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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: 1,815

How Do G2 Users Rate monday CRM?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • 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: 8.6/10)

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: 1,818

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
  • 127,900+ Authentic Reviews
  • 1,818+ 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)

CRMOne

The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CRMOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CRMOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CRMOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation.

Average Rating: 4.8/5.0

Total Reviews: 1,044

How Do G2 Users Rate CRMOne?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.6/10)

Who Is the Company Behind CRMOne?

  • Seller: CrmOne
  • Year Founded: 2022
  • HQ Location: Menlo Park, US
  • Twitter: @crmone_global
    10 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Financial Services
  • Company Size: 32% Small, 24% Large

What Do G2 Reviewers Say About CRMOne?

AI-generated summary from verified user reviews

Pros
  • Users value the effective lead management in CRMOne, enhancing collaboration and ensuring streamlined communication across teams.
  • Users value the effective customer management of CrmOne, enhancing collaboration and response times for better support.
  • Users appreciate the ease of use of CRMOne, enjoying quick access and navigation across all devices.
  • Users commend the fast and effective customer support provided by CRMOne, enhancing overall service quality and engagement.
  • Users benefit from automated reminders and streamlined workflows, enhancing efficiency and improving response times significantly.
Cons
  • Users feel there is limited customization for advanced needs, hindering the system’s ability to meet specific requirements.
  • Users find the learning curve challenging, especially when trying to navigate the system as newcomers.
  • Users face a steep learning curve with CRMOne due to complex onboarding and insufficient beginner-friendly tutorials.
  • Users find the limited features of CRMOne make attaching files and using the mobile version challenging.
  • Users find CRMOne lacks advanced features for productivity tracking and complex task automation, limiting its effectiveness.

What Are Recent G2 Reviews of CRMOne?

Less Annoying CRM

A CRM without all the nonsense. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again We built Less Annoying CRM in 2009 for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, built-in HIPAA-compliance, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you *won’t* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. See why we are ranked G2's #1 easiest-to-use CRM. Start your no-hassle, 30-day free trial today -- no credit card needed.

Average Rating: 4.9/5.0

Total Reviews: 659

How Do G2 Users Rate Less Annoying CRM?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.1/10 (Category avg: 8.6/10)

Who Is the Company Behind Less Annoying CRM?

  • Seller: Less Annoying Software
  • Company Website:
  • Year Founded: 2009
  • HQ Location: St. Louis, MO
  • Twitter: @LessAnnoyingCRM
    1,125 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Insurance, Financial Services
  • Company Size: 88% Small, 8% Medium

What Do G2 Reviewers Say About Less Annoying CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the simplicity and ease of use of Less Annoying CRM, facilitating smooth daily management of contacts.
  • Users praise the fantastic customer support of Less Annoying CRM, appreciating the team's responsiveness and helpfulness.
  • Users love the simplicity and ease of use of Less Annoying CRM, making daily tasks effortless and efficient.
  • Users appreciate the user-friendly interface of Less Annoying CRM, enabling easy learning and efficient daily usage.
  • Users value the affordability of Less Annoying CRM, making it a top choice for small businesses.
Cons
  • Users find the missing features a limitation, especially as their needs for more robust options grow.
  • Users note integration issues with Less Annoying CRM, desiring better connections with other tools for smoother functionality.
  • Users note the limited features of Less Annoying CRM, finding it lacks advanced automation and reporting options.
  • Users find the feature issues frustrating, particularly regarding reporting, automation options, and duplicate record management.
  • Users find limited customization options in Less Annoying CRM, restricting their ability to tailor the system to their needs.

What Are Recent G2 Reviews of Less Annoying CRM?

What Are G2 Users Discussing About Less Annoying CRM?

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: 1,434

How Do G2 Users Rate Nutshell?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.6/10)

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?

