# Best CRM Software for Medium-Sized Businesses - Page 4

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,085

### Category Stats (Jul 2026)

- **Average Rating:** 4.38/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month

_Last updated: July 21, 2026_

## How Does G2 Rank CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 121,800+ Authentic Reviews
- 1,085+ 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](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=576&focus%5B%5D=459&focus%5B%5D=1619&focus%5B%5D=509&focus%5B%5D=464&focus%5B%5D=1174041)

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

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=zoho-crm&focus%5B%5D=oracle-crm-on-demand&focus%5B%5D=pipedrive&focus%5B%5D=sap-sap-sales-cloud&focus%5B%5D=oracle-sales-cloud&focus%5B%5D=monday-crm&segment=mid-market)

**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=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-31T10%3A35%3A30Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&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%3Fpage%3D4&secure%5Btoken%5D=c202ec2f8df47f5338d4a7c68ace0c0d960f0aa32ea0a560c6687fbbd3d4e7e7&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2025%2F01%2Fcc18428e-ee7e-0010-bca6-c68f7e60039b.html%3Fcampaigncode%3DCRM-YD25-CEX-407334%26source%3DSALES-click-campaign-G2&secure%5Burl_type%5D=custom_url)

### [Sage CRM](https://www.g2.com/products/sage-crm/reviews)

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](https://www.g2.com/sellers/sage-software-d61a780c-4fb3-4781-9519-baa772f5ea91)
- **Year Founded:** 1981
- **HQ Location:** Newcastle
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=86f239d02fadcee5a4a98d333eece19ed93d313e880a1b86e6451872bfa2360c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2802%2F&secure%5Burl_type%5D=linkedin_company_website)  
15,579 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 value the **centralized information** in Sage CRM, which enhances tracking, collaboration, and customer relationship management.
- Users value the **centralized customer information** in Sage CRM, enhancing collaboration and improving overall business efficiency.
- Users value the **easy access** to centralized customer information, enhancing collaboration and efficiency across teams.
- Users value the **easy navigation** of Sage CRM, enabling quick access to vital customer data and insights.
- Users find Sage CRM **user-friendly** , enabling easy navigation, quick data access, and seamless invoicing experience.

##### Cons

- Users find Sage CRM's **limited customization** challenging, requiring technical help and being time-consuming and tedious to set up.
- Users find that **expertise is required** for setup and customization, leading to a steep learning curve.
- Users face **integration issues** with Sage CRM, finding it limited in features and outdated in usability.
- Users find Sage CRM **not user-friendly** , citing a confusing interface and cumbersome tasks that hinder efficiency.
- Users find the **learning curve steep** with Sage CRM, as setup and customization demand technical expertise and time.

#### What Are Recent G2 Reviews of Sage CRM?

**["Seamless Sage Integration That Bridges Sales and Finance"](https://www.g2.com/survey_responses/sage-crm-review-12772192)**

**Rating:** 4.5/5.0 stars

_— Vidur S._

[Read full review](https://www.g2.com/survey_responses/sage-crm-review-12772192)

**["Flexible and customizable, with solid integrations and detailed reports"](https://www.g2.com/survey_responses/sage-crm-review-13122836)**

**Rating:** 4.0/5.0 stars

_— Luis P._

[Read full review](https://www.g2.com/survey_responses/sage-crm-review-13122836)

#### What Are G2 Users Discussing About Sage CRM?

- [What is Sage CRM used for?](https://www.g2.com/discussions/what-is-sage-crm-used-for)

### [HappSales](https://www.g2.com/products/happsales/reviews)

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:** 38

#### 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](https://www.g2.com/sellers/happsales)
- **Year Founded:** 2018
- **HQ Location:** Bangalore, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=887a520c399bcb127433d3332f673508dfc544fe0be391346d003b2de5c35a53&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhappsales%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 60% Small, 38% Medium

#### What Do G2 Reviewers Say About HappSales?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of HappSales, enjoying its intuitive interface and efficient workflow integration.
- Users appreciate the **user-friendly interface** of HappSales, making their work easy and efficient.
- Users value the **excellent customer support** from HappSales, appreciating quick responses and helpful assistance.
- Users find HappSales CRM to be **convenient for managing customer data** , enhancing communication and boosting sales.
- Users find HappSales CRM **very convenient for managing customer data** , enhancing accessibility and improving communication.

##### Cons

- Users note a **steep learning curve** but acknowledge it enhances team efficiency over time.
- Users often face **reporting issues** with HappSales, leading to difficulties in downloading and using reports effectively.
- Users find that the **setup difficulties** are worth it, leading to improved workflow efficiency and accuracy.
- Users note that the **initial cost is high** , but it may provide long-term value over time.
- Users face challenges with **incomplete information** when trying to download the aggregate report, limiting their usability.

#### What Are Recent G2 Reviews of HappSales?

**["Happsales CRM Makes Customer Data Management and Follow-Ups Effortless"](https://www.g2.com/survey_responses/happsales-review-12393731)**

**Rating:** 5.0/5.0 stars

_— Shalini C._

[Read full review](https://www.g2.com/survey_responses/happsales-review-12393731)

**["Happ sales review"](https://www.g2.com/survey_responses/happsales-review-10840486)**

**Rating:** 5.0/5.0 stars

_— Arvind S._

[Read full review](https://www.g2.com/survey_responses/happsales-review-10840486)

#### What Are G2 Users Discussing About HappSales?

- [What is HappSales used for?](https://www.g2.com/discussions/what-is-happsales-used-for) - 1 comment

### [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews)

Sugar Sell is sales automation that actually fits how B2B sales work. It helps sales teams manage pipelines, forecast revenue, and grow accounts – all from one place. Sales leaders get visibility into pipeline and performance to drive more consistent wins. Reps get clear next steps for every opportunity. With Sugar Sell, you can make sense of your data, scale what works, and sell your way.

