# Best CRM Software for Small Business

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,088

### 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
- 121,900+ Authentic Reviews
- 1,088+ 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**

### Reevo

Reevo is the AI-native sales platform that runs prospecting, outreach, conversation intelligence, deal management, forecasting, and coaching on the full context of your business. Because every call, email, meeting, and deal update lives in a single memory, Reevo AI has a complete view of every account and can act on it – drafting follow-ups, updating the CRM, and flagging deal risk across the pipeline. Over time it learns how your team actually sells – your stages, signals, and patterns – and gets more accurate about your buyers. That shared memory also carries your team's knowledge, so new sellers ramp with the same account context and institutional know-how your top reps have, instead of rebuilding it from scratch. Layer Reevo over the tools you already use, or run it as your CRM and system of record out of the box. Because it works from one source of truth rather than partial views, your team spends less time on manual updates and makes decisions on the full picture.

[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=2026-08-03T21%3A44%3A45Z&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=1395075&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%26selected_view%3Dgrid&secure%5Btoken%5D=f6d20e089f1ed5c2f3f8ea7bdb2e8618860e57e067c7edf1d80ba056174ab9e7&secure%5Burl%5D=https%3A%2F%2Freevo.ai%2Fsee-reevo-p1-b-g2%3Futm_source%3Dg2%26utm_medium%3Dreview_site%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url)

### [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 13,289

#### How Do G2 Users Rate HubSpot Sales Hub?

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

#### Who Is the Company Behind HubSpot Sales Hub?

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** hubspot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, Massachusetts, United States
- **Twitter:** @HubSpot  
784,270 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7728cdccf3cd40d382e6159b493e5f6534eb2bfad47dc424c39639ed9e0ebf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F68529%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,158 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Sales Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Small, 35% Medium

#### What Do G2 Reviewers Say About HubSpot Sales Hub?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface** of HubSpot Sales Hub, simplifying their workflow with effective tools and integrations.
- Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales processes significantly.
- Users appreciate the **comprehensive visibility** of HubSpot Sales Hub, significantly enhancing their sales management and decision-making.
- Users value the **centralized lead management** features of HubSpot Sales Hub, enhancing organization and efficiency in sales processes.
- Users value the **intuitive interface** of HubSpot Sales Hub, allowing teams to easily navigate and enhance productivity.

##### Cons

- Users find the **missing features** of HubSpot Sales Hub, like limited functionality and tagging issues, frustrating.
- Users find the **limited features** of HubSpot Sales Hub restrict their experience, especially regarding the dashboard and mobile app.
- Users face a **large learning curve** with HubSpot Sales Hub, finding integrations complicated and training necessary for clarity.
- Users find the **cost increasingly burdensome** amidst ongoing technical issues and frustrating platform limitations.
- Users find HubSpot Sales Hub has **limited customization** , causing frustration with bulk actions and workflow flexibility.

#### What Are Recent G2 Reviews of HubSpot Sales Hub?

**["HubSpot Sales Hub: Intuitive CRM That Streamlines Selling for Growing Teams"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13193567)**

**Rating:** 5.0/5.0 stars

_— Prateek M._

[Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13193567)

**["User-Friendly, Highly Customizable, and Complete—Covers Everything I Need"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13170027)**

**Rating:** 5.0/5.0 stars

_— Genesis A._

[Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13170027)

#### What Are G2 Users Discussing About HubSpot Sales Hub?

- [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments
- [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments
- [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments
- [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments
- [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments

### [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 24,679

#### How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?

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

#### Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** www.salesforce.com
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce  
579,511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website)  
83,223 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 46% Medium, 34% Large

#### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Agentforce Sales, appreciating seamless access to all customer information in one location.
- Users value the **feature-rich platform** of Agentforce Sales, enhancing seller efficiency and customer engagement.
- Users value the **powerful lead management** features of Agentforce Sales, enhancing customer experience and team collaboration.
- Users value the **extensive customization options** of Agentforce Sales, tailoring it to fit unique business needs effortlessly.
- Users value the **extensive customizability** of Agentforce Sales, allowing tailored solutions for unique business needs.

##### Cons

- Users find the **learning curve steep** , as configuration is time-consuming and report creation can be confusing.
- Users find **customization limitations** and complexity frustrating, especially for smaller teams with simpler needs.
- Users find the **missing features** in Agentforce Sales hinder their ability to manage complex issues easily.
- Users find the **limited features** of Agentforce Sales require time and expertise for effective customization and reporting.
- Users find the **pricing model expensive** , which can be prohibitive for smaller companies and those with limited budgets.

#### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)?

**["Agentforce Sales Delivers Clear Lead Visibility and Smoother Marketing-to-Sales Handoff"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13164950)**

**Rating:** 4.0/5.0 stars

_— Akshara G._

[Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13164950)

**["Scalable CRM for Modern Enterprise Sales Teams"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005)**

**Rating:** 5.0/5.0 stars

_— 岡本 健太 O._

[Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005)

#### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)?

- [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments
- [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments
- [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments
- [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment
- [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments

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

Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales.

