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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)

Clarify CRM

Clarify is the autonomous CRM that helps founders and early-stage sellers build pipeline, close more deals, and spend less time on CRM busywork. Its AI automates pipeline creation, meeting admin, and CRM updates—so you can stop clicking and start closing more deals. 🧠 Auto-enrich every contact: Connect your email and calendar, and Clarify fills in fields like job title, company data, email, LinkedIn URL, funding history and more automatically. 🔗 Capture leads from anywhere: One click from LinkedIn adds and enriches contacts instantly. 📹 All-in-one meeting flow: Prep, record, and recap with AI summaries—all within Clarify. ⚙️ Self-updating deals: Clarify tracks buyer signals and suggests pipeline updates automatically. 🧩 Single customer view: Every email, call, and product action tied together in one place. It's free to get started.

Average Rating: 4.9/5.0

Total Reviews: 33

How Do G2 Users Rate Clarify CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Clarify CRM?

  • Seller: Clarify
  • Year Founded: 2024
  • HQ Location: Seattle, US
  • LinkedIn® Page: www.linkedin.com
    36 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 85% Small

What Do G2 Reviewers Say About Clarify CRM?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Clarify CRM, which streamlines workflows and enhances their selling focus.
  • Users find Clarify CRM invaluable for managing tasks and automating workflows, enhancing team collaboration and efficiency remarkably.
  • Users value the remarkable simplicity of Clarify CRM, enabling effortless management of tasks and communication with ease.
  • Users value the automation features of Clarify CRM, streamlining workflows and saving time on manual logging tasks.
  • Users value the intuitive features of Clarify CRM, enhancing productivity with seamless meeting recordings and automated call summaries.
Cons
  • Users are disappointed by the missing features in Clarify CRM, which limits functionality and customization options.
  • Users experience integration issues with Clarify CRM, affecting functionalities like syncing with Google Calendar and Slack.
  • Users find limited customization options in Clarify CRM, particularly in AI-generated details and reporting features.
  • Users find the analytics and reporting features lacking, hoping for more customization and enhancements moving forward.
  • Users find the reporting features inadequate, expecting more customization and enhancements as they evolve.

What Are Recent G2 Reviews of Clarify 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: 8.9/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Salesflare?

  • Seller: Salesflare
  • 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: 8.9/10)
  • 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: 8.6/10)

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?

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folk

folk is the AI CRM for your entire sales motion. folk helps teams capture prospects, engage leads across channels, give everyone a shared view of every relationship, and surface the next actions that help close deals—all in one platform built for teams and their agents. - Prospect, enrich, and qualify the contacts worth your time - Interact with your leads on the channels they already use and keep conversations personal at scale - Keep all your team conversations in one place so you can simplify high-touch sales - Surface what to prioritize and the next actions your team should be taking to close more deals Join more than 5,000+ teams manage customer relationships end-to-end and uncover the insights they need to grow.

Average Rating: 4.5/5.0

Total Reviews: 343

How Do G2 Users Rate folk?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.6/10)

Who Is the Company Behind folk?

  • Seller: folk
  • Year Founded: 2020
  • HQ Location: Distributed Team, FR
  • LinkedIn® Page: www.linkedin.com
    66 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Consulting, Computer Software
  • Company Size: 97% Small, 3% Medium

What Do G2 Reviewers Say About folk?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Folk, finding it straightforward and efficient compared to other CRM options.
  • Users value Folk for its user-friendly simplicity, making relationship management effortless and enjoyable for everyone.
  • Users appreciate the easy contact management of Folk, enjoying its clean interface and efficient relationship tracking.
  • Users value the seamless integrations of folk, enhancing productivity by centralizing communication and maintaining connections effortlessly.
  • Users love the intuitive interface that simplifies their workflow and enhances overall user experience.
Cons
  • Users find the missing features in Folk limiting, affecting customization and overall usability in their workflow.
  • Users find limited features in Folk, wishing for greater flexibility and essential CRM capabilities to enhance usability.
  • Users face email issues with Folk CRM, including tracking problems and lack of automatic sent notification in Outlook.
  • Users find email management cumbersome due to limited functionality and integration issues with Gmail.
  • Users face integration issues with Folk CRM, impacting email tracking and third-party connections like LinkedIn and Kit.

