Top Free CRM Software - Page 9

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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)

Keap

Keap is a small business CRM and automation platform designed to grow your profitable business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. The Keap CRM has everything you need to automate your business: lead capture and management, sales automation, marketing automation, email automation and text marketing.

Average Rating: 3.9/5.0

Total Reviews: 31

How Do G2 Users Rate Keap?

  • Has the product been a good partner in doing business?: 7.9/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Keap?

  • Seller: Thryv
  • Year Founded: 2012
  • HQ Location: Dallas, TX
  • Twitter: @thryv
    8,415 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5,823 employees on LinkedIn®
  • Ownership: NASDAQ: THRY

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 78% Small, 19% Medium

What Do G2 Reviewers Say About Keap?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the advanced automation capabilities of Keap, simplifying management with integrated tools for marketing and client relations.
  • Users appreciate the advanced automation features of Keap, streamlining processes and enhancing efficiency in managing clients.
  • Users find Keap's platform extremely easy to use, allowing quick learning and efficient client management.
  • Users highlight the high level of automation in Keap, enhancing campaign management and client information handling.
  • Users appreciate the automation capabilities of Keap, enhancing efficiency in managing tasks and marketing effectively.
Cons
  • Users find that Keap's complexity can overwhelm smaller businesses and new users, limiting its effective use.
  • Users find Keap to be quite expensive, leading some to switch to more affordable alternatives.
  • Users find Keap's lack of flexibility limits customization options, making it challenging to tailor the tool effectively.
  • Users find the steep learning curve with Keap makes it challenging to fully leverage its capabilities.
  • Users face rigid invoicing features and complexities, limiting Keap's usability for smaller businesses and entrepreneurs.

What Are Recent G2 Reviews of Keap?

What Are G2 Users Discussing About Keap?

Prophet CRM

Prophet CRM is embedded in Outlook, not simply integrated. This allows Prophet to uniquely leverage the work you and your team already do in Outlook, and automatically associates that activity to the appropriate customer opportunity within Prophet CRM. Whether from your desktop or mobile device, all Outlook-based emails, tasks, and calendar events are automatically tracked and associated to the corresponding opportunity, unburdening your team from administrative entry and giving them more time to sell. With more timely and thorough entry of sales activity data, sales managers gain valuable insight regarding your customers, sales team and sales processes. Combine Prophet CRM's unique Outlook integration with it's comprehensive suite of sales automation and workflow tools, customizable fields, reports, dashboards, and analytics, and you have a powerful application that will drive your business to higher levels of success. Contact us to discover how we partner with you to drive your success.

Average Rating: 4.1/5.0

Total Reviews: 194

How Do G2 Users Rate Prophet CRM?

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

Who Is the Company Behind Prophet CRM?

  • Seller: Avidian Technologies
  • Year Founded: 2002
  • HQ Location: Bellevue, Washington
  • Twitter: @ProphetCRM
    643 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Financial Services, Construction
  • Company Size: 67% Small, 28% Medium

What Are Recent G2 Reviews of Prophet CRM?

What Are G2 Users Discussing About Prophet CRM?

Platformly

Platformly is a powerful yet easy to use business management and marketing automation tool for busy business owners who are focused on growth. Platformly makes marketing attribution easy by precisely tracking interactions across different campaigns and channels throughout your entire marketing funnel. It helps you understand in unparalleled detail which marketing activities drive the most sales, who your most loyal customers are and what drives growth. BUSINESS DASHBOARDS Dashboards provide your most important business metrics consolidated into one fully customizable dashboard. They offer a real-time overview of what is happening in your business, with the ability to drill down and get the exact data you need at any given time. LINK TRACKING Platformly is your campaign management command center. Seamlessly track campaign performance, user interactions, sales and everything in between and beyond. CRM One central location for managing and strengthening customer relationships. See an overview or choose a contact to see all past interactions with your brand. All data is automatically updated in real-time. LEAD CAPTURE Intuitive customer acquisition tools, from behavior driven opt-in forms to complete, pixel-perfect landing pages. All with an easy drag-and-drop interface to help you launch effective campaigns quickly. EMAIL MARKETING Deliver the right message to the right person at the right time. Use our visual email builder to send beautiful and responsive event-driven or broadcast emails with one of the industry’s highest delivery rates. MARKETING AUTOMATION Turn cold traffic into brand advocates at scale with event-driven campaigns and highly personalized experiences. All can be done visually without writing a single line of code. COMPLETE REPORTS Your essential business data easily accessible through real-time insights and analytics dashboards. Measure and analyze every aspect of your marketing and sales and make decisions with confidence.

