# Best CRM Software for Small Business - Page 10

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,108

### 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
- 122,200+ Authentic Reviews
- 1,108+ 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=576)

Highlighted products: HubSpot Sales Hub, Agentforce Sales (formerly Salesforce Sales Cloud), Pipedrive, monday CRM, Bigin by Zoho CRM, ActiveCampaign, Close, and Zoho CRM.

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=zoho-crm&segment=small-business)

**Sponsored**

### SAP Sales Cloud

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-13T17%3A36%3A59Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%2Fsmall-business%3Fattributes%25255B15%25255D%3D35%26page%3D10%26selected_view%3Dgrid&secure%5Btoken%5D=65218ef0abab769bbef612f1cc38fc1e6683866a4dfba1a90f05fdb93e183585&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2025%2F01%2Fcc18428e-ee7e-0010-bca6-c68f7e60039b.html%3Fcampaigncode%3DCRM-YD25-CEX-407334%26source%3DSALES-click-campaign-G2&secure%5Burl_type%5D=custom_url)

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

At last, a CRM solution that truly adapts to your needs. Efficy is a major player in the European CRM market. With our personalised range of solutions, we're already trusted by over 13.500 clients and 330.000 users across 60 countries. We want to help our clients succeed by providing the tools they need to make their employees’ work easier, and their customers happier. Our CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system. Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy CRM. Boost your commercial efforts with our AI-based contact enrichment tool. By analyzing emails, it automatically fills in missing information about your prospects and clients, such as their job title, company, or contact details. Thanks to this analysis, our solution can naturally trigger workflows to automate tasks, alert certain users via notifications, and much more. Discover our artificial intelligence solution that analyzes the emotions expressed by your customers in the emails they send you or the support tickets created on your client portal. By quickly interpreting whether a sentiment is positive, negative, or neutral, you can proactively respond to the needs and concerns of your clientele.

**Average Rating:** 4.5/5.0

**Total Reviews:** 101

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

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (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 Efficy CRM?

- **Seller:** [Efficy](https://www.g2.com/sellers/efficy)
- **Year Founded:** 2005
- **HQ Location:** Brussels, Belgium
- **Twitter:** @efficy\_en  
1,043 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0a12b4a7af6dfc59a60e6a40a65f6610f37597d9b6d76cca00314cdd4a4d2db6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F133084%2F&secure%5Burl_type%5D=linkedin_company_website)  
407 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 47% Medium, 44% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Efficy CRM, enhancing productivity and simplifying their daily operations.
- Users appreciate the **efficiency** of Efficy CRM, finding it easy and fast to manage their tasks effectively.
- Users value the **easy customization** of Efficy CRM, enabling tailored solutions that boost productivity and support growth.
- Users value the **responsive customer support** of Efficy CRM, enhancing their overall experience and satisfaction.
- Users appreciate the **feature richness** of Efficy CRM, enabling customization and enhancing productivity across various needs.

##### Cons

- Users note a **steeper learning curve** with Efficy CRM, which can be overwhelming for newcomers seeking ease of use.
- Users find Efficy CRM to be **quite expensive** , particularly challenging for small firms to justify the cost.
- Users often face **bugs and page crashes** , leading to frustrating experiences and hindered project management efficiency.
- Users note that the **user interface and experience need improvement** , particularly regarding customization and performance issues.
- Users often face **error handling issues** , including slow page loads and difficulties with updates and changes.

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

**["Efficy CRM review"](https://www.g2.com/survey_responses/efficy-crm-review-10384116)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/efficy-crm-review-10384116)

**["Efficy: An Efficient CRM for your business"](https://www.g2.com/survey_responses/efficy-crm-review-10385652)**

**Rating:** 4.5/5.0 stars

_— Dhruv D._

[Read full review](https://www.g2.com/survey_responses/efficy-crm-review-10385652)

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

- [What does Efficy Crm do?](https://www.g2.com/discussions/what-does-efficy-crm-do)
- [What is the use of CRM software?](https://www.g2.com/discussions/what-is-the-use-of-crm-software)
- [What is CRM and its functions?](https://www.g2.com/discussions/what-is-crm-and-its-functions)

### [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews)

NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.

**Average Rating:** 4.2/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate Pershing Financial Services?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Pershing Financial Services?