What Are Recent G2 Reviews of folk?

Copper

Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources.

Average Rating: 4.5/5.0

Total Reviews: 1,126

G2 Deal: 15% Off Annual Plan for Life

15% Off Annual Plan for Life on all available Copper plans

Price: ~~Starting at $23/user/month~~ → Starting at $19/user/month

View this exclusive G2 deal

How Do G2 Users Rate Copper?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind Copper?

  • Seller: Copper
  • Company Website:
  • Year Founded: 2012
  • HQ Location: San Francisco, CA
  • Twitter: @CopperInc
    2,379 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    313 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 79% Small, 18% Medium

What Do G2 Reviewers Say About Copper?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Copper, thanks to its seamless integration with Google Workspace and tools.
  • Users appreciate the seamless integration with Gmail, enhancing productivity without leaving the inbox.
  • Users appreciate the seamless integration with Google Workspace, enhancing contact management and making operations effortless.
  • Users value the seamless integration with Google Workspace, enhancing efficiency in contact and pipeline management.
  • Users value the seamless integration of Copper with Google Workspace, enhancing contact management and reducing manual effort significantly.
Cons
  • Users find Copper's limited features restricts customization and scalability, especially for larger teams and complex requirements.
  • Users find Copper to be expensive, with pricing for additional features feeling higher than expected.
  • Users express concern over missing advanced features like workflow automation and inadequate customer support, hindering productivity.
  • Users find integration issues with Copper cumbersome, leading to time-consuming manual tasks for managing documents and communications.
  • Users note the limited customization options in Copper, which may not meet the needs of larger organizations.

What Are Recent G2 Reviews of Copper?

What Are G2 Users Discussing About Copper?

Constant Contact Advanced Automation

Constant Contact Advanced Automation helps you send the right message at the right time. From Social to SMS and email to ecommerce, we deliver tools to help you build deeper relationships with your audience. Our powerful digital marketing platform helps you be more efficient with your marketing so you can focus on your building your business. Engage Your Audience where They are with Multi-Channel Campaigns - Create comprehensive marketing campaigns with just a few clicks. Our Campaign Builder tool will help you launch a multi-channel campaign across email, social, and SMS to help you achieve your goals. Get Started Fast With Pre-Built Automation Templates - Setup your automations quickly with pre-built automation templates to help you send timely SMS and email messages. Easily Manage Your Contacts - Manage customer segments automatically using customer tags. Then, trigger automations based on how customers engage with your businesses. Automate Your Messaging - Deliver timely, relevant content with SMS and email marketing automation using our drag-and-drop Automation Path Builder. Make sure that your audience receives the right message, at the right time: automatically. Learn more at www.constantcontact.com

Average Rating: 4.4/5.0

Total Reviews: 938

How Do G2 Users Rate Constant Contact Advanced Automation?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Constant Contact Advanced Automation?

  • Seller: Constant Contact
  • Year Founded: 1995
  • HQ Location: Waltham, US
  • Twitter: @ConstantContact
    67,137 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,156 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Marketing Manager
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 80% Small, 17% Medium

What Do G2 Reviewers Say About Constant Contact Advanced Automation?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Constant Contact Advanced Automation, making email marketing simple and efficient.
  • Users appreciate the advanced automation of Constant Contact, simplifying email management during busy times with ease.
  • Users appreciate the ease of automating emails and newsletters with Constant Contact Advanced Automation, enhancing productivity effortlessly.
  • Users value the advanced automation features of Constant Contact for seamless lead nurturing and efficient outreach campaigns.
  • Users find Constant Contact's advanced automation to be easy to create personalized campaigns, even without technical skills.
Cons
  • Users find the limited customization options restrictive, impacting the flexibility of their automation workflows.
  • Users face missing features in Constant Contact Advanced Automation, such as limited customization and editing difficulties.
  • Users find the limited features of Constant Contact Advanced Automation restrict their customization and effectiveness.
  • Users are frustrated by editing issues that hinder email customization and lead to inconsistent formatting during creation.
  • Users find it challenging to manage email performance reports and often face difficulties with email templates and automation.

