# Best CRM Software for Small Business - Page 2 *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 (24,675 reviews) | AI-automated pipeline-to-close CRM workflows | "[Agentforce Sales Streamlines Lead Management with Clear Visibility and Automation](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13129716)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,276 reviews) | Pipeline visibility with automated sales sequencing | "[Highly Customisable, but Easy to Underutilise Without Training](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13127671)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,048 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 (1,332 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 (2,034 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 (847 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 (14,193 reviews) | Behavior-triggered CRM with automation workflows | "[Powerful Automation That Saves Me Time](https://www.g2.com/survey_responses/activecampaign-review-12541193)" | | 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 (558 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:** 1,077 ### 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 - 121,600+ Authentic Reviews - 1,077+ 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** ### Reevo Reevo is the AI-native sales platform that runs prospecting, outreach, conversation intelligence, deal management, forecasting, and coaching on the full context of your business. Because every call, email, meeting, and deal update lives in a single memory, Reevo AI has a complete view of every account and can act on it – drafting follow-ups, updating the CRM, and flagging deal risk across the pipeline. Over time it learns how your team actually sells – your stages, signals, and patterns – and gets more accurate about your buyers. That shared memory also carries your team's knowledge, so new sellers ramp with the same account context and institutional know-how your top reps have, instead of rebuilding it from scratch. Layer Reevo over the tools you already use, or run it as your CRM and system of record out of the box. Because it works from one source of truth rather than partial views, your team spends less time on manual updates and makes decisions on the full picture. [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=2026-07-23T18%3A34%3A57Z&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=1395075&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=llm_category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%2Fsmall-business%3Fpage%3D3&secure%5Btoken%5D=fea47ff0c0386f71bca9dfdac96f6e00f160acb1aecd820c812506f00d38dc89&secure%5Burl%5D=https%3A%2F%2Freevo.ai%2Fsee-reevo-p1-b-g2%3Futm_source%3Dg2%26utm_medium%3Dreview_site%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url) --- ## 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. [Odoo CRM](https://www.g2.com/products/odoo-crm/reviews) With over 5 million users, Odoo is the #1 Open Source CRM software! Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and even create marketing campaign automation to increase their overall sales performance. With Odoo CRM, users can get more leads than ever before. They can also follow-up on phone calls and meetings. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated application. In our latest version (Odoo 14), UTM fields are available as optional fields. Users can handle recurring revenues and manage renewal intervals, as well. Also, you can turn emails received in your Outlook mailbox into leads, and log their content as internal notes. In addition to that, users can now search for leads and opportunities based on phone numbers. Users can track their opportunities pipeline in just a few simple steps, thanks to Odoo's user-friendly Kanban view. Users get an overview of their sales funnel, as well as instant visual information about their next steps, new messages, best opportunities, and expected incomes. The one-of-a-kind Odoo CRM marketing campaign system automates lead acquisitions, follow-ups, and special offers. Users can also determine automated actions based on predefined rules. Odoo CRM's key features are: a Kanban view to track the sales opportunities pipeline, a clear view of the next steps and actions to complete, automated creation of leads based on incoming emails (or coming directly from a website), and users can use their own email client! What more could you ask for?! **Average Rating:** 4.1/5.0 **Total Reviews:** 187 **How Do G2 Users Rate Odoo CRM?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Odoo CRM?** - **Seller:** [Odoo](https://www.g2.com/sellers/odoo) - **Year Founded:** 2005 - **HQ Location:** Brussels, Belgium - **Twitter:** @Odoo (55,391 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/633558/ (8,467 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 70% Small-Business, 26% Mid-Market #### What Are Odoo CRM's Pros and Cons? **Pros:** - Ease of Use (20 reviews) - Lead Management (11 reviews) - User-Friendly (10 reviews) - Easy Customization (9 reviews) - Affordable (7 reviews) **Cons:** - Learning Curve (13 reviews) - Limited Customization (8 reviews) - Integration Issues (4 reviews) - Not Intuitive (4 reviews) - Slow Performance (4 reviews) ### What Do G2 Reviewers Say About Odoo CRM? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **user-friendly interface** of Odoo CRM, making lead management and marketing communication effortless. - Users value the **effective lead management** in Odoo CRM, streamlining communication and follow-ups seamlessly. - Users commend Odoo CRM for its **user-friendly interface** , making navigation and integration of functions seamless and intuitive. - Users appreciate the **easy customization** of Odoo CRM, allowing seamless integration with existing business processes and applications. - Users appreciate the **affordability** of Odoo CRM, making it ideal for startups and businesses of all sizes. **Cons:** - Users find Odoo CRM's **learning curve steep** due to complex setup and a less intuitive interface. - Users find Odoo CRM offers **limited customization** , making advanced setups challenging, especially for non-technical teams. - Users face **integration issues** with Odoo CRM, making it difficult to connect with other platforms and services. - Users find Odoo CRM **not intuitive** , mentioning a cumbersome workflow and difficulties with the user interface and setup. - Users experience **slow performance** with Odoo CRM, especially when handling large amounts of data, affecting efficiency. #### What Are Recent G2 Reviews of Odoo CRM? **"[Highly Flexible CRM with a bit of learning curve](https://www.g2.com/survey_responses/odoo-crm-review-12702600)"** **Rating:** 4.0/5.0 stars *— Rahim S.* [Read full review](https://www.g2.com/survey_responses/odoo-crm-review-12702600) --- **"[Good Visibility Across Leads, Meetings, and Ongoing Opportunities](https://www.g2.com/survey_responses/odoo-crm-review-12945975)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/odoo-crm-review-12945975) --- #### What Are G2 Users Discussing About Odoo CRM? - [What is Odoo CRM used for?](https://www.g2.com/discussions/what-is-odoo-crm-used-for) - 1 comment - [Which is the best free CRM software?](https://www.g2.com/discussions/which-is-the-best-free-crm-software) - [Is Odoo free to use?](https://www.g2.com/discussions/odoo-crm-is-odoo-free-to-use) - 3 comments - [What is the use of Odoo?](https://www.g2.com/discussions/what-is-the-use-of-odoo) - [What is CRM in Odoo?](https://www.g2.com/discussions/what-is-crm-in-odoo) - 1 comment ### 2. [RSoft CRM](https://www.g2.com/products/rsoft-crm/reviews) RSoft CRM (Customer Relationship Management) software is a tool used by businesses to manage interactions and relationships with current and potential customers. These software typically provide a range of features designed to help organizations streamline their sales, marketing, and customer service efforts. Here are some common features found in Roft CRM software: 1. Contact Management 2. Sales Management 3. Lead Management 4. Marketing Automation 5. Customer Support & Services 6. Analytics Report & Dashboard 7. Integration **Average Rating:** 5.0/5.0 **Total Reviews:** 15 **How Do G2 Users Rate RSoft CRM?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.9/10 (Category avg: 8.6/10) **Who Is the Company Behind RSoft CRM?** - **Seller:** [RSoft](https://www.g2.com/sellers/rsoft) - **Year Founded:** 2014 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/rsoftai/ (113 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Real Estate - **Company Size:** 67% Small-Business, 40% Mid-Market #### What Are RSoft CRM's Pros and Cons? **Pros:** - Customer Support (5 reviews) - User-Friendly (5 reviews) - Automation Features (4 reviews) - Lead Management (4 reviews) - Easy Access (2 reviews) **Cons:** - Email Issues (2 reviews) - Connectivity Issues (1 reviews) - Not User-Friendly (1 reviews) ### What Do G2 Reviewers Say About RSoft CRM? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **exceptional customer support** of RSoft CRM, noting quick responses and effective issue resolution. - Users love the **user-friendly interface** of RSoft CRM, facilitating easy customization and efficient task automation. - Users appreciate the **automation features** of RSoft CRM, making task management and lead handling effortless and efficient. - Users value the **efficient lead management** of RSoft CRM, facilitating easy follow-ups and monitoring of sales conversions. - Users appreciate the **easy access** of RSoft CRM, enhancing efficiency with quick actions and timely client follow-ups. **Cons:** - Users report **email issues** requiring frequent logins and communication, which can hinder efficiency and convenience. - Users face **connectivity issues** requiring frequent email communication and occasional login problems, complicating their experience with RSoft CRM. - Users have experienced **user-friendliness issues** before, though improvements have been noted in recent months. #### What Are Recent G2 Reviews of RSoft CRM? **"[Quick Lead Follow-Ups and Daily Email Reports That Boost Sales Monitoring](https://www.g2.com/survey_responses/rsoft-crm-review-12343048)"** **Rating:** 5.0/5.0 stars *— Pavithrapazheri .* [Read full review](https://www.g2.com/survey_responses/rsoft-crm-review-12343048) --- **"[It is a user friendly software to all the person those who are using it.](https://www.g2.com/survey_responses/rsoft-crm-review-12151473)"** **Rating:** 5.0/5.0 stars *— VIKAA H.* [Read full review](https://www.g2.com/survey_responses/rsoft-crm-review-12151473) --- ### 3. [Vendasta AI Platform](https://www.g2.com/products/vendasta-ai-platform/reviews) From agency to enterprise, the Vendasta platform is the only end-to-end management software for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bill and fulfill projects—all within a single platform. Vendasta turns complex data and instructions into easy-to-manage AI employees that work across the Vendasta platform, so businesses can grow while staying focused on what they do best. Vendasta’s AI employees come pre-configured with the skills and personality to fit any business. You can easily customize them using simple language too—no coding required. Whether it’s lead capture, automating customer communication, or managing content, the AI employees have you covered. **Average Rating:** 4.5/5.0 **Total Reviews:** 533 **How Do G2 Users Rate Vendasta AI Platform?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Vendasta AI Platform?** - **Seller:** [Vendasta](https://www.g2.com/sellers/vendasta) - **Company Website:** https://www.vendasta.com - **Year Founded:** 2008 - **HQ Location:** Saskatchewan - **Twitter:** @Vendasta (3,930 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/203666/ (752 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Management Consulting - **Company Size:** 84% Small-Business, 10% Mid-Market #### What Are Vendasta AI Platform's Pros and Cons? **Pros:** - Helpful (51 reviews) - Customer Support (41 reviews) - Ease of Use (41 reviews) - Features (27 reviews) - Efficiency (24 reviews) **Cons:** - Learning Curve (24 reviews) - Limited Features (18 reviews) - Difficult Learning (16 reviews) - Missing Features (16 reviews) - Complexity (13 reviews) ### What Do G2 Reviewers Say About Vendasta AI Platform? