Best CRM Software for Medium-Sized Businesses - Page 8

Sponsored content: This content is sponsored.

monday CRM

The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations

Average Rating: 4.5/5.0

Total Reviews: 1,681

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

  • Seller: monday.com
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Tel Aviv
  • Twitter: @mondaydotcom
    40,761 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10,589 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 75% Small, 22% Medium

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

Pros
  • Users find monday CRM to be very user-friendly, appreciating its simplicity and helpful features for collaborative work.
  • Users praise the efficient integrations that enhance workflow, making daily tasks smoother and easier to manage.
  • Users value the automation features of monday CRM, enhancing workflow efficiency and minimizing manual tasks.
  • Users appreciate the incredible customizability of monday CRM, enabling tailored solutions for their unique business needs.
  • Users appreciate the user-friendly features of monday CRM, enhancing lead management and overall workflow efficiency.
Cons
  • Users find the learning curve steep, particularly in connecting boards and fully integrating the system.
  • Users find the missing features in monday CRM, like limited automation and columns, significantly hinder their workflows.
  • Users notice limited features in monday CRM, feeling it lacks depth compared to more robust CRM tools.
  • Users find limited customization in monday CRM compared to more robust tools, affecting detailed reporting and complex setups.
  • Users find the integration issues problematic, as they require manual setup and can lead to frustrating lags.

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,666

Category Stats (Sep 2026)

  • Average Rating: 4.4/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SalesSeek (+25.91%) - Among all products in this category, SalesSeek recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 127,200+ Authentic Reviews
  • 1,666+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

G2 Grid® for CRM Software plotting products by satisfaction and market presence

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

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=oracle-sales-cloud&focus%5B%5D=sap-sap-sales-cloud&focus%5B%5D=zoho-crm-plus-2018-12-06&segment=mid-market)

Bixjet

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

Average Rating: 4.8/5.0

Total Reviews: 109

How Do G2 Users Rate Bixjet?

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

Who Is the Company Behind Bixjet?

  • Seller: Bixjet
  • Year Founded: 2021
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Bixjet?

AI-generated summary from verified user reviews

Pros
  • Users praise the responsive customer support from Bixjet, ensuring satisfaction with every inquiry and need.
  • Users find Bixjet's platform to be easy to use, streamlining their LinkedIn outreach campaigns effectively.
  • Users appreciate the automation features of Bixjet, which streamline outreach and significantly enhance booking efficiency.
  • Users find Bixjet's lead management effective for organizing leads and enhancing sales activities, increasing potential customer outreach.
  • Users love Bixjet for its automation focus, streamlining LinkedIn outreach and freeing up valuable time for strategic tasks.
Cons
  • Users feel the need for more customization options in Bixjet, especially in task sequences and reports.
  • Users find the integration issues with Bixjet frustrating, particularly with lead uploading and LinkedIn features taking too long.
  • Users find the learning curve challenging, as advanced features require time to explore and setup can be lengthy.
  • Users find the lead update speed slow, wishing for a more efficient system to enhance their workflow.
  • Users desire a broader range of initial features in Bixjet CRM to enhance their onboarding experience.

What Are Recent G2 Reviews of Bixjet?

What Are G2 Users Discussing About Bixjet?

Claritysoft

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

Average Rating: 4.3/5.0

Total Reviews: 107

How Do G2 Users Rate Claritysoft?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Claritysoft?

  • Seller: Claritysoft
  • Year Founded: 2006
  • HQ Location: Dublin, OH
  • Twitter: @Claritysoft
    375 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Claritysoft?

AI-generated summary from verified user reviews

Pros
  • Users find Claritysoft to be extremely easy to use, simplifying navigation and keeping customer information organized effectively.
  • Users appreciate the easy tracking in Claritysoft, making organization and lead follow-up straightforward and efficient.
  • Users value Claritysoft's organized lead management, facilitating effective tracking and seamless communication with impressive automation features.
  • Users value the automation features of Claritysoft, enhancing productivity with task reminders and follow-up alerts.
  • Users value the easy customization of Claritysoft, allowing tailored dashboards to highlight important metrics effortlessly.
Cons
  • Users find that Claritysoft has feature issues such as a dated interface and limited customization and reporting options.
  • Users find limited customization in Claritysoft, making it challenging to adapt the tool for complex workflows.
  • Users find Claritysoft not user-friendly due to limited customization and a somewhat outdated interface.
  • Users experience slow loading times due to the dated interface, impacting navigation and overall efficiency.

