Best CRM Software for Small Business - Page 4

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 3,103

Category Stats (Nov 2026)

  • Average Rating: 4.42/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: HelloGrowthCRM (+29.64%) - Among all products in this category, HelloGrowthCRM recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 134,400+ Authentic Reviews
  • 3,103+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

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

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

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

CRMOne

The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CRMOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CRMOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CRMOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation.

Average Rating: 4.8/5.0

Total Reviews: 1,044

How Do G2 Users Rate CRMOne?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind CRMOne?

  • Seller: CrmOne
  • Year Founded: 2022
  • HQ Location: Menlo Park, US
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Financial Services
  • Company Size: 32% Small, 24% Medium

What Do G2 Reviewers Say About CRMOne?

AI-generated summary from verified user reviews

Pros
  • Users value the effective lead management features of CRMOne, enhancing team coordination and sales process clarity.
  • Users value the effective customer management with CRMOne, enhancing communication and speeding up follow-ups significantly.
  • Users appreciate the ease of adoption of CRMOne, streamlining workflows and enhancing team coordination for better customer experiences.
  • Users appreciate the responsive customer support from CRMOne, ensuring efficient assistance whenever needed.
  • Users value the task management features of CRMOne, enhancing team coordination and improving overall productivity.
Cons
  • Users find the limited customization options frustrating, impacting their ability to tailor the CRM to specific needs.
  • Users report a slight learning curve initially, especially with basic export options and limited customization.
  • Users experience a steep learning curve initially, but find it manageable with frequent use and time investment.
  • Users find limited features in CRMOne, such as restricted integrations and bulk action flexibility affecting usability.
  • Users find the missing features in CRMOne limiting, particularly with basic export options and mobile functionality.

What Are Recent G2 Reviews of CRMOne?

Lightfield

Lightfield is the most widely adopted agentic CRM. It builds a comprehensive, trusted record of customer interactions from calls, emails and meetings - giving every person and every agent the same understanding of what’s true about their business. Companies use Lightfield to close deals faster, automate prospecting, diagnose performance gaps, and ramp new sellers with agents. More than 5,000 companies have signed up since Lightfield launched in November 2025.

Average Rating: 5.0/5.0

Total Reviews: 12

How Do G2 Users Rate Lightfield?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Lightfield?

  • Seller: Lightfield
  • Year Founded: 2025
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    46 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Lightfield?

Sage CRM

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: 3.9/5.0

Total Reviews: 132

How Do G2 Users Rate Sage CRM?

  • Has the product been a good partner in doing business?: 6.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Sage CRM?

  • Seller: Sage Software
  • Year Founded: 1981
  • HQ Location: Newcastle
  • LinkedIn® Page: www.linkedin.com
    15,833 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% Medium, 44% Small

What Do G2 Reviewers Say About Sage CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Sage CRM, benefiting from centralized information and straightforward implementation.
  • Users value the centralized customer information in Sage CRM, enhancing team collaboration and strengthening customer relationships.
  • Users value the easy access to centralized customer information, enhancing collaboration and efficiency across teams.
  • Users value the easy navigation of Sage CRM, ensuring quick access to crucial customer information and reports.
  • Users commend Sage CRM for its user-friendly interface, ensuring effortless navigation and quick access to essential information.
Cons
  • Users struggle with the limited customization options in Sage CRM, often finding it complex and time-consuming to set up.
  • Users note that expertise is required for setup and customization in Sage CRM, making it a complex process.
  • Users are frustrated by the integration issues and limited advanced features of Sage CRM, impacting usability and functionality.
  • Users find Sage CRM not user-friendly due to its outdated interface and complicated navigation processes.
  • Users find the learning curve steep in Sage CRM due to complex setup and customization requirements.

What Are Recent G2 Reviews of Sage CRM?

What Are G2 Users Discussing About Sage CRM?

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Kylas Sales CRM

Kylas Growth Engine is an ecosystem of technology products, with a Sales CRM at its core, to help Growing Businesses scale with expertise. Kylas is an enterprise-grade Sales CRM software uniquely designed for Growing Businesses. The product helps businesses streamline their sales efforts, manage leads efficiently with a centralized system, nurture them effectively, and close deals faster to drive sustainable growth. Kylas provides advanced features like built-in WhatsApp messaging, field sales tracking, pipeline management, sales automation, and more, empowering teams to work smarter and achieve their sales goals efficiently. Kylas offers a Unique Pricing Framework- It's Elevate Plan is available for Flat USD 250 / month which includes 1. Unlimited Users 2. All Sales CRM Features 3. Robust Onboarding & Training Program 4. Timely Support 5. AI Features

Average Rating: 4.7/5.0

Total Reviews: 541

How Do G2 Users Rate Kylas Sales CRM?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Kylas Sales CRM?

