Best CRM Software for Medium-Sized Businesses - Page 4

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monday CRM

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

Average Rating: 4.5/5.0

Total Reviews: 1,681

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,666

Category Stats (Sep 2026)

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

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

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

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

G2 Grid® for CRM Software

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

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

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

Nutshell

Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

Average Rating: 4.3/5.0

Total Reviews: 1,433

How Do G2 Users Rate Nutshell?

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

Who Is the Company Behind Nutshell?

  • Seller: Nutshell
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Ann Arbor, US
  • Twitter: @nutshell
    2,794 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    82 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 73% Small, 17% Medium

What Do G2 Reviewers Say About Nutshell?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Nutshell, keeping everything organized in one application effortlessly.
  • Users find Nutshell to be a reliable and intuitive tool that simplifies tracking and managing admissions efficiently.
  • Users praise Nutshell's exceptional customer support, highlighting prompt issue resolution and helpful educational resources.
  • Users love the powerful email marketing tools in Nutshell, noting their ease of use and effective tracking capabilities.
  • Users find Nutshell to be intuitive and easy to use, enhancing collaboration and daily sales activity management.
Cons
  • Users find missing features like better task differentiation and automations hinder efficiency and usability in Nutshell.
  • Users find Nutshell's limited features in customization and integrations somewhat restrictive for their business needs.
  • Users find limited customization in Nutshell, especially for mobile features and email templates, impacting user experience.
  • Users find the steep learning curve of Nutshell frustrating due to frequent feature changes and layout complications.
  • Users experience email integration issues occasionally, requiring cleanup of incorrect leads and dealing with duplicate notifications.

What Are Recent G2 Reviews of Nutshell?

Thryv

Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform. Now including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals. From getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business.

Average Rating: 4.3/5.0

Total Reviews: 1,894

How Do G2 Users Rate Thryv?

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

Who Is the Company Behind Thryv?

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

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Health, Wellness and Fitness
  • Company Size: 90% Small, 9% Medium

What Do G2 Reviewers Say About Thryv?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use with Thryv, particularly for scheduling appointments and managing customer interactions.
  • Users appreciate the efficient automation features of Thryv, which enhance productivity and streamline marketing efforts.
  • Users praise the outstanding customer support of Thryv, emphasizing its helpfulness and responsiveness throughout their experience.
  • Users value the automation features of Thryv, enhancing efficiency and ensuring consistent client follow-ups effortlessly.
  • Users appreciate the helpful features of Thryv, enhancing productivity and streamlining communication effectively.
Cons
  • Users highlight several missing features in Thryv, such as invoice creation and customizable calendar availability.
  • Users face a challenging learning curve with Thryv, making it difficult to utilize its full potential effectively.
  • Users express dissatisfaction with pricing limitations and functionality issues that hinder their overall experience with Thryv.
  • Users find Keap's limited features frustrating, lacking essential elements like inventory management and customizable reporting.
  • Users find Thryv's pricing expensive and limiting, creating challenges with user licenses and contact list limits.

What Are Recent G2 Reviews of Thryv?

What Are G2 Users Discussing About Thryv?

Salesflare

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: 297

How Do G2 Users Rate Salesflare?

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

Who Is the Company Behind Salesflare?

  • Seller: Salesflare
  • Year Founded: 2014
  • HQ Location: N/A
  • Twitter: @salesflare
    7,012 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Salesflare?

AI-generated summary from verified user reviews

Pros
  • Users find Salesflare's ease of use remarkable, appreciating its intuitive setup and seamless automation features.
  • Users appreciate the effortless CRM automation of Salesflare, enhancing productivity and ensuring no opportunity is missed.
  • Users appreciate the time-saving automation of Salesflare, seamlessly managing interactions and streamlining workflows.
  • Users love the clean, user-friendly interface of Salesflare, which enhances efficiency and supports business growth.
  • Users commend the automation features of Salesflare, which simplify data entry and enhance productivity effectively.
Cons
  • Users note the limited customization and reporting features in Salesflare, which may restrict advanced analytics needs.
  • Users find Salesflare has limited customization and reporting features, lacking the depth found in larger CRMs.
  • Users note the limited customization options in Salesflare compared to other CRMs, affecting their flexibility and experience.
  • Users point out that reporting issues exist, with a desire for more advanced analytics capabilities.
  • Users find the limited feature updates of Salesflare disappointing, affecting its competitiveness and overall user experience.

What Are Recent G2 Reviews of Salesflare?