What Are Recent G2 Reviews of Claritysoft?

What Are G2 Users Discussing About Claritysoft?

SalesBabu CRM

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?

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 easy to use, with a simple setup and efficient lead management capabilities.
  • Users commend the easy setup of SalesBabu CRM, allowing for quick and efficient integration into their workflow.
  • Users find the lead management system of SalesBabu CRM highly efficient, enhancing workflow and simplifying lead tracking.
  • Users appreciate the ease of customer management in SalesBabu CRM, simplifying lead tracking and organization.
  • Users praise the easy implementation of SalesBabu CRM, allowing quick setup and effective use right away.
Cons
  • Users find the high complexity of SalesBabu CRM limits flexibility and slows down usability and efficiency.
  • Users find that SalesBabu CRM has a lack of automation for managing cold leads, complicating their lead management process.
  • Users find the interface outdated, suggesting it needs a refresh for a more user-friendly experience.
  • Users find the outdated interface of SalesBabu CRM less appealing compared to more modern alternatives.
  • Users find that the slow performance of SalesBabu CRM hampers their efficiency and productivity significantly.

What Are Recent G2 Reviews of SalesBabu CRM?

What Are G2 Users Discussing About SalesBabu CRM?

sales-i

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
  • Year Founded: 2004
  • HQ Location: Cupertino, CA
  • LinkedIn® Page: www.linkedin.com
    577 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?

SalezShark

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: 38

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
  • Year Founded: 2014
  • HQ Location: Great Falls, US
  • Twitter: @SalezShark
    1,462 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 46% Medium, 41% 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 allows for quick setup and efficient automation.
  • Users appreciate the easy setup of SalezShark, making it simple to start using and maximizing its features.
  • Users appreciate the user-friendly interface of SalezShark, enabling quick adaptation and streamlined sales processes.
  • Users love the user-friendly interface of SalezShark, facilitating quick setup and efficient selling experiences.
  • Users find SalezShark an affordable solution that effectively optimizes sales and marketing for growing businesses.
Cons
  • Users feel that the pricing of SalezShark is expensive and suggest it could be more affordable for better value.
  • Users feel that SalezShark has limited customization options, making navigation and reporting less user-friendly than desired.
  • Users find the user interface cluttered and not intuitive, making navigation through features somewhat overwhelming.
  • Users find SalezShark to be not user-friendly, describing its interface as cluttered and navigation overwhelming.
  • Users find the interface overwhelming, making navigation difficult and reducing overall usability despite great features.

What Are Recent G2 Reviews of SalezShark?

What Are G2 Users Discussing About SalezShark?

Upsales Sales and Marketing Platform

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
  • Year Founded: 2003
  • HQ Location: Stockholm
  • Twitter: @upsales
    277 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    96 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 appreciate the user-friendly interface of Upsales, enjoying seamless integration and efficiency in managing sales and marketing.
  • Users appreciate the integrated sales and marketing capabilities of Upsales, enhancing lead tracking and efficiency.
  • Users appreciate the effective integration of CRM and marketing automation in Upsales, enhancing sales and marketing alignment.
  • Users value the effective integrations of Upsales, enhancing communication and streamlining sales and marketing alignment.
  • Users appreciate the user-friendly interface of Upsales, which simplifies daily tasks and enhances productivity.
Cons
  • Users find the platform's limited customization options inflexible, complicating tailored workflows and overall usability.
  • Users find the learning curve challenging, especially for newcomers unfamiliar with sales and marketing platforms.
  • Users find the missing features in Upsales hinder usability, complicating essential tasks and overall satisfaction.
  • Users find the contact management too complex for simpler needs, complicating their overall experience with Upsales.
  • Users find the platform expensive and struggle to justify the costs due to limited value versus cheaper alternatives.

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

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

GoldMine

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
  • Year Founded: 2020
  • HQ Location: Noida, IN
  • Twitter: @macsonik1
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 features of GoldMine, significantly reducing admin workload and enhancing B2B sales efficiency.
  • Users appreciate the easy customization of GoldMine, allowing them to tailor workflows to their specific B2B sales needs.
  • Users find the easy setup of GoldMine enhances their experience, allowing quick adaptation to B2B sales workflows.
  • Users appreciate the feature richness of GoldMine, tailored for complex B2B sales workflows and deep customization.
  • Users value the organization efficiency of GoldMine, enabling effective management of all transactions.
Cons
  • Users report numerous email issues with GoldMine, particularly with integration and functionality in Exchange Online.
  • Users find GoldMine's steep learning curve challenging, as navigation is dense and non-intuitive, causing time inefficiencies.
  • Users find GoldMine's navigation non-intuitive, leading to a steep learning curve and time-consuming tasks.
  • Users believe the UI and UX need significant improvements to enhance their overall experience with GoldMine.
  • Users find the time-consuming navigation frustrating, estimating it wastes about 30 minutes per day per rep.

