Best CRM Software for Small Business

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monday CRM

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

Average Rating: 4.5/5.0

Total Reviews: 1,778

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: 8.8/10 (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: 74% 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: 1,745

Category Stats (Oct 2026)

  • Average Rating: 4.41/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Vryno CRM (+15.16%) - Among all products in this category, Vryno CRM recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 127,800+ Authentic Reviews
  • 1,745+ 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: HubSpot Sales Hub, Salesforce Sales Cloud, Pipedrive, monday CRM, Bigin by Zoho CRM, Close, ActiveCampaign, and Attio.

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=hubspot-sales-hub&focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=activecampaign&focus%5B%5D=attio&segment=small-business)

HubSpot Sales Hub

Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey.

Average Rating: 4.4/5.0

Total Reviews: 13,723

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How Do G2 Users Rate HubSpot Sales Hub?

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

Who Is the Company Behind HubSpot Sales Hub?

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

Who Uses This Product?

  • Who Uses This: Account Executive, Business Development Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Small, 35% Medium

What Do G2 Reviewers Say About HubSpot Sales Hub?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive ease of use of HubSpot Sales Hub, appreciating its streamlined organization and integrations.
  • Users appreciate the customizability and user-friendly interface of HubSpot Sales Hub, enhancing their sales management experience.
  • Users value the comprehensive visibility of HubSpot Sales Hub for managing sales efforts and forecasting effectively.
  • Users value the excellent lead management provided by HubSpot Sales Hub, enhancing organization and efficiency significantly.
  • Users value the intuitive interface of HubSpot Sales Hub, which simplifies navigation and enhances productivity.
Cons
  • Users find missing features in HubSpot Sales Hub, including limited lead creation and incomplete mobile app functionality.
  • Users find the limited features of HubSpot Sales Hub, like dashboard limitations and mobile app functionality, frustrating.
  • Users face a large learning curve, finding the system confusing without extensive training on contacts versus leads.
  • Users find HubSpot Sales Hub to be expensive, especially as costs increase and bugs persist affecting usage.
  • Users find HubSpot Sales Hub significantly limited in customization, hindering efficient outreach and task management.

What Are Recent G2 Reviews of HubSpot Sales Hub?

What Are G2 Users Discussing About HubSpot Sales Hub?

Salesforce Sales Cloud

Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management

Average Rating: 4.4/5.0

Total Reviews: 26,142

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How Do G2 Users Rate Salesforce Sales Cloud?

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

Who Is the Company Behind Salesforce Sales Cloud?

  • Seller: Salesforce
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • Twitter: @salesforce
    579,511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89,711 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 45% Medium, 34% Large

What Do G2 Reviewers Say About Salesforce Sales Cloud?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Agentforce Sales invaluable for managing customer data and improving productivity.
  • Users value the straightforward flow and comprehensive visibility of Agentforce Sales, enhancing team collaboration and insight.
  • Users value the 360-degree view of customer information, enhancing lead follow-up and closing processes efficiently.
  • Users value the centralized customer data of Salesforce Sales Cloud, enhancing insights and streamlining sales workflows efficiently.
  • Users appreciate the seamless integration capabilities of Agentforce Sales, enhancing workflow and connecting with internal systems effortlessly.
Cons
  • Users find the steep learning curve daunting, struggling with complex setups and mobile UX challenges.
  • Users find limitations in package options and struggle with navigation and security complexities in Agentforce Sales.
  • Users find the complexity of Agentforce Sales to be overwhelming, especially with deep configurations and numerous options.
  • Users find the product expensive and suggest improving cost-effectiveness for better business adaptability.
  • Users find the limited features of Agentforce Sales require time and expertise for effective customization and reporting.

What Are Recent G2 Reviews of Salesforce Sales Cloud?

What Are G2 Users Discussing About Salesforce Sales Cloud?

