# Best CRM Software for Medium-Sized Businesses *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall CRM category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business CRM category. In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Medium-Sized Business CRM Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. ## Top CRM Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,647 reviews) | AI-automated pipeline-to-close CRM workflows | "[Centralized Sales Management with a Great UI, Integrations, and Organized Training](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12997474)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,246 reviews) | Pipeline visibility with automated sales sequencing | "[Automates Follow-Ups and Reminders, So No Lead Slips Through](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12952644)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,027 reviews) | Visual sales pipeline with deal-stage automation | "[Intuitive and Customizable, Perfect for Business Use (SMBs)](https://www.g2.com/survey_responses/pipedrive-review-12938416)" | | 4 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,825 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)" | | 5 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,029 reviews) | High-velocity outbound sales with built-in dialer | "[Efficient CRM with Easy Setup and Strong Follow-Up Tools](https://www.g2.com/survey_responses/close-review-11140783)" | | 6 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (830 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Bigin simplifies CRM with a clean and focused interface](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12886414)" | | 7 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,166 reviews) | Behavior-triggered CRM with automation workflows | "[Clear UI and Best-in-Class Automations Make CRM Management Effortless](https://www.g2.com/survey_responses/activecampaign-review-12689317)" | | 8 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,161 reviews) | Visual pipeline tracking with no-code automation | "[Essential Task Scheduler with Room for Feature Growth](https://www.g2.com/survey_responses/monday-crm-review-12737591)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (627 reviews) | Omnichannel CRM with white-label automation workflows | "[Outstanding C ***** 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email](https://www.g2.com/survey_responses/highlevel-review-12853292)" | | 10 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (889 reviews) | SAP-native lead-to-cash pipeline visibility | "[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)" | ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,047 ### Category Stats (Jun 2026) - **Average Rating**: 4.38/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Superleap (+0.389) - Among all products in this category, Superleap recorded the largest rating increase compared to last month *Last updated: June 01, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,700+ Authentic Reviews - 1,047+ 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. --- **Sponsored** ### SAP Sales Cloud SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%2Fmid-market&secure%5Btoken%5D=a7d74cd577cd63c49467790f90d55fc86fae06807cb7041b79a2500de93ff2a0&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fproducts%2Fcrm%2Fsales-cloud.html&secure%5Burl_type%5D=paid_promos) --- ## CRM Software Features & Capabilities ### What are the Best CRM Software with Campaign Management? Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. **Top-rated CRM Software for Campaign Management:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Campaign Management](https://www.g2.com/categories/crm/f/campaign-management) ### What are the Best CRM Software with Social Collaboration Features? Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone **Top-rated CRM Software for Social Collaboration Features:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Collaboration Features](https://www.g2.com/categories/crm/f/social-collaboration-features) ### What are the Best CRM Software with Marketing ROI Analytics? Enables analysis of effectiveness of an organizations various marketing activities **Top-rated CRM Software for Marketing ROI Analytics:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Marketing ROI Analytics](https://www.g2.com/categories/crm/f/marketing-roi-analytics) ### What are the Best CRM Software with Document & Content Mgmt.? Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. **Top-rated CRM Software for Document & Content Mgmt.:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Document & Content Mgmt.](https://www.g2.com/categories/crm/f/document-content-mgmt) ### What are the Best CRM Software with Social Network Integration? Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. **Top-rated CRM Software for Social Network Integration:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Network Integration](https://www.g2.com/categories/crm/f/social-network-integration) ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,647 **How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 34% Enterprise #### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons? **Pros:** - Ease of Use (3657 reviews) - Features (3166 reviews) - Lead Management (2051 reviews) - Customization (1641 reviews) - Customizability (1620 reviews) **Cons:** - Learning Curve (1830 reviews) - Limitations (1412 reviews) - Missing Features (1147 reviews) - Limited Features (1126 reviews) - Expensive (1109 reviews) ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Agentforce Sales, finding streamlined workflows enhance productivity and data management. - Users value the **feature-rich nature** of Agentforce Sales, enhancing their selling capabilities and overall efficiency. - Users value the **comprehensive lead management** capabilities of Agentforce Sales, enhancing productivity and visibility throughout the sales process. - Users appreciate the **extensive customization options** of Agentforce Sales, allowing tailored solutions for any business needs. - Users value the **extensive customizability** of Agentforce Sales, allowing tailored solutions for diverse business needs. **Cons:** - Users find the **learning curve steep** , struggling with complex setup and navigation of features in Agentforce Sales. - Users express dissatisfaction with **limitations of package options** and the complexity of governance and infrastructure changes. - Users find the **missing features** in Agentforce Sales hinder their ability to efficiently manage opportunities and create reports. - Users find the **limited features** of Agentforce Sales require additional time and expertise for effective setup and customization. - Users find the product **expensive** compared to alternatives, impacting its overall accessibility and usability for smaller businesses. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Agentforce AI Streamlined Our CRM with Seamless Automation and Forecasting](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12973017)"** **Rating:** 5.0/5.0 stars *— Parth P.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12973017) --- **"[Centralized Sales Management with a Great UI, Integrations, and Organized Training](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12997474)"** **Rating:** 4.0/5.0 stars *— Juan Pablo C.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12997474) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,246 **How Do G2 Users Rate HubSpot Sales Hub?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind HubSpot Sales Hub?** - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** https://hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot (784,270 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small-Business, 35% Mid-Market #### What Are HubSpot Sales Hub's Pros and Cons? **Pros:** - Ease of Use (1430 reviews) - Helpful (760 reviews) - Features (702 reviews) - Lead Management (671 reviews) - Intuitive (617 reviews) **Cons:** - Missing Features (500 reviews) - Limited Features (472 reviews) - Learning Curve (447 reviews) - Expensive (344 reviews) - Limited Customization (319 reviews) ### What Do G2 Reviewers Say About HubSpot Sales Hub? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive ease of use** of HubSpot Sales Hub, enjoying its comprehensive solutions and seamless integrations. - Users appreciate the **comprehensive visibility** of HubSpot Sales Hub, enhancing their sales management and decision-making processes. - Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing flexibility and productivity in sales processes. - Users appreciate the **comprehensive lead management** tools in HubSpot Sales Hub, enhancing organization and decision-making efficiency. - Users love the **intuitive interface** of HubSpot Sales Hub, making navigation and selling smooth and effective. **Cons:** - Users are disappointed with the **missing features** like multiple leads with the same phone number and mobile app limitations. - Users find the **limited features** of HubSpot Sales Hub, like dashboard constraints and a basic mobile app, disappointing. - Users note a **large learning curve** in navigating HubSpot Sales Hub, often finding it confusing without adequate training. - Users find HubSpot Sales Hub **expensive** with increasing costs and frustrating issues affecting their productivity and experience. - Users find HubSpot Sales Hub's **limited customization** frustrating, often needing workarounds for basic email sequences and workflows. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **"[Automates Follow-Ups and Reminders, So No Lead Slips Through](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12952644)"** **Rating:** 4.5/5.0 stars *— Prabhat C.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12952644) --- **"[Comprehensive and User-Friendly CRM for Streamlined Sales Processes](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871)"** **Rating:** 4.5/5.0 stars *— Raj K.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871) --- #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments - [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments - [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments ### 3. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,825 **How Do G2 Users Rate Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Zoho CRM?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 62% Small-Business, 33% Mid-Market #### What Are Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (271 reviews) - Features (172 reviews) - Integrations (140 reviews) - Lead Management (116 reviews) - Easy Integrations (115 reviews) **Cons:** - Learning Curve (112 reviews) - Limited Features (71 reviews) - Integration Issues (70 reviews) - Complexity (68 reviews) - Poor Customer Support (67 reviews) ### What Do G2 Reviewers Say About Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Zoho CRM's **ease of use** refreshing, allowing intuitive navigation without unnecessary complications. - Users love the **robust features** of Zoho CRM, highlighting its ease of use and exceptional customer support. - Users love the **seamless integrations** of Zoho CRM, enabling a smooth workflow and enhancing data connectivity with ease. - Users value the **efficient lead management** in Zoho CRM, enhancing smooth workflows and daily lead uploads. - Users love the **seamless integrations** of Zoho CRM, allowing efficient data synchronization across various platforms for better customer management. **Cons:** - Users find the **learning curve challenging** , particularly with advanced features that require time to master. - Users find the **limited features** of Zoho CRM restrict their ability to automate and integrate effectively. - Users face **integration issues** with Zoho CRM, hindering seamless functionality and complicating workflows across different systems. - Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems. - Users experience **poor customer support** , often finding representatives untrained and queries inadequately handled. #### What Are Recent G2 Reviews of Zoho CRM? **"[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)"** **Rating:** 5.0/5.0 stars *— Kristina Y.