Best CRM Software for Small Business - Page 10

Sponsored content: This content is sponsored.

monday CRM

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

Average Rating: 4.5/5.0

Total Reviews: 1,664

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

  • Seller: monday.com
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Tel Aviv
  • Twitter: @mondaydotcom
    40,761 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10,589 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 75% Small, 22% Medium

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

Pros
  • Users find monday CRM to be very user-friendly, appreciating its simplicity and helpful features for collaborative work.
  • Users praise the efficient integrations that enhance workflow, making daily tasks smoother and easier to manage.
  • Users value the automation features of monday CRM, enhancing workflow efficiency and minimizing manual tasks.
  • Users appreciate the incredible customizability of monday CRM, enabling tailored solutions for their unique business needs.
  • Users appreciate the user-friendly features of monday CRM, enhancing lead management and overall workflow efficiency.
Cons
  • Users find the learning curve steep, particularly in connecting boards and fully integrating the system.
  • Users find the missing features in monday CRM, like limited automation and columns, significantly hinder their workflows.
  • Users notice limited features in monday CRM, feeling it lacks depth compared to more robust CRM tools.
  • Users find limited customization in monday CRM compared to more robust tools, affecting detailed reporting and complex setups.
  • Users find the integration issues problematic, as they require manual setup and can lead to frustrating lags.

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,661

Category Stats (Sep 2026)

  • Average Rating: 4.4/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SalesSeek (+25.91%) - Among all products in this category, SalesSeek recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 126,900+ Authentic Reviews
  • 1,661+ 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

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

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=hubspot-sales-hub&focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign&focus%5B%5D=close&focus%5B%5D=zoho-crm&segment=small-business)

Lime CRM

Lime CRM is a visual and user-friendly CRM for 10 users and up that simplifies the workday for marketing, sales and support teams. Lime CRM keeps customers, deals and campaigns in one place and enables you to not only manage and track, but also make use of all your customer data. With smart add-ons and integrations to your other IT systems, duplicate work will be avoided and you can instead focus on what's important: providing exceptional customer experiences. Hosted or on your own server.

Average Rating: 4.3/5.0

Total Reviews: 92

How Do G2 Users Rate Lime CRM?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 6.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Lime CRM?

Who Uses This Product?

  • Company Size: 51% Small, 46% Medium

What Do G2 Reviewers Say About Lime CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the customizability of Lime CRM, effortlessly adapting it to their unique organizational needs.
  • Users value the customization capabilities of Lime CRM, allowing for tailored solutions that enhance organization and efficiency.
  • Users value the flexibility of Lime CRM, allowing customization to meet their unique organizational needs effectively.
  • Users praise the excellent customer support of Lime CRM, highlighting their responsiveness and helpfulness.
  • Users value the extreme customizability of Lime CRM, benefiting from efficient onboarding and excellent support.
Cons
  • Users find limited features in Lime CRM, especially regarding performance and integration with Office 365.
  • Users experience slow response times with the desktop client, which inhibits productivity and integration with other tools.
  • Users often face inaccurate data issues with Lime CRM, leading to frustration and inefficient workflows.
  • Users find a steep learning curve in mastering Lime CRM's functions, particularly regarding security configurations.
  • Users express frustration with limited customization in Lime CRM, especially regarding integration and file handling functionalities.

What Are Recent G2 Reviews of Lime CRM?

What Are G2 Users Discussing About Lime CRM?

Vtiger All-In-One CRM

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

G2 Deal: 30% off on Vtiger Paid Editions

Vtiger All-In-One CRM truly delivers tons of features at low cost. Vtiger manages everything from marketing campaigns, to sales force automation, to customer support. Vtiger offers 30% off on the Standard Users for any one of the paid editions' first year's subscription free (annual plan).

