Best CRM Software for Medium-Sized Businesses - Page 5

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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)

Vtiger All-In-One CRM

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

Average Rating: 4.3/5.0

Total Reviews: 389

G2 Deal: 30% off on Vtiger Paid Editions

Vtiger All-In-One CRM truly delivers tons of features at low cost. Vtiger manages everything from marketing campaigns, to sales force automation, to customer support. Vtiger offers 30% off on the Standard Users for any one of the paid editions' first year's subscription free (annual plan).

View this exclusive G2 deal

How Do G2 Users Rate Vtiger All-In-One CRM?

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

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

  • Seller: Vtiger
  • Year Founded: 2004
  • HQ Location: Cupertino, California
  • Twitter: @vtigercrm
    2,678 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    253 employees on LinkedIn®
  • Phone: 1-877-784-9277

Who Uses This Product?

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

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

AI-generated summary from verified user reviews

Pros
  • Users value the affordability of Vtiger All-In-One CRM, making it accessible for small organizations.
  • Users value the customizable call management feature, enhancing their ability to track customer interactions effectively.
  • Users value the customizability of Vtiger All-In-One CRM, enabling tailored tracking of customer-specific needs.
  • Users value the customization options in Vtiger All-In-One CRM to tailor solutions to their specific needs.
  • Users appreciate the ease of use of Vtiger All-In-One CRM, making it accessible with minimal training required.
Cons
  • Users highlight the missing features in Vtiger, particularly compared to modern CRM software like SAP.
  • Users report significant bugs and migration issues with Vtiger, leading to frustration and a delayed setup process.
  • Users report significant CRM issues with Vtiger, including poor support and problematic data migration leading to frustration.
  • Users find the system not intuitive, leading to frustrating setup experiences and inadequate customer support throughout the process.
  • Users find Vtiger CRM notably not user-friendly, reporting a frustrating setup process and inadequate customer support.

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

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

Prospect CRM

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: 96

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: The Access Group
  • Year Founded: 1991
  • HQ Location: Loughborough, Leicestershire
  • Twitter: @theaccessgroup
    4,212 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    7,358 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Wholesale, Food Production
  • Company Size: 79% Small, 18% Medium

What Do G2 Reviewers Say About Prospect CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Prospect CRM to have ease of use, allowing quick access to client data and streamlined workflows.
  • Users value the easy setup of Prospect CRM, enhancing efficiency and simplifying report generation and invoicing.
  • Users find Prospect CRM enhances efficiency by streamlining report generation and improving overall departmental workflow.
  • Users value the rich features of Prospect CRM, enhancing their ability to track sales performance and customize workflows.
  • Users value the organization efficiency of Prospect CRM, facilitating smooth operations and quick report generation.
Cons
  • Users face significant integration issues with Prospect CRM, leading to frustrating experiences and lost data opportunities.
  • Users are frustrated by the missing features in Prospect CRM, leading to a lack of functionality and poor service delivery.
  • Users are frustrated with Prospect CRM's deceptive sales tactics and inadequate service, leading to unmet expectations.
  • Users struggle with connectivity issues, finding integration and syncing with other systems frustrating and inefficient.
  • Users report feature issues with Prospect CRM, highlighting poor B2C capabilities and problematic integrations and setups.

What Are Recent G2 Reviews of Prospect CRM?

What Are G2 Users Discussing About Prospect CRM?

VobeSoft

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

Average Rating: 4.6/5.0

Total Reviews: 43

How Do G2 Users Rate VobeSoft?

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

Who Is the Company Behind VobeSoft?

  • Seller: VobeSoft
  • Year Founded: 2011
  • HQ Location: s-Hertogenbosch, North Brabant
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance, Financial Services
  • Company Size: 61% Small, 36% Medium

What Do G2 Reviewers Say About VobeSoft?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of VobeSoft invaluable, allowing for flexible customizations without needing consultants.
  • Users value the easy customization of VobeSoft, enabling tailored solutions without needing external consultants.
  • Users value the flexibility of VobeSoft, enabling easy customization and efficient organization tailored to their needs.
  • Users value the high customizability of VobeSoft, making it easy to adapt to specific business needs.
  • Users value the flexibility and customization of VobeSoft, enhancing their business administration capabilities effectively.
Cons
  • Users find the learning curve steep, requiring time to master VobeSoft's features and data modeling capabilities.

