# Best CRM Software with Document & Content Mgmt. Capabilities - Page 2

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,105

### 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
- 1,105+ 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**

### Onpipeline

Manage sales from lead to revenue. Onpipeline is an adaptable sales CRM that helps teams manage the entire sales process from lead to revenue. It brings contacts, deals, activities, quotes, approvals, e-signatures, invoices and recurring revenue into one connected platform. Onpipeline combines ease of use with flexible workflows, multiple pipelines, unlimited contacts and deals, built-in automation, reporting, integrations and an API included in every plan. It gives sales teams clear visibility, reduces reliance on disconnected tools and supports lasting customer relationships from first contact to retention and growth. Users can customize their sales pipelines to reflect their unique business needs, allowing for a more personalized approach to deal management. Additionally, the platform supports seamless integration with other business tools through APIs, ensuring that users can connect their existing systems with ease. The platform also offers automation capabilities, which help reduce manual tasks and free up time for sales teams to focus on high-priority activities. Centralized communication tools facilitate collaboration among team members, while activity scheduling features enable users to manage their time effectively. The inclusion of robust reporting and analytics tools allows users to monitor performance, assess team productivity, and generate valuable sales forecasts. Onpipeline's functionality extends to lead management, enabling users to capture and manage leads from multiple sources through web forms and web services. The platform also includes features for appointment scheduling, allowing customers to book meetings and calls directly, which can save time and streamline the sales process. Furthermore, users can create and manage quotes with ease, incorporating elements such as manager approval, stock control, client e-signatures, and customizable templates to enhance the sales experience. Overall, Onpipeline stands out in the CRM category by providing a comprehensive suite of tools that cater to the specific needs of small to midsize businesses. Its focus on automation, customization, and collaboration ensures that sales teams can work more efficiently and effectively, ultimately leading to improved customer relationships and increased sales performance.

[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=2026-08-11T20%3A31%3A48Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=113342&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%2Fdocument-content-mgmt%3Ffilters%255Bverified_features%255D%255B%255D%3D68%26page%3D2&secure%5Btoken%5D=0fadc665553f93ddfda9b43f9cc368382355578de4fe0d97b1911c1dd8906417&secure%5Burl%5D=https%3A%2F%2Fwww.onpipeline.com%2F%3Fsource%3Dg2&secure%5Burl_type%5D=product_website)

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

With over 5 million users, Odoo is the #1 Open Source CRM software! Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and even create marketing campaign automation to increase their overall sales performance. With Odoo CRM, users can get more leads than ever before. They can also follow-up on phone calls and meetings. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated application. In our latest version (Odoo 14), UTM fields are available as optional fields. Users can handle recurring revenues and manage renewal intervals, as well. Also, you can turn emails received in your Outlook mailbox into leads, and log their content as internal notes. In addition to that, users can now search for leads and opportunities based on phone numbers. Users can track their opportunities pipeline in just a few simple steps, thanks to Odoo's user-friendly Kanban view. Users get an overview of their sales funnel, as well as instant visual information about their next steps, new messages, best opportunities, and expected incomes. The one-of-a-kind Odoo CRM marketing campaign system automates lead acquisitions, follow-ups, and special offers. Users can also determine automated actions based on predefined rules. Odoo CRM's key features are: a Kanban view to track the sales opportunities pipeline, a clear view of the next steps and actions to complete, automated creation of leads based on incoming emails (or coming directly from a website), and users can use their own email client! What more could you ask for?!

**Average Rating:** 4.1/5.0

**Total Reviews:** 187

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

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

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

- **Seller:** [Odoo](https://www.g2.com/sellers/odoo)
- **Year Founded:** 2005
- **HQ Location:** Brussels, Belgium
- **Twitter:** @Odoo  
55,391 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a5c2909893f928df131888ff32e9c04d541ff4f4e70d91d927b1d18bacee41c2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F633558%2F&secure%5Burl_type%5D=linkedin_company_website)  
8,815 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Business Development Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 70% Small, 26% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **user-friendly interface** of Odoo CRM, making lead management and marketing communication effortless.
- Users value the **effective lead management** in Odoo CRM, streamlining communication and follow-ups seamlessly.
- Users commend Odoo CRM for its **user-friendly interface** , making navigation and integration of functions seamless and intuitive.
- Users appreciate the **easy customization** of Odoo CRM, allowing seamless integration with existing business processes and applications.
- Users appreciate the **affordability** of Odoo CRM, making it ideal for startups and businesses of all sizes.

