# Best CRM Software with Social Collaboration Features Capabilities - Page 3

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,118

### 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
- 1,118+ 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**

### YouScan

YouScan is a next-generation, AI-powered social listening platform designed to help users gain deep insights into customer behavior and sentiment. This innovative solution caters specifically to marketers, researchers, and public relations professionals who seek to understand their audience more comprehensively. By analyzing what customers say, do, and who they are, YouScan provides a holistic view of consumer interactions with brands, enabling organizations to make informed decisions based on real-time data. The platform is particularly beneficial for a diverse range of users, including large corporations and smaller, customer-centric brands. With over 400 clients worldwide, including industry giants like Nestle, L'Oreal, and Coca-Cola, YouScan is trusted by both established brands and emerging companies. Its mission is to empower organizations to listen to their customers effectively, fostering improved engagement and strategic growth. YouScan boasts several key features that set it apart in the social listening category. One of its standout offerings is the Insights Copilot, a conversational social listening AI agent. This feature simplifies the process of extracting valuable insights from vast amounts of text data, allowing users to effortlessly gauge consumer opinions on brands, competitors, and relevant events. Additionally, YouScan's industry-leading image analysis capabilities enable "visual listening," allowing users to understand how consumers interact with brands through social media images, including brand logo detection and automated visual content reports. Understanding the audience is crucial for effective marketing strategies, and YouScan excels in this area with its Audience Insights feature. This tool provides demographic information, interests, and occupations of individuals discussing brands and topics on social media, allowing users to tailor their marketing efforts to specific segments. The platform's powerful reporting capabilities, combined with a sleek and user-friendly interface, make it accessible and appealing to a wide range of users, from large enterprises to startups. Recognized by industry experts, YouScan has received accolades such as being named a "Cool AI Vendor for Marketing" by Gartner and winning multiple MarkTech Breakthrough Awards for "Best Social Media Monitoring Software." Founded in Kyiv, YouScan has grown into a distributed team with offices across Europe and Latin America, reflecting its commitment to serving a global clientele while continuously evolving to meet the needs of the market.

[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=2026-08-14T01%3A15%3A15Z&secure%5Bdisplayable_resource_id%5D=350&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=53908&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=53908&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%2Fsocial-collaboration-features%3Ffilters%255Bverified_features%255D%255B%255D%3D61%26page%3D3&secure%5Btoken%5D=dfd7732c178f1a4bde2a0a28c0b6890097082cf9fa43b15da37837a235287ddf&secure%5Burl%5D=https%3A%2F%2Fyouscan.io%2Fget-social-listening-demo%2F%3Futm_campaign%3Dg2%26utm_content%3Dproducts-youscan%26utm_medium%3Dcpc%26utm_source%3Dg2&secure%5Burl_type%5D=custom_url)

### [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

### [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)

### [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

### [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?

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

**Rating:** 4.5/5.0 stars

_— Simone L._

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

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

**Rating:** 4.5/5.0 stars

_— Justin W._

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

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

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

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 30

#### How Do G2 Users Rate VipeCloud?

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

#### Who Is the Company Behind VipeCloud?

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

#### Who Uses This Product?

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

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

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

**Rating:** 5.0/5.0 stars

_— Caye H._

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

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

**Rating:** 5.0/5.0 stars

_— Deepak S._

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

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

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

### [20NINE](https://www.g2.com/products/20nine/reviews)

20NINE is the super app for small businesses. 20NINE includes modules for clients, sales, prospecting, communication, document management, e-signing, recruitment, CV/consultant management! 20NINE also easily connects to common tools like Office365, Google Workspace, LinkedIn, Wordpress, Fortnox, Dropbox, Mailchimp, MS Teams. Whether you focus on client management, prospecting, sales, communication logging, quotes agreements, digital signatures or invoicing 20NINE makes your information available in real time across your different internal functions. With an easy onboarding (eLearning: online instructions, videos and free webinars), you as a new user or company get going quickly. New users are usually up and running within 30 minutes, and based on our modules, you can connect to, for example, Office365, Google Workspace, Microsoft Teams, LinkedIn, Fortnox ( accounting & ERP systems), document templates, e-Signing, Wordpress or other important functions for your unique needs. Test us for free for 14 days to see how we can make a difference for you! For more information, visit us online to see how you and your company can become independent of the office, get better calrity informed and more focused in your relationship with, for example, customers, partners, resellers, members and in the communication between your company and your different networks.

