# Best CRM Software for Small Business - Page 10 ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,087 ### 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 - 1,087+ 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=128650&focus%5B%5D=1174041&focus%5B%5D=1934&focus%5B%5D=3296&focus%5B%5D=576) Highlighted products: HubSpot Sales Hub, Agentforce Sales (formerly Salesforce Sales Cloud), Pipedrive, Bigin by Zoho CRM, monday 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=bigin-by-zoho-crm&focus%5B%5D=monday-crm&focus%5B%5D=activecampaign&focus%5B%5D=close&focus%5B%5D=zoho-crm&segment=small-business) **Sponsored** ### Zoho CRM Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. [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=2026-08-03T12%3A47%3A09Z&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=576&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%3Fpage%3D10&secure%5Btoken%5D=08b8ee74927f0d759d2492f43f2a455fd71f7958011c1c40cd953633a699805f&secure%5Burl%5D=https%3A%2F%2Fwww.zoho.com%2Fcrm%2Fsignup.html%3Fplan%3Denterprise&secure%5Burl_type%5D=free_trial) ### [PlanPlus Online](https://www.g2.com/products/complete-xrm-planplus-online/reviews) PlanPlusOnline is a superior productivity CRM suite that offers best in class task management combined with Group Calendaring, Contact Management, Sales Automation, and Customization to rival the best custom applications. It is based on timeless principles of effectiveness developed inside of FranklinCovey and built over decades of practical application. The Implementations focus on building a Culture of Productivity and adapts the tool to your specific organization's desired culture. **Average Rating:** 4.7/5.0 **Total Reviews:** 32 #### How Do G2 Users Rate PlanPlus Online? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind PlanPlus Online? - **Seller:** [PlanPlus Online](https://www.g2.com/sellers/planplus-online) - **Year Founded:** 2003 - **HQ Location:** Salt Lake City, Utah - **Twitter:** @PlanPlus 1,168 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=453517c51961d014efee61c334571714c1b825daaf61553c4b832016c8d89228&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3186299%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 69% Small, 22% Medium #### What Are Recent G2 Reviews of PlanPlus Online? **["The best assistant that allows me to integrate with other systems."](https://www.g2.com/survey_responses/planplus-online-review-2437399)** **Rating:** 4.5/5.0 stars _— Quiana J. B._ [Read full review](https://www.g2.com/survey_responses/planplus-online-review-2437399) **["Easy to use and very customizable"](https://www.g2.com/survey_responses/planplus-online-review-6604842)** **Rating:** 4.5/5.0 stars _— Manmeet V._ [Read full review](https://www.g2.com/survey_responses/planplus-online-review-6604842) #### What Are G2 Users Discussing About PlanPlus Online? - [What is PlanPlus Online used for?](https://www.g2.com/discussions/what-is-planplus-online-used-for) ### [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews) NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting. **Average Rating:** 4.2/5.0 **Total Reviews:** 56 #### How Do G2 Users Rate Pershing Financial Services? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Pershing Financial Services? - **Seller:** [Pershing a BNY Mellon](https://www.g2.com/sellers/pershing-a-bny-mellon) - **Year Founded:** 1939 - **HQ Location:** Jersey City, New Jersey - **Twitter:** @Pershing 7,117 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f0163ce4c182714b24736c5232de859ba769b1d802c648870bd860aaaca3377&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpershing-a-bny-mellon-company%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 41% Large, 29% Small #### What Are Recent G2 Reviews of Pershing Financial Services? **["Community Sales Advisor"](https://www.g2.com/survey_responses/pershing-financial-services-review-7872227)** **Rating:** 5.0/5.0 stars _— Lonell R._ [Read full review](https://www.g2.com/survey_responses/pershing-financial-services-review-7872227) **["Good trading platform"](https://www.g2.com/survey_responses/pershing-financial-services-review-6967965)** **Rating:** 4.0/5.0 stars _— Brooke B._ [Read full review](https://www.g2.com/survey_responses/pershing-financial-services-review-6967965) #### What Are G2 Users Discussing About Pershing Financial Services? - [What is NetX360 used for?](https://www.g2.com/discussions/what-is-netx360-used-for) ### [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) Vtiger’s mission is to build software that gives customer-facing teams at small- and medium-sized businesses the ability to create fruitful and enduring relationships with customers. Vtiger CRM provides you a 360-degree view of all your customer information in one place and helps you optimize your sales, support, and marketing touch-points with real-time actions and conversational Insights. Vtiger CRM helps teams create delightful experiences across the entire customer lifecycle - AI-powered CRM and robust automation tools help sales teams to focus on the right deals and deliver growth. With Vtiger, get a unified CRM to break silos and get marketing, sales, and support on the same page with a single source of truth. Deliver exceptional customer experience and support by engaging with your customers across multiple channels. Manage your work on the go with our mobile applications for both Android and iOS. **Average Rating:** 4.3/5.0 **Total Reviews:** 389 #### How Do G2 Users Rate Vtiger All-In-One 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:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind Vtiger All-In-One CRM? - **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? - **Who Uses This:** CEO, Managing Director - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 68% Small, 30% Medium #### What Do G2 Reviewers Say About Vtiger All-In-One CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **affordability** of Vtiger All-In-One CRM, making it accessible for small organizations. - Users find the **call management feature** in Vtiger CRM helpful for tracking customer interactions effectively. - Users value the **customizability** of Vtiger All-In-One CRM, enabling tailored solutions for unique business needs. - Users value the **customization options** in Vtiger All-In-One CRM for tracking specific customer needs effectively. - Users love the **ease of use** of Vtiger All-In-One CRM, requiring