Best CRM Software with Social Network Integration Capabilities

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monday CRM

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

Average Rating: 4.5/5.0

Total Reviews: 1,846

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 2,291

Category Stats (Oct 2026)

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

Last updated: October 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 126,100+ Authentic Reviews
  • 2,291+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

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

Highlighted products: Salesforce Sales Cloud, HubSpot Sales Hub, monday CRM, Pipedrive, Close, Zoho CRM, Bigin by Zoho CRM, and ActiveCampaign.

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=monday-crm&focus%5B%5D=pipedrive&focus%5B%5D=close&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign)

Salesforce Sales Cloud

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

Average Rating: 4.4/5.0

Total Reviews: 26,146

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How Do G2 Users Rate Salesforce Sales Cloud?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Salesforce Sales Cloud?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Salesforce Sales Cloud?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Salesforce Sales Cloud?

What Are G2 Users Discussing About Salesforce Sales Cloud?

HubSpot Sales Hub

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

Average Rating: 4.4/5.0

Total Reviews: 13,732

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How Do G2 Users Rate HubSpot Sales Hub?

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

Who Is the Company Behind HubSpot Sales Hub?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About HubSpot Sales Hub?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of HubSpot Sales Hub?

What Are G2 Users Discussing About HubSpot Sales Hub?

Pipedrive

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

Average Rating: 4.3/5.0

Total Reviews: 4,833

How Do G2 Users Rate Pipedrive?

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

Who Is the Company Behind Pipedrive?

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

Who Uses This Product?

  • Who Uses This: CEO, Sales Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 74% Small, 22% Medium

What Do G2 Reviewers Say About Pipedrive?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Pipedrive?

What Are G2 Users Discussing About Pipedrive?

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Zoho CRM

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

Average Rating: 4.1/5.0

Total Reviews: 2,848

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How Do G2 Users Rate Zoho CRM?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 9.0/10)
  • 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: 8.7/10)

Who Is the Company Behind Zoho CRM?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Zoho CRM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Zoho CRM?

What Are G2 Users Discussing About Zoho CRM?

ActiveCampaign

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

Average Rating: 4.4/5.0

Total Reviews: 14,286

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How Do G2 Users Rate ActiveCampaign?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind ActiveCampaign?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About ActiveCampaign?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of ActiveCampaign?

What Are G2 Users Discussing About ActiveCampaign?

EngageBay

EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle.

Average Rating: 4.6/5.0

Total Reviews: 775

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Marketing automation software to automate all your marketing & sales tasks, customer service workflows, lead generation & lead nurturing.

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How Do G2 Users Rate EngageBay?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind EngageBay?

  • Seller: EngageBay Inc
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Wilmington, Delaware
  • Twitter: @engagebay
    16,866 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    54 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Marketing Manager, Marketing Analyst
  • Top Industries: Information Technology and Services, Staffing and Recruiting
  • Company Size: 71% Small, 30% Medium

What Do G2 Reviewers Say About EngageBay?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of EngageBay, which streamlines their workflow and enhances daily productivity.
  • Users value the time-saving automation of EngageBay, enhancing organization and streamlining workflow with integrated tools.
  • Users appreciate the amazing customer support of EngageBay, consistently receiving quick and helpful responses from the team.
  • Users appreciate the seamless integration of CRM, email, and automation features in EngageBay, enhancing their workflow significantly.
  • Users value the sophisticated automation features of EngageBay, enhancing workflow efficiency and simplifying daily operations.
Cons
  • Users find the missing features like email threading and advanced reporting options frustrating and limit usability.
  • Users experience limited features with EngageBay, feeling constraints in mobile functionality and essential support tools.
  • Users find the reporting features limited and lacking detail, affecting their ability to fully utilize EngageBay.
  • Users experience limited customization for key features like landing pages and workflows, hindering their effectiveness.
  • Users note poor reporting capabilities in EngageBay, hindering deeper analysis and advanced customization for specific needs.

What Are Recent G2 Reviews of EngageBay?

What Are G2 Users Discussing About EngageBay?

Nutshell

Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

Average Rating: 4.3/5.0

Total Reviews: 1,436

How Do G2 Users Rate Nutshell?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Nutshell?