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-12765202) --- **"[User-Friendly, Feature-Rich CRM That Streamlines Work and Boosts Productivity](https://www.g2.com/survey_responses/zoho-crm-review-12762599)"** **Rating:** 5.0/5.0 stars *— Suraj B.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-12762599) --- #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote ### 4. [Oracle CRM On Demand](https://www.g2.com/products/oracle-crm-on-demand/reviews) Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. **Average Rating:** 3.8/5.0 **Total Reviews:** 98 **How Do G2 Users Rate Oracle CRM On Demand?** - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Oracle CRM On Demand?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 52% Enterprise, 47% Mid-Market #### What Are Oracle CRM On Demand's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Easy Integration (2 reviews) - Customer Support (1 reviews) - Easy Access (1 reviews) - Easy Implementation (1 reviews) **Cons:** - Limited Customization (2 reviews) - Not Intuitive (2 reviews) - Integration Issues (1 reviews) - Not User-Friendly (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Oracle CRM On Demand? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Oracle CRM On Demand, finding it simple to learn and implement. - Users find **easy integration** with Oracle CRM On Demand enhances usability and simplifies implementation for their needs. - Users find the **customer support easy to contact** , enhancing their experience with Oracle CRM On Demand. - Users appreciate the **easy access** of Oracle CRM On Demand, enabling convenient use from anywhere without server maintenance hassles. - Users appreciate the **easy implementation** of Oracle CRM On Demand, making it accessible and efficient for regular use. **Cons:** - Users find **limited customization** options in Oracle CRM On Demand hinder their ability to tailor the application effectively. - Users find Oracle CRM On Demand **not intuitive** , with a dated interface that hinders user adoption and efficiency. - Users face **integration issues** with Oracle CRM On Demand, particularly regarding search and duplication functionalities. - Users find Oracle CRM On Demand to be **not user-friendly** , often struggling with slow task completion. - Users find **slow performance** in Oracle CRM On Demand, leading to delays in completing necessary tasks. #### What Are Recent G2 Reviews of Oracle CRM On Demand? **"["A Heavyweight Enterprise CRM Built for Deep Analytics"](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12877400)"** **Rating:** 5.0/5.0 stars *— kaushal p.* [Read full review](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12877400) --- **"[Oracle CRM: Rock-Solid Hierarchies, RBAC, and Workflow Automation](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12933372)"** **Rating:** 5.0/5.0 stars *— Anup A.* [Read full review](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12933372) --- #### What Are G2 Users Discussing About Oracle CRM On Demand? - [What do you like most about Oracle CRM On Demand, and how does it compare to other CRM solutions?](https://www.g2.com/discussions/what-do-you-like-most-about-oracle-crm-on-demand-and-how-does-it-compare-to-other-crm-solutions) - [What is Oracle CRM On Demand used for?](https://www.g2.com/discussions/what-is-oracle-crm-on-demand-used-for) - [Is Salesforce better than Oracle?](https://www.g2.com/discussions/is-salesforce-better-than-oracle) - [What CRM does Oracle use?](https://www.g2.com/discussions/what-crm-does-oracle-use) - [Does Oracle have a CRM?](https://www.g2.com/discussions/oracle-crm-on-demand-does-oracle-have-a-crm) ### 5. [Pipedrive](https://www.g2.com/products/pipedrive/reviews) Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales. **Average Rating:** 4.3/5.0 **Total Reviews:** 3,027 **How Do G2 Users Rate Pipedrive?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Pipedrive?** - **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive) - **Company Website:** https://www.pipedrive.com - **Year Founded:** 2010 - **HQ Location:** New York - **Twitter:** @pipedrive (14,355 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1876917/ (1,045 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Sales Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 71% Small-Business, 23% Mid-Market #### What Are Pipedrive's Pros and Cons? **Pros:** - Ease of Use (573 reviews) - Intuitive (254 reviews) - Simple (242 reviews) - Helpful (230 reviews) - Integrations (209 reviews) **Cons:** - Missing Features (230 reviews) - Limited Features (151 reviews) - Learning Curve (118 reviews) - Integration Issues (108 reviews) - Expensive (102 reviews) ### What Do G2 Reviewers Say About Pipedrive? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Pipedrive, appreciating its intuitive interface and seamless customization options. - Users find Pipedrive's interface to be **intuitive** , making customization and navigation seamless for all experience levels. - Users appreciate the **user-friendly interface** of Pipedrive, making management and organization effortless and efficient. - Users find Pipedrive **extremely helpful** for client management, organization, and intuitive navigation throughout their sales processes. - Users value the **seamless integrations** of Pipedrive, enhancing campaign management and overall organizational efficiency. **Cons:** - Users are frustrated by **missing features** and high costs for essential add-ons in Pipedrive. - Users find Pipedrive's **limited features** restrict their ability to perform detailed analyses and necessitate upgrades. - Users find the **learning curve steep** , often requiring more training to navigate Pipedrive's features effectively. - Users experience significant **integration issues** with Pipedrive, especially with Google Calendar lacking essential meeting details. - Users find Pipedrive **expensive** with high subscription costs and costly add-on options for solo practices. #### What Are Recent G2 Reviews of Pipedrive? **"[Intuitive and Customizable, Perfect for Business Use (SMBs)](https://www.g2.com/survey_responses/pipedrive-review-12938416)"** **Rating:** 5.0/5.0 stars *— Guido M.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-12938416) --- **"[Fast, Intuitive Pipelines with Reliable Automations and Integrations](https://www.g2.com/survey_responses/pipedrive-review-12930901)"** **Rating:** 4.0/5.0 stars *— Jonathan H.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-12930901) --- #### What Are G2 Users Discussing About Pipedrive? - [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments - [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments - [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/what-is-pipedrive-used-for) - 1 comment ### 6. [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities **Average Rating:** 4.2/5.0 **Total Reviews:** 889 **How Do G2 Users Rate SAP Sales Cloud?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind SAP Sales Cloud?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** https://www.sap.com/ - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Consultant, Associate Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 45% Enterprise, 36% Mid-Market #### What Are SAP Sales Cloud's Pros and Cons? **Pros:** - Ease of Use (101 reviews) - Integrations (65 reviews) - Analytics (61 reviews) - Integration (60 reviews) - Lead Management (58 reviews) **Cons:** - Learning Curve (86 reviews) - Limited Customization (49 reviews) - Complexity (41 reviews) - Not Intuitive (37 reviews) - Expensive (36 reviews) ### What Do G2 Reviewers Say About SAP Sales Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of SAP Sales Cloud, enhancing performance and streamlining business strategies effectively. - Users value the **seamless integrations** with other SAP products, enhancing sales management and decision-making efficiency. - Users value the **detailed analytics** of SAP Sales Cloud, which simplifies decision-making and enhances sales strategies. - Users appreciate the **seamless integration** with other SAP products, enhancing overall functionality and user experience. - Users value the **effective lead management** in SAP Sales Cloud that enhances sales productivity and real-time insights. **Cons:** - Users find the **learning curve steep** with SAP Sales Cloud, making initial setup and navigation quite challenging. - Users find **limited customization** in SAP Sales Cloud, leading to inefficiencies in daily sales tasks and workflows. - Users find the **complexity** of SAP Sales Cloud to hinder usability, affecting training and overall adoption rates. - Users find SAP Sales Cloud to be **not intuitive** , struggling with its steep learning curve and sluggish performance. - Users find the **implementation costly** , often requiring extra resources, which raises the overall investment substantially. #### What Are Recent G2 Reviews of SAP Sales Cloud? **"[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)"** **Rating:** 4.5/5.0 stars *— Alexander C.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761) --- **"[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)"** **Rating:** 4.5/5.0 stars *— Carlos Q.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624) --- #### What Are G2 Users Discussing About SAP Sales Cloud? - [What is SAP CRM used for?](https://www.g2.com/discussions/what-is-sap-crm-used-for) - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/sap-cloud-for-customer-what-sap-components-are-included-in-sap-crm) - 1 comment - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/what-sap-components-are-included-in-sap-crm) - 1 comment - [Is SAP CRM cloud based?](https://www.g2.com/discussions/is-sap-crm-cloud-based) - 1 comment - [What is CRM system in SAP?](https://www.g2.com/discussions/what-is-crm-system-in-sap) - 1 comment ### 7. [Oracle Sales Cloud](https://www.g2.com/products/oracle-sales-cloud/reviews) Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance. The key elements of Oracle Sales Cloud's SFA solution are vast. They include: • Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools • A comprehensive partner relationship management offering to manage channel sales and partner management • Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation • Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence • A customer data management system to ensure clean, consolidated and complete customer information. With rich functional capabilities and a comprehensive feature set, Oracles Sales Cloud provides a more modern approach to sales execution. **Average Rating:** 3.9/5.0 **Total Reviews:** 140 **How Do G2 Users Rate Oracle Sales Cloud?** - **Has the product been a good partner in doing business?:** 7.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Oracle Sales Cloud?