Ricochet360

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
  • Year Founded: 2010
  • HQ Location: El Segundo, CA
  • Twitter: @speedtocontact
    519 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    69 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 love the user-friendly interface of Ricochet360, making navigation and setup incredibly simple and efficient.
  • Users love the easy integration of Ricochet360, simplifying connections and enhancing user experience across complex systems.
  • Users value Ricochet360's efficient lead management system for real-time tracking and improved conversion rates.
  • Users value the user-friendly interface of Ricochet360, making it simple to navigate and connect tools effectively.
  • Users value the automation capabilities of Ricochet360, enhancing efficiency and streamlining marketing efforts effortlessly.
Cons
  • Users express frustration with the complex setup, noting limitations in customization and flexibility for advanced needs.
  • Users feel that Ricochet360's dashboard customization is limited, restricting flexibility in adapting to complex business needs.
  • Users feel Ricochet360 has limited customization flexibility, lacking options for complex scenarios and dashboard arrangements.
  • Users find Ricochet360's customization flexibility limited, especially for complex business scenarios and dashboard adjustments.
  • Users find Ricochet360's limited customization options insufficient for complex business scenarios and dashboard flexibility.

What Are Recent G2 Reviews of Ricochet360?

What Are G2 Users Discussing About Ricochet360?

Orgzit

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
  • Year Founded: 2016
  • HQ Location: San Jose, California
  • Twitter: @Orgzit
    218 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18 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 enjoy the ease of use of Orgzit, appreciating its flexibility and quick configuration options for their needs.
  • Users appreciate Orgzit for its flexibility and seamless customization, enhancing collaboration and optimizing business processes effectively.
  • Users value Orgzit for its data organization and collaboration features, enhancing efficiency and accessibility across teams.
  • Users love Orgzit’s flexibility, enabling easy customization to meet specific business needs without coding efforts.
  • Users value Orgzit for its efficient collaboration and flexibility, streamlining business processes and enhancing productivity.
Cons
  • Users highlight connectivity issues with Orgzit, suggesting improvements for better integration with conventional databases like SQL.
  • Users find the user interface design challenging, suggesting a need for improvements to enhance usability.
  • Users feel the user interface could be improved in Orgzit for a better overall experience.
  • Users feel the need for incomplete information in reports and suggest improvements to the user interface.
  • Users note that the integration with conventional databases like SQL could be improved for better functionality.

What Are Recent G2 Reviews of Orgzit?

What Are G2 Users Discussing About Orgzit?

C2CRM

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: 74

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.
  • Year Founded: 1993
  • HQ Location: Coppell, TX
  • Twitter: @C2CRM
    699 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    29 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Telecommunications, Hospital & Health Care
  • Company Size: 61% Medium, 28% Small

What Do G2 Reviewers Say About C2CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the customizability of C2CRM, significantly enhancing their lead generation and marketing automation efforts.
  • Users praise the easy-to-use interface of C2CRM, enhancing organization and efficiency in their workflow.
  • Users value the easy customization of C2CRM, enabling tailored solutions that enhance lead tracking and marketing automation.
  • Users appreciate the responsive customer support from C2CRM, ensuring a customized and effective implementation experience.
  • Users value the customization capabilities of C2CRM, enabling tailored solutions for business processes and effective lead management.
Cons
  • Users find the learning curve steep, especially for beginners, making C2CRM challenging to navigate initially.
  • Users notice the outdated interface and limited customization options, suggesting a need for modern updates and better integrations.
  • Users find C2CRM not intuitive, requiring manual work and prior experience for a seamless experience.
  • Users find C2CRM less user-friendly, often requiring manual effort and posing challenges for beginners and mobile access.
  • Users experience poor customer support from C2CRM, indicating a need for improvement in assistance and responsiveness.

What Are Recent G2 Reviews of C2CRM?

What Are G2 Users Discussing About C2CRM?

Sugar Sell

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
  • Year Founded: 2004
  • HQ Location: Cupertino, CA
  • LinkedIn® Page: www.linkedin.com
    577 employees on LinkedIn®
  • Phone: +1 (408) 454-6900

Who Uses This Product?

  • Who Uses This: Marketing Manager, Sales Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 50% Medium, 36% Small

What Do G2 Reviewers Say About Sugar Sell?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Sugar Sell, enjoying its intuitive interface and quick setup for seamless selling.
  • Users appreciate the user-friendly interface of Sugar Sell, making the selling process quick and intuitive.
  • Users value the easy setup of Sugar Sell, allowing quick onboarding and smooth, efficient sales processes.
  • Users value the easy customization of Sugar Sell, crucial for tailoring CRM to unique business needs and processes.
  • Users value the time efficiency of Sugar Sell, which simplifies workflows and improves productivity through automation.
Cons
  • Users experience integration issues with Sugar Sell, struggling to connect niche tools without extensive API tweaking.
  • Users face a challenging learning curve with Sugar Sell, particularly due to its complex interface and functionalities.
  • Users feel the limited customization options hinder deeper analytics and advanced features needed for complex workflows.
  • Users find Sugar Sell not intuitive, leading to difficulties with functionalities like dashboard creation and overall usability.
  • Users find the constant bugs and glitches in Sugar Sell frustrating, disrupting workflow and requiring additional resources to fix.

