# Best CRM Software for Medium-Sized Businesses - Page 8

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,086

### 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
- 1,086+ 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**

### Nutshell

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-01T04%3A51%3A01Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1589&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%3D8&secure%5Btoken%5D=248cabe764763219201f59023ae81cf181cd7321c5fd584909d094a0580e3082&secure%5Burl%5D=https%3A%2F%2Fwww.nutshell.com%2Flp%2Fcrm%3Futm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dpaid-promotions%26utm_term%3Dcrm&secure%5Burl_type%5D=paid_promos)

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

Prophet CRM is embedded in Outlook, not simply integrated. This allows Prophet to uniquely leverage the work you and your team already do in Outlook, and automatically associates that activity to the appropriate customer opportunity within Prophet CRM. Whether from your desktop or mobile device, all Outlook-based emails, tasks, and calendar events are automatically tracked and associated to the corresponding opportunity, unburdening your team from administrative entry and giving them more time to sell. With more timely and thorough entry of sales activity data, sales managers gain valuable insight regarding your customers, sales team and sales processes. Combine Prophet CRM's unique Outlook integration with it's comprehensive suite of sales automation and workflow tools, customizable fields, reports, dashboards, and analytics, and you have a powerful application that will drive your business to higher levels of success. Contact us to discover how we partner with you to drive your success.

**Average Rating:** 4.1/5.0

**Total Reviews:** 193

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

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

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

- **Seller:** [Avidian Technologies](https://www.g2.com/sellers/avidian-technologies)
- **Year Founded:** 2002
- **HQ Location:** Bellevue, Washington
- **Twitter:** @ProphetCRM  
643 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1e12d9fb41387700bbf5ddf293d7149663d387d81d8e492506227abb26d708be&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F67284%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Financial Services, Construction
- **Company Size:** 67% Small, 27% Medium

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

**["Excellent CRM"](https://www.g2.com/survey_responses/prophet-crm-review-6623141)**

**Rating:** 5.0/5.0 stars

_— Yasmine J._

[Read full review](https://www.g2.com/survey_responses/prophet-crm-review-6623141)

**["Efficient CRM with Stellar Outlook Integration, Needs Bulk Actions"](https://www.g2.com/survey_responses/prophet-crm-review-12985100)**

**Rating:** 4.0/5.0 stars

_— Verified User in Management Consulting_

[Read full review](https://www.g2.com/survey_responses/prophet-crm-review-12985100)

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

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

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

SalesBabu CRM is a cloud-based Customer Relationship Management solution designed to streamline sales processes and enhance customer engagement for businesses of all sizes. It offers a comprehensive suite of tools that facilitate efficient management of sales leads, customer contacts, quotations, sales pipelines, and analytics, all accessible from a unified platform. Key Features and Functionality: - Contact Management: Organize and maintain detailed records of customer interactions and information. - Lead Management: Track and nurture potential customers through the sales funnel. - Sales Automation: Automate routine sales tasks to improve efficiency and reduce manual errors. - Sales Forecasting: Analyze sales data to predict future sales trends and make informed decisions. - Document Management: Store and manage important sales documents and forms securely. - Inventory Management: Monitor and control inventory levels to ensure optimal stock availability. - Customer Support Integration: Provide after-sales service and support to enhance customer satisfaction. Primary Value and Solutions Provided: SalesBabu CRM empowers businesses to optimize their sales processes by providing real-time insights and automation tools that reduce operational costs and improve productivity. By centralizing customer information and sales activities, it enables sales teams to make data-driven decisions, enhance customer relationships, and ultimately drive business growth. The platform's cloud-based nature ensures accessibility from anywhere, facilitating seamless collaboration among team members and ensuring that customer interactions are managed effectively.

**Average Rating:** 4.3/5.0

**Total Reviews:** 34

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

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

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

- **Seller:** [SalesBabu Business Solutions Pvt Ltd](https://www.g2.com/sellers/salesbabu-business-solutions-pvt-ltd)
- **Year Founded:** 2006
- **HQ Location:** Bangalore, Karnataka
- **Twitter:** @SalesBabu  
215 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=436f8a8d4c613da5cd67cf67245ba1309a74ad3e5462577a92c7064984584ebe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F804210%2F&secure%5Burl_type%5D=linkedin_company_website)  
27 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 47% Medium, 35% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find SalesBabu CRM's **ease of use** exceptional, enabling efficient lead management with a user-friendly setup.
- Users praise the **easy setup** of SalesBabu CRM, facilitating a smooth start to managing leads and workflows.
- Users find SalesBabu CRM's **lead management capabilities** invaluable for efficient workflow and effective sales tracking.
- Users appreciate the **ease of customer management** with SalesBabu CRM, making it simple to track leads and customers.
- Users find the **easy implementation** of SalesBabu CRM enhances their ability to quickly utilize its powerful features.

