Best CRM Software with Campaign Management Capabilities

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monday CRM

The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations

Average Rating: 4.5/5.0

Total Reviews: 1,815

How Do G2 Users Rate monday CRM?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind monday CRM?

  • Seller: monday.com
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Tel Aviv
  • Twitter: @mondaydotcom
    40,761 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10,589 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 74% Small, 23% Medium

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

Pros
  • Users find monday CRM to be very user-friendly, appreciating its simplicity and helpful features for collaborative work.
  • Users praise the efficient integrations that enhance workflow, making daily tasks smoother and easier to manage.
  • Users value the automation features of monday CRM, enhancing workflow efficiency and minimizing manual tasks.
  • Users appreciate the incredible customizability of monday CRM, enabling tailored solutions for their unique business needs.
  • Users appreciate the user-friendly features of monday CRM, enhancing lead management and overall workflow efficiency.
Cons
  • Users find the learning curve steep, particularly in connecting boards and fully integrating the system.
  • Users find the missing features in monday CRM, like limited automation and columns, significantly hinder their workflows.
  • Users notice limited features in monday CRM, feeling it lacks depth compared to more robust CRM tools.
  • Users find limited customization in monday CRM compared to more robust tools, affecting detailed reporting and complex setups.
  • Users find the integration issues problematic, as they require manual setup and can lead to frustrating lags.

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,818

Category Stats (Oct 2026)

  • Average Rating: 4.41/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Vryno CRM (+15.16%) - Among all products in this category, Vryno CRM recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 127,900+ Authentic Reviews
  • 1,818+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

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

Highlighted products: Salesforce Sales Cloud, HubSpot Sales Hub, monday CRM, Pipedrive, Close, Zoho CRM, Bigin by Zoho CRM, 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=monday-crm&focus%5B%5D=pipedrive&focus%5B%5D=close&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign)

Salesforce Sales Cloud

Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management

Average Rating: 4.4/5.0

Total Reviews: 26,145

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How Do G2 Users Rate Salesforce Sales Cloud?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind Salesforce Sales Cloud?

  • Seller: Salesforce
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • Twitter: @salesforce
    579,511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89,711 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 45% Medium, 34% Large

What Do G2 Reviewers Say About Salesforce Sales Cloud?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Agentforce Sales invaluable for managing customer data and improving productivity.
  • Users value the straightforward flow and comprehensive visibility of Agentforce Sales, enhancing team collaboration and insight.
  • Users value the 360-degree view of customer information, enhancing lead follow-up and closing processes efficiently.
  • Users value the extensive customization options of Agentforce Sales, tailoring it to fit unique business needs effortlessly.
  • Users value the extensive customizability of Agentforce Sales, allowing tailored solutions for unique business needs.
Cons
  • Users find the steep learning curve daunting, struggling with complex setups and mobile UX challenges.
  • Users find limitations in package options and struggle with navigation and security complexities in Agentforce Sales.
  • Users find the missing features in Agentforce Sales hinder their ability to manage complex issues easily.
  • Users find the limited features of Agentforce Sales require time and expertise for effective customization and reporting.
  • Users find the product expensive and suggest improving cost-effectiveness for better business adaptability.

What Are Recent G2 Reviews of Salesforce Sales Cloud?

What Are G2 Users Discussing About Salesforce Sales Cloud?

HubSpot Sales Hub

Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey.

Average Rating: 4.4/5.0

Total Reviews: 13,728

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How Do G2 Users Rate HubSpot Sales Hub?

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

Who Is the Company Behind HubSpot Sales Hub?

  • Seller: HubSpot
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Cambridge, Massachusetts, United States
  • Twitter: @HubSpot
    784,270 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17,628 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Business Development Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Small, 35% Medium

What Do G2 Reviewers Say About HubSpot Sales Hub?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive ease of use of HubSpot Sales Hub, appreciating its streamlined organization and integrations.
  • Users appreciate the customizability and user-friendly interface of HubSpot Sales Hub, enhancing their sales management experience.
  • Users value the comprehensive visibility of HubSpot Sales Hub for managing sales efforts and forecasting effectively.
  • Users value the intuitive interface of HubSpot Sales Hub, which simplifies navigation and enhances productivity.
  • Users value the excellent lead management provided by HubSpot Sales Hub, enhancing organization and efficiency significantly.
Cons
  • Users find missing features in HubSpot Sales Hub, including limited lead creation and incomplete mobile app functionality.
  • Users find the limited features of HubSpot Sales Hub, like dashboard limitations and mobile app functionality, frustrating.
  • Users face a large learning curve, finding the system confusing without extensive training on contacts versus leads.
  • Users find HubSpot Sales Hub significantly limited in customization, hindering efficient outreach and task management.
  • Users find HubSpot Sales Hub to be expensive, especially as costs increase and bugs persist affecting usage.