**Average Rating:** 4.3/5.0

**Total Reviews:** 3,055

#### How Do G2 Users Rate Pipedrive?

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

#### Who Is the Company Behind Pipedrive?

- **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive)
- **Company Website:** www.pipedrive.com
- **Year Founded:** 2010
- **HQ Location:** New York
- **Twitter:** @pipedrive  
14,355 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=593f28c37b331c98d518c81ecb518081b4eb6dcf79869bad97f35f51a7d3bcef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1876917%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,051 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Sales Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 70% Small, 23% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Pipedrive, enjoying an intuitive interface and straightforward navigation.
- Users appreciate the **intuitive interface** of Pipedrive, allowing easy customization and seamless interaction without a tech background.
- Users appreciate the **ease of use** of Pipedrive, making daily operations and setup straightforward and user-friendly.
- Users commend Pipedrive for its **helpful features** that enhance client management and organization, making tasks easier.
- Users value the **seamless integrations** of Pipedrive, enhancing campaign attribution and boosting overall organizational efficiency.

##### Cons

- Users find the **missing features** and high costs of add-ons limiting for solo practices and small businesses.
- Users find **limited features** in Pipedrive, particularly in reporting and automation, hindering advanced functionality.
- Users find the **steep learning curve** challenging, requiring more training and time to master Pipedrive's features.
- Users face **integration issues** with Pipedrive, particularly with Google Calendar, complicating meeting details accessibility.
- Users find the **subscription costs excessive** , making it challenging for smaller practices to justify the expense.

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

**["A great visual and customizable CRM with Room for Label Improvements"](https://www.g2.com/survey_responses/pipedrive-review-13019176)**

**Rating:** 4.0/5.0 stars

_— Pasi R._

[Read full review](https://www.g2.com/survey_responses/pipedrive-review-13019176)

**["Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline"](https://www.g2.com/survey_responses/pipedrive-review-13043351)**

**Rating:** 5.0/5.0 stars

_— Mark (Max) D._

[Read full review](https://www.g2.com/survey_responses/pipedrive-review-13043351)

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

- [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments
- [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments
- [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments
- [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) - 2 comments
- [What is Pipedrive used for?](https://www.g2.com/discussions/what-is-pipedrive-used-for) - 2 comments

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

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,401

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

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

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

- **Seller:** [monday.com](https://www.g2.com/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b)
- **Company Website:** monday.com
- **Year Founded:** 2012
- **HQ Location:** Tel Aviv
- **Twitter:** @mondaydotcom  
40,761 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efcc1bc784d43448424f5b18a6e2f5d5488a066e911204b167572629a6d9b361&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmondaydotcom&secure%5Burl_type%5D=linkedin_company_website)  
3,837 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 76% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of monday CRM, finding it user-friendly and feature-rich for their needs.
- Users value the **efficient integrations** of monday CRM, enhancing productivity with seamless tool connectivity and ease of use.
- Users appreciate the **incredible customizability** of monday CRM, allowing bespoke systems tailored to business needs.
- Users love the **automation features** of monday CRM, enhancing workflow efficiency and reducing manual tasks significantly.
- Users value the **intuitive design** of monday CRM, making it easy to implement and navigate effortlessly.

##### Cons

- Users find the **missing features** in monday CRM limit functionality, impacting data management and workflow effectiveness.
- Users find the **learning curve steep** for new teammates, making integration and usability challenging initially.
- Users find the **limited features** of monday CRM insufficient compared to dedicated CRM tools, impacting their overall effectiveness.
- Users find the **limited customization** options of Monday CRM can complicate workflows and extend setup times.
- Users find monday CRM to be **expensive** , especially when adding third-party features that increase costs and complexity.

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

**["User-Friendly, Customisable Platform That Keeps Teams Aligned"](https://www.g2.com/survey_responses/monday-crm-review-13197321)**

**Rating:** 5.0/5.0 stars

_— Auni C._

[Read full review](https://www.g2.com/survey_responses/monday-crm-review-13197321)

**["Game-changer for workflow organization and cross-team collaboration"](https://www.g2.com/survey_responses/monday-crm-review-13172649)**

**Rating:** 5.0/5.0 stars

_— Lucas R._

[Read full review](https://www.g2.com/survey_responses/monday-crm-review-13172649)

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

- [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment

### [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews)

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 857

#### How Do G2 Users Rate Bigin by Zoho CRM?

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

#### Who Is the Company Behind Bigin by Zoho CRM?

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 employees on LinkedIn®
- **Phone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 90% Small, 9% Medium

#### What Do G2 Reviewers Say About Bigin by Zoho CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Bigin by Zoho CRM, making it simple to implement and manage.
- Users commend Bigin by Zoho CRM for its **simplicity and ease of use** , making it ideal for small businesses.
- Users praise the **intuitive design** of Bigin by Zoho CRM, highlighting its simplicity and ease of navigation.
- Users value the **simplicity** of Bigin by Zoho CRM, finding it easy to use and set up for small businesses.
- Users value the **ease of use and excellent reporting** in Bigin by Zoho CRM, enhancing their management efficiency.

