# Best CRM Software for Small Business - Page 4 ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,084 ### 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 - 121,700+ Authentic Reviews - 1,084+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for CRM Software ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=6227&focus%5B%5D=506&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=128650&focus%5B%5D=1934&focus%5B%5D=3296&focus%5B%5D=576) Highlighted products: HubSpot Sales Hub, Agentforce Sales (formerly Salesforce Sales Cloud), Pipedrive, monday CRM, Bigin by Zoho CRM, ActiveCampaign, Close, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=hubspot-sales-hub&focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign&focus%5B%5D=close&focus%5B%5D=zoho-crm&segment=small-business) **Sponsored** ### 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=2026-07-28T23%3A49%3A02Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1395075&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%2Fsmall-business%3Fpage%3D4&secure%5Btoken%5D=2aa6121e828e8b4a638a051ec451ddb0c5bbfd92f8b7440c7c8bc405338bb043&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) [ Creatio ](https://www.g2.com/products/creatio/reviews) By [Creatio](https://www.g2.com/sellers/creatio) [ 4.6/5(359) ](https://www.g2.com/products/creatio/reviews) What do users say? Users consistently praise the platform's flexibility and ease of use, highlighting its low-code capabilities that allow for rapid customization and workflow automation. Many appreciate how it streamli Pros and Cons [ Ease of Use (32) ](https://www.g2.com/products/creatio/reviews?qs=pros-and-cons)[ Learning Curve (10) ](https://www.g2.com/products/creatio/reviews?qs=pros-and-cons) ### [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:** www.creatio.com - **Year Founded:** 2014 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Creatio\_Global 3,977 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8659c9aedce2bb0b992997a4038d075e8fa99899c384b7d6b36d9fb77101d8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcreatioglobal%2F&secure%5Burl_type%5D=linkedin_company_website) 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, 42% Medium #### 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 [ Sage CRM ](https://www.g2.com/products/sage-crm/reviews) By [Sage Software](https://www.g2.com/sellers/sage-software-d61a780c-4fb3-4781-9519-baa772f5ea91) [ 3.8/5(147) ](https://www.g2.com/products/sage-crm/reviews) What do users say? Users consistently praise the ease of use and customization options of Sage CRM, highlighting its ability to adapt to various business needs without requiring extensive technical knowledge. Many appre Pros and Cons [ Ease of Use (7) ](https://www.g2.com/products/sage-crm/reviews?qs=pros-and-cons)[ Limited Customization (5) ](https://www.g2.com/products/sage-crm/reviews?qs=pros-and-cons) ### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=86f239d02fadcee5a4a98d333eece19ed93d313e880a1b86e6451872bfa2360c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2802%2F&secure%5Burl_type%5D=linkedin_company_website) 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% Medium, 44% Small #### 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) [ Microsoft Dynamics 365 Sales ](https://www.g2.com/products/dynamics-365-sales/reviews) By [Microsoft](https://www.g2.com/sellers/microsoft) [ 3.8/5(1,622) ](https://www.g2.com/products/dynamics-365-sales/reviews) What do users say? Users consistently praise the ease of use and integration with Microsoft tools, highlighting how it streamlines sales processes and enhances productivity. The platform's customization options allow bu Pros and Cons [ Ease of Use (21) ](https://www.g2.com/products/dynamics-365-sales/reviews?qs=pros-and-cons)[ Learning Curve (13) ](https://www.g2.com/products/dynamics-365-sales/reviews?qs=pros-and-cons) ### [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:** 1,463 #### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website) 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:** 41% Medium, 31% Small #### 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) [ Flowlu ](https://www.g2.com/products/flowlu/reviews) By [Cloud22](https://www.g2.com/sellers/cloud22) [ 4.7/5(200) ](https://www.g2.com/products/flowlu/reviews) What do users say? Users consistently praise Flowlu for its all-in-one solution that effectively combines project management, CRM, and financial tools, making it easy to manage various business functions in one place. T Pros and Cons [ Efficiency (2) ](https://www.g2.com/products/flowlu/reviews?qs=pros-and-cons) ### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8c6df4a14946c03dda3c2ab844d9c249570742bf096fc1f7659f383f898a66e1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflowlu&secure%5Burl_type%5D=linkedin_company_website) 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, 9% Medium #### 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 [ AllClients ](https://www.g2.com/products/allclients/reviews) By [AllClients](https://www.g2.com/sellers/allclients) [ 4.6/5(42) ](https://www.g2.com/products/allclients/reviews) What do users say? Users consistently praise the ease of use and excellent customer support provided by AllClients, making it a reliable choice for small businesses. Many appreciate its intuitive interface and the abili Pros and Cons [ Ease of Use (10) ](https://www.g2.com/products/allclients/reviews?qs=pros-and-cons)[ Integration Issues (2) ](https://www.g2.com/products/allclients/reviews?qs=pros-and-cons) ### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3670e87418ce8be567dabad4d358c9c1c73381ab5f28c09a1a19990e216e65cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallclients%2F&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Insurance - **Company Size:** 67% Small, 24% Medium #### 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) [ Maximizer ](https://www.g2.com/products/maximizer/reviews) By [Maximizer Software](https://www.g2.com/sellers/maximizer-software) [ 4/5(671) ](https://www.g2.com/products/maximizer/reviews) What do users say? Users consistently praise Maximizer for its ease of use and robust customization, which allows them to tailor the CRM to their specific needs. The integration with tools like Outlook enhances communic Pros and Cons [ Ease of Use (51) ](https://www.g2.com/products/maximizer/reviews?qs=pros-and-cons)[ Learning Curve (27) ](https://www.g2.com/products/maximizer/reviews?qs=pros-and-cons) ### [Maximizer](https://www.g2.com/products/maximizer/reviews) Maximizer is a customer relationship management (CRM) solution designed to help businesses enhance their visibility into activities that drive success and maintain control over critical opportunities. This adaptable platform caters to organizations of various sizes and industries, with specific offerings for financial services and sales