# Best CRM Software for Medium-Sized Businesses - Page 5

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,088

### Category Stats (Aug 2026)

- **Average Rating:** 4.39/5 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: August 01, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 121,900+ Authentic Reviews
- 1,088+ 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**

### Dotmatics

Dotmatics is a scientific R&D platform that combines ELN (electronic lab notebook), sample and sequence registration, inventory management, workflow automation, and scientific data search and analytics in one connected system. Dotmatics Luma extends this with a unified data layer that brings together instrument outputs, application data, and enterprise sources, then organizes it for analysis, visualization, and decision-making across biology, chemistry, and materials. Built for biopharma, CRO/CDMOs, and industrial R&D, Dotmatics helps teams replace disconnected point tools and spreadsheets with a governed system of record. Scientists can plan and capture experiments, track materials with full chain of custody, and connect results to the right samples, sequences, and studies so prior work is easy to find and reuse. Role-based permissions, audit trails, and compliance-ready controls support regulated workflows, while flexible integrations connect to existing lab and enterprise systems. With Luma-powered search and analytics, teams can compare candidates across assays, spot trends and outliers in complex datasets, reduce re-runs, and gain clear visibility into what’s progressing, what’s blocked, and what to advance next.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-04T05%3A30%3A48Z&secure%5Bdisplayable_resource_id%5D=447&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1186690&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1186690&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%3D5&secure%5Btoken%5D=9b6c381a4f05b0757daaf770d1f69e4b3d3271f29edf5eb8d306ae54d74b79c7&secure%5Burl%5D=https%3A%2F%2Fgo.dotmatics.com%2Fluma-platform&secure%5Burl_type%5D=custom_url)

### [Accelo](https://www.g2.com/products/accelo/reviews)

Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins.

**Average Rating:** 4.3/5.0

**Total Reviews:** 661

#### How Do G2 Users Rate Accelo?

- **Has the product been a good partner in doing business?:** 8.8/10 (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.:** 8.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Accelo?

- **Seller:** [Accelo](https://www.g2.com/sellers/accelo)
- **Company Website:** www.accelo.com
- **Year Founded:** 2011
- **HQ Location:** Denver, Colorado
- **Twitter:** @accelo  
2,980 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b77c15aa0278341164920175d99b33a5e7f6d729a1fa5ac8b0a40db4bf5dfc81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6652457%2F&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 72% Small, 25% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments.
- Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks.
- Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth.
- Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth.
- Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead.

##### Cons

- Users express frustration over **missing features** in Accelo, impacting usability and complicating task management.
- Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses.
- Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance.
- Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options.
- Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs.

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

**["Total control of projects and billing in an integrated and agile platform"](https://www.g2.com/survey_responses/accelo-review-12720113)**

**Rating:** 4.0/5.0 stars

_— Antonio H._

[Read full review](https://www.g2.com/survey_responses/accelo-review-12720113)

**["Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses"](https://www.g2.com/survey_responses/accelo-review-11856029)**

**Rating:** 4.5/5.0 stars

_— Ifeoma E._

[Read full review](https://www.g2.com/survey_responses/accelo-review-11856029)

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

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

### [Progress Podio](https://www.g2.com/products/progress-podio/reviews)

Progress Podio is a flexible, custom collaboration database that enables you to accelerate and simplify your work. An all-in-one solution to accelerate productivity, digitize essential processes, streamline data collection, and automate document workflows in one secure tool. Progress Podio can automate, operationalize, and secure important business and document processes that reduces manual work and increases efficiency. Transform how work is done with versatile forms, powerful data collection, and automated client and document workflows— customized all by you with a few simple clicks. From key industries such as, creative agencies, legal services, accounting firms, real-estate, construction / manufacturing, to key departmental areas—sales, HR, marketing, legal, finance. Podio’s ability to connect diverse teams and disparate processes helps thousands of companies optimize their entire operations in one place. With Progress Podio, give your team a single tool to automate timely processes that unify in one tool. From simplifying client data collection to automating client interactions and agreements, Progress Podio simplifies your business’s most core activities.

**Average Rating:** 4.2/5.0

**Total Reviews:** 507

#### How Do G2 Users Rate Progress Podio?

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

#### Who Is the Company Behind Progress Podio?

- **Seller:** [Progress Software](https://www.g2.com/sellers/progress-software)
- **Company Website:** www.progress.com
- **Year Founded:** 1981
- **HQ Location:** Burlington, MA.
- **Twitter:** @ProgressSW  
48,773 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab257d11ab0255eaaae8c28635f37e0e64277d81eae954d5985edfd545cd2d69&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprogress-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,205 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Project Manager
- **Top Industries:** Real Estate, Information Technology and Services
- **Company Size:** 61% Small, 28% Medium

#### What Do G2 Reviewers Say About Progress Podio?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Progress Podio, making collaboration and management tasks simple and efficient.
- Users appreciate the **automation capabilities** of Progress Podio, enhancing productivity and simplifying task management significantly.
- Users love the **customization options** that adapt Progress Podio to their specific business processes seamlessly.
- Users love the **integrated workflows and no-code capabilities** of Progress Podio, enhancing productivity and ease of use.
- Users appreciate the **seamless integrations** in Progress Podio, enhancing collaboration and simplifying business processes across various areas.