Who Uses This Product?

  • Who Uses This: Business Development Executive, Director
  • Top Industries: Education Management, Financial Services
  • Company Size: 52% Small, 45% Medium

What Do G2 Reviewers Say About Kylas Sales CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Kylas Sales CRM, enjoying its user-friendly interface and efficient data management.
  • Users value the user-friendly interface of Kylas Sales CRM, making navigation and management straightforward for everyone.
  • Users appreciate the user-friendly lead management of Kylas Sales CRM, which simplifies tracking and monitoring processes effectively.
  • Users commend the responsive and supportive customer support of Kylas Sales CRM, enhancing their overall experience.
  • Users appreciate the easy-to-use task management feature of Kylas Sales CRM, enhancing their lead follow-up efficiency.
Cons
  • Users note that integration issues with third-party tools hinder the overall effectiveness of Kylas Sales CRM.
  • Users find the missing features in Kylas Sales CRM limit usability and hinder effective task and note management.
  • Users experience slow loading with Kylas Sales CRM, leading to disruptions and delays in workflow and data access.
  • Users often face technical errors that disrupt workflow and hinder the ability to update notes effectively.
  • Users experience limited customization options in Kylas Sales CRM, affecting flexibility and adaptability for specific needs.

What Are Recent G2 Reviews of Kylas Sales CRM?

Knack

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: 113

How Do G2 Users Rate Knack?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Knack?

  • Seller: Knack
  • Year Founded: 2010
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    89 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Information Technology and Services
  • Company Size: 56% Small, 32% Medium

What Do G2 Reviewers Say About Knack?

AI-generated summary from verified user reviews

Pros
  • Users praise Knack for its ease of use, enabling quick learning and efficient productivity in building database solutions.
  • Users find Knack's interface to be intuitive and user-friendly, enabling quick productivity and efficient app building.
  • Users appreciate the easy setup of Knack, enabling quick productivity through intuitive templates and streamlined building.
  • Users praise Knack's exceptional customer support, highlighting its responsiveness and helpfulness throughout their experience.
  • Users find Knack's ease of learning exceptional, with intuitive interfaces and effective onboarding support for quick mastery.
Cons
  • Users struggle with missing features like search, pagination, and advanced data visualization tools in Knack.
  • Users face feature limitations in Knack, struggling with missing tools for testing, filtering, and advanced data visualization.
  • Users find limited customization in Knack, hindering effective organization and categorization of extensive project pages.
  • Users highlight limited features in Knack, struggling with page organization, testing tools, and dashboard options.
  • Users notice slow performance issues in Knack, though improvements are being made over time with ongoing updates.

What Are Recent G2 Reviews of Knack?

What Are G2 Users Discussing About Knack?

SuiteDash

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: 608

How Do G2 Users Rate SuiteDash?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind SuiteDash?

  • Seller: SuiteDash
  • Year Founded: 2012
  • HQ Location: Research Triangle Park, NC
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 98% Small, 2% Medium

What Do G2 Reviewers Say About SuiteDash?

AI-generated summary from verified user reviews

Pros
  • Users praise the responsive customer support of SuiteDash, quickly addressing issues and enhancing the overall experience.
  • Users laud SuiteDash for its comprehensive CRM features that streamline business operations and enhance team training.
  • Users commend the easy setup of SuiteDash, enabling quick configuration and seamless integration for enhanced efficiency.
  • Users love the automation features of SuiteDash, significantly reducing admin time and improving client follow-up efficiency.
  • Users appreciate the extensive customization options in SuiteDash, enabling tailored solutions for various business needs.
Cons
  • Users find SuiteDash has a steep learning curve initially, requiring time to familiarize with its complex interface and terminology.
  • Users face a steep learning curve with SuiteDash due to its complex features and terminology, requiring time and effort.
  • Users find the learning difficulty of SuiteDash challenging initially, but training resources help ease the process.
  • Users find the complex setup of SuiteDash time-consuming, requiring significant learning and adaptation before fully benefiting.
  • Users find limited customization options frustrating, particularly regarding color changes and template user-friendliness.

What Are Recent G2 Reviews of SuiteDash?

What Are G2 Users Discussing About SuiteDash?

Dynamics 365 Sales

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: 1,465

How Do G2 Users Rate Dynamics 365 Sales?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Dynamics 365 Sales?

