# Best CRM Software for Small Business ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,605 ### Category Stats (Aug 2026) - **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 122,600+ Authentic Reviews - 1,605+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for CRM Software ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=6227&focus%5B%5D=506&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=128650&focus%5B%5D=1934&focus%5B%5D=3296&focus%5B%5D=166178) Highlighted products: HubSpot Sales Hub, Agentforce Sales (formerly Salesforce Sales Cloud), Pipedrive, monday CRM, Bigin by Zoho CRM, ActiveCampaign, Close, 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=activecampaign&focus%5B%5D=close&focus%5B%5D=attio&segment=small-business) **Sponsored** ### Kipu Kipu is the leader in behavioral health technology, powering more than 5 million episodes of care annually across 6,000+ facilities. As the first intelligent operating system built for behavioral health and powered by Kipu Helix™, our unified platform connects your entire patient journey—helping your organization reach more patients, maximize revenue, and protect compliance. One platform for EMR, CRM, RCM, GRC, and AI Workflows. Clinical Operations (EMR & Kipu Intelligence) Your record of truth for patient care, with an intuitive, customizable platform for documentation, treatment planning, scheduling, medication management, patient engagement, reporting, and outcomes tracking. Longitudinal View: Kipu EMR provides a more complete view of the patient journey across programs, levels of care, and locations, helping organizations improve continuity of care and operational visibility. AI Powered Workflows: Leverage AI-assisted documentation, chart review, note auditing, and workflow automation to reduce administrative burden and improve efficiency. Developed on Amazon Web Services (AWS) and backed by HITRUST and ISO/IEC 42001 certifications, it applies strict ethical, security, and governance standards to ensure every feature enhances, never replaces, clinical decision-making. Highlights: - Up to 40% growth in patient census reported by organizations using Kipu - Up to 42% overall time savings in clinical documentation and - Up to 67% time savings completing biopsychosocial assessments - 60–70% less time spent documenting new and existing clients  Growth & Admissions (CRM) Manage referrals, admissions, outreach, and patient engagement through workflows purpose-built for behavioral healthcare. Connected Journeys: Seamless integration with Kipu EMR connects the experience from initial contact through treatment. Alumni Engagement: Team Recovery extends support beyond discharge to cultivate long-term recovery communities. Highlights: - Supports more than 100,000 admissions annually - Purpose-built for behavioral health admissions and referral workflows - Connected patient journey from inquiry through long-term engagement Revenue & Financial Operations (RCM) Optimize financial performance and streamline claims management with integrated revenue cycle management, billing quality controls, and embedded patient payment solutions. Kipu Payments: Powered by Stripe, collect patient payments directly within one platform. Optional patient financing options available through Sunbit. Billing Audit Tool (BAT): Identify and fix billing issues before submission to accelerate payment timelines. Highlights: - Approximately 1.5 million claims submitted annually - Up to 99% Perfect Pass and Clean After Waystar Rate - Clearinghouse rejection rates as low as 0.44% - Payer rejection rates as low as 0.21% Compliance & Business Intelligence Stay continuously compliant, reduce institutional risk, and make data-driven operational decisions. Kipu GRC/Compliance: Simplify accreditation readiness (CARF/Joint Commission), regulatory compliance, and staff training. Kipu BI: Access customizable reporting and forecasting capabilities to improve clinic performance. Highlights: - The only patented compliance software purpose-built for behavioral health - 14,000+ regulatory requirements tracked and 600+ successful surveys supported - Up to 35% reduction in compliance administration time - 2,000+ data attributes available for reporting and analytics Security & Trust Security, privacy, and compliance are foundational to the Kipu platform. Kipu maintains HITRUST certification and supports thousands of behavioral healthcare organizations with secure, compliant workflows designed to protect sensitive patient information and meet evolving regulatory requirements. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-29T00%3A14%3A47Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=91759&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%2Fsmall-business&secure%5Btoken%5D=14f063eba0a3c059693b1ed3f62f2a3bb0ee50a2bb85958689663ce664ef8e98&secure%5Burl%5D=https%3A%2F%2Fwww.kipuhealth.com&secure%5Burl_type%5D=company_website) ### [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) 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:** 13,314 #### G2 Deal: Get the HubSpot Growth CRM Suite - 20% off HubSpot plans for the first year, then 10% off in perpetuity 20% off HubSpot plans for the first year, then 10% off in perpetuity [View this exclusive G2 deal](https://www.g2.com/deals/offers/00bb654b-4890-4cd1-8b1a-e16c1080357a?source=categories) #### 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](https://www.g2.com/sellers/hubspot) - **Company Website:** hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot 784,270 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7728cdccf3cd40d382e6159b493e5f6534eb2bfad47dc424c39639ed9e0ebf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F68529%2F&secure%5Burl_type%5D=linkedin_company_website) 12,158 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? **["HubSpot Sales Hub’s AI Turns CRM Data Into Actionable Outreach Lists Fast"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13338768)** **Rating:** 4.5/5.0 stars _— Alexa P._ [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13338768) **["Intuitive Interface and Flexible Data Management"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13233048)** **Rating:** 5.0/5.0 stars _— Taryn Q._ [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13233048) #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments - [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments - [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments ### [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) 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:** 24,693 #### G2 Deal: Save 25% on your first annual subscription Whether you’re ready to purchase today or prefer to try Essentials out for 14 days for free, you will receive 25% discount when you purchase via G2. Prior to 25% discount, plans start at $25/per user per month. **Price:** ~~Starting at $25/user/month~~ → Starting at $18.75/user/month [View this exclusive G2 deal](https://www.g2.com/deals/offers/188aef71-dca6-4425-a89d-e58531df63f5?source=categories) #### How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)? - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** www.salesforce.com - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce 579,511 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website) 83,223 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Medium, 34% Large #### What Do G2 Reviewers Say About Agentforce Sales (formerly 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 Salesforce Sales Cloud **highly complex** , especially during initial setup and customization, which can be time-consuming. - Users find the product **expensive** and suggest improving cost-effectiveness for better business adaptability. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **["Salesforce: The Ultimate CRM for Effortless Business Automation"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12156297)** **Rating:** 4.0/5.0 stars _— Akash S._ [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12156297) **["Agentforce Sales Centralizes Customer Data with Powerful Dashboards and Automation"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13227740)** **Rating:** 4.0/5.0 stars _— Javiera I._ [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13227740) #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 8 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### [Pipedrive](https://www.g2.com/products/pipedrive/reviews) Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales. **Average Rating:** 4.3/5.0 **Total Reviews:** 3,074 #### 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:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind Pipedrive? - **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive) - **Company Website:** www.pipedrive.com - **Year Founded:** 2010 - **HQ Location:** New York - **Twitter:** @pipedrive 14,355 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=593f28c37b331c98d518c81ecb518081b4eb6dcf79869bad97f35f51a7d3bcef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1876917%2F&secure%5Burl_type%5D=linkedin_company_website) 1,051 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Sales Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 71% Small, 23% 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? **["Visual Pipelines, Helpful AI Setup, and Great Value for New CRM Users"](https://www.g2.com/survey_responses/pipedrive-review-13260876)** **Rating:** 5.0/5.0 stars _— Gavin A._ [Read full review](https://www.g2.com/survey_responses/pipedrive-review-13260876) **["Well-Structured CRM That