Best Enterprise CRM Software - Page 4

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,650

Category Stats (Sep 2026)

  • Average Rating: 4.4/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SalesSeek (+25.91%) - Among all products in this category, SalesSeek recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 125,000+ Authentic Reviews
  • 1,650+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

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

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, SAP Sales Cloud, Zoho CRM, Oracle Sales Cloud, 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=zoho-crm&focus%5B%5D=oracle-sales-cloud&focus%5B%5D=monday-crm&focus%5B%5D=bitrix24&focus%5B%5D=activecampaign&segment=enterprise)

Workbooks

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

Average Rating: 4.3/5.0

Total Reviews: 534

How Do G2 Users Rate Workbooks?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 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
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Reading, Berkshire
  • Twitter: @Workbooks
    2,702 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    67 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, 33% Medium

What Do G2 Reviewers Say About Workbooks?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Workbooks enhances productivity with its intuitive interface and streamlined features.
  • Users value the customizable reporting and dashboards in Workbooks, enhancing performance monitoring and strategic decision-making.
  • Users commend the excellent customer support of Workbooks, highlighting its responsive and knowledgeable team.
  • Users appreciate the customization capabilities of Workbooks, enabling tailored dashboards and comprehensive reports for effective decision-making.
  • Users praise the extensive customization options of Workbooks, enhancing reporting and data management for improved decision-making.
Cons
  • Users find the learning curve steep, with challenges in setup and data input complicating the user experience.
  • Users experience occasional slowness in data loading and limited functionality, especially for larger organizations needing advanced features.
  • Users find limited features in Workbooks, especially as company needs grow, making it less suitable for larger clients.
  • Users find complex features of Workbooks can be clunky and require external assistance for effective use.
  • Users find limited customization options frustrating, feeling it complicates setup and hinders future changes.

What Are Recent G2 Reviews of Workbooks?

What Are G2 Users Discussing About Workbooks?

Accelo

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

Average Rating: 4.3/5.0

Total Reviews: 661

How Do G2 Users Rate Accelo?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 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
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • Twitter: @accelo
    2,980 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Accelo?

AI-generated summary from verified user reviews

Pros
  • Users find Accelo easy to learn and access, enhancing collaboration and task management across various departments.
  • Users appreciate the effective project tracking features of Accelo, enhancing coordination and profitability across all tasks.
  • Users appreciate the efficiency of Accelo, seamlessly integrating multiple tools to streamline business processes and enhance productivity.
  • Users appreciate the integrated client management features of Accelo, enhancing coordination and transparency across all projects.
  • Users benefit from efficient task and project management in Accelo, enhancing transparency and profitability across teams.
Cons
  • Users find missing features in Accelo, like insufficient reporting and complex processes, hinder usability and efficiency.
  • Users find the learning curve steep, causing confusion and frustration with implementation and insufficient training support.
  • Users are frustrated with Accelo's limited features, outdated UI, and lack of effective customer support.
  • Users find Accelo's complexity overwhelming, with difficult configurations and inadequate training leading to frustration and inefficiency.
  • Users find limited customization in Accelo, making it challenging to tailor workflows and reports to specific needs.

What Are Recent G2 Reviews of Accelo?

What Are G2 Users Discussing About Accelo?

Daylite

When your time is your product, you can’t afford to waste it. Daylite is the CRM and project management app built exclusively for the Apple ecosystem, specifically for consultants, fractional executives, freelancers, construction companies, and other service-based businesses that sell their expertise. Most CRMs are built for sales teams. Daylite is built for people who are the business: it combines contact management, sales pipelines, project management, calendars, tasks, and email into one connected system that runs natively on Mac, iPhone, and iPad- not a web app wrapped in a browser tab. Why Apple-native matters: Daylite integrates directly with Apple Mail, Calendar, and Contacts, so every email, meeting, and task is automatically linked to the right client, opportunity, or project. It works offline and syncs seamlessly across your devices, with built-in AI (powered by Apple’s Writing Tools) to help you draft and polish communications faster. Everything stays connected: Every note, email, and task builds a searchable history for each client and project, so you and your team always have full context without switching apps or hunting through inboxes. Choose the plan that fits your business: Leap: This plan is designed for anyone starting their business journey or running a side hustle. It includes all essential Daylite features for one user, integration with one email account, up to 500 contacts, and email-only support. Growth: This plan is designed for full-time businesses with growing needs, including those looking to expand their team. It includes everything in Leap, supports up to 20 users, allows three email account integrations per user, includes up to 25,000 contacts, and comes with standard support and onboarding. Scale: This plan is designed for established businesses that need advanced tools and dedicated support to scale successfully. It includes everything in Growth, supports up to 100 users, allows 10 email account integrations per user, includes up to 250,000 contacts, and comes with premium support and onboarding. Daylite is developed by Marketcircle in Toronto, Canada. Marketcircle has built business apps exclusively for Apple devices for over 25 years, with customers in 80+ countries.