professionals. Maximizer offers a comprehensive suite of tools that improve revenue-generating processes, monitor performance, and facilitate informed decision-making. By focusing on customization and ease of use, Maximizer empowers users to configure the system and tailor it to their specific needs without requiring extensive IT support or developer resources. Maximizer provides services to a diverse customer base, including financial services professionals such as financial advisors, wealth managers, investment planners, insurance brokers, mortgage brokers, small- and medium-sized sales teams across multiple industries , marketing professionals, and customer service teams. With a flexible, adaptable design that allows businesses to build successful processes that align with their unique workflows, users can easily configure the CRM to track revenue-generating activities. This ease of customizations ensures that teams can remain focused on the initiatives that contribute to increasing pipeline and revenue. This level of customization enhances user experience and also fosters a culture of accountability and performance within organizations. Key features include robust monitoring capabilities that provide insights into business health. Users can visualize and report on performance metrics and trends, enabling them to identify areas for improvement and capitalize on growth opportunities. The platform's AI-driven insights further improve decision-making by surfacing timely actions that can lead to strategic advantages. This combination of data visualization and intelligent recommendation helps businesses stay agile in a competitive landscape. The benefits of using Maximizer extend beyond functionality. By offering a user-friendly interface and customizable features, the platform minimizes the learning curve for new users, allowing teams to adopt the system quickly without the need for additional resources from other departments. Additionally, the integration of AI technology ensures that users receive actionable insights that can significantly impact their strategic planning and execution. This proactive approach to CRM not only enhances operational efficiency but also strengthens customer relationships, ultimately driving long-term success for businesses. Maximizer stands out in the CRM category, particularly for financial services and sales professionals, by providing a flexible, user-centric solution that adapts to the unique needs of each organization. Its focus on visibility, customization, and AI-driven insights positions it as a valuable tool for businesses looking to optimize their operations and achieve sustainable growth. **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: 8.9/10) - **Workflow Capability:** 7.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.4/10 (Category avg: 8.6/10) #### Who Is the Company Behind Maximizer? - **Seller:** [Maximizer Software](https://www.g2.com/sellers/maximizer-software) - **Company Website:** www.maximizer.com - **Year Founded:** 1987 - **HQ Location:** Vancouver, Canada - **Twitter:** @maximizercrm 3,115 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2ce601dfb6407f05dba07853f761ff2602f1bc823d48b8d66d09f8a33d26bd86&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmaximizercrm%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 140 employees on LinkedIn® #### 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 appreciate the **ease of use** of Maximizer, facilitating seamless collaboration and project management for their teams. - Users value the **customizable lead management** features of Maximizer, enhancing efficiency and improving sales tracking significantly. - Users value the **efficient task management features** of Maximizer, enhancing teamwork and project organization. - Users value the **efficient customer management** of Maximizer, enhancing engagement tracking and simplifying team collaboration. - Users value the **enhanced organization efficiency** of Maximizer, facilitating streamlined customer management and improved team collaboration. ##### Cons - Users face a **steep learning curve** with Maximizer, making it challenging to adapt and optimize the system effectively. - Users experience **integration issues** with Maximizer, facing delays, freezes, and inconsistent calendar syncing that hinder productivity. - Users desire more **features and integration** in Maximizer, finding initial setup and navigation challenging. - Users find Maximizer's interface **not intuitive** , leading to slow navigation and a steep learning curve for new users. - Users experience **slow loading** times with Maximizer, making navigation and updates feel sluggish and frustrating. #### What Are Recent G2 Reviews of Maximizer? **["Maximizer: Seamless Partner Management, Campaign Tracking, and Case Support"](https://www.g2.com/survey_responses/maximizer-review-12467365)** **Rating:** 4.5/5.0 stars _— Imanda I._ [Read full review](https://www.g2.com/survey_responses/maximizer-review-12467365) **["Maximizer Streamlines CRM, Quotes, and Outlook Sync for Faster Sales"](https://www.g2.com/survey_responses/maximizer-review-12473388)** **Rating:** 4.0/5.0 stars _— Izfar H._ [Read full review](https://www.g2.com/survey_responses/maximizer-review-12473388) #### What Are G2 Users Discussing About Maximizer? - [What is Maximizer CRM used for?](https://www.g2.com/discussions/what-is-maximizer-crm-used-for) - 3 comments - [What is a CRM software package?](https://www.g2.com/discussions/what-is-a-crm-software-package) - [What is the most popular CRM software?](https://www.g2.com/discussions/what-is-the-most-popular-crm-software) - [What are the top 5 CRM systems?](https://www.g2.com/discussions/what-are-the-top-5-crm-systems) - [What are the features of CRM software?](https://www.g2.com/discussions/what-are-the-features-of-crm-software) [ Salestarget.ai ](https://www.g2.com/products/salestarget-ai/reviews) By [Salestarget LLC](https://www.g2.com/sellers/salestarget-llc) [ 4.7/5(60) ](https://www.g2.com/products/salestarget-ai/reviews) What do users say? Users consistently praise the platform for its all-in-one capabilities, combining lead generation, outreach, and CRM features that streamline sales workflows. The AI tools significantly reduce manual Pros and Cons [ Effective (27) ](https://www.g2.com/products/salestarget-ai/reviews?qs=pros-and-cons)[ Incomplete Information (13) ](https://www.g2.com/products/salestarget-ai/reviews?qs=pros-and-cons) ### [Salestarget.ai](https://www.g2.com/products/salestarget-ai/reviews) Find & Enrich with 840M+ profiles. Validate contacts. Reach buyers on Email and LinkedIn. Close with a CRM built for salespeople — Power Dialer included. SalesTarget.ai is an AI-powered Sales Intelligence Operating System (Sales OS) built for outbound-driven B2B companies, agencies, and modern revenue teams. It centralizes every stage of the sales workflow — from data intelligence and enrichment