Best CRM Software for Medium-Sized Businesses - Page 3

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monday CRM

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

Average Rating: 4.5/5.0

Total Reviews: 1,681

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

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

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 75% Small, 22% Medium

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,666

Category Stats (Sep 2026)

  • Average Rating: 4.4/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SalesSeek (+25.91%) - Among all products in this category, SalesSeek recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 127,200+ Authentic Reviews
  • 1,666+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

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

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Oracle Sales Cloud, SAP Sales Cloud, and Zoho CRM Plus.

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=oracle-sales-cloud&focus%5B%5D=sap-sap-sales-cloud&focus%5B%5D=zoho-crm-plus-2018-12-06&segment=mid-market)

Nimble CRM

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

Average Rating: 4.5/5.0

Total Reviews: 1,062

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How Do G2 Users Rate Nimble CRM?

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

Who Is the Company Behind Nimble CRM?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Nimble CRM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Nimble CRM?

What Are G2 Users Discussing About Nimble CRM?

Bitrix24

Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant CoPilot helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place.

Average Rating: 4.1/5.0

Total Reviews: 578

How Do G2 Users Rate Bitrix24?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Bitrix24?

  • Seller: Bitrix24
  • Company Website:
  • Year Founded: 1998
  • HQ Location: Alexandria, Virginia
  • LinkedIn® Page: www.linkedin.com
    268 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Marketing Manager, Project Manager
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 55% Small, 34% Medium

What Do G2 Reviewers Say About Bitrix24?

AI-generated summary from verified user reviews

Pros
  • Users find Bitrix24 to be easy to use, effectively streamlining business processes and enhancing customer experience.
  • Users appreciate the team collaboration tools in Bitrix24, enhancing communication and streamlining business processes effortlessly.
  • Users admire the integrated task management of Bitrix24, enhancing collaboration and efficiency across teams.
  • Users appreciate the integration of essential tools in Bitrix24, boosting efficiency and collaboration across teams.
  • Users appreciate the flexibility and versatility of Bitrix24, enjoying its comprehensive features for business management.
Cons
  • Users find the learning curve steep, requiring time and training to fully utilize Bitrix24's extensive features.
  • Users express concern over missing features in Bitrix24, feeling that promised functionalities have been removed or altered.
  • Users express frustration over limited features in Bitrix24, feeling promised functionalities have been removed or restricted.
  • Users express concern over lacking features, with notable omissions affecting value as compared to initial promises.
  • Users report performance issues with Bitrix24, experiencing lag and slowdowns, especially during complex workflows.

What Are Recent G2 Reviews of Bitrix24?

What Are G2 Users Discussing About Bitrix24?

CRMOne

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

Average Rating: 4.8/5.0

Total Reviews: 1,044

How Do G2 Users Rate CRMOne?

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

Who Is the Company Behind CRMOne?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About CRMOne?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of CRMOne?

Planhat

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security.

Average Rating: 4.5/5.0

Total Reviews: 948

How Do G2 Users Rate Planhat?

  • Has the product been a good partner in doing business?: 9.3/10 (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.: 7.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Planhat?

  • Seller: Planhat
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Stockholm, Stockholm County
  • Twitter: @planhat
    1,045 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    248 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, Head of Customer Success
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Medium, 31% Small

What Do G2 Reviewers Say About Planhat?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Planhat exceptional, facilitating smooth integration and team adoption.
  • Users commend the exceptional customer support from Planhat, enhancing their experience and ensuring effective collaboration.
  • Users value the extensive customization options in Planhat, enhancing their experience and streamlining workflows effectively.
  • Users appreciate the automation efficiency of Planhat, enhancing their workflow and streamlining customer management seamlessly.
  • Users value the helpfulness of Planhat, noting its excellent support and comprehensive features for managing customer success.
Cons
  • Users find the learning curve steep, struggling to navigate features and setup pages during initial use of Planhat.
  • Users find the complexity of Planhat daunting, with a challenging learning curve that hinders initial usability.
  • Users note a steep learning curve with Planhat, though support accelerates the process and enhances understanding.
  • Users face integration issues with Planhat, causing challenges in data management and trustworthiness among teams.
  • Users find the formula fields restrictive, desiring greater flexibility and automation for easier customization and efficiency.

What Are Recent G2 Reviews of Planhat?

What Are G2 Users Discussing About Planhat?

Bigin by Zoho CRM

Bigin by Zoho CRM is a simplified, AI-ready customer relationship management (CRM) software designed specifically for small businesses, startups, and customer-facing teams. Trusted by 50,000+ businesses across 150+ countries, Bigin helps small businesses unify all customer-facing operations — marketing, sales, onboarding, delivery, and support and helps manage customer relationships effectively.