What Are Recent G2 Reviews of HubSpot Sales Hub?

What Are G2 Users Discussing About HubSpot Sales Hub?

Pipedrive

What is Pipedrive? Pipedrive is a sales CRM for small and medium-sized businesses, built around how salespeople actually work. It brings pipelines, customer context, sales automation, reporting, and AI into one easy-to-use system, without the cost or complexity of an enterprise platform. Reps see what needs attention, prepare for conversations, and follow through. Managers get a shared view of what’s moving, what’s stuck, and where to help. Pipedrive is built by salespeople and used by more than 100,000 companies worldwide. It treats sales as a craft: listening closely, reading the room, and earning trust one conversation at a time. Pipedrive’s approach to AI is to support salespeople, not replace them. Its AI takes on more of the work around selling, while people bring the judgment, empathy, and relationships. 🧑🏽‍💼 Who should use Pipedrive? - Sales reps managing multiple deals at once who want to see which deals need attention without digging through records. - Sales managers building a consistent process across the team and spotting stalled deals early. - Small and mid-sized teams that want an AI CRM that people actually use every day. - Businesses outgrowing spreadsheets or a basic CRM that want pipelines and workflows that scale with them. 💳 Is there a free trial? Yes. Pipedrive offers a free 14-day trial, no credit card required. KEY FEATURES ✅ Pipeline management and sales automation Pipedrive’s visual pipelines show where deals stand and what needs attention. Teams can customize stages, fields, and workflows around how they actually sell. Contacts, emails, and deal history stay connected, so picking up a conversation doesn’t start with a search through five tabs. Email sync, reminders, and automation keep follow-ups on track and repetitive tasks off the to-do list. More than 500 Marketplace integrations connect Pipedrive with other business tools. ✅ Reporting and revenue forecasting Pipedrive’s shared dashboards, customizable reports, and revenue forecasting help managers see what’s working, where deals are slowing down, and who could use support. ✅ Pipedrive Nova: AI meeting intelligence inside the CRM Pipedrive Nova is AI meeting intelligence built into Pipedrive, working around every sales conversation. Before a meeting, Nova prepares a brief from deal history, emails, and past conversations. During the meeting, it records and transcribes, so salespeople can focus on the customer instead of taking notes. Afterward, it summarizes the discussion, highlights next steps, and suggests CRM updates that salespeople review, edit, and approve before anything changes. ✅ AI Sales Assistant: deal summaries, win/loss patterns, and next actions While Nova works around meetings, Pipedrive’s AI Sales Assistant works across deals and pipeline data. It summarizes deals, surfaces patterns in won and lost opportunities, and recommends next actions. Salespeople can get up to speed on a deal quickly, and managers can ask questions about sales data, compare performance, and spot bottlenecks without leaving the CRM. ✅ Pipedrive MCP: connect ChatGPT, Claude, and other AI assistants to your CRM Pipedrive’s Model Context Protocol (MCP) server connects ChatGPT, Claude, and other compatible AI assistants to live CRM data. Teams can find deals, update contacts, and schedule follow-ups through plain-language requests. Existing Pipedrive permissions govern what each assistant can access and change. ✅ Customer conversations: WhatsApp integration and lead capture Pipedrive’s native WhatsApp integration brings messages into the CRM and links conversations to contacts, leads, and deals. The LeadBooster add-on captures leads through web forms, chatbots, and live chat. ✅ Projects: connecting sales and delivery The Pipedrive Projects add-on connects post-sale work to customer and deal history, so delivery teams can pick up where sales left off. AI-generated project briefs bring together commitments, notes, and files from the sales process, while project insights and Gantt timelines help teams track progress, workloads, and deadlines. ✅ Security and permissions: SOC 2, GDPR, and AES-256 encryption Pipedrive is SOC 2 and GDPR compliant. Customer data is protected with AES-256 encryption, 2FA, SAML SSO, and hourly backups. Visibility options and permissions control who can see and edit what, including custom visibility groups and permission sets. Security alerts, security rules, and a device history and audit log add further oversight.