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 49% Enterprise, 39% Mid-Market #### What Are Oracle Sales Cloud's Pros and Cons? **Pros:** - Integration (4 reviews) - Feature Richness (3 reviews) - User-Friendly (3 reviews) - Customer Support (2 reviews) - Ease of Use (2 reviews) **Cons:** - Learning Curve (5 reviews) - High Complexity (3 reviews) - Not User-Friendly (2 reviews) - Slow Performance (2 reviews) - Bugs (1 reviews) ### What Do G2 Reviewers Say About Oracle Sales Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **s seamless integration** of Oracle Sales Cloud, enhancing visibility and efficiency across Oracle systems. - Users value the **feature richness** of Oracle Sales Cloud, finding it enhances data handling and sales management efficiency. - Users appreciate the **user-friendly interface** of Oracle Sales Cloud, making it easy to navigate and use frequently. - Users appreciate the **responsive customer support** of Oracle Sales Cloud, ensuring smooth operations and effective problem resolution. - Users find Oracle Sales Cloud to be very **easy to use** , enjoying its simple interface and multiple features. **Cons:** - Users experience a significant **learning curve** with Oracle Sales Cloud, making it challenging to navigate effectively. - Users often find the **high complexity** of Oracle Sales Cloud challenging, particularly during initial implementation and customization. - Users find the platform **not user-friendly** , citing a steep learning curve and complexity that hinders adoption. - Users find the **slow performance** of Oracle Sales Cloud frustrating, particularly with large datasets and complex reports. - Users experience **bugs with limited data availability** and unpredictable behavior when uploading JPEG files, leading to frustration. #### What Are Recent G2 Reviews of Oracle Sales Cloud? **"[Centralized Sales Visibility and Automation with Strong Analytics in Oracle Sales Cloud](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276)"** **Rating:** 4.5/5.0 stars *— Natalie H.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276) --- **"[Excellent Pipeline Visibility Helps Easily Track Customer Interactions to Improve Conversion Rates](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12944962)"** **Rating:** 5.0/5.0 stars *— Kayla E.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12944962) --- #### What Are G2 Users Discussing About Oracle Sales Cloud? - [Is Salesforce an Oracle product?](https://www.g2.com/discussions/is-salesforce-an-oracle-product) - 2 comments - [Is Oracle CRM cloud based?](https://www.g2.com/discussions/is-oracle-crm-cloud-based) - [What is Oracle Sales Cloud?](https://www.g2.com/discussions/what-is-oracle-sales-cloud) - 1 comment - [What is Oracle engagement cloud?](https://www.g2.com/discussions/what-is-oracle-engagement-cloud) - 1 comment ### 8. [Zoho CRM Plus](https://www.g2.com/products/zoho-crm-plus-2018-12-06/reviews) Zoho CRM Plus is a unified customer experience platform that helps you bridge the gap between your sales, marketing, and customer service teams and deliver an exceptional customer experience. It combines sales automation, visitor tracking, intelligent chat bots, customer service, project management, email marketing, social media, customer surveys, built-in AI, and unified analytics—all on one platform. **Average Rating:** 4.4/5.0 **Total Reviews:** 126 **How Do G2 Users Rate Zoho CRM Plus?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Zoho CRM Plus?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** Data Analyst - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 53% Small-Business, 37% Mid-Market #### What Are Zoho CRM Plus's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Efficiency (18 reviews) - Integrations (16 reviews) - Automation (15 reviews) - Integration (15 reviews) **Cons:** - Learning Curve (23 reviews) - Not Intuitive (9 reviews) - Overwhelming Experience (9 reviews) - Limited Customization (7 reviews) - Overwhelming (7 reviews) ### What Do G2 Reviewers Say About Zoho CRM Plus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Zoho CRM Plus, enabling quick onboarding and productive teamwork without extensive training. - Users appreciate the **efficiency** of Zoho CRM Plus, streamlining operations by integrating all functions into one platform. - Users value the **seamless integrations** of Zoho CRM Plus, enhancing communication and streamlining workflow across departments. - Users value the **automation features** of Zoho CRM Plus, enhancing organization and efficiency across their businesses. - Users value the **seamless integration** of Zoho CRM Plus, enhancing efficiency in managing sales and customer communication. **Cons:** - Users find the **learning curve steep** with Zoho CRM Plus, as the interface and features can be overwhelming initially. - Users find Zoho CRM Plus **not intuitive** , with a complex interface that can overwhelm and frustrate new users. - Users find the **overwhelming experience** of Zoho CRM Plus due to its complexity and steep learning curve challenging. - Users find the **limited customization** options in Zoho CRM Plus restrict their ability to tailor the system effectively. - Users find the **overwhelming nature** of Zoho CRM Plus challenging due to its many features and steep learning curve. #### What Are Recent G2 Reviews of Zoho CRM Plus? **"[Highly Customizable CRM That Centralizes Data and Automates Follow-Ups](https://www.g2.com/survey_responses/zoho-crm-plus-review-12746508)"** **Rating:** 5.0/5.0 stars *— Jena R.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-12746508) --- **"[Comprehensive CRM with Intuitive UI and Effective Automation](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057)"** **Rating:** 4.5/5.0 stars *— Jeni J.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057) --- #### What Are G2 Users Discussing About Zoho CRM Plus? - [What are key features of a CRM system?](https://www.g2.com/discussions/zoho-crm-plus-what-are-key-features-of-a-crm-system) - 1 comment - [What features Zoho?](https://www.g2.com/discussions/zoho-crm-plus-what-features-zoho) - [What apps come with Zoho CRM Plus?](https://www.g2.com/discussions/what-apps-come-with-zoho-crm-plus) - 2 comments - [What is included with Zoho plus?](https://www.g2.com/discussions/what-is-included-with-zoho-plus) ### 9. [EngageBay](https://www.g2.com/products/engagebay/reviews) EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle. **Average Rating:** 4.6/5.0 **Total Reviews:** 663 **How Do G2 Users Rate EngageBay?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind EngageBay?** - **Seller:** [EngageBay Inc](https://www.g2.com/sellers/engagebay-inc) - **Company Website:** https://www.engagebay.com/ - **Year Founded:** 2018 - **HQ Location:** Wilmington, Delaware - **Twitter:** @engagebay (16,866 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/13655085/ (54 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Marketing Manager, CEO - **Top Industries:** Information Technology and Services, Staffing and Recruiting - **Company Size:** 70% Small-Business, 32% Mid-Market #### What Are EngageBay's Pros and Cons? **Pros:** - Ease of Use (244 reviews) - Automation (170 reviews) - Customer Support (167 reviews) - Features (167 reviews) - Automations (141 reviews) **Cons:** - Missing Features (108 reviews) - Limited Features (85 reviews) - Reporting Issues (74 reviews) - Limited Customization (69 reviews) - Poor Reporting (64 reviews) ### What Do G2 Reviewers Say About EngageBay? *AI-generated summary from verified user reviews* **Pros:** - Users find EngageBay's **ease of use** invaluable for streamlining workflows and improving efficiency across tasks. - Users value the **efficient automation** in EngageBay that simplifies workflows and enhances overall productivity. - Users commend EngageBay's **excellent customer support** , highlighting responsive assistance that enhances their overall experience with the platform. - Users value the **seamless integration** of CRM, email, and automation in EngageBay, streamlining their workflow efficiently. - Users appreciate the **time-saving automation** of EngageBay, enhancing organization and streamlining workflows across various tasks. **Cons:** - Users find the **missing features** frustrating, noting a need for templates, threading, and advanced data analysis. - Users are frustrated with the **limited features** of EngageBay, particularly the lack of email threading and mobile app functionality. - Users find **reporting issues** in EngageBay, noting limitations and a need for more detailed reports for specific industries. - Users find the **limited customization** options for features like landing pages and workflows frustrating and restrictive. - Users find EngageBay's **reporting features inadequate** for in-depth analysis and advanced customization needs. #### What Are Recent G2 Reviews of EngageBay? **"[EngageBay Streamlines Contact Management and Email Campaigns with Time-Saving Automation](https://www.g2.com/survey_responses/engagebay-review-12970259)"** **Rating:** 4.5/5.0 stars *— Emma T.* [Read full review](https://www.g2.com/survey_responses/engagebay-review-12970259) --- **"[EngageBay Makes Follow-Ups Effortless with a Clear Contact View and Smart Automation](https://www.g2.com/survey_responses/engagebay-review-12993838)"** **Rating:** 4.5/5.0 stars *— Cosmin S.* [Read full review](https://www.g2.com/survey_responses/engagebay-review-12993838) --- #### What Are G2 Users Discussing About EngageBay? - [What is EngageBay All-in-One Suite used for?](https://www.g2.com/discussions/what-is-engagebay-all-in-one-suite-used-for) ### 10. [Close](https://www.g2.com/products/close/reviews) Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity. **Average Rating:** 4.7/5.0 **Total Reviews:** 2,029 **How Do G2 Users Rate Close?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Close?** - **Seller:** [Close](https://www.g2.com/sellers/close) - **Company Website:** https://close.com - **Year Founded:** 2013 - **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States - **Twitter:** @Close (6,592 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2597204/ (213 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 76% Small-Business, 20% Mid-Market #### What Are Close's Pros and Cons? **Pros:** - Ease of Use (818 reviews) - Helpful (440 reviews) - Features (394 reviews) - Simple (386 reviews) - Intuitive (358 reviews) **Cons:** - Missing Features (244 reviews) - Call Issues (181 reviews) - Limited Features (150 reviews) - Limited Customization (95 reviews) - Learning Curve (92 reviews) ### What Do G2 Reviewers Say About Close? *AI-generated summary from verified user reviews* **Pros:** - Users find Close to be **easy to use** , with a user-friendly interface that streamlines daily processes effectively. - Users appreciate the **user-friendly interface** of Close, enhancing productivity for both sales teams and reporting tasks. - Users value the **ease of communication management** with Close, enhancing interaction efficiency and overall client relationship quality. - Users love the **intuitive interface** of Close, making lead management and follow-ups effortless and efficient. - Users love the **intuitive design** of Close, appreciating its simplicity and efficiency for seamless navigation. **Cons:** - Users note the **missing features** in Close, particularly on the mobile app, which limits functionality on the go. - Users often face **call issues** , including disconnections from devices, affecting the overall experience with Close. - Users feel the **limited features** in Close hinder their experience, requiring additional tools for full functionality. - Users feel the product has **limited customization** , hindering advanced reporting and tailored experiences for diverse workflows. - Users find the **learning curve challenging** due to merging leads and adapting to default fields and UX limitations. #### What Are Recent G2 Reviews of Close? **"[Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement](https://www.g2.com/survey_responses/close-review-9339114)"** **Rating:** 4.5/5.0 stars *— Gaël L.* [Read full review](https://www.g2.com/survey_responses/close-review-9339114) --- **"[Efficient CRM with Easy Setup and Strong Follow-Up Tools](https://www.g2.com/survey_responses/close-review-11140783)"** **Rating:** 5.0/5.0 stars *— Elle C.