Average Rating: 4.6/5.0

Total Reviews: 871

How Do G2 Users Rate Bigin by Zoho CRM?

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

Who Is the Company Behind Bigin by Zoho CRM?

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

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 90% Small, 8% Medium

What Do G2 Reviewers Say About Bigin by Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Bigin by Zoho CRM, appreciating its simple setup and user-friendly interface.
  • Users value the simplicity and organization of Bigin by Zoho CRM, making it ideal for small businesses.
  • Users praise the intuitive design of Bigin by Zoho CRM, highlighting its simplicity and ease of navigation.
  • Users value the simplicity of Bigin by Zoho CRM, finding it easy to use and set up for small businesses.
  • Users value the ease of use and management of Bigin by Zoho CRM, appreciating its intuitive interface and functionality.
Cons
  • Users note the lack of advanced features in Bigin by Zoho CRM, limiting automation and integrations.
  • Users find Bigin by Zoho CRM has limited features, lacking advanced automations and connectors for expanded integration.
  • Users experience integration issues with Bigin, finding importing complicated and app integration challenging, particularly for beginners.
  • Users note the limited customization in Bigin, with restricted fields and basic automation options for advanced needs.
  • Users find Bigin by Zoho CRM has limited integrations, hindering connection with other essential applications for smoother workflows.

What Are Recent G2 Reviews of Bigin by Zoho CRM?

What Are G2 Users Discussing About Bigin by Zoho CRM?

Knack

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

Average Rating: 4.3/5.0

Total Reviews: 111

How Do G2 Users Rate Knack?

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

Who Is the Company Behind Knack?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Knack?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Knack?

What Are G2 Users Discussing About Knack?

Efficy CRM

At last, a CRM solution that truly adapts to your needs. Efficy is a major player in the European CRM market. With our personalised range of solutions, we're already trusted by over 13.500 clients and 330.000 users across 60 countries. We want to help our clients succeed by providing the tools they need to make their employees’ work easier, and their customers happier. Our CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system. Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy CRM. Boost your commercial efforts with our AI-based contact enrichment tool. By analyzing emails, it automatically fills in missing information about your prospects and clients, such as their job title, company, or contact details. Thanks to this analysis, our solution can naturally trigger workflows to automate tasks, alert certain users via notifications, and much more. Discover our artificial intelligence solution that analyzes the emotions expressed by your customers in the emails they send you or the support tickets created on your client portal. By quickly interpreting whether a sentiment is positive, negative, or neutral, you can proactively respond to the needs and concerns of your clientele.

Average Rating: 4.5/5.0

Total Reviews: 86

How Do G2 Users Rate Efficy CRM?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind Efficy CRM?

  • Seller: Efficy
  • Year Founded: 2005
  • HQ Location: Brussels, Belgium
  • Twitter: @efficy_en
    1,043 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    310 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 46% Small, 45% Medium

What Do G2 Reviewers Say About Efficy CRM?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Efficy CRM, making data management efficient and user-friendly.
  • Users value the easy customization of Efficy CRM, allowing tailored solutions that enhance productivity and growth.
  • Users appreciate the efficiency of Efficy CRM, enjoying its user-friendly interface and streamlined management capabilities.
  • Users praise the helpful customer support of Efficy CRM, enhancing their experience with the software's functionality.
  • Users appreciate the user-friendly interface of Efficy CRM, making it easy for anyone to learn and use.
Cons
  • Users find the steeper learning curve of Efficy CRM challenging, especially with its overwhelming range of features.
  • Users find Efficy CRM expensive, particularly for small firms, impacting its accessibility and overall value.
  • Users experience frequent bugs, including errors, slow loading, and unexpected crashes, impacting their overall usage.
  • Users note that the UI/UX requires improvement, often citing slow load times and limited customization options.
  • Users report frequent error handling issues that hinder ease of use and slow down the web interface.

What Are Recent G2 Reviews of Efficy CRM?

What Are G2 Users Discussing About Efficy CRM?

Freshsales

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

Average Rating: 4.5/5.0

Total Reviews: 1,199

How Do G2 Users Rate Freshsales?

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

Who Is the Company Behind Freshsales?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Freshsales?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Freshsales?

What Are G2 Users Discussing About Freshsales?