Average Rating: 4.3/5.0

Total Reviews: 4,819

How Do G2 Users Rate Pipedrive?

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

Who Is the Company Behind Pipedrive?

  • Seller: Pipedrive
  • Company Website:
  • Year Founded: 2010
  • HQ Location: New York
  • Twitter: @pipedrive
    14,355 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,124 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Sales Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 73% Small, 22% Medium

What Do G2 Reviewers Say About Pipedrive?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Pipedrive, finding it intuitive and customizable for their evolving business needs.
  • Users praise the intuitive interface of Pipedrive, making it easy for anyone to customize and use effectively.
  • Users appreciate the simple and user-friendly interface of Pipedrive, making navigation and task management effortless.
  • Users appreciate the ease of customization in Pipedrive, enabling them to tailor the CRM to their specific needs.
  • Users value the seamless integrations of Pipedrive, enhancing their sales process and automating essential tasks.
Cons
  • Users express concerns about missing features in Pipedrive, including limited automation options and customization difficulties.
  • Users express frustration over limited features in Pipedrive, such as automation setup and customization options.
  • Users find the learning curve steep with Pipedrive, requiring significant time and training for effective use.
  • Users experience integration issues with Pipedrive, notably missing meeting details in Google Calendar events.
  • Users find Pipedrive expensive, especially the add-ons, making it challenging for solo practices and small businesses.

What Are Recent G2 Reviews of Pipedrive?

What Are G2 Users Discussing About Pipedrive?

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Zoho CRM

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

Average Rating: 4.1/5.0

Total Reviews: 2,847

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How Do G2 Users Rate Zoho CRM?

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

Who Is the Company Behind Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @Zoho
    137,880 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 62% Small, 33% Medium

What Do G2 Reviewers Say About Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive interface of Zoho CRM, making daily tasks easy and seamless to navigate.
  • Users appreciate the powerful AI features of Zoho CRM, enhancing sales, marketing, and customer support seamlessly.
  • Users appreciate the seamless integrations of Zoho CRM, enhancing collaboration between Marketing and Sales processes effectively.
  • Users appreciate the flexibility and ease of lead management with Zoho CRM's extensive features and integrations.
  • Users appreciate the easy integrations in Zoho CRM, enhancing workflow efficiency and simplifying customer management.
Cons
  • Users experience a challenging learning curve with Zoho CRM, as advanced features can be confusing initially.
  • Users find limited features in Zoho CRM restrict functionality, hindering integration and automation with other systems.
  • Users struggle with integration issues, finding the system inflexible and challenging to automate with non-Zoho tools.
  • Users find Zoho CRM's complexity challenging for beginners, often struggling to locate features and navigate the system.
  • Users often face poor customer support with Zoho CRM, leading to frustration and challenges during critical tasks.

What Are Recent G2 Reviews of Zoho CRM?

What Are G2 Users Discussing About Zoho CRM?

ActiveCampaign

ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools.

Average Rating: 4.4/5.0

Total Reviews: 14,273

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How Do G2 Users Rate ActiveCampaign?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.6/10)

Who Is the Company Behind ActiveCampaign?

  • Seller: ActiveCampaign
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Chicago, IL
  • Twitter: @ActiveCampaign
    13,203 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    854 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Health, Wellness and Fitness
  • Company Size: 92% Small, 7% Medium

What Do G2 Reviewers Say About ActiveCampaign?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in ActiveCampaign, appreciating seamless automation and straightforward features for personal tasks.
  • Users love the easy automation programming of ActiveCampaign, streamlining their workflow and enhancing customer communication.
  • Users value the user-friendly email editor and seamless integrations that enhance their marketing efforts effectively.
  • Users love the phenomenal automation features of ActiveCampaign, enhancing email campaigns with effective segmentation and tailored messaging.
Cons
  • Users express concerns about the missing features such as easy form building and custom date triggers.
  • Users find the pricing steep, especially for newer plans, which may be a barrier for some businesses.
  • Users experience a steep learning curve with ActiveCampaign, requiring additional support to navigate its features effectively.
  • Users find the limited features of ActiveCampaign frustrating, particularly in reporting, automation testing, and design flexibility.
  • Users find ActiveCampaign not intuitive, struggling with complicated automations and email creation processes that hinder efficiency.