no complex training for effective application. ##### Cons - Users note a **lack of essential features** in Vtiger All-In-One CRM compared to other CRM systems like SAP. - Users report **persistent bugs** and poor customer support, leading to frustrating experiences and unresolved migration issues. - Users report significant **CRM issues** with Vtiger, citing poor customer service and migration errors leading to frustration. - Users find Vtiger's interface **not intuitive** , complicating setup and hindering effective use of the system. - Users report that Vtiger can be **not user-friendly** , citing difficulties with setup and poor customer service throughout the process. #### What Are Recent G2 Reviews of Vtiger All-In-One CRM? **["All-in-One Vtiger Platform That Boosts Productivity and Team Coordination"](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-12792429)** **Rating:** 4.0/5.0 stars _— Verified User in Oil & Energy_ [Read full review](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-12792429) **["Easy to use"](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-6885870)** **Rating:** 5.0/5.0 stars _— Mbuso H._ [Read full review](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-6885870) #### What Are G2 Users Discussing About Vtiger All-In-One CRM? - [What is Vtiger All-In-One CRM used for?](https://www.g2.com/discussions/what-is-vtiger-all-in-one-crm-used-for) - [What is CRM in management?](https://www.g2.com/discussions/vtiger-all-in-one-crm-what-is-crm-in-management) - [Is vtiger free?](https://www.g2.com/discussions/is-vtiger-free) - [How do CRM systems work?](https://www.g2.com/discussions/how-do-crm-systems-work) - [What is the use of vtiger CRM?](https://www.g2.com/discussions/vtiger-all-in-one-crm-what-is-the-use-of-vtiger-crm) ### [EspoCRM](https://www.g2.com/products/espocrm/reviews) Open Source CRM application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities - all in an easy and intuitive interface. **Average Rating:** 4.5/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate EspoCRM? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind EspoCRM? - **Seller:** [EspoCRM](https://www.g2.com/sellers/espocrm) - **Year Founded:** 2014 - **HQ Location:** Chernivtsi, Ukraine - **Twitter:** @EspoCRM 669 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0e1bda799fbc016b5e79b816afd69a151a2c8c87ce38d54594ab9f8e1df7198a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5238217%2F&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 62% Small, 24% Medium #### What Do G2 Reviewers Say About EspoCRM? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **code-free customization** of EspoCRM, enabling intuitive and efficient workflow creation without technical knowledge. - Users value the **easy and code-free customization** in EspoCRM, enabling quick adjustments for non-technical users. - Users appreciate the **code-free automation** in EspoCRM, enabling quick and intuitive workflow customization for non-technical users. - Users love the **code-free customization** of EspoCRM, enabling intuitive and quick workflow creation for non-technical users. - Users enjoy the **ease of learning** with EspoCRM, appreciating intuitive customization and quick workflow creation without coding. ##### Cons - Users struggle with **email integration issues** , requiring third-party tools for essential features in EspoCRM. - Users find that **advanced features require technical expertise** , making effective implementation a challenge for some. - Users face **integration issues** with EspoCRM, requiring third-party tools for SMS and dynamic segments, complicating processes. - Users find it difficult that **SMS follow-ups and dynamic segment creation** require third-party tools, complicating lead management. - Users struggle with **missing features** in EspoCRM, requiring third-party tools for essential follow-up and segmentation tasks. #### What Are Recent G2 Reviews of EspoCRM? **["Tailor-Made for Data Privacy, But Lacks Advanced Analytics"](https://www.g2.com/survey_responses/espocrm-review-12930345)** **Rating:** 4.0/5.0 stars _— Thurston B._ [Read full review](https://www.g2.com/survey_responses/espocrm-review-12930345) **["Highly Customizable CRM Perfect for Design Workflows"](https://www.g2.com/survey_responses/espocrm-review-12912527)** **Rating:** 4.0/5.0 stars _— Bo L._ [Read full review](https://www.g2.com/survey_responses/espocrm-review-12912527) #### What Are G2 Users Discussing About EspoCRM? - [What is self hosted CRM?](https://www.g2.com/discussions/what-is-self-hosted-crm) - 1 comment - [How do I set up EspoCRM?](https://www.g2.com/discussions/how-do-i-set-up-espocrm) - 1 comment - [How do you use ESPO CRM?](https://www.g2.com/discussions/how-do-you-use-espo-crm) - [Is EspoCRM legit?](https://www.g2.com/discussions/is-espocrm-legit) ### [LeadSquared Sales CRM](https://www.g2.com/products/leadsquared-sales-crm/reviews) LeadSquared Sales CRM is our core sales execution product, built to support inside sales, call center, and field sales teams in managing leads, tracking pipeline activity, and closing deals from a single platform. It functions as the central hub that our other modules — marketing, mobile, service — connect into. We cover several areas of the sales process. Our lead management handles capturing leads from various sources, qualifying and scoring them automatically, and routing them to the appropriate rep or team based on configurable rules. We give sales reps a "Smart Views" interface intended to show them a prioritized list of just their own tasks and leads, rather than a cluttered general view. Our opportunity management lets teams track deals with higher revenue potential separately from standard leads, including mapping multiple opportunities tied to the same account. We've built in communication tools including click-to-call dialing with call logging, and messaging via email, WhatsApp, and SMS, with the ability to send bulk campaigns or automated replies and track engagement on individual messages. Our no-code workflow builder lets admins configure sales processes — approvals, follow-up sequences, notifications — without needing developer involvement, and we support multiple concurrent sales processes for organizations running several product lines or teams. For field-based reps, our CRM includes the mobile app functionality we described above (territory management, GPS tracking, beat planning). Our reporting and dashboards cover call volume and connect rates, conversation tracking (opens/clicks on emails and messages), revenue by rep or region, and sales closure against targets, with role-based access so different teams see relevant views. We integrate with third-party tools spanning WhatsApp Business API, analytics platforms, telephony providers, payment gateways, and meeting schedulers. We typically price this product on a per-user, per-month basis, and we publish a separate pricing page for specific tiers. We market this product broadly across industries including education, financial services, healthcare, real estate, and automotive, and cite customers from various NBFCs and educational institutions in our case studies. **Average Rating:** 4.5/5.0 **Total Reviews:** 293 #### How Do G2 Users Rate LeadSquared Sales CRM? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind LeadSquared Sales CRM? - **Seller:** [LeadSquared](https://www.g2.com/sellers/leadsquared) - **Year Founded:** 2011 - **HQ Location:** Bangalore - **Twitter:** @LeadSquared 1,470 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ad5ab27826d6eabef0bbaf2f637d5ec31d28b4b1c1d762bc6bae650ab0d5756f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2502171%2F&secure%5Burl_type%5D=linkedin_company_website) 1,089 employees on LinkedIn® - **Phone:** 848-248-4002 #### Who Uses This Product? - **Who Uses This:** Inside sales specialist, Business Analyst - **Top Industries:** Education Management, Financial Services - **Company Size:** 54% Medium, 28% Large #### What Do G2 Reviewers Say About LeadSquared Sales CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **efficient lead management** of LeadSquared, enhancing organization and reducing manual tasks in their sales process. - Users find LeadSquared Sales CRM to be highly **user-friendly** , simplifying workflows and enhancing productivity in sales management. - Users value the **efficient lead generation** capabilities of LeadSquared, enhancing tracking and nurturing throughout the sales process. - Users commend the **efficiency** of LeadSquared Sales CRM, which streamlines tasks and automates reminders for better productivity. - Users find the **intuitive interface** of LeadSquared makes managing leads and workflows effortless and efficient. ##### Cons - Users experience **slow loading** issues and delays in customer support responses, impacting efficiency and frustration during usage. - Users experience a **steep learning curve** with LeadSquared due to its initial lack of intuitiveness and slow performance. - Users often experience **slow performance** with LeadSquared, particularly when handling large datasets or facing server issues. - Users point out the **missing AI integration** in LeadSquared Sales CRM, alongside performance and reporting limitations affecting usability. - Users find the **slow speed** of LeadSquared Sales CRM frustrating, especially when managing complex automations and large data. #### What Are Recent G2 Reviews of LeadSquared Sales CRM? **["Simplifies Lead Tracking Across Multiple Channels"](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013)** **Rating:** 4.5/5.0 stars _— Megha A._ [Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013) **["Simple, Time-Saving Tool"](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13077867)** **Rating:** 5.0/5.0 stars _— Vikas G._ [Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13077867) #### What Are G2 Users Discussing About LeadSquared Sales CRM? - [What is LeadSquared Sales + Mobile CRM used for?](https://www.g2.com/discussions/what-is-leadsquared-sales-mobile-crm-used-for) - 3 comments - [Is LeadSquared a good company?](https://www.g2.com/discussions/is-leadsquared-a-good-company) - 2 comments - [What is Mobile CRM and why is it important?](https://www.g2.com/discussions/what-is-mobile-crm-and-why-is-it-important) - 1 comment - [How much is LeadSquared?](https://www.g2.com/discussions/how-much-is-leadsquared) - [What is CRM in LeadSquared?](https://www.g2.com/discussions/what-is-crm-in-leadsquared) ### [Zixflow](https://www.g2.com/products/zixflow/reviews) Zixflow redefines how we manage & engage contacts. It's agile, customizable, and AI-driven. A unified workspace to shape your CRM, automate workflows, and drive engagement through Email, SMS & WhatsApp. What makes Zixflow different? ✅ Sleek and user-friendly UI ✅ All-in-one workspace ✅ Highly customizable for diverse use cases ✅ Transparent pricing and pay-as-you-go for campaigns ✅ Make engagement and automation flows seamlessly ✅ Zixflow AI to work for you ✅ Robust data security and precise user permission control What's Inside Zixflow? 📍 Track interactions with your customers 📍 Create contact lists for every use case 📍 Visualize data with table and kanban views 📍 Run outreach campaigns via SMS, Email, and WhatsApp 📍 Manage replies in a unified inbox 📍 Easily find and verify email addresses 📍 Capture leads with sleek and modern forms 📍 Zixflow AI for custom fields, personalization, and spontaneous ice-breakers 📍 Automate with cadences and workflow automation **Average Rating:** 4.9/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate Zixflow? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind Zixflow? - **Seller:** [Prem](https://www.g2.com/sellers/prem) - **HQ Location:** Delaware, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=85849358ee2b8dcda8f365a3a1c08ca04fa620bde3806042a764614e66562cf9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalessimplify&secure%5Burl_type%5D=linkedin_company_website) 25 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 79% Small, 17% Medium #### What Do G2 Reviewers Say About Zixflow? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **customizability** of Zixflow, enhancing data with verified emails and personalized AI fields. - Users value Zixflow for its **data accuracy** , enhancing their experience with verified emails and custom AI fields. - Users find Zixflow to be **user-friendly** , enjoying seamless navigation between modules once accustomed to the system. - Users praise Zixflow for its **easy tracking** of leads, enhancing organization and support for effective lead nurturing. - Users appreciate the **intuitive interface** of Zixflow, enabling seamless navigation between modules once familiarized. ##### Cons - Users report frequent issues with the **email finder and validation** , resulting in invalid addresses being identified. - Users experience **data inaccuracy** with Zixflow, as email finder often fails to validate or find correct addresses. - Users often face issues with the **email finder and validation** , leading to invalid email address returns. - Users report that the **email finder and validation** occasionally fail to retrieve valid email addresses, causing frustration. - Users find the **learning curve challenging** , but appreciate the detailed help center for guidance in navigating the platform. #### What Are Recent G2 Reviews of Zixflow? **["Streamlining Workflow: A Comprehensive Review of ZixFlow's Efficiency and Functionality"](https://www.g2.com/survey_responses/zixflow-review-9222511)** **Rating:** 5.0/5.0 stars _— Shruti M._ [Read full review](https://www.g2.com/survey_responses/zixflow-review-9222511) **["An excellent software for enriching our data"](https://www.g2.com/survey_responses/zixflow-review-9189731)** **Rating:** 5.0/5.0 stars _— Alex E._ [Read full review](https://www.g2.com/survey_responses/zixflow-review-9189731) ### [GleanView](https://www.g2.com/products/gleanview/reviews) GleanView is a B2B sales and marketing software platform for small and medium businesses. Our family of products addresses B2B sales and marketing challenges from top to bottom of the funnel by harnessing the power of automations and focusing on doing more with less. They can be used together to create a seamless platform, or can be plugged into your existing software to fill gaps and extend functionality. **Average Rating:** 4.7/5.0 **Total Reviews:** 21 #### How Do G2 Users Rate GleanView? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind GleanView? - **Seller:** [GleanView](https://www.g2.com/sellers/gleanview) - **Year Founded:** 2015 - **HQ Location:** Jacksonville, FL - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0ba6cd7675dbf0d6ef3fc7ed035719b202a78131d08e059102fadb03345e7e8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10406427%2F&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Recreational Facilities and Services - **Company Size:** 67% Small, 24% Medium #### What Are Recent G2 Reviews of GleanView? **["The best relationship you will have with your customers."](https://www.g2.com/survey_responses/gleanview-review-2946134)** **Rating:** 4.5/5.0 stars _— Sandra W._ [Read full review](https://www.g2.com/survey_responses/gleanview-review-2946134) **["Everyone is on the same page 24/7/365 with where a potential customer is in our sales pipeline."](https://www.g2.com/survey_responses/gleanview-review-2343225)** **Rating:** 5.0/5.0 stars _— Mable G._ [Read full review](https://www.g2.com/survey_responses/gleanview-review-2343225) #### What Are G2 Users Discussing About GleanView? - [What is GleanView used for?](https://www.g2.com/discussions/what-is-gleanview-used-for) ### [GreenRope](https://www.g2.com/products/greenrope/reviews) GreenRope is an all-in-one, complete CRM, marketing automation, and customer service solution designed for businesses doing big things. GreenRope combines sales, marketing, and operations into one, highly customizable software solution built for your business. GreenRope is more than software, it’s a way of doing business. We help our users break down departmental silos to create streamlined business processes. GreenRope’s CRM has all the tools and integrations you need for sales, marketing, customer service, and operations. Real power comes from an integrated approach, and that’s exactly what GreenRope offers. GreenRope includes advanced marketing automation capabilities, drag-and-drop customer journey mapping, sales force automation, customer service tools, and a tool box of other features to help manage and operate your business. GreenRope gives you control over your entire business from sales to marketing to customer service.You get a 360-degree view of your customers and a better way to manage and reach your KPIs. GreenRope is one of the only true all-in-one solutions. Everyone in your organization can use GreenRope to manage sales, boost marketing initiatives, and use data to create better customer experiences. Plus, additional users are always free. Effectively manage your sales pipeline with in-depth sales enablement tools. Customize the way you view your contacts, schedule appointments, automate follow-ups, and easily view all sales opportunities. GreenRope gives you marketing automation that's easy to set up, test, and execute. Never miss an opportunity to provide the best customer experience through personalized communication and data-driven strategies. With GreenRope, you can manage multiple channels - websites, email, mobile, social, and more - all in the same platform. We are here when you need us. Contact us 24/7 via chat, email, and more. Plus, we provide in-depth onboarding with personalized training, a certification program, and hundreds of online resources to ensure your success. GreenRope is a company built around providing exceptional value to our customers. Since we started in 2008, we have evolved from being one of the first email marketing service providers to being the first, truly Complete CRM on the market. Combining sales, marketing, and operations in to a single platform, GreenRope inspires collaboration with your clients, vendors, and employees and we live this collaborative culture, listening to people like you to build what YOU want to run your business. GreenRope's Complete CRM helps business owners, sales managers and marketers bridge the gap between departments and make data accessible throughout, so your business runs smoothly and effectively with all the information a team needs to better target and serve their leads and customers. **Average Rating:** 4.3/5.0 **Total Reviews:** 219 #### How Do G2 Users Rate GreenRope? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind GreenRope? - **Seller:** [GreenRope](https://www.g2.com/sellers/greenrope) - **Year Founded:** 2008 - **HQ Location:** Solana Beach, CA - **Twitter:** @GreenRope 5,179 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8aebcb61e78a65ec237d0ab1bbe336c9b7d01d3ff8e92076f50bf189cc4b687&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2235385%2F&secure%5Burl_type%5D=linkedin_company_website) 11 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 80% Small, 16% Medium #### What Do G2 Reviewers Say About GreenRope? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of GreenRope, facilitating seamless management of CRM and marketing tasks effortlessly. - Users value the **easy and powerful email marketing** features of GreenRope, enhancing efficiency and engagement effortlessly. - Users value the **seamless integration** of GreenRope, greatly enhancing efficiency and productivity in managing leads and campaigns. - Users value the **seamless automation** of GreenRope, which significantly enhances efficiency and improves conversion rates. - Users benefit from **powerful automation features** in GreenRope that streamline workflows and enhance engagement effortlessly. ##### Cons - Users express concerns about **missing features** in GreenRope, particularly in email control and operational tools. - Users find that **expertise is required** to navigate GreenRope's complex features, making setup challenging for newcomers. - Users report **feature issues** with GreenRope, including inconsistent email deliverability and limitations in the editing tools. - Users find the **learning curve steep** , as the packed dashboard and complex features require significant time to master. - Users feel the **limited features** of GreenRope fail to meet complex operational needs, requiring significant improvements. #### What Are Recent G2 Reviews of GreenRope? **["GreenRope Next Generation CRM: Powerful Real-Time Sync and Automation"](https://www.g2.com/survey_responses/greenrope-review-11821654)** **Rating:** 4.5/5.0 stars _— Rajesh M._ [Read full review](https://www.g2.com/survey_responses/greenrope-review-11821654) **["Seamlessly Integrated All-in-One CRM Solution"](https://www.g2.com/survey_responses/greenrope-review-12410603)** **Rating:** 4.0/5.0 stars _— Sival P._ [Read full review](https://www.g2.com/survey_responses/greenrope-review-12410603) ### [Sellsy](https://www.g2.com/products/sellsy/reviews) Sellsy is a comprehensive CRM solution; there is no need to hassle with multiple software. Sellsy manages every point of the sales process from prospecting to payment. Companies using Sellsy increase sales, make more informed decisions, and master efficiency. Sellsy can be adapted to fit the needs of your business. Available online, web & mobile devices, at an affordable price. The Sellsy Solution includes: • Lead Generation, Tracking & Scoring • Invoicing • Customer Service Management • Automated Marketing Campaigns and Emails • 360 Customer View • Pipeline View • Collaborative Tools • Project Management • Purchases, Expenses & Margins • E-commerce • POS • Time Tracking & much more! **Average Rating:** 4.0/5.0 **Total Reviews:** 16 #### How Do G2 Users Rate Sellsy? - **Has the product been a good partner in doing business?:** 6.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Sellsy? - **Seller:** [Easybill](https://www.g2.com/sellers/easybill) - **Year Founded:** 2009 - **HQ Location:** La Rochelle, Nouvelle Aquitaine - **Twitter:** @sellsy\_app 4,849 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b570a587cb5910ecd375ac585f3f59cef1557c138ec4fba96eb75ef79e0050f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feasybill&secure%5Burl_type%5D=linkedin_company_website) 173 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 88% Small, 13% Medium #### What Do G2 Reviewers Say About Sellsy? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **automation capabilities** of Sellsy, enabling effortless bill creation and sending. - Users appreciate the **automation features** of Sellsy, finding it easy to create and send bills automatically. - Users find Sellsy to be **easy to use** , allowing for automation of tasks like bill creation and sending. - Users praise the **easy-to-use invoicing** feature of Sellsy, allowing for automated bill creation and sending. ##### Cons - Users find the **learning curve steep** , taking about a week to fully grasp Sellsy's functionalities. - Users report a **learning difficulty** , noting it takes about a week to grasp Sellsy's functionality. - Users find Sellsy's interface **not intuitive** , making it challenging to navigate and use effectively. - Users find the tool **not user-friendly** , struggling with its lack of intuitiveness and ease of use. #### What Are Recent G2 Reviews of Sellsy? **["good crm solution for small sized business"](https://www.g2.com/survey_responses/sellsy-review-12027243)** **Rating:** 4.0/5.0 stars _— Isaac S._ [Read full review](https://www.g2.com/survey_responses/sellsy-review-12027243) **["Optimal invoice management, but many features to discover"](https://www.g2.com/survey_responses/sellsy-review-11884747)** **Rating:** 5.0/5.0 stars _— Emilie L._ [Read full review](https://www.g2.com/survey_responses/sellsy-review-11884747) #### What Are G2 Users Discussing About Sellsy? - [What is Sellsy used for?](https://www.g2.com/discussions/what-is-sellsy-used-for) ### [Positive User](https://www.g2.com/products/positive-user/reviews) Part of Positive’s digital marketing ecosystem, Positive User is the customer engagement platform built to bridge the gap between tools that are too limited for growth and platforms that are too complex and expensive. One platform. Every channel. One customer profile. Email, SMS, WhatsApp, web push, in-app, chat, landing pages, CRM, and automation: what five different vendors usually sell you, working from a single login. Marketing, sales, and customer service teams across Europe use Positive User to orchestrate the full customer journey, from first contact to loyalty, without technical barriers. What makes us different: -Clean and intuitive by design: drag-and-drop builder, ready-made automation scenarios, and onboarding AI who do the heavy lifting with you - Powerful enough to scale without limits: advanced workflows, granular segmentation and behavioral triggers -AI-native from day one: Uma, our always-on AI assistant, is embedded directly in your workflow so you can access data and uncover insights in natural language, instantly -Built and hosted in Europe: 100% European infrastructure, teams, and data governance, under European law -Human at the core: multilingual support, local teams, and strategic guidance from people who know your market Our team consists of people who always reach out for more and don’t understand the meaning of the word ‘impossible’. Trusted by 100,000+ businesses across Europe. From independent founders to companies serving millions of customers. To learn more visit: https://user.com/ **Average Rating:** 4.3/5.0 **Total Reviews:** 51 #### How Do G2 Users Rate Positive User? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 6.