mid-Market #### What Are Thryv's Pros and Cons? **Pros:** - Ease of Use (109 reviews) - Automation (95 reviews) - Customer Support (76 reviews) - Automation Features (70 reviews) - Helpful (58 reviews) **Cons:** - Missing Features (60 reviews) - Learning Curve (50 reviews) - Limitations (47 reviews) - Limited Features (46 reviews) - Expensive (34 reviews) ### What Do G2 Reviewers Say About Thryv? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Thryv, facilitating efficient scheduling and customer management. - Users value the **automation capabilities** of Thryv, enhancing organization and efficiency in sales and marketing workflows. - Users appreciate the **great customer support** provided by Thryv, enhancing their overall experience and satisfaction. - Users love the **automation features** of Thryv, simplifying follow-ups and streamlining client management effortlessly. - Users appreciate the **helpful support** from Keap, ensuring smooth navigation and effective use of the platform. **Cons:** - Users are frustrated by **missing features** , hindering the overall effectiveness of Thryv and requiring reliance on external platforms. - Users find a **steep learning curve** with Thryv, making it challenging to fully grasp all features effectively. - Users express concerns over **pricing limitations** , complex invoice functionalities, and inadequate support that hinder overall user experience. - Users feel that Thryv has **limited features** , lacking essential tools for inventory management and client interaction. - Users find the **pricing too expensive** , especially with per-user licensing and contact list limitations impacting usability. #### What Are Recent G2 Reviews of Thryv? **"[All-in-One Thryv Platform That Streamlined Our Workflow and Saved Us Money](https://www.g2.com/survey_responses/thryv-review-12972196)"** **Rating:** 5.0/5.0 stars *— Alan H.* [Read full review](https://www.g2.com/survey_responses/thryv-review-12972196) --- **"[Keap/Thryv has helped me grow my business in ways I never thought I could](https://www.g2.com/survey_responses/thryv-review-8053452)"** **Rating:** 5.0/5.0 stars *— Heather W.* [Read full review](https://www.g2.com/survey_responses/thryv-review-8053452) --- #### What Are G2 Users Discussing About Thryv? - [What is Thryv used for?](https://www.g2.com/discussions/what-is-thryv-used-for) - [How do I cancel Thryv?](https://www.g2.com/discussions/how-do-i-cancel-thryv) - [What is infusionsoft used for?](https://www.g2.com/discussions/what-is-infusionsoft-used-for) - 3 comments - [Who owns Thryv software?](https://www.g2.com/discussions/who-owns-thryv-software) - [Is KEAP an Infusionsoft?](https://www.g2.com/discussions/is-keap-an-infusionsoft) - 4 comments ### 24. [Maximizer](https://www.g2.com/products/maximizer/reviews) Maximizer is a customer relationship management (CRM) solution designed to help businesses enhance their visibility into activities that drive success and maintain control over critical opportunities. This adaptable platform caters to organizations of various sizes and industries, with specific offerings for financial services and sales professionals. Maximizer offers a comprehensive suite of tools that improve revenue-generating processes, monitor performance, and facilitate informed decision-making. By focusing on customization and ease of use, Maximizer empowers users to configure the system and tailor it to their specific needs without requiring extensive IT support or developer resources. Maximizer provides services to a diverse customer base, including financial services professionals such as financial advisors, wealth managers, investment planners, insurance brokers, mortgage brokers, small- and medium-sized sales teams across multiple industries , marketing professionals, and customer service teams. With a flexible, adaptable design that allows businesses to build successful processes that align with their unique workflows, users can easily configure the CRM to track revenue-generating activities. This ease of customizations ensures that teams can remain focused on the initiatives that contribute to increasing pipeline and revenue. This level of customization enhances user experience and also fosters a culture of accountability and performance within organizations. Key features include robust monitoring capabilities that provide insights into business health. Users can visualize and report on performance metrics and trends, enabling them to identify areas for improvement and capitalize on growth opportunities. The platform's AI-driven insights further improve decision-making by surfacing timely actions that can lead to strategic advantages. This combination of data visualization and intelligent recommendation helps businesses stay agile in a competitive landscape. The benefits of using Maximizer extend beyond functionality. By offering a user-friendly interface and customizable features, the platform minimizes the learning curve for new users, allowing teams to adopt the system quickly without the need for additional resources from other departments. Additionally, the integration of AI technology ensures that users receive actionable insights that can significantly impact their strategic planning and execution. This proactive approach to CRM not only enhances operational efficiency but also strengthens customer relationships, ultimately driving long-term success for businesses. Maximizer stands out in the CRM category, particularly for financial services and sales professionals, by providing a flexible, user-centric solution that adapts to the unique needs of each organization. Its focus on visibility, customization, and AI-driven insights positions it as a valuable tool for businesses looking to optimize their operations and achieve sustainable growth. **Average Rating:** 4.0/5.0 **Total Reviews:** 642 **How Do G2 Users Rate Maximizer?** - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Maximizer?** - **Seller:** [Maximizer Software](https://www.g2.com/sellers/maximizer-software) - **Company Website:** https://www.maximizer.com/ - **Year Founded:** 1987 - **HQ Location:** Vancouver, Canada - **Twitter:** @maximizercrm (3,115 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/maximizercrm/about (140 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Advisor, Administrative Assistant - **Top Industries:** Financial Services, Investment Management - **Company Size:** 73% Small-Business, 19% Mid-Market #### What Are Maximizer's Pros and Cons? **Pros:** - Ease of Use (40 reviews) - Task Management (36 reviews) - Organization Efficiency (33 reviews) - Customer Management (32 reviews) - Lead Management (27 reviews) **Cons:** - Learning Curve (23 reviews) - Integration Issues (19 reviews) - Missing Features (16 reviews) - Not Intuitive (15 reviews) - Limited Customization (13 reviews) ### What Do G2 Reviewers Say About Maximizer? *AI-generated summary from verified user reviews* **Pros:** - Users find Maximizer's **ease of use** exceptional, streamlining client interactions and saving valuable time in organization. - Users value the **task management capabilities** of Maximizer, making customer follow-ups and team collaboration seamless and efficient. - Users value the **streamlined organization** Maximizer provides, enhancing efficiency and simplifying client management tasks. - Users appreciate the **effective customer management** tools of Maximizer, facilitating better communication and organization of client needs. - Users value the **effective lead management** of Maximizer, enhancing client interaction tracking and automated follow-ups. **Cons:** - Users find the **learning curve steep** for Maximizer, requiring time and training for a smoother experience. - Users face **integration issues** with Maximizer, making it difficult to connect essential marketing tools effectively. - Users feel that Maximizer suffers from **missing features** , especially with recent updates and pricing changes impacting usability. - Users find Maximizer's interface **not intuitive** , making it challenging for new users to navigate and learn effectively. - Users find the **limited customization** options of Maximizer hinder quick access to important insights and impact productivity. #### What Are Recent G2 Reviews of Maximizer? **"[Maximizer Streamlines CRM, Quotes, and Outlook Sync for Faster Sales](https://www.g2.com/survey_responses/maximizer-review-12473388)"** **Rating:** 4.0/5.0 stars *— Izfar H.* [Read full review](https://www.g2.com/survey_responses/maximizer-review-12473388) --- **"[Maximizer: Seamless Partner Management, Campaign Tracking, and Case Support](https://www.g2.com/survey_responses/maximizer-review-12467365)"** **Rating:** 4.5/5.0 stars *— Imanda I.* [Read full review](https://www.g2.com/survey_responses/maximizer-review-12467365) --- #### What Are G2 Users Discussing About Maximizer? - [What is Maximizer CRM used for?](https://www.g2.com/discussions/what-is-maximizer-crm-used-for) - 3 comments - [What is a CRM software package?](https://www.g2.com/discussions/what-is-a-crm-software-package) - [What is the most popular CRM software?](https://www.g2.com/discussions/what-is-the-most-popular-crm-software) - [What are the top 5 CRM systems?](https://www.g2.com/discussions/what-are-the-top-5-crm-systems) - [What are the features of CRM software?](https://www.g2.com/discussions/what-are-the-features-of-crm-software) ### 25. [CRMOne](https://www.g2.com/products/crmone/reviews) 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: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind CRMOne?** - **Seller:** [CrmOne](https://www.g2.com/sellers/crmone) - **Year Founded:** 2022 - **HQ Location:** Menlo Park, US - **Twitter:** @crmone_global (10 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/crmone-global/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Financial Services - **Company Size:** 32% Small-Business, 24% Enterprise #### What Are CRMOne's Pros and Cons? **Pros:** - Lead Management (116 reviews) - Customer Management (101 reviews) - Customer Support (93 reviews) - Task Management (78 reviews) - Time-saving (74 reviews) **Cons:** - Limited Customization (71 reviews) - Learning Curve (64 reviews) - Steep Learning Curve (41 reviews) - Limited Features (33 reviews) - Integration Issues (28 reviews) ### What Do G2 Reviewers Say About CRMOne? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficient lead management** of CRMOne, enhancing collaboration and streamlining customer interactions across teams. - Users value the **effective customer management** with CRMOne, enhancing collaboration and improving response times significantly. - Users appreciate the **quick and effective customer support** provided by CRMOne, enhancing service and satisfaction levels. - Users value the **automatic reminders and streamlined workflows** of CRMOne, enhancing efficiency in managing customer messages. - Users value the **time-saving automation** of CRMOne, which streamlines responses and enhances efficiency in handling customer inquiries. **Cons:** - Users find the CRMOne has **limited customization options** , making it difficult to meet advanced and specialized needs. - Users find the **learning curve challenging** , especially if they are new to using CRMs like CRMOne. - Users experience a **steep learning curve** , finding the onboarding process tricky and lacking adequate tutorials for beginners. - Users find the **limited features** of CRMOne restrict their ability to utilize the product effectively. - Users face **integration issues** with CRMOne, making it challenging to connect with essential third-party tools. #### What Are Recent G2 Reviews of CRMOne? **"[Review Title: Helped Us Streamline Sales Operations](https://www.g2.com/survey_responses/crmone-review-12202021)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/crmone-review-12202021) --- **"[A Complete CRM Solution for Growing Teams](https://www.g2.com/survey_responses/crmone-review-12193939)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/crmone-review-12193939) --- ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) --- ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/) --- ## What Are the Most Common Questions About CRM Software? *AI-generated · Last updated: June 3, 2026* ### What's the best CRM app for small business owners Based on G2 reviews, these CRM products are frequently mentioned by recent reviewers for helping small teams stay organized, manage pipelines, and reduce manual follow-up work. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — easy navigation and pipeline reviews. - [Pipedrive](https://www.g2.com/products/pipedrive) — visual pipeline and follow-up reminders. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — simple setup and contact management. - [Pipedrive](https://www.g2.com/products/pipedrive) — straightforward CRM for growing teams. ### Best CRM solution with marketing automation features Based on G2 reviews, these CRM products are often highlighted by recent users for combining contact management with email automation, campaign workflows, and follow-up support. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — sales workflows with marketing alignment. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — automated journeys and contact segmentation. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — lead tracking and workflow automation. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — CRM plus email automation workflows. ### What CRM is the best for e-commerce platforms Based on G2 reviews, these CRM products are commonly cited by recent users for organizing customer data, syncing communications, and supporting sales workflows tied to online channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — centralized deals and outreach tracking. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — customer journeys and campaign automation. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud) — integrations and pipeline visibility. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — organized leads and follow-up workflows. ### What should buyers look for in crm software According to verified users, the most consistent buying themes in recent CRM reviews are ease of use, clear pipeline visibility, centralized customer records, and reminders that keep follow-ups from being missed. Buyers also repeatedly mention reporting dashboards, task management, and workflow automation as practical time-savers. Integrations matter too, especially for email, calendars, and other business tools teams already use. Reviewers also flag common tradeoffs to evaluate during selection, including learning curve, mobile experience, reporting depth, and how well the system handles customization as processes become more complex. In short, buyers tend to value software that keeps sales activity organized without making daily work harder. ### How do teams use CRM for follow-ups According to verified users, teams mainly use CRM to keep follow-ups consistent and visible across the whole sales process. Recent reviews repeatedly mention reminders, task tracking, activity history, and pipeline stages as the tools that prevent outreach from slipping through the cracks. Users describe using CRM to log calls, emails, notes, and next steps in one place so any teammate can quickly understand account context. Automation is another recurring theme, with teams using it to trigger reminders, route leads, and reduce repetitive admin work. The practical outcome reviewers highlight most often is better organization: less time spent chasing updates manually and more confidence that important prospects and customers are being contacted on time.