Best CRM Software for Small Business - Page 13

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monday CRM

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

Average Rating: 4.5/5.0

Total Reviews: 1,817

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

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

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 74% Small, 23% Medium

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,892

Category Stats (Oct 2026)

  • Average Rating: 4.41/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Vryno CRM (+15.16%) - Among all products in this category, Vryno CRM recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 125,900+ Authentic Reviews
  • 1,892+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for CRM Software

G2 Grid® for CRM Software plotting products by satisfaction and market presence

Highlighted products: HubSpot Sales Hub, Salesforce Sales Cloud, Pipedrive, monday CRM, Bigin by Zoho CRM, Close, ActiveCampaign, and Attio.

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=close&focus%5B%5D=activecampaign&focus%5B%5D=attio&segment=small-business)

Deskera CRM

Deskera CRM is now integrated into Deskera ERP. Manage all aspects of your business with Deskera ERP. Automate and centralize business processes, from financial management to inventory control and manufacturing operations. Gain real-time insights and increase business control. Increase data accuracy, reduce costs, fulfill orders faster, and improve customer service with Deskera ERP's custom built tools.

Average Rating: 4.4/5.0

Total Reviews: 90

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How Do G2 Users Rate Deskera CRM?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Deskera CRM?

  • Seller: Deskera
  • Year Founded: 2008
  • HQ Location: Minneapolis, Minnesota
  • Twitter: @deskera
    5,787 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    108 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 96% Small, 3% Large

What Are Recent G2 Reviews of Deskera CRM?

OutreachCRM

Modular solution with billing & ledger, referrals tracking, project management, support ticketing, communication tools.

Average Rating: 4.5/5.0

Total Reviews: 43

How Do G2 Users Rate OutreachCRM?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.0/10 (Category avg: 8.6/10)

Who Is the Company Behind OutreachCRM?

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 49% Medium, 28% Large

What Are Recent G2 Reviews of OutreachCRM?

What Are G2 Users Discussing About OutreachCRM?

Simply CRM

Simply CRM is an integrated, all-in-one platform designed to streamline customer relationship management, sales, and marketing processes for businesses of all sizes. It offers a user-friendly interface that simplifies complex tasks, enabling organizations to manage leads, track communications, automate workflows, and generate insightful reports efficiently. With robust integration capabilities, Simply CRM connects seamlessly with popular tools like Google Gmail, Microsoft Outlook, Mailchimp, WordPress, and WooCommerce, ensuring a cohesive operational environment. Key Features and Functionality: - Lead and Deal Management: Capture and nurture leads through the sales pipeline, enhancing conversion rates. - Communication Tracking: Monitor calls, emails, and contact history to maintain comprehensive visibility and control over client interactions. - Automation: Design and implement workflows to automate repetitive tasks, increasing operational efficiency. - Reporting and Analytics: Generate customizable reports and dashboards to gain real-time insights into business performance. - Privacy and Security: Ensure data protection and compliance with privacy regulations. - Mobile Accessibility: Access the platform via mobile devices, allowing work from anywhere. Primary Value and Solutions Provided: Simply CRM addresses the need for a comprehensive yet straightforward CRM solution that integrates seamlessly with existing tools, reducing the learning curve and implementation time. By automating routine tasks and providing real-time data insights, it empowers businesses to focus on strategic growth initiatives. The platform's extensive integration options and customizable features make it adaptable to various industries, ensuring that organizations can tailor it to their specific requirements. Ultimately, Simply CRM enhances customer relationships, boosts sales, and supports sustainable business growth by centralizing data, automating processes, and offering valuable insights.

Average Rating: 4.5/5.0

Total Reviews: 52

How Do G2 Users Rate Simply CRM?

  • Has the product been a good partner in doing business?: 8.8/10 (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.: 9.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Simply CRM?

  • Seller: Simply CRM
  • Year Founded: 2011
  • HQ Location: Copenhagen K
  • Twitter: @simplyCRMcom
    101 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 61% Small, 28% Medium

What Do G2 Reviewers Say About Simply CRM?

AI-generated summary from verified user reviews

Pros
  • Users praise Simply CRM for its affordability, effectively optimizing sales and marketing without breaking the bank.
  • Users praise the excellent customer support of Simply CRM, enhancing their experience and ease of use.
  • Users appreciate the ease of use of Simply CRM, finding it simple and intuitive for beginners to navigate.
  • Users value the cost-effective efficiency of Simply CRM for optimizing sales and marketing processes effectively.
  • Users appreciate the wide range of features in Simply CRM, enhancing their overall experience and ease of use.
Cons
  • Users find the limited customization options of Simply CRM restrict their ability to tailor the system to their needs.
  • Users experience performance issues with Simply CRM, particularly when handling large datasets and using the mobile app.
  • Users note that the slow loading times can hinder their experience with Simply CRM, suggesting room for improvement.
  • Users report slow performance with large datasets, and suggest improvements for the mobile app experience.
  • Users find the outdated user interface and limited customization of Simply CRM frustrating and not user-friendly on mobile.

