Best CRM Software for Medium-Sized Businesses - Page 6

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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)

ELMA365

ELMA365 is a low-code BPM platform that helps businesses accelerate digital transformation and innovate faster. With ELMA365 you can deliver enterprise-grade apps and automate processes with little to no coding. ELMA365 integrated applications cover all your business needs: • Lead and Sales Management; • Content and Document Management; • Compliance Management; • HR Services; • Customer Service Management and more. The Business Process Management app allows non-technical users to effortlessly create even the most complex business processes. Drag-and-drop process designer provides simplicity for modelling and accelerates the implementation of changes. Built-in monitoring tools help find bottlenecks and improve overall company’s performance. The Lead and Sales Management app introduces a holistic approach to customer relationships management and sales. The whole process is automated and managed from the lead acquisition to closed deal, including processing of documentation and post-sale service. The Content and Document Management app facilitates document management and electronic data exchange, all powered by a BPM engine. The Compliance Management solution lets your business stay compliant with standards and regulations without wasting effort on custom enterprise application development.

Average Rating: 4.5/5.0

Total Reviews: 31

How Do G2 Users Rate ELMA365?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind ELMA365?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 83% Medium, 11% Small

What Are Recent G2 Reviews of ELMA365?

What Are G2 Users Discussing About ELMA365?

WPCRM

WebPresented offers a cloud based or on premise CRM solution called WPCRM. WPCRM is a cost effective, vertically integrated CRM for the wholesale distribution and manufacturing markets. Built from an ERP-integration perspective, WPCRM provides; data for smarter decision making, mobile quoting, mobile access to product pricing and inventory, customer orders and buying history and marketing campaign analytics. WPCRM will drive sales activity and new revenue!

Average Rating: 4.4/5.0

Total Reviews: 15

How Do G2 Users Rate WPCRM?

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

Who Is the Company Behind WPCRM?

  • Seller: WebPresented
  • Year Founded: 2001
  • HQ Location: Columbus, OH
  • Twitter: @webpresented
    17 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    32 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 73% Medium, 13% Large

What Do G2 Reviewers Say About WPCRM?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless integration of WPCRM with ERP systems, enhancing efficiency and customer engagement effortlessly.
  • Users value the exceptional customer support in WPCRM, enhancing their experience with timely assistance and useful insights.
  • Users love the ease of use of WPCRM, appreciating its accessibility on various devices for on-ground staff.
  • Users love the easy access of WPCRM, allowing on-ground staff to utilize it seamlessly on tablets and mobiles.
  • Users value the easy implementation of WPCRM, effortlessly meeting industry-specific needs without custom coding or workarounds.
Cons
  • Users find the learning curve steep for WPCRM, with reporting tools requiring extensive training and practice.
  • Users find the limited customization options in WPCRM hinder their ability to tailor the system to their needs.
  • Users find the reporting features challenging, requiring training and lacking the intuitiveness needed for effective use.
  • Users find the reporting process not intuitive, requiring training and leading to messy data exports and complicated dashboard creation.
  • Users find WPCRM's reporting features difficult to navigate, requiring extensive training and complicating dashboard creation.

What Are Recent G2 Reviews of WPCRM?

What Are G2 Users Discussing About WPCRM?

Vendasta AI Platform

From small agency to enterprise, Vendasta is the AI customer acquisition and engagement platform for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bill and fulfill projects—all within a single platform. That single platform covers the whole arc of the work. Find and close new clients, give each one a client portal carrying your brand, resell the products and services you sell from a built-in marketplace, and bill for all of it. Fewer tools to pay for, fewer logins for your clients, and one place to see what's working — instead of a CRM here, a marketing automation tool there, and a spreadsheet holding it together. Underneath sits the data local businesses actually run on: reputation management and review activity, local listings, social media and email marketing, website and campaign performance, and every customer conversation in a shared inbox. Because that data lives in one system rather than scattered across vendors, anything acting on it is working from real context. That's what makes the AI employees work. Vendasta turns complex data and instructions into easy-to-manage AI employees — AI agents configured for specific roles — that work across the Vendasta platform, so businesses can grow while staying focused on what they do best. These AI employees come pre-configured with the skills and personality to fit any business. You can easily customize them using simple language too—no coding required. Whether it's lead capture, automating customer communication, or managing content, the AI employees have you covered. Vendasta is a SOC 2 Type 2 attested organization committed to maintaining strong security and data privacy standards. Visit our Trust Center at trust.vendasta.com to access security documentation, compliance certifications, and data privacy information.