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **intuitive design and outstanding support** of the Vendasta AI Platform, enhancing service delivery and client satisfaction. - Users value the **outstanding customer support** team at Vendasta, ensuring responsive and knowledgeable assistance for their needs. - Users find the **ease of use** of the Vendasta AI Platform enhances efficiency and client engagement effortlessly. - Users value the **all-in-one dashboard** of Vendasta AI Platform, making management of SEO and marketing tools seamless. - Users admire the **efficiency** of Vendasta AI Platform, significantly reducing manual tasks and enhancing productivity. **Cons:** - Users find the **learning curve steep** , with complexities in integrations and automations that hinder easier usage. - Users find Vendasta AI Platform has **limited features** and complicated onboarding, making it hard to fully utilize. - Users find the **difficult learning curve** challenging, particularly with integrations that can be overwhelming and complex. - Users express frustration over **missing features** , such as improved proposals and effective project management within the Vendasta AI Platform. - Users find the **complexity of integrations and automations** frustrating, leading to challenges in setup and execution. #### What Are Recent G2 Reviews of Vendasta AI Platform? **"[Amazing AI Assistants, Simple to Use, and Fairly Priced](https://www.g2.com/survey_responses/vendasta-ai-platform-review-13099105)"** **Rating:** 5.0/5.0 stars *— Carl B.* [Read full review](https://www.g2.com/survey_responses/vendasta-ai-platform-review-13099105) --- **"[Revolutionized Our Client AI Integration](https://www.g2.com/survey_responses/vendasta-ai-platform-review-12265277)"** **Rating:** 5.0/5.0 stars *— Chris H.* [Read full review](https://www.g2.com/survey_responses/vendasta-ai-platform-review-12265277) --- #### What Are G2 Users Discussing About Vendasta AI Platform? - [How has CalendarHero improved your scheduling processes, and what features do you find most useful?](https://www.g2.com/discussions/how-has-calendarhero-improved-your-scheduling-processes-and-what-features-do-you-find-most-useful) - 1 comment - [What is Vendasta used for?](https://www.g2.com/discussions/what-is-vendasta-used-for) - [What is About.Me used for?](https://www.g2.com/discussions/what-is-about-me-used-for) - [What is MatchCraft's AdVantage used for?](https://www.g2.com/discussions/what-is-matchcraft-s-advantage-used-for) - [How do you automate zoom?](https://www.g2.com/discussions/calendarhero-how-do-you-automate-zoom) - 1 comment ### 4. [Axonaut](https://www.g2.com/products/axonaut/reviews) Axonaut is a business management solution designed for small businesses that want to simplify and optimize their daily operations. At its core, Axonaut offers powerful invoicing features: generate branded quotes and invoices in seconds, convert quotes to invoices with one click, and track payments in real time. The platform also centralizes all your contacts, streamlines customer relationship management, and automates accounting tasks. With Axonaut, you can easily segment mailing lists for targeted email and SMS campaigns, and manage your team and payroll through an integrated Staff Registry. Axonaut stands out by combining efficiency, simplicity, and affordability to help small businesses save time and focus on growth. **Average Rating:** 4.9/5.0 **Total Reviews:** 43 **How Do G2 Users Rate Axonaut?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Axonaut?** - **Seller:** [Axonaut](https://www.g2.com/sellers/axonaut) - **Company Website:** https://www.axonaut.com - **Year Founded:** 2014 - **HQ Location:** Labège, FR - **Twitter:** @axonaut1 (323 Twitter followers) - **LinkedIn® Page:** https://fr.linkedin.com/company/axonaut (34 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction - **Company Size:** 93% Small-Business #### What Are Axonaut's Pros and Cons? **Pros:** - Customer Support (2 reviews) - Ease of Use (2 reviews) - Feature Richness (2 reviews) - Time Efficiency (1 reviews) - Time-saving (1 reviews) **Cons:** - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Axonaut? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **attentive customer support** of Axonaut, ensuring their needs are promptly addressed and met. - Users value the **ease of use** of Axonaut, simplifying business management with integrated features and mobile support. - Users appreciate the **extensive features** of Axonaut, which enhance business management and overall efficiency. - Users value the **time efficiency** of Axonaut, benefiting from its ease of use and reliable information management. - Users value the **time-saving capabilities** of Axonaut, appreciating its efficient features and reliable information management. **Cons:** - Users find the **learning curve steep** , requiring time and diligence to master Axonaut's features effectively. #### What Are Recent G2 Reviews of Axonaut? **"[An essential of business management](https://www.g2.com/survey_responses/axonaut-review-11712745)"** **Rating:** 4.5/5.0 stars *— Sandra B.* [Read full review](https://www.g2.com/survey_responses/axonaut-review-11712745) --- **"[Try it, adopt it!](https://www.g2.com/survey_responses/axonaut-review-11719891)"** **Rating:** 5.0/5.0 stars *— olivier J.* [Read full review](https://www.g2.com/survey_responses/axonaut-review-11719891) --- #### What Are G2 Users Discussing About Axonaut? - [What is Axonaut used for?](https://www.g2.com/discussions/what-is-axonaut-used-for) - 1 comment ### 5. [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities **Average Rating:** 4.2/5.0 **Total Reviews:** 891 **How Do G2 Users Rate SAP Sales Cloud?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind SAP Sales Cloud?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** https://www.sap.com/ - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Consultant, Associate Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 45% Enterprise, 36% Mid-Market #### What Are SAP Sales Cloud's Pros and Cons? **Pros:** - Ease of Use (101 reviews) - Integrations (65 reviews) - Analytics (61 reviews) - Integration (60 reviews) - Lead Management (58 reviews) **Cons:** - Learning Curve (86 reviews) - Limited Customization (49 reviews) - Complexity (41 reviews) - Not Intuitive (37 reviews) - Expensive (36 reviews) ### What Do G2 Reviewers Say About SAP Sales Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users find SAP Sales Cloud to have **ease of use** that significantly enhances their overall performance and efficiency. - Users value the **strong integration with SAP systems** , enhancing efficiency and providing clear pipeline visibility. - Users value the **easy integration and AI insights** of SAP Sales Cloud, enhancing efficiency and intelligent data analysis. - Users appreciate the **seamless integration** of SAP Sales Cloud with other SAP systems, enhancing operational efficiency and data consistency. - Users value the **centralized customer data management** in SAP Sales Cloud, enhancing pipeline management and team alignment. **Cons:** - Users report a **steep learning curve** with SAP Sales Cloud, making navigation and initial setup frustratingly complex. - Users find the **limited customization options** of SAP Sales Cloud challenging for adapting to specific organizational needs. - Users find the **complexity** of SAP Sales Cloud a barrier, leading to a steep learning curve and implementation challenges. - Users find the **interface not intuitive** , making initial navigation and setup a frustrating experience. - Users find the **high price** of SAP Sales Cloud to be a significant drawback, affecting their choice of solution. #### What Are Recent G2 Reviews of SAP Sales Cloud? **"[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)"** **Rating:** 4.5/5.0 stars *— Carlos Q.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624) --- **"[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)"** **Rating:** 4.5/5.0 stars *— Alexander C.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761) --- #### What Are G2 Users Discussing About SAP Sales Cloud? - [What is SAP CRM used for?](https://www.g2.com/discussions/what-is-sap-crm-used-for) - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/sap-cloud-for-customer-what-sap-components-are-included-in-sap-crm) - 1 comment - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/what-sap-components-are-included-in-sap-crm) - 1 comment - [Is SAP CRM cloud based?](https://www.g2.com/discussions/is-sap-crm-cloud-based) - 1 comment - [What is CRM system in SAP?](https://www.g2.com/discussions/what-is-crm-system-in-sap) - 1 comment ### 6. [Thryv](https://www.g2.com/products/thryv/reviews) Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform. Now including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals. From getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,893 **How Do G2 Users Rate Thryv?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Thryv?** - **Seller:** [Thryv](https://www.g2.com/sellers/thryv) - **Company Website:** https://Thryv.com - **Year Founded:** 2012 - **HQ Location:** Dallas, TX - **Twitter:** @thryv (8,415 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/thryvinc (5,883 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 90% Small-Business, 9% Mid-Market #### What Are Thryv's Pros and Cons? **Pros:** - Ease of Use (102 reviews) - Automation (90 reviews) - Automation Features (70 reviews) - Customer Support (69 reviews) - Helpful (58 reviews) **Cons:** - Missing Features (60 reviews) - Learning Curve (50 reviews) - Limitations (45 reviews) - Limited Features (45 reviews) - Expensive (33 reviews) ### What Do G2 Reviewers Say About Thryv? *AI-generated summary from verified user reviews* **Pros:** - Users find Thryv to be **easy to use** , seamlessly integrating various features for efficient team collaboration. - Users appreciate the **automation features** of Thryv, enabling streamlined follow-ups and consistent client engagement. - Users love the **automation features** of Thryv, enhancing efficiency in managing client follow-ups and nurturing campaigns. - Users value the **great customer support** from Thryv, highlighting its helpfulness and comprehensiveness. - Users appreciate the **powerful automation features** of Thryv, finding it easy to use and engaging. **Cons:** - Users express disappointment over **missing features** and constant glitches, undermining their overall experience with Thryv. - Users find the **learning curve challenging** , requiring time and support to navigate the many features effectively. - Users experience **constant glitches** with Thryv, leading to dissatisfaction and a lack of essential export options. - Users find **limited features** in Thryv, such as insufficient data management and challenging segmentation capabilities. - Users find Thryv to be **expensive** , especially with additional setup and customization costs due to its complexity. #### What Are Recent G2 Reviews of Thryv? **"[All-in-One Thryv Platform That Streamlined Our Workflow and Saved Us Money](https://www.g2.com/survey_responses/thryv-review-12972196)"** **Rating:** 5.0/5.0 stars *— Alan H.* [Read full review](https://www.g2.com/survey_responses/thryv-review-12972196) --- **"[Keap/Thryv has helped me grow my business in ways I never thought I could](https://www.g2.com/survey_responses/thryv-review-8053452)"** **Rating:** 5.0/5.0 stars *— Heather W.* [Read full review](https://www.g2.com/survey_responses/thryv-review-8053452) --- #### What Are G2 Users Discussing About Thryv? - [What is Thryv used for?](https://www.g2.com/discussions/what-is-thryv-used-for) - [How do I cancel Thryv?](https://www.g2.com/discussions/how-do-i-cancel-thryv) - [What is infusionsoft used for?](https://www.g2.com/discussions/what-is-infusionsoft-used-for) - 3 comments - [Who owns Thryv software?](https://www.g2.com/discussions/who-owns-thryv-software) - [Is KEAP an Infusionsoft?](https://www.g2.com/discussions/is-keap-an-infusionsoft) - 4 comments ### 7. [Oracle CRM On Demand](https://www.g2.com/products/oracle-crm-on-demand/reviews) Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. **Average Rating:** 3.8/5.0 **Total Reviews:** 98 **How Do G2 Users Rate Oracle CRM On Demand?** - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.6/10 (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 CRM On Demand?** - **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:** 52% Enterprise, 47% Mid-Market #### What Are Oracle CRM On Demand's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Easy Integration (2 reviews) - Customer Support (1 reviews) - Easy Access (1 reviews) - Easy Implementation (1 reviews) **Cons:** - Limited Customization (2 reviews) - Not Intuitive (2 reviews) - Integration Issues (1 reviews) - Not User-Friendly (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Oracle CRM On Demand? *AI-generated summary from verified user reviews* **Pros:** - Users find Oracle CRM On Demand to be **extremely easy to use** , simplifying their workflow and integration processes. - Users find **easy integration** with Oracle CRM On Demand enhances accessibility and simplifies the implementation process. - Users praise the **accessible customer support** of Oracle CRM On Demand, making their experience much smoother. - Users appreciate the **easy access** of Oracle CRM On Demand, enabling convenient usage from anywhere without server maintenance. - Users appreciate the **easy implementation** of Oracle CRM On Demand, enhancing their overall experience and efficiency. **Cons:** - Users find that there are **limitations in customization** with Oracle CRM On Demand, affecting its flexibility and integration. - Users find Oracle CRM On Demand **not intuitive** , which hinders user adoption and increases task completion time. - Users face **integration issues** with Oracle CRM On Demand, particularly regarding customization and search functionalities. - Users find Oracle CRM On Demand **not user-friendly** , leading to delays in completing essential tasks. - Users find that the **slow performance** of Oracle CRM On Demand hinders efficiency and usability at times. #### What Are Recent G2 Reviews of Oracle CRM On Demand? **"["A Heavyweight Enterprise CRM Built for Deep Analytics"](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12877400)"** **Rating:** 5.0/5.0 stars *— kaushal p.* [Read full review](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12877400) --- **"[Oracle CRM: Rock-Solid Hierarchies, RBAC, and Workflow Automation](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12933372)"** **Rating:** 5.0/5.0 stars *— Anup A.* [Read full review](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12933372) --- #### What Are G2 Users Discussing About Oracle CRM On Demand? - [What do you like most about Oracle CRM On Demand, and how does it compare to other CRM solutions?](https://www.g2.com/discussions/what-do-you-like-most-about-oracle-crm-on-demand-and-how-does-it-compare-to-other-crm-solutions) - [What is Oracle CRM On Demand used for?](https://www.g2.com/discussions/what-is-oracle-crm-on-demand-used-for) - [Is Salesforce better than Oracle?](https://www.g2.com/discussions/is-salesforce-better-than-oracle) - [What CRM does Oracle use?](https://www.g2.com/discussions/what-crm-does-oracle-use) - [Does Oracle have a CRM?](https://www.g2.com/discussions/oracle-crm-on-demand-does-oracle-have-a-crm) ### 8. [Copper](https://www.g2.com/products/copper/reviews) Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,125 **How Do G2 Users Rate Copper?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (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 Copper?** - **Seller:** [Copper](https://www.g2.com/sellers/copper) - **Company Website:** https://www.copper.com - **Year Founded:** 2012 - **HQ Location:** San Francisco, CA - **Twitter:** @CopperInc (2,379 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/copper-inc/ (305 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small-Business, 18% Mid-Market #### What Are Copper's Pros and Cons? **Pros:** - Ease of Use (25 reviews) - Gmail Integration (16 reviews) - Integration (16 reviews) - Integrations (14 reviews) - Seamless Integration (13 reviews) **Cons:** - Limited Features (10 reviews) - Expensive (9 reviews) - Missing Features (9 reviews) - Integration Issues (8 reviews) - Limited Customization (7 reviews) ### What Do G2 Reviewers Say About Copper? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Copper, benefiting from its seamless integration with Google Workspace. - Users value the **seamless Gmail integration** of Copper, enhancing efficiency in contact management and engagement. - Users value Copper's **seamless integration** with Google Workspace, enhancing efficiency in contact and pipeline management. - Users value the **seamless integration** with Google Workspace, streamlining contact management and enhancing email engagement efficiently. - Users value the **seamless integration** of Copper with Google Workspace, enhancing workflow and reducing manual efforts. **Cons:** - Users note the **limited features** of Copper, restricting customization and advanced reporting compared to larger enterprise CRMs. - Users find the **pricing for features and currency changes** to be prohibitively high, impacting overall value. - Users find Copper lacking in **advanced features** like automation and robust customer support, making tasks cumbersome. - Users find **integration issues** with Google Voice and document management complicate their workflow and increase workload significantly. - Users find **limited customization** options in Copper, making it less adaptable for complex organizational needs. #### What Are Recent G2 Reviews of Copper? **"[Copper CRM Streamlined Our Workflow with Fast Search, Smart Automations, and Great Visibility](https://www.g2.com/survey_responses/copper-review-12822250)"** **Rating:** 5.0/5.0 stars *— Matt M.* [Read full review](https://www.g2.com/survey_responses/copper-review-12822250) --- **"[GDPR-Compliant CRM with Room for Improvement](https://www.g2.com/survey_responses/copper-review-13042800)"** **Rating:** 4.0/5.0 stars *— Martha B.* [Read full review](https://www.g2.com/survey_responses/copper-review-13042800) --- #### What Are G2 Users Discussing About Copper? - [What is Copper used for?](https://www.g2.com/discussions/what-is-copper-used-for) - [What is copper app?](https://www.g2.com/discussions/what-is-copper-app) - 1 comment - [How is copper used in CRM?](https://www.g2.com/discussions/how-is-copper-used-in-crm) - 1 comment - [What is copper CRM?](https://www.g2.com/discussions/what-is-copper-crm) - 2 comments ### 9. [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) Constant Contact Advanced Automation helps you send the right message at the right time. From Social to SMS and email to ecommerce, we deliver tools to help you build deeper relationships with your audience. Our powerful digital marketing platform helps you be more efficient with your marketing so you can focus on your building your business. Engage Your Audience where They are with Multi-Channel Campaigns - Create comprehensive marketing campaigns with just a few clicks. Our Campaign Builder tool will help you launch a multi-channel campaign across email, social, and SMS to help you achieve your goals. Get Started Fast With Pre-Built Automation Templates - Setup your automations quickly with pre-built automation templates to help you send timely SMS and email messages. Easily Manage Your Contacts - Manage customer segments automatically using customer tags. Then, trigger automations based on how customers engage with your businesses. Automate Your Messaging - Deliver timely, relevant content with SMS and email marketing automation using our drag-and-drop Automation Path Builder. Make sure that your audience receives the right message, at the right time: automatically. Learn more at www.constantcontact.com **Average Rating:** 4.4/5.0 **Total Reviews:** 938 **How Do G2 Users Rate Constant Contact Advanced Automation?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Constant Contact Advanced Automation?** - **Seller:** [Constant Contact](https://www.g2.com/sellers/constant-contact-5aaee82b-8325-4eeb-b7b7-15fada778076) - **Year Founded:** 1995 - **HQ Location:** Waltham, US - **Twitter:** @ConstantContact (67,137 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/constant-contact/ (1,147 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Marketing Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 80% Small-Business, 17% Mid-Market #### What Are Constant Contact Advanced Automation's Pros and Cons? **Pros:** - Ease of Use (49 reviews) - Email Marketing (35 reviews) - Automation (31 reviews) - Time-saving (27 reviews) - Automation Features (25 reviews) **Cons:** - Limited Customization (21 reviews) - Missing Features (20 reviews) - Limited Features (19 reviews) - Automation Issues (9 reviews) - Editing Issues (9 reviews) ### What Do G2 Reviewers Say About Constant Contact Advanced Automation? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Constant Contact Advanced Automation, making email marketing simple and efficient. - Users appreciate the **automatic posting and email automation** features of Constant Contact, streamlining their workflow efficiently. - Users love the **automation features** of Constant Contact, making email management effortless during busy times. - Users find the **time-saving automation** of Constant Contact invaluable for managing email sequences effortlessly. - Users appreciate the **advanced automation tools** for seamless cold outreach and effective lead nurturing. **Cons:** - Users find that the **limited customization** options hinder their ability to fully tailor the automation features. - Users express frustration with the **missing features** in Constant Contact's Advanced Automation, impacting customization and editing capabilities. - Users find the **limited features** of Constant Contact Advanced Automation restrict workflow customization and deeper analytics. - Users find the **automation issues** in Constant Contact Advanced Automation hinder effective workflow management and limit functionality. - Users experience **editing issues** with Constant Contact, facing frustration from glitches and limited customization options. #### What Are Recent G2 Reviews of Constant Contact Advanced Automation? **"[Simple, All-in-One Marketing Platform with Easy Email Campaigns](https://www.g2.com/survey_responses/constant-contact-advanced-automation-review-11542733)"** **Rating:** 4.0/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/constant-contact-advanced-automation-review-11542733) --- **"[Easy Set-Up, Multi-Domain Capability](https://www.g2.com/survey_responses/constant-contact-advanced-automation-review-8969236)"** **Rating:** 5.0/5.0 stars *— James C.