**Average Rating:** 3.8/5.0

**Total Reviews:** 718

#### How Do G2 Users Rate Sugar Sell?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Sugar Sell?

- **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai)
- **Year Founded:** 2004
- **HQ Location:** Cupertino, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e1bd8f21728ff6dc10cd57d44fb253d9aab32e296ddc23af0d3f1996bafb6e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17345%2F&secure%5Burl_type%5D=linkedin_company_website)  
570 employees on LinkedIn®
- **Phone:** +1 (408) 454-6900

#### Who Uses This Product?

- **Who Uses This:** Sales Manager, Marketing Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 50% Medium, 35% Small

#### What Do G2 Reviewers Say About Sugar Sell?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Sugar Sell, enjoying its intuitive interface and fast setup process.
- Users value the **easy customization** of Sugar Sell, enabling tailored solutions for complex sales processes without IT support.
- Users praise the **user-friendly interface** of Sugar Sell, which enhances efficiency and simplifies the selling process.
- Users value the **feature richness** of Sugar Sell, enabling extensive customization and improved management of business processes.
- Users appreciate the **responsive customer support** from Sugar Sell, ensuring smooth communication and effective assistance throughout their experience.

##### Cons

- Users face **integration issues** with Sugar Sell, often requiring excessive API tinkering to connect third-party tools.
- Users report **frustrating bugs** with upgrades and customization, challenging troubleshooting amid limited support resources.
- Users find the **learning curve steep** , with a complex interface and challenging dashboard creation hindering new user experience.
- Users face **feature issues** with Sugar Sell, struggling with a complex interface and integration limitations.
- Users feel limited by **customization options** , desiring deeper analytics and workflow capabilities to enhance their experience.

#### What Are Recent G2 Reviews of Sugar Sell?

**["An amazing CRM system"](https://www.g2.com/survey_responses/sugar-sell-review-4608771)**

**Rating:** 4.5/5.0 stars

_— David-Alexandre K._

[Read full review](https://www.g2.com/survey_responses/sugar-sell-review-4608771)

**["More than a CRM packed full of features and great to admin. Extremely well supported and comes with a community of awesome people!"](https://www.g2.com/survey_responses/sugar-sell-review-9147226)**

**Rating:** 5.0/5.0 stars

_— Luke R._

[Read full review](https://www.g2.com/survey_responses/sugar-sell-review-9147226)

#### What Are G2 Users Discussing About Sugar Sell?

- [What is Sugar Sell (formerly SugarCRM) used for?](https://www.g2.com/discussions/what-is-sugar-sell-formerly-sugarcrm-used-for)
- [Why is sugar a CRM?](https://www.g2.com/discussions/why-is-sugar-a-crm) - 1 comment
- [How much does SugarCRM cost?](https://www.g2.com/discussions/how-much-does-sugarcrm-cost)
- [What is SugarCRM used for?](https://www.g2.com/discussions/what-is-sugarcrm-used-for)
- [What is sugar sell?](https://www.g2.com/discussions/what-is-sugar-sell) - 1 comment

### [Salesflare](https://www.g2.com/products/salesflare/reviews)

Salesflare is the intelligent CRM that small and medium-sized businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can't fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers. Salesflare works wherever you work and with whatever you are working with. Use it on desktop, mobile or just from a sidebar straight from your email inbox (Gmail and Outlook) and LinkedIn. Get even more out of Salesflare by integrating with 5000+ other productivity tools, such as Google Workspace, MailChimp, Trello and Slack.

**Average Rating:** 4.8/5.0

**Total Reviews:** 296

#### How Do G2 Users Rate Salesflare?

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

#### Who Is the Company Behind Salesflare?

- **Seller:** [Salesflare](https://www.g2.com/sellers/salesflare)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **Twitter:** @salesflare  
7,012 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d841cd618d72ed159782b3131ee8ab2949d539059b368316e2e2fd9715140afe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesflare%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Co-Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 79% Small, 14% Medium

#### What Do G2 Reviewers Say About Salesflare?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Salesflare, enhancing their productivity with its intuitive interface and automation.
- Users appreciate the **responsive support** and email capabilities of Salesflare, enhancing their CRM experience significantly.
- Users love the **time-saving automation** of Salesflare, effortlessly managing interactions and streamlining workflows for higher efficiency.
- Users love the **seamless automation** of Salesflare, boosting productivity and ensuring no lead is overlooked.
- Users love the **automation features** of Salesflare, enhancing efficiency by streamlining workflows and capturing essential interactions effortlessly.

##### Cons

- Users note the **missing features** in Salesflare may limit its appeal for teams needing advanced customization.
- Users feel the **limited features** of Salesflare may not meet the needs of all companies effectively.
- Users find **limited customization** options in Salesflare, making it less flexible than other CRM tools like Salesforce.
- Users point out that **reporting issues** exist, with a desire for more advanced analytics capabilities.
- Users find **limited customization options** in Salesflare, affecting their ability to tailor the CRM to their needs.

#### What Are Recent G2 Reviews of Salesflare?

**["Responsive Human Support and Continuous Innovation That Keeps Getting Better"](https://www.g2.com/survey_responses/salesflare-review-12974906)**

**Rating:** 4.5/5.0 stars

_— Verified User in Media Production_

[Read full review](https://www.g2.com/survey_responses/salesflare-review-12974906)

**["Simplistic Yet Powerful CRM with Stellar Support"](https://www.g2.com/survey_responses/salesflare-review-12441506)**

**Rating:** 5.0/5.0 stars

_— Matthew L._

[Read full review](https://www.g2.com/survey_responses/salesflare-review-12441506)

### [Ricochet360](https://www.g2.com/products/speed-to-contact-llc-ricochet360/reviews)

Ricochet360 is the All-in-One Auto Dialer, CRM/Lead Management, and Marketing Automation Platform designed for both inbound & outbound agents looking for a competitive advantage by enabling them to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate 95% of their daily workflows.