Average Rating: 4.5/5.0

Total Reviews: 539

How Do G2 Users Rate Vendasta AI Platform?

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

Who Is the Company Behind Vendasta AI Platform?

  • Seller: Vendasta
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Saskatchewan
  • Twitter: @Vendasta
    3,930 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    742 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Management Consulting
  • Company Size: 84% Small, 11% Medium

What Do G2 Reviewers Say About Vendasta AI Platform?

AI-generated summary from verified user reviews

Pros
  • Users value the exceptional customer support of Vendasta AI Platform, enhancing onboarding and ongoing assistance effectively.
  • Users appreciate the ease of use of the Vendasta AI Platform, which simplifies marketing tasks and enhances efficiency.
  • Users highly value the outstanding customer support from Vendasta, appreciating quick responses and a positive, validating attitude.
  • Users love the comprehensive tools and AI services within Vendasta AI Platform, streamlining their marketing and support needs.
  • Users value the time-saving efficiency of Vendasta AI, transforming manual tasks into automated solutions effortlessly.
Cons
  • Users face a challenging learning curve due to complex integrations and automations that hinder user experience.
  • Users find the limited features of Vendasta AI Platform restrict their usage and complicate the overall experience.
  • Users find the difficult learning curve challenging, often needing extensive support to navigate the platform effectively.
  • Users find missing features and limited capabilities hinder the Vendasta AI Platform's effectiveness and usability.
  • Users find the complexity of Vendasta AI Platform concerning, often struggling with setups and integrations impacting performance.

What Are Recent G2 Reviews of Vendasta AI Platform?

What Are G2 Users Discussing About Vendasta AI Platform?

ConnectWise PSA

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: 555

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
  • Company Website:
  • Year Founded: 1982
  • HQ Location: Tampa, FL
  • Twitter: @ConnectWise
    14,926 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,401 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 appreciate the ease of use of ConnectWise PSA, finding ticket management and time entry simple and efficient.
  • Users value the seamless integration of ConnectWise PSA, enhancing efficiency across various tools and workflows.
  • Users appreciate the strong integration capabilities of ConnectWise PSA, enabling seamless workflows across multiple tools.
  • Users value the feature richness of ConnectWise PSA, enhancing productivity through comprehensive tools and seamless integrations.
  • Users praise the responsive customer support from ConnectWise PSA, helping them excel in project management efficiently.
Cons
  • Users find the learning curve steep, making initial adaptation and configuration in ConnectWise PSA quite challenging.
  • Users express frustration with poor customer support, highlighting issues with response times and unresolved problems.
  • Users find the complex usability of ConnectWise PSA frustrating, making task completion and configuration tedious and cumbersome.
  • Users note the missing features in ConnectWise PSA, wishing for more shortcuts and a better mobile app experience.
  • Users experience significant performance issues with ConnectWise PSA, including slow responses and accessibility problems with tickets.

What Are Recent G2 Reviews of ConnectWise PSA?

What Are G2 Users Discussing About ConnectWise PSA?

BIGContacts

BIGContacts is an easy-to-use, all-in-one CRM for contact management, email marketing & deal tracking. With AI built in, growing businesses can manage relationships and close more deals without having to stitch together separate tools. Teams use it to organize contacts, run email campaigns, track sales pipelines, and automate follow-ups, all from one dashboard, reducing the back-and-forth between a CRM, an email tool, and a spreadsheet along the way. Popular use cases: • Centralized contact and lead management • Email marketing campaigns and drip sequences • Sales pipeline and deal tracking • Task and follow-up automation • Lead capture through webforms AI CRM: the engine behind the platform The AI CRM learns from your contact data and activity history to keep your pipeline and outreach moving without manual upkeep. It powers: • AI Contact Import & Summary: pulls in contact details and summarizes activity history so reps get context without digging through past notes • AI Marketing Emails: drafts campaign copy and subject lines based on the audience and goal you specify • AI-Powered Dashboards: surfaces pipeline and activity insights at a glance instead of requiring manual report building • AI-driven follow-ups: flags contacts that need attention based on recent activity or inactivity Everything else you'd expect from a modern CRM: • Customizable sales pipeline with deal stages • Drag-and-drop email builder with templates and email analytics • Task management, reminders, and calendar sync • Webforms for direct lead capture • Unlimited users, teams, and storage on every plan • Meeting invitations and Outlook task sync • Reports and analytics on sales and email performance • Third-party integrations plus phone, chat, and email support Whether the goal is keeping contact data from scattering across spreadsheets, running email campaigns without a separate tool, or giving reps visibility into deals without extra admin work, BIGContacts brings contact management, email marketing, and deal tracking together in one platform.