**Average Rating:** 4.8/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate 20NINE?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind 20NINE?

- **Seller:** [20NINE](https://www.g2.com/sellers/20nine)
- **Year Founded:** 2014
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @20NINETECH  
933 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0faa8f28b54df13a7f7fff54879a2d3d6eb2853c3d163e7dfc68fbb24bf7ac6a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F20-nine%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 70% Small, 20% Medium

#### What Are Recent G2 Reviews of 20NINE?

**["Small Bussiness Helper"](https://www.g2.com/survey_responses/20nine-review-7111697)**

**Rating:** 4.5/5.0 stars

_— Anthony T._

[Read full review](https://www.g2.com/survey_responses/20nine-review-7111697)

**["Streamlined Our Pre-Sales Process, Needs Better Integrations"](https://www.g2.com/survey_responses/20nine-review-13231265)**

**Rating:** 4.0/5.0 stars

_— Verified User in Manufacturing_

[Read full review](https://www.g2.com/survey_responses/20nine-review-13231265)

#### What Are G2 Users Discussing About 20NINE?

- [What is 20NINE used for?](https://www.g2.com/discussions/what-is-20nine-used-for)

### [Infor Customer Relationship Management (CRM)](https://www.g2.com/products/infor-customer-relationship-management-crm/reviews)

Your customer relationships are the driving force of your business. By offering a complete view of every customer touch point across your sales, marketing, customer service, and support teams, Infor CRM enables you to maximize the impact of every interaction—across the entire customer lifecycle—whether in the office or out in the field. The best part about Infor CRM is that it’s built for your business. Industry-specific capabilities, deep integration, and unparalleled flexibility and control in how you deploy, use, and pay for your solution offers a best-of-breed CRM solution without compromise.

**Average Rating:** 3.3/5.0

**Total Reviews:** 76

#### How Do G2 Users Rate Infor Customer Relationship Management (CRM)?

- **Has the product been a good partner in doing business?:** 6.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 5.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 6.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Infor Customer Relationship Management (CRM)?

- **Seller:** [Infor](https://www.g2.com/sellers/infor)
- **Year Founded:** 2002
- **HQ Location:** New York
- **Twitter:** @Infor  
18,472 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0b3dd6227f8bf2585371eff689c32131e1d6fb4a8114161512fe1f2ec60d9bf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1711%2F&secure%5Burl_type%5D=linkedin_company_website)  
22,257 employees on LinkedIn®
- **Phone:** 800-260-2640

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 57% Medium, 29% Small

#### What Do G2 Reviewers Say About Infor Customer Relationship Management (CRM)?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **easy accessibility** of Infor CRM, ensuring customer satisfaction from anywhere.
- Users appreciate the **ease of scheduling** sales calls with the integrated calendar feature in Infor CRM.
- Users appreciate the **easy navigation** that allows seamless login and enhances customer satisfaction.
- Users value the **user-friendly login experience** of Infor CRM, enhancing customer satisfaction effortlessly.

##### Cons

- Users desire a **mobile app** for Infor CRM, highlighting the need for easier access while on the go.
- Users express frustration with the **slow loading times** , making navigation and tasks cumbersome due to excessive data.

