# Best CRM Software for Small Business *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall CRM category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business CRM category. In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Small Business CRM Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## Top CRM Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,671 reviews) | AI-automated pipeline-to-close CRM workflows | "[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,274 reviews) | Pipeline visibility with automated sales sequencing | "[A CRM That Helps Me Focus on My Clients](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,047 reviews) | Visual sales pipeline with deal-stage automation | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 4 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,310 reviews) | Visual pipeline tracking with no-code automation | "[Easy to Use and Integrate, with Simple Performance Monitoring](https://www.g2.com/survey_responses/monday-crm-review-13132335)" | | 5 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,834 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)" | | 6 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,031 reviews) | High-velocity outbound sales with built-in dialer | "[Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement](https://www.g2.com/survey_responses/close-review-9339114)" | | 7 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (845 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Excellent CRM for Managing Business Leads Efficiently](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)" | | 8 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,189 reviews) | Behavior-triggered CRM with automation workflows | "[ActiveCampaign: Complete CRM, Powerful Automations, and an Intuitive Experience](https://www.g2.com/survey_responses/activecampaign-review-13079808)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (633 reviews) | Omnichannel CRM with white-label automation workflows | "[Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM](https://www.g2.com/survey_responses/highlevel-review-13050560)" | | 10 | [Attio](https://www.g2.com/products/attio/reviews) | 4.3/5.0 (553 reviews) | Flexible, AI-native pipeline and relationship CRM | "[Attio: The Best Single Source of Truth with Game-Changing AI Workflows](https://www.g2.com/survey_responses/attio-review-13087607)" | ## 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) ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,074 ### Category Stats (Jul 2026) - **Average Rating**: 4.38/5 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: July 21, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 121,500+ Authentic Reviews - 1,074+ 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. --- **Sponsored** ### Zoho CRM Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-21T20%3A21%3A46Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=576&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%2Fsmall-business%3Fpage%3D2&secure%5Btoken%5D=06ae826fd49f9dc5a46b549b71a7ed52a3dfe2e8d85ba994672969c7fbf5a760&secure%5Burl%5D=https%3A%2F%2Fwww.zoho.com%2Fcrm%2Fsignup.html%3Fplan%3Denterprise&secure%5Burl_type%5D=free_trial) --- ## CRM Software Features & Capabilities ### What are the Best CRM Software with Campaign Management? Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. **Top-rated CRM Software for Campaign Management:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Campaign Management](https://www.g2.com/categories/crm/f/campaign-management) ### What are the Best CRM Software with Social Collaboration Features? Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone **Top-rated CRM Software for Social Collaboration Features:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Collaboration Features](https://www.g2.com/categories/crm/f/social-collaboration-features) ### What are the Best CRM Software with Marketing ROI Analytics? Enables analysis of effectiveness of an organizations various marketing activities **Top-rated CRM Software for Marketing ROI Analytics:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Marketing ROI Analytics](https://www.g2.com/categories/crm/f/marketing-roi-analytics) ### What are the Best CRM Software with Document & Content Mgmt.? Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. **Top-rated CRM Software for Document & Content Mgmt.:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Document & Content Mgmt.](https://www.g2.com/categories/crm/f/document-content-mgmt) ### What are the Best CRM Software with Social Network Integration? Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. **Top-rated CRM Software for Social Network Integration:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Network Integration](https://www.g2.com/categories/crm/f/social-network-integration) ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,274 **How Do G2 Users Rate HubSpot Sales Hub?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind HubSpot Sales Hub?** - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** https://hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot (784,270 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small-Business, 35% Mid-Market #### What Are HubSpot Sales Hub's Pros and Cons? **Pros:** - Ease of Use (1216 reviews) - Features (702 reviews) - Helpful (672 reviews) - Lead Management (571 reviews) - Intuitive (538 reviews) **Cons:** - Missing Features (435 reviews) - Limited Features (409 reviews) - Learning Curve (384 reviews) - Expensive (318 reviews) - Limited Customization (288 reviews) ### What Do G2 Reviewers Say About HubSpot Sales Hub? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive interface** of HubSpot Sales Hub, simplifying their workflow with effective tools and integrations. - Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales processes significantly. - Users appreciate the **comprehensive visibility** of HubSpot Sales Hub, significantly enhancing their sales management and decision-making. - Users value the **centralized lead management** features of HubSpot Sales Hub, enhancing organization and efficiency in sales processes. - Users value the **intuitive interface** of HubSpot Sales Hub, allowing teams to easily navigate and enhance productivity. **Cons:** - Users find the **missing features** of HubSpot Sales Hub, like limited functionality and tagging issues, frustrating. - Users find the **limited features** of HubSpot Sales Hub restrict their experience, especially regarding the dashboard and mobile app. - Users face a **large learning curve** with HubSpot Sales Hub, finding integrations complicated and training necessary for clarity. - Users find the **cost increasingly burdensome** amidst ongoing technical issues and frustrating platform limitations. - Users find HubSpot Sales Hub has **limited customization** , causing frustration with bulk actions and workflow flexibility. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **"[A CRM That Helps Me Focus on My Clients](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897)"** **Rating:** 4.0/5.0 stars *— AMBER N.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897) --- **"[Excellent CRM for sales teams](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963)"** **Rating:** 5.0/5.0 stars *— Miguel P.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963) --- #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments - [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments - [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments ### 2. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,671 **How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 34% Enterprise #### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons? **Pros:** - Ease of Use (3657 reviews) - Features (3166 reviews) - Lead Management (2050 reviews) - Customization (1640 reviews) - Customizability (1619 reviews) **Cons:** - Learning Curve (1830 reviews) - Limitations (1411 reviews) - Missing Features (1147 reviews) - Limited Features (1126 reviews) - Expensive (1109 reviews) ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Agentforce Sales, appreciating seamless access to all customer information in one location. - Users value the **feature-rich platform** of Agentforce Sales, enhancing seller efficiency and customer engagement. - Users value the **powerful lead management** features of Agentforce Sales, enhancing customer experience and team collaboration. - Users value the **extensive customization options** of Agentforce Sales, tailoring it to fit unique business needs effortlessly. - Users value the **extensive customizability** of Agentforce Sales, allowing tailored solutions for unique business needs. **Cons:** - Users find the **learning curve steep** , as configuration is time-consuming and report creation can be confusing. - Users find **customization limitations** and complexity frustrating, especially for smaller teams with simpler needs. - Users find the **missing features** in Agentforce Sales hinder their ability to manage complex issues easily. - Users find the **limited features** of Agentforce Sales require time and expertise for effective customization and reporting. - Users find the **pricing model expensive** , which can be prohibitive for smaller companies and those with limited budgets. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)"** **Rating:** 4.5/5.0 stars *— DEVIL K.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068) --- **"[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)"** **Rating:** 4.0/5.0 stars *— Samiksha R.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### 3. [Pipedrive](https://www.g2.com/products/pipedrive/reviews) Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales. **Average Rating:** 4.3/5.0 **Total Reviews:** 3,047 **How Do G2 Users Rate Pipedrive?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Pipedrive?** - **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive) - **Company Website:** https://www.pipedrive.com - **Year Founded:** 2010 - **HQ Location:** New York - **Twitter:** @pipedrive (14,355 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1876917/ (1,051 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Sales Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 70% Small-Business, 23% Mid-Market #### What Are Pipedrive's Pros and Cons? **Pros:** - Ease of Use (574 reviews) - Intuitive (274 reviews) - Simple (243 reviews) - Helpful (231 reviews) - Integrations (210 reviews) **Cons:** - Missing Features (230 reviews) - Limited Features (151 reviews) - Learning Curve (118 reviews) - Integration Issues (108 reviews) - Expensive (102 reviews) ### What Do G2 Reviewers Say About Pipedrive? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Pipedrive, enjoying an intuitive interface and straightforward navigation. - Users appreciate the **intuitive interface** of Pipedrive, allowing easy customization and seamless interaction without a tech background. - Users appreciate the **ease of use** of Pipedrive, making daily operations and setup straightforward and user-friendly. - Users commend Pipedrive for its **helpful features** that enhance client management and organization, making tasks easier. - Users value the **seamless integrations** of Pipedrive, enhancing campaign attribution and boosting overall organizational efficiency. **Cons:** - Users find the **missing features** and high costs of add-ons limiting for solo practices and small businesses. - Users find **limited features** in Pipedrive, particularly in reporting and automation, hindering advanced functionality. - Users find the **steep learning curve** challenging, requiring more training and time to master Pipedrive's features. - Users face **integration issues** with Pipedrive, particularly with Google Calendar, complicating meeting details accessibility. - Users find the **subscription costs excessive** , making it challenging for smaller practices to justify the expense. #### What Are Recent G2 Reviews of Pipedrive? **"[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)"** **Rating:** 5.0/5.0 stars *— Mark (Max) D.