# Best CRM Software for Medium-Sized Businesses - Page 7

## How Many CRM Software Products Does G2 Track?

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

### Category Stats (Jul 2026)

- **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month

_Last updated: July 31, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 121,800+ Authentic Reviews
- 1,085+ Products
- Unbiased Rankings

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

## G2 Grid® for CRM Software
 ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=576&focus%5B%5D=459&focus%5B%5D=1619&focus%5B%5D=509&focus%5B%5D=464&focus%5B%5D=1174041)

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

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

**Sponsored**

### SAP Sales Cloud

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-31T19%3A26%3A41Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%2Fmid-market%3Fpage%3D7&secure%5Btoken%5D=2d3412e3ae80c31932f9d93d0fef604116976c14c831f6dac46d114cb38206be&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2025%2F01%2Fcc18428e-ee7e-0010-bca6-c68f7e60039b.html%3Fcampaigncode%3DCRM-YD25-CEX-407334%26source%3DSALES-click-campaign-G2&secure%5Burl_type%5D=custom_url)

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

Lime CRM is a visual and user-friendly CRM for 10 users and up that simplifies the workday for marketing, sales and support teams. Lime CRM keeps customers, deals and campaigns in one place and enables you to not only manage and track, but also make use of all your customer data. With smart add-ons and integrations to your other IT systems, duplicate work will be avoided and you can instead focus on what's important: providing exceptional customer experiences. Hosted or on your own server.

**Average Rating:** 4.3/5.0

**Total Reviews:** 91

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

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 6.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.3/10 (Category avg: 8.6/10)

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

- **Seller:** [Lime Technologies](https://www.g2.com/sellers/lime-technologies)
- **Year Founded:** 1990
- **HQ Location:** Lund, Skane
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f313c5cff48d2b87ed49dde93be183af3d732b3fb74551cc633328dd7c089e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flimetechnologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
422 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 52% Small, 45% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customizability** of Lime CRM, allowing them to tailor the system to their specific needs.
- Users value the **customization options** in Lime CRM, allowing tailored solutions for their specific organizational needs.
- Users value the **flexibility** of Lime CRM, allowing effortless customization to suit their specific organizational needs.
- Users commend the **excellent customer support** from Lime CRM, appreciating its responsiveness and helpfulness.
- Users value the **extremely customizable interface** of Lime CRM, enhancing adaptability and efficiency without external dependence.

##### Cons

- Users find the **limited features** of Lime CRM hinder effective collaboration, particularly with Office 365 integration.
- Users experience **call issues** with Lime CRM, particularly complaining about slow responses and limited web client integration.
- Users experience **inaccurate data** and slow responses from Lime CRM, complicating their workflow and efficiency.
- Users find the **learning curve challenging** , especially for functions related to security and general usability.
- Users find the Lime CRM's **limited customization** restrictive, especially when integrating with other tools like Office 365.

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

**["Lime - very easy and very searchable"](https://www.g2.com/survey_responses/lime-crm-review-5334133)**

**Rating:** 5.0/5.0 stars

_— Staffan B._

[Read full review](https://www.g2.com/survey_responses/lime-crm-review-5334133)

**["A flexible CRM system"](https://www.g2.com/survey_responses/lime-crm-review-8582168)**

**Rating:** 4.0/5.0 stars

_— Peter A._

[Read full review](https://www.g2.com/survey_responses/lime-crm-review-8582168)

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

- [What is your experience with Lime CRM for customer relationship management, and what improvements could be made?](https://www.g2.com/discussions/what-is-your-experience-with-lime-crm-for-customer-relationship-management-and-what-improvements-could-be-made)
- [What is Lime CRM used for?](https://www.g2.com/discussions/what-is-lime-crm-used-for)

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

vtenext is the Open Source, AI-Native CRM that allows you to: - Manage all business areas by centralizing information and integrating with your company's existing software ecosystem - Automate your business processes thanks to its built-in BPM engine - Harness the power of AI Agents and Kitt: the virtual assistant you can ask to provide information or perform specific actions Simple module and field creation directly from the interface. Focus on data sovereignty: choose whether to use vtenext in the cloud or install it on your own servers. Perfect as a standalone solution or as part of a more complex infrastructure, it seamlessly integrates with any type of business software and tool, such as ERPs, switchboards, e-commerce platforms, calendars, WhatsApp, digital signatures, and more. vtenext brings over 20 years of experience and is trusted by around 2,000 companies of all sizes—from small businesses to multinationals—proving its reliability and flexibility.

**Average Rating:** 4.6/5.0

**Total Reviews:** 36

#### How Do G2 Users Rate vtenext?

- **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.:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind vtenext?

- **Seller:** [vtenext](https://www.g2.com/sellers/vtenext)
- **Year Founded:** 2011
- **HQ Location:** Milano, Lombardia
- **Twitter:** @vtenext  
28 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c1d5fb7c84379cef49e7a3ff2d60cb7fa7df7f44c132f4d703f65cb762ee5e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvtenext%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
31 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 64% Small, 31% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find VTENEXT's **easy customization** features invaluable for tailoring the system to meet unique business needs.
- Users appreciate the **responsive customer support** of vtenext, which enhances their experience and project implementation.
- Users praise the **flexibility** of VTE, enabling personalized solutions tailored to unique company needs and processes.
- Users appreciate the **feature richness** of vtenext, highlighting its easy customization and daily usability.
- Users value the **intuitive simplicity** of vtenext, enabling efficient customization and enhancing productivity without complexity.

##### Cons

- Users find **limited customization options** frustrating, often requiring costly technical support for necessary adjustments.
- Users find the **limited features** of vtenext restrictive, often needing technical support for basic modifications.
- Users find some features **difficult to understand** and experience challenges with self-implemented customization.
- Users find the **additional costs** for personalization and updates of vtenext to be overly expensive and limiting.
- Users feel the **overwhelming experience** with VTE stems from complex IT policies limiting software utilization.