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Salestarget.ai

Find & Enrich with 840M+ profiles. Validate contacts. Reach buyers on Email and LinkedIn. Close with a CRM built for salespeople — Power Dialer included. SalesTarget.ai is an AI-powered Sales Intelligence Operating System (Sales OS) built for outbound-driven B2B companies, agencies, and modern revenue teams. It centralizes every stage of the sales workflow — from data intelligence and enrichment to outreach, pipeline management, and AI assistance — eliminating the need for multiple disconnected tools. At its core is the Intelligence Engine: a unified lead enrichment and prospecting platform powered by 840M+ profiles, 150M+ company entities, 4,000+ data signals, and 50+ premium data providers. Discover and enrich any prospect with firmographic, technographic, contact, and behavioural data — including real-time intent signals that surface in-market buyers before your competitors do. Cold Email Outreach helps revenue teams scale personalized campaigns with smart sending, warm-up sequences, advanced spintax, unified inbox, and deliverability-optimized workflows. Power Dialer gives sales reps the ability to auto-dial sequentially through call lists directly from the CRM — maximizing talk time, eliminating manual dialing, and keeping every call logged and tracked in one place. LinkedIn Automation extends reach across channels with connection requests, InMail sequences, profile engagement, and drip follow-ups — all coordinated with email and phone for true multichannel prospecting. Built-in Email Validation cleans and verifies every contact before outreach, reducing bounce rates and protecting sender reputation. An integrated CRM manages the full pipeline — deals, touchpoints, call logs, tasks, and team collaboration — without needing an external tool. AI Co-pilot ties everything together. Through simple chat commands, it finds leads, builds sequences, launches campaigns, summarizes analytics, and audits performance in real time. SalesTarget.ai: Intelligence → Enrichment → Validation → Email → Power Dialer → LinkedIn → CRM → AI Co-pilot. One platform. Infinite scale.

Average Rating: 4.8/5.0

Total Reviews: 113

How Do G2 Users Rate Salestarget.ai?

  • Has the product been a good partner in doing business?: 9.6/10 (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.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Salestarget.ai?

  • Seller: Salestarget LLC
  • Year Founded: 2024
  • HQ Location: Newark, US
  • Twitter: @Salestargetai
    20 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 83% Small, 26% Medium

What Do G2 Reviewers Say About Salestarget.ai?

AI-generated summary from verified user reviews

Pros
  • Users love how SalesTarget.ai offers improved prospect engagement, sparking meaningful conversations through intentional outreach strategies.
  • Users praise the efficiency of Salestarget.ai, streamlining lead validation and outreach processes for improved engagement.
  • Users appreciate the ease of use of SalesTarget.ai, simplifying outreach and centralizing sales workflows efficiently.
  • Users value the time-saving automation features of Salestarget.ai, enhancing efficiency in outreach efforts across channels.
  • Users value the lead validation and verification features of Salestarget.ai, enhancing outreach efficiency and engagement significantly.
Cons
  • Users note incomplete information with occasional automation issues and limited reporting features affecting outreach effectiveness.
  • Users experience a notable learning curve initially, especially if transitioning from simpler outreach tools.
  • Users find the lack of customization flexibility limits tailored campaign strategies and affects overall analytics effectiveness.
  • Users note inadequate reporting on LinkedIn engagement, complicating performance tracking and requiring extra steps for insights.
  • Users experience a challenging learning curve initially, especially if transitioning from simpler outreach tools, requiring time to adapt.

What Are Recent G2 Reviews of Salestarget.ai?

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: 130

How Do G2 Users Rate Zoho CRM Plus?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.6/10)

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: 271

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How Do G2 Users Rate OnePageCRM?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.9/10)
  • 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: 8.6/10)

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?

SalesCaptain

SalesCaptain is an all-in-one communication platform with a chat based AI agent builder, designed for modern businesses. It unifies phone calls, texting, webchat, and social media messaging into a single collaborative inbox. With SalesCaptain, you can easily create AI-powered phone and text agents to handle calls, answer queries, route leads, filter spam, and automate tasks — all without any technical expertise. SalesCaptain also includes a suite of built-in business apps for managing reviews, appointments, lead stages, team leaderboards, and more — giving you everything you need to streamline customer engagement and team performance in one platform. Build drag-and-drop automations, connect with 50+ popular platforms like HubSpot, Booker, Clio, and ServiceFusion, or go deeper with API, webhooks, and Zapier support. Whether you're a startup or a multi-location enterprise, SalesCaptain helps you scale communication and customer engagement with ease.