View this exclusive G2 deal

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
  • Year Founded: 2004
  • HQ Location: Cupertino, California
  • Twitter: @vtigercrm
    2,678 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    253 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 value the customizable call management feature, enhancing their ability to track customer interactions effectively.
  • Users value the customizability of Vtiger All-In-One CRM, enabling tailored tracking of customer-specific needs.
  • Users value the customization options in Vtiger All-In-One CRM to tailor solutions to their specific needs.
  • Users appreciate the ease of use of Vtiger All-In-One CRM, making it accessible with minimal training required.
Cons
  • Users highlight the missing features in Vtiger, particularly compared to modern CRM software like SAP.
  • Users report significant bugs and migration issues with Vtiger, leading to frustration and a delayed setup process.
  • Users report significant CRM issues with Vtiger, including poor support and problematic data migration leading to frustration.
  • Users find the system not intuitive, leading to frustrating setup experiences and inadequate customer support throughout the process.
  • Users find Vtiger CRM notably not user-friendly, reporting a frustrating setup process and inadequate customer support.

What Are Recent G2 Reviews of Vtiger All-In-One CRM?

What Are G2 Users Discussing About Vtiger All-In-One CRM?

Bitrix24

Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant CoPilot helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place.

Average Rating: 4.1/5.0

Total Reviews: 578

How Do G2 Users Rate Bitrix24?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Bitrix24?

  • Seller: Bitrix24
  • Company Website:
  • Year Founded: 1998
  • HQ Location: Alexandria, Virginia
  • LinkedIn® Page: www.linkedin.com
    268 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Marketing Manager
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 55% Small, 34% Medium

What Do G2 Reviewers Say About Bitrix24?

AI-generated summary from verified user reviews

Pros
  • Users find Bitrix24 to be easy to use, effectively streamlining business processes and enhancing customer experience.
  • Users appreciate the team collaboration tools in Bitrix24, enhancing communication and streamlining business processes effortlessly.
  • Users admire the integrated task management of Bitrix24, enhancing collaboration and efficiency across teams.
  • Users appreciate the integration of essential tools in Bitrix24, boosting efficiency and collaboration across teams.
  • Users appreciate the flexibility and versatility of Bitrix24, enjoying its comprehensive features for business management.
Cons
  • Users find the learning curve steep, requiring time and training to fully utilize Bitrix24's extensive features.
  • Users express concern over missing features in Bitrix24, feeling that promised functionalities have been removed or altered.
  • Users express frustration over limited features in Bitrix24, feeling promised functionalities have been removed or restricted.
  • Users express concern over lacking features, with notable omissions affecting value as compared to initial promises.
  • Users report performance issues with Bitrix24, experiencing lag and slowdowns, especially during complex workflows.

What Are Recent G2 Reviews of Bitrix24?

What Are G2 Users Discussing About Bitrix24?

CRM.me

CRM.me is a cloud-based customer relationship management (CRM) platform designed to streamline marketing, sales, and project management processes. By integrating gamification elements such as points, badges, and leaderboards, CRM.me enhances user engagement and productivity, transforming routine tasks into motivating challenges. This approach fosters a competitive environment that drives team performance and accelerates business growth. Key Features and Functionality: - Marketing Automation: Facilitates the creation and management of email campaigns, autoresponders, and lead capture forms, enabling targeted outreach and efficient lead nurturing. - Sales Management: Offers tools for lead tracking, opportunity management, and customizable dashboards, providing a comprehensive view of the sales pipeline and aiding in informed decision-making. - Project Management: Includes features like task assignment, progress tracking, and collaboration tools, ensuring teams stay organized and meet project milestones effectively. - Gamification: Incorporates elements such as leaderboards, badges, and rewards to motivate users, enhance engagement, and promote a culture of achievement within teams. - Integrations: Seamlessly connects with platforms like Google, Outlook, and Exchange, allowing for efficient synchronization of emails, contacts, and meetings. - Reporting and Analytics: Provides advanced reporting tools to visualize data, analyze results, and generate insights that inform strategic decisions. Primary Value and User Solutions: CRM.me addresses common challenges in CRM adoption, such as low user engagement and complex interfaces, by offering an intuitive platform enriched with gamification. This not only makes the CRM experience more enjoyable but also encourages consistent use, leading to more accurate data and improved customer relationships. By consolidating marketing, sales, and project management functionalities into a single platform, CRM.me eliminates the need for multiple disparate tools, thereby enhancing operational efficiency and reducing costs. Its customizable features and scalable pricing plans make it suitable for businesses of various sizes, ensuring that organizations can tailor the platform to meet their specific needs and grow alongside their evolving requirements.

