# Best CRM Software for Small Business - Page 11 ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,086 ### 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 - 121,800+ Authentic Reviews - 1,086+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for CRM Software ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=6227&focus%5B%5D=506&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=128650&focus%5B%5D=1934&focus%5B%5D=3296&focus%5B%5D=576) Highlighted products: HubSpot Sales Hub, Agentforce Sales (formerly Salesforce Sales Cloud), Pipedrive, monday CRM, Bigin by Zoho CRM, ActiveCampaign, Close, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=hubspot-sales-hub&focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign&focus%5B%5D=close&focus%5B%5D=zoho-crm&segment=small-business) **Sponsored** ### Capsule CRM Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-02T05%3A23%3A02Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1585&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%2Fsmall-business%3Fpage%3D11&secure%5Btoken%5D=642c283b30da3c89c493b009837d3dc07c8056e7341e22a1cb2f01c9fc7e609e&secure%5Burl%5D=https%3A%2F%2Fcapsulecrm.com%2Fcampaign%2Fyour-crm-alternative%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dalternatives&secure%5Burl_type%5D=custom_url) ### [sales-i](https://www.g2.com/products/sales-i/reviews) Sugar Predict is revenue intelligence software built for sales teams in manufacturing, wholesale, and distribution. Most sales teams in these industries struggle with a lack of visibility into customer buying behavior. Sugar Predict connects to your ERP system and analyzes sales data automatically. It highlights buying patterns, shows where customers have stopped buying, and flags new opportunities. Reps get real-time alerts to act quickly. They can see account insights and create ready-to-use sales decks before meetings. With Sugar Predict your team can focus on the right accounts, protect revenue, and find new ways to grow. **Average Rating:** 4.3/5.0 **Total Reviews:** 131 #### How Do G2 Users Rate sales-i? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 6.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind sales-i? - **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai) - **Year Founded:** 2004 - **HQ Location:** Cupertino, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e1bd8f21728ff6dc10cd57d44fb253d9aab32e296ddc23af0d3f1996bafb6e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17345%2F&secure%5Burl_type%5D=linkedin_company_website) 570 employees on LinkedIn® - **Phone:** +1 (408) 454-6900 #### Who Uses This Product? - **Who Uses This:** Sales Manager, Account Executive - **Top Industries:** Business Supplies and Equipment, Building Materials - **Company Size:** 53% Medium, 41% Small #### What Are Recent G2 Reviews of sales-i? **["Top professionals with an excellent product!"](https://www.g2.com/survey_responses/sales-i-review-4970685)** **Rating:** 5.0/5.0 stars _— Pedro C._ [Read full review](https://www.g2.com/survey_responses/sales-i-review-4970685) **["Easy access to customer sales"](https://www.g2.com/survey_responses/sales-i-review-5122404)** **Rating:** 5.0/5.0 stars _— Kimberly R._ [Read full review](https://www.g2.com/survey_responses/sales-i-review-5122404) ### [Accelo](https://www.g2.com/products/accelo/reviews) Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins. **Average Rating:** 4.3/5.0 **Total Reviews:** 661 #### How Do G2 Users Rate Accelo? - **Has the product been a good partner in doing business?:** 8.8/10 (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.:** 8.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Accelo? - **Seller:** [Accelo](https://www.g2.com/sellers/accelo) - **Company Website:** www.accelo.com - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @accelo 2,980 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b77c15aa0278341164920175d99b33a5e7f6d729a1fa5ac8b0a40db4bf5dfc81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6652457%2F&secure%5Burl_type%5D=linkedin_company_website) 73 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 72% Small, 25% Medium #### What Do G2 Reviewers Say About Accelo? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments. - Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks. - Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth. - Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth. - Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead. ##### Cons - Users express frustration over **missing features** in Accelo, impacting usability and complicating task management. - Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses. - Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance. - Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options. - Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs. #### What Are Recent G2 Reviews of Accelo? **["Total control of projects and billing in an integrated and agile platform"](https://www.g2.com/survey_responses/accelo-review-12720113)** **Rating:** 4.0/5.0 stars _— Antonio H._ [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) **["Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses"](https://www.g2.com/survey_responses/accelo-review-11856029)** **Rating:** 4.5/5.0 stars _— Ifeoma E._ [Read full review](https://www.g2.com/survey_responses/accelo-review-11856029) #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### [TeamWave](https://www.g2.com/products/teamwave/reviews) Integrated Software to Run Your Entire Business - CRM, Projects, HR & More. **Average Rating:** 4.6/5.0 **Total Reviews:** 24 #### How Do G2 Users Rate TeamWave? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind TeamWave? - **Seller:** [TeamWave](https://www.g2.com/sellers/teamwave) - **Year Founded:** 2016 - **HQ Location:** WILMINGTON, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 54% Small, 33% Medium #### What Are Recent G2 Reviews of TeamWave? **["Convenient team management"](https://www.g2.com/survey_responses/teamwave-review-7137011)** **Rating:** 5.