# Best CRM Software with Document & Content Mgmt. Capabilities - Page 3

## 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**

### Reevo

Reevo is the AI-native sales platform that runs prospecting, outreach, conversation intelligence, deal management, forecasting, and coaching on the full context of your business. Because every call, email, meeting, and deal update lives in a single memory, Reevo AI has a complete view of every account and can act on it – drafting follow-ups, updating the CRM, and flagging deal risk across the pipeline. Over time it learns how your team actually sells – your stages, signals, and patterns – and gets more accurate about your buyers. That shared memory also carries your team's knowledge, so new sellers ramp with the same account context and institutional know-how your top reps have, instead of rebuilding it from scratch. Layer Reevo over the tools you already use, or run it as your CRM and system of record out of the box. Because it works from one source of truth rather than partial views, your team spends less time on manual updates and makes decisions on the full picture.

[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=2026-08-12T05%3A27%3A02Z&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=1395075&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%3D3&secure%5Btoken%5D=360ff51c2b7a326d78c86704cb001b4058971a0b7bac5a402a26def7ba9f6610&secure%5Burl%5D=https%3A%2F%2Freevo.ai%2Fsee-reevo-p1-b-g2%3Futm_source%3Dg2%26utm_medium%3Dreview_site%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url)

### [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:** President, Director
- **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?

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

**Rating:** 5.0/5.0 stars

_— Ishan S._

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

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

**Rating:** 4.5/5.0 stars

_— Yaroslav B._

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

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

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

### [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 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)

**["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)

#### 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

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

Method CRM is the #1-rated CRM for businesses using QuickBooks — a customizable CRM that adapts to your business, not the other way around. Instead of forcing teams to change their processes to fit the software, Method lets them build the workflows, screens, and automations their business actually uses, without developer resources or enterprise pricing. Method fills the gap between QuickBooks and rigid, one-size-fits-all CRMs. With real-time, two-way sync, teams manage leads, customers, estimates, invoices, and payments in one place while accounting data stays current in both systems. Customers can approve estimates, sign proposals, and pay invoices online through a branded 24/7 portal, streamlining every step from lead to payment. Automating this busywork — fewer steps, less retyping, fewer errors — saves teams hours every week. Nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services trust Method to support the workflows their industries rely on daily. Every account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including a free hour of customization to tailor Method to your business.

**Average Rating:** 4.4/5.0

**Total Reviews:** 337

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

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (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 Method CRM?

- **Seller:** [Method Integration Inc.](https://www.g2.com/sellers/method-integration-inc)
- **Company Website:** www.method.me
- **Year Founded:** 2010
- **HQ Location:** Toronto
- **Twitter:** @MethodCRM  
2,075 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d78b6d56af15bee0d6ec97f954d7e71fae54a68b56974ff2fac60b145516bd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F245963%2F&secure%5Burl_type%5D=linkedin_company_website)  
115 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Office Manager
- **Top Industries:** Construction, Wholesale
- **Company Size:** 88% Small, 10% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Method CRM's **ease of use** enables efficient organization, tracking, and integration for improved workflow management.
- Users praise the **outstanding customization options** in Method CRM, tailoring workflows to enhance operational efficiency.
- Users value the **seamless QuickBooks integration** of Method CRM, enhancing efficiency and service capabilities significantly.
- Users value the **responsive customer support** of Method CRM, which aids in quick resolution of queries.
- Users value the **extensive customization options** of Method CRM, allowing for tailored workflows and efficient operations.

##### Cons

- Users find the **learning curve steep** for Method CRM, making initial setup and customization quite challenging.
- Users face **limited customization** options in Method CRM, often needing costly developer support for even small changes.
- Users report various **glitches and lag** in Method CRM, impacting usability, especially in the mobile app and syncing.
- Users feel that **customization costs are excessive** , leading to high monthly fees and increased dependency on developer support.
- Users find the **missing features** in Method CRM limiting, as it lacks essential tools for comprehensive business management.