What Are Recent G2 Reviews of Simply CRM?

What Are G2 Users Discussing About Simply CRM?

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How it works

SuperAGI

SuperAGI is an AI-native CRM platform that unifies sales, marketing, and customer service teams under one intelligent system. It automates high-impact workflows and continuously learns to personalize every customer touchpoint. By replacing multiple tools with autonomous agents, SuperAGI streamlines operations and drives predictable revenue growth. 1) Sales - CRM → CRM items + Tasks An AI-Native CRM that tracks actions by both reps and AI agents, auto-organizes pipeline, and surfaces the next best action. You get enriched records, real-time insights, role-based access, and a “Streamlined Task Play” to fly through prioritized to-dos without tab-hopping. The LinkedIn plugin and our native integrations keep data fresh and actionable. - Prospect → Prospects & Data Enrichment Prospect from an agent-verified contact/company database and auto-enrich records with verified emails and phones. Keep profiles updated with AI, import or export cleanly, and add leads from LinkedIn directly into CRM so you can email or call immediately. Build granular lists, and push them straight into outreach. Upload CSVs for waterfall enrichment, adding leads to lists, sequences, or CRM in one go. - Signals A single signal deanonymizes website visitors, enriches them, scores intent, and explains the “reason to engage.” Alerts land in Slack/email, and you can push accounts into sequences or tasks automatically so sellers hit peak-interest moments, not inbox dead zones. - Cold Outreach Automate LinkedIn + email outreach with copy tuned to persona and context, protect deliverability with mailbox rotation, and run multi-step, multi-channel sequences that book meetings even while you are away. Review or override messages as needed; the system learns what wins and scales it. - Sequences → Sequences + Conversations + Email Orchestrate email, calls, SMS, and LinkedIn in one place, with AI-written variants and A/B tests to lift conversion. Keep stakeholder replies stitched in one email thread, auto-log every touch in CRM, and get sentiment insights to handle objections faster. - AI Dialer Run high-throughput calling with international numbers and parallel dialing (up to multiple lines at once). The system drops unanswered calls, connects reps instantly, and auto-captures notes and activity so talk time goes up while admin time goes down. - Meetings Apply SLAs and rules to route by territory/AEs, convert website and campaign interest into booked slots, and automate SDR→AE handoffs so nothing slips. It’s built to turn traffic into pipeline with less back-and-forth. - Workflows Define automation plays across sales and marketing, e.g., signal detected → enrich → route → trigger sequence → create task → update CRM—so execution is consistent and fast. Works hand-in-hand with AI Journeys and Journey Orchestration to keep motions coordinated. Analytics See pipeline health, cohort conversion, channel impact, and rep performance in one pane. AI explains drivers and recommends actions (double-down, fix, or re-route), helping teams forecast better and remove bottlenecks before they stall deals. CPQ Define price books, approvals, discounts, and quote templates natively. Generate branded quotes with one click from deals, route approvals automatically, and sync accepted quotes straight back to pipeline—so selling stays in one flow. 2) Marketing - Campaigns Build segmented audiences, personalize journeys, and run coordinated touchpoints across email, SMS/WhatsApp, push, and more. Measure lift across channels and feed results back into Signals and Sales so marketing and pipeline stay perfectly in sync. - Customer Journeys Goodbye templatized automation flows! Let AI build the most optimal customer engagement workflows & customer journeys based on their recent interactions to maximize your ROI. - Customer Segmentation: Orchestrate highly personalized and targeted customer interactions based on behavioral data, demographics & recent actions on the website. - Analytics Get granular visibility of your customer behavior, campaign performance, and overall business intelligence along with AI-generated insights, recommendations, and autonomous reporting. - Customer Engagement Deliver a seamless brand experience to your customers via chat across Facebook/Instagram/WhatsApp and make phone calls directly from a single dashboard. - Ads (Coming soon) Create audience syncs from CRM segments, push to ad platforms, and let AI recommend budgets, creatives, and negative-keyword hygiene. Close the loop by attributing pipeline and revenue—not just clicks—back to source. - Social (Coming soon) Publish across networks, monitor intent cues, and turn comments/DMs into sequences, tickets, or meetings with a click. One content calendar; full attribution to pipeline. 3) Support - AI Live Chat Give customers real-time answers, deflect repeats with knowledge-base automation, and escalate to humans when needed—still in one thread. Tie conversations to CRM objects and SLAs, and keep an AI Support Inbox running for always-on assistance. Voice Support (Coming soon) Use voice agents that integrate with live data and your CRM: authenticate callers, update records, send follow-up texts, or book time with a rep. Guardrails keep calls on-brand while the agent scales to hundreds of simultaneous conversations.