Average Rating: 4.5/5.0

Total Reviews: 76

How Do G2 Users Rate BIGContacts?

  • 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: 8.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind BIGContacts?

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Marketing and Advertising, Accounting
  • Company Size: 74% Small, 26% Medium

What Are Recent G2 Reviews of BIGContacts?

What Are G2 Users Discussing About BIGContacts?

Infor Customer Relationship Management (CRM)

Your customer relationships are the driving force of your business. By offering a complete view of every customer touch point across your sales, marketing, customer service, and support teams, Infor CRM enables you to maximize the impact of every interaction—across the entire customer lifecycle—whether in the office or out in the field. The best part about Infor CRM is that it’s built for your business. Industry-specific capabilities, deep integration, and unparalleled flexibility and control in how you deploy, use, and pay for your solution offers a best-of-breed CRM solution without compromise.

Average Rating: 3.3/5.0

Total Reviews: 76

How Do G2 Users Rate Infor Customer Relationship Management (CRM)?

  • Has the product been a good partner in doing business?: 6.9/10 (Category avg: 8.9/10)
  • Workflow Capability: 5.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 6.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Infor Customer Relationship Management (CRM)?

  • Seller: Infor
  • Year Founded: 2002
  • HQ Location: New York
  • Twitter: @Infor
    18,472 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    22,165 employees on LinkedIn®
  • Phone: 800-260-2640

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 57% Medium, 29% Small

What Do G2 Reviewers Say About Infor Customer Relationship Management (CRM)?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of access in Infor CRM, enhancing customer satisfaction from anywhere.
  • Users praise the ease of use of Infor CRM, particularly enjoying its calendar feature for scheduling sales calls.
  • Users value the easy navigation of Infor CRM, allowing convenient access and improved customer satisfaction.
  • Users love the user-friendly login process, ensuring customer satisfaction from any location.
Cons
  • Users desire a mobile app for easier access while on the go, rather than relying on a laptop.
  • Users report that slow loading times can hinder efficiency due to the large amount of data processed.

What Are Recent G2 Reviews of Infor Customer Relationship Management (CRM)?

What Are G2 Users Discussing About Infor Customer Relationship Management (CRM)?

1Channel

1Channel is a comprehensive platform designed to empower businesses with next-gen automation across sales, distribution, and customer engagement. Trusted by companies in 40+ countries, we deliver measurable outcomes through our suite of solutions: Sales Force Automation (SFA), Field CRM, Channel and Influencer Loyalty, and Retail Merchandising Execution. Clients trust 1Channel not just for software, but for solving real business problems with data-driven insights, innovative technology, and reliable support. From organizing field force operations to strengthening channel partnerships and ensuring flawless retail execution, we help brands achieve growth with efficiency and clarity. What makes 1Channel stand apart is its nimbleness, adaptability, and responsiveness. Our solutions are configurable to diverse business models, offering configurations without unnecessary complexity. With AI-powered tools, intuitive dashboards, and timely support, we enable organizations to transform processes, drive loyalty, and maximize ROI. More than a technology provider, 1Channel is a partner committed to delivering on promises including high-quality execution, on-time delivery, and an eager-to-help culture. Businesses rely on us for growth, reliability, and a fair return on every investment they make.

Average Rating: 4.8/5.0

Total Reviews: 64

How Do G2 Users Rate 1Channel?

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

Who Is the Company Behind 1Channel?

  • Seller: 1Channel
  • Year Founded: 2006
  • HQ Location: Gurgaon/Gurugram, Haryana
  • Twitter: @AssistiveCRM
    9 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    62 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Retail
  • Company Size: 60% Medium, 22% Large

What Are Recent G2 Reviews of 1Channel?

Agile CRM

Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean modern interface. With Agile CRM, SMB's can now: - Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor - Convert website visitors directly to leads in the CRM - Nurture, track and score leads automatically based on web or email activity - Enable multi channel communication with the ability to call or email or tweet to a contact from the same page - Monitor customer behavior and get real time alerts for customer activity - Manage helpdesk tickets with all of the customers history in one place - Have a detailed record of all of the customer's details and communication history in one page, sorted chronologically - See customer data from various other business apps on one page using extensive integrations

Average Rating: 4.0/5.0

Total Reviews: 364

How Do G2 Users Rate Agile CRM?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Agile CRM?