Average Rating: 4.5/5.0

Total Reviews: 108

How Do G2 Users Rate Platformly?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Platformly?

  • Seller: Platformly
  • Year Founded: 2017
  • HQ Location: Tortola, British Virgin Islands
  • Twitter: @PlatformlyHQ
    235 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 90% Small, 7% Medium

What Do G2 Reviewers Say About Platformly?

AI-generated summary from verified user reviews

Pros
  • Users find Platformly to be a superb resource for rapid business growth, offering diverse tools and plans for effective campaigns.
  • Users find Platformly offers excellent business support, enabling rapid campaign organization and growth with diverse tools.
  • Users value the comprehensive tools of Platformly, enabling effective organization and rapid business growth.
  • Users find Platformly to be an easy-to-use tool, enabling fast and efficient organization of campaigns and business growth.
  • Users value the extensive tool offerings of Platformly, enabling efficient organization and growth of their businesses.
Cons
  • Users experience occasional performance issues with Platformly, noting it can become sluggish at times.
  • Users experience slow loading times with Platformly, which can hinder their overall user experience.
  • Users experience occasional slow performance, especially during peak times, making the platform feel sluggish.

What Are Recent G2 Reviews of Platformly?

What Are G2 Users Discussing About Platformly?

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InTouch CRM

Reading code is hard! Figstack helps you interpret the details so you can focus on building what matters

Average Rating: 4.1/5.0

Total Reviews: 18

How Do G2 Users Rate InTouch CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 6.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.7/10 (Category avg: 8.6/10)

Who Is the Company Behind InTouch CRM?

  • Seller: InTouchCRM
  • Year Founded: 2022
  • HQ Location: N/A
  • Twitter: @mintlify
    19,708 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    85 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 33% Large

What Do G2 Reviewers Say About InTouch CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of collaboration with InTouch CRM, enhancing teamwork and productivity across the board.
  • Users praise the ease of use in InTouch CRM, facilitating seamless collaboration within teams.
Cons
  • Users often face slow loading times with InTouch CRM, impacting their productivity and overall experience.
  • Users report experiencing slow performance when implementing new programs, impacting efficiency and productivity.

What Are Recent G2 Reviews of InTouch CRM?

What Are G2 Users Discussing About InTouch CRM?

vtenext

vtenext is the Open Source, AI-Native CRM that allows you to: - Manage all business areas by centralizing information and integrating with your company's existing software ecosystem - Automate your business processes thanks to its built-in BPM engine - Harness the power of AI Agents and Kitt: the virtual assistant you can ask to provide information or perform specific actions Simple module and field creation directly from the interface. Focus on data sovereignty: choose whether to use vtenext in the cloud or install it on your own servers. Perfect as a standalone solution or as part of a more complex infrastructure, it seamlessly integrates with any type of business software and tool, such as ERPs, switchboards, e-commerce platforms, calendars, WhatsApp, digital signatures, and more. vtenext brings over 20 years of experience and is trusted by around 2,000 companies of all sizes—from small businesses to multinationals—proving its reliability and flexibility.

Average Rating: 4.6/5.0

Total Reviews: 37

How Do G2 Users Rate vtenext?

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

Who Is the Company Behind vtenext?