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-13043351) --- **"[A great visual and customizable CRM with Room for Label Improvements](https://www.g2.com/survey_responses/pipedrive-review-13019176)"** **Rating:** 4.0/5.0 stars *— Pasi R.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-13019176) --- #### What Are G2 Users Discussing About Pipedrive? - [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments - [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments - [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/what-is-pipedrive-used-for) - 2 comments ### 4. [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) Bigin by Zoho CRM is a simplified, AI-ready customer relationship management (CRM) software designed specifically for small businesses, startups, and customer-facing teams. Trusted by 50,000+ businesses across 150+ countries, Bigin helps small businesses unify all customer-facing operations — marketing, sales, onboarding, delivery, and support and helps manage customer relationships effectively. **Average Rating:** 4.6/5.0 **Total Reviews:** 845 **How Do G2 Users Rate Bigin by Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Bigin by Zoho CRM?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 90% Small-Business, 9% Mid-Market #### What Are Bigin by Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (256 reviews) - Simple (125 reviews) - Intuitive (107 reviews) - Simplicity (103 reviews) - Features (87 reviews) **Cons:** - Missing Features (81 reviews) - Limited Features (75 reviews) - Integration Issues (63 reviews) - Limited Customization (63 reviews) - Limited Integrations (43 reviews) ### What Do G2 Reviewers Say About Bigin by Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Bigin by Zoho CRM, making it simple to implement and manage. - Users commend Bigin by Zoho CRM for its **simplicity and ease of use** , making it ideal for small businesses. - Users praise the **intuitive design** of Bigin by Zoho CRM, highlighting its simplicity and ease of navigation. - Users value the **simplicity** of Bigin by Zoho CRM, finding it easy to use and set up for small businesses. - Users value the **ease of use and excellent reporting** in Bigin by Zoho CRM, enhancing their management efficiency. **Cons:** - Users experience **missing features** in Bigin, such as limited automations and reporting capabilities compared to desktop. - Users note the **limited features** of Bigin by Zoho CRM, wishing for more integrations and advanced functionalities. - Users face **integration issues** with Bigin, particularly with field mapping and limited functionality when scaling up. - Users note that **customization is limited** in Bigin, lacking fields and advanced features found in full CRMs. - Users face **limited integrations** in Bigin by Zoho CRM, hindering connectivity with other essential applications. #### What Are Recent G2 Reviews of Bigin by Zoho CRM? **"[Excellent CRM for Managing Business Leads Efficiently](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)"** **Rating:** 5.0/5.0 stars *— Vasudev P.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366) --- **"[Simple and easy to use for our Franchising and consulting business](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501)"** **Rating:** 4.0/5.0 stars *— Juan Luis V.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501) --- #### What Are G2 Users Discussing About Bigin by Zoho CRM? - [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/discussions/what-is-the-difference-between-bigin-and-zoho-crm) - [Does Bigin integrate with Zoho CRM?](https://www.g2.com/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote - [What is Zoho Bigin?](https://www.g2.com/discussions/what-is-zoho-bigin) - 2 comments - [What is Bigin used for?](https://www.g2.com/discussions/what-is-bigin-used-for) - 1 comment ### 5. [monday CRM](https://www.g2.com/products/monday-crm/reviews) The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations **Average Rating:** 4.6/5.0 **Total Reviews:** 1,310 **How Do G2 Users Rate monday CRM?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind monday CRM?** - **Seller:** [monday.com](https://www.g2.com/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b) - **Company Website:** https://monday.com/ - **Year Founded:** 2012 - **HQ Location:** Tel Aviv - **Twitter:** @mondaydotcom (40,761 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/mondaydotcom (3,837 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 77% Small-Business, 20% Mid-Market #### What Are monday CRM's Pros and Cons? **Pros:** - Ease of Use (190 reviews) - Integrations (107 reviews) - Customizability (104 reviews) - Automation (103 reviews) - Intuitive (82 reviews) **Cons:** - Missing Features (78 reviews) - Learning Curve (76 reviews) - Limited Features (62 reviews) - Limited Customization (54 reviews) - Expensive (47 reviews) ### What Do G2 Reviewers Say About monday CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of monday CRM, finding it user-friendly and feature-rich for their needs. - Users value the **efficient integrations** of monday CRM, enhancing productivity with seamless tool connectivity and ease of use. - Users appreciate the **incredible customizability** of monday CRM, allowing bespoke systems tailored to business needs. - Users love the **automation features** of monday CRM, enhancing workflow efficiency and reducing manual tasks significantly. - Users value the **intuitive design** of monday CRM, making it easy to implement and navigate effortlessly. **Cons:** - Users find the **missing features** in monday CRM limit functionality, impacting data management and workflow effectiveness. - Users find the **learning curve steep** for new teammates, making integration and usability challenging initially. - Users find the **limited features** of monday CRM insufficient compared to dedicated CRM tools, impacting their overall effectiveness. - Users find the **limited customization** options of Monday CRM can complicate workflows and extend setup times. - Users find monday CRM to be **expensive** , especially when adding third-party features that increase costs and complexity. #### What Are Recent G2 Reviews of monday CRM? **"[Easy to Use and Integrate, with Simple Performance Monitoring](https://www.g2.com/survey_responses/monday-crm-review-13132335)"** **Rating:** 5.0/5.0 stars *— Tara B.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-13132335) --- **"[Flexible Boards + GraphQL API: Turned monday into a Powerful Data Source](https://www.g2.com/survey_responses/monday-crm-review-13112363)"** **Rating:** 4.0/5.0 stars *— Eduard V.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-13112363) --- #### What Are G2 Users Discussing About monday CRM? - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment ### 6. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools. **Average Rating:** 4.4/5.0 **Total Reviews:** 14,189 **How Do G2 Users Rate ActiveCampaign?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) **Who Is the Company Behind ActiveCampaign?** - **Seller:** [ActiveCampaign](https://www.g2.com/sellers/activecampaign) - **Company Website:** https://www.activecampaign.com - **Year Founded:** 2003 - **HQ Location:** Chicago, IL - **Twitter:** @ActiveCampaign (13,203 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/221390/ (848 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 92% Small-Business, 7% Mid-Market #### What Are ActiveCampaign's Pros and Cons? **Pros:** - Ease of Use (848 reviews) - Automation (787 reviews) - Automation Features (654 reviews) - Automations (621 reviews) - Features (574 reviews) **Cons:** - Learning Curve (419 reviews) - Expensive (403 reviews) - Missing Features (388 reviews) - Limited Features (294 reviews) - Not Intuitive (280 reviews) ### What Do G2 Reviewers Say About ActiveCampaign? *AI-generated summary from verified user reviews* **Pros:** - Users find ActiveCampaign's interface **easy to use** , enhancing communication and engagement with its versatile features. - Users value the **powerful automation features** of ActiveCampaign, enhancing engagement and streamlining marketing efforts effectively. - Users appreciate the **automation features** of ActiveCampaign, which streamline marketing activities and enhance customer engagement. - Users love the **powerful automation capabilities** of ActiveCampaign, enhancing customer engagement effortlessly and efficiently. - Users appreciate the **user-friendly automation and integration features** of ActiveCampaign, enhancing customer engagement and targeting. **Cons:** - Users face a **learning curve** with ActiveCampaign, needing extra support to master its powerful features efficiently. - Users find ActiveCampaign **expensive** , especially for startups, making it challenging for some customers to justify the cost. - Users find the **missing features** in ActiveCampaign limit their automation testing and client information collection capabilities. - Users find the **limited features** of ActiveCampaign frustrating, desiring more customization and easier access to key metrics. - Users find the ActiveCampaign platform **not intuitive** , making learning and setup time-consuming and challenging to navigate. #### What Are Recent G2 Reviews of ActiveCampaign? **"[Efficient Automation with Solid Support](https://www.g2.com/survey_responses/activecampaign-review-11726223)"** **Rating:** 5.0/5.0 stars *— CHRISTIAN ADOLFO M.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-11726223) --- **"[ActiveCampaign: Complete CRM, Powerful Automations, and an Intuitive Experience](https://www.g2.com/survey_responses/activecampaign-review-13079808)"** **Rating:** 5.0/5.0 stars *— Andrea B.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-13079808) --- #### What Are G2 Users Discussing About ActiveCampaign? - [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment - [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment - [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment - [Does ActiveCampaign have a CRM?](https://www.g2.com/discussions/does-activecampaign-have-a-crm) - 7 comments - [What is ActiveCampaign used for?](https://www.g2.com/discussions/what-is-activecampaign-used-for) - 20 comments ### 7. [Close](https://www.g2.com/products/close/reviews) Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity. **Average Rating:** 4.7/5.0 **Total Reviews:** 2,031 **How Do G2 Users Rate Close?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Close?