**Average Rating:** 4.4/5.0

**Total Reviews:** 21

#### How Do G2 Users Rate Ricochet360?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Ricochet360?

- **Seller:** [Speed to Contact](https://www.g2.com/sellers/speed-to-contact)
- **Year Founded:** 2010
- **HQ Location:** El Segundo, CA
- **Twitter:** @speedtocontact  
519 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1d21dcaa238c02ddb6489b060b10a3af29a3703216b92cbe2fb642fcf62e0cfb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1873214&secure%5Burl_type%5D=linkedin_company_website)  
68 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Medium, 35% Small

#### What Do G2 Reviewers Say About Ricochet360?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly interface** of Ricochet360, making navigation and setup simple for everyone.
- Users value the **easy integration** of Ricochet360, seamlessly connecting tools and enhancing productivity without hassle.
- Users value the **efficient lead management system** in Ricochet360, which boosts conversion rates and improves tracking.
- Users value the **user-friendly interface** of Ricochet360, making navigation and setup effortless for everyone.
- Users value the **efficiency of automation** in Ricochet360, streamlining processes and improving overall productivity.

##### Cons

- Users face **complex setup challenges** with Ricochet360, limiting customization options for advanced business scenarios.
- Users find Ricochet360's **dashboard customization limited** , lacking flexibility for rearranging widgets and complex setups.
- Users find Ricochet360's **customization flexibility limited** , hindering complex project management and dashboard adjustments.
- Users find Ricochet360's **customization flexibility limited** , especially for complex scenarios and dashboard arrangements.
- Users find Ricochet360's **limited customization** restricts adaptability for complex business needs, impacting project management and dashboard flexibility.

#### What Are Recent G2 Reviews of Ricochet360?

**["Essential CRM for Streamlined Game Partnerships"](https://www.g2.com/survey_responses/ricochet360-review-12964009)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Games_

[Read full review](https://www.g2.com/survey_responses/ricochet360-review-12964009)

**["Effortless Dialing, Boosts Productivity"](https://www.g2.com/survey_responses/ricochet360-review-12228095)**

**Rating:** 5.0/5.0 stars

_— Jesus Miguel B._

[Read full review](https://www.g2.com/survey_responses/ricochet360-review-12228095)

#### What Are G2 Users Discussing About Ricochet360?

- [What is Ricochet360 used for?](https://www.g2.com/discussions/what-is-ricochet360-used-for)

### [Method CRM](https://www.g2.com/products/method-crm/reviews)

Method CRM is the #1-rated CRM for businesses using QuickBooks — a customizable CRM that adapts to your business, not the other way around. Instead of forcing teams to change their processes to fit the software, Method lets them build the workflows, screens, and automations their business actually uses, without developer resources or enterprise pricing. Method fills the gap between QuickBooks and rigid, one-size-fits-all CRMs. With real-time, two-way sync, teams manage leads, customers, estimates, invoices, and payments in one place while accounting data stays current in both systems. Customers can approve estimates, sign proposals, and pay invoices online through a branded 24/7 portal, streamlining every step from lead to payment. Automating this busywork — fewer steps, less retyping, fewer errors — saves teams hours every week. Nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services trust Method to support the workflows their industries rely on daily. Every account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including a free hour of customization to tailor Method to your business.

**Average Rating:** 4.4/5.0

**Total Reviews:** 337

#### How Do G2 Users Rate Method CRM?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Method CRM?

- **Seller:** [Method Integration Inc.](https://www.g2.com/sellers/method-integration-inc)
- **Company Website:** www.method.me
- **Year Founded:** 2010
- **HQ Location:** Toronto
- **Twitter:** @MethodCRM  
2,075 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d78b6d56af15bee0d6ec97f954d7e71fae54a68b56974ff2fac60b145516bd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F245963%2F&secure%5Burl_type%5D=linkedin_company_website)  
115 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Office Manager
- **Top Industries:** Construction, Wholesale
- **Company Size:** 88% Small, 10% Medium

#### What Do G2 Reviewers Say About Method CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Method CRM's **ease of use** enables efficient organization, tracking, and integration for improved workflow management.
- Users praise the **outstanding customization options** in Method CRM, tailoring workflows to enhance operational efficiency.
- Users value the **seamless QuickBooks integration** of Method CRM, enhancing efficiency and service capabilities significantly.
- Users value the **responsive customer support** of Method CRM, which aids in quick resolution of queries.
- Users value the **extensive customization options** of Method CRM, allowing for tailored workflows and efficient operations.

##### Cons

- Users find the **learning curve steep** for Method CRM, making initial setup and customization quite challenging.
- Users face **limited customization** options in Method CRM, often needing costly developer support for even small changes.
- Users report various **glitches and lag** in Method CRM, impacting usability, especially in the mobile app and syncing.
- Users feel that **customization costs are excessive** , leading to high monthly fees and increased dependency on developer support.
- Users find the **missing features** in Method CRM limiting, as it lacks essential tools for comprehensive business management.

#### What Are Recent G2 Reviews of Method CRM?

**["Method CRM is SO MUCH MORE than it seems!"](https://www.g2.com/survey_responses/method-crm-review-10779798)**

**Rating:** 5.0/5.0 stars

_— Brooke M._

[Read full review](https://www.g2.com/survey_responses/method-crm-review-10779798)

**["Bridging the Gap Between Sales and Success"](https://www.g2.com/survey_responses/method-crm-review-12513026)**

**Rating:** 5.0/5.0 stars

_— Marlayna V._

[Read full review](https://www.g2.com/survey_responses/method-crm-review-12513026)

#### What Are G2 Users Discussing About Method CRM?

- [What is Method CRM used for?](https://www.g2.com/discussions/what-is-method-crm-used-for) - 1 comment
- [What are the three benefits of CRM?](https://www.g2.com/discussions/what-are-the-three-benefits-of-crm)
- [How much does Method CRM cost?](https://www.g2.com/discussions/how-much-does-method-crm-cost) - 1 comment
- [What is method CRM?](https://www.g2.com/discussions/what-is-method-crm) - 1 comment
- [What are the features of CRM software?](https://www.g2.com/discussions/method-crm-what-are-the-features-of-crm-software) - 1 comment

### [C2CRM](https://www.g2.com/products/c2crm/reviews)

Clear C2 is a 30-year-old, privately-owned CRM software development company, based in Dallas, TX. Our CRM solution, C2CRM, is robust yet easy to use. Built for companies of all industries and sizes (10-user minimum). A customizable enterprise CRM that will drive sales, manage customer relationships, and automate marketing while streamlining internal processes. Affordable, flexible pricing, and feature-rich.