- **Seller:** [Pershing a BNY Mellon](https://www.g2.com/sellers/pershing-a-bny-mellon)
- **Year Founded:** 1939
- **HQ Location:** Jersey City, New Jersey
- **Twitter:** @Pershing  
7,117 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f0163ce4c182714b24736c5232de859ba769b1d802c648870bd860aaaca3377&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpershing-a-bny-mellon-company%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Information Technology and Services
- **Company Size:** 41% Large, 29% Small

#### What Are Recent G2 Reviews of Pershing Financial Services?

**["Good trading platform"](https://www.g2.com/survey_responses/pershing-financial-services-review-6967965)**

**Rating:** 4.0/5.0 stars

_— Brooke B._

[Read full review](https://www.g2.com/survey_responses/pershing-financial-services-review-6967965)

**["Community Sales Advisor"](https://www.g2.com/survey_responses/pershing-financial-services-review-7872227)**

**Rating:** 5.0/5.0 stars

_— Lonell R._

[Read full review](https://www.g2.com/survey_responses/pershing-financial-services-review-7872227)

#### What Are G2 Users Discussing About Pershing Financial Services?

- [What is NetX360 used for?](https://www.g2.com/discussions/what-is-netx360-used-for)

### [PlanPlus Online](https://www.g2.com/products/complete-xrm-planplus-online/reviews)

PlanPlusOnline is a superior productivity CRM suite that offers best in class task management combined with Group Calendaring, Contact Management, Sales Automation, and Customization to rival the best custom applications. It is based on timeless principles of effectiveness developed inside of FranklinCovey and built over decades of practical application. The Implementations focus on building a Culture of Productivity and adapts the tool to your specific organization's desired culture.

**Average Rating:** 4.7/5.0

**Total Reviews:** 32

#### How Do G2 Users Rate PlanPlus Online?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind PlanPlus Online?

- **Seller:** [PlanPlus Online](https://www.g2.com/sellers/planplus-online)
- **Year Founded:** 2003
- **HQ Location:** Salt Lake City, Utah
- **Twitter:** @PlanPlus  
1,168 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=453517c51961d014efee61c334571714c1b825daaf61553c4b832016c8d89228&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3186299%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 69% Small, 22% Medium

#### What Are Recent G2 Reviews of PlanPlus Online?

**["The best assistant that allows me to integrate with other systems."](https://www.g2.com/survey_responses/planplus-online-review-2437399)**

**Rating:** 4.5/5.0 stars

_— Quiana J. B._

[Read full review](https://www.g2.com/survey_responses/planplus-online-review-2437399)

**["Easy to use and very customizable"](https://www.g2.com/survey_responses/planplus-online-review-6604842)**

**Rating:** 4.5/5.0 stars

_— Manmeet V._

[Read full review](https://www.g2.com/survey_responses/planplus-online-review-6604842)

#### What Are G2 Users Discussing About PlanPlus Online?

- [What is PlanPlus Online used for?](https://www.g2.com/discussions/what-is-planplus-online-used-for)

### [Positive User](https://www.g2.com/products/positive-user/reviews)

Part of Positive’s digital marketing ecosystem, Positive User is the customer engagement platform built to bridge the gap between tools that are too limited for growth and platforms that are too complex and expensive. One platform. Every channel. One customer profile. Email, SMS, WhatsApp, web push, in-app, chat, landing pages, CRM, and automation: what five different vendors usually sell you, working from a single login. Marketing, sales, and customer service teams across Europe use Positive User to orchestrate the full customer journey, from first contact to loyalty, without technical barriers. What makes us different: -Clean and intuitive by design: drag-and-drop builder, ready-made automation scenarios, and onboarding AI who do the heavy lifting with you - Powerful enough to scale without limits: advanced workflows, granular segmentation and behavioral triggers -AI-native from day one: Uma, our always-on AI assistant, is embedded directly in your workflow so you can access data and uncover insights in natural language, instantly -Built and hosted in Europe: 100% European infrastructure, teams, and data governance, under European law -Human at the core: multilingual support, local teams, and strategic guidance from people who know your market Our team consists of people who always reach out for more and don’t understand the meaning of the word ‘impossible’. Trusted by 100,000+ businesses across Europe. From independent founders to companies serving millions of customers. To learn more visit: https://user.com/

**Average Rating:** 4.3/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate Positive User?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 6.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Positive User?