Average Rating: 4.5/5.0

Total Reviews: 34

How Do G2 Users Rate CRM.me?

  • 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.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind CRM.me?

  • Seller: VeerOne
  • Year Founded: 2020
  • HQ Location: Kwun Tong, Hong Kong
  • LinkedIn® Page: www.linkedin.com
    65 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 46% Small, 29% Medium

What Do G2 Reviewers Say About CRM.me?

AI-generated summary from verified user reviews

Pros
  • Users find CRM.me to be extremely easy to use, enhancing their experience with its intuitive design and features.
  • Users love the intuitive interface of CRM.me, which simplifies staff training and enhances access to patient information.
  • Users find CRM.me simple and direct, making it easy to use and enjoy for their needs.
  • Users appreciate the workflow automation in CRM.me, enhancing their productivity and managing sales pipelines effectively.
  • Users appreciate the workflow automation in CRM.me, enhancing their sales and small-business pipeline management.
Cons
  • Users find the difficult usability of the mobile app challenging, especially when viewing detailed patient charts.
  • Users find the setup process overly fiddly, making it a challenge for those needing quick integration and usability.
  • Users find the cumbersome email management in CRM.me frustrating, leading to inefficient workflows and time consumption.
  • Users struggle with integration issues, finding the setup process tedious and lacking seamless connections to essential tools.
  • Users find the lack of integrations with popular tools frustrating, leading to unnecessary manual work and inefficiency.

What Are Recent G2 Reviews of CRM.me?

What Are G2 Users Discussing About CRM.me?

PlanPlus Online

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
  • Year Founded: 2003
  • HQ Location: Salt Lake City, Utah
  • Twitter: @PlanPlus
    1,168 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 69% Small, 22% Medium

What Are Recent G2 Reviews of PlanPlus Online?

What Are G2 Users Discussing About PlanPlus Online?

1CRM

1CRM enables businesses to create long-lasting customer relationships and experiences with the most intuitive, customizable and cost-effective customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere. With so many CRMs available, what sort is right for you? You'll see CRMs that are limited sales & marketing CRM products, others that are good at Mass Emailing, and then some that include Order Management, Service Management, or Project Management. For businesses with up to about 250 users, the All-in-One type of CRM has proven popular - and that's where 1CRM fits in. 1CRM offers a Sales & Marketing CRM with strong Mass Email capabilities. But it also includes very comprehensive Order Management (Quotes, Invoices, Payments - as well as the Purchasing side), Service Management and Project Management. Throw in Timesheets, Expense Reports, Vacation & Sick Day tracking - and you can see why they call us an All-in-One CRM!

Average Rating: 4.3/5.0

Total Reviews: 39

How Do G2 Users Rate 1CRM?

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

Who Is the Company Behind 1CRM?

  • Seller: 1CRM
  • Year Founded: 1997
  • HQ Location: British Columbia, Canada
  • Twitter: @1CRMCorp
    1,923 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Outsourcing/Offshoring, Marketing and Advertising
  • Company Size: 48% Medium, 45% Small