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

**["Method CRM is SO MUCH MORE than it seems!"](https://www.g2.com/survey_responses/method-crm-review-10779798)**

**Rating:** 5.0/5.0 stars

_— Brooke M._

[Read full review](https://www.g2.com/survey_responses/method-crm-review-10779798)

**["Bridging the Gap Between Sales and Success"](https://www.g2.com/survey_responses/method-crm-review-12513026)**

**Rating:** 5.0/5.0 stars

_— Marlayna V._

[Read full review](https://www.g2.com/survey_responses/method-crm-review-12513026)

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

- [What is Method CRM used for?](https://www.g2.com/discussions/what-is-method-crm-used-for) - 1 comment
- [What are the three benefits of CRM?](https://www.g2.com/discussions/what-are-the-three-benefits-of-crm)
- [How much does Method CRM cost?](https://www.g2.com/discussions/how-much-does-method-crm-cost) - 1 comment
- [What is method CRM?](https://www.g2.com/discussions/what-is-method-crm) - 1 comment
- [What are the features of CRM software?](https://www.g2.com/discussions/method-crm-what-are-the-features-of-crm-software) - 1 comment

### [Zilliant CPQ](https://www.g2.com/products/zilliant-cpq/reviews)

In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing

**Average Rating:** 4.8/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Zilliant CPQ?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.6/10 (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 Zilliant CPQ?

- **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant)
- **Company Website:** www.zilliant.com
- **Year Founded:** 1999
- **HQ Location:** Austin, TX
- **Twitter:** @zilliant  
3,351 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cc4b9c491f6fe3c97b83190d99b36b1ea4a3cb927b699e91596222ca3c1ecaf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzilliant&secure%5Burl_type%5D=linkedin_company_website)  
174 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Mechanical or Industrial Engineering, Information Technology and Services
- **Company Size:** 47% Small, 37% Large

#### What Do G2 Reviewers Say About Zilliant CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficiency** of Zilliant CPQ, enabling quick configuration and pricing for a competitive edge.
- Users benefit from **customization and integration** with Zilliant CPQ, enhancing quote cycle times and overall efficiency.
- Users value the **customizability** of Zilliant CPQ, enhancing process efficiency and ensuring secure, validated data access.
- Users commend the **ease of use** of Zilliant CPQ, enabling quick configuration and pricing for customer solutions.
- Users value the **easy customization** of Zilliant CPQ, enabling streamlined processes and enhanced security features.

##### Cons

- Users find the **slow loading** during complex operations frustrating and believe it could be improved.
- Users report **slow performance** in Zilliant CPQ, particularly during complex operations that require better loading times.

#### What Are Recent G2 Reviews of Zilliant CPQ?

**["Inmind Cloud is 5 star"](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919)**

**Rating:** 5.0/5.0 stars

_— Ian G._

[Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919)

**["Able to create a Global Quoting platform integrating our specific needs"](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859)**

**Rating:** 4.5/5.0 stars

_— Russ M._

[Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859)

### [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)

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

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.

**Average Rating:** 4.2/5.0

**Total Reviews:** 926

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

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

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

- **Seller:** [Unbounce](https://www.g2.com/sellers/unbounce)
- **Company Website:** unbounce.com
- **Year Founded:** 2009
- **HQ Location:** Vancouver
- **Twitter:** @unbounce  
72,651 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76598eff3f18a7c370a68f684b55dacfe22c6115b00daefcd8e2af6dd77e1a65&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F503432%2F&secure%5Burl_type%5D=linkedin_company_website)  
129 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 73% Small, 21% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features.
- Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information.
- Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs.
- Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability.
- Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management.

##### Cons

- Users find the **learning curve steep** , complicating automation and workflow setup for new users.
- Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively.
- Users find the **limited features** hinder effective use, especially in project management and task customization.
- Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability.
- Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency.

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

**["Streamlined Sales and Task Management"](https://www.g2.com/survey_responses/insightly-crm-review-12865487)**

**Rating:** 4.0/5.0 stars

_— Jeni J._

[Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12865487)

**["Keeping Customer Workflows Better Connected"](https://www.g2.com/survey_responses/insightly-crm-review-12948095)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12948095)

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

Prospect, the #1 Stock-Aware CRM, is perfect for growing Wholesale, Distributor and Manufacturing businesses. Sell more, in less time, every time - with Prospect CRM! As part of the ERP division at The Access Group, Prospect CRM is delivered to more than 5,000 SME users worldwide. Stock-Aware CRM combines the best of traditional CRM – Marketing, Sales Pipelines and Customer Service Management – with the reality of selling B2B products – quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking...to ensure your sales and service teams are fully Stock-Aware.