Average Rating: 4.5/5.0

Total Reviews: 439

How Do G2 Users Rate SuperAGI?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind SuperAGI?

  • Seller: SuperAGI
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Palo Alto, California, United States
  • Twitter: @_superAGI
    6,088 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    131 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder
  • Top Industries: Apparel & Fashion, Consumer Goods
  • Company Size: 82% Small, 18% Medium

What Do G2 Reviewers Say About SuperAGI?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SuperAGI, finding it simple to navigate and integrate into their workflows.
  • Users value the intuitive interface and targeted communication of Contlo, enhancing audience engagement for effective marketing.
  • Users value the helpful support team of SuperAGI, enhancing their overall experience and facilitating smooth operations.
  • Users love the user-friendly interface and appreciate accessing all features in one platform for effective CRM.
  • Users appreciate the powerful automation tools in SuperAGI, which significantly streamline their sales processes and save time.
Cons
  • Users note the need for more missing features like analytics and diverse promotion options to enhance functionality.
  • Users note the limited features and UI issues in SuperAGI, impacting usability and overall experience.
  • Users report experiencing glitches and bugs with SuperAGI, which can disrupt automation and functionality occasionally.
  • Users report occasional bugs and glitches that can disrupt the otherwise seamless experience with SuperAGI.
  • Users report limited features in SuperAGI, expressing a desire for more comprehensive event and email filtering options.

What Are Recent G2 Reviews of SuperAGI?

Shape Software

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape today.

Average Rating: 4.5/5.0

Total Reviews: 59

How Do G2 Users Rate Shape Software?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (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 Shape Software?

  • Seller: Shape Software
  • HQ Location: Irvine, California
  • Twitter: @ShapeBizTech
    656 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Accounting
  • Company Size: 60% Small, 35% Medium

What Do G2 Reviewers Say About Shape Software?

AI-generated summary from verified user reviews

Pros
  • Users value the advanced email marketing features of Shape Software, enhancing their marketing automation efforts effectively.
  • Users appreciate the advanced lead management features of Shape Software, enhancing their marketing automation efforts.
  • Users find the marketing automation tools of Shape Software effective for managing campaigns and leads efficiently.
  • Users value the marketing automation tools in Shape Software, enhancing their email campaigns and lead management efficiency.
  • Users appreciate the marketing automation tools in Shape Software, enhancing their campaigns with efficiency and effectiveness.
Cons
  • Users find editing limitations in Shape Software frustrating, with constraints on customization and expensive pricing structures.
  • Users highlight the expensive pricing of Shape Software, with numerous additional fees making it less appealing.
  • Users face API issues with Shape Software, noting limitations in functionality and restrictive usage limits despite additional fees.
  • Users note the limited customization and additional costs of Shape Software, leading to frustration with its functionality.
  • Users report billing issues with Shape Software, including difficulties in cancellation and unexpected contract commitments.

What Are Recent G2 Reviews of Shape Software?

What Are G2 Users Discussing About Shape Software?

Leadscore.io

Leadscore is an affordable CRM platform offering sales & marketing automation solutions designed for small companies.

Average Rating: 4.0/5.0

Total Reviews: 26

How Do G2 Users Rate Leadscore.io?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Leadscore.io?

  • Seller: Interact.io
  • Year Founded: 2013
  • HQ Location: Berlin
  • Twitter: @interact_io
    221 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 48% Small, 37% Medium

What Do G2 Reviewers Say About Leadscore.io?

AI-generated summary from verified user reviews

Pros
  • Users find Leadscore.io to be extremely user-friendly, allowing quick understanding and efficient use for lead management.
  • Users value the automation focus of Leadscore.io for efficient lead qualification and improved sales alignment.
  • Users highlight the streamlined and user-friendly setup of Leadscore.io, making it easy to get started.
  • Users value the efficiency of Leadscore.io, finding it easy to understand and effective for managing data and follow-ups.
  • Users value the efficient lead management of Leadscore.io, ensuring timely and accurate lead qualification for sales teams.
Cons
  • Users voice concerns about incomplete information in Leadscore.io's intent data, impacting lead accuracy in APAC and EU markets.
  • Users find the initial investment high, making it less accessible for small businesses despite its user-friendly interface.
  • Users find integration issues with Leadscore.io frustrating, as connecting it with other tools is not seamless.
  • Users find the interface outdated and integration with other tools less seamless compared to other CRMs.