What Do G2 Reviewers Say About 1CRM?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in 1CRM invaluable for efficient client information management and interactions.
  • Users value the responsive customer support of 1CRM, enhancing their experience with knowledgeable assistance when needed.
  • Users appreciate the hassle-free lead management process of 1CRM, enjoying its seamless integration and customizable features.
  • Users value the affordability of 1CRM, appreciating its customizable, all-in-one platform for various business needs.
  • Users appreciate the convenient client information storage in 1CRM, enhancing their ability to manage sales interactions effectively.
Cons
  • Users find 1CRM inefficient due to its outdated interface, slow setup, and challenges in automation and maintenance.
  • Users find the learning curve steep with 1CRM, as it requires significant time and a team effort to navigate.
  • Users find 1CRM’s interface not intuitive, with a steep learning curve and slow customization hindering usability.
  • Users find 1CRM not user-friendly, particularly due to its outdated interface and slow performance with large databases.
  • Users experience slow performance with 1CRM, especially when managing large databases and complex workflows.

What Are Recent G2 Reviews of 1CRM?

What Are G2 Users Discussing About 1CRM?

Pershing Financial Services

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
  • Year Founded: 1939
  • HQ Location: Jersey City, New Jersey
  • Twitter: @Pershing
    7,117 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

What Are G2 Users Discussing About Pershing Financial Services?

Positive User

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
  • Year Founded: 2016
  • HQ Location: Paris, FR
  • Twitter: @user_com_app
    6,263 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    66 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 automation capabilities of User.com, enabling seamless workflows that simplify marketing operations and save time.
  • Users value the automation features of User.com, enabling seamless integration and efficient customer engagement across platforms.
  • Users admire the ease of use of User.com, appreciating its seamless integration and straightforward setup for marketing tasks.
  • Users appreciate the easy implementation of User.com, noting a straightforward setup that enhances their marketing operations.
  • Users appreciate the easy setup of User.com, enabling quick integration and efficient marketing campaign launch without hassle.
Cons
  • Users find the automation complexity daunting, especially when managing advanced features and workflows effectively.
  • Users experience automation issues, as advanced branching and triggers are limited, complicating complex workflow setups.
  • Users experience occasional glitches in email delivery and complex automation setups that hinder their workflow efficiency.
  • Users find the learning curve steep due to complex features and setup challenges for new users.
  • Users note limited customization options in the workflow builder, hindering the creation of complex customer journeys effectively.

What Are Recent G2 Reviews of Positive User?

What Are G2 Users Discussing About Positive User?

Zixflow

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
  • Year Founded: 2021
  • HQ Location: Delaware, US
  • LinkedIn® Page: www.linkedin.com
    27 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 management with personalized AI fields and verified emails.
  • Users value the data accuracy provided by Zixflow, which enhances their information with verified email addresses.
  • Users find Zixflow to be user-friendly and easy to navigate, enhancing their overall experience and efficiency.
  • Users praise the easy tracking of Zixflow, which enhances lead organization and nurturing for sales teams.
  • Users appreciate the intuitive design of Zixflow, allowing seamless navigation between modules with ease.
Cons
  • Users often face bugs with email finder and validation, leading to issues with finding valid email addresses.
  • Users experience data inaccuracy with Zixflow, as the email finder often fails to validate addresses correctly.
  • Users often face email issues with Zixflow, as the email finder and validation can be unreliable.
  • Users report that the email finder and validation occasionally fail, leading to challenges in finding valid addresses.
  • Users find the learning curve steep due to high customizability, although the help center is very informative.

What Are Recent G2 Reviews of Zixflow?

Breakcold

Breakcold is an AI-Native CRM for SMBs that automatically moves leads through your pipeline and creates tasks with AI Agents so you can focus on closing more deals.

Average Rating: 4.7/5.0

Total Reviews: 119

How Do G2 Users Rate Breakcold?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.1/10 (Category avg: 8.6/10)

Who Is the Company Behind Breakcold?

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Marketing and Advertising, Consulting
  • Company Size: 99% Small, 1% Medium

What Do G2 Reviewers Say About Breakcold?

