# Best CRM Software for Small Business - Page 8

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,100

### 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
- 122,100+ Authentic Reviews
- 1,100+ 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**

### Capsule CRM

Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support.

[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=2026-08-10T16%3A36%3A21Z&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=1585&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%255B2%255D%3D4%26page%3D8%26selected_view%3Dgrid&secure%5Btoken%5D=1fd2a25a79e66b6274b94e16f6b95d66334d8a9c5363db6daec4ed48169eb19f&secure%5Burl%5D=https%3A%2F%2Fcapsulecrm.com%2Fcampaign%2Fyour-crm-alternative%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dalternatives&secure%5Burl_type%5D=custom_url)

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

NetHunt is a sales automation tool that literally lives inside your Gmail and other Google Workspace apps. It helps sales teams manage leads, nurture customer relations, monitor sales progress, and close more deals. Businesses grow x5 with NetHunt CRM, check customer stories - https://nethunt.com/case-studies 🥇 Google Cloud Partner 🥇 Google Security Assessment Program Passed We’ve built the best CRM integration with Gmail allowing for 100% CRM functionality from within Gmail. ✅ No more switching tabs ✅ No more data entry ✅ Everything is in one place ✅ In a familiar interface, within an app that you use daily Watch our demo: https://youtu.be/wD-tjeX6x\_s Browse Help Center: https://help.nethunt.com/en/ MORE ABOUT NETHUNT CRM 🙂 Organize your customer base Use core CRM features in NetHunt to organize your customer base in the most efficient way. ✓ Say goodbye to tedious data entry forever. ✓ Use NetHunt’s duplicate prevention feature to keep your data clean at all times. ✓ The required fields feature watches over your data to make sure you’ve got what you need. ✓ Your customer base is securely stored in one place, protected from leaks or prying eyes by proper access management. 📞 Capture new leads through multiple channels NetHunt CRM is integrated with multiple tools that allows you to get new leads from different sources and store communication within CRM records. ✓ Create new leads from inbound and outbound calls ✓ Turn website chats into new leads ✓ Get new leads from social media platforms ✓ Add new leads to CRM from messengers ✓ Capture leads from custom web forms 📋 Segment leads and customers base Break down your customer base into targeted segments to send personalized pitches by using various macros - job title, need, company size and more. ✓ Use custom filters and views to segment your contacts. ✓ Save an unlimited number of segments for yourself or share them with the team. ✓ Have these segments updated automatically when new users match certain parameters. 💲 Build sales pipeline Turn contacts into leads and push them down the beautiful, functional pipeline. ✓ Add new deals, their value, probability of closing and expected close date. ✓ Track deals progress through the pipeline stages. ✓ Know revenue stuck at every stage of the pipeline ✓ Spot blocked leads and how to push them towards purchase. ✓ Create one or several custom pipelines for your products and services. ✓ Build forecasts you can trust. ⭕ Manage Tasks Organize your workday and manage the workload of your team. All within Gmail. ✓ Manage Tasks and collaborate with your team inside Gmail. ✓ Assign Tasks automatically by certain criteria or round-robin algorithm. ✓ Link Tasks to emails and CRM records. ✓ Receive daily Tasks Digest to plan your day. 🤖 Automate sales processes in Gmail NetHunt CRM allows users to automate the entire sales process – from lead capture to deals’ pipeline stage to notifications. ✓ Capture leads from different sources and add them in your CRM. ✓ Assign managers to leads and set up personalised auto-replies. ✓ Prioritise leads automatically depending on their behaviour ✓ Set sequences to nurture leads. ✓ Automatically link email conversations, chats, calls to CRM profiles. ✓ Have an algorithm move a lead to the next pipeline stage based on the lead’s response. ✓ Create automatic tasks for the team. ✓ Set notifications to the team when important changes happen in the pipeline. ✓ Automate data entry. ✉️ Email automation ✓ Create personal and shared email templates in Gmail. ✓ Write repetitive emails easily and quickly. ✓ Personalize email templates with custom fields. ✓ Use email templates in daily email correspondence, email campaigns or automated email sequences. 📩 Email tracking Track your email opens and clicks in Gmail. ✓ Know if, when, and how often the receiver views your emails in real-time. ✓ Know when people open your emails to provide insights for your team. ✓ Prioritise leads based on how many times they open emails or click on the links. ✓ Use email tracking for regular emails, email campaigns and automated email sequences. 🔁 Email campaigns Send email campaigns and follow-up campaigns in Gmail. ✓ Send email campaigns to custom segments or all of your customer base. ✓ Set follow-up emails to previous email campaigns. ✓ Monitor campaigns stats: opens, clicks, unsubscribes, bounces, and replies. ✓ Send email campaigns via Gmail, NetHunt SMTP or your own SMTP server. 📊 Sales reporting Track key business metrics and team performance with reports in NetHunt CRM. ✓ Track the effectiveness of the entire team and every manager separately – the number of sent emails, presentations made, calls made, etc. ✓ Analyze business growth compared to previous periods – the number of closed deals as well as revenue generated. ✓ Analyze revenue by breaking it down by a manager, by a certain product, by country, etc. ✓ Track your quota attainment. ✓ Analyze the reasons for losing deals. ✓ Build a sales forecast you can trust.