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

**["Powerful, Flexible Solution that helped digitize 50+ Company Processes"](https://www.g2.com/survey_responses/vtenext-review-12555397)**

**Rating:** 4.0/5.0 stars

_— Verified User in Manufacturing_

[Read full review](https://www.g2.com/survey_responses/vtenext-review-12555397)

**["VTENEXT: A flexible and process-oriented CRM platform"](https://www.g2.com/survey_responses/vtenext-review-12789891)**

**Rating:** 5.0/5.0 stars

_— Marco M._

[Read full review](https://www.g2.com/survey_responses/vtenext-review-12789891)

### [Salesmate](https://www.g2.com/products/salesmate/reviews)

Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage.

**Average Rating:** 4.7/5.0

**Total Reviews:** 114

#### How Do G2 Users Rate Salesmate?

- **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:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Salesmate?

- **Seller:** [Salesmate](https://www.g2.com/sellers/salesmate)
- **Company Website:** www.salesmate.io
- **Year Founded:** 2016
- **HQ Location:** Charlotte, NC
- **Twitter:** @SalesmateIO  
2,114 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=290cb4c166201cbf87ee7970d9e1472402088a8357006eb81beffe9beb6f06b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesmate%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 73% Small, 14% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Salesmate, finding it intuitive and convenient for managing their sales functions.
- Users commend Salesmate's **excellent customer support** , appreciating quick responses and a clean interface for enhanced experience.
- Users love the **super clean interface** and **amazing customer care** that enhance their Salesmate experience.
- Users appreciate the **amazing support** from Salesmate, which greatly enhances their user experience and confidence.
- Users appreciate the **efficient automation features** of Salesmate, significantly saving time and enhancing productivity during the sales process.

##### Cons

- Users encounter **integration issues** with Salesmate, affecting workflow automation and third-party compatibility experiences.
- Users find the **limited features** of Salesmate challenging, particularly regarding advanced configurations and third-party integrations.
- Users find **missing features** in Salesmate, particularly in customer support, email management, and mobile functionality.
- Users face a **learning curve** for advanced configurations, requiring significant involvement from technical support initially.
- Users find Salesmate to be **not intuitive** , requiring technical help for advanced configurations and setup adjustments.

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

**["Dream Team"](https://www.g2.com/survey_responses/salesmate-review-12820899)**

**Rating:** 5.0/5.0 stars

[Read full review](https://www.g2.com/survey_responses/salesmate-review-12820899)

**["The first CRM that actually keeps up with my deal flow"](https://www.g2.com/survey_responses/salesmate-review-12970513)**

**Rating:** 5.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/salesmate-review-12970513)

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

- [Is HubSpot free?](https://www.g2.com/discussions/is-hubspot-free)
- [Who owns Salesmate?](https://www.g2.com/discussions/who-owns-salesmate) - 1 comment
- [Is Salesmate good?](https://www.g2.com/discussions/is-salesmate-good) - 1 comment
- [How does Salesmate work?](https://www.g2.com/discussions/how-does-salesmate-work)

### [Apptivo](https://www.g2.com/products/apptivo/reviews)

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle:  
  
**Marketing** - Create targeted lists of contacts, build & deliver email campaigns, and track analytics.  
**Sales** - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting.  
**Help Desk** - A powerful ticketing system with email integration, web portal, and time tracking.  
**Project Management** - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent.  
**Field Service** - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing.  
**Quoting & Billing** - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities.  
**Order Management** - Turn quotes into orders, track inventory & shipments, and bill the customer for your product.  
**Procurement & Supply Chain** - Manage your vendors, track purchase orders & invoicing, and manage inventory.  
  
Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: **Affordability** , **Flexibility** , and **Capability**. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business.

**Average Rating:** 4.4/5.0

**Total Reviews:** 217

#### How Do G2 Users Rate Apptivo?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Apptivo?

- **Seller:** [Apptivo](https://www.g2.com/sellers/apptivo)
- **Year Founded:** 2009
- **HQ Location:** Fremont, California
- **Twitter:** @Apptivo  
5,946 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bcad1a66e3b3f952602b0684372473e8d21061c31322b5bfba1d8c924df330cd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F987634%2F&secure%5Burl_type%5D=linkedin_company_website)  
223 employees on LinkedIn®
- **Phone:** +1 (855) 345-2777

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Marketing and Advertising, Construction
- **Company Size:** 82% Small, 14% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate Apptivo's **excellent customer support** , noted for its responsiveness and detailed documentation throughout the implementation process.
- Users commend Apptivo's **helpful support** , highlighting its responsiveness and detailed documentation that enhance the user experience.
- Users appreciate the **ease of use** of Apptivo, praising its intuitive navigation and fast implementation.
- Users value the **high customization ability** of Apptivo, allowing tailored solutions to fit their unique business processes.
- Users value the **high customizability** of Apptivo, enabling tailored solutions for diverse business processes and needs.

##### Cons

- Users find the **learning curve steep** with Apptivo, particularly with campaign setup and contact database differentiation.
- Users find the **missing features** in Apptivo frustrating, lacking essential functionalities across modules and integrations.
- Users experience **limited features** with Apptivo, facing inconsistencies and missing functionalities across different apps and platforms.
- Users struggle with **integration issues** , facing compatibility problems and inefficiencies in their workflow management with Apptivo.
- Users find **improvement needed** in documentation and integration simplicity, hindering efficient workflow across modules.