What Are Recent G2 Reviews of Constant Contact Advanced Automation?

What Are G2 Users Discussing About Constant Contact Advanced Automation?

Nimble CRM

Nimble is a relationship-focused CRM for your entire team. With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler. Nimble effortlessly integrates with both Microsoft 365 and Google Workspace, gathering contacts and leads from all your platforms, while our automation tools handle the busy work. Focus on what matters most – growing your business and nurturing relationships, as Nimble streamlines your workflow for maximum productivity.

Average Rating: 4.5/5.0

Total Reviews: 1,061

G2 Deal: 30% Off Nimble for 1 Year! Get 30% Off on All Plans + 14-Days Free + Free Onboarding

Get a 30% discount for an entire year, exclusively for new G2 users. But wait, there's more! Jumpstart your journey with a complimentary 14-day trial and a free onboarding session for your entire team. Act fast – this is a time-limited offer!

Price: ~~$24.90 - $29.90 seat/month~~ → $17.43 - $20.93 seat/month

View this exclusive G2 deal

How Do G2 Users Rate Nimble CRM?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Nimble CRM?

  • Seller: Nimble
  • Year Founded: 2008
  • HQ Location: Santa Monica, CA
  • Twitter: @Nimble
    15,980 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 75% Small, 16% Medium

What Do G2 Reviewers Say About Nimble CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Nimble CRM extremely user-friendly, making it easy to adapt and implement for small business needs.
  • Users value the easy integrations of Nimble CRM, enhancing their workflow with seamless connectivity to other apps.
  • Users find Nimble CRM intuitive and easy to use, facilitating efficient management of customer information and communication.
  • Users praise the quick and responsive customer support of Nimble CRM, enhancing their overall experience and efficiency.
  • Users value Nimble CRM for its user-friendly design and seamless integration, making tracking communications easy and efficient.
Cons
  • Users note a lack of advanced email automation features in Nimble CRM, which limits their marketing capabilities.
  • Users find Nimble CRM expensive, especially with added fees for more features and contact limits.
  • Users note the limited features of Nimble CRM, expressing a need for better functionality and intuitive tools.
  • Users find Nimble CRM not user-friendly due to its complicated interface and difficulties in navigation and syncing.
  • Users find the limited outreach capabilities of Nimble CRM frustrating, impacting their ability to connect effectively.

What Are Recent G2 Reviews of Nimble CRM?

What Are G2 Users Discussing About Nimble CRM?

HappSales

HappSales is an AI CRM & Revenue Platform for B2B companies. It distinguishes itself from transactional CRMs through - 1. One-of-its-kind integrated platform for end-to-end revenue operations - Key Account Management, Lead Management, Sales, Service, Receivables, Field operations, Workflows, & more. This eliminates revenue leakages and enhances performance. 2. Includes Army of AI Agents for AI-powered automation, insights & nudges, and other diverse use-cases 3. Mobile-First + Voice-enabled AI Copilot – modern & intuitive app that is ease to use for high adoption 4. Embedded best-practices & metrics that removes the need to engage expensive consultants 5. Rapid deployment with massive time & effort savings - with lowest Total-Cost-of-Ownership

Average Rating: 4.9/5.0

Total Reviews: 41

How Do G2 Users Rate HappSales?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.8/10 (Category avg: 8.6/10)

Who Is the Company Behind HappSales?

  • Seller: HappSales
  • Year Founded: 2018
  • HQ Location: Bangalore, IN
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Biotechnology
  • Company Size: 63% Small, 35% Medium

What Do G2 Reviewers Say About HappSales?