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/teamwave-review-7137011) **["Remote Team Friendly!"](https://www.g2.com/survey_responses/teamwave-review-7136190)** **Rating:** 5.0/5.0 stars _— Janice R._ [Read full review](https://www.g2.com/survey_responses/teamwave-review-7136190) #### What Are G2 Users Discussing About TeamWave? - [What is TeamWave used for?](https://www.g2.com/discussions/what-is-teamwave-used-for) ### [Platformly](https://www.g2.com/products/platformly/reviews) Platformly is a powerful yet easy to use business management and marketing automation tool for busy business owners who are focused on growth. Platformly makes marketing attribution easy by precisely tracking interactions across different campaigns and channels throughout your entire marketing funnel. It helps you understand in unparalleled detail which marketing activities drive the most sales, who your most loyal customers are and what drives growth. BUSINESS DASHBOARDS Dashboards provide your most important business metrics consolidated into one fully customizable dashboard. They offer a real-time overview of what is happening in your business, with the ability to drill down and get the exact data you need at any given time. LINK TRACKING Platformly is your campaign management command center. Seamlessly track campaign performance, user interactions, sales and everything in between and beyond. CRM One central location for managing and strengthening customer relationships. See an overview or choose a contact to see all past interactions with your brand. All data is automatically updated in real-time. LEAD CAPTURE Intuitive customer acquisition tools, from behavior driven opt-in forms to complete, pixel-perfect landing pages. All with an easy drag-and-drop interface to help you launch effective campaigns quickly. EMAIL MARKETING Deliver the right message to the right person at the right time. Use our visual email builder to send beautiful and responsive event-driven or broadcast emails with one of the industry’s highest delivery rates. MARKETING AUTOMATION Turn cold traffic into brand advocates at scale with event-driven campaigns and highly personalized experiences. All can be done visually without writing a single line of code. COMPLETE REPORTS Your essential business data easily accessible through real-time insights and analytics dashboards. Measure and analyze every aspect of your marketing and sales and make decisions with confidence. **Average Rating:** 4.5/5.0 **Total Reviews:** 106 #### How Do G2 Users Rate Platformly? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Platformly? - **Seller:** [Platformly](https://www.g2.com/sellers/platformly) - **Year Founded:** 2017 - **HQ Location:** Tortola, British Virgin Islands - **Twitter:** @PlatformlyHQ 235 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5406392546ee47fe5646e25b2c6ef689768d05b246a8c46a74d78a92b8bc6992&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13447871%2F&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 90% Small, 7% Medium #### What Do G2 Reviewers Say About Platformly? _AI-generated summary from verified user reviews_ ##### Pros - Users find that Platformly provides a **powerful platform for rapid business growth** with versatile tools and plans. - Users value the **business support** offered by Platformly, enabling rapid organization and growth of their campaigns. - Users appreciate the **comprehensive tools** of Platformly, enabling efficient organization and growth of campaigns and businesses. - Users value the **ease of use** of Platformly, facilitating quick organization and management of their campaigns. - Users value the **diverse tools** offered by Platformly, enabling efficient organization and rapid business growth. ##### Cons - Users experience **performance issues** with Platformly, noting it can become sluggish during use, especially late in the day. - Users often experience **slow loading times** , which can affect their overall experience with Platformly. - Users experience **slow performance** at times, which can hinder their overall experience with Platformly. #### What Are Recent G2 Reviews of Platformly? **["Streamlines B2B Campaigns with Unified Tools"](https://www.g2.com/survey_responses/platformly-review-12931049)** **Rating:** 4.5/5.0 stars _— Roehm B._ [Read full review](https://www.g2.com/survey_responses/platformly-review-12931049) **["Great for Unifying Marketing Data Pipelines, Missing Native Kubernetes Tooling & Modern Java SDK"](https://www.g2.com/survey_responses/platformly-review-12963382)** **Rating:** 4.0/5.0 stars _— Florian B._ [Read full review](https://www.g2.com/survey_responses/platformly-review-12963382) #### What Are G2 Users Discussing About Platformly? - [What are the benefits and drawbacks of using Platformly for marketing automation?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-platformly-for-marketing-automation) - [What is Platformly used for?](https://www.g2.com/discussions/what-is-platformly-used-for) ### [Sellf](https://www.g2.com/products/sellf/reviews) Sellf is a cloud mobile CRM designed to meet the needs of sales agents, freelancers and small teams, to help them sell better with less stress. It is designed for people who don't need a complex and costly CRM like Salesforce, but still have to manage their customers' contact data and needs, to collects meetings notes and track their to-dos and activities. Overwhelmed by spreadsheets, post-its and dispersed documents, they deserve a better option! Sellf integrates all the benefits of contact managers, productivity apps and calendars in a single app that's native on your phone. Details are stored under each contact: calls, emails, meetings, even scheduled follow-ups. The app integrates with Evernote and Dropbox, syncs with Outlook, iCloud, Google Calendar and others, plus runs on iOs (iPhone and iPad: http://bit.ly/TrySellfApp) , Android (http://bit.ly/Sellf-Android-beta-tester) and the web (http://bit.ly/Sellf-web). Then, Sellf helps during the progress of each sales deal, reminding to-dos and follow ups thanks to a great calendar view and trough push notifications. But one of the features customers love the most is the goals tracking: through powerful and straightforward infographics, Sellf helps you get the full picture of your performance. The moment you open the app, you can view at a glance how far are your monthly goals to be reached. Plus, you can see your team members goals as well, to motivate yourself to perform even better. All of this, for a very affordable price: Sellf is free for less than 10 concurrently opened sales deals, while the Premium accounts (3.99€/month) allows for unlimited deals and high priority customer service. **Average Rating:** 4.0/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate Sellf? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Sellf? - **Seller:** [Sellf Srl](https://www.g2.com/sellers/sellf-srl) - **Year Founded:** 2013 - **HQ Location:** Roncade, Italy - **Twitter:** @sellfapp 1,025 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fd8641007d6b5ac08d56d2d13faf85126e836b7cabcd0b204ee8978b7bf5464e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3197005%2F&secure%5Burl_type%5D=linkedin_company_website) 173 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 61% Small, 36% Medium #### What Do G2 Reviewers Say About Sellf? _AI-generated summary from verified user reviews_ ##### Pros - Users find Sellf's **ease of use** exceptional, streamlining organization of leads, contacts, and deals seamlessly. - Users value the **convenience of centralized lead organization** in Sellf, enhancing mobile accessibility and productivity. - Users appreciate the **affordability** of Sellf, finding it easy to use and quick for instant payments. - Users find **Customer Management** in Sellf efficient for organizing contacts, schedules, and notes in one place. - Users enjoy the **easy access** of Sellf, enabling on-the-go management of contacts, meetings, and sales tracking. ##### Cons - Users feel there is a **lack of advanced features** in Sellf, limiting its effectiveness for larger teams. - Users note the **lack of reporting and analytics features** which limits their ability to analyze sales effectively. - Users find the **limited features** of Sellf insufficient for fulfilling all their marketing and business needs. - Users experience **slow performance** with Sellf, leading to frustrating delays during work tasks. #### What Are Recent G2 Reviews of Sellf? **["Simple CRM that keeps sales tracking clear and focused"](https://www.g2.com/survey_responses/sellf-review-12710974)** **Rating:** 4.5/5.0 stars _— Rafael C._ [Read full review](https://www.g2.com/survey_responses/sellf-review-12710974) **["My experience with Sellf"](https://www.g2.com/survey_responses/sellf-review-11745282)** **Rating:** 5.0/5.0 stars _— María Fernanda H._ [Read full review](https://www.g2.com/survey_responses/sellf-review-11745282) #### What Are G2 Users Discussing About Sellf? - [What is Sellf used for?](https://www.g2.com/discussions/what-is-sellf-used-for) - 1 comment ### [SalesDesk](https://www.g2.com/products/salesdesk/reviews) Sales Desk is a cost effective and easy to use sales automation software that helps businesses manage their sales team, increase their productivity, generate more leads and build customer relationships. We at Sales Desk believe building relationships with customers is the foundation for any successful business. Most business these days ignore this factor and tend to treat customers and prospects like numbers. Business that use data to foster relationships outperform those who don’t. **Average Rating:** 4.4/5.0 **Total Reviews:** 53 #### How Do G2 Users Rate SalesDesk? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind SalesDesk? - **Seller:** [SPRINT Middle East](https://www.g2.com/sellers/sprint-middle-east) - **Year Founded:** 2010 - **HQ Location:** Al Qouz, Industrial Area 4, AE - **Twitter:** @SprintExpo 3 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9ce98dadce019d98e7768c324d878b90a6311e2dc141c47afe3d930688415b74&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsprintexpo%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 44% Small, 42% Medium #### What Do G2 Reviewers Say About SalesDesk? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of SalesDesk, which streamlines organization and enhances follow-up efficiency. - Users appreciate the **simple and organized lead management** of SalesDesk, facilitating efficient follow-ups and performance tracking. - Users love the **user-friendly interface** of SalesDesk, finding it easy to manage leads and customers. - Users value the **organization efficiency** of SalesDesk, which simplifies sales processes and ensures timely follow-ups. - Users appreciate the **easy tracking** of SalesDesk, which simplifies lead management and enhances team performance analysis. ##### Cons - Users express that SalesDesk has **limited customization** , affecting its adaptability to diverse sales processes and client types. - Users wish for **missing advanced features** in SalesDesk to better address specific customer concerns. - Users note the need for improved **performance issues** in SalesDesk, especially regarding speed and response delays. - Users find SalesDesk lacking in **filter usability** , which complicates navigation and impacts overall user experience. - Users find the **integration with video call software** lacking, hindering effective alignment of virtual meetings with customers. #### What Are Recent G2 Reviews of SalesDesk? **["Comprehensive Sales Management with File Tracking"](https://www.g2.com/survey_responses/salesdesk-review-12720535)** **Rating:** 4.0/5.0 stars _— Holly C._ [Read full review](https://www.g2.com/survey_responses/salesdesk-review-12720535) **["Centralized Hub for Streamlined Sales Management"](https://www.g2.com/survey_responses/salesdesk-review-12721615)** **Rating:** 5.0/5.0 stars _— Heather T._ [Read full review](https://www.g2.com/survey_responses/salesdesk-review-12721615) #### What Are G2 Users Discussing About SalesDesk? - [What is SalesDesk used for?](https://www.g2.com/discussions/what-is-salesdesk-used-for) ### [Upsales Sales and Marketing Platform](https://www.g2.com/products/upsales-sales-and-marketing-platform/reviews) Upsales helps B2B companies find new leads and win more deals. Our customers increase sales by 22% in the first year using our revenue growth platform 🚀 Our products: - Sales & CRM - Marketing Automation - Company Data Hub - Revenue & Order Management - Revenue Analytics - Customer Support & Project Management **Average Rating:** 4.5/5.0 **Total Reviews:** 175 #### How Do G2 Users Rate Upsales Sales and Marketing Platform? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) #### Who Is the Company Behind Upsales Sales and Marketing Platform? - **Seller:** [Upsales](https://www.g2.com/sellers/upsales) - **Year Founded:** 2003 - **HQ Location:** Stockholm - **Twitter:** @upsales 277 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d8eb762c64df6cd991baacca1c01b7d3f3c1027d97a934520648050405b6a085&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F209870%2F&secure%5Burl_type%5D=linkedin_company_website) 99 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Manager, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 71% Small, 24% Medium #### What Do G2 Reviewers Say About Upsales Sales and Marketing Platform? _AI-generated summary from verified user reviews_ ##### Pros - Users find Upsales to be **user-friendly and intuitive** , effectively integrating sales and marketing processes seamlessly. - Users appreciate the **integrated lead management** in Upsales, streamlining sales and marketing efforts for better efficiency. - Users appreciate the **effective integration of CRM and marketing automation** in Upsales, enhancing alignment and boosting sales. - Users find the **seamless email and calendar integrations** of Upsales essential for improving communication and scheduling efficiency. - Users find the **user-friendly interface** of Upsales enhances daily operations and simplifies communication effectively. ##### Cons - Users find the **limited customization** options restrict their specific sales workflows, impacting overall platform flexibility. - Users find the **learning curve steep** , particularly with advanced features and customization, especially for newcomers to the platform. - Users highlight **missing features** in Upsales, such as outdated quoting tools and rigid customization options. - Users find the onboarding process **hectic** and feel that simpler contact management is not feasible with this platform. - Users find the platform **expensive** and difficult to justify due to its rigid pricing and add-on model. #### What Are Recent G2 Reviews of Upsales Sales and Marketing Platform? **["Revenue Intelligence with Seamless CRM & Marketing Automation Integration"](https://www.g2.com/survey_responses/upsales-sales-and-marketing-platform-review-12403736)** **Rating:** 4.0/5.0 stars _— Verified User in Oil & Energy_ [Read full review](https://www.g2.com/survey_responses/upsales-sales-and-marketing-platform-review-12403736) **["Streamlined B2B Marketing with Ease"](https://www.g2.com/survey_responses/upsales-sales-and-marketing-platform-review-12744317)** **Rating:** 5.0/5.0 stars _— sandip r._ [Read full review](https://www.g2.com/survey_responses/upsales-sales-and-marketing-platform-review-12744317) #### What Are G2 Users Discussing About Upsales Sales and Marketing Platform? - [What is Upsales Sales and Marketing Platform used for?](https://www.g2.com/discussions/what-is-upsales-sales-and-marketing-platform-used-for) ### [Breakcold](https://www.g2.com/products/breakcold/reviews) 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:** 117 #### How Do G2 Users Rate Breakcold? - **Has the product been a good partner in doing business?:** 9.4/10 (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? - **Seller:** [Breakcold](https://www.g2.com/sellers/breakcold) - **HQ Location:** Paris, FR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cfb60c3c053f0cd4f845730005a6ad8712cb86fcd3c0e1c76dca064a5054e74f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbreakcold%2F&secure%5Burl_type%5D=linkedin_company_website) 8 employees on LinkedIn® #### 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 **effective lead generation** strategy of Breakcold, making client prospecting quick and efficient. - Users value the **easy integration** with LinkedIn, enhancing their social selling experience by filtering relevant interactions. - Users love the **seamless integration** with LinkedIn for targeted social selling interactions. - Users love the **integrations** of Breakcold, specifically with LinkedIn for focused social selling and interactions. - Users love the **seamless integration** with LinkedIn, enhancing their social selling experience by filtering relevant interactions. ##### Cons - Users find the **limited integration options** challenging, especially with a steep learning curve primarily focused on LinkedIn. - Users find the **steep learning curve** challenging, especially due to limited integration options beyond LinkedIn. - Users find the **limited integrations** of Breakcold a drawback, as it primarily works with LinkedIn only. - Users are frustrated by the **missing features** which limit their usage and include unnecessary platforms like Telegram. - Users are frustrated with **usage limitations** that reduce access to features they actually need, limiting overall utility. #### What Are Recent G2 Reviews of Breakcold? **["good"](https://www.g2.com/survey_responses/breakcold-review-11453873)** **Rating:** 4.0/5.0 stars _— Ananya V._ [Read full review](https://www.g2.com/survey_responses/breakcold-review-11453873) **["CRM for Social"](https://www.g2.com/survey_responses/breakcold-review-11586122)** **Rating:** 4.0/5.0 stars _— Mark D._ [Read full review](https://www.g2.com/survey_responses/breakcold-review-11586122) #### What Are G2 Users Discussing About Breakcold? - [What is your experience with Breakcold for sales automation, and how has it improved your sales process?](https://www.g2.com/discussions/what-is-your-experience-with-breakcold-for-sales-automation-and-how-has-it-improved-your-sales-process) ### [OroCommerce](https://www.g2.com/products/orocommerce/reviews) OroCommerce is a leading AI-enabled B2B eCommerce platform purpose-built to meet the complex needs of manufacturers and distributors. It unifies eCommerce, CRM, CPQ, CMS, DAM, Marketplace, and AI productivity capabilities into a single, cost-efficient solution, covered under one license, with no additional fees for adding websites, warehouses, organizations, or locations. Every essential B2B feature is delivered natively out of the box: corporate account hierarchies for both buyers and sellers, personalized B2B customer portals, CPQ functionality, support for multiple units of measurement, a powerful rule-based pricing engine, automated workflows, and built-in AI tools designed specifically for B2B use cases. The AI capabilities provide immediate operational gains, automating routine tasks, improving data quality, and enabling teams to make better-informed decisions from day one. OroCommerce is built for secure AI adoption at scale. Its structured data model, granular roles and permissions, and workflow controls create guardrails that allow organizations to deploy AI responsibly while maintaining full visibility and control. The platform’s flexible architecture supports the expansion of AI-driven capabilities over time, without compromising security, performance, or compliance. Designed for connectivity and flexibility, OroCommerce includes pre-built integrations with leading CRMs, ERPs, PIMs, and other business-critical systems, ensuring fast implementation and minimal IT overhead. At the same time, it avoids vendor lock-in by giving you the freedom to connect with any external system of your choice. A comprehensive set of front-end and back-end APIs supports deep customization while keeping complexity manageable. By consolidating multiple tools into one powerful platform, OroCommerce streamlines IT infrastructure, shortens time to market, and