- **Seller:** [Positive User](https://www.g2.com/sellers/positive-user)
- **Year Founded:** 2016
- **HQ Location:** Paris, FR
- **Twitter:** @user\_com\_app  
6,263 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=70a50bafdda6c7c884c51ce22a55aa41734c9b2cfedfb7901c2703a98a724261&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fuser-com%2F&secure%5Burl_type%5D=linkedin_company_website)  
72 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 76% Small, 18% Medium

#### What Do G2 Reviewers Say About Positive User?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **effortless automation** capabilities of User.com, streamlining marketing operations and saving significant time.
- Users value the **automation features** of User.com, enabling efficient campaign management and seamless engagement across channels.
- Users commend the **ease of use** of User.com, highlighting its intuitive setup and streamlined marketing processes.
- Users appreciate the **easy implementation** of User.com, allowing for a quick and straightforward setup process for marketing automation.
- Users appreciate the **easy setup** of User.com, enabling quick onboarding and seamless integration with existing tools.

##### Cons

- Users face **automation complexity** in Positive User, struggling with advanced setups and overwhelming features for new users.
- Users find the **automation limitations** in Positive User hinder complex workflows, requiring cumbersome workarounds for advanced scenarios.
- Users experience **occasional glitches** with email delivery and integrations that hinder workflow efficiency.
- Users find the **learning curve steep** with User.com due to complex features and automation setups for new users.
- Users note a **lack of advanced customization** in workflow options, limiting complex automation abilities and user journeys.

#### What Are Recent G2 Reviews of Positive User?

**["Comprehensive CRM and Automation, Needs Enhanced Insights"](https://www.g2.com/survey_responses/positive-user-review-12532905)**

**Rating:** 4.0/5.0 stars

_— Udaya D._

[Read full review](https://www.g2.com/survey_responses/positive-user-review-12532905)

**["Perfect Fit for DACH B2B Sales Compliance"](https://www.g2.com/survey_responses/positive-user-review-12983474)**

**Rating:** 4.0/5.0 stars

_— Verified User in Building Materials_

[Read full review](https://www.g2.com/survey_responses/positive-user-review-12983474)

#### What Are G2 Users Discussing About Positive User?

- [What does User.Com do?](https://www.g2.com/discussions/what-does-user-com-do) - 1 comment
- [What is UserEngage?](https://www.g2.com/discussions/what-is-userengage)
- [Is User com good?](https://www.g2.com/discussions/is-user-com-good) - 1 comment
- [Is user com a CRM?](https://www.g2.com/discussions/is-user-com-a-crm)

### [LeadSquared Sales CRM](https://www.g2.com/products/leadsquared-sales-crm/reviews)

LeadSquared Sales CRM is our core sales execution product, built to support inside sales, call center, and field sales teams in managing leads, tracking pipeline activity, and closing deals from a single platform. It functions as the central hub that our other modules — marketing, mobile, service — connect into. We cover several areas of the sales process. Our lead management handles capturing leads from various sources, qualifying and scoring them automatically, and routing them to the appropriate rep or team based on configurable rules. We give sales reps a "Smart Views" interface intended to show them a prioritized list of just their own tasks and leads, rather than a cluttered general view. Our opportunity management lets teams track deals with higher revenue potential separately from standard leads, including mapping multiple opportunities tied to the same account. We've built in communication tools including click-to-call dialing with call logging, and messaging via email, WhatsApp, and SMS, with the ability to send bulk campaigns or automated replies and track engagement on individual messages. Our no-code workflow builder lets admins configure sales processes — approvals, follow-up sequences, notifications — without needing developer involvement, and we support multiple concurrent sales processes for organizations running several product lines or teams. For field-based reps, our CRM includes the mobile app functionality we described above (territory management, GPS tracking, beat planning). Our reporting and dashboards cover call volume and connect rates, conversation tracking (opens/clicks on emails and messages), revenue by rep or region, and sales closure against targets, with role-based access so different teams see relevant views. We integrate with third-party tools spanning WhatsApp Business API, analytics platforms, telephony providers, payment gateways, and meeting schedulers. We typically price this product on a per-user, per-month basis, and we publish a separate pricing page for specific tiers. We market this product broadly across industries including education, financial services, healthcare, real estate, and automotive, and cite customers from various NBFCs and educational institutions in our case studies.

