Best CRM Software for Small Business - Page 5

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 3,103

Category Stats (Nov 2026)

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

Last updated: November 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

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

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

G2 Grid® for CRM Software

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

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

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

Teamleader

Teamleader removes the daily hassle of running a business. Our work management software lets you sell, bill and organise work in one place. By centralizing all this information, you stop the chaos of info being spread over different inboxes, Excel sheets and tools. You get a perfect overview of ongoing sales opportunities, projects and payments, and a deep insight into how your business is really performing. More than 60.000 people stay in control of their work every day with our work management solutions. From IT agencies and digital marketers all the way to plumbers and construction companies. Ready for more business and less hassle?

Average Rating: 4.3/5.0

Total Reviews: 51

How Do G2 Users Rate Teamleader?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.6/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Teamleader?

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 79% Small, 25% Medium

What Do G2 Reviewers Say About Teamleader?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive project management in Teamleader, enhancing collaboration and making organization enjoyable and effortless.
  • Users value the quick response times of Teamleader's support, enhancing their overall experience with the software.
  • Users value the ease of use of Teamleader, appreciating its intuitive design and clear organization for effortless management.
  • Users love the intuitive design of Teamleader, providing easy navigation and seamless collaboration for efficient teamwork.
  • Users value the clear overview of invoices in Teamleader, enhancing efficiency and simplifying financial management.
Cons
  • Users find the learning curve steep, particularly when mastering advanced features and navigating the invoicing process.
  • Users find the account setup difficult, particularly with advanced features like custom reporting causing frustration.
  • Users find the processes complex, especially with limited editing options and a steep learning curve for invoicing.
  • Users find Teamleader's pricing to be expensive, particularly challenging for smaller businesses or teams to manage.
  • Users find it tricky to set up advanced features like custom reporting, which can be frustrating.

What Are Recent G2 Reviews of Teamleader?

What Are G2 Users Discussing About Teamleader?

Spotler CRM

Spotler CRM is a user-friendly Customer Relationship Management (CRM) system designed to enhance B2B sales and marketing efforts. It centralises customer and prospect data, providing a comprehensive 360-degree view that enables businesses to streamline processes and improve lead conversion rates. Key Features: Extensive Contact Management: Beyond basic contact details, Spotler CRM tracks all interactions via email, phone, and shared documents, offering a detailed timeline of customer engagements. Pipeline Management: The system allows for easy management of sales opportunities, enabling teams to prioritise, qualify, and visualise sales processes, fostering better collaboration and efficiency. Customisation: Spotler CRM is adaptable to individual business needs, allowing users to add new fields, manage user access, and customise layouts, graphs, and dashboards to align with specific sales processes. Workflow Automation: Automate routine tasks, create workflows, set up automatic follow-ups, and configure notifications to enhance productivity and ensure timely responses. Reporting and Insights: Monitor return on investment (ROI) and make data-driven decisions with comprehensive reporting tools that inform campaign strategies and sales tactics. Integration and Support: Spotler CRM integrates seamlessly with various tools, enhancing its functionality and ensuring a cohesive workflow. The platform is designed to be user-friendly, allowing for immediate and independent use. Additionally, Spotler offers professional services and support, including extensive training and technical assistance, to help users maximise the software's potential. By consolidating customer information and automating key processes, Spotler CRM enables businesses to deliver consistent customer experiences and drive more effective sales and marketing outcomes.

Average Rating: 4.4/5.0

Total Reviews: 143

How Do G2 Users Rate Spotler CRM?

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

Who Is the Company Behind Spotler CRM?

  • Seller: Spotler Group
  • Year Founded: 2001
  • HQ Location: Rotterdam, South Holland, Netherlands
  • LinkedIn® Page: www.linkedin.com
    186 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 87% Small, 10% Medium

What Do G2 Reviewers Say About Spotler CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the robust marketing automation of Spotler CRM, enhancing efficiency and lead management seamlessly.
  • Users value the user-friendly interface of Spotler CRM, enabling effortless management for teams with diverse technical skills.
  • Users find Spotler CRM's robust marketing automation and user-friendly design invaluable for streamlining processes and enhancing efficiency.
  • Users value the flexibility of Spotler CRM, benefiting from seamless integrations and a user-friendly interface for diverse needs.
  • Users value the seamless integration capabilities of Spotler CRM, enhancing workflows with various business tools effortlessly.
Cons
  • Users experience poor integration with third-party applications, leading to inefficiencies in data transfer and business progress.
  • Users find the lack of integrations with third-party applications limits efficiency and complicates data transfer.
  • Users find the cluttered interface of Spotler CRM limits customization and complicates navigation for optimal use.
  • Users face poor integration with third-party applications, leading to inefficient data transfer and business disruptions.
  • Users find Spotler CRM's high complexity due to limited customization and rigid features can hinder usability and adaptability.