**Average Rating:** 4.6/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate C2CRM?

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

#### Who Is the Company Behind C2CRM?

- **Seller:** [Clear C2, Inc.](https://www.g2.com/sellers/clear-c2-inc)
- **Year Founded:** 1993
- **HQ Location:** Coppell, TX
- **Twitter:** @C2CRM  
699 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93dc101025048330eab47536eecda89def37235e0aa21c461a4389394f394f0d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F141936%2F&secure%5Burl_type%5D=linkedin_company_website)  
31 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Telecommunications, Hospital & Health Care
- **Company Size:** 62% Medium, 27% Small

#### What Do G2 Reviewers Say About C2CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customizability** of C2CRM, which allows seamless adaptation to diverse business processes.
- Users find C2CRM's **ease of use** exceptional, simplifying data management and enhancing overall operational efficiency.
- Users commend the **easy customization** of C2CRM, tailoring the system effectively to align with their business needs.
- Users value the **responsive customer support** of C2CRM, enhancing their experience with tailored, effective assistance.
- Users value the **customization options** in C2CRM, enabling tailored solutions that enhance business processes and productivity.

##### Cons

- Users find the **learning curve steep** for C2CRM, making it difficult for beginners to use effectively.
- Users feel that C2CRM has **feature issues** due to an outdated interface and limited customization options.
- Users find C2CRM **not intuitive** , with a challenging interface that complicates usage, especially for beginners.
- Users find C2CRM to be **not user-friendly** , requiring manual work and presenting challenges for beginners.
- Users find the **customer support lacking** , noting it could be significantly improved for better assistance.

#### What Are Recent G2 Reviews of C2CRM?

**["Customizable CRM with Strong Integration but Needs UI Improvements"](https://www.g2.com/survey_responses/c2crm-review-12568995)**

**Rating:** 4.5/5.0 stars

_— Lalit K._

[Read full review](https://www.g2.com/survey_responses/c2crm-review-12568995)

**["Streamlined Recruitment with Easy Tracking"](https://www.g2.com/survey_responses/c2crm-review-12885531)**

**Rating:** 5.0/5.0 stars

_— Khushbu B._

[Read full review](https://www.g2.com/survey_responses/c2crm-review-12885531)

#### What Are G2 Users Discussing About C2CRM?

- [What is C2CRM used for?](https://www.g2.com/discussions/what-is-c2crm-used-for) - 1 comment

### [Superleap](https://www.g2.com/products/superleap/reviews)

Superleap is an enterprise-grade, AI-powered CRM built for modern sales, marketing, and operations teams that need speed, scale, and reliability. Designed for high-volume B2C and B2B use cases across industries like Education, Healthcare, and BFSI, Superleap streamlines lead management, account and opportunity workflows, and cross‑functional collaboration—so teams spend more time selling and less time managing tools. At its core, Superleap delivers a 98% customizable data model, native automations, and integrated communication rails (Email, WhatsApp, SMS, IVRS, RCS). Our modular suites—Sales Automation, Marketing Automation, Task Management, and Team & Access Management—enable consistent pipeline execution, role‑based permissions, and advanced reporting. Built‑in AI features—SuperDash, SuperBoards, and SuperFlows—surface real‑time insights, automate repetitive tasks, and accelerate decision‑making with guardrails for enterprise data governance. Implementation is fast and structured. We provide end‑to‑end scoping, user experience design, workflow configuration, integrations, training, and an extended hypercare phase to ensure smooth adoption. As an API‑first platform, Superleap offers REST APIs, webhooks, and low/no‑code builders for custom workflows, plus an open connector ecosystem for rapid integrations with lead sources and third‑party tools. Security and reliability are foundational. Superleap commits to 99.5% uptime, runs on cloud‑native infrastructure with multi‑region failover and WAF protection, and aligns with GDPR, HIPAA, SOC2, and ISO 27001 practices. Enterprise RBAC, audit logs, MFA/SSO, and data privacy controls (opt‑out, consent, deletion) are standard, helping compliance teams meet regulatory and internal policy requirements. Our pricing is simple and transparent: clear per‑user plans with no hidden à la carte charges. Pro covers everything growing teams need—unlimited workflows, forms, and custom dashboards—while Enterprise adds advanced security, compliance, scale, and governance. With dedicated technical account management and white‑glove support, Superleap helps organizations implement faster, adapt to change at 5× speed, and compound ROI through continuous iteration.

**Average Rating:** 4.6/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Superleap?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Contact & Account Management:** 9.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Superleap?

- **Seller:** [Superleap](https://www.g2.com/sellers/superleap)
- **Year Founded:** 2024
- **HQ Location:** Bengaluru South, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=109dec709311e1fc95710987542298806958ff8b5c8017bc41edbe6ab56da1f3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuperleapai%2F&secure%5Burl_type%5D=linkedin_company_website)  
55 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Education Management
- **Company Size:** 46% Medium, 39% Large

#### What Do G2 Reviewers Say About Superleap?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Superleap, finding it simple and intuitive for managing leads efficiently.
- Users value the **easy tracking** of Superleap, appreciating its intuitive design that enhances lead management efficiency.
- Users value the **simplicity and organization** of Superleap, significantly enhancing their efficiency in managing leads.
- Users value the **real-time call recordings** of Superleap, enhancing efficiency with instant activity logs.
- Users appreciate the **intuitive design** of Superleap, making lead management and follow-ups effortlessly simple and organized.

