# Best CRM Software with Campaign Management Capabilities - Page 2

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,108

### Category Stats (Aug 2026)

- **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 122,200+ Authentic Reviews
- 1,108+ Products
- Unbiased Rankings

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

## G2 Grid® for CRM Software
 ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=576&focus%5B%5D=128650&focus%5B%5D=3296&focus%5B%5D=1934)

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

**Sponsored**

### headcount365

Headcount365 is an enterprise headcount management software platform and headcount planning tool engineered to replace fragmented spreadsheets with a continuous cross-functional source of truth. Built by veteran headcount practitioners, the platform introduces a real-time orchestration layer that natively unifies Recruiting (ATS), HR (HRIS), and Finance (FP&A) software systems into a single, synchronized database to eliminate data drift and streamline workforce management. Key Capabilities: Unified Cross-Functional Hiring Plans: Connects your entire manager ecosystem through secure, bidirectional integrations across your core HRIS, ATS, and financial planning stacks. Separate departments execute their independent daily workflows while anchored to an immutable, central position ledger. Algorithmic Payroll Variance Forecasting: Delivers a real-time financial picture of active corporate capital. The platform leverages machine learning pipeline metrics to auto-assign predictive time-to-fill values and candidate start dates, delivering error-free cash-flow and OPEX forecasting. Recruiting Capacity and Workload Optimization: Features a dedicated Recruiting Management Toolkit that quantifies active requisition complexity, tracks hiring manager interview capacity, and models automated capacity-demand forecasts to strategically manage agency spend and equitably distribute recruiter workload. Strategic Workforce Planning and Management: Transforms static financial models into collaborative scenario planning. Leadership teams can instantly test future hiring scenarios and track long-term year-over-year organizational growth patterns without disrupting live workflows. The Central Data Layer for Position Management: Serves as the immutable connective data layer for all workforce records. By shifting the tracking unit from the individual person to the atomic Position ID, the platform ensures budget authority, compliance rules, and leveling frameworks are enforced before a requisition is ever opened in the ATS.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-13T21%3A14%3A36Z&secure%5Bdisplayable_resource_id%5D=793&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1242477&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1242477&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%2Ff%2Fcampaign-management%3Ffilters%255Bverified_features%255D%255B%255D%3D49%26page%3D2&secure%5Btoken%5D=ace29190464c5336d125de6c5c93e7a1e4c97d31a10d9a704ea8743028ba13b6&secure%5Burl%5D=https%3A%2F%2Fwww.headcount365.com%2Ftalentleaders&secure%5Burl_type%5D=product_website)

### [Sage CRM](https://www.g2.com/products/sage-crm/reviews)

Sage CRM is specifically designed to help small and medium sized businesses like yours. It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business and not on their software. With Sage CRM, you can be up and running in just days. Most importantly, it's affordable—so you can be assured that you're getting the best possible value for your money.

**Average Rating:** 3.8/5.0

**Total Reviews:** 131

#### How Do G2 Users Rate Sage CRM?

- **Has the product been a good partner in doing business?:** 6.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Sage CRM?

- **Seller:** [Sage Software](https://www.g2.com/sellers/sage-software-d61a780c-4fb3-4781-9519-baa772f5ea91)
- **Year Founded:** 1981
- **HQ Location:** Newcastle
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=86f239d02fadcee5a4a98d333eece19ed93d313e880a1b86e6451872bfa2360c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2802%2F&secure%5Burl_type%5D=linkedin_company_website)  
15,579 employees on LinkedIn®
- **Ownership:** SGE.L
- **Phone:** +1 (866) 996-7243

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 47% Medium, 44% Small

#### What Do G2 Reviewers Say About Sage CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **centralized information** in Sage CRM, which enhances tracking, collaboration, and customer relationship management.
- Users value the **centralized customer information** in Sage CRM, enhancing collaboration and improving overall business efficiency.
- Users value the **easy access** to centralized customer information, enhancing collaboration and efficiency across teams.
- Users value the **easy navigation** of Sage CRM, enabling quick access to vital customer data and insights.
- Users find Sage CRM **user-friendly** , enabling easy navigation, quick data access, and seamless invoicing experience.

##### Cons

- Users find Sage CRM's **limited customization** challenging, requiring technical help and being time-consuming and tedious to set up.
- Users find that **expertise is required** for setup and customization, leading to a steep learning curve.
- Users face **integration issues** with Sage CRM, finding it limited in features and outdated in usability.
- Users find Sage CRM **not user-friendly** , citing a confusing interface and cumbersome tasks that hinder efficiency.
- Users find the **learning curve steep** with Sage CRM, as setup and customization demand technical expertise and time.

#### What Are Recent G2 Reviews of Sage CRM?

**["Flexible and customizable, with solid integrations and detailed reports"](https://www.g2.com/survey_responses/sage-crm-review-13122836)**

**Rating:** 4.0/5.0 stars

_— Luis P._

[Read full review](https://www.g2.com/survey_responses/sage-crm-review-13122836)

**["Seamless Sage Integration That Bridges Sales and Finance"](https://www.g2.com/survey_responses/sage-crm-review-12772192)**

**Rating:** 4.5/5.0 stars

_— Vidur S._

[Read full review](https://www.g2.com/survey_responses/sage-crm-review-12772192)

#### What Are G2 Users Discussing About Sage CRM?

- [What is Sage CRM used for?](https://www.g2.com/discussions/what-is-sage-crm-used-for)