  • Seller: Agile CRM
  • Year Founded: 2013
  • HQ Location: Dallas, TX
  • Twitter: @agilecrm
    6,703 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    103 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 76% Small, 16% Medium

What Do G2 Reviewers Say About Agile CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Agile CRM, enjoying its simple interface for streamlined sales management.
  • Users value the effective consolidation of tools in Agile CRM, enhancing simplicity and efficiency for small teams.
  • Users value the affordable all-in-one toolset of Agile CRM, appreciating its intuitive automation and efficiency for small teams.
  • Users value Agile CRM's affordability, appreciating its all-in-one features and excellent value for small teams.
  • Users value the automated workflows of Agile CRM, enhancing organization and efficiency for small and medium-sized businesses.
Cons
  • Users find the interface not intuitive, complicating navigation and the use of advanced features.
  • Users report poor customer support, facing slow responses and difficulties with initial setup and updates.
  • Users find the interface dated and clunky, making navigation and advanced features difficult to use effectively.
  • Users face slow loading times with Agile CRM, which disrupts their workflow, especially with larger datasets.
  • Users find the interface lacking polish compared to competitors, with limited customization and reporting capabilities.

What Are Recent G2 Reviews of Agile CRM?

What Are G2 Users Discussing About Agile CRM?

NetHunt CRM

NetHunt is a sales automation tool that literally lives inside your Gmail and other Google Workspace apps. It helps sales teams manage leads, nurture customer relations, monitor sales progress, and close more deals. Businesses grow x5 with NetHunt CRM, check customer stories - https://nethunt.com/case-studies 🥇 Google Cloud Partner 🥇 Google Security Assessment Program Passed We’ve built the best CRM integration with Gmail allowing for 100% CRM functionality from within Gmail. ✅ No more switching tabs ✅ No more data entry ✅ Everything is in one place ✅ In a familiar interface, within an app that you use daily Watch our demo: https://youtu.be/wD-tjeX6x_s Browse Help Center: https://help.nethunt.com/en/ MORE ABOUT NETHUNT CRM 🙂 Organize your customer base Use core CRM features in NetHunt to organize your customer base in the most efficient way. ✓ Say goodbye to tedious data entry forever. ✓ Use NetHunt’s duplicate prevention feature to keep your data clean at all times. ✓ The required fields feature watches over your data to make sure you’ve got what you need. ✓ Your customer base is securely stored in one place, protected from leaks or prying eyes by proper access management. 📞 Capture new leads through multiple channels NetHunt CRM is integrated with multiple tools that allows you to get new leads from different sources and store communication within CRM records. ✓ Create new leads from inbound and outbound calls ✓ Turn website chats into new leads ✓ Get new leads from social media platforms ✓ Add new leads to CRM from messengers ✓ Capture leads from custom web forms 📋 Segment leads and customers base Break down your customer base into targeted segments to send personalized pitches by using various macros - job title, need, company size and more. ✓ Use custom filters and views to segment your contacts. ✓ Save an unlimited number of segments for yourself or share them with the team. ✓ Have these segments updated automatically when new users match certain parameters. 💲 Build sales pipeline Turn contacts into leads and push them down the beautiful, functional pipeline. ✓ Add new deals, their value, probability of closing and expected close date. ✓ Track deals progress through the pipeline stages. ✓ Know revenue stuck at every stage of the pipeline ✓ Spot blocked leads and how to push them towards purchase. ✓ Create one or several custom pipelines for your products and services. ✓ Build forecasts you can trust. ⭕ Manage Tasks Organize your workday and manage the workload of your team. All within Gmail. ✓ Manage Tasks and collaborate with your team inside Gmail. ✓ Assign Tasks automatically by certain criteria or round-robin algorithm. ✓ Link Tasks to emails and CRM records. ✓ Receive daily Tasks Digest to plan your day. 🤖 Automate sales processes in Gmail NetHunt CRM allows users to automate the entire sales process – from lead capture to deals’ pipeline stage to notifications. ✓ Capture leads from different sources and add them in your CRM. ✓ Assign managers to leads and set up personalised auto-replies. ✓ Prioritise leads automatically depending on their behaviour ✓ Set sequences to nurture leads. ✓ Automatically link email conversations, chats, calls to CRM profiles. ✓ Have an algorithm move a lead to the next pipeline stage based on the lead’s response. ✓ Create automatic tasks for the team. ✓ Set notifications to the team when important changes happen in the pipeline. ✓ Automate data entry. ✉️ Email automation ✓ Create personal and shared email templates in Gmail. ✓ Write repetitive emails easily and quickly. ✓ Personalize email templates with custom fields. ✓ Use email templates in daily email correspondence, email campaigns or automated email sequences. 📩 Email tracking Track your email opens and clicks in Gmail. ✓ Know if, when, and how often the receiver views your emails in real-time. ✓ Know when people open your emails to provide insights for your team. ✓ Prioritise leads based on how many times they open emails or click on the links. ✓ Use email tracking for regular emails, email campaigns and automated email sequences. 🔁 Email campaigns Send email campaigns and follow-up campaigns in Gmail. ✓ Send email campaigns to custom segments or all of your customer base. ✓ Set follow-up emails to previous email campaigns. ✓ Monitor campaigns stats: opens, clicks, unsubscribes, bounces, and replies. ✓ Send email campaigns via Gmail, NetHunt SMTP or your own SMTP server. 📊 Sales reporting Track key business metrics and team performance with reports in NetHunt CRM. ✓ Track the effectiveness of the entire team and every manager separately – the number of sent emails, presentations made, calls made, etc. ✓ Analyze business growth compared to previous periods – the number of closed deals as well as revenue generated. ✓ Analyze revenue by breaking it down by a manager, by a certain product, by country, etc. ✓ Track your quota attainment. ✓ Analyze the reasons for losing deals. ✓ Build a sales forecast you can trust.