**Average Rating:** 4.5/5.0

**Total Reviews:** 294

#### How Do G2 Users Rate LeadSquared Sales CRM?

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

#### Who Is the Company Behind LeadSquared Sales CRM?

- **Seller:** [LeadSquared](https://www.g2.com/sellers/leadsquared)
- **Year Founded:** 2011
- **HQ Location:** Bangalore
- **Twitter:** @LeadSquared  
1,470 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ad5ab27826d6eabef0bbaf2f637d5ec31d28b4b1c1d762bc6bae650ab0d5756f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2502171%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,060 employees on LinkedIn®
- **Phone:** 848-248-4002

#### Who Uses This Product?

- **Who Uses This:** Inside sales specialist, Business Analyst
- **Top Industries:** Education Management, Financial Services
- **Company Size:** 54% Medium, 28% Large

#### What Do G2 Reviewers Say About LeadSquared Sales CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficient lead management** of LeadSquared, enhancing organization and reducing manual tasks in their sales process.
- Users find LeadSquared Sales CRM to be highly **user-friendly** , simplifying workflows and enhancing productivity in sales management.
- Users value the **efficient lead generation** capabilities of LeadSquared, enhancing tracking and nurturing throughout the sales process.
- Users commend the **efficiency** of LeadSquared Sales CRM, which streamlines tasks and automates reminders for better productivity.
- Users find the **intuitive interface** of LeadSquared makes managing leads and workflows effortless and efficient.

##### Cons

- Users experience **slow loading** issues and delays in customer support responses, impacting efficiency and frustration during usage.
- Users experience a **steep learning curve** with LeadSquared due to its initial lack of intuitiveness and slow performance.
- Users often experience **slow performance** with LeadSquared, particularly when handling large datasets or facing server issues.
- Users point out the **missing AI integration** in LeadSquared Sales CRM, alongside performance and reporting limitations affecting usability.
- Users find the **slow speed** of LeadSquared Sales CRM frustrating, especially when managing complex automations and large data.

#### What Are Recent G2 Reviews of LeadSquared Sales CRM?

**["Simplifies Lead Tracking Across Multiple Channels"](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013)**

**Rating:** 4.5/5.0 stars

_— Megha A._

[Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013)

**["Simple, Time-Saving Tool"](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13077867)**

**Rating:** 5.0/5.0 stars

_— Vikas G._

[Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13077867)

#### What Are G2 Users Discussing About LeadSquared Sales CRM?

- [What is LeadSquared Sales + Mobile CRM used for?](https://www.g2.com/discussions/what-is-leadsquared-sales-mobile-crm-used-for) - 3 comments
- [Is LeadSquared a good company?](https://www.g2.com/discussions/is-leadsquared-a-good-company) - 2 comments
- [What is Mobile CRM and why is it important?](https://www.g2.com/discussions/what-is-mobile-crm-and-why-is-it-important) - 1 comment
- [How much is LeadSquared?](https://www.g2.com/discussions/how-much-is-leadsquared)
- [What is CRM in LeadSquared?](https://www.g2.com/discussions/what-is-crm-in-leadsquared)

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

Open Source CRM application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities - all in an easy and intuitive interface.

**Average Rating:** 4.5/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate EspoCRM?

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

#### Who Is the Company Behind EspoCRM?

- **Seller:** [EspoCRM](https://www.g2.com/sellers/espocrm)
- **Year Founded:** 2014
- **HQ Location:** Chernivtsi, Ukraine
- **Twitter:** @EspoCRM  
669 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0e1bda799fbc016b5e79b816afd69a151a2c8c87ce38d54594ab9f8e1df7198a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5238217%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 62% Small, 24% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **code-free customization** of EspoCRM, enabling intuitive and efficient workflow creation without technical knowledge.
- Users value the **easy and code-free customization** in EspoCRM, enabling quick adjustments for non-technical users.
- Users appreciate the **code-free automation** in EspoCRM, enabling quick and intuitive workflow customization for non-technical users.
- Users love the **code-free customization** of EspoCRM, enabling intuitive and quick workflow creation for non-technical users.
- Users enjoy the **ease of learning** with EspoCRM, appreciating intuitive customization and quick workflow creation without coding.