### [Spotler CRM](https://www.g2.com/products/spotler-crm/reviews)

Spotler CRM is a user-friendly Customer Relationship Management (CRM) system designed to enhance B2B sales and marketing efforts. It centralises customer and prospect data, providing a comprehensive 360-degree view that enables businesses to streamline processes and improve lead conversion rates. Key Features: Extensive Contact Management: Beyond basic contact details, Spotler CRM tracks all interactions via email, phone, and shared documents, offering a detailed timeline of customer engagements. Pipeline Management: The system allows for easy management of sales opportunities, enabling teams to prioritise, qualify, and visualise sales processes, fostering better collaboration and efficiency. Customisation: Spotler CRM is adaptable to individual business needs, allowing users to add new fields, manage user access, and customise layouts, graphs, and dashboards to align with specific sales processes. Workflow Automation: Automate routine tasks, create workflows, set up automatic follow-ups, and configure notifications to enhance productivity and ensure timely responses. Reporting and Insights: Monitor return on investment (ROI) and make data-driven decisions with comprehensive reporting tools that inform campaign strategies and sales tactics. Integration and Support: Spotler CRM integrates seamlessly with various tools, enhancing its functionality and ensuring a cohesive workflow. The platform is designed to be user-friendly, allowing for immediate and independent use. Additionally, Spotler offers professional services and support, including extensive training and technical assistance, to help users maximise the software's potential. By consolidating customer information and automating key processes, Spotler CRM enables businesses to deliver consistent customer experiences and drive more effective sales and marketing outcomes.

**Average Rating:** 4.4/5.0

**Total Reviews:** 143

#### How Do G2 Users Rate Spotler CRM?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (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 Spotler CRM?

- **Seller:** [Spotler Group](https://www.g2.com/sellers/spotler-group-a3f6b7c0-24fb-4205-9f31-02f8a1d43e29)
- **Year Founded:** 2001
- **HQ Location:** Rotterdam, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b56c0f59c6bec30134538449063af8ce8521d26f28197bced3170e60a9fc965&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fspotler-group%2F&secure%5Burl_type%5D=linkedin_company_website)  
164 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Financial Services
- **Company Size:** 87% Small, 10% Medium

#### What Do G2 Reviewers Say About Spotler CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **robust marketing automation** features of Spotler CRM, enhancing efficiency in managing campaigns and leads.
- Users appreciate the **user-friendly interface** of Spotler CRM, making navigation and onboarding effortless for everyone.
- Users appreciate the **robust marketing automation and seamless integration** of Spotler CRM, enhancing efficiency and simplifying processes.
- Users value the **flexibility** of Spotler CRM, easily integrating tools and accommodating various team workflows efficiently.
- Users value the **seamless integration capabilities** of Spotler CRM, enhancing productivity by connecting essential business tools effortlessly.

##### Cons

- Users face **integration issues** with Spotler CRM, making it difficult to connect with third-party applications effectively.
- Users find the **lack of integrations** with third-party applications hampers effective data transfer and business operations.
- Users find the **interface somewhat cluttered** , which affects ease of navigation and overall user experience.
- Users experience **poor integration with third-party applications** , leading to inefficient data transfer and operational challenges.
- Users find Spotler CRM's **high complexity** in customization and advanced features makes it less intuitive than competitors.

#### What Are Recent G2 Reviews of Spotler CRM?

**["Streamlined CRM with Powerful Email Marketing"](https://www.g2.com/survey_responses/spotler-crm-review-12770288)**

**Rating:** 4.0/5.0 stars

_— Aryan G._

[Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12770288)

**["Effortless CRM with Seamless Marketing Integration and Top-Notch Support"](https://www.g2.com/survey_responses/spotler-crm-review-12083422)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12083422)

#### What Are G2 Users Discussing About Spotler CRM?

- [What is Really Simple Systems used for?](https://www.g2.com/discussions/what-is-really-simple-systems-used-for)

### [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews)

Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry.

**Average Rating:** 4.3/5.0

**Total Reviews:** 911

#### How Do G2 Users Rate Pipeline CRM?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Pipeline CRM?

- **Seller:** [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm)
- **Company Website:** pipelinecrm.com
- **Year Founded:** 2006
- **HQ Location:** Seattle, WA
- **Twitter:** @PipelineDeals  
2,861 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51b57ddc105ae995998f9c5821db49c5e8208a8a468e5e2c81c25c0619caee7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1073626%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Manager, President
- **Top Industries:** Construction, Marketing and Advertising
- **Company Size:** 65% Small, 27% Medium

#### What Do G2 Reviewers Say About Pipeline CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** in Pipeline CRM, making it quick to learn and enhancing productivity.
- Users value the **intuitive interface** of Pipeline CRM, enhancing organization and efficiency with minimal training required.
- Users appreciate the **organized approach** of Pipeline CRM, allowing seamless management and tracking of leads and deals.
- Users appreciate the **user-friendly interface** of Pipeline CRM, making team onboarding and client management quick and efficient.
- Users highlight the **responsive customer support** of Pipeline CRM, appreciating quick assistance for their queries.

##### Cons

- Users find the **limited features** of Pipeline CRM hinder deep integrations and automation options, impacting overall effectiveness.
- Users find the **limited customization** options of Pipeline CRM inadequate for complex sales processes, hindering its effectiveness.
- Users face **integration issues** with Pipeline CRM, limiting functionality and causing challenges with third-party app connectivity.
- Users identify **missing features** , particularly in the mobile app and integration capabilities, limiting automation and syncing options.
- Users face **slow performance** with Pipeline CRM, especially during updates and due to limited third-party integrations.

#### What Are Recent G2 Reviews of Pipeline CRM?

**["Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control"](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)

**["Sales-Focused, Easy-to-Use CRM with Strong Pipeline Customization and Reporting"](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)

#### What Are G2 Users Discussing About Pipeline CRM?

- [What is Pipeline CRM used for?](https://www.g2.com/discussions/what-is-pipeline-crm-used-for)

### [Coevera](https://www.g2.com/products/coevera/reviews)

Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.