AI-generated summary from verified user reviews

Pros
  • Users find HappSales to be very easy to use, appreciating its intuitive design and efficient workflows.
  • Users find HappSales to be user-friendly, enhancing their efficiency with its intuitive design and smooth implementation.
  • Users appreciate the excellent customer support from HappSales, highlighting immediate responses and smooth deployment experiences.
  • Users appreciate the convenience of managing customer data with HappSales, enhancing follow-ups and simplifying communication.
  • Users find HappSales' Data Management efficient and user-friendly, facilitating easy access to updated customer information.
Cons
  • Users note a steep learning curve for HappSales, as training is necessary to fully utilize its features.
  • Users face reporting issues with HappSales, as server problems hinder functionalities and prevent proper report downloads.
  • Users find that the setup difficulties initially require time but ultimately lead to improved workflow efficiency.
  • Users find the initial cost expensive, but acknowledge it provides long-term value over time.
  • Users report incomplete information issues, particularly with difficulties in downloading aggregate reports post-download.

What Are Recent G2 Reviews of HappSales?

What Are G2 Users Discussing About HappSales?

Streak

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

Average Rating: 4.5/5.0

Total Reviews: 267

How Do G2 Users Rate Streak?

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

Who Is the Company Behind Streak?

  • Seller: Streak
  • Year Founded: 2011
  • HQ Location: San Francisco, CA
  • Twitter: @Streak
    7,473 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    40 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Engineer, Owner
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 75% Small, 14% Medium

What Do G2 Reviewers Say About Streak?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of Streak, seamlessly integrating with Gmail for efficient management of tasks and relationships.
  • Users love the easy tracking features of Streak, conveniently managing everything directly within Gmail for efficient email management.
  • Users love the Gmail integration of Streak, which simplifies deal management and keeps everything organized effortlessly.
  • Users love the real-time email tracking feature of Streak, enhancing their communication and planning efficiency.
  • Users love the seamless integration with Gmail, allowing efficient management of email campaigns directly from their inbox.
Cons
  • Users find the initial learning curve steep, making it challenging to fully utilize Streak’s features effectively.
  • Users find the limited features of Streak hinder customization and deeper analytics, complicating user experience.
  • Users are disappointed by the missing features of Streak, wishing for more built-in analytics and easier setup.
  • Users experience email issues with Streak, including lag and compatibility problems with Outlook and Thunderbird.
  • Users find the analytics inadequate, desiring more customization and deeper reporting options for complex pipelines.

What Are Recent G2 Reviews of Streak?

What Are G2 Users Discussing About Streak?

SuiteDash

More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.

Average Rating: 4.8/5.0

Total Reviews: 608

How Do G2 Users Rate SuiteDash?

  • 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: 9.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.1/10 (Category avg: 8.6/10)

Who Is the Company Behind SuiteDash?

  • Seller: SuiteDash
  • Year Founded: 2012
  • HQ Location: Research Triangle Park, NC
  • Twitter: @SuiteDash
    1,174 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 98% Small, 1% Medium

What Do G2 Reviewers Say About SuiteDash?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the responsive customer support of SuiteDash, feeling it provides a partnership that enhances their experience.
  • Users love the extensive features of SuiteDash, appreciating its integration and comprehensive capabilities for streamlining business operations.
  • Users appreciate the easy setup of SuiteDash, making it an ideal choice for daily business management.
  • Users love the automation features of SuiteDash, enabling streamlined daily operations and improved workflow integration.
  • Users appreciate the high level of customization in SuiteDash, allowing tailored solutions for unique business needs.
Cons
  • Users find the learning curve steep, requiring time to fully understand and utilize the platform's capabilities.
  • Users note a steep learning curve, requiring time and patience to fully grasp SuiteDash's extensive features.
  • Users report a learning difficulty due to complexity and time needed to master SuiteDash features and processes.
  • Users find the complex setup of SuiteDash challenging initially, but appreciate its extensive customization options.
  • Users express a desire for more limited customization options in SuiteDash, finding the current tools complicated and restrictive.

What Are Recent G2 Reviews of SuiteDash?

What Are G2 Users Discussing About SuiteDash?

Freshsales

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

Average Rating: 4.5/5.0

Total Reviews: 1,200

How Do G2 Users Rate Freshsales?