#### What Are Recent G2 Reviews of Infor Customer Relationship Management (CRM)?

**["Strong Infor Integrations for a Unified Customer Management Platform"](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12917088)**

**Rating:** 5.0/5.0 stars

_— jamsheed I._

[Read full review](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12917088)

**["Easy to Use, Reliable, and Great for Daily Clock-Ins, excellent product!"](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12700737)**

**Rating:** 5.0/5.0 stars

_— Reed B._

[Read full review](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12700737)

#### What Are G2 Users Discussing About Infor Customer Relationship Management (CRM)?

- [What is CRM customer Relationship Management What are the key features of CRM system?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-is-crm-customer-relationship-management-what-are-the-key-features-of-crm-system)
- [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-are-the-3-main-elements-of-crm-software)
- [What does Infor CRM do?](https://www.g2.com/discussions/what-does-infor-crm-do)
- [What are some features of CRM?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-are-some-features-of-crm)

### [WORKetc](https://www.g2.com/products/worketc/reviews)

WORKetc was created as a tool to help every team across your business communicate and collaborate more efficiently. From sales leads, project management, billing, CRM and more, WORKetc can adjust to the needs of your entire team and ensure that everyone stays informed about the most important elements of their job. Start your 14-day free trial today and witness first hand how our experienced team can help your business streamline and optimize your workflows with WORKetc.

**Average Rating:** 4.6/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate WORKetc?

- **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:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind WORKetc?

- **Seller:** [WORKetc](https://www.g2.com/sellers/worketc-fc49807b-71d1-4e3a-b8de-c00f478ff336)
- **Year Founded:** 2016
- **HQ Location:** San Francisco, CA
- **Twitter:** @WORKetc  
20,071 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2230d04d865a0e0f0133fd26f5d28b64c57ba7e7b5cd511aa0ae696f2ab6a08e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwork-etc-%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®
- **Phone:** 800-322-7860

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 79% Small, 8% Medium

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

**["Helps us with our eblasts and keeping track of details about customers"](https://www.g2.com/survey_responses/worketc-review-1401016)**

**Rating:** 5.0/5.0 stars

_— Verified User in Human Resources_

[Read full review](https://www.g2.com/survey_responses/worketc-review-1401016)

**["Excellent all in one CRM and more "](https://www.g2.com/survey_responses/worketc-review-634478)**

**Rating:** 5.0/5.0 stars

_— Randy B._

[Read full review](https://www.g2.com/survey_responses/worketc-review-634478)

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

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

### [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews)

Vtiger’s mission is to build software that gives customer-facing teams at small- and medium-sized businesses the ability to create fruitful and enduring relationships with customers. Vtiger CRM provides you a 360-degree view of all your customer information in one place and helps you optimize your sales, support, and marketing touch-points with real-time actions and conversational Insights. Vtiger CRM helps teams create delightful experiences across the entire customer lifecycle - AI-powered CRM and robust automation tools help sales teams to focus on the right deals and deliver growth. With Vtiger, get a unified CRM to break silos and get marketing, sales, and support on the same page with a single source of truth. Deliver exceptional customer experience and support by engaging with your customers across multiple channels. Manage your work on the go with our mobile applications for both Android and iOS.

**Average Rating:** 4.3/5.0

**Total Reviews:** 389

#### How Do G2 Users Rate Vtiger All-In-One CRM?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Vtiger All-In-One CRM?

- **Seller:** [Vtiger](https://www.g2.com/sellers/vtiger)
- **Year Founded:** 2004
- **HQ Location:** Cupertino, California
- **Twitter:** @vtigercrm  
2,678 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4add42c905d5c680bf30dcd326fe05bdee0159fdac877f842e73a865e1e945d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1270573%2F&secure%5Burl_type%5D=linkedin_company_website)  
246 employees on LinkedIn®
- **Phone:** 1-877-784-9277

#### Who Uses This Product?

- **Who Uses This:** CEO, Managing Director
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 68% Small, 30% Medium

#### What Do G2 Reviewers Say About Vtiger All-In-One CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **affordability** of Vtiger All-In-One CRM, making it accessible for small organizations.
- Users find the **call management feature** in Vtiger CRM helpful for tracking customer interactions effectively.
- Users value the **customizability** of Vtiger All-In-One CRM, enabling tailored solutions for unique business needs.
- Users value the **customization options** in Vtiger All-In-One CRM for tracking specific customer needs effectively.
- Users love the **ease of use** of Vtiger All-In-One CRM, requiring no complex training for effective application.