to outreach, pipeline management, and AI assistance — eliminating the need for multiple disconnected tools. At its core is the Intelligence Engine: a unified lead enrichment and prospecting platform powered by 840M+ profiles, 150M+ company entities, 4,000+ data signals, and 50+ premium data providers. Discover and enrich any prospect with firmographic, technographic, contact, and behavioural data — including real-time intent signals that surface in-market buyers before your competitors do. Cold Email Outreach helps revenue teams scale personalized campaigns with smart sending, warm-up sequences, advanced spintax, unified inbox, and deliverability-optimized workflows. Power Dialer gives sales reps the ability to auto-dial sequentially through call lists directly from the CRM — maximizing talk time, eliminating manual dialing, and keeping every call logged and tracked in one place. LinkedIn Automation extends reach across channels with connection requests, InMail sequences, profile engagement, and drip follow-ups — all coordinated with email and phone for true multichannel prospecting. Built-in Email Validation cleans and verifies every contact before outreach, reducing bounce rates and protecting sender reputation. An integrated CRM manages the full pipeline — deals, touchpoints, call logs, tasks, and team collaboration — without needing an external tool. AI Co-pilot ties everything together. Through simple chat commands, it finds leads, builds sequences, launches campaigns, summarizes analytics, and audits performance in real time. SalesTarget.ai: Intelligence → Enrichment → Validation → Email → Power Dialer → LinkedIn → CRM → AI Co-pilot. One platform. Infinite scale. **Average Rating:** 4.7/5.0 **Total Reviews:** 57 #### How Do G2 Users Rate Salestarget.ai? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Salestarget.ai? - **Seller:** [Salestarget LLC](https://www.g2.com/sellers/salestarget-llc) - **Year Founded:** 2024 - **HQ Location:** Newark, US - **Twitter:** @Salestargetai 20 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f126cb83bf0ab052cae5c2bd3dc53eb64438b92a327160f296dfcf0b89045e9d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalestarget-ai&secure%5Burl_type%5D=linkedin_company_website) 24 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, CTO - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 77% Small, 40% Medium #### What Do G2 Reviewers Say About Salestarget.ai? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **effective CRM integration and automation** of Salestarget.ai, streamlining sales processes and enhancing engagement. - Users appreciate the **efficiency** of Salestarget.ai, enhancing outreach and analytics while supporting diverse sales stages effortlessly. - Users value the **ease of use** of SalesTarget.ai, seamlessly integrating into existing workflows for effective outreach automation. - Users value the **time-saving capabilities** of Salestarget.ai, streamlining outreach across channels and enhancing prospecting efficiency. - Users commend the **seamless lead generation** capabilities of Salestarget.ai, enhancing efficiency and engagement across multiple channels. ##### Cons - Users note the **incomplete information** in Salestarget.ai leads to occasional manual verification and inconsistent data quality. - Users note a **steep learning curve** , requiring time to master complex features and workflows for optimal results. - Users find that **campaign management requires constant monitoring** , affecting the efficiency of data handling and performance insights. - Users experience **inadequate reporting** which complicates performance tracking, especially for LinkedIn-specific engagement. - Users face a **learning difficulty** initially, as some features are not obvious and require time to master. #### What Are Recent G2 Reviews of Salestarget.ai? **["SalesTarget.ai: An All-in-One, User-Friendly Platform with a Game-Changing AI Co-Pilot"](https://www.g2.com/survey_responses/salestarget-ai-review-13129630)** **Rating:** 5.0/5.0 stars _— Imed R._ [Read full review](https://www.g2.com/survey_responses/salestarget-ai-review-13129630) **["It helps Building a targeted prospect list less time consuming"](https://www.g2.com/survey_responses/salestarget-ai-review-13035537)** **Rating:** 5.0/5.0 stars _— Jennifer S._ [Read full review](https://www.g2.com/survey_responses/salestarget-ai-review-13035537) [ Kylas Sales CRM ](https://www.g2.com/products/kylas-sales-crm/reviews) By [Kylas Growth Engine](https://www.g2.com/sellers/kylas-growth-engine) [ 4.7/5(538) ](https://www.g2.com/products/kylas-sales-crm/reviews) What do users say? Users consistently praise Kylas Sales CRM for its user-friendly interface and automation features, which simplify lead management and streamline sales processes. The platform's ability to integrate co Pros and Cons [ Ease of Use (37) ](https://www.g2.com/products/kylas-sales-crm/reviews?qs=pros-and-cons)[ Integration Issues (14) ](https://www.g2.com/products/kylas-sales-crm/reviews?qs=pros-and-cons) ### [Kylas Sales CRM](https://www.g2.com/products/kylas-sales-crm/reviews) 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:** 526 #### How Do G2 Users Rate Kylas Sales CRM? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Kylas Sales CRM? - **Seller:** [Kylas Growth Engine](https://www.g2.com/sellers/kylas-growth-engine) - **Year Founded:** 2020 - **HQ Location:** Pune, Maharashtra - **Twitter:** @Kylas90134359 21 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a0f913afb4a8c28444fd4332883114b2ddb2e4a53d5b9c7a8b5ee1a46b1db044&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkylas%2F&secure%5Burl_type%5D=linkedin_company_website) 76 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Founder, Sales Manager - **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, finding it simple and organized for data management. - Users appreciate the **user-friendly interface** of Kylas Sales CRM, making it easy to navigate and implement. - Users value the **user-friendly lead management** of Kylas Sales CRM, facilitating quick insights and efficient data distribution. - Users value the **effective task management** of Kylas Sales CRM, enhancing team efficiency and timely follow-ups. - Users praise the **exceptional customer support** of Kylas Sales CRM, highlighting its positive impact on their productivity. ##### Cons - Users find **integration issues** with Kylas Sales CRM, feeling it lacks necessary tools compared to competitors like Zoho. - Users desire **more advanced features** in Kylas Sales CRM to enhance functionality and reporting capabilities. - Users often face **slow loading** issues with Kylas Sales CRM, affecting their efficiency and overall experience. - Users experience **technical bugs** that disrupt workflow, suggesting a need for regular software updates to mitigate issues. - Users find the **limited customization options** of Kylas Sales CRM