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind Positive User? - **Seller:** [Positive User](https://www.g2.com/sellers/positive-user) - **Year Founded:** 2016 - **HQ Location:** Paris, FR - **Twitter:** @user\_com\_app 6,263 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=70a50bafdda6c7c884c51ce22a55aa41734c9b2cfedfb7901c2703a98a724261&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fuser-com%2F&secure%5Burl_type%5D=linkedin_company_website) 72 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 76% Small, 18% Medium #### What Do G2 Reviewers Say About Positive User? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **effortless automation** capabilities of User.com, streamlining marketing operations and saving significant time. - Users value the **automation features** of User.com, enabling efficient campaign management and seamless engagement across channels. - Users commend the **ease of use** of User.com, highlighting its intuitive setup and streamlined marketing processes. - Users appreciate the **easy implementation** of User.com, allowing for a quick and straightforward setup process for marketing automation. - Users appreciate the **easy setup** of User.com, enabling quick onboarding and seamless integration with existing tools. ##### Cons - Users face **automation complexity** in Positive User, struggling with advanced setups and overwhelming features for new users. - Users find the **automation limitations** in Positive User hinder complex workflows, requiring cumbersome workarounds for advanced scenarios. - Users experience **occasional glitches** with email delivery and integrations that hinder workflow efficiency. - Users find the **learning curve steep** with User.com due to complex features and automation setups for new users. - Users note a **lack of advanced customization** in workflow options, limiting complex automation abilities and user journeys. #### What Are Recent G2 Reviews of Positive User? **["Comprehensive CRM and Automation, Needs Enhanced Insights"](https://www.g2.com/survey_responses/positive-user-review-12532905)** **Rating:** 4.0/5.0 stars _— Udaya D._ [Read full review](https://www.g2.com/survey_responses/positive-user-review-12532905) **["Perfect Fit for DACH B2B Sales Compliance"](https://www.g2.com/survey_responses/positive-user-review-12983474)** **Rating:** 4.0/5.0 stars _— Verified User in Building Materials_ [Read full review](https://www.g2.com/survey_responses/positive-user-review-12983474) #### What Are G2 Users Discussing About Positive User? - [What does User.Com do?](https://www.g2.com/discussions/what-does-user-com-do) - 1 comment - [What is UserEngage?](https://www.g2.com/discussions/what-is-userengage) - [Is User com good?](https://www.g2.com/discussions/is-user-com-good) - 1 comment - [Is user com a CRM?](https://www.g2.com/discussions/is-user-com-a-crm) ### [CentraHub CRM](https://www.g2.com/products/centrahub-crm-g2/reviews) CentraHub CRM is a future-proof business automation solution that functions as a single source of data and processes for all operations. It is an industry-ready, mobile-optimized CRM with dedicated modules for marketing, sales, and service automation. Apart from its RESTful API integrations, CentraHub CRM also equips users with digital commerce and cross CRM tools. CentraHub CRM could be used by businesses in all major industries and verticals. We provide industry-specific CRM systems tailored to their unique requirements. • Real Estate • Computer Aided Facility Management • Auto Sales, Garages and Rentals • Education Management • Project Management • Delivery and Courier Management • Professional Services • Loyalty Management • Asset Management **Average Rating:** 4.8/5.0 **Total Reviews:** 31 #### How Do G2 Users Rate CentraHub CRM? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind CentraHub CRM? - **Seller:** [Centra Hub](https://www.g2.com/sellers/centra-hub) - **Year Founded:** 2016 - **HQ Location:** Hyderabad, Telangana - **Twitter:** @CentrahubCRM 250 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ee5ac48d7f784f42bb92a3e676e19494ad8852817e250bae0ca1e1aa8eea95ed&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcentrahubcrm&secure%5Burl_type%5D=linkedin_company_website) 90 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 62% Medium, 36% Small #### What Are Recent G2 Reviews of CentraHub CRM? **["Best CRM to use for customer relationship"](https://www.g2.com/survey_responses/centrahub-crm-review-8644365)** **Rating:** 4.5/5.0 stars _— dipesh P._ [Read full review](https://www.g2.com/survey_responses/centrahub-crm-review-8644365) **["Perfect CRM for Mid size business"](https://www.g2.com/survey_responses/centrahub-crm-review-10245823)** **Rating:** 5.0/5.0 stars _— Virat G._ [Read full review](https://www.g2.com/survey_responses/centrahub-crm-review-10245823) ### [Bloom](https://www.g2.com/products/bloom-io-bloom/reviews) Bloom is a business workspace for independent business owners, freelancers, and service professionals. It connects all client touch-points in a professional experience, including digital forms, quotes, contracts, invoices, digital payments, communication, scheduling, and even the client portal. **Average Rating:** 4.5/5.0 **Total Reviews:** 82 #### How Do G2 Users Rate Bloom? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Bloom? - **Seller:** [Bloom.io](https://www.g2.com/sellers/bloom-io) - **Year Founded:** 2015 - **HQ Location:** Vancouver, WA - **Twitter:** @bloomcrm 9,470 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8e32859d99e7a8ec92a793c56e3630123c29f99456dac42d0da0ef42041b2cd1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbloomcrm%2F&secure%5Burl_type%5D=linkedin_company_website) 11 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Photography, Marketing and Advertising - **Company Size:** 100% Small #### What Do G2 Reviewers Say About Bloom? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **stunning UI** of Bloom, finding it ideal for centralizing communications for small teams and solopreneurs. - Users love the **intuitive UI** of Bloom, which effectively centralizes client communications for small teams. - Users love the **intuitive interface** of Bloom, enhancing productivity for solopreneurs and small creative teams. - Users love the **user-friendly interface** of Bloom, which simplifies client communication for solopreneurs and small teams. - Users love the **stunning user interface** of Bloom, making client communication centralization easy for solopreneurs and teams. ##### Cons - Users find the **limited features** of Bloom lacking, as it only offers project tracking without task management capabilities. - Users find the **lack of a task management system** limits Bloom’s project management capabilities, focusing more on tracking. #### What Are Recent G2 Reviews of Bloom? **["The Absolute Best CRM"](https://www.g2.com/survey_responses/bloom-review-8244740)** **Rating:** 5.0/5.0 stars _— Rachel M._ [Read full review](https://www.g2.com/survey_responses/bloom-review-8244740) **["Sleek and comprehensive system for any design-driven profession"](https://www.g2.com/survey_responses/bloom-review-8277277)** **Rating:** 5.0/5.0 stars _— Alexis N._ [Read full review](https://www.g2.com/survey_responses/bloom-review-8277277) ### [Claritysoft](https://www.g2.com/products/claritysoft/reviews) Clarity CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM, from Claritysoft, was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost. **Average Rating:** 4.3/5.0 **Total Reviews:** 105 #### How Do G2 Users Rate Claritysoft? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Claritysoft? - **Seller:** [Claritysoft](https://www.g2.com/sellers/claritysoft) - **Year Founded:** 2006 - **HQ Location:** Dublin, OH - **Twitter:** @Claritysoft 375 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8efb1641774720d659bee48d815ca97c56f29370b353da859773006bbccd7925&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F579099%2F&secure%5Burl_type%5D=linkedin_company_website) 23 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Marketing and Advertising - **Company Size:** 63% Small, 25% Medium #### What Do G2 Reviewers Say About Claritysoft? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Claritysoft, enabling quick access to organized customer information and sales tracking. - Users appreciate the **easy tracking** capabilities of Claritysoft, which streamline lead management and enhance productivity. - Users appreciate the **organized lead management** in Claritysoft, allowing easy tracking and effective automation of sales processes. - Users appreciate the **automation features** of Claritysoft, like task reminders that ensure nothing slips through the cracks. - Users value the **easy customization** of Claritysoft, allowing tailored dashboards to focus on essential metrics effortlessly. ##### Cons - Users note **feature issues** in Claritysoft, particularly regarding limited customization and a dated interface affecting usability. - Users find **limited customization** options in Claritysoft hinder their ability to tailor workflows effectively. - Users find the **UI dated** and desire more customization and flexible reporting tools for a better experience. - Users find the **slow loading** of Claritysoft's interface affects navigation and overall user experience. #### What Are Recent G2 Reviews of Claritysoft? **["Simple, Scalable, and Stress-Free CRM."](https://www.g2.com/survey_responses/claritysoft-review-12675195)** **Rating:** 4.0/5.0 stars _— Priya K._ [Read full review](https://www.g2.com/survey_responses/claritysoft-review-12675195) **["Streamlined Client Management with Agency-Focused Features"](https://www.g2.com/survey_responses/claritysoft-review-13064556)** **Rating:** 4.0/5.0 stars _— Verified User in Marketing and Advertising_ [Read full review](https://www.g2.com/survey_responses/claritysoft-review-13064556) #### What Are G2 Users Discussing About Claritysoft? - [What is your experience regarding pricing and costs for Claritysoft CRM?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-claritysoft-crm) - [What is Claritysoft used for?](https://www.g2.com/discussions/what-is-claritysoft-used-for) ### [Ringy (formerly iSales)](https://www.g2.com/products/ringy-formerly-isales/reviews) The CRM built on what matters most – communication! Conversations drive sales. Ringy handles them for you. Turn calls into customers with an automated sales team in your back pocket. Ringy is a complete CRM designed to support your team, enhance performance, and bridge the gap between lead nurture and deal closure. With Ringy, growing businesses get state-of-the-art CRM features at a competitive price. **Average Rating:** 4.6/5.0 **Total Reviews:** 54 #### How Do G2 Users Rate Ringy (formerly iSales)? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind Ringy (formerly iSales)? - **Seller:** [Kovacs Systems](https://www.g2.com/sellers/kovacs-systems) - **Year Founded:** 2013 - **HQ Location:** Denver, CO - **Twitter:** @RingyCRM 94 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c29f65f98311d412d095c13a99de488225e4d5808ec69f520743372789169081&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fringycrm%2F&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Insurance - **Company Size:** 53% Small, 26% Large #### What Do G2 Reviewers Say About Ringy (formerly iSales)? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Ringy, finding navigation and lead management simple and visually appealing. - Users find the **easy navigation** of Ringy helpful for managing leads effectively, enhanced by visually pleasing color coordination. - Users praise the **easy navigation and visual appeal** in managing leads with Ringy, enhancing their experience. - Users admire the **ease of navigation in lead management** , enhanced by visually appealing color coordination. - Users find the **navigation ease** of Ringy intuitive and visually pleasing, making lead management effortless. ##### Cons - Users find Ringy **expensive** , struggling to see how their spending translates to actual usage like minutes and texts. #### What Are Recent G2 Reviews of Ringy (formerly iSales)? **["Ringing with Ringy"](https://www.g2.com/survey_responses/ringy-formerly-isales-review-11098977)** **Rating:** 4.5/5.0 stars _— Verified User in Insurance_ [Read full review](https://www.g2.com/survey_responses/ringy-formerly-isales-review-11098977) **["GREATEST CRM!!"](https://www.g2.com/survey_responses/ringy-formerly-isales-review-4357198)** **Rating:** 5.0/5.0 stars _— Jon S._ [Read full review](https://www.g2.com/survey_responses/ringy-formerly-isales-review-4357198) #### What Are G2 Users Discussing About Ringy (formerly iSales)? - [What is Ringy (formerly iSales) used for?](https://www.g2.com/discussions/what-is-ringy-formerly-isales-used-for) ### [SalesBabu CRM](https://www.g2.com/products/salesbabu-crm/reviews) SalesBabu CRM