Makes Organising Sales Contacts Easy"](https://www.g2.com/survey_responses/pipedrive-review-13354512)** **Rating:** 5.0/5.0 stars _— Dave G._ [Read full review](https://www.g2.com/survey_responses/pipedrive-review-13354512) #### What Are G2 Users Discussing About Pipedrive? - [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments - [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 3 comments, 1 upvote - [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/what-is-pipedrive-used-for) - 2 comments ### [monday CRM](https://www.g2.com/products/monday-crm/reviews) 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:** 1,578 #### How Do G2 Users Rate monday CRM? - **Has the product been a good partner in doing business?:** 8.9/10 (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](https://www.g2.com/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b) - **Company Website:** monday.com - **Year Founded:** 2012 - **HQ Location:** Tel Aviv - **Twitter:** @mondaydotcom 40,761 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efcc1bc784d43448424f5b18a6e2f5d5488a066e911204b167572629a6d9b361&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmondaydotcom&secure%5Burl_type%5D=linkedin_company_website) 3,837 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, 21% 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 appreciate the **incredible customizability** of monday CRM, enabling tailored solutions for their unique business needs. - Users value the **automation features** of monday CRM, enhancing workflow efficiency and minimizing manual tasks. - Users love the **intuitive design** of monday CRM, making it easy to navigate and implement in their workflow. ##### Cons - Users find the **missing features** in monday CRM, like limited automation and columns, significantly hinder their workflows. - Users find the **learning curve steep** , particularly in connecting boards and fully integrating the system. - 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 monday CRM **expensive** , particularly challenging for smaller teams with tight budgets and rising subscription costs. #### What Are Recent G2 Reviews of monday CRM? **["Intuitive, User-Friendly CRM That Boosts Daily Productivity"](https://www.g2.com/survey_responses/monday-crm-review-13347198)** **Rating:** 5.0/5.0 stars _— Faris K._ [Read full review](https://www.g2.com/survey_responses/monday-crm-review-13347198) **["Highly Customizable CRM with Effortless Setup"](https://www.g2.com/survey_responses/monday-crm-review-11493042)** **Rating:** 5.0/5.0 stars _— Tanner N._ [Read full review](https://www.g2.com/survey_responses/monday-crm-review-11493042) #### What Are G2 Users Discussing About monday CRM? - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment ### [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) 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:** 872 #### 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](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho 137,880 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website) 30,766 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? **["Bigin’s Simple, Flexible CRM That Streamlines Our Entire Workflow"](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13236369)** **Rating:** 5.0/5.0 stars _— maza y._ [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13236369) **["Excellent CRM for Growing Businesses"](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13212566)** **Rating:** 5.0/5.0 stars _— vansh v._ [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13212566) #### What Are G2 Users Discussing About Bigin by Zoho CRM? - [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/discussions/what-is-the-difference-between-bigin-and-zoho-crm) - [Does Bigin integrate with Zoho CRM?](https://www.g2.com/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote - [What is Zoho Bigin?](https://www.g2.com/discussions/what-is-zoho-bigin) - 2 comments - [What is Bigin used for?](https://www.g2.com/discussions/what-is-bigin-used-for) - 1 comment ### [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) 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:** 14,249 #### 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](https://www.g2.com/deals/offers/debfa34b-992a-49e8-8acb-a4949ed66da9?source=categories) #### 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](https://www.g2.com/sellers/activecampaign) - **Company Website:** www.activecampaign.com - **Year Founded:** 2003 - **HQ Location:** Chicago, IL - **Twitter:** @ActiveCampaign 13,203 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ecaffa7a4dd54b3f72ef9abc63c48d5efe51974c2974dfaa5d09b34c1e0c97bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F221390%2F&secure%5Burl_type%5D=linkedin_company_website) 