##### Cons

- Users find **integration issues** with Superleap, wishing for better connectivity with other tools and improved customization.
- Users feel that Superleap has **limited customization** , impacting reporting and integration options compared to mature CRMs.
- Users note the **limited features** of Superleap compared to more mature CRM options, affecting reporting and customization.
- Users struggle with **search issues** , finding it difficult to conduct effective global searches for their generated leads.

#### What Are Recent G2 Reviews of Superleap?

**["Reliable CRM for End-to-End Business Process Management"](https://www.g2.com/survey_responses/superleap-review-13076369)**

**Rating:** 4.5/5.0 stars

_— Tanya Saxena ._

[Read full review](https://www.g2.com/survey_responses/superleap-review-13076369)

**["AI-Powered CRM That Streamlines Integrations, Insights, and Team Efficiency"](https://www.g2.com/survey_responses/superleap-review-13141842)**

**Rating:** 5.0/5.0 stars

_— Yarab P._

[Read full review](https://www.g2.com/survey_responses/superleap-review-13141842)

### [Maximizer](https://www.g2.com/products/maximizer/reviews)

Maximizer is a customer relationship management (CRM) solution designed to help businesses enhance their visibility into activities that drive success and maintain control over critical opportunities. This adaptable platform caters to organizations of various sizes and industries, with specific offerings for financial services and sales professionals. Maximizer offers a comprehensive suite of tools that improve revenue-generating processes, monitor performance, and facilitate informed decision-making. By focusing on customization and ease of use, Maximizer empowers users to configure the system and tailor it to their specific needs without requiring extensive IT support or developer resources. Maximizer provides services to a diverse customer base, including financial services professionals such as financial advisors, wealth managers, investment planners, insurance brokers, mortgage brokers, small- and medium-sized sales teams across multiple industries , marketing professionals, and customer service teams. With a flexible, adaptable design that allows businesses to build successful processes that align with their unique workflows, users can easily configure the CRM to track revenue-generating activities. This ease of customizations ensures that teams can remain focused on the initiatives that contribute to increasing pipeline and revenue. This level of customization enhances user experience and also fosters a culture of accountability and performance within organizations. Key features include robust monitoring capabilities that provide insights into business health. Users can visualize and report on performance metrics and trends, enabling them to identify areas for improvement and capitalize on growth opportunities. The platform's AI-driven insights further improve decision-making by surfacing timely actions that can lead to strategic advantages. This combination of data visualization and intelligent recommendation helps businesses stay agile in a competitive landscape. The benefits of using Maximizer extend beyond functionality. By offering a user-friendly interface and customizable features, the platform minimizes the learning curve for new users, allowing teams to adopt the system quickly without the need for additional resources from other departments. Additionally, the integration of AI technology ensures that users receive actionable insights that can significantly impact their strategic planning and execution. This proactive approach to CRM not only enhances operational efficiency but also strengthens customer relationships, ultimately driving long-term success for businesses. Maximizer stands out in the CRM category, particularly for financial services and sales professionals, by providing a flexible, user-centric solution that adapts to the unique needs of each organization. Its focus on visibility, customization, and AI-driven insights positions it as a valuable tool for businesses looking to optimize their operations and achieve sustainable growth.

**Average Rating:** 4.0/5.0

**Total Reviews:** 641

#### How Do G2 Users Rate Maximizer?

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Maximizer?

- **Seller:** [Maximizer Software](https://www.g2.com/sellers/maximizer-software)
- **Company Website:** www.maximizer.com
- **Year Founded:** 1987
- **HQ Location:** Vancouver, Canada
- **Twitter:** @maximizercrm  
3,115 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2ce601dfb6407f05dba07853f761ff2602f1bc823d48b8d66d09f8a33d26bd86&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmaximizercrm%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
140 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Advisor, Administrative Assistant
- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 73% Small, 19% Medium

#### What Do G2 Reviewers Say About Maximizer?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Maximizer, facilitating seamless collaboration and project management for their teams.
- Users value the **customizable lead management** features of Maximizer, enhancing efficiency and improving sales tracking significantly.
- Users value the **efficient task management features** of Maximizer, enhancing teamwork and project organization.
- Users value the **efficient customer management** of Maximizer, enhancing engagement tracking and simplifying team collaboration.
- Users value the **enhanced organization efficiency** of Maximizer, facilitating streamlined customer management and improved team collaboration.

##### Cons

- Users face a **steep learning curve** with Maximizer, making it challenging to adapt and optimize the system effectively.
- Users experience **integration issues** with Maximizer, facing delays, freezes, and inconsistent calendar syncing that hinder productivity.
- Users desire more **features and integration** in Maximizer, finding initial setup and navigation challenging.
- Users find Maximizer's interface **not intuitive** , leading to slow navigation and a steep learning curve for new users.
- Users experience **slow loading** times with Maximizer, making navigation and updates feel sluggish and frustrating.

#### What Are Recent G2 Reviews of Maximizer?

**["Maximizer Streamlines CRM, Quotes, and Outlook Sync for Faster Sales"](https://www.g2.com/survey_responses/maximizer-review-12473388)**

**Rating:** 4.0/5.0 stars

_— Izfar H._

[Read full review](https://www.g2.com/survey_responses/maximizer-review-12473388)

**["Maximizer: Seamless Partner Management, Campaign Tracking, and Case Support"](https://www.g2.com/survey_responses/maximizer-review-12467365)**

**Rating:** 4.5/5.0 stars

_— Imanda I._

[Read full review](https://www.g2.com/survey_responses/maximizer-review-12467365)