  • Seller: vtenext
  • Year Founded: 2011
  • HQ Location: Milano, Lombardia
  • Twitter: @vtenext
    28 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    33 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 66% Small, 29% Medium

What Do G2 Reviewers Say About vtenext?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the easy customization of vtenext, allowing tailored solutions that enhance daily operations efficiently.
  • Users value the exceptional customer support of vtenext, appreciating their responsiveness and helpful consulting insights.
  • Users value the flexibility of vtenext, enabling personalized solutions tailored to their unique business needs.
  • Users value the feature richness of vtenext, finding it easy to customize and integrate into daily tasks.
  • Users value the simplicity and customizability of vtenext, making it easy for anyone to adapt to their needs.
Cons
  • Users face limited customization, needing technical support for modifications and incurring additional costs for changes and updates.
  • Users face challenges with the limited features of vtenext, impacting customization and increasing costs for updates.
  • Users find missing features challenging, as some functionalities are difficult to understand and customize effectively.
  • Users find the additional costs for personalization and updates of vtenext to be quite significant.
  • Users find the experience overwhelming due to the vast features and internal IT policy limitations hindering full utilization.

What Are Recent G2 Reviews of vtenext?

Endear

Endear is the AI-powered clienteling platform for modern retail brands that want to build meaningful customer relationships at scale. With over 2,000 retail stores around the globe driving more than $1 billion in attributed sales, Endear empowers store teams with unified customer profiles, real-time data, and AI that automatically identifies who to reach out to, when, and what to say so associates spend their time selling, not searching. By streamlining outreach across channels like text, email, and WhatsApp, Endear helps deliver personalized, high-impact customer experiences that increase foot traffic and boost sales. With every engagement trackable and actionable, Endear is redefining retail ROI so every store becomes a performance channel and every interaction becomes a revenue moment.

Average Rating: 4.4/5.0

Total Reviews: 34

How Do G2 Users Rate Endear?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Endear?

  • Seller: Endear
  • Company Website:
  • Year Founded: 2016
  • HQ Location: New York, New York, United States
  • LinkedIn® Page: www.linkedin.com
    38 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Retail, Apparel & Fashion
  • Company Size: 56% Medium, 38% Small

What Do G2 Reviewers Say About Endear?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the personalization options in Endear, enhancing customer engagement through creative and meaningful interactions.
  • Users find Endear to be very convenient and easy to use, enhancing organization and tracking of client interactions.
  • Users appreciate the customization options in Endear, allowing for creative boards that enhance customer engagement and storytelling.
  • Users appreciate the creative boards on Endear, enhancing product presentation and fostering meaningful customer interactions.
  • Users value customer engagement through personalized marketing, seamless integration, and meaningful interactions with clients using Endear.
Cons
  • Users find the limited customization options in Endear frustrating, hindering their ability to tailor the product to their needs.
  • Users find difficult customization in Endear, noting restrictions in personalizing designs and making deeper changes.
  • Users desire more creative and organizational features, highlighting the platform's limitations in customer management and customization.
  • Users struggle with limited editing options for templates in Endear, leading to confusion and a need for more customization.
  • Users find the learning curve steep with Endear, noting initial confusion but improvement with experience over time.

What Are Recent G2 Reviews of Endear?

What Are G2 Users Discussing About Endear?

BenchmarkONE

Our all-in-one sales and marketing platform combines email marketing, CRM, and marketing automation to turn emails into conversations, website visitors into handshakes, and customers into raving fans. We also provide marketing agencies with an alternative solution for their small business clients. Find more revenue in your sales pipeline and prevent opportunities from falling through the cracks. Learn more with a free 15-minute discovery call today.

Average Rating: 4.5/5.0

Total Reviews: 180

How Do G2 Users Rate BenchmarkONE?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind BenchmarkONE?

  • Seller: Polaris Software
  • Year Founded: 2004
  • HQ Location: St. Louis, MO
  • Twitter: @BenchmarkEmail
    17,267 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    115 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 79% Small, 16% Medium

What Do G2 Reviewers Say About BenchmarkONE?