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

Who Is the Company Behind Freshsales?

  • Seller: Freshworks
  • Year Founded: 2010
  • HQ Location: San Mateo, CA
  • Twitter: @FreshworksInc
    19,020 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    7,783 employees on LinkedIn®
  • Ownership: NASDAQ: FRSH

Who Uses This Product?

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

What Do G2 Reviewers Say About Freshsales?

AI-generated summary from verified user reviews

Pros
  • Users find Freshsales to be easy to use and intuitive, enhancing their daily call management and email processes.
  • Users love the user-friendly interface and abundant features of Freshsales, enjoying seamless integration and support.
  • Users value the ease of use of Freshsales, appreciating its intuitive design and quick onboarding for beginners.
  • Users highlight the exceptional customer support from Freshsales, always available and providing valuable assistance effectively.
  • Users find Freshsales intuitive and easy to use, with seamless integrations and helpful support enhancing their experience.
Cons
  • Users find the missing management features in Freshsales hinder effective lead handling and overall usability.
  • Users find Freshsales has limited features, which complicates usage and requires additional tools for full functionality.
  • Users note the limitations in templates and automation, making Freshsales less versatile compared to competitors.
  • Users struggle with the learning curve of Freshsales, citing frustrations with reports and navigation complexity.
  • Users face limitations in customization, impacting their ability to create desired reports and modules effectively.

What Are Recent G2 Reviews of Freshsales?

What Are G2 Users Discussing About Freshsales?

SoftSync AI

SoftSync AI is an agentic CRM for small and mid-sized sales teams. It is built so that routine CRM work can run without someone driving it. The product connects to AI assistants such as Claude and ChatGPT through the Model Context Protocol. That lets an assistant work across the CRM and your other tools in the same session, instead of you copying context between them. Customer context sits on one page. Interactions, emails, meetings, notes and reminders for an account are held together, so anyone picking up a deal has what they need without opening four tabs. The same records can be viewed as a table, a pipeline or a calendar, and you can add custom objects and fields without bringing in a consultant. Autopilot handles the follow-ups and reminders that usually get forgotten. It previews what it intends to do before it acts, so automation does not run unsupervised. Adding contacts and companies takes one step rather than several. SoftSync AI links contacts, companies and deals automatically and pulls details from company registers, accounting systems and email, which cuts the manual entry that makes most CRMs go stale. It connects to email and calendar, offers a REST API, and ships an MCP server for teams building their own workflows. Both paid plans run the full CRM with the same core features from day one. What changes between them is workspace capacity: team members, groups, records, mailbox connections and monthly usage. Data for US customers is held in the US, and stored information is not used to train AI models.

Average Rating: 5.0/5.0

Total Reviews: 14

How Do G2 Users Rate SoftSync AI?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 8.9/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind SoftSync AI?

  • Seller: SoftSync AI
  • Year Founded: 2026
  • HQ Location: Wilmington, DE
  • Twitter: @SoftSyncAI
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 27% Medium

What Are Recent G2 Reviews of SoftSync AI?

Prospect CRM

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

Average Rating: 4.6/5.0

Total Reviews: 94

How Do G2 Users Rate Prospect CRM?

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

Who Is the Company Behind Prospect CRM?

  • Seller: The Access Group
  • Year Founded: 1991
  • HQ Location: Loughborough, Leicestershire
  • Twitter: @theaccessgroup
    4,212 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    7,358 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Wholesale, Food Production
  • Company Size: 80% Small, 18% Medium

What Do G2 Reviewers Say About Prospect CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Prospect CRM to have ease of use, allowing quick access to client data and streamlined workflows.
  • Users value the easy setup of Prospect CRM, enhancing efficiency and simplifying report generation and invoicing.
  • Users find Prospect CRM enhances efficiency by streamlining report generation and improving overall departmental workflow.
  • Users value the rich features of Prospect CRM, enhancing their ability to track sales performance and customize workflows.
  • Users value the organization efficiency of Prospect CRM, facilitating smooth operations and quick report generation.
Cons
  • Users face significant integration issues with Prospect CRM, leading to frustrating experiences and lost data opportunities.
  • Users are frustrated by the missing features in Prospect CRM, leading to a lack of functionality and poor service delivery.
  • Users are frustrated with Prospect CRM's deceptive sales tactics and inadequate service, leading to unmet expectations.
  • Users struggle with connectivity issues, finding integration and syncing with other systems frustrating and inefficient.
  • Users report feature issues with Prospect CRM, highlighting poor B2C capabilities and problematic integrations and setups.