##### Cons

- Users find Odoo CRM's **learning curve steep** due to complex setup and a less intuitive interface.
- Users find Odoo CRM offers **limited customization** , making advanced setups challenging, especially for non-technical teams.
- Users face **integration issues** with Odoo CRM, making it difficult to connect with other platforms and services.
- Users find Odoo CRM **not intuitive** , mentioning a cumbersome workflow and difficulties with the user interface and setup.
- Users experience **slow performance** with Odoo CRM, especially when handling large amounts of data, affecting efficiency.

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

**["Highly Flexible CRM with a bit of learning curve"](https://www.g2.com/survey_responses/odoo-crm-review-12702600)**

**Rating:** 4.0/5.0 stars

_— Rahim S._

[Read full review](https://www.g2.com/survey_responses/odoo-crm-review-12702600)

**["Good Visibility Across Leads, Meetings, and Ongoing Opportunities"](https://www.g2.com/survey_responses/odoo-crm-review-12945975)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/odoo-crm-review-12945975)

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

- [What is Odoo CRM used for?](https://www.g2.com/discussions/what-is-odoo-crm-used-for) - 1 comment
- [Which is the best free CRM software?](https://www.g2.com/discussions/which-is-the-best-free-crm-software)
- [Is Odoo free to use?](https://www.g2.com/discussions/odoo-crm-is-odoo-free-to-use) - 3 comments
- [What is the use of Odoo?](https://www.g2.com/discussions/what-is-the-use-of-odoo)
- [What is CRM in Odoo?](https://www.g2.com/discussions/what-is-crm-in-odoo) - 1 comment

### [Salesmate](https://www.g2.com/products/salesmate/reviews)

Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage.

**Average Rating:** 4.7/5.0

**Total Reviews:** 114

#### How Do G2 Users Rate Salesmate?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Salesmate?

- **Seller:** [Salesmate](https://www.g2.com/sellers/salesmate)
- **Company Website:** www.salesmate.io
- **Year Founded:** 2016
- **HQ Location:** Charlotte, NC
- **Twitter:** @SalesmateIO  
2,114 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=290cb4c166201cbf87ee7970d9e1472402088a8357006eb81beffe9beb6f06b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesmate%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 73% Small, 14% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Salesmate, finding it intuitive and convenient for managing their sales functions.
- Users commend Salesmate's **excellent customer support** , appreciating quick responses and a clean interface for enhanced experience.
- Users love the **super clean interface** and **amazing customer care** that enhance their Salesmate experience.
- Users appreciate the **amazing support** from Salesmate, which greatly enhances their user experience and confidence.
- Users appreciate the **efficient automation features** of Salesmate, significantly saving time and enhancing productivity during the sales process.

##### Cons

- Users encounter **integration issues** with Salesmate, affecting workflow automation and third-party compatibility experiences.
- Users find the **limited features** of Salesmate challenging, particularly regarding advanced configurations and third-party integrations.
- Users find **missing features** in Salesmate, particularly in customer support, email management, and mobile functionality.
- Users face a **learning curve** for advanced configurations, requiring significant involvement from technical support initially.
- Users find Salesmate to be **not intuitive** , requiring technical help for advanced configurations and setup adjustments.

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

**["Dream Team"](https://www.g2.com/survey_responses/salesmate-review-12820899)**

**Rating:** 5.0/5.0 stars

[Read full review](https://www.g2.com/survey_responses/salesmate-review-12820899)

**["The first CRM that actually keeps up with my deal flow"](https://www.g2.com/survey_responses/salesmate-review-12970513)**

**Rating:** 5.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/salesmate-review-12970513)

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

- [Is HubSpot free?](https://www.g2.com/discussions/is-hubspot-free)
- [Who owns Salesmate?](https://www.g2.com/discussions/who-owns-salesmate) - 1 comment
- [Is Salesmate good?](https://www.g2.com/discussions/is-salesmate-good) - 1 comment
- [How does Salesmate work?](https://www.g2.com/discussions/how-does-salesmate-work)

