# Best CRM Software for Small Business - Page 5

## 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**

### SAP Sales Cloud

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-29T03%3A57%3A37Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&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%3D5&secure%5Btoken%5D=9678c4a92c4eb7db02096dbe408555a4b6d658ef5a2baa0ad0f89a30a9f80d19&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fproducts%2Fcrm%2Fsales-cloud.html&secure%5Burl_type%5D=paid_promos)

[
Kommo
](https://www.g2.com/products/kommo/reviews)

By [Kommo](https://www.g2.com/sellers/kommo)

[

4.1/5(67)

](https://www.g2.com/products/kommo/reviews)

What do users say?

Users consistently praise the ease of use and intuitive interface of Kommo, which simplifies lead management and customer communication. The platform's ability to centralize conversations and automate

Pros and Cons

[
Integration (4)
](https://www.g2.com/products/kommo/reviews?qs=pros-and-cons)[
Expertise Required (2)
](https://www.g2.com/products/kommo/reviews?qs=pros-and-cons)

### [Kommo](https://www.g2.com/products/kommo/reviews)

Kommo is a complete Messaging CRM designed for businesses that communicate through WhatsApp, Instagram, Telegram, and other messaging apps. It unifies all conversations in one place to help teams build stronger relationships, streamline lead management, and make faster, data-driven decisions. What makes Kommo different Unified inbox across all channels Brings WhatsApp, Instagram, email, calls, and web-chat messages into a single dashboard so teams never miss a conversation. WhatsApp and Instagram CRM Captures leads directly from WhatsApp Business (Cloud API) and Instagram, instantly creating lead profiles and organizing them into customizable sales pipelines. No-code chatbots Delivers 24/7 lead qualification and automated support with a simple, visual builder that requires no programming skills. Workflow automation Automates repetitive tasks, follow-ups, and pipeline transitions, allowing teams to focus on high-value conversations and closing deals. Complete sales toolkit Includes chat, calling, email, broadcasts, web forms, lead capture tools, analytics dashboards, and a mobile app for iOS and Android. AI-powered tools Offers message suggestions, lead enrichment, conversation summaries, and automation enhancements to improve productivity. Fast setup Users can connect messaging channels, import contacts, and start managing leads within minutes. Free onboarding and multilingual support are included. Why businesses choose Kommo - WhatsApp CRM - Instagram CRM - Unified messaging inbox - No-code chatbots - Workflow automation - Analytics and reporting - Mobile CRM app - Easy setup with free onboarding Kommo is a messaging-first CRM that helps businesses deliver faster responses, automate customer communication, and close more deals. Try it for free today.

**Average Rating:** 4.1/5.0

**Total Reviews:** 63

#### How Do G2 Users Rate Kommo?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Kommo?

- **Seller:** [Kommo](https://www.g2.com/sellers/kommo)
- **Company Website:** www.kommo.com
- **Year Founded:** 2009
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bc6f9f3cd65c9158104d018b8e470188479431d78a8517c6c3f0565d69724d8a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkommo%2F&secure%5Burl_type%5D=linkedin_company_website)  
450 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 73% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **seamless integrations** of Kommo, allowing easy management and centralization of all their communication tools.
- Users appreciate the **intuitive and user-friendly interface** of Kommo, facilitating efficient management of communications and sales.
- Users appreciate the **automation features** of Kommo, as they effectively save time and organize follow-ups effortlessly.
- Users love the **intuitive and user-friendly interface** of Kommo, enhancing their management of conversations and leads.
- Users value the **task management features** of Kommo, enabling efficient organization and streamlined communication.

##### Cons

- Users feel that **expertise is required** for proper support, often lacking direct access to technical assistance.
- Users report **integration issues** with Kommo, experiencing slow support responses and unreliable connections with tools like Google Sheets.
- Users find the **learning curve steep** due to complex setups and slow support responses when configuring automations.
- Users feel the **limited customization** options hinder flexibility, making the setup process more challenging than necessary.
- Users experience **connectivity issues** with Kommo, often facing lag and slow updates that hinder productivity.

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

**["Robust Omnichannel Integration and Simple Configuration with the best cost-benefit in the market."](https://www.g2.com/survey_responses/kommo-review-12801426)**

**Rating:** 5.0/5.0 stars

_— Gestão O._

[Read full review](https://www.g2.com/survey_responses/kommo-review-12801426)

**["An Excellent CRM for Managing Client Relationships"](https://www.g2.com/survey_responses/kommo-review-13165061)**

**Rating:** 4.5/5.0 stars

_— Verified User in Consulting_

[Read full review](https://www.g2.com/survey_responses/kommo-review-13165061)

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

- [What does Amocrm do?](https://www.g2.com/discussions/what-does-amocrm-do)
- [Is Amo CRM free?](https://www.g2.com/discussions/is-amo-crm-free)
- [Is amoCRM safe?](https://www.g2.com/discussions/is-amocrm-safe)
- [What is amoCRM used for?](https://www.g2.com/discussions/what-is-amocrm-used-for)

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

By [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc)

[

4.6/5(480)

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

What do users say?

Users consistently praise the visual interface and ease of use of Pipeliner CRM, highlighting how it simplifies sales management and enhances team collaboration. The intuitive design allows for quick

Pros and Cons

[
Ease of Use (13)
](https://www.g2.com/products/coevera/reviews?qs=pros-and-cons)[
Limited Customization (6)
](https://www.g2.com/products/coevera/reviews?qs=pros-and-cons)

### [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)  
122 employees on LinkedIn®
- **Phone:** (888) 843-6699

#### Who Uses This Product?

- **Who Uses This:** Director, President
- **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

[
Teamwork CRM
](https://www.g2.com/products/teamwork-crm/reviews)

By [Teamwork](https://www.g2.com/sellers/teamwork)

[

4.2/5(58)

](https://www.g2.com/products/teamwork-crm/reviews)

What do users say?