Average Rating: 4.6/5.0

Total Reviews: 279

How Do G2 Users Rate NetHunt CRM?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.1/10 (Category avg: 8.6/10)

Who Is the Company Behind NetHunt CRM?

  • Seller: NetHunt CRM
  • Year Founded: 2015
  • HQ Location: Kiev
  • Twitter: @nethuntcrm
    2,154 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Director
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 79% Small, 17% Medium

What Do G2 Reviewers Say About NetHunt CRM?

AI-generated summary from verified user reviews

Pros
  • Users find NetHunt CRM easy to use, appreciating quick setup and seamless integration with LinkedIn and Gmail.
  • Users value the Gmail integration of NetHunt CRM, enhancing workflow efficiency and simplifying outreach efforts seamlessly.
  • Users value the seamless integrations of NetHunt CRM, enhancing organization and efficiency within their sales pipeline.
  • Users benefit from the seamless integration with LinkedIn and Gmail, enhancing their outreach and productivity significantly.
  • Users value the easy integration with Google Workspace, enhancing communication and automation for a seamless experience.
Cons
  • Users find the learning curve steep, requiring significant time and experience to effectively utilize NetHunt CRM.
  • Users miss the absence of key features like email templates and advanced duplicate detection in NetHunt CRM.
  • Users face email issues like limitations on sending frequency and lag, impacting efficiency and communication.
  • Users find the limited features of NetHunt CRM hinder advanced usage and create challenges in reporting and automation.
  • Users find the complexity of automation and reporting features a challenge, requiring time and effort to master.

What Are Recent G2 Reviews of NetHunt CRM?

What Are G2 Users Discussing About NetHunt CRM?