What Are Recent G2 Reviews of Leadscore.io?

What Are G2 Users Discussing About Leadscore.io?

GoldMine

Build Enduring Relationships with GoldMine Your business depends on building close, long-lasting relationships. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses. That’s why finding the right customer relationship management (CRM) software is so important. Your CRM solution needs to be powerful, easy to use and maintain, and affordable. Only Goldmine brings all those together in a package that’s perfect for small businesses. Over 1 million users have selected GoldMine to help them manage over one billion relationships and build enduring relationships that enable them to thrive. GoldMine’s robust capabilities and high ease-of-use deliver rapid time to benefit and return on investment. With GoldMine, you’ll: * Improve effectiveness, accelerating your goal achievement up to 15%. * Boost productivity * Increase the number of deals Learn more at http://www.goldmine.com/

Average Rating: 3.7/5.0

Total Reviews: 185

How Do G2 Users Rate GoldMine?

  • Has the product been a good partner in doing business?: 7.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.0/10 (Category avg: 8.6/10)

Who Is the Company Behind GoldMine?

  • Seller: MacSonik
  • Year Founded: 2020
  • HQ Location: Noida, IN
  • Twitter: @macsonik1
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 68% Small, 25% Medium

What Do G2 Reviewers Say About GoldMine?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of GoldMine, significantly reducing admin workload and enhancing B2B sales efficiency.
  • Users appreciate the easy customization of GoldMine, allowing them to tailor workflows to their specific B2B sales needs.
  • Users find the easy setup of GoldMine enhances their experience, allowing quick adaptation to B2B sales workflows.
  • Users appreciate the feature richness of GoldMine, tailored for complex B2B sales workflows and deep customization.
  • Users value the organization efficiency of GoldMine, enabling effective management of all transactions.
Cons
  • Users report numerous email issues with GoldMine, particularly with integration and functionality in Exchange Online.
  • Users find GoldMine's steep learning curve challenging, as navigation is dense and non-intuitive, causing time inefficiencies.
  • Users find GoldMine's navigation non-intuitive, leading to a steep learning curve and time-consuming tasks.
  • Users believe the UI and UX need significant improvements to enhance their overall experience with GoldMine.
  • Users find the time-consuming navigation frustrating, estimating it wastes about 30 minutes per day per rep.

What Are Recent G2 Reviews of GoldMine?

What Are G2 Users Discussing About GoldMine?

TDF CRM

With over 20 years of focus on the distribution industry, White Cup enables distributors to easily access revenue intelligence information to manage relationships and interactions with customers and potential customers. TDF CRM helps marketing and sales teams drive growth, increase profitability, differentiate your business, and improve employee engagement.

Average Rating: 3.9/5.0

Total Reviews: 49

How Do G2 Users Rate TDF CRM?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.8/10 (Category avg: 8.6/10)

Who Is the Company Behind TDF CRM?

Who Uses This Product?

  • Top Industries: Wholesale, Industrial Automation
  • Company Size: 59% Medium, 37% Small

What Do G2 Reviewers Say About TDF CRM?

AI-generated summary from verified user reviews

Pros
  • Users love the simplicity of TDF CRM, enabling easy assembly of screens and objects without coding knowledge.
  • Users appreciate the user-friendly design of TDF CRM, allowing easy setup without extensive coding knowledge.
Cons
  • Users experience limited features in TDF CRM, especially in reporting and analytics, hindering larger business needs.

What Are Recent G2 Reviews of TDF CRM?

What Are G2 Users Discussing About TDF CRM?