##### Cons

- Users face a challenging **learning curve** with Progress Podio due to complex setup and technical limitations.
- Users find the **billing issues** challenging, especially with recent changes affecting admin member pricing.
- Users find the **complexity** of Progress Podio challenging, requiring significant effort to create an effective setup.
- Users express frustration with **poor customer support** , indicating a need for improvement in assistance and integration.
- Users find the **slow performance** of Progress Podio frustrating, as it hampers efficiency and productivity.

#### What Are Recent G2 Reviews of Progress Podio?

**["Versatile Platform with Excellent Collaboration Tools"](https://www.g2.com/survey_responses/progress-podio-review-12063894)**

**Rating:** 4.0/5.0 stars

_— Katie B._

[Read full review](https://www.g2.com/survey_responses/progress-podio-review-12063894)

**["Progress Podio - Efficient and Organized CRM for Real Estate Teams"](https://www.g2.com/survey_responses/progress-podio-review-9216544)**

**Rating:** 5.0/5.0 stars

_— Norma I._

[Read full review](https://www.g2.com/survey_responses/progress-podio-review-9216544)

#### What Are G2 Users Discussing About Progress Podio?

- [What is Citrix Podio used for?](https://www.g2.com/discussions/what-is-citrix-podio-used-for)

### [Membrain](https://www.g2.com/products/membrain/reviews)

Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain's sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform's user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape.

**Average Rating:** 4.6/5.0

**Total Reviews:** 211

#### How Do G2 Users Rate Membrain?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Membrain?

- **Seller:** [Membrain](https://www.g2.com/sellers/membrain)
- **Company Website:** www.membrain.com
- **Year Founded:** 2012
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @membrain\_com  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=128b954648ec1b164dbc033fcc0dccbfbfa8433c867edbf8fd31c3b7cf80f8da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmembraincom%2F&secure%5Burl_type%5D=linkedin_company_website)  
39 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 60% Small, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Membrain, noting its intuitive structure and seamless team adoption.
- Users value the **highly customizable features** of Membrain, enhancing their efficiency in managing prospects and pipelines.
- Users value the **hands-on support** from Membrain, appreciating their commitment to helping with software adoption and success.
- Users appreciate the **prompt and helpful customer support** from Membrain, enhancing their overall experience and satisfaction.
- Users appreciate the **high customizability** of Membrain, enabling tailored workflows that enhance productivity and organization.

##### Cons

- Users note that the **missing features** in Membrain, like better email formatting and calendar usability, hinder productivity.
- Users find the **steep learning curve** of Membrain challenging initially, though it offers robust features once mastered.
- Users find the **incomplete information** challenging, making it difficult to locate essential features and resources effectively.
- Users desire more **features and customization** in Membrain, especially for graphs and email formatting options.
- Users experience **dashboard issues** with limited customization options and difficulties in exporting historical data effectively.

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

**["Membrain user for an Internal Sales role."](https://www.g2.com/survey_responses/membrain-review-10736226)**

**Rating:** 4.0/5.0 stars

_— Moises B._

[Read full review](https://www.g2.com/survey_responses/membrain-review-10736226)

**["Top-Notch Support, User-Friendly UI, and Powerful Workflow Customization"](https://www.g2.com/survey_responses/membrain-review-12622325)**

**Rating:** 4.5/5.0 stars

_— Chris W._

[Read full review](https://www.g2.com/survey_responses/membrain-review-12622325)

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

- [What is Membrain used for?](https://www.g2.com/discussions/what-is-membrain-used-for) - 2 comments

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

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:** 58

#### 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?

- **Seller:** [Ignite Enterprise Software Solutions](https://www.g2.com/sellers/ignite-enterprise-software-solutions)
- **HQ Location:** Austin, TX
- **Twitter:** @ignitetech  
494 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eecef5847b3343cd5b4f97baf19c284f73312f381d0f89adc377a47055b54db3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F21226%2F&secure%5Burl_type%5D=linkedin_company_website)  
398 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 50% Medium, 37% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **strong customer relationships** fostered by Pivotal CRM's understanding of needs and preferences.
- Users enjoy the **ease of use** in Pivotal CRM, facilitating efficient navigation and effective management of sales activities.
- Users value the **easy navigation** in Pivotal CRM, enhancing efficiency and organization in managing sales accounts.
- Users appreciate the **easy tracking** features in Pivotal CRM, enhancing efficiency with real-time sales management and streamlined activities.
- Users find the **valuable tools** in Pivotal CRM to be highly conducive for their team's success.

##### Cons

- Users find the **expertise required** for setting up Pivotal CRM overwhelming, especially without proper guidance for newcomers.
- Users face **integration issues** with third-party applications, limiting customization and impacting analytical summaries.
- Users point out that **limited customization** options in Pivotal CRM make it challenging to optimize their experience.
- Users find Pivotal CRM to be **time-consuming** to set up and navigate, especially for inexperienced users requiring guidance.