** - **Seller:** [Close](https://www.g2.com/sellers/close) - **Company Website:** https://close.com - **Year Founded:** 2013 - **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States - **Twitter:** @Close (6,592 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2597204/ (213 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 76% Small-Business, 20% Mid-Market #### What Are Close's Pros and Cons? **Pros:** - Ease of Use (819 reviews) - Helpful (441 reviews) - Features (394 reviews) - Simple (387 reviews) - Intuitive (358 reviews) **Cons:** - Missing Features (244 reviews) - Call Issues (181 reviews) - Limited Features (130 reviews) - Limited Customization (95 reviews) - Learning Curve (92 reviews) ### What Do G2 Reviewers Say About Close? *AI-generated summary from verified user reviews* **Pros:** - Users find Close to be **very user-friendly** , with seamless integrations that streamline processes and enhance productivity. - Users appreciate the **user-friendly interface** of Close, enabling smooth workflows for both inside and outside sales teams. - Users praise the **comprehensive communication features** of Close, enhancing efficiency in managing client interactions effortlessly. - Users praise the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient. - Users love the **intuitive dashboard design** of Close, appreciating its streamlined features and user-friendly experience. **Cons:** - Users find that **missing features** on the mobile app limit functionality compared to the desktop version. - Users often face **call issues** like disconnects from devices, affecting their overall experience with Close. - Users find the **limited features** of Close frustrating, especially for B2C needs and when needing more operational options. - Users find the **limited customization** options frustrating, hindering advanced reporting and personalized dashboard creation. - Users find the **learning curve challenging** due to merging complexities and limited customization options in Close. #### What Are Recent G2 Reviews of Close? **"[Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement](https://www.g2.com/survey_responses/close-review-9339114)"** **Rating:** 4.5/5.0 stars *— Gaël L.* [Read full review](https://www.g2.com/survey_responses/close-review-9339114) --- **"[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)"** **Rating:** 5.0/5.0 stars *— Tristan W.* [Read full review](https://www.g2.com/survey_responses/close-review-9087574) --- #### What Are G2 Users Discussing About Close? - [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments - [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment ### 8. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,834 **How Do G2 Users Rate Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Zoho CRM?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 62% Small-Business, 33% Mid-Market #### What Are Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (271 reviews) - Features (172 reviews) - Integrations (140 reviews) - Lead Management (116 reviews) - Easy Integrations (115 reviews) **Cons:** - Learning Curve (112 reviews) - Limited Features (71 reviews) - Integration Issues (70 reviews) - Complexity (68 reviews) - Poor Customer Support (67 reviews) ### What Do G2 Reviewers Say About Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive. - Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience. - Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly. - Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications. - Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools. **Cons:** - Users find the **learning curve challenging** , especially with advanced features that require time to master. - Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems. - Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality. - Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems. - Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries. #### What Are Recent G2 Reviews of Zoho CRM? **"[Zoho is the read deal](https://www.g2.com/survey_responses/zoho-crm-review-13048075)"** **Rating:** 5.0/5.0 stars *— Joan Pablo F.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048075) --- **"[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)"** **Rating:** 5.0/5.0 stars *— Rohit B.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297) --- #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote ### 9. [Attio](https://www.g2.com/products/attio/reviews) Attio is the AI CRM for the next era of companies. Built to adapt to any business, Attio gives companies the power to understand every customer, automate at scale, and create go-to-market systems exactly as they need. Thousands of companies, including category-defining AI leaders and startups, use Attio to power their go-to-market. ------------------------ Key features: - AI for how you already work. Ask Attio to find, update, or create in plain English. - Connect your agents to your CRM. Attio's MCP server plugs into any AI tool so your agents can read, write, and act on live customer context. - A CRM that fits your business. Model any GTM motion with our flexible data model, custom objects, and relationships tailored for your team. - Automate the work behind the deal. Powerful workflows route leads, manage deals, and keep your pipeline moving. - Stop chasing stale data. Attio enriches contact and company records automatically, so your team never wastes time on dead emails, outdated titles, or missing context. - Real-time performance. Live dashboards and advanced reporting give revenue teams instant visibility into pipeline, activity, and trends. - Keep the conversation going. Record meetings, generate AI summaries, and sync key insights directly to your CRM. - Connect the tools your team loves. Attio stays in sync across your entire stack with a growing library of integrations and a Developer Platform to create your own. Getting started with Attio is fast. Set up your CRM in minutes by syncing your email and calendar to build a complete system without manual data entry. ------------------------ Join the thousands of companies already using Attio to power their growth. See what Attio can do for you at attio.com **Average Rating:** 4.3/5.0 **Total Reviews:** 553 **How Do G2 Users Rate Attio?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Attio?** - **Seller:** [Attio](https://www.g2.com/sellers/attio) - **Company Website:** https://attio.com/ - **Year Founded:** 2019 - **HQ Location:** London, GB - **Twitter:** @attio (12,873 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/attio/ (174 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 80% Small-Business, 15% Mid-Market #### What Are Attio's Pros and Cons? **Pros:** - Ease of Use (75 reviews) - Easy Setup (43 reviews) - Easy Customization (41 reviews) - Integration (25 reviews) - Feature Richness (23 reviews) **Cons:** - Integration Issues (25 reviews) - Missing Features (23 reviews) - Learning Curve (21 reviews) - Feature Issues (19 reviews) - Incomplete Information (13 reviews) ### What Do G2 Reviewers Say About Attio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Attio, enjoying a smooth setup and intuitive customization for their needs. - Users appreciate the **easy setup** of Attio, enabling quick productivity without a steep learning curve. - Users appreciate the **fantastic customizability** of Attio, allowing tailored solutions that enhance lead tracking and management. - Users value the **seamless integration** capabilities of Attio, enhancing productivity and simplifying workflows across teams. - Users value the **feature richness** of Attio, especially for its intuitive tools and excellent customer support. **Cons:** - Users express frustration with **integration issues** , highlighting the need for more native tool connections and functional enrichment features. - Users express concern over **missing features** in Attio, hoping for key improvements and better automation for duplicates. - Users experience a **steeper learning curve** at first, feeling overwhelmed by the setup and flexibility of Attio. - Users struggle with **feature issues** in Attio, especially regarding email sharing and limited reporting capabilities. - Users find the **incomplete information** in Attio limits accurate data enrichment and reporting capabilities. #### What Are Recent G2 Reviews of Attio? **"[Attio’s Flexible Data Model and Fast UI Make CRM Work Feel Effortless](https://www.g2.com/survey_responses/attio-review-13106492)"** **Rating:** 5.0/5.0 stars *— Nick J.* [Read full review](https://www.g2.com/survey_responses/attio-review-13106492) --- **"[Attio: The Best Single Source of Truth with Game-Changing AI Workflows](https://www.g2.com/survey_responses/attio-review-13087607)"** **Rating:** 5.0/5.0 stars *— Matt W.* [Read full review](https://www.g2.com/survey_responses/attio-review-13087607) --- ### 10. [HighLevel](https://www.g2.com/products/highlevel/reviews) HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide. Functionality includes CRM, Email, 2-way SMS, Consolidated SMS/Messenger/Instagram DM/Whatsapp/GMB Chat, Outbound Calling, Call Tracking, Call Recording, Power Dialer, Form Builder, Survey Builder, Funnel Builder, Website Builder, Online Scheduling, Workflow Automation, Social Media Scheduling, Proposals, Estimates, Invoicing, Reporting, Webhooks, and more! Flat pricing, unlimited sub-accounts for agencies managing clients that can be cloned to speed up setups, and even white-label! Start with a 14 day free trial! **Average Rating:** 4.6/5.0 **Total Reviews:** 633 **How Do G2 Users Rate HighLevel?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind HighLevel?** - **Seller:** [HighLevel](https://www.g2.com/sellers/highlevel) - **Company Website:** https://gohighlevel.com - **Year Founded:** 2018 - **HQ Location:** Dallas, Texas - **Twitter:** @gohighlevel (8,862 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/highlevel/ (2,407 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Consulting - **Company Size:** 64% Small-Business, 3% Mid-Market #### What Are HighLevel's Pros and Cons? **Pros:** - Features (155 reviews) - Helpful (138 reviews) - Customer Support (135 reviews) - Feature Richness (125 reviews) - Automation (122 reviews) **Cons:** - Learning Curve (140 reviews) - Missing Features (91 reviews) - Steep Learning Curve (89 reviews) - Not Intuitive (56 reviews) - Poor Customer Support (52 reviews) ### What Do G2 Reviewers Say About HighLevel? *AI-generated summary from verified user reviews* **Pros:** - Users love the **flexibility and affordability** of HighLevel, praising its comprehensive features and seamless integrations. - Users appreciate the **efficiency and customer service** of HighLevel, enjoying comprehensive options without extra costs. - Users appreciate the **excellent customer support** of HighLevel, which enhances overall satisfaction and functionality. - Users value the **extensive features** of HighLevel, applauding the innovative tools that enhance their marketing capabilities. - Users value the **intuitive automation** capabilities of HighLevel, enhancing functionality and streamlining client management effortlessly. **Cons:** - Users find the **learning curve challenging** , as the complexity and constant updates can be overwhelming. - Users desire **more features** in HighLevel, particularly for email marketing and live streaming integrations. - Users find a **steep learning curve** with HighLevel, which can be challenging for those unprepared for extensive training. - Users find HighLevel to be **not intuitive** , facing confusion due to its complexity and extensive information. - Users express frustration over **poor customer support** , often receiving unhelpful, vague responses to their inquiries. #### What Are Recent G2 Reviews of HighLevel? **"[Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM](https://www.g2.com/survey_responses/highlevel-review-13050560)"** **Rating:** 5.0/5.0 stars *— Marque C.* [Read full review](https://www.g2.com/survey_responses/highlevel-review-13050560) --- **"[Outstanding C ***** 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email](https://www.g2.com/survey_responses/highlevel-review-12853292)"** **Rating:** 5.0/5.0 stars *— Joe G.