What Are Recent G2 Reviews of VobeSoft?

What Are G2 Users Discussing About VobeSoft?

Insightly CRM

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: 927

G2 Deal: 20% off Insightly

Get an inside look at Insightly and claim your 20% off savings with a free demo.

View this exclusive G2 deal

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
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Vancouver
  • Twitter: @unbounce
    72,651 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    129 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 appreciate the ease of use in Insightly CRM, enabling seamless integration and efficient management of company data.
  • Users value the easy customization in Insightly, enhancing efficiency and communication across various tasks and projects.
  • Users value the customizability of Insightly CRM, enhancing efficiency and facilitating effective client communication and task management.
  • Users value the rich feature set of Insightly CRM, enhancing usability and flexibility for their business needs.
  • Users commend the excellent customer support of Insightly CRM, highlighting its helpfulness and responsiveness throughout their experience.
Cons
  • Users find the learning curve challenging, requiring significant time investment to become proficient with Insightly CRM.
  • Users find the limited customization of Insightly CRM frustrating, particularly regarding reporting and interface design.
  • Users express frustration over limited features in Insightly CRM, impacting usability and increasing costs for advanced options.
  • Users find the time-consuming setup process of Insightly CRM challenging, requiring significant investment to become useful.
  • Users struggle with confusing contact management, facing challenges in automation and organization that hinder their experience.

What Are Recent G2 Reviews of Insightly CRM?

Floww.ai

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
  • Year Founded: 2023
  • HQ Location: Hyderabad, Telangana
  • Twitter: @letsflowwai
    90 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Development Manager, Business Development Associate
  • 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 appreciate the ease of use of Floww.ai, thanks to its user-friendly interface and simple flow creation.
  • Users find the smart boards highly valuable, saving time and enhancing usability for multiple important use cases.
  • Users love the user-friendly interface of Floww.ai, allowing easy flow creation without technical skills.
  • Users appreciate the amazing user interface of Floww.ai, making it easy for anyone to create flows effortlessly.
  • Users find Floww.ai to be highly user-friendly, making flow creation simple and accessible for everyone.
Cons
  • Users report performance issues with Floww.ai, experiencing slow workflows and occasional system hangs during stage changes.
  • Users experience occasional technical issues such as slow workflows and system hangs during stage changes.
  • Users struggle with lack of guidance, requiring more tutorials to effectively navigate and resolve issues on Floww.ai.
  • Users experience a high learning curve due to slow loading times and a lack of comprehensive tutorials.
  • Users note the slow loading times when handling large data volumes, impacting usability and learning resources.

What Are Recent G2 Reviews of Floww.ai?

Mothernode

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: 41

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
  • Year Founded: 2009
  • HQ Location: Irving, TX
  • Twitter: @Mothernode
    267 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Architecture & Planning, Construction
  • Company Size: 49% Medium, 49% Small

What Are Recent G2 Reviews of Mothernode?

What Are G2 Users Discussing About Mothernode?

Accelo

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
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • Twitter: @accelo
    2,980 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 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 find Accelo easy to learn and access, enhancing collaboration and task management across various departments.
  • Users appreciate the effective project tracking features of Accelo, enhancing coordination and profitability across all tasks.
  • Users appreciate the efficiency of Accelo, seamlessly integrating multiple tools to streamline business processes and enhance productivity.
  • Users appreciate the integrated client management features of Accelo, enhancing coordination and transparency across all projects.
  • Users benefit from efficient task and project management in Accelo, enhancing transparency and profitability across teams.
Cons
  • Users find missing features in Accelo, like insufficient reporting and complex processes, hinder usability and efficiency.
  • Users find the learning curve steep, causing confusion and frustration with implementation and insufficient training support.
  • Users are frustrated with Accelo's limited features, outdated UI, and lack of effective customer support.
  • Users find Accelo's complexity overwhelming, with difficult configurations and inadequate training leading to frustration and inefficiency.
  • Users find limited customization in Accelo, making it challenging to tailor workflows and reports to specific needs.

What Are Recent G2 Reviews of Accelo?

What Are G2 Users Discussing About Accelo?