##### Cons

- Users experience **missing features** in Bigin, such as limited automations and reporting capabilities compared to desktop.
- Users note the **limited features** of Bigin by Zoho CRM, wishing for more integrations and advanced functionalities.
- Users face **integration issues** with Bigin, particularly with field mapping and limited functionality when scaling up.
- Users note that **customization is limited** in Bigin, lacking fields and advanced features found in full CRMs.
- Users face **limited integrations** in Bigin by Zoho CRM, hindering connectivity with other essential applications.

#### What Are Recent G2 Reviews of Bigin by Zoho CRM?

**["Excellent CRM for Managing Business Leads Efficiently"](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)**

**Rating:** 5.0/5.0 stars

_— Vasudev P._

[Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)

**["Bigin by Zoho: Clean, Easy-to-Use CRM That Streamlines Our Sales Pipeline"](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13148354)**

**Rating:** 5.0/5.0 stars

_— Social W._

[Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13148354)

#### What Are G2 Users Discussing About Bigin by Zoho CRM?

- [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/discussions/what-is-the-difference-between-bigin-and-zoho-crm)
- [Does Bigin integrate with Zoho CRM?](https://www.g2.com/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote
- [What is Zoho Bigin?](https://www.g2.com/discussions/what-is-zoho-bigin) - 2 comments
- [What is Bigin used for?](https://www.g2.com/discussions/what-is-bigin-used-for) - 1 comment

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

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 14,231

#### How Do G2 Users Rate ActiveCampaign?

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

#### Who Is the Company Behind ActiveCampaign?

- **Seller:** [ActiveCampaign](https://www.g2.com/sellers/activecampaign)
- **Company Website:** www.activecampaign.com
- **Year Founded:** 2003
- **HQ Location:** Chicago, IL
- **Twitter:** @ActiveCampaign  
13,203 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ecaffa7a4dd54b3f72ef9abc63c48d5efe51974c2974dfaa5d09b34c1e0c97bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F221390%2F&secure%5Burl_type%5D=linkedin_company_website)  
848 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find ActiveCampaign's interface **easy to use** , enhancing communication and engagement with its versatile features.
- Users value the **powerful automation features** of ActiveCampaign, enhancing engagement and streamlining marketing efforts effectively.
- Users appreciate the **automation features** of ActiveCampaign, which streamline marketing activities and enhance customer engagement.
- Users love the **powerful automation capabilities** of ActiveCampaign, enhancing customer engagement effortlessly and efficiently.
- Users appreciate the **user-friendly automation and integration features** of ActiveCampaign, enhancing customer engagement and targeting.

##### Cons

- Users face a **learning curve** with ActiveCampaign, needing extra support to master its powerful features efficiently.
- Users find ActiveCampaign **expensive** , especially for startups, making it challenging for some customers to justify the cost.
- Users find the **missing features** in ActiveCampaign limit their automation testing and client information collection capabilities.
- Users find the **limited features** of ActiveCampaign frustrating, desiring more customization and easier access to key metrics.
- Users find the ActiveCampaign platform **not intuitive** , making learning and setup time-consuming and challenging to navigate.

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

**["A super complete, powerful, and easy-to-use tool"](https://www.g2.com/survey_responses/activecampaign-review-13176016)**

**Rating:** 5.0/5.0 stars

_— Florencia Valeria A._

[Read full review](https://www.g2.com/survey_responses/activecampaign-review-13176016)

**["Super Intuitive Email & Automation Builder That’s Easy to Use"](https://www.g2.com/survey_responses/activecampaign-review-13195469)**

**Rating:** 4.5/5.0 stars

_— Irit L._

[Read full review](https://www.g2.com/survey_responses/activecampaign-review-13195469)

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

- [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment
- [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment
- [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment
- [Does ActiveCampaign have a CRM?](https://www.g2.com/discussions/does-activecampaign-have-a-crm) - 7 comments
- [What is ActiveCampaign used for?](https://www.g2.com/discussions/what-is-activecampaign-used-for) - 20 comments