  • Seller: Microsoft
  • Year Founded: 1975
  • HQ Location: Redmond, Washington
  • LinkedIn® Page: www.linkedin.com
    232,750 employees on LinkedIn®
  • Ownership: MSFT
  • Phone: +1 (877) 276-2464

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 41% Medium, 31% Small

What Do G2 Reviewers Say About Dynamics 365 Sales?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Dynamics 365 Sales, facilitating smooth access and streamlined workflows within a familiar interface.
  • Users appreciate the seamless integrations of Dynamics 365 Sales, enriching their workflow and enhancing overall productivity.
  • Users appreciate the unified sales process in Dynamics 365 Sales, enhancing efficiency and effectiveness in lead management.
  • Users find Dynamics 365 Sales extremely helpful for enhancing efficiency, streamlining sales processes and automating routine tasks.
  • Users value the excellent customization options in Dynamics 365 Sales, allowing tailored solutions for specific business needs.
Cons
  • Users struggle with a steep learning curve due to the complexity of connecting different modules and customization processes.
  • Users find the complexity in setup and customization of Dynamics 365 Sales to be challenging and time-consuming.
  • Users find the interface to be not intuitive, making navigation and setup more complex than necessary.
  • Users find Dynamics 365 Sales expensive, with hidden costs in licensing and additional features affecting budget management.
  • Users find the limited features challenging, as navigation and user hierarchy can be complex and unintuitive.

What Are Recent G2 Reviews of Dynamics 365 Sales?

What Are G2 Users Discussing About Dynamics 365 Sales?

AllClients

The #1 Client Management and Marketing Automation System for very small businesses.

Average Rating: 4.5/5.0

Total Reviews: 42

How Do G2 Users Rate AllClients?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.5/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind AllClients?

Who Uses This Product?

  • Top Industries: Financial Services, Insurance
  • Company Size: 66% Small, 25% Medium

What Do G2 Reviewers Say About AllClients?

AI-generated summary from verified user reviews

Pros
  • Users find AllClients to be simple and quick to use, making client management effortless and efficient.
  • Users praise the responsive and helpful customer support from AllClients, enhancing their overall experience and satisfaction.
  • Users appreciate the helpful automation of AllClients, making client communication and marketing effortless and efficient.
  • Users find AllClients's simplicity invaluable, enjoying its intuitive design that streamlines their business processes effectively.
  • Users find AllClients to be a budget-friendly CRM that effectively supports small businesses with essential features.
Cons
  • Users find integration issues problematic, desire more third-party connections for improved functionality and reporting.
  • Users feel that AllClients has limited features and lacks necessary integrations and modern customizations.
  • Users find the software effective, but it has limited integrations that hinder customization and user experience.
  • Users feel the 14-day trial period is too short, seeking a longer duration for better evaluation.
  • Users find AllClients useful for small firms, but it has feature issues with limited integrations and outdated design.

What Are Recent G2 Reviews of AllClients?

What Are G2 Users Discussing About AllClients?

Prospect CRM

Prospect, the #1 Stock-Aware CRM, is perfect for growing Wholesale, Distributor and Manufacturing businesses. Sell more, in less time, every time - with Prospect CRM! As part of the ERP division at The Access Group, Prospect CRM is delivered to more than 5,000 SME users worldwide. Stock-Aware CRM combines the best of traditional CRM – Marketing, Sales Pipelines and Customer Service Management – with the reality of selling B2B products – quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking...to ensure your sales and service teams are fully Stock-Aware.

Average Rating: 4.6/5.0

Total Reviews: 94

How Do G2 Users Rate Prospect CRM?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Prospect CRM?

Who Uses This Product?

  • Top Industries: Wholesale, Food Production
  • Company Size: 80% Small, 18% Medium

What Do G2 Reviewers Say About Prospect CRM?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Prospect CRM, simplifying data access and streamlining workflow effectively.
  • Users value the easy setup of Prospect CRM, enabling streamlined workflows and efficient report generation.
  • Users value the efficiency of Prospect CRM, streamlining report generation and enhancing departmental operations significantly.
  • Users appreciate the feature richness of Prospect CRM, which enhances sales performance through customizable workflows and reports.
  • Users value the organization efficiency of Prospect CRM, making report generation and invoicing faster and smoother.
Cons
  • Users report significant integration issues with Prospect CRM, impacting functionality and user experience across platforms.
  • Users find a lack of essential features in Prospect CRM, leading to disappointment and frustration regarding functionality.
  • Users are frustrated by the discrepancy between sales promises and actual service, leading to a lack of value from Prospect CRM.
  • Users frequently experience connectivity issues with Prospect CRM, leading to frustrating delays and unsatisfactory service.
  • Users are frustrated with the lack of robust features in Prospect CRM, leading to unfulfilled expectations and poor integration.

What Are Recent G2 Reviews of Prospect CRM?

What Are G2 Users Discussing About Prospect CRM?