### [Oracle Siebel](https://www.g2.com/products/oracle-siebel/reviews)

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

**Average Rating:** 3.5/5.0

**Total Reviews:** 418

#### How Do G2 Users Rate Oracle Siebel?

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

#### Who Is the Company Behind Oracle Siebel?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Oracle Siebel?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Oracle Siebel **easy to use** , facilitating seamless integration into daily workflows and training.
- Users find the **easy setup** of Oracle Siebel to be time-efficient and beneficial for daily business operations.
- Users appreciate the **robust features** of Oracle Siebel, making customer management and business activities seamless and efficient.
- Users value the **seamless integration** of Oracle Siebel, enhancing daily workflows and customer management efficiently.
- Users praise the **responsive customer support** of Oracle Siebel, enhancing their overall experience and productivity.

##### Cons

- Users struggle with the **steep learning curve** of Oracle Siebel, making initial usage challenging and time-consuming.
- Users face **connectivity issues** when accessing Oracle Siebel in the field, affecting data retrieval and speed.
- Users find Oracle Siebel's **high complexity** challenging initially, requiring time and upgrades to navigate efficiently.
- Users occasionally face **unusable system issues** with Oracle Siebel, which can disrupt their experience significantly.
- Users find Oracle Siebel **expensive** , making it challenging for small enterprises to invest in its implementation and usage.

#### What Are Recent G2 Reviews of Oracle Siebel?

**["Unmatched Data Integrity and Robust Architecture for Enterprise Workflows"](https://www.g2.com/survey_responses/oracle-siebel-review-12918458)**

**Rating:** 5.0/5.0 stars

_— Anup A._

[Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12918458)

**["Effortless Transition, Needs UI Upgrade"](https://www.g2.com/survey_responses/oracle-siebel-review-12827916)**

**Rating:** 4.0/5.0 stars

_— Vivek M._

[Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12827916)

#### What Are G2 Users Discussing About Oracle Siebel?

- [What is Oracle Siebel used for?](https://www.g2.com/discussions/what-is-oracle-siebel-used-for) - 1 comment

### [Vendasta AI Platform](https://www.g2.com/products/vendasta-ai-platform/reviews)

From agency to enterprise, the Vendasta platform is the only end-to-end management software for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bill and fulfill projects—all within a single platform. Vendasta turns complex data and instructions into easy-to-manage AI employees that work across the Vendasta platform, so businesses can grow while staying focused on what they do best. Vendasta’s 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. Visit our Trust Center at trust.vendasta.com for security documentation, compliance certifications, and data privacy details.

**Average Rating:** 4.5/5.0

**Total Reviews:** 534

#### 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:** 8.9/10 (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](https://www.g2.com/sellers/vendasta)
- **Company Website:** www.vendasta.com
- **Year Founded:** 2008
- **HQ Location:** Saskatchewan
- **Twitter:** @Vendasta  
3,930 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b6544d4f9729fc9e50198db32a7076ab16ab3af165e6fcdb3dd871aa2845ce6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F203666%2F&secure%5Burl_type%5D=linkedin_company_website)  
745 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Management Consulting
- **Company Size:** 84% Small, 10% Medium

#### What Do G2 Reviewers Say About Vendasta AI Platform?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **intuitive design and outstanding support** of the Vendasta AI Platform, enhancing service delivery and client satisfaction.
- Users value the **outstanding customer support** team at Vendasta, ensuring responsive and knowledgeable assistance for their needs.
- Users find the **ease of use** of the Vendasta AI Platform enhances efficiency and client engagement effortlessly.
- Users value the **all-in-one dashboard** of Vendasta AI Platform, making management of SEO and marketing tools seamless.
- Users admire the **efficiency** of Vendasta AI Platform, significantly reducing manual tasks and enhancing productivity.

##### Cons

- Users find the **learning curve steep** , with complexities in integrations and automations that hinder easier usage.
- Users find Vendasta AI Platform has **limited features** and complicated onboarding, making it hard to fully utilize.
- Users find the **difficult learning curve** challenging, particularly with integrations that can be overwhelming and complex.
- Users express frustration over **missing features** , such as improved proposals and effective project management within the Vendasta AI Platform.
- Users find the **complexity of integrations and automations** frustrating, leading to challenges in setup and execution.