HubSpot Smart CRM

HubSpot Smart CRM is self-updating, AI-powered software that brings your customer data, teams, and tech stack together in one connected system Core Value Proposition HubSpot Smart CRM is the CRM that works for you, not the other way around. It keeps your CRM current through automatic updates and built-in enrichment, capturing customer conversations, creating and filling records, surfacing important changes, and turning the latest context into actionable next steps. Your team spends less time on data entry and more time building relationships. Updates stay visible, editable, and under your control, so you know what got updated and why. Built on HubSpot’s agentic customer platform, Smart CRM combines AI tools and agents, flexible customer views, automation, reporting, governance, and app connectivity so marketing, sales, and service teams can work from a single source of truth, move faster, and deliver better customer experiences at scale. Key capabilities See your customers clearly - Self-updating and self-cleaning CRM: Updates itself based on what actually happened — using, conversations, emails, notes, and the web — so your CRM data stays accurate and trusted. - Agentic onboarding: makes Smart CRM setup easy: contacts, companies, and deals automatically populate from email and calendar connections. - Breeze Assistant: conversational AI that pulls from self-updating CRM data to create content, reports, analysis, automation, and build and activate agents. - Custom data model: store any type of CRM data with custom objects, events, scoring, and calculations. - Data enrichment: automatically enrich contact and company records using emails, calls, the web, and HubSpot’s data sources. - Notetaker: transcribes notes (including voice notes) and captures follow-up items; deal progression drafts the recap email and next steps for reps. - Deal progression: analyzes conversations and recommends updates to deal stage and qualification fields, then drafts follow-up emails. - Data Agent: get updated answers on business-specific questions about customers and prospects by searching CRM data, emails, calls, documents, and the web. Intent signals: learn who’s in-market for your product and a good fit, what they’re searching for, and the right time to reach out. - AI insights: surface important changes, risks, and next-best actions from customer context stored within your CRM. - Reporting dashboards and analytics: make informed decisions fast with templated dashboards and built-in reports that include multiple visualization types and AI-assisted insights. - Sensitive data controls: protect sensitive customer information with encryption, access controls, SSO, and 2FA-ready governance. - Segmentation: easily segment customer or prospect data into lists that can be used for outreach. Get your team on the same page - Pipeline management: stay on top of deals with multiple pipelines, tags, and automated actions. Conditional logic ensures sales processes are never skipped. - Workflows and AI-assisted workflows: automate tasks and customer communications based on customer behavior and business logic. - Task management: keep reps organized and stay on track with automated task management and queues - Custom reporting and dashboards: turn CRM data into actionable insights across pipeline, attribution, and revenue performance with highly customizable reporting. - Team governance: manage precise permissions, team structures, SSO, 2FA, SOC2 compliance with administrative controls.. - Centralized audit log: track actions taken by users, automations, integrations, and agents. Undo and restore actions. - Automatic duplicate detection: use AI to identify and merge duplicate records, keeping the CRM accurate and usable. - Project management: coordinate customer-facing work, track progress, and automate handoffs without leaving the CRM. Connect all your tools in one place - HubSpot Marketplace: connect to more than 2,000 popular apps, including toolsGoogle Workspace, Microsoft 365, Slack, Zoom, and Shopify. - Data Sync: keep records updated automatically with two-way sync across HubSpot and third-party systems. - Custom CRM interface: visualize the same customer data in the format that makes sense for each team, including tables, charts, and custom views. - Sandbox test account: test changes and integrations safely before pushing them live. - UI extensibility: build custom interfaces and extend HubSpot with APIs to match your business processesIntegrated tool actions in workflows: combine HubSpot automation with external apps to streamline multi-system processes. Smart CRM vs. Alternatives HubSpot’s Smart CRM is different from traditional CRM solutions and AI-native CRMs. It unifies customer data, teams, and tech stacks securely, with self-cleaning capabilities that keep data continuously up-to-date. Leveraging your data and third-party insights, Smart CRM’s built-in AI helps deliver personalized customer experiences at scale. All AI-driven updates keep humans in the loop. Reps and admins can review, edit, or approve before anything is saved to the CRM, with the ability to restore data changes. Unlike standalone AI tools, notetakers, or workflow automation layers, self-updating CRM is built directly into HubSpot’s agentic customer platform and works with the data your team already uses. It’s easy to adopt without requiring a dedicated administrator, while still offering the flexibility to support more complex business needs. Outcome Smart CRM is a self-updating source of truth that helps businesses grow faster by unifying customer data, teams, and tools in one easy-to-use agentic customer platform. By having all business context in one place, Smart CRM becomes a source of truth you can rely on to drive outcomes for your business.

Average Rating: 4.6/5.0

Total Reviews: 95

How Do G2 Users Rate HubSpot Smart CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.7/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.6/10)

Who Is the Company Behind HubSpot Smart CRM?

  • Seller: HubSpot
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Cambridge, Massachusetts, United States
  • Twitter: @HubSpot
    784,270 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17,628 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Consulting
  • Company Size: 55% Medium, 38% Small

What Are Recent G2 Reviews of HubSpot Smart CRM?

ArcCRM

ArcCRM is a customer relationship management (CRM) platform built for organizations that need a structured way to manage customer interactions, sales activities, and business relationships. It is designed for teams that work with leads, prospects, customers, and ongoing accounts, providing a centralized system for storing and organizing customer-related information. For many businesses, customer data is often spread across emails, spreadsheets, notes, and multiple software applications. As the volume of customer interactions increases, it can become difficult to keep track of conversations, follow-up activities, sales opportunities, and account histories. A CRM system addresses this challenge by bringing relevant information together in a single environment where teams can access and update records as needed. ArcCRM helps users maintain detailed customer profiles, track communication history, manage sales pipelines, and monitor the progress of opportunities from initial contact through ongoing engagement. By consolidating customer information in one location, the platform supports better visibility into customer relationships and helps reduce the risk of important details being overlooked. The software is suitable for sales teams, account managers, customer service departments, business development professionals, and organizations that rely on regular customer interactions. It can also be useful for businesses looking to improve collaboration between departments by ensuring that employees have access to consistent and up-to-date customer information. A CRM platform such as ArcCRM is often needed when businesses reach a point where manual methods of tracking customer information become difficult to manage. Centralized recordkeeping, activity tracking, and relationship management can help teams maintain organization and gain a clearer understanding of customer engagement across different stages of the business process. Overall, ArcCRM serves as a business management tool that helps organizations organize customer data, track interactions, manage sales-related activities, and maintain a comprehensive view of their customer relationships over time.