* [Read full review](https://www.g2.com/survey_responses/constant-contact-advanced-automation-review-8969236) --- #### What Are G2 Users Discussing About Constant Contact Advanced Automation? - [What is SharpSpring used for?](https://www.g2.com/discussions/what-is-sharpspring-used-for) - [How do I cancel SharpSpring?](https://www.g2.com/discussions/how-do-i-cancel-sharpspring) - 1 comment - [How much does SharpSpring cost?](https://www.g2.com/discussions/how-much-does-sharpspring-cost) - 1 comment, 1 upvote - [Is SharpSpring a CRM?](https://www.g2.com/discussions/is-sharpspring-a-crm) - 1 comment - [What is SharpSpring?](https://www.g2.com/discussions/what-is-sharpspring) - 2 comments ### 10. [Oracle EBS CRM](https://www.g2.com/products/oracle-ebs-crm/reviews) Oracle E-Business Suite (EBS) Customer Relationship Management (CRM) is a comprehensive suite of applications designed to manage and enhance customer interactions across various channels. It integrates sales, marketing, and service functionalities to provide a unified approach to customer relationship management. By leveraging Oracle EBS CRM, organizations can streamline business processes, improve customer satisfaction, and drive revenue growth. Key Features and Functionality: - Sales Management: Automates the sales process, from lead generation to order fulfillment, ensuring efficient tracking and management of sales activities. - Marketing Automation: Facilitates the planning, execution, and analysis of marketing campaigns, enabling targeted outreach and improved marketing ROI. - Service Management: Provides tools for managing customer service operations, including call centers and field service, to deliver timely and effective support. - Order Capture and Quoting: Streamlines the order management process by integrating quoting and order capture functionalities, reducing errors and accelerating order processing. - Customer Data Management: Maintains a centralized repository of customer information, ensuring data consistency and providing a 360-degree view of customer interactions. Primary Value and Solutions Provided: Oracle EBS CRM addresses the need for a cohesive and integrated approach to managing customer relationships. By unifying sales, marketing, and service processes, it enables organizations to: - Enhance Customer Satisfaction: Deliver personalized and timely interactions, leading to improved customer loyalty and retention. - Increase Operational Efficiency: Automate and streamline business processes, reducing manual efforts and operational costs. - Drive Revenue Growth: Optimize sales and marketing strategies through data-driven insights, leading to increased sales opportunities and higher conversion rates. - Ensure Data Consistency: Maintain accurate and up-to-date customer information across all departments, facilitating informed decision-making and strategic planning. By implementing Oracle EBS CRM, organizations can achieve a holistic view of their customer interactions, leading to more effective engagement strategies and a competitive edge in the marketplace. **Average Rating:** 3.9/5.0 **Total Reviews:** 239 **How Do G2 Users Rate Oracle EBS CRM?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (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 Oracle EBS CRM?** - **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:** Retail, Information Technology and Services - **Company Size:** 46% Enterprise, 31% Mid-Market #### What Are Oracle EBS CRM's Pros and Cons? **Pros:** - Integration (4 reviews) - Seamless Integration (3 reviews) - Customer Management (2 reviews) - Customer Support (2 reviews) - Efficiency (2 reviews) **Cons:** - Learning Curve (3 reviews) - High Complexity (2 reviews) - Limited Features (2 reviews) - Not User-Friendly (2 reviews) - Connectivity Issues (1 reviews) ### What Do G2 Reviewers Say About Oracle EBS CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **seamless integration** of Oracle EBS CRM, enhancing efficiency and visibility across all customer interactions. - Users appreciate the **seamless integration** of Oracle EBS CRM, enhancing visibility and coordination across business processes. - Users appreciate the **comprehensive coverage** of Oracle EBS CRM, enhancing relationships without needing separate tools. - Users value the **integrated customer support** offered by Oracle EBS CRM, fostering strong customer relationships effortlessly. - Users value the **enhanced efficiency** of Oracle EBS CRM, streamlining processes and improving cross-department collaboration. **Cons:** - Users find the **learning curve steep** , struggling with an outdated interface and complex configurations that hinder productivity. - Users find the **high complexity** of Oracle EBS CRM frustrating, hindering usability and slowing down overall system performance. - Users note the **limited features** in Oracle EBS CRM, impacting usability and overall satisfaction in daily tasks. - Users find the **interface not user-friendly** , leading to frustration and dependence on technical support for customizations. - Users face **connectivity issues** with Oracle EBS CRM, hindering remote work without relying on third-party solutions. #### What Are Recent G2 Reviews of Oracle EBS CRM? **"[Centralized Customer Data and Strong Oracle Integration for Efficient CRM Management](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12639434)"** **Rating:** 4.5/5.0 stars *— Jalakh B.* [Read full review](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12639434) --- **"[Fast, Extensive Support But a little costly.](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12650358)"** **Rating:** 4.5/5.0 stars *— Jithin G.* [Read full review](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12650358) --- #### What Are G2 Users Discussing About Oracle EBS CRM? - [What is Oracle EBS CRM used for?](https://www.g2.com/discussions/what-is-oracle-ebs-crm-used-for) - 1 comment - [Is NetSuite a CRM?](https://www.g2.com/discussions/is-netsuite-a-crm) - [What CRM does Oracle use?](https://www.g2.com/discussions/oracle-ebs-crm-what-crm-does-oracle-use) - 2 comments - [What is Oracle EBS system?](https://www.g2.com/discussions/what-is-oracle-ebs-system) - 2 comments - [Does Oracle have a CRM?](https://www.g2.com/discussions/does-oracle-have-a-crm) - 2 comments ### 11. [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) SuperOffice is a leading European CRM provider, guided by our mission to be Europe’s most loved CRM. We help growing businesses build valuable, effortless customer relationships with our award-winning CRM platform for sales, marketing and customer service. Tailored specifically for B2B professionals, SuperOffice equips organizations with the necessary tools and insights to effectively understand and respond to customer needs. Available on both desktop and mobile platforms, this CRM solution streamlines the customer journey, enhances personalized communication, and ultimately boosts customer satisfaction, regardless of location. SuperOffice CRM is particularly beneficial for sales teams, marketing departments, and customer service representatives. These professionals require a centralized platform to manage interactions and data, making SuperOffice an ideal choice for organizations aiming to improve productivity and prioritize customer engagement. The software supports a wide range of use cases, including tracking sales leads, managing marketing campaigns, providing customer support, and analyzing customer feedback, making it an essential tool for any organization focused on a customer-centric approach. Key features of SuperOffice CRM include robust contact management, sales automation, and advanced reporting capabilities. The contact management system allows users to efficiently store and organize customer information, ensuring easy access to crucial data when needed. Sales automation tools streamline the sales process by automating repetitive tasks, enabling sales professionals to concentrate on relationship-building rather than administrative duties. Additionally, the reporting features deliver valuable insights into customer behavior and sales performance, empowering teams to make informed, data-driven decisions. The Board view feature allows sales representatives and managers to maintain an overview of all sales activities, facilitating quicker sales cycles. For marketers, SuperOffice CRM enhances the customer journey through automated lead management and workflows, utilizing smart triggers to optimize marketing efforts. The platform also supports AI-powered content creation, enabling users to generate personalized images, copy, and calls-to-action (CTAs). This capability allows marketers to strengthen relationships and maintain effective communication at every customer touchpoint. Service teams can leverage SuperOffice CRM to provide efficient and consistent support by unifying customer information and interaction history. The organized request management system categorizes inquiries clearly, speeding up response times. Features such as autoreplies and response templates further enhance communication efficiency, while built-in reporting and analytics offer insights to continuously improve service quality. SuperOffice CRM stands out as a versatile and powerful tool that addresses the diverse needs of businesses looking to enhance their customer relationships. **Average Rating:** 4.4/5.0 **Total Reviews:** 176 **How Do G2 Users Rate SuperOffice CRM?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind SuperOffice CRM?** - **Seller:** [SuperOffice AS](https://www.g2.com/sellers/superoffice-as) - **Company Website:** https://www.superoffice.com - **Year Founded:** 1990 - **HQ Location:** Oslo, Oslo - **Twitter:** @SuperOffice (779 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/superoffice-as/ (316 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Wholesale, Computer Software - **Company Size:** 59% Small-Business, 34% Mid-Market #### What Are SuperOffice CRM's Pros and Cons? **Pros:** - Ease of Use (31 reviews) - Intuitive (13 reviews) - Customer Support (12 reviews) - Helpful (11 reviews) - User-Friendly (11 reviews) **Cons:** - Bugs (5 reviews) - Time-Consuming (5 reviews) - Integration Issues (4 reviews) - Missing Features (4 reviews) - Connectivity Issues (3 reviews) ### What Do G2 Reviewers Say About SuperOffice CRM? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** in SuperOffice CRM, highlighting its intuitive navigation and customizable features. - Users find SuperOffice CRM to be **very intuitive** , making it easy to navigate and manage company communications. - Users highly value the **quick and helpful customer support** provided by SuperOffice CRM, enhancing their overall experience. - Users value the **helpful support** of SuperOffice CRM, appreciating the quick response and effective communication from the teams. - Users highlight the **user-friendly design** of SuperOffice CRM, making customer management intuitive and efficient. **Cons:** - Users face **persistent bugs** in SuperOffice CRM, particularly with the Android app and slow updates for fixes. - Users find the **time-consuming onboarding process** cumbersome, making it hard to integrate addons efficiently. - Users face **integration issues** with SuperOffice CRM, lacking connections to essential secondary systems and encountering bugs on Android. - Users desire the addition of **missing features** in SuperOffice CRM, hindering marketing functionality and overall user experience. - Users experience **connectivity issues** with SuperOffice CRM, leading to delays and complications during document editing and uploads. #### What Are Recent G2 Reviews of SuperOffice CRM? **"[Intuitive and great support](https://www.g2.com/survey_responses/superoffice-crm-review-8622654)"** **Rating:** 5.0/5.0 stars *— Pär G.* [Read full review](https://www.g2.com/survey_responses/superoffice-crm-review-8622654) --- **"[Simple, Versatile CRM and Contract Management with SO](https://www.g2.com/survey_responses/superoffice-crm-review-12971029)"** **Rating:** 5.0/5.0 stars *— Åge P.* [Read full review](https://www.g2.com/survey_responses/superoffice-crm-review-12971029) --- ### 12. [Mekari Qontak](https://www.g2.com/products/mekari-qontak/reviews) Mekari Qontak is a leading and expert provider of enterprise Omnichannel CRM technology leveraging scalable API technology. Built on a SaaS model, Qontak enables businesses to rapidly grow their sales, customer service and operations. Our solutions empower businesses using WhatsApp & Instagram, social media, e-commerce, voice calls, KPIs and offline activities within a unified SaaS CRM technology. **Average Rating:** 4.7/5.0 **Total Reviews:** 31 **How Do G2 Users Rate Mekari Qontak?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Mekari Qontak?** - **Seller:** [Mekari](https://www.g2.com/sellers/mekari) - **Year Founded:** 2015 - **HQ Location:** Jakarta Pusat, ID - **Twitter:** @mekaricom (168 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/mekari/ (1,688 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 55% Mid-Market, 35% Small-Business #### What Are Mekari Qontak's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Integration (4 reviews) - User Interface (4 reviews) - Customer Support (3 reviews) - Intuitive (3 reviews) **Cons:** - Complex Setup (1 reviews) - Connectivity Issues (1 reviews) - Expertise Required (1 reviews) - Incomplete Information (1 reviews) - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About Mekari Qontak? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Mekari Qontak, thanks to its friendly UI/UX for effective conversations. - Users find the **seamless integration** of Mekari Qontak with WhatsApp API enhances customer interaction and workflow efficiency. - Users appreciate the **user-friendly interface** of Mekari Qontak, making chat and marketing management effortless and efficient. - Users commend the **responsive and dependable customer support** of Mekari Qontak, ensuring smooth operations during onboarding and beyond. - Users appreciate the **intuitive interface** of Mekari Qontak, which simplifies remote work and enhances customer interaction. **Cons:** - Users find the **complex setup** of advanced custom reports takes time, though they deliver actionable insights. - Users often face **connectivity issues** with Mekari Qontak, leading to performance declines and inactive status on devices. - Users find that **expertise is required** for configuring advanced reports in Mekari Qontak, but appreciate the actionable insights. - Users note the **incomplete information** in reporting and analytics, hindering effective campaign performance measurement. - Users face **integration issues** with Mekari Qontak, limiting WhatsApp Business use exclusively to its platform. #### What Are Recent G2 Reviews of Mekari Qontak? **"[Mekari Qontak Centralizes Channels for Faster, Clearer Customer Communication](https://www.g2.com/survey_responses/mekari-qontak-review-12750544)"** **Rating:** 5.0/5.0 stars *— chatelia n.* [Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12750544) --- **"[Mekari Qontak Makes Customer Communication Faster and More Organized](https://www.g2.com/survey_responses/mekari-qontak-review-12430999)"** **Rating:** 5.0/5.0 stars *— Yosua B.* [Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12430999) --- #### What Are G2 Users Discussing About Mekari Qontak? - [What is Qontak by Mekari used for?](https://www.g2.com/discussions/what-is-qontak-by-mekari-used-for) - 1 comment ### 13. [Creatio](https://www.g2.com/products/creatio/reviews) Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 315 **How Do G2 Users Rate Creatio?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Creatio?** - **Seller:** [Creatio](https://www.g2.com/sellers/creatio) - **Company Website:** https://www.creatio.com - **Year Founded:** 2014 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Creatio_Global (3,977 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/creatioglobal/ (1,150 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Small-Business, 42% Mid-Market #### What Are Creatio's Pros and Cons? **Pros:** - Ease of Use (32 reviews) - Efficiency (21 reviews) - Customizability (19 reviews) - Customization (19 reviews) - Customization Options (17 reviews) **Cons:** - Learning Curve (10 reviews) - Missing Features (10 reviews) - Limited Features (8 reviews) - Limited Customization (6 reviews) - Limited Options (5 reviews) ### What Do G2 Reviewers Say About Creatio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Creatio, enabling quick implementation and seamless customization for their business needs. - Users value the **efficiency** of Creatio, enabling quick implementation and seamless customization for their business needs. - Users value the **customizability** of Creatio, enabling tailored processes and effective support for business needs. - Users appreciate the **facility to customize** Creatio, allowing for tailored solutions that enhance business processes and efficiency. - Users value the **extensive customization options** of Creatio, enhancing their ability to tailor solutions to specific needs. **Cons:** - Users find the **learning curve steep** , often needing training and support to effectively use Creatio. - Users are disappointed by the **missing features** in Creatio, particularly in advanced analytics and contact upload options. - Users find **limited features** in Creatio, particularly in analytics and marketplace app selection, hindering comprehensive functionality. - Users find **limited customization** options in Creatio, hindering the ability to tailor designs to specific needs. - Users find **limited options** in Creatio hinder flexibility, particularly for service businesses needing custom solutions and efficient contact uploads. #### What Are Recent G2 Reviews of Creatio? **"[Empowers Customer Focus with Flexible, Bank-Ready Workflows](https://www.g2.com/survey_responses/creatio-review-12953782)"** **Rating:** 4.5/5.0 stars *— Tanner W.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12953782) --- **"[Quick Setup, No-Code Magic, But ALM Needs Improvement](https://www.g2.com/survey_responses/creatio-review-12953072)"** **Rating:** 5.0/5.0 stars *— Jarema P.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12953072) --- #### What Are G2 Users Discussing About Creatio? - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment ### 14. [Zoho CRM Plus](https://www.g2.com/products/zoho-crm-plus-2018-12-06/reviews) Zoho CRM Plus is a unified customer experience platform that helps you bridge the gap between your sales, marketing, and customer service teams and deliver an exceptional customer experience. It combines sales automation, visitor tracking, intelligent chat bots, customer service, project management, email marketing, social media, customer surveys, built-in AI, and unified analytics—all on one platform. **Average Rating:** 4.4/5.0 **Total Reviews:** 128 **How Do G2 Users Rate Zoho CRM Plus?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Zoho CRM Plus?** - **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:** Data Analyst - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 54% Small-Business, 36% Mid-Market #### What Are Zoho CRM Plus's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Efficiency (18 reviews) - Integrations (16 reviews) - Automation (15 reviews) - Integration (14 reviews) **Cons:** - Learning Curve (23 reviews) - Overwhelming Experience (9 reviews) - Not Intuitive (8 reviews) - Limited Customization (7 reviews) - Overwhelming (7 reviews) ### What Do G2 Reviewers Say About Zoho CRM Plus? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Zoho CRM Plus, enjoying seamless integration to enhance their workflow efficiently. - Users find **efficiency** in Zoho CRM Plus, as it unifies sales, marketing, and support, simplifying team collaboration. - Users value the **seamless integrations** of Zoho CRM Plus, allowing easy access to all customer engagement functions in one platform. - Users value the **automation features** of Zoho CRM Plus, which streamline processes and enhance team efficiency. - Users love the **seamless integration** of Zoho CRM Plus, enhancing team collaboration and streamlining customer engagement. **Cons:** - Users experience a significant **learning curve** with Zoho CRM Plus, requiring patience and proper training for effective use. - Users often find Zoho CRM Plus to be an **overwhelming experience** due to its extensive features and steep learning curve. - Users find the **non-intuitive setup** of Zoho CRM Plus challenging, requiring time and patience to navigate effectively. - Users note the **limited customization** in lower tiers, hindering advanced features and requiring higher-priced plans for full access. - Users find the **interface overwhelming** initially, facing a steep learning curve and complex setup with numerous tools. #### What Are Recent G2 Reviews of Zoho CRM Plus? **"[Highly Customizable CRM That Centralizes Data and Automates Follow-Ups](https://www.g2.com/survey_responses/zoho-crm-plus-review-12746508)"** **Rating:** 5.0/5.0 stars *— Jena R.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-12746508) --- **"[Comprehensive CRM with Intuitive UI and Effective Automation](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057)"** **Rating:** 4.5/5.0 stars *— Jeni J.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057) --- #### What Are G2 Users Discussing About Zoho CRM Plus? - [What are key features of a CRM system?](https://www.g2.com/discussions/zoho-crm-plus-what-are-key-features-of-a-crm-system) - 1 comment - [What features Zoho?](https://www.g2.com/discussions/zoho-crm-plus-what-features-zoho) - [What apps come with Zoho CRM Plus?](https://www.g2.com/discussions/what-apps-come-with-zoho-crm-plus) - 2 comments - [What is included with Zoho plus?](https://www.g2.com/discussions/what-is-included-with-zoho-plus) ### 15. [Nimble CRM](https://www.g2.com/products/nimble/reviews) Nimble is a relationship-focused CRM for your entire team. With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler. Nimble effortlessly integrates with both Microsoft 365 and Google Workspace, gathering contacts and leads from all your platforms, while our automation tools handle the busy work. Focus on what matters most – growing your business and nurturing relationships, as Nimble streamlines your workflow for maximum productivity. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,062 **How Do G2 Users Rate Nimble CRM?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Nimble CRM?** - **Seller:** [Nimble](https://www.g2.com/sellers/nimble) - **Year Founded:** 2008 - **HQ Location:** Santa Monica, CA - **Twitter:** @Nimble (15,980 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nimblecrm/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 75% Small-Business, 16% Mid-Market #### What Are Nimble CRM's Pros and Cons? **Pros:** - Ease of Use (35 reviews) - Integrations (21 reviews) - Helpful (20 reviews) - Intuitive (19 reviews) - Customer Support (17 reviews) **Cons:** - Missing Features (13 reviews) - Limited Features (9 reviews) - Expensive (8 reviews) - Integration Issues (6 reviews) - Limited Customization (6 reviews) ### What Do G2 Reviewers Say About Nimble CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Nimble CRM's **ease of use** and quick integration invaluable for managing customer information efficiently. - Users value the **easy integrations** of Nimble CRM, enhancing functionality with seamless connectivity to various apps. - Users value the **helpful customer support** of Nimble CRM, facilitating quick assistance for effective usage. - Users value the **intuitive design** of Nimble CRM, enabling effortless information management and seamless integrations. - Users praise the **quick and responsive customer support** of Nimble CRM, enhancing their overall experience and efficiency. **Cons:** - Users feel the **email automation features are missing** , limiting customization and functionality compared to other products. - Users express frustration with Nimble CRM's **limited features** , particularly in automation and app functionality. - Users find Nimble CRM **expensive** compared to cheaper and free alternatives, especially with additional costs for features and contacts. - Users face **integration issues** with Nimble CRM, struggling with syncing data across different platforms and workflows. - Users find the **limited customization options** hinder their ability to tailor Nimble CRM to specific needs. #### What Are Recent G2 Reviews of Nimble CRM? **"[It Keeps Follow-Ups, Tasks, and Client Communication More Organized](https://www.g2.com/survey_responses/nimble-crm-review-12878240)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/nimble-crm-review-12878240) --- **"[Unified Contact Communication with Easy Onboarding, Kanban Pipelines, and a Great UI](https://www.g2.com/survey_responses/nimble-crm-review-12854974)"** **Rating:** 4.5/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/nimble-crm-review-12854974) --- #### What Are G2 Users Discussing About Nimble CRM? - [What is Nimble used for?](https://www.g2.com/discussions/what-is-nimble-used-for) - 1 comment - [What are the benefits of HPE Nimble Storage?](https://www.g2.com/discussions/what-are-the-benefits-of-hpe-nimble-storage) - [Is nimble free?](https://www.g2.com/discussions/is-nimble-free) - 1 comment - [What is Nimble CRM?](https://www.g2.com/discussions/what-is-nimble-crm) - 1 comment - [What is nimble software?](https://www.g2.com/discussions/what-is-nimble-software) - 2 comments, 1 upvote ### 16. [SuiteDash](https://www.g2.com/products/suitedash/reviews) More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one. **Average Rating:** 4.8/5.0 **Total Reviews:** 606 **How Do G2 Users Rate SuiteDash?