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

**["All-in-One CRM Platform with Clean UI, Easy Automation, and Strong Reporting"](https://www.g2.com/survey_responses/apptivo-review-12762853)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/apptivo-review-12762853)

**["Work Organization and Activity Tracking Feel More Efficient"](https://www.g2.com/survey_responses/apptivo-review-12889408)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/apptivo-review-12889408)

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

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

### [Bixjet](https://www.g2.com/products/bixjet/reviews)

BixJet is a multichannel sales automation platform built to help teams generate leads, automate follow-ups, and close deals faster, with a strong focus on LinkedIn automation, email sequencing, WhatsApp outreach, and LinkedIn data extraction. Instead of manually switching between tools, BixJet centralizes prospecting, outreach, follow-ups, and pipeline management into one unified system.

**Average Rating:** 4.8/5.0

**Total Reviews:** 108

#### How Do G2 Users Rate Bixjet?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Bixjet?

- **Seller:** [Bixjet](https://www.g2.com/sellers/bixjet)
- **Year Founded:** 2021
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c93a4b6d865a41c8c283f5f0f2bebacb08b74ff49bc00496bede4c21e28d0d3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbixjet%2F&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 86% Small, 11% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **responsive customer support** of Bixjet, noting the team's dedication to user satisfaction.
- Users find Bixjet's **ease of use** invaluable, streamlining LinkedIn outreach and enhancing their lead generation efforts.
- Users value the **automation features** of Bixjet, enhancing outreach efficiency and driving significant revenue growth seamlessly.
- Users find Bixjet's **lead management** effective and easy to use, significantly increasing potential customer engagement.
- Users love Bixjet for its **seamless automation** features, streamlining LinkedIn outreach and improving productivity effortlessly.

##### Cons

- Users find the **limited customization** options for tasks and reports in Bixjet to be a drawback.
- Users express concerns about **integration issues** , noting limitations and delays in lead uploading and LinkedIn features.
- Users find the **learning curve** with Bixjet steep initially, requiring time to fully explore advanced features.
- Users find the **lead update process somewhat slow** , wishing for a quicker response to manage their leads effectively.
- Users desire more **initial features** when signing up for Bixjet, enhancing their early experience with the CRM.

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

**["Streamlined Outreach, Easy Setup"](https://www.g2.com/survey_responses/bixjet-review-13121188)**

**Rating:** 4.5/5.0 stars

_— Olivia M._

[Read full review](https://www.g2.com/survey_responses/bixjet-review-13121188)

**["From founder pain to founder solution — BixJet just works"](https://www.g2.com/survey_responses/bixjet-review-12275738)**

**Rating:** 4.5/5.0 stars

_— James O._

[Read full review](https://www.g2.com/survey_responses/bixjet-review-12275738)

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

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

### [Flowlu](https://www.g2.com/products/flowlu/reviews)

Flowlu is a cloud-based business management platform designed to help teams plan, track, and optimize their work in a single, centralized workspace. It provides a suite of tools for project management, CRM, task tracking, financial management, team collaboration, and knowledge sharing. Flowlu is built to streamline operations, improve productivity, and ensure seamless communication across teams, making it an ideal solution for businesses of all sizes, from startups to large enterprises. Flowlu supports organizations across various industries by offering tools to: Manage projects efficiently with task assignments, deadlines, progress tracking, and automated workflows. Streamline sales processes with an integrated CRM, pipeline management, and automated follow-ups. Optimize financial operations through invoicing, expense tracking, budgeting, and revenue forecasting. Enhance team collaboration with real-time communication, shared workspaces, and internal chat. Store and distribute knowledge with an internal and external knowledge base for easy access to critical information. Key Features & Benefits Project Management: Utilize Kanban boards, Gantt charts, and task dependencies for structured planning and execution. CRM & Sales Automation: Track leads, manage opportunities, and set up automated workflows for follow-ups and deal tracking. Financial Management: Create invoices, process payments, monitor expenses, and gain real-time insights into business profitability. Customization: Personalize workflows, dashboards, reports, and fields to fit specific business needs. Time Tracking & Workload Management: Monitor time spent on tasks and balance workloads to enhance team efficiency. Client Portal: Securely share project updates, invoices, and documents with clients for smooth communication. Who Can Benefit from Flowlu? Flowlu is designed for small to mid-sized businesses, agencies, freelancers, and enterprises that need an all-in-one platform to manage their projects, finances, and client relationships. It is particularly valuable for service-based businesses, consulting firms, IT companies, creative agencies, and product development teams looking to improve efficiency and organization. By centralizing essential business operations, Flowlu eliminates the need for multiple disconnected tools, enabling teams to stay organized, productive, and focused on achieving their goals.

**Average Rating:** 4.7/5.0

**Total Reviews:** 194

#### How Do G2 Users Rate Flowlu?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (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 Flowlu?

- **Seller:** [Cloud22](https://www.g2.com/sellers/cloud22)
- **Year Founded:** 2016
- **HQ Location:** Dubai
- **Twitter:** @Flowlusoft  
194 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8c6df4a14946c03dda3c2ab844d9c249570742bf096fc1f7659f383f898a66e1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflowlu&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 90% Small, 9% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Flowlu for its **efficiency** , seamlessly integrating project management and tasks into one effective platform.
- Users love the **intuitive interface** of Flowlu, making project management and organization seamless and efficient.
- Users appreciate the **affordable pricing** of Flowlu, highlighting its exceptional cost-benefit ratio compared to competitors.
- Users commend Flowlu for its **harmonious integration of numerous functions** , appreciating its universal appeal and continuous updates.
- Users appreciate the **automation features** in Flowlu, praising its harmonious functionality and continuous updates for improvement.