What Are Recent G2 Reviews of ActiveCampaign?

What Are G2 Users Discussing About ActiveCampaign?

Zoho CRM Plus

Zoho CRM Plus is a unified customer experience platform that helps you bridge the gap between your sales, marketing, and customer service teams and deliver an exceptional customer experience. It combines sales automation, visitor tracking, intelligent chat bots, customer service, project management, email marketing, social media, customer surveys, built-in AI, and unified analytics—all on one platform.

Average Rating: 4.4/5.0

Total Reviews: 130

How Do G2 Users Rate Zoho CRM Plus?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Zoho CRM Plus?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @Zoho
    137,880 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: Data Analyst
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 55% Small, 36% Medium

What Do G2 Reviewers Say About Zoho CRM Plus?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Zoho CRM Plus, seamlessly integrating sales, marketing, and support for efficiency.
  • Users appreciate the efficiency of Zoho CRM Plus, benefiting from centralized information that streamlines their workflow and team collaboration.
  • Users appreciate the unified platform of Zoho CRM Plus, seamlessly integrating all customer engagement functions for enhanced productivity.
  • Users appreciate the automation features of Zoho CRM Plus, enhancing efficiency and connecting sales, marketing, and support seamlessly.
  • Users value the seamless integration of Zoho CRM Plus, enabling enhanced collaboration and streamlining of operations across teams.
Cons
  • Users experience a steep learning curve with Zoho CRM Plus, requiring time and training to fully utilize its features.
  • Users often find the experience overwhelming due to the multitude of features and the steep learning curve.
  • Users find the interface not intuitive, making initial setup and feature navigation a challenging experience.
  • Users note a limited customization option in lower tiers, making advanced features less accessible for budget-minded users.
  • Users find Zoho CRM Plus to have a overwhelming interface, making it challenging for new users to navigate effectively.

What Are Recent G2 Reviews of Zoho CRM Plus?

What Are G2 Users Discussing About Zoho CRM Plus?

Oracle CRM On Demand

Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness.

Average Rating: 3.8/5.0

Total Reviews: 97

How Do G2 Users Rate Oracle CRM On Demand?

  • Has the product been a good partner in doing business?: 6.6/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Oracle CRM On Demand?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 52% Large, 48% Medium

What Do G2 Reviewers Say About Oracle CRM On Demand?

AI-generated summary from verified user reviews

Pros
  • Users find Oracle CRM On Demand extremely easy to use, appreciating its accessibility and straightforward implementation.
  • Users value the easy integration of Oracle CRM On Demand, enabling seamless implementation and effortless access from anywhere.
  • Users find the customer support of Oracle CRM On Demand easily accessible, enhancing their overall experience.
  • Users love the easy access of Oracle CRM On Demand, enjoying the convenience of a cloud-based solution.
  • Users find the easy implementation of Oracle CRM On Demand highly beneficial, enhancing their overall experience and efficiency.
Cons
  • Users find limited customization options in Oracle CRM On Demand, restricting tailored solutions and integration flexibility.
  • Users find Oracle CRM On Demand not intuitive, experiencing delays and a dated interface that hinder efficiency.
  • Users face integration issues with Oracle CRM On Demand, particularly regarding search sensitivity and duplication challenges.
  • Users find Oracle CRM On Demand to be not user-friendly, often facing delays in completing necessary tasks.
  • Users experience slow performance with Oracle CRM On Demand, impacting their efficiency and usability of the system.

What Are Recent G2 Reviews of Oracle CRM On Demand?

What Are G2 Users Discussing About Oracle CRM On Demand?

Creatio

Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation.

Average Rating: 4.6/5.0

Total Reviews: 337

How Do G2 Users Rate Creatio?

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

Who Is the Company Behind Creatio?