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind SuiteDash?** - **Seller:** [SuiteDash](https://www.g2.com/sellers/suitedash) - **Year Founded:** 2012 - **HQ Location:** Research Triangle Park, NC - **Twitter:** @SuiteDash (1,174 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/suitedash/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 98% Small-Business, 1% Mid-Market #### What Are SuiteDash's Pros and Cons? **Pros:** - Customer Support (20 reviews) - Features (20 reviews) - Easy Setup (17 reviews) - Automation (16 reviews) - Customization (16 reviews) **Cons:** - Learning Curve (24 reviews) - Steep Learning Curve (18 reviews) - Learning Difficulty (9 reviews) - Complex Setup (6 reviews) - Limited Customization (5 reviews) ### What Do G2 Reviewers Say About SuiteDash? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **responsive customer support** of SuiteDash, feeling supported and empowered in their business operations. - Users love the **comprehensive and integrated features** of SuiteDash, streamlining their workflows while enhancing professionalism. - Users find SuiteDash's **easy setup** essential for daily business operations and appreciate its seamless integration. - Users love the **automation features** of SuiteDash, which streamline operations and enhance daily workflows effectively. - Users love the **customization options** in SuiteDash, allowing them to tailor the platform to fit their unique business needs. **Cons:** - Users find the **learning curve steep** , requiring time and patience to effectively navigate the platform's features. - Users find the **learning curve steep** , requiring time and patience to fully grasp SuiteDash's extensive features. - Users find the **learning difficulty** challenging initially due to the platform's complexity and lengthy setup processes. - Users find the **complex setup** of SuiteDash challenging initially, though tutorials help ease the learning curve. - Users find the **limited customization options** frustrating, as they desire more flexibility in personalizing their experience. #### What Are Recent G2 Reviews of SuiteDash? **"[Client Portal the way it should be.](https://www.g2.com/survey_responses/suitedash-review-8129930)"** **Rating:** 5.0/5.0 stars *— Duane E.* [Read full review](https://www.g2.com/survey_responses/suitedash-review-8129930) --- **"[SuiteDash: Intuitive, Reliable All-in-One with Huge ROI for Solo Operators](https://www.g2.com/survey_responses/suitedash-review-12715474)"** **Rating:** 5.0/5.0 stars *— mike l.* [Read full review](https://www.g2.com/survey_responses/suitedash-review-12715474) --- #### What Are G2 Users Discussing About SuiteDash? - [What is SuiteDash used for?](https://www.g2.com/discussions/what-is-suitedash-used-for) ### 17. [SalesCaptain](https://www.g2.com/products/salescaptain-inc-salescaptain/reviews) SalesCaptain is an all-in-one communication platform with a chat based AI agent builder, designed for modern businesses. It unifies phone calls, texting, webchat, and social media messaging into a single collaborative inbox. With SalesCaptain, you can easily create AI-powered phone and text agents to handle calls, answer queries, route leads, filter spam, and automate tasks — all without any technical expertise. SalesCaptain also includes a suite of built-in business apps for managing reviews, appointments, lead stages, team leaderboards, and more — giving you everything you need to streamline customer engagement and team performance in one platform. Build drag-and-drop automations, connect with 50+ popular platforms like HubSpot, Booker, Clio, and ServiceFusion, or go deeper with API, webhooks, and Zapier support. Whether you're a startup or a multi-location enterprise, SalesCaptain helps you scale communication and customer engagement with ease. **Average Rating:** 4.3/5.0 **Total Reviews:** 222 **How Do G2 Users Rate SalesCaptain?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind SalesCaptain?** - **Seller:** [SalesCaptain](https://www.g2.com/sellers/salescaptain-0ad71d1f-2581-417b-b396-fc2e2582d6e6) - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @SalesCaptainInc (157 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/salescaptainhq (25 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Marketing Manager, Operations Manager - **Top Industries:** Marketing and Advertising, Retail - **Company Size:** 71% Small-Business, 27% Mid-Market #### What Are SalesCaptain's Pros and Cons? **Pros:** - Automation (62 reviews) - Communication (54 reviews) - Ease of Use (49 reviews) - Helpful (41 reviews) - Communication Improvement (40 reviews) **Cons:** - Steep Learning Curve (40 reviews) - Time-Consuming (20 reviews) - Limited Reporting (18 reviews) - Limited Customization (17 reviews) - Learning Curve (15 reviews) ### What Do G2 Reviewers Say About SalesCaptain? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation features** of SalesCaptain, enhancing workflow and maintaining customer engagement effortlessly. - Users value the **clear and consistent communication** from SalesCaptain, enhancing client experience and organization significantly. - Users appreciate the **ease of use** of SalesCaptain, streamlining client communication and enhancing organization and efficiency. - Users appreciate SalesCaptain for its **immediate response capability** , ensuring no leads go cold during busy times. - Users appreciate the **clear and consistent communication** from SalesCaptain, enhancing client experience and building trust. **Cons:** - Users note a **steep learning curve** for initial setup, making customization and advanced features challenging at first. - Users find the **time-consuming onboarding** process frustrating, particularly for larger teams and new users of SalesCaptain. - Users desire **more sophisticated reporting** in SalesCaptain to better analyze key performance metrics and gain insights. - Users express frustration over **limited customization** , wishing for more flexibility in dashboards and reporting options. - Users note a **steep learning curve** for initial setup and advanced configuration, requiring time to adjust to features. #### What Are Recent G2 Reviews of SalesCaptain? **"[Improving Team Coordination Every Day](https://www.g2.com/survey_responses/salescaptain-review-13150097)"** **Rating:** 4.5/5.0 stars *— Marlon B.* [Read full review](https://www.g2.com/survey_responses/salescaptain-review-13150097) --- **"[Making Customer Communication More Manageable](https://www.g2.com/survey_responses/salescaptain-review-13149879)"** **Rating:** 4.5/5.0 stars *— Carl W.* [Read full review](https://www.g2.com/survey_responses/salescaptain-review-13149879) --- ### 18. [Salesmate](https://www.g2.com/products/salesmate/reviews) Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage. **Average Rating:** 4.7/5.0 **Total Reviews:** 114 **How Do G2 Users Rate Salesmate?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Salesmate?** - **Seller:** [Salesmate](https://www.g2.com/sellers/salesmate) - **Company Website:** https://www.salesmate.io - **Year Founded:** 2016 - **HQ Location:** Charlotte, NC - **Twitter:** @SalesmateIO (2,114 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/salesmate/about (28 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 73% Small-Business, 14% Mid-Market #### What Are Salesmate's Pros and Cons? **Pros:** - Ease of Use (16 reviews) - Customer Support (15 reviews) - Features (14 reviews) - Helpful (12 reviews) - Automation (9 reviews) **Cons:** - Integration Issues (4 reviews) - Limited Features (4 reviews) - Missing Features (4 reviews) - Learning Curve (3 reviews) - Not Intuitive (3 reviews) ### What Do G2 Reviewers Say About Salesmate? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Salesmate, finding it intuitive and convenient for managing their sales functions. - Users commend Salesmate's **excellent customer support** , appreciating quick responses and a clean interface for enhanced experience. - Users love the **super clean interface** and **amazing customer care** that enhance their Salesmate experience. - Users appreciate the **amazing support** from Salesmate, which greatly enhances their user experience and confidence. - Users appreciate the **efficient automation features** of Salesmate, significantly saving time and enhancing productivity during the sales process. **Cons:** - Users encounter **integration issues** with Salesmate, affecting workflow automation and third-party compatibility experiences. - Users find the **limited features** of Salesmate challenging, particularly regarding advanced configurations and third-party integrations. - Users find **missing features** in Salesmate, particularly in customer support, email management, and mobile functionality. - Users face a **learning curve** for advanced configurations, requiring significant involvement from technical support initially. - Users find Salesmate to be **not intuitive** , requiring technical help for advanced configurations and setup adjustments. #### What Are Recent G2 Reviews of Salesmate? **"[Dream Team](https://www.g2.com/survey_responses/salesmate-review-12820899)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/salesmate-review-12820899) --- **"[The first CRM that actually keeps up with my deal flow](https://www.g2.com/survey_responses/salesmate-review-12970513)"** **Rating:** 5.0/5.0 stars *— Verified User in Real Estate* [Read full review](https://www.g2.com/survey_responses/salesmate-review-12970513) --- #### What Are G2 Users Discussing About Salesmate? - [Is HubSpot free?](https://www.g2.com/discussions/is-hubspot-free) - [Who owns Salesmate?](https://www.g2.com/discussions/who-owns-salesmate) - 1 comment - [Is Salesmate good?](https://www.g2.com/discussions/is-salesmate-good) - 1 comment - [How does Salesmate work?](https://www.g2.com/discussions/how-does-salesmate-work) ### 19. [Knack](https://www.g2.com/products/knack/reviews) Knack is an AI-powered no-code platform for building custom, database-driven applications, internal tools, and portals. Businesses use Knack to create systems that manage data, automate workflows, and support day-to-day operations, all in one place. The platform combines a built-in relational database, AI app builder, customizable forms, and workflow automation. Users can define their data model, create user roles, and control access with granular permissions. Applications can be deployed as internal tools or external portals, and embedded into existing websites. Knack supports a wide range of use cases, including customer and vendor portals, custom CRMs, project and task management systems, inventory tracking, logistics and supply chain tools, membership and volunteer management, and government operations. Teams can start from scratch, from a template, or use AI to build fully custom applications tailored to their processes. Knack's healthcare-specific offering, Knack Health, allows organizations to build secure, HIPAA-compliant applications for patient intake, scheduling, care coordination, and operational workflows. The platform supports role-based permissions, record history logs, and secure data handling for protected health information (PHI), with a signed business associate agreement (BAA) available for covered entities. For more advanced use cases, developers can extend applications using a REST API, custom CSS, and JavaScript. Knack also supports integrations with 500+ third-party tools to fit into existing workflows. Knack is designed for flexibility and scale, making it a fit for SMBs, nonprofits, and enterprise teams that need systems tailored to how their business actually operates. **Average Rating:** 4.3/5.0 **Total Reviews:** 111 **How Do G2 Users Rate Knack?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Knack?