**Average Rating:** 4.6/5.0

**Total Reviews:** 97

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

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

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

- **Seller:** [ProspectSoft](https://www.g2.com/sellers/prospectsoft)
- **Year Founded:** 2000
- **HQ Location:** Loughborough, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=315425f48cf87d97b11f52073e75a7aae972cfab82699b3bbe9358dd9051060c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F128923%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Wholesale, Food Production
- **Company Size:** 78% Small, 18% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Prospect CRM, which simplifies database management and enhances workflow efficiency.
- Users value the **easy setup** of Prospect CRM, which enhances workflow efficiency and simplifies report generation.
- Users value the **efficiency** of Prospect CRM, facilitating smooth operations and effective report generation.
- Users value the **extensive features** of Prospect CRM, appreciating its customizable workflows and detailed sales reports.
- Users value the **organization efficiency** of Prospect CRM, which simplifies reporting and streamlines workflow effectively.

##### Cons

- Users report significant **integration issues** with Prospect CRM, leading to difficulties connecting with essential apps and services.
- Users express frustration over the **missing features** in Prospect CRM, limiting its effectiveness for B2B and B2C needs.
- Users express frustration with **deceptive sales promises** , highlighting poor support and lack of valuable features in Prospect CRM.
- Users report significant **connectivity issues** with Prospect CRM, including poor integration and syncing that hampers functionality.
- Users find **feature issues** with Prospect CRM, as promised functionalities lag behind real-world performance and integration.

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

**["Keeping Tasks, Activities, and Follow-Ups Better Organized"](https://www.g2.com/survey_responses/prospect-crm-review-12896270)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/prospect-crm-review-12896270)

**["Streamlines B2B Sales with Strong German Market Fit"](https://www.g2.com/survey_responses/prospect-crm-review-12503853)**

**Rating:** 4.0/5.0 stars

_— Darcus B._

[Read full review](https://www.g2.com/survey_responses/prospect-crm-review-12503853)

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

- [What is Prospect CRM used for?](https://www.g2.com/discussions/what-is-prospect-crm-used-for)
- [How much does workflow max cost?](https://www.g2.com/discussions/how-much-does-workflow-max-cost)
- [What is a CRM tracking system?](https://www.g2.com/discussions/what-is-a-crm-tracking-system)
- [What is the best free CRM software?](https://www.g2.com/discussions/what-is-the-best-free-crm-software)
- [What are the features of CRM software?](https://www.g2.com/discussions/prospect-crm-what-are-the-features-of-crm-software)