  • Seller: Creatio
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Boston, Massachusetts
  • Twitter: @Creatio_Global
    3,977 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,186 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Business Analyst
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 43% Medium, 42% Small

What Do G2 Reviewers Say About Creatio?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Creatio, leading to streamlined processes and enhanced efficiency in sales operations.
  • Users value the efficiency of Creatio, enhancing sales operations and minimizing errors through customizable automation.
  • Users praise the high customizability of Creatio, making it easy to adapt the platform to specific needs.
  • Users value the unlimited customization options in Creatio, enabling tailored solutions without requiring developer skills.
  • Users value the extensive customization options of Creatio, enabling tailored solutions even without technical skills.
Cons
  • Users note a significant learning curve with Creatio, requiring training and support for effective setup.
  • Users find missing features in Creatio, such as limited reporting and inefficient contact management, affecting productivity.
  • Users find the limited selection of features in Creatio constraining, despite some useful applications available.
  • Users express frustration over limited customization, noting outdated documentation and unintuitive button placements hinder productivity.
  • Users find the limited app options and lack of customization for service businesses frustrating when using Creatio.

What Are Recent G2 Reviews of Creatio?

What Are G2 Users Discussing About Creatio?

Aurea CRM

Aurea CRM is a comprehensive customer relationship management solution that lets you drive customer engagement tools deep into your sales organization. With end-to-end capabilities for sales and marketing, it provides a one-stop-shop that delivers a compact overview of team activities, sales pipelines, and key performance indicators so you can set priorities and make informed decisions. The new Aurea CRM Enterprise Edition has been reengineered with integrated campaign management offerings to give you the insight, access, and speed you need.

Average Rating: 4.1/5.0

Total Reviews: 24

How Do G2 Users Rate Aurea CRM?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Aurea CRM?

  • Seller: Aurea Software
  • Year Founded: 2012
  • HQ Location: Austin, TX
  • Twitter: @AureaSoftware
    481 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    239 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 46% Small, 31% Medium

What Do G2 Reviewers Say About Aurea CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the easy access with Aurea CRM, enabling seamless workflow both in-office and on-the-go.
  • Users value the high customizability of Aurea CRM, enhancing workflows and aligning perfectly with their sales processes.
  • Users value the feature richness of Aurea CRM, enhancing sales efficiency and providing a comprehensive view of customer data.
  • Users appreciate the flexibility of Aurea CRM, which enhances customization and adapts to diverse sales processes seamlessly.
  • Users value the intuitive interface of Aurea CRM, enabling seamless access and effective task management on the go.
Cons
  • Users express concerns over the expensive pricing of Aurea CRM, which may deter smaller businesses from adoption.
  • Users struggle with the steep learning curve of Aurea CRM, especially those lacking technical expertise.
  • Users find the interface not intuitive, describing a steep learning curve for those lacking technical skills.
  • Users often face a not user-friendly experience due to complex setup and an outdated interface, impacting usability.
  • Users experience slow performance with Aurea CRM, reporting sluggish loading times that hinder their productivity.

What Are Recent G2 Reviews of Aurea CRM?

What Are G2 Users Discussing About Aurea CRM?

LeadSquared Sales CRM

LeadSquared Sales CRM is our core sales execution product, built to support inside sales, call center, and field sales teams in managing leads, tracking pipeline activity, and closing deals from a single platform. It functions as the central hub that our other modules — marketing, mobile, service — connect into. We cover several areas of the sales process. Our lead management handles capturing leads from various sources, qualifying and scoring them automatically, and routing them to the appropriate rep or team based on configurable rules. We give sales reps a "Smart Views" interface intended to show them a prioritized list of just their own tasks and leads, rather than a cluttered general view. Our opportunity management lets teams track deals with higher revenue potential separately from standard leads, including mapping multiple opportunities tied to the same account. We've built in communication tools including click-to-call dialing with call logging, and messaging via email, WhatsApp, and SMS, with the ability to send bulk campaigns or automated replies and track engagement on individual messages. Our no-code workflow builder lets admins configure sales processes — approvals, follow-up sequences, notifications — without needing developer involvement, and we support multiple concurrent sales processes for organizations running several product lines or teams. For field-based reps, our CRM includes the mobile app functionality we described above (territory management, GPS tracking, beat planning). Our reporting and dashboards cover call volume and connect rates, conversation tracking (opens/clicks on emails and messages), revenue by rep or region, and sales closure against targets, with role-based access so different teams see relevant views. We integrate with third-party tools spanning WhatsApp Business API, analytics platforms, telephony providers, payment gateways, and meeting schedulers. We typically price this product on a per-user, per-month basis, and we publish a separate pricing page for specific tiers. We market this product broadly across industries including education, financial services, healthcare, real estate, and automotive, and cite customers from various NBFCs and educational institutions in our case studies.