Average Rating: 4.4/5.0

Total Reviews: 294

How Do G2 Users Rate SalesCaptain?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.2/10 (Category avg: 8.6/10)

Who Is the Company Behind SalesCaptain?

  • Seller: SalesCaptain
  • Year Founded: 2020
  • HQ Location: New York, US
  • Twitter: @SalesCaptainInc
    157 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Operations Manager, Marketing Manager
  • Top Industries: Retail, Marketing and Advertising
  • Company Size: 70% Small, 30% Medium

What Do G2 Reviewers Say About SalesCaptain?

AI-generated summary from verified user reviews

Pros
  • Users love the automation features of SalesCaptain, enhancing workflow and ensuring no customer inquiries go unanswered.
  • Users value the clear and consistent communication facilitated by SalesCaptain, enhancing the client experience and professionalism.
  • Users appreciate the ease of use of SalesCaptain, enabling organized communication and efficient management of customer interactions.
  • Users appreciate the immediate response capability of SalesCaptain, effectively managing real-time customer interactions without missing opportunities.
  • Users appreciate the clear and consistent communication SalesCaptain provides, enhancing client interactions and trust.
Cons
  • Users note a steep learning curve in mastering SalesCaptain's features and initial setup, requiring time and adjustment.
  • Users find the onboarding and setup time-consuming, especially for larger teams and new users to the platform.
  • Users find the limited reporting in SalesCaptain cumbersome, wishing for better insights and customization options.
  • Users find the limited customization options in SalesCaptain frustrating, hindering their ability to tailor the tool to their workflow.
  • Users experience a steep learning curve due to the complex setup and advanced configurations required initially.

What Are Recent G2 Reviews of SalesCaptain?

SuperOffice CRM

SuperOffice is a leading European CRM provider, guided by our mission to be Europe’s most loved CRM. We help growing businesses build valuable, effortless customer relationships with our award-winning CRM platform for sales, marketing and customer service. Tailored specifically for B2B professionals, SuperOffice equips organizations with the necessary tools and insights to effectively understand and respond to customer needs. Available on both desktop and mobile platforms, this CRM solution streamlines the customer journey, enhances personalized communication, and ultimately boosts customer satisfaction, regardless of location. SuperOffice CRM is particularly beneficial for sales teams, marketing departments, and customer service representatives. These professionals require a centralized platform to manage interactions and data, making SuperOffice an ideal choice for organizations aiming to improve productivity and prioritize customer engagement. The software supports a wide range of use cases, including tracking sales leads, managing marketing campaigns, providing customer support, and analyzing customer feedback, making it an essential tool for any organization focused on a customer-centric approach. Key features of SuperOffice CRM include robust contact management, sales automation, and advanced reporting capabilities. The contact management system allows users to efficiently store and organize customer information, ensuring easy access to crucial data when needed. Sales automation tools streamline the sales process by automating repetitive tasks, enabling sales professionals to concentrate on relationship-building rather than administrative duties. Additionally, the reporting features deliver valuable insights into customer behavior and sales performance, empowering teams to make informed, data-driven decisions. The Board view feature allows sales representatives and managers to maintain an overview of all sales activities, facilitating quicker sales cycles. For marketers, SuperOffice CRM enhances the customer journey through automated lead management and workflows, utilizing smart triggers to optimize marketing efforts. The platform also supports AI-powered content creation, enabling users to generate personalized images, copy, and calls-to-action (CTAs). This capability allows marketers to strengthen relationships and maintain effective communication at every customer touchpoint. Service teams can leverage SuperOffice CRM to provide efficient and consistent support by unifying customer information and interaction history. The organized request management system categorizes inquiries clearly, speeding up response times. Features such as autoreplies and response templates further enhance communication efficiency, while built-in reporting and analytics offer insights to continuously improve service quality. SuperOffice CRM stands out as a versatile and powerful tool that addresses the diverse needs of businesses looking to enhance their customer relationships.