Membrain

Membrain is a specialized sales platform tailored for B2B teams engaged in complex, consultative selling. Unlike traditional Customer Relationship Management (CRM) systems that primarily focus on storing historical data, Membrain emphasizes driving actionable outcomes by integrating your sales methodology, qualification processes, and playbooks directly into the daily workflows of sales representatives. This ensures that every team member can replicate the strategies of your top performers consistently across all deals. The platform is particularly beneficial for organizations that navigate intricate sales cycles involving multiple stakeholders and high-value transactions. Membrain's design caters to sales teams that require a structured approach to manage their processes effectively. By embedding your unique sales methodology into the workflow, Membrain helps ensure that every representative is aligned with the best practices of your organization, thus enhancing overall performance and consistency in execution. One of the standout features of Membrain is its Insight Engine, which leverages advanced AI capabilities, including integration with Claude and ChatGPT. Unlike generic AI tools that generate content without contextual understanding, Membrain's AI is grounded in your specific sales processes, ideal customer profiles (ICP), and historical data tied to each deal. This contextual awareness allows for more relevant insights and recommendations, empowering sales teams to make informed decisions based on their actual wins and losses rather than generic advice. Why sales leaders choose Membrain - Consistent execution: your process, embedded in every rep's workflow, every deal - Forecasts you can trust: built on milestone progress, not gut feel - Coaching that sticks: reinforced in the flow of work, not saved for the next QBR - AI that knows your business: Insight Engine + MCP ground Claude and ChatGPT in how you sell - CRM included: no separate system of record to manage - Built for complex B2B sales: long cycles, multiple stakeholders, high-value deals It's time to put HOW YOU SELL at the core of your business.

Average Rating: 4.6/5.0

Total Reviews: 214

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
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Stockholm, Sweden
  • Twitter: @membrain_com
    1,990 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Sales Manager
  • 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 of Membrain, enabling seamless navigation and efficient tracking of sales progress.
  • Users value the customization options in Membrain, enhancing usability and satisfaction across various industries.
  • Users value the customizability of Membrain, enabling tailored workflows and efficient organization for diverse needs.
  • Users value the easy customization of Membrain, enabling tailored solutions that fit their specific CRM needs.
  • Users praise Membrain for its intuitive interface, making CRM navigation effortless and supporting seamless organizational workflows.
Cons
  • Users note the missing features like robust analytics and direct integrations, impacting overall efficiency and usability.
  • Users find the learning curve steep, especially with complex dashboard setups and integrations making onboarding challenging.
  • Users face email issues with Membrain, including poor integration and lack of updates on critical changes.
  • Users face integration issues with Membrain, leading to functionality breaks and slow syncing with Outlook.
  • Users find the limited features of Membrain hinder functionality, especially in reporting and prospecting tools.

What Are Recent G2 Reviews of Membrain?

What Are G2 Users Discussing About Membrain?

Progress Podio

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
  • Company Website:
  • Year Founded: 1981
  • HQ Location: Burlington, MA.
  • Twitter: @ProgressSW
    48,773 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,242 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 find Progress Podio's ease of use invaluable, simplifying tasks and enhancing collaboration across various business processes.
  • Users appreciate the automation capabilities of Progress Podio, streamlining workflows and enhancing productivity across various tasks.
  • Users love the integrated workflows and no-code capabilities of Progress Podio, enhancing efficiency in task management.
  • Users appreciate the powerful integrations of Progress Podio, enhancing collaboration and streamlining various business processes.
  • Users love the ease of task tracking with Progress Podio, benefiting from its integrations and simple interface.
Cons
  • Users find the billing issues and lack of responsive customer service frustrating in Progress Podio.
  • Users find the learning curve steep for Progress Podio, making setup challenging and performance occasionally sluggish.
  • Users find poor customer support frustrating, often needing to hire external assistance for setup and issues.
  • Users find Progress Podio to be fiddly for newcomers and occasionally experience slow performance during use.
  • Users struggle with colum management complexities requiring excessive effort and leading to maintenance issues and slow performance.

What Are Recent G2 Reviews of Progress Podio?

What Are G2 Users Discussing About Progress Podio?