* [Read full review](https://www.g2.com/survey_responses/close-review-11140783) --- #### What Are G2 Users Discussing About Close? - [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments - [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment ### 11. [Mekari Qontak](https://www.g2.com/products/mekari-qontak/reviews) Mekari Qontak is a leading and expert provider of enterprise Omnichannel CRM technology leveraging scalable API technology. Built on a SaaS model, Qontak enables businesses to rapidly grow their sales, customer service and operations. Our solutions empower businesses using WhatsApp & Instagram, social media, e-commerce, voice calls, KPIs and offline activities within a unified SaaS CRM technology. **Average Rating:** 4.7/5.0 **Total Reviews:** 31 **How Do G2 Users Rate Mekari Qontak?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (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 Mekari Qontak?** - **Seller:** [Mekari](https://www.g2.com/sellers/mekari) - **Year Founded:** 2015 - **HQ Location:** Jakarta Pusat, ID - **Twitter:** @mekaricom (168 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/mekari/ (1,688 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 55% Mid-Market, 35% Small-Business #### What Are Mekari Qontak's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Integration (4 reviews) - User Interface (4 reviews) - Customer Support (3 reviews) - Intuitive (3 reviews) **Cons:** - Complex Setup (1 reviews) - Connectivity Issues (1 reviews) - Expertise Required (1 reviews) - Incomplete Information (1 reviews) - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About Mekari Qontak? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Mekari Qontak, enjoying its intuitive features for seamless customer interactions. - Users find the **seamless integration** with WhatsApp Business API incredibly beneficial for managing customer conversations. - Users love the **user-friendly interface** of Mekari Qontak, making chat management and marketing broadcasts effortless. - Users value the **responsive customer support** of Mekari Qontak, ensuring smooth operations and quick problem resolution. - Users find Mekari Qontak's **intuitive interface** and accessibility crucial for effective remote work and customer interaction. **Cons:** - Users find the **complex setup** for advanced custom reports time-consuming, but value the actionable insights post-configuration. - Users experience **connectivity issues** with Mekari Qontak, leading to confusion about account activation across devices. - Users find that **expertise is required** for configuring advanced reports, although they are ultimately beneficial once established. - Users feel the **reporting and analytics are incomplete** , lacking the detailed insights needed for effective campaign measurement. - Users experience **integration issues** with Qontak, as WhatsApp Business is restricted to Qontak platforms only. #### What Are Recent G2 Reviews of Mekari Qontak? **"[Mekari Qontak Centralizes Channels for Faster, Clearer Customer Communication](https://www.g2.com/survey_responses/mekari-qontak-review-12750544)"** **Rating:** 5.0/5.0 stars *— chatelia n.* [Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12750544) --- **"[Mekari Qontak Makes Customer Communication Faster and More Organized](https://www.g2.com/survey_responses/mekari-qontak-review-12430999)"** **Rating:** 5.0/5.0 stars *— Yosua B.* [Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12430999) --- #### What Are G2 Users Discussing About Mekari Qontak? - [What is Qontak by Mekari used for?](https://www.g2.com/discussions/what-is-qontak-by-mekari-used-for) - 1 comment ### 12. [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) As the world's #1 AI Cloud ERP solution for more than 25 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on financials and ERP, we now provide an AI-powered integrated system that also includes inventory management, HR, professional services automation, and commerce, and is used by more than 43,000 customers in 220 countries. **Average Rating:** 4.1/5.0 **Total Reviews:** 4,684 **How Do G2 Users Rate NetSuite?** - **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.1/10 (Category avg: 8.6/10) **Who Is the Company Behind NetSuite?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Company Website:** https://www.oracle.com/middleware/technologies/api-manager.html - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Accounting Manager - **Top Industries:** Computer Software, Accounting - **Company Size:** 57% Mid-Market, 31% Small-Business #### What Are NetSuite's Pros and Cons? **Pros:** - Ease of Use (568 reviews) - Customizability (363 reviews) - Functionality (337 reviews) - Customization Options (320 reviews) - Customization (300 reviews) **Cons:** - Learning Curve (383 reviews) - Improvement Needed (335 reviews) - Missing Features (286 reviews) - Limited Customization (248 reviews) - Not User-Friendly (243 reviews) ### What Do G2 Reviewers Say About NetSuite? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** in NetSuite, allowing for streamlined reporting and navigation to suit individual needs. - Users value the **customizability** of NetSuite, finding it flexible and adaptable to diverse business needs. - Users appreciate the **powerful reporting features** of NetSuite, seamlessly integrating data for cross-functional operations. - Users value the **extensive customization options** in NetSuite, enhancing their control and efficiency in managing data. - Users value the **customization options** of NetSuite, enhancing usability and control for tailored data management. **Cons:** - Users find the **learning curve** of NetSuite steep and time-consuming, complicating initial setup and customization efforts. - Users find the **interface outdated and unclear** , causing significant usability challenges and complicating integration efforts. - Users find the **missing features** in NetSuite's settings and integrations complicate customization and functionality. - Users note the **limited customization** options in NetSuite, leading to frustrations with integration and usability across functions. - Users criticize the **not user-friendly** interface and steep learning curve, making initial setup frustrating and time-consuming. #### What Are Recent G2 Reviews of NetSuite? **"[Real-Time Visibility Across Finance, Inventory, Purchasing, and Sales](https://www.g2.com/survey_responses/netsuite-review-12905951)"** **Rating:** 5.0/5.0 stars *— David K.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12905951) --- **"[NetSuite Unifies Core Processes with Powerful Visibility and Reporting](https://www.g2.com/survey_responses/netsuite-review-12967208)"** **Rating:** 4.5/5.0 stars *— Abhishek G.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12967208) --- #### What Are G2 Users Discussing About NetSuite? - [Is NetSuite an accounting software?](https://www.g2.com/discussions/is-netsuite-an-accounting-software) - 4 comments - [What is NetSuite built on?](https://www.g2.com/discussions/what-is-netsuite-built-on) - 1 comment - [Is NetSuite a good ERP system?](https://www.g2.com/discussions/is-netsuite-a-good-erp-system) - 3 comments, 1 upvote - [What is a NetSuite software?](https://www.g2.com/discussions/what-is-a-netsuite-software) - 3 comments ### 13. [monday CRM](https://www.g2.com/products/monday-crm/reviews) 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:** 4.6/5.0 **Total Reviews:** 1,161 **How Do G2 Users Rate monday CRM?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (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 monday CRM?** - **Seller:** [monday.com](https://www.g2.com/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b) - **Company Website:** https://monday.com/ - **Year Founded:** 2012 - **HQ Location:** Tel Aviv - **Twitter:** @mondaydotcom (40,761 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/mondaydotcom (3,837 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 78% Small-Business, 18% Mid-Market #### What Are monday CRM's Pros and Cons? **Pros:** - Ease of Use (205 reviews) - Integrations (117 reviews) - Automation (111 reviews) - Customizability (109 reviews) - Features (89 reviews) **Cons:** - Learning Curve (82 reviews) - Missing Features (82 reviews) - Limited Features (66 reviews) - Limited Customization (54 reviews) - Integration Issues (49 reviews) ### 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** , simplifying management tasks and enhancing team collaboration effortlessly. - Users value the **seamless integrations** of monday CRM, enhancing workflows and boosting overall efficiency in their processes. - Users value the **automation features** of monday CRM for enhancing workflow efficiency and seamless task management. - Users appreciate the **incredible customizability** of monday CRM, enabling tailored solutions for their unique business needs. - Users appreciate the **user-friendly interface and extensive features** , enhancing efficiency and communication in their processes. **Cons:** - Users note a **learning curve** in using monday CRM, requiring patience and practice to master the interface. - Users find the **missing features** in monday CRM limiting, particularly for texting, calling, and automation capabilities. - Users find the **limited features** of monday CRM restrictive, impacting their workflow and overall efficiency. - Users find the **limited customization** options of Monday CRM can hinder their experience and complicate workflows. - Users face **integration issues** that complicate the setup process and hinder smooth functionality in monday CRM. #### What Are Recent G2 Reviews of monday CRM? **"[Essential Task Scheduler with Room for Feature Growth](https://www.g2.com/survey_responses/monday-crm-review-12737591)"** **Rating:** 4.0/5.0 stars *— Tajai T.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-12737591) --- **"[AI-Powered, Flexible CRM That Streamlines Workflows and Team Collaboration](https://www.g2.com/survey_responses/monday-crm-review-12836679)"** **Rating:** 4.5/5.0 stars *— Tamara R.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-12836679) --- #### What Are G2 Users Discussing About monday CRM? - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment ### 14. [Instantly](https://www.g2.com/products/instantly/reviews) Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email. **Average Rating:** 4.8/5.0 **Total Reviews:** 4,116 **How Do G2 Users Rate Instantly?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Instantly?** - **Seller:** [Instantly](https://www.g2.com/sellers/instantly) - **Company Website:** https://instantly.ai - **Year Founded:** 2001 - **HQ Location:** Sheridan, US - **LinkedIn® Page:** https://www.linkedin.com/company/instantlyapp/ (275 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Founder, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 93% Small-Business, 5% Mid-Market #### What Are Instantly's Pros and Cons? **Pros:** - Ease of Use (686 reviews) - Helpful (497 reviews) - Customer Support (491 reviews) - Features (367 reviews) - Time-saving (354 reviews) **Cons:** - Expensive (198 reviews) - Missing Features (108 reviews) - Learning Curve (105 reviews) - Email Issues (104 reviews) - Lead Quality (100 reviews) ### What Do G2 Reviewers Say About Instantly? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Instantly, highlighting its intuitive interface and excellent customer support. - Users commend the **fast and helpful customer support** of Instantly, enhancing their overall experience and satisfaction. - Users praise Instantly for its **incredible customer support** , providing quick and precise assistance when needed. - Users love the **simplicity and effectiveness** of Instantly, especially for keeping leads organized and optimizing campaigns. - Users value the **time-saving** features of Instantly, which streamline cold emailing and enhance campaign efficiency effortlessly. **Cons:** - Users find the pricing to be **expensive** , especially with essential features locked behind higher subscription tiers. - Users find **missing HR-specific features** in Instantly, requiring additional tools for effective candidate management and reporting. - Users find the **learning curve challenging** , struggling with complicated setup and navigation in Instantly. - Users report **email issues** with Instantly, including limited formatting options and complicated campaign setups that hinder communication. - Users note a **lack of clarity and low email efficiency** in lead quality with Instantly's bulk email tool. #### What Are Recent G2 Reviews of Instantly? **"[Migration Support and Warmup Make Managing Dozens of Mailboxes Effortless](https://www.g2.com/survey_responses/instantly-review-12850941)"** **Rating:** 5.0/5.0 stars *— Brian Y.