Average Rating: 4.5/5.0

Total Reviews: 294

How Do G2 Users Rate LeadSquared Sales CRM?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.1/10 (Category avg: 8.6/10)

Who Is the Company Behind LeadSquared Sales CRM?

  • Seller: LeadSquared
  • Year Founded: 2011
  • HQ Location: Bangalore
  • Twitter: @LeadSquared
    1,470 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,071 employees on LinkedIn®
  • Phone: 848-248-4002

Who Uses This Product?

  • Who Uses This: Inside sales specialist, BDE
  • Top Industries: Education Management, Financial Services
  • Company Size: 54% Medium, 28% Large

What Do G2 Reviewers Say About LeadSquared Sales CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly lead management of LeadSquared Sales CRM, simplifying the process of tracking and nurturing leads.
  • Users find LeadSquared Sales CRM notably easy to use, enabling efficient lead management and quick learning for new users.
  • Users value the intuitive lead management features of LeadSquared Sales CRM, making tracking leads hassle-free and efficient.
  • Users value the efficiency of LeadSquared Sales CRM, citing time-saving automation and real-time lead management capabilities.
  • Users value the intuitive design of LeadSquared Sales CRM, enhancing lead management and facilitating effortless navigation.
Cons
  • Users experience slow loading times with LeadSquared, impacting efficiency during use and navigation between screens.
  • Users note the steep learning curve with LeadSquared, finding the system slow and not very intuitive at first.
  • Users often experience slow performance with LeadSquared, especially when navigating large lists and multiple tabs.
  • Users point out the missing AI integration in LeadSquared Sales CRM, alongside performance and reporting limitations affecting usability.
  • Users often face slow speed and glitches, especially when using multiple tabs and managing details.

What Are Recent G2 Reviews of LeadSquared Sales CRM?

What Are G2 Users Discussing About LeadSquared Sales CRM?

Oracle EBS CRM

Oracle E-Business Suite (EBS) Customer Relationship Management (CRM) is a comprehensive suite of applications designed to manage and enhance customer interactions across various channels. It integrates sales, marketing, and service functionalities to provide a unified approach to customer relationship management. By leveraging Oracle EBS CRM, organizations can streamline business processes, improve customer satisfaction, and drive revenue growth. Key Features and Functionality: - Sales Management: Automates the sales process, from lead generation to order fulfillment, ensuring efficient tracking and management of sales activities. - Marketing Automation: Facilitates the planning, execution, and analysis of marketing campaigns, enabling targeted outreach and improved marketing ROI. - Service Management: Provides tools for managing customer service operations, including call centers and field service, to deliver timely and effective support. - Order Capture and Quoting: Streamlines the order management process by integrating quoting and order capture functionalities, reducing errors and accelerating order processing. - Customer Data Management: Maintains a centralized repository of customer information, ensuring data consistency and providing a 360-degree view of customer interactions. Primary Value and Solutions Provided: Oracle EBS CRM addresses the need for a cohesive and integrated approach to managing customer relationships. By unifying sales, marketing, and service processes, it enables organizations to: - Enhance Customer Satisfaction: Deliver personalized and timely interactions, leading to improved customer loyalty and retention. - Increase Operational Efficiency: Automate and streamline business processes, reducing manual efforts and operational costs. - Drive Revenue Growth: Optimize sales and marketing strategies through data-driven insights, leading to increased sales opportunities and higher conversion rates. - Ensure Data Consistency: Maintain accurate and up-to-date customer information across all departments, facilitating informed decision-making and strategic planning. By implementing Oracle EBS CRM, organizations can achieve a holistic view of their customer interactions, leading to more effective engagement strategies and a competitive edge in the marketplace.