AI-generated summary from verified user reviews

Pros
  • Users find BenchmarkONE's ease of use crucial for managing customer relationships and streamlining operations efficiently.
  • Users appreciate the ease of tracking contacts with BenchmarkONE, enhancing their overall management experience.
  • Users value efficient customer relationship management in BenchmarkONE, enhancing lead nurturing and operational streamlining for businesses.
  • Users enjoy the easy access of BenchmarkONE, facilitating smooth transitions and efficient management of customer relationships.
  • Users value the easy setup of BenchmarkONE, which ensures a smooth transition for their businesses.
Cons
  • Users report issues with call reliability and email performance, leading to significant deliverability problems and spam concerns.
  • Users report that email issues from BenchmarkONE lead to messages often landing in spam, affecting communication adversely.
  • Users report unreliable deliverability with BenchmarkONE, causing important emails to end up in spam folders.

What Are Recent G2 Reviews of BenchmarkONE?

What Are G2 Users Discussing About BenchmarkONE?

Agile CRM

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

Average Rating: 4.0/5.0

Total Reviews: 364

How Do G2 Users Rate Agile CRM?

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

Who Is the Company Behind Agile CRM?

  • Seller: Agile CRM
  • Year Founded: 2013
  • HQ Location: Dallas, TX
  • Twitter: @agilecrm
    6,703 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    102 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Agile CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Agile CRM, enjoying its simple interface for streamlined sales management.
  • Users value the effective consolidation of tools in Agile CRM, enhancing simplicity and efficiency for small teams.
  • Users value the affordable all-in-one toolset of Agile CRM, appreciating its intuitive automation and efficiency for small teams.
  • Users value Agile CRM's affordability, appreciating its all-in-one features and excellent value for small teams.
  • Users value the automated workflows of Agile CRM, enhancing organization and efficiency for small and medium-sized businesses.
Cons
  • Users find the interface not intuitive, complicating navigation and the use of advanced features.
  • Users report poor customer support, facing slow responses and difficulties with initial setup and updates.
  • Users find the interface dated and clunky, making navigation and advanced features difficult to use effectively.
  • Users face slow loading times with Agile CRM, which disrupts their workflow, especially with larger datasets.
  • Users find the interface lacking polish compared to competitors, with limited customization and reporting capabilities.

What Are Recent G2 Reviews of Agile CRM?

What Are G2 Users Discussing About Agile CRM?