##### Cons

- Users find the **high complexity** of SalesBabu CRM makes it less flexible and slower to navigate.
- Users find the **lack of automation for cold lead removal** hinders efficient lead management and increases manual effort.
- Users note the **outdated interface** of SalesBabu CRM, mentioning a need for a more modern and user-friendly design.
- Users feel the **interface is outdated** and in need of a refresh for improved user-friendliness and modern appeal.
- Users find the **slow performance** of SalesBabu CRM frustrating, impacting their overall productivity and efficiency.

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

**["Effortless Compliance and Smooth Operations, Needs Better Integrations"](https://www.g2.com/survey_responses/salesbabu-crm-review-12946966)**

**Rating:** 4.0/5.0 stars

_— Hisham K._

[Read full review](https://www.g2.com/survey_responses/salesbabu-crm-review-12946966)

**["Centralized Efficiency, Needs UI Update"](https://www.g2.com/survey_responses/salesbabu-crm-review-12637532)**

**Rating:** 5.0/5.0 stars

_— MANAV M._

[Read full review](https://www.g2.com/survey_responses/salesbabu-crm-review-12637532)

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

- [What is CRM and its functions?](https://www.g2.com/discussions/salesbabu-crm-what-is-crm-and-its-functions)
- [Which CRM system does Simplus use?](https://www.g2.com/discussions/which-crm-system-does-simplus-use) - 1 comment
- [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/salesbabu-crm-what-are-the-3-main-elements-of-crm-software)
- [What are key features of a CRM system?](https://www.g2.com/discussions/salesbabu-crm-what-are-key-features-of-a-crm-system)

### [sales-i](https://www.g2.com/products/sales-i/reviews)

Sugar Predict is revenue intelligence software built for sales teams in manufacturing, wholesale, and distribution. Most sales teams in these industries struggle with a lack of visibility into customer buying behavior. Sugar Predict connects to your ERP system and analyzes sales data automatically. It highlights buying patterns, shows where customers have stopped buying, and flags new opportunities. Reps get real-time alerts to act quickly. They can see account insights and create ready-to-use sales decks before meetings. With Sugar Predict your team can focus on the right accounts, protect revenue, and find new ways to grow.

**Average Rating:** 4.3/5.0

**Total Reviews:** 131

#### How Do G2 Users Rate sales-i?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 6.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind sales-i?

- **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai)
- **Year Founded:** 2004
- **HQ Location:** Cupertino, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e1bd8f21728ff6dc10cd57d44fb253d9aab32e296ddc23af0d3f1996bafb6e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17345%2F&secure%5Burl_type%5D=linkedin_company_website)  
570 employees on LinkedIn®
- **Phone:** +1 (408) 454-6900

#### Who Uses This Product?

- **Who Uses This:** Sales Manager, Account Executive
- **Top Industries:** Building Materials, Business Supplies and Equipment
- **Company Size:** 53% Medium, 41% Small

#### What Are Recent G2 Reviews of sales-i?

**["Easy access to customer sales"](https://www.g2.com/survey_responses/sales-i-review-5122404)**

**Rating:** 5.0/5.0 stars

_— Kimberly R._

[Read full review](https://www.g2.com/survey_responses/sales-i-review-5122404)

**["Top professionals with an excellent product!"](https://www.g2.com/survey_responses/sales-i-review-4970685)**

**Rating:** 5.0/5.0 stars

_— Pedro C._

[Read full review](https://www.g2.com/survey_responses/sales-i-review-4970685)

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

SalezShark is the next generation platform that fuels sales and marketing efforts of businesses. Its ‘Relationship Cloud’ makes it stand apart from the crowded traditional CRM market that just offers the automation of sales processes operationally, leaving sales guys to lay much efforts entering data and feeding information. SalezShark’ s Relationship Cloud feeds an intelligent mesh of relationship network to make connections with prospects easier and faster; know their personality traits, so that they are equipped with customer intelligence to do better prospecting and nurture relationships with clients. SalezShark, creates a compelling factor for sales people and gives them a reason to love CRM platform.

**Average Rating:** 4.4/5.0

**Total Reviews:** 37

#### How Do G2 Users Rate SalezShark?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SalezShark?

- **Seller:** [SalezShark](https://www.g2.com/sellers/salezshark)
- **Year Founded:** 2014
- **HQ Location:** Great Falls, US
- **Twitter:** @SalezShark  
1,462 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=95f90bb7d0037cbaf846de86fa4f8d49a6e6926dea35085de6adb45cec2a3e7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4798552%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 47% Medium, 42% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of SalezShark, which streamlines processes and enhances productivity significantly.
- Users find the **easy setup** of SalezShark smooth and straightforward, making it quick to start using effectively.
- Users appreciate the **user-friendly interface** of SalezShark, allowing quick setup and automation to save time.
- Users appreciate the **user-friendly interface** of SalezShark, allowing for quick setup and efficient selling.
- Users commend SalezShark for its **affordable pricing** , making it a great option for budget-conscious businesses.