  • Seller: Nutshell
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Ann Arbor, US
  • Twitter: @nutshell
    2,794 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    82 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 74% Small, 17% Medium

What Do G2 Reviewers Say About Nutshell?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Nutshell, keeping everything organized in one application effortlessly.
  • Users find Nutshell to be a reliable and intuitive tool that simplifies tracking and managing admissions efficiently.
  • Users praise Nutshell's exceptional customer support, highlighting prompt issue resolution and helpful educational resources.
  • Users love the powerful email marketing tools in Nutshell, noting their ease of use and effective tracking capabilities.
  • Users find Nutshell to be intuitive and easy to use, enhancing collaboration and daily sales activity management.
Cons
  • Users find missing features like better task differentiation and automations hinder efficiency and usability in Nutshell.
  • Users find Nutshell's limited features in customization and integrations somewhat restrictive for their business needs.
  • Users find limited customization in Nutshell, especially for mobile features and email templates, impacting user experience.
  • Users find the steep learning curve of Nutshell frustrating due to frequent feature changes and layout complications.
  • Users experience email integration issues occasionally, requiring cleanup of incorrect leads and dealing with duplicate notifications.

What Are Recent G2 Reviews of Nutshell?

Zoho CRM Plus

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

Average Rating: 4.4/5.0

Total Reviews: 131

How Do G2 Users Rate Zoho CRM Plus?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Zoho CRM Plus?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Zoho CRM Plus?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Zoho CRM Plus?

What Are G2 Users Discussing About Zoho CRM Plus?

OnePageCRM

Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries.

Average Rating: 4.7/5.0

Total Reviews: 272

G2 Deal: Get 4 months free on all annual plans

Get 33% off OnePageCRM by subscribing to one of our annual plans via G2. Prior to the discount, plans start at $15/per user per month. OnePageCRM is a powerful combination of a simple database and a productivity tool.

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View this exclusive G2 deal

How Do G2 Users Rate OnePageCRM?

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

Who Is the Company Behind OnePageCRM?

  • Seller: OnePageCRM
  • Year Founded: 2010
  • HQ Location: Galway, Ireland
  • Twitter: @OnePageCRM
    3,922 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®
  • Phone: +1 (646) 762 1303

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Non-Profit Organization Management, Marketing and Advertising
  • Company Size: 85% Small, 12% Medium

What Do G2 Reviewers Say About OnePageCRM?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of OnePageCRM, appreciating its intuitive interface and effective daily action management.
  • Users love the simple and effective design of OnePageCRM, making client management easy and efficient.
  • Users value the simplicity of OnePageCRM, finding it easy to use and quick to adopt for their needs.
  • Users appreciate the quick and caring support from OnePageCRM, enhancing their overall experience significantly.
  • Users value the easy setup of OnePageCRM, making it intuitive and straightforward for daily operations.
Cons
  • Users find the missing features of OnePageCRM limiting, particularly for billing and integration options.
  • Users find limited options for customization and automation in OnePageCRM, hindering advanced data analysis and workflows.
  • Users find export limitations in OnePageCRM hinder their ability to create custom reports and analyze performance effectively.
  • Users note integration issues with OnePageCRM that hinder seamless compatibility with other tools and systems.
  • Users find the lack of integrations with other software frustrating, impacting their workflow and CRM functionality.

What Are Recent G2 Reviews of OnePageCRM?

What Are G2 Users Discussing About OnePageCRM?

HoneyBook

HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required.

Average Rating: 4.5/5.0

Total Reviews: 245

How Do G2 Users Rate HoneyBook?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind HoneyBook?

  • Seller: HoneyBook
  • Company Website:
  • Year Founded: 2013
  • HQ Location: San Francisco, CA
  • Twitter: @honeybook
    4,476 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    325 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Photographer
  • Top Industries: Photography, Events Services
  • Company Size: 98% Small, 2% Medium

What Do G2 Reviewers Say About HoneyBook?

AI-generated summary from verified user reviews

Pros
  • Users love the streamlined payment management of HoneyBook, making invoicing and client communication effortless and efficient.
  • Users love the easy creation of materials through templates, reinforcing business efficiency and user-friendliness.
  • Users love the ease of use of HoneyBook, seamlessly integrating invoicing and project management for a professional experience.
  • Users value the easy customization of HoneyBook, enhancing their efficiency with tailored templates for various needs.
  • Users value the ease of use of HoneyBook, enhancing organization and client management for smooth business operations.
Cons
  • Users face payment issues with HoneyBook, from complicated processes to unexpected fees that affect their invoicing.
  • Users find HoneyBook's price increase excessive, offering little value for the higher subscription costs.
  • Users express frustration over the lack of integration and difficulties in exporting their data from HoneyBook.
  • Users express frustration over limited features in HoneyBook, citing inadequate automation and insufficient reporting capabilities.
  • Users find the reporting features inadequate, hindering comprehension and tracking of earnings efficiently.

What Are Recent G2 Reviews of HoneyBook?

What Are G2 Users Discussing About HoneyBook?

Creatio AI CRM

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

Average Rating: 4.6/5.0

Total Reviews: 338

How Do G2 Users Rate Creatio AI CRM?

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

Who Is the Company Behind Creatio AI CRM?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Creatio AI CRM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Creatio AI CRM?

What Are G2 Users Discussing About Creatio AI CRM?