Snov.io

Snov.io is a B2B lead generation and multichannel outreach automation platform designed to help sales and marketing teams improve reply rates and manage outbound campaigns more efficiently. From finding verified leads to launching automated email and LinkedIn campaigns, Snov.io streamlines the outbound process in one unified workspace. With Snov.io, you can: - Discover and verify high-quality B2B leads - Build targeted lead lists with AI-powered prospecting - Set up and manage email infrastructure - Automate multichannel outreach campaigns (email and LinkedIn) - Track engagement and manage pipelines in a built-in CRM - Optimize deliverability and scale outbound campaigns Snov.io combines lead generation, outreach automation, and deal management into one platform - helping sales managers, business owners, marketing managers, and C-level executives manage pipeline growth without relying on multiple disconnected tools. Whether you're a growing startup or an established B2B company, Snov.io supports scalable outbound systems focused on generating conversations and improving engagement.

Average Rating: 4.5/5.0

Total Reviews: 491

How Do G2 Users Rate Snov.io?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.1/10 (Category avg: 8.6/10)

Who Is the Company Behind Snov.io?

  • Seller: Snovio
  • Year Founded: 2017
  • HQ Location: New York
  • Twitter: @snov_io
    2,583 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    192 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Marketing Manager
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 72% Small, 26% Medium

What Do G2 Reviewers Say About Snov.io?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Snov.io, allowing for quick lead generation and efficient email campaigns.
  • Users commend Snov.io's exceptional customer support, highlighting proactive and knowledgeable assistance that enhances their experience.
  • Users appreciate the simplicity and powerful features of Snov.io, enhancing their lead generation and workflow efficiency.
  • Users love the accurate email finder of Snov.io, streamlining their lead generation and boosting deliverability.
  • Users praise Snov.io for its accurate email finder and effective lead generation features, enhancing campaign efficiency significantly.
Cons
  • Users face challenges with email tracking issues, limiting insights on engagement and complicating integration with Gmail.
  • Users face challenges with difficult email integration for tracking emails directly with their Gmail account.
  • Users find the missing features of Snov.io, such as integrations and discounts, significantly hinder their experience.
  • Users find Snov.io expensive, especially for add-ons and unnecessary features that may not be fully utilized.
  • Users often face a challenging learning curve with Snov.io, making setup and understanding the tool difficult.

What Are Recent G2 Reviews of Snov.io?

What Are G2 Users Discussing About Snov.io?

OctopusPro

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

Average Rating: 5.0/5.0

Total Reviews: 24

How Do G2 Users Rate OctopusPro?

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

Who Is the Company Behind OctopusPro?

Who Uses This Product?

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

What Do G2 Reviewers Say About OctopusPro?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of OctopusPro?

What Are G2 Users Discussing About OctopusPro?

Capsule CRM

Capsule CRM is a customer relationship management (CRM) software solution that helps small and medium-sized businesses win more business, keep more clients, and deliver consistently great work. It gives sales, marketing, and service teams one organized place to see every contact, conversation, and deal - so nothing falls through the cracks, and no one's digging through scattered spreadsheets or half-updated tools just to find out where things stand. Trusted by more than 10,000 businesses worldwide, Capsule is built for teams that want the structure of a bigger CRM system without the complexity or setup headaches that usually come with one. It brings sales tracking, contact management, and project tracking together in one place, so your team can spend less time managing software and more time managing relationships. Capsule connects to the tools businesses already use - like email, accounting software, and marketing platforms - and now offers an AI integration, available via Model Context Protocol (MCP), that lets supported AI tools answer questions about your CRM data in plain language. No dashboards to build, no filters to configure - just ask. Here's what makes it work for growing teams: Contact and company management: every interaction, note, email, and document lives in one place, so you walk into every call or meeting already knowing where things stand. Visual sales pipelines: see exactly where every deal is and what needs your attention next, with the flexibility to build different pipelines for different sales processes. Built-in task and calendar management: follow-ups and meetings are linked directly to the right contact or deal, so nothing gets missed and no one has to keep it all in their head. Project and case tracking: keep delivery and after-sale work moving with simple boards, milestones, and stages, so sales and delivery teams are always working from the same page. Easy integrations: connect Capsule to the tools you already rely on, with even more possible through its API and growing AI/MCP capabilities. Reporting tools turn your pipeline and activity data into a clear, honest picture of how sales are really going, so decisions get made on real numbers instead of gut feel. And as your team grows, you can control who sees and edits what - so Capsule scales with you instead of becoming something you have to manage around. At its core, Capsule is built for businesses that want a CRM that feels quick to set up and easy to keep organized from day one, without giving up the depth needed to handle more complex sales or client work as the business grows.

Average Rating: 4.7/5.0

Total Reviews: 515

G2 Deal: 20% off the monthly price per user of any paid Capsule plan for 12 months

Capsule CRM is a growth-oriented CRM tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. G2 customers can get 20% off the monthly price per user of any paid Capsule plan for the first 12 months.

Price: ~~$21-$75 per user per month.~~ → $16.80-$60 per user per month.