##### Cons

- Users find the **pricing of SalezShark expensive** and suggest it should be more affordable for better value.
- Users feel the **limited customization** options in SalezShark make the user interface less intuitive and overwhelming.
- Users find the **user interface not intuitive** , feeling overwhelmed by its clutter and difficulty in navigation.
- Users find SalezShark's interface **not user-friendly** , describing it as cluttered and overwhelming during navigation.
- Users find the **user interface overwhelming** , making navigation through features less intuitive and more cumbersome.

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

**["Salezshark Centralizes Communication with Powerful Automation and Reporting"](https://www.g2.com/survey_responses/salezshark-review-12452895)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/salezshark-review-12452895)

**["Clear, Simple Sales Dashboard with a Well-Structured Pipeline View"](https://www.g2.com/survey_responses/salezshark-review-12644073)**

**Rating:** 4.0/5.0 stars

_— Luis (Tito) U._

[Read full review](https://www.g2.com/survey_responses/salezshark-review-12644073)

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

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

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

Simply CRM is an integrated, all-in-one platform designed to streamline customer relationship management, sales, and marketing processes for businesses of all sizes. It offers a user-friendly interface that simplifies complex tasks, enabling organizations to manage leads, track communications, automate workflows, and generate insightful reports efficiently. With robust integration capabilities, Simply CRM connects seamlessly with popular tools like Google Gmail, Microsoft Outlook, Mailchimp, WordPress, and WooCommerce, ensuring a cohesive operational environment. Key Features and Functionality: - Lead and Deal Management: Capture and nurture leads through the sales pipeline, enhancing conversion rates. - Communication Tracking: Monitor calls, emails, and contact history to maintain comprehensive visibility and control over client interactions. - Automation: Design and implement workflows to automate repetitive tasks, increasing operational efficiency. - Reporting and Analytics: Generate customizable reports and dashboards to gain real-time insights into business performance. - Privacy and Security: Ensure data protection and compliance with privacy regulations. - Mobile Accessibility: Access the platform via mobile devices, allowing work from anywhere. Primary Value and Solutions Provided: Simply CRM addresses the need for a comprehensive yet straightforward CRM solution that integrates seamlessly with existing tools, reducing the learning curve and implementation time. By automating routine tasks and providing real-time data insights, it empowers businesses to focus on strategic growth initiatives. The platform's extensive integration options and customizable features make it adaptable to various industries, ensuring that organizations can tailor it to their specific requirements. Ultimately, Simply CRM enhances customer relationships, boosts sales, and supports sustainable business growth by centralizing data, automating processes, and offering valuable insights.

**Average Rating:** 4.5/5.0

**Total Reviews:** 52

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

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

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

- **Seller:** [Simply CRM](https://www.g2.com/sellers/simply-crm)
- **Year Founded:** 2011
- **HQ Location:** Copenhagen K
- **Twitter:** @simplyCRMcom  
101 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=da008ff8c36ec30498ecb5f6bf5e51390728b3221cdd8fa22c6458f85efa57b1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3278599%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 62% Small, 26% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **affordable pricing** of Simply CRM, appreciating its cost-effective sales and marketing optimization features.
- Users praise the **excellent customer support** of Simply CRM, enhancing their overall experience and ease of use.
- Users appreciate the **ease of use** of Simply CRM, finding it intuitive and accessible for all skill levels.
- Users appreciate the **cost-effective efficiency** of Simply CRM, enhancing their sales and marketing optimization significantly.
- Users value the **wide range of features** that Simply CRM offers, enhancing their overall experience and usability.

##### Cons

- Users find the **limited customization** options in Simply CRM restrict their ability to tailor the software to their needs.
- Users experience **performance issues** with Simply CRM, especially when handling large datasets and using the mobile app.
- Users notice the **slow loading** times of Simply CRM, suggesting it could benefit from performance improvements.
- Users note **slow performance** with large data sets and suggest improvements for the mobile app.
- Users find the **outdated user interface** and limited customization options affect their overall experience with Simply CRM.

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

**["Keeping Daily Customer Management Activities Much Easier"](https://www.g2.com/survey_responses/simply-crm-review-12947328)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/simply-crm-review-12947328)

**["Easy setup and use CRM"](https://www.g2.com/survey_responses/simply-crm-review-12665996)**

**Rating:** 4.5/5.0 stars

_— Diya M._

[Read full review](https://www.g2.com/survey_responses/simply-crm-review-12665996)

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

- [What is the main function of a CRM system?](https://www.g2.com/discussions/simply-crm-what-is-the-main-function-of-a-crm-system) - 1 comment
- [What is CRM simple?](https://www.g2.com/discussions/what-is-crm-simple)
- [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/simply-crm-what-are-the-3-main-elements-of-crm-software)
- [What are basic CRM features?](https://www.g2.com/discussions/what-are-basic-crm-features)

### [Upsales Sales and Marketing Platform](https://www.g2.com/products/upsales-sales-and-marketing-platform/reviews)

Upsales helps B2B companies find new leads and win more deals. Our customers increase sales by 22% in the first year using our revenue growth platform 🚀 Our products: - Sales & CRM - Marketing Automation - Company Data Hub - Revenue & Order Management - Revenue Analytics - Customer Support & Project Management

**Average Rating:** 4.5/5.0

**Total Reviews:** 175

#### How Do G2 Users Rate Upsales Sales and Marketing Platform?

- **Has the product been a good partner in doing business?:** 8.5/10 (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.:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Upsales Sales and Marketing Platform?