### [Close](https://www.g2.com/pt/products/close/reviews)

Close é um CRM de vendas com chamadas integradas, SMS, e-mail, automação e IA, projetado para fundadores, startups, agências e equipes de vendas em crescimento. A plataforma ajuda as empresas a gerenciar leads, comunicar-se com prospects, rastrear oportunidades e automatizar o acompanhamento a partir de um único sistema. Close é comumente usado por equipes que desejam que seu CRM apoie a execução de vendas, não apenas armazene dados de clientes. Os usuários podem ligar, enviar e-mails, mensagens de texto, gerenciar pipelines, atribuir tarefas, criar fluxos de trabalho, executar sequências de alcance e rastrear atividades de vendas diretamente dentro da plataforma. Close é construído para empresas lideradas por fundadores, startups, pequenas empresas, agências, empresas de recrutamento, empresas de coaching, equipes de serviços financeiros, empresas de SaaS e equipes de vendas internas. Ele suporta equipes que variam de fundadores individuais a organizações de vendas com mais de 100 representantes. As principais capacidades incluem: • Gestão de CRM e pipeline para rastreamento de leads, contatos, oportunidades, atividades e relacionamentos com clientes • Chamadas, SMS e e-mail integrados, com histórico de comunicação conectado aos registros de clientes • Automação de vendas para fluxos de trabalho, sequências, roteamento de leads, gerenciamento de tarefas e acompanhamento • Power Dialer e Predictive Dialer para equipes que gerenciam vendas outbound de alto volume ou fluxos de trabalho de recrutamento • Relatórios e análises para visibilidade do pipeline, rastreamento de atividades, previsão e desempenho de vendas • Chloe, a agente de IA integrada diretamente no Close, que pode ajudar a qualificar leads, agendar reuniões, acompanhar prospects, pesquisar contas, enriquecer registros, resumir conversas e atualizar dados do CRM Chloe opera dentro do Close, onde registros de clientes, conversas, atividades, oportunidades e fluxos de trabalho já existem. Isso permite que Chloe tome ações usando o contexto do CRM, em vez de funcionar como uma ferramenta de IA independente conectada por meio de integrações separadas. As equipes podem usar Chloe para engajar novos leads, reengajar oportunidades dormentes, capturar dados de qualificação, agendar reuniões e passar conversas qualificadas para representantes de vendas humanos quando apropriado. Ao combinar CRM, comunicação, automação, relatórios e fluxos de trabalho de vendas assistidos por IA em uma única plataforma, o Close ajuda as equipes a reduzir o trabalho manual, melhorar a velocidade de resposta aos leads, manter a consistência no acompanhamento e gerenciar mais atividades de vendas sem adicionar complexidade operacional desnecessária.

**Average Rating:** 4.7/5.0

**Total Reviews:** 2,042

#### How Do G2 Users Rate Close?

- **the product tem sido um bom parceiro comercial?:** 9.3/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 8.8/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 9.0/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Close?

- **Vendedor:** [Close](https://www.g2.com/pt/sellers/close)
- **Website da Empresa:** close.com
- **Ano de Fundação:** 2013
- **Localização da Sede:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
- **Twitter:** @Close  
6,592 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8980b4bb0778d41500d3b100ba9f3961c87b6cc7fd74a5b1c0aa7775da9fc28&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2597204%2F&secure%5Burl_type%5D=linkedin_company_website)  
213 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Fundador
- **Top Industries:** Marketing e Publicidade, Software de Computador
- **Company Size:** 76% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários acham o Close **muito fácil de usar** , com integrações perfeitas que simplificam os processos e aumentam a produtividade.
- Os usuários apreciam a **interface amigável** do Close, permitindo fluxos de trabalho suaves para equipes de vendas internas e externas.
- Os usuários elogiam os **recursos abrangentes de comunicação** do Close, aumentando a eficiência no gerenciamento de interações com clientes sem esforço.
- Os usuários elogiam a **interface intuitiva** do Close, tornando o gerenciamento de leads e os acompanhamentos incrivelmente suaves e eficientes.
- Os usuários adoram o **design intuitivo do painel** do Close, apreciando seus recursos simplificados e a experiência amigável ao usuário.

##### Cons

- Os usuários acham que **falta de recursos** no aplicativo móvel limita a funcionalidade em comparação com a versão para desktop.
- Os usuários frequentemente enfrentam **problemas de chamada** como desconexões de dispositivos, afetando sua experiência geral com o Close.
- Os usuários acham as **funcionalidades limitadas** do Close frustrantes, especialmente para necessidades B2C e quando precisam de mais opções operacionais.
- Os usuários acham as opções de **personalização limitada** frustrantes, dificultando a criação de relatórios avançados e de painéis personalizados.
- Os usuários acham a **curva de aprendizado desafiadora** devido às complexidades de fusão e opções limitadas de personalização no Close.

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

**["Comunicação Produtiva, Precisa de Melhor Visibilidade de Dados"](https://www.g2.com/pt/survey_responses/close-review-13143531)**

**Rating:** 4.0/5.0 stars

_— Mateo A._

[Read full review](https://www.g2.com/pt/survey_responses/close-review-13143531)

**["Configuração Fácil, Integração de Email Sem Costura e Suporte Responsivo"](https://www.g2.com/pt/survey_responses/close-review-13148546)**

**Rating:** 4.5/5.0 stars

_— Stefano M._

[Read full review](https://www.g2.com/pt/survey_responses/close-review-13148546)

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

- [Para que é usado o Close?](https://www.g2.com/pt/discussions/close-what-is-close-used-for) - 2 comments
- [What is Close used for?](https://www.g2.com/pt/discussions/what-is-close-used-for) - 1 comment

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

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

**Average Rating:** 4.1/5.0

**Total Reviews:** 2,839

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

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

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

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 employees on LinkedIn®
- **Phone:** +1 (888) 900-9646 

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive.
- Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience.
- Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly.
- Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications.
- Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools.

##### Cons

- Users find the **learning curve challenging** , especially with advanced features that require time to master.
- Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems.
- Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality.
- Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems.
- Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries.