**Average Rating:** 4.6/5.0

**Total Reviews:** 279

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

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

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

- **Seller:** [NetHunt CRM](https://www.g2.com/sellers/nethunt-crm)
- **Year Founded:** 2015
- **HQ Location:** Kiev
- **Twitter:** @nethuntcrm  
2,154 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=673091bfe1f447ccc4194cd6fb9c56d25569f39bda5f77935ce1cf63eb600ede&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10626162%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Director
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 79% Small, 17% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of NetHunt CRM, benefiting from seamless integration and efficient workflow management.
- Users value the **Gmail integration** of NetHunt CRM, enabling seamless access to chats and lead management.
- Users love the **seamless integrations** with GSuite and LinkedIn, enhancing productivity and accessibility across platforms.
- Users love the **seamless integration** of NetHunt CRM with GSuite and LinkedIn, enhancing their workflow efficiency.
- Users love the **easy integration** with GSuite and LinkedIn, enhancing productivity and streamlining lead management.

##### Cons

- Users find the **learning curve steep** , requiring significant time and experience to effectively implement NetHunt CRM.
- Users notice **missing features** in NetHunt CRM, including insufficient email capabilities and limited project management tools.
- Users find **email issues** with NetHunt CRM, including lag, limits on sending, and cumbersome campaign setup.
- Users express concerns about **limited features** , especially regarding advanced automations and in-depth reporting capabilities.
- Users find the **complexity of automation and reporting features** a challenge, requiring time and effort to master.

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

**["NetHunt Keeps Sales in Gmail, Streamlining CRM, Pipelines, and Customer Engagement"](https://www.g2.com/survey_responses/nethunt-crm-review-12819919)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/nethunt-crm-review-12819919)

**["Consultation Workflow and Daily Task Tracking Feel More Clear"](https://www.g2.com/survey_responses/nethunt-crm-review-12887155)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/nethunt-crm-review-12887155)

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

- [What is NetHunt CRM used for?](https://www.g2.com/discussions/what-is-nethunt-crm-used-for)
- [What does NetHunt CRM do?](https://www.g2.com/discussions/what-does-nethunt-crm-do) - 1 comment
- [Does Google have a CRM software?](https://www.g2.com/discussions/does-google-have-a-crm-software)
- [How does a CRM software work?](https://www.g2.com/discussions/how-does-a-crm-software-work) - 1 comment
- [What is NetHunt CRM?](https://www.g2.com/discussions/what-is-nethunt-crm) - 1 comment

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

You won’t win if your teams aren’t using your tools. VipeCloud’s Customer Acquisition Solution is actually used and enjoyed by teams growing their businesses. ► We auto-capture data where possible, minimize manual entry for salespeople, and are still able to provide sales management with the data they need. ► VipeCloud is intuitive to use, migration is made simple, and training / customer success is the core of our culture. ► We pulled a wide variety of capabilities together so your team only has one system to learn, and one system for data to move through the entire funnel. If your your team isn’t using what you’ve got, or you are considering marketing and sales software for the first time, VipeCloud will help you win. sales@vipecloud.com / (650) 308-8473 / or schedule a meeting at calendly.com/adamvipe/30min