- **Seller:** [Upsales](https://www.g2.com/sellers/upsales)
- **Year Founded:** 2003
- **HQ Location:** Stockholm
- **Twitter:** @upsales  
277 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d8eb762c64df6cd991baacca1c01b7d3f3c1027d97a934520648050405b6a085&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F209870%2F&secure%5Burl_type%5D=linkedin_company_website)  
99 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Manager, CEO
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 71% Small, 24% Medium

#### What Do G2 Reviewers Say About Upsales Sales and Marketing Platform?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Upsales to be **user-friendly and intuitive** , effectively integrating sales and marketing processes seamlessly.
- Users appreciate the **integrated lead management** in Upsales, streamlining sales and marketing efforts for better efficiency.
- Users appreciate the **effective integration of CRM and marketing automation** in Upsales, enhancing alignment and boosting sales.
- Users find the **seamless email and calendar integrations** of Upsales essential for improving communication and scheduling efficiency.
- Users find the **user-friendly interface** of Upsales enhances daily operations and simplifies communication effectively.

##### Cons

- Users find the **limited customization** options restrict their specific sales workflows, impacting overall platform flexibility.
- Users find the **learning curve steep** , particularly with advanced features and customization, especially for newcomers to the platform.
- Users highlight **missing features** in Upsales, such as outdated quoting tools and rigid customization options.
- Users find the onboarding process **hectic** and feel that simpler contact management is not feasible with this platform.
- Users find the platform **expensive** and difficult to justify due to its rigid pricing and add-on model.

#### What Are Recent G2 Reviews of Upsales Sales and Marketing Platform?

**["Revenue Intelligence with Seamless CRM & Marketing Automation Integration"](https://www.g2.com/survey_responses/upsales-sales-and-marketing-platform-review-12403736)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/upsales-sales-and-marketing-platform-review-12403736)

**["Streamlined B2B Marketing with Ease"](https://www.g2.com/survey_responses/upsales-sales-and-marketing-platform-review-12744317)**

**Rating:** 5.0/5.0 stars

_— sandip r._

[Read full review](https://www.g2.com/survey_responses/upsales-sales-and-marketing-platform-review-12744317)

#### What Are G2 Users Discussing About Upsales Sales and Marketing Platform?

- [What is Upsales Sales and Marketing Platform used for?](https://www.g2.com/discussions/what-is-upsales-sales-and-marketing-platform-used-for)

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

Build Enduring Relationships with GoldMine Your business depends on building close, long-lasting relationships. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses. That’s why finding the right customer relationship management (CRM) software is so important. Your CRM solution needs to be powerful, easy to use and maintain, and affordable. Only Goldmine brings all those together in a package that’s perfect for small businesses. Over 1 million users have selected GoldMine to help them manage over one billion relationships and build enduring relationships that enable them to thrive. GoldMine’s robust capabilities and high ease-of-use deliver rapid time to benefit and return on investment. With GoldMine, you’ll: \* Improve effectiveness, accelerating your goal achievement up to 15%. \* Boost productivity \* Increase the number of deals Learn more at http://www.goldmine.com/

**Average Rating:** 3.7/5.0

**Total Reviews:** 186

#### How Do G2 Users Rate GoldMine?

- **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind GoldMine?

- **Seller:** [MacSonik](https://www.g2.com/sellers/macsonik)
- **Year Founded:** 2020
- **HQ Location:** Noida, IN
- **Twitter:** @macsonik1  
5 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=add56214157c5625ac081e8e1aca36aaa5c4c428a0d897f149b48ace4b89e1a8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmacsonik%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Information Technology and Services, Financial Services
- **Company Size:** 68% Small, 25% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation capabilities** in GoldMine, streamlining complex B2B sales workflows and reducing administrative tasks.
- Users appreciate the **easy customization** of GoldMine, enabling tailored solutions for complex B2B sales workflows.
- Users appreciate the **easy setup** of GoldMine, making it a seamless start for complex B2B workflows.
- Users value the **robust feature set** of GoldMine, tailored specifically for B2B sales and account management needs.
- Users appreciate the **organization efficiency** of GoldMine, allowing them to manage all transactions seamlessly.

##### Cons

- Users experience **email integration issues** with Exchange Online that hinder effective communication and workflow.
- Users struggle with the **steep learning curve** of GoldMine due to its dense and non-intuitive navigation.
- Users find the **navigation non-intuitive** , leading to frustration and significant time wasted on common tasks.
- Users feel that the **UI and UX must be improved** as it complicates their experience with GoldMine.
- Users find the **time-consuming navigation** frustrating, causing significant delays in daily tasks and overall efficiency.