Users consistently praise the ease of use and collaborative features of Teamwork CRM, highlighting its intuitive interface that simplifies lead and deal management for teams. The platform's ability to

Pros and Cons

[
Ease of Use (7)
](https://www.g2.com/products/teamwork-crm/reviews?qs=pros-and-cons)[
Limited Customization (4)
](https://www.g2.com/products/teamwork-crm/reviews?qs=pros-and-cons)

### [Teamwork CRM](https://www.g2.com/products/teamwork-crm/reviews)

Teamwork.com offers a suite of integrated business management apps that enables teams to communicate seamlessly, collaborate effortlessly, drive sales, support clients and efficiently deliver on all your projects. Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your sales process — giving you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly where to focus their time and see how each deal is progressing at every stage of the sales cycle.

**Average Rating:** 4.2/5.0

**Total Reviews:** 55

#### How Do G2 Users Rate Teamwork CRM?

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

#### Who Is the Company Behind Teamwork CRM?

- **Seller:** [Teamwork](https://www.g2.com/sellers/teamwork)
- **Year Founded:** 2007
- **HQ Location:** Cork
- **Twitter:** @teamwork  
1 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d7530a7a9a1b50b103b6b37add1ac5ed68ffff24fa826c1ef51bd932ac2c2ae9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1042291%2F&secure%5Burl_type%5D=linkedin_company_website)  
549 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 53% Small, 33% Medium

#### What Do G2 Reviewers Say About Teamwork CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Teamwork CRM, enhancing productivity with its intuitive interface and clear pipeline views.
- Users appreciate the **easy setup** of Teamwork CRM, enabling quick onboarding and efficient sales process management.
- Users value the **intuitive and straightforward design** of Teamwork CRM, enhancing productivity and engagement within their sales teams.
- Users commend the **intuitive interface** of Teamwork CRM for its straightforward usability and seamless navigation.
- Users value the **efficient lead management** in Teamwork CRM, appreciating its intuitive interface and seamless team collaboration.

##### Cons

- Users express frustration over **limited customization** , wishing for more advanced features and flexible options within Teamwork CRM.
- Users feel that **missing features** in Teamwork CRM hinder efficiency, particularly in email integration and mobile functionality.
- Users face **email integration issues** with inconsistent threading and tracking, complicating communication and organization in Teamwork CRM.
- Users experience **feature issues** with email integration and mobile app limitations, hindering overall CRM efficiency.
- Users experience **integration issues** with Teamwork CRM, finding the email integration basic and lacking seamless tool connectivity.

#### What Are Recent G2 Reviews of Teamwork CRM?

**["Seamless Lead Management and Team Collaboration"](https://www.g2.com/survey_responses/teamwork-crm-review-12935853)**

**Rating:** 5.0/5.0 stars

_— Khushbu B._

[Read full review](https://www.g2.com/survey_responses/teamwork-crm-review-12935853)

**["A Reliable Workspace for Projects, Tasks, and Ongoing Activities"](https://www.g2.com/survey_responses/teamwork-crm-review-12939955)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/teamwork-crm-review-12939955)

#### What Are G2 Users Discussing About Teamwork CRM?

- [How do you use teamwork tools?](https://www.g2.com/discussions/teamwork-crm-how-do-you-use-teamwork-tools)
- [How does teamwork app work?](https://www.g2.com/discussions/teamwork-crm-how-does-teamwork-app-work)
- [What is teamwork software used for?](https://www.g2.com/discussions/teamwork-crm-what-is-teamwork-software-used-for)
- [What are some features of CRM?](https://www.g2.com/discussions/teamwork-crm-what-are-some-features-of-crm)

[
Marketing 360
](https://www.g2.com/products/madwire-marketing-360/reviews)

By [Madwire](https://www.g2.com/sellers/madwire-1dbb6f4e-0b38-4f0e-aeae-c1cae5e8c0f5)

[

3.5/5(61)

](https://www.g2.com/products/madwire-marketing-360/reviews)

What do users say?

Users consistently praise the personalized support and effective communication provided by their marketing executives, which helps them achieve their business goals. Many appreciate the platform's eas

Pros and Cons

[
Customer Support (5)
](https://www.g2.com/products/madwire-marketing-360/reviews?qs=pros-and-cons)[
Payment Issues (2)
](https://www.g2.com/products/madwire-marketing-360/reviews?qs=pros-and-cons)

### [Marketing 360](https://www.g2.com/products/madwire-marketing-360/reviews)

Marketing 360® was founded in 2009 by father and son, Joe and JB Kellogg, with a mission of making a difference by helping small businesses grow and their local communities grow. Now, located in Fort Collins, Colorado and Austin, Texas, Marketing 360 employs over 550 team members and has over 20,000 active SMB clients. Marketing 360 empowers small businesses with all the technology and talent they need to both manage and grow their business from a singular platform, including the ability to — build a professional website, accept and manage payments, manage leads and customers, book appointments, monitor reviews, manage social media, syndicate business listings, manage content marketing, run multi-channel digital advertising campaigns, and more. No more wasting time and money bouncing around multiple tools to manage and grow your business.

**Average Rating:** 3.5/5.0

**Total Reviews:** 61

#### How Do G2 Users Rate Marketing 360?

- **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 6.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Marketing 360?

- **Seller:** [Madwire](https://www.g2.com/sellers/madwire-1dbb6f4e-0b38-4f0e-aeae-c1cae5e8c0f5)
- **Year Founded:** 2009
- **HQ Location:** Fort Collins, Colorado
- **Twitter:** @Madwire  
153 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8d9a3bb441d37d981c0da07cc067d05bb67ec2eb7f8da27f98029b08b654bf2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1236339%2F&secure%5Burl_type%5D=linkedin_company_website)  
414 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Construction, Real Estate
- **Company Size:** 79% Small, 16% Medium

#### What Do G2 Reviewers Say About Marketing 360?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **responsive customer support** from Marketing 360, which provides valuable insights and assistance for their businesses.
- Users highlight the **consistent business growth** achieved with Marketing 360's comprehensive services and expert support.
- Users appreciate the **individualized approach** of Marketing 360, enhancing their competitive edge with tailored solutions and support.
- Users commend the **integrated solutions** of Marketing 360, facilitating consistent growth and a seamless user experience.
- Users find the **supportive team** at Marketing 360 invaluable for driving conversions and improving online presence.

##### Cons

- Users find the **billing structure cumbersome** , but appreciate efforts to improve payment solutions.
- Users express concern over the **lack of management check-ins** , which affects support and guidance during use.
- Users find the **billing issues** somewhat cumbersome, though solutions are being developed to alleviate the challenges.
- Users find the **integration difficulty** with social media platforms to be laborious and sometimes glitchy, though improvements are noted.
- Users find **integration issues** with Marketing 360's portal and social media platforms somewhat frustrating, despite some improvements.