SalesJunction

SalesJunction is a web-based Customer Relationship Management (CRM) and Sales Force Automation (SFA) platform designed to provide small and midsize businesses with an affordable and straightforward solution for managing customer relationships and sales processes. Established in 2003 and headquartered in Atlanta, Georgia, SalesJunction focuses on delivering a user-friendly interface that consolidates essential sales and customer data, enabling teams to enhance productivity and foster stronger customer connections. Key Features and Functionality: - Contact and Lead Management: Centralizes customer information, allowing teams to efficiently track interactions and manage leads. - Email and Calendar Integration: Seamlessly integrates with popular email systems and calendars to ensure timely follow-ups and meeting schedules. - Customizable Dashboards and Reports: Offers tailored dashboards and reporting tools to monitor sales pipelines, team performance, and other critical metrics. - Sales Automation: Automates repetitive tasks such as follow-ups and data entry, streamlining sales processes. - Mobile Access: Provides mobile applications for iPhone and iPad, enabling sales representatives to access and update information on the go. - Document Management: Includes an online document storage system for easy access to contracts, quotes, and sales materials. Primary Value and Solutions Provided: SalesJunction addresses the challenges small businesses face in managing customer relationships and sales activities by offering an all-in-one platform that is both cost-effective and feature-rich. By consolidating various sales and customer management tools into a single system, it eliminates the need for multiple disparate applications, reducing complexity and improving efficiency. The platform's affordability, with pricing starting at $12.50 per user per month, ensures that small businesses can access robust CRM and SFA functionalities without significant financial strain. This comprehensive approach empowers businesses to enhance their sales processes, improve customer engagement, and drive growth.

Average Rating: 4.1/5.0

Total Reviews: 21

How Do G2 Users Rate SalesJunction?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.0/10 (Category avg: 8.6/10)

Who Is the Company Behind SalesJunction?

  • Seller: SalesJunction
  • Year Founded: 2011
  • HQ Location: Atlanta, GA
  • Twitter: @SalesJunction
    153 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 68% Small, 23% Medium

What Do G2 Reviewers Say About SalesJunction?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of SalesJunction, appreciating seamless workflows for timely communication with donors.
  • Users value the automation features of SalesJunction, enhancing productivity and ensuring timely communication with donors effortlessly.
  • Users enjoy the ease of use in SalesJunction, benefiting from its intuitive design and efficient follow-up email features.
  • Users commend the easy setup of SalesJunction, facilitating a smooth integration into their organizational workflows.
  • Users highlight the efficiency of SalesJunction, benefiting from its streamlined follow-up email features and intuitive setup.
Cons
  • Users note the missing database for CSR initiatives as a major drawback that limits donor management capabilities.

What Are Recent G2 Reviews of SalesJunction?

What Are G2 Users Discussing About SalesJunction?

arkflux

Intelligently transforming business for SME’s; enabling management of customer relationships through business automation and workflows as well as measuring and qualifying / quantifying the customer experience. Further automated processes for marketing, facilitates powerful unified marketing campaigns, delivering leads and customer engagement in real time to sales development and customer success teams.

Average Rating: 4.4/5.0

Total Reviews: 24

How Do G2 Users Rate arkflux?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.7/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind arkflux?

  • Seller: 360Freedom
  • HQ Location: N/A
  • Twitter: @360Freedom
    81 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 63% Small, 38% Medium

What Do G2 Reviewers Say About arkflux?

AI-generated summary from verified user reviews

Pros
  • Users find Arkflux to be intuitive and easy to navigate, streamlining their daily workflows effectively.
  • Users find Arkflux's easy setup streamlined and efficient, enhancing daily workflows for global marketing teams.
  • Users find arkflux's interface to be intuitive and easy to navigate, enhancing their overall experience after setup.
  • Users highlight the efficiency of Arkflux, enjoying its ease of use and quick setup for streamlined workflows.
  • Users appreciate the integration of global standardization and regional localization in Arkflux, enhancing campaign effectiveness seamlessly.
Cons
  • Users express dissatisfaction with the limited customization in Arkflux, hindering regional marketing adjustments and efficiency.
  • Users find that integration issues arise when third-party tools change settings, leading to frustrating workflow disruptions.
  • Users find the learning curve steep due to advanced features being hard to locate and limited customization options.
  • Users regret the missing features in Arkflux, limiting customization options for regional marketing needs and efficiency.
  • Users find the time-consuming nature of creating separate campaigns for minor adjustments in Arkflux frustrating and inefficient.

What Are Recent G2 Reviews of arkflux?

What Are G2 Users Discussing About arkflux?

CentralStationCRM

The perfect customer relationship management tool for SMEs and small teams. User friendly, web based and ready to start in 60 seconds. For a free 30 day trial with no obligations use the link below. https://centralstationcrm.com/signup/new

Average Rating: 4.2/5.0

Total Reviews: 16

How Do G2 Users Rate CentralStationCRM?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind CentralStationCRM?