** - **Seller:** [Knack](https://www.g2.com/sellers/knack) - **Year Founded:** 2010 - **HQ Location:** New York, NY - **Twitter:** @knackhq (1,923 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/knackhq (89 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction, Information Technology and Services - **Company Size:** 57% Small-Business, 31% Mid-Market #### What Are Knack's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Intuitive (7 reviews) - Customer Support (6 reviews) - Ease of Learning (6 reviews) - Simplicity (6 reviews) **Cons:** - Missing Features (8 reviews) - Limited Customization (5 reviews) - Feature Limitations (4 reviews) - Limited Features (4 reviews) - Feature Issues (2 reviews) ### What Do G2 Reviewers Say About Knack? *AI-generated summary from verified user reviews* **Pros:** - Users value Knack's **ease of use** , finding it user-friendly for basic tasks and powerful in functionality. - Users find Knack to be **very intuitive** , allowing for quick app building and easy configuration even for beginners. - Users value the **quick response of customer support** in assisting them effectively with their Knack experience. - Users find Knack's platform **easy to learn** , aided by intuitive design and helpful onboarding support. - Users value Knack's **simplicity** , finding it easy to configure and perfect for managing complex tasks efficiently. **Cons:** - Users find the **missing features** in Knack, like search options and testing tools, significantly limit app development efficiency. - Users find **limited customization** in Knack, facing challenges with page organization and filtering in large apps. - Users face significant **feature limitations** , like absence of duplicate removal and poor page management in Knack applications. - Users find Knack has **limited features** such as inadequate tools and restricted filtering options in Builder. - Users encounter **feature issues** with Knack, such as limited developer tools and inadequate filtering for page management. #### What Are Recent G2 Reviews of Knack? **"[Knack Streamlines Workflows with Reliable Performance and Solid ROI](https://www.g2.com/survey_responses/knack-review-13076676)"** **Rating:** 4.5/5.0 stars *— Vineet S.* [Read full review](https://www.g2.com/survey_responses/knack-review-13076676) --- **"[Ten Year Knack user](https://www.g2.com/survey_responses/knack-review-9968994)"** **Rating:** 4.5/5.0 stars *— Verified User in Non-Profit Organization Management* [Read full review](https://www.g2.com/survey_responses/knack-review-9968994) --- #### What Are G2 Users Discussing About Knack? - [Is knack Hipaa compliant?](https://www.g2.com/discussions/is-knack-hipaa-compliant) - [What is knack help?](https://www.g2.com/discussions/what-is-knack-help) - [What is knack database?](https://www.g2.com/discussions/what-is-knack-database) - [What is knack software?](https://www.g2.com/discussions/what-is-knack-software) ### 20. [Salesflare](https://www.g2.com/products/salesflare/reviews) Salesflare is the intelligent CRM that small and medium-sized businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can't fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers. Salesflare works wherever you work and with whatever you are working with. Use it on desktop, mobile or just from a sidebar straight from your email inbox (Gmail and Outlook) and LinkedIn. Get even more out of Salesflare by integrating with 5000+ other productivity tools, such as Google Workspace, MailChimp, Trello and Slack. **Average Rating:** 4.8/5.0 **Total Reviews:** 296 **How Do G2 Users Rate Salesflare?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Salesflare?** - **Seller:** [Salesflare](https://www.g2.com/sellers/salesflare) - **Year Founded:** 2014 - **HQ Location:** N/A - **Twitter:** @salesflare (7,012 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Co-Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small-Business, 14% Mid-Market #### What Are Salesflare's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Helpful (13 reviews) - Time-saving (11 reviews) - Features (10 reviews) - Automation (9 reviews) **Cons:** - Missing Features (9 reviews) - Limited Features (6 reviews) - Limited Customization (3 reviews) - Reporting Issues (3 reviews) - Feature Issues (2 reviews) ### What Do G2 Reviewers Say About Salesflare? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Salesflare, enhancing their productivity with its intuitive interface and automation. - Users appreciate the **responsive support** and email capabilities of Salesflare, enhancing their CRM experience significantly. - Users love the **time-saving automation** of Salesflare, effortlessly managing interactions and streamlining workflows for higher efficiency. - Users love the **seamless automation** of Salesflare, boosting productivity and ensuring no lead is overlooked. - Users love the **automation features** of Salesflare, enhancing efficiency by streamlining workflows and capturing essential interactions effortlessly. **Cons:** - Users note the **missing features** in Salesflare may limit its appeal for teams needing advanced customization. - Users feel the **limited features** of Salesflare may not meet the needs of all companies effectively. - Users find **limited customization** options in Salesflare, making it less flexible than other CRM tools like Salesforce. - Users point out that **reporting issues** exist, with a desire for more advanced analytics capabilities. - Users find **limited customization options** in Salesflare, affecting their ability to tailor the CRM to their needs. #### What Are Recent G2 Reviews of Salesflare? **"[Responsive Human Support and Continuous Innovation That Keeps Getting Better](https://www.g2.com/survey_responses/salesflare-review-12974906)"** **Rating:** 4.5/5.0 stars *— Verified User in Media Production* [Read full review](https://www.g2.com/survey_responses/salesflare-review-12974906) --- **"[Simplistic Yet Powerful CRM with Stellar Support](https://www.g2.com/survey_responses/salesflare-review-12441506)"** **Rating:** 5.0/5.0 stars *— Matthew L.* [Read full review](https://www.g2.com/survey_responses/salesflare-review-12441506) --- ### 21. [Scoro](https://www.g2.com/products/scoro/reviews) Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale. **Average Rating:** 4.5/5.0 **Total Reviews:** 487 **How Do G2 Users Rate Scoro?** - **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:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Scoro?** - **Seller:** [Scoro](https://www.g2.com/sellers/scoro) - **Company Website:** https://www.scoro.com - **Year Founded:** 2013 - **HQ Location:** London - **Twitter:** @ScoroSoftware (8,204 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/294623/ (143 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 66% Small-Business, 25% Mid-Market #### What Are Scoro's Pros and Cons? **Pros:** - Ease of Use (54 reviews) - Project Management (49 reviews) - Project Tracking (43 reviews) - Time Tracking (38 reviews) - Task Management (35 reviews) **Cons:** - Learning Curve (28 reviews) - Not Intuitive (13 reviews) - Missing Features (12 reviews) - Steep Learning Curve (12 reviews) - Complexity (11 reviews) ### What Do G2 Reviewers Say About Scoro? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Scoro, benefiting from its streamlined all-in-one platform for various tasks. - Users value Scoro for its **integrated project management capabilities** , simplifying task tracking and business conversations significantly. - Users value the **comprehensive project tracking** in Scoro, enhancing management and profitability for their campaigns. - Users value the **efficient time tracking** feature of Scoro, enhancing productivity without adding complexity. - Users find the **task management features** of Scoro invaluable for integrating projects, budgets, and workflows in one platform. **Cons:** - Users find the **learning curve** challenging due to complexity and rigidity, impacting workflow efficiency during setup. - Users find Scoro's interface **not intuitive** , especially for tasks like creating PTO days and using the mobile app. - Users note the **missing features** in Scoro's mobile version and some integrations that limit functionality. - Users experience a **steep learning curve** with Scoro, challenging for new users due to its complexity and usability issues. - Users find Scoro's **complexity** necessitates extensive training, hindering the initial user experience despite its robust features. #### What Are Recent G2 Reviews of Scoro? **"[Absolutely essential for time and team management](https://www.g2.com/survey_responses/scoro-review-4620988)"** **Rating:** 4.5/5.0 stars *— Anna-Kaisa R.* [Read full review](https://www.g2.com/survey_responses/scoro-review-4620988) --- **"[Subtasks and dependencies made cross-functional delivery planning much easier](https://www.g2.com/survey_responses/scoro-review-13115286)"** **Rating:** 5.0/5.0 stars *— Yaroslav B.* [Read full review](https://www.g2.com/survey_responses/scoro-review-13115286) --- #### What Are G2 Users Discussing About Scoro? - [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for) - [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide) - [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project) - [How much does Scoro cost?](https://www.g2.com/discussions/how-much-does-scoro-cost) - [What are some unique features of project management software?](https://www.g2.com/discussions/scoro-what-are-some-unique-features-of-project-management-software) ### 22. [Sage CRM](https://www.g2.com/products/sage-crm/reviews) Sage CRM is specifically designed to help small and medium sized businesses like yours. It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business and not on their software. With Sage CRM, you can be up and running in just days. Most importantly, it's affordable—so you can be assured that you're getting the best possible value for your money. **Average Rating:** 3.8/5.0 **Total Reviews:** 131 **How Do G2 Users Rate Sage CRM?** - **Has the product been a good partner in doing business?:** 6.8/10 (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.:** 7.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Sage CRM?** - **Seller:** [Sage Software](https://www.g2.com/sellers/sage-software-d61a780c-4fb3-4781-9519-baa772f5ea91) - **Year Founded:** 1981 - **HQ Location:** Newcastle - **LinkedIn® Page:** https://www.linkedin.com/company/2802/ (15,579 employees on LinkedIn®) - **Ownership:** SGE.L - **Phone:** +1 (866) 996-7243 **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Mid-Market, 44% Small-Business #### What Are Sage CRM's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Customer Management (4 reviews) - Easy Access (4 reviews) - Easy Navigation (4 reviews) - User-Friendly (4 reviews) **Cons:** - Limited Customization (5 reviews) - Expertise Required (3 reviews) - Integration Issues (3 reviews) - Not User-Friendly (3 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About Sage CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **centralized information** in Sage CRM, which enhances tracking, collaboration, and customer relationship management. - Users value the **centralized customer information** in Sage CRM, enhancing collaboration and improving overall business efficiency. - Users value the **easy access** to centralized customer information, enhancing collaboration and efficiency across teams. - Users value the **easy navigation** of Sage CRM, enabling quick access to vital customer data and insights. - Users find Sage CRM **user-friendly** , enabling easy navigation, quick data access, and seamless invoicing experience. **Cons:** - Users find Sage CRM's **limited customization** challenging, requiring technical help and being time-consuming and tedious to set up. - Users find that **expertise is required** for setup and customization, leading to a steep learning curve. - Users face **integration issues** with Sage CRM, finding it limited in features and outdated in usability. - Users find Sage CRM **not user-friendly** , citing a confusing interface and cumbersome tasks that hinder efficiency. - Users find the **learning curve steep** with Sage CRM, as setup and customization demand technical expertise and time. #### What Are Recent G2 Reviews of Sage CRM? **"[Seamless Sage Integration That Bridges Sales and Finance](https://www.g2.com/survey_responses/sage-crm-review-12772192)"** **Rating:** 4.5/5.0 stars *— Vidur S.