Pipedrive

Pipedrive is a sales CRM for small and medium-sized businesses. Designed around how salespeople work, it brings pipelines, customer context, automation, reporting, and AI into one easy-to-use system. Salespeople see what needs attention, prepare for conversations, and follow through. Managers get a shared view of what’s moving, what’s stuck, and where they can help. That helps teams keep deals moving and work toward their revenue goals. Built by salespeople and used by more than 100,000 companies worldwide, Pipedrive understands that sales is a craft: listening closely, reading a room, and earning trust one conversation at a time. Its approach to AI is simple: support salespeople, not replace them. Technology handles more of the work around selling, while people bring the judgment, empathy, and relationships. CRM setup: up and running fast, more time selling Import contacts and deals, shape the pipeline around how the team sells, and connect email and calendars. Pipedrive’s intuitive design and straightforward setup help teams get started quickly and build good habits from day one. KEY FEATURES ✅ Pipeline management and automation: no deal left behind Visual pipelines show where deals stand and what needs attention. Teams can customize stages, fields, and workflows around how they actually sell. Contacts, emails, and deal history stay connected, so picking up a conversation doesn’t start with a search through five tabs. Email sync, reminders, and automation help keep follow-ups moving and repetitive tasks off the to-do list. ✅ Pipedrive Nova: meeting intelligence built into the CRM Nova is AI meeting intelligence built into Pipedrive. Before meetings, it creates a brief from available deal history, emails, and previous conversations. During meetings, it records and transcribes the conversation, so salespeople can focus on the customer instead of taking notes. Afterward, it summarizes the discussion, highlights next steps, and suggests CRM updates. Salespeople stay in control: they review, edit, and approve suggested CRM field changes before they’re applied. Nova is included in every plan at no additional cost. ✅ AI Sales Assistant: a little help deciding where to focus Pipedrive’s AI Sales Assistant summarizes deals, surfaces patterns in won and lost opportunities, and recommends next actions. Salespeople can get up to speed on a deal, while managers can ask questions about sales data, compare performance, and spot bottlenecks directly inside the CRM. ✅ Projects: connected sales and delivery The Pipedrive Projects add-on connects post-sale work to customer and deal history, helping delivery teams pick up where sales left off. AI-generated project briefs bring together commitments, notes, and files from the sales process. Project insights and Gantt timelines help teams track progress, workloads, and deadlines. ✅ Customer conversations: WhatsApp and lead capture Native WhatsApp integration, available on Growth plans and above, brings messages into Pipedrive, linking conversations to contacts, leads, and deals. The LeadBooster add-on captures leads through web forms, chatbots, and live chat. ✅ Pipedrive MCP: your CRM, one question away Pipedrive’s Model Context Protocol (MCP) server connects ChatGPT, Claude, and other compatible AI assistants to live CRM data. Teams can find deals, update contacts, and schedule follow-ups through plain-language requests. Existing Pipedrive permissions govern what each assistant can access and change. ✅ Reporting and forecasting: fewer pipeline mysteries Shared dashboards, customizable reports, and revenue forecasting help managers see what’s working, where deals are slowing down, and who could use support. More than 500 Marketplace integrations connect Pipedrive with other business tools. ✅ Security and permissions: customer data, protected Pipedrive is SOC 2 and GDPR compliant. Customer data is protected with AES-256 encryption, 2FA, SAML SSO, and hourly backups on every plan.Visibility options and permissions control who can see and edit what. Higher plans add custom visibility groups and permission sets, and the top plan adds security alerts, security rules, and a device history and audit log. 📌 CRM for growing teams: powerful tools without the enterprise budget Advanced CRM tools shouldn’t require an enterprise budget or a team of specialists to manage them. Pipedrive gives growing businesses practical AI, automation, and reporting in an intuitive system. Teams can manage deals, customer conversations, and follow-ups in one place, then adapt their pipelines and workflows as the business grows. 🧑🏽‍💼 Who should use Pipedrive? Pipedrive suits salespeople juggling multiple deals and customer relationships, managers building consistent sales processes, and growing businesses that need an intuitive CRM their teams use every day. 💳 Pipedrive offers a free 14-day trial, with no credit card required.

Average Rating: 4.3/5.0

Total Reviews: 4,813

How Do G2 Users Rate Pipedrive?

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

Who Is the Company Behind Pipedrive?

  • Seller: Pipedrive
  • Company Website:
  • Year Founded: 2010
  • HQ Location: New York
  • Twitter: @pipedrive
    14,355 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,124 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Sales Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 73% Small, 22% Medium

What Do G2 Reviewers Say About Pipedrive?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Pipedrive, finding it intuitive and customizable for their evolving business needs.
  • Users praise the intuitive interface of Pipedrive, making it easy for anyone to customize and use effectively.
  • Users appreciate the simple and user-friendly interface of Pipedrive, making navigation and task management effortless.
  • Users appreciate the ease of customization in Pipedrive, enabling them to tailor the CRM to their specific needs.
  • Users value the seamless integrations of Pipedrive, enhancing their sales process and automating essential tasks.
Cons
  • Users express concerns about missing features in Pipedrive, including limited automation options and customization difficulties.
  • Users express frustration over limited features in Pipedrive, such as automation setup and customization options.
  • Users find the learning curve steep with Pipedrive, requiring significant time and training for effective use.
  • Users find Pipedrive expensive, especially the add-ons, making it challenging for solo practices and small businesses.
  • Users experience integration issues with Pipedrive, notably missing meeting details in Google Calendar events.

What Are Recent G2 Reviews of Pipedrive?

What Are G2 Users Discussing About Pipedrive?

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How it works

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: 1,778

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: 8.8/10 (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: 74% 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?

Bigin by Zoho CRM

Bigin by Zoho CRM is a simplified, AI-ready customer relationship management (CRM) software designed specifically for small businesses, startups, and customer-facing teams. Trusted by 50,000+ businesses across 150+ countries, Bigin helps small businesses unify all customer-facing operations — marketing, sales, onboarding, delivery, and support and helps manage customer relationships effectively.