**Average Rating:** 4.7/5.0

**Total Reviews:** 30

#### How Do G2 Users Rate VipeCloud?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind VipeCloud?

- **Seller:** [VipeCloud](https://www.g2.com/sellers/vipecloud)
- **Year Founded:** 2011
- **HQ Location:** Palo Alto, CA
- **Twitter:** @VipeCloud  
228 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3f151b765331ac3740e01f4e0d8b2c93fb649482d49dfbf4f09d3a86dd94c122&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2438740%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Staffing and Recruiting
- **Company Size:** 97% Small, 3% Medium

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

**["a Simple but Comprehensive CRM cum personalized Bulk Email Solution integrated with Gmail Account"](https://www.g2.com/survey_responses/vipecloud-review-482373)**

**Rating:** 5.0/5.0 stars

_— Deepak S._

[Read full review](https://www.g2.com/survey_responses/vipecloud-review-482373)

**["Overwhelmingly Positive"](https://www.g2.com/survey_responses/vipecloud-review-3620206)**

**Rating:** 5.0/5.0 stars

_— Caye H._

[Read full review](https://www.g2.com/survey_responses/vipecloud-review-3620206)

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

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

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

Agiled is a business and work management platform which helps users manage their business in one place. Agiled offers CRM, HRM, Financial Management, Projects and Task Management, Contracts and Professional Proposals. Agiled comes with many native Integrations along with Zapier Integration, Integromate Integration, API and Custom Webhooks. With Agiled businesses can stop switching between tools and manage their business in one integrated place.

**Average Rating:** 4.7/5.0

**Total Reviews:** 372

#### How Do G2 Users Rate Agiled?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Agiled?

- **Seller:** [ZTABS](https://www.g2.com/sellers/ztabs)
- **Year Founded:** 2015
- **HQ Location:** Houston, Texas
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5cc0dbb952210bfbb0e9f676327402d254e5b55baa5321a443b3190ed44eb4bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fztabs%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 94% Small, 1% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love Agiled for its **comprehensive project management features** , enhancing productivity and collaboration effortlessly.
- Users praise the **awesome customer support** of Agiled, highlighting timely responses and effective assistance.
- Users find Agiled's **intuitive interface** enhances productivity, allowing easy navigation for effective project management.
- Users value the **efficiency** of Agiled, praising its speed and the ability to manage tasks seamlessly.
- Users praise the **flexibility** of Agiled, facilitating seamless integrations and versatility for diverse business needs.

##### Cons

- Users note a significant **learning curve** due to the complex interface and extensive features of Agiled.
- Users feel that Agiled's **features are limited** , hoping for enhancements in customization and functionality for better usability.
- Users are frustrated by **missing essential features** in Agiled, including language support and project management tools.
- Users find Agiled's **limited customization** frustrating, especially regarding the kanban board and note-taking features.
- Users find Agiled's interface **not intuitive** , highlighting needs for improved usability and additional features.

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

**["Agiled makes business management easy"](https://www.g2.com/survey_responses/agiled-review-12462145)**

**Rating:** 4.5/5.0 stars

_— Verified User in Public Relations and Communications_

[Read full review](https://www.g2.com/survey_responses/agiled-review-12462145)

**["Brandable All-in-One CRM with Great Value"](https://www.g2.com/survey_responses/agiled-review-12643866)**

**Rating:** 4.0/5.0 stars

_— Ninos H._

[Read full review](https://www.g2.com/survey_responses/agiled-review-12643866)

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

- [What is Agiled used for?](https://www.g2.com/discussions/what-is-agiled-used-for) - 1 comment
- [What software is used for agile?](https://www.g2.com/discussions/what-software-is-used-for-agile) - 1 comment
- [What are the features of agile?](https://www.g2.com/discussions/what-are-the-features-of-agile) - 1 comment
- [What are some common features of Agile tools?](https://www.g2.com/discussions/what-are-some-common-features-of-agile-tools) - 1 comment

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

Email-based CRM for small teams to manage a large number of customer interactions.

**Average Rating:** 4.9/5.0

**Total Reviews:** 20

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

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10)

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

- **Seller:** [Relenta CRM](https://www.g2.com/sellers/relenta-crm)
- **HQ Location:** Miami, FL
- **Twitter:** @relenta  
415 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 86% Small, 14% Medium

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

**["Simple solution for a small asset management company"](https://www.g2.com/survey_responses/relenta-crm-review-4141090)**

**Rating:** 5.0/5.0 stars

_— Melanie P._

[Read full review](https://www.g2.com/survey_responses/relenta-crm-review-4141090)

**["It is avgreat CRM softwear."](https://www.g2.com/survey_responses/relenta-crm-review-4558685)**

**Rating:** 5.0/5.0 stars

_— Jessica M._

[Read full review](https://www.g2.com/survey_responses/relenta-crm-review-4558685)

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

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

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

vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all.