  • Seller: 42he GmbH
  • Year Founded: 2010
  • HQ Location: Köln, DE
  • Twitter: @cscrm
    829 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 71% Small, 24% Medium

What Do G2 Reviewers Say About CentralStationCRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of CentralStationCRM, enabling quick onboarding and efficient management of leads and deals.
  • Users value the easy customization of CentralStationCRM, facilitating quick adoption and efficient lead management for teams.
  • Users love the easy implementation of CentralStationCRM, enabling quick setup and immediate productivity for teams.
  • Users value the easy setup of CentralStationCRM, enabling quick adoption and immediate productivity for teams.
  • Users love the intuitive interface of CentralStationCRM, facilitating quick adoption and easy access to vital information.
Cons
  • Users find CentralStationCRM not ideal for large enterprises, as it may feel restrictive for scaling bigger teams.
  • Users face challenges with limited advanced automation and shallow reporting, impacting overall functionality and customization.
  • Users report integration issues with CentralStationCRM, citing limited third-party connections and manual data syncing challenges.
  • Users struggle with the steep learning curve of CentralStationCRM, making adoption challenging for new team members.
  • Users find limited customization options in CentralStationCRM, making it difficult to tailor solutions to specific industry needs.

What Are Recent G2 Reviews of CentralStationCRM?

Jarvis CRM

Jarvis is a Platform for Marketing, Sales, CRM, ERP, and Projects The Jarvis CRM/ERP Platform contains over 20 years of experience working in multiple industries, with many different customers with very different needs. Our focus on design plays a considerable role in Jarvis CRM. Business applications should be beautiful and functional. Jarvis CRM is the 2017 recipient of the FileMaker Business Alliance Excellence Award for Design. Productivity and simplicity are the results. You'll spend fewer clicks and less time searching for the items your boss needs. In Jarvis, all data is in one place with access via desktop, web-browser and iPhone. Gone are the days of finding paperwork, emails, and figuring out who has the current version of a spreadsheet. Jarvis CRM/ERP includes all of the modules needed to run a business successfully with a single application. Integrations: • Quickbooks Online, No Plugins or annual fees. • SendGrid Email for sending a guaranteed email. Flag customers with bounced emails. Inbound Parse. • Zoom for meetings • Google for addresses, maps, Calendar General: • Optimized for FileMaker 19 • All layouts enlarged to fit a 15inch laptop edge (1680x1000) • Updated Interface • More user-defined preferences Calendar • Recoded to work as embedded javascript in Jarvis - no PHP, no install • NEW Set colors for events in the settings area Campaigns • Simpler interface • New multi-level campaign actions that roll-up results • New group list from campaign action - log activities and send emails from the group list • New results by campaign action - view results by group members that responded - log activities and send emails from the group list • Actions - Create a New Group. Companies • Visuals for sales performance • Create quotes, invoices, sales orders, projects • Updated interactions panel to show only a list of activities with a link to view details • NEW links for tracking multiple company URL's • Subscriptions • Custom pricing Contacts • Visuals for sales performance • Log Tasks, Activities, Email, Schedule Appointments • Plan Marketing with Touchpoints via a template • Marketing Groups • Lead qualification • Opportunities, quotes, invoices, sales orders, projects • Related contacts, linked contacts Commissions • New Approval • Payment view • Paid view Documents • Added tags Email • Templates - SendGrid integrated, HTML formatted • NEW incoming Email Products and Services • Visuals for sales performance • Create and track purchase orders • Manage inventory • QR codes • Kitting • Related Products Opportunities • NEW Added an implementation plan. • Updated sales stages to prospect, discover, recommend, implement • Opportunity specific tasks for sales stages • Track probability of sales • Stages: Discovery, Recommendation, Closing • Multiple quotes per opportunity • Contract storage and process tracking Projects • Restyled overview panel • Choice between Gantt and tasks • Gantt opens in a resizable window and autosaves • New fields for project links and recurring meeting id for zoom • Project risks and planning • Notebooks • Track time and expenses • Create invoices for the project • Project templates Users • Your dashboard • User-centric menu • Visualizations ( activity tracking, hours, and sales data) • View sales vs. sales Goals • Set sales goals by the year • Manage employees, HR module • NEW Teams for managing incoming Email • NEW Sales territories • NEW education panel - required training and courses taken, tracks CEU's. • Updated email signature to use the HTML text editor. • Added preference button for sales. If de-selected, it will hide sales features from the user's view. • Menu - timesheets and expenses will hide if turned off in the system • NEW - Timecards General Features • Quoting • Invoices • Sales Orders • Payments • Expense reports • Timesheet • Vendor Management, Bills and Payments • Purchase Orders What's New Jarvis 7 is the most significant update to date. Every part of Jarvis has been reviewed to ensure it is as modernized and updated for FileMaker 19. Jarvis contains the largest marketing module of any application on the FileMaker platform. Email templates, multiple marketing actions, HTML signatures, groups, inbound parsing of email bring Jarvis full circle. Everything is using FileMaker's javascript functions in the web viewers eliminating the need for PHP. New modules: Courses, Job Descriptions, extend employee management. Over 70 total new features and updates have been added.