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

**["Streamlines Complex Workflows with Powerful Customization"](https://www.g2.com/survey_responses/pivotal-crm-review-12590090)**

**Rating:** 5.0/5.0 stars

_— Ajit S._

[Read full review](https://www.g2.com/survey_responses/pivotal-crm-review-12590090)

**["Efficient CRM with Customization Needs"](https://www.g2.com/survey_responses/pivotal-crm-review-12296126)**

**Rating:** 4.0/5.0 stars

_— Sanjeev R._

[Read full review](https://www.g2.com/survey_responses/pivotal-crm-review-12296126)

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

- [Where is Avolin located?](https://www.g2.com/discussions/where-is-avolin-located)
- [What is CRM and its functions?](https://www.g2.com/discussions/pivotal-crm-what-is-crm-and-its-functions)
- [Is Pivotal a CRM?](https://www.g2.com/discussions/is-pivotal-a-crm)
- [What are key features of a CRM system?](https://www.g2.com/discussions/pivotal-crm-what-are-key-features-of-a-crm-system)

### [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews)

A CRM without all the nonsense. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again We built Less Annoying CRM in 2009 for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. See why we are ranked G2's #1 easiest-to-use CRM. Start your no-hassle, 30-day free trial today -- no credit card needed.

**Average Rating:** 4.9/5.0

**Total Reviews:** 656

#### How Do G2 Users Rate Less Annoying CRM?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Less Annoying CRM?

- **Seller:** [Less Annoying Software](https://www.g2.com/sellers/less-annoying-software)
- **Company Website:** www.lessannoyingcrm.com
- **Year Founded:** 2009
- **HQ Location:** St. Louis, MO
- **Twitter:** @LessAnnoyingCRM  
1,125 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b19de9bb6f3c86f7d90581412a288045400603ad1797234fb10e3762533c8f91&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2444991%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Insurance, Financial Services
- **Company Size:** 88% Small, 8% Medium

#### What Do G2 Reviewers Say About Less Annoying CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface** of Less Annoying CRM, making it easy for teams to stay organized.
- Users commend the **exceptional customer support** of Less Annoying CRM, ensuring assistance is always available when needed.
- Users value the **simplicity** of Less Annoying CRM, finding it effective and intuitive for their business needs.
- Users appreciate the **user-friendly interface** of Less Annoying CRM, allowing for a smooth and easy experience.
- Users praise the **incredible affordability** of Less Annoying CRM, making it accessible for small businesses.

##### Cons

- Users find the **missing features** of Less Annoying CRM limit its effectiveness for larger businesses and specific integration needs.
- Users face **integration issues** with Less Annoying CRM, making it challenging to connect with preferred applications and manage lists.
- Users find **limited features** restrict their ability to manage duplicates effectively, hindering overall functionality.
- Users find the **feature limitations** in reporting and automation options a hurdle for business growth.
- Users find the **limited customization** options in Less Annoying CRM to be a significant drawback for their needs.

#### What Are Recent G2 Reviews of Less Annoying CRM?

**["Straightforward and Easy to Integrate Into My Routine"](https://www.g2.com/survey_responses/less-annoying-crm-review-12875409)**

**Rating:** 4.0/5.0 stars

_— Carolyn D._

[Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12875409)

**["Managing Nutrition Follow-ups and Daily Tasks More Professionally"](https://www.g2.com/survey_responses/less-annoying-crm-review-12865757)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12865757)

#### What Are G2 Users Discussing About Less Annoying CRM?

- [What is Less Annoying CRM used for?](https://www.g2.com/discussions/what-is-less-annoying-crm-used-for) - 1 comment

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

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.

**Average Rating:** 4.2/5.0

**Total Reviews:** 926

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

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.1/10 (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 Insightly CRM?

- **Seller:** [Unbounce](https://www.g2.com/sellers/unbounce)
- **Company Website:** unbounce.com
- **Year Founded:** 2009
- **HQ Location:** Vancouver
- **Twitter:** @unbounce  
72,651 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76598eff3f18a7c370a68f684b55dacfe22c6115b00daefcd8e2af6dd77e1a65&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F503432%2F&secure%5Burl_type%5D=linkedin_company_website)  
130 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 73% Small, 21% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features.
- Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information.
- Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs.
- Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability.
- Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management.

##### Cons

- Users find the **learning curve steep** , complicating automation and workflow setup for new users.
- Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively.
- Users find the **limited features** hinder effective use, especially in project management and task customization.
- Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability.
- Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency.