Average Rating: 4.4/5.0

Total Reviews: 208

How Do G2 Users Rate SuperOffice CRM?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.1/10 (Category avg: 8.6/10)

Who Is the Company Behind SuperOffice CRM?

  • Seller: SuperOffice AS
  • Company Website:
  • Year Founded: 1990
  • HQ Location: Oslo, Oslo
  • Twitter: @SuperOffice
    779 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    321 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Managing Director
  • Top Industries: Wholesale, Computer Software
  • Company Size: 58% Small, 36% Medium

What Do G2 Reviewers Say About SuperOffice CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive ease of use of SuperOffice CRM, enjoying its user-friendly interface and custom solutions.
  • Users appreciate the intuitive design of SuperOffice CRM, making it easy to navigate and get started.
  • Users value the friendly and professional customer support from SuperOffice CRM, enhancing their overall experience and implementation process.
  • Users appreciate the helpful support from SuperOffice CRM, which enhances their overall experience and satisfaction.
  • Users commend SuperOffice CRM for being user-friendly, making it easy to manage and access customer information seamlessly.
Cons
  • Users report persistent bugs in SuperOffice CRM, causing delays and issues, especially on Android devices.
  • Users experience time-consuming updates for data entry and support, slowing down their overall productivity with SuperOffice CRM.
  • Users struggle with integration issues, particularly lacking connections to ERP systems for essential data access.
  • Users feel that SuperOffice CRM lacks essential features like enhanced marketing tools, limiting overall growth potential.
  • Users often experience connectivity issues that hinder functionality and can lead to unexpected disruptions in usage.

What Are Recent G2 Reviews of SuperOffice CRM?

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: 8.9/10)
  • 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: 8.6/10)

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?

Salesmate

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

Average Rating: 4.7/5.0

Total Reviews: 119

How Do G2 Users Rate Salesmate?

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

Who Is the Company Behind Salesmate?

  • Seller: Salesmate
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Charlotte, NC
  • Twitter: @SalesmateIO
    2,114 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    29 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Salesmate?

AI-generated summary from verified user reviews

Pros
  • Users commend the quick and helpful customer support from Salesmate, ensuring a seamless experience with the software.
  • Users highlight the ease of use of Salesmate, making it an intuitive choice for managing sales processes.
  • Users love the super clean interface and exceptional customer care of Salesmate, making it highly recommended.
  • Users appreciate the ease of use and excellent support from Salesmate, enhancing their efficiency and confidence with leads.
  • Users love the intuitive user interface of Salesmate, making workflow creation and management straightforward and efficient.
Cons
  • Users find integration issues with Salesmate, particularly with workflow automation and email marketing, frustrating and less effective.
  • Users find the limited features of Salesmate challenging, especially in advanced configurations and integrations.
  • Users find missing features such as limited user access and slow mobile functionality are disappointing for overall usability.
  • Users note a challenging learning curve for advanced configurations, requiring technical support for effective setup and management.
  • Users find Salesmate not intuitive, requiring technical support for advanced configurations and clearer user guidance.

What Are Recent G2 Reviews of Salesmate?

What Are G2 Users Discussing About Salesmate?

Axonaut

Axonaut is a business management solution designed for small businesses that want to simplify and optimize their daily operations. At its core, Axonaut offers powerful invoicing features: generate branded quotes and invoices in seconds, convert quotes to invoices with one click, and track payments in real time. The platform also centralizes all your contacts, streamlines customer relationship management, and automates accounting tasks. With Axonaut, you can easily segment mailing lists for targeted email and SMS campaigns, and manage your team and payroll through an integrated Staff Registry. Axonaut stands out by combining efficiency, simplicity, and affordability to help small businesses save time and focus on growth.