Average Rating: 4.6/5.0

Total Reviews: 25

How Do G2 Users Rate ArcCRM?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.8/10 (Category avg: 8.6/10)

Who Is the Company Behind ArcCRM?

  • Seller: Archarina
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®
  • Phone: +1 (732) 705 - 7771

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 84% Medium, 16% Small

What Do G2 Reviewers Say About ArcCRM?

AI-generated summary from verified user reviews

Pros
  • Users value the effective lead management features of ArcCRM, enhancing outreach and engagement through tailored strategies.
  • Users praise the ease of use in ArcCRM, allowing efficient campaign management and automated follow-ups.
  • Users value the easy tracking feature, ensuring no leads are overlooked while managing the sales process efficiently.
  • Users value the automation features of ArcCRM, enabling efficient campaign management and time-saving follow-ups.
  • Users value the automation features of ArcCRM, significantly enhancing efficiency in managing and tracking campaigns.
Cons
  • Users feel that the learning curve for ArcCRM can be steep, requiring patience to master its features.
  • Users express a desire for a more customizable dashboard, feeling limited by the current configuration options.
  • Users find the integration issues with existing systems to be challenging, impacting their overall experience with ArcCRM.
  • Users desire missing features such as enhanced reporting and improved mobile app functionalities for better user experience.
  • Users notice occasional minor glitches in the mobile version, though they do not significantly impact usability.

What Are Recent G2 Reviews of ArcCRM?

Resco – Mobility & Productivity

Resco helps the world work better outside the office by making it simple to build complex mobile experiences for frontline workers. The company’s low-code tools and solutions enable organizations to build and deploy enterprise-level business apps quickly and easily. These solutions allow mobile workers to access or capture data on the go, using any mobile device, even when offline. Field teams can tackle field service, mobile sales, data collection, or any other frontline scenario while delivering valuable data back to the office. With full offline functionality, a no-code/low-code development platform, and native integration with Microsoft Dynamics 365, Power Platform, or Salesforce, Resco empowers organizations worldwide to tackle the most demanding mobile challenges faced by frontline workers. Over 800 enterprise and corporate companies from segments like utilities, retail, energy, oil & gas, manufacturing, telecommunications, transportation & logistics, or NGOs rely on Resco to simplify their frontline operations, improve efficiency, and reduce paperwork.

Average Rating: 4.5/5.0

Total Reviews: 50

How Do G2 Users Rate Resco – Mobility & Productivity?

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

Who Is the Company Behind Resco – Mobility & Productivity?

  • Seller: Resco.net
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Bratislava, Slovakia
  • Twitter: @Resco_net
    1,429 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    322 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 44% Medium, 38% Small

What Do G2 Reviewers Say About Resco – Mobility & Productivity?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Resco, enhancing productivity across devices and streamlining departmental activities.
  • Users value the seamless integrations of Resco, enhancing productivity and collaboration across various platforms and devices.
  • Users find Resco – Mobility & Productivity to greatly enhance efficiency, streamlining tasks and improving collaboration across devices.
  • Users highlight the implementation ease of Resco, noting its intuitive design and excellent support for seamless integration.
  • Users value the offline access of Resco, enhancing productivity and enabling effective work in low-connectivity areas.
Cons
  • Users feel that missing features limit Resco’s effectiveness, particularly for specific or niche workflows.
  • Users experience syncing issues with Resco – Mobility & Productivity, leading to slower than expected performance and delays in updates.
  • Users experience sync issues with Resco – Mobility & Productivity, particularly with slower sync times and delayed updates.
  • Users face issues with bugs and syncing problems in Resco, affecting their productivity and workflow efficiency.
  • Users experience call issues with Resco, especially with syncing and immediate updates in specific workflows.

What Are Recent G2 Reviews of Resco – Mobility & Productivity?

What Are G2 Users Discussing About Resco – Mobility & Productivity?

SalesDesk

Sales Desk is a cost effective and easy to use sales automation software that helps businesses manage their sales team, increase their productivity, generate more leads and build customer relationships. We at Sales Desk believe building relationships with customers is the foundation for any successful business. Most business these days ignore this factor and tend to treat customers and prospects like numbers. Business that use data to foster relationships outperform those who don’t.

Average Rating: 4.4/5.0

Total Reviews: 54

How Do G2 Users Rate SalesDesk?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.6/10)

Who Is the Company Behind SalesDesk?