Maximizer

Maximizer is a customer relationship management (CRM) solution specifically designed for financial advisors and their support teams. This platform consolidates every aspect of client interactions—such as conversations, documents, and compliance details—into a single, comprehensive record. With the integration of artificial intelligence, Maximizer enhances meeting preparation by providing AI-generated summaries, ensuring that advisors are well-prepared for client discussions. The financial services sector faces unique challenges when it comes to client management. Advisors often lose clients not due to a lack of care, but because critical information is scattered across various platforms, such as emails, spreadsheets, and personal notes. Maximizer addresses this issue by centralizing all client-related data, including emails, calls, notes, appointments, and documents, into one easily searchable record. The seamless integration with Outlook automatically logs correspondence to the appropriate client, ensuring that the record remains complete without requiring manual filing. This efficiency allows advisors to focus on building relationships rather than managing paperwork. Targeted specifically at financial services professionals, the Financial Services Edition of Maximizer provides essential features that cater to the compliance requirements of advisors, wealth managers, and insurance brokers. It includes audit trails, granular permissions, and secure data hosting to meet regulatory demands. Additionally, custom fields for Know Your Customer (KYC) status and consent records allow advisors to tailor the system to their specific compliance needs. This focus on regulatory adherence has led to positive feedback from users, with long-term clients noting that compliance teams appreciate the thoroughness of the platform. Maximizer's AI capabilities further enhance its functionality by streamlining the meeting preparation process. Before meetings, AI-generated summaries compile relevant client history into a concise briefing, while post-meeting insights identify opportunities that may be slipping through the cracks. This proactive approach helps advisors stay on top of their pipelines and address potential issues before they escalate. Customization is another key feature of Maximizer. Users can configure custom fields, dashboards, and reports without needing extensive IT support, allowing teams to adapt the system to their specific workflows quickly. Most users can be operational within days, making it an efficient choice for small and mid-sized sales teams, not just in financial services but across various industries. With over 10,000 customers and a million users since its inception in 1987, Maximizer stands out as a reliable CRM solution that ensures no detail about a customer is overlooked, allowing for informed and meaningful client interactions.

Average Rating: 4.0/5.0

Total Reviews: 641

How Do G2 Users Rate Maximizer?

  • Has the product been a good partner in doing business?: 8.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Maximizer?

  • Seller: Maximizer Software
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Vancouver, Canada
  • LinkedIn® Page: www.linkedin.com
    133 employees on LinkedIn®
  • Phone: +1 (800) 804-6299

Who Uses This Product?

  • Who Uses This: Financial Advisor, Administrative Assistant
  • Top Industries: Financial Services, Investment Management
  • Company Size: 73% Small, 19% Medium

What Do G2 Reviewers Say About Maximizer?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Maximizer, which enhances teamwork and visibility across remote offices.
  • Users appreciate the complete visibility in customer interactions provided by Maximizer, enhancing client engagement and organization.
  • Users value the effective task management features of Maximizer, enhancing organization and ensuring timely follow-ups with clients.
  • Users value Maximizer's Unified Global Customer Database, enhancing customer management and improving team collaboration effectively.
  • Users value the organizational efficiency of Maximizer, enhancing clarity and coordination in managing customer interactions.
Cons
  • Users find the learning curve steep for Maximizer, requiring extra effort to effectively set up workflows and customization.
  • Users face integration issues with Maximizer, particularly when connecting niche financial planning tools and internal document storage.
  • Users express a desire for more missing features, particularly in integration and customization options.
  • Users find Maximizer's interface not intuitive, especially during setup and when creating custom reports, impacting their experience.
  • Users experience slow loading times with Maximizer, hindering quick access to crucial customer information on the go.

What Are Recent G2 Reviews of Maximizer?

What Are G2 Users Discussing About Maximizer?

Streak

Streak is a CRM built directly inside Gmail — not a sidebar, not a browser extension backed by a separate app. It runs natively in your inbox, so your team tracks deals, manages contacts, and runs pipelines without switching tabs or logging into another tool. Pipeline management works in a spreadsheet-style grid inside Gmail. Every deal, contact, and relationship lives in a customizable pipeline with stages you define to maintain structured data and processes. Manage your sales, hiring, investor outreach, fundraising, partnerships, and more — all from the same system. Streak logs emails automatically. Every conversation with a contact is captured to the right deal or pipeline record, so the full history is always visible. Shared pipelines give your whole team visibility into who's talking to who and where things stand. AI features are built into the workflow. AI autofill pulls data from your email history and web research to populate CRM fields. AI-generated pipelines build stages and fields from a plain-language description. AI actions trigger inside automations, so a pipeline event can kick off a multi-step workflow without manual updates. Core email tools are included on all plans: email tracking, mail merge, email templates, and email sharing. Best for: sales teams, talent agencies, marketing agencies, real estate agents, nonprofits, and any team that runs their business from Gmail and wants a CRM that actually gets used.