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12850941) --- **"[Perfect Balance: Easy Beginner-Friendly Setup, and Warmup That Allows Campaigns To Go Live Fast](https://www.g2.com/survey_responses/instantly-review-12964227)"** **Rating:** 5.0/5.0 stars *— Rahul K.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12964227) --- #### What Are G2 Users Discussing About Instantly? - [What is Instantly used for?](https://www.g2.com/discussions/what-is-instantly-used-for) - 9 comments, 2 upvotes ### 15. [Oracle EBS CRM](https://www.g2.com/products/oracle-ebs-crm/reviews) Oracle E-Business Suite (EBS) Customer Relationship Management (CRM) is a comprehensive suite of applications designed to manage and enhance customer interactions across various channels. It integrates sales, marketing, and service functionalities to provide a unified approach to customer relationship management. By leveraging Oracle EBS CRM, organizations can streamline business processes, improve customer satisfaction, and drive revenue growth. Key Features and Functionality: - Sales Management: Automates the sales process, from lead generation to order fulfillment, ensuring efficient tracking and management of sales activities. - Marketing Automation: Facilitates the planning, execution, and analysis of marketing campaigns, enabling targeted outreach and improved marketing ROI. - Service Management: Provides tools for managing customer service operations, including call centers and field service, to deliver timely and effective support. - Order Capture and Quoting: Streamlines the order management process by integrating quoting and order capture functionalities, reducing errors and accelerating order processing. - Customer Data Management: Maintains a centralized repository of customer information, ensuring data consistency and providing a 360-degree view of customer interactions. Primary Value and Solutions Provided: Oracle EBS CRM addresses the need for a cohesive and integrated approach to managing customer relationships. By unifying sales, marketing, and service processes, it enables organizations to: - Enhance Customer Satisfaction: Deliver personalized and timely interactions, leading to improved customer loyalty and retention. - Increase Operational Efficiency: Automate and streamline business processes, reducing manual efforts and operational costs. - Drive Revenue Growth: Optimize sales and marketing strategies through data-driven insights, leading to increased sales opportunities and higher conversion rates. - Ensure Data Consistency: Maintain accurate and up-to-date customer information across all departments, facilitating informed decision-making and strategic planning. By implementing Oracle EBS CRM, organizations can achieve a holistic view of their customer interactions, leading to more effective engagement strategies and a competitive edge in the marketplace. **Average Rating:** 3.9/5.0 **Total Reviews:** 239 **How Do G2 Users Rate Oracle EBS CRM?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Oracle EBS CRM?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Retail, Information Technology and Services - **Company Size:** 46% Enterprise, 31% Mid-Market #### What Are Oracle EBS CRM's Pros and Cons? **Pros:** - Integration (4 reviews) - Seamless Integration (3 reviews) - Customer Management (2 reviews) - Customer Support (2 reviews) - Efficiency (2 reviews) **Cons:** - Learning Curve (3 reviews) - High Complexity (2 reviews) - Limited Features (2 reviews) - Not User-Friendly (2 reviews) - Connectivity Issues (1 reviews) ### What Do G2 Reviewers Say About Oracle EBS CRM? *AI-generated summary from verified user reviews* **Pros:** - Users benefit from the **seamless integration** of Oracle EBS CRM, enhancing operational efficiency and data visibility across departments. - Users value the **seamless integration** of Oracle EBS CRM, enhancing visibility and efficiency across business processes. - Users appreciate the **comprehensive customer management** capabilities of Oracle EBS CRM, simplifying their relationship-building efforts. - Users value the **comprehensive customer support** in Oracle EBS CRM, enhancing relationships without needing separate tools. - Users value the **enhanced efficiency** of Oracle EBS CRM through streamlined processes and improved data integration. **Cons:** - Users find the **learning curve steep** due to the outdated interface and complexity, hindering usability and efficiency. - Users find the **high complexity** of Oracle EBS CRM challenging, affecting usability and overall system performance. - Users find the **limited features** of Oracle EBS CRM can hinder usability and complicate the user experience. - Users find Oracle EBS CRM to have a **not user-friendly** interface, making even simple tasks frustratingly complex. - Users face **connectivity issues** with Oracle EBS CRM, hindering remote work without additional third-party solutions. #### What Are Recent G2 Reviews of Oracle EBS CRM? **"[Fast, Extensive Support But a little costly.](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12650358)"** **Rating:** 4.5/5.0 stars *— Jithin G.* [Read full review](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12650358) --- **"[Centralized Customer Data and Strong Oracle Integration for Efficient CRM Management](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12639434)"** **Rating:** 4.5/5.0 stars *— Jalakh B.* [Read full review](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12639434) --- #### What Are G2 Users Discussing About Oracle EBS CRM? - [What is Oracle EBS CRM used for?](https://www.g2.com/discussions/what-is-oracle-ebs-crm-used-for) - 1 comment - [Is NetSuite a CRM?](https://www.g2.com/discussions/is-netsuite-a-crm) - [What CRM does Oracle use?](https://www.g2.com/discussions/oracle-ebs-crm-what-crm-does-oracle-use) - 2 comments - [What is Oracle EBS system?](https://www.g2.com/discussions/what-is-oracle-ebs-system) - 2 comments - [Does Oracle have a CRM?](https://www.g2.com/discussions/does-oracle-have-a-crm) - 2 comments ### 16. [Thryv](https://www.g2.com/products/thryv/reviews) Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform. Now including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals. From getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,888 **How Do G2 Users Rate Thryv?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Thryv?** - **Seller:** [Thryv](https://www.g2.com/sellers/thryv) - **Company Website:** https://Thryv.com - **Year Founded:** 2012 - **HQ Location:** Dallas, TX - **Twitter:** @thryv (8,415 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/thryvinc (5,883 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 90% Small-Business, 9% Mid-Market #### What Are Thryv's Pros and Cons? **Pros:** - Ease of Use (102 reviews) - Automation (90 reviews) - Automation Features (70 reviews) - Customer Support (69 reviews) - Helpful (58 reviews) **Cons:** - Missing Features (60 reviews) - Learning Curve (50 reviews) - Limitations (45 reviews) - Limited Features (45 reviews) - Expensive (33 reviews) ### What Do G2 Reviewers Say About Thryv? *AI-generated summary from verified user reviews* **Pros:** - Users find Thryv's interface **easy to use** , appreciating the integrated features that streamline their workflows effectively. - Users love the **automation features** in Thryv, streamlining follow-ups and ensuring consistent client engagement. - Users appreciate the **automation features** of Thryv, enabling streamlined processes and improved customer follow-up efficiency. - Users appreciate the **great customer support** of Thryv, enhancing their overall experience with the platform. - Users appreciate the **helpful customer support** of Keap, ensuring issues are resolved effectively and efficiently. **Cons:** - Users express disappointment over **missing features** , citing glitches and unfulfilled promises for new functionalities. - Users often struggle with the **learning curve** of Thryv, finding it complex and difficult to navigate initially. - Users find **limitations in user experience and stagnant feature development** of Keap, impacting overall satisfaction and functionality. - Users find **limited features** in Thryv, particularly regarding account management and CRM customization options. - Users highlight the **expensive nature** of Thryv, noting high monthly fees and additional costs for essential features. #### What Are Recent G2 Reviews of Thryv? **"[All-in-One Thryv Platform That Streamlined Our Workflow and Saved Us Money](https://www.g2.com/survey_responses/thryv-review-12972196)"** **Rating:** 5.0/5.0 stars *— Alan H.* [Read full review](https://www.g2.com/survey_responses/thryv-review-12972196) --- **"[Outstanding Customer Service and Real-Time Results with Thryv](https://www.g2.com/survey_responses/thryv-review-12979894)"** **Rating:** 5.0/5.0 stars *— Earth E.* [Read full review](https://www.g2.com/survey_responses/thryv-review-12979894) --- #### What Are G2 Users Discussing About Thryv? - [What is Thryv used for?](https://www.g2.com/discussions/what-is-thryv-used-for) - [How do I cancel Thryv?](https://www.g2.com/discussions/how-do-i-cancel-thryv) - [What is infusionsoft used for?](https://www.g2.com/discussions/what-is-infusionsoft-used-for) - 3 comments - [Who owns Thryv software?](https://www.g2.com/discussions/who-owns-thryv-software) - [Is KEAP an Infusionsoft?](https://www.g2.com/discussions/is-keap-an-infusionsoft) - 4 comments ### 17. [LeadSquared Sales CRM](https://www.g2.com/products/leadsquared-sales-crm/reviews) LeadSquared is a Sales Automation SaaS platform helping 2000+ organizations globally to drive sales efficiency at scale. LeadSquared has built a global, best-in-class CRM platform that takes away the guesswork from sales execution and makes efficiency the focus of every customer interaction, no matter how complex the customer journey is. The software automatically captures leads from all your channels, manages them intelligently, and transfers them to the right teams (and people), ensuring zero lead leakage and zero missed opportunities. Businesses that have achieved growth with LeadSquared include higher education institutes, edtech, financial services, healthcare, and marketplaces, among others. The company is headquartered in Bengaluru, India, with a local presence, in the United States, the Philippines, South Africa, Australia, Singapore and Indonesia. **Average Rating:** 4.5/5.0 **Total Reviews:** 290 **How Do G2 Users Rate LeadSquared Sales CRM?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind LeadSquared Sales CRM?** - **Seller:** [LeadSquared](https://www.g2.com/sellers/leadsquared) - **Year Founded:** 2011 - **HQ Location:** Bangalore - **Twitter:** @LeadSquared (1,470 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2502171/ (1,114 employees on LinkedIn®) - **Phone:** 848-248-4002 **Who Uses This Product?