What Are Recent G2 Reviews of GoldMine?

What Are G2 Users Discussing About GoldMine?

BenchmarkONE

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
  • Year Founded: 2004
  • HQ Location: St. Louis, MO
  • Twitter: @BenchmarkEmail
    17,267 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    115 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 appreciate the ease of tracking contacts with BenchmarkONE, enhancing their overall management experience.
  • Users value efficient customer relationship management in BenchmarkONE, enhancing lead nurturing and operational streamlining for businesses.
  • Users find BenchmarkONE's ease of use crucial for managing customer relationships and streamlining operations efficiently.
  • Users enjoy the easy access of BenchmarkONE, facilitating smooth transitions and efficient management of customer relationships.
  • Users value the easy setup of BenchmarkONE, which ensures a smooth transition for their businesses.
Cons
  • Users report issues with call reliability and email performance, leading to significant deliverability problems and spam concerns.
  • Users report that email issues from BenchmarkONE lead to messages often landing in spam, affecting communication adversely.
  • Users report unreliable deliverability with BenchmarkONE, causing important emails to end up in spam folders.

What Are Recent G2 Reviews of BenchmarkONE?

What Are G2 Users Discussing About BenchmarkONE?

Simply CRM

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
  • Year Founded: 2011
  • HQ Location: Copenhagen K
  • Twitter: @simplyCRMcom
    101 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 61% Small, 28% Medium

What Do G2 Reviewers Say About Simply CRM?

AI-generated summary from verified user reviews

Pros
  • Users praise Simply CRM for its affordability, effectively optimizing sales and marketing without breaking the bank.
  • Users praise the excellent customer support of Simply CRM, enhancing their experience and ease of use.
  • Users appreciate the ease of use of Simply CRM, finding it simple and intuitive for beginners to navigate.
  • Users value the cost-effective efficiency of Simply CRM for optimizing sales and marketing processes effectively.
  • Users appreciate the wide range of features in Simply CRM, enhancing their overall experience and ease of use.
Cons
  • Users find the limited customization options of Simply CRM restrict their ability to tailor the system to their needs.
  • Users experience performance issues with Simply CRM, particularly when handling large datasets and using the mobile app.
  • Users note that the slow loading times can hinder their experience with Simply CRM, suggesting room for improvement.
  • Users report slow performance with large datasets, and suggest improvements for the mobile app experience.
  • Users find the outdated user interface and limited customization of Simply CRM frustrating and not user-friendly on mobile.

What Are Recent G2 Reviews of Simply CRM?

What Are G2 Users Discussing About Simply CRM?

OpenCRM

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
  • Year Founded: 2005
  • HQ Location: Richmond, North Yorkshire
  • Twitter: @OpenCRM
    1,746 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 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 straightforward setup process.
  • Users love the easy setup of OpenCRM, highlighting the smooth initial configuration and support from the team.
  • Users value the comprehensive lead analysis of OpenCRM, enhancing communication and effective follow-ups effortlessly.
  • Users appreciate the affordability of OpenCRM, benefiting from an all-in-one solution that reduces subscription costs.
  • Users appreciate the excellent customer support from OpenCRM, making setup and lead management effortless and efficient.
Cons
  • Users find OpenCRM not user-friendly, citing confusing navigation and outdated interface challenges that hinder usability.
  • Users often face software bugs and occasional hangs, complicating navigation and overall user experience.
  • Users find the learning curve challenging, particularly when dealing with advanced customizations in OpenCRM.
  • Users find the time-consuming interface of OpenCRM can delay task completion and complicate advanced customizations.

What Are Recent G2 Reviews of OpenCRM?

What Are G2 Users Discussing About OpenCRM?