Average Rating: 4.6/5.0

Total Reviews: 873

How Do G2 Users Rate Bigin by Zoho CRM?

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

Who Is the Company Behind Bigin by Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @Zoho
    137,880 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 90% Small, 8% Medium

What Do G2 Reviewers Say About Bigin by Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Bigin by Zoho CRM, appreciating its simple setup and user-friendly interface.
  • Users value the simplicity and organization of Bigin by Zoho CRM, making it ideal for small businesses.
  • Users praise the intuitive design of Bigin by Zoho CRM, highlighting its simplicity and ease of navigation.
  • Users value the simplicity of Bigin by Zoho CRM, finding it easy to use and set up for small businesses.
  • Users value the ease of use and management of Bigin by Zoho CRM, appreciating its intuitive interface and functionality.
Cons
  • Users note the lack of advanced features in Bigin by Zoho CRM, limiting automation and integrations.
  • Users find Bigin by Zoho CRM has limited features, lacking advanced automations and connectors for expanded integration.
  • Users experience integration issues with Bigin, finding importing complicated and app integration challenging, particularly for beginners.
  • Users note the limited customization in Bigin, with restricted fields and basic automation options for advanced needs.
  • Users find Bigin by Zoho CRM has limited integrations, hindering connection with other essential applications for smoother workflows.

What Are Recent G2 Reviews of Bigin by Zoho CRM?

What Are G2 Users Discussing About Bigin by Zoho CRM?

Close

Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity.

Average Rating: 4.7/5.0

Total Reviews: 2,091

G2 Deal: 20% off for new Close customers

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. G2 users receive a 20%, one-time discount off first billing cycle for new Close customers. Offer expires December 31, 2026.

Offer expires: 31 December 2026

View this exclusive G2 deal

How Do G2 Users Rate Close?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.8/10 (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 Close?

  • Seller: Close
  • Company Website:
  • Year Founded: 2013
  • HQ Location: 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
  • Twitter: @Close
    6,592 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    214 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 77% Small, 20% Medium

What Do G2 Reviewers Say About Close?

AI-generated summary from verified user reviews

Pros
  • Users find Close to be extremely user-friendly, enabling quick access to essential features for efficient business management.
  • Users find Close to be incredibly helpful, especially with its intuitive design and fast customer support.
  • Users appreciate the enhanced communication management features of Close, streamlining client interactions effectively and efficiently.
  • Users love the simplicity and user-friendliness of Close, making customer management and prospect tracking effortless.
  • Users love the intuitive design of Close, finding it user-friendly and efficient for their needs.
Cons
  • Users note the missing features in Close, like mobile app limitations and no WhatsApp integration, affecting usability.
  • Users experience call issues, including unexpected charges and recording failures, which can hinder effective usage.
  • Users find the limited features of Close restrictive, particularly for B2C needs and advanced functionalities.
  • Users find the limited customization of Close frustrating, particularly for tailored reports and advanced dashboards.
  • Users find the learning curve steep, with challenges in merging leads and managing custom reports effectively.

What Are Recent G2 Reviews of Close?

What Are G2 Users Discussing About Close?

ActiveCampaign

ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools.

Average Rating: 4.4/5.0

Total Reviews: 14,271

G2 Deal: G2 buyers save 15%!

Whether you’re looking to increase brand awareness, drive more leads, or convert more customers, ActiveCampaign has you covered. Take your marketing to the next level and achieve the engagement and growth you’ve been looking for. G2 buyers save 15% off annual ActiveCampaign subscriptions!

View this exclusive G2 deal

How Do G2 Users Rate ActiveCampaign?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.6/10)

Who Is the Company Behind ActiveCampaign?

  • Seller: ActiveCampaign
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Chicago, IL
  • Twitter: @ActiveCampaign
    13,203 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    854 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Health, Wellness and Fitness
  • Company Size: 92% Small, 7% Medium

What Do G2 Reviewers Say About ActiveCampaign?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in ActiveCampaign, appreciating seamless automation and straightforward features for personal tasks.
  • Users love the easy automation programming of ActiveCampaign, streamlining their workflow and enhancing customer communication.
  • Users love the phenomenal automation features of ActiveCampaign, enhancing email campaigns with effective segmentation and tailored messaging.
  • Users praise the powerful and easy automation features of ActiveCampaign, enhancing their workflow efficiency and organization.
  • Users value ActiveCampaign for its all-in-one platform, offering effective segmentation and personalized email marketing capabilities.
Cons
  • Users experience a steep learning curve with ActiveCampaign, requiring additional support to navigate its features effectively.
  • Users find the pricing steep, especially for newer plans, which may be a barrier for some businesses.
  • Users express concerns about the missing features such as easy form building and custom date triggers.
  • Users find the limited features of ActiveCampaign frustrating, particularly in reporting, automation testing, and design flexibility.
  • Users find ActiveCampaign not intuitive, struggling with complicated automations and email creation processes that hinder efficiency.