**Average Rating:** 4.5/5.0

**Total Reviews:** 79

#### How Do G2 Users Rate vcita?

- **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:** 9.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind vcita?

- **Seller:** [vcita](https://www.g2.com/sellers/vcita)
- **Year Founded:** 2010
- **HQ Location:** St. Petersburg Florida
- **Twitter:** @vCita  
1,739 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4c8add0ce36b69183c81d5250f6d26a15ecbe1fcfdedf21fcbf3ea6f4a400ed3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1816111%2F&secure%5Burl_type%5D=linkedin_company_website)  
147 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Alternative Medicine, Marketing and Advertising
- **Company Size:** 86% Small, 11% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find vCita's **ease of use** exceptional, simplifying client bookings and enhancing schedule management effortlessly.
- Users appreciate the **automated reminders and confirmations** that streamline client management and enhance overall efficiency.
- Users value the **exceptional customer support** from Vcita, noting quick responses and helpful assistance for their needs.
- Users admire the **seamless integration** with websites and calendars, enhancing the booking experience for clients.
- Users appreciate the **seamless integrations** with websites and calendars, enhancing appointment booking and client interaction.

##### Cons

- Users face **integration issues** with vcita, struggling with syncing calendars and requiring additional apps for task management.
- Users express a desire for **missing features** like partial refunds and better integration with task management tools.
- Users find vcita **expensive** , needing to upgrade for basic features and facing limits on document uploads.
- Users face a **lack of integration** with other services, complicating workflow and task management on vcita.
- Users experience significant **linking issues** with vcita, causing confusion and inconsistency between platforms, affecting usability.

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

**["Outstanding backend system transformed my business"](https://www.g2.com/survey_responses/vcita-review-9522081)**

**Rating:** 5.0/5.0 stars

_— Neil D._

[Read full review](https://www.g2.com/survey_responses/vcita-review-9522081)

**["A god-send for our non-profit community mental health service"](https://www.g2.com/survey_responses/vcita-review-12206525)**

**Rating:** 5.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/vcita-review-12206525)

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

- [What does Vcita do?](https://www.g2.com/discussions/what-does-vcita-do)
- [Does vcita have an app?](https://www.g2.com/discussions/does-vcita-have-an-app)
- [How does vcita work?](https://www.g2.com/discussions/how-does-vcita-work)
- [What is vcita used for?](https://www.g2.com/discussions/what-is-vcita-used-for) - 1 upvote

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

Clientjoy is an All in One CRM helping 13000 Agencies & Freelancers across 90 Countries to manage their Sales Pipeline, Contracts, Proposals/Quotes/Estimates, Clients, Payments, Invoices, Mailbox, Appointments, Calendar & run Cold Email Sequences Clientjoy is popularly known as a Productivity OS for Agencies & Freelancers. Clientjoy is majorly popular amongst the following Industries:- 1: Marketing & Advertisement Agencies 2: Digital Freelancers 3: Consultants 4: Coaches 5: Any Services

**Average Rating:** 4.6/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate Clientjoy?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (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 Clientjoy?

- **Seller:** [Clientjoy](https://www.g2.com/sellers/clientjoy)
- **Year Founded:** 2019
- **HQ Location:** Ahmedabad, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b524b3320ad51046b451d9fa5ad63281f1cf99d1736d49b36ffce701a228b4b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclientjoysocial&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 84% Small, 4% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Clientjoy, highlighting its user-friendly interface and simple lead management.
- Users appreciate the **easy setup** of Clientjoy, finding it effortless to get started and customize as needed.
- Users appreciate the **intuitive interface** of Clientjoy, making lead management and setup effortlessly smooth.
- Users appreciate the **ease of use** in Clientjoy's lead management, finding the process simple and straightforward.
- Users appreciate the **simplicity** of Clientjoy, enjoying its user-friendly interface and effortless lead management.