##### Cons

- Users note a **lack of essential features** in Vtiger All-In-One CRM compared to other CRM systems like SAP.
- Users report **persistent bugs** and poor customer support, leading to frustrating experiences and unresolved migration issues.
- Users report significant **CRM issues** with Vtiger, citing poor customer service and migration errors leading to frustration.
- Users find Vtiger's interface **not intuitive** , complicating setup and hindering effective use of the system.
- Users report that Vtiger can be **not user-friendly** , citing difficulties with setup and poor customer service throughout the process.

#### What Are Recent G2 Reviews of Vtiger All-In-One CRM?

**["All-in-One Vtiger Platform That Boosts Productivity and Team Coordination"](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-12792429)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-12792429)

**["Easy to use"](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-6885870)**

**Rating:** 5.0/5.0 stars

_— Mbuso H._

[Read full review](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-6885870)

#### What Are G2 Users Discussing About Vtiger All-In-One CRM?

- [What is Vtiger All-In-One CRM used for?](https://www.g2.com/discussions/what-is-vtiger-all-in-one-crm-used-for)
- [What is CRM in management?](https://www.g2.com/discussions/vtiger-all-in-one-crm-what-is-crm-in-management)
- [Is vtiger free?](https://www.g2.com/discussions/is-vtiger-free)
- [How do CRM systems work?](https://www.g2.com/discussions/how-do-crm-systems-work)
- [What is the use of vtiger CRM?](https://www.g2.com/discussions/vtiger-all-in-one-crm-what-is-the-use-of-vtiger-crm)

### [Soffront](https://www.g2.com/products/soffront/reviews)

Soffront offers an award-winning CRM and marketing platform and fully managed marketing services. For over 25 years, Soffront has helped thousands of businesses establish their brand, generate more leads, and close more sales. Soffront gives customers access to an expert marketing team that works as their own extended team. Managed marketing services offered include website design, SEO, digital advertising, and social marketing services. The Soffront platform is entirely web-based, with no need to install anything and includes lead management, email and social marketing, reputation management, sales prospecting and forecasting, customer service, and more. The platform can be configured with drag-and-drop tools, instead of programming or needing external IT knowledge.

**Average Rating:** 4.0/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Soffront?

- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Soffront?

- **Seller:** [Soffront](https://www.g2.com/sellers/soffront)
- **Year Founded:** 1992
- **HQ Location:** Las Vegas, NV
- **Twitter:** @soffront  
1,152 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=067ab5bf04bbf4fb82bb059ba4342c7a20911f44221c00de97ed57839408aceb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F60857%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®
- **Phone:** 510-413-9000

#### Who Uses This Product?

- **Company Size:** 42% Small, 32% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly format** of Soffront, facilitating easy navigation and efficient tracking of client information.
- Users appreciate the **easy navigation** of Soffront, highlighting its user-friendly format and efficient tracking capabilities.
- Users find the **easy setup** of Soffront helpful, with all questions answered and a user-friendly format for navigation.
- Users appreciate the **user-friendly format** of Soffront, making navigation and tracking information effortless.

##### Cons

- Users feel that the **slow performance** of Soffront hinders efficiency and limits productivity in their tasks.