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

**["Streamlined Sales and Task Management"](https://www.g2.com/survey_responses/insightly-crm-review-12865487)**

**Rating:** 4.0/5.0 stars

_— Jeni J._

[Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12865487)

**["Keeping Customer Workflows Better Connected"](https://www.g2.com/survey_responses/insightly-crm-review-12948095)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12948095)

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

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:** 55

#### 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](https://www.g2.com/sellers/teamwork)
- **Year Founded:** 2007
- **HQ Location:** Cork
- **Twitter:** @teamwork  
1 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d7530a7a9a1b50b103b6b37add1ac5ed68ffff24fa826c1ef51bd932ac2c2ae9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1042291%2F&secure%5Burl_type%5D=linkedin_company_website)  
549 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 53% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Teamwork CRM, enhancing productivity with its intuitive interface and clear pipeline views.
- Users appreciate the **easy setup** of Teamwork CRM, enabling quick onboarding and efficient sales process management.
- Users value the **intuitive and straightforward design** of Teamwork CRM, enhancing productivity and engagement within their sales teams.
- Users commend the **intuitive interface** of Teamwork CRM for its straightforward usability and seamless navigation.
- Users value the **efficient lead management** in Teamwork CRM, appreciating its intuitive interface and seamless team collaboration.

##### Cons

- Users express frustration over **limited customization** , wishing for more advanced features and flexible options within Teamwork CRM.
- Users feel that **missing features** in Teamwork CRM hinder efficiency, particularly in email integration and mobile functionality.
- Users face **email integration issues** with inconsistent threading and tracking, complicating communication and organization in Teamwork CRM.
- Users experience **feature issues** with email integration and mobile app limitations, hindering overall CRM efficiency.
- Users experience **integration issues** with Teamwork CRM, finding the email integration basic and lacking seamless tool connectivity.

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

**["Seamless Lead Management and Team Collaboration"](https://www.g2.com/survey_responses/teamwork-crm-review-12935853)**

**Rating:** 5.0/5.0 stars

_— Khushbu B._

[Read full review](https://www.g2.com/survey_responses/teamwork-crm-review-12935853)

**["A Reliable Workspace for Projects, Tasks, and Ongoing Activities"](https://www.g2.com/survey_responses/teamwork-crm-review-12939955)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/teamwork-crm-review-12939955)

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

- [How do you use teamwork tools?](https://www.g2.com/discussions/teamwork-crm-how-do-you-use-teamwork-tools)
- [How does teamwork app work?](https://www.g2.com/discussions/teamwork-crm-how-does-teamwork-app-work)
- [What is teamwork software used for?](https://www.g2.com/discussions/teamwork-crm-what-is-teamwork-software-used-for)
- [What are some features of CRM?](https://www.g2.com/discussions/teamwork-crm-what-are-some-features-of-crm)

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

Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry.

**Average Rating:** 4.3/5.0

**Total Reviews:** 911

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

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

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

- **Seller:** [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm)
- **Company Website:** pipelinecrm.com
- **Year Founded:** 2006
- **HQ Location:** Seattle, WA
- **Twitter:** @PipelineDeals  
2,861 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51b57ddc105ae995998f9c5821db49c5e8208a8a468e5e2c81c25c0619caee7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1073626%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Manager, President
- **Top Industries:** Construction, Marketing and Advertising
- **Company Size:** 65% Small, 27% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** in Pipeline CRM, making it quick to learn and enhancing productivity.
- Users value the **intuitive interface** of Pipeline CRM, enhancing organization and efficiency with minimal training required.
- Users appreciate the **organized approach** of Pipeline CRM, allowing seamless management and tracking of leads and deals.
- Users appreciate the **user-friendly interface** of Pipeline CRM, making team onboarding and client management quick and efficient.
- Users highlight the **responsive customer support** of Pipeline CRM, appreciating quick assistance for their queries.

##### Cons

- Users find the **limited features** of Pipeline CRM hinder deep integrations and automation options, impacting overall effectiveness.
- Users find the **limited customization** options of Pipeline CRM inadequate for complex sales processes, hindering its effectiveness.
- Users face **integration issues** with Pipeline CRM, limiting functionality and causing challenges with third-party app connectivity.
- Users identify **missing features** , particularly in the mobile app and integration capabilities, limiting automation and syncing options.
- Users face **slow performance** with Pipeline CRM, especially during updates and due to limited third-party integrations.

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

**["Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control"](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)

**["Sales-Focused, Easy-to-Use CRM with Strong Pipeline Customization and Reporting"](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)

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

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

### [CentraHub CRM](https://www.g2.com/pt/products/centrahub-crm-g2/reviews)

CentraHub CRM é uma solução de automação de negócios à prova de futuro que funciona como uma única fonte de dados e processos para todas as operações. É um CRM otimizado para dispositivos móveis, pronto para a indústria, com módulos dedicados para automação de marketing, vendas e serviços. Além de suas integrações API RESTful, o CentraHub CRM também equipa os usuários com ferramentas de comércio digital e CRM cruzado. O CentraHub CRM pode ser usado por empresas em todos os principais setores e verticais. Oferecemos sistemas CRM específicos para a indústria, adaptados às suas necessidades únicas. • Imobiliário • Gestão de Instalações Assistida por Computador • Vendas de Automóveis, Garagens e Aluguéis • Gestão Educacional • Gestão de Projetos • Gestão de Entregas e Courier • Serviços Profissionais • Gestão de Fidelidade • Gestão de Ativos