AllClients

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
  • Year Founded: 2004
  • HQ Location: Sparks, Nevada
  • Twitter: @allclients
    318 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 very easy to use, appreciating its quick data processing and excellent customer support.
  • Users commend the friendly and responsive customer support of AllClients, enhancing their overall experience with the platform.
  • Users love the easy-to-use email marketing tools of AllClients, simplifying client communication and task management.
  • Users love the simplicity of AllClients, finding it intuitive and easy to customize for their business needs.
  • Users highlight the affordability of AllClients, making it ideal for small businesses seeking budget-friendly CRM solutions.
Cons
  • Users find integration issues significant, desiring more third-party app connections and improved reporting features.
  • Users find the limited features of AllClients restrict their potential and desire more customization and integrations.
  • Users find AllClients has limited integrations and wish for more modern features and reporting capabilities.
  • Users find the trial duration too short, wishing for a longer period to assess AllClients' features.
  • Users feel that AllClients lacks integrations and modern features, affecting their overall experience and reporting capabilities.

What Are Recent G2 Reviews of AllClients?

What Are G2 Users Discussing About AllClients?

Vtiger Sales

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: 29

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

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 58% Small, 39% Medium

What Do G2 Reviewers Say About Vtiger Sales?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the excellent customer support from Vtiger Sales, making transitions seamless and effortless.
  • Users value the all-in-one automation features of Vtiger Sales, streamlining their sales and marketing processes effectively.
  • Users appreciate the ease of use of Vtiger Sales, highlighting its seamless integration and effortless setup process.
  • Users appreciate the easy setup of Vtiger Sales, making integration and migration seamless and hassle-free.
  • Users value the extensive tools available in Vtiger Sales, enhancing both sales and customer support efficiency.
Cons
  • Users report slow support response times that hinder timely assistance and resolution of issues in Vtiger Sales.

What Are Recent G2 Reviews of Vtiger Sales?

What Are G2 Users Discussing About Vtiger Sales?

noCRM

Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster.

Average Rating: 4.6/5.0

Total Reviews: 118

How Do G2 Users Rate noCRM?

  • Has the product been a good partner in doing business?: 9.1/10 (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.: 9.0/10 (Category avg: 8.6/10)

Who Is the Company Behind noCRM?

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 87% Small, 9% Medium

What Do G2 Reviewers Say About noCRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of noCRM.io, benefiting from its clean interface and simple setup for sales management.
  • Users appreciate the simplicity of noCRM.io, enhancing productivity with a clean, user-friendly interface for lead management.
  • Users appreciate the clear and efficient lead management of noCRM.io, enhancing focus on sales over complexity.
  • Users appreciate the easy customization of noCRM.io, enabling a tailored sales process that enhances productivity.
  • Users praise the easy integration of noCRM.io, enabling seamless actions and streamlined sales processes effortlessly.
Cons
  • Users note the missing features in noCRM.io, such as limited metrics and inefficient manual input processes.
  • Users express a desire for more customization options in reports and dashboards to enhance flexibility and efficiency.
  • Users find the limited features of noCRM.io challenging, especially regarding automation and reporting capabilities.
  • Users face bugs with the mobile app, including syncing issues and difficulties with date settings.
  • Users express frustration over call issues, as the number option doesn't connect directly to their phones.

What Are Recent G2 Reviews of noCRM?

What Are G2 Users Discussing About noCRM?

InStream Group

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
  • Year Founded: 2015
  • HQ Location: Poznan, Poland
  • Twitter: @InStream_io
    845 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 love the ease of use of InStream Group, ensuring a smooth and enjoyable live streaming experience.
  • Users find the easy setup of InStream Group remarkably user-friendly, enhancing their overall streaming experience.
  • Users appreciate how InStream Group’s lead management streamlines sales processes, simplifying lead handling and deal closures.
  • Users enjoy the simplicity of InStream Group, finding it user-friendly and efficient for their needs.
  • Users value the streamlined sales processes in InStream Group, simplifying lead management and facilitating deal closures.
Cons
  • Users face integration issues with InStream Group, limiting compatibility with other tools and creating workflow challenges.
  • Users often face performance issues with InStream Group, experiencing lags and time-consuming ads during topic changes.
  • Users experience slow loading times that hinder efficiency and disrupt the overall usability of InStream Group.

What Are Recent G2 Reviews of InStream Group?

What Are G2 Users Discussing About InStream Group?

TDF CRM

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?

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 love the simplicity of TDF CRM, enabling easy assembly of screens and objects without coding knowledge.
  • Users appreciate the user-friendly design of TDF CRM, allowing easy setup without extensive coding knowledge.
Cons
  • Users experience limited features in TDF CRM, especially in reporting and analytics, hindering larger business needs.

What Are Recent G2 Reviews of TDF CRM?

What Are G2 Users Discussing About TDF CRM?

Julie Jung
JJ
Researched and written by Julie Jung
Updated