Average Rating: 4.8/5.0

Total Reviews: 14

How Do G2 Users Rate Jarvis CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (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.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Jarvis CRM?

  • Seller: The Scarpetta Group
  • Year Founded: 2008
  • HQ Location: Simpsonville, SC
  • Twitter: @ScarpettaGroup
    969 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 71% Small, 24% Medium

What Are Recent G2 Reviews of Jarvis CRM?

What Are G2 Users Discussing About Jarvis CRM?

Solid Performers CRM

Solid Performers CRM is a comprehensive cloud-based customer relationship management solution designed to streamline sales, marketing, and customer service processes for small and medium-sized businesses. By automating lead management, sales tracking, and client interactions, it enhances productivity and fosters business growth. The platform's user-friendly interface and customizable features ensure seamless integration with existing systems, making it adaptable to various industry needs. Key Features and Functionality: - Lead Management: Automates lead addition, allocation, and nurturing, ensuring timely follow-ups and efficient conversion. - Sales Automation: Manages sales pipelines, tracks deals, and forecasts growth, providing a clear overview of sales performance. - Contact Management: Centralizes customer information, facilitating effective communication and relationship building. - Email Integration: Consolidates email communications within the CRM, ensuring no interactions are missed. - Customizable Dashboards: Offers tailored dashboards with real-time analytics to monitor key performance indicators. - Mobile Access: Provides mobile applications for iOS and Android, enabling on-the-go access to CRM functionalities. - Workflow Automation: Automates repetitive tasks, enhancing operational efficiency and reducing manual errors. - Reporting and Analytics: Delivers comprehensive reports and analytics to assess performance and inform strategic decisions. Primary Value and Solutions Provided: Solid Performers CRM addresses common operational challenges by centralizing and automating critical business processes. It enhances lead conversion rates, improves customer engagement, and provides actionable insights through detailed analytics. By offering a scalable and customizable platform, it supports businesses in optimizing their workflows, increasing productivity, and achieving sustainable growth.

Average Rating: 4.8/5.0

Total Reviews: 55

How Do G2 Users Rate Solid Performers CRM?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Solid Performers CRM?

Who Uses This Product?

  • Top Industries: Real Estate, Electrical/Electronic Manufacturing
  • Company Size: 73% Small, 25% Medium

What Do G2 Reviewers Say About Solid Performers CRM?

AI-generated summary from verified user reviews

Cons
  • Users struggle with configuration issues, resulting in a frustrating experience and wasted resources on Solid Performers CRM.
  • Users find Solid Performers CRM expensive and ineffective, leading to wasted time and resources on unresolved issues.
  • Users find the learning curve steep, facing challenges in configuration and wasting time and money on issues.
  • Users find Solid Performers CRM to be time-consuming, often feeling their subscription is wasted on unresolved issues.

What Are Recent G2 Reviews of Solid Performers CRM?

What Are G2 Users Discussing About Solid Performers CRM?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 9, 2026
Reviews & FAQs

Reviews Summary: The Best CRM Software for Small-Business Businesses

Thanks to 122469 CRM software reviews and associated data from users working for small-sized companies, at G2 we have some of the most definitive data on the best CRM software for the smaller space. We have identified 195 individual CRM products offering the features, pricing and support that Small-Business companies look for when comparing CRM software and solutions. These reviews are generated using the qualitative and quantitative feedback from G2 members working in small-sized companies and who have used these CRM software products.

When G2 reviewers submit their CRM software reviews, they often provide information on the type of company they work for and what market segment they belong to. We break these different market segments into three distinct groups:

  • Small Business CRM Software Reviews (< 50 employees)
  • smaller CRM Software Reviews (51-1,000 employees)
  • Enterprise CRM Software Reviews (1,001+ employees)

smaller businesses have their own unique requirements when it comes to CRM software compared to small or enterprise companies. That is why these individual small-sized company CRM software reviews are especially helpful when comparing product set up, ease of use and overall cost.

Below you will find FAQs and review snippets for CRM software products that work well in smaller environments. These reviews are written by real G2 users working for these Small-Business companies who have real-world experience with these CRM software products.