**Average Rating:** 4.8/5.0

**Total Reviews:** 31

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

- **the product tem sido um bom parceiro comercial?:** 8.3/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 9.2/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 9.3/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 9.2/10 (Category avg: 8.6/10)

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

- **Vendedor:** [Centra Hub](https://www.g2.com/pt/sellers/centra-hub)
- **Ano de Fundação:** 2016
- **Localização da Sede:** Hyderabad, Telangana
- **Twitter:** @CentrahubCRM  
250 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ee5ac48d7f784f42bb92a3e676e19494ad8852817e250bae0ca1e1aa8eea95ed&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcentrahubcrm&secure%5Burl_type%5D=linkedin_company_website)  
90 funcionários no LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Tecnologia da Informação e Serviços, Marketing e Publicidade
- **Company Size:** 62% Medium, 36% Small

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

**["Perfeito CRM para empresas de médio porte"](https://www.g2.com/pt/survey_responses/centrahub-crm-review-10245823)**

**Rating:** 5.0/5.0 stars

_— Virat G._

[Read full review](https://www.g2.com/pt/survey_responses/centrahub-crm-review-10245823)

**["Melhor CRM para usar no relacionamento com o cliente"](https://www.g2.com/pt/survey_responses/centrahub-crm-review-8644365)**

**Rating:** 4.5/5.0 stars

_— dipesh P._

[Read full review](https://www.g2.com/pt/survey_responses/centrahub-crm-review-8644365)

### [Floww.ai](https://www.g2.com/products/floww-ai/reviews)

Floww.ai is an GenAI powered software suite enabling High Velocity sales for B2C & B2B2C businesses. Floww.ai’s integrated sales platform offers Sales Execution CRM, NoCode Instant Analytics, Marketing & Workflow Automations integrated with modern communication stack. Floww.ai's advanced Generative AI tools, Sales Co-Pliot and Analytics Co-Pliot, are enabling efficient & high quality sales approaches enabled with instant analytics and indepth-insights. Majority of the CRMs are built primarily for B2B use cases and fail to accommodate effectively for B2C and B2B2C businesses. The high velocity and volume of modern B2C sales, necessitates an integrated sales platform enabling agile sales management for swiftly adapting to dynamic market environments.

**Average Rating:** 4.7/5.0

**Total Reviews:** 141

#### How Do G2 Users Rate Floww.ai?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Floww.ai?

- **Seller:** [Floww.ai](https://www.g2.com/sellers/floww-ai)
- **Year Founded:** 2023
- **HQ Location:** Hyderabad, Telangana
- **Twitter:** @letsflowwai  
90 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0ea6ce54145be583ccadc0177aad3e12dec93a8d6bdb79c0941d026340602626&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflowwai%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Business Development Manager
- **Top Industries:** Education Management, E-Learning
- **Company Size:** 50% Large, 37% Medium

#### What Do G2 Reviewers Say About Floww.ai?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of Floww.ai, emphasizing its intuitive UI that simplifies flow creation for everyone.
- Users find the **smart boards helpful** , significantly saving time and enhancing usability for their team use cases.
- Users find Floww.ai **user-friendly** , enabling easy flow creation even without technical knowledge, thanks to its amazing UI.
- Users find the **amazing UI** of Floww.ai user-friendly, making it easy for everyone to create flows effortlessly.
- Users praise the **easy creation** of flows in Floww.ai, finding it accessible for everyone regardless of technical knowledge.

##### Cons

- Users report occasional **performance issues** with Floww.ai, including slow workflows and system hangs during stage changes.
- Users experience occasional **technical issues** like slow workflows and system hangs, affecting performance temporarily.
- Users find a **lack of guidance** on Floww.ai, necessitating more tutorials for better understanding and issue resolution.
- Users struggle with a **high learning curve** due to long loading times and lack of adequate tutorials.
- Users express frustration with the **slow loading times** when handling large data sets, suggesting more tutorials for guidance.

#### What Are Recent G2 Reviews of Floww.ai?

**["Aanandhu's Insights"](https://www.g2.com/survey_responses/floww-ai-review-8867880)**

**Rating:** 5.0/5.0 stars

_— Anandhu K._

[Read full review](https://www.g2.com/survey_responses/floww-ai-review-8867880)

**["Versatile and Best UI"](https://www.g2.com/survey_responses/floww-ai-review-10399393)**

**Rating:** 5.0/5.0 stars

_— Suresh B._

[Read full review](https://www.g2.com/survey_responses/floww-ai-review-10399393)