##### Cons

- Users express frustration with **connectivity issues** in Clientjoy, hindering document creation and leading to poor support experiences.
- Users express frustration with the **unusable document builder** and lack of support in Clientjoy, affecting productivity.
- Users express frustration with the **incomplete information and lack of support** from Clientjoy, affecting their document-building efficiency.
- Users express frustration over the **time-consuming document builder** in Clientjoy, hindering efficiency and increasing workload.

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

**["Clientjoy is one of a kind"](https://www.g2.com/survey_responses/clientjoy-review-8851794)**

**Rating:** 5.0/5.0 stars

_— Ashia M._

[Read full review](https://www.g2.com/survey_responses/clientjoy-review-8851794)

**["Streamline Your Agency's Lead Management with ClientJoy"](https://www.g2.com/survey_responses/clientjoy-review-8176791)**

**Rating:** 4.5/5.0 stars

_— Jason P._

[Read full review](https://www.g2.com/survey_responses/clientjoy-review-8176791)

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

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

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

How would it feel to have an all-in-one solution that gave you access to your entire business with one login? A tool that combines all inventory, customers, leads, emails, tasks and orders between your online shopping cart, in store POS, and mobile devices. One login and one solution to manage content, lead generation and tracking to shipping to order tracking to customer re-engagement and re-marketing. As the first solution to combine an email marketing platform with an ecommerce engine and CRM system, AllProWebTools can provide you with comprehensive reporting that follows your leads and clients from introduction to sale and beyond. By integrating with DropBox, Google Drive and Google Calendar, all of your client related files can be shared and appointment reminders can be sent directly to your smartphone. The sales pipeline will help you track your sales teams efforts and quantify how many leads are being processed. Your sales manager will have better visibility to verify that leads are being followed up with and can coach the sales team to improve.

**Average Rating:** 4.8/5.0

**Total Reviews:** 67

#### How Do G2 Users Rate AllProWebTools?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind AllProWebTools?

- **Seller:** [AllProWebTools](https://www.g2.com/sellers/allprowebtools)
- **Year Founded:** 2009
- **HQ Location:** Fort Collins, CO
- **Twitter:** @AllProWebTools  
668 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cc26d100036a5ab06ee4b67f0750e4d02c47cf733895d1f385def6945960f977&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3492945%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising
- **Company Size:** 77% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of AllProWebTools, enjoying streamlined workflows and organization in one platform.
- Users value the **automation features** of AllProWebTools, enhancing efficiency by consolidating all business tools in one platform.
- Users appreciate the **convenient all-in-one interface** that simplifies contact management with easy access to information.
- Users appreciate the **convenience of Customer Management** in AllProWebTools, simplifying access to job-related information.
- Users find the **intuitive interface** of AllProWebTools highly convenient, centralizing all job information on a single page.

##### Cons

- Users find the **learning curve challenging** , with some features lacking intuitiveness and speed during initial use.
- Users find the interface **not intuitive** , making navigation and feature accessibility cumbersome and time-consuming.
- Users find the **time-consuming nature** of AllProWebTools frustrating, as navigation and reporting can be slower than desired.

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

**["Helpful Tool for Daily Work"](https://www.g2.com/survey_responses/allprowebtools-review-12631027)**

**Rating:** 5.0/5.0 stars

_— Akshay V._

[Read full review](https://www.g2.com/survey_responses/allprowebtools-review-12631027)

**["Centralized Business Solution with a Learning Curve"](https://www.g2.com/survey_responses/allprowebtools-review-12310005)**

**Rating:** 4.5/5.0 stars

_— Kiyana Faith M._

[Read full review](https://www.g2.com/survey_responses/allprowebtools-review-12310005)

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

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

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

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

**Average Rating:** 4.2/5.0

**Total Reviews:** 28

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

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

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

**Rating:** 5.0/5.0 stars

_— Justin S._

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

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

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

### [FluentCRM](https://www.g2.com/products/fluentsoft-inc-fluentcrm/reviews)

FluentCRM is an Email Marketing Automation and CRM Plugin for WordPress. It offers features like lead capturing, contact storing, contact segmentation, email marketing, and marketing automation with granular reporting and analytics.