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

**["Effortless All-in-One Project and CRM Management"](https://www.g2.com/survey_responses/flowlu-review-12820009)**

**Rating:** 5.0/5.0 stars

_— Verified User in Consulting_

[Read full review](https://www.g2.com/survey_responses/flowlu-review-12820009)

**["The perfect tool for our organization"](https://www.g2.com/survey_responses/flowlu-review-11462048)**

**Rating:** 5.0/5.0 stars

_— Juan Carlos G._

[Read full review](https://www.g2.com/survey_responses/flowlu-review-11462048)

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

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

### [Ringy (formerly iSales)](https://www.g2.com/products/ringy-formerly-isales/reviews)

The CRM built on what matters most – communication! Conversations drive sales. Ringy handles them for you. Turn calls into customers with an automated sales team in your back pocket. Ringy is a complete CRM designed to support your team, enhance performance, and bridge the gap between lead nurture and deal closure. With Ringy, growing businesses get state-of-the-art CRM features at a competitive price.

**Average Rating:** 4.6/5.0

**Total Reviews:** 54

#### How Do G2 Users Rate Ringy (formerly iSales)?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Ringy (formerly iSales)?

- **Seller:** [Kovacs Systems](https://www.g2.com/sellers/kovacs-systems)
- **Year Founded:** 2013
- **HQ Location:** Denver, CO
- **Twitter:** @RingyCRM  
94 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c29f65f98311d412d095c13a99de488225e4d5808ec69f520743372789169081&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fringycrm%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 53% Small, 26% Large

#### What Do G2 Reviewers Say About Ringy (formerly iSales)?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Ringy, finding navigation and lead management simple and visually appealing.
- Users find the **easy navigation** of Ringy helpful for managing leads effectively, enhanced by visually pleasing color coordination.
- Users praise the **easy navigation and visual appeal** in managing leads with Ringy, enhancing their experience.
- Users admire the **ease of navigation in lead management** , enhanced by visually appealing color coordination.
- Users find the **navigation ease** of Ringy intuitive and visually pleasing, making lead management effortless.

##### Cons

- Users find Ringy **expensive** , struggling to see how their spending translates to actual usage like minutes and texts.

#### What Are Recent G2 Reviews of Ringy (formerly iSales)?

**["Ringing with Ringy"](https://www.g2.com/survey_responses/ringy-formerly-isales-review-11098977)**

**Rating:** 4.5/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/ringy-formerly-isales-review-11098977)

**["GREATEST CRM!!"](https://www.g2.com/survey_responses/ringy-formerly-isales-review-4357198)**

**Rating:** 5.0/5.0 stars

_— Jon S._

[Read full review](https://www.g2.com/survey_responses/ringy-formerly-isales-review-4357198)

#### What Are G2 Users Discussing About Ringy (formerly iSales)?

- [What is Ringy (formerly iSales) used for?](https://www.g2.com/discussions/what-is-ringy-formerly-isales-used-for)

### [Shape Software](https://www.g2.com/products/shape-software-shape-software/reviews)

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape today.

**Average Rating:** 4.5/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Shape Software?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Shape Software?

- **Seller:** [Shape Software](https://www.g2.com/sellers/shape-software)
- **HQ Location:** Irvine, California
- **Twitter:** @ShapeBizTech  
656 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=03f5d607c7cb630b66d7f021c79dad98fd81ba2b90490a8590a89459d62e5bca&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18416707%2F&secure%5Burl_type%5D=linkedin_company_website)  
42 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Accounting
- **Company Size:** 60% Small, 35% Medium

#### What Do G2 Reviewers Say About Shape Software?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **email marketing tools** in Shape Software advanced and effective for their marketing automation needs.
- Users value the **advanced lead management features** of Shape Software, enhancing their marketing automation and customer engagement.
- Users value the **robust marketing automation tools** in Shape Software, enhancing their campaigns effectively and efficiently.
- Users appreciate the **marketing automation tools** of Shape Software, enhancing their campaign efficiency and lead management.
- Users value the **wide array of marketing automation tools** in Shape Software, enhancing their campaign effectiveness.

##### Cons

- Users experience **editing limitations** with Shape Software, including restricted customization and a slow performance compared to competitors.
- Users criticize the **expensive subscription costs** and additional fees, feeling it offers less value compared to competitors.
- Users face **API issues** with Shape Software, citing limitations in functionality and restrictive usage limits despite extra fees.
- Users report **app limitations** like restricted customization, slow performance, and high additional costs affecting overall satisfaction.
- Users face significant **billing issues** with Shape Software, including difficulties in canceling subscriptions and high contract costs.

#### What Are Recent G2 Reviews of Shape Software?

**["Shape CRM Software is simply the best CRM solution out there!"](https://www.g2.com/survey_responses/shape-software-review-7751030)**

**Rating:** 5.0/5.0 stars

_— Irina A._

[Read full review](https://www.g2.com/survey_responses/shape-software-review-7751030)

**["The Best CRM on the Market"](https://www.g2.com/survey_responses/shape-software-review-7720586)**

**Rating:** 5.0/5.0 stars

_— Bryan L._

[Read full review](https://www.g2.com/survey_responses/shape-software-review-7720586)

#### What Are G2 Users Discussing About Shape Software?

- [What is Shape Software used for?](https://www.g2.com/discussions/what-is-shape-software-used-for)

### [OutreachCRM](https://www.g2.com/products/outreachcrm/reviews)

Modular solution with billing & ledger, referrals tracking, project management, support ticketing, communication tools.