* [Read full review](https://www.g2.com/survey_responses/highlevel-review-12853292) --- #### What Are G2 Users Discussing About HighLevel? - [How are other agencies working around HighLevel’s limits for bigger or more custom clients?](https://www.g2.com/discussions/how-are-other-agencies-working-around-highlevel-s-limits-for-bigger-or-more-custom-clients) - 3 comments, 1 upvote - [Has pricing and “hidden” add‑ons changed how you package HighLevel to your own clients?](https://www.g2.com/discussions/has-pricing-and-hidden-add-ons-changed-how-you-package-highlevel-to-your-own-clients) - 1 comment - [What tips do you have for keeping email and SMS healthy when the tech side feels fragile?](https://www.g2.com/discussions/what-tips-do-you-have-for-keeping-email-and-sms-healthy-when-the-tech-side-feels-fragile) - 1 comment, 1 upvote - [How are you handling HighLevel’s steep learning curve without losing days of billable time?](https://www.g2.com/discussions/how-are-you-handling-highlevel-s-steep-learning-curve-without-losing-days-of-billable-time) - 1 comment - [Unstable workflows and random glitches slow down client work and force me to recheck everything](https://www.g2.com/discussions/unstable-workflows-and-random-glitches-slow-down-client-work-and-force-me-to-recheck-everything) - 1 comment, 1 upvote ### 11. [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) Trusted by over 500,000 businesses worldwide, Brevo (formerly Sendinblue) is the affordable, all-in-one marketing and CRM stack that helps growing businesses scale faster. It's easy to use and suitable for companies of all sizes. Build lasting customer relationships with Brevo's flexible toolkit. Products range from marketing to sales, chat, and transactional emails. Choose what you need — and only pay for what you use. Here are just some of the things you can do with Brevo: - Run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads - Trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs - Automate marketing activities to deliver the right message at the right time, and efficiently manage your audience - Reduce the number of marketing and sales apps — and get a full view of customer interactions with tools that talk to each other - Engage customers in real-time and reply to FAQs 24/7 with live chat and chatbot - Track leads, automate tasks, and schedule meetings with the Brevo Sales Platform - Connect your e-commerce store to track web sales and use the Retention analysis to improve your marketing strategy. - Talk to customers anytime, anywhere with Brevo’s cloud-based phone system Learn more and start for free at https://www.brevo.com/products/marketing-platform/ Get a custom quote: https://www.brevo.com/plus/contact/ **Average Rating:** 4.5/5.0 **Total Reviews:** 2,467 **How Do G2 Users Rate Brevo Marketing Platform?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Brevo Marketing Platform?** - **Seller:** [Brevo](https://www.g2.com/sellers/brevo) - **Company Website:** https://www.brevo.com/ - **Year Founded:** 2012 - **HQ Location:** Paris - **Twitter:** @brevo_official (16,032 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/brevo/ (898 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 84% Small-Business, 13% Mid-Market #### What Are Brevo Marketing Platform's Pros and Cons? **Pros:** - Ease of Use (314 reviews) - Features (190 reviews) - Email Marketing (171 reviews) - Easy Setup (168 reviews) - Simple (158 reviews) **Cons:** - Missing Features (107 reviews) - Limited Features (80 reviews) - Limited Customization (71 reviews) - Learning Curve (67 reviews) - Expensive (55 reviews) ### What Do G2 Reviewers Say About Brevo Marketing Platform? *AI-generated summary from verified user reviews* **Pros:** - Users find Brevo Marketing Platform's **ease of use** beneficial, praising its clean design and user-friendly interface. - Users value the **easy scheduling and automation features** of Brevo, enhancing their email marketing efficiency significantly. - Users appreciate the **convenient and efficient email marketing** features of Brevo, making automation and scheduling a breeze. - Users find the **easy setup** of Brevo Marketing Platform essential for managing effective email campaigns effortlessly. - Users appreciate the **simplicity** of Brevo, noting its ease in creating effective marketing campaigns without complexity. **Cons:** - Users find **missing features** in Brevo, particularly with limited template flexibility and insufficient automation options. - Users note the **limited features** in Brevo, particularly in template customization and workflow automation capabilities. - Users find the **limited customization** of Brevo's templates restricts their ability to execute complex marketing tasks effectively. - Users find the **learning curve steep** , as understanding advanced features and back-end processes can be complicated. - Users find Brevo Marketing Platform to be **expensive** , especially with escalating costs for SMS and complex pricing tiers. #### What Are Recent G2 Reviews of Brevo Marketing Platform? **"[Reliable Email Marketing with Brevo: Fast Delivery, Easy UI, and Helpful Support](https://www.g2.com/survey_responses/brevo-marketing-platform-review-13116928)"** **Rating:** 5.0/5.0 stars *— Rahul B.* [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-13116928) --- **"[Indispensable and very practical for organizing registrations, payments, and tracking students.](https://www.g2.com/survey_responses/brevo-marketing-platform-review-13126408)"** **Rating:** 4.0/5.0 stars *— Dominique d.* [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-13126408) --- #### What Are G2 Users Discussing About Brevo Marketing Platform? - [What is Sendinblue used for?](https://www.g2.com/discussions/brevo-marketing-platform-what-is-sendinblue-used-for) - 1 comment, 1 upvote - [Is Sendinblue free?](https://www.g2.com/discussions/is-sendinblue-free) - 6 comments - [What is Sendinblue email?](https://www.g2.com/discussions/what-is-sendinblue-email) - 1 comment - [What is Sendinblue?](https://www.g2.com/discussions/what-is-sendinblue) - 1 comment ### 12. [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. **Average Rating:** 4.7/5.0 **Total Reviews:** 500 **How Do G2 Users Rate Capsule CRM?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Capsule CRM?** - **Seller:** [Capsule](https://www.g2.com/sellers/capsule-e141d0ba-26b3-4a7a-ae6c-2531a3dc3de4) - **Company Website:** https://capsulecrm.com/ - **Year Founded:** 2007 - **HQ Location:** Manchester, GB - **Twitter:** @CapsuleCRM (5,249 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/200221/ (54 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Director, Owner - **Top Industries:** Consulting, Marketing and Advertising - **Company Size:** 92% Small-Business, 7% Mid-Market #### What Are Capsule CRM's Pros and Cons? **Pros:** - Ease of Use (94 reviews) - Customer Support (47 reviews) - User-Friendly (39 reviews) - Simplicity (35 reviews) - Task Management (32 reviews) **Cons:** - Missing Features (20 reviews) - Limited Customization (15 reviews) - Integration Issues (12 reviews) - Incomplete Information (9 reviews) - Learning Curve (8 reviews) ### What Do G2 Reviewers Say About Capsule CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Capsule CRM to be **very easy to use** , making it ideal for beginners and small businesses. - Users commend the **responsive customer support** of Capsule CRM, appreciating quick resolutions and helpful interactions. - Users find Capsule CRM to be **exceptionally user-friendly** , simplifying daily tasks and enhancing team collaboration effectively. - Users appreciate the **simplicity** of Capsule CRM, enabling quick setup and effortless navigation for enhanced productivity. - Users find Capsule CRM's **task management features** invaluable for organizing workflows and enhancing productivity. **Cons:** - Users find the **missing features** like workflows and archiving limit Capsule CRM's effectiveness and usability. - Users find the **limited customization** in Capsule CRM restricts their ability to adapt the platform to their needs. - Users express concerns about **integration issues** with Capsule CRM, particularly with Microsoft Teams and marketing tools. - Users find the **incomplete information** limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM. - Users find the **learning curve challenging** , particularly for managing contacts and setting up custom fields effectively. #### What Are Recent G2 Reviews of Capsule CRM? **"[Capsule CRM: Flexible, Customizable and Ideal for Multi-Company Workflows](https://www.g2.com/survey_responses/capsule-crm-review-13051231)"** **Rating:** 5.0/5.0 stars *— Lincoln R.* [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13051231) --- **"[Easy-to-Use CRM That Saves Time with Helpful AI and Excellent Support](https://www.g2.com/survey_responses/capsule-crm-review-13084659)"** **Rating:** 5.0/5.0 stars *— Lucy M.* [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13084659) --- #### What Are G2 Users Discussing About Capsule CRM? - [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment - [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment - [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment - [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) - 1 comment - [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) - 1 comment ### 13. [EngageBay](https://www.g2.com/products/engagebay/reviews) EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle. **Average Rating:** 4.6/5.0 **Total Reviews:** 681 **How Do G2 Users Rate EngageBay?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind EngageBay?** - **Seller:** [EngageBay Inc](https://www.g2.com/sellers/engagebay-inc) - **Company Website:** https://www.engagebay.com/ - **Year Founded:** 2018 - **HQ Location:** Wilmington, Delaware - **Twitter:** @engagebay (16,866 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/13655085/ (53 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Marketing Manager, Business Development Manager - **Top Industries:** Information Technology and Services, Staffing and Recruiting - **Company Size:** 69% Small-Business, 32% Mid-Market #### What Are EngageBay's Pros and Cons? **Pros:** - Ease of Use (244 reviews) - Automation (170 reviews) - Customer Support (167 reviews) - Features (167 reviews) - Automations (141 reviews) **Cons:** - Missing Features (108 reviews) - Limited Features (85 reviews) - Reporting Issues (74 reviews) - Limited Customization (69 reviews) - Poor Reporting (64 reviews) ### What Do G2 Reviewers Say About EngageBay? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of EngageBay, seamlessly managing CRM, email marketing, and automation in one dashboard. - Users value the **time-saving automation** of EngageBay, enhancing organization and streamlining daily operations effectively. - Users praise the **exceptional customer support** at EngageBay, noting quick responses and helpful assistance from the support staff. - Users value the **seamless integration** of CRM, email, and automation in EngageBay, enhancing workflow efficiency and reducing tool switching. - Users praise EngageBay for its **streamlined automation** , enhancing efficiency by integrating CRM, email, and support in one platform. **Cons:** - Users find the **missing features** hinder usability, especially for data analysis and email management functionality. - Users experience **limited features** , feeling restricted by the lack of advanced functionalities and usability in EngageBay. - Users find the **reporting features limited** , lacking the depth and detail needed for more specific needs. - Users find the **limited customization** options frustrating, particularly with landing pages and workflows, impacting their overall experience. - Users find the **reporting flexibility** lacking in EngageBay, hindering deeper analytics and advanced customer journey insights. #### What Are Recent G2 Reviews of EngageBay? **"[EngageBay Streamlined Our Sales Pipeline with Smart Lead Scoring and Automation](https://www.g2.com/survey_responses/engagebay-review-13131415)"** **Rating:** 4.5/5.0 stars *— Omega W.* [Read full review](https://www.g2.com/survey_responses/engagebay-review-13131415) --- **"[EngageBay’s 360-Degree Contact View and Workflow Automation Keep Me Organized](https://www.g2.com/survey_responses/engagebay-review-13128707)"** **Rating:** 4.5/5.0 stars *— Seth W.