restrict their effectiveness and flexibility in usage. #### What Are Recent G2 Reviews of Kylas Sales CRM? **["User-Friendly CRM with Strong Automation and Growth Potential"](https://www.g2.com/survey_responses/kylas-sales-crm-review-13174933)** **Rating:** 5.0/5.0 stars _— Rushikesh G._ [Read full review](https://www.g2.com/survey_responses/kylas-sales-crm-review-13174933) **["Excellent CRM for Lead Management & Sales Growth"](https://www.g2.com/survey_responses/kylas-sales-crm-review-13134939)** **Rating:** 5.0/5.0 stars _— marketing E._ [Read full review](https://www.g2.com/survey_responses/kylas-sales-crm-review-13134939) [ Streak ](https://www.g2.com/products/streak/reviews) By [Streak](https://www.g2.com/sellers/streak) [ 4.5/5(265) ](https://www.g2.com/products/streak/reviews) What do users say? Users consistently praise Streak for its seamless integration with Gmail, which allows for easy email tracking and management without switching platforms. The intuitive interface and customizable pipe Pros and Cons [ Ease of Use (9) ](https://www.g2.com/products/streak/reviews?qs=pros-and-cons)[ Learning Curve (4) ](https://www.g2.com/products/streak/reviews?qs=pros-and-cons) ### [Streak](https://www.g2.com/products/streak/reviews) 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:** 263 #### How Do G2 Users Rate Streak? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Streak? - **Seller:** [Streak](https://www.g2.com/sellers/streak) - **Year Founded:** 2011 - **HQ Location:** San Francisco, CA - **Twitter:** @Streak 7,473 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c289e7c6885a71437d9d74e2916bbb1742d409e78cfb2f34570c4164b2da275&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10177683%2F&secure%5Burl_type%5D=linkedin_company_website) 38 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Engineer, Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 74% Small, 14% Medium #### What Do G2 Reviewers Say About Streak? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Streak, seamlessly integrating into Gmail for effortless deal management. - Users value the **easy tracking** features of Streak, appreciating real-time insights directly within Gmail for efficient management. - Users appreciate the **seamless Gmail integration** of Streak, making deal management and tracking effortless and organized. - Users rave about how **easy email tracking** is with Streak, providing real-time insights on client interactions. - Users love Streak's **seamless integration with Gmail** , making email campaign tracking and management incredibly convenient and efficient. ##### Cons - Users find the **learning curve steep** , making it difficult to quickly adapt and fully utilize Streak's features. - Users find the **limited features** of Streak restrictive, especially for complex pipelines and customization needs. - Users find the **missing features** frustrating, requiring manual setup and lacking essential reporting tools for usability. - Users report **email issues** with Streak, causing Gmail to lag and limited compatibility with other email clients. - Users find the **inadequate analytics** restricting, especially as pipelines grow more complex and require deeper insights. #### What Are Recent G2 Reviews of Streak? **["Seamlessly Integrates with Gmail for Effortless Project Tracking"](https://www.g2.com/survey_responses/streak-review-12877246)** **Rating:** 4.0/5.0 stars _— Gazmire B._ [Read full review](https://www.g2.com/survey_responses/streak-review-12877246) **["Customer tracking without leaving Gmail"](https://www.g2.com/survey_responses/streak-review-12719447)** **Rating:** 4.5/5.0 stars _— Cristina J._ [Read full review](https://www.g2.com/survey_responses/streak-review-12719447) #### What Are G2 Users Discussing About Streak? - [What is Streak used for?](https://www.g2.com/discussions/what-is-streak-used-for) - 1 comment - [How much does streak cost?](https://www.g2.com/discussions/how-much-does-streak-cost) - [What is a streak?](https://www.g2.com/discussions/what-is-a-streak) - [Is streak a CRM?](https://www.g2.com/discussions/is-streak-a-crm) - 1 comment - [How do you use streak?](https://www.g2.com/discussions/how-do-you-use-streak) [ Snov.io ](https://www.g2.com/products/snov-io/reviews) By [Snovio](https://www.g2.com/sellers/snovio) [ 4.5/5(495) ](https://www.g2.com/products/snov-io/reviews) What do users say? Users consistently praise Snov.io for its ease of use and comprehensive features that streamline lead generation and email outreach. The platform's ability to combine email verification, automation, a Pros and Cons [ Ease of Use (157) ](https://www.g2.com/products/snov-io/reviews?qs=pros-and-cons)[ Email Issues (46) ](https://www.g2.com/products/snov-io/reviews?qs=pros-and-cons) ### [Snov.io](https://www.g2.com/products/snov-io/reviews) Snov.io is a B2B lead generation and multichannel outreach automation platform designed to help sales and marketing teams improve reply rates and manage outbound campaigns more efficiently. From finding verified leads to launching automated email and LinkedIn campaigns, Snov.io streamlines the outbound process in one unified workspace. With Snov.io, you can: - Discover and verify high-quality B2B leads - Build targeted lead lists with AI-powered prospecting - Set up and manage email infrastructure - Automate multichannel outreach campaigns (email and LinkedIn) - Track engagement and manage pipelines in a built-in CRM - Optimize deliverability and scale outbound campaigns Snov.io combines lead generation, outreach automation, and deal management into one platform - helping sales managers, business owners, marketing managers, and C-level executives manage pipeline growth without relying on multiple disconnected tools. Whether you're a growing startup or an established B2B company, Snov.io supports scalable outbound systems focused on generating conversations and improving engagement. **Average Rating:** 4.5/5.0 **Total Reviews:** 486 #### How Do G2 Users Rate Snov.io? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind Snov.io? - **Seller:** [Snovio](https://www.g2.com/sellers/snovio) - **Year Founded:** 2017 - **HQ Location:** New York - **Twitter:** @snov\_io 2,583 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=031100bb2015527a47bbad060f47124d6dd724483d927e01a87089804f8d02d1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18052485%2F&secure%5Burl_type%5D=linkedin_company_website) 199 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Marketing Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 73% Small, 25% Medium #### What Do G2 Reviewers Say About Snov.io? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Snov.io, appreciating its intuitive interface and powerful, streamlined features. - Users commend Snov.io's **outstanding customer support** , highlighting helpful and proactive assistance that enhances the overall experience. - Users praise Snov.io for its **simplicity and powerful features** , greatly improving their outbound workflow and lead generation. - Users value the **simplicity and effectiveness** of Snov.io for streamlined lead generation and outreach. - Users value the **robust email tracking and campaign management features** , making outreach efforts seamless and effective. ##### Cons - Users experience **email issues** with Snov.io, including outdated databases and limited email editor functionalities. - Users find the **email editor challenging** and integration with Gmail not user-friendly, impacting their overall experience. - Users find the **email editor lacking** in features and express frustration over missing Salesforce integration. - Users find Snov.io's pricing to be **too expensive** compared to other lead generation tools available. - Users find a **steep learning curve** for novices, complicating the overall experience despite the platform's multifunctionality. #### What Are Recent G2 Reviews of Snov.io? **["Efficient Lead Generation with Room for Pricing Flexibility"](https://www.g2.com/survey_responses/snov-io-review-12824666)** **Rating:** 4.0/5.0 stars _— Ali R._ [Read full review](https://www.g2.com/survey_responses/snov-io-review-12824666) **["Comprehensive Outreach Solution for Small Teams"](https://www.g2.com/survey_responses/snov-io-review-12835650)** **Rating:** 4.0/5.0 stars _— Abhishek C._ [Read full review](https://www.g2.com/survey_responses/snov-io-review-12835650) #### What Are G2 Users Discussing About Snov.io? - [What is Snovio used for?](https://www.g2.com/discussions/what-is-snovio-used-for) - 3 comments - [What is the best email finder?](https://www.g2.com/discussions/snovio-what-is-the-best-email-finder) - 4 comments, 1 upvote - [How does SNOV IO work?](https://www.g2.com/discussions/how-does-snov-io-work) - 1 comment - [Is Snovio free?](https://www.g2.com/discussions/is-snovio-free) - 2 comments - [What is Snovio?](https://www.g2.com/discussions/what-is-snovio) - 1 comment [ SendPulse ](https://www.g2.com/products/sendpulse/reviews) By [SendPulse](https://www.g2.com/sellers/sendpulse) [ 4.6/5(716) ](https://www.g2.com/products/sendpulse/reviews) What do users say? Users consistently praise SendPulse for its ease of use and affordable pricing, making it a practical choice for small to medium businesses. The platform's ability to integrate multiple marketing chan Pros and Cons [ Ease of Use (48) ](https://www.g2.com/products/sendpulse/reviews?qs=pros-and-cons)[ Missing Features (22) ](https://www.g2.com/products/sendpulse/reviews?qs=pros-and-cons) ### [SendPulse](https://www.g2.com/products/sendpulse/reviews) SendPulse is an all-in-one marketing automation platform designed to help you streamline your sales and marketing efforts from start to finish and scale your business. SendPulse features include: - bulk email and SMS service; - sales pipeline automation; - transactional emails; - Facebook Messenger, Instagram, Telegram, and WhatsApp chatbot builder; - web push notification service; - website builder; - live chat builder; - CRM system; - online course builder and LMS. No matter which SendPulse service you choose to work with, it will feature our platform's core components: intuitive, no-code interface; user-friendly drag-and-drop builder with extensive customization options; seamless integration of individual services within the platform; and advanced marketing and sales automation capabilities. You can seamlessly combine all services into a unified system to create automated sales pipelines. SendPulse’s online course builder integrates various marketing and sales automation tools, allowing you to effortlessly engage new students, nurture relationships with your existing audience, and effectively monetize your expertise. SendPulse is always available on your smartphone, enabling you to launch marketing campaigns, interact with your chatbot subscribers, and manage your audience from anywhere. Online courses created with SendPulse's course builder are also accessible on mobile devices. Education by SendPulse is a user-friendly app that allows students to create and edit their profiles, enroll in courses, track their learning progress, and communicate with instructors. You only need a smartphone or tablet to register, create a student account, and successfully start and complete your training. SendPulse offers a wide range of comprehensive, seamlessly integrated marketing solutions. Our core objective is to optimize marketers’ and business owners’ workflows and empower them to drive company growth through more efficient sales and marketing processes. With SendPulse, you can efficiently: - Build and segment your audience. - Manage all your sales and marketing activities from a single platform. - Track and analyze the effectiveness of your deals. - Make data-driven decisions based on actionable insights. - Boost your sales through personalized messaging tailored to subscribers across every stage of your sales funnel. SendPulse offers unlimited email campaigns, 24/7 live support, exceptional deliverability, and detailed reporting on every pricing plan. Our free plan includes 15,000 emails per month, while paid subscriptions start at just $9.85 per month. **Average Rating:** 4.6/5.0 **Total Reviews:** 685 #### How Do G2 Users Rate SendPulse? - **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:** 8.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind SendPulse? - **Seller:** [SendPulse](https://www.g2.com/sellers/sendpulse) - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @SendPulseCom 2,084 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c48e4c43fe79b718d450ef6fef5e46a158f2d9136cdaebce7bce9bdbf6f23f4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9359878%2F&secure%5Burl_type%5D=linkedin_company_website) 190 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 91% Small, 9% Medium #### What Do G2 Reviewers Say About SendPulse? _AI-generated summary from verified user reviews_ ##### Pros - Users find SendPulse to be **very easy to use** , enjoying a seamless sign-up process and intuitive interface. - Users love the **automation capabilities** of SendPulse, streamlining email and message management effortlessly. - Users love the **versatile functionality** of SendPulse, combining email, SMS, and chatbots in a user-friendly platform. - Users appreciate the **user-friendly interface** of SendPulse, making campaign setup and management effortless and intuitive. - Users highlight the **fantastic customer support** of SendPulse, appreciating the ability to speak to real people. ##### Cons - Users note the **missing features** in SendPulse, particularly in the analytics and mobile app, hindering overall usability. - Users find the **limited features** of SendPulse lacking, particularly in analytics and mobile app functionality. - Users find the **learning curve steep** due to confusing FAQs and an overloaded interface for advanced