848 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 praise the **powerful and easy automation features** of ActiveCampaign, enhancing their workflow efficiency and organization. - Users love the **phenomenal automation features** of ActiveCampaign, enhancing email campaigns with effective segmentation and tailored messaging. - 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 express concerns about the **missing features** such as easy form building and custom date triggers. - Users find the **pricing steep** , especially for newer plans, which may be a barrier for some businesses. - 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? **["Automation That Runs Reliably"](https://www.g2.com/survey_responses/activecampaign-review-13366443)** **Rating:** 4.5/5.0 stars _— Micah J._ [Read full review](https://www.g2.com/survey_responses/activecampaign-review-13366443) **["ActiveCampaign gave us more control over personalization without pushing everything to development"](https://www.g2.com/survey_responses/activecampaign-review-13355817)** **Rating:** 5.0/5.0 stars _— Valeria B._ [Read full review](https://www.g2.com/survey_responses/activecampaign-review-13355817) #### What Are G2 Users Discussing About ActiveCampaign? - [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment - [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment - [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment - [Does ActiveCampaign have a CRM?](https://www.g2.com/discussions/does-activecampaign-have-a-crm) - 7 comments - [What is ActiveCampaign used for?](https://www.g2.com/discussions/what-is-activecampaign-used-for) - 20 comments ### [Close](https://www.g2.com/products/close/reviews) 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:** 2,064 #### 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](https://www.g2.com/deals/offers/9977c13f-e5ec-4adb-bbe2-063d2114e9e2?source=categories) #### 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](https://www.g2.com/sellers/close) - **Company Website:** close.com - **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](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8980b4bb0778d41500d3b100ba9f3961c87b6cc7fd74a5b1c0aa7775da9fc28&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2597204%2F&secure%5Burl_type%5D=linkedin_company_website) 213 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 76% 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 love the **simplicity and user-friendliness** of Close, making customer management and prospect tracking effortless. - Users appreciate the **enhanced communication management** features of Close, streamlining client interactions effectively and efficiently. - 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? **["Close CRM keeps us sharp, fast, and focused"](https://www.g2.com/survey_responses/close-review-11757558)** **Rating:** 5.0/5.0 stars _— Jose N._ [Read full review](https://www.g2.com/survey_responses/close-review-11757558) **["Best Cold Calling Software i have ever used"](https://www.g2.com/survey_responses/close-review-11465611)** **Rating:** 5.0/5.0 stars _— Adhiraj P._ [Read full review](https://www.g2.com/survey_responses/close-review-11465611) #### What Are G2 Users Discussing About Close? - [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments - [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment ### [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) 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:** 2,841 #### 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](https://www.g2.com/deals/offers/7f182259-022b-42ab-bcb8-edd22e562d93?source=categories) #### 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](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho 137,880 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website) 30,766 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? **["Zoho CRM: Customizable, Organized, and Automation-Driven for Efficient Sales"](https://www.g2.com/survey_responses/zoho-crm-review-13274373)** **Rating:** 5.0/5.0 stars _— Kartik S._ [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13274373) **["Zoho CRM Centralizes Data, Automates Workflows, and Delivers Powerful Insights"](https://www.g2.com/survey_responses/zoho-crm-review-13163763)** **Rating:** 4.5/5.0 stars _— Muhammed A._ [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13163763) #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote ### [Attio](https://www.g2.com/products/attio/reviews) 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:** 586 #### 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](https://www.g2.com/sellers/attio) - **Company Website:** attio.com - **Year Founded:** 2019 - **HQ Location:** London, GB - **Twitter:** @attio 12,873 