#### What Are Recent G2 Reviews of Marketing 360?

**["Hands on Digital Marketing Agency"](https://www.g2.com/survey_responses/marketing-360-review-10705635)**

**Rating:** 5.0/5.0 stars

_— Martin W._

[Read full review](https://www.g2.com/survey_responses/marketing-360-review-10705635)

**["Marketing Company I can count on to move our business forward."](https://www.g2.com/survey_responses/marketing-360-review-11293833)**

**Rating:** 5.0/5.0 stars

_— Jeffrey L._

[Read full review](https://www.g2.com/survey_responses/marketing-360-review-11293833)

#### What Are G2 Users Discussing About Marketing 360?

- [What is Marketing 360 used for?](https://www.g2.com/discussions/what-is-marketing-360-used-for)
- [What does Marketing 360 do?](https://www.g2.com/discussions/what-does-marketing-360-do)
- [What software do marketing managers use?](https://www.g2.com/discussions/what-software-do-marketing-managers-use)
- [Where is marketing 360 located?](https://www.g2.com/discussions/where-is-marketing-360-located) - 1 comment
- [How much does marketing360 cost?](https://www.g2.com/discussions/how-much-does-marketing360-cost) - 1 comment

[
Bixjet
](https://www.g2.com/products/bixjet/reviews)

By [Bixjet](https://www.g2.com/sellers/bixjet)

[

4.8/5(108)

](https://www.g2.com/products/bixjet/reviews)

What do users say?

Users consistently praise Bixjet for its ease of use and excellent customer support, which significantly enhances their productivity. The platform's comprehensive features streamline marketing and sal

Pros and Cons

[
Customer Support (22)
](https://www.g2.com/products/bixjet/reviews?qs=pros-and-cons)[
Limited Customization (3)
](https://www.g2.com/products/bixjet/reviews?qs=pros-and-cons)

### [Bixjet](https://www.g2.com/products/bixjet/reviews)

BixJet is a multichannel sales automation platform built to help teams generate leads, automate follow-ups, and close deals faster, with a strong focus on LinkedIn automation, email sequencing, WhatsApp outreach, and LinkedIn data extraction. Instead of manually switching between tools, BixJet centralizes prospecting, outreach, follow-ups, and pipeline management into one unified system.

**Average Rating:** 4.8/5.0

**Total Reviews:** 108

#### How Do G2 Users Rate Bixjet?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Bixjet?

- **Seller:** [Bixjet](https://www.g2.com/sellers/bixjet)
- **Year Founded:** 2021
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c93a4b6d865a41c8c283f5f0f2bebacb08b74ff49bc00496bede4c21e28d0d3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbixjet%2F&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 86% Small, 11% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **responsive customer support** of Bixjet, noting the team's dedication to user satisfaction.
- Users find Bixjet's **ease of use** invaluable, streamlining LinkedIn outreach and enhancing their lead generation efforts.
- Users value the **automation features** of Bixjet, enhancing outreach efficiency and driving significant revenue growth seamlessly.
- Users find Bixjet's **lead management** effective and easy to use, significantly increasing potential customer engagement.
- Users love Bixjet for its **seamless automation** features, streamlining LinkedIn outreach and improving productivity effortlessly.

##### Cons

- Users find the **limited customization** options for tasks and reports in Bixjet to be a drawback.
- Users express concerns about **integration issues** , noting limitations and delays in lead uploading and LinkedIn features.
- Users find the **learning curve** with Bixjet steep initially, requiring time to fully explore advanced features.
- Users find the **lead update process somewhat slow** , wishing for a quicker response to manage their leads effectively.
- Users desire more **initial features** when signing up for Bixjet, enhancing their early experience with the CRM.

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

**["Streamlined Outreach, Easy Setup"](https://www.g2.com/survey_responses/bixjet-review-13121188)**

**Rating:** 4.5/5.0 stars

_— Olivia M._

[Read full review](https://www.g2.com/survey_responses/bixjet-review-13121188)

**["From founder pain to founder solution — BixJet just works"](https://www.g2.com/survey_responses/bixjet-review-12275738)**

**Rating:** 4.5/5.0 stars

_— James O._

[Read full review](https://www.g2.com/survey_responses/bixjet-review-12275738)

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

- [What is Bixpand.com used for?](https://www.g2.com/discussions/what-is-bixpand-com-used-for)

[
Progress Podio
](https://www.g2.com/products/progress-podio/reviews)

By [Progress Software](https://www.g2.com/sellers/progress-software)

[

4.2/5(518)

](https://www.g2.com/products/progress-podio/reviews)

What do users say?

Users consistently praise the product for its flexibility and customization, allowing teams to tailor workflows and manage projects effectively. The platform's ease of use and integration capabilities

Pros and Cons

[
Ease of Use (4)
](https://www.g2.com/products/progress-podio/reviews?qs=pros-and-cons)[
Learning Curve (3)
](https://www.g2.com/products/progress-podio/reviews?qs=pros-and-cons)

### [Progress Podio](https://www.g2.com/products/progress-podio/reviews)

Progress Podio is a flexible, custom collaboration database that enables you to accelerate and simplify your work. An all-in-one solution to accelerate productivity, digitize essential processes, streamline data collection, and automate document workflows in one secure tool. Progress Podio can automate, operationalize, and secure important business and document processes that reduces manual work and increases efficiency. Transform how work is done with versatile forms, powerful data collection, and automated client and document workflows— customized all by you with a few simple clicks. From key industries such as, creative agencies, legal services, accounting firms, real-estate, construction / manufacturing, to key departmental areas—sales, HR, marketing, legal, finance. Podio’s ability to connect diverse teams and disparate processes helps thousands of companies optimize their entire operations in one place. With Progress Podio, give your team a single tool to automate timely processes that unify in one tool. From simplifying client data collection to automating client interactions and agreements, Progress Podio simplifies your business’s most core activities.