HubSpot Smart CRM

HubSpot Smart CRM is self-updating, AI-powered software that brings your customer data, teams, and tech stack together in one connected system Core Value Proposition HubSpot Smart CRM is the CRM that works for you, not the other way around. It keeps your CRM current through automatic updates and built-in enrichment, capturing customer conversations, creating and filling records, surfacing important changes, and turning the latest context into actionable next steps. Your team spends less time on data entry and more time building relationships. Updates stay visible, editable, and under your control, so you know what got updated and why. Built on HubSpot’s agentic customer platform, Smart CRM combines AI tools and agents, flexible customer views, automation, reporting, governance, and app connectivity so marketing, sales, and service teams can work from a single source of truth, move faster, and deliver better customer experiences at scale. Key capabilities See your customers clearly - Self-updating and self-cleaning CRM: Updates itself based on what actually happened — using, conversations, emails, notes, and the web — so your CRM data stays accurate and trusted. - Agentic onboarding: makes Smart CRM setup easy: contacts, companies, and deals automatically populate from email and calendar connections. - Breeze Assistant: conversational AI that pulls from self-updating CRM data to create content, reports, analysis, automation, and build and activate agents. - Custom data model: store any type of CRM data with custom objects, events, scoring, and calculations. - Data enrichment: automatically enrich contact and company records using emails, calls, the web, and HubSpot’s data sources. - Notetaker: transcribes notes (including voice notes) and captures follow-up items; deal progression drafts the recap email and next steps for reps. - Deal progression: analyzes conversations and recommends updates to deal stage and qualification fields, then drafts follow-up emails. - Data Agent: get updated answers on business-specific questions about customers and prospects by searching CRM data, emails, calls, documents, and the web. Intent signals: learn who’s in-market for your product and a good fit, what they’re searching for, and the right time to reach out. - AI insights: surface important changes, risks, and next-best actions from customer context stored within your CRM. - Reporting dashboards and analytics: make informed decisions fast with templated dashboards and built-in reports that include multiple visualization types and AI-assisted insights. - Sensitive data controls: protect sensitive customer information with encryption, access controls, SSO, and 2FA-ready governance. - Segmentation: easily segment customer or prospect data into lists that can be used for outreach. Get your team on the same page - Pipeline management: stay on top of deals with multiple pipelines, tags, and automated actions. Conditional logic ensures sales processes are never skipped. - Workflows and AI-assisted workflows: automate tasks and customer communications based on customer behavior and business logic. - Task management: keep reps organized and stay on track with automated task management and queues - Custom reporting and dashboards: turn CRM data into actionable insights across pipeline, attribution, and revenue performance with highly customizable reporting. - Team governance: manage precise permissions, team structures, SSO, 2FA, SOC2 compliance with administrative controls.. - Centralized audit log: track actions taken by users, automations, integrations, and agents. Undo and restore actions. - Automatic duplicate detection: use AI to identify and merge duplicate records, keeping the CRM accurate and usable. - Project management: coordinate customer-facing work, track progress, and automate handoffs without leaving the CRM. Connect all your tools in one place - HubSpot Marketplace: connect to more than 2,000 popular apps, including toolsGoogle Workspace, Microsoft 365, Slack, Zoom, and Shopify. - Data Sync: keep records updated automatically with two-way sync across HubSpot and third-party systems. - Custom CRM interface: visualize the same customer data in the format that makes sense for each team, including tables, charts, and custom views. - Sandbox test account: test changes and integrations safely before pushing them live. - UI extensibility: build custom interfaces and extend HubSpot with APIs to match your business processesIntegrated tool actions in workflows: combine HubSpot automation with external apps to streamline multi-system processes. Smart CRM vs. Alternatives HubSpot’s Smart CRM is different from traditional CRM solutions and AI-native CRMs. It unifies customer data, teams, and tech stacks securely, with self-cleaning capabilities that keep data continuously up-to-date. Leveraging your data and third-party insights, Smart CRM’s built-in AI helps deliver personalized customer experiences at scale. All AI-driven updates keep humans in the loop. Reps and admins can review, edit, or approve before anything is saved to the CRM, with the ability to restore data changes. Unlike standalone AI tools, notetakers, or workflow automation layers, self-updating CRM is built directly into HubSpot’s agentic customer platform and works with the data your team already uses. It’s easy to adopt without requiring a dedicated administrator, while still offering the flexibility to support more complex business needs. Outcome Smart CRM is a self-updating source of truth that helps businesses grow faster by unifying customer data, teams, and tools in one easy-to-use agentic customer platform. By having all business context in one place, Smart CRM becomes a source of truth you can rely on to drive outcomes for your business.

Average Rating: 4.6/5.0

Total Reviews: 98

How Do G2 Users Rate HubSpot Smart CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.7/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind HubSpot Smart CRM?

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

Who Uses This Product?

  • Top Industries: Computer Software, Consulting
  • Company Size: 55% Medium, 38% Small

What Are Recent G2 Reviews of HubSpot Smart CRM?

Teamleader

Teamleader removes the daily hassle of running a business. Our work management software lets you sell, bill and organise work in one place. By centralizing all this information, you stop the chaos of info being spread over different inboxes, Excel sheets and tools. You get a perfect overview of ongoing sales opportunities, projects and payments, and a deep insight into how your business is really performing. More than 60.000 people stay in control of their work every day with our work management solutions. From IT agencies and digital marketers all the way to plumbers and construction companies. Ready for more business and less hassle?