#### What Are Recent G2 Reviews of Vendasta AI Platform?

**["Revolutionized Our Client AI Integration"](https://www.g2.com/survey_responses/vendasta-ai-platform-review-12265277)**

**Rating:** 5.0/5.0 stars

_— Chris H._

[Read full review](https://www.g2.com/survey_responses/vendasta-ai-platform-review-12265277)

**["Amazing AI Assistants, Simple to Use, and Fairly Priced"](https://www.g2.com/survey_responses/vendasta-ai-platform-review-13099105)**

**Rating:** 5.0/5.0 stars

_— Carl B._

[Read full review](https://www.g2.com/survey_responses/vendasta-ai-platform-review-13099105)

#### What Are G2 Users Discussing About Vendasta AI Platform?

- [How has CalendarHero improved your scheduling processes, and what features do you find most useful?](https://www.g2.com/discussions/how-has-calendarhero-improved-your-scheduling-processes-and-what-features-do-you-find-most-useful) - 1 comment
- [What is Vendasta used for?](https://www.g2.com/discussions/what-is-vendasta-used-for)
- [What is About.Me used for?](https://www.g2.com/discussions/what-is-about-me-used-for)
- [What is MatchCraft's AdVantage used for?](https://www.g2.com/discussions/what-is-matchcraft-s-advantage-used-for)
- [How do you automate zoom?](https://www.g2.com/discussions/calendarhero-how-do-you-automate-zoom) - 1 comment

### [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews)

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

**Average Rating:** 3.8/5.0

**Total Reviews:** 1,464

#### How Do G2 Users Rate Dynamics 365 Sales?

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

#### Who Is the Company Behind Dynamics 365 Sales?

- **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft)
- **Year Founded:** 1975
- **HQ Location:** Redmond, Washington
- **Twitter:** @microsoft  
13,091,739 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
231,632 employees on LinkedIn®
- **Ownership:** MSFT

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Dynamics 365 Sales?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Dynamics 365 Sales, benefiting from its intuitive design and seamless Microsoft integration.
- Users value the **seamless integration** with Microsoft products, enhancing efficiency and streamlining processes in Dynamics 365 Sales.
- Users value the **efficient lead management** capabilities of Dynamics 365 Sales, enhancing sales performance and productivity.
- Users find Dynamics 365 Sales **extremely helpful** for tracking leads and boosting sales productivity effectively.
- Users value the **excellent customization options** in Dynamics 365 Sales, enhancing efficiency and improving workflow management.

##### Cons

- Users experience a **steep learning curve** with Dynamics 365 Sales, especially if unfamiliar with CRM systems.
- Users struggle with the **complex customization** of Dynamics 365 Sales, often requiring significant time and technical support.
- Users find the interface of Dynamics 365 Sales **not intuitive** , making navigation and task completion sometimes cumbersome.
- Users note that the **licensing costs** for Dynamics 365 Sales can escalate quickly with added features and complexities.
- Users notice **limited features** in Dynamics 365 Sales, particularly in on-premise versions, impacting overall user experience.

#### What Are Recent G2 Reviews of Dynamics 365 Sales?

**["Strong Microsoft integration and 360° customer view with compelling sales automation"](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697)**

**Rating:** 5.0/5.0 stars

_— Andreas S._

[Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697)

**["Robust CRM with Seamless Microsoft Integration"](https://www.g2.com/survey_responses/dynamics-365-sales-review-13195776)**

**Rating:** 4.5/5.0 stars

_— Shrey S._

[Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-13195776)

#### What Are G2 Users Discussing About Dynamics 365 Sales?

- [I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?](https://www.g2.com/discussions/i-m-new-to-dynamics-365-sales-and-struggling-to-set-up-and-customize-the-sales-pipeline-can-someone-guide-me-through-this-process) - 2 comments
- [What is Dynamics 365 Sales used for?](https://www.g2.com/discussions/what-is-dynamics-365-sales-used-for) - 1 comment
- [Is Dynamics 365 any good?](https://www.g2.com/discussions/is-dynamics-365-any-good)
- [What Dynamics 365 application can be used for point of sales?](https://www.g2.com/discussions/what-dynamics-365-application-can-be-used-for-point-of-sales) - 1 comment
- [What is the difference between Dynamics CRM and Dynamics 365?](https://www.g2.com/discussions/what-is-the-difference-between-dynamics-crm-and-dynamics-365)

### [Salesflare](https://www.g2.com/products/salesflare/reviews)

Salesflare is the intelligent CRM that small and medium-sized businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can't fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers. Salesflare works wherever you work and with whatever you are working with. Use it on desktop, mobile or just from a sidebar straight from your email inbox (Gmail and Outlook) and LinkedIn. Get even more out of Salesflare by integrating with 5000+ other productivity tools, such as Google Workspace, MailChimp, Trello and Slack.