#### What Are G2 Users Discussing About Maximizer?

- [What is Maximizer CRM used for?](https://www.g2.com/discussions/what-is-maximizer-crm-used-for) - 3 comments
- [What is a CRM software package?](https://www.g2.com/discussions/what-is-a-crm-software-package)
- [What is the most popular CRM software?](https://www.g2.com/discussions/what-is-the-most-popular-crm-software)
- [What are the top 5 CRM systems?](https://www.g2.com/discussions/what-are-the-top-5-crm-systems)
- [What are the features of CRM software?](https://www.g2.com/discussions/what-are-the-features-of-crm-software)

### [HighLevel](https://www.g2.com/products/highlevel/reviews)

HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide. Functionality includes CRM, Email, 2-way SMS, Consolidated SMS/Messenger/Instagram DM/Whatsapp/GMB Chat, Outbound Calling, Call Tracking, Call Recording, Power Dialer, Form Builder, Survey Builder, Funnel Builder, Website Builder, Online Scheduling, Workflow Automation, Social Media Scheduling, Proposals, Estimates, Invoicing, Reporting, Webhooks, and more! Flat pricing, unlimited sub-accounts for agencies managing clients that can be cloned to speed up setups, and even white-label! Start with a 14 day free trial!

**Average Rating:** 4.6/5.0

**Total Reviews:** 633

#### How Do G2 Users Rate HighLevel?

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

#### Who Is the Company Behind HighLevel?

- **Seller:** [HighLevel](https://www.g2.com/sellers/highlevel)
- **Company Website:** gohighlevel.com
- **Year Founded:** 2018
- **HQ Location:** Dallas, Texas
- **Twitter:** @gohighlevel  
8,862 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=089a0fc65d9582c7686e98c3d2241d83a7dea5d7f4dda4b2af2942b3940a420d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhighlevel%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,407 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Consulting
- **Company Size:** 64% Small, 3% Medium

#### What Do G2 Reviewers Say About HighLevel?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **flexibility and affordability** of HighLevel, praising its comprehensive features and seamless integrations.
- Users appreciate the **efficiency and customer service** of HighLevel, enjoying comprehensive options without extra costs.
- Users appreciate the **excellent customer support** of HighLevel, which enhances overall satisfaction and functionality.
- Users value the **extensive features** of HighLevel, applauding the innovative tools that enhance their marketing capabilities.
- Users value the **intuitive automation** capabilities of HighLevel, enhancing functionality and streamlining client management effortlessly.

##### Cons

- Users find the **learning curve challenging** , as the complexity and constant updates can be overwhelming.
- Users desire **more features** in HighLevel, particularly for email marketing and live streaming integrations.
- Users find a **steep learning curve** with HighLevel, which can be challenging for those unprepared for extensive training.
- Users find HighLevel to be **not intuitive** , facing confusion due to its complexity and extensive information.
- Users express frustration over **poor customer support** , often receiving unhelpful, vague responses to their inquiries.

#### What Are Recent G2 Reviews of HighLevel?

**["Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM"](https://www.g2.com/survey_responses/highlevel-review-13050560)**

**Rating:** 5.0/5.0 stars

_— Marque C._

[Read full review](https://www.g2.com/survey_responses/highlevel-review-13050560)

**["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)**

**Rating:** 5.0/5.0 stars

_— Joe G._

[Read full review](https://www.g2.com/survey_responses/highlevel-review-12853292)

#### What Are G2 Users Discussing About HighLevel?

- [How are other agencies working around HighLevel’s limits for bigger or more custom clients?](https://www.g2.com/discussions/how-are-other-agencies-working-around-highlevel-s-limits-for-bigger-or-more-custom-clients) - 3 comments, 1 upvote
- [Has pricing and “hidden” add‑ons changed how you package HighLevel to your own clients?](https://www.g2.com/discussions/has-pricing-and-hidden-add-ons-changed-how-you-package-highlevel-to-your-own-clients) - 1 comment
- [What tips do you have for keeping email and SMS healthy when the tech side feels fragile?](https://www.g2.com/discussions/what-tips-do-you-have-for-keeping-email-and-sms-healthy-when-the-tech-side-feels-fragile) - 1 comment, 1 upvote
- [How are you handling HighLevel’s steep learning curve without losing days of billable time?](https://www.g2.com/discussions/how-are-you-handling-highlevel-s-steep-learning-curve-without-losing-days-of-billable-time) - 1 comment
- [Unstable workflows and random glitches slow down client work and force me to recheck everything](https://www.g2.com/discussions/unstable-workflows-and-random-glitches-slow-down-client-work-and-force-me-to-recheck-everything) - 1 comment, 1 upvote

### [Orgzit](https://www.g2.com/products/orgzit-orgzit/reviews)

Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application.

**Average Rating:** 4.8/5.0

**Total Reviews:** 43

#### How Do G2 Users Rate Orgzit?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Orgzit?

- **Seller:** [Orgzit](https://www.g2.com/sellers/orgzit)
- **Year Founded:** 2016
- **HQ Location:** San Jose, California
- **Twitter:** @Orgzit  
218 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=22a3bb6c67924ae5584eb81873c6e1628ca44e653800c7f6dbf723a1081c5775&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13200297%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Logistics and Supply Chain
- **Company Size:** 57% Medium, 32% Small

#### What Do G2 Reviewers Say About Orgzit?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Orgzit, appreciating its flexibility and intuitive dashboard for daily task management.
- Users appreciate Orgzit's **flexibility and configurability** , enabling customized solutions for diverse business needs without coding.
- Users value Orgzit's **comprehensive features** , enhancing collaboration and streamlining business processes effectively.
- Users appreciate the **flexibility** of Orgzit, allowing easy customization to meet specific business needs without coding.
- Users value the **streamlined collaboration** and accessibility of Orgzit, enhancing efficiency across business processes and teams.

##### Cons

- Users note occasional **connectivity issues** with Orgzit, particularly when integrating with traditional databases like SQL.
- Users find the **user interface challenging** , indicating that design improvements could enhance overall usability.
- Users note some **display issues** with Orgzit, particularly in the user interface, suggesting room for improvement.
- Users feel there's **incomplete information** , especially regarding client report creation, affecting overall usability.
- Users note **integration issues** with conventional databases like SQL, affecting seamless connectivity and functionality.