**Average Rating:** 4.6/5.0

**Total Reviews:** 444

#### How Do G2 Users Rate Coevera?

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

#### Who Is the Company Behind Coevera?

- **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc)
- **Company Website:** www.coevera.com
- **Year Founded:** 2007
- **HQ Location:** Los Angeles, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=80e8a1f76d96cff448580607ff9bec73ce5f391a4a73ab5b041aeb685872c49e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2067987%2F&secure%5Burl_type%5D=linkedin_company_website)  
118 employees on LinkedIn®
- **Phone:** (888) 843-6699

#### Who Uses This Product?

- **Who Uses This:** Director, President
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 71% Small, 23% Medium

#### What Do G2 Reviewers Say About Coevera?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Coevera, appreciating its intuitive interface and seamless functionality for daily tasks.
- Users value the **easy tracking** of deals through the intuitive visual sales pipeline, enhancing process management significantly.
- Users praise **streamlined lead generation** with Coevera, enhancing productivity and providing clear insights on opportunities.
- Users praise the **highly visual and intuitive interface** of Coevera, facilitating quick tracking of deals and performance.
- Users appreciate the **user-friendly interface** of Coevera, enjoying its intuitive design and easy navigation for daily tasks.

##### Cons

- Users find **limited customization** options in Coevera, which hampers organization and flexibility in document management.
- Users find Coevera to be **expensive** , making it difficult for small businesses to afford the service.
- Users find the **complexity** of Coevera challenging, especially regarding deployment and managing features effectively.
- Users express frustration over **integration issues** , limiting flexibility and making usage less seamless with other tools.
- Users find the **learning curve steep** initially due to the complexity of features and limited customization options.

#### What Are Recent G2 Reviews of Coevera?

**["The real value showed up when I stopped using it like a database"](https://www.g2.com/survey_responses/coevera-review-13022665)**

**Rating:** 4.5/5.0 stars

_— Yaroslav B._

[Read full review](https://www.g2.com/survey_responses/coevera-review-13022665)

**["Handling Consultation Activities and Follow Up Tracking Feels More Structured"](https://www.g2.com/survey_responses/coevera-review-12886493)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/coevera-review-12886493)

#### What Are G2 Users Discussing About Coevera?

- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for)
- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment

### [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews)

Sugar Sell is sales automation that actually fits how B2B sales work. It helps sales teams manage pipelines, forecast revenue, and grow accounts – all from one place. Sales leaders get visibility into pipeline and performance to drive more consistent wins. Reps get clear next steps for every opportunity. With Sugar Sell, you can make sense of your data, scale what works, and sell your way.

**Average Rating:** 3.8/5.0

**Total Reviews:** 718

#### How Do G2 Users Rate Sugar Sell?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Sugar Sell?

- **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai)
- **Year Founded:** 2004
- **HQ Location:** Cupertino, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e1bd8f21728ff6dc10cd57d44fb253d9aab32e296ddc23af0d3f1996bafb6e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17345%2F&secure%5Burl_type%5D=linkedin_company_website)  
577 employees on LinkedIn®
- **Phone:** +1 (408) 454-6900

#### Who Uses This Product?

- **Who Uses This:** Sales Manager, Marketing Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 50% Medium, 35% Small

#### What Do G2 Reviewers Say About Sugar Sell?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Sugar Sell, enjoying its intuitive interface and fast setup process.
- Users value the **easy customization** of Sugar Sell, enabling tailored solutions for complex sales processes without IT support.
- Users praise the **user-friendly interface** of Sugar Sell, which enhances efficiency and simplifies the selling process.
- Users value the **feature richness** of Sugar Sell, enabling extensive customization and improved management of business processes.
- Users appreciate the **responsive customer support** from Sugar Sell, ensuring smooth communication and effective assistance throughout their experience.

##### Cons

- Users face **integration issues** with Sugar Sell, often requiring excessive API tinkering to connect third-party tools.
- Users report **frustrating bugs** with upgrades and customization, challenging troubleshooting amid limited support resources.
- Users find the **learning curve steep** , with a complex interface and challenging dashboard creation hindering new user experience.
- Users face **feature issues** with Sugar Sell, struggling with a complex interface and integration limitations.
- Users feel limited by **customization options** , desiring deeper analytics and workflow capabilities to enhance their experience.

#### What Are Recent G2 Reviews of Sugar Sell?

**["An amazing CRM system"](https://www.g2.com/survey_responses/sugar-sell-review-4608771)**

**Rating:** 4.5/5.0 stars

_— David-Alexandre K._

[Read full review](https://www.g2.com/survey_responses/sugar-sell-review-4608771)

**["More than a CRM packed full of features and great to admin. Extremely well supported and comes with a community of awesome people!"](https://www.g2.com/survey_responses/sugar-sell-review-9147226)**

**Rating:** 5.0/5.0 stars

_— Luke R._

[Read full review](https://www.g2.com/survey_responses/sugar-sell-review-9147226)

#### What Are G2 Users Discussing About Sugar Sell?

- [What is Sugar Sell (formerly SugarCRM) used for?](https://www.g2.com/discussions/what-is-sugar-sell-formerly-sugarcrm-used-for)
- [Why is sugar a CRM?](https://www.g2.com/discussions/why-is-sugar-a-crm) - 1 comment
- [How much does SugarCRM cost?](https://www.g2.com/discussions/how-much-does-sugarcrm-cost)
- [What is SugarCRM used for?](https://www.g2.com/discussions/what-is-sugarcrm-used-for)
- [What is sugar sell?](https://www.g2.com/discussions/what-is-sugar-sell) - 1 comment