**Average Rating:** 4.8/5.0

**Total Reviews:** 296

#### How Do G2 Users Rate Salesflare?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Salesflare?

- **Seller:** [Salesflare](https://www.g2.com/sellers/salesflare)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **Twitter:** @salesflare  
7,012 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d841cd618d72ed159782b3131ee8ab2949d539059b368316e2e2fd9715140afe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesflare%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Co-Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 79% Small, 14% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Salesflare, enhancing their productivity with its intuitive interface and automation.
- Users appreciate the **responsive support** and email capabilities of Salesflare, enhancing their CRM experience significantly.
- Users love the **time-saving automation** of Salesflare, effortlessly managing interactions and streamlining workflows for higher efficiency.
- Users love the **seamless automation** of Salesflare, boosting productivity and ensuring no lead is overlooked.
- Users love the **automation features** of Salesflare, enhancing efficiency by streamlining workflows and capturing essential interactions effortlessly.

##### Cons

- Users note the **missing features** in Salesflare may limit its appeal for teams needing advanced customization.
- Users feel the **limited features** of Salesflare may not meet the needs of all companies effectively.
- Users find **limited customization** options in Salesflare, making it less flexible than other CRM tools like Salesforce.
- Users point out that **reporting issues** exist, with a desire for more advanced analytics capabilities.
- Users find **limited customization options** in Salesflare, affecting their ability to tailor the CRM to their needs.

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

**["Responsive Human Support and Continuous Innovation That Keeps Getting Better"](https://www.g2.com/survey_responses/salesflare-review-12974906)**

**Rating:** 4.5/5.0 stars

_— Verified User in Media Production_

[Read full review](https://www.g2.com/survey_responses/salesflare-review-12974906)

**["Simplistic Yet Powerful CRM with Stellar Support"](https://www.g2.com/survey_responses/salesflare-review-12441506)**

**Rating:** 5.0/5.0 stars

_— Matthew L._

[Read full review](https://www.g2.com/survey_responses/salesflare-review-12441506)

### [Thryv](https://www.g2.com/products/thryv/reviews)

Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform. Now including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals. From getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business.

**Average Rating:** 4.3/5.0

**Total Reviews:** 1,894

#### How Do G2 Users Rate Thryv?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Thryv?

- **Seller:** [Thryv](https://www.g2.com/sellers/thryv)
- **Company Website:** Thryv.com
- **Year Founded:** 2012
- **HQ Location:** Dallas, TX
- **Twitter:** @thryv  
8,415 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27887848e034bb1ec04ffc19993643ac5aba8ec3f47189ab13b2d95d7f950b19&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthryvinc&secure%5Burl_type%5D=linkedin_company_website)  
5,883 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness
- **Company Size:** 90% Small, 9% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Thryv to be **easy to use** , seamlessly integrating various features for efficient team collaboration.
- Users appreciate the **automation features** of Thryv, enabling streamlined follow-ups and consistent client engagement.
- Users love the **automation features** of Thryv, enhancing efficiency in managing client follow-ups and nurturing campaigns.
- Users value the **great customer support** from Thryv, highlighting its helpfulness and comprehensiveness.
- Users appreciate the **powerful automation features** of Thryv, finding it easy to use and engaging.

##### Cons

- Users express disappointment over **missing features** and constant glitches, undermining their overall experience with Thryv.
- Users find the **learning curve challenging** , requiring time and support to navigate the many features effectively.
- Users experience **constant glitches** with Thryv, leading to dissatisfaction and a lack of essential export options.
- Users find **limited features** in Thryv, such as insufficient data management and challenging segmentation capabilities.
- Users find Thryv to be **expensive** , especially with additional setup and customization costs due to its complexity.