What Are Recent G2 Reviews of ActiveCampaign?

What Are G2 Users Discussing About ActiveCampaign?

Attio

Attio is the AI CRM for the next era of companies. Built to adapt to any business, Attio gives companies the power to understand every customer, automate at scale, and create go-to-market systems exactly as they need. Thousands of companies, including category-defining AI leaders and startups, use Attio to power their go-to-market. ------------------------ Key features: - AI for how you already work. Ask Attio to find, update, or create in plain English. - Connect your agents to your CRM. Attio's MCP server plugs into any AI tool so your agents can read, write, and act on live customer context. - A CRM that fits your business. Model any GTM motion with our flexible data model, custom objects, and relationships tailored for your team. - Automate the work behind the deal. Powerful workflows route leads, manage deals, and keep your pipeline moving. - Stop chasing stale data. Attio enriches contact and company records automatically, so your team never wastes time on dead emails, outdated titles, or missing context. - Real-time performance. Live dashboards and advanced reporting give revenue teams instant visibility into pipeline, activity, and trends. - Keep the conversation going. Record meetings, generate AI summaries, and sync key insights directly to your CRM. - Connect the tools your team loves. Attio stays in sync across your entire stack with a growing library of integrations and a Developer Platform to create your own. Getting started with Attio is fast. Set up your CRM in minutes by syncing your email and calendar to build a complete system without manual data entry. ------------------------ Join the thousands of companies already using Attio to power their growth. See what Attio can do for you at attio.com

Average Rating: 4.3/5.0

Total Reviews: 596

How Do G2 Users Rate Attio?

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

Who Is the Company Behind Attio?

  • Seller: Attio
  • Company Website:
  • Year Founded: 2019
  • HQ Location: London, GB
  • Twitter: @attio
    12,873 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    196 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 80% Small, 15% Medium

What Do G2 Reviewers Say About Attio?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Attio, enjoying its smooth setup and intuitive customization options.
  • Users value the easy setup of Attio, enabling quick productivity without a steep learning curve.
  • Users love the fantastic customizability of Attio, enabling personalized setups that enhance lead tracking effortlessly.
  • Users value Attio's effective integration with various tools, enhancing productivity and creating a seamless workflow experience.
  • Users love the robust features of Attio, enabling seamless integrations, advanced analytics, and exceptional customer support.
Cons
  • Users struggle with integration issues in Attio, needing more native tool connections and enhanced enrichment features.
  • Users note the missing features in Attio, wishing for enhancements and automations to improve usability and functionality.
  • Users note a steeper learning curve initially, with complexities in setup and flexibility that can be overwhelming.
  • Users find feature issues with email sharing and reporting in Attio, making collaboration and data access difficult.
  • Users find the incomplete information in Attio challenging, especially regarding AI data enrichment and reporting limitations.

What Are Recent G2 Reviews of Attio?

Zoho CRM

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

Average Rating: 4.1/5.0

Total Reviews: 2,846

G2 Deal: Get 50% off and save up to $100

Zoho CRM is a cloud-based, 360° business management platform that streamlines business processes to deliver better customer experiences. Close deals faster with better visibility at every stage of your sales pipeline, omnichannel connectivity and AI-powered tools.

Price: ~~$14/user/month~~ → $7/user/month

View this exclusive G2 deal

How Do G2 Users Rate Zoho CRM?

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

Who Is the Company Behind Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @Zoho
    137,880 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 62% Small, 33% Medium

What Do G2 Reviewers Say About Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive interface of Zoho CRM, making daily tasks easy and seamless to navigate.
  • Users appreciate the powerful AI features of Zoho CRM, enhancing sales, marketing, and customer support seamlessly.
  • Users appreciate the seamless integrations of Zoho CRM, enhancing collaboration between Marketing and Sales processes effectively.
  • Users appreciate the easy integrations in Zoho CRM, enhancing workflow efficiency and simplifying customer management.
  • Users appreciate the flexibility and ease of lead management with Zoho CRM's extensive features and integrations.
Cons
  • Users experience a challenging learning curve with Zoho CRM, as advanced features can be confusing initially.
  • Users struggle with integration issues, finding the system inflexible and challenging to automate with non-Zoho tools.
  • Users find limited features in Zoho CRM restrict functionality, hindering integration and automation with other systems.
  • Users find Zoho CRM's complexity challenging for beginners, often struggling to locate features and navigate the system.
  • Users often face poor customer support with Zoho CRM, leading to frustration and challenges during critical tasks.

What Are Recent G2 Reviews of Zoho CRM?

What Are G2 Users Discussing About Zoho CRM?