### [Ontraport](https://www.g2.com/products/ontraport/reviews)

Ontraport is a CRM and marketing automation platform designed for small and mid-sized businesses that need to manage contacts, automate marketing and sales, process payments, and build web experiences from a single system. Unlike point solutions that require businesses to integrate multiple tools, Ontraport centralizes customer data, marketing automation, sales pipelines, payment processing, and website management in one shared database. This unified architecture allows teams to create connected workflows across every stage of the customer lifecycle without relying on third-party integrations or custom development. Ontraport is built for operations, marketing, and sales teams at established businesses that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core features and capabilities: • CRM and contact management — a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines • Marketing automation — multi-channel automation across email and SMS, with behavioral triggers, lead routing, and attribution reporting • Payments and ecommerce — order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center • Dynamic CMS — no-code tools for building websites, landing pages, membership sites, online courses, and customer portals • Shared inbox — centralized customer communications across channels for support and sales teams • AI Assistant — runs inside automations with access to unified customer data to segment contacts, personalize messaging, and route communications automatically • Reporting and analytics — campaign performance tracking, revenue attribution, and contact-level activity history Ontraport integrates with third-party tools via API and Zapier and supports custom development through an open API. The platform is web-based and includes a mobile app for iOS and Android. Founded in 2006 and headquartered in California, Ontraport serves thousands of businesses across more than 60 countries.

**Average Rating:** 4.5/5.0

**Total Reviews:** 246

#### How Do G2 Users Rate Ontraport?

- **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:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Ontraport?

- **Seller:** [Ontraport](https://www.g2.com/sellers/ontraport)
- **Company Website:** ontraport.com
- **Year Founded:** 2006
- **HQ Location:** Covina, CA
- **Twitter:** @Ontraport  
12,056 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3073a235e07fc659b8c09489d5d7ea7fcba6b6c3ea4a1393d1c073f5684e56&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2597064%2F&secure%5Burl_type%5D=linkedin_company_website)  
95 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Professional Training & Coaching, Marketing and Advertising
- **Company Size:** 93% Small, 4% Medium

#### What Do G2 Reviewers Say About Ontraport?

_AI-generated summary from verified user reviews_

##### Pros

- Users rave about the **amazing customer support** at Ontraport, appreciating prompt assistance and knowledgeable agents.
- Users love the **amazing customer support** from Ontraport, highlighting quick, knowledgeable assistance for their needs.
- Users greatly appreciate the **exceptional customer support** of Ontraport, highlighting responsive and knowledgeable agents to assist them.
- Users find Ontraport **very user friendly and intuitive** , making it easy to navigate and utilize its features effectively.
- Users value the **powerful automation** and contact management features of Ontraport, streamlining their business processes effectively.

##### Cons

- Users find the **steep learning curve** challenging, requiring time and support to fully understand the system.
- Users find the **interface not intuitive** , leading to a steep learning curve that can be overwhelming for beginners.
- Users report **poor customer support** , particularly regarding refunds and a rigid policy that prioritizes rules over relationships.
- Users find Ontraport's **no refund policy** frustrating, especially concerning charges for unused and dormant accounts.
- Users find **contact management confusing** , especially with automatic billing and using triggers to group contacts effectively.

#### What Are Recent G2 Reviews of Ontraport?

**["Ontraport has streamlined my business and helped me do more business online."](https://www.g2.com/survey_responses/ontraport-review-18725)**

**Rating:** 5.0/5.0 stars

_— Robyn C._

[Read full review](https://www.g2.com/survey_responses/ontraport-review-18725)

**["Ontraport Makes Building Pages and Sequences Easy for Small Businesses"](https://www.g2.com/survey_responses/ontraport-review-13105224)**

**Rating:** 4.0/5.0 stars

_— Leah H._

[Read full review](https://www.g2.com/survey_responses/ontraport-review-13105224)

#### What Are G2 Users Discussing About Ontraport?

- [Is Ontraport a CRM?](https://www.g2.com/discussions/is-ontraport-a-crm) - 2 comments
- [How much does Ontraport cost?](https://www.g2.com/discussions/how-much-does-ontraport-cost) - 2 comments
- [Who uses Ontraport?](https://www.g2.com/discussions/who-uses-ontraport) - 2 comments
- [What is Ontraport used for?](https://www.g2.com/discussions/what-is-ontraport-used-for) - 1 comment

### [C2CRM](https://www.g2.com/products/c2crm/reviews)

Clear C2 is a 30-year-old, privately-owned CRM software development company, based in Dallas, TX. Our CRM solution, C2CRM, is robust yet easy to use. Built for companies of all industries and sizes (10-user minimum). A customizable enterprise CRM that will drive sales, manage customer relationships, and automate marketing while streamlining internal processes. Affordable, flexible pricing, and feature-rich.

**Average Rating:** 4.6/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate C2CRM?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind C2CRM?

- **Seller:** [Clear C2, Inc.](https://www.g2.com/sellers/clear-c2-inc)
- **Year Founded:** 1993
- **HQ Location:** Coppell, TX
- **Twitter:** @C2CRM  
699 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93dc101025048330eab47536eecda89def37235e0aa21c461a4389394f394f0d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F141936%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Telecommunications, Hospital & Health Care
- **Company Size:** 62% Medium, 27% Small

#### What Do G2 Reviewers Say About C2CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customizability** of C2CRM, which allows seamless adaptation to diverse business processes.
- Users find C2CRM's **ease of use** exceptional, simplifying data management and enhancing overall operational efficiency.
- Users commend the **easy customization** of C2CRM, tailoring the system effectively to align with their business needs.
- Users value the **responsive customer support** of C2CRM, enhancing their experience with tailored, effective assistance.
- Users value the **customization options** in C2CRM, enabling tailored solutions that enhance business processes and productivity.