Average Rating: 4.8/5.0

Total Reviews: 44

How Do G2 Users Rate Axonaut?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.0/10 (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 Axonaut?

  • Seller: Axonaut
  • Year Founded: 2014
  • HQ Location: Labège, FR
  • Twitter: @axonaut1
    323 Twitter followers
  • LinkedIn® Page: fr.linkedin.com
    40 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction
  • Company Size: 93% Small

What Do G2 Reviewers Say About Axonaut?

AI-generated summary from verified user reviews

Pros
  • Users commend the attentive customer support of Axonaut, enhancing their overall experience and satisfaction with the CRM.
  • Users value the ease of use in Axonaut, making business management streamlined and efficient.
  • Users value the rich features of Axonaut, which enhance business management and improve information reliability.
  • Users value the time efficiency of Axonaut, enjoying streamlined processes and reliable information management.
  • Users value the time-saving benefits of Axonaut, as it streamlines processes and enhances reliability.
Cons
  • Users find the learning curve steep, requiring time and diligence to master all features of Axonaut.

What Are Recent G2 Reviews of Axonaut?

What Are G2 Users Discussing About Axonaut?

Scoro

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time Scoro’s pricing is modular, built around core apps rather than fixed tiers, so you can shape a package to match your actual workflow. You choose which apps you need and price is shaped by the chosen combination, billed per user per month.

Average Rating: 4.5/5.0

Total Reviews: 487

How Do G2 Users Rate Scoro?

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

Who Is the Company Behind Scoro?

  • Seller: Scoro
  • Company Website:
  • Year Founded: 2013
  • HQ Location: London
  • Twitter: @ScoroSoftware
    8,204 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    141 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 67% Small, 25% Medium

What Do G2 Reviewers Say About Scoro?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Scoro, benefiting from its streamlined, all-in-one platform for various needs.
  • Users find Scoro's all-in-one project management capabilities essential for tracking and streamlining their business operations.
  • Users value the comprehensive project tracking of Scoro, seamlessly integrating tasks, time, and finance in one place.
  • Users value the effective time tracking feature in Scoro, enhancing productivity and simplifying task management.
  • Users love the integrated task management of Scoro, connecting projects, finances, and CRM seamlessly in one platform.
Cons
  • Users find the learning curve steep with Scoro, especially during initial setup and task creation.
  • Users find Scoro's interface not intuitive, often needing assistance to navigate its complex functionalities.
  • Users find missing features in Scoro, particularly in the mobile version and integration capabilities.
  • Users face a steep learning curve with Scoro, often requiring extensive training to navigate its complexities.
  • Users feel that the complexity of Scoro requires extensive training, potentially hindering a smooth onboarding experience.

What Are Recent G2 Reviews of Scoro?

What Are G2 Users Discussing About Scoro?

Kylas Sales CRM

Kylas Growth Engine is an ecosystem of technology products, with a Sales CRM at its core, to help Growing Businesses scale with expertise. Kylas is an enterprise-grade Sales CRM software uniquely designed for Growing Businesses. The product helps businesses streamline their sales efforts, manage leads efficiently with a centralized system, nurture them effectively, and close deals faster to drive sustainable growth. Kylas provides advanced features like built-in WhatsApp messaging, field sales tracking, pipeline management, sales automation, and more, empowering teams to work smarter and achieve their sales goals efficiently. Kylas offers a Unique Pricing Framework- It's Elevate Plan is available for Flat USD 250 / month which includes 1. Unlimited Users 2. All Sales CRM Features 3. Robust Onboarding & Training Program 4. Timely Support 5. AI Features

Average Rating: 4.7/5.0

Total Reviews: 538

How Do G2 Users Rate Kylas Sales CRM?

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

Who Is the Company Behind Kylas Sales CRM?