* [Read full review](https://www.g2.com/survey_responses/engagebay-review-13128707) --- #### What Are G2 Users Discussing About EngageBay? - [What is EngageBay All-in-One Suite used for?](https://www.g2.com/discussions/what-is-engagebay-all-in-one-suite-used-for) ### 14. [Oracle Sales Cloud](https://www.g2.com/products/oracle-sales-cloud/reviews) Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance. The key elements of Oracle Sales Cloud's SFA solution are vast. They include: • Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools • A comprehensive partner relationship management offering to manage channel sales and partner management • Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation • Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence • A customer data management system to ensure clean, consolidated and complete customer information. With rich functional capabilities and a comprehensive feature set, Oracles Sales Cloud provides a more modern approach to sales execution. **Average Rating:** 3.9/5.0 **Total Reviews:** 141 **How Do G2 Users Rate Oracle Sales Cloud?** - **Has the product been a good partner in doing business?:** 7.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Oracle Sales Cloud?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 48% Enterprise, 39% Mid-Market #### What Are Oracle Sales Cloud's Pros and Cons? **Pros:** - Integration (4 reviews) - Feature Richness (3 reviews) - User-Friendly (3 reviews) - Customer Support (2 reviews) - Ease of Use (2 reviews) **Cons:** - Learning Curve (5 reviews) - High Complexity (3 reviews) - Not User-Friendly (2 reviews) - Slow Performance (2 reviews) - Bugs (1 reviews) ### What Do G2 Reviewers Say About Oracle Sales Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users value the **seamless integration** of Oracle Sales Cloud with other systems, enhancing data consistency and operational efficiency. - Users commend the **feature richness** of Oracle Sales Cloud, enhancing their CRM experience with flexible tools and integrations. - Users appreciate the **user-friendly interface** of Oracle Sales Cloud, enhancing their experience with seamless functionality and mobile access. - Users appreciate the **responsive customer support** of Oracle Sales Cloud, ensuring smooth operations and effective assistance. - Users find Oracle Sales Cloud to be **very easy to use** , appreciating its simple interface and mobile accessibility. **Cons:** - Users find a **steep learning curve** with Oracle Sales Cloud, making initial navigation and adoption challenging. - Users find the **high complexity** of Oracle Sales Cloud challenging, especially during initial implementation and for new users. - Users find the **interface not user-friendly** , experiencing complexity and a steep learning curve, affecting overall adoption. - Users often experience **slow performance** with Oracle Sales Cloud, particularly when handling large datasets or running complex reports. - Users experience **limited data availability** and unpredictable behavior while uploading JPEG files in Oracle Sales Cloud. #### What Are Recent G2 Reviews of Oracle Sales Cloud? **"[Streamlines Customer Management and Helps Spot Potential Customers](https://www.g2.com/survey_responses/oracle-sales-cloud-review-13120235)"** **Rating:** 5.0/5.0 stars *— LaTonya M.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-13120235) --- **"[Centralized Sales Visibility and Automation with Strong Analytics in Oracle Sales Cloud](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276)"** **Rating:** 4.5/5.0 stars *— Natalie H.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276) --- #### What Are G2 Users Discussing About Oracle Sales Cloud? - [Is Salesforce an Oracle product?](https://www.g2.com/discussions/is-salesforce-an-oracle-product) - 2 comments - [Is Oracle CRM cloud based?](https://www.g2.com/discussions/is-oracle-crm-cloud-based) - [What is Oracle Sales Cloud?](https://www.g2.com/discussions/what-is-oracle-sales-cloud) - 1 comment - [What is Oracle engagement cloud?](https://www.g2.com/discussions/what-is-oracle-engagement-cloud) - 1 comment ### 15. [Nutshell](https://www.g2.com/products/nutshell/reviews) Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,420 **How Do G2 Users Rate Nutshell?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Nutshell?** - **Seller:** [Nutshell](https://www.g2.com/sellers/nutshell) - **Company Website:** https://www.nutshell.com - **Year Founded:** 2009 - **HQ Location:** Ann Arbor, Michigan - **Twitter:** @nutshell (2,794 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/webfxinc/ (1,238 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 73% Small-Business, 18% Mid-Market #### What Are Nutshell's Pros and Cons? **Pros:** - Ease of Use (379 reviews) - Helpful (207 reviews) - Customer Support (178 reviews) - Features (177 reviews) - Intuitive (163 reviews) **Cons:** - Missing Features (172 reviews) - Limited Features (117 reviews) - Limited Customization (83 reviews) - Learning Curve (79 reviews) - Email Management (73 reviews) ### What Do G2 Reviewers Say About Nutshell? *AI-generated summary from verified user reviews* **Pros:** - Users find Nutshell to be **super easy to use** , significantly enhancing their organization and lead management. - Users value the **ease of organization** that Nutshell provides, enhancing efficiency throughout the admissions process. - Users value the **excellent customer support** from Nutshell, appreciating responsive assistance and comprehensive educational resources. - Users love the **user-friendly email marketing tools** in Nutshell, appreciating their effectiveness and seamless integration with other tools. - Users find Nutshell **intuitive and easy to use** , enhancing collaboration and providing a great user experience. **Cons:** - Users find Nutshell lacks essential **configuration and reporting features** , leading to inefficiencies and lost information during data entry. - Users note the **limited features** in Nutshell, particularly desiring more customization and advanced automation options. - Users notice **limited customization** options in Nutshell, impacting usability and personalization for mobile and email features. - Users find the **learning curve challenging** due to frequent changes and a complicated layout affecting workflow. - Users find the lack of **customization options and junk email filtering** in Nutshell's email management frustrating. #### What Are Recent G2 Reviews of Nutshell? **"[Reliable, User-Friendly CRM with Strong Automation and Support](https://www.g2.com/survey_responses/nutshell-review-12833911)"** **Rating:** 4.5/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-12833911) --- **"[Managing projects and client relationships feels much more organized](https://www.g2.com/survey_responses/nutshell-review-13074453)"** **Rating:** 5.0/5.0 stars *— Omar S.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-13074453) --- ### 16. [Instantly](https://www.g2.com/products/instantly/reviews) Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email. **Average Rating:** 4.8/5.0 **Total Reviews:** 4,121 **How Do G2 Users Rate Instantly?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Instantly?** - **Seller:** [Instantly](https://www.g2.com/sellers/instantly) - **Company Website:** https://instantly.ai - **Year Founded:** 2001 - **HQ Location:** Sheridan, US - **LinkedIn® Page:** https://www.linkedin.com/company/instantlyapp/ (275 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Founder, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 93% Small-Business, 5% Mid-Market #### What Are Instantly's Pros and Cons? **Pros:** - Ease of Use (418 reviews) - Helpful (301 reviews) - Customer Support (291 reviews) - Time-saving (279 reviews) - Easy Setup (265 reviews) **Cons:** - Expensive (134 reviews) - Missing Features (108 reviews) - Email Management (84 reviews) - Email Issues (76 reviews) - Learning Curve (69 reviews) ### What Do G2 Reviewers Say About Instantly? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Instantly, with simple setup and excellent support enhancing their experience. - Users value the **easy scalability and personalized outreach** that Instantly provides, simplifying campaign management and optimization. - Users commend **responsive customer support** from Instantly that simplifies setup and provides quick solutions for a seamless experience. - Users appreciate the **time-saving capabilities** of Instantly, allowing for effortless task management and efficient email campaigns. - Users praise the **Easy Setup** of Instantly, highlighting its straightforward mailbox configuration that streamlines email marketing tasks. **Cons:** - Users find the pricing structure to be **expensive** , especially with essential features locked behind higher-tier plans. - Users note the lack of **HR-specific features** , making candidate management and reporting cumbersome without additional tools. - Users report issues with **email management** , including campaign failures, bounced emails, and missing attachments causing frustration. - Users face **email issues** like campaign failures, integration challenges, and frustrating management of inbox features in Instantly. - Users face a challenging **learning curve** with Instantly, complicating campaign setup and navigation compared to other services. #### What Are Recent G2 Reviews of Instantly? **"[Perfect Balance: Easy Beginner-Friendly Setup, and Warmup That Allows Campaigns To Go Live Fast](https://www.g2.com/survey_responses/instantly-review-12964227)"** **Rating:** 5.0/5.0 stars *— Rahul K.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12964227) --- **"[Instantly showed me that cold email is not just about writing better emails](https://www.g2.com/survey_responses/instantly-review-13109041)"** **Rating:** 5.0/5.0 stars *— Miguel F.* [Read full review](https://www.g2.com/survey_responses/instantly-review-13109041) --- #### What Are G2 Users Discussing About Instantly? - [What is Instantly used for?](https://www.g2.com/discussions/what-is-instantly-used-for) - 9 comments, 2 upvotes ### 17. [LocaliQ](https://www.g2.com/products/localiq/reviews) LocaliQ is how businesses attract and retain ideal customers. The marketing platform helps businesses grow faster with a suite of AI lead management and digital agents, marketing automation, omnichannel campaign management, advanced reporting, and expert-led services. The technology allows customers to optimize ad spend in real-time across multiple channels, saving time and ensuring real results. Dash is LocaliQ’s AI-powered lead management SaaS solution designed to help businesses convert more leads into customers, faster and more efficiently. With automated lead scoring, follow-ups, and reporting, plus advanced AI agents and an included SMS conversational tool, Dash streamlines workflows, eliminates manual tasks, and helps to boost revenue for businesses of all sizes. Integrated with LocaliQ’s AI marketing platform, Dash enables businesses to enhance customer experiences, automate workflows, and save time to focus on growing their business. LocaliQ's products and services include: -AI Agents (Voice, SMS, and live chat) -Marketing Automation -Lead Management Software -Lead Scoring -Live Chat -SMS Marketing -Social Media Marketing -Cross-Channel Advertising -Paid Search Advertising -Marketing Analytics -Social Media Advertising -Display Advertising -Video Advertising -Targeted Email Marketing -Multi-Listings Management -SEO Tools -Websites & Landing Pages -Custom Promotions Gannett is now USA TODAY Co. In order to align all digital marketing solutions under a single brand identity, the ReachLocal, WordStream, and ThriveHive brands were consolidated under the LocaliQ name. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,048 **How Do G2 Users Rate LocaliQ?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind LocaliQ?