What Are Recent G2 Reviews of Spotler CRM?

What Are G2 Users Discussing About Spotler CRM?

Ontraport

Ontraport is a CRM and marketing automation platform designed for small and mid-sized businesses that need to manage contacts, automate marketing and sales, process payments, and build web experiences from a single system. Core Value Proposition: Unlike point solutions that require businesses to integrate multiple tools, Ontraport centralizes customer data, marketing automation, sales pipelines, payment processing, and website management in one shared database. This unified architecture allows teams to create connected workflows across every stage of the customer lifecycle without relying on third-party integrations or custom development. Who Should Use Ontraport: Ontraport is built for marketing, sales and operations teams at established businesses that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core Features and Capabilities: Ontraport's CRM and contact management gives teams a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines. Marketing automation spans email and SMS with behavioral triggers, lead routing, and attribution reporting. Payments and ecommerce tools include order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center. Dynamic CMS provides no-code tools for building websites, landing pages, membership sites, online courses, and customer portals. A shared inbox centralizes customer communications across channels for support and sales teams, while the AI Assistant runs inside automations to segment contacts, personalize messaging, and route communications automatically. Reporting and analytics tools track campaign performance, revenue attribution, and contact-level activity history. Integrations and Access: Ontraport integrates with third-party tools via API and Zapier and supports custom development through an open API. The platform is web-based and includes a mobile app for iOS and Android. Founded in 2006 and headquartered in California, Ontraport serves thousands of businesses across more than 60 countries.

Average Rating: 4.5/5.0

Total Reviews: 257

How Do G2 Users Rate Ontraport?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Ontraport?

  • Seller: Ontraport
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Covina, CA
  • LinkedIn® Page: www.linkedin.com
    83 employees on LinkedIn®
  • Phone: +1 (855) 668-7276

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Professional Training & Coaching, Marketing and Advertising
  • Company Size: 93% Small, 5% Medium

What Do G2 Reviewers Say About Ontraport?

AI-generated summary from verified user reviews

Pros
  • Users praise the amazing customer support of Ontraport, highlighting responsive agents and helpful assistance during setup.
  • Users value the amazing customer support from Ontraport, appreciating the quick and knowledgeable assistance provided.
  • Users value the exceptional customer support of Ontraport, finding assistance prompt and effective for their needs.
  • Users find Ontraport's interface user-friendly and intuitive, making it easy to manage CRM and automation tasks.
  • Users value the automation capabilities of Ontraport, effectively streamlining their email marketing and client interactions.
Cons
  • Users find the learning curve steep initially, making it difficult to navigate Ontraport’s complex ecosystem.
  • Users find the learning curve not intuitive, often needing support to navigate the platform effectively.
  • Users criticize Ontraport for poor customer support, particularly regarding their inflexible refund policy and steep learning curve.
  • Users are frustrated by Ontraport's no refund policy that applies rigidly, complicating their billing experience.
  • Users find the contact management process confusing and are frustrated with automatic billing for additional contacts.

What Are Recent G2 Reviews of Ontraport?

What Are G2 Users Discussing About Ontraport?

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Striven

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: 9.0/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Striven?

  • Seller: Miles IT
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Tampa, Florida
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Construction
  • Company Size: 76% Small, 27% Medium

What Do G2 Reviewers Say About Striven?

AI-generated summary from verified user reviews

Pros
  • Users rave about the world-class customer service of Striven, highlighting the valuable personal support they receive.
  • Users rave about Striven's world-class customer support, emphasizing personalized assistance that enhances their overall experience.
  • Users commend Striven for its ease of use, enabling seamless integration of multiple applications with excellent support.
  • Users find Striven's user-friendly interface invaluable, providing seamless access and integration of multiple operations effortlessly.
  • Users value how Striven meets diverse operational needs, seamlessly integrating essential business functions into one platform.
Cons
  • Users find that improvement is needed for Striven's interface and dashboard usability to enhance overall user experience.
  • Users face missing features in Striven, particularly with limited reporting options and lack of in-house payroll functions.
  • Users highlight feature limitations in Striven, especially regarding reporting standards and mobile app functionality.
  • Users experience functionality issues with Striven, including non-intuitive design and gaps in mobile app performance.
  • Users experience a steep learning curve with Striven, finding it initially overwhelming due to its extensive features.

What Are Recent G2 Reviews of Striven?

What Are G2 Users Discussing About Striven?