Average Rating: 4.5/5.0

Total Reviews: 267

How Do G2 Users Rate Streak?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Streak?

  • Seller: Streak
  • Year Founded: 2011
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    40 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Engineer, Owner
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 75% Small, 14% Medium

What Do G2 Reviewers Say About Streak?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of Streak, seamlessly integrating with Gmail for efficient management of tasks and relationships.
  • Users love the easy tracking features of Streak, conveniently managing everything directly within Gmail for efficient email management.
  • Users love the Gmail integration of Streak, which simplifies deal management and keeps everything organized effortlessly.
  • Users love the real-time email tracking feature of Streak, enhancing their communication and planning efficiency.
  • Users love the seamless integration with Gmail, allowing efficient management of email campaigns directly from their inbox.
Cons
  • Users find the initial learning curve steep, making it challenging to fully utilize Streak’s features effectively.
  • Users find the limited features of Streak hinder customization and deeper analytics, complicating user experience.
  • Users are disappointed by the missing features of Streak, wishing for more built-in analytics and easier setup.
  • Users experience email issues with Streak, including lag and compatibility problems with Outlook and Thunderbird.
  • Users find the analytics inadequate, desiring more customization and deeper reporting options for complex pipelines.

What Are Recent G2 Reviews of Streak?

What Are G2 Users Discussing About Streak?

Resco – Mobility & Productivity

Resco helps the world work better outside the office by making it simple to build complex mobile experiences for frontline workers. The company’s low-code tools and solutions enable organizations to build and deploy enterprise-level business apps quickly and easily. These solutions allow mobile workers to access or capture data on the go, using any mobile device, even when offline. Field teams can tackle field service, mobile sales, data collection, or any other frontline scenario while delivering valuable data back to the office. With full offline functionality, a no-code/low-code development platform, and native integration with Microsoft Dynamics 365, Power Platform, or Salesforce, Resco empowers organizations worldwide to tackle the most demanding mobile challenges faced by frontline workers. Over 800 enterprise and corporate companies from segments like utilities, retail, energy, oil & gas, manufacturing, telecommunications, transportation & logistics, or NGOs rely on Resco to simplify their frontline operations, improve efficiency, and reduce paperwork.

Average Rating: 4.5/5.0

Total Reviews: 50

How Do G2 Users Rate Resco – Mobility & Productivity?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Resco – Mobility & Productivity?

  • Seller: Resco.net
  • Year Founded: 1999
  • HQ Location: Bratislava, Slovakia
  • LinkedIn® Page: www.linkedin.com
    322 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 44% Medium, 38% Small

What Do G2 Reviewers Say About Resco – Mobility & Productivity?

AI-generated summary from verified user reviews

Pros
  • Users find Resco's ease of use exceptional, enabling efficient task management across devices and boosting overall productivity.
  • Users value the seamless integrations of Resco, enhancing collaboration and productivity across various devices and platforms.
  • Users value the efficiency of Resco, boosting productivity and simplifying workflows across various devices and environments.
  • Users appreciate the implementation ease of Resco, benefiting from intuitive use and responsive support for seamless productivity.
  • Users value the offline access of Resco, enhancing productivity and collaboration even in low connectivity areas.
Cons
  • Users feel that missing features limit Resco's effectiveness for specific workflows, impacting its overall competitiveness.
  • Users experience syncing issues with Resco that can slow down productivity and affect app functionality.
  • Users experience sync issues that lead to slower times, impacting efficiency with the large published app.
  • Users experience bugs and syncing issues in Resco – Mobility & Productivity, especially with niche workflows and remote app updates.
  • Users face call issues with Resco, particularly with syncing and delayed updates that hinder their workflow.

What Are Recent G2 Reviews of Resco – Mobility & Productivity?

What Are G2 Users Discussing About Resco – Mobility & Productivity?