Average Rating: 4.3/5.0

Total Reviews: 52

How Do G2 Users Rate Teamleader?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.8/10 (Category avg: 8.6/10)

Who Is the Company Behind Teamleader?

  • Seller: Teamleader
  • Year Founded: 2012
  • HQ Location: Ghent,Belgium
  • Twitter: @teamleader
    1,022 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    374 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 76% Small, 21% Medium

What Do G2 Reviewers Say About Teamleader?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive project management features of Teamleader, simplifying organization and enhancing team collaboration.
  • Users value the quick and responsive customer support from Teamleader, enhancing their overall user experience significantly.
  • Users love the ease of use with Teamleader, finding it intuitive and straightforward for project management and invoicing.
  • Users love the intuitive interface of Teamleader, making project management and collaboration simple and enjoyable.
  • Users love the intuitive invoicing system in Teamleader, appreciating its simplicity and clear overview of invoices.
Cons
  • Users find the learning curve steep, especially with advanced features like custom reporting and invoicing processes.
  • Users find it difficult to set up advanced features like custom reporting, leading to a frustrating onboarding experience.
  • Users find the complex processes of Teamleader challenging, particularly with invoicing and missing features in the ticketing system.
  • Users find Teamleader's pricing to be expensive, making it a tough choice for smaller businesses or teams.
  • Users find the expertise required to set up advanced features like custom reporting to be challenging.

What Are Recent G2 Reviews of Teamleader?

What Are G2 Users Discussing About Teamleader?

Claritysoft

Clarity CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM, from Claritysoft, was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost.

Average Rating: 4.3/5.0

Total Reviews: 105

How Do G2 Users Rate Claritysoft?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Claritysoft?

  • Seller: Claritysoft
  • Year Founded: 2006
  • HQ Location: Dublin, OH
  • Twitter: @Claritysoft
    375 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    24 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Marketing and Advertising
  • Company Size: 64% Small, 24% Medium

What Do G2 Reviewers Say About Claritysoft?

AI-generated summary from verified user reviews

Pros
  • Users find Claritysoft to be extremely easy to use, simplifying navigation and keeping customer information organized effectively.
  • Users appreciate the easy tracking in Claritysoft, making organization and lead follow-up straightforward and efficient.
  • Users value Claritysoft's organized lead management, facilitating effective tracking and seamless communication with impressive automation features.
  • Users value the automation features of Claritysoft, enhancing productivity with task reminders and follow-up alerts.
  • Users value the easy customization of Claritysoft, allowing tailored dashboards to highlight important metrics effortlessly.
Cons
  • Users find that Claritysoft has feature issues such as a dated interface and limited customization and reporting options.
  • Users find limited customization in Claritysoft, making it challenging to adapt the tool for complex workflows.
  • Users find Claritysoft not user-friendly due to limited customization and a somewhat outdated interface.
  • Users experience slow loading times due to the dated interface, impacting navigation and overall efficiency.

What Are Recent G2 Reviews of Claritysoft?

What Are G2 Users Discussing About Claritysoft?

OneHash CRM

OneHash CRM is an all in business automation tool suitable for all business size, and offers a host of features that can help you increase your business revenue. From lead source mapping to lead nurturing entire sales funnel can be managed on single software. It’s a cloud-based CRM that is very scalable, so you can easily add more users or features as your business grows. It has below must to have features. - Leads can be captured in real time from web forms, contact us forms, Facebook forms, etc. - The sales team can reach prospects via call, email, WhatsApp, or SMS and can set follow-ups. - They can generate quotations and sales invoices directly from the system and send them to clients using OneHash CRM. - Lead owner efficiency, user and role permission setup, and workflow automation can be accomplished in no time.

Average Rating: 4.4/5.0

Total Reviews: 70

How Do G2 Users Rate OneHash CRM?

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

Who Is the Company Behind OneHash CRM?