Ultra-Staff EDGE Staffing and Recruiting Software

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: 9.0/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.7/10)

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

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 find Ultra-Staff EDGE to be exceptionally easy to use, ensuring efficient operations and seamless team collaboration.
  • Users rave about the outstanding customer support at Ultra-Staff EDGE, appreciating their responsiveness and industry expertise.
  • Users value the outstanding support team of Ultra-Staff EDGE, known for their responsiveness and industry knowledge.
  • Users appreciate the all-in-one solution of Ultra-Staff EDGE, streamlining workflows efficiently with seamless front and back-office integration.
  • Users find the time-saving capabilities of Ultra-Staff EDGE essential, streamlining their workflow and enhancing efficiency significantly.
Cons
  • Users face integration issues with Ultra-Staff EDGE, requiring multiple logins and experiencing slow advancements in development.
  • Users find the missing features in Ultra-Staff EDGE hinder efficiency, such as document attachment and search limitations.
  • Users encounter glitches and occasional import issues with Ultra-Staff EDGE, impacting usability and efficiency.
  • Users find the learning curve steep for Ultra-Staff EDGE, requiring time for training and adaptation to new features.
  • Users find the candidate management cumbersome due to scattered windows and limited search functionality.

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

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

HappSales

HappSales is an AI CRM & Revenue Platform for B2B companies. It distinguishes itself from transactional CRMs through - 1. One-of-its-kind integrated platform for end-to-end revenue operations - Key Account Management, Lead Management, Sales, Service, Receivables, Field operations, Workflows, & more. This eliminates revenue leakages and enhances performance. 2. Includes Army of AI Agents for AI-powered automation, insights & nudges, and other diverse use-cases 3. Mobile-First + Voice-enabled AI Copilot – modern & intuitive app that is ease to use for high adoption 4. Embedded best-practices & metrics that removes the need to engage expensive consultants 5. Rapid deployment with massive time & effort savings - with lowest Total-Cost-of-Ownership

Average Rating: 4.9/5.0

Total Reviews: 41

How Do G2 Users Rate HappSales?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.8/10 (Category avg: 8.7/10)

Who Is the Company Behind HappSales?

  • Seller: HappSales
  • Year Founded: 2018
  • HQ Location: Bangalore, IN
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Biotechnology
  • Company Size: 63% Small, 35% Medium

What Do G2 Reviewers Say About HappSales?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in HappSales essential for efficient customer data management and streamlined operations.
  • Users value the user-friendly design of HappSales, appreciating its simplicity for managing customers and boosting sales.
  • Users appreciate the excellent customer support from the HappSales team, enhancing their overall experience and satisfaction.
  • Users find HappSales to be convenient for managing customer data, enhancing follow-ups and simplifying communication.
  • Users find HappSales exceptionally convenient for managing customer data, enhancing accessibility, follow-ups, and overall insights.
Cons
  • Users note a learning curve with HappSales, requiring training to enhance team efficiency and proficiency.
  • Users often face reporting issues with HappSales, impacting the functionality of customized and aggregate reports.
  • Users find that while setup takes time, it ultimately leads to improved workflow efficiency and accuracy.
  • Users find the initial investment expensive, but acknowledge it provides value over time.
  • Users face incomplete information issues with HappSales as the aggregate report fails to download after initial report download.

What Are Recent G2 Reviews of HappSales?

What Are G2 Users Discussing About HappSales?

ConnectWise PSA

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: 3.9/5.0

Total Reviews: 559

How Do G2 Users Rate ConnectWise PSA?

  • Has the product been a good partner in doing business?: 7.6/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind ConnectWise PSA?

  • Seller: ConnectWise
  • Company Website:
  • Year Founded: 1982
  • HQ Location: Tampa, FL
  • LinkedIn® Page: www.linkedin.com
    3,401 employees on LinkedIn®
  • Phone: 800-671-6898

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 value the ease of use of ConnectWise PSA, appreciating its simple implementation and seamless integration features.
  • Users praise the seamless integration of ConnectWise PSA, enhancing their operational efficiency and management capabilities.
  • Users value the seamless integrations of ConnectWise PSA, enhancing efficiency and streamlining their operations.
  • Users value the feature richness of ConnectWise PSA, benefiting from its all-in-one functionality and strong automation.
  • Users value the excellent customer support from ConnectWise PSA, enhancing their overall experience and problem resolution.
Cons
  • Users find the steep learning curve of ConnectWise PSA challenging, noting complexity and slow interface performance.
  • Users express frustration with the poor customer support, citing slow response times and unhelpfulness in resolving issues.
  • Users find the complex usability of ConnectWise PSA challenging, citing a steep learning curve and cumbersome interface.
  • Users find the missing features, like a lite version and better mobile app, limit ConnectWise PSA's usability.
  • Users frequently experience performance issues with ConnectWise PSA, citing slow interface and complicated processes that hinder productivity.