NetSuite

NetSuite is the #1 AI cloud ERP, helping organizations streamline operations, improve visibility, and accelerate growth. For more than 28 years, NetSuite has enabled businesses of all sizes—from startups and high-growth companies to global enterprises—to run their entire business on a single, integrated platform. Today, more than 44,000 organizations across a wide range of industries use NetSuite to run their business in over 220 countries and territories. Built natively in the cloud, NetSuite eliminates the need for on-premises infrastructure and complex upgrades, giving organizations continuous access to the latest innovations, security enhancements, and AI capabilities. Originally built to transform financial management, NetSuite has evolved into a comprehensive business management suite that brings together accounting, financial management, inventory and order management, supply chain, procurement, human resources, CRM, professional services automation, and commerce. NetSuite supports organizations across industries including software and technology, manufacturing, wholesale distribution, retail, services, nonprofit, healthcare, advertising and media, and more, with industry-specific capabilities, workflows, dashboards, KPIs, and reports designed to address unique business requirements. With AI embedded throughout the platform, organizations can automate routine tasks, generate insights faster, and make more informed decisions. Ask Oracle, a conversational AI assistant, enables users to interact with NetSuite through natural language by answering questions, analyzing business data, surfacing insights, and providing guidance—all within the security, roles, permissions, and controls already established in NetSuite. Embedded directly into everyday workflows, Ask Oracle helps users make faster, more informed decisions and take action without disrupting their work. Agents and agentic workflows extend these AI capabilities by helping users complete specific tasks and coordinate work across multiple steps. Built-in analytics, AI-powered insights, and customizable reporting provide teams with everything they need to make solid decisions. NetSuite is highly configurable and extensible, allowing businesses to adapt the platform to their unique processes while supporting growth across multiple subsidiaries, currencies, languages, and geographies. By connecting business-critical data and processes in a single cloud platform, NetSuite provides a real-time, unified view of the business, eliminating disconnected systems, manual spreadsheets, and information silos. Organizations gain a single source of truth that improves collaboration across finance, operations, sales, inventory, HR, and customer service while simplifying compliance and reporting. Whether managing rapid growth, expanding internationally, improving financial close processes, optimizing inventory, or gaining deeper operational insights, NetSuite provides the flexibility, automation, and intelligence organizations need to adapt and scale with confidence. By making trusted data readily available and automating core business processes, NetSuite empowers leaders to respond quickly to changing market conditions and make faster, more informed decisions.

Average Rating: 4.1/5.0

Total Reviews: 5,089

How Do G2 Users Rate NetSuite?

  • Has the product been a good partner in doing business?: 7.5/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.6/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.2/10 (Category avg: 8.7/10)

Who Is the Company Behind NetSuite?

  • Seller: Oracle
  • Company Website:
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Who Uses This: Controller, Accounting Manager
  • Top Industries: Computer Software, Accounting
  • Company Size: 57% Medium, 31% Small

What Do G2 Reviewers Say About NetSuite?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of NetSuite, enabling them to efficiently manage tasks and customize their experience.
  • Users appreciate the extensive customizability of NetSuite, allowing tailored workflows and efficient integration with minimal IT assistance.
  • Users value the robust functionality of NetSuite, appreciating its customization and efficiency in reporting and data management.
  • Users value the extensive customization options of NetSuite, enabling tailored workflows and efficient integration with various systems.
  • Users love the customization capabilities of NetSuite, allowing tailored workflows to meet specific business needs easily.
Cons
  • Users experience a challenging learning curve with NetSuite due to difficult setup and inadequate support during implementation.
  • Users find performance and customer support issues with NetSuite, impacting usability and satisfaction with the system.
  • Users find missing features in NetSuite, including customization limitations and frustration with customer support responsiveness.
  • Users feel that customizations are limited, with many enhancement requests pending and not meeting initial expectations.
  • Users find NetSuite to be not user-friendly, citing unclear interfaces and slow performance as major drawbacks.

What Are Recent G2 Reviews of NetSuite?

What Are G2 Users Discussing About NetSuite?