##### Cons

- Users find the **learning curve steep** for C2CRM, making it difficult for beginners to use effectively.
- Users feel that C2CRM has **feature issues** due to an outdated interface and limited customization options.
- Users find C2CRM **not intuitive** , with a challenging interface that complicates usage, especially for beginners.
- Users find C2CRM to be **not user-friendly** , requiring manual work and presenting challenges for beginners.
- Users find the **customer support lacking** , noting it could be significantly improved for better assistance.

#### What Are Recent G2 Reviews of C2CRM?

**["Customizable CRM with Strong Integration but Needs UI Improvements"](https://www.g2.com/survey_responses/c2crm-review-12568995)**

**Rating:** 4.5/5.0 stars

_— Lalit K._

[Read full review](https://www.g2.com/survey_responses/c2crm-review-12568995)

**["Streamlined Recruitment with Easy Tracking"](https://www.g2.com/survey_responses/c2crm-review-12885531)**

**Rating:** 5.0/5.0 stars

_— Khushbu B._

[Read full review](https://www.g2.com/survey_responses/c2crm-review-12885531)

#### What Are G2 Users Discussing About C2CRM?

- [What is C2CRM used for?](https://www.g2.com/discussions/what-is-c2crm-used-for) - 1 comment

### [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews)

ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery.

**Average Rating:** 4.0/5.0

**Total Reviews:** 556

#### How Do G2 Users Rate ConnectWise PSA?

- **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ConnectWise PSA?

- **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise)
- **Company Website:** www.connectwise.com
- **Year Founded:** 1982
- **HQ Location:** Tampa, FL
- **Twitter:** @ConnectWise  
14,926 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=825d5a968a56320f556cad3f9dfc8c57c880640eedc7d064eddf33e0f8d1e867&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48576%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,401 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** President, Network Engineer
- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 66% Small, 28% Medium

#### What Do G2 Reviewers Say About ConnectWise PSA?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **interface easy to use** , appreciating its simplicity and efficiency in managing tasks and tickets.
- Users value the **seamless integration** with third-party software, enhancing customization and ease of use in their workflow.
- Users appreciate the **extensive integrations** of ConnectWise PSA, enhancing automation and workflow across various applications.
- Users appreciate the **rich feature set** of ConnectWise PSA, benefiting from comprehensive tools for management and organization.
- Users appreciate the **responsive customer support** from ConnectWise PSA, enhancing their experience with effective assistance.

##### Cons

- Users find the **learning curve steep** , making initial setup and adaptation to ConnectWise PSA quite challenging.
- Users report **poor customer support** with slow response times and inadequate follow-up on escalated issues.
- Users find **ConnectWise PSA's usability complex** , with a tedious configuration process that hampers effective management and forecasting.
- Users express frustration with **missing features** in ConnectWise PSA, highlighting the need for better sales and documentation tools.
- Users face significant **performance issues** with ConnectWise PSA, impacting workflow and overall satisfaction with the software.

#### What Are Recent G2 Reviews of ConnectWise PSA?

**["Efficient Tool That Simplifies Daily Tasks"](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)**

**Rating:** 5.0/5.0 stars

_— Imran I._

[Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)

**["Great PSA system is you take the time to set it up according to your needs"](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)

#### What Are G2 Users Discussing About ConnectWise PSA?

- [What is SmileBack used for?](https://www.g2.com/discussions/what-is-smileback-used-for)
- [What is BrightGauge used for?](https://www.g2.com/discussions/what-is-brightgauge-used-for)
- [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) - 1 comment
- [How do I disable ConnectWise control?](https://www.g2.com/discussions/connectwise-psa-how-do-i-disable-connectwise-control)
- [How do I download ConnectWise manage client?](https://www.g2.com/discussions/how-do-i-download-connectwise-manage-client)

### [Apptivo](https://www.g2.com/products/apptivo/reviews)

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle:  
  
**Marketing** - Create targeted lists of contacts, build & deliver email campaigns, and track analytics.  
**Sales** - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting.  
**Help Desk** - A powerful ticketing system with email integration, web portal, and time tracking.  
**Project Management** - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent.  
**Field Service** - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing.  
**Quoting & Billing** - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities.  
**Order Management** - Turn quotes into orders, track inventory & shipments, and bill the customer for your product.  
**Procurement & Supply Chain** - Manage your vendors, track purchase orders & invoicing, and manage inventory.  
  
Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: **Affordability** , **Flexibility** , and **Capability**. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business.

**Average Rating:** 4.4/5.0

**Total Reviews:** 217

#### How Do G2 Users Rate Apptivo?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Apptivo?

- **Seller:** [Apptivo](https://www.g2.com/sellers/apptivo)
- **Year Founded:** 2009
- **HQ Location:** Fremont, California
- **Twitter:** @Apptivo  
5,946 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bcad1a66e3b3f952602b0684372473e8d21061c31322b5bfba1d8c924df330cd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F987634%2F&secure%5Burl_type%5D=linkedin_company_website)  
227 employees on LinkedIn®
- **Phone:** +1 (855) 345-2777

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Marketing and Advertising, Construction
- **Company Size:** 81% Small, 14% Medium

#### What Do G2 Reviewers Say About Apptivo?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate Apptivo's **excellent customer support** , noted for its responsiveness and detailed documentation throughout the implementation process.
- Users commend Apptivo's **helpful support** , highlighting its responsiveness and detailed documentation that enhance the user experience.
- Users appreciate the **ease of use** of Apptivo, praising its intuitive navigation and fast implementation.
- Users value the **high customization ability** of Apptivo, allowing tailored solutions to fit their unique business processes.
- Users value the **high customizability** of Apptivo, enabling tailored solutions for diverse business processes and needs.