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

**["A Cost-Effective, Turnkey CRM Solution"](https://www.g2.com/survey_responses/zoho-crm-review-13048297)**

**Rating:** 5.0/5.0 stars

_— Rohit B._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297)

**["Zoho CRM Centralizes Data, Automates Workflows, and Delivers Powerful Insights"](https://www.g2.com/survey_responses/zoho-crm-review-13163763)**

**Rating:** 4.5/5.0 stars

_— Muhammed A._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13163763)

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

- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote
- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments
- [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes
- [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes
- [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote

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

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 569

#### How Do G2 Users Rate Attio?

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

#### Who Is the Company Behind Attio?

- **Seller:** [Attio](https://www.g2.com/sellers/attio)
- **Company Website:** attio.com
- **Year Founded:** 2019
- **HQ Location:** London, GB
- **Twitter:** @attio  
12,873 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=59d91a99caf3f4b98cadb85c9613905352f5424a16e9375875ca7b824e53fd5a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fattio%2F&secure%5Burl_type%5D=linkedin_company_website)  
174 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Attio, enjoying a smooth setup and intuitive customization for their needs.
- Users appreciate the **easy setup** of Attio, enabling quick productivity without a steep learning curve.
- Users appreciate the **fantastic customizability** of Attio, allowing tailored solutions that enhance lead tracking and management.
- Users value the **seamless integration** capabilities of Attio, enhancing productivity and simplifying workflows across teams.
- Users value the **feature richness** of Attio, especially for its intuitive tools and excellent customer support.

##### Cons

- Users express frustration with **integration issues** , highlighting the need for more native tool connections and functional enrichment features.
- Users express concern over **missing features** in Attio, hoping for key improvements and better automation for duplicates.
- Users experience a **steeper learning curve** at first, feeling overwhelmed by the setup and flexibility of Attio.
- Users struggle with **feature issues** in Attio, especially regarding email sharing and limited reporting capabilities.
- Users find the **incomplete information** in Attio limits accurate data enrichment and reporting capabilities.

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

**["Attio’s Flexible Data Model and Fast UI Make CRM Work Feel Effortless"](https://www.g2.com/survey_responses/attio-review-13106492)**

**Rating:** 5.0/5.0 stars

_— Nick J._

[Read full review](https://www.g2.com/survey_responses/attio-review-13106492)

**["Fast, Low-Friction CRM with Real-Time Visibility and Automatic Enrichment"](https://www.g2.com/survey_responses/attio-review-13177412)**

**Rating:** 4.0/5.0 stars

_— Frank W._

[Read full review](https://www.g2.com/survey_responses/attio-review-13177412)

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

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 634

#### How Do G2 Users Rate HighLevel?

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

#### Who Is the Company Behind HighLevel?

- **Seller:** [HighLevel](https://www.g2.com/sellers/highlevel)
- **Company Website:** gohighlevel.com
- **Year Founded:** 2018
- **HQ Location:** Dallas, Texas
- **Twitter:** @gohighlevel  
8,862 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=089a0fc65d9582c7686e98c3d2241d83a7dea5d7f4dda4b2af2942b3940a420d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhighlevel%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,407 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **flexibility and affordability** of HighLevel, praising its comprehensive features and seamless integrations.
- Users appreciate the **efficiency and customer service** of HighLevel, enjoying comprehensive options without extra costs.
- Users appreciate the **excellent customer support** of HighLevel, which enhances overall satisfaction and functionality.
- Users value the **extensive features** of HighLevel, applauding the innovative tools that enhance their marketing capabilities.
- Users value the **intuitive automation** capabilities of HighLevel, enhancing functionality and streamlining client management effortlessly.

##### Cons

- Users find the **learning curve challenging** , as the complexity and constant updates can be overwhelming.
- Users desire **more features** in HighLevel, particularly for email marketing and live streaming integrations.
- Users find a **steep learning curve** with HighLevel, which can be challenging for those unprepared for extensive training.
- Users find HighLevel to be **not intuitive** , facing confusion due to its complexity and extensive information.
- Users express frustration over **poor customer support** , often receiving unhelpful, vague responses to their inquiries.

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

**["Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM"](https://www.g2.com/survey_responses/highlevel-review-13050560)**

**Rating:** 5.0/5.0 stars

_— Marque C._

[Read full review](https://www.g2.com/survey_responses/highlevel-review-13050560)

**["Outstanding C \*\*\*\*\* 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email"](https://www.g2.com/survey_responses/highlevel-review-12853292)**

**Rating:** 5.0/5.0 stars

_— Joe G._

[Read full review](https://www.g2.com/survey_responses/highlevel-review-12853292)