** - **Seller:** [USA TODAY Co.](https://www.g2.com/sellers/usa-today-co) - **Company Website:** https://www.gannett.com/ - **Year Founded:** 1906 - **HQ Location:** Gannett Co., Inc. 1675 Broadway, 23rd Floor New York, NY 10019 - **LinkedIn® Page:** https://www.linkedin.com/company/gannett/ (5,795 employees on LinkedIn®) - **Ownership:** NYSE: GCI **Who Uses This Product?** - **Who Uses This:** Owner, Marketing Manager - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 71% Small-Business, 25% Mid-Market #### What Are LocaliQ's Pros and Cons? **Pros:** - Customer Support (27 reviews) - Helpful (27 reviews) - Team Helpfulness (18 reviews) - Business Growth (16 reviews) - Ease of Use (15 reviews) **Cons:** - Expensive (7 reviews) - High Costs (6 reviews) - Limited Features (6 reviews) - Poor Customer Support (6 reviews) - Sales (6 reviews) ### What Do G2 Reviewers Say About LocaliQ? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **dedicated customer support** from LocaliQ, enhancing their experience with personalized assistance and effective campaigns. - Users value the **personalized support** from LocaliQ, appreciating their consistent communication and genuine commitment to success. - Users appreciate the **dedicated support team** of LocaliQ, enhancing campaign implementation and overall success. - Users value the **business growth capabilities** of LocaliQ, effectively enhancing lead management and advertising outreach. - Users value the **ease of use** of LocaliQ, which streamlines workflows and simplifies campaign management for businesses. **Cons:** - Users find LocaliQ to be **expensive** , with high costs leading to unsatisfactory lead generation and financial strain. - Users note the **high costs** of LocaliQ, making it challenging for small businesses to justify the expenses. - Users express concern over **limited features** , citing vague metrics and lack of innovation in supporting business growth. - Users express concerns over **poor customer support** , citing slow email responses and lack of effective communication. - Users report **poor sales performance** from LocaliQ, feeling misled about lead generation and facing communication issues. #### What Are Recent G2 Reviews of LocaliQ? **"[LocaliQ Boosted Our Visibility with Targeted Marketing and Powerful Analytics](https://www.g2.com/survey_responses/localiq-review-12467228)"** **Rating:** 4.5/5.0 stars *— Prosper I.* [Read full review](https://www.g2.com/survey_responses/localiq-review-12467228) --- **"[Dependable Marketing Partner with Excellent Communication](https://www.g2.com/survey_responses/localiq-review-12899666)"** **Rating:** 5.0/5.0 stars *— Renferd K.* [Read full review](https://www.g2.com/survey_responses/localiq-review-12899666) --- #### What Are G2 Users Discussing About LocaliQ? - [What is WordStream used for?](https://www.g2.com/discussions/what-is-wordstream-used-for) - [What is ReachEdge used for?](https://www.g2.com/discussions/what-is-reachedge-used-for) - 1 comment - [What is LOCALiQ?](https://www.g2.com/discussions/what-is-localiq) - 1 comment, 1 upvote - [What happened to ThriveHive?](https://www.g2.com/discussions/what-happened-to-thrivehive) - 1 comment - [What does ThriveHive do?](https://www.g2.com/discussions/what-does-thrivehive-do) - 1 comment ### 18. [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) We built Less Annoying CRM in 2009 for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. See why we are ranked G2's #1 easiest-to-use CRM. Start your no-hassle, 30-day free trial today -- no credit card needed. **Average Rating:** 4.9/5.0 **Total Reviews:** 656 **How Do G2 Users Rate Less Annoying CRM?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Less Annoying CRM?** - **Seller:** [Less Annoying Software](https://www.g2.com/sellers/less-annoying-software) - **Company Website:** https://www.lessannoyingcrm.com/ - **Year Founded:** 2009 - **HQ Location:** St. Louis, MO - **Twitter:** @LessAnnoyingCRM (1,125 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2444991/ (28 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Insurance, Financial Services - **Company Size:** 88% Small-Business, 8% Mid-Market #### What Are Less Annoying CRM's Pros and Cons? **Pros:** - Ease of Use (33 reviews) - Customer Support (20 reviews) - Simplicity (19 reviews) - User-Friendly (16 reviews) - Affordable (14 reviews) **Cons:** - Missing Features (14 reviews) - Integration Issues (7 reviews) - Limited Features (5 reviews) - Feature Issues (3 reviews) - Limited Customization (3 reviews) ### What Do G2 Reviewers Say About Less Annoying CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive interface** of Less Annoying CRM, making it easy for teams to stay organized. - Users commend the **exceptional customer support** of Less Annoying CRM, ensuring assistance is always available when needed. - Users value the **simplicity** of Less Annoying CRM, finding it effective and intuitive for their business needs. - Users appreciate the **user-friendly interface** of Less Annoying CRM, allowing for a smooth and easy experience. - Users praise the **incredible affordability** of Less Annoying CRM, making it accessible for small businesses. **Cons:** - Users find the **missing features** of Less Annoying CRM limit its effectiveness for larger businesses and specific integration needs. - Users face **integration issues** with Less Annoying CRM, making it challenging to connect with preferred applications and manage lists. - Users find **limited features** restrict their ability to manage duplicates effectively, hindering overall functionality. - Users find the **feature limitations** in reporting and automation options a hurdle for business growth. - Users find the **limited customization** options in Less Annoying CRM to be a significant drawback for their needs. #### What Are Recent G2 Reviews of Less Annoying CRM? **"[Straightforward and Easy to Integrate Into My Routine](https://www.g2.com/survey_responses/less-annoying-crm-review-12875409)"** **Rating:** 4.0/5.0 stars *— Carolyn D.* [Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12875409) --- **"[Managing Nutrition Follow-ups and Daily Tasks More Professionally](https://www.g2.com/survey_responses/less-annoying-crm-review-12865757)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12865757) --- #### What Are G2 Users Discussing About Less Annoying CRM? - [What is Less Annoying CRM used for?](https://www.g2.com/discussions/what-is-less-annoying-crm-used-for) - 1 comment ### 19. [Kintone](https://www.g2.com/products/kintone/reviews) Kintone is a no-code business application platform designed to empower non-technical users to create robust applications, workflows, and databases tailored to their teams and organizations. By utilizing a user-friendly interface that emphasizes clicks over coding, Kintone enables individuals to develop applications that streamline business processes, enhance collaboration on projects and tasks, and facilitate the reporting of complex data with ease. This platform is particularly beneficial for business users who require immediate solutions without the need for extensive programming knowledge. Kintone offers a wide array of pre-built applications that cater to various use cases, including customer relationship management (CRM), project management, inventory management, and more. These templates allow users to hit the ground running and adapt the applications to their specific needs, significantly reducing the time and effort required to implement new systems. Kintone's target audience includes small to medium-sized businesses, project managers, team leaders, and any professional looking to optimize their workflow without relying on IT departments or external developers. The no-code approach democratizes app development, allowing users from diverse backgrounds to participate in creating solutions that address their unique challenges. This inclusivity fosters a culture of innovation within organizations, as team members can contribute ideas and improvements based on their firsthand experiences. Key features of Kintone include customizable dashboards, automated workflows, and real-time collaboration tools. Users can design dashboards that provide insights into their projects and data at a glance, while automated workflows help eliminate repetitive tasks, ensuring that team members can focus on higher-value activities. The platform also supports real-time collaboration, enabling teams to work together seamlessly, share updates, and track progress on projects without the need for constant meetings or email exchanges. Kintone stands out in the no-code platform category by offering a flexible and scalable solution that grows with organizations. Its ability to integrate with other tools and services further enhances its functionality, allowing users to create a comprehensive ecosystem that meets their evolving business needs. By providing a powerful yet accessible platform for app development, Kintone empowers users to take control of their workflows and drive efficiency within their teams. **Average Rating:** 4.6/5.0 **Total Reviews:** 263 **How Do G2 Users Rate Kintone?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 6.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Kintone?** - **Seller:** [Kintone](https://www.g2.com/sellers/kintone) - **Company Website:** https://www.kintone.com/ - **Year Founded:** 1997 - **HQ Location:** San Francisco, CA - **Twitter:** @kintone (2,101 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/136971/ (82 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Executive Director - **Top Industries:** Non-Profit Organization Management, Information Technology and Services - **Company Size:** 73% Small-Business, 22% Mid-Market #### What Are Kintone's Pros and Cons? **Pros:** - Ease of Use (30 reviews) - Customer Support (27 reviews) - Features (21 reviews) - Customization (16 reviews) - Customization Options (15 reviews) **Cons:** - Missing Features (12 reviews) - Poor Interface Design (7 reviews) - Limited Customization (6 reviews) - Limited Features (6 reviews) - Poor Usability (6 reviews) ### What Do G2 Reviewers Say About Kintone? *AI-generated summary from verified user reviews* **Pros:** - Users find Kintone’s **ease of use** exceptional, enabling straightforward workflow creation without needing technical expertise. - Users value Kintone's **outstanding customer service** , highlighting clear communication and quick, effective support. - Users value the **no-code flexibility and customization** of Kintone, enhancing workflows and centralizing communication effectively. - Users value Kintone's **high degree of customization** , enabling tailored workflows and forms to meet diverse business needs. - Users value the **high degree of customization** in Kintone, enabling tailored solutions for diverse business needs. **Cons:** - Users note the **missing features** in Kintone, wishing for enhanced charting and basic accounting functionalities. - Users find Kintone's **poor interface design** hindered by its outdated aesthetics and lack of intuitiveness. - Users find **limited customization** in Kintone, facing challenges with integration and sorting options for data management. - Users find Kintone's **limited features** hindered by a dated interface and inadequate integration capabilities. - Users find the **poor usability** of Kintone problematic, citing a lack of modern interface and intuitive features. #### What Are Recent G2 Reviews of Kintone? **"[Exceptionally User-Friendly and Effortless to Use](https://www.g2.com/survey_responses/kintone-review-12075334)"** **Rating:** 5.0/5.0 stars *— Robby R.* [Read full review](https://www.g2.com/survey_responses/kintone-review-12075334) --- **"[Process Management gave us structured approval flows without building another internal backend](https://www.g2.com/survey_responses/kintone-review-13124660)"** **Rating:** 4.5/5.0 stars *— Yurii L.