maximizes ROI through its one platform, one license model. Merchants gain true differentiation power through a flexible architecture that adapts to their unique processes while providing a secure foundation for long-term innovation. Best suited for mid-sized to large manufacturers and distributors in North America and EMEA, OroCommerce is ideal for businesses that: - Grow through acquisition and manage multiple brands under one roof. - Operate across diverse locations and markets. - Rely on complex, personalized sales processes and approval workflows. Recognized by industry analysts and trusted by over 150 B2B enterprise customers, OroCommerce continues to lead the market: - Recognized by Gartner in “Magic Quadrant for Digital Commerce” for five consecutive years. - Leader in IDC MarketScape’s B2B Digital Commerce for Midmarket Growth. Founded by seasoned eCommerce leaders Yoav Kutner, Dima Soroka, Jary Carter, and Roy Rubin, OroCommerce is more than a commerce platform. It is a secure, enterprise-grade foundation for organizations that want to operationalize AI, support complex selling models, and scale with confidence in an increasingly digital B2B landscape. **Average Rating:** 4.3/5.0 **Total Reviews:** 33 #### How Do G2 Users Rate OroCommerce? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind OroCommerce? - **Seller:** [Oro, Inc](https://www.g2.com/sellers/oro-inc) - **Year Founded:** 2012 - **HQ Location:** Los Angeles, CA - **Twitter:** @OroCommerce 2,807 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=78d1c00f32fa809093111728ee697d99a42845af0e99e6697d5354cd6880c027&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3522756%2F&secure%5Burl_type%5D=linkedin_company_website) 123 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 46% Small, 46% Medium #### What Do G2 Reviewers Say About OroCommerce? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **thoughtful design for B2B needs** in OroCommerce, benefiting from its customizable and flexible features. - Users appreciate the **support from the Oro team and community** , finding help and documentation readily available. - Users appreciate the **solid customer support** from the Oro team and community, ensuring help is always available. - Users appreciate the **customizability** of OroCommerce, benefiting from its flexibility and integration capabilities for B2B needs. - Users value the **intuitive interface** of OroCommerce, finding it easy to navigate after initial use. ##### Cons - Users find the **learning curve steep** for OroCommerce, impacting ease of onboarding for new users. - Users find **limited customization** options in OroCommerce hindered their onboarding experience and ease of use initially. - Users find the **onboarding process challenging** due to the steep learning curve and complexity for non-technical teams. #### What Are Recent G2 Reviews of OroCommerce? **["Powerful and Flexible B2B Platform That Grows With Your Business"](https://www.g2.com/survey_responses/orocommerce-review-11920278)** **Rating:** 5.0/5.0 stars _— Mohit P._ [Read full review](https://www.g2.com/survey_responses/orocommerce-review-11920278) **["Excellent product for Medium size business best ecommerce product"](https://www.g2.com/survey_responses/orocommerce-review-10428944)** **Rating:** 5.0/5.0 stars _— Roushan K._ [Read full review](https://www.g2.com/survey_responses/orocommerce-review-10428944) #### What Are G2 Users Discussing About OroCommerce? - [What is OroCRM used for?](https://www.g2.com/discussions/what-is-orocrm-used-for) - [What is the best B2B platform?](https://www.g2.com/discussions/what-is-the-best-b2b-platform) - [What is Oro platform?](https://www.g2.com/discussions/what-is-oro-platform) - [What is OroCommerce?](https://www.g2.com/discussions/what-is-orocommerce) ### [Daylite](https://www.g2.com/products/daylite/reviews) Feeling like your business is running you instead of the other way around? Daylite is here to help! It’s an all-in-one app built just for small business owners like you—designed to make managing clients, sales, and projects easier so you can focus on what matters: growing your business and doing what you love. Daylite works seamlessly across your Mac, iPhone, and iPad, keeping everything organized and in one place. No more jumping between apps or getting lost in messy spreadsheets. It’s your business, simplified. Choose the Plan That Works for You: CRM: Keep track of all your client info in one spot. With Daylite, it’s easier than ever to manage relationships, follow up on conversations, and stay organized, so you can spend less time chasing details and more time building connections. Sales: Keep your sales pipeline on track. Daylite helps you stay organized and focused, so you can move deals forward, close sales faster, and watch your revenue grow. Projects: Keep your projects running smoothly from start to finish. With Daylite, you’ll have everything you need to stay on top of tasks, deadlines, and milestones—all in one place. Business: Get the full package with Daylite Business. All the benefits of CRM, Sales, and Projects, plus extra features to keep everything running smoothly. It’s everything you need to manage your business in one easy-to-use app. Ready to Take Control? If you’re tired of feeling overwhelmed and ready to streamline your business, give Daylite a try. It’s designed to help you stay organized, save time, and focus on what you love. Download it today and start your free trial! Daylite is developed by Marketcircle in Toronto, Canada. Marketcircle has been developing business apps for Apple devices for over 25 years and has customers in over 80 countries. **Average Rating:** 4.5/5.0 **Total Reviews:** 160 #### How Do G2 Users Rate Daylite? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Daylite? - **Seller:** [Marketcircle](https://www.g2.com/sellers/marketcircle) - **Year Founded:** 1999 - **HQ Location:** Ontario, Canada - **Twitter:** @marketcircle 2,812 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=79305b377728901da5ac4f79a64b5feb7b38e93f0941520c5019d87ede4ecfbf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F118735%2F&secure%5Burl_type%5D=linkedin_company_website) 41 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Director, Owner - **Top Industries:** Marketing and Advertising, Management Consulting - **Company Size:** 87% Small, 9% Medium #### What Do G2 Reviewers Say About Daylite? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **seamless customer management** features of Daylite, enjoying easy access and comprehensive integration across devices. - Users praise Daylite's **excellent customer support** , always responsive and helping them maintain smooth operations. - Users value the **organizational capabilities** of Daylite, seamlessly managing clients, tasks, and schedules in one place. - Users appreciate the **comprehensive project management features** of Daylite, enhancing their organization and efficiency. - Users value the **easy access** to their data across all devices with Daylite, ensuring constant connectivity and convenience. ##### Cons - Users find the **limited integrations** with Microsoft 365 and other platforms a significant drawback for their workflows. - Users find **CRM issues** with Daylite due to its overwhelming interface and lack of updates, affecting usability. - Users find the **limited features** of Daylite frustrating, especially its exclusive focus on Apple platforms. - Users find the **user interface overwhelming** , especially those used to traditional cloud CRMs, needing time to adapt. - Users find **app limitations** frustrating as it only works on Apple and lacks updates with CRM advancements. #### What Are Recent G2 Reviews of Daylite? **["All-in-One CRM with Customization Challenges"](https://www.g2.com/survey_responses/daylite-review-12285532)** **Rating:** 5.0/5.0 stars _— Yash G._ [Read full review](https://www.g2.com/survey_responses/daylite-review-12285532) **["Centralized Organization, Excellent Support"](https://www.g2.com/survey_responses/daylite-review-5221110)** **Rating:** 5.0/5.0 stars _— Allen D._ [Read full review](https://www.g2.com/survey_responses/daylite-review-5221110) #### What Are G2 Users Discussing About Daylite? - [What is Daylite used for?](https://www.g2.com/discussions/what-is-daylite-used-for) - 1 comment ### [edge CRM](https://www.g2.com/products/edge-crm/reviews) Designated as India’s Most Promising CRM, edge CRM is a customer relationship management platform conceived, instigated, and perfected by salespeople for the salespeople. edge CRM is a completely customizable CRM suitable for all business sizes pertaining to every industry profile. Engineered with the focus on relationship building and ease of operation, edge CRM boasts of an AI-driven lead qualifier, cloud-based data capture, 40+ Key Performance Indicators, a preemptive dashboard, and a robust security framework. edge CRM simplifies your business and helps you build relevant strategies with 256+ types of actionable reports and business forecasting to get clear visibility of upcoming challenges. Our mobile-based application allows you access to your complete data and facilitates quick updates on the go. With edge CRM’s in-built Smart PDF Builder and the ingenious edge Assistance, you can create, manage, track, and streamline your tasks with a few clicks. You get a complete overview of your work with edge’s fully comprehensive calendar which facilitates smooth integration with contacts, meetings, calls, and opportunities. edge CRM commits to motivation and appreciation building of the team by gamifying the sales process through a diligent scoreboard and thorough clarity on the performance matrix. Try us now! We at edge promise an in-depth training and undeterred support to your team from day one. It’s time to revolutionize your sales process. **Average Rating:** 4.5/5.0 **Total Reviews:** 26 #### How Do G2 Users Rate edge CRM? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind edge CRM? - **Seller:** [Tantragyan Technologies Pvt Ltd](https://www.g2.com/sellers/tantragyan-technologies-pvt-ltd) - **Year Founded:** 2014 - **HQ Location:** Mumbai, Maharashtra - **Twitter:** @edgecrm 104 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6aa3268fbf5c26d27016d0941210eaba23fb60dcbea909c27f688b16143159be&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftantragyan%2F&secure%5Burl_type%5D=linkedin_company_website) 23 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 48% Small, 37% Medium #### What Are Recent G2 Reviews of edge CRM? **["Edge CRM Review"](https://www.g2.com/survey_responses/edge-crm-review-5333183)** **Rating:** 5.0/5.0 stars _— Manojit D._ [Read full review](https://www.g2.com/survey_responses/edge-crm-review-5333183) **["CRM helps businesses manage, track and organize their relationships with customers."](https://www.g2.com/survey_responses/edge-crm-review-5333299)** **Rating:** 5.0/5.0 stars _— Priyanka G._ [Read full review](https://www.g2.com/survey_responses/edge-crm-review-5333299) #### What Are G2 Users Discussing About edge CRM? - [What is edge CRM used for?](https://www.g2.com/discussions/what-is-edge-crm-used-for) ### [ONLYOFFICE Workspace](https://www.g2.com/products/onlyoffice-workspace/reviews) ONLYOFFICE Workspace is a web-based open-source business platform for efficient team management and online collaboration, developed by Ascensio System SIA, a Latvian software development company. The solution features online document editors, a platform for document management, corporate communication, mail and project management tools. The ONLYOFFICE online editors allow you to create, edit and collaborate on text documents, spreadsheets, presentations, fillable forms and PDF files. Complete compatibility with Word, Excel and PowerPoint files. **Average Rating:** 4.4/5.0 **Total Reviews:** 63 #### How Do G2 Users Rate ONLYOFFICE Workspace? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind ONLYOFFICE Workspace? - **Seller:** [Ascensio System](https://www.g2.com/sellers/ascensio-system) - **Year Founded:** 2008 - **HQ Location:** Riga, Latvia - **Twitter:** @only\_office 6,700 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1035155e9e41feba6d40f41a408aaa100b31083b817deb471a6b57ac861cb515&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1063074%2F&secure%5Burl_type%5D=linkedin_company_website) 121 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Higher Education - **Company Size:** 76% Small, 17% Medium #### What Do G2 Reviewers Say About ONLYOFFICE Workspace? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **affordability** of ONLYOFFICE Workspace, enjoying the benefits of a free tier for organization. - Users appreciate the **centralization** of ONLYOFFICE Workspace, simplifying organization and document integration in one platform. - Users find ONLYOFFICE Workspace **intuitive and organized** , consolidating various document types into one accessible platform. - Users enjoy the **intuitive interface** of ONLYOFFICE Workspace, making organization and setup effortless while centralizing documents. - Users enjoy the **easy collaboration** features of ONLYOFFICE Workspace, as it enhances organization and simplifies document integration. ##### Cons - Users express frustration over **billing issues** due to inadequate customer support and document handling limitations. - Users find **incomplete information** and lack of customer service disappointing, affecting their overall experience with ONLYOFFICE Workspace. - Users highlight the need for **insufficient training** , as customer support is limited, impacting overall user experience. - Users are frustrated by the **limited storage** which makes handling large documents difficult, impacting their overall satisfaction. - Users express disappointment at the **poor customer support** , highlighting the need for improvement in assistance and guidance. #### What Are Recent G2 Reviews of ONLYOFFICE Workspace? **["Streamlined Team Collaboration with Powerful Features"](https://www.g2.com/survey_responses/onlyoffice-workspace-review-12279554)** **Rating:** 4.5/5.0 stars _— ilyass a._ [Read full review](https://www.g2.com/survey_responses/onlyoffice-workspace-review-12279554) **["Intuitive Workspace for Document Management"](https://www.g2.com/survey_responses/onlyoffice-workspace-review-12227153)** **Rating:** 4.0/5.0 stars _— Lee L._ [Read full review](https://www.g2.com/survey_responses/onlyoffice-workspace-review-12227153) #### What Are G2 Users Discussing About ONLYOFFICE Workspace? - [What is ONLYOFFICE used for?](https://www.g2.com/discussions/what-is-onlyoffice-used-for) - [Is Justoffice open source?](https://www.g2.com/discussions/is-justoffice-open-source) - 1 comment - [Is Onlyoffice a FOSS?](https://www.g2.com/discussions/is-onlyoffice-a-foss) - 1 comment - [What is Onlyoffice document server?](https://www.g2.com/discussions/what-is-onlyoffice-document-server) - 1 comment - [Is Onlyoffice any good?](https://www.g2.com/discussions/is-onlyoffice-any-good) - 2 comments ### [OneHash CRM](https://www.g2.com/products/onehash-crm/reviews) OneHash CRM is an all in business automation tool suitable for all business size, and offers a host of features that can help you increase your business revenue. From lead source mapping to lead nurturing entire sales funnel can be managed on single software. It’s a cloud-based CRM that is very scalable, so you can easily add more users or features as your business grows. It has below must to have features. - Leads can be captured in real time from web forms, contact us forms, Facebook forms, etc. - The sales team can reach prospects via call, email, WhatsApp, or SMS and can set follow-ups. - They can generate quotations and sales invoices directly from the system and send them to clients using OneHash CRM. - Lead owner efficiency, user and role permission setup, and workflow automation can be accomplished in no time. **Average Rating:** 4.4/5.0 **Total Reviews:** 70 #### How Do G2 Users Rate OneHash CRM? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind OneHash CRM? - **Seller:** [OneHash](https://www.g2.com/sellers/onehash) - **Year Founded:** 2020 - **HQ Location:** Delaware - **Twitter:** @OneHash 593 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=22bed1ad7527530dcac78273c7f2db7a15eaa592c7fdbdf8f5990fa145c1f411&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fonehash&secure%5Burl_type%5D=linkedin_company_website) 28 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Marketing and Advertising - **Company Size:** 73% Small, 25% Medium #### What Do G2 Reviewers Say About OneHash CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of OneHash CRM, simplifying business data management and reducing software costs. - Users praise the **comprehensive features** of OneHash CRM, enabling seamless integration and customization across all business units. - Users value the **extensive customizability** of OneHash CRM, enabling tailored solutions for unique business requirements. - Users praise OneHash CRM for its **efficiency** , streamlining operations and boosting productivity across all business units. - Users value the **extensive customization options** of OneHash CRM, enabling tailored solutions for diverse business needs. ##### Cons - Users find the **learning curve steep** due to limited documentation, making it challenging for small businesses to adapt. - Users find **limited customization** options in OneHash CRM, making it difficult and sometimes confusing to tailor the system. - Users find the **learning difficulty** of OneHash CRM challenging, as it requires time and effort to master its features. - Users face a **steep learning curve** with OneHash CRM, making initial use challenging for small businesses. - Users find **difficult customization** challenges with OneHash CRM, as implementation can be confusing and unpredictable. #### What Are Recent G2 Reviews of OneHash CRM? **["Multi-currency feature makes OneHash a worthwhile investment."](https://www.g2.com/survey_responses/onehash-crm-review-10469600)** **Rating:** 5.0/5.0 stars _— Sara L._ [Read full review](https://www.g2.com/survey_responses/onehash-crm-review-10469600) **["User Friendly Interface"](https://www.g2.com/survey_responses/onehash-crm-review-9910492)** **Rating:** 5.0/5.0 stars _— Verified User in Health, Wellness and Fitness_ [Read full review](https://www.g2.com/survey_responses/onehash-crm-review-9910492) #### What Are G2 Users Discussing About OneHash CRM? - [What is OneHash CRM used for?](https://www.g2.com/discussions/what-is-onehash-crm-used-for) - 1 comment ### [Spiro](https://www.g2.com/products/spiro/reviews) Spiro is an AI-powered CRM designed specifically for manufacturers and distributors. The Spiro platform highlights the customers that need attention or present growth opportunities, and proactively recommends specific actions to be taken. Customers save time with Spiro’s automated data collection, and grow their business by 32% within the first two years of using Spiro. For more information, visit https://www.spiro.ai. **Average Rating:** 4.6/5.0 **Total Reviews:** 101 #### How Do G2 Users Rate Spiro? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Spiro? - **Seller:** [Spiro Technologies, Inc.](https://www.g2.com/sellers/spiro-technologies-inc) - **Year Founded:** 2014 - **HQ Location:** Boston, MA - **Twitter:** @spiroai 15,118 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d169e666e0795a887ed51d2bf4f9ff8fc879734c56290567427e155c1d6047bc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4814558%2F&secure%5Burl_type%5D=linkedin_company_website) 20 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Construction - **Company Size:** 52% Small, 46% Medium #### What Do G2 Reviewers Say About Spiro? _AI-generated summary from verified user reviews_ ##### Pros - Users commend Spiro for its **ease of use** , streamlining workflows and automating tasks for greater efficiency. - Users love the **efficiency** of Spiro, with automated updates and reminders saving precious CRM time daily. - Users value the **automation features** of Spiro, enjoying seamless updates and stress-free client follow-ups. - Users value the **automated contact management** of Spiro, significantly reducing manual efforts and enhancing productivity. - Users love Spiro for its **easy customization** , allowing tailored workflows and effortless adjustments to fit diverse needs. ##### Cons - Users face **integration issues** with Spiro, making it challenging to connect with existing systems effectively. - Users find Spiro’s **steep learning curve** challenging, particularly for advanced features and those unfamiliar with AI-driven systems. - Users find the **time-consuming integration challenges** with existing systems hinder their overall experience with Spiro. - Users feel that the **limited customization** of Spiro's pipeline stages restricts their sales process flexibility and efficiency. - Users find the **expertise required** for Spiro challenging, particularly those unfamiliar with AI-driven CRMs and automation. #### What Are Recent G2 Reviews of Spiro? **["Efficient CRM with Room for GDPR Enhancements"](https://www.g2.com/survey_responses/spiro-review-13058426)** **Rating:** 4.5/5.0 stars _— Karl S._ [Read full review](https://www.g2.com/survey_responses/spiro-review-13058426) **["Streamlined Compliance with Extensive Automation"](https://www.g2.com/survey_responses/spiro-review-12984050)** **Rating:** 4.5/5.0 stars _— Spiros S._ [Read full review](https://www.g2.com/survey_responses/spiro-review-12984050) #### What Are G2 Users Discussing About Spiro? - [What does Spiro do?](https://www.g2.com/discussions/what-does-spiro-do) - [What is Spiro CRM?](https://www.g2.com/discussions/what-is-spiro-crm) - [How much does a Spiro?](https://www.g2.com/discussions/how-much-does-a-spiro) - 1 comment, 1 upvote - [Is Spiro free?](https://www.g2.com/discussions/is-spiro-free) - 2 comments ### [OfficeClip Contact Manager](https://www.g2.com/products/officeclip-contact-manager/reviews) OfficeClip Contact Manager is a software that provides 360 degree view of the contact lifecycle. It provides teh following advantages: 1. Ability to capture leads from various sources (e.g. website forms) 2. Keep all contact related information in one place (activities, emails, documents etc.) 3. Design and send email campaigns and track its result 4. Create daily call list to periodically call prospects 5. Manage customer, account and opportunity information 6. Track time for projects done for customers 7. Track issues related to contacts and projects 8. Send invoices and accept payments online **Average Rating:** 4.7/5.0 **Total Reviews:** 17 #### How Do G2 Users Rate OfficeClip Contact Manager? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind OfficeClip Contact Manager? - **Seller:** [OfficeClip](https://www.g2.com/sellers/officeclip-06603ec5-12a2-499f-870e-2bc1cfee14cb) - **Year Founded:** 2003 - **HQ Location:** Atlanta, GA - **Twitter:** @OfficeClip 578 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=364f721986e58fd6abe09629936b18a413ddb90b7a144479db779abb475e5c29&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F222912%2F&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 71% Small, 18% Medium #### What Do G2 Reviewers Say About OfficeClip Contact Manager? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of OfficeClip Contact Manager, making tasks simpler and quicker to manage. - Users value the **easy tracking** features of OfficeClip Contact Manager, simplifying tasks and enhancing overall efficiency. - Users find OfficeClip Contact Manager to be highly **efficient** , enabling quick and easy task completion during work shifts. - Users value the **effective task management** capabilities of OfficeClip, enhancing speed and simplicity in handling business tasks. - Users appreciate the **easy access** with all essential tools provided on a single cloud-based platform. ##### Cons - Users express frustration with **dashboard issues** that hinder effective overview on both computer and mobile devices. - Users find the **limited features and outdated interface** of OfficeClip Contact Manager frustrating compared to competitors. - Users find the **limited features** of OfficeClip Contact Manager lacking, especially in automation and reporting capabilities. #### What Are Recent G2 Reviews of OfficeClip Contact Manager? **["Efficient Contact Management, Needs Faster Support"](https://www.g2.com/survey_responses/officeclip-contact-manager-review-13042280)** **Rating:** 4.5/5.0 stars _— Verified User_ [Read full review](https://www.g2.com/survey_responses/officeclip-contact-manager-review-13042280) **["Very Useful for Managing Contacts, Notes, and Follow Up Work"](https://www.g2.com/survey_responses/officeclip-contact-manager-review-12906695)** **Rating:** 5.0/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/survey_responses/officeclip-contact-manager-review-12906695) #### What Are G2 Users Discussing About OfficeClip Contact Manager? - [What is funnel CRM?](https://www.g2.com/discussions/officeclip-contact-manager-what-is-funnel-crm) - [Does Microsoft have a contact manager?](https://www.g2.com/discussions/does-microsoft-have-a-contact-manager) - [What is contact management application?](https://www.g2.com/discussions/what-is-contact-management-application) - [What does a contact manager do?](https://www.g2.com/discussions/what-does-a-contact-manager-do) - [‹ Prev‹ Prev](/categories/crm/small-business?order=g2_score&page=10#product-list) - [1](/categories/crm/small-business?order=g2_score#product-list) - [2](/categories/crm/small-business?order=g2_score&page=2#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](/categories/crm/small-business?order=g2_score&page=10#product-list) - 11 - [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=12#product-list) Spotlight Categories [Talent Assessment Software](https://www.g2.com/categories/talent-assessment-software) [Integration Platform as a Service (iPaaS) Solutions](https://www.g2.com/categories/ipaas) [Generative AI Infrastructure Software](https://www.g2.com/categories/generative-ai-infrastructure) [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence) 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/)