What Are Recent G2 Reviews of Sugar Sell?

What Are G2 Users Discussing About Sugar Sell?

Method CRM

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: 341

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.
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Toronto
  • Twitter: @MethodCRM
    2,075 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    112 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 to be easy to use, enhancing organization and data management for efficient workflow.
  • Users enjoy the outstanding customization options of Method CRM, tailoring workflows to enhance their operational efficiency.
  • Users value the seamless integration with QuickBooks, enhancing their CRM and accounting functionality for improved efficiency.
  • Users value the responsive customer support of Method CRM, ensuring quick assistance and effective solutions whenever needed.
  • Users highlight the extensive customization options of Method CRM, enabling tailored workflows that enhance operational efficiency.
Cons
  • Users find the learning curve for Method CRM steep, complicating initial setup and familiarity with its features.
  • Users experience limited customization, as changes often require costly developer support and can complicate the system.
  • Users experience several glitches and performance issues, particularly with the mobile app and integration syncing.
  • Users find customization costs for Method CRM to be a significant financial burden, impacting overall affordability.
  • Users note the missing features in Method CRM, wishing for improved reporting and comprehensive all-in-one capabilities.

What Are Recent G2 Reviews of Method CRM?

What Are G2 Users Discussing About Method CRM?

Constant Contact Advanced Automation

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

Average Rating: 4.4/5.0

Total Reviews: 938

How Do G2 Users Rate Constant Contact Advanced Automation?

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

Who Is the Company Behind Constant Contact Advanced Automation?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Constant Contact Advanced Automation?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Constant Contact Advanced Automation, making email marketing simple and efficient.
  • Users appreciate the ease of automating emails and newsletters with Constant Contact Advanced Automation, enhancing productivity effortlessly.
  • Users appreciate the advanced automation of Constant Contact, simplifying email management during busy times with ease.
  • Users appreciate the time-saving automation of Constant Contact, enabling quick responses and stress-free email management.
  • Users value the advanced automation features of Constant Contact for seamless lead nurturing and efficient outreach campaigns.
Cons
  • Users find the limited customization options restrictive, impacting the flexibility of their automation workflows.
  • Users face missing features in Constant Contact Advanced Automation, such as limited customization and editing difficulties.
  • Users find the limited features of Constant Contact Advanced Automation restrict their customization and effectiveness.
  • Users find automation issues in Constant Contact Advanced Automation, citing limitations in branching logic and A/B testing capabilities.
  • Users are frustrated by editing issues that hinder email customization and lead to inconsistent formatting during creation.

What Are Recent G2 Reviews of Constant Contact Advanced Automation?

What Are G2 Users Discussing About Constant Contact Advanced Automation?

HighLevel

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: 636

How Do G2 Users Rate HighLevel?

  • Has the product been a good partner in doing business?: 8.5/10 (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
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Dallas, Texas
  • Twitter: @gohighlevel
    8,862 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,569 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 enjoy the flexibility and comprehensive features of HighLevel, finding it easy to set up and integrate.
  • Users appreciate the all-in-one functionality of HighLevel, enhancing efficiency in marketing, sales, and client management.
  • Users praise the excellent customer support of HighLevel, appreciating their responsiveness and active feature requests.
  • Users value the extensive feature set of Go HighLevel, appreciating its depth and constant innovation in marketing tools.
  • Users value the intuitive automation setup in HighLevel, enhancing their workflow and client management effectively.
Cons
  • Users find the steep learning curve of HighLevel challenging, complicating their ability to leverage its extensive features.
  • Users desire more missing features in HighLevel, impacting functionality like email marketing and live streaming capabilities.
  • Users face a steep learning curve with HighLevel, requiring significant effort to master its numerous features and updates.
  • Users find HighLevel to be not intuitive, often feeling overwhelmed by its complexity and learning curve.
  • Users express concern over poor customer support, finding the team uninformed and responses often vague.

What Are Recent G2 Reviews of HighLevel?

What Are G2 Users Discussing About HighLevel?

OneHash CRM

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

Average Rating: 4.4/5.0

Total Reviews: 70

How Do G2 Users Rate OneHash CRM?