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

**["All-in-One CRM That Streamlines B2B Operations"](https://www.g2.com/survey_responses/soffront-review-12492912)**

**Rating:** 4.0/5.0 stars

_— Naglis H._

[Read full review](https://www.g2.com/survey_responses/soffront-review-12492912)

**["User-Friendly CRM with Excellent Support, But Needs Speed Improvements"](https://www.g2.com/survey_responses/soffront-review-12272156)**

**Rating:** 5.0/5.0 stars

_— Priscilla G._

[Read full review](https://www.g2.com/survey_responses/soffront-review-12272156)

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

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

### [TeamWave](https://www.g2.com/products/teamwave/reviews)

Integrated Software to Run Your Entire Business - CRM, Projects, HR & More.

**Average Rating:** 4.6/5.0

**Total Reviews:** 24

#### How Do G2 Users Rate TeamWave?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind TeamWave?

- **Seller:** [TeamWave](https://www.g2.com/sellers/teamwave)
- **Year Founded:** 2016
- **HQ Location:** WILMINGTON, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 54% Small, 33% Medium

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

**["Convenient team management"](https://www.g2.com/survey_responses/teamwave-review-7137011)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/teamwave-review-7137011)

**["Remote Team Friendly!"](https://www.g2.com/survey_responses/teamwave-review-7136190)**

**Rating:** 5.0/5.0 stars

_— Janice R._

[Read full review](https://www.g2.com/survey_responses/teamwave-review-7136190)

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

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

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

vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all.

**Average Rating:** 4.5/5.0

**Total Reviews:** 79

#### How Do G2 Users Rate vcita?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind vcita?

- **Seller:** [vcita](https://www.g2.com/sellers/vcita)
- **Year Founded:** 2010
- **HQ Location:** St. Petersburg Florida
- **Twitter:** @vCita  
1,739 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4c8add0ce36b69183c81d5250f6d26a15ecbe1fcfdedf21fcbf3ea6f4a400ed3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1816111%2F&secure%5Burl_type%5D=linkedin_company_website)  
147 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Alternative Medicine, Marketing and Advertising
- **Company Size:** 86% Small, 11% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find vCita's **ease of use** exceptional, simplifying client bookings and enhancing schedule management effortlessly.
- Users appreciate the **automated reminders and confirmations** that streamline client management and enhance overall efficiency.
- Users value the **exceptional customer support** from Vcita, noting quick responses and helpful assistance for their needs.
- Users admire the **seamless integration** with websites and calendars, enhancing the booking experience for clients.
- Users appreciate the **seamless integrations** with websites and calendars, enhancing appointment booking and client interaction.

##### Cons

- Users face **integration issues** with vcita, struggling with syncing calendars and requiring additional apps for task management.
- Users express a desire for **missing features** like partial refunds and better integration with task management tools.
- Users find vcita **expensive** , needing to upgrade for basic features and facing limits on document uploads.
- Users face a **lack of integration** with other services, complicating workflow and task management on vcita.
- Users experience significant **linking issues** with vcita, causing confusion and inconsistency between platforms, affecting usability.

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

**["Outstanding backend system transformed my business"](https://www.g2.com/survey_responses/vcita-review-9522081)**

**Rating:** 5.0/5.0 stars

_— Neil D._

[Read full review](https://www.g2.com/survey_responses/vcita-review-9522081)

**["A god-send for our non-profit community mental health service"](https://www.g2.com/survey_responses/vcita-review-12206525)**

**Rating:** 5.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/vcita-review-12206525)

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

- [What does Vcita do?](https://www.g2.com/discussions/what-does-vcita-do)
- [Does vcita have an app?](https://www.g2.com/discussions/does-vcita-have-an-app)
- [How does vcita work?](https://www.g2.com/discussions/how-does-vcita-work)
- [What is vcita used for?](https://www.g2.com/discussions/what-is-vcita-used-for) - 1 upvote