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

**["Seamless Integration, Competitive Pricing"](https://www.g2.com/survey_responses/goldmine-review-12579510)**

**Rating:** 4.0/5.0 stars

_— Shalini K._

[Read full review](https://www.g2.com/survey_responses/goldmine-review-12579510)

**["GoldMine Review"](https://www.g2.com/survey_responses/goldmine-review-12014256)**

**Rating:** 4.0/5.0 stars

_— Michael B._

[Read full review](https://www.g2.com/survey_responses/goldmine-review-12014256)

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

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

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

The #1 Client Management and Marketing Automation System for very small businesses.

**Average Rating:** 4.6/5.0

**Total Reviews:** 40

#### How Do G2 Users Rate AllClients?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind AllClients?

- **Seller:** [AllClients](https://www.g2.com/sellers/allclients)
- **Year Founded:** 2004
- **HQ Location:** Sparks, Nevada
- **Twitter:** @allclients  
318 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3670e87418ce8be567dabad4d358c9c1c73381ab5f28c09a1a19990e216e65cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallclients%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Insurance
- **Company Size:** 67% Small, 24% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find AllClients incredibly **easy to use** , allowing them to efficiently complete tasks and manage contacts.
- Users rave about the **stellar customer support** of AllClients, praising its responsiveness and helpfulness.
- Users value the **simplicity of AllClients** , enabling effortless customization while managing contacts and follow-ups efficiently.
- Users value the **effective email marketing** features of AllClients, enhancing client engagement with ease and convenience.
- Users highlight the **affordability** of AllClients, making it an ideal choice for small businesses seeking budget-friendly CRM solutions.

##### Cons

- Users find the **integration issues** frustrating, as more third-party app compatibility is needed for a better experience.
- Users find AllClients **limited in features** , wishing for more integrations and modernized reporting options.
- Users find the **limited integrations** of AllClients restrict their capabilities and hinder overall effectiveness.
- Users find the trial period **too short** , preferring a longer duration like 30 days offered by competitors.
- Users feel that AllClients has **feature issues** , particularly in integrations and outdated design aspects.

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

**["Reliable Client Management Platform Compliant with EU Privacy Rules"](https://www.g2.com/survey_responses/allclients-review-12867429)**

**Rating:** 4.0/5.0 stars

_— Lili M._

[Read full review](https://www.g2.com/survey_responses/allclients-review-12867429)

**["Ideal CRM for Keeping Leads Organized and Follow-Ups Easy"](https://www.g2.com/survey_responses/allclients-review-12706061)**

**Rating:** 4.5/5.0 stars

_— Sarah S._

[Read full review](https://www.g2.com/survey_responses/allclients-review-12706061)

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

- [What does Allclients do?](https://www.g2.com/discussions/what-does-allclients-do)
- [What is all client?](https://www.g2.com/discussions/what-is-all-client)
- [What is a client management software?](https://www.g2.com/discussions/what-is-a-client-management-software)
- [What does a client management system do?](https://www.g2.com/discussions/what-does-a-client-management-system-do)

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

Our all-in-one sales and marketing platform combines email marketing, CRM, and marketing automation to turn emails into conversations, website visitors into handshakes, and customers into raving fans. We also provide marketing agencies with an alternative solution for their small business clients. Find more revenue in your sales pipeline and prevent opportunities from falling through the cracks. Learn more with a free 15-minute discovery call today.

**Average Rating:** 4.5/5.0

**Total Reviews:** 180

#### How Do G2 Users Rate BenchmarkONE?

- **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:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind BenchmarkONE?

- **Seller:** [Polaris Software](https://www.g2.com/sellers/polaris-software)
- **Year Founded:** 2004
- **HQ Location:** St. Louis, MO
- **Twitter:** @BenchmarkEmail  
17,267 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a6ac781eaef895adc4b7a3766caa1c613230fa721f04e3522ad58894da94c0d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F834284%2F&secure%5Burl_type%5D=linkedin_company_website)  
117 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 79% Small, 16% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find BenchmarkONE **easy to use** , facilitating smooth tracking of contacts and efficient management of customer relationships.
- Users find the **ease of use in tracking contacts** with BenchmarkONE to be a significant advantage.
- Users value the **effective customer management** of BenchmarkONE, enhancing lead nurturing and operational efficiency.
- Users value the **easy access** of BenchmarkONE, facilitating smooth transitions and efficient customer relationship management.
- Users value the **easy setup** of BenchmarkONE, ensuring a swift and smooth transition for their businesses.

##### Cons

- Users report **call issues** with BenchmarkONE, including email and phone IDs being marked as spam affecting communications.
- Users face **email issues** with BenchmarkONE, leading to important emails landing in spam and affecting phone ID visibility.
- Users report **unreliable deliverability** with BenchmarkONE, causing emails to land in spam and affecting communication effectiveness.