AI-generated summary from verified user reviews

Pros
  • Users value the efficient lead generation capabilities of Breakcold, enhancing client prospecting and expediting deal closures.
  • Users value the easy integration with LinkedIn, enhancing their social selling experience without the clutter.
  • Users value the seamless integration with LinkedIn, enhancing focus on relevant social selling interactions.
  • Users value the LinkedIn integration of Breakcold, streamlining social selling by focusing on relevant interactions.
  • Users value the seamless integration of Breakcold with LinkedIn, enhancing their social selling experience by focusing on relevant interactions.
Cons
  • Users find the integration issues challenging, especially due to limited compatibility beyond LinkedIn.
  • Users find the learning curve challenging and note limited integration options with other platforms beyond LinkedIn.
  • Users find the limited integrations with Breakcold restrictive, especially as it mainly connects with LinkedIn.
  • Users express frustration over missing features like lost usage limits for platforms they don't use, impacting their experience.
  • Users are frustrated by the view limitations imposed by Breakcold, losing access to previously available usage blocks.

What Are Recent G2 Reviews of Breakcold?

What Are G2 Users Discussing About Breakcold?

GleanView

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
  • Year Founded: 2015
  • HQ Location: Jacksonville, FL
  • LinkedIn® Page: www.linkedin.com
    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?

What Are G2 Users Discussing About GleanView?

Claritysoft

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: 107

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
  • Year Founded: 2006
  • HQ Location: Dublin, OH
  • Twitter: @Claritysoft
    375 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 find Claritysoft to be extremely easy to use, simplifying navigation and keeping customer information organized effectively.
  • Users appreciate the easy tracking in Claritysoft, making organization and lead follow-up straightforward and efficient.
  • Users value Claritysoft's organized lead management, facilitating effective tracking and seamless communication with impressive automation features.
  • Users value the automation features of Claritysoft, enhancing productivity with task reminders and follow-up alerts.
  • Users value the easy customization of Claritysoft, allowing tailored dashboards to highlight important metrics effortlessly.
Cons
  • Users find that Claritysoft has feature issues such as a dated interface and limited customization and reporting options.
  • Users find limited customization in Claritysoft, making it challenging to adapt the tool for complex workflows.
  • Users find Claritysoft not user-friendly due to limited customization and a somewhat outdated interface.
  • Users experience slow loading times due to the dated interface, impacting navigation and overall efficiency.

What Are Recent G2 Reviews of Claritysoft?

What Are G2 Users Discussing About Claritysoft?