**Average Rating:** 4.2/5.0

**Total Reviews:** 507

#### How Do G2 Users Rate Progress Podio?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Progress Podio?

- **Seller:** [Progress Software](https://www.g2.com/sellers/progress-software)
- **Company Website:** www.progress.com
- **Year Founded:** 1981
- **HQ Location:** Burlington, MA.
- **Twitter:** @ProgressSW  
48,773 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab257d11ab0255eaaae8c28635f37e0e64277d81eae954d5985edfd545cd2d69&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprogress-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,205 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Project Manager
- **Top Industries:** Real Estate, Information Technology and Services
- **Company Size:** 61% Small, 28% Medium

#### What Do G2 Reviewers Say About Progress Podio?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Progress Podio, making collaboration and management tasks simple and efficient.
- Users appreciate the **automation capabilities** of Progress Podio, enhancing productivity and simplifying task management significantly.
- Users love the **customization options** that adapt Progress Podio to their specific business processes seamlessly.
- Users love the **integrated workflows and no-code capabilities** of Progress Podio, enhancing productivity and ease of use.
- Users appreciate the **seamless integrations** in Progress Podio, enhancing collaboration and simplifying business processes across various areas.

##### Cons

- Users face a challenging **learning curve** with Progress Podio due to complex setup and technical limitations.
- Users find the **billing issues** challenging, especially with recent changes affecting admin member pricing.
- Users find the **complexity** of Progress Podio challenging, requiring significant effort to create an effective setup.
- Users express frustration with **poor customer support** , indicating a need for improvement in assistance and integration.
- Users find the **slow performance** of Progress Podio frustrating, as it hampers efficiency and productivity.

#### What Are Recent G2 Reviews of Progress Podio?

**["Versatile Platform with Excellent Collaboration Tools"](https://www.g2.com/survey_responses/progress-podio-review-12063894)**

**Rating:** 4.0/5.0 stars

_— Katie B._

[Read full review](https://www.g2.com/survey_responses/progress-podio-review-12063894)

**["Progress Podio - Efficient and Organized CRM for Real Estate Teams"](https://www.g2.com/survey_responses/progress-podio-review-9216544)**

**Rating:** 5.0/5.0 stars

_— Norma I._

[Read full review](https://www.g2.com/survey_responses/progress-podio-review-9216544)

#### What Are G2 Users Discussing About Progress Podio?

- [What is Citrix Podio used for?](https://www.g2.com/discussions/what-is-citrix-podio-used-for)

[
ConnectWise PSA
](https://www.g2.com/products/connectwise-psa/reviews)

By [ConnectWise](https://www.g2.com/sellers/connectwise)

[

4/5(583)

](https://www.g2.com/products/connectwise-psa/reviews)

What do users say?

Users consistently praise the product for its ease of use and quick setup, which significantly enhances customer feedback collection. Many appreciate how it streamlines operations and improves respons

Pros and Cons

[
Ease of Use (36)
](https://www.g2.com/products/connectwise-psa/reviews?qs=pros-and-cons)[
Learning Curve (24)
](https://www.g2.com/products/connectwise-psa/reviews?qs=pros-and-cons)

### [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews)

ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery.

**Average Rating:** 4.0/5.0

**Total Reviews:** 556

#### How Do G2 Users Rate ConnectWise PSA?

- **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ConnectWise PSA?

- **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise)
- **Company Website:** www.connectwise.com
- **Year Founded:** 1982
- **HQ Location:** Tampa, FL
- **Twitter:** @ConnectWise  
14,926 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=825d5a968a56320f556cad3f9dfc8c57c880640eedc7d064eddf33e0f8d1e867&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48576%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,388 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** President, Network Engineer
- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 66% Small, 28% Medium

#### What Do G2 Reviewers Say About ConnectWise PSA?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **interface easy to use** , appreciating its simplicity and efficiency in managing tasks and tickets.
- Users value the **seamless integration** with third-party software, enhancing customization and ease of use in their workflow.
- Users appreciate the **extensive integrations** of ConnectWise PSA, enhancing automation and workflow across various applications.
- Users appreciate the **rich feature set** of ConnectWise PSA, benefiting from comprehensive tools for management and organization.
- Users appreciate the **responsive customer support** from ConnectWise PSA, enhancing their experience with effective assistance.

##### Cons

- Users find the **learning curve steep** , making initial setup and adaptation to ConnectWise PSA quite challenging.
- Users report **poor customer support** with slow response times and inadequate follow-up on escalated issues.
- Users find **ConnectWise PSA's usability complex** , with a tedious configuration process that hampers effective management and forecasting.
- Users express frustration with **missing features** in ConnectWise PSA, highlighting the need for better sales and documentation tools.
- Users face significant **performance issues** with ConnectWise PSA, impacting workflow and overall satisfaction with the software.

#### What Are Recent G2 Reviews of ConnectWise PSA?

**["Efficient Tool That Simplifies Daily Tasks"](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)**

**Rating:** 5.0/5.0 stars

_— Imran I._

[Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)

**["Great PSA system is you take the time to set it up according to your needs"](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)

#### What Are G2 Users Discussing About ConnectWise PSA?

- [What is SmileBack used for?](https://www.g2.com/discussions/what-is-smileback-used-for)
- [What is BrightGauge used for?](https://www.g2.com/discussions/what-is-brightgauge-used-for)
- [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) - 1 comment
- [How do I disable ConnectWise control?](https://www.g2.com/discussions/connectwise-psa-how-do-i-disable-connectwise-control)
- [How do I download ConnectWise manage client?](https://www.g2.com/discussions/how-do-i-download-connectwise-manage-client)

[
ConvergeHub
](https://www.g2.com/products/convergehub/reviews)

By [ConvergeHub](https://www.g2.com/sellers/convergehub)

[

4.8/5(37)

](https://www.g2.com/products/convergehub/reviews)

What do users say?