##### Cons

- Users struggle with **email integration issues** , requiring third-party tools for essential features in EspoCRM.
- Users find that **advanced features require technical expertise** , making effective implementation a challenge for some.
- Users face **integration issues** with EspoCRM, requiring third-party tools for SMS and dynamic segments, complicating processes.
- Users find it difficult that **SMS follow-ups and dynamic segment creation** require third-party tools, complicating lead management.
- Users struggle with **missing features** in EspoCRM, requiring third-party tools for essential follow-up and segmentation tasks.

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

**["Highly Customizable CRM Perfect for Design Workflows"](https://www.g2.com/survey_responses/espocrm-review-12912527)**

**Rating:** 4.0/5.0 stars

_— Bo L._

[Read full review](https://www.g2.com/survey_responses/espocrm-review-12912527)

**["Tailor-Made for Data Privacy, But Lacks Advanced Analytics"](https://www.g2.com/survey_responses/espocrm-review-12930345)**

**Rating:** 4.0/5.0 stars

_— Thurston B._

[Read full review](https://www.g2.com/survey_responses/espocrm-review-12930345)

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

- [What is self hosted CRM?](https://www.g2.com/discussions/what-is-self-hosted-crm) - 1 comment
- [How do I set up EspoCRM?](https://www.g2.com/discussions/how-do-i-set-up-espocrm) - 1 comment
- [How do you use ESPO CRM?](https://www.g2.com/discussions/how-do-you-use-espo-crm)
- [Is EspoCRM legit?](https://www.g2.com/discussions/is-espocrm-legit)

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

Zixflow redefines how we manage & engage contacts. It's agile, customizable, and AI-driven. A unified workspace to shape your CRM, automate workflows, and drive engagement through Email, SMS & WhatsApp. What makes Zixflow different? ✅ Sleek and user-friendly UI ✅ All-in-one workspace ✅ Highly customizable for diverse use cases ✅ Transparent pricing and pay-as-you-go for campaigns ✅ Make engagement and automation flows seamlessly ✅ Zixflow AI to work for you ✅ Robust data security and precise user permission control What's Inside Zixflow? 📍 Track interactions with your customers 📍 Create contact lists for every use case 📍 Visualize data with table and kanban views 📍 Run outreach campaigns via SMS, Email, and WhatsApp 📍 Manage replies in a unified inbox 📍 Easily find and verify email addresses 📍 Capture leads with sleek and modern forms 📍 Zixflow AI for custom fields, personalization, and spontaneous ice-breakers 📍 Automate with cadences and workflow automation

**Average Rating:** 4.9/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Zixflow?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Zixflow?

- **Seller:** [Prem](https://www.g2.com/sellers/prem)
- **HQ Location:** Delaware, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=85849358ee2b8dcda8f365a3a1c08ca04fa620bde3806042a764614e66562cf9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalessimplify&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 79% Small, 17% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customizability** of Zixflow, enhancing data with verified emails and personalized AI fields.
- Users value Zixflow for its **data accuracy** , enhancing their experience with verified emails and custom AI fields.
- Users find Zixflow to be **user-friendly** , enjoying seamless navigation between modules once accustomed to the system.
- Users praise Zixflow for its **easy tracking** of leads, enhancing organization and support for effective lead nurturing.
- Users appreciate the **intuitive interface** of Zixflow, enabling seamless navigation between modules once familiarized.

##### Cons

- Users report frequent issues with the **email finder and validation** , resulting in invalid addresses being identified.
- Users experience **data inaccuracy** with Zixflow, as email finder often fails to validate or find correct addresses.
- Users often face issues with the **email finder and validation** , leading to invalid email address returns.
- Users report that the **email finder and validation** occasionally fail to retrieve valid email addresses, causing frustration.
- Users find the **learning curve challenging** , but appreciate the detailed help center for guidance in navigating the platform.