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

Who Is the Company Behind OneHash CRM?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About OneHash CRM?

AI-generated summary from verified user reviews

Pros
  • Users find OneHash CRM easy to use, simplifying business data management and reducing reliance on multiple software applications.
  • Users love the comprehensive features of OneHash CRM, enabling customization and collaboration across all business units.
  • Users value the rich feature set of OneHash CRM, which streamlines processes and reduces operational costs.
  • Users value the efficiency of OneHash CRM, achieving cost reduction and streamlined collaboration across business units.
Cons
  • Users find the learning curve steep, complicating initial use and requiring extensive time for effective mastery.
  • Users find learning difficulty with OneHash CRM due to its complexity and average training resources, complicating the onboarding process.
  • Users find difficult customization in OneHash CRM challenging, often requiring support for manageable implementation.
  • Users feel there is insufficient guidance, leading to challenges in navigating and utilizing OneHash CRM effectively.
  • Users face challenges with limited customization, finding it confusing and complex, though support can assist.

What Are Recent G2 Reviews of OneHash CRM?

What Are G2 Users Discussing About OneHash CRM?

Pivotal CRM

The foundations of your customer relationship management strategy are your customer-facing employees. That's why we have purpose-built every aspect of our CRM solution to get you up-and-running quickly, while remaining flexible so it can be closely-tailored to match exactly how your team works. We have the tools to help you attract customers, manage your partners and empower your sales and customer service teams. Learn why CRM users love our solutions.

Average Rating: 3.5/5.0

Total Reviews: 59

How Do G2 Users Rate Pivotal CRM?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Pivotal CRM?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 51% Medium, 35% Large

What Do G2 Reviewers Say About Pivotal CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the better understanding of customer needs provided by Pivotal CRM, enhancing relationships and satisfaction.
  • Users appreciate the ease of use in Pivotal CRM, enjoying efficient navigation and streamlined management of their database.
  • Users value the easy navigation of Pivotal CRM, allowing efficient management and real-time tracking of sales accounts.
  • Users praise the easy tracking features of Pivotal CRM, enhancing efficiency and real-time management of sales accounts.
  • Users appreciate the valuable tools in Pivotal CRM, finding it highly conducive for their team's needs.
Cons
  • Users find limited customization in Pivotal CRM, leading to confusion and a need for clearer guidance and automation.
  • Users find that expertise is required for setting up Pivotal CRM, which can be challenging for beginners.
  • Users face integration issues with Pivotal CRM, limiting customization and impacting analytical summaries.
  • Users find the time-consuming setup of Pivotal CRM challenging, particularly for newcomers needing extensive guidance.

What Are Recent G2 Reviews of Pivotal CRM?

What Are G2 Users Discussing About Pivotal CRM?

Teamwork CRM

Teamwork.com offers a suite of integrated business management apps that enables teams to communicate seamlessly, collaborate effortlessly, drive sales, support clients and efficiently deliver on all your projects. Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your sales process — giving you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly where to focus their time and see how each deal is progressing at every stage of the sales cycle.

Average Rating: 4.2/5.0

Total Reviews: 58

How Do G2 Users Rate Teamwork CRM?

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

Who Is the Company Behind Teamwork CRM?

  • Seller: Teamwork
  • Year Founded: 2007
  • HQ Location: Cork
  • Twitter: @teamwork
    1 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    549 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 54% Small, 33% Medium

What Do G2 Reviewers Say About Teamwork CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Teamwork CRM's ease of use remarkable, enabling simple management of customer relationships and sales workflows.
  • Users commend the easy setup of Teamwork CRM, appreciating its intuitive interface and quick onboarding process.
  • Users praise the intuitive and straightforward interface of Teamwork CRM, enhancing productivity and ease of use.
  • Users appreciate the intuitive interface of Teamwork CRM, enjoying its simplicity and ease of use for daily tasks.
  • Users appreciate the convenient lead tracking in Teamwork CRM, enabling seamless collaboration and organizational efficiency.
Cons
  • Users find the limited customization options in Teamwork CRM restrict their ability to tailor the system to their needs.
  • Users find the missing features in Teamwork CRM limiting, especially in email integration and advanced CRM functionalities.
  • Users experience email integration issues with threading and tracking, affecting the overall efficiency and usability.
  • Users report feature issues with email integration and the mobile app, finding them basic and inconsistent.
  • Users face integration issues with Teamwork CRM, struggling with limited email connectivity and reliance on third-party tools.

What Are Recent G2 Reviews of Teamwork CRM?

What Are G2 Users Discussing About Teamwork CRM?

Superleap

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: 4.5/5.0

Total Reviews: 48

How Do G2 Users Rate Superleap?