** - **Who Uses This:** Inside sales specialist, Business Analyst - **Top Industries:** Education Management, Financial Services - **Company Size:** 54% Mid-Market, 28% Enterprise #### What Are LeadSquared Sales CRM's Pros and Cons? **Pros:** - Lead Management (34 reviews) - Ease of Use (27 reviews) - Lead Generation (22 reviews) - Efficiency (17 reviews) - Intuitive (16 reviews) **Cons:** - Slow Loading (12 reviews) - Learning Curve (10 reviews) - Slow Performance (10 reviews) - Missing Features (9 reviews) - Slow Speed (9 reviews) ### What Do G2 Reviewers Say About LeadSquared Sales CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficient lead management** of LeadSquared, enhancing organization and reducing manual workload seamlessly. - Users find LeadSquared Sales CRM to be **highly user-friendly** , streamlining their workflow and enhancing productivity effortlessly. - Users praise the **lead generation capabilities** of LeadSquared, appreciating its smooth automation and comprehensive tracking features. - Users find **efficiency** in LeadSquared Sales CRM's automation and organization, greatly enhancing their productivity and workflow management. - Users appreciate the **intuitive interface** of LeadSquared, making it easy to manage leads and workflows efficiently. **Cons:** - Users express frustration with the **slow loading** issues of LeadSquared Sales CRM, impacting their efficiency and experience. - Users find the **learning curve steep** , with some features not intuitive and report customization challenging. - Users often experience **slow performance** in LeadSquared, particularly when loading large data sets or switching screens. - Users note the **missing AI features** in LeadSquared, along with issues in speed, reports, and initial setup complexity. - Users find the **slow speed** of LeadSquared Sales CRM frustrating, especially during advanced automations and information loads. #### What Are Recent G2 Reviews of LeadSquared Sales CRM? **"[LeadSquared Sales CRM: Powerful Lead Automation and Pipeline Visibility](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-12476044)"** **Rating:** 4.0/5.0 stars *— Dinesh Reddy V.* [Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-12476044) --- **"[Streamlined Lead Management and Automation](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-12892488)"** **Rating:** 4.5/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-12892488) --- #### What Are G2 Users Discussing About LeadSquared Sales CRM? - [What is LeadSquared Sales + Mobile CRM used for?](https://www.g2.com/discussions/what-is-leadsquared-sales-mobile-crm-used-for) - 3 comments - [Is LeadSquared a good company?](https://www.g2.com/discussions/is-leadsquared-a-good-company) - 2 comments - [What is Mobile CRM and why is it important?](https://www.g2.com/discussions/what-is-mobile-crm-and-why-is-it-important) - 1 comment - [How much is LeadSquared?](https://www.g2.com/discussions/how-much-is-leadsquared) - [What is CRM in LeadSquared?](https://www.g2.com/discussions/what-is-crm-in-leadsquared) ### 18. [Odoo CRM](https://www.g2.com/products/odoo-crm/reviews) With over 5 million users, Odoo is the #1 Open Source CRM software! Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and even create marketing campaign automation to increase their overall sales performance. With Odoo CRM, users can get more leads than ever before. They can also follow-up on phone calls and meetings. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated application. In our latest version (Odoo 14), UTM fields are available as optional fields. Users can handle recurring revenues and manage renewal intervals, as well. Also, you can turn emails received in your Outlook mailbox into leads, and log their content as internal notes. In addition to that, users can now search for leads and opportunities based on phone numbers. Users can track their opportunities pipeline in just a few simple steps, thanks to Odoo's user-friendly Kanban view. Users get an overview of their sales funnel, as well as instant visual information about their next steps, new messages, best opportunities, and expected incomes. The one-of-a-kind Odoo CRM marketing campaign system automates lead acquisitions, follow-ups, and special offers. Users can also determine automated actions based on predefined rules. Odoo CRM's key features are: a Kanban view to track the sales opportunities pipeline, a clear view of the next steps and actions to complete, automated creation of leads based on incoming emails (or coming directly from a website), and users can use their own email client! What more could you ask for?! **Average Rating:** 4.1/5.0 **Total Reviews:** 186 **How Do G2 Users Rate Odoo CRM?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Odoo CRM?** - **Seller:** [Odoo](https://www.g2.com/sellers/odoo) - **Year Founded:** 2005 - **HQ Location:** Brussels, Belgium - **Twitter:** @Odoo (55,391 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/633558/ (8,467 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 70% Small-Business, 25% Mid-Market #### What Are Odoo CRM's Pros and Cons? **Pros:** - Ease of Use (20 reviews) - Lead Management (11 reviews) - User-Friendly (10 reviews) - Easy Customization (9 reviews) - Affordable (7 reviews) **Cons:** - Learning Curve (13 reviews) - Limited Customization (8 reviews) - Integration Issues (4 reviews) - Not Intuitive (4 reviews) - Slow Performance (4 reviews) ### What Do G2 Reviewers Say About Odoo CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Odoo CRM, enjoying intuitive features and smooth setup for lead management. - Users appreciate the **easy lead management** in Odoo CRM, streamlining communication and enhancing marketing efficiency. - Users commend Odoo CRM for its **user-friendly interface** and seamless integration of core business functions in one platform. - Users value the **easy customization** of Odoo CRM, perfectly adapting to their unique business requirements. - Users appreciate the **affordability** of Odoo CRM, making it an excellent choice for startups and businesses of all sizes. **Cons:** - Users find the **learning curve steep** , as advanced features demand time-consuming configuration and a better UI is needed. - Users find **limited customization** in Odoo CRM, making it challenging for non-technical teams to adapt effectively. - Users face **integration issues** with Odoo CRM, struggling with third-party connections and complex configurations. - Users find the **interface not intuitive** , with a cumbersome workflow that hinders ease of use. - Users experience **slow performance** with Odoo CRM, particularly with large data sets causing delays during use. #### What Are Recent G2 Reviews of Odoo CRM? **"[Highly Flexible CRM with a bit of learning curve](https://www.g2.com/survey_responses/odoo-crm-review-12702600)"** **Rating:** 4.0/5.0 stars *— Rahim S.* [Read full review](https://www.g2.com/survey_responses/odoo-crm-review-12702600) --- **"[Good Visibility Across Leads, Meetings, and Ongoing Opportunities](https://www.g2.com/survey_responses/odoo-crm-review-12945975)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/odoo-crm-review-12945975) --- #### What Are G2 Users Discussing About Odoo CRM? - [What is Odoo CRM used for?](https://www.g2.com/discussions/what-is-odoo-crm-used-for) - 1 comment - [Which is the best free CRM software?](https://www.g2.com/discussions/which-is-the-best-free-crm-software) - [Is Odoo free to use?](https://www.g2.com/discussions/odoo-crm-is-odoo-free-to-use) - 3 comments - [What is the use of Odoo?](https://www.g2.com/discussions/what-is-the-use-of-odoo) - [What is CRM in Odoo?](https://www.g2.com/discussions/what-is-crm-in-odoo) - 1 comment ### 19. [Creatio](https://www.g2.com/products/creatio/reviews) Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 314 **How Do G2 Users Rate Creatio?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Creatio?** - **Seller:** [Creatio](https://www.g2.com/sellers/creatio) - **Company Website:** https://www.creatio.com - **Year Founded:** 2014 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Creatio_Global (3,977 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/creatioglobal/ (1,150 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Small-Business, 42% Mid-Market #### What Are Creatio's Pros and Cons? **Pros:** - Ease of Use (32 reviews) - Efficiency (21 reviews) - Customizability (19 reviews) - Customization (19 reviews) - Customization Options (17 reviews) **Cons:** - Learning Curve (10 reviews) - Missing Features (10 reviews) - Limited Features (8 reviews) - Limited Customization (6 reviews) - Limited Options (5 reviews) ### What Do G2 Reviewers Say About Creatio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Creatio, enabling simple implementation and customization for their business needs. - Users value the **efficiency** of Creatio's no-code tools, enabling quick implementation and streamlined business operations. - Users value the **customizability** of Creatio, enabling tailored solutions that enhance efficiency and support business needs. - Users value the **customization capabilities** of Creatio, enabling tailored solutions that enhance business processes effectively. - Users value the **extensive customization options** in Creatio, allowing tailored solutions to meet specific business needs. **Cons:** - Users find a **steep learning curve** in Creatio, necessitating training and assistance for effective use. - Users find the **missing features** in Creatio, such as advanced analytics and contact uploads, to be limiting. - Users find **limited features** in Creatio, particularly in reporting and marketplace app selection, affecting their overall experience. - Users find **limited customization** options frustrating, especially regarding UI design and branding capabilities across plans. - Users express concerns over **limited options** , particularly regarding individual contact uploads and tools for service businesses. #### What Are Recent G2 Reviews of Creatio? **"[Empowers Customer Focus with Flexible, Bank-Ready Workflows](https://www.g2.com/survey_responses/creatio-review-12953782)"** **Rating:** 4.5/5.0 stars *— Tanner W.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12953782) --- **"[Quick Setup, No-Code Magic, But ALM Needs Improvement](https://www.g2.com/survey_responses/creatio-review-12953072)"** **Rating:** 5.0/5.0 stars *— Jarema P.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12953072) --- #### What Are G2 Users Discussing About Creatio? - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment ### 20. [CRMOne](https://www.g2.com/products/crmone/reviews) The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CRMOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CRMOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CRMOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation. **Average Rating:** 4.8/5.0 **Total Reviews:** 1,044 **How Do G2 Users Rate CRMOne?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind CRMOne?