#### What Are Recent G2 Reviews of Orgzit?

**["Connecting and searching files made easy for enhanced productivity"](https://www.g2.com/survey_responses/orgzit-review-8641340)**

**Rating:** 5.0/5.0 stars

_— Naveen K._

[Read full review](https://www.g2.com/survey_responses/orgzit-review-8641340)

**["Orgzit provided senocare with a tailor-made CRM for our healthcare services"](https://www.g2.com/survey_responses/orgzit-review-8618328)**

**Rating:** 4.5/5.0 stars

_— Shakti S._

[Read full review](https://www.g2.com/survey_responses/orgzit-review-8618328)

#### What Are G2 Users Discussing About Orgzit?

- [What is Orgzit used for?](https://www.g2.com/discussions/what-is-orgzit-used-for)

### [VobeSoft](https://www.g2.com/products/vobesoft/reviews)

VobeSoft is the modular platform for your work. Configure databases, automations, and views to streamline and optimize your operations—all within one flexible system. Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used.

**Average Rating:** 4.6/5.0

**Total Reviews:** 42

#### How Do G2 Users Rate VobeSoft?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind VobeSoft?

- **Seller:** [VobeSoft](https://www.g2.com/sellers/vobesoft)
- **Year Founded:** 2011
- **HQ Location:** s-Hertogenbosch, North Brabant
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=469c5a49c3bbe947413336de34366dfd55c270a8352935f3fd0a340f24692e3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvobesoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance, Financial Services
- **Company Size:** 60% Small, 37% Medium

#### What Do G2 Reviewers Say About VobeSoft?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of VobeSoft, highlighting its flexibility and straightforward setup for custom needs.
- Users value the **easy customization** of VobeSoft, appreciating its flexibility and adaptability to their unique needs.
- Users highlight the **flexibility and customization** of VobeSoft, making it ideal for diverse organizational needs.
- Users value the **flexible customizability** of VobeSoft, which adapts effortlessly to their unique business needs.
- Users appreciate the **flexibility and customization** of VobeSoft, allowing for easy adaptation to specific business needs.

##### Cons

- Users note the **steep learning curve** with VobeSoft, requiring time to master data modeling and application usage.

#### What Are Recent G2 Reviews of VobeSoft?

**["Easy to use, configurable and great customer service"](https://www.g2.com/survey_responses/vobesoft-review-9041705)**

**Rating:** 5.0/5.0 stars

_— Steven L._

[Read full review](https://www.g2.com/survey_responses/vobesoft-review-9041705)

**["intuitive, adaptable, reliable and flexible"](https://www.g2.com/survey_responses/vobesoft-review-9881279)**

**Rating:** 4.5/5.0 stars

_— Verified User in Alternative Dispute Resolution_

[Read full review](https://www.g2.com/survey_responses/vobesoft-review-9881279)

#### What Are G2 Users Discussing About VobeSoft?

- [What is VobeSoft used for?](https://www.g2.com/discussions/what-is-vobesoft-used-for)

### [OneHash CRM](https://www.g2.com/products/onehash-crm/reviews)

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 70

#### How Do G2 Users Rate OneHash CRM?

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

#### Who Is the Company Behind OneHash CRM?

- **Seller:** [OneHash](https://www.g2.com/sellers/onehash)
- **Year Founded:** 2020
- **HQ Location:** Delaware
- **Twitter:** @OneHash  
593 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=22bed1ad7527530dcac78273c7f2db7a15eaa592c7fdbdf8f5990fa145c1f411&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fonehash&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About OneHash CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of OneHash CRM, simplifying business data management and reducing software costs.
- Users praise the **comprehensive features** of OneHash CRM, enabling seamless integration and customization across all business units.
- Users value the **extensive customizability** of OneHash CRM, enabling tailored solutions for unique business requirements.
- Users praise OneHash CRM for its **efficiency** , streamlining operations and boosting productivity across all business units.
- Users value the **extensive customization options** of OneHash CRM, enabling tailored solutions for diverse business needs.

##### Cons

- Users find the **learning curve steep** due to limited documentation, making it challenging for small businesses to adapt.
- Users find **limited customization** options in OneHash CRM, making it difficult and sometimes confusing to tailor the system.
- Users find the **learning difficulty** of OneHash CRM challenging, as it requires time and effort to master its features.
- Users face a **steep learning curve** with OneHash CRM, making initial use challenging for small businesses.
- Users find **difficult customization** challenges with OneHash CRM, as implementation can be confusing and unpredictable.

#### What Are Recent G2 Reviews of OneHash CRM?

**["User Friendly Interface"](https://www.g2.com/survey_responses/onehash-crm-review-9910492)**

**Rating:** 5.0/5.0 stars

_— Verified User in Health, Wellness and Fitness_

[Read full review](https://www.g2.com/survey_responses/onehash-crm-review-9910492)

**["Multi-currency feature makes OneHash a worthwhile investment."](https://www.g2.com/survey_responses/onehash-crm-review-10469600)**

**Rating:** 5.0/5.0 stars

_— Sara L._

[Read full review](https://www.g2.com/survey_responses/onehash-crm-review-10469600)

#### What Are G2 Users Discussing About OneHash CRM?

- [What is OneHash CRM used for?](https://www.g2.com/discussions/what-is-onehash-crm-used-for) - 1 comment

### [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews)

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 938

#### How Do G2 Users Rate Constant Contact Advanced Automation?

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

#### Who Is the Company Behind Constant Contact Advanced Automation?

- **Seller:** [Constant Contact](https://www.g2.com/sellers/constant-contact-5aaee82b-8325-4eeb-b7b7-15fada778076)
- **Year Founded:** 1995
- **HQ Location:** Waltham, US
- **Twitter:** @ConstantContact  
67,137 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8b1f70774b20876cbd6f2e58e03d1e39c91352c8e3e3b2c4795aca37ecef11c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconstant-contact%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,147 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Constant Contact Advanced Automation?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Constant Contact Advanced Automation, making email marketing simple and efficient.
- Users appreciate the **automatic posting and email automation** features of Constant Contact, streamlining their workflow efficiently.
- Users love the **automation features** of Constant Contact, making email management effortless during busy times.
- Users find the **time-saving automation** of Constant Contact invaluable for managing email sequences effortlessly.
- Users appreciate the **advanced automation tools** for seamless cold outreach and effective lead nurturing.