FAQs About CRM Software for Small-Business Businesses

Q. What are the best CRM software products for small-sized businesses, according to G2 reviewers?
  • HubSpot Sales Hub - 4.4-stars, 7049 reviews (60% from smaller reviewers)
  • Salesforce Sales Cloud - 4.2-stars, 4912 reviews (21% from smaller reviewers)
  • Pipedrive - 4.3-stars, 3457 reviews (73% from smaller reviewers)
  • monday CRM - 4.5-stars, 1241 reviews (75% from smaller reviewers)
  • Bigin by Zoho CRM - 4.6-stars, 755 reviews (90% from smaller reviewers)
Q. What are the least-liked CRM software products for professionals at small-sized companies, based on the overall G2 rating?
  • Solid Performers CRM - 4.7-stars, 39 reviews (71% from smaller reviewers)
  • Jarvis CRM - 4.9-stars, 10 reviews (71% from smaller reviewers)
  • CentralStationCRM - 4.3-stars, 10 reviews (63% from smaller reviewers)
  • arkflux - 4.5-stars, 14 reviews (58% from smaller reviewers)
  • SalesJunction - 3.9-stars, 14 reviews (67% from smaller reviewers)
Q. What are the highest-rated CRM software tool features according to employees at Small-Business companies?
  • Engagement Tracking - 5.0-stars
  • For Startups - 5.0-stars
  • Communication Management - 4.9-stars
Q. What are the features that are rated lowest by employees at Small-Business companies?
  • AI Text Generation - 3.6-stars
  • Mobile Access - 3.6-stars
  • Adaptive Learning - 3.6-stars
Q. How many CRM software reviews are from users working in smaller companies?

47491 out of all CRM software reviews on G2 are from users working in Small-Business companies (39%).

Here's What Reviewers Working at smaller Businesses Have to Say About CRM Software

What Small-Business Professionals Liked What Small-Business Professionals Disliked

Dynamics 365 Sales: “What I like best about Dynamics 365 Sales is its integration with the Microsoft ecosystem, which makes managing customer relationships, tracking opportunities, and analyzing sales performance much easier. The platform provides powerful automation tools, customizable dashboards, and valuable insights that help sales teams improve efficiency and make better decisions.”

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ActiveCampaign: “Customer Support is very bad. Imposible to contact them for simple things as increasing the limit of contacts from 5000 to 7500. Even though there is an automatic feature to do this on the system, the automatic feature is calculating pricing wrongly and then you can´t get a response fro Active Campaign”

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monday CRM: “I like that you can assign roles to each assignment. I also like that you can create your own board, so you can focus on what you need to do and then view each timeline on its own.”

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Freshsales: “We reported a Freshsales defect in 2025, and it remains unresolved. Despite months of correspondence, Freshworks has not provided a firm resolution date, a meaningful technical explanation, or a credible plan to fix the problem. The response pattern has been consistently disappointing: apologize, claim the matter has been escalated, introduce another person or department, and then provide no substantive follow-up. More names are added, but nobody appears to take ownership and no solution is delivered. The wider product experience is also concerning. Useful marketplace integrations appear limited, and there has been little visible development in the areas that matter to us. While competing CRMs are introducing practical AI integrations and expanding their ecosystems, Freshsales does not appear to be keeping pace. Our experience also raises doubts about whether existing functionality is being adequately maintained. We continue paying for software with a known defect while receiving holding responses instead of measurable progress. Even basic questions, including what is blocking the fix, who is accountable, and when it will be resolved, remain unanswered.”

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ActiveCampaign: “The email automations, tagging feature, lead capture forms, they connect directly to my shopping cart, the list goes on and on.”

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HighLevel: “Everything has been a problem for me so far. There are a huge number of glitches, and it feels like about half the features have bugs or other issues that get in the way. Support will open a ticket, but after that I never hear back.”

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Recommendations To Others Problems Solved & Benefits

SONAR LABS: “If you need knowledge from different directors across many areas, this solution can help you make better decisions.”

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monday CRM: “It helps me keep all projects organized simultaneously.”

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Pipedrive: “Very easy to use and as a web based platform it is very flexible. You can access this from your phone or laptop. It syncs up seamlessly and will update on your computer within seconds from changing on your phone”

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monday CRM: “It’s not only meeting our need for a CRM system; we also keep discovering other ways to use Monday.com. Because we can build it around what we need, we continue to find new uses for it as we go.”

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Salesforce Sales Cloud: “Nope”

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monday CRM: “Organization! Super helpful.”

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