HubSpot Smart CRM

HubSpot Smart CRM is self-updating, AI-powered software that brings your customer data, teams, and tech stack together in one connected system Core Value Proposition HubSpot Smart CRM is the CRM that works for you, not the other way around. It keeps your CRM current through automatic updates and built-in enrichment, capturing customer conversations, creating and filling records, surfacing important changes, and turning the latest context into actionable next steps. Your team spends less time on data entry and more time building relationships. Updates stay visible, editable, and under your control, so you know what got updated and why. Built on HubSpot’s agentic customer platform, Smart CRM combines AI tools and agents, flexible customer views, automation, reporting, governance, and app connectivity so marketing, sales, and service teams can work from a single source of truth, move faster, and deliver better customer experiences at scale. Key capabilities See your customers clearly - Self-updating and self-cleaning CRM: Updates itself based on what actually happened — using, conversations, emails, notes, and the web — so your CRM data stays accurate and trusted. - Agentic onboarding: makes Smart CRM setup easy: contacts, companies, and deals automatically populate from email and calendar connections. - Breeze Assistant: conversational AI that pulls from self-updating CRM data to create content, reports, analysis, automation, and build and activate agents. - Custom data model: store any type of CRM data with custom objects, events, scoring, and calculations. - Data enrichment: automatically enrich contact and company records using emails, calls, the web, and HubSpot’s data sources. - Notetaker: transcribes notes (including voice notes) and captures follow-up items; deal progression drafts the recap email and next steps for reps. - Deal progression: analyzes conversations and recommends updates to deal stage and qualification fields, then drafts follow-up emails. - Data Agent: get updated answers on business-specific questions about customers and prospects by searching CRM data, emails, calls, documents, and the web. Intent signals: learn who’s in-market for your product and a good fit, what they’re searching for, and the right time to reach out. - AI insights: surface important changes, risks, and next-best actions from customer context stored within your CRM. - Reporting dashboards and analytics: make informed decisions fast with templated dashboards and built-in reports that include multiple visualization types and AI-assisted insights. - Sensitive data controls: protect sensitive customer information with encryption, access controls, SSO, and 2FA-ready governance. - Segmentation: easily segment customer or prospect data into lists that can be used for outreach. Get your team on the same page - Pipeline management: stay on top of deals with multiple pipelines, tags, and automated actions. Conditional logic ensures sales processes are never skipped. - Workflows and AI-assisted workflows: automate tasks and customer communications based on customer behavior and business logic. - Task management: keep reps organized and stay on track with automated task management and queues - Custom reporting and dashboards: turn CRM data into actionable insights across pipeline, attribution, and revenue performance with highly customizable reporting. - Team governance: manage precise permissions, team structures, SSO, 2FA, SOC2 compliance with administrative controls.. - Centralized audit log: track actions taken by users, automations, integrations, and agents. Undo and restore actions. - Automatic duplicate detection: use AI to identify and merge duplicate records, keeping the CRM accurate and usable. - Project management: coordinate customer-facing work, track progress, and automate handoffs without leaving the CRM. Connect all your tools in one place - HubSpot Marketplace: connect to more than 2,000 popular apps, including toolsGoogle Workspace, Microsoft 365, Slack, Zoom, and Shopify. - Data Sync: keep records updated automatically with two-way sync across HubSpot and third-party systems. - Custom CRM interface: visualize the same customer data in the format that makes sense for each team, including tables, charts, and custom views. - Sandbox test account: test changes and integrations safely before pushing them live. - UI extensibility: build custom interfaces and extend HubSpot with APIs to match your business processesIntegrated tool actions in workflows: combine HubSpot automation with external apps to streamline multi-system processes. Smart CRM vs. Alternatives HubSpot’s Smart CRM is different from traditional CRM solutions and AI-native CRMs. It unifies customer data, teams, and tech stacks securely, with self-cleaning capabilities that keep data continuously up-to-date. Leveraging your data and third-party insights, Smart CRM’s built-in AI helps deliver personalized customer experiences at scale. All AI-driven updates keep humans in the loop. Reps and admins can review, edit, or approve before anything is saved to the CRM, with the ability to restore data changes. Unlike standalone AI tools, notetakers, or workflow automation layers, self-updating CRM is built directly into HubSpot’s agentic customer platform and works with the data your team already uses. It’s easy to adopt without requiring a dedicated administrator, while still offering the flexibility to support more complex business needs. Outcome Smart CRM is a self-updating source of truth that helps businesses grow faster by unifying customer data, teams, and tools in one easy-to-use agentic customer platform. By having all business context in one place, Smart CRM becomes a source of truth you can rely on to drive outcomes for your business.

Average Rating: 4.6/5.0

Total Reviews: 95

How Do G2 Users Rate HubSpot Smart CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.7/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.6/10)

Who Is the Company Behind HubSpot Smart CRM?

  • Seller: HubSpot
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Cambridge, Massachusetts, United States
  • Twitter: @HubSpot
    784,270 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17,628 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Consulting
  • Company Size: 56% Medium, 37% Small

What Are Recent G2 Reviews of HubSpot Smart CRM?