Users consistently praise the ease of use and customizability of ConvergeHub, highlighting its ability to streamline various business processes in one platform. Many appreciate the responsive customer

### [ConvergeHub](https://www.g2.com/products/convergehub/reviews)

ConvergeHub is the all-in-one CRM built to accelerate revenue from pipeline to paycheck. Designed for businesses of all sizes—from small startups to enterprise-grade organizations—it unifies Sales, Marketing, Support, and Billing into one powerful platform. Your teams can attract leads, close deals, support customers, and get paid faster—all from a single, streamlined workspace. With robust automation, deep customization, and a 360° customer view, ConvergeHub helps you manage every stage of the customer lifecycle and drive scalable growth without switching tools. Highlights: 360° customer view with omnichannel touchpoints Built-in campaigns, quotes, invoices, and support cases Custom dashboards, automation, and reporting tools Integrates with QuickBooks, DocuSign, RingCentral, Office365, Zapier, and more

**Average Rating:** 4.8/5.0

**Total Reviews:** 36

#### How Do G2 Users Rate ConvergeHub?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ConvergeHub?

- **Seller:** [ConvergeHub](https://www.g2.com/sellers/convergehub)
- **Year Founded:** 2016
- **HQ Location:** San Francisco Bay Area, California
- **Twitter:** @convergehub  
1,799 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d9f5d42b15eb50a05817f452aad19cc3e66fafa9f1172a6378a88f77cfe226d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconvergehub%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 97% Small

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

**["Awesome CRM-Software with outstanding support!"](https://www.g2.com/survey_responses/convergehub-review-9302524)**

**Rating:** 5.0/5.0 stars

_— André P._

[Read full review](https://www.g2.com/survey_responses/convergehub-review-9302524)

**["ConvergeHub Streamlines CRM, Sales, Marketing, Support, and Billing in One Platform"](https://www.g2.com/survey_responses/convergehub-review-12938035)**

**Rating:** 5.0/5.0 stars

_— Hector Francisco A._

[Read full review](https://www.g2.com/survey_responses/convergehub-review-12938035)

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

- [What is ConvergeHub used for?](https://www.g2.com/discussions/what-is-convergehub-used-for)

[
Teamgate
](https://www.g2.com/products/teamgate/reviews)

By [Teamgate, UAB](https://www.g2.com/sellers/teamgate-uab)

[

4.6/5(19)

](https://www.g2.com/products/teamgate/reviews)

What do users say?

Users consistently praise the ease of use and intuitive design of Teamgate, highlighting how it simplifies customer management and enhances sales processes. The platform's strong customer support is f

Pros and Cons

[
Customer Support (4)
](https://www.g2.com/products/teamgate/reviews?qs=pros-and-cons)[
Expensive (1)
](https://www.g2.com/products/teamgate/reviews?qs=pros-and-cons)

### [Teamgate](https://www.g2.com/products/teamgate/reviews)

Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. We pride ourselves on empowering Sales and Sales teams to increase their speed of execution across the entire sales cycle. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential.

**Average Rating:** 4.6/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Teamgate?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Teamgate?

- **Seller:** [Teamgate, UAB](https://www.g2.com/sellers/teamgate-uab)
- **Year Founded:** 2012
- **HQ Location:** Las Vegas, NV
- **Twitter:** @Teamgate  
10,734 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f283dd75f283bc003d480dee14d8756c172f930dc9beb0e23ee94005ce1b31a9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fteamgatecrm&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 74% Small, 16% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Teamgate for its **exceptional customer support** , noting prompt responses that enhance their overall experience.
- Users find Teamgate's **ease of use** exceptional, with intuitive design and seamless integration simplifying their workflow.
- Users find the **analytics and insights** in Teamgate to be informative and user-friendly, enhancing customer management.
- Users praise Teamgate for its **convenient all-in-one platform** that enhances customer relationships and streamlines operations.
- Users find Teamgate to be a **convenient and user-friendly** CRM, streamlining customer management and sales analysis.

##### Cons

- Users find Teamgate to be **expensive** and lacking essential features in its business plan for sales needs.
- Users find a lack of essential features in Teamgate's lead management, making it **difficult for small businesses to compete**.
- Users find **missing features** in Teamgate essential for sales, pushing them to consider more expensive alternatives.
- Users noted the lack of **essential sales features** in Teamgate’s business plan, making it less suitable for small companies.
- Users express concern over **visibility issues** in Teamgate, missing essential features for effective sales management.

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

**["Don't leave it to your memory. Leave it to Teamgate"](https://www.g2.com/survey_responses/teamgate-review-10036662)**

**Rating:** 5.0/5.0 stars

_— Fabiola S._

[Read full review](https://www.g2.com/survey_responses/teamgate-review-10036662)

**["Best CRM Customer Service & Tech Support"](https://www.g2.com/survey_responses/teamgate-review-9482496)**

**Rating:** 5.0/5.0 stars

_— Aaron K._

[Read full review](https://www.g2.com/survey_responses/teamgate-review-9482496)

[
Planfix
](https://www.g2.com/products/planfix-inc-planfix/reviews)

By [Planfix](https://www.g2.com/sellers/planfix)

[

4.6/5(18)

](https://www.g2.com/products/planfix-inc-planfix/reviews)

What do users say?

Users consistently praise the flexibility and customization options of Planfix, which allow them to tailor the software to their specific business needs. Many appreciate its intuitive interface and th

Pros and Cons

[
Flexibility (1)
](https://www.g2.com/products/planfix-inc-planfix/reviews?qs=pros-and-cons)

### [Planfix](https://www.g2.com/products/planfix-inc-planfix/reviews)

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. Flexible access settings allow users to view only the information they need to remain productive at work, while managers can view the entire business process. No programming is needed to configure and control various business processes within a company. The platform offers a wide range of powerful features, including project management, client accounting, task management, online Gantt charts, email integration, calendars, event chronicles in real time, analytics and reporting, connecting external users, linking accounts, and much more. Whether you’re a newbie or a tech-savvy user, Planfix will be a perfect fit. Experienced users will find features in Planfix that aren’t available in other services and systems. These features include extensive customization, advanced automation of complex business processes, and flexible project building. Alternatively, ready-to-use configurations and automated procedures facilitate onboarding and implementation. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

**Average Rating:** 4.6/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Planfix?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planfix?

- **Seller:** [Planfix](https://www.g2.com/sellers/planfix)
- **Year Founded:** 2019
- **HQ Location:** San Diego, US
- **Twitter:** @planfix  
51 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=780e77c53e99404001d75e03dd5c797f08a705fe7e030927fab6b8df70697c6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanfix&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 78% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **flexibility** of Planfix, enabling easy configuration without needing developer assistance.