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=59d91a99caf3f4b98cadb85c9613905352f5424a16e9375875ca7b824e53fd5a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fattio%2F&secure%5Burl_type%5D=linkedin_company_website) 174 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? **["Fast, Low-Friction CRM with Real-Time Visibility and Automatic Enrichment"](https://www.g2.com/survey_responses/attio-review-13177412)** **Rating:** 4.0/5.0 stars _— Frank W._ [Read full review](https://www.g2.com/survey_responses/attio-review-13177412) **["Simple, Cost-Effective CRM Solution"](https://www.g2.com/survey_responses/attio-review-13363010)** **Rating:** 5.0/5.0 stars _— Catarina C._ [Read full review](https://www.g2.com/survey_responses/attio-review-13363010) ### [HighLevel](https://www.g2.com/products/highlevel/reviews) 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:** 636 #### 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](https://www.g2.com/sellers/highlevel) - **Company Website:** gohighlevel.com - **Year Founded:** 2018 - **HQ Location:** Dallas, Texas - **Twitter:** @gohighlevel 8,862 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=089a0fc65d9582c7686e98c3d2241d83a7dea5d7f4dda4b2af2942b3940a420d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhighlevel%2F&secure%5Burl_type%5D=linkedin_company_website) 2,407 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? **["Outstanding C \*\*\*\*\* 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email"](https://www.g2.com/survey_responses/highlevel-review-12853292)** **Rating:** 5.0/5.0 stars _— Joe G._ [Read full review](https://www.g2.com/survey_responses/highlevel-review-12853292) **["Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM"](https://www.g2.com/survey_responses/highlevel-review-13050560)** **Rating:** 5.0/5.0 stars _— Marque C._ [Read full review](https://www.g2.com/survey_responses/highlevel-review-13050560) #### What Are G2 Users Discussing About HighLevel? - [How are other agencies working around HighLevel’s limits for bigger or more custom clients?](https://www.g2.com/discussions/how-are-other-agencies-working-around-highlevel-s-limits-for-bigger-or-more-custom-clients) - 3 comments, 1 upvote - [Has pricing and “hidden” add‑ons changed how you package HighLevel to your own clients?](https://www.g2.com/discussions/has-pricing-and-hidden-add-ons-changed-how-you-package-highlevel-to-your-own-clients) - 1 comment - [What tips do you have for keeping email and SMS healthy when the tech side feels fragile?](https://www.g2.com/discussions/what-tips-do-you-have-for-keeping-email-and-sms-healthy-when-the-tech-side-feels-fragile) - 1 comment, 1 upvote - [How are you handling HighLevel’s steep learning curve without losing days of billable time?](https://www.g2.com/discussions/how-are-you-handling-highlevel-s-steep-learning-curve-without-losing-days-of-billable-time) - 1 comment - [Unstable workflows and random glitches slow down client work and force me to recheck everything](https://www.g2.com/discussions/unstable-workflows-and-random-glitches-slow-down-client-work-and-force-me-to-recheck-everything) - 1 comment, 1 upvote ### [EngageBay](https://www.g2.com/products/engagebay/reviews) 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:** 724 #### 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](https://www.g2.com/deals/offers/d70f3c88-885f-42cd-9af5-c2304821c584?source=categories) #### 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](https://www.g2.com/sellers/engagebay-inc) - **Company Website:** www.engagebay.com - **Year Founded:** 2018 - **HQ Location:** Wilmington, Delaware - **Twitter:** @engagebay 16,866 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=965c404b58b2662271f49fe02e57d76d57f72941fa4b3b5af0bab064b4cc2b55&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13655085%2F&secure%5Burl_type%5D=linkedin_company_website) 54 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Marketing Manager, Founder - **Top Industries:** Information Technology and Services, Staffing and Recruiting - **Company Size:** 69% Small, 31% 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? **["EngageBay Keeps Contacts and Email Campaigns Organized in One Place"](https://www.g2.com/survey_responses/engagebay-review-13370173)** **Rating:** 4.5/5.0 stars _— Nitish K._ [Read full review](https://www.g2.com/survey_responses/engagebay-review-13370173) **["Effortless Automated Follow-Ups and Helpful Email Tracking"](https://www.g2.com/survey_responses/engagebay-review-13362881)** **Rating:** 4.5/5.0 stars _— Margaret D._ [Read full review](https://www.g2.com/survey_responses/engagebay-review-13362881) #### What Are G2 Users Discussing About EngageBay? - [What is EngageBay All-in-One Suite used