**Average Rating:** 4.5/5.0

**Total Reviews:** 43

#### How Do G2 Users Rate OutreachCRM?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OutreachCRM?

- **Seller:** [Outreach Software Limited](https://www.g2.com/sellers/outreach-software-limited)
- **Year Founded:** 2002
- **HQ Location:** Dunedin, NZ
- **Twitter:** @Outreachcrm  
21 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=47b82f355d672539d58687235f4d9db17aa5eb68f945895f01144e79b5c24e23&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F225471%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 49% Medium, 28% Large

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

**["Great tool for communication automation!"](https://www.g2.com/survey_responses/outreachcrm-review-8090869)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/outreachcrm-review-8090869)

**["Excellent tool which has made my Sales prospecting easier"](https://www.g2.com/survey_responses/outreachcrm-review-7995345)**

**Rating:** 5.0/5.0 stars

_— Harshavardhan K._

[Read full review](https://www.g2.com/survey_responses/outreachcrm-review-7995345)

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

- [How much does outreach cost?](https://www.g2.com/discussions/how-much-does-outreach-cost)
- [What is outreach technology?](https://www.g2.com/discussions/outreachcrm-what-is-outreach-technology)
- [What does outreach software do?](https://www.g2.com/discussions/outreachcrm-what-does-outreach-software-do)

### [Leadscore.io](https://www.g2.com/products/leadscore-io/reviews)

Leadscore is an affordable CRM platform offering sales & marketing automation solutions designed for small companies.

**Average Rating:** 4.0/5.0

**Total Reviews:** 26

#### How Do G2 Users Rate Leadscore.io?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Leadscore.io?

- **Seller:** [Interact.io](https://www.g2.com/sellers/interact-io)
- **Year Founded:** 2013
- **HQ Location:** Berlin
- **Twitter:** @interact\_io  
221 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 48% Small, 37% Medium

#### What Do G2 Reviewers Say About Leadscore.io?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Leadscore.io to be **user-friendly and efficient** , making it easy for anyone to start quickly.
- Users value the **automation features** of Leadscore.io, which simplify lead qualification and enhance sales alignment globally.
- Users value the **streamlined and user-friendly setup** of Leadscore.io, making it easy to get started quickly.
- Users find Leadscore.io to be an **efficient tool** for CRM, allowing quick understanding and effective data management.
- Users value the **AI-driven lead qualification** of Leadscore.io, enhancing alignment between marketing and sales for global teams.

##### Cons

- Users note the **incomplete information** in Leadscore.io’s intent data, particularly for APAC and EU markets, affecting accuracy.
- Users find the **initial investment** for Leadscore.io to be relatively high, posing challenges for small businesses.
- Users find **integration issues** with Leadscore.io, making it less seamless compared to other CRMs.
- Users find Leadscore.io's **outdated interface** and integration challenges hinder its overall user-friendliness.

#### What Are Recent G2 Reviews of Leadscore.io?

**["Essential for Efficient B2B Lead Management"](https://www.g2.com/survey_responses/leadscore-io-review-12479392)**

**Rating:** 4.0/5.0 stars

_— Amit B._

[Read full review](https://www.g2.com/survey_responses/leadscore-io-review-12479392)

**["Leadscore.io: Data-Driven Lead Scoring That Boosts Sales Efficiency"](https://www.g2.com/survey_responses/leadscore-io-review-12904575)**

**Rating:** 4.0/5.0 stars

_— Karthick P._

[Read full review](https://www.g2.com/survey_responses/leadscore-io-review-12904575)

#### What Are G2 Users Discussing About Leadscore.io?

- [What is Leadscore.io used for?](https://www.g2.com/discussions/what-is-leadscore-io-used-for)

### [SuiteCRM](https://www.g2.com/products/suitecrm/reviews)

SuiteCRM is the award winning Customer Relationship Management application brought to you by SuiteCRM who are the authors and maintainers. The application is enterprise ready and completely scalable to suit any business size or business requirement. The application is fully customisable and can be tailor made to fit your current or future business processes. Most importantly the application is open source and so it’s completely FREE to use, with no limitations on users.

**Average Rating:** 4.2/5.0

**Total Reviews:** 99

#### How Do G2 Users Rate SuiteCRM?

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

#### Who Is the Company Behind SuiteCRM?

- **Seller:** [SuiteCRM](https://www.g2.com/sellers/suitecrm-1076b753-26a9-46cd-b656-22f4b061c6c6)
- **Year Founded:** 2005
- **HQ Location:** Stirling, United Kingdom
- **Twitter:** @SuiteCRM  
3,504 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=223ac434d1f8aef334b86d2b19ab9d9496e5450f49f28e299a8c5a57afa9f73d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuitecrm-ltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 63% Small, 29% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **100% open-source customizability** of SuiteCRM, seamlessly adapting it to suit their specific business needs.
- Users appreciate the **ease of use** in SuiteCRM, highlighting its intuitive setup and customization capabilities for all teams.
- Users value the **easy customization** of SuiteCRM, enabling tailored solutions for diverse business needs without vendor lock-in.
- Users find the **easy setup** of SuiteCRM simplifies initial use and enhances overall productivity and efficiency.
- Users value the **affordability** of SuiteCRM, benefiting from customizable solutions without additional licensing fees.

##### Cons

- Users find the **poor design** of SuiteCRM lacks modernity, making the interface feel outdated and less intuitive.
- Users face **integration issues** with SuiteCRM, hindering the optimization of advanced features and user experience.
- Users find the **learning curve steep** , particularly due to an outdated interface and complex setup requirements.
- Users find the SuiteCRM interface **not intuitive** , especially for new users navigating complex modules and features.
- Users report that SuiteCRM is **not user-friendly** , citing a clunky interface and slow mobile app performance.