Brevo

Brevo is a CRM and marketing platform built in Europe, headquartered in Paris and used by over 600,000 businesses worldwide. With Brevo, you run email, SMS, WhatsApp, push and live chat from one account, with your contacts, deals and customer data in a built-in CRM. Brevo hosts customer data on servers in France and Germany, is ISO 27001 certified and works to GDPR standards. If your customers are in Europe, so is their data. Brevo is built for small and mid-sized teams with big plans and little time for complicated software. You start free with up to 300 emails a day, build newsletters and automations with drag and drop, and bring in Aura AI for copy, segments and send times as you grow. Brevo reports 99% email deliverability, backed by an in-house deliverability team. Support is available in six languages on every plan, including the free one. Brevo was formerly known as Sendinblue. What you can do with Brevo: - Run campaigns across email, SMS, WhatsApp, web and mobile push, and Mobile Wallet with the Brevo Marketing Platform - Send order confirmations, password resets and alerts by email, SMS or WhatsApp with Brevo Transactional Email, over SMTP or API with official SDKs in 7 programming languages - Merge data from your store, CRM and offline sources into one customer profile with the Brevo Customer Data Platform - Answer live chat, chatbot, WhatsApp, Instagram and Facebook messages from one inbox, and take calls, with Brevo Conversations - Manage pipelines, deals, meetings and call recordings with the Brevo Sales Platform - Reward repeat customers with points, tiers and digital loyalty cards with Brevo Loyalty Start for free: https://www.brevo.com/products/marketing-platform/ Get a custom quote: https://www.brevo.com/enterprise/contact-us/

Average Rating: 4.5/5.0

Total Reviews: 2,607

How Do G2 Users Rate Brevo?

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

Who Is the Company Behind Brevo?

  • Seller: Brevo
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Paris
  • Twitter: @brevo_official
    16,032 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    880 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 84% Small, 13% Medium

What Do G2 Reviewers Say About Brevo?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Brevo, finding it straightforward to navigate and manage their marketing efforts.
  • Users appreciate the easy campaign scheduling and automation features of Brevo, making email marketing efficient and effective.
  • Users find Brevo Marketing Platform's easy setup and automation features greatly enhance their email marketing experience.
  • Users appreciate the convenient and efficient email marketing features of Brevo, making automation and scheduling a breeze.
  • Users appreciate the simplicity of Brevo, noting its ease in creating effective marketing campaigns without complexity.
Cons
  • Users find the missing features in Brevo's automation and design limits frustrating for complex marketing tasks.
  • Users note the limited features in Brevo, particularly in customization and automation options, affecting functionality.
  • Users find the limited customization options restrict their ability to create unique and visually appealing designs.
  • Users find the learning curve steep initially, with some features feeling unintuitive for beginners.
  • Users find Brevo Marketing Platform expensive, especially with rising SMS costs and navigating complex pricing tiers.

What Are Recent G2 Reviews of Brevo?

What Are G2 Users Discussing About Brevo?

EngageBay

EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle.

Average Rating: 4.6/5.0

Total Reviews: 764

G2 Deal: 30% Off EngageBay

Marketing automation software to automate all your marketing & sales tasks, customer service workflows, lead generation & lead nurturing.

View this exclusive G2 deal

How Do G2 Users Rate EngageBay?

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

Who Is the Company Behind EngageBay?

  • Seller: EngageBay Inc
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Wilmington, Delaware
  • Twitter: @engagebay
    16,866 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    54 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Marketing Manager, Marketing Analyst
  • Top Industries: Information Technology and Services, Staffing and Recruiting
  • Company Size: 70% Small, 30% Medium

What Do G2 Reviewers Say About EngageBay?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of EngageBay, which streamlines their workflow and enhances daily productivity.
  • Users value the time-saving automation of EngageBay, enhancing organization and streamlining workflow with integrated tools.
  • Users appreciate the amazing customer support of EngageBay, consistently receiving quick and helpful responses from the team.
  • Users appreciate the seamless integration of CRM, email, and automation features in EngageBay, enhancing their workflow significantly.
  • Users value the sophisticated automation features of EngageBay, enhancing workflow efficiency and simplifying daily operations.
Cons
  • Users find the missing features like email threading and advanced reporting options frustrating and limit usability.
  • Users experience limited features with EngageBay, feeling constraints in mobile functionality and essential support tools.
  • Users find the reporting features limited and lacking detail, affecting their ability to fully utilize EngageBay.
  • Users experience limited customization for key features like landing pages and workflows, hindering their effectiveness.
  • Users note poor reporting capabilities in EngageBay, hindering deeper analysis and advanced customization for specific needs.

What Are Recent G2 Reviews of EngageBay?

What Are G2 Users Discussing About EngageBay?