Average Rating: 3.9/5.0

Total Reviews: 239

How Do G2 Users Rate Oracle EBS CRM?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.4/10 (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 Oracle EBS CRM?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Top Industries: Retail, Information Technology and Services
  • Company Size: 46% Large, 31% Medium

What Do G2 Reviewers Say About Oracle EBS CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless integration of Oracle EBS CRM, enhancing efficiency and data visibility across all departments.
  • Users value the seamless integration of Oracle EBS CRM, enhancing collaboration and operational efficiency across business processes.
  • Users value the comprehensive customer management that enhances relationships without the need for multiple tools.
  • Users value the comprehensive customer support of Oracle EBS CRM, enhancing their relationships with customers effectively.
  • Users value the efficiency of Oracle EBS CRM, enhancing collaboration and streamlining processes across departments seamlessly.
Cons
  • Users struggle with the learning curve of Oracle EBS CRM due to its outdated interface and complexity.
  • Users find the high complexity of Oracle EBS CRM frustrating, hindering usability and slowing down overall system performance.
  • Users find the limited features of Oracle EBS CRM not aligned with their needs, creating frustration and inefficiency.
  • Users find the interface not user-friendly, causing frustration and delays with basic tasks and customizations.
  • Users struggle with connectivity issues in Oracle EBS CRM, needing third-party solutions for remote access.

What Are Recent G2 Reviews of Oracle EBS CRM?

What Are G2 Users Discussing About Oracle EBS CRM?

Vendasta AI Platform

From small agency to enterprise, Vendasta is the AI customer acquisition and engagement platform for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bill and fulfill projects—all within a single platform. That single platform covers the whole arc of the work. Find and close new clients, give each one a client portal carrying your brand, resell the products and services you sell from a built-in marketplace, and bill for all of it. Fewer tools to pay for, fewer logins for your clients, and one place to see what's working — instead of a CRM here, a marketing automation tool there, and a spreadsheet holding it together. Underneath sits the data local businesses actually run on: reputation management and review activity, local listings, social media and email marketing, website and campaign performance, and every customer conversation in a shared inbox. Because that data lives in one system rather than scattered across vendors, anything acting on it is working from real context. That's what makes the AI employees work. Vendasta turns complex data and instructions into easy-to-manage AI employees — AI agents configured for specific roles — that work across the Vendasta platform, so businesses can grow while staying focused on what they do best. These AI employees come pre-configured with the skills and personality to fit any business. You can easily customize them using simple language too—no coding required. Whether it's lead capture, automating customer communication, or managing content, the AI employees have you covered. Vendasta is a SOC 2 Type 2 attested organization committed to maintaining strong security and data privacy standards. Visit our Trust Center at trust.vendasta.com to access security documentation, compliance certifications, and data privacy information.

Average Rating: 4.5/5.0

Total Reviews: 546

How Do G2 Users Rate Vendasta AI Platform?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (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 Vendasta AI Platform?

  • Seller: Vendasta
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Saskatchewan
  • Twitter: @Vendasta
    3,930 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    740 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Management Consulting
  • Company Size: 83% Small, 11% Medium

What Do G2 Reviewers Say About Vendasta AI Platform?

AI-generated summary from verified user reviews

Pros
  • Users value the exceptional customer support of Vendasta AI Platform, enhancing onboarding and ongoing assistance effectively.
  • Users highly value the outstanding customer support from Vendasta, appreciating quick responses and a positive, validating attitude.
  • Users appreciate the ease of use of the Vendasta AI Platform, which simplifies marketing tasks and enhances efficiency.
  • Users love the comprehensive tools and AI services within Vendasta AI Platform, streamlining their marketing and support needs.
  • Users value the outstanding customer service from Vendasta, highlighting dedicated support for onboarding and ongoing assistance.
Cons
  • Users face a challenging learning curve due to complex integrations and automations that hinder user experience.
  • Users find the limited features of Vendasta AI Platform restrict their usage and complicate the overall experience.
  • Users find the difficult learning curve challenging, often needing extensive support to navigate the platform effectively.
  • Users find missing features and limited capabilities hinder the Vendasta AI Platform's effectiveness and usability.
  • Users find the complexity of Vendasta AI Platform concerning, often struggling with setups and integrations impacting performance.

What Are Recent G2 Reviews of Vendasta AI Platform?

What Are G2 Users Discussing About Vendasta AI Platform?

Oracle Siebel

The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why Oracle? Siebel delivers a combination of transactional, analytical, and engagement features to manage all customer-facing operations. With solutions tailored to more than 20 industries, Siebel CRM delivers comprehensive on premise and on demand CRM solutions that are tailored industry solutions with ole-based customer intelligence and pre-built integration.

Average Rating: 3.5/5.0

Total Reviews: 418

How Do G2 Users Rate Oracle Siebel?