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

**["BenchmarkONE: User-Friendly All-in-One CRM & Marketing Automation with Great Support"](https://www.g2.com/survey_responses/benchmarkone-review-12825567)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/benchmarkone-review-12825567)

**["Effective and Easy-to-Use Automation"](https://www.g2.com/survey_responses/benchmarkone-review-13176881)**

**Rating:** 5.0/5.0 stars

_— Bryan J._

[Read full review](https://www.g2.com/survey_responses/benchmarkone-review-13176881)

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

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

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

Our fully featured and easily customisable, Cloud CRM solution will help you grow your business without having to pay astronomical prices. OpenCRM does everything that our rivals do, for a fraction of the cost: manage your sales, customers, contacts, finances, events, projects and tickets, wherever you are, whenever you want. Plus, you can access all of our features no matter what price band you are in. No hidden fees; no surprise paywalls for the stuff you thought was included.

**Average Rating:** 4.3/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate OpenCRM?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OpenCRM?

- **Seller:** [OpenCRM](https://www.g2.com/sellers/opencrm)
- **Year Founded:** 2005
- **HQ Location:** Richmond, North Yorkshire
- **Twitter:** @OpenCRM  
1,746 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a36a475964f00e8c08c98a4b6762a8a36ecf4ef65839adc7a50f5407b237c31b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F498359%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 58% Small, 30% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of OpenCRM, appreciating its intuitive interface and seamless lead management features.
- Users find the **easy setup** of OpenCRM highly beneficial, facilitating quick and efficient database management from the start.
- Users value the **thorough lead analysis** provided by OpenCRM, enhancing communication and follow-up efficiency.
- Users value the **affordability** of OpenCRM, benefiting from an all-in-one solution that reduces multiple subscription costs.
- Users value the **excellent customer support** from OpenCRM, ensuring smooth setup and timely follow-ups on leads.

##### Cons

- Users find OpenCRM **not user-friendly** due to confusing navigation and outdated interface, alongside software bugs and hangs.
- Users experience **software bugs** and occasional hangs, which hinder the overall usability and interface clarity of OpenCRM.
- Users find the **learning curve** for advanced customizations in OpenCRM can complicate initial setup and efficiency.
- Users find that the **time-consuming setup** of OpenCRM can hinder efficiency in accessing its features.

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

**["Centralized Client & Regulatory Management for Investment Firms"](https://www.g2.com/survey_responses/opencrm-review-12833987)**

**Rating:** 4.0/5.0 stars

_— Kiley A._

[Read full review](https://www.g2.com/survey_responses/opencrm-review-12833987)

**["Effortless Setup and Great for Small Teams"](https://www.g2.com/survey_responses/opencrm-review-12688149)**

**Rating:** 4.0/5.0 stars

_— Demir Z._

[Read full review](https://www.g2.com/survey_responses/opencrm-review-12688149)

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

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

### [Vtiger Sales](https://www.g2.com/products/vtiger-sales/reviews)

Everything you need to increase sales and manage your team such as find the best leads, understand customers better, boost team productivity, view forecast accurately, win more deals faster, automate repetitive tasks and more.

**Average Rating:** 4.2/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Vtiger Sales?

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

#### Who Is the Company Behind Vtiger Sales?

- **Seller:** [Vtiger](https://www.g2.com/sellers/vtiger)
- **Year Founded:** 2004
- **HQ Location:** Cupertino, California
- **Twitter:** @vtigercrm  
2,678 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4add42c905d5c680bf30dcd326fe05bdee0159fdac877f842e73a865e1e945d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1270573%2F&secure%5Burl_type%5D=linkedin_company_website)  
246 employees on LinkedIn®
- **Phone:** 1-877-784-9277

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 59% Small, 41% Medium

#### What Do G2 Reviewers Say About Vtiger Sales?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **exceptional customer support** of Vtiger Sales, ensuring a seamless transition and effortless setup.
- Users value the **automation features** of Vtiger Sales, enhancing efficiency across sales, marketing, and customer support.
- Users appreciate the **ease of use** of Vtiger Sales, enjoying effortless integration and smooth migration processes.
- Users value the **easy setup** of Vtiger Sales, making transitions smooth and hassle-free with excellent support.
- Users highlight the **feature richness** of Vtiger Sales, enjoying seamless integration of sales, marketing, and customer support tools.

##### Cons

- Users report **slow support response times** , causing frustration and delays in resolving issues.

#### What Are Recent G2 Reviews of Vtiger Sales?

**["Unified Sales, Marketing & Support with a Clean, Customizable Interface"](https://www.g2.com/survey_responses/vtiger-sales-review-12478757)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/vtiger-sales-review-12478757)

**["Effortless CRM with Outstanding Support"](https://www.g2.com/survey_responses/vtiger-sales-review-12263699)**

**Rating:** 5.0/5.0 stars

_— Justin S._

[Read full review](https://www.g2.com/survey_responses/vtiger-sales-review-12263699)

#### What Are G2 Users Discussing About Vtiger Sales?

- [How much does vtiger cost?](https://www.g2.com/discussions/how-much-does-vtiger-cost)
- [Is vtiger open source?](https://www.g2.com/discussions/is-vtiger-open-source) - 1 comment
- [What is vtiger application?](https://www.g2.com/discussions/what-is-vtiger-application) - 1 comment
- [What is the use of vtiger CRM?](https://www.g2.com/discussions/what-is-the-use-of-vtiger-crm)

### [InStream Group](https://www.g2.com/products/instream-group/reviews)

InStream is the relation management platform. CRM alternative for customer-focused companies. InStream supports small and medium size business in collecting information about customers, managing communication and in building strong business relations. Simple but flexible tool which can be integrated with any mailbox, social media and business management tool.

