# Best CRM Software for Small Business - Page 4

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,100

### Category Stats (Aug 2026)

- **Average Rating:** 4.39/5 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: August 01, 2026_

## How Does G2 Rank CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 122,100+ Authentic Reviews
- 1,100+ 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**

### Spendwise

Spendwise streamlines and automates your purchasing activities saving you time and money. Available features include: Purchase Requisitions, Purchase Orders, Receiving, Invoice Matching, Budgets, Approvals, Vendor Management, PunchOut Integrations, Inventory Management, Dashboards, Reports and more. Visit our website for more information and sign up for a Free Trial and/or Demo!

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-10T08%3A22%3A59Z&secure%5Bdisplayable_resource_id%5D=31&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=30414&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=30414&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%26segment%3Dsmall-business&secure%5Btoken%5D=5eb345ffbe9af6b901551c07ed8298c5d23fa028bc00d831fb0524870bf12449&secure%5Burl%5D=https%3A%2F%2Fwww.spendwise.com%2F&secure%5Burl_type%5D=custom_url)

### [Scoro](https://www.g2.com/products/scoro/reviews)

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale.

**Average Rating:** 4.5/5.0

**Total Reviews:** 488

#### How Do G2 Users Rate Scoro?

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

#### Who Is the Company Behind Scoro?

- **Seller:** [Scoro](https://www.g2.com/sellers/scoro)
- **Company Website:** www.scoro.com
- **Year Founded:** 2013
- **HQ Location:** London
- **Twitter:** @ScoroSoftware  
8,204 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c4b840044faa6933148653c2e176735de9e60141f0ee535ec0459b789766380c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F294623%2F&secure%5Burl_type%5D=linkedin_company_website)  
141 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 66% Small, 25% Medium

#### What Do G2 Reviewers Say About Scoro?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Scoro, benefiting from its streamlined all-in-one platform for various tasks.
- Users value Scoro for its **integrated project management capabilities** , simplifying task tracking and business conversations significantly.
- Users value the **comprehensive project tracking** in Scoro, enhancing management and profitability for their campaigns.
- Users value the **efficient time tracking** feature of Scoro, enhancing productivity without adding complexity.
- Users find the **task management features** of Scoro invaluable for integrating projects, budgets, and workflows in one platform.

##### Cons

- Users find the **learning curve** challenging due to complexity and rigidity, impacting workflow efficiency during setup.
- Users find Scoro's interface **not intuitive** , especially for tasks like creating PTO days and using the mobile app.
- Users note the **missing features** in Scoro's mobile version and some integrations that limit functionality.
- Users experience a **steep learning curve** with Scoro, challenging for new users due to its complexity and usability issues.
- Users find Scoro's **complexity** necessitates extensive training, hindering the initial user experience despite its robust features.

#### What Are Recent G2 Reviews of Scoro?

**["Absolutely essential for time and team management"](https://www.g2.com/survey_responses/scoro-review-4620988)**

**Rating:** 4.5/5.0 stars

_— Anna-Kaisa R._

[Read full review](https://www.g2.com/survey_responses/scoro-review-4620988)

**["Subtasks and dependencies made cross-functional delivery planning much easier"](https://www.g2.com/survey_responses/scoro-review-13115286)**

**Rating:** 5.0/5.0 stars

_— Yaroslav B._

[Read full review](https://www.g2.com/survey_responses/scoro-review-13115286)

#### What Are G2 Users Discussing About Scoro?

- [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for)
- [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide)
- [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project)
- [How much does Scoro cost?](https://www.g2.com/discussions/how-much-does-scoro-cost)
- [What are some unique features of project management software?](https://www.g2.com/discussions/scoro-what-are-some-unique-features-of-project-management-software)

### [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)

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)

### [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:** 1,464

#### 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)

**["Robust CRM with Seamless Microsoft Integration"](https://www.g2.com/survey_responses/dynamics-365-sales-review-13195776)**

**Rating:** 4.5/5.0 stars

_— Shrey S._

[Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-13195776)

#### 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)

### [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)

### [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

### [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:** 642

#### 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)

### [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:** 528

#### 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)

**["Growth-Focused: Essential CRM Tool for Scaling Our Sales Pipeline and Powerful Automation"](https://www.g2.com/survey_responses/kylas-sales-crm-review-13190406)**

**Rating:** 5.0/5.0 stars

_— Vinay Kumar ._

[Read full review](https://www.g2.com/survey_responses/kylas-sales-crm-review-13190406)

### [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:** 487

#### 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)  
193 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

### [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:** 264

#### 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)  
37 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)

**["Seamless Gmail Integration with Powerful Task Tracking and Snippets"](https://www.g2.com/survey_responses/streak-review-12809729)**

**Rating:** 4.5/5.0 stars

_— Keshavi V._

[Read full review](https://www.g2.com/survey_responses/streak-review-12809729)

#### 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)

### [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

### [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:** 4,754

#### 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

### [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)  
95 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 has streamlined my business and helped me do more business online."](https://www.g2.com/survey_responses/ontraport-review-18725)**

**Rating:** 5.0/5.0 stars

_— Robyn C._

[Read full review](https://www.g2.com/survey_responses/ontraport-review-18725)

**["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

### [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:** 686

#### 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)  
192 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 90% 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

### [Coevera](https://www.g2.com/products/coevera/reviews)

Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.

**Average Rating:** 4.6/5.0

**Total Reviews:** 444

#### How Do G2 Users Rate Coevera?

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

#### Who Is the Company Behind Coevera?

- **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc)
- **Company Website:** www.coevera.com
- **Year Founded:** 2007
- **HQ Location:** Los Angeles, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=80e8a1f76d96cff448580607ff9bec73ce5f391a4a73ab5b041aeb685872c49e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2067987%2F&secure%5Burl_type%5D=linkedin_company_website)  
118 employees on LinkedIn®
- **Phone:** (888) 843-6699

#### Who Uses This Product?

- **Who Uses This:** President, Director
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 71% Small, 23% Medium

#### What Do G2 Reviewers Say About Coevera?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Coevera, appreciating its intuitive interface and seamless functionality for daily tasks.
- Users value the **easy tracking** of deals through the intuitive visual sales pipeline, enhancing process management significantly.
- Users praise **streamlined lead generation** with Coevera, enhancing productivity and providing clear insights on opportunities.
- Users praise the **highly visual and intuitive interface** of Coevera, facilitating quick tracking of deals and performance.
- Users appreciate the **user-friendly interface** of Coevera, enjoying its intuitive design and easy navigation for daily tasks.

##### Cons

- Users find **limited customization** options in Coevera, which hampers organization and flexibility in document management.
- Users find Coevera to be **expensive** , making it difficult for small businesses to afford the service.
- Users find the **complexity** of Coevera challenging, especially regarding deployment and managing features effectively.
- Users express frustration over **integration issues** , limiting flexibility and making usage less seamless with other tools.
- Users find the **learning curve steep** initially due to the complexity of features and limited customization options.

#### What Are Recent G2 Reviews of Coevera?

**["The real value showed up when I stopped using it like a database"](https://www.g2.com/survey_responses/coevera-review-13022665)**

**Rating:** 4.5/5.0 stars

_— Yaroslav B._

[Read full review](https://www.g2.com/survey_responses/coevera-review-13022665)

**["Handling Consultation Activities and Follow Up Tracking Feels More Structured"](https://www.g2.com/survey_responses/coevera-review-12886493)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/coevera-review-12886493)

#### What Are G2 Users Discussing About Coevera?

- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for)
- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment

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