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

Spotler CRM is a user-friendly Customer Relationship Management (CRM) system designed to enhance B2B sales and marketing efforts. It centralises customer and prospect data, providing a comprehensive 360-degree view that enables businesses to streamline processes and improve lead conversion rates. Key Features: Extensive Contact Management: Beyond basic contact details, Spotler CRM tracks all interactions via email, phone, and shared documents, offering a detailed timeline of customer engagements. Pipeline Management: The system allows for easy management of sales opportunities, enabling teams to prioritise, qualify, and visualise sales processes, fostering better collaboration and efficiency. Customisation: Spotler CRM is adaptable to individual business needs, allowing users to add new fields, manage user access, and customise layouts, graphs, and dashboards to align with specific sales processes. Workflow Automation: Automate routine tasks, create workflows, set up automatic follow-ups, and configure notifications to enhance productivity and ensure timely responses. Reporting and Insights: Monitor return on investment (ROI) and make data-driven decisions with comprehensive reporting tools that inform campaign strategies and sales tactics. Integration and Support: Spotler CRM integrates seamlessly with various tools, enhancing its functionality and ensuring a cohesive workflow. The platform is designed to be user-friendly, allowing for immediate and independent use. Additionally, Spotler offers professional services and support, including extensive training and technical assistance, to help users maximise the software's potential. By consolidating customer information and automating key processes, Spotler CRM enables businesses to deliver consistent customer experiences and drive more effective sales and marketing outcomes.

**Average Rating:** 4.4/5.0

**Total Reviews:** 143

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

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

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

- **Seller:** [Spotler Group](https://www.g2.com/sellers/spotler-group-a3f6b7c0-24fb-4205-9f31-02f8a1d43e29)
- **Year Founded:** 2001
- **HQ Location:** Rotterdam, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b56c0f59c6bec30134538449063af8ce8521d26f28197bced3170e60a9fc965&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fspotler-group%2F&secure%5Burl_type%5D=linkedin_company_website)  
164 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Financial Services
- **Company Size:** 87% Small, 10% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **robust marketing automation** features of Spotler CRM, enhancing efficiency in managing campaigns and leads.
- Users appreciate the **user-friendly interface** of Spotler CRM, making navigation and onboarding effortless for everyone.
- Users appreciate the **robust marketing automation and seamless integration** of Spotler CRM, enhancing efficiency and simplifying processes.
- Users value the **flexibility** of Spotler CRM, easily integrating tools and accommodating various team workflows efficiently.
- Users value the **seamless integration capabilities** of Spotler CRM, enhancing productivity by connecting essential business tools effortlessly.

##### Cons

- Users face **integration issues** with Spotler CRM, making it difficult to connect with third-party applications effectively.
- Users find the **lack of integrations** with third-party applications hampers effective data transfer and business operations.
- Users find the **interface somewhat cluttered** , which affects ease of navigation and overall user experience.
- Users experience **poor integration with third-party applications** , leading to inefficient data transfer and operational challenges.
- Users find Spotler CRM's **high complexity** in customization and advanced features makes it less intuitive than competitors.

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

**["Streamlined CRM with Powerful Email Marketing"](https://www.g2.com/survey_responses/spotler-crm-review-12770288)**

**Rating:** 4.0/5.0 stars

_— Aryan G._

[Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12770288)

**["Effortless CRM with Seamless Marketing Integration and Top-Notch Support"](https://www.g2.com/survey_responses/spotler-crm-review-12083422)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12083422)

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

- [What is Really Simple Systems used for?](https://www.g2.com/discussions/what-is-really-simple-systems-used-for)

### [Mothernode](https://www.g2.com/products/mothernode/reviews)

Mothernode CRM is an all-in-one CRM that combines rich features and efficiency often found in more expensive CRM software. Increase productivity and revenue with timesaving features that focus on customer management, salesforce automation, and marketing automation. Specifically designed for businesses looking to get organized and grow, Mothernode is the only CRM to offer expansion modules like sales orders, purchase orders, invoicing, quotes and more, enabling the software to offer more capabilities as your business needs expand, delivering a one-stop solution for all your CRM needs. Your sales team, account managers and customer service team will love how easy this software is to adopt and use. The intuitive application delivers all your client's activities and history in one simple interface. Based in the cloud, Mothernode CRM is accessible from any computer or mobile device, anywhere in the world with an Internet connection. Mothernode CRM supports management and their sales and customer service teams with detailed reporting about the history of client communications and current activity. Analyzing the data from your customer contact history can help guide your marketing team in creating specialized marketing messages for segments of your clientele, resulting in greater collaboration between the various departments of your organization. This increased collaboration results in a more consistent customer experience across all channels, helping to build brand loyalty and increase customer retention. Mothernode CRM also integrates with a number of popular software applications, including GMail and Outlook. Outlook integration allows you to synchronize your calendars and contacts so you can stay organized and on top of all your important activity. Integration with Quickbooks allows you to monitor spending and revenue from your sales, customer service, and marketing departments and export that data directly into your accounting software. With all of the time and effort saved through using Mothernode CRM, you can focus more on developing big-picture strategies for growing and developing your business.