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

Who Is the Company Behind Superleap?

  • Seller: Superleap
  • Year Founded: 2024
  • HQ Location: Bengaluru South, IN
  • LinkedIn® Page: www.linkedin.com
    68 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Education Management
  • Company Size: 62% Medium, 29% Large

What Do G2 Reviewers Say About Superleap?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Superleap, finding it simple and effective for managing leads and follow-ups.
  • Users appreciate the easy tracking features of Superleap, which enhance lead management and improve efficiency.
  • Users appreciate the efficiency of Superleap, finding it simple and intuitive for managing leads effectively.
  • Users value the real-time call recordings and seamless integration with Ameyo for instant call logs.
  • Users appreciate the simplicity and intuitiveness of Superleap, enhancing lead management and overall efficiency.
Cons
  • Users note integration issues with Superleap, wishing for more options to connect with other tools seamlessly.
  • Users note the limited customization of Superleap compared to more established CRMs, impacting their overall experience.
  • Users find the limited features of Superleap compared to mature CRMs can hinder functionality and integration.
  • Users often face global search issues in Superleap, making it hard to effectively track generated leads.

What Are Recent G2 Reviews of Superleap?

Maximizer

Maximizer is a customer relationship management (CRM) solution specifically designed for financial advisors and their support teams. This platform consolidates every aspect of client interactions—such as conversations, documents, and compliance details—into a single, comprehensive record. With the integration of artificial intelligence, Maximizer enhances meeting preparation by providing AI-generated summaries, ensuring that advisors are well-prepared for client discussions. The financial services sector faces unique challenges when it comes to client management. Advisors often lose clients not due to a lack of care, but because critical information is scattered across various platforms, such as emails, spreadsheets, and personal notes. Maximizer addresses this issue by centralizing all client-related data, including emails, calls, notes, appointments, and documents, into one easily searchable record. The seamless integration with Outlook automatically logs correspondence to the appropriate client, ensuring that the record remains complete without requiring manual filing. This efficiency allows advisors to focus on building relationships rather than managing paperwork. Targeted specifically at financial services professionals, the Financial Services Edition of Maximizer provides essential features that cater to the compliance requirements of advisors, wealth managers, and insurance brokers. It includes audit trails, granular permissions, and secure data hosting to meet regulatory demands. Additionally, custom fields for Know Your Customer (KYC) status and consent records allow advisors to tailor the system to their specific compliance needs. This focus on regulatory adherence has led to positive feedback from users, with long-term clients noting that compliance teams appreciate the thoroughness of the platform. Maximizer's AI capabilities further enhance its functionality by streamlining the meeting preparation process. Before meetings, AI-generated summaries compile relevant client history into a concise briefing, while post-meeting insights identify opportunities that may be slipping through the cracks. This proactive approach helps advisors stay on top of their pipelines and address potential issues before they escalate. Customization is another key feature of Maximizer. Users can configure custom fields, dashboards, and reports without needing extensive IT support, allowing teams to adapt the system to their specific workflows quickly. Most users can be operational within days, making it an efficient choice for small and mid-sized sales teams, not just in financial services but across various industries. With over 10,000 customers and a million users since its inception in 1987, Maximizer stands out as a reliable CRM solution that ensures no detail about a customer is overlooked, allowing for informed and meaningful client interactions.

Average Rating: 4.0/5.0

Total Reviews: 642

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
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Vancouver, Canada
  • Twitter: @maximizercrm
    3,115 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    133 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 find Maximizer's ease of use invaluable for organizing client interactions and enhancing efficiency.
  • Users appreciate the effective task management features of Maximizer, enhancing team collaboration and client communication.
  • Users value the organizational efficiency of Maximizer, aiding in client management and streamlining business operations effectively.
  • Users value the effective customer management tools of Maximizer, enhancing communication and organization for client information.
  • Users value the efficient lead management of Maximizer, enhancing client interactions and ensuring timely follow-ups.
Cons
  • Users find the learning curve challenging, especially for new users requiring extensive training and time for setup.
  • Users face integration issues with Maximizer, limiting the ability to connect essential marketing tools seamlessly.
  • Users express dissatisfaction with Maximizer's missing features, citing insufficient service and challenges with intuitive updates.
  • Users find Maximizer not intuitive, requiring extra effort to navigate its complex and outdated interface effectively.
  • Users find the limited customization of Maximizer to hinder productivity and complicate reporting and activity tracking.

What Are Recent G2 Reviews of Maximizer?

What Are G2 Users Discussing About Maximizer?

Julie Jung
JJ
Researched and written by Julie Jung
Updated