for?](https://www.g2.com/discussions/what-is-engagebay-all-in-one-suite-used-for) ### [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) Trusted by over 500,000 businesses worldwide, Brevo (formerly Sendinblue) is the affordable, all-in-one marketing and CRM stack that helps growing businesses scale faster. It's easy to use and suitable for companies of all sizes. Build lasting customer relationships with Brevo's flexible toolkit. Products range from marketing to sales, chat, and transactional emails. Choose what you need — and only pay for what you use. Here are just some of the things you can do with Brevo: - Run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads - Trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs - Automate marketing activities to deliver the right message at the right time, and efficiently manage your audience - Reduce the number of marketing and sales apps — and get a full view of customer interactions with tools that talk to each other - Engage customers in real-time and reply to FAQs 24/7 with live chat and chatbot - Track leads, automate tasks, and schedule meetings with the Brevo Sales Platform - Connect your e-commerce store to track web sales and use the Retention analysis to improve your marketing strategy. - Talk to customers anytime, anywhere with Brevo’s cloud-based phone system Learn more and start for free at https://www.brevo.com/products/marketing-platform/ Get a custom quote: https://www.brevo.com/plus/contact/ **Average Rating:** 4.5/5.0 **Total Reviews:** 2,485 #### How Do G2 Users Rate Brevo Marketing Platform? - **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 Marketing Platform? - **Seller:** [Brevo](https://www.g2.com/sellers/brevo) - **Company Website:** www.brevo.com - **Year Founded:** 2012 - **HQ Location:** Paris - **Twitter:** @brevo\_official 16,032 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb1865e18004827ab2ea39c9799da0a35d0ec34e5b444058766b28b4d23a58f0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbrevo%2F&secure%5Burl_type%5D=linkedin_company_website) 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 Marketing Platform? _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 find Brevo Marketing Platform's **easy setup** and automation features greatly enhance their email marketing experience. - Users appreciate the **easy campaign scheduling** and automation features of Brevo, making email marketing efficient and effective. - Users appreciate the **intuitive interface** of Brevo, making it easy for newcomers to navigate and utilize effectively. - Users appreciate the **responsive customer support** of Brevo, enhancing their overall experience with the marketing platform. ##### 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 **learning curve steep** initially, with some features feeling unintuitive for beginners. - Users find the **limited customization** options restrict their ability to create unique and visually appealing designs. - Users find Brevo Marketing Platform **expensive** , especially with rising SMS costs and navigating complex pricing tiers. #### What Are Recent G2 Reviews of Brevo Marketing Platform? **["Email marketing and marketing automation software that offers great value for growing businesses."](https://www.g2.com/survey_responses/brevo-marketing-platform-review-7612558)** **Rating:** 5.0/5.0 stars _— Ana T._ [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-7612558) **["WooCommerce data flows into Brevo without building another integration"](https://www.g2.com/survey_responses/brevo-marketing-platform-review-13148712)** **Rating:** 4.5/5.0 stars _— Alamgir H._ [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-13148712) #### What Are G2 Users Discussing About Brevo Marketing Platform? - [What is Sendinblue used for?](https://www.g2.com/discussions/brevo-marketing-platform-what-is-sendinblue-used-for) - 1 comment, 1 upvote - [Is Sendinblue free?](https://www.g2.com/discussions/is-sendinblue-free) - 6 comments - [What is Sendinblue email?](https://www.g2.com/discussions/what-is-sendinblue-email) - 1 comment - [What is Sendinblue?](https://www.g2.com/discussions/what-is-sendinblue) - 1 comment ### [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) 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:** 513 #### 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](https://www.g2.com/deals/offers/11ec4096-d439-4044-ae08-319b2f7fb8c4?source=categories) #### 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](https://www.g2.com/sellers/capsule-e141d0ba-26b3-4a7a-ae6c-2531a3dc3de4) - **Company Website:** capsulecrm.com - **Year Founded:** 2007 - **HQ Location:** Manchester, GB - **Twitter:** @CapsuleCRM 5,249 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2069cf115d88637dd34d8e826d5843bf88fb6e8d8a66ed7764a7d98f3e237080&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F200221%2F&secure%5Burl_type%5D=linkedin_company_website) 