**Average Rating:** 4.5/5.0

**Total Reviews:** 40

#### How Do G2 Users Rate Mothernode?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Mothernode?

- **Seller:** [Mothernode](https://www.g2.com/sellers/mothernode)
- **Year Founded:** 2009
- **HQ Location:** Irving, TX
- **Twitter:** @Mothernode  
267 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1f043c6ee0355c7331aee3289d736db3bfc52ddde89ff428a870afd555ee86d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F693754%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Architecture & Planning, Construction
- **Company Size:** 50% Small, 48% Medium

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

**["An all-in-one platform to carry out your CRM operations effectively."](https://www.g2.com/survey_responses/mothernode-review-4506667)**

**Rating:** 4.0/5.0 stars

_— Verified User in Automotive_

[Read full review](https://www.g2.com/survey_responses/mothernode-review-4506667)

**["Adaptive Software - Grows Alongside Your Team"](https://www.g2.com/survey_responses/mothernode-review-3814810)**

**Rating:** 5.0/5.0 stars

_— Jessica W._

[Read full review](https://www.g2.com/survey_responses/mothernode-review-3814810)

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

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

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

Prospect, the #1 Stock-Aware CRM, is perfect for growing Wholesale, Distributor and Manufacturing businesses. Sell more, in less time, every time - with Prospect CRM! As part of the ERP division at The Access Group, Prospect CRM is delivered to more than 5,000 SME users worldwide. Stock-Aware CRM combines the best of traditional CRM – Marketing, Sales Pipelines and Customer Service Management – with the reality of selling B2B products – quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking...to ensure your sales and service teams are fully Stock-Aware.

**Average Rating:** 4.6/5.0

**Total Reviews:** 97

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

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

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

- **Seller:** [ProspectSoft](https://www.g2.com/sellers/prospectsoft)
- **Year Founded:** 2000
- **HQ Location:** Loughborough, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=315425f48cf87d97b11f52073e75a7aae972cfab82699b3bbe9358dd9051060c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F128923%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Wholesale, Food Production
- **Company Size:** 78% Small, 18% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Prospect CRM, which simplifies database management and enhances workflow efficiency.
- Users value the **easy setup** of Prospect CRM, which enhances workflow efficiency and simplifies report generation.
- Users value the **efficiency** of Prospect CRM, facilitating smooth operations and effective report generation.
- Users value the **extensive features** of Prospect CRM, appreciating its customizable workflows and detailed sales reports.
- Users value the **organization efficiency** of Prospect CRM, which simplifies reporting and streamlines workflow effectively.

##### Cons

- Users report significant **integration issues** with Prospect CRM, leading to difficulties connecting with essential apps and services.
- Users express frustration over the **missing features** in Prospect CRM, limiting its effectiveness for B2B and B2C needs.
- Users express frustration with **deceptive sales promises** , highlighting poor support and lack of valuable features in Prospect CRM.
- Users report significant **connectivity issues** with Prospect CRM, including poor integration and syncing that hampers functionality.
- Users find **feature issues** with Prospect CRM, as promised functionalities lag behind real-world performance and integration.

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

**["Keeping Tasks, Activities, and Follow-Ups Better Organized"](https://www.g2.com/survey_responses/prospect-crm-review-12896270)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/prospect-crm-review-12896270)

**["Streamlines B2B Sales with Strong German Market Fit"](https://www.g2.com/survey_responses/prospect-crm-review-12503853)**

**Rating:** 4.0/5.0 stars

_— Darcus B._

[Read full review](https://www.g2.com/survey_responses/prospect-crm-review-12503853)

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

- [What is Prospect CRM used for?](https://www.g2.com/discussions/what-is-prospect-crm-used-for)
- [How much does workflow max cost?](https://www.g2.com/discussions/how-much-does-workflow-max-cost)
- [What is a CRM tracking system?](https://www.g2.com/discussions/what-is-a-crm-tracking-system)
- [What is the best free CRM software?](https://www.g2.com/discussions/what-is-the-best-free-crm-software)
- [What are the features of CRM software?](https://www.g2.com/discussions/prospect-crm-what-are-the-features-of-crm-software)

### [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews)

ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery.

**Average Rating:** 4.0/5.0

**Total Reviews:** 556

#### How Do G2 Users Rate ConnectWise PSA?

- **Has the product been a good partner in doing business?:** 7.7/10 (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.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ConnectWise PSA?

- **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise)
- **Company Website:** www.connectwise.com
- **Year Founded:** 1982
- **HQ Location:** Tampa, FL
- **Twitter:** @ConnectWise  
14,926 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=825d5a968a56320f556cad3f9dfc8c57c880640eedc7d064eddf33e0f8d1e867&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48576%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,388 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** President, Network Engineer
- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 66% Small, 28% Medium

#### What Do G2 Reviewers Say About ConnectWise PSA?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **interface easy to use** , appreciating its simplicity and efficiency in managing tasks and tickets.
- Users value the **seamless integration** with third-party software, enhancing customization and ease of use in their workflow.
- Users appreciate the **extensive integrations** of ConnectWise PSA, enhancing automation and workflow across various applications.
- Users appreciate the **rich feature set** of ConnectWise PSA, benefiting from comprehensive tools for management and organization.
- Users appreciate the **responsive customer support** from ConnectWise PSA, enhancing their experience with effective assistance.