  • Seller: OneHash
  • Year Founded: 2020
  • HQ Location: Delaware
  • Twitter: @OneHash
    593 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Marketing and Advertising
  • Company Size: 73% Small, 25% Medium

What Do G2 Reviewers Say About OneHash CRM?

AI-generated summary from verified user reviews

Pros
  • Users find OneHash CRM easy to use, simplifying business data management and reducing reliance on multiple software applications.
  • Users love the comprehensive features of OneHash CRM, enabling customization and collaboration across all business units.
  • Users value the extensive customizability of OneHash CRM, tailoring it perfectly to fit unique business requirements.
  • Users value the efficiency of OneHash CRM, achieving cost reduction and streamlined collaboration across business units.
  • Users value the extensive customization options in OneHash CRM, making it adaptable for diverse business needs.
Cons
  • Users find the learning curve steep, complicating initial use and requiring extensive time for effective mastery.
  • Users face challenges with limited customization, finding it confusing and complex, though support can assist.
  • Users find learning difficulty with OneHash CRM due to its complexity and average training resources, complicating the onboarding process.
  • Users find the steep learning curve of OneHash CRM challenging, particularly due to limited documentation and complexity.
  • Users find difficult customization in OneHash CRM challenging, often requiring support for manageable implementation.

What Are Recent G2 Reviews of OneHash CRM?

What Are G2 Users Discussing About OneHash CRM?

SalezShark

SalezShark is the next generation platform that fuels sales and marketing efforts of businesses. Its ‘Relationship Cloud’ makes it stand apart from the crowded traditional CRM market that just offers the automation of sales processes operationally, leaving sales guys to lay much efforts entering data and feeding information. SalezShark’ s Relationship Cloud feeds an intelligent mesh of relationship network to make connections with prospects easier and faster; know their personality traits, so that they are equipped with customer intelligence to do better prospecting and nurture relationships with clients. SalezShark, creates a compelling factor for sales people and gives them a reason to love CRM platform.

Average Rating: 4.4/5.0

Total Reviews: 37

How Do G2 Users Rate SalezShark?

  • 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: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.7/10 (Category avg: 8.6/10)

Who Is the Company Behind SalezShark?

  • Seller: SalezShark
  • Year Founded: 2014
  • HQ Location: Great Falls, US
  • Twitter: @SalezShark
    1,462 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 47% Medium, 42% Small

What Do G2 Reviewers Say About SalezShark?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SalezShark, which allows for quick setup and efficient automation.
  • Users appreciate the easy setup of SalezShark, making it simple to start using and maximizing its features.
  • Users appreciate the user-friendly interface of SalezShark, enabling quick adaptation and streamlined sales processes.
  • Users love the user-friendly interface of SalezShark, facilitating quick setup and efficient selling experiences.
  • Users find SalezShark an affordable solution that effectively optimizes sales and marketing for growing businesses.
Cons
  • Users feel that the pricing of SalezShark is expensive and suggest it could be more affordable for better value.
  • Users feel that SalezShark has limited customization options, making navigation and reporting less user-friendly than desired.
  • Users find the user interface cluttered and not intuitive, making navigation through features somewhat overwhelming.
  • Users find SalezShark to be not user-friendly, describing its interface as cluttered and navigation overwhelming.
  • Users find the interface overwhelming, making navigation difficult and reducing overall usability despite great features.

What Are Recent G2 Reviews of SalezShark?

What Are G2 Users Discussing About SalezShark?