**Average Rating:** 4.2/5.0

**Total Reviews:** 121

#### How Do G2 Users Rate InStream Group?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind InStream Group?

- **Seller:** [InStream](https://www.g2.com/sellers/instream)
- **Year Founded:** 2015
- **HQ Location:** Poznan, Poland
- **Twitter:** @InStream\_io  
845 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d8bc083f8642b5fe0ae423b51cf2dc52fadcb037aee423cfcf5fd99f9f30eff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9337654%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Retail
- **Company Size:** 45% Small, 31% Large

#### What Do G2 Reviewers Say About InStream Group?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of InStream Group, finding it simple to set up and enjoy.
- Users find the **easy setup** of InStream incredibly convenient, enhancing their overall streaming experience.
- Users value the **lead management** capabilities of InStream Group, streamlining sales processes and facilitating deal closures.
- Users value the **simplicity** of InStream Group, finding it easy to navigate and use effectively.
- Users value how InStream Group's **task management features** streamline sales processes, simplifying lead management and deal closure.

##### Cons

- Users experience **integration issues** with InStream Group, affecting compatibility with existing workflows and causing technical problems.
- Users experience **performance issues** with lagging and time wasted on ads when trying to change topics.
- Users often face **slow loading times** that hinder their experience and disrupt their workflow with InStream Group.

#### What Are Recent G2 Reviews of InStream Group?

**["Clean, Flexible Interface That Makes Structuring Contacts, Companies, and Deals Easy"](https://www.g2.com/survey_responses/instream-group-review-12441252)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/instream-group-review-12441252)

**["Perfect for Canadian Compliance, Needs Industry-Specific Enhancements"](https://www.g2.com/survey_responses/instream-group-review-12912004)**

**Rating:** 4.5/5.0 stars

_— Hisham K._

[Read full review](https://www.g2.com/survey_responses/instream-group-review-12912004)

#### What Are G2 Users Discussing About InStream Group?

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

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

With over 20 years of focus on the distribution industry, White Cup enables distributors to easily access revenue intelligence information to manage relationships and interactions with customers and potential customers. TDF CRM helps marketing and sales teams drive growth, increase profitability, differentiate your business, and improve employee engagement.

**Average Rating:** 3.9/5.0

**Total Reviews:** 49

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

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

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

- **Seller:** [White Cup](https://www.g2.com/sellers/white-cup)
- **HQ Location:** Garden City, ID
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1f04e3341cee84ad558ffad18e8af6d85e2723af541bb2ca50bceae3576b17e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwhite-cup%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Wholesale, Industrial Automation
- **Company Size:** 59% Medium, 37% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **simplicity** of TDF CRM, allowing easy integration of screens and objects without coding knowledge.
- Users find TDF CRM to be **user-friendly** , allowing easy assembly of screens and objects without coding knowledge.

##### Cons

- Users find that TDF CRM has **limited features** , which may not support larger businesses' needs effectively.

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

**["Works well with sales and marketing teams to identify promot and customer experience opportunities"](https://www.g2.com/survey_responses/tdf-crm-review-7146686)**

**Rating:** 4.5/5.0 stars

_— David K._

[Read full review](https://www.g2.com/survey_responses/tdf-crm-review-7146686)

**["Great CRM Tool"](https://www.g2.com/survey_responses/tdf-crm-review-237232)**

**Rating:** 4.5/5.0 stars

_— Amber B._

[Read full review](https://www.g2.com/survey_responses/tdf-crm-review-237232)

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

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

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

Intelligently transforming business for SME’s; enabling management of customer relationships through business automation and workflows as well as measuring and qualifying / quantifying the customer experience. Further automated processes for marketing, facilitates powerful unified marketing campaigns, delivering leads and customer engagement in real time to sales development and customer success teams.

**Average Rating:** 4.3/5.0

**Total Reviews:** 25

#### How Do G2 Users Rate arkflux?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind arkflux?

- **Seller:** [360Freedom](https://www.g2.com/sellers/360freedom)
- **HQ Location:** N/A
- **Twitter:** @360Freedom  
81 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ff6a66be55d15e77d5bd425e84a869700f568b04acfaefecff17ab25fbc6bfc6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F360freedomconsulting.ca&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 56% Small, 40% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Arkflux's **ease of use** enhances workflow efficiency and simplifies navigation after initial setup.
- Users find the **easy setup** of Arkflux particularly beneficial, allowing streamlined workflows for global teams.
- Users find the **easy navigation** of arkflux intuitive and beneficial, enhancing their overall experience after setup.
- Users find Arkflux to be **highly efficient** , making setup quick and daily workflows seamless.
- Users value the **integration of global standardization and regional localization** in Arkflux, enhancing campaign coordination and local relevance.