Capsule CRM

Capsule CRM is a customer relationship management (CRM) software solution that helps small and medium-sized businesses win more business, keep more clients, and deliver consistently great work. It gives sales, marketing, and service teams one organized place to see every contact, conversation, and deal - so nothing falls through the cracks, and no one's digging through scattered spreadsheets or half-updated tools just to find out where things stand. Trusted by more than 10,000 businesses worldwide, Capsule is built for teams that want the structure of a bigger CRM system without the complexity or setup headaches that usually come with one. It brings sales tracking, contact management, and project tracking together in one place, so your team can spend less time managing software and more time managing relationships. Capsule connects to the tools businesses already use - like email, accounting software, and marketing platforms - and now offers an AI integration, available via Model Context Protocol (MCP), that lets supported AI tools answer questions about your CRM data in plain language. No dashboards to build, no filters to configure - just ask. Here's what makes it work for growing teams: Contact and company management: every interaction, note, email, and document lives in one place, so you walk into every call or meeting already knowing where things stand. Visual sales pipelines: see exactly where every deal is and what needs your attention next, with the flexibility to build different pipelines for different sales processes. Built-in task and calendar management: follow-ups and meetings are linked directly to the right contact or deal, so nothing gets missed and no one has to keep it all in their head. Project and case tracking: keep delivery and after-sale work moving with simple boards, milestones, and stages, so sales and delivery teams are always working from the same page. Easy integrations: connect Capsule to the tools you already rely on, with even more possible through its API and growing AI/MCP capabilities. Reporting tools turn your pipeline and activity data into a clear, honest picture of how sales are really going, so decisions get made on real numbers instead of gut feel. And as your team grows, you can control who sees and edits what - so Capsule scales with you instead of becoming something you have to manage around. At its core, Capsule is built for businesses that want a CRM that feels quick to set up and easy to keep organized from day one, without giving up the depth needed to handle more complex sales or client work as the business grows.

Average Rating: 4.7/5.0

Total Reviews: 518

G2 Deal: 20% off the monthly price per user of any paid Capsule plan for 12 months

Capsule CRM is a growth-oriented CRM tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. G2 customers can get 20% off the monthly price per user of any paid Capsule plan for the first 12 months.

Price: ~~$21-$75 per user per month.~~ → $16.80-$60 per user per month.

View this exclusive G2 deal

How Do G2 Users Rate Capsule CRM?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Capsule CRM?

  • Seller: Capsule
  • Company Website:
  • Year Founded: 2007
  • HQ Location: Manchester, GB
  • Twitter: @CapsuleCRM
    5,249 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    55 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director, Owner
  • Top Industries: Consulting, Marketing and Advertising
  • Company Size: 92% Small, 7% Medium

What Do G2 Reviewers Say About Capsule CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Capsule CRM incredibly easy to use, making it perfect for beginners and efficient for small businesses.
  • Users consistently praise the exceptional customer support of Capsule CRM, highlighting quick responses and effective solutions.
  • Users appreciate Capsule CRM for its user-friendly design, making sales management simple and efficient for small businesses.
  • Users value the simplicity of Capsule CRM, appreciating its easy setup and user-friendly design for effective management.
  • Users appreciate the intuitive task management in Capsule CRM, enhancing productivity and clarity in daily priorities.
Cons
  • Users desire additional missing features, such as more templates and improved options for managing customer information.
  • Users note the limited customization options in Capsule CRM, which may hinder personalized usage for some needs.
  • Users face integration issues with Capsule CRM, limiting collaboration and reliance on third-party tools for functionality.
  • Users find the steep learning curve of Capsule CRM challenging, wishing for better resources to master the features.
  • Users feel Capsule CRM has limited features, particularly in the mobile app, hindering effective usage and integration.

What Are Recent G2 Reviews of Capsule CRM?

What Are G2 Users Discussing About Capsule CRM?

HighLevel

HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide. Functionality includes CRM, Email, 2-way SMS, Consolidated SMS/Messenger/Instagram DM/Whatsapp/GMB Chat, Outbound Calling, Call Tracking, Call Recording, Power Dialer, Form Builder, Survey Builder, Funnel Builder, Website Builder, Online Scheduling, Workflow Automation, Social Media Scheduling, Proposals, Estimates, Invoicing, Reporting, Webhooks, and more! Flat pricing, unlimited sub-accounts for agencies managing clients that can be cloned to speed up setups, and even white-label! Start with a 14 day free trial!

Average Rating: 4.6/5.0

Total Reviews: 635

How Do G2 Users Rate HighLevel?

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

Who Is the Company Behind HighLevel?

  • Seller: HighLevel
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Dallas, Texas
  • Twitter: @gohighlevel
    8,862 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,569 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Consulting
  • Company Size: 64% Small, 3% Medium

What Do G2 Reviewers Say About HighLevel?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the flexibility and comprehensive features of HighLevel, finding it easy to set up and integrate.
  • Users appreciate the all-in-one functionality of HighLevel, enhancing efficiency in marketing, sales, and client management.
  • Users praise the excellent customer support of HighLevel, appreciating their responsiveness and active feature requests.
  • Users value the extensive feature set of Go HighLevel, appreciating its depth and constant innovation in marketing tools.
  • Users value the intuitive automation setup in HighLevel, enhancing their workflow and client management effectively.
Cons
  • Users find the steep learning curve of HighLevel challenging, complicating their ability to leverage its extensive features.
  • Users desire more missing features in HighLevel, impacting functionality like email marketing and live streaming capabilities.
  • Users face a steep learning curve with HighLevel, requiring significant effort to master its numerous features and updates.
  • Users find HighLevel to be not intuitive, often feeling overwhelmed by its complexity and learning curve.
  • Users express concern over poor customer support, finding the team uninformed and responses often vague.