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

**["Streamlining Workflow: A Comprehensive Review of ZixFlow's Efficiency and Functionality"](https://www.g2.com/survey_responses/zixflow-review-9222511)**

**Rating:** 5.0/5.0 stars

_— Shruti M._

[Read full review](https://www.g2.com/survey_responses/zixflow-review-9222511)

**["An excellent software for enriching our data"](https://www.g2.com/survey_responses/zixflow-review-9189731)**

**Rating:** 5.0/5.0 stars

_— Alex E._

[Read full review](https://www.g2.com/survey_responses/zixflow-review-9189731)

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

GleanView is a B2B sales and marketing software platform for small and medium businesses. Our family of products addresses B2B sales and marketing challenges from top to bottom of the funnel by harnessing the power of automations and focusing on doing more with less. They can be used together to create a seamless platform, or can be plugged into your existing software to fill gaps and extend functionality.

**Average Rating:** 4.7/5.0

**Total Reviews:** 21

#### How Do G2 Users Rate GleanView?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind GleanView?

- **Seller:** [GleanView](https://www.g2.com/sellers/gleanview)
- **Year Founded:** 2015
- **HQ Location:** Jacksonville, FL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0ba6cd7675dbf0d6ef3fc7ed035719b202a78131d08e059102fadb03345e7e8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10406427%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Recreational Facilities and Services
- **Company Size:** 67% Small, 24% Medium

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

**["The best relationship you will have with your customers."](https://www.g2.com/survey_responses/gleanview-review-2946134)**

**Rating:** 4.5/5.0 stars

_— Sandra W._

[Read full review](https://www.g2.com/survey_responses/gleanview-review-2946134)

**["Everyone is on the same page 24/7/365 with where a potential customer is in our sales pipeline."](https://www.g2.com/survey_responses/gleanview-review-2343225)**

**Rating:** 5.0/5.0 stars

_— Mable G._

[Read full review](https://www.g2.com/survey_responses/gleanview-review-2343225)

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

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

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

Feeling like your business is running you instead of the other way around? Daylite is here to help! It’s an all-in-one app built just for small business owners like you—designed to make managing clients, sales, and projects easier so you can focus on what matters: growing your business and doing what you love. Daylite works seamlessly across your Mac, iPhone, and iPad, keeping everything organized and in one place. No more jumping between apps or getting lost in messy spreadsheets. It’s your business, simplified. Choose the Plan That Works for You: CRM: Keep track of all your client info in one spot. With Daylite, it’s easier than ever to manage relationships, follow up on conversations, and stay organized, so you can spend less time chasing details and more time building connections. Sales: Keep your sales pipeline on track. Daylite helps you stay organized and focused, so you can move deals forward, close sales faster, and watch your revenue grow. Projects: Keep your projects running smoothly from start to finish. With Daylite, you’ll have everything you need to stay on top of tasks, deadlines, and milestones—all in one place. Business: Get the full package with Daylite Business. All the benefits of CRM, Sales, and Projects, plus extra features to keep everything running smoothly. It’s everything you need to manage your business in one easy-to-use app. Ready to Take Control? If you’re tired of feeling overwhelmed and ready to streamline your business, give Daylite a try. It’s designed to help you stay organized, save time, and focus on what you love. Download it today and start your free trial! Daylite is developed by Marketcircle in Toronto, Canada. Marketcircle has been developing business apps for Apple devices for over 25 years and has customers in over 80 countries.

**Average Rating:** 4.5/5.0

**Total Reviews:** 161

#### How Do G2 Users Rate Daylite?

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

#### Who Is the Company Behind Daylite?

- **Seller:** [Marketcircle](https://www.g2.com/sellers/marketcircle)
- **Year Founded:** 1999
- **HQ Location:** Ontario, Canada
- **Twitter:** @marketcircle  
2,812 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=79305b377728901da5ac4f79a64b5feb7b38e93f0941520c5019d87ede4ecfbf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F118735%2F&secure%5Burl_type%5D=linkedin_company_website)  
41 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director, Owner
- **Top Industries:** Marketing and Advertising, Management Consulting
- **Company Size:** 87% Small, 9% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **seamless customer management** features of Daylite, enjoying easy access and comprehensive integration across devices.
- Users praise Daylite's **excellent customer support** , always responsive and helping them maintain smooth operations.
- Users value the **organizational capabilities** of Daylite, seamlessly managing clients, tasks, and schedules in one place.
- Users appreciate the **comprehensive project management features** of Daylite, enhancing their organization and efficiency.
- Users value the **easy access** to their data across all devices with Daylite, ensuring constant connectivity and convenience.