  • Seller: Kylas Growth Engine
  • Year Founded: 2020
  • HQ Location: Pune, Maharashtra
  • Twitter: @Kylas90134359
    21 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    83 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Development Executive, Director
  • Top Industries: Education Management, Financial Services
  • Company Size: 52% Small, 45% Medium

What Do G2 Reviewers Say About Kylas Sales CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Kylas Sales CRM, enhancing organization and simplifying data management effortlessly.
  • Users appreciate the user-friendly interface of Kylas Sales CRM, facilitating seamless navigation and efficiency for all users.
  • Users value the user-friendly lead management in Kylas Sales CRM, facilitating easy insights and efficient data distribution.
  • Users appreciate the intuitive task management of Kylas Sales CRM, streamlining tracking and enhancing team productivity.
  • Users appreciate the exceptional customer support of Kylas Sales CRM, enhancing their overall experience and efficiency.
Cons
  • Users note integration issues with Kylas Sales CRM, lacking some essential tools compared to competitors like Zoho.
  • Users desire more advanced features in Kylas Sales CRM to enhance functionality and reporting capabilities.
  • Users find the slow loading times frustrating, impacting their overall experience with Kylas Sales CRM.
  • Users experience frequent technical bugs in Kylas Sales CRM, leading to work disruptions and occasional glitches.
  • Users find the limited customization options in Kylas Sales CRM restrict their flexibility and efficiency in managing data.

What Are Recent G2 Reviews of Kylas Sales CRM?

Knack

Knack is an AI-powered no-code platform for building custom, database-driven applications, internal tools, and portals. Businesses use Knack to create systems that manage data, automate workflows, and support day-to-day operations, all in one place. The platform combines a built-in relational database, AI app builder, customizable forms, and workflow automation. Users can define their data model, create user roles, and control access with granular permissions. Applications can be deployed as internal tools or external portals, and embedded into existing websites. Knack supports a wide range of use cases, including customer and vendor portals, custom CRMs, project and task management systems, inventory tracking, logistics and supply chain tools, membership and volunteer management, and government operations. Teams can start from scratch, from a template, or use AI to build fully custom applications tailored to their processes. Knack's healthcare-specific offering, Knack Health, allows organizations to build secure, HIPAA-compliant applications for patient intake, scheduling, care coordination, and operational workflows. The platform supports role-based permissions, record history logs, and secure data handling for protected health information (PHI), with a signed business associate agreement (BAA) available for covered entities. For more advanced use cases, developers can extend applications using a REST API, custom CSS, and JavaScript. Knack also supports integrations with 500+ third-party tools to fit into existing workflows. Knack is designed for flexibility and scale, making it a fit for SMBs, nonprofits, and enterprise teams that need systems tailored to how their business actually operates.

Average Rating: 4.3/5.0

Total Reviews: 111

How Do G2 Users Rate Knack?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Knack?

  • Seller: Knack
  • Year Founded: 2010
  • HQ Location: New York, NY
  • Twitter: @knackhq
    1,923 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Information Technology and Services
  • Company Size: 57% Small, 31% Medium

What Do G2 Reviewers Say About Knack?

AI-generated summary from verified user reviews

Pros
  • Users value Knack for its user-friendliness, making it accessible even for those with basic coding knowledge.
  • Users love Knack's intuitive interface, making app development quick and easy without the complexities of Excel.
  • Users appreciate the quick responses from customer support, enhancing their overall experience with Knack.
  • Users find Knack's ease of learning impressive, enjoying intuitive design and quick onboarding support to get started.
  • Users value Knack's simplicity, finding it easy to configure and user-friendly for various tasks.
Cons
  • Users find the missing features like duplicate removal and user field limitations very challenging and frustrating.
  • Users find limited customization options in Knack, making it challenging to manage larger apps and enhance layouts.
  • Users find feature limitations in Knack, including issues with duplicate removal, page organization, and performance in advanced applications.
  • Users find the limited features of Knack hinder customization and integration with advanced analytics tools.
  • Users encounter feature issues with Knack, such as limited developer tools and inadequate filtering for page management.

What Are Recent G2 Reviews of Knack?

What Are G2 Users Discussing About Knack?

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: 8.9/10)
  • 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: 8.6/10)

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?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 16, 2026