**Average Rating:** 4.6/5.0

**Total Reviews:** 20

#### How Do G2 Users Rate FluentCRM?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind FluentCRM?

- **Seller:** [Fluentsoft](https://www.g2.com/sellers/fluentsoft-ddd24712-9945-4cb2-b6ed-90d867db9307)
- **Year Founded:** 2007
- **HQ Location:** Sunnyvale, US
- **Twitter:** @fluentsoftinc  
105 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5bcf9cbf63aaf00fa2c00c56a89c835e8d7a29db21771d3ad5c5dbab36f0b2a6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7971617&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 80% Small, 10% Large

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

_AI-generated summary from verified user reviews_

##### Cons

- Users frequently face **email issues** in FluentCRM, particularly with unreliable unsubscribe options and lack of autosave, causing frustration.
- Users express frustration with the **limited features** of FluentCRM, particularly the lack of an autosave function.
- Users find FluentCRM to be **not intuitive** , leading to a frustrating user experience and lost work.
- Users experience **significant saving issues** with FluentCRM, frequently losing progress due to the lack of an autosave feature.

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

**["FluentCRM Pro: Easy WordPress Integration, Powerful Automations, and Top-Tier Support"](https://www.g2.com/survey_responses/fluentcrm-review-12655970)**

**Rating:** 4.5/5.0 stars

_— Tonja H._

[Read full review](https://www.g2.com/survey_responses/fluentcrm-review-12655970)

**["FluentCRM excellent email marketing tool"](https://www.g2.com/survey_responses/fluentcrm-review-12785157)**

**Rating:** 4.5/5.0 stars

_— Nicolas G._

[Read full review](https://www.g2.com/survey_responses/fluentcrm-review-12785157)

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

- [Can you automate CRM?](https://www.g2.com/discussions/can-you-automate-crm) - 2 comments
- [How do I set up Fluentcrm?](https://www.g2.com/discussions/how-do-i-set-up-fluentcrm) - 1 comment
- [How do you use Fluentcrm?](https://www.g2.com/discussions/how-do-you-use-fluentcrm)

### [Infor Customer Relationship Management (CRM)](https://www.g2.com/products/infor-customer-relationship-management-crm/reviews)

Your customer relationships are the driving force of your business. By offering a complete view of every customer touch point across your sales, marketing, customer service, and support teams, Infor CRM enables you to maximize the impact of every interaction—across the entire customer lifecycle—whether in the office or out in the field. The best part about Infor CRM is that it’s built for your business. Industry-specific capabilities, deep integration, and unparalleled flexibility and control in how you deploy, use, and pay for your solution offers a best-of-breed CRM solution without compromise.

**Average Rating:** 3.3/5.0

**Total Reviews:** 76

#### How Do G2 Users Rate Infor Customer Relationship Management (CRM)?

- **Has the product been a good partner in doing business?:** 6.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 5.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 6.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Infor Customer Relationship Management (CRM)?

- **Seller:** [Infor](https://www.g2.com/sellers/infor)
- **Year Founded:** 2002
- **HQ Location:** New York
- **Twitter:** @Infor  
18,472 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0b3dd6227f8bf2585371eff689c32131e1d6fb4a8114161512fe1f2ec60d9bf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1711%2F&secure%5Burl_type%5D=linkedin_company_website)  
22,257 employees on LinkedIn®
- **Phone:** 800-260-2640

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 57% Medium, 29% Small

#### What Do G2 Reviewers Say About Infor Customer Relationship Management (CRM)?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **easy accessibility** of Infor CRM, ensuring customer satisfaction from anywhere.
- Users appreciate the **ease of scheduling** sales calls with the integrated calendar feature in Infor CRM.
- Users appreciate the **easy navigation** that allows seamless login and enhances customer satisfaction.
- Users value the **user-friendly login experience** of Infor CRM, enhancing customer satisfaction effortlessly.

##### Cons

- Users desire a **mobile app** for Infor CRM, highlighting the need for easier access while on the go.
- Users express frustration with the **slow loading times** , making navigation and tasks cumbersome due to excessive data.