Average Rating: 4.5/5.0

Total Reviews: 161

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
  • Year Founded: 1999
  • HQ Location: Ontario, Canada
  • Twitter: @marketcircle
    2,812 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director, Owner
  • Top Industries: Marketing and Advertising, Management Consulting
  • Company Size: 87% Small, 9% Medium

What Do G2 Reviewers Say About Daylite?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the seamless contact management in Daylite, providing easy access to customer data across devices.
  • Users praise Daylite's excellent customer support, noting fast responses that keep the system running smoothly.
  • Users appreciate the organizational capabilities of Daylite, making client and task management seamless and efficient.
  • Users love Daylite for its effective project management, streamlining task organization and client interactions seamlessly.
  • Users value the easy access to their database on mobile devices, enhancing their productivity on the go.
Cons
  • Users find the limited integrations with other platforms a significant drawback for broader organizational compatibility.
  • Users find CRM issues with Daylite, noting the overwhelming interface and limited compatibility with non-Apple products.
  • Users feel the limited features of Daylite restrict access for non-Apple device users, affecting overall usability.
  • Users find the overwhelming experience with Daylite's interface challenging, requiring time to adjust for effective use.
  • Users find the app limitations frustrating, noting small print, exclusive Apple compatibility, and outdated CRM features.

What Are Recent G2 Reviews of Daylite?

What Are G2 Users Discussing About Daylite?

Thryv

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: 1,894

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
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Dallas, TX
  • Twitter: @thryv
    8,415 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5,823 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, 9% Medium

What Do G2 Reviewers Say About Thryv?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use with Thryv, particularly for scheduling appointments and managing customer interactions.
  • Users appreciate the efficient automation features of Thryv, which enhance productivity and streamline marketing efforts.
  • Users praise the outstanding customer support of Thryv, emphasizing its helpfulness and responsiveness throughout their experience.
  • Users value the automation features of Thryv, enhancing efficiency and ensuring consistent client follow-ups effortlessly.
  • Users appreciate the helpful features of Thryv, enhancing productivity and streamlining communication effectively.
Cons
  • Users highlight several missing features in Thryv, such as invoice creation and customizable calendar availability.
  • Users face a challenging learning curve with Thryv, making it difficult to utilize its full potential effectively.
  • Users express dissatisfaction with pricing limitations and functionality issues that hinder their overall experience with Thryv.
  • Users find Keap's limited features frustrating, lacking essential elements like inventory management and customizable reporting.
  • Users find Thryv's pricing expensive and limiting, creating challenges with user licenses and contact list limits.

What Are Recent G2 Reviews of Thryv?

What Are G2 Users Discussing About Thryv?

Maximizer

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

Average Rating: 4.0/5.0

Total Reviews: 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
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Vancouver, Canada
  • Twitter: @maximizercrm
    3,115 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    133 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Maximizer?

AI-generated summary from verified user reviews

Pros
  • Users find Maximizer's ease of use invaluable for organizing client interactions and enhancing efficiency.
  • Users appreciate the effective task management features of Maximizer, enhancing team collaboration and client communication.
  • Users value the organizational efficiency of Maximizer, aiding in client management and streamlining business operations effectively.
  • Users value the effective customer management tools of Maximizer, enhancing communication and organization for client information.
  • Users value the efficient lead management of Maximizer, enhancing client interactions and ensuring timely follow-ups.
Cons
  • Users find the learning curve challenging, especially for new users requiring extensive training and time for setup.
  • Users face integration issues with Maximizer, limiting the ability to connect essential marketing tools seamlessly.
  • Users express dissatisfaction with Maximizer's missing features, citing insufficient service and challenges with intuitive updates.
  • Users find Maximizer not intuitive, requiring extra effort to navigate its complex and outdated interface effectively.
  • Users find the limited customization of Maximizer to hinder productivity and complicate reporting and activity tracking.

What Are Recent G2 Reviews of Maximizer?

What Are G2 Users Discussing About Maximizer?

CRMOne

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

Average Rating: 4.8/5.0

Total Reviews: 1,044

How Do G2 Users Rate CRMOne?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 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
  • Year Founded: 2022
  • HQ Location: Menlo Park, US
  • Twitter: @crmone_global
    10 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About CRMOne?