What Are Recent G2 Reviews of HighLevel?

What Are G2 Users Discussing About HighLevel?

Mekari Qontak

Mekari Qontak is a leading and expert provider of enterprise Omnichannel CRM technology leveraging scalable API technology. Built on a SaaS model, Qontak enables businesses to rapidly grow their sales, customer service and operations. Our solutions empower businesses using WhatsApp & Instagram, social media, e-commerce, voice calls, KPIs and offline activities within a unified SaaS CRM technology.

Average Rating: 4.7/5.0

Total Reviews: 37

How Do G2 Users Rate Mekari Qontak?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Mekari Qontak?

  • Seller: Mekari
  • Year Founded: 2015
  • HQ Location: Jakarta Pusat, ID
  • Twitter: @mekaricom
    168 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,724 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 47% Medium, 45% Small

What Do G2 Reviewers Say About Mekari Qontak?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Mekari Qontak impressive, benefiting from its friendly UI/UX for seamless communication.
  • Users value the seamless integration with WhatsApp Business API, enhancing customer communication and workflow efficiency.
  • Users appreciate the user-friendly interface of Mekari Qontak, simplifying chat management and enhancing overall usability.
  • Users commend the responsive and dependable customer support of Mekari Qontak, ensuring smooth implementation and issue resolution.
  • Users appreciate the intuitive interface of Mekari Qontak, enhancing usability and making remote work seamless.
Cons
  • Users find the complex setup of Mekari Qontak's advanced reports time-consuming, though insights are valuable post-configuration.
  • Users experience connectivity issues with Mekari Qontak, leading to delays in account activation on multiple devices.
  • Users note that expertise is required to configure advanced custom reports effectively for actionable insights.
  • Users find the incomplete information in Mekari Qontak's reports limits their ability to analyze campaign performance effectively.
  • Users experience integration issues with WhatsApp Business, limiting its use solely to Qontak platforms.

What Are Recent G2 Reviews of Mekari Qontak?

What Are G2 Users Discussing About Mekari Qontak?

Oracle Sales Cloud

Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance. The key elements of Oracle Sales Cloud's SFA solution are vast. They include: • Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools • A comprehensive partner relationship management offering to manage channel sales and partner management • Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation • Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence • A customer data management system to ensure clean, consolidated and complete customer information. With rich functional capabilities and a comprehensive feature set, Oracles Sales Cloud provides a more modern approach to sales execution.

Average Rating: 3.9/5.0

Total Reviews: 143

How Do G2 Users Rate Oracle Sales Cloud?

  • Has the product been a good partner in doing business?: 7.1/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Oracle Sales Cloud?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 48% Large, 38% Medium

What Do G2 Reviewers Say About Oracle Sales Cloud?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless integration of Oracle Sales Cloud with other Oracle systems, enhancing visibility and efficiency.
  • Users praise the feature richness of Oracle Sales Cloud for enhancing sales processes and improving data management.
  • Users appreciate the user-friendly interface of Oracle Sales Cloud, praising its ease of use and excellent support.
  • Users find the responsive customer support of Oracle Sales Cloud essential for smooth operations and effective assistance.
  • Users find Oracle Sales Cloud to be very easy to use, appreciating its simple interface and mobile accessibility.
Cons
  • Users face a steep learning curve with Oracle Sales Cloud, making it difficult for new users to adapt quickly.
  • Users find the high complexity of Oracle Sales Cloud challenging, particularly for new users and larger datasets.
  • Users find the interface not user-friendly, creating challenges in navigation and affecting overall adoption rates.
  • Users experience slow performance with Oracle Sales Cloud, particularly when handling large datasets and complex reports.
  • Users experience limited data availability and unpredictable behavior when uploading JPEG files in Oracle Sales Cloud.

What Are Recent G2 Reviews of Oracle Sales Cloud?

What Are G2 Users Discussing About Oracle Sales Cloud?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 9, 2026
Reviews & FAQs

Reviews Summary: The Best CRM Software for Small-Business Businesses

Thanks to 122469 CRM software reviews and associated data from users working for small-sized companies, at G2 we have some of the most definitive data on the best CRM software for the smaller space. We have identified 195 individual CRM products offering the features, pricing and support that Small-Business companies look for when comparing CRM software and solutions. These reviews are generated using the qualitative and quantitative feedback from G2 members working in small-sized companies and who have used these CRM software products.