Spotler CRM

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
  • Year Founded: 2001
  • HQ Location: Rotterdam, South Holland, Netherlands
  • LinkedIn® Page: www.linkedin.com
    186 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 and streamlining business processes.
  • Users value the user-friendly interface of Spotler CRM, making it easy for teams to manage customer relationships.
  • Users appreciate the robust marketing automation capabilities of Spotler CRM, enhancing efficiency and streamlining processes effectively.
  • Users value the flexibility of Spotler CRM, enabling seamless integration and customization for diverse business needs.
  • Users praise Spotler CRM's seamless integrations, enhancing workflow efficiency across various business tools and platforms.
Cons
  • Users face integration issues with third-party applications in Spotler CRM, affecting data transfer and overall business flow.
  • Users often face a lack of integrations with third-party applications, leading to inefficiencies in data transfer.
  • Users find the interface to be cluttered, making navigation and customization feel somewhat restrictive and challenging.
  • Users face poor integration with third-party applications, leading to inefficient data transfer and operational challenges.
  • Users find the high complexity of customization and automation in Spotler CRM limits its usability for advanced needs.

What Are Recent G2 Reviews of Spotler CRM?

What Are G2 Users Discussing About Spotler CRM?

Cinode

Cinode is the AI-powered operating platform for consulting firms — the single system that connects skills, sales, and resource planning to supercharge growth. Founded in 2010, Cinode was built specifically for the consulting industry to solve its most fundamental questions: Who knows what? Who’s available? What can we sell? and How do we win more business — faster and smarter? From first client contact to staffing, delivery, and long-term growth, Cinode gives consultancy leaders real-time insights that drive better decisions and measurable results. With intuitive skills management, instant CV creation, advanced utilization planning, and AI-driven matching — all in one platform — teams work with clarity, speed, and confidence. A Platform Built for the Future of Consulting Cinode brings together the core building blocks of a modern consultancy: • Skills & Competence Management – Map every skill, identify gaps, and unlock the full value of your collective expertise. • Professional CV & Profiles – Create tailored, high-quality consultant profiles in seconds to win more deals. • Resource Planning & Matching – Maximize utilization with intelligent planning and precision matching. • Sales & Delivery Integration – Connect pipeline and delivery to shorten sales cycles and reduce friction. • Partners & Subcontractors – Scale delivery through collaboration with external consultants and partners. • AI-Driven Automation – Automate intake, matching, insights, and actions with AI, including MCP Server and AI chat directly on your Cinode data. A Growing Global Network Cinode is not just a platform — it’s an ecosystem. Today, Cinode connects a network of over 9,000 consulting firms, enabling collaboration, partner sourcing, and access to a broader pool of skills when demand peaks. Why Cinode Consulting firms use Cinode to: • respond to client requests in minutes instead of days, • improve utilization and profitability, • engage consultants with better matching and transparency, and • scale their business with data-driven confidence. Headquartered in Stockholm, Cinode is trusted by consulting firms across Europe and beyond — helping tens of thousands of consultants match the right skills to the right assignments, every day.

Average Rating: 4.6/5.0

Total Reviews: 162

How Do G2 Users Rate Cinode?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Cinode?

  • Seller: Cinode
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Stockholm, Sweden
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Consulting, Information Technology and Services
  • Company Size: 44% Small, 41% Medium

What Do G2 Reviewers Say About Cinode?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of Cinode, simplifying project management and streamlining CV creation effortlessly.
  • Users commend Cinode for its comprehensive features, enhancing efficiency in matching consultants with assignments and opportunities.
  • Users appreciate the efficient competence management in Cinode, enabling quick access to tailored consultant profiles and skills.
  • Users appreciate the easy management of resumes with Cinode, enjoying time-saving and convenient updates across their CVs.
  • Users praise Cinode for its efficiency in managing consultant profiles and streamlining project matching processes.
Cons
  • Users find the learning curve steep with Cinode, requiring time and effort to master its features effectively.
  • Users find learning difficulties with Cinode, noting it requires significant time to navigate and master the platform.
  • Users find managing skills in Cinode time-consuming due to difficulties with duplicates and updating resumes efficiently.
  • Users face challenges with data inaccuracy in Cinode, leading to inconsistent profiles and difficulties in skill management.
  • Users find the system's complexity overwhelming, especially when exploring various portfolio generation options.

What Are Recent G2 Reviews of Cinode?

What Are G2 Users Discussing About Cinode?

CentraHub CRM

CentraHub CRM is a future-proof business automation solution that functions as a single source of data and processes for all operations. It is an industry-ready, mobile-optimized CRM with dedicated modules for marketing, sales, and service automation. Apart from its RESTful API integrations, CentraHub CRM also equips users with digital commerce and cross CRM tools. CentraHub CRM could be used by businesses in all major industries and verticals. We provide industry-specific CRM systems tailored to their unique requirements. • Real Estate • Computer Aided Facility Management • Auto Sales, Garages and Rentals • Education Management • Project Management • Delivery and Courier Management • Professional Services • Loyalty Management • Asset Management

Average Rating: 4.8/5.0

Total Reviews: 31

How Do G2 Users Rate CentraHub CRM?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind CentraHub CRM?