AI-generated summary from verified user reviews

Pros
  • Users value the effective lead management in CRMOne, enhancing collaboration and ensuring streamlined communication across teams.
  • Users value the effective customer management of CrmOne, enhancing collaboration and response times for better support.
  • Users appreciate the ease of use of CRMOne, enjoying quick access and navigation across all devices.
  • Users commend the fast and effective customer support provided by CRMOne, enhancing overall service quality and engagement.
  • Users benefit from automated reminders and streamlined workflows, enhancing efficiency and improving response times significantly.
Cons
  • Users feel there is limited customization for advanced needs, hindering the system’s ability to meet specific requirements.
  • Users find the learning curve challenging, especially when trying to navigate the system as newcomers.
  • Users face a steep learning curve with CRMOne due to complex onboarding and insufficient beginner-friendly tutorials.
  • Users find the limited features of CRMOne make attaching files and using the mobile version challenging.
  • Users find CRMOne lacks advanced features for productivity tracking and complex task automation, limiting its effectiveness.

What Are Recent G2 Reviews of CRMOne?

Agile CRM

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

Average Rating: 4.0/5.0

Total Reviews: 364

How Do G2 Users Rate Agile CRM?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Agile CRM?

  • Seller: Agile CRM
  • Year Founded: 2013
  • HQ Location: Dallas, TX
  • Twitter: @agilecrm
    6,703 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    103 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Agile CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Agile CRM, enjoying its simple interface for streamlined sales management.
  • Users value the effective consolidation of tools in Agile CRM, enhancing simplicity and efficiency for small teams.
  • Users value the affordable all-in-one toolset of Agile CRM, appreciating its intuitive automation and efficiency for small teams.
  • Users value Agile CRM's affordability, appreciating its all-in-one features and excellent value for small teams.
  • Users value the automated workflows of Agile CRM, enhancing organization and efficiency for small and medium-sized businesses.
Cons
  • Users find the interface not intuitive, complicating navigation and the use of advanced features.
  • Users report poor customer support, facing slow responses and difficulties with initial setup and updates.
  • Users find the interface dated and clunky, making navigation and advanced features difficult to use effectively.
  • Users face slow loading times with Agile CRM, which disrupts their workflow, especially with larger datasets.
  • Users find the interface lacking polish compared to competitors, with limited customization and reporting capabilities.

What Are Recent G2 Reviews of Agile CRM?

What Are G2 Users Discussing About Agile CRM?

Talisma

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

Average Rating: 3.1/5.0

Total Reviews: 24

How Do G2 Users Rate Talisma?

  • Has the product been a good partner in doing business?: 5.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 5.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 6.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 6.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Talisma?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Talisma?

AI-generated summary from verified user reviews

Cons
  • Users often face issues with slow loading, negatively impacting the overall usability of Talisma.

What Are Recent G2 Reviews of Talisma?

OutreachCRM

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

Average Rating: 4.5/5.0

Total Reviews: 43

How Do G2 Users Rate OutreachCRM?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.0/10 (Category avg: 8.6/10)

Who Is the Company Behind OutreachCRM?

Who Uses This Product?

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

What Are Recent G2 Reviews of OutreachCRM?

What Are G2 Users Discussing About OutreachCRM?

Pivotal CRM

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

Average Rating: 3.5/5.0

Total Reviews: 58

How Do G2 Users Rate Pivotal CRM?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Pivotal CRM?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 50% Medium, 37% Large

What Do G2 Reviewers Say About Pivotal CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the better understanding of customer needs provided by Pivotal CRM, enhancing relationships and satisfaction.
  • Users appreciate the ease of use in Pivotal CRM, enjoying efficient navigation and streamlined management of their database.
  • Users value the easy navigation of Pivotal CRM, allowing efficient management and real-time tracking of sales accounts.
  • Users praise the easy tracking features of Pivotal CRM, enhancing efficiency and real-time management of sales accounts.
  • Users appreciate the valuable tools in Pivotal CRM, finding it highly conducive for their team's needs.
Cons
  • Users find limited customization in Pivotal CRM, leading to confusion and a need for clearer guidance and automation.
  • Users find that expertise is required for setting up Pivotal CRM, which can be challenging for beginners.
  • Users face integration issues with Pivotal CRM, limiting customization and impacting analytical summaries.
  • Users find the time-consuming setup of Pivotal CRM challenging, particularly for newcomers needing extensive guidance.

What Are Recent G2 Reviews of Pivotal CRM?

What Are G2 Users Discussing About Pivotal CRM?

Julie Jung
JJ
Researched and written by Julie Jung
Updated