##### Cons

- Users find the **learning curve steep** , making initial setup and adaptation to ConnectWise PSA quite challenging.
- Users report **poor customer support** with slow response times and inadequate follow-up on escalated issues.
- Users find **ConnectWise PSA's usability complex** , with a tedious configuration process that hampers effective management and forecasting.
- Users express frustration with **missing features** in ConnectWise PSA, highlighting the need for better sales and documentation tools.
- Users face significant **performance issues** with ConnectWise PSA, impacting workflow and overall satisfaction with the software.

#### What Are Recent G2 Reviews of ConnectWise PSA?

**["Efficient Tool That Simplifies Daily Tasks"](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)**

**Rating:** 5.0/5.0 stars

_— Imran I._

[Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)

**["Great PSA system is you take the time to set it up according to your needs"](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)

#### What Are G2 Users Discussing About ConnectWise PSA?

- [What is SmileBack used for?](https://www.g2.com/discussions/what-is-smileback-used-for)
- [What is BrightGauge used for?](https://www.g2.com/discussions/what-is-brightgauge-used-for)
- [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) - 1 comment
- [How do I disable ConnectWise control?](https://www.g2.com/discussions/connectwise-psa-how-do-i-disable-connectwise-control)
- [How do I download ConnectWise manage client?](https://www.g2.com/discussions/how-do-i-download-connectwise-manage-client)

### [Workbooks](https://www.g2.com/products/workbooks/reviews)

Workbooks is a cloud-based Customer Relationship Management (CRM) solution designed specifically for midmarket firms seeking to streamline their business processes and enhance customer engagement. This comprehensive platform integrates various aspects of business operations, allowing organizations to manage their sales, marketing, and customer service functions from a single interface. By combining advanced software capabilities with exceptional consultancy, implementation, and support services, Workbooks aims to deliver a seamless experience for its users. Targeted at midmarket companies, Workbooks addresses the unique challenges these organizations face, such as resource constraints and the need for scalable solutions. The platform is particularly beneficial for businesses looking to improve their customer relationships and operational efficiency without the complexities often associated with larger CRM systems. Workbooks is designed to cater to a diverse range of industries, making it a versatile choice for firms that require a tailored approach to CRM. One of the standout features of Workbooks is its co-funded implementation model, which significantly reduces the cost and risk associated with CRM projects. This approach not only makes the software more accessible but also ensures that businesses receive the necessary support during the setup process. By working closely with clients, Workbooks delivers a customized CRM solution that aligns with specific business needs, all while maintaining an off-the-shelf price point. This unique offering allows organizations to benefit from a tailored system without the financial burden typically associated with bespoke software development. In addition to its cost-effective implementation, Workbooks provides a range of key features that enhance its functionality. Users can expect robust tools for sales automation, marketing campaign management, customer service tracking, project and task management, and sales order processing. The platform also includes advanced reporting and analytics capabilities, enabling businesses to gain valuable insights into their operations and customer interactions. This data-driven approach empowers organizations to make informed decisions and optimize their strategies for better outcomes. The Workbooks platform is powered by AI agents which can be automated via workflows to boost productivity and help drive greater revenue growth. Overall, Workbooks stands out in the CRM landscape by offering a comprehensive solution that combines powerful software with dedicated support services. Its focus on midmarket firms, cost-effective implementation, and customizable features makes it an attractive option for businesses looking to enhance their customer relationship management efforts. By integrating various business functions into a single platform, Workbooks helps organizations improve efficiency, reduce operational risks, and ultimately drive growth.

**Average Rating:** 4.3/5.0

**Total Reviews:** 534

#### How Do G2 Users Rate Workbooks?

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

#### Who Is the Company Behind Workbooks?

- **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks)
- **Company Website:** www.Workbooks.com
- **Year Founded:** 2009
- **HQ Location:** Reading, Berkshire
- **Twitter:** @Workbooks  
2,702 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d79783bcf88166402cb5cea759d7a4f8bf066bc96806c6d2280bdda33f6abd0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F225937%2F&secure%5Burl_type%5D=linkedin_company_website)  
65 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Managing Director, Director
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 60% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients.
- Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency.
- Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance.
- Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs.
- Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making.

##### Cons

- Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features.
- Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility.
- Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency.
- Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks.
- Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently.

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

**["CRM, projects, marketing, and reporting all in one flow"](https://www.g2.com/survey_responses/workbooks-review-12403469)**

**Rating:** 5.0/5.0 stars

_— Kumail R._

[Read full review](https://www.g2.com/survey_responses/workbooks-review-12403469)

**["All-in-One CRM with Room for Modernization"](https://www.g2.com/survey_responses/workbooks-review-12444760)**

**Rating:** 4.0/5.0 stars

_— Tordsen A._

[Read full review](https://www.g2.com/survey_responses/workbooks-review-12444760)

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

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

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 ![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.

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