View this exclusive G2 deal

How Do G2 Users Rate Capsule CRM?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Capsule CRM?

  • Seller: Capsule
  • Company Website:
  • Year Founded: 2007
  • HQ Location: Manchester, GB
  • Twitter: @CapsuleCRM
    5,249 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    55 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director, Owner
  • Top Industries: Consulting, Marketing and Advertising
  • Company Size: 92% Small, 7% Medium

What Do G2 Reviewers Say About Capsule CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Capsule CRM incredibly easy to use, making it perfect for beginners and efficient for small businesses.
  • Users consistently praise the exceptional customer support of Capsule CRM, highlighting quick responses and effective solutions.
  • Users appreciate Capsule CRM for its user-friendly design, making sales management simple and efficient for small businesses.
  • Users value the simplicity of Capsule CRM, appreciating its easy setup and user-friendly design for effective management.
  • Users appreciate the intuitive task management in Capsule CRM, enhancing productivity and clarity in daily priorities.
Cons
  • Users desire additional missing features, such as more templates and improved options for managing customer information.
  • Users note the limited customization options in Capsule CRM, which may hinder personalized usage for some needs.
  • Users face integration issues with Capsule CRM, limiting collaboration and reliance on third-party tools for functionality.
  • Users find the steep learning curve of Capsule CRM challenging, wishing for better resources to master the features.
  • Users feel Capsule CRM has limited features, particularly in the mobile app, hindering effective usage and integration.

What Are Recent G2 Reviews of Capsule CRM?

What Are G2 Users Discussing About Capsule CRM?

OnePageCRM

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

Average Rating: 4.7/5.0

Total Reviews: 267

G2 Deal: Get 4 months free on all annual plans

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

Price: ~~$15~~ → $9.95

View this exclusive G2 deal

How Do G2 Users Rate OnePageCRM?

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

Who Is the Company Behind OnePageCRM?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About OnePageCRM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of OnePageCRM?

What Are G2 Users Discussing About OnePageCRM?

Sage CRM

Sage CRM is specifically designed to help small and medium sized businesses like yours. It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business and not on their software. With Sage CRM, you can be up and running in just days. Most importantly, it's affordable—so you can be assured that you're getting the best possible value for your money.

Average Rating: 3.8/5.0

Total Reviews: 131

How Do G2 Users Rate Sage CRM?

  • Has the product been a good partner in doing business?: 6.8/10 (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 Sage CRM?

  • Seller: Sage Software
  • Year Founded: 1981
  • HQ Location: Newcastle
  • LinkedIn® Page: www.linkedin.com
    15,833 employees on LinkedIn®
  • Ownership: SGE.L
  • Phone: +1 (866) 996-7243

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 47% Medium, 44% Small

What Do G2 Reviewers Say About Sage CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Sage CRM, benefiting from centralized information and straightforward implementation.
  • Users value the easy access to centralized customer information, enhancing collaboration and efficiency across teams.
  • Users value the easy navigation of Sage CRM, ensuring quick access to crucial customer information and reports.
  • Users commend Sage CRM for its user-friendly interface, ensuring effortless navigation and quick access to essential information.
  • Users value the centralized customer information in Sage CRM, enhancing team collaboration and strengthening customer relationships.
Cons
  • Users struggle with the limited customization options in Sage CRM, often finding it complex and time-consuming to set up.
  • Users note that expertise is required for setup and customization in Sage CRM, making it a complex process.
  • Users are frustrated by the integration issues and limited advanced features of Sage CRM, impacting usability and functionality.
  • Users find Sage CRM not user-friendly due to its outdated interface and complicated navigation processes.
  • Users find the learning curve steep in Sage CRM due to complex setup and customization requirements.

What Are Recent G2 Reviews of Sage CRM?

What Are G2 Users Discussing About Sage CRM?

Copper

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

Average Rating: 4.5/5.0

Total Reviews: 1,126

G2 Deal: 15% Off Annual Plan for Life

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

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

View this exclusive G2 deal

How Do G2 Users Rate Copper?

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

Who Is the Company Behind Copper?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Copper?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Copper?

What Are G2 Users Discussing About Copper?

HappSales

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

Average Rating: 4.9/5.0

Total Reviews: 39

How Do G2 Users Rate HappSales?

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

Who Is the Company Behind HappSales?

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

Who Uses This Product?

  • Top Industries: Information Technology and Services, Biotechnology
  • Company Size: 61% Small, 37% Medium

What Do G2 Reviewers Say About HappSales?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of HappSales?

What Are G2 Users Discussing About HappSales?

Julie Jung
JJ
Researched and written by Julie Jung
Updated