##### Cons

- Users find the **learning curve steep** with Apptivo, particularly with campaign setup and contact database differentiation.
- Users find the **missing features** in Apptivo frustrating, lacking essential functionalities across modules and integrations.
- Users experience **limited features** with Apptivo, facing inconsistencies and missing functionalities across different apps and platforms.
- Users struggle with **integration issues** , facing compatibility problems and inefficiencies in their workflow management with Apptivo.
- Users find **improvement needed** in documentation and integration simplicity, hindering efficient workflow across modules.

#### What Are Recent G2 Reviews of Apptivo?

**["All-in-One, Highly Customizable Platform That Keeps Teams in Sync"](https://www.g2.com/survey_responses/apptivo-review-13232085)**

**Rating:** 4.0/5.0 stars

_— ishita a._

[Read full review](https://www.g2.com/survey_responses/apptivo-review-13232085)

**["Work Organization and Activity Tracking Feel More Efficient"](https://www.g2.com/survey_responses/apptivo-review-12889408)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/apptivo-review-12889408)

#### What Are G2 Users Discussing About Apptivo?

- [What is Apptivo used for?](https://www.g2.com/discussions/what-is-apptivo-used-for)

### [Workbooks](https://www.g2.com/products/workbooks/reviews)

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:** 535

#### How Do G2 Users Rate Workbooks?

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

#### Who Is the Company Behind Workbooks?

- **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks)
- **Company Website:** www.Workbooks.com
- **Year Founded:** 2009
- **HQ Location:** Reading, Berkshire
- **Twitter:** @Workbooks  
2,702 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d79783bcf88166402cb5cea759d7a4f8bf066bc96806c6d2280bdda33f6abd0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F225937%2F&secure%5Burl_type%5D=linkedin_company_website)  
69 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 highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients.
- Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency.
- Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance.
- Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs.
- Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making.

##### Cons

- Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features.
- Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility.
- Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency.
- Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks.
- Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently.

#### What Are Recent G2 Reviews of Workbooks?

**["Easy Customer Management That Boosts Teamwork and Productivity"](https://www.g2.com/survey_responses/workbooks-review-12870050)**

**Rating:** 4.0/5.0 stars

_— Jeni J._

[Read full review](https://www.g2.com/survey_responses/workbooks-review-12870050)

**["CRM, projects, marketing, and reporting all in one flow"](https://www.g2.com/survey_responses/workbooks-review-12403469)**

**Rating:** 5.0/5.0 stars

_— Kumail R._

[Read full review](https://www.g2.com/survey_responses/workbooks-review-12403469)

#### What Are G2 Users Discussing About Workbooks?

- [What is Workbooks used for?](https://www.g2.com/discussions/what-is-workbooks-used-for) - 1 comment

### [Act!](https://www.g2.com/products/act/reviews)

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes AI-History Summary, Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Payments, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

**Average Rating:** 3.9/5.0

**Total Reviews:** 506

#### How Do G2 Users Rate Act!?

- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Act!?

- **Seller:** [Act!](https://www.g2.com/sellers/act)
- **Company Website:** www.act.com
- **Year Founded:** 1987
- **HQ Location:** Scottsdale, AZ
- **Twitter:** @ActCRM  
5,296 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4786e3db3f1595a57fa4d296d36a512c5798795d8ad44575fe2c8463bee23a11&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F77772%2F&secure%5Burl_type%5D=linkedin_company_website)  
216 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Financial Services, Marketing and Advertising
- **Company Size:** 78% Small, 17% Medium

#### What Do G2 Reviewers Say About Act!?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Act!, enjoying its user-friendly interface and streamlined access to data.
- Users value the **flexibility and customizability** of Act!, enhancing their customer management and marketing efforts.
- Users value the **improved customer support** of Act!, appreciating fast response times and helpful assistance.
- Users value the **comprehensive contact management system** in Act!, enhancing productivity and accessibility of client data.
- Users appreciate the **intuitive organization** of Act!, effectively maximizing their daily and weekly scheduling for productivity.

##### Cons

- Users are frustrated by the **lack of essential features** and burdensome update requirements of Act!, impacting usability and satisfaction.
- Users find **integration issues** problematic, highlighting the need for smoother connections with other essential tools.
- Users find the **learning curve steep** due to Act!'s outdated interface and complex feature navigation.
- Users find Act! to be **not user-friendly** , citing its outdated interface and challenging setup processes as major drawbacks.
- Users find Act! to have a **not intuitive interface** , which complicates navigation and makes it less user-friendly.

#### What Are Recent G2 Reviews of Act!?

**["Managing contacts, opportunities, and follow-ups with the right context"](https://www.g2.com/survey_responses/act-review-13108958)**

**Rating:** 4.5/5.0 stars

_— Omar S._

[Read full review](https://www.g2.com/survey_responses/act-review-13108958)

**["Good Visibility Across Contacts, Activities, and Follow-Ups"](https://www.g2.com/survey_responses/act-review-12945733)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/act-review-12945733)

#### What Are G2 Users Discussing About Act!?

- [What is Act! used for?](https://www.g2.com/discussions/what-is-act-used-for)