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

**["Making Follow Ups, Activity Tracking, and Work Records Easier to Handle"](https://www.g2.com/survey_responses/suitecrm-review-12892013)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/suitecrm-review-12892013)

**["SuiteCRM Gives Us Control with Flexible Dashboards and Solid Integrations"](https://www.g2.com/survey_responses/suitecrm-review-12846054)**

**Rating:** 4.0/5.0 stars

_— Vipul K._

[Read full review](https://www.g2.com/survey_responses/suitecrm-review-12846054)

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

- [How much does SugarCRM cost?](https://www.g2.com/discussions/suitecrm-how-much-does-sugarcrm-cost)
- [What is SugarCRM software?](https://www.g2.com/discussions/what-is-sugarcrm-software)
- [How do I set up SuiteCRM?](https://www.g2.com/discussions/how-do-i-set-up-suitecrm)
- [Is SuiteCRM free?](https://www.g2.com/discussions/is-suitecrm-free)

### [LeadMaster](https://www.g2.com/products/leadmaster/reviews)

Lead Management Software, Online Lead Tracking, Email Marketing & SFA CRM.

**Average Rating:** 4.1/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate LeadMaster?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind LeadMaster?

- **Seller:** [LeadMaster](https://www.g2.com/sellers/leadmaster)
- **Year Founded:** 1998
- **HQ Location:** Roswell, GA
- **Twitter:** @LeadMaster  
648 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd7a61245f45a855ecd46839e66972cca1e44365a4c9b494aee6f216e49e3ebe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F871253%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Medium, 25% Small

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

**["The Customer Relationship Management Software"](https://www.g2.com/survey_responses/leadmaster-review-4548908)**

**Rating:** 5.0/5.0 stars

_— Saudamini J._

[Read full review](https://www.g2.com/survey_responses/leadmaster-review-4548908)

**["Fantastic email tracking tool"](https://www.g2.com/survey_responses/leadmaster-review-8325704)**

**Rating:** 4.5/5.0 stars

_— Paul F._

[Read full review](https://www.g2.com/survey_responses/leadmaster-review-8325704)

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

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

### [Sellf](https://www.g2.com/products/sellf/reviews)

Sellf is a cloud mobile CRM designed to meet the needs of sales agents, freelancers and small teams, to help them sell better with less stress. It is designed for people who don't need a complex and costly CRM like Salesforce, but still have to manage their customers' contact data and needs, to collects meetings notes and track their to-dos and activities. Overwhelmed by spreadsheets, post-its and dispersed documents, they deserve a better option! Sellf integrates all the benefits of contact managers, productivity apps and calendars in a single app that's native on your phone. Details are stored under each contact: calls, emails, meetings, even scheduled follow-ups. The app integrates with Evernote and Dropbox, syncs with Outlook, iCloud, Google Calendar and others, plus runs on iOs (iPhone and iPad: http://bit.ly/TrySellfApp) , Android (http://bit.ly/Sellf-Android-beta-tester) and the web (http://bit.ly/Sellf-web). Then, Sellf helps during the progress of each sales deal, reminding to-dos and follow ups thanks to a great calendar view and trough push notifications. But one of the features customers love the most is the goals tracking: through powerful and straightforward infographics, Sellf helps you get the full picture of your performance. The moment you open the app, you can view at a glance how far are your monthly goals to be reached. Plus, you can see your team members goals as well, to motivate yourself to perform even better. All of this, for a very affordable price: Sellf is free for less than 10 concurrently opened sales deals, while the Premium accounts (3.99€/month) allows for unlimited deals and high priority customer service.

**Average Rating:** 4.0/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Sellf?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.3/10 (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 Sellf?

- **Seller:** [Sellf Srl](https://www.g2.com/sellers/sellf-srl)
- **Year Founded:** 2013
- **HQ Location:** Roncade, Italy
- **Twitter:** @sellfapp  
1,025 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fd8641007d6b5ac08d56d2d13faf85126e836b7cabcd0b204ee8978b7bf5464e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3197005%2F&secure%5Burl_type%5D=linkedin_company_website)  
173 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 61% Small, 36% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Sellf's **ease of use** exceptional, streamlining organization of leads, contacts, and deals seamlessly.
- Users value the **convenience of centralized lead organization** in Sellf, enhancing mobile accessibility and productivity.
- Users appreciate the **affordability** of Sellf, finding it easy to use and quick for instant payments.
- Users find **Customer Management** in Sellf efficient for organizing contacts, schedules, and notes in one place.
- Users enjoy the **easy access** of Sellf, enabling on-the-go management of contacts, meetings, and sales tracking.

##### Cons

- Users feel there is a **lack of advanced features** in Sellf, limiting its effectiveness for larger teams.
- Users note the **lack of reporting and analytics features** which limits their ability to analyze sales effectively.
- Users find the **limited features** of Sellf insufficient for fulfilling all their marketing and business needs.
- Users experience **slow performance** with Sellf, leading to frustrating delays during work tasks.

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

**["Simple CRM that keeps sales tracking clear and focused"](https://www.g2.com/survey_responses/sellf-review-12710974)**

**Rating:** 4.5/5.0 stars

_— Rafael C._

[Read full review](https://www.g2.com/survey_responses/sellf-review-12710974)

**["My experience with Sellf"](https://www.g2.com/survey_responses/sellf-review-11745282)**

**Rating:** 5.0/5.0 stars

_— María Fernanda H._

[Read full review](https://www.g2.com/survey_responses/sellf-review-11745282)

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

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

### [Claritysoft](https://www.g2.com/products/claritysoft/reviews)

Clarity CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM, from Claritysoft, was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost.

**Average Rating:** 4.3/5.0

**Total Reviews:** 105

#### How Do G2 Users Rate Claritysoft?

- **Has the product been a good partner in doing business?:** 9.1/10 (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.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Claritysoft?