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

**["Planfix for business automation"](https://www.g2.com/survey_responses/planfix-review-11352783)**

**Rating:** 4.0/5.0 stars

_— Stepan C._

[Read full review](https://www.g2.com/survey_responses/planfix-review-11352783)

**["Our experience with Planfix"](https://www.g2.com/survey_responses/planfix-review-9698414)**

**Rating:** 5.0/5.0 stars

_— Ramina M._

[Read full review](https://www.g2.com/survey_responses/planfix-review-9698414)

[
Ultra-Staff EDGE Staffing...
](https://www.g2.com/products/ultra-staff-edge-staffing-and-recruiting-software/reviews)

By [Automated Business Designs](https://www.g2.com/sellers/automated-business-designs-d59d3432-27aa-4070-9de2-75e0260d635e)

[

4.7/5(64)

](https://www.g2.com/products/ultra-staff-edge-staffing-and-recruiting-software/reviews)

What do users say?

Users consistently praise the software for its ease of use and responsive customer support, which significantly enhances their staffing and recruiting processes. Many appreciate its ability to streaml

Pros and Cons

[
Ease of Use (23)
](https://www.g2.com/products/ultra-staff-edge-staffing-and-recruiting-software/reviews?qs=pros-and-cons)[
Integration Issues (5)
](https://www.g2.com/products/ultra-staff-edge-staffing-and-recruiting-software/reviews?qs=pros-and-cons)

### [Ultra-Staff EDGE Staffing and Recruiting Software](https://www.g2.com/products/ultra-staff-edge-staffing-and-recruiting-software/reviews)

Ultra-Staff EDGE, developed by Automated Business Designs Inc., is a leading staffing software solution that offers a full-featured experience at the entry or enterprise level. Designed for temporary, direct hire, and medical staffing, Ultra-Staff EDGE allows you to seamlessly stay connected with clients and candidates through a robust all-in-one solution that includes front and back office, web portals, onboarding, mobile, data analytics, shift scheduling, and a labor dispatch module. Ultra-Staff EDGE is one of the only solutions that streamlines every aspect of a staffing and recruiting business. It not only helps data seamlessly flow between solutions, but it avoids multiple data entry, misplacement of information, eliminates costs, and allows you to gain big picture reporting insights into your business. Nationally, thousands of users take advantage of the Ultra-Staff EDGE suite and its contemporary, leading-edge, and innovative features. The Ultra-Staff EDGE interface is designed to complement each user’s personal workflow with customizable dashboards and user interface. Whether you are a recruiter, manager, sales person, or accountant the easy-to-use interface and customizable features makes it a software the whole team can’t live without.

**Average Rating:** 4.7/5.0

**Total Reviews:** 63

#### How Do G2 Users Rate Ultra-Staff EDGE Staffing and Recruiting Software?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Ultra-Staff EDGE Staffing and Recruiting Software?

- **Seller:** [Automated Business Designs](https://www.g2.com/sellers/automated-business-designs-d59d3432-27aa-4070-9de2-75e0260d635e)
- **Company Website:** abd.net
- **Year Founded:** 1982
- **HQ Location:** Chicago, Illinois
- **Twitter:** @ABDtweets  
1,197 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=39d3fe28ce1a5eca469dda345fa7981e58e0eb726c360d147953d66f998b9291&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fautomated-business-designs%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Staffing and Recruiting
- **Company Size:** 48% Small, 33% Medium

#### What Do G2 Reviewers Say About Ultra-Staff EDGE Staffing and Recruiting Software?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of UltraStaff, enjoying a seamless all-in-one staffing and recruiting solution.
- Users value the **outstanding customer support** of Ultra-Staff EDGE, enhancing efficiency with timely and responsive assistance.
- Users appreciate the **user-friendly design** of Ultra-Staff EDGE, enhancing efficiency and simplifying navigation for teams.
- Users appreciate the **all-in-one solution** of Ultra-Staff EDGE, streamlining workflows with seamless integration of features.
- Users value the **time-saving capabilities** of Ultra-Staff EDGE, enhancing efficiency and streamlining workflows seamlessly.

##### Cons

- Users express frustration with **integration issues** , needing to log into multiple platforms and wishing for better connectivity.
- Users desire a more **integrated platform** for Ultra-Staff EDGE, along with improved document handling and advanced features.
- Users experience some **occasional glitches** and integration issues, but find them manageable and infrequent.
- Users find the **learning curve steep** due to the software's complexity, necessitating significant training for new staff.
- Users report **navigation difficulties** and limited functionality in candidate management, impacting the overall user experience.

#### What Are Recent G2 Reviews of Ultra-Staff EDGE Staffing and Recruiting Software?

**["User-Friendly and Customizable—Training New Staff Is a Breeze"](https://www.g2.com/survey_responses/ultra-staff-edge-staffing-and-recruiting-software-review-13131519)**

**Rating:** 5.0/5.0 stars

_— Steve K._

[Read full review](https://www.g2.com/survey_responses/ultra-staff-edge-staffing-and-recruiting-software-review-13131519)

**["All-in-One Recruiting Hub with Seamless Integrations and Top-Notch Support"](https://www.g2.com/survey_responses/ultra-staff-edge-staffing-and-recruiting-software-review-12574804)**

**Rating:** 4.5/5.0 stars

_— Steve M._

[Read full review](https://www.g2.com/survey_responses/ultra-staff-edge-staffing-and-recruiting-software-review-12574804)

#### What Are G2 Users Discussing About Ultra-Staff EDGE Staffing and Recruiting Software?

- [What is Ultra-Staff EDGE Staffing and Recruiting Software used for?](https://www.g2.com/discussions/what-is-ultra-staff-edge-staffing-and-recruiting-software-used-for) - 1 comment, 1 upvote

[
OpenCRM
](https://www.g2.com/products/opencrm/reviews)

By [OpenCRM](https://www.g2.com/sellers/opencrm)

[

4.3/5(53)

](https://www.g2.com/products/opencrm/reviews)

What do users say?