** - **Seller:** [CrmOne](https://www.g2.com/sellers/crmone) - **Year Founded:** 2022 - **HQ Location:** Menlo Park, US - **Twitter:** @crmone_global (10 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/crmone-global/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Financial Services - **Company Size:** 32% Small-Business, 24% Enterprise #### What Are CRMOne's Pros and Cons? **Pros:** - Lead Management (135 reviews) - Customer Management (121 reviews) - Ease of Use (104 reviews) - Customer Support (101 reviews) - Task Management (88 reviews) **Cons:** - Limited Customization (84 reviews) - Learning Curve (79 reviews) - Steep Learning Curve (49 reviews) - Limited Features (40 reviews) - Missing Features (35 reviews) ### What Do G2 Reviewers Say About CRMOne? *AI-generated summary from verified user reviews* **Pros:** - Users value the **seamless lead management** that automates follow-ups and ensures smooth transitions to sales teams. - Users value the **shared customer database** of CRMOne, eliminating the hassle of searching for client details. - Users praise the **ease of use** of CRMOne, highlighting its accessible interface across various devices. - Users value the **efficient customer support** offered by CRMOne, enhancing satisfaction with quick and clear issue resolution. - Users love the **automatic reminders** and efficient handling of messages, boosting response speed and support availability. **Cons:** - Users find the **limited customization options** of CRMOne restrict their branding and personal preferences significantly. - Users find the **learning curve steep** due to UI differences and the need for manual intervention during setup. - Users find a **steep learning curve** with CRMOne, needing time to adapt to its complex functionalities and interface. - Users find that CRMOne has **limited features** , especially for complex queries and advanced user needs. - Users note that CRMOne lacks **advanced features** , particularly in productivity tracking and automation sophistication. #### What Are Recent G2 Reviews of CRMOne? **"[Review Title: Helped Us Streamline Sales Operations](https://www.g2.com/survey_responses/crmone-review-12202021)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/crmone-review-12202021) --- **"[A Complete CRM Solution for Growing Teams](https://www.g2.com/survey_responses/crmone-review-12193939)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/crmone-review-12193939) --- ### 21. [Oracle Siebel](https://www.g2.com/products/oracle-siebel/reviews) The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why Oracle? Siebel delivers a combination of transactional, analytical, and engagement features to manage all customer-facing operations. With solutions tailored to more than 20 industries, Siebel CRM delivers comprehensive on premise and on demand CRM solutions that are tailored industry solutions with ole-based customer intelligence and pre-built integration. **Average Rating:** 3.5/5.0 **Total Reviews:** 417 **How Do G2 Users Rate Oracle Siebel?** - **Has the product been a good partner in doing business?:** 7.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Oracle Siebel?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Who Uses This:** Consultant, Customer Service Representative - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 63% Enterprise, 26% Mid-Market #### What Are Oracle Siebel's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Easy Setup (4 reviews) - Feature Richness (4 reviews) - Integration (4 reviews) - Customer Support (3 reviews) **Cons:** - Learning Curve (4 reviews) - Connectivity Issues (2 reviews) - High Complexity (2 reviews) - Bugs (1 reviews) - Expensive (1 reviews) ### What Do G2 Reviewers Say About Oracle Siebel? *AI-generated summary from verified user reviews* **Pros:** - Users find Oracle Siebel to be **user-friendly and intuitive** , making daily tasks and integrations seamless. - Users find Oracle Siebel's **easy setup** process saves time and effort, streamlining daily business operations effectively. - Users value the **rich feature set** of Oracle Siebel, enhancing customer management and customization capabilities seamlessly. - Users appreciate the **seamless integration** of Oracle Siebel, enhancing daily workflows and efficiency in customer management. - Users value the **responsive customer support** of Oracle Siebel, enhancing efficiency and satisfaction in their business operations. **Cons:** - Users struggle with the **steep learning curve** of Oracle Siebel, making it challenging for beginners to navigate. - Users often face **connectivity issues** in the field, making it difficult to access necessary data and information. - Users find the **high complexity** of Oracle Siebel challenging initially, leading to a steep learning curve for new users. - Users encounter **rare but impactful bugs** that can render the system unusable, affecting the overall experience. - Users find Oracle Siebel **very costly** , making it challenging for small enterprises to adopt the tool effectively. #### What Are Recent G2 Reviews of Oracle Siebel? **"[Effortless Transition, Needs UI Upgrade](https://www.g2.com/survey_responses/oracle-siebel-review-12827916)"** **Rating:** 4.0/5.0 stars *— Vivek M.* [Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12827916) --- **"[Unmatched Data Integrity and Robust Architecture for Enterprise Workflows](https://www.g2.com/survey_responses/oracle-siebel-review-12918458)"** **Rating:** 5.0/5.0 stars *— Anup A.* [Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12918458) --- #### What Are G2 Users Discussing About Oracle Siebel? - [What is Oracle Siebel used for?](https://www.g2.com/discussions/what-is-oracle-siebel-used-for) - 1 comment ### 22. [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) Trusted by over 500,000 businesses worldwide, Brevo (formerly Sendinblue) is the affordable, all-in-one marketing and CRM stack that helps growing businesses scale faster. It's easy to use and suitable for companies of all sizes. Build lasting customer relationships with Brevo's flexible toolkit. Products range from marketing to sales, chat, and transactional emails. Choose what you need — and only pay for what you use. Here are just some of the things you can do with Brevo: - Run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads - Trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs - Automate marketing activities to deliver the right message at the right time, and efficiently manage your audience - Reduce the number of marketing and sales apps — and get a full view of customer interactions with tools that talk to each other - Engage customers in real-time and reply to FAQs 24/7 with live chat and chatbot - Track leads, automate tasks, and schedule meetings with the Brevo Sales Platform - Connect your e-commerce store to track web sales and use the Retention analysis to improve your marketing strategy. - Talk to customers anytime, anywhere with Brevo’s cloud-based phone system Learn more and start for free at https://www.brevo.com/products/marketing-platform/ Get a custom quote: https://www.brevo.com/plus/contact/ **Average Rating:** 4.5/5.0 **Total Reviews:** 2,442 **How Do G2 Users Rate Brevo Marketing Platform?** - **Has the product been a good partner in doing business?:** 8.9/10 (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.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Brevo Marketing Platform?** - **Seller:** [Brevo](https://www.g2.com/sellers/brevo) - **Company Website:** https://www.brevo.com/ - **Year Founded:** 2012 - **HQ Location:** Paris - **Twitter:** @brevo_official (16,032 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/brevo/ (898 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 84% Small-Business, 13% Mid-Market #### What Are Brevo Marketing Platform's Pros and Cons? **Pros:** - Ease of Use (313 reviews) - Features (189 reviews) - Email Marketing (170 reviews) - Easy Setup (168 reviews) - Simple (157 reviews) **Cons:** - Missing Features (107 reviews) - Limited Features (80 reviews) - Limited Customization (70 reviews) - Learning Curve (67 reviews) - Expensive (55 reviews) ### What Do G2 Reviewers Say About Brevo Marketing Platform? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** in Brevo Marketing Platform beneficial for beginners with its friendly interface. - Users value the **ease of integration and user-friendly interface** of Brevo Marketing Platform for their marketing needs. - Users love the **convenient and efficient email automation** of Brevo, making email campaigns effortless and effective. - Users find Brevo Marketing Platform's **easy setup** tremendously beneficial for effortless email marketing and automation. - Users value the **ease of use** of Brevo Marketing Platform, making email campaigns accessible for everyone. **Cons:** - Users find **missing features** in Brevo, noting limitations in template design, automation, and reporting capabilities. - Users find the **limited features** of Brevo, particularly in design and automation, hinder their marketing efforts. - Users find the **limited customization** of Brevo Marketing Platform restricts their creative and functional possibilities. - Users find the **learning curve difficult** , especially beginners, due to the abundance of options and tricky interfaces. - Users find the Brevo Marketing Platform **expensive** , especially with rising costs for SMS and complex pricing tiers. #### What Are Recent G2 Reviews of Brevo Marketing Platform? **"[Brevo: Easy Email Campaigns with Solid Features at a Lower Price](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12676684)"** **Rating:** 5.0/5.0 stars *— Bhavya D.* [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12676684) --- **"[All-in-One Marketing Platform That Simplifies Automation, Improves Targeting, and Drives Better ROI](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12763163)"** **Rating:** 5.0/5.0 stars *— Hardik C.* [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12763163) --- #### What Are G2 Users Discussing About Brevo Marketing Platform? - [What is Sendinblue used for?](https://www.g2.com/discussions/brevo-marketing-platform-what-is-sendinblue-used-for) - 1 comment, 1 upvote - [Is Sendinblue free?](https://www.g2.com/discussions/is-sendinblue-free) - 6 comments - [What is Sendinblue email?](https://www.g2.com/discussions/what-is-sendinblue-email) - 1 comment - [What is Sendinblue?](https://www.g2.com/discussions/what-is-sendinblue) - 1 comment ### 23. [Kylas Sales CRM](https://www.g2.com/products/kylas-sales-crm/reviews) Kylas Growth Engine is an ecosystem of technology products, with a Sales CRM at its core, to help Growing Businesses scale with expertise. Kylas is an enterprise-grade Sales CRM software uniquely designed for Growing Businesses. The product helps businesses streamline their sales efforts, manage leads efficiently with a centralized system, nurture them effectively, and close deals faster to drive sustainable growth. Kylas provides advanced features like built-in WhatsApp messaging, field sales tracking, pipeline management, sales automation, and more, empowering teams to work smarter and achieve their sales goals efficiently. Kylas offers a Unique Pricing Framework- It's Elevate Plan is available for Flat USD 250 / month which includes 1. Unlimited Users 2. All Sales CRM Features 3. Robust Onboarding & Training Program 4. Timely Support 5. AI Features **Average Rating:** 4.7/5.0 **Total Reviews:** 516 **How Do G2 Users Rate Kylas Sales CRM?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Kylas Sales CRM?** - **Seller:** [Kylas Growth Engine](https://www.g2.com/sellers/kylas-growth-engine) - **Year Founded:** 2020 - **HQ Location:** Pune, Maharashtra - **Twitter:** @Kylas90134359 (21 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kylas/ (76 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Founder, Sales Manager - **Top Industries:** Education Management, Financial Services - **Company Size:** 52% Small-Business, 45% Mid-Market #### What Are Kylas Sales CRM's Pros and Cons? **Pros:** - Ease of Use (38 reviews) - User-Friendly (31 reviews) - Lead Management (25 reviews) - Customer Support (16 reviews) - Task Management (16 reviews) **Cons:** - Integration Issues (14 reviews) - Missing Features (13 reviews) - Slow Loading (12 reviews) - Bugs (9 reviews) - Limited Customization (8 reviews) ### What Do G2 Reviewers Say About Kylas Sales CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Kylas Sales CRM, highlighting its user-friendly interface and streamlined integration. - Users appreciate the **user-friendly interface** of Kylas Sales CRM, making it easy to navigate and manage sales. - Users appreciate the **effective lead management** of Kylas Sales CRM, simplifying tracking and enhancing sales processes. - Users appreciate the **supportive customer service** of Kylas Sales CRM, enhancing their overall experience and efficiency. - Users appreciate the **helpful task management feature** , ensuring timely follow-ups and efficient lead tracking. **Cons:** - Users frequently face **integration issues** with Kylas Sales CRM, lacking essential third-party tools and features. - Users find the **missing features** in Kylas Sales CRM hinder effective task management and overall user experience. - Users experience **slow loading** issues with Kylas Sales CRM, highlighting the need for improved performance and real-time sync. - Users experience **technical glitches** with Kylas Sales CRM, affecting lead assignment and note modifications at times. - Users find the **limited customization options** in Kylas Sales CRM to be a drawback for complex workflows. #### What Are Recent G2 Reviews of Kylas Sales CRM? **"[A Central Place for Leads, Communication, and Follow-Ups](https://www.g2.com/survey_responses/kylas-sales-crm-review-12940677)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/kylas-sales-crm-review-12940677) --- **"[Kylas Sales CRM: A Game-Changer for Simple, Organized Sales Management](https://www.g2.com/survey_responses/kylas-sales-crm-review-12964143)"** **Rating:** 5.0/5.0 stars *— Challa VK R.