When G2 reviewers submit their CRM software reviews, they often provide information on the type of company they work for and what market segment they belong to. We break these different market segments into three distinct groups:

  • Small Business CRM Software Reviews (< 50 employees)
  • smaller CRM Software Reviews (51-1,000 employees)
  • Enterprise CRM Software Reviews (1,001+ employees)

smaller businesses have their own unique requirements when it comes to CRM software compared to small or enterprise companies. That is why these individual small-sized company CRM software reviews are especially helpful when comparing product set up, ease of use and overall cost.

Below you will find FAQs and review snippets for CRM software products that work well in smaller environments. These reviews are written by real G2 users working for these Small-Business companies who have real-world experience with these CRM software products.

FAQs About CRM Software for Small-Business Businesses

Q. What are the best CRM software products for small-sized businesses, according to G2 reviewers?
  • HubSpot Sales Hub - 4.4-stars, 7049 reviews (60% from smaller reviewers)
  • Salesforce Sales Cloud - 4.2-stars, 4912 reviews (21% from smaller reviewers)
  • Pipedrive - 4.3-stars, 3457 reviews (73% from smaller reviewers)
  • monday CRM - 4.5-stars, 1241 reviews (75% from smaller reviewers)
  • Bigin by Zoho CRM - 4.6-stars, 755 reviews (90% from smaller reviewers)
Q. What are the least-liked CRM software products for professionals at small-sized companies, based on the overall G2 rating?
  • Solid Performers CRM - 4.7-stars, 39 reviews (71% from smaller reviewers)
  • Jarvis CRM - 4.9-stars, 10 reviews (71% from smaller reviewers)
  • CentralStationCRM - 4.3-stars, 10 reviews (63% from smaller reviewers)
  • arkflux - 4.5-stars, 14 reviews (58% from smaller reviewers)
  • SalesJunction - 3.9-stars, 14 reviews (67% from smaller reviewers)
Q. What are the highest-rated CRM software tool features according to employees at Small-Business companies?
  • Engagement Tracking - 5.0-stars
  • For Startups - 5.0-stars
  • Communication Management - 4.9-stars
Q. What are the features that are rated lowest by employees at Small-Business companies?
  • AI Text Generation - 3.6-stars
  • Mobile Access - 3.6-stars
  • Adaptive Learning - 3.6-stars
Q. How many CRM software reviews are from users working in smaller companies?

47491 out of all CRM software reviews on G2 are from users working in Small-Business companies (39%).

Here's What Reviewers Working at smaller Businesses Have to Say About CRM Software

What Small-Business Professionals Liked What Small-Business Professionals Disliked

Dynamics 365 Sales: “What I like best about Dynamics 365 Sales is its integration with the Microsoft ecosystem, which makes managing customer relationships, tracking opportunities, and analyzing sales performance much easier. The platform provides powerful automation tools, customizable dashboards, and valuable insights that help sales teams improve efficiency and make better decisions.”

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ActiveCampaign: “Customer Support is very bad. Imposible to contact them for simple things as increasing the limit of contacts from 5000 to 7500. Even though there is an automatic feature to do this on the system, the automatic feature is calculating pricing wrongly and then you can´t get a response fro Active Campaign”

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monday CRM: “I like that you can assign roles to each assignment. I also like that you can create your own board, so you can focus on what you need to do and then view each timeline on its own.”

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Freshsales: “We reported a Freshsales defect in 2025, and it remains unresolved. Despite months of correspondence, Freshworks has not provided a firm resolution date, a meaningful technical explanation, or a credible plan to fix the problem. The response pattern has been consistently disappointing: apologize, claim the matter has been escalated, introduce another person or department, and then provide no substantive follow-up. More names are added, but nobody appears to take ownership and no solution is delivered. The wider product experience is also concerning. Useful marketplace integrations appear limited, and there has been little visible development in the areas that matter to us. While competing CRMs are introducing practical AI integrations and expanding their ecosystems, Freshsales does not appear to be keeping pace. Our experience also raises doubts about whether existing functionality is being adequately maintained. We continue paying for software with a known defect while receiving holding responses instead of measurable progress. Even basic questions, including what is blocking the fix, who is accountable, and when it will be resolved, remain unanswered.”

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ActiveCampaign: “The email automations, tagging feature, lead capture forms, they connect directly to my shopping cart, the list goes on and on.”

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HighLevel: “Everything has been a problem for me so far. There are a huge number of glitches, and it feels like about half the features have bugs or other issues that get in the way. Support will open a ticket, but after that I never hear back.”

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Recommendations To Others Problems Solved & Benefits

SONAR LABS: “If you need knowledge from different directors across many areas, this solution can help you make better decisions.”

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monday CRM: “It helps me keep all projects organized simultaneously.”

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Pipedrive: “Very easy to use and as a web based platform it is very flexible. You can access this from your phone or laptop. It syncs up seamlessly and will update on your computer within seconds from changing on your phone”

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monday CRM: “It’s not only meeting our need for a CRM system; we also keep discovering other ways to use Monday.com. Because we can build it around what we need, we continue to find new uses for it as we go.”

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Salesforce Sales Cloud: “Nope”

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monday CRM: “Organization! Super helpful.”

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