##### Cons

- Users find that the **limited customization** options hinder their ability to fully tailor the automation features.
- Users express frustration with the **missing features** in Constant Contact's Advanced Automation, impacting customization and editing capabilities.
- Users find the **limited features** of Constant Contact Advanced Automation restrict workflow customization and deeper analytics.
- Users find the **automation issues** in Constant Contact Advanced Automation hinder effective workflow management and limit functionality.
- Users experience **editing issues** with Constant Contact, facing frustration from glitches and limited customization options.

#### What Are Recent G2 Reviews of Constant Contact Advanced Automation?

**["Simple, All-in-One Marketing Platform with Easy Email Campaigns"](https://www.g2.com/survey_responses/constant-contact-advanced-automation-review-11542733)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/constant-contact-advanced-automation-review-11542733)

**["Easy Set-Up, Multi-Domain Capability"](https://www.g2.com/survey_responses/constant-contact-advanced-automation-review-8969236)**

**Rating:** 5.0/5.0 stars

_— James C._

[Read full review](https://www.g2.com/survey_responses/constant-contact-advanced-automation-review-8969236)

#### What Are G2 Users Discussing About Constant Contact Advanced Automation?

- [What is SharpSpring used for?](https://www.g2.com/discussions/what-is-sharpspring-used-for)
- [How do I cancel SharpSpring?](https://www.g2.com/discussions/how-do-i-cancel-sharpspring) - 1 comment
- [How much does SharpSpring cost?](https://www.g2.com/discussions/how-much-does-sharpspring-cost) - 1 comment, 1 upvote
- [Is SharpSpring a CRM?](https://www.g2.com/discussions/is-sharpspring-a-crm) - 1 comment
- [What is SharpSpring?](https://www.g2.com/discussions/what-is-sharpspring) - 2 comments

### [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews)

Vtiger’s mission is to build software that gives customer-facing teams at small- and medium-sized businesses the ability to create fruitful and enduring relationships with customers. Vtiger CRM provides you a 360-degree view of all your customer information in one place and helps you optimize your sales, support, and marketing touch-points with real-time actions and conversational Insights. Vtiger CRM helps teams create delightful experiences across the entire customer lifecycle - AI-powered CRM and robust automation tools help sales teams to focus on the right deals and deliver growth. With Vtiger, get a unified CRM to break silos and get marketing, sales, and support on the same page with a single source of truth. Deliver exceptional customer experience and support by engaging with your customers across multiple channels. Manage your work on the go with our mobile applications for both Android and iOS.

**Average Rating:** 4.3/5.0

**Total Reviews:** 389

#### How Do G2 Users Rate Vtiger All-In-One 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:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Vtiger All-In-One CRM?

- **Seller:** [Vtiger](https://www.g2.com/sellers/vtiger)
- **Year Founded:** 2004
- **HQ Location:** Cupertino, California
- **Twitter:** @vtigercrm  
2,678 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4add42c905d5c680bf30dcd326fe05bdee0159fdac877f842e73a865e1e945d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1270573%2F&secure%5Burl_type%5D=linkedin_company_website)  
246 employees on LinkedIn®
- **Phone:** 1-877-784-9277

#### Who Uses This Product?

- **Who Uses This:** CEO, Managing Director
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 68% Small, 30% Medium

#### What Do G2 Reviewers Say About Vtiger All-In-One CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **affordability** of Vtiger All-In-One CRM, making it accessible for small organizations.
- Users find the **call management feature** in Vtiger CRM helpful for tracking customer interactions effectively.
- Users value the **customizability** of Vtiger All-In-One CRM, enabling tailored solutions for unique business needs.
- Users value the **customization options** in Vtiger All-In-One CRM for tracking specific customer needs effectively.
- Users love the **ease of use** of Vtiger All-In-One CRM, requiring no complex training for effective application.

##### Cons

- Users note a **lack of essential features** in Vtiger All-In-One CRM compared to other CRM systems like SAP.
- Users report **persistent bugs** and poor customer support, leading to frustrating experiences and unresolved migration issues.
- Users report significant **CRM issues** with Vtiger, citing poor customer service and migration errors leading to frustration.
- Users find Vtiger's interface **not intuitive** , complicating setup and hindering effective use of the system.
- Users report that Vtiger can be **not user-friendly** , citing difficulties with setup and poor customer service throughout the process.

#### What Are Recent G2 Reviews of Vtiger All-In-One CRM?

**["All-in-One Vtiger Platform That Boosts Productivity and Team Coordination"](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-12792429)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-12792429)

**["Easy to use"](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-6885870)**

**Rating:** 5.0/5.0 stars

_— Mbuso H._

[Read full review](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-6885870)

#### What Are G2 Users Discussing About Vtiger All-In-One CRM?

- [What is Vtiger All-In-One CRM used for?](https://www.g2.com/discussions/what-is-vtiger-all-in-one-crm-used-for)
- [What is CRM in management?](https://www.g2.com/discussions/vtiger-all-in-one-crm-what-is-crm-in-management)
- [Is vtiger free?](https://www.g2.com/discussions/is-vtiger-free)
- [How do CRM systems work?](https://www.g2.com/discussions/how-do-crm-systems-work)
- [What is the use of vtiger CRM?](https://www.g2.com/discussions/vtiger-all-in-one-crm-what-is-the-use-of-vtiger-crm)

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[Browse CRM Themes](/categories/crm/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated 

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.

Show More

* * *

## 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/)