* [Read full review](https://www.g2.com/survey_responses/kintone-review-13124660) --- #### What Are G2 Users Discussing About Kintone? - [How much does caspio cost?](https://www.g2.com/discussions/how-much-does-caspio-cost) - [Is Kintone Hipaa compliant?](https://www.g2.com/discussions/is-kintone-hipaa-compliant) - [How do you use Kintone?](https://www.g2.com/discussions/how-do-you-use-kintone) - [What is Kintone app?](https://www.g2.com/discussions/what-is-kintone-app) - 1 comment ### 20. [HoneyBook](https://www.g2.com/products/honeybook/reviews) HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required. **Average Rating:** 4.5/5.0 **Total Reviews:** 236 **How Do G2 Users Rate HoneyBook?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind HoneyBook?** - **Seller:** [HoneyBook](https://www.g2.com/sellers/honeybook) - **Company Website:** https://www.honeybook.com - **Year Founded:** 2013 - **HQ Location:** San Francisco, CA - **Twitter:** @honeybook (4,476 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2527444/ (322 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Photographer - **Top Industries:** Photography, Events Services - **Company Size:** 98% Small-Business, 2% Mid-Market #### What Are HoneyBook's Pros and Cons? **Pros:** - Payment Management (19 reviews) - Easy Creation (8 reviews) - Ease of Use (6 reviews) - Easy Customization (6 reviews) - Product Value (6 reviews) **Cons:** - Payment Issues (5 reviews) - Expensive (4 reviews) - Lack of Integration (4 reviews) - Limited Features (4 reviews) - Poor Reporting (4 reviews) ### What Do G2 Reviewers Say About HoneyBook? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **seamless payment management** of HoneyBook, making invoicing and client payments hassle-free and organized. - Users appreciate the **easy creation of materials** with HoneyBook's user-friendly templates and automation features, streamlining their workflow. - Users commend the **ease of use** of HoneyBook, appreciating its seamless integration into daily business operations. - Users value the **easy customization** of HoneyBook, enhancing their efficiency with tailored templates for various needs. - Users value the **ease of use** of HoneyBook, enhancing organization and client management for smooth business operations. **Cons:** - Users face **payment issues** with HoneyBook, expressing concerns about processing fees and limited payment options. - Users are frustrated by the **expensive pricing** of HoneyBook, feeling the increase lacks justification and value. - Users face **lack of integration** , making data export difficult and complicating transitions to other platforms. - Users criticize the **limited features** of HoneyBook, feeling they do not justify the increased pricing or expectations. - Users find the **reporting features inadequate** , hindering comprehension and tracking of earnings efficiently. #### What Are Recent G2 Reviews of HoneyBook? **"[Honeybook Feels Like a Virtual Assistant for My Business](https://www.g2.com/survey_responses/honeybook-review-13032698)"** **Rating:** 4.5/5.0 stars *— Nikki M.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-13032698) --- **"[Streamlined Event Booking with Intuitive Workflows and Stellar Support](https://www.g2.com/survey_responses/honeybook-review-12999446)"** **Rating:** 5.0/5.0 stars *— Dustin F.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-12999446) --- #### What Are G2 Users Discussing About HoneyBook? - [What is HoneyBook used for?](https://www.g2.com/discussions/honeybook-what-is-honeybook-used-for) - [Is HoneyBook secure?](https://www.g2.com/discussions/is-honeybook-secure) - [How much does HoneyBook cost?](https://www.g2.com/discussions/how-much-does-honeybook-cost) - 2 comments - [What is HoneyBook?](https://www.g2.com/discussions/what-is-honeybook) - 2 comments - [What is HoneyBook used for?](https://www.g2.com/discussions/what-is-honeybook-used-for) - 2 comments ### 21. [Oracle Siebel](https://www.g2.com/products/oracle-siebel/reviews) The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why Oracle? Siebel delivers a combination of transactional, analytical, and engagement features to manage all customer-facing operations. With solutions tailored to more than 20 industries, Siebel CRM delivers comprehensive on premise and on demand CRM solutions that are tailored industry solutions with ole-based customer intelligence and pre-built integration. **Average Rating:** 3.5/5.0 **Total Reviews:** 418 **How Do G2 Users Rate Oracle Siebel?** - **Has the product been a good partner in doing business?:** 7.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Oracle Siebel?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Who Uses This:** Consultant, Customer Service Representative - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 63% Enterprise, 26% Mid-Market #### What Are Oracle Siebel's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Easy Setup (4 reviews) - Feature Richness (4 reviews) - Integration (4 reviews) - Customer Support (3 reviews) **Cons:** - Learning Curve (4 reviews) - Connectivity Issues (2 reviews) - High Complexity (2 reviews) - Bugs (1 reviews) - Expensive (1 reviews) ### What Do G2 Reviewers Say About Oracle Siebel? *AI-generated summary from verified user reviews* **Pros:** - Users find Oracle Siebel **easy to use** , facilitating seamless integration into daily workflows and training. - Users find the **easy setup** of Oracle Siebel to be time-efficient and beneficial for daily business operations. - Users appreciate the **robust features** of Oracle Siebel, making customer management and business activities seamless and efficient. - Users value the **seamless integration** of Oracle Siebel, enhancing daily workflows and customer management efficiently. - Users praise the **responsive customer support** of Oracle Siebel, enhancing their overall experience and productivity. **Cons:** - Users struggle with the **steep learning curve** of Oracle Siebel, making initial usage challenging and time-consuming. - Users face **connectivity issues** when accessing Oracle Siebel in the field, affecting data retrieval and speed. - Users find Oracle Siebel's **high complexity** challenging initially, requiring time and upgrades to navigate efficiently. - Users occasionally face **unusable system issues** with Oracle Siebel, which can disrupt their experience significantly. - Users find Oracle Siebel **expensive** , making it challenging for small enterprises to invest in its implementation and usage. #### What Are Recent G2 Reviews of Oracle Siebel? **"[Effortless Transition, Needs UI Upgrade](https://www.g2.com/survey_responses/oracle-siebel-review-12827916)"** **Rating:** 4.0/5.0 stars *— Vivek M.* [Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12827916) --- **"[Unmatched Data Integrity and Robust Architecture for Enterprise Workflows](https://www.g2.com/survey_responses/oracle-siebel-review-12918458)"** **Rating:** 5.0/5.0 stars *— Anup A.* [Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12918458) --- #### What Are G2 Users Discussing About Oracle Siebel? - [What is Oracle Siebel used for?](https://www.g2.com/discussions/what-is-oracle-siebel-used-for) - 1 comment ### 22. [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews) Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries. **Average Rating:** 4.7/5.0 **Total Reviews:** 263 **How Do G2 Users Rate OnePageCRM?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind OnePageCRM?** - **Seller:** [OnePageCRM](https://www.g2.com/sellers/onepagecrm) - **Year Founded:** 2010 - **HQ Location:** Galway, Ireland - **Twitter:** @OnePageCRM (3,922 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1014103/ (21 employees on LinkedIn®) - **Phone:** +1 (646) 762 1303 **Who Uses This Product?** - **Who Uses This:** Founder, Managing Director - **Top Industries:** Non-Profit Organization Management, Marketing and Advertising - **Company Size:** 85% Small-Business, 12% Mid-Market #### What Are OnePageCRM's Pros and Cons? **Pros:** - Ease of Use (62 reviews) - Simple (37 reviews) - Simplicity (31 reviews) - Customer Support (29 reviews) - Easy Setup (27 reviews) **Cons:** - Missing Features (17 reviews) - Limited Options (9 reviews) - Export Limitations (7 reviews) - Integration Issues (7 reviews) - Lack of Integrations (7 reviews) ### What Do G2 Reviewers Say About OnePageCRM? *AI-generated summary from verified user reviews* **Pros:** - Users find OnePageCRM to be **very simple to use** , tailored perfectly for small teams or individual salespeople. - Users love the **simplicity** of OnePageCRM, finding it perfect for individual salespeople and small teams. - Users value the **simplicity** of OnePageCRM, finding it effective and effortless for small teams and actionable tasks. - Users value the **excellent customer support** from OnePageCRM, making their experience seamless and efficient. - Users love the **easy setup** of OnePageCRM, appreciating its seamless integration and intuitive design for quick onboarding. **Cons:** - Users find the **missing features** in OnePageCRM limiting for advanced reporting, automation, and campaign management. - Users find **limited options** in reporting, automation, and customization, hindering deeper analytics and workflows. - Users express frustrations with **export limitations** in OnePageCRM, particularly regarding conversation thread exports and name compatibility. - Users find **integration issues** with OnePageCRM, expressing a desire for better connectivity with various tools and software. - Users find the **lack of integrations** with other software frustrating, impacting their workflow and CRM functionality. #### What Are Recent G2 Reviews of OnePageCRM? **"[Simple Interface and Effective Sales Management](https://www.g2.com/survey_responses/onepagecrm-review-12953882)"** **Rating:** 5.0/5.0 stars *— Khushbu B.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12953882) --- **"[Helping The Brun Bear Foundation Stay Organized and Engaged](https://www.g2.com/survey_responses/onepagecrm-review-12859063)"** **Rating:** 5.0/5.0 stars *— Vanessa W.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063) --- #### What Are G2 Users Discussing About OnePageCRM? - [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on) - [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment ### 23. [folk](https://www.g2.com/products/folk-folk/reviews) folk is like the sales assistant your team never had. Our CRM is simple, integrated, and proactive. The tool of choice for over 3000+ award-winning service businesses around the world. folk does the busy work for you, so you can focus on building real relationship - Sync all your inboxes and centralize your history of interactions - Import contacts from anywhere on the web with our folkX extension - Find emails and contact details with 1-click Enrichment - Customize pipeline views and collaborate on deals as a team - Automate workflows with over 6,000+ integrations - Send messages, schedule multi-step sequences, and personalize faster with templates Client management is complicated enough, your CRM doesn’t have to be… **Average Rating:** 4.5/5.0 **Total Reviews:** 333 **How Do G2 Users Rate folk?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind folk?