ArcCRM

ArcCRM is a customer relationship management (CRM) platform built for organizations that need a structured way to manage customer interactions, sales activities, and business relationships. It is designed for teams that work with leads, prospects, customers, and ongoing accounts, providing a centralized system for storing and organizing customer-related information. For many businesses, customer data is often spread across emails, spreadsheets, notes, and multiple software applications. As the volume of customer interactions increases, it can become difficult to keep track of conversations, follow-up activities, sales opportunities, and account histories. A CRM system addresses this challenge by bringing relevant information together in a single environment where teams can access and update records as needed. ArcCRM helps users maintain detailed customer profiles, track communication history, manage sales pipelines, and monitor the progress of opportunities from initial contact through ongoing engagement. By consolidating customer information in one location, the platform supports better visibility into customer relationships and helps reduce the risk of important details being overlooked. The software is suitable for sales teams, account managers, customer service departments, business development professionals, and organizations that rely on regular customer interactions. It can also be useful for businesses looking to improve collaboration between departments by ensuring that employees have access to consistent and up-to-date customer information. A CRM platform such as ArcCRM is often needed when businesses reach a point where manual methods of tracking customer information become difficult to manage. Centralized recordkeeping, activity tracking, and relationship management can help teams maintain organization and gain a clearer understanding of customer engagement across different stages of the business process. Overall, ArcCRM serves as a business management tool that helps organizations organize customer data, track interactions, manage sales-related activities, and maintain a comprehensive view of their customer relationships over time.

Average Rating: 4.6/5.0

Total Reviews: 25

How Do G2 Users Rate ArcCRM?

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

Who Is the Company Behind ArcCRM?

  • Seller: Archarina
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®
  • Phone: +1 (732) 705 - 7771

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 84% Medium, 16% Small

What Do G2 Reviewers Say About ArcCRM?

AI-generated summary from verified user reviews

Pros
  • Users value the easy tracking feature, ensuring no leads are overlooked while managing the sales process efficiently.
  • Users value the automation features of ArcCRM, enabling efficient campaign management and time-saving follow-ups.
  • Users value the efficient customer management features of ArcCRM, enhancing campaign setup and personalizing client outreach.
  • Users praise the ease of use in ArcCRM, allowing efficient campaign management and automated follow-ups.
  • Users value the efficiency of ArcCRM for automating follow-ups and managing multiple campaigns effortlessly.
Cons
  • Users feel that the learning curve for ArcCRM can be steep, requiring patience to master its features.
  • Users find the integration issues with existing systems to be challenging, impacting their overall experience with ArcCRM.
  • Users notice occasional minor glitches in the mobile version, though they do not significantly impact usability.
  • Users wish for more visual representation in the reporting tool of ArcCRM to enhance data comprehension.
  • Users express a desire for a more customizable dashboard, feeling limited by the current configuration options.

What Are Recent G2 Reviews of ArcCRM?

Fitnet Manager

Fitnet Manager is a 100% SaaS collaborative ERP designed for IT services companies, consulting firms, and professional service providers who want to manage their business with a clear and unified vision. Its core strength lies in project-based management. Every project or mission is treated as a unique business case, tracked from start to finish: from commercial opportunities and quotes to resource planning, time tracking, expense management, invoicing, and profitability analysis. This gives companies real-time visibility into margins and financial performance. With Fitnet Manager, all operations are centralized in one platform. Sales and CRM functions manage pipelines, quotes, contracts, and subscriptions. Project management and professional services automation cover multi-project planning, time tracking, and resource allocation. HR and administration modules handle leave, absences, expenses, and skills management. Finance and reporting features provide automated invoicing, multi-currency support, reconciliations, and consolidated reporting. Delivered as a SaaS solution, Fitnet Manager combines user-friendly design, flexible configuration, and open connectivity through APIs and integrations to adapt to each organization. With more than 15 years of experience, it supports hundreds of IT services firms and consulting companies in their growth and transformation.

Average Rating: 4.0/5.0

Total Reviews: 17

How Do G2 Users Rate Fitnet Manager?

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

Who Is the Company Behind Fitnet Manager?

  • Seller: Fitnet Manager
  • Year Founded: 2007
  • HQ Location: Montpellier, France
  • Twitter: @FitnetManager
    763 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 44% Medium, 39% Large

What Are Recent G2 Reviews of Fitnet Manager?

What Are G2 Users Discussing About Fitnet Manager?

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