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

**["All-in-One Thryv Platform That Streamlined Our Workflow and Saved Us Money"](https://www.g2.com/survey_responses/thryv-review-12972196)**

**Rating:** 5.0/5.0 stars

_— Alan H._

[Read full review](https://www.g2.com/survey_responses/thryv-review-12972196)

**["Keap/Thryv has helped me grow my business in ways I never thought I could"](https://www.g2.com/survey_responses/thryv-review-8053452)**

**Rating:** 5.0/5.0 stars

_— Heather W._

[Read full review](https://www.g2.com/survey_responses/thryv-review-8053452)

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

- [What is Thryv used for?](https://www.g2.com/discussions/what-is-thryv-used-for)
- [How do I cancel Thryv?](https://www.g2.com/discussions/how-do-i-cancel-thryv)
- [What is infusionsoft used for?](https://www.g2.com/discussions/what-is-infusionsoft-used-for) - 3 comments
- [Who owns Thryv software?](https://www.g2.com/discussions/who-owns-thryv-software)
- [Is KEAP an Infusionsoft?](https://www.g2.com/discussions/is-keap-an-infusionsoft) - 4 comments

### [Freshsales](https://www.g2.com/products/freshsales/reviews)

Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,199

#### How Do G2 Users Rate Freshsales?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Freshsales?

- **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks)
- **Year Founded:** 2010
- **HQ Location:** San Mateo, CA
- **Twitter:** @FreshworksInc  
19,020 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f531480627d021846a1bab97814f28776888079b40b7e07b52045e7d1e35c99&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffreshworks-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
7,505 employees on LinkedIn®
- **Ownership:** NASDAQ: FRSH

#### Who Uses This Product?

- **Who Uses This:** CEO, Business Development Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 68% Small, 27% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Freshsales, finding it user-friendly and intuitive for managing tasks.
- Users love the **user-friendly interface and extensive features** of Freshsales, enhancing their overall experience and efficiency.
- Users find Freshsales to be a **helpful CRM tool** that effectively tracks business development leads and deals.
- Users appreciate the **responsive customer support** of Freshsales, enhancing their experience with seamless onboarding and guidance.
- Users appreciate the **intuitive design** of Freshsales, finding it easy to learn and navigate across devices.

##### Cons

- Users find **missing features** in Freshsales, leading to frustration with reporting, automation, and configuration inconsistencies.
- Users find Freshsales to have **limited features** that hinder workflow management and overall user experience, prompting consideration of alternatives.
- Users find **configuration complexities** and limited reporting capabilities in Freshsales, impacting their overall CRM experience.
- Users find the **learning curve steep** , particularly with reporting and automated workflows in Freshsales.
- Users find the **limited customization** options frustrating, particularly with reporting and adding custom fields.

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

**["A Practical CRM for Managing Leads and Customer Interactions"](https://www.g2.com/survey_responses/freshsales-review-12946886)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/freshsales-review-12946886)

**["Streamlined CRM, Needs Better Customization"](https://www.g2.com/survey_responses/freshsales-review-12865168)**

**Rating:** 4.0/5.0 stars

_— Jeni J._

[Read full review](https://www.g2.com/survey_responses/freshsales-review-12865168)

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

- [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote
- [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) - 2 comments
- [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) - 1 comment
- [What are the major types of CRM?](https://www.g2.com/discussions/what-are-the-major-types-of-crm) - 1 upvote
- [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) - 1 comment

### [Streak](https://www.g2.com/products/streak/reviews)

Streak is a CRM built directly inside Gmail — not a sidebar, not a browser extension backed by a separate app. It runs natively in your inbox, so your team tracks deals, manages contacts, and runs pipelines without switching tabs or logging into another tool. Pipeline management works in a spreadsheet-style grid inside Gmail. Every deal, contact, and relationship lives in a customizable pipeline with stages you define to maintain structured data and processes. Manage your sales, hiring, investor outreach, fundraising, partnerships, and more — all from the same system. Streak logs emails automatically. Every conversation with a contact is captured to the right deal or pipeline record, so the full history is always visible. Shared pipelines give your whole team visibility into who's talking to who and where things stand. AI features are built into the workflow. AI autofill pulls data from your email history and web research to populate CRM fields. AI-generated pipelines build stages and fields from a plain-language description. AI actions trigger inside automations, so a pipeline event can kick off a multi-step workflow without manual updates. Core email tools are included on all plans: email tracking, mail merge, email templates, and email sharing. Best for: sales teams, talent agencies, marketing agencies, real estate agents, nonprofits, and any team that runs their business from Gmail and wants a CRM that actually gets used.