ConvergeHub

ConvergeHub is an all-in-one CRM software platform designed to help small and growing businesses across the USA manage sales, marketing, customer support, billing, and customer relationships from one connected system. Instead of relying on separate tools for different stages of the customer journey, US teams can use ConvergeHub to bring customer information, activities, communications, workflows, and business processes together. As a Cloud CRM built for businesses in the United States, ConvergeHub gives teams a centralized view of customers and prospects while supporting the day-to-day activities that move relationships forward. The platform combines sales pipeline management, marketing automation, customer service, invoicing, reporting, and workflow automation within a single environment. For US businesses looking for Customer Relationship Management software that can adapt to their processes, ConvergeHub provides customizable fields, layouts, dashboards, reports, and workflows. Its focus is on helping American teams reduce disconnected processes, improve visibility, automate repetitive work, and manage the complete customer lifecycle more consistently. The result is a practical CRM Software solution for organizations across the USA that want the capabilities of a unified business platform without having to manage multiple disconnected systems. 2. Who ConvergeHub Is For ConvergeHub is built for US businesses that need to manage customer relationships across sales, marketing, service, and billing. Small Businesses: A practical CRM for Small Business USA teams that need customer data, sales activities, follow-ups, support, and billing in one place. Mid-Sized Businesses: A CRM for Mid-Sized Business teams in the US that need greater process visibility, automation, collaboration, and reporting as operations become more complex. Startups: A CRM for US Startups that provides a centralized foundation for managing leads, customers, pipelines, and repeatable workflows. Growing Businesses: US businesses can customize workflows and scale their CRM as teams, customers, and processes grow. Enterprise Organizations: Larger American organizations can use customizable CRM workflows and centralized customer information to support complex operational requirements. 3. Core Features ConvergeHub brings key customer-facing and revenue processes together in one platform for businesses in the USA. Sales CRM: Manage leads, accounts, contacts, deals, sales stages, lead scoring, assignments, follow-ups, proposals, and pipelines from a centralized workspace. Marketing Automation: Create targeted campaigns, segment contacts, use email templates, automate communication, and nurture prospects through defined sequences. Customer Support Software: Manage customer cases, support activities, SLAs, knowledge resources, and customer history so teams have the context they need to respond effectively. Billing & Invoicing: Create quotes and invoices, manage billing activities, and track payments as part of the broader customer workflow. Workflow Automation: Automate repetitive actions such as assignments, reminders, follow-ups, notifications, and process updates to improve consistency and reduce manual work. Lead & Contact Management: Capture and organize leads, contacts, and accounts while maintaining the activities and information associated with each relationship. Opportunity & Pipeline Management: Track opportunities through defined sales stages, monitor progress, and give teams greater visibility into active deals. 360° Customer View: Keep customer interactions, activities, sales information, service records, and other relevant details connected to a shared customer record. Analytics & Reporting: Use dashboards and reports to monitor sales activity, team performance, pipeline progress, and business processes. Together, these capabilities make ConvergeHub more than a contact database. It provides a unified system for managing customer relationships from initial lead capture through sales, service, billing, and ongoing engagement — for businesses across the United States. 4. Industry Solutions ConvergeHub supports relationship-driven US businesses with workflows that can be adapted to different customer lifecycles and operating models. CRM for Law Firms (USA): Manage legal lead intake, client information, matters, deadlines, documents, follow-ups, and billing workflows from a centralized system. CRM for Accounting Firms in the US: Support client intake, recurring activities, deadlines, invoicing, payments, communication, and workflow management for accounting and CPA practices. CRM for Insurance Agencies (USA): Manage leads, quotes, policies, renewals, follow-ups, and cross-sell opportunities using structured pipelines and automation. Healthcare CRM for US Providers: Support healthcare organizations with inquiry management, appointment workflows, case tracking, document follow-ups, patient communication, and billing processes. Real Estate CRM (USA): Manage leads, opportunities, transactions, documents, checklists, service requests, and post-close customer engagement. CRM for Financial Services in the United States: Organize leads, client onboarding, approvals, documents, relationship activities, follow-ups, reviews, and ongoing engagement. CRM for Manufacturing (US): Help manufacturing teams organize customer and distributor relationships, sales opportunities, quotes, invoices, service activities, and account information. CRM for Professional Services (USA): Support consultants, agencies, engineering firms, recruiters, and other service businesses with lead management, proposals, projects, client communication, and billing. CRM for IT Services in the US: Connect sales, onboarding, support cases, service workflows, renewals, SLAs, and recurring billing for IT service providers and MSPs. This industry flexibility allows American businesses to configure their CRM around how they actually operate rather than forcing every team into the same workflow. 5. Integrations ConvergeHub connects with widely used US business applications to help teams extend their CRM without rebuilding their existing technology stack. Key integrations include: QuickBooks: Connect CRM and accounting workflows for customer and financial information. Microsoft 365: Synchronize contacts, email, calendars, and related business activities. Google Workspace: Connect commonly used productivity and communication workflows. Zapier: Connect ConvergeHub with a broad range of third-party applications and automate data or task movement between systems. DocuSign: Send documents for electronic signatures and manage signature-related activity from CRM workflows. RingCentral: Make and log calls while keeping call activity connected to customer records. These integrations help US teams maintain connected workflows while continuing to use the business tools they already rely on. 6. Benefits & Business Outcomes The value of CRM software is ultimately measured by how effectively it helps a US business operate and serve customers. Increased productivity: Automation reduces repetitive administrative work such as follow-up reminders, assignments, notifications, and routine workflow updates. Better customer relationships: A centralized customer record gives teams access to relevant interactions and history, helping them deliver more consistent and informed customer experiences. Revenue growth: Structured lead management, pipeline visibility, automated follow-ups, and opportunity tracking help American teams stay focused on active revenue opportunities. Business automation: ConvergeHub can automate processes across sales, marketing, service, and billing, helping US teams create more consistent workflows. Customer lifecycle management: Teams can manage the customer journey from lead capture and qualification through conversion, onboarding, service, billing, renewals, and ongoing engagement. Team collaboration: Sales, marketing, support, and billing teams can work from shared customer information rather than relying on disconnected records and siloed applications. 7. Why Choose ConvergeHub ConvergeHub combines the core capabilities US businesses need to manage customer relationships in one platform. All-in-One CRM: Bring sales, marketing, customer support, billing, and automation together. Customizable CRM: Configure fields, layouts, dashboards, reports, and workflows around your business processes. Scalable CRM: Expand your CRM as your teams, customers, and operational requirements grow. Cloud-Based Platform: Access a centralized customer management environment without maintaining a traditional on-premise CRM infrastructure. Affordable CRM: Get broad CRM functionality without necessarily having to purchase and maintain multiple separate business systems. Easy Implementation: Guided onboarding and an intuitive interface help teams get started with less friction. For USA-based businesses that have outgrown spreadsheets or disconnected applications, ConvergeHub provides a unified approach to Customer Relationship Management while leaving room for customization and growth. ConvergeHub brings CRM Software, sales, marketing, customer support, billing, automation, and reporting together in one Cloud CRM platform for businesses across the United States. By connecting customer data and workflows across the complete customer lifecycle, businesses can reduce manual work, improve collaboration, and create more consistent customer experiences. Whether you need a CRM for Small Business USA, a scalable solution for a growing organization, or industry-focused workflows for professional services, financial services, healthcare, real estate, insurance, accounting, legal, IT, or manufacturing, ConvergeHub provides a flexible foundation for Customer Relationship Management in the US.