* [Read full review](https://www.g2.com/survey_responses/sage-crm-review-12772192) --- **"[Flexible and customizable, with solid integrations and detailed reports](https://www.g2.com/survey_responses/sage-crm-review-13122836)"** **Rating:** 4.0/5.0 stars *— Luis P.* [Read full review](https://www.g2.com/survey_responses/sage-crm-review-13122836) --- #### What Are G2 Users Discussing About Sage CRM? - [What is Sage CRM used for?](https://www.g2.com/discussions/what-is-sage-crm-used-for) ### 23. [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA). **Average Rating:** 3.8/5.0 **Total Reviews:** 1,462 **How Do G2 Users Rate Dynamics 365 Sales?** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Dynamics 365 Sales?** - **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft) - **Year Founded:** 1975 - **HQ Location:** Redmond, Washington - **Twitter:** @microsoft (13,091,739 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/microsoft/ (231,632 employees on LinkedIn®) - **Ownership:** MSFT **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 40% Mid-Market, 31% Small-Business #### What Are Dynamics 365 Sales's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Integrations (11 reviews) - Lead Management (11 reviews) - Helpful (10 reviews) - Customization (9 reviews) **Cons:** - Learning Curve (13 reviews) - Complexity (8 reviews) - Not Intuitive (7 reviews) - Expensive (6 reviews) - Limited Features (6 reviews) ### What Do G2 Reviewers Say About Dynamics 365 Sales? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Dynamics 365 Sales, benefiting from its intuitive design and seamless Microsoft integration. - Users value the **seamless integration** with Microsoft products, enhancing efficiency and streamlining processes in Dynamics 365 Sales. - Users value the **efficient lead management** capabilities of Dynamics 365 Sales, enhancing sales performance and productivity. - Users find Dynamics 365 Sales **extremely helpful** for tracking leads and boosting sales productivity effectively. - Users value the **excellent customization options** in Dynamics 365 Sales, enhancing efficiency and improving workflow management. **Cons:** - Users experience a **steep learning curve** with Dynamics 365 Sales, especially if unfamiliar with CRM systems. - Users struggle with the **complex customization** of Dynamics 365 Sales, often requiring significant time and technical support. - Users find the interface of Dynamics 365 Sales **not intuitive** , making navigation and task completion sometimes cumbersome. - Users note that the **licensing costs** for Dynamics 365 Sales can escalate quickly with added features and complexities. - Users notice **limited features** in Dynamics 365 Sales, particularly in on-premise versions, impacting overall user experience. #### What Are Recent G2 Reviews of Dynamics 365 Sales? **"[Strong Microsoft integration and 360° customer view with compelling sales automation](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697)"** **Rating:** 5.0/5.0 stars *— Andreas S.* [Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697) --- **"[A flexible CRM platform for modern sales teams](https://www.g2.com/survey_responses/dynamics-365-sales-review-13098708)"** **Rating:** 5.0/5.0 stars *— Argenis P.* [Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-13098708) --- #### What Are G2 Users Discussing About Dynamics 365 Sales? - [I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?](https://www.g2.com/discussions/i-m-new-to-dynamics-365-sales-and-struggling-to-set-up-and-customize-the-sales-pipeline-can-someone-guide-me-through-this-process) - 2 comments - [What is Dynamics 365 Sales used for?](https://www.g2.com/discussions/what-is-dynamics-365-sales-used-for) - 1 comment - [Is Dynamics 365 any good?](https://www.g2.com/discussions/is-dynamics-365-any-good) - [What Dynamics 365 application can be used for point of sales?](https://www.g2.com/discussions/what-dynamics-365-application-can-be-used-for-point-of-sales) - 1 comment - [What is the difference between Dynamics CRM and Dynamics 365?](https://www.g2.com/discussions/what-is-the-difference-between-dynamics-crm-and-dynamics-365) ### 24. [AllClients](https://www.g2.com/products/allclients/reviews) The #1 Client Management and Marketing Automation System for very small businesses. **Average Rating:** 4.6/5.0 **Total Reviews:** 40 **How Do G2 Users Rate AllClients?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind AllClients?** - **Seller:** [AllClients](https://www.g2.com/sellers/allclients) - **Year Founded:** 2004 - **HQ Location:** Sparks, Nevada - **Twitter:** @allclients (318 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/allclients/ (5 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Insurance - **Company Size:** 67% Small-Business, 24% Mid-Market #### What Are AllClients's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Customer Support (6 reviews) - Simplicity (5 reviews) - Email Marketing (4 reviews) - Affordable (3 reviews) **Cons:** - Integration Issues (2 reviews) - Limited Features (2 reviews) - Limited Integrations (2 reviews) - Expensive (1 reviews) - Feature Issues (1 reviews) ### What Do G2 Reviewers Say About AllClients? *AI-generated summary from verified user reviews* **Pros:** - Users find AllClients incredibly **easy to use** , allowing them to efficiently complete tasks and manage contacts. - Users rave about the **stellar customer support** of AllClients, praising its responsiveness and helpfulness. - Users value the **simplicity of AllClients** , enabling effortless customization while managing contacts and follow-ups efficiently. - Users value the **effective email marketing** features of AllClients, enhancing client engagement with ease and convenience. - Users highlight the **affordability** of AllClients, making it an ideal choice for small businesses seeking budget-friendly CRM solutions. **Cons:** - Users find the **integration issues** frustrating, as more third-party app compatibility is needed for a better experience. - Users find AllClients **limited in features** , wishing for more integrations and modernized reporting options. - Users find the **limited integrations** of AllClients restrict their capabilities and hinder overall effectiveness. - Users find the trial period **too short** , preferring a longer duration like 30 days offered by competitors. - Users feel that AllClients has **feature issues** , particularly in integrations and outdated design aspects. #### What Are Recent G2 Reviews of AllClients? **"[Ideal CRM for Keeping Leads Organized and Follow-Ups Easy](https://www.g2.com/survey_responses/allclients-review-12706061)"** **Rating:** 4.5/5.0 stars *— Sarah S.* [Read full review](https://www.g2.com/survey_responses/allclients-review-12706061) --- **"[Reliable Client Management Platform Compliant with EU Privacy Rules](https://www.g2.com/survey_responses/allclients-review-12867429)"** **Rating:** 4.0/5.0 stars *— Lili M.* [Read full review](https://www.g2.com/survey_responses/allclients-review-12867429) --- #### What Are G2 Users Discussing About AllClients? - [What does Allclients do?](https://www.g2.com/discussions/what-does-allclients-do) - [What is all client?](https://www.g2.com/discussions/what-is-all-client) - [What is a client management software?](https://www.g2.com/discussions/what-is-a-client-management-software) - [What does a client management system do?](https://www.g2.com/discussions/what-does-a-client-management-system-do) ### 25. [Flowlu](https://www.g2.com/products/flowlu/reviews) Flowlu is a cloud-based business management platform designed to help teams plan, track, and optimize their work in a single, centralized workspace. It provides a suite of tools for project management, CRM, task tracking, financial management, team collaboration, and knowledge sharing. Flowlu is built to streamline operations, improve productivity, and ensure seamless communication across teams, making it an ideal solution for businesses of all sizes, from startups to large enterprises. Flowlu supports organizations across various industries by offering tools to: Manage projects efficiently with task assignments, deadlines, progress tracking, and automated workflows. Streamline sales processes with an integrated CRM, pipeline management, and automated follow-ups. Optimize financial operations through invoicing, expense tracking, budgeting, and revenue forecasting. Enhance team collaboration with real-time communication, shared workspaces, and internal chat. Store and distribute knowledge with an internal and external knowledge base for easy access to critical information. Key Features & Benefits Project Management: Utilize Kanban boards, Gantt charts, and task dependencies for structured planning and execution. CRM & Sales Automation: Track leads, manage opportunities, and set up automated workflows for follow-ups and deal tracking. Financial Management: Create invoices, process payments, monitor expenses, and gain real-time insights into business profitability. Customization: Personalize workflows, dashboards, reports, and fields to fit specific business needs. Time Tracking & Workload Management: Monitor time spent on tasks and balance workloads to enhance team efficiency. Client Portal: Securely share project updates, invoices, and documents with clients for smooth communication. Who Can Benefit from Flowlu? Flowlu is designed for small to mid-sized businesses, agencies, freelancers, and enterprises that need an all-in-one platform to manage their projects, finances, and client relationships. It is particularly valuable for service-based businesses, consulting firms, IT companies, creative agencies, and product development teams looking to improve efficiency and organization. By centralizing essential business operations, Flowlu eliminates the need for multiple disconnected tools, enabling teams to stay organized, productive, and focused on achieving their goals. **Average Rating:** 4.7/5.0 **Total Reviews:** 194 **How Do G2 Users Rate Flowlu?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Flowlu?** - **Seller:** [Cloud22](https://www.g2.com/sellers/cloud22) - **Year Founded:** 2016 - **HQ Location:** Dubai - **Twitter:** @Flowlusoft (194 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/flowlu (9 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 90% Small-Business, 9% Mid-Market #### What Are Flowlu's Pros and Cons? **Pros:** - Efficiency (2 reviews) - Intuitive Interface (2 reviews) - Affordable (1 reviews) - All-in-one (1 reviews) - Automation (1 reviews) ### What Do G2 Reviewers Say About Flowlu? *AI-generated summary from verified user reviews* **Pros:** - Users commend Flowlu for its **efficiency** , seamlessly integrating project management and tasks into one effective platform. - Users love the **intuitive interface** of Flowlu, making project management and organization seamless and efficient. - Users appreciate the **affordable pricing** of Flowlu, highlighting its exceptional cost-benefit ratio compared to competitors. - Users commend Flowlu for its **harmonious integration of numerous functions** , appreciating its universal appeal and continuous updates. - Users appreciate the **automation features** in Flowlu, praising its harmonious functionality and continuous updates for improvement. #### What Are Recent G2 Reviews of Flowlu? **"[Effortless All-in-One Project and CRM Management](https://www.g2.com/survey_responses/flowlu-review-12820009)"** **Rating:** 5.0/5.0 stars *— Verified User in Consulting* [Read full review](https://www.g2.com/survey_responses/flowlu-review-12820009) --- **"[The perfect tool for our organization](https://www.g2.com/survey_responses/flowlu-review-11462048)"** **Rating:** 5.0/5.0 stars *— Juan Carlos G.* [Read full review](https://www.g2.com/survey_responses/flowlu-review-11462048) --- #### What Are G2 Users Discussing About Flowlu? - [What is Flowlu used for?](https://www.g2.com/discussions/what-is-flowlu-used-for) - 2 comments ## 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.