* [Read full review](https://www.g2.com/survey_responses/kylas-sales-crm-review-12964143) --- ### 24. [Scoro](https://www.g2.com/products/scoro/reviews) Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale. **Average Rating:** 4.5/5.0 **Total Reviews:** 479 **How Do G2 Users Rate Scoro?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Scoro?** - **Seller:** [Scoro](https://www.g2.com/sellers/scoro) - **Company Website:** https://www.scoro.com - **Year Founded:** 2013 - **HQ Location:** London - **Twitter:** @ScoroSoftware (8,204 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/294623/ (144 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 66% Small-Business, 24% Mid-Market #### What Are Scoro's Pros and Cons? **Pros:** - Ease of Use (54 reviews) - Project Management (49 reviews) - Project Tracking (43 reviews) - Time Tracking (38 reviews) - Task Management (35 reviews) **Cons:** - Learning Curve (28 reviews) - Not Intuitive (13 reviews) - Missing Features (12 reviews) - Steep Learning Curve (12 reviews) - Complexity (11 reviews) ### What Do G2 Reviewers Say About Scoro? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Scoro, enjoying its streamlined interface for various business needs. - Users value Scoro for its **all-in-one project management capabilities** , seamlessly integrating various business functions for efficiency. - Users value the **seamless project tracking capabilities** of Scoro, enhancing efficiency and clarity for their teams. - Users highlight the **efficient time tracking** feature of Scoro, simplifying project management and improving productivity. - Users value the **integrated task management** features of Scoro, enhancing visibility and efficiency in business operations. **Cons:** - Users find the **learning curve steep** , with cumbersome task creation and complex setup hindering initial experience. - Users find Scoro **not intuitive** , especially when navigating functions like creating PTO days and using the mobile app. - Users note the **missing features** in Scoro, particularly in the mobile version and integration options. - Users face a **steep learning curve** with Scoro, making it challenging for new users to become proficient quickly. - Users find Scoro’s **complexity** requires extensive training, making it challenging for new users to navigate effectively. #### What Are Recent G2 Reviews of Scoro? **"[All-in-One Solution That Enhances Agency Efficiency](https://www.g2.com/survey_responses/scoro-review-12668796)"** **Rating:** 4.5/5.0 stars *— Heather E.* [Read full review](https://www.g2.com/survey_responses/scoro-review-12668796) --- **"[Scoro for the win!](https://www.g2.com/survey_responses/scoro-review-9631281)"** **Rating:** 4.5/5.0 stars *— Cheryl H.* [Read full review](https://www.g2.com/survey_responses/scoro-review-9631281) --- #### What Are G2 Users Discussing About Scoro? - [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for) - [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide) - [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project) - [How much does Scoro cost?](https://www.g2.com/discussions/how-much-does-scoro-cost) - [What are some unique features of project management software?](https://www.g2.com/discussions/scoro-what-are-some-unique-features-of-project-management-software) ### 25. [SalesCaptain](https://www.g2.com/products/salescaptain-inc-salescaptain/reviews) SalesCaptain is an all-in-one communication platform with a chat based AI agent builder, designed for modern businesses. It unifies phone calls, texting, webchat, and social media messaging into a single collaborative inbox. With SalesCaptain, you can easily create AI-powered phone and text agents to handle calls, answer queries, route leads, filter spam, and automate tasks — all without any technical expertise. SalesCaptain also includes a suite of built-in business apps for managing reviews, appointments, lead stages, team leaderboards, and more — giving you everything you need to streamline customer engagement and team performance in one platform. Build drag-and-drop automations, connect with 50+ popular platforms like HubSpot, Booker, Clio, and ServiceFusion, or go deeper with API, webhooks, and Zapier support. Whether you're a startup or a multi-location enterprise, SalesCaptain helps you scale communication and customer engagement with ease. **Average Rating:** 4.3/5.0 **Total Reviews:** 207 **How Do G2 Users Rate SalesCaptain?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) **Who Is the Company Behind SalesCaptain?** - **Seller:** [SalesCaptain](https://www.g2.com/sellers/salescaptain-0ad71d1f-2581-417b-b396-fc2e2582d6e6) - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @SalesCaptainInc (157 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/salescaptainhq (25 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Marketing Manager, Business Manager - **Top Industries:** Marketing and Advertising, Retail - **Company Size:** 71% Small-Business, 27% Mid-Market #### What Are SalesCaptain's Pros and Cons? **Pros:** - Automation (62 reviews) - Communication (54 reviews) - Ease of Use (50 reviews) - Helpful (41 reviews) - Communication Improvement (40 reviews) **Cons:** - Steep Learning Curve (40 reviews) - Time-Consuming (20 reviews) - Limited Reporting (18 reviews) - Limited Customization (17 reviews) - Learning Curve (15 reviews) ### What Do G2 Reviewers Say About SalesCaptain? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **automation capabilities** of SalesCaptain, streamlining communication and follow-ups efficiently across teams. - Users appreciate the **consistent communication** of SalesCaptain, ensuring timely responses and professional interactions across all channels. - Users appreciate the **ease of use** of SalesCaptain, enabling quick adaptation and streamlined communication management. - Users appreciate the **convenient centralized management** of customer engagements, streamlining communication and enhancing team collaboration. - Users appreciate the **improved communication consistency** of SalesCaptain, ensuring timely and professional interactions with customers. **Cons:** - Users mention a **steep learning curve** for setup, requiring time to grasp workflows and automation features. - Users find the **time-consuming setup** process for SalesCaptain to be challenging and affecting overall efficiency. - Users find **limited reporting** options in SalesCaptain, wishing for more flexibility in tracking performance and insights. - Users find the **limited customization** of SalesCaptain frustrating, wishing for more tailored options and features. - Users face a **modest learning curve** with SalesCaptain, making initial setup and advanced features challenging for newcomers. #### What Are Recent G2 Reviews of SalesCaptain? **"[Streamlined Team Collaboration and Customer Interaction](https://www.g2.com/survey_responses/salescaptain-review-12991440)"** **Rating:** 4.5/5.0 stars *— kane c.* [Read full review](https://www.g2.com/survey_responses/salescaptain-review-12991440) --- **"[All Our Sales Activities in One Place Simple](https://www.g2.com/survey_responses/salescaptain-review-12594437)"** **Rating:** 4.0/5.0 stars *— jackson r.* [Read full review](https://www.g2.com/survey_responses/salescaptain-review-12594437) --- ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/) --- ## What Are the Most Common Questions About CRM Software? *AI-generated · Last updated: June 3, 2026* ### What's the best CRM app for small business owners Based on G2 reviews, these CRM products are frequently mentioned by recent reviewers for helping small teams stay organized, manage pipelines, and reduce manual follow-up work. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — easy navigation and pipeline reviews. - [Pipedrive](https://www.g2.com/products/pipedrive) — visual pipeline and follow-up reminders. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — simple setup and contact management. - [Pipedrive](https://www.g2.com/products/pipedrive) — straightforward CRM for growing teams. ### Best CRM solution with marketing automation features Based on G2 reviews, these CRM products are often highlighted by recent users for combining contact management with email automation, campaign workflows, and follow-up support. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — sales workflows with marketing alignment. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — automated journeys and contact segmentation. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — lead tracking and workflow automation. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — CRM plus email automation workflows. ### What CRM is the best for e-commerce platforms Based on G2 reviews, these CRM products are commonly cited by recent users for organizing customer data, syncing communications, and supporting sales workflows tied to online channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — centralized deals and outreach tracking. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — customer journeys and campaign automation. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud) — integrations and pipeline visibility. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — organized leads and follow-up workflows. ### What should buyers look for in crm software According to verified users, the most consistent buying themes in recent CRM reviews are ease of use, clear pipeline visibility, centralized customer records, and reminders that keep follow-ups from being missed. Buyers also repeatedly mention reporting dashboards, task management, and workflow automation as practical time-savers. Integrations matter too, especially for email, calendars, and other business tools teams already use. Reviewers also flag common tradeoffs to evaluate during selection, including learning curve, mobile experience, reporting depth, and how well the system handles customization as processes become more complex. In short, buyers tend to value software that keeps sales activity organized without making daily work harder. ### How do teams use CRM for follow-ups According to verified users, teams mainly use CRM to keep follow-ups consistent and visible across the whole sales process. Recent reviews repeatedly mention reminders, task tracking, activity history, and pipeline stages as the tools that prevent outreach from slipping through the cracks. Users describe using CRM to log calls, emails, notes, and next steps in one place so any teammate can quickly understand account context. Automation is another recurring theme, with teams using it to trigger reminders, route leads, and reduce repetitive admin work. The practical outcome reviewers highlight most often is better organization: less time spent chasing updates manually and more confidence that important prospects and customers are being contacted on time.