What Are Recent G2 Reviews of Prospect CRM?

What Are G2 Users Discussing About Prospect CRM?

eWay-CRM

If you use Outlook and need a CRM, you have to try eWay-CRM. It’s the best CRM that lives right inside Microsoft Outlook and Teams. Manage Customers, Sales, Projects, and Email Campaigns — without ever leaving your inbox. Thanks to deep Outlook integration, eWay-CRM automatically tracks emails, syncs with your calendar, and keeps your contacts organized. You’ll love the “Convert to” feature: just right-click any email and turn it into a deal, task, or contact. It’s fast, simple, and powerful. And with Microsoft Teams integration, collaborating with your team becomes seamless. Work smarter, stay organized, and keep everything in one place — right where you already work.

Average Rating: 4.1/5.0

Total Reviews: 15

How Do G2 Users Rate eWay-CRM?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.6/10)

Who Is the Company Behind eWay-CRM?

Who Uses This Product?

  • Company Size: 80% Small, 20% Medium

What Do G2 Reviewers Say About eWay-CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the calendar sync automation in eWay-CRM, enhancing daily operations and integration with MS apps.
  • Users appreciate the responsive and helpful customer support of eWay-CRM, enhancing their overall experience and satisfaction.
  • Users value the ease of use of eWay-CRM, noting smooth integration and a minimal learning curve.
  • Users value the easy customization of eWay-CRM, enabling them to enhance their daily operations efficiently.
  • Users admire the easy implementation of eWay-CRM, enhancing their daily operations with seamless integrations and automation.
Cons
  • Users face challenges with saving issues as sent emails cannot be stored without attachments, complicating the process.
  • Users find the slow loading times for the list of Journals to be somewhat typical but still frustrating.

What Are Recent G2 Reviews of eWay-CRM?

OctopusPro

OctopusPro is a cloud-based service management software with all the features and tools you need to manage and grow your business, allowing you to manage customers, leads, quotes, bookings, invoices, payments, feedback, and reviews, as well as your staff and workers in the field. Helping you reduce administrative and operational costs, increase conversions and customer retention, and improve communication between your office, field workers, and customers.

Average Rating: 5.0/5.0

Total Reviews: 24

How Do G2 Users Rate OctopusPro?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.7/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.8/10 (Category avg: 8.6/10)

Who Is the Company Behind OctopusPro?

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Computer Software
  • Company Size: 46% Medium, 38% Small

What Do G2 Reviewers Say About OctopusPro?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless integration of job scheduling and CRM in OctopusPro, enhancing productivity and customer satisfaction.
  • Users appreciate the ease of use of OctopusPro, benefiting from its seamless integration and intuitive interface.
  • Users appreciate the scheduling flexibility of OctopusPro, enhancing productivity and streamlining technician dispatching.
  • Users value the efficient task management of OctopusPro, which streamlines workflows and saves considerable time.
  • Users find the helpful support of OctopusPro invaluable, ensuring smooth management and quick resolutions to issues.
Cons
  • Users find the difficult learning curve of OctopusPro challenging, especially with its numerous features and customization options.
  • Users note a significant learning curve with OctopusPro due to its extensive features, especially for newcomers.
  • Users find the limited customization options of OctopusPro challenging, requiring time and skill to fully adapt.
  • Users report no significant issues with OctopusPro, highlighting effective bug fixing and responsive customer service.
  • Users find the interface not intuitive initially, facing a learning curve due to numerous features and options.

What Are Recent G2 Reviews of OctopusPro?

What Are G2 Users Discussing About OctopusPro?

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