  • Has the product been a good partner in doing business?: 7.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Oracle Siebel?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Who Uses This: Consultant, Customer Service Representative
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 63% Large, 26% Medium

What Do G2 Reviewers Say About Oracle Siebel?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Oracle Siebel, praising its intuitive interface and straightforward navigation.
  • Users find Oracle Siebel's easy setup beneficial, allowing for quick connection and efficient operation from the start.
  • Users value the robust and customizable features of Oracle Siebel, enhancing efficiency in customer management and business activities.
  • Users find seamless integration in Oracle Siebel essential for enhancing customer management and streamlining workflows.
  • Users appreciate the responsive customer support of Oracle Siebel, enhancing their experience and improving sales efficiency.
Cons
  • Users face a steep learning curve with Oracle Siebel, making initial usage challenging for beginners.
  • Users often face connectivity issues in the field, which hampers access to critical data and slows functionality.
  • Users find Oracle Siebel's high complexity challenging initially, requiring time and upgrades to navigate efficiently.
  • Users experience occasional system bugs that can render the software temporarily unusable, impacting user experience.
  • Users find Oracle Siebel very costly, making it a challenge for small enterprises to adopt effectively.

What Are Recent G2 Reviews of Oracle Siebel?

What Are G2 Users Discussing About Oracle Siebel?

Dynamics 365 Sales

Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA).

Average Rating: 3.8/5.0

Total Reviews: 1,465

How Do G2 Users Rate Dynamics 365 Sales?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Dynamics 365 Sales?

  • Seller: Microsoft
  • Year Founded: 1975
  • HQ Location: Redmond, Washington
  • Twitter: @microsoft
    13,091,739 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    232,750 employees on LinkedIn®
  • Ownership: MSFT

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 41% Medium, 31% Small

What Do G2 Reviewers Say About Dynamics 365 Sales?

AI-generated summary from verified user reviews

Pros
  • Users find Dynamics 365 Sales to be easy to use, appreciating its intuitive interface and seamless Microsoft integration.
  • Users value the seamless integration of Dynamics 365 Sales with other Microsoft products, enhancing efficiency and productivity.
  • Users value the unified lead management capabilities of Dynamics 365 Sales, enhancing efficiency and streamlining the sales process.
  • Users appreciate the extreme helpfulness of Dynamics 365 Sales for enhancing efficiency and ensuring effective follow-ups.
  • Users value the excellent customization options in Dynamics 365 Sales, enhancing their experience and productivity within Microsoft 365.
Cons
  • Users face a steep learning curve with Dynamics 365 Sales, making it challenging for newcomers to navigate effectively.
  • Users find the complexity of Dynamics 365 Sales challenging, citing difficult navigation and steep learning curves for new users.
  • Users find the interface not intuitive at times, leading to a frustrating experience during navigation.
  • Users note that the licensing costs for Dynamics 365 Sales can escalate quickly with added features and complexities.
  • Users notice limited features in Dynamics 365 Sales, particularly in on-premise versions, impacting overall user experience.

What Are Recent G2 Reviews of Dynamics 365 Sales?

What Are G2 Users Discussing About Dynamics 365 Sales?

Nimble CRM

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: 1,061

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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
  • Year Founded: 2008
  • HQ Location: Santa Monica, CA
  • Twitter: @Nimble
    15,980 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 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, 16% Medium

What Do G2 Reviewers Say About Nimble CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Nimble CRM extremely user-friendly, making it easy to adapt and implement for small business needs.
  • Users value the easy integrations of Nimble CRM, enhancing their workflow with seamless connectivity to other apps.
  • Users find Nimble CRM intuitive and easy to use, facilitating efficient management of customer information and communication.
  • Users praise the quick and responsive customer support of Nimble CRM, enhancing their overall experience and efficiency.
  • Users value Nimble CRM for its user-friendly design and seamless integration, making tracking communications easy and efficient.
Cons
  • Users note a lack of advanced email automation features in Nimble CRM, which limits their marketing capabilities.
  • Users find Nimble CRM expensive, especially with added fees for more features and contact limits.
  • Users note the limited features of Nimble CRM, expressing a need for better functionality and intuitive tools.
  • Users find Nimble CRM not user-friendly due to its complicated interface and difficulties in navigation and syncing.
  • Users find the limited outreach capabilities of Nimble CRM frustrating, impacting their ability to connect effectively.

What Are Recent G2 Reviews of Nimble CRM?

What Are G2 Users Discussing About Nimble CRM?