LeadSquared Sales CRM

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

Average Rating: 4.5/5.0

Total Reviews: 294

How Do G2 Users Rate LeadSquared Sales CRM?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind LeadSquared Sales CRM?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About LeadSquared Sales CRM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of LeadSquared Sales CRM?

What Are G2 Users Discussing About LeadSquared Sales CRM?

Odoo CRM

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

Average Rating: 4.1/5.0

Total Reviews: 186

How Do G2 Users Rate Odoo CRM?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Odoo CRM?

  • Seller: Odoo
  • Year Founded: 2005
  • HQ Location: Brussels, Belgium
  • Twitter: @Odoo
    55,391 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8,815 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Development Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 69% Small, 25% Medium

What Do G2 Reviewers Say About Odoo CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Odoo CRM to be very user-friendly, simplifying lead management and enhancing overall operational efficiency.
  • Users value the easy management of leads in Odoo CRM, streamlining their marketing efforts and communications effectively.
  • Users value the easy customization of Odoo CRM, allowing tailored solutions for specific business needs and integration.
  • Users highlight Odoo CRM's user-friendly interface, making navigation and access to integrated data seamless and efficient.
  • Users appreciate the affordable pricing of Odoo CRM, making it perfect for startups and businesses of all sizes.
Cons
  • Users find the learning curve steep, as advanced features necessitate significant time for configuration and customization.
  • Users find Odoo CRM's limited customization challenging, particularly for more complex needs and third-party integrations.
  • Users find Odoo CRM not intuitive, with a cumbersome workflow and a need for a more beginner-friendly interface.
  • Users experience slow performance with Odoo CRM, particularly when handling large volumes of information, affecting usability.
  • Users note that expertise is required for effective customization and initial setup, which can hinder usability.

What Are Recent G2 Reviews of Odoo CRM?

What Are G2 Users Discussing About Odoo CRM?

Salesflare

Salesflare is a B2B sales CRM for small and medium-sized businesses that keeps itself up to date automatically. It captures contacts, companies, emails, meetings and relationship data, so sales teams spend less time maintaining their CRM and more time following up with customers. Connect Gmail, Outlook and your calendar, and Salesflare automatically builds complete customer timelines from your team’s interactions. It enriches contact and company records, suggests who and what to follow up on, and keeps your sales pipeline organized without requiring constant manual data entry. Because Salesflare captures customer and relationship data automatically, its AI can work from richer and more up-to-date context. It can help write emails, summarize customer timelines, suggest follow-ups and prepare for meetings. Salesflare also includes visual sales pipelines, automated reminders, email and website tracking, email sequences, lead scoring, relationship intelligence, customizable dashboards, mobile apps, and integrations with the tools sales teams already use. Salesflare is especially suited to relationship-driven B2B sales teams such as agencies, consultancies, software companies and other small and medium-sized businesses that want powerful sales follow-up without the usual CRM administration. Salesflare integrates with Gmail, Outlook, LinkedIn, Zapier, Make and thousands of other business tools. A free trial of up to 30 days is available.

Average Rating: 4.8/5.0

Total Reviews: 296

How Do G2 Users Rate Salesflare?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Salesflare?

  • Seller: Salesflare
  • Year Founded: 2014
  • HQ Location: Antwerp, Belgium
  • Twitter: @salesflare
    7,012 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Salesflare?

AI-generated summary from verified user reviews

Pros
  • Users find Salesflare's ease of use remarkable, appreciating its intuitive setup and seamless automation features.
  • Users appreciate the effortless CRM automation of Salesflare, enhancing productivity and ensuring no opportunity is missed.
  • Users appreciate the time-saving automation of Salesflare, seamlessly managing interactions and streamlining workflows.
  • Users love the clean, user-friendly interface of Salesflare, which enhances efficiency and supports business growth.
  • Users commend the automation features of Salesflare, which simplify data entry and enhance productivity effectively.
Cons
  • Users note the limited customization and reporting features in Salesflare, which may restrict advanced analytics needs.
  • Users find Salesflare has limited customization and reporting features, lacking the depth found in larger CRMs.
  • Users note the limited customization options in Salesflare compared to other CRMs, affecting their flexibility and experience.
  • Users point out that reporting issues exist, with a desire for more advanced analytics capabilities.
  • Users find the limited feature updates of Salesflare disappointing, affecting its competitiveness and overall user experience.

What Are Recent G2 Reviews of Salesflare?

Vendasta AI Platform

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

Average Rating: 4.5/5.0

Total Reviews: 546

How Do G2 Users Rate Vendasta AI Platform?

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

Who Is the Company Behind Vendasta AI Platform?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Vendasta AI Platform?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Vendasta AI Platform?

What Are G2 Users Discussing About Vendasta AI Platform?