### [Mothernode](https://www.g2.com/products/mothernode/reviews)

Mothernode CRM is an all-in-one CRM that combines rich features and efficiency often found in more expensive CRM software. Increase productivity and revenue with timesaving features that focus on customer management, salesforce automation, and marketing automation. Specifically designed for businesses looking to get organized and grow, Mothernode is the only CRM to offer expansion modules like sales orders, purchase orders, invoicing, quotes and more, enabling the software to offer more capabilities as your business needs expand, delivering a one-stop solution for all your CRM needs. Your sales team, account managers and customer service team will love how easy this software is to adopt and use. The intuitive application delivers all your client's activities and history in one simple interface. Based in the cloud, Mothernode CRM is accessible from any computer or mobile device, anywhere in the world with an Internet connection. Mothernode CRM supports management and their sales and customer service teams with detailed reporting about the history of client communications and current activity. Analyzing the data from your customer contact history can help guide your marketing team in creating specialized marketing messages for segments of your clientele, resulting in greater collaboration between the various departments of your organization. This increased collaboration results in a more consistent customer experience across all channels, helping to build brand loyalty and increase customer retention. Mothernode CRM also integrates with a number of popular software applications, including GMail and Outlook. Outlook integration allows you to synchronize your calendars and contacts so you can stay organized and on top of all your important activity. Integration with Quickbooks allows you to monitor spending and revenue from your sales, customer service, and marketing departments and export that data directly into your accounting software. With all of the time and effort saved through using Mothernode CRM, you can focus more on developing big-picture strategies for growing and developing your business.

**Average Rating:** 4.5/5.0

**Total Reviews:** 40

#### How Do G2 Users Rate Mothernode?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.5/10 (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 Mothernode?

- **Seller:** [Mothernode](https://www.g2.com/sellers/mothernode)
- **Year Founded:** 2009
- **HQ Location:** Irving, TX
- **Twitter:** @Mothernode  
267 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1f043c6ee0355c7331aee3289d736db3bfc52ddde89ff428a870afd555ee86d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F693754%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Architecture & Planning, Construction
- **Company Size:** 50% Small, 48% Medium

#### What Are Recent G2 Reviews of Mothernode?

**["An all-in-one platform to carry out your CRM operations effectively."](https://www.g2.com/survey_responses/mothernode-review-4506667)**

**Rating:** 4.0/5.0 stars

_— Verified User in Automotive_

[Read full review](https://www.g2.com/survey_responses/mothernode-review-4506667)

**["Adaptive Software - Grows Alongside Your Team"](https://www.g2.com/survey_responses/mothernode-review-3814810)**

**Rating:** 5.0/5.0 stars

_— Jessica W._

[Read full review](https://www.g2.com/survey_responses/mothernode-review-3814810)

#### What Are G2 Users Discussing About Mothernode?

- [What is Mothernode used for?](https://www.g2.com/discussions/what-is-mothernode-used-for)

### [Positive User](https://www.g2.com/products/positive-user/reviews)

Part of Positive’s digital marketing ecosystem, Positive User is the customer engagement platform built to bridge the gap between tools that are too limited for growth and platforms that are too complex and expensive. One platform. Every channel. One customer profile. Email, SMS, WhatsApp, web push, in-app, chat, landing pages, CRM, and automation: what five different vendors usually sell you, working from a single login. Marketing, sales, and customer service teams across Europe use Positive User to orchestrate the full customer journey, from first contact to loyalty, without technical barriers. What makes us different: -Clean and intuitive by design: drag-and-drop builder, ready-made automation scenarios, and onboarding AI who do the heavy lifting with you - Powerful enough to scale without limits: advanced workflows, granular segmentation and behavioral triggers -AI-native from day one: Uma, our always-on AI assistant, is embedded directly in your workflow so you can access data and uncover insights in natural language, instantly -Built and hosted in Europe: 100% European infrastructure, teams, and data governance, under European law -Human at the core: multilingual support, local teams, and strategic guidance from people who know your market Our team consists of people who always reach out for more and don’t understand the meaning of the word ‘impossible’. Trusted by 100,000+ businesses across Europe. From independent founders to companies serving millions of customers. To learn more visit: https://user.com/

**Average Rating:** 4.3/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate Positive User?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 6.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Positive User?

- **Seller:** [Positive User](https://www.g2.com/sellers/positive-user)
- **Year Founded:** 2016
- **HQ Location:** Paris, FR
- **Twitter:** @user\_com\_app  
6,263 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=70a50bafdda6c7c884c51ce22a55aa41734c9b2cfedfb7901c2703a98a724261&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fuser-com%2F&secure%5Burl_type%5D=linkedin_company_website)  
72 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 76% Small, 18% Medium

#### What Do G2 Reviewers Say About Positive User?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **effortless automation** capabilities of User.com, streamlining marketing operations and saving significant time.
- Users value the **automation features** of User.com, enabling efficient campaign management and seamless engagement across channels.
- Users commend the **ease of use** of User.com, highlighting its intuitive setup and streamlined marketing processes.
- Users appreciate the **easy implementation** of User.com, allowing for a quick and straightforward setup process for marketing automation.
- Users appreciate the **easy setup** of User.com, enabling quick onboarding and seamless integration with existing tools.

##### Cons

- Users face **automation complexity** in Positive User, struggling with advanced setups and overwhelming features for new users.
- Users find the **automation limitations** in Positive User hinder complex workflows, requiring cumbersome workarounds for advanced scenarios.
- Users experience **occasional glitches** with email delivery and integrations that hinder workflow efficiency.
- Users find the **learning curve steep** with User.com due to complex features and automation setups for new users.
- Users note a **lack of advanced customization** in workflow options, limiting complex automation abilities and user journeys.