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

- [How are other agencies working around HighLevel’s limits for bigger or more custom clients?](https://www.g2.com/discussions/how-are-other-agencies-working-around-highlevel-s-limits-for-bigger-or-more-custom-clients) - 3 comments, 1 upvote
- [Has pricing and “hidden” add‑ons changed how you package HighLevel to your own clients?](https://www.g2.com/discussions/has-pricing-and-hidden-add-ons-changed-how-you-package-highlevel-to-your-own-clients) - 1 comment
- [What tips do you have for keeping email and SMS healthy when the tech side feels fragile?](https://www.g2.com/discussions/what-tips-do-you-have-for-keeping-email-and-sms-healthy-when-the-tech-side-feels-fragile) - 1 comment, 1 upvote
- [How are you handling HighLevel’s steep learning curve without losing days of billable time?](https://www.g2.com/discussions/how-are-you-handling-highlevel-s-steep-learning-curve-without-losing-days-of-billable-time) - 1 comment
- [Unstable workflows and random glitches slow down client work and force me to recheck everything](https://www.g2.com/discussions/unstable-workflows-and-random-glitches-slow-down-client-work-and-force-me-to-recheck-everything) - 1 comment, 1 upvote

### [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews)

Trusted by over 500,000 businesses worldwide, Brevo (formerly Sendinblue) is the affordable, all-in-one marketing and CRM stack that helps growing businesses scale faster. It's easy to use and suitable for companies of all sizes. Build lasting customer relationships with Brevo's flexible toolkit. Products range from marketing to sales, chat, and transactional emails. Choose what you need — and only pay for what you use. Here are just some of the things you can do with Brevo: - Run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads - Trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs - Automate marketing activities to deliver the right message at the right time, and efficiently manage your audience - Reduce the number of marketing and sales apps — and get a full view of customer interactions with tools that talk to each other - Engage customers in real-time and reply to FAQs 24/7 with live chat and chatbot - Track leads, automate tasks, and schedule meetings with the Brevo Sales Platform - Connect your e-commerce store to track web sales and use the Retention analysis to improve your marketing strategy. - Talk to customers anytime, anywhere with Brevo’s cloud-based phone system Learn more and start for free at https://www.brevo.com/products/marketing-platform/ Get a custom quote: https://www.brevo.com/plus/contact/

**Average Rating:** 4.5/5.0

**Total Reviews:** 2,474

#### How Do G2 Users Rate Brevo Marketing Platform?

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

#### Who Is the Company Behind Brevo Marketing Platform?

- **Seller:** [Brevo](https://www.g2.com/sellers/brevo)
- **Company Website:** www.brevo.com
- **Year Founded:** 2012
- **HQ Location:** Paris
- **Twitter:** @brevo\_official  
16,032 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb1865e18004827ab2ea39c9799da0a35d0ec34e5b444058766b28b4d23a58f0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbrevo%2F&secure%5Burl_type%5D=linkedin_company_website)  
898 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Brevo Marketing Platform?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Brevo Marketing Platform's **ease of use** beneficial, praising its clean design and user-friendly interface.
- Users value the **easy scheduling and automation features** of Brevo, enhancing their email marketing efficiency significantly.
- Users appreciate the **convenient and efficient email marketing** features of Brevo, making automation and scheduling a breeze.
- Users find the **easy setup** of Brevo Marketing Platform essential for managing effective email campaigns effortlessly.
- Users appreciate the **simplicity** of Brevo, noting its ease in creating effective marketing campaigns without complexity.

##### Cons

- Users find **missing features** in Brevo, particularly with limited template flexibility and insufficient automation options.
- Users note the **limited features** in Brevo, particularly in template customization and workflow automation capabilities.
- Users find the **limited customization** of Brevo's templates restricts their ability to execute complex marketing tasks effectively.
- Users find the **learning curve steep** , as understanding advanced features and back-end processes can be complicated.
- Users find Brevo Marketing Platform to be **expensive** , especially with escalating costs for SMS and complex pricing tiers.

#### What Are Recent G2 Reviews of Brevo Marketing Platform?

**["WooCommerce data flows into Brevo without building another integration"](https://www.g2.com/survey_responses/brevo-marketing-platform-review-13148712)**

**Rating:** 4.5/5.0 stars

_— Alamgir H._

[Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-13148712)

**["Email marketing and marketing automation software that offers great value for growing businesses."](https://www.g2.com/survey_responses/brevo-marketing-platform-review-7612558)**

**Rating:** 5.0/5.0 stars

_— Ana T._

[Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-7612558)

#### What Are G2 Users Discussing About Brevo Marketing Platform?

- [What is Sendinblue used for?](https://www.g2.com/discussions/brevo-marketing-platform-what-is-sendinblue-used-for) - 1 comment, 1 upvote
- [Is Sendinblue free?](https://www.g2.com/discussions/is-sendinblue-free) - 6 comments
- [What is Sendinblue email?](https://www.g2.com/discussions/what-is-sendinblue-email) - 1 comment
- [What is Sendinblue?](https://www.g2.com/discussions/what-is-sendinblue) - 1 comment

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

Capsule CRM is a 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.