##### Cons

- Users find the **limited integrations** with Microsoft 365 and other platforms a significant drawback for their workflows.
- Users find **CRM issues** with Daylite due to its overwhelming interface and lack of updates, affecting usability.
- Users find the **limited features** of Daylite frustrating, especially its exclusive focus on Apple platforms.
- Users find the **user interface overwhelming** , especially those used to traditional cloud CRMs, needing time to adapt.
- Users find **app limitations** frustrating as it only works on Apple and lacks updates with CRM advancements.

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

**["Centralizes Project Management Effortlessly"](https://www.g2.com/survey_responses/daylite-review-12356936)**

**Rating:** 5.0/5.0 stars

_— Operations M._

[Read full review](https://www.g2.com/survey_responses/daylite-review-12356936)

**["Centralized Organization, Excellent Support"](https://www.g2.com/survey_responses/daylite-review-5221110)**

**Rating:** 5.0/5.0 stars

_— Allen D._

[Read full review](https://www.g2.com/survey_responses/daylite-review-5221110)

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

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

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

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 219

#### How Do G2 Users Rate GreenRope?

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

#### Who Is the Company Behind GreenRope?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Rajesh M._

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

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

**Rating:** 4.0/5.0 stars

_— Sival P._

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

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

Sellsy is a comprehensive CRM solution; there is no need to hassle with multiple software. Sellsy manages every point of the sales process from prospecting to payment. Companies using Sellsy increase sales, make more informed decisions, and master efficiency. Sellsy can be adapted to fit the needs of your business. Available online, web & mobile devices, at an affordable price. The Sellsy Solution includes: • Lead Generation, Tracking & Scoring • Invoicing • Customer Service Management • Automated Marketing Campaigns and Emails • 360 Customer View • Pipeline View • Collaborative Tools • Project Management • Purchases, Expenses & Margins • E-commerce • POS • Time Tracking & much more!

**Average Rating:** 4.0/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Sellsy?

- **Has the product been a good partner in doing business?:** 6.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (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 Sellsy?

- **Seller:** [Easybill](https://www.g2.com/sellers/easybill)
- **Year Founded:** 2009
- **HQ Location:** La Rochelle, Nouvelle Aquitaine
- **Twitter:** @sellsy\_app  
4,849 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b570a587cb5910ecd375ac585f3f59cef1557c138ec4fba96eb75ef79e0050f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feasybill&secure%5Burl_type%5D=linkedin_company_website)  
173 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 88% Small, 13% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation capabilities** of Sellsy, enabling effortless bill creation and sending.
- Users appreciate the **automation features** of Sellsy, finding it easy to create and send bills automatically.
- Users find Sellsy to be **easy to use** , allowing for automation of tasks like bill creation and sending.
- Users praise the **easy-to-use invoicing** feature of Sellsy, allowing for automated bill creation and sending.

##### Cons

- Users find the **learning curve steep** , taking about a week to fully grasp Sellsy's functionalities.
- Users report a **learning difficulty** , noting it takes about a week to grasp Sellsy's functionality.
- Users find Sellsy's interface **not intuitive** , making it challenging to navigate and use effectively.
- Users find the tool **not user-friendly** , struggling with its lack of intuitiveness and ease of use.

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

**["good crm solution for small sized business"](https://www.g2.com/survey_responses/sellsy-review-12027243)**

**Rating:** 4.0/5.0 stars

_— Isaac S._

[Read full review](https://www.g2.com/survey_responses/sellsy-review-12027243)

**["Optimal invoice management, but many features to discover"](https://www.g2.com/survey_responses/sellsy-review-11884747)**

**Rating:** 5.0/5.0 stars

_— Emilie L._

[Read full review](https://www.g2.com/survey_responses/sellsy-review-11884747)

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

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

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

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 106

#### How Do G2 Users Rate Claritysoft?

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

#### Who Is the Company Behind Claritysoft?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Verified User in Marketing and Advertising_