Users consistently praise the software for its flexibility and customization, allowing businesses to tailor the system to their specific needs. The intuitive interface and strong customer support enha

Pros and Cons

[
Ease of Use (3)
](https://www.g2.com/products/opencrm/reviews?qs=pros-and-cons)[
Not User-Friendly (2)
](https://www.g2.com/products/opencrm/reviews?qs=pros-and-cons)

### [OpenCRM](https://www.g2.com/products/opencrm/reviews)

Our fully featured and easily customisable, Cloud CRM solution will help you grow your business without having to pay astronomical prices. OpenCRM does everything that our rivals do, for a fraction of the cost: manage your sales, customers, contacts, finances, events, projects and tickets, wherever you are, whenever you want. Plus, you can access all of our features no matter what price band you are in. No hidden fees; no surprise paywalls for the stuff you thought was included.

**Average Rating:** 4.3/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate OpenCRM?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OpenCRM?

- **Seller:** [OpenCRM](https://www.g2.com/sellers/opencrm)
- **Year Founded:** 2005
- **HQ Location:** Richmond, North Yorkshire
- **Twitter:** @OpenCRM  
1,746 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a36a475964f00e8c08c98a4b6762a8a36ecf4ef65839adc7a50f5407b237c31b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F498359%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 58% Small, 30% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of OpenCRM, appreciating its intuitive interface and seamless lead management features.
- Users find the **easy setup** of OpenCRM highly beneficial, facilitating quick and efficient database management from the start.
- Users value the **thorough lead analysis** provided by OpenCRM, enhancing communication and follow-up efficiency.
- Users value the **affordability** of OpenCRM, benefiting from an all-in-one solution that reduces multiple subscription costs.
- Users value the **excellent customer support** from OpenCRM, ensuring smooth setup and timely follow-ups on leads.

##### Cons

- Users find OpenCRM **not user-friendly** due to confusing navigation and outdated interface, alongside software bugs and hangs.
- Users experience **software bugs** and occasional hangs, which hinder the overall usability and interface clarity of OpenCRM.
- Users find the **learning curve** for advanced customizations in OpenCRM can complicate initial setup and efficiency.
- Users find that the **time-consuming setup** of OpenCRM can hinder efficiency in accessing its features.

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

**["Centralized Client & Regulatory Management for Investment Firms"](https://www.g2.com/survey_responses/opencrm-review-12833987)**

**Rating:** 4.0/5.0 stars

_— Kiley A._

[Read full review](https://www.g2.com/survey_responses/opencrm-review-12833987)

**["Effortless Setup and Great for Small Teams"](https://www.g2.com/survey_responses/opencrm-review-12688149)**

**Rating:** 4.0/5.0 stars

_— Demir Z._

[Read full review](https://www.g2.com/survey_responses/opencrm-review-12688149)

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

- [What is OpenCRM used for?](https://www.g2.com/discussions/what-is-opencrm-used-for) - 1 comment

[
Pipeline CRM
](https://www.g2.com/products/pipeline-crm/reviews)

By [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm)

[

4.3/5(952)

](https://www.g2.com/products/pipeline-crm/reviews)

What do users say?

Users consistently praise the user-friendly interface of Pipeline CRM, highlighting its ease of use and intuitive design that simplifies sales management. Many appreciate the effective sales pipeline

Pros and Cons

[
Ease of Use (9)
](https://www.g2.com/products/pipeline-crm/reviews?qs=pros-and-cons)[
Limited Features (7)
](https://www.g2.com/products/pipeline-crm/reviews?qs=pros-and-cons)

### [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews)

Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry.

**Average Rating:** 4.3/5.0

**Total Reviews:** 910

#### How Do G2 Users Rate Pipeline CRM?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Pipeline CRM?

- **Seller:** [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm)
- **Company Website:** pipelinecrm.com
- **Year Founded:** 2006
- **HQ Location:** Seattle, WA
- **Twitter:** @PipelineDeals  
2,861 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51b57ddc105ae995998f9c5821db49c5e8208a8a468e5e2c81c25c0619caee7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1073626%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Manager, President
- **Top Industries:** Construction, Marketing and Advertising
- **Company Size:** 65% Small, 27% Medium

#### What Do G2 Reviewers Say About Pipeline CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** in Pipeline CRM, making it quick to learn and enhancing productivity.
- Users value the **intuitive interface** of Pipeline CRM, enhancing organization and efficiency with minimal training required.
- Users appreciate the **organized approach** of Pipeline CRM, allowing seamless management and tracking of leads and deals.
- Users appreciate the **user-friendly interface** of Pipeline CRM, making team onboarding and client management quick and efficient.
- Users highlight the **responsive customer support** of Pipeline CRM, appreciating quick assistance for their queries.

##### Cons

- Users find the **limited features** of Pipeline CRM hinder deep integrations and automation options, impacting overall effectiveness.
- Users find the **limited customization** options of Pipeline CRM inadequate for complex sales processes, hindering its effectiveness.
- Users face **integration issues** with Pipeline CRM, limiting functionality and causing challenges with third-party app connectivity.
- Users identify **missing features** , particularly in the mobile app and integration capabilities, limiting automation and syncing options.
- Users face **slow performance** with Pipeline CRM, especially during updates and due to limited third-party integrations.

#### What Are Recent G2 Reviews of Pipeline CRM?

**["Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control"](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)

**["Sales-Focused, Easy-to-Use CRM with Strong Pipeline Customization and Reporting"](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)

#### What Are G2 Users Discussing About Pipeline CRM?

- [What is Pipeline CRM used for?](https://www.g2.com/discussions/what-is-pipeline-crm-used-for)

[
Striven
](https://www.g2.com/products/striven-2024-03-26/reviews)

By [Miles IT](https://www.g2.com/sellers/miles-it-70a76636-820d-4454-ba1c-87fd6eac9660)

[

4.5/5(104)

](https://www.g2.com/products/striven-2024-03-26/reviews)

What do users say?

Users consistently praise Striven for its ease of use and excellent customer support, highlighting how it consolidates multiple business functions into one platform, which streamlines operations and e

Pros and Cons

[
Customer Service (9)
](https://www.g2.com/products/striven-2024-03-26/reviews?qs=pros-and-cons)[
Improvement Needed (5)
](https://www.g2.com/products/striven-2024-03-26/reviews?qs=pros-and-cons)

### [Striven](https://www.g2.com/products/striven-2024-03-26/reviews)

Your business at its best. Striven is an all-in-one business management software with everything you need to grow revenue, work efficiently, and improve operations. Striven is a complete software solution—we’ve combined all the core features you need for accounting, sales, projects, management, and reporting into one simple system. Simplify, Unify, Thrive. With Striven, you’ll never need separate and unconnected software applications again. Finally, you can run your entire business from anywhere, on any device.