**Average Rating:** 4.5/5.0

**Total Reviews:** 264

#### How Do G2 Users Rate Streak?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Streak?

- **Seller:** [Streak](https://www.g2.com/sellers/streak)
- **Year Founded:** 2011
- **HQ Location:** San Francisco, CA
- **Twitter:** @Streak  
7,473 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c289e7c6885a71437d9d74e2916bbb1742d409e78cfb2f34570c4164b2da275&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10177683%2F&secure%5Burl_type%5D=linkedin_company_website)  
37 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Engineer, Owner
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 74% Small, 14% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Streak, seamlessly integrating into Gmail for effortless deal management.
- Users value the **easy tracking** features of Streak, appreciating real-time insights directly within Gmail for efficient management.
- Users appreciate the **seamless Gmail integration** of Streak, making deal management and tracking effortless and organized.
- Users rave about how **easy email tracking** is with Streak, providing real-time insights on client interactions.
- Users love Streak's **seamless integration with Gmail** , making email campaign tracking and management incredibly convenient and efficient.

##### Cons

- Users find the **learning curve steep** , making it difficult to quickly adapt and fully utilize Streak's features.
- Users find the **limited features** of Streak restrictive, especially for complex pipelines and customization needs.
- Users find the **missing features** frustrating, requiring manual setup and lacking essential reporting tools for usability.
- Users report **email issues** with Streak, causing Gmail to lag and limited compatibility with other email clients.
- Users find the **inadequate analytics** restricting, especially as pipelines grow more complex and require deeper insights.

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

**["Seamless Gmail Integration with Powerful Task Tracking and Snippets"](https://www.g2.com/survey_responses/streak-review-12809729)**

**Rating:** 4.5/5.0 stars

_— Keshavi V._

[Read full review](https://www.g2.com/survey_responses/streak-review-12809729)

**["Seamlessly Integrates with Gmail for Effortless Project Tracking"](https://www.g2.com/survey_responses/streak-review-12877246)**

**Rating:** 4.0/5.0 stars

_— Gazmire B._

[Read full review](https://www.g2.com/survey_responses/streak-review-12877246)

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

- [What is Streak used for?](https://www.g2.com/discussions/what-is-streak-used-for) - 1 comment
- [How much does streak cost?](https://www.g2.com/discussions/how-much-does-streak-cost)
- [What is a streak?](https://www.g2.com/discussions/what-is-a-streak)
- [Is streak a CRM?](https://www.g2.com/discussions/is-streak-a-crm) - 1 comment
- [How do you use streak?](https://www.g2.com/discussions/how-do-you-use-streak)

### [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?

**["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)

**["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)

#### 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)

### [Membrain](https://www.g2.com/products/membrain/reviews)

Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain's sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform's user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape.

**Average Rating:** 4.6/5.0

**Total Reviews:** 211

#### How Do G2 Users Rate Membrain?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Membrain?

- **Seller:** [Membrain](https://www.g2.com/sellers/membrain)
- **Company Website:** www.membrain.com
- **Year Founded:** 2012
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @membrain\_com  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=128b954648ec1b164dbc033fcc0dccbfbfa8433c867edbf8fd31c3b7cf80f8da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmembraincom%2F&secure%5Burl_type%5D=linkedin_company_website)  
39 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 60% Small, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Membrain, noting its intuitive structure and seamless team adoption.
- Users value the **highly customizable features** of Membrain, enhancing their efficiency in managing prospects and pipelines.
- Users value the **hands-on support** from Membrain, appreciating their commitment to helping with software adoption and success.
- Users appreciate the **prompt and helpful customer support** from Membrain, enhancing their overall experience and satisfaction.
- Users appreciate the **high customizability** of Membrain, enabling tailored workflows that enhance productivity and organization.

##### Cons

- Users note that the **missing features** in Membrain, like better email formatting and calendar usability, hinder productivity.
- Users find the **steep learning curve** of Membrain challenging initially, though it offers robust features once mastered.
- Users find the **incomplete information** challenging, making it difficult to locate essential features and resources effectively.
- Users desire more **features and customization** in Membrain, especially for graphs and email formatting options.
- Users experience **dashboard issues** with limited customization options and difficulties in exporting historical data effectively.