#### What Are Recent G2 Reviews of Positive User?

**["Comprehensive CRM and Automation, Needs Enhanced Insights"](https://www.g2.com/survey_responses/positive-user-review-12532905)**

**Rating:** 4.0/5.0 stars

_— Udaya D._

[Read full review](https://www.g2.com/survey_responses/positive-user-review-12532905)

**["Perfect Fit for DACH B2B Sales Compliance"](https://www.g2.com/survey_responses/positive-user-review-12983474)**

**Rating:** 4.0/5.0 stars

_— Verified User in Building Materials_

[Read full review](https://www.g2.com/survey_responses/positive-user-review-12983474)

#### What Are G2 Users Discussing About Positive User?

- [What does User.Com do?](https://www.g2.com/discussions/what-does-user-com-do) - 1 comment
- [What is UserEngage?](https://www.g2.com/discussions/what-is-userengage)
- [Is User com good?](https://www.g2.com/discussions/is-user-com-good) - 1 comment
- [Is user com a CRM?](https://www.g2.com/discussions/is-user-com-a-crm)

### [Salesboom](https://www.g2.com/products/salesboom/reviews)

Work harder and Smarter with Salesboom Cloud Sales & CRM. 20 years as a pioneer and value-leading Cloud CRM and Sales Automation software-as-a-Service vendor. Customer Database Sales Pipeline Management Leads, Contacts, Accounts, Opportunities, Campaigns, Quotes Real-time alerts Sales Scripts Outlook to CRM and GMail to CRM Lead, Account & Opportunity Scoring Drip Campaigns Workflow Customizable Reports, Analytics & Dashboards Customizable Web Forms Surveys Mobile Sales Apps for iOS & Android API and Integrations with Zapier, Quickbooks, Twilio, Stripe, and many more. We make Sales better, with easy-to-use, yet fully customizable, point-and-click Cloud Solutions for Sales that keep you up-to-date with real-time customer information. You get a system built for you. We configure the CRM, roll out, and train users with our in-house professional services. We also build customization and integrations for you. New Mobile apps for iOS and Android. Create contacts and save e-mails to your Contacts, from your e-mail account, with new e-mail plug-ins for Microsoft 365 Outlook and Gmail. We unify all your Sales, marketing, customer service, Quote to Cash, all in one easy platform that is pre-integrated and fully customizable by business users with no-code, point-and-click ease. Perfect for Small to Medium-Sized Businesses and large enterprises alike. Sign up for a free trial today at www.salesboom.com or email sales@salesboom.com or call 617-600-7989

**Average Rating:** 4.5/5.0

**Total Reviews:** 22

#### How Do G2 Users Rate Salesboom?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Salesboom?

- **Seller:** [Salesboom.com](https://www.g2.com/sellers/salesboom-com)
- **Year Founded:** 2002
- **HQ Location:** Halifax, Nova Scotia
- **Twitter:** @SalesboomCloud  
2,905 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f87a058c2f639e74f9dfe0625d0e83f87d0c683ef7688aa46bc9aa4d36bc5c6f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F147454%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 58% Small, 25% Medium

#### What Are Recent G2 Reviews of Salesboom?

**["Brilliant software for all types of commercial utilization."](https://www.g2.com/survey_responses/salesboom-review-4296546)**

**Rating:** 4.5/5.0 stars

_— Simone L._

[Read full review](https://www.g2.com/survey_responses/salesboom-review-4296546)

**["A brilliant software to comprehend with B2B and B2C communication."](https://www.g2.com/survey_responses/salesboom-review-4305681)**

**Rating:** 4.5/5.0 stars

_— Justin W._

[Read full review](https://www.g2.com/survey_responses/salesboom-review-4305681)

#### What Are G2 Users Discussing About Salesboom?

- [What is Salesboom used for?](https://www.g2.com/discussions/what-is-salesboom-used-for)

### [VipeCloud](https://www.g2.com/products/vipecloud/reviews)

You won’t win if your teams aren’t using your tools. VipeCloud’s Customer Acquisition Solution is actually used and enjoyed by teams growing their businesses. ► We auto-capture data where possible, minimize manual entry for salespeople, and are still able to provide sales management with the data they need. ► VipeCloud is intuitive to use, migration is made simple, and training / customer success is the core of our culture. ► We pulled a wide variety of capabilities together so your team only has one system to learn, and one system for data to move through the entire funnel. If your your team isn’t using what you’ve got, or you are considering marketing and sales software for the first time, VipeCloud will help you win. sales@vipecloud.com / (650) 308-8473 / or schedule a meeting at calendly.com/adamvipe/30min

**Average Rating:** 4.7/5.0

**Total Reviews:** 30

#### How Do G2 Users Rate VipeCloud?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind VipeCloud?

- **Seller:** [VipeCloud](https://www.g2.com/sellers/vipecloud)
- **Year Founded:** 2011
- **HQ Location:** Palo Alto, CA
- **Twitter:** @VipeCloud  
228 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3f151b765331ac3740e01f4e0d8b2c93fb649482d49dfbf4f09d3a86dd94c122&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2438740%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Staffing and Recruiting
- **Company Size:** 97% Small, 3% Medium

#### What Are Recent G2 Reviews of VipeCloud?

**["Overwhelmingly Positive"](https://www.g2.com/survey_responses/vipecloud-review-3620206)**

**Rating:** 5.0/5.0 stars

_— Caye H._

[Read full review](https://www.g2.com/survey_responses/vipecloud-review-3620206)

**["a Simple but Comprehensive CRM cum personalized Bulk Email Solution integrated with Gmail Account"](https://www.g2.com/survey_responses/vipecloud-review-482373)**

**Rating:** 5.0/5.0 stars

_— Deepak S._

[Read full review](https://www.g2.com/survey_responses/vipecloud-review-482373)

#### What Are G2 Users Discussing About VipeCloud?

- [What is VipeCloud used for?](https://www.g2.com/discussions/what-is-vipecloud-used-for)

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Benefits of CRM Software with Campaign Management capabilities include: Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Below are the top-rated CRM Software with Campaign Management capabilities, as verified by G2’s Research team. Real users have identified Campaign Management as an important function of CRM Software. Compare different products that offer this feature so you can decide which is best for your business needs.

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