** - **Seller:** [folk](https://www.g2.com/sellers/folk) - **Year Founded:** 2020 - **HQ Location:** Distributed Team, FR - **LinkedIn® Page:** https://www.linkedin.com/company/folkhq/about/ (63 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Consulting, Marketing and Advertising - **Company Size:** 96% Small-Business, 3% Mid-Market #### What Are folk's Pros and Cons? **Pros:** - Ease of Use (36 reviews) - Simple (25 reviews) - Helpful (18 reviews) - Intuitive (17 reviews) - Contact Management (16 reviews) **Cons:** - Missing Features (19 reviews) - Limited Features (12 reviews) - Email Issues (10 reviews) - Email Management (10 reviews) - Integration Issues (9 reviews) ### What Do G2 Reviewers Say About folk? *AI-generated summary from verified user reviews* **Pros:** - Users find Folk to be **user-friendly and simple** , allowing easy setup and efficient contact management without the clutter. - Users appreciate the **clean and easy usability** of Folk, enhancing organization and relationship management effortlessly. - Users appreciate the **excellent customer support** and intuitive design, finding great tools for sales management. - Users appreciate the **intuitive interface** and seamless integrations, making client management much easier and efficient. - Users appreciate the **clean and easy contact management** of Folk, enhancing organization and relationship tracking effortlessly. **Cons:** - Users note a **lack of essential features** in Folk, limiting flexibility and increasing reliance on workarounds. - Users find the **limited features** of Folk restrict their capabilities and foresee the need for more robust options. - Users experience **email issues** with integration and features, leading to setup difficulties and missing functionalities. - Users note the **limited email marketing functionality** in Folk compared to other CRMs, affecting overall email management. - Users face **integration issues** with Folk CRM, affecting email visibility and the functionality of external extensions. #### What Are Recent G2 Reviews of folk? **"[Simple Yet Powerful CRM That Fits Modern Relationship Management](https://www.g2.com/survey_responses/folk-review-12595374)"** **Rating:** 5.0/5.0 stars *— Chris O.* [Read full review](https://www.g2.com/survey_responses/folk-review-12595374) --- **"[folk Makes Contact Management Easy, with Powerful Enrichment and Responsive Support](https://www.g2.com/survey_responses/folk-review-13091328)"** **Rating:** 5.0/5.0 stars *— Alli M.* [Read full review](https://www.g2.com/survey_responses/folk-review-13091328) --- ### 24. [CRMOne](https://www.g2.com/products/crmone/reviews) The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CRMOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CRMOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CRMOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation. **Average Rating:** 4.8/5.0 **Total Reviews:** 1,044 **How Do G2 Users Rate CRMOne?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind CRMOne?** - **Seller:** [CrmOne](https://www.g2.com/sellers/crmone) - **Year Founded:** 2022 - **HQ Location:** Menlo Park, US - **Twitter:** @crmone_global (10 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/crmone-global/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Financial Services - **Company Size:** 32% Small-Business, 24% Enterprise #### What Are CRMOne's Pros and Cons? **Pros:** - Lead Management (116 reviews) - Customer Management (101 reviews) - Customer Support (93 reviews) - Task Management (78 reviews) - Time-saving (74 reviews) **Cons:** - Limited Customization (71 reviews) - Learning Curve (64 reviews) - Steep Learning Curve (41 reviews) - Limited Features (33 reviews) - Integration Issues (28 reviews) ### What Do G2 Reviewers Say About CRMOne? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficient lead management** of CRMOne, enhancing team collaboration and minimizing repetitive inquiries. - Users value the **effective customer management** of CRMOne, enhancing collaboration and response times across teams. - Users praise the **efficient customer support** of CRMOne, benefiting from faster replies and improved feedback. - Users appreciate the **automatic reminders** in CRMOne, enhancing workflow efficiency and improving response times. - Users value the **time-saving automation** of CRMOne, enhancing efficiency and speeding up customer response times. **Cons:** - Users feel the **limited customization options** of CRMOne restrict its effectiveness for advanced or specialized needs. - Users find the **learning curve challenging** , especially if they are new to CRM systems, leading to initial confusion. - Users face a **steep learning curve** with CRMOne, making onboarding and complex issue resolution challenging. - Users find the **limited features** of CRMOne constrain their ability to fully utilize the system effectively. - Users struggle with **integration issues** due to limited third-party support, complicating connections with essential tools. #### What Are Recent G2 Reviews of CRMOne? **"[Review Title: Helped Us Streamline Sales Operations](https://www.g2.com/survey_responses/crmone-review-12202021)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/crmone-review-12202021) --- **"[A Complete CRM Solution for Growing Teams](https://www.g2.com/survey_responses/crmone-review-12193939)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/crmone-review-12193939) --- ### 25. [Freshsales](https://www.g2.com/products/freshsales/reviews) Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,199 **How Do G2 Users Rate Freshsales?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Freshsales?** - **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks) - **Year Founded:** 2010 - **HQ Location:** San Mateo, CA - **Twitter:** @FreshworksInc (19,020 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/freshworks-inc/ (7,505 employees on LinkedIn®) - **Ownership:** NASDAQ: FRSH **Who Uses This Product?** - **Who Uses This:** CEO, Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 68% Small-Business, 27% Mid-Market #### What Are Freshsales's Pros and Cons? **Pros:** - Ease of Use (103 reviews) - Features (70 reviews) - Helpful (55 reviews) - Customer Support (50 reviews) - Intuitive (41 reviews) **Cons:** - Missing Features (47 reviews) - Limited Features (32 reviews) - Limitations (28 reviews) - Learning Curve (25 reviews) - Limited Customization (21 reviews) ### What Do G2 Reviewers Say About Freshsales? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Freshsales, finding it user-friendly and intuitive for managing tasks. - Users love the **user-friendly interface and extensive features** of Freshsales, enhancing their overall experience and efficiency. - Users find Freshsales to be a **helpful CRM tool** that effectively tracks business development leads and deals. - Users appreciate the **responsive customer support** of Freshsales, enhancing their experience with seamless onboarding and guidance. - Users appreciate the **intuitive design** of Freshsales, finding it easy to learn and navigate across devices. **Cons:** - Users find **missing features** in Freshsales, leading to frustration with reporting, automation, and configuration inconsistencies. - Users find Freshsales to have **limited features** that hinder workflow management and overall user experience, prompting consideration of alternatives. - Users find **configuration complexities** and limited reporting capabilities in Freshsales, impacting their overall CRM experience. - Users find the **learning curve steep** , particularly with reporting and automated workflows in Freshsales. - Users find the **limited customization** options frustrating, particularly with reporting and adding custom fields. #### What Are Recent G2 Reviews of Freshsales? **"[Logistics-Friendly CRM Lacks Mature Industry Interoperability](https://www.g2.com/survey_responses/freshsales-review-12858179)"** **Rating:** 4.5/5.0 stars *— Vehz H.* [Read full review](https://www.g2.com/survey_responses/freshsales-review-12858179) --- **"[A Practical CRM for Managing Leads and Customer Interactions](https://www.g2.com/survey_responses/freshsales-review-12946886)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/freshsales-review-12946886) --- #### What Are G2 Users Discussing About Freshsales? - [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote - [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) - 2 comments - [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) - 1 comment - [What are the major types of CRM?](https://www.g2.com/discussions/what-are-the-major-types-of-crm) - 1 upvote - [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) - 1 comment ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) --- ## 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/) --- ## What Are the Most Common Questions About CRM Software? *AI-generated · Last updated: June 3, 2026* ### What's the best CRM app for small business owners Based on G2 reviews, these CRM products are frequently mentioned by recent reviewers for helping small teams stay organized, manage pipelines, and reduce manual follow-up work. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — easy navigation and pipeline reviews. - [Pipedrive](https://www.g2.com/products/pipedrive) — visual pipeline and follow-up reminders. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — simple setup and contact management. - [Pipedrive](https://www.g2.com/products/pipedrive) — straightforward CRM for growing teams. ### Best CRM solution with marketing automation features Based on G2 reviews, these CRM products are often highlighted by recent users for combining contact management with email automation, campaign workflows, and follow-up support. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — sales workflows with marketing alignment. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — automated journeys and contact segmentation. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — lead tracking and workflow automation. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — CRM plus email automation workflows. ### What CRM is the best for e-commerce platforms Based on G2 reviews, these CRM products are commonly cited by recent users for organizing customer data, syncing communications, and supporting sales workflows tied to online channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — centralized deals and outreach tracking. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — customer journeys and campaign automation. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud) — integrations and pipeline visibility. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — organized leads and follow-up workflows. ### What should buyers look for in crm software According to verified users, the most consistent buying themes in recent CRM reviews are ease of use, clear pipeline visibility, centralized customer records, and reminders that keep follow-ups from being missed. Buyers also repeatedly mention reporting dashboards, task management, and workflow automation as practical time-savers. Integrations matter too, especially for email, calendars, and other business tools teams already use. Reviewers also flag common tradeoffs to evaluate during selection, including learning curve, mobile experience, reporting depth, and how well the system handles customization as processes become more complex. In short, buyers tend to value software that keeps sales activity organized without making daily work harder. ### How do teams use CRM for follow-ups According to verified users, teams mainly use CRM to keep follow-ups consistent and visible across the whole sales process. Recent reviews repeatedly mention reminders, task tracking, activity history, and pipeline stages as the tools that prevent outreach from slipping through the cracks. Users describe using CRM to log calls, emails, notes, and next steps in one place so any teammate can quickly understand account context. Automation is another recurring theme, with teams using it to trigger reminders, route leads, and reduce repetitive admin work. The practical outcome reviewers highlight most often is better organization: less time spent chasing updates manually and more confidence that important prospects and customers are being contacted on time.