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

**["Membrain user for an Internal Sales role."](https://www.g2.com/survey_responses/membrain-review-10736226)**

**Rating:** 4.0/5.0 stars

_— Moises B._

[Read full review](https://www.g2.com/survey_responses/membrain-review-10736226)

**["Top-Notch Support, User-Friendly UI, and Powerful Workflow Customization"](https://www.g2.com/survey_responses/membrain-review-12622325)**

**Rating:** 4.5/5.0 stars

_— Chris W._

[Read full review](https://www.g2.com/survey_responses/membrain-review-12622325)

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

- [What is Membrain used for?](https://www.g2.com/discussions/what-is-membrain-used-for) - 2 comments

### [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)

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

Along with general CRM features like contact management, sales pipeline management, quotes and product management CompanyHub is very powerful with following aspects of CRMs. Customizable for different industries Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table / field. Powerful Reporting You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables. Strong Email Automation Sales people spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC / copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a gmail plugin to track any mail sent from gmail. Minimize efforts on feeding data in CRM Sales people hate updating CRMs. And its not their mistake. CRMs are time consuming. CompanyHub lets them do everything from one place - like excel. From a single page, you can create records, add notes, conversations & tasks, edit fields, and send followup mails. Email sync & bulk mail also save lot of time. Control who can see what data Lead information is a very important asset of company. Even within the team, they prefer to regulate who can see what data. CompanyHub gives complete control on who can see which records, and even which fields. It supports hierarchy based as well as rule based access control. Even if two sales persons are seeing same page / report, they will see different data based on what is visible to them. So CompanyHub is very adaptive and easily accommodate your daily business routine without changing your process.

**Average Rating:** 4.7/5.0

**Total Reviews:** 45

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

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10)

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

- **Seller:** [CompanyHub](https://www.g2.com/sellers/companyhub)
- **Year Founded:** 2015
- **HQ Location:** Nasik
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d2d0d0ac4d360648009de9cdf57194d86b85a0361682c3d0ec8c68bdb33593a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10206297%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 89% Small, 9% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with CompanyHub CRM, finding its UI and follow-up features highly effective.
- Users value the **simple UI and efficient follow-up reminders** of CompanyHub CRM, enhancing their lead management experience.
- Users value the **organization efficiency** of CompanyHub CRM, benefitting from streamlined follow-up tracking and deal sentiment insights.
- Users appreciate the **simplicity of the UI** , which highlights essential follow-ups without unnecessary complexity.

##### Cons

- The **novice UI design** of CompanyHub CRM may hinder user experience despite its navigation ease and user prioritization.
- Users find the **UI design unintuitive** , feeling it lacks sophistication despite its navigational ease for AEs.

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

**["Efficient yet powerful. Customisable and easy to do so. Worth your top 3 CRM list!"](https://www.g2.com/survey_responses/companyhub-crm-review-613370)**

**Rating:** 4.0/5.0 stars

_— John R._

[Read full review](https://www.g2.com/survey_responses/companyhub-crm-review-613370)

**["CompanyHub CRM Sales and new customers."](https://www.g2.com/survey_responses/companyhub-crm-review-4400179)**

**Rating:** 4.0/5.0 stars

_— Βіll ._

[Read full review](https://www.g2.com/survey_responses/companyhub-crm-review-4400179)

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

- [What does Companyhub Crm do?](https://www.g2.com/discussions/what-does-companyhub-crm-do)
- [What does the Company Hub do?](https://www.g2.com/discussions/what-does-the-company-hub-do)
- [What is CompanyHub?](https://www.g2.com/discussions/what-is-companyhub)
- [What are some features of CRM?](https://www.g2.com/discussions/what-are-some-features-of-crm)

### [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)

### [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?

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

**Rating:** 5.0/5.0 stars

_— Luke R._

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

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

**Rating:** 4.5/5.0 stars

_— David-Alexandre K._

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

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

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

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[Browse CRM Themes](/categories/crm/themes)

Benefits of CRM Software with Document & Content Mgmt. capabilities include: Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Below are the top-rated CRM Software with Document & Content Mgmt. capabilities, as verified by G2’s Research team. Real users have identified Document & Content Mgmt. 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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