Daylite

When your time is your product, you can’t afford to waste it. Daylite is the CRM and project management app built exclusively for the Apple ecosystem, specifically for consultants, fractional executives, freelancers, construction companies, and other service-based businesses that sell their expertise. Most CRMs are built for sales teams. Daylite is built for people who are the business: it combines contact management, sales pipelines, project management, calendars, tasks, and email into one connected system that runs natively on Mac, iPhone, and iPad- not a web app wrapped in a browser tab. Why Apple-native matters: Daylite integrates directly with Apple Mail, Calendar, and Contacts, so every email, meeting, and task is automatically linked to the right client, opportunity, or project. It works offline and syncs seamlessly across your devices, with built-in AI (powered by Apple’s Writing Tools) to help you draft and polish communications faster. Everything stays connected: Every note, email, and task builds a searchable history for each client and project, so you and your team always have full context without switching apps or hunting through inboxes. Choose the plan that fits your business: Leap: This plan is designed for anyone starting their business journey or running a side hustle. It includes all essential Daylite features for one user, integration with one email account, up to 500 contacts, and email-only support. Growth: This plan is designed for full-time businesses with growing needs, including those looking to expand their team. It includes everything in Leap, supports up to 20 users, allows three email account integrations per user, includes up to 25,000 contacts, and comes with standard support and onboarding. Scale: This plan is designed for established businesses that need advanced tools and dedicated support to scale successfully. It includes everything in Growth, supports up to 100 users, allows 10 email account integrations per user, includes up to 250,000 contacts, and comes with premium support and onboarding. Daylite is developed by Marketcircle in Toronto, Canada. Marketcircle has built business apps exclusively for Apple devices for over 25 years, with customers in 80+ countries.

Average Rating: 4.5/5.0

Total Reviews: 161

How Do G2 Users Rate Daylite?

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

Who Is the Company Behind Daylite?

  • Seller: Marketcircle
  • Year Founded: 1999
  • HQ Location: Ontario, Canada
  • Twitter: @marketcircle
    2,812 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Daylite?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the seamless contact management in Daylite, providing easy access to customer data across devices.
  • Users praise Daylite's excellent customer support, noting fast responses that keep the system running smoothly.
  • Users appreciate the organizational capabilities of Daylite, making client and task management seamless and efficient.
  • Users love Daylite for its effective project management, streamlining task organization and client interactions seamlessly.
  • Users value the easy access to their database on mobile devices, enhancing their productivity on the go.
Cons
  • Users find the limited integrations with other platforms a significant drawback for broader organizational compatibility.
  • Users find CRM issues with Daylite, noting the overwhelming interface and limited compatibility with non-Apple products.
  • Users feel the limited features of Daylite restrict access for non-Apple device users, affecting overall usability.
  • Users find the overwhelming experience with Daylite's interface challenging, requiring time to adjust for effective use.
  • Users find the app limitations frustrating, noting small print, exclusive Apple compatibility, and outdated CRM features.

What Are Recent G2 Reviews of Daylite?

What Are G2 Users Discussing About Daylite?

GreenRope

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
  • Year Founded: 2008
  • HQ Location: Solana Beach, CA
  • Twitter: @GreenRope
    5,179 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 love the ease of use of GreenRope, benefiting from its seamless all-in-one platform and intuitive automation.
  • Users value the seamless email marketing integration of GreenRope, enhancing efficiency and improving conversion rates effortlessly.
  • Users love the seamless integration of GreenRope, connecting CRM, marketing, and sales efficiently for enhanced productivity.
  • Users value the quality of analytics in GreenRope, enhancing their ability to filter leads and drive sales.
  • Users appreciate the seamless automation in GreenRope, which enhances productivity and eliminates data silos efficiently.
Cons
  • Users note missing features in GreenRope, particularly in email tools and operations functionalities, hindering overall efficiency.
  • Users report inconsistent email deliverability and limited editing controls, complicating campaign management and branding consistency.
  • Users feel that GreenRope has limited features, particularly in invoicing and ticketing, which need significant improvement.
  • Users find the operations-based features overly simplistic, which limits their ability to meet complex business needs.
  • Users find the complex CRM setup of GreenRope requires significant time and effort to utilize effectively.

What Are Recent G2 Reviews of GreenRope?

Julie Jung
JJ
Researched and written by Julie Jung
Updated