### [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!?

**["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)

**["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)

#### 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)

### [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?

**["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)

**["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)

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

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

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

NetHunt is a sales automation tool that literally lives inside your Gmail and other Google Workspace apps. It helps sales teams manage leads, nurture customer relations, monitor sales progress, and close more deals. Businesses grow x5 with NetHunt CRM, check customer stories - https://nethunt.com/case-studies 🥇 Google Cloud Partner 🥇 Google Security Assessment Program Passed We’ve built the best CRM integration with Gmail allowing for 100% CRM functionality from within Gmail. ✅ No more switching tabs ✅ No more data entry ✅ Everything is in one place ✅ In a familiar interface, within an app that you use daily Watch our demo: https://youtu.be/wD-tjeX6x\_s Browse Help Center: https://help.nethunt.com/en/ MORE ABOUT NETHUNT CRM 🙂 Organize your customer base Use core CRM features in NetHunt to organize your customer base in the most efficient way. ✓ Say goodbye to tedious data entry forever. ✓ Use NetHunt’s duplicate prevention feature to keep your data clean at all times. ✓ The required fields feature watches over your data to make sure you’ve got what you need. ✓ Your customer base is securely stored in one place, protected from leaks or prying eyes by proper access management. 📞 Capture new leads through multiple channels NetHunt CRM is integrated with multiple tools that allows you to get new leads from different sources and store communication within CRM records. ✓ Create new leads from inbound and outbound calls ✓ Turn website chats into new leads ✓ Get new leads from social media platforms ✓ Add new leads to CRM from messengers ✓ Capture leads from custom web forms 📋 Segment leads and customers base Break down your customer base into targeted segments to send personalized pitches by using various macros - job title, need, company size and more. ✓ Use custom filters and views to segment your contacts. ✓ Save an unlimited number of segments for yourself or share them with the team. ✓ Have these segments updated automatically when new users match certain parameters. 💲 Build sales pipeline Turn contacts into leads and push them down the beautiful, functional pipeline. ✓ Add new deals, their value, probability of closing and expected close date. ✓ Track deals progress through the pipeline stages. ✓ Know revenue stuck at every stage of the pipeline ✓ Spot blocked leads and how to push them towards purchase. ✓ Create one or several custom pipelines for your products and services. ✓ Build forecasts you can trust. ⭕ Manage Tasks Organize your workday and manage the workload of your team. All within Gmail. ✓ Manage Tasks and collaborate with your team inside Gmail. ✓ Assign Tasks automatically by certain criteria or round-robin algorithm. ✓ Link Tasks to emails and CRM records. ✓ Receive daily Tasks Digest to plan your day. 🤖 Automate sales processes in Gmail NetHunt CRM allows users to automate the entire sales process – from lead capture to deals’ pipeline stage to notifications. ✓ Capture leads from different sources and add them in your CRM. ✓ Assign managers to leads and set up personalised auto-replies. ✓ Prioritise leads automatically depending on their behaviour ✓ Set sequences to nurture leads. ✓ Automatically link email conversations, chats, calls to CRM profiles. ✓ Have an algorithm move a lead to the next pipeline stage based on the lead’s response. ✓ Create automatic tasks for the team. ✓ Set notifications to the team when important changes happen in the pipeline. ✓ Automate data entry. ✉️ Email automation ✓ Create personal and shared email templates in Gmail. ✓ Write repetitive emails easily and quickly. ✓ Personalize email templates with custom fields. ✓ Use email templates in daily email correspondence, email campaigns or automated email sequences. 📩 Email tracking Track your email opens and clicks in Gmail. ✓ Know if, when, and how often the receiver views your emails in real-time. ✓ Know when people open your emails to provide insights for your team. ✓ Prioritise leads based on how many times they open emails or click on the links. ✓ Use email tracking for regular emails, email campaigns and automated email sequences. 🔁 Email campaigns Send email campaigns and follow-up campaigns in Gmail. ✓ Send email campaigns to custom segments or all of your customer base. ✓ Set follow-up emails to previous email campaigns. ✓ Monitor campaigns stats: opens, clicks, unsubscribes, bounces, and replies. ✓ Send email campaigns via Gmail, NetHunt SMTP or your own SMTP server. 📊 Sales reporting Track key business metrics and team performance with reports in NetHunt CRM. ✓ Track the effectiveness of the entire team and every manager separately – the number of sent emails, presentations made, calls made, etc. ✓ Analyze business growth compared to previous periods – the number of closed deals as well as revenue generated. ✓ Analyze revenue by breaking it down by a manager, by a certain product, by country, etc. ✓ Track your quota attainment. ✓ Analyze the reasons for losing deals. ✓ Build a sales forecast you can trust.

**Average Rating:** 4.6/5.0

**Total Reviews:** 279

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

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

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

- **Seller:** [NetHunt CRM](https://www.g2.com/sellers/nethunt-crm)
- **Year Founded:** 2015
- **HQ Location:** Kiev
- **Twitter:** @nethuntcrm  
2,154 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=673091bfe1f447ccc4194cd6fb9c56d25569f39bda5f77935ce1cf63eb600ede&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10626162%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Director
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 79% Small, 17% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of NetHunt CRM, benefiting from seamless integration and efficient workflow management.
- Users value the **Gmail integration** of NetHunt CRM, enabling seamless access to chats and lead management.
- Users love the **seamless integrations** with GSuite and LinkedIn, enhancing productivity and accessibility across platforms.
- Users love the **seamless integration** of NetHunt CRM with GSuite and LinkedIn, enhancing their workflow efficiency.
- Users love the **easy integration** with GSuite and LinkedIn, enhancing productivity and streamlining lead management.

##### Cons

- Users find the **learning curve steep** , requiring significant time and experience to effectively implement NetHunt CRM.
- Users notice **missing features** in NetHunt CRM, including insufficient email capabilities and limited project management tools.
- Users find **email issues** with NetHunt CRM, including lag, limits on sending, and cumbersome campaign setup.
- Users express concerns about **limited features** , especially regarding advanced automations and in-depth reporting capabilities.
- Users find the **complexity of automation and reporting features** a challenge, requiring time and effort to master.