Average Rating: 4.8/5.0

Total Reviews: 36

How Do G2 Users Rate ConvergeHub?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind ConvergeHub?

  • Seller: ConvergeHub
  • Year Founded: 2016
  • HQ Location: San Francisco Bay Area, California
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®
  • Ownership: ConvergeHub, Inc.
  • Phone: +1 510 924 1683

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 97% Small, 3% Medium

What Are Recent G2 Reviews of ConvergeHub?

What Are G2 Users Discussing About ConvergeHub?

Dreamhub

Dreamhub is an AI native Customer Relationship Management (CRM) platform built exclusively for B2B software revenue teams. Unlike horizontal CRMs that treat every industry the same and require extensive manual data entry, Dreamhub is trained specifically on how B2B software companies sell, onboard, retain, and expand customers. It automates data capture from every sales and customer interaction, then applies AI that understands the B2B software revenue motion to deliver insights teams can act on: which deals are likely to close, which customers are at risk, and where execution needs to improve. Because Dreamhub learns from a company's own revenue behaviors and benchmarks against similar B2B software organizations, its forecasts and recommendations become more accurate over time. Dreamhub is designed as a full replacement for traditional CRMs like Salesforce and HubSpot, as well as the point solutions teams layer on top of them, including Gong, Clari, and Gainsight. It integrates with execution tools like Outreach.io. Key Features and Functionality: Automated Data Capture: Dreamhub eliminates manual CRM updates by automatically recording data from calls, emails, and meetings, keeping records current and accurate without rep effort. Unified Revenue Lifecycle Data Model: A single structured model spans the entire customer journey, from first touch through onboarding, retention, and expansion, so sales, customer success, and RevOps work from the same data. AI Powered Forecasting: Forecasting built for B2B software, learning from a team's specific sales patterns and comparing them with industry peers to improve predictive accuracy and produce a forecast leaders can defend. Real Time Insights and Coaching: Dreamhub acts as an AI analyst, surfacing pipeline risks, rep performance signals, and forecast confidence, and learning from top performers to coach the entire team. Integrated Sales Methodologies: Built-in support for established methodologies like MEDDPICC and SPICED, applied automatically using data captured from sales interactions rather than manual scorecards. Retention and Expansion Intelligence: Structured tracking of onboarding milestones, product usage, success criteria, and stakeholder sentiment to surface churn risk and expansion opportunities early. Primary Value and Problem Solved: B2B software revenue teams typically juggle a CRM plus separate tools for conversation intelligence, forecasting, and customer success, each with its own data silo. Dreamhub consolidates these into one platform with one data model and one AI layer, Dreamer, that both surfaces insight and executes on it. The result is less manual work, more reliable forecasts, and a clearer picture of the full customer lifecycle, helping teams improve win rates and retention while reducing tool sprawl and cost.

Average Rating: 4.8/5.0

Total Reviews: 11

How Do G2 Users Rate Dreamhub?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Dreamhub?

  • Seller: Dreamhub
  • Company Website:
  • Year Founded: 2024
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 91% Small, 9% Medium

What Are Recent G2 Reviews of Dreamhub?

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

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

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

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

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

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

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

FAQs About CRM Software for Small-Business Businesses

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

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

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

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

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

Read Review

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

Read Review

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

Read Review

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

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

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

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Recommendations To Others Problems Solved & Benefits

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

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

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

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

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Salesforce Sales Cloud: “Nope”

Read Review

monday CRM: “Organization! Super helpful.”

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