features. - Users express concerns over **limited options** in SendPulse, particularly in integrations and feature availability. - Users find the **WhatsApp API setup and automation flow confusing** , which can frustratingly hinder their experience and efficiency. #### What Are Recent G2 Reviews of SendPulse? **["Chat Bot is a great source of information for our users and saves us great amount of work."](https://www.g2.com/survey_responses/sendpulse-review-8697479)** **Rating:** 5.0/5.0 stars _— Fernando C._ [Read full review](https://www.g2.com/survey_responses/sendpulse-review-8697479) **["Sendpulse Does Everything I Need: Intuitive Chatbot Builder That Just Works"](https://www.g2.com/survey_responses/sendpulse-review-13054623)** **Rating:** 4.5/5.0 stars _— Vercueil v._ [Read full review](https://www.g2.com/survey_responses/sendpulse-review-13054623) #### What Are G2 Users Discussing About SendPulse? - [What is SendPulse used for?](https://www.g2.com/discussions/what-is-sendpulse-used-for) - 1 comment [ NetSuite ](https://www.g2.com/products/oracle-netsuite/reviews) By [Oracle](https://www.g2.com/sellers/oracle) [ 4.1/5(4,881) ](https://www.g2.com/products/oracle-netsuite/reviews) What do users say? Users consistently praise the software for its customization options and user-friendly interface, which facilitate tailored solutions for diverse business needs. The ability to integrate with various Pros and Cons [ Ease of Use (568) ](https://www.g2.com/products/oracle-netsuite/reviews?qs=pros-and-cons)[ Learning Curve (383) ](https://www.g2.com/products/oracle-netsuite/reviews?qs=pros-and-cons) ### [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) As the world's #1 AI Cloud ERP solution for more than 25 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on financials and ERP, we now provide an AI-powered integrated system that also includes inventory management, HR, professional services automation, and commerce, and is used by more than 43,000 customers in 220 countries. **Average Rating:** 4.1/5.0 **Total Reviews:** 4,730 #### How Do G2 Users Rate NetSuite? - **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind NetSuite? - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Company Website:** www.oracle.com - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle 827,997 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website) 208,078 employees on LinkedIn® #### 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 value the **ease of use** in navigating and customizing reports, enhancing efficiency and productivity. - Users value the **customizability** of NetSuite, which adapts seamlessly to diverse business needs and processes. - Users value the **robust reporting and integration capabilities** of NetSuite, enhancing cross-functional business operations seamlessly. - Users benefit from **extensive customization options** in NetSuite, greatly enhancing data management and user experience. - Users value the **customization options** in NetSuite, enhancing usability and control for streamlined data management. ##### Cons - Users find the **learning curve steep** , making initial setup and customization time-consuming and frustrating. - Users find the **interface outdated** and experience significant challenges with usability and integration complexities. - Users find the **missing features** in NetSuite frustrating, particularly with complex settings and limited customization options. - Users express frustration with **limited customization** options in NetSuite, impacting functionality and integration across workflows. - Users find NetSuite to have a **not user-friendly** interface, causing frustration during setup and navigation. #### What Are Recent G2 Reviews of NetSuite? **["Highly Customizable and Efficient ERP,"](https://www.g2.com/survey_responses/netsuite-review-8185079)** **Rating:** 4.5/5.0 stars _— Sandeep k._ [Read full review](https://www.g2.com/survey_responses/netsuite-review-8185079) **["Robust Role-Based Security, Custom Dashboards, and Solid P2P Management"](https://www.g2.com/survey_responses/netsuite-review-13170614)** **Rating:** 4.0/5.0 stars _— Arfa Z._ [Read full review](https://www.g2.com/survey_responses/netsuite-review-13170614) #### What Are G2 Users Discussing About NetSuite? - [Is NetSuite an accounting software?](https://www.g2.com/discussions/is-netsuite-an-accounting-software) - 4 comments - [What is NetSuite built on?](https://www.g2.com/discussions/what-is-netsuite-built-on) - 1 comment - [Is NetSuite a good ERP system?](https://www.g2.com/discussions/is-netsuite-a-good-erp-system) - 3 comments, 1 upvote - [What is a NetSuite software?](https://www.g2.com/discussions/what-is-a-netsuite-software) - 3 comments [ Teamleader ](https://www.g2.com/products/teamleader/reviews) By [Teamleader](https://www.g2.com/sellers/teamleader) [ 4.3/5(58) ](https://www.g2.com/products/teamleader/reviews) What do users say? Users consistently praise the software for its ease of use and efficient task management, making it a valuable tool for organizing sales and project workflows. The intuitive interface allows teams to Pros and Cons [ Project Management (3) ](https://www.g2.com/products/teamleader/reviews?qs=pros-and-cons)[ Learning Curve (2) ](https://www.g2.com/products/teamleader/reviews?qs=pros-and-cons) ### [Teamleader](https://www.g2.com/products/teamleader/reviews) Teamleader removes the daily hassle of running a business. Our work management software lets you sell, bill and organise work in one place. By centralizing all this information, you stop the chaos of info being spread over different inboxes, Excel sheets and tools. You get a perfect overview of ongoing sales opportunities, projects and payments, and a deep insight into how your business is really performing. More than 60.000 people stay in control of their work every day with our work management solutions. From IT agencies and digital marketers all the way to plumbers and construction companies. Ready for more business and less hassle? **Average Rating:** 4.3/5.0 **Total Reviews:** 52 #### How Do G2 Users Rate Teamleader? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Teamleader? - **Seller:** [Teamleader](https://www.g2.com/sellers/teamleader) - **Year Founded:** 2012 - **HQ Location:** Ghent,Belgium - **Twitter:** @teamleader 1,022 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=21bd271d27bf174c8413e291226d2269ccd2fe78194c0801f9b6ffa35e821c99&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F545733%2F&secure%5Burl_type%5D=linkedin_company_website) 345 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 72% Small, 21% Medium #### What Do G2 Reviewers Say About Teamleader? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **intuitive project management** features of Teamleader, making collaboration easy and organizing tasks enjoyable. - Users commend Teamleader for its **quick and responsive customer support** , enhancing their overall experience with the platform. - Users find Teamleader's **ease of use** exceptional, enjoying its intuitive design and straightforward project management features. - Users love the **intuitive design** of Teamleader, making project management and invoicing easy and enjoyable. - Users appreciate the **clear and intuitive invoicing** feature of Teamleader, streamlining financial management efficiently. ##### Cons - Users find the **learning curve steep** for Teamleader, particularly with advanced features and invoicing processes. - Users find the **account setup difficult** , especially when trying to configure advanced features like custom reporting. - Users find the **complex processes** of Teamleader challenging, especially with inflexible invoice edits and missing features. - Users find Teamleader's pricing to be **on the higher side** , posing challenges for smaller businesses or teams. - Users find it **difficult to set up advanced features** like custom reporting in Teamleader, complicating their user experience. #### What Are Recent G2 Reviews of Teamleader? **["User-Friendly CRM with Robust Features, Slightly Pricey"](https://www.g2.com/survey_responses/teamleader-review-13002639)** **Rating:** 4.5/5.0 stars _— Saad H._ [Read full review](https://www.g2.com/survey_responses/teamleader-review-13002639) **["Centralized Team Coordination with Room to Grow"](https://www.g2.com/survey_responses/teamleader-review-12951995)** **Rating:** 4.0/5.0 stars _— Jabbie P._ [Read full review](https://www.g2.com/survey_responses/teamleader-review-12951995) #### What Are G2 Users Discussing About Teamleader? - [What is Teamleader used for?](https://www.g2.com/discussions/what-is-teamleader-used-for) - 1 comment [ Ontraport ](https://www.g2.com/products/ontraport/reviews) By [Ontraport](https://www.g2.com/sellers/ontraport) [ 4.5/5(255) ](https://www.g2.com/products/ontraport/reviews) What do users say? Users consistently praise the customer support provided by Ontraport, highlighting its responsiveness and helpfulness. Many appreciate the all-in-one functionality that simplifies managing various bus Pros and Cons [ Customer Support (10) ](https://www.g2.com/products/ontraport/reviews?qs=pros-and-cons)[ Learning Curve (6) ](https://www.g2.com/products/ontraport/reviews?qs=pros-and-cons) ### [Ontraport](https://www.g2.com/products/ontraport/reviews) Ontraport is a CRM and marketing automation platform designed for small and mid-sized businesses that need to manage contacts, automate marketing and sales, process payments, and build web experiences from a single system. Unlike point solutions that require businesses to integrate multiple tools, Ontraport centralizes customer data, marketing automation, sales pipelines, payment processing, and website management in one shared database. This unified architecture allows teams to create connected workflows across every stage of the customer lifecycle without relying on third-party integrations or custom development. Ontraport is built for operations, marketing, and sales teams at established businesses that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core features and capabilities: • CRM and contact management — a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines • Marketing automation — multi-channel automation across email and SMS, with behavioral triggers, lead routing, and attribution reporting • Payments and ecommerce — order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center • Dynamic CMS — no-code tools for building websites, landing pages, membership sites, online courses, and customer portals • Shared inbox — centralized customer communications across channels for support and sales teams • AI Assistant — runs inside automations with access to unified customer data to segment contacts, personalize messaging, and route communications automatically • Reporting and analytics — campaign performance tracking, revenue attribution, and contact-level activity history Ontraport integrates with third-party tools via API and Zapier and supports custom development through an open API. The platform is web-based and includes a mobile app for iOS and Android. Founded in 2006 and headquartered in California, Ontraport serves thousands of businesses across more than 60 countries. **Average Rating:** 4.5/5.0 **Total Reviews:** 246 #### How Do G2 Users Rate Ontraport? - **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:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind Ontraport? - **Seller:** [Ontraport](https://www.g2.com/sellers/ontraport) - **Company Website:** ontraport.com - **Year Founded:** 2006 - **HQ Location:** Covina, CA - **Twitter:** @Ontraport 12,056 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3073a235e07fc659b8c09489d5d7ea7fcba6b6c3ea4a1393d1c073f5684e56&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2597064%2F&secure%5Burl_type%5D=linkedin_company_website) 97 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Professional Training & Coaching, Marketing and Advertising - **Company Size:** 93% Small, 4% Medium #### What Do G2 Reviewers Say About Ontraport? _AI-generated summary from verified user reviews_ ##### Pros - Users rave about the **amazing customer support** at Ontraport, appreciating prompt assistance and knowledgeable agents. - Users love the **amazing customer support** from Ontraport, highlighting quick, knowledgeable assistance for their needs. - Users greatly appreciate the **exceptional customer support** of Ontraport, highlighting responsive and knowledgeable agents to assist them. - Users find Ontraport **very user friendly and intuitive** , making it easy to navigate and utilize its features effectively. - Users value the **powerful automation** and contact management features of Ontraport, streamlining their business processes effectively. ##### Cons - Users find the **steep learning curve** challenging, requiring time and support to fully understand the system. - Users find the **interface not intuitive** , leading to a steep learning curve that can be overwhelming for beginners. - Users report **poor customer support** , particularly regarding refunds and a rigid policy that prioritizes rules over relationships. - Users find Ontraport's **no refund policy** frustrating, especially concerning charges for unused and dormant accounts. - Users find **contact management confusing** , especially with automatic billing and using triggers to group contacts effectively. #### What Are Recent G2 Reviews of Ontraport? **["Ontraport Delivers: Flexible Custom Objects and Powerful, Scalable Automation"](https://www.g2.com/survey_responses/ontraport-review-13120768)** **Rating:** 4.5/5.0 stars _— Ben J._ [Read full review](https://www.g2.com/survey_responses/ontraport-review-13120768) **["Ontraport Makes Building Pages and Sequences Easy for Small Businesses"](https://www.g2.com/survey_responses/ontraport-review-13105224)** **Rating:** 