is a cloud-based Customer Relationship Management solution designed to streamline sales processes and enhance customer engagement for businesses of all sizes. It offers a comprehensive suite of tools that facilitate efficient management of sales leads, customer contacts, quotations, sales pipelines, and analytics, all accessible from a unified platform. Key Features and Functionality: - Contact Management: Organize and maintain detailed records of customer interactions and information. - Lead Management: Track and nurture potential customers through the sales funnel. - Sales Automation: Automate routine sales tasks to improve efficiency and reduce manual errors. - Sales Forecasting: Analyze sales data to predict future sales trends and make informed decisions. - Document Management: Store and manage important sales documents and forms securely. - Inventory Management: Monitor and control inventory levels to ensure optimal stock availability. - Customer Support Integration: Provide after-sales service and support to enhance customer satisfaction. Primary Value and Solutions Provided: SalesBabu CRM empowers businesses to optimize their sales processes by providing real-time insights and automation tools that reduce operational costs and improve productivity. By centralizing customer information and sales activities, it enables sales teams to make data-driven decisions, enhance customer relationships, and ultimately drive business growth. The platform's cloud-based nature ensures accessibility from anywhere, facilitating seamless collaboration among team members and ensuring that customer interactions are managed effectively. **Average Rating:** 4.3/5.0 **Total Reviews:** 34 #### How Do G2 Users Rate SalesBabu CRM? - **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:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind SalesBabu CRM? - **Seller:** [SalesBabu Business Solutions Pvt Ltd](https://www.g2.com/sellers/salesbabu-business-solutions-pvt-ltd) - **Year Founded:** 2006 - **HQ Location:** Bangalore, Karnataka - **Twitter:** @SalesBabu 215 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=436f8a8d4c613da5cd67cf67245ba1309a74ad3e5462577a92c7064984584ebe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F804210%2F&secure%5Burl_type%5D=linkedin_company_website) 27 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software - **Company Size:** 47% Medium, 35% Small #### What Do G2 Reviewers Say About SalesBabu CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users find SalesBabu CRM's **ease of use** exceptional, enabling efficient lead management with a user-friendly setup. - Users praise the **easy setup** of SalesBabu CRM, facilitating a smooth start to managing leads and workflows. - Users find SalesBabu CRM's **lead management capabilities** invaluable for efficient workflow and effective sales tracking. - Users appreciate the **ease of customer management** with SalesBabu CRM, making it simple to track leads and customers. - Users find the **easy implementation** of SalesBabu CRM enhances their ability to quickly utilize its powerful features. ##### Cons - Users find the **high complexity** of SalesBabu CRM makes it less flexible and slower to navigate. - Users find the **lack of automation for cold lead removal** hinders efficient lead management and increases manual effort. - Users note the **outdated interface** of SalesBabu CRM, mentioning a need for a more modern and user-friendly design. - Users feel the **interface is outdated** and in need of a refresh for improved user-friendliness and modern appeal. - Users find the **slow performance** of SalesBabu CRM frustrating, impacting their overall productivity and efficiency. #### What Are Recent G2 Reviews of SalesBabu CRM? **["Effortless Compliance and Smooth Operations, Needs Better Integrations"](https://www.g2.com/survey_responses/salesbabu-crm-review-12946966)** **Rating:** 4.0/5.0 stars _— Hisham K._ [Read full review](https://www.g2.com/survey_responses/salesbabu-crm-review-12946966) **["Centralized Efficiency, Needs UI Update"](https://www.g2.com/survey_responses/salesbabu-crm-review-12637532)** **Rating:** 5.0/5.0 stars _— MANAV M._ [Read full review](https://www.g2.com/survey_responses/salesbabu-crm-review-12637532) #### What Are G2 Users Discussing About SalesBabu CRM? - [What is CRM and its functions?](https://www.g2.com/discussions/salesbabu-crm-what-is-crm-and-its-functions) - [Which CRM system does Simplus use?](https://www.g2.com/discussions/which-crm-system-does-simplus-use) - 1 comment - [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/salesbabu-crm-what-are-the-3-main-elements-of-crm-software) - [What are key features of a CRM system?](https://www.g2.com/discussions/salesbabu-crm-what-are-key-features-of-a-crm-system) - [‹ Prev‹ Prev](/categories/crm/small-business?order=g2_score&page=9#product-list) - [1](/categories/crm/small-business?order=g2_score#product-list) - [2](/categories/crm/small-business?order=g2_score&page=2#product-list) - … - [6](/categories/crm/small-business?order=g2_score&page=6#product-list) - [7](/categories/crm/small-business?order=g2_score&page=7#product-list) - [8](/categories/crm/small-business?order=g2_score&page=8#product-list) - [9](/categories/crm/small-business?order=g2_score&page=9#product-list) - 10 - [11](/categories/crm/small-business?order=g2_score&page=11#product-list) - [12](/categories/crm/small-business?order=g2_score&page=12#product-list) - [13](/categories/crm/small-business?order=g2_score&page=13#product-list) - [Next ›Next ›](/categories/crm/small-business?order=g2_score&page=11#product-list) Spotlight Categories [E-commerce Fraud Protection Software](https://www.g2.com/categories/e-commerce-fraud-protection) [Core HR Software](https://www.g2.com/categories/core-hr) [Digital Signage Software](https://www.g2.com/categories/digital-signage) [Corporate Performance Management (CPM) Software](https://www.g2.com/categories/corporate-performance-management-cpm) [Session Replay Software](https://www.g2.com/categories/session-replay) Similar Categories - [Sales Compensation](/categories/sales-compensation) - [AI Sales Assistant](/categories/ai-sales-assistant) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) - [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i) [Browse CRM Themes](/categories/crm/themes) ![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. Show More * * * ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)