**Average Rating:** 4.7/5.0

**Total Reviews:** 503

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

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

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

- **Seller:** [Capsule](https://www.g2.com/sellers/capsule-e141d0ba-26b3-4a7a-ae6c-2531a3dc3de4)
- **Company Website:** capsulecrm.com
- **Year Founded:** 2007
- **HQ Location:** Manchester, GB
- **Twitter:** @CapsuleCRM  
5,249 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2069cf115d88637dd34d8e826d5843bf88fb6e8d8a66ed7764a7d98f3e237080&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F200221%2F&secure%5Burl_type%5D=linkedin_company_website)  
54 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Capsule CRM to be **very easy to use** , making it ideal for beginners and small businesses.
- Users commend the **responsive customer support** of Capsule CRM, appreciating quick resolutions and helpful interactions.
- Users find Capsule CRM to be **exceptionally user-friendly** , simplifying daily tasks and enhancing team collaboration effectively.
- Users appreciate the **simplicity** of Capsule CRM, enabling quick setup and effortless navigation for enhanced productivity.
- Users find Capsule CRM's **task management features** invaluable for organizing workflows and enhancing productivity.

##### Cons

- Users find the **missing features** like workflows and archiving limit Capsule CRM's effectiveness and usability.
- Users find the **limited customization** in Capsule CRM restricts their ability to adapt the platform to their needs.
- Users express concerns about **integration issues** with Capsule CRM, particularly with Microsoft Teams and marketing tools.
- Users find the **incomplete information** limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM.
- Users find the **learning curve challenging** , particularly for managing contacts and setting up custom fields effectively.

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

**["Easy-to-Use CRM That Saves Time with Helpful AI and Excellent Support"](https://www.g2.com/survey_responses/capsule-crm-review-13084659)**

**Rating:** 5.0/5.0 stars

_— Lucy M._

[Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13084659)

**["Capsule CRM: Flexible, Customizable and Ideal for Multi-Company Workflows"](https://www.g2.com/survey_responses/capsule-crm-review-13051231)**

**Rating:** 5.0/5.0 stars

_— Lincoln R._

[Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13051231)

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

- [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment
- [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment
- [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment
- [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) - 1 comment
- [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) - 1 comment

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

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 696

#### How Do G2 Users Rate EngageBay?

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

#### Who Is the Company Behind EngageBay?

- **Seller:** [EngageBay Inc](https://www.g2.com/sellers/engagebay-inc)
- **Company Website:** www.engagebay.com
- **Year Founded:** 2018
- **HQ Location:** Wilmington, Delaware
- **Twitter:** @engagebay  
16,866 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=965c404b58b2662271f49fe02e57d76d57f72941fa4b3b5af0bab064b4cc2b55&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13655085%2F&secure%5Burl_type%5D=linkedin_company_website)  
53 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Marketing Manager, Business Development Manager
- **Top Industries:** Information Technology and Services, Staffing and Recruiting
- **Company Size:** 69% Small, 32% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of EngageBay, seamlessly managing CRM, email marketing, and automation in one dashboard.
- Users value the **time-saving automation** of EngageBay, enhancing organization and streamlining daily operations effectively.
- Users praise the **exceptional customer support** at EngageBay, noting quick responses and helpful assistance from the support staff.
- Users value the **seamless integration** of CRM, email, and automation in EngageBay, enhancing workflow efficiency and reducing tool switching.
- Users praise EngageBay for its **streamlined automation** , enhancing efficiency by integrating CRM, email, and support in one platform.

##### Cons

- Users find the **missing features** hinder usability, especially for data analysis and email management functionality.
- Users experience **limited features** , feeling restricted by the lack of advanced functionalities and usability in EngageBay.
- Users find the **reporting features limited** , lacking the depth and detail needed for more specific needs.
- Users find the **limited customization** options frustrating, particularly with landing pages and workflows, impacting their overall experience.
- Users find the **reporting flexibility** lacking in EngageBay, hindering deeper analytics and advanced customer journey insights.

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

**["Streamlined Contact Management and Landing Pages That Keep Workflows Simple"](https://www.g2.com/survey_responses/engagebay-review-13149255)**

**Rating:** 5.0/5.0 stars

_— Srishti K._

[Read full review](https://www.g2.com/survey_responses/engagebay-review-13149255)

**["Drag-and-Drop Deals Pipeline and Scoring That Keep Opportunities on Track"](https://www.g2.com/survey_responses/engagebay-review-13160693)**

**Rating:** 4.5/5.0 stars

_— Thorbjoern G._

[Read full review](https://www.g2.com/survey_responses/engagebay-review-13160693)

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

- [What is EngageBay All-in-One Suite used for?](https://www.g2.com/discussions/what-is-engagebay-all-in-one-suite-used-for)

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

Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

**Average Rating:** 4.3/5.0

**Total Reviews:** 1,420

#### How Do G2 Users Rate Nutshell?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Nutshell?

- **Seller:** [Nutshell](https://www.g2.com/sellers/nutshell)
- **Company Website:** www.nutshell.com
- **Year Founded:** 2009
- **HQ Location:** Ann Arbor, Michigan
- **Twitter:** @nutshell  
2,794 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9251047849ae0bf5895a9d04882f4c03d2f5b824668a7735584bbaaad8738f8e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwebfxinc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,238 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 73% Small, 18% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Nutshell to be **super easy to use** , significantly enhancing their organization and lead management.
- Users value the **ease of organization** that Nutshell provides, enhancing efficiency throughout the admissions process.
- Users value the **excellent customer support** from Nutshell, appreciating responsive assistance and comprehensive educational resources.
- Users love the **user-friendly email marketing tools** in Nutshell, appreciating their effectiveness and seamless integration with other tools.
- Users find Nutshell **intuitive and easy to use** , enhancing collaboration and providing a great user experience.