4.0/5.0 stars _— Leah H._ [Read full review](https://www.g2.com/survey_responses/ontraport-review-13105224) #### What Are G2 Users Discussing About Ontraport? - [Is Ontraport a CRM?](https://www.g2.com/discussions/is-ontraport-a-crm) - 2 comments - [How much does Ontraport cost?](https://www.g2.com/discussions/how-much-does-ontraport-cost) - 2 comments - [Who uses Ontraport?](https://www.g2.com/discussions/who-uses-ontraport) - 2 comments - [What is Ontraport used for?](https://www.g2.com/discussions/what-is-ontraport-used-for) - 1 comment [ Apptivo ](https://www.g2.com/products/apptivo/reviews) By [Apptivo](https://www.g2.com/sellers/apptivo) [ 4.4/5(223) ](https://www.g2.com/products/apptivo/reviews) What do users say? Users consistently praise the customer support provided by Apptivo, highlighting its responsiveness and helpfulness in resolving issues. Many appreciate the ease of use and customization options that Pros and Cons [ Customer Support (33) ](https://www.g2.com/products/apptivo/reviews?qs=pros-and-cons)[ Learning Curve (11) ](https://www.g2.com/products/apptivo/reviews?qs=pros-and-cons) ### [Apptivo](https://www.g2.com/products/apptivo/reviews) Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle: **Marketing** - Create targeted lists of contacts, build & deliver email campaigns, and track analytics. **Sales** - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting. **Help Desk** - A powerful ticketing system with email integration, web portal, and time tracking. **Project Management** - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent. **Field Service** - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing. **Quoting & Billing** - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities. **Order Management** - Turn quotes into orders, track inventory & shipments, and bill the customer for your product. **Procurement & Supply Chain** - Manage your vendors, track purchase orders & invoicing, and manage inventory. Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: **Affordability** , **Flexibility** , and **Capability**. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business. **Average Rating:** 4.4/5.0 **Total Reviews:** 217 #### How Do G2 Users Rate Apptivo? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind Apptivo? - **Seller:** [Apptivo](https://www.g2.com/sellers/apptivo) - **Year Founded:** 2009 - **HQ Location:** Fremont, California - **Twitter:** @Apptivo 5,946 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bcad1a66e3b3f952602b0684372473e8d21061c31322b5bfba1d8c924df330cd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F987634%2F&secure%5Burl_type%5D=linkedin_company_website) 223 employees on LinkedIn® - **Phone:** +1 (855) 345-2777 #### Who Uses This Product? - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Construction - **Company Size:** 82% Small, 14% Medium #### What Do G2 Reviewers Say About Apptivo? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate Apptivo's **excellent customer support** , noted for its responsiveness and detailed documentation throughout the implementation process. - Users commend Apptivo's **helpful support** , highlighting its responsiveness and detailed documentation that enhance the user experience. - Users appreciate the **ease of use** of Apptivo, praising its intuitive navigation and fast implementation. - Users value the **high customization ability** of Apptivo, allowing tailored solutions to fit their unique business processes. - Users value the **high customizability** of Apptivo, enabling tailored solutions for diverse business processes and needs. ##### Cons - Users find the **learning curve steep** with Apptivo, particularly with campaign setup and contact database differentiation. - Users find the **missing features** in Apptivo frustrating, lacking essential functionalities across modules and integrations. - Users experience **limited features** with Apptivo, facing inconsistencies and missing functionalities across different apps and platforms. - Users struggle with **integration issues** , facing compatibility problems and inefficiencies in their workflow management with Apptivo. - Users find **improvement needed** in documentation and integration simplicity, hindering efficient workflow across modules. #### What Are Recent G2 Reviews of Apptivo? **["All-in-One CRM Platform with Clean UI, Easy Automation, and Strong Reporting"](https://www.g2.com/survey_responses/apptivo-review-12762853)** **Rating:** 4.0/5.0 stars _— Verified User in Oil & Energy_ [Read full review](https://www.g2.com/survey_responses/apptivo-review-12762853) **["Work Organization and Activity Tracking Feel More Efficient"](https://www.g2.com/survey_responses/apptivo-review-12889408)** **Rating:** 4.5/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/survey_responses/apptivo-review-12889408) #### What Are G2 Users Discussing About Apptivo? - [What is Apptivo used for?](https://www.g2.com/discussions/what-is-apptivo-used-for) - [‹ Prev‹ Prev](/categories/crm/small-business?order=g2_score&page=3#product-list) - [1](/categories/crm/small-business?order=g2_score#product-list) - [2](/categories/crm/small-business?order=g2_score&page=2#product-list) - [3](/categories/crm/small-business?order=g2_score&page=3#product-list) - 4 - [5](/categories/crm/small-business?order=g2_score&page=5#product-list) - [6](/categories/crm/small-business?order=g2_score&page=6#product-list) - [7](/categories/crm/small-business?order=g2_score&page=7#product-list) - [8](/categories/crm/small-business?order=g2_score&page=8#product-list) - … - [11](/categories/crm/small-business?order=g2_score&page=11#product-list) - [12](/categories/crm/small-business?order=g2_score&page=12#product-list) - [Next ›Next ›](/categories/crm/small-business?order=g2_score&page=5#product-list) Spotlight Categories [Demand Side Platform (DSP)](https://www.g2.com/categories/demand-side-platform-dsp) [Help Desk Software](https://www.g2.com/categories/help-desk) [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence) [Application Performance Monitoring (APM) Tools](https://www.g2.com/categories/application-performance-monitoring-apm) [Restaurant POS Systems](https://www.g2.com/categories/restaurant-pos) Similar Categories - [Sales Compensation](/categories/sales-compensation) - [AI Sales Assistant](/categories/ai-sales-assistant) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) - [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i) [Browse CRM Themes](/categories/crm/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated Products classified in the overall CRM category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business CRM category. In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Small Business CRM Software category, a product must have at least 10 reviews left by a reviewer from a small business. Show More * * * ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)