##### Cons

- Users express frustration with the **limited customization** in Arkflux, hindering regional marketing and complicating campaign management.
- Users experience **integration issues** with Arkflux when third-party tools alter settings, complicating workflow troubleshooting.
- Users find the **learning curve steep** as advanced features and customization options can be hard to locate.
- Users find the **missing features** in Arkflux restrict customization and complicate regional marketing efforts unnecessarily.
- Users dislike the **time-consuming regional customization** required for Arkflux, resulting in duplicate efforts and fragmented data.

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

**["Streamlined CRM Solution with Data Security and Usability"](https://www.g2.com/survey_responses/arkflux-review-12878640)**

**Rating:** 4.0/5.0 stars

_— Harrison H._

[Read full review](https://www.g2.com/survey_responses/arkflux-review-12878640)

**["Solid EU-Compliant CRM for Architecture, Missing German Construction Pre-Sets"](https://www.g2.com/survey_responses/arkflux-review-12983985)**

**Rating:** 4.0/5.0 stars

_— Ezeluisitho A._

[Read full review](https://www.g2.com/survey_responses/arkflux-review-12983985)

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

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

### [Solid Performers CRM](https://www.g2.com/products/solid-performers-crm/reviews)

Solid Performers CRM is a comprehensive cloud-based customer relationship management solution designed to streamline sales, marketing, and customer service processes for small and medium-sized businesses. By automating lead management, sales tracking, and client interactions, it enhances productivity and fosters business growth. The platform's user-friendly interface and customizable features ensure seamless integration with existing systems, making it adaptable to various industry needs. Key Features and Functionality: - Lead Management: Automates lead addition, allocation, and nurturing, ensuring timely follow-ups and efficient conversion. - Sales Automation: Manages sales pipelines, tracks deals, and forecasts growth, providing a clear overview of sales performance. - Contact Management: Centralizes customer information, facilitating effective communication and relationship building. - Email Integration: Consolidates email communications within the CRM, ensuring no interactions are missed. - Customizable Dashboards: Offers tailored dashboards with real-time analytics to monitor key performance indicators. - Mobile Access: Provides mobile applications for iOS and Android, enabling on-the-go access to CRM functionalities. - Workflow Automation: Automates repetitive tasks, enhancing operational efficiency and reducing manual errors. - Reporting and Analytics: Delivers comprehensive reports and analytics to assess performance and inform strategic decisions. Primary Value and Solutions Provided: Solid Performers CRM addresses common operational challenges by centralizing and automating critical business processes. It enhances lead conversion rates, improves customer engagement, and provides actionable insights through detailed analytics. By offering a scalable and customizable platform, it supports businesses in optimizing their workflows, increasing productivity, and achieving sustainable growth.

**Average Rating:** 4.8/5.0

**Total Reviews:** 53

#### How Do G2 Users Rate Solid Performers CRM?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Solid Performers CRM?

- **Seller:** [Solid Performers Pvt. Ltd](https://www.g2.com/sellers/solid-performers-pvt-ltd)
- **Year Founded:** 2015
- **HQ Location:** Bangalore, Karnataka
- **Twitter:** @SolidPerformers  
193 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53f6ba73d646230f4cfd2a58c8add10d43a16a6e423c47b2625a096473c37bd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9355185%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Real Estate, Electrical/Electronic Manufacturing
- **Company Size:** 72% Small, 25% Medium

#### What Do G2 Reviewers Say About Solid Performers CRM?

_AI-generated summary from verified user reviews_

##### Cons

- Users experience **configuration challenges** with Solid Performers CRM, leading to wasted time and frustration over unresolved issues.
- Users find the CRM **expensive** and frustrating, feeling their subscription is a waste of time and money.
- Users face a challenging **learning curve** with Solid Performers CRM, making the setup process frustrating and unclear.
- Users find Solid Performers CRM to be **time-consuming** , resulting in frustration and wasted resources throughout their subscription.

#### What Are Recent G2 Reviews of Solid Performers CRM?

**["Simple to use and setup"](https://www.g2.com/survey_responses/solid-performers-crm-review-5422618)**

**Rating:** 4.5/5.0 stars

_— Pramod A._

[Read full review](https://www.g2.com/survey_responses/solid-performers-crm-review-5422618)

**["Excellent CRM Software for Sales Management"](https://www.g2.com/survey_responses/solid-performers-crm-review-8285096)**

**Rating:** 4.5/5.0 stars

_— Anil D._

[Read full review](https://www.g2.com/survey_responses/solid-performers-crm-review-8285096)

#### What Are G2 Users Discussing About Solid Performers CRM?

- [What is Solid Performers CRM used for?](https://www.g2.com/discussions/what-is-solid-performers-crm-used-for)

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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: 

1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) 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) 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) 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 _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen)

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