  • Seller: Centra Hub
  • Year Founded: 2016
  • HQ Location: Hyderabad, Telangana
  • Twitter: @CentrahubCRM
    250 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 62% Medium, 36% Small

What Are Recent G2 Reviews of CentraHub CRM?

Less Annoying CRM

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: 659

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
  • Company Website:
  • Year Founded: 2009
  • HQ Location: St. Louis, MO
  • Twitter: @LessAnnoyingCRM
    1,125 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    29 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 simplicity and ease of use of Less Annoying CRM, facilitating smooth daily management of contacts.
  • Users praise the fantastic customer support of Less Annoying CRM, appreciating the team's responsiveness and helpfulness.
  • Users love the simplicity and ease of use of Less Annoying CRM, making daily tasks effortless and efficient.
  • Users appreciate the user-friendly interface of Less Annoying CRM, enabling easy learning and efficient daily usage.
  • Users value the affordability of Less Annoying CRM, making it a top choice for small businesses.
Cons
  • Users find the missing features a limitation, especially as their needs for more robust options grow.
  • Users note integration issues with Less Annoying CRM, desiring better connections with other tools for smoother functionality.
  • Users note the limited features of Less Annoying CRM, finding it lacks advanced automation and reporting options.
  • Users find the feature issues frustrating, particularly regarding reporting, automation options, and duplicate record management.
  • Users find limited customization options in Less Annoying CRM, restricting their ability to tailor the system to their needs.

What Are Recent G2 Reviews of Less Annoying CRM?

What Are G2 Users Discussing About Less Annoying CRM?

Pipeline CRM

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
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Seattle, WA
  • Twitter: @PipelineDeals
    2,861 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Manager, Owner
  • 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 value the ease of use of Pipeline CRM, enabling quick learning and seamless lead management.
  • Users highlight the organized pipeline management of Pipeline CRM, which effectively keeps deals progressing and enhances productivity.
  • Users appreciate the intuitive interface of Pipeline CRM, making it simple and fast to adopt for their teams.
  • Users appreciate the organized approach to lead management in Pipeline CRM, enhancing deal progression and team efficiency.
  • Users appreciate the helpful reporting features of Pipeline CRM, which facilitate effective tracking of sales progress.
Cons
  • Users note the limited features of Pipeline CRM, hindering deep integration and automation for enhanced productivity.
  • Users find the limited customization options in Pipeline CRM restrict their ability to optimize complex sales processes.
  • Users face integration issues with Pipeline CRM due to limited third-party connections and mobile app functionality challenges.
  • Users note the missing features in Pipeline CRM, particularly in mobile app functionality and third-party integrations.
  • Users experience slow performance with Pipeline CRM, leading to frustrations during updates and integration challenges.

What Are Recent G2 Reviews of Pipeline CRM?

What Are G2 Users Discussing About Pipeline CRM?

Workbooks

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
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Reading, Berkshire
  • Twitter: @Workbooks
    2,702 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    67 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 find the ease of use of Workbooks enhances productivity with its intuitive interface and streamlined features.
  • Users value the customizable reporting and dashboards in Workbooks, enhancing performance monitoring and strategic decision-making.
  • Users commend the excellent customer support of Workbooks, highlighting its responsive and knowledgeable team.
  • Users appreciate the customization capabilities of Workbooks, enabling tailored dashboards and comprehensive reports for effective decision-making.
  • Users praise the extensive customization options of Workbooks, enhancing reporting and data management for improved decision-making.
Cons
  • Users find the learning curve steep, with challenges in setup and data input complicating the user experience.
  • Users experience occasional slowness in data loading and limited functionality, especially for larger organizations needing advanced features.
  • Users find limited features in Workbooks, especially as company needs grow, making it less suitable for larger clients.
  • Users find complex features of Workbooks can be clunky and require external assistance for effective use.
  • Users find limited customization options frustrating, feeling it complicates setup and hinders future changes.

What Are Recent G2 Reviews of Workbooks?

What Are G2 Users Discussing About Workbooks?

Julie Jung
JJ
Researched and written by Julie Jung
Updated