- **Seller:** [Claritysoft](https://www.g2.com/sellers/claritysoft)
- **Year Founded:** 2006
- **HQ Location:** Dublin, OH
- **Twitter:** @Claritysoft  
375 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8efb1641774720d659bee48d815ca97c56f29370b353da859773006bbccd7925&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F579099%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Marketing and Advertising
- **Company Size:** 63% Small, 25% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Claritysoft, enabling quick access to organized customer information and sales tracking.
- Users appreciate the **easy tracking** capabilities of Claritysoft, which streamline lead management and enhance productivity.
- Users appreciate the **organized lead management** in Claritysoft, allowing easy tracking and effective automation of sales processes.
- Users appreciate the **automation features** of Claritysoft, like task reminders that ensure nothing slips through the cracks.
- Users value the **easy customization** of Claritysoft, allowing tailored dashboards to focus on essential metrics effortlessly.

##### Cons

- Users note **feature issues** in Claritysoft, particularly regarding limited customization and a dated interface affecting usability.
- Users find **limited customization** options in Claritysoft hinder their ability to tailor workflows effectively.
- Users find the **UI dated** and desire more customization and flexible reporting tools for a better experience.
- Users find the **slow loading** of Claritysoft's interface affects navigation and overall user experience.

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

**["Simple, Scalable, and Stress-Free CRM."](https://www.g2.com/survey_responses/claritysoft-review-12675195)**

**Rating:** 4.0/5.0 stars

_— Priya K._

[Read full review](https://www.g2.com/survey_responses/claritysoft-review-12675195)

**["Streamlined Client Management with Agency-Focused Features"](https://www.g2.com/survey_responses/claritysoft-review-13064556)**

**Rating:** 4.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/claritysoft-review-13064556)

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

- [What is your experience regarding pricing and costs for Claritysoft CRM?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-claritysoft-crm)
- [What is Claritysoft used for?](https://www.g2.com/discussions/what-is-claritysoft-used-for)

### [GreenRope](https://www.g2.com/products/greenrope/reviews)

GreenRope is an all-in-one, complete CRM, marketing automation, and customer service solution designed for businesses doing big things. GreenRope combines sales, marketing, and operations into one, highly customizable software solution built for your business. GreenRope is more than software, it’s a way of doing business. We help our users break down departmental silos to create streamlined business processes. GreenRope’s CRM has all the tools and integrations you need for sales, marketing, customer service, and operations. Real power comes from an integrated approach, and that’s exactly what GreenRope offers. GreenRope includes advanced marketing automation capabilities, drag-and-drop customer journey mapping, sales force automation, customer service tools, and a tool box of other features to help manage and operate your business. GreenRope gives you control over your entire business from sales to marketing to customer service.You get a 360-degree view of your customers and a better way to manage and reach your KPIs. GreenRope is one of the only true all-in-one solutions. Everyone in your organization can use GreenRope to manage sales, boost marketing initiatives, and use data to create better customer experiences. Plus, additional users are always free. Effectively manage your sales pipeline with in-depth sales enablement tools. Customize the way you view your contacts, schedule appointments, automate follow-ups, and easily view all sales opportunities. GreenRope gives you marketing automation that's easy to set up, test, and execute. Never miss an opportunity to provide the best customer experience through personalized communication and data-driven strategies. With GreenRope, you can manage multiple channels - websites, email, mobile, social, and more - all in the same platform. We are here when you need us. Contact us 24/7 via chat, email, and more. Plus, we provide in-depth onboarding with personalized training, a certification program, and hundreds of online resources to ensure your success. GreenRope is a company built around providing exceptional value to our customers. Since we started in 2008, we have evolved from being one of the first email marketing service providers to being the first, truly Complete CRM on the market. Combining sales, marketing, and operations in to a single platform, GreenRope inspires collaboration with your clients, vendors, and employees and we live this collaborative culture, listening to people like you to build what YOU want to run your business. GreenRope's Complete CRM helps business owners, sales managers and marketers bridge the gap between departments and make data accessible throughout, so your business runs smoothly and effectively with all the information a team needs to better target and serve their leads and customers.

**Average Rating:** 4.3/5.0

**Total Reviews:** 219

#### How Do G2 Users Rate GreenRope?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind GreenRope?

- **Seller:** [GreenRope](https://www.g2.com/sellers/greenrope)
- **Year Founded:** 2008
- **HQ Location:** Solana Beach, CA
- **Twitter:** @GreenRope  
5,179 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8aebcb61e78a65ec237d0ab1bbe336c9b7d01d3ff8e92076f50bf189cc4b687&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2235385%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 80% Small, 16% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of GreenRope, facilitating seamless management of CRM and marketing tasks effortlessly.
- Users value the **easy and powerful email marketing** features of GreenRope, enhancing efficiency and engagement effortlessly.
- Users value the **seamless integration** of GreenRope, greatly enhancing efficiency and productivity in managing leads and campaigns.
- Users value the **seamless automation** of GreenRope, which significantly enhances efficiency and improves conversion rates.
- Users benefit from **powerful automation features** in GreenRope that streamline workflows and enhance engagement effortlessly.

##### Cons

- Users express concerns about **missing features** in GreenRope, particularly in email control and operational tools.
- Users find that **expertise is required** to navigate GreenRope's complex features, making setup challenging for newcomers.
- Users report **feature issues** with GreenRope, including inconsistent email deliverability and limitations in the editing tools.
- Users find the **learning curve steep** , as the packed dashboard and complex features require significant time to master.
- Users feel the **limited features** of GreenRope fail to meet complex operational needs, requiring significant improvements.

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

**["GreenRope Next Generation CRM: Powerful Real-Time Sync and Automation"](https://www.g2.com/survey_responses/greenrope-review-11821654)**

**Rating:** 4.5/5.0 stars

_— Rajesh M._

[Read full review](https://www.g2.com/survey_responses/greenrope-review-11821654)

**["Seamlessly Integrated All-in-One CRM Solution"](https://www.g2.com/survey_responses/greenrope-review-12410603)**

**Rating:** 4.0/5.0 stars

_— Sival P._

[Read full review](https://www.g2.com/survey_responses/greenrope-review-12410603)

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

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

Updated 

Products classified in the overall CRM category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business CRM category.