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

**["NetHunt Keeps Sales in Gmail, Streamlining CRM, Pipelines, and Customer Engagement"](https://www.g2.com/survey_responses/nethunt-crm-review-12819919)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/nethunt-crm-review-12819919)

**["Consultation Workflow and Daily Task Tracking Feel More Clear"](https://www.g2.com/survey_responses/nethunt-crm-review-12887155)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/nethunt-crm-review-12887155)

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

- [What is NetHunt CRM used for?](https://www.g2.com/discussions/what-is-nethunt-crm-used-for)
- [What does NetHunt CRM do?](https://www.g2.com/discussions/what-does-nethunt-crm-do) - 1 comment
- [Does Google have a CRM software?](https://www.g2.com/discussions/does-google-have-a-crm-software)
- [How does a CRM software work?](https://www.g2.com/discussions/how-does-a-crm-software-work) - 1 comment
- [What is NetHunt CRM?](https://www.g2.com/discussions/what-is-nethunt-crm) - 1 comment

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

At last, a CRM solution that truly adapts to your needs. Efficy is a major player in the European CRM market. With our personalised range of solutions, we're already trusted by over 13.500 clients and 330.000 users across 60 countries. We want to help our clients succeed by providing the tools they need to make their employees’ work easier, and their customers happier. Our CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system. Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy CRM. Boost your commercial efforts with our AI-based contact enrichment tool. By analyzing emails, it automatically fills in missing information about your prospects and clients, such as their job title, company, or contact details. Thanks to this analysis, our solution can naturally trigger workflows to automate tasks, alert certain users via notifications, and much more. Discover our artificial intelligence solution that analyzes the emotions expressed by your customers in the emails they send you or the support tickets created on your client portal. By quickly interpreting whether a sentiment is positive, negative, or neutral, you can proactively respond to the needs and concerns of your clientele.

**Average Rating:** 4.5/5.0

**Total Reviews:** 101

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

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10)

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

- **Seller:** [Efficy](https://www.g2.com/sellers/efficy)
- **Year Founded:** 2005
- **HQ Location:** Brussels, Belgium
- **Twitter:** @efficy\_en  
1,043 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0a12b4a7af6dfc59a60e6a40a65f6610f37597d9b6d76cca00314cdd4a4d2db6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F133084%2F&secure%5Burl_type%5D=linkedin_company_website)  
407 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Efficy CRM, enhancing productivity and simplifying their daily operations.
- Users appreciate the **efficiency** of Efficy CRM, finding it easy and fast to manage their tasks effectively.
- Users value the **easy customization** of Efficy CRM, enabling tailored solutions that boost productivity and support growth.
- Users value the **responsive customer support** of Efficy CRM, enhancing their overall experience and satisfaction.
- Users appreciate the **feature richness** of Efficy CRM, enabling customization and enhancing productivity across various needs.

##### Cons

- Users note a **steeper learning curve** with Efficy CRM, which can be overwhelming for newcomers seeking ease of use.
- Users find Efficy CRM to be **quite expensive** , particularly challenging for small firms to justify the cost.
- Users often face **bugs and page crashes** , leading to frustrating experiences and hindered project management efficiency.
- Users note that the **user interface and experience need improvement** , particularly regarding customization and performance issues.
- Users often face **error handling issues** , including slow page loads and difficulties with updates and changes.

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

**["Efficy CRM review"](https://www.g2.com/survey_responses/efficy-crm-review-10384116)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/efficy-crm-review-10384116)

**["Efficy: An Efficient CRM for your business"](https://www.g2.com/survey_responses/efficy-crm-review-10385652)**

**Rating:** 4.5/5.0 stars

_— Dhruv D._

[Read full review](https://www.g2.com/survey_responses/efficy-crm-review-10385652)

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

- [What does Efficy Crm do?](https://www.g2.com/discussions/what-does-efficy-crm-do)
- [What is the use of CRM software?](https://www.g2.com/discussions/what-is-the-use-of-crm-software)
- [What is CRM and its functions?](https://www.g2.com/discussions/what-is-crm-and-its-functions)

### [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 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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