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

**["Customizable CRM Solution with Room for Improvement"](https://www.g2.com/survey_responses/claritysoft-review-13224890)**

**Rating:** 4.0/5.0 stars

_— Verified User in Broadcast Media_

[Read full review](https://www.g2.com/survey_responses/claritysoft-review-13224890)

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

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

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

CentraHub CRM is a future-proof business automation solution that functions as a single source of data and processes for all operations. It is an industry-ready, mobile-optimized CRM with dedicated modules for marketing, sales, and service automation. Apart from its RESTful API integrations, CentraHub CRM also equips users with digital commerce and cross CRM tools. CentraHub CRM could be used by businesses in all major industries and verticals. We provide industry-specific CRM systems tailored to their unique requirements. • Real Estate • Computer Aided Facility Management • Auto Sales, Garages and Rentals • Education Management • Project Management • Delivery and Courier Management • Professional Services • Loyalty Management • Asset Management

**Average Rating:** 4.8/5.0

**Total Reviews:** 31

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

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

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

- **Seller:** [Centra Hub](https://www.g2.com/sellers/centra-hub)
- **Year Founded:** 2016
- **HQ Location:** Hyderabad, Telangana
- **Twitter:** @CentrahubCRM  
250 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ee5ac48d7f784f42bb92a3e676e19494ad8852817e250bae0ca1e1aa8eea95ed&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcentrahubcrm&secure%5Burl_type%5D=linkedin_company_website)  
90 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 62% Medium, 36% Small

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

**["Perfect CRM for Mid size business"](https://www.g2.com/survey_responses/centrahub-crm-review-10245823)**

**Rating:** 5.0/5.0 stars

_— Virat G._

[Read full review](https://www.g2.com/survey_responses/centrahub-crm-review-10245823)

**["Best CRM to use for customer relationship"](https://www.g2.com/survey_responses/centrahub-crm-review-8644365)**

**Rating:** 4.5/5.0 stars

_— dipesh P._

[Read full review](https://www.g2.com/survey_responses/centrahub-crm-review-8644365)

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

Bloom is a business workspace for independent business owners, freelancers, and service professionals. It connects all client touch-points in a professional experience, including digital forms, quotes, contracts, invoices, digital payments, communication, scheduling, and even the client portal.

**Average Rating:** 4.5/5.0

**Total Reviews:** 82

#### How Do G2 Users Rate Bloom?

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

#### Who Is the Company Behind Bloom?

- **Seller:** [Bloom.io](https://www.g2.com/sellers/bloom-io)
- **Year Founded:** 2015
- **HQ Location:** Vancouver, WA
- **Twitter:** @bloomcrm  
9,470 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8e32859d99e7a8ec92a793c56e3630123c29f99456dac42d0da0ef42041b2cd1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbloomcrm%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Photography, Marketing and Advertising
- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **stunning UI** of Bloom, finding it ideal for centralizing communications for small teams and solopreneurs.
- Users love the **intuitive UI** of Bloom, which effectively centralizes client communications for small teams.
- Users love the **intuitive interface** of Bloom, enhancing productivity for solopreneurs and small creative teams.
- Users love the **user-friendly interface** of Bloom, which simplifies client communication for solopreneurs and small teams.
- Users love the **stunning user interface** of Bloom, making client communication centralization easy for solopreneurs and teams.

##### Cons

- Users find the **limited features** of Bloom lacking, as it only offers project tracking without task management capabilities.
- Users find the **lack of a task management system** limits Bloom’s project management capabilities, focusing more on tracking.

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

**["The Absolute Best CRM"](https://www.g2.com/survey_responses/bloom-review-8244740)**

**Rating:** 5.0/5.0 stars

_— Rachel M._

[Read full review](https://www.g2.com/survey_responses/bloom-review-8244740)

**["Sleek and comprehensive system for any design-driven profession"](https://www.g2.com/survey_responses/bloom-review-8277277)**

**Rating:** 5.0/5.0 stars

_— Alexis N._

[Read full review](https://www.g2.com/survey_responses/bloom-review-8277277)

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

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 54

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Verified User in Insurance_

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

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

**Rating:** 5.0/5.0 stars

_— Jon S._

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

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

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

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