#### What Are Recent G2 Reviews of Infor Customer Relationship Management (CRM)?

**["Strong Infor Integrations for a Unified Customer Management Platform"](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12917088)**

**Rating:** 5.0/5.0 stars

_— jamsheed I._

[Read full review](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12917088)

**["Easy to Use, Reliable, and Great for Daily Clock-Ins, excellent product!"](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12700737)**

**Rating:** 5.0/5.0 stars

_— Reed B._

[Read full review](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12700737)

#### What Are G2 Users Discussing About Infor Customer Relationship Management (CRM)?

- [What is CRM customer Relationship Management What are the key features of CRM system?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-is-crm-customer-relationship-management-what-are-the-key-features-of-crm-system)
- [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-are-the-3-main-elements-of-crm-software)
- [What does Infor CRM do?](https://www.g2.com/discussions/what-does-infor-crm-do)
- [What are some features of CRM?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-are-some-features-of-crm)

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

Maple CRM is a cloud based customer relationship management software focusing on small and medium companies to manage their sales, order and service management functions. Maple CRM is empowered with intuitive features like quotation builder, mobile app (ios/android), geo tracking, call logging and various reporting functions.

**Average Rating:** 4.7/5.0

**Total Reviews:** 30

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

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.5/10 (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 Maple CRM?

- **Seller:** [Maple CRM](https://www.g2.com/sellers/maple-crm)
- **Year Founded:** 2012
- **HQ Location:** Bengaluru, Karnataka
- **Twitter:** @maplecrm  
60 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8ea8597ad1f1bd2db6c3638752c776e2621aa6fa6fd090d6b6b31b811561a5d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmaple-crm%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consulting, Consumer Services
- **Company Size:** 73% Small, 22% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Maple CRM, enabling effective management of customer relationships seamlessly.
- Users commend the **excellent customer support** from Maple CRM, highlighting responsiveness and professional assistance with queries.
- Users appreciate the **efficiency** of Maple CRM, finding it intuitive for managing leads and customer data effectively.
- Users appreciate the **efficient lead management** of Maple CRM, streamlining immigration cases and enhancing overall transparency.
- Users appreciate the **user-friendly interface** of Maple CRM, making lead management and data handling effortless and efficient.

##### Cons

- Users express concerns about **integration issues** and the need for better automation and mobile functionality in Maple CRM.
- Users feel that the **limited customization** options in Maple CRM hinder flexibility and integration capabilities.
- Users notice the **absence of advanced features** in Maple CRM, particularly missing an integrated HR management module.
- Users find it difficult to create **graphs with larger datasets** , complicating data comparisons and analysis.

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

**["Effortless and Supportive, Perfect CRM Tool"](https://www.g2.com/survey_responses/maple-crm-review-12743147)**

**Rating:** 5.0/5.0 stars

_— Mamta K._

[Read full review](https://www.g2.com/survey_responses/maple-crm-review-12743147)

**["User-Friendly CRM for Sales and Client Management"](https://www.g2.com/survey_responses/maple-crm-review-12720691)**

**Rating:** 5.0/5.0 stars

_— Andy k._

[Read full review](https://www.g2.com/survey_responses/maple-crm-review-12720691)

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

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security.

**Average Rating:** 4.5/5.0

**Total Reviews:** 942

#### How Do G2 Users Rate Planhat?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planhat?

- **Seller:** [Planhat](https://www.g2.com/sellers/planhat)
- **Company Website:** www.planhat.com
- **Year Founded:** 2015
- **HQ Location:** Stockholm, Stockholm County
- **Twitter:** @planhat  
1,045 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0532de0a57ab5ad26032eca9b36751853eefa678afdf93aa4efe6efaf1c6d5b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10168756%2F&secure%5Burl_type%5D=linkedin_company_website)  
248 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Head of Customer Success
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 59% Medium, 32% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency.
- Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success.
- Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs.
- Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity.
- Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health.

##### Cons

- Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation.
- Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively.
- Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts.
- Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially.
- Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation.

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

**["Intuitive UI, Powerful Integrations, and a Supportive Planhat Team"](https://www.g2.com/survey_responses/planhat-review-13119419)**

**Rating:** 4.5/5.0 stars

_— Carly P._

[Read full review](https://www.g2.com/survey_responses/planhat-review-13119419)

**["A Strategic Platform for Scaling Customer Success"](https://www.g2.com/survey_responses/planhat-review-11771625)**

**Rating:** 5.0/5.0 stars

_— Ty R._

[Read full review](https://www.g2.com/survey_responses/planhat-review-11771625)

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

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

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

Fireberry is your all-in-one solution for managing Sales, Marketing, and Service, offering a comprehensive platform to support every stage of your business journey in any industry. With its full customization capabilities, intuitive design, and flexible pricing plans, Fireberry is an ideal choice for growing businesses. Fireberry allows you to connect your preferred tools directly within the CRM, with seamless integrations across all three product areas, enhancing productivity and streamlining your workflows. By consolidating Sales, Marketing, and Service into a single platform, Fireberry empowers businesses with a complete 360-degree view of customers and operations. Access real-time analytics, automate processes, and ensure your business stays organized and efficient at every level.