  • Seller: SPRINT Middle East
  • Year Founded: 2010
  • HQ Location: Al Qouz, Industrial Area 4, AE
  • Twitter: @SprintExpo
    3 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 45% Small, 41% Medium

What Do G2 Reviewers Say About SalesDesk?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SalesDesk, noting its simplicity and effectiveness in managing leads and follow-ups.
  • Users appreciate the effective lead management of SalesDesk, simplifying organization and follow-up for improved sales performance.
  • Users appreciate the user-friendly interface of SalesDesk, finding it easy to manage leads and customers.
  • Users value the organization efficiency of SalesDesk, enhancing clarity and ensuring consistent follow-ups in sales processes.
  • Users find easy tracking in SalesDesk essential for managing leads and boosting team performance efficiently.
Cons
  • Users find SalesDesk has limited customization, hindering the ability to tailor the platform to specific sales processes.
  • Users feel the missing features in SalesDesk limit its effectiveness, especially for addressing specific customer concerns.
  • Users feel that performance issues hinder smooth navigation and cause delays in receiving customer responses on SalesDesk.
  • Users find the product not user-friendly due to filter issues, impacting their overall experience with SalesDesk.
  • Users find integration with video call software lacking in SalesDesk, impacting the effectiveness of virtual meetings with customers.

What Are Recent G2 Reviews of SalesDesk?

What Are G2 Users Discussing About SalesDesk?

Coevera

Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Formerly Pipeliner CRM, Coevera builds on more than a decade of CRM innovation and represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.

Average Rating: 4.6/5.0

Total Reviews: 445

How Do G2 Users Rate Coevera?

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

Who Is the Company Behind Coevera?

Who Uses This Product?

  • Who Uses This: Business Development Manager, Director
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 71% Small, 23% Medium

What Do G2 Reviewers Say About Coevera?

AI-generated summary from verified user reviews

Pros
  • Users praise Coevera for its user-friendly interface, making navigation and task management easy and efficient.
  • Users appreciate easy tracking of deals in Pipeliner CRM, enhancing their sales process understanding and efficiency.
  • Users value the ease of use and flexibility of Coevera, enhancing productivity and streamlining lead generation effectively.
  • Users appreciate the user-friendly interface of Coevera, making navigation and setup easy and intuitive.
  • Users value the user-friendly interface of Coevera, making navigation simple for everyone regardless of technical skill.
Cons
  • Users find the limited advanced customization options restrictive, particularly for complex workflows and deep analytics.
  • Users find the high cost of Coevera to be a significant barrier, especially for small businesses on a budget.
  • Users find the complexity of Coevera's features and customization options challenging, especially for larger organizations.
  • Users experience integration issues with Coevera, limiting compatibility with other tools and affecting overall efficiency.
  • Users experience a steep learning curve initially due to the complexity of features and customization options.

What Are Recent G2 Reviews of Coevera?

What Are G2 Users Discussing About Coevera?

Act!

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes AI-History Summary, Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Payments, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

Average Rating: 3.9/5.0

Total Reviews: 509

How Do G2 Users Rate Act!?

  • Has the product been a good partner in doing business?: 7.6/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Act!?

  • Seller: Act!
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Scottsdale, AZ
  • Twitter: @ActCRM
    5,296 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    219 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Financial Services, Marketing and Advertising
  • Company Size: 78% Small, 17% Medium

What Do G2 Reviewers Say About Act!?

AI-generated summary from verified user reviews

Pros
  • Users find Act! easy to use, with intuitive setup and effective features for organizing contacts and tasks.
  • Users value the organized customer data access in Act!, enhancing efficiency and improving communication through its features.
  • Users appreciate the responsive customer support of Act!, which greatly enhances their overall experience and productivity.
  • Users value the intuitive contact management of Act!, enhancing organization and efficiency in their daily workflows.
  • Users appreciate the organization efficiency of Act!, enhancing productivity through well-managed customer data and scheduling.
Cons
  • Users experience integration issues with Act!, facing instability with tools like Outlook and Word, affecting productivity.
  • Users find the missing features of Act! frustrating, as some are overly complicated and not user-friendly.
  • Users find the learning curve steep due to complex setup and outdated interface, hindering effective use of Act!.
  • Users find Act! to have an outdated and complex interface, making it challenging to use effectively and intuitively.
  • Users find Act! not intuitive, struggling with its outdated interface and complex setup, hindering effective usage.

What Are Recent G2 Reviews of Act!?

What Are G2 Users Discussing About Act!?

Julie Jung
JJ
Researched and written by Julie Jung
Updated