In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Medium-Sized Business CRM Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

Show More

* * *

## How Do You Choose the Right CRM Software?

### Everything About CRMs

### CRM software buying insights at a glance

[Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights.

Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits.

Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year.

If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include:

- How transparent and scalable is the pricing structure?
- What training and onboarding resources are provided?
- What integrations are supported, and how user-friendly are they?
- How responsive is the vendor to customer support issues?
- Does the CRM utilize AI to automate interactions or insights?

G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close.

### What is CRM software?

G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions.

Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential.

CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey.

The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics))

G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies))

### What are the top reviewed CRM systems on G2?

G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category:

#### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews)

- Number of Reviews: 20,244
- Satisfaction: 99
- Market Presence: 99
- G2 Score: 99

#### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)

- Number of Reviews: 9,685
- Satisfaction: 99
- Market Presence: 87
- G2 Score: 93

#### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews)

- Number of Reviews: 3,503
- Satisfaction: 94
- Market Presence: 70
- G2 Score: 82

#### 4. [ClickUp](https://www.g2.com/products/clickup/reviews)

- Number of Reviews: 1,507
- Satisfaction: 93
- Market Presence: 70
- G2 Score: 81

#### 5. [Close](https://www.g2.com/products/close/reviews)

- Number of Reviews: 1,346
- Satisfaction: 98
- Market Presence: 63
- G2 Score: 81

These rankings are determined by combining verified user ratings and publicly available web search popularity data:

- The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies))
- The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies))
- G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies))

### CRM software pricing and cost considerations

CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include:

- Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities.
- Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses.
- Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support.

Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year.

Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance.

### Types of CRM software on G2

CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs:

- Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management.
- Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting.
- Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm).
- [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement.
- [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go.
- [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software).
- [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups.
- Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth.
- [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs.

### Top CRM software features rated by G2 reviewers

There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways:

- Contact & account management: Store customer data and manage interactions centrally.
- Opportunity & pipeline management: Track sales deals through each stage from lead to close.
- Task & activity management: Schedule tasks, assign deadlines, and track activities.
- Lead management: Capture, qualify, and manage leads throughout the sales process
- Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns.
- Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports.
- Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels.
- Workflow automation: Automate repetitive tasks and streamline business processes.
- Customer support & case management: Track and resolve customer inquiries and issues effectively.
- Integration capabilities: Seamlessly integrate CRM with other essential software and business systems.
- AI capabilities: Use generative AI to automate text creation and enhance customer interactions.

### Top CRM software benefits identified by G2 reviewers

Effective CRM implementation can yield multiple strategic business benefits, including:

**Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts.

_“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560).

**Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue.

_“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634).

**Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities.

“_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142).

**Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts.

_“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552).

### Top CRM systems challenges identified by G2 reviewers

Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them:

**1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses.

- **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support?
- **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth.

**2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes.

- **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes?
- **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support.

**3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios.

- **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features?
- **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs.

**4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations.

- **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)?
- **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs.

**5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity.

- **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting?
- **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process.

### What is CRM software used for?

Analysis of CRM software reviews reveals the following common scenarios:

- **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks.
- **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication.
- **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively
- **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date.

### Who uses CRM systems?

CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate.

### Common CRM software integrations

We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM:

- **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities.
- **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions.
- **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency.
- **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination.
- **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions.

### What's the best CRM app for small business owners?

For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:&nbsp;

1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews)&nbsp;offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management.
2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews)&nbsp;is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels.
3. [BSI Software](https://www.g2.com/products/bsi-software/reviews)&nbsp;delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions.

### What CRM is the best for e-commerce platforms?

The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews:

1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more.
2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools.
3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony.

### Future of CRM software

- **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry.
- **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/))
- **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage.

### CRM Software FAQs

### Most Popular FAQs

#### **Which CRM Software has the best reviews?**

Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction:

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows.
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing.
- [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem.

#### **What is CRM software used for?**

CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike.

#### **What is the best cloud-based CRM for the service industry?**

Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users:

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships.
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription.
- [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements.

#### **What is the best CRM solution with marketing automation features?**

The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include:

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users.
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic.
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients.
- [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface.

#### **What is the best CRM for beginners?**

New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users:

- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day.
- [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction.
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly.
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity.

### Small Business FAQs

#### **What is the most affordable CRM software for SMBs?**

For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget:

- [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools.
- [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives.
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow.
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms.

#### **What is the best CRM software for startups?**

Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options:

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately.
- [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set.
- [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools.

#### **Which CRM software is the most user-friendly for startups?**

Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users:

- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool.
- [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training.
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges.
- [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex.

#### **What is the best CRM for small teams in financial services?**

Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry:

- [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform.
- [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools.

#### **What CRM tools are best suited for solo business owners and freelancers?**

Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options:

- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead.
- [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms.
- [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach.
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support.

### Enterprise FAQs

#### **What is the best-rated CRM software for tech enterprises?**

Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data.
- [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources.
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations.

#### **What is the most reliable CRM software tool for enterprises?**

Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls.
- [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence.
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure.

#### **What is the best-reviewed CRM software for enterprise app integration?**

Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools.
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows.
- [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems.

#### **What is the best enterprise CRM for customer success teams?**

Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options:

- [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data.
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts.
- [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture.

#### **What is the best enterprise CRM with AI capabilities?**

AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale.
- [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows.
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication.

### Sources

1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2
2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies).
3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP
4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix

Last Updated on 04/20/2026

_﻿Written and researched by&nbsp;_[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen)

_Reviewed and edited by&nbsp;_[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)