### [OutreachCRM](https://www.g2.com/products/outreachcrm/reviews)

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 43

#### How Do G2 Users Rate OutreachCRM?

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

#### Who Is the Company Behind OutreachCRM?

- **Seller:** [Outreach Software Limited](https://www.g2.com/sellers/outreach-software-limited)
- **Year Founded:** 2002
- **HQ Location:** Dunedin, NZ
- **Twitter:** @Outreachcrm  
21 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=47b82f355d672539d58687235f4d9db17aa5eb68f945895f01144e79b5c24e23&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F225471%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

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

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

**["Excellent tool which has made my Sales prospecting easier"](https://www.g2.com/survey_responses/outreachcrm-review-7995345)**

**Rating:** 5.0/5.0 stars

_— Harshavardhan K._

[Read full review](https://www.g2.com/survey_responses/outreachcrm-review-7995345)

**["Great tool for communication automation!"](https://www.g2.com/survey_responses/outreachcrm-review-8090869)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/outreachcrm-review-8090869)

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

- [How much does outreach cost?](https://www.g2.com/discussions/how-much-does-outreach-cost)
- [What is outreach technology?](https://www.g2.com/discussions/outreachcrm-what-is-outreach-technology)
- [What does outreach software do?](https://www.g2.com/discussions/outreachcrm-what-does-outreach-software-do)

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

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

**Average Rating:** 4.0/5.0

**Total Reviews:** 364

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

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

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

- **Seller:** [Agile CRM](https://www.g2.com/sellers/agile-crm)
- **Year Founded:** 2013
- **HQ Location:** Dallas, TX
- **Twitter:** @agilecrm  
6,703 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=950aac5412fef4aabd033ca9c15656ea4211d6efdc51f99e8ed9f83b6277cf42&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3156418%2F&secure%5Burl_type%5D=linkedin_company_website)  
102 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Agile CRM, finding it efficient and practical for managing sales pipelines.
- Users value the **effective consolidation** of tools in Agile CRM, enhancing productivity and affordability for small teams.
- Users appreciate the **all-in-one toolset** of Agile CRM, benefiting from effective management and automation capabilities.
- Users value the **affordability** of Agile CRM, praising its effective all-in-one tools for small businesses.
- Users value the **effective automation** features of Agile CRM, enhancing efficiency for small and mid-sized teams.

##### Cons

- Users find the **interface not intuitive** , making navigation and using advanced features more challenging than expected.
- Users express frustration over **poor customer support** , citing slow response times and unhelpful assistance as major issues.
- Users report a **difficult user interface** that feels outdated and lacks the polish of competitors, hindering ease of use.
- Users experience **slow loading** times with Agile CRM, hindering productivity, especially with larger datasets.
- Users find Agile CRM's interface clean but note **interface issues** that hinder engagement and clarity compared to competitors.

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

**["Streamlined Compliance and Coordination for Aerospace"](https://www.g2.com/survey_responses/agile-crm-review-12964314)**

**Rating:** 4.0/5.0 stars

_— Alvi N._

[Read full review](https://www.g2.com/survey_responses/agile-crm-review-12964314)

**["All-in-One Customer & Task Tracking with Agile CRM"](https://www.g2.com/survey_responses/agile-crm-review-12835599)**

**Rating:** 5.0/5.0 stars

_— Saman H._

[Read full review](https://www.g2.com/survey_responses/agile-crm-review-12835599)

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

- [What is Agile CRM used for?](https://www.g2.com/discussions/what-is-agile-crm-used-for) - 1 comment
- [Is agile CRM free?](https://www.g2.com/discussions/is-agile-crm-free)
- [What are the major components of CRM?](https://www.g2.com/discussions/what-are-the-major-components-of-crm)
- [How does agile CRM work?](https://www.g2.com/discussions/how-does-agile-crm-work)
- [What are some features of CRM?](https://www.g2.com/discussions/agile-crm-what-are-some-features-of-crm)

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

Benefits of CRM Software with Social Collaboration Features capabilities include: Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Below are the top-rated CRM Software with Social Collaboration Features capabilities, as verified by G2’s Research team. Real users have identified Social Collaboration Features 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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