##### Cons

- Users find Nutshell lacks essential **configuration and reporting features** , leading to inefficiencies and lost information during data entry.
- Users note the **limited features** in Nutshell, particularly desiring more customization and advanced automation options.
- Users notice **limited customization** options in Nutshell, impacting usability and personalization for mobile and email features.
- Users find the **learning curve challenging** due to frequent changes and a complicated layout affecting workflow.
- Users find the lack of **customization options and junk email filtering** in Nutshell's email management frustrating.

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

**["Perfect for a one-man-show!"](https://www.g2.com/survey_responses/nutshell-review-4955887)**

**Rating:** 5.0/5.0 stars

_— Tom B._

[Read full review](https://www.g2.com/survey_responses/nutshell-review-4955887)

**["Managing projects and client relationships feels much more organized"](https://www.g2.com/survey_responses/nutshell-review-13074453)**

**Rating:** 5.0/5.0 stars

_— Omar S._

[Read full review](https://www.g2.com/survey_responses/nutshell-review-13074453)

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

Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email.

**Average Rating:** 4.8/5.0

**Total Reviews:** 4,125

#### How Do G2 Users Rate Instantly?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Instantly?

- **Seller:** [Instantly](https://www.g2.com/sellers/instantly)
- **Company Website:** instantly.ai
- **Year Founded:** 2001
- **HQ Location:** Sheridan, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9261b7de97da67cdddd09b77b3180a53a5872b60d62348d7d263c5071a446b6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finstantlyapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
275 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, CEO
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 93% Small, 5% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Instantly, with simple setup and excellent support enhancing their experience.
- Users value the **easy scalability and personalized outreach** that Instantly provides, simplifying campaign management and optimization.
- Users commend **responsive customer support** from Instantly that simplifies setup and provides quick solutions for a seamless experience.
- Users appreciate the **time-saving capabilities** of Instantly, allowing for effortless task management and efficient email campaigns.
- Users praise the **Easy Setup** of Instantly, highlighting its straightforward mailbox configuration that streamlines email marketing tasks.

##### Cons

- Users find the pricing structure to be **expensive** , especially with essential features locked behind higher-tier plans.
- Users note the lack of **HR-specific features** , making candidate management and reporting cumbersome without additional tools.
- Users report issues with **email management** , including campaign failures, bounced emails, and missing attachments causing frustration.
- Users face **email issues** like campaign failures, integration challenges, and frustrating management of inbox features in Instantly.
- Users face a challenging **learning curve** with Instantly, complicating campaign setup and navigation compared to other services.

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

**["Perfect Balance: Easy Beginner-Friendly Setup, and Warmup That Allows Campaigns To Go Live Fast"](https://www.g2.com/survey_responses/instantly-review-12964227)**

**Rating:** 5.0/5.0 stars

_— Rahul K._

[Read full review](https://www.g2.com/survey_responses/instantly-review-12964227)

**["Instantly showed me that cold email is not just about writing better emails"](https://www.g2.com/survey_responses/instantly-review-13109041)**

**Rating:** 5.0/5.0 stars

_— Miguel F._

[Read full review](https://www.g2.com/survey_responses/instantly-review-13109041)

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

- [What is Instantly used for?](https://www.g2.com/discussions/what-is-instantly-used-for) - 9 comments, 2 upvotes

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 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated 

Products classified in the overall CRM category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business CRM category.

In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Small Business CRM Software category, a product must have at least 10 reviews left by a reviewer from a small business.

Top Tools at a Glance

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AI-automated pipeline-to-close CRM workflows

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User Review

"Scalable CRM for Modern Enterprise Sales Teams"

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Pipeline visibility with automated sales sequencing

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User Review

"User-Friendly, Highly Customizable, and Complete—Covers Everything I Need"

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Visual sales pipeline with deal-stage automation

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User Review

"A great visual and customizable CRM with Room for Label Improvements"

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Visual pipeline tracking with no-code automation

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User Review

"User-Friendly, Customisable Platform That Keeps Teams Aligned"

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Centralized lead-to-deal pipeline with workflow automation

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User Review

"A Cost-Effective, Turnkey CRM Solution"

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Pipeline-centric sales CRM for spreadsheet-to-CRM migration

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User Review

"Excellent CRM for Managing Business Leads Efficiently"

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High-velocity outbound sales with built-in dialer

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User Review

"Productive Communication, Needs Better Data Visibility"

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Behavior-triggered CRM with automation workflows

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User Review

"A super complete, powerful, and easy-to-use tool"

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Omnichannel CRM with white-label automation workflows

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User Review

"Outstanding C \*\*\*\*\* 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email"

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Flexible, AI-native pipeline and relationship CRM

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User Review

"Attio’s Flexible Data Model and Fast UI Make CRM Work Feel Effortless"

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