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? **["Simple, Clear Structure That Keeps Our Business on Track"](https://www.g2.com/survey_responses/capsule-crm-review-13273720)** **Rating:** 5.0/5.0 stars _— Jaanika O._ [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13273720) **["Capsule CRM - Great CRM"](https://www.g2.com/survey_responses/capsule-crm-review-9409988)** **Rating:** 5.0/5.0 stars _— Nada M._ [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-9409988) #### What Are G2 Users Discussing About Capsule CRM? - [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment - [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment - [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment - [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) - 1 comment - [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) - 1 comment ### [Nutshell](https://www.g2.com/products/nutshell/reviews) Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,426 #### How Do G2 Users Rate Nutshell? - **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:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Nutshell? - **Seller:** [Nutshell](https://www.g2.com/sellers/nutshell) - **Company Website:** www.nutshell.com - **Year Founded:** 2009 - **HQ Location:** Ann Arbor, Michigan - **Twitter:** @nutshell 2,794 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9251047849ae0bf5895a9d04882f4c03d2f5b824668a7735584bbaaad8738f8e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwebfxinc%2F&secure%5Burl_type%5D=linkedin_company_website) 1,238 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 73% Small, 18% Medium #### What Do G2 Reviewers Say About Nutshell? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Nutshell, keeping everything organized in one application effortlessly. - Users find Nutshell to be a **reliable and intuitive tool** that simplifies tracking and managing admissions efficiently. - Users love the **powerful email marketing tools** in Nutshell, noting their ease of use and effective tracking capabilities. - Users praise Nutshell's **exceptional customer support** , highlighting prompt issue resolution and helpful educational resources. - Users find Nutshell to be **intuitive and easy to use** , enhancing collaboration and daily sales activity management. ##### Cons - Users find **missing features** like better task differentiation and automations hinder efficiency and usability in Nutshell. - Users find Nutshell's **limited features** in customization and integrations somewhat restrictive for their business needs. - Users find **limited customization** in Nutshell, especially for mobile features and email templates, impacting user experience. - Users find the **steep learning curve** of Nutshell frustrating due to frequent feature changes and layout complications. - Users experience **email integration issues** occasionally, requiring cleanup of incorrect leads and dealing with duplicate notifications. #### What Are Recent G2 Reviews of Nutshell? **["Perfect for a one-man-show!"](https://www.g2.com/survey_responses/nutshell-review-4955887)** **Rating:** 5.0/5.0 stars _— Tom B._ [Read full review](https://www.g2.com/survey_responses/nutshell-review-4955887) **["Managing projects and client relationships feels much more organized"](https://www.g2.com/survey_responses/nutshell-review-13074453)** **Rating:** 5.0/5.0 stars _— Omar S._ [Read full review](https://www.g2.com/survey_responses/nutshell-review-13074453) ### [LocaliQ](https://www.g2.com/products/localiq/reviews) LocaliQ is how businesses attract and retain ideal customers. The marketing platform helps businesses grow faster with a suite of AI lead management and digital agents, marketing automation, omnichannel campaign management, advanced reporting, and expert-led services. The technology allows customers to optimize ad spend in real-time across multiple channels, saving time and ensuring real results. Dash is LocaliQ’s AI-powered lead management SaaS solution designed to help businesses convert more leads into customers, faster and more efficiently. With automated lead scoring, follow-ups, and reporting, plus advanced AI agents and an included SMS conversational tool, Dash streamlines workflows, eliminates manual tasks, and helps to boost revenue for businesses of all sizes. Integrated with LocaliQ’s AI marketing platform, Dash enables businesses to enhance customer experiences, automate workflows, and save time to focus on growing their business. LocaliQ's products and services include: -AI Agents (Voice, SMS, and live chat) -Marketing Automation -Lead Management Software -Lead Scoring -Live Chat -SMS Marketing -Social Media Marketing -Cross-Channel Advertising -Paid Search Advertising -Marketing Analytics -Social Media Advertising -Display Advertising -Video Advertising -Targeted Email Marketing -Multi-Listings Management -SEO Tools -Websites & Landing Pages -Custom Promotions Gannett is now USA TODAY Co. In order to align all digital marketing solutions under a single brand identity, the ReachLocal, WordStream, and ThriveHive brands were consolidated under the LocaliQ name. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,064 #### How Do G2 Users Rate LocaliQ? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind LocaliQ? - **Seller:** [USA TODAY Co.](https://www.g2.com/sellers/usa-today-co) - **Company Website:** www.gannett.com - **Year Founded:** 1906 - **HQ Location:** Gannett Co., Inc. 1675 Broadway, 23rd Floor New York, NY 10019 - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65dc8c58123a4e0b1575ef00b11f1e89f596276532208c053019987fa8bf6ce2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgannett%2F&secure%5Burl_type%5D=linkedin_company_website) 5,795 employees on LinkedIn® - **Ownership:** NYSE: GCI #### Who Uses This Product? - **Who Uses This:** Owner, Marketing Manager - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 71% Small, 25% Medium #### What Do G2 Reviewers Say About LocaliQ? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **exceptional customer support** from LocaliQ, noting their responsiveness, personalization, and strategic guidance. - Users value the **responsive team communication** and ease of use that LocaliQ consistently provides during marketing efforts. - Users value the **team's helpfulness** , noting their genuine care and proactive support for achieving success. - Users highlight the **significant business growth** achieved with LocaliQ, boosting leads and enhancing marketing strategies effectively. - Users appreciate the **ease of use** of LocaliQ, streamlining target audience selection and campaign management effortlessly. ##### Cons - Users find LocaliQ **expensive** , emphasizing the challenge of high costs for small businesses with limited budgets. - Users find the **high costs** of LocaliQ challenging, especially for small businesses with limited budgets. - Users express concern over **limited features** in LocaliQ, impacting lead quality and regional support. - Users face a **lack of customer support** with LocaliQ, resulting in a challenging learning experience. - Users report **overpromised sales results** with vague metrics and aggressive upselling tactics, leading to dissatisfaction. #### What Are Recent G2 Reviews of LocaliQ? **["A Trusted Partner in Growing My Business"](https://www.g2.com/survey_responses/localiq-review-13170809)** **Rating:** 5.0/5.0 stars _— Michael W._ [Read full review](https://www.g2.com/survey_responses/localiq-review-13170809) **["Across the Board campaigns for online advertisers."](https://www.g2.com/survey_responses/localiq-review-13177634)** **Rating:** 4.0/5.0 stars _— Rob A._ [Read full review](https://www.g2.com/survey_responses/localiq-review-13177634) #### What Are G2 Users Discussing About LocaliQ? - [What is WordStream used for?](https://www.g2.com/discussions/what-is-wordstream-used-for) - [What is ReachEdge used for?](https://www.g2.com/discussions/what-is-reachedge-used-for) - 1 comment - [What is LOCALiQ?](https://www.g2.com/discussions/what-is-localiq) - 1 comment, 1 upvote - [What happened to ThriveHive?](https://www.g2.com/discussions/what-happened-to-thrivehive) - 1 comment - [What does ThriveHive do?](https://www.g2.com/discussions/what-does-thrivehive-do) - 1 comment - ‹ Prev ‹ Prev - 1 - [2](/categories/crm/small-business?order=g2_score&page=2#product-list) - [3](/categories/crm/small-business?order=g2_score&page=3#product-list) - [4](/categories/crm/small-business?order=g2_score&page=4#product-list) - [5](/categories/crm/small-business?order=g2_score&page=5#product-list) - … - [12](/categories/crm/small-business?order=g2_score&page=12#product-list) - [13](/categories/crm/small-business?order=g2_score&page=13#product-list) - [Next › Next ›](/categories/crm/small-business?order=g2_score&page=2#product-list) Spotlight Categories [Inbound Call Tracking Software](https://www.g2.com/categories/inbound-call-tracking) [E-Signature Software](https://www.g2.com/categories/e-signature) [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) [Lead Intelligence Software](https://www.g2.com/categories/lead-intelligence) [Core HR Software](https://www.g2.com/categories/core-hr) Similar Categories - [Sales Compensation](/categories/sales-compensation) - [AI Sales Assistant](/categories/ai-sales-assistant) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) - [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i) [Browse CRM Themes](/categories/crm/themes)