**Average Rating:** 4.5/5.0

**Total Reviews:** 101

#### How Do G2 Users Rate Striven?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Striven?

- **Seller:** [Miles IT](https://www.g2.com/sellers/miles-it-70a76636-820d-4454-ba1c-87fd6eac9660)
- **Company Website:** www.striven.com
- **Year Founded:** 2008
- **HQ Location:** Tampa, Florida
- **Twitter:** @SoftwareStriven  
3,461 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb415efdb8508390fbbdfa9d1943d646373614017d90b7d2d54201c927eb0fef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstriven-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting, Construction
- **Company Size:** 75% Small, 27% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Striven for its **excellent customer service** , highlighting the team's quick and friendly support during onboarding.
- Users praise the **exceptional customer support** of Striven, noting its quick, friendly assistance and effective onboarding process.
- Users commend the **ease of use** of Striven, appreciating its intuitive navigation and seamless integration of multiple functions.
- Users appreciate the **user-friendly web-based interface** of Striven, making multiple operations accessible and manageable.
- Users find that Striven **meets their needs** effectively by integrating various operations into one cohesive system.

##### Cons

- Users find that Striven requires **improvement in interface design and functionality** , with a steep learning curve and overlapping features.
- Users face issues with **missing features** , particularly in reporting and inadequate tracking of costs in Striven.
- Users face **feature limitations** in Striven, particularly with inflexible reporting and inadequate tracking functionalities.
- Users often face **functionality issues** with Striven, causing confusion and difficulty in navigating the diverse features offered.
- Users experience a **steep learning curve** initially with Striven due to its extensive features and setup complexities.

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

**["Striven Centralizes Everything and Streamlines My Workflow"](https://www.g2.com/survey_responses/striven-review-12654187)**

**Rating:** 4.5/5.0 stars

_— Nick C._

[Read full review](https://www.g2.com/survey_responses/striven-review-12654187)

**["Striven: A Seamless All-in-One Platform with World-Class Personal Support"](https://www.g2.com/survey_responses/striven-review-12308036)**

**Rating:** 5.0/5.0 stars

_— Dan J._

[Read full review](https://www.g2.com/survey_responses/striven-review-12308036)

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

- [What is Striven used for?](https://www.g2.com/discussions/what-is-striven-used-for)

[
Clarify CRM
](https://www.g2.com/products/clarify-crm/reviews)

By [Clarify](https://www.g2.com/sellers/clarify-50a02348-18c9-458b-88cc-3f8bc07dbbf2)

[

4.9/5(29)

](https://www.g2.com/products/clarify-crm/reviews)

What do users say?

Users consistently praise the intuitive interface and automation features of Clarify CRM, which significantly reduce manual work and enhance team collaboration. The ability to automatically capture me

Pros and Cons

[
Ease of Use (15)
](https://www.g2.com/products/clarify-crm/reviews?qs=pros-and-cons)[
Missing Features (8)
](https://www.g2.com/products/clarify-crm/reviews?qs=pros-and-cons)

### [Clarify CRM](https://www.g2.com/products/clarify-crm/reviews)

Clarify is the autonomous CRM that helps founders and early-stage sellers build pipeline, close more deals, and spend less time on CRM busywork. Its AI automates pipeline creation, meeting admin, and CRM updates—so you can stop clicking and start closing more deals. 🧠 Auto-enrich every contact: Connect your email and calendar, and Clarify fills in fields like job title, company data, email, LinkedIn URL, funding history and more automatically. 🔗 Capture leads from anywhere: One click from LinkedIn adds and enriches contacts instantly. 📹 All-in-one meeting flow: Prep, record, and recap with AI summaries—all within Clarify. ⚙️ Self-updating deals: Clarify tracks buyer signals and suggests pipeline updates automatically. 🧩 Single customer view: Every email, call, and product action tied together in one place. It's free to get started.

**Average Rating:** 4.9/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate Clarify CRM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Clarify CRM?

- **Seller:** [Clarify](https://www.g2.com/sellers/clarify-50a02348-18c9-458b-88cc-3f8bc07dbbf2)
- **Year Founded:** 2024
- **HQ Location:** Seattle, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1417adddd76e7686f6a14dc7ef39ede483f73132d14138edd356a7382e8a6ab&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetclarify&secure%5Burl_type%5D=linkedin_company_website)  
31 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 83% Small

#### What Do G2 Reviewers Say About Clarify CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Clarify CRM for its **ease of use** , with quick setups and automated features simplifying their workflows.
- Users appreciate how Clarify CRM provides a **unified platform** , enhancing collaboration and simplifying task management for the team.
- Users love the **simplicity and efficiency** of Clarify CRM, enhancing their productivity with effortless task management.
- Users love Clarify CRM's **automation features** , significantly reducing manual work and streamlining their sales processes efficiently.
- Users value Clarify CRM’s **intuitive features** like meeting recordings and AI integration for seamless deal tracking and collaboration.

##### Cons

- Users note the **missing features** in Clarify CRM, such as unsupported custom fields and limited logo management options.
- Users wish for **better integration options** in Clarify CRM, impacting the overall effectiveness of the tool.
- Users find **limited customization** options frustrating, especially for logos and reporting features in Clarify CRM.
- Users feel the **analytics and reporting features** of Clarify CRM are underdeveloped and need further enhancements.
- Users find the **reporting features inadequate** in Clarify CRM, hoping for more customizability and enhancements.

#### What Are Recent G2 Reviews of Clarify CRM?

**["AI CRM That Runs Itself: Seamless Setup, Powerful Rep Assistant, and 10/10 Support"](https://www.g2.com/survey_responses/clarify-crm-review-12882391)**

**Rating:** 5.0/5.0 stars

_— Ben F._

[Read full review](https://www.g2.com/survey_responses/clarify-crm-review-12882391)

**["AI-Driven CRM That Simplifies Team Collaboration"](https://www.g2.com/survey_responses/clarify-crm-review-13129519)**

**Rating:** 5.0/5.0 stars

_— AJ G._

[Read full review](https://www.g2.com/survey_responses/clarify-crm-review-13129519)

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[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/)