**Average Rating:** 4.8/5.0

**Total Reviews:** 24

#### How Do G2 Users Rate Fireberry?

- **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:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Fireberry?

- **Seller:** [Fireberry](https://www.g2.com/sellers/fireberry)
- **Year Founded:** 2012
- **HQ Location:** Tel Aviv, Israel
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=96d6183d42f4ba85132ae6a70b6d29b65e0934e03de734b02cfe6439575629a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffireberry-software-ltd&secure%5Burl_type%5D=linkedin_company_website)  
39 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 72% Small, 24% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Fireberry, facilitating seamless processes for both technical and non-technical staff.
- Users value Fireberry's **organizational efficiency** , enabling streamlined processes and improved collaboration across teams.
- Users appreciate the **ease of implementation with Fireberry** , enhancing organization and efficiency in sales and support processes.
- Users appreciate the **time-saving automation features** of Fireberry, enhancing efficiency by eliminating repetitive tasks.
- Users commend the **exceptional customer support** of Fireberry, noting its user-friendly approach and effective assistance.

##### Cons

- Users find the **setup process somewhat time-consuming** , requiring careful planning to maximize the platform's flexibility.
- Users find the lack of **WhatsApp integration** in Fireberry a significant limitation in their communication experience.
- Users find the **learning curve challenging** , especially with advanced features that require time to master during setup.
- Users find the **limited customization options** for reports frustrating and restrictive for their needs.
- Users are disappointed by the **absence of a customer portal** , relying on third-party products for support.

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

**["A flexible CRM that actually fits the way you work"](https://www.g2.com/survey_responses/fireberry-review-11986872)**

**Rating:** 4.5/5.0 stars

_— Manit A._

[Read full review](https://www.g2.com/survey_responses/fireberry-review-11986872)

**["Why I Recommend Fireberry as a Tech Consultant: Simple, Powerful, and Built for Growth"](https://www.g2.com/survey_responses/fireberry-review-11200215)**

**Rating:** 5.0/5.0 stars

_— Tal A._

[Read full review](https://www.g2.com/survey_responses/fireberry-review-11200215)

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

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

**Average Rating:** 4.1/5.0

**Total Reviews:** 193

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

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

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

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

#### Who Uses This Product?

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

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

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

**Rating:** 4.0/5.0 stars

_— Verified User in Management Consulting_

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

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

**Rating:** 5.0/5.0 stars

_— Yasmine J._

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

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

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

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

BIGContacts CRM offers an integrated Contact Management and Email Marketing Solution for Small Business. We give you the tools you need to capture more leads, convert more sales and retain more customers. We're unlocking the potential of every small business with an affordable and easy-to-use solution. Plans starting at only $5 per user - per month!

**Average Rating:** 4.5/5.0

**Total Reviews:** 75

#### How Do G2 Users Rate BIGContacts?

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

#### Who Is the Company Behind BIGContacts?

- **Seller:** [BigContacts](https://www.g2.com/sellers/bigcontacts)
- **Year Founded:** 2007
- **HQ Location:** Victoria, BC
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f43e99d16eed75dc1827c2f2f677ab09e204940795c7088359081f543f967b1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbigcontacts%2F&secure%5Burl_type%5D=linkedin_company_website)

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising, Accounting
- **Company Size:** 75% Small, 25% Medium

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

**["CRM with great automation capabilities"](https://www.g2.com/survey_responses/bigcontacts-review-7635634)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/bigcontacts-review-7635634)

**["BIGContacts offers the best pipeline management functionality"](https://www.g2.com/survey_responses/bigcontacts-review-7102332)**

**Rating:** 5.0/5.0 stars

_— Prem P._

[Read full review](https://www.g2.com/survey_responses/bigcontacts-review-7102332)

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

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

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