What Are Recent G2 Reviews of ConnectWise PSA?

What Are G2 Users Discussing About ConnectWise PSA?

noCRM

Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster.

Average Rating: 4.7/5.0

Total Reviews: 120

How Do G2 Users Rate noCRM?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.6/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind noCRM?

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 89% Small, 8% Medium

What Do G2 Reviewers Say About noCRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of noCRM.io, enabling effective lead management with a simple, organized interface.
  • Users value the simplicity of noCRM.io, enabling efficient management of sales leads with a user-friendly interface.
  • Users praise noCRM.io for its easy setup, making it simple to manage client information efficiently.
  • Users appreciate the clear and efficient lead management of noCRM, streamlining their sales processes effectively.
  • Users appreciate the quick and helpful customer support, making their experience with noCRM even more enjoyable.
Cons
  • Users criticize the missing features in noCRM, particularly the lack of customization and limited reporting options.
  • Users desire more customization options for reports and dashboards, indicating limits in functionality for specific needs.
  • Users note the limited features in noCRM hinder complex tasks and require extensive manual input for sales campaigns.
  • Users report bugs in the mobile app, affecting date settings and requiring manual sync for updates.
  • Users experience call connectivity issues with noCRM, as it struggles to connect to direct phone lines.

What Are Recent G2 Reviews of noCRM?

What Are G2 Users Discussing About noCRM?

Aurea CRM

Aurea CRM is a comprehensive customer relationship management solution that lets you drive customer engagement tools deep into your sales organization. With end-to-end capabilities for sales and marketing, it provides a one-stop-shop that delivers a compact overview of team activities, sales pipelines, and key performance indicators so you can set priorities and make informed decisions. The new Aurea CRM Enterprise Edition has been reengineered with integrated campaign management offerings to give you the insight, access, and speed you need.

Average Rating: 4.1/5.0

Total Reviews: 24

How Do G2 Users Rate Aurea CRM?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Aurea CRM?

Who Uses This Product?

  • Company Size: 46% Small, 31% Medium

What Do G2 Reviewers Say About Aurea CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the easy access provided by Aurea CRM, facilitating effective work both in-office and remotely.
  • Users value the flexible customization of Aurea CRM, enhancing their workflow and aligning with specific sales processes.
  • Users benefit from the feature richness of Aurea CRM, enhancing sales management and customization for a 360-degree view.
  • Users value the flexibility of Aurea CRM, enhancing customization and aligning seamlessly with their sales processes.
  • Users appreciate the intuitive interface of Aurea CRM, as it enhances ease of use and boosts productivity.
Cons
  • Users express concerns over the high costs associated with Aurea CRM, impacting smaller business affordability.
  • Users struggle with the steep learning curve of Aurea CRM, making setup and mastery challenging for less technical teams.
  • Users find the system not intuitive, leading to challenges in setup and learning, especially for less technical teams.
  • Users face a steep learning curve with Aurea CRM, finding it complex for teams lacking technical expertise.
  • Users experience slow performance with Aurea CRM, leading to frustrations during use and impacting productivity.

What Are Recent G2 Reviews of Aurea CRM?

What Are G2 Users Discussing About Aurea CRM?

Success.ai

Success.ai is an AI-driven platform designed to revolutionize B2B lead generation and email outreach. By providing unlimited access to a vast database of over 700 million verified contacts, it empowers businesses to connect with potential clients efficiently. The platform integrates advanced tools such as AI-powered email writing, automated email warm-up services, and a unified inbox, streamlining the entire outreach process. Success.ai caters to sales teams, marketers, agencies, and entrepreneurs aiming to enhance their outbound sales campaigns and drive revenue growth effectively. Key Features and Functionality: - Extensive B2B Leads Database: Access to over 700 million verified B2B contacts, enabling users to identify and reach potential clients across various industries. - Unlimited Email Sending and Warm-Up: Connect multiple email accounts with no restrictions and utilize automated warm-up services to improve email deliverability and avoid spam filters. - AI-Powered Email Writer: Craft personalized and impactful email campaigns using AI-driven content generation, enhancing engagement rates. - Unified Inbox and CRM Integration: Manage all email communications from a single interface and integrate seamlessly with existing CRM systems for efficient lead tracking. - Multichannel Outreach: Engage leads through various channels, including email, LinkedIn, and phone, from a single campaign platform. - Advanced Campaign Analytics: Monitor and analyze campaign performance with real-time metrics to optimize outreach strategies. Primary Value and Solutions Provided: Success.ai addresses the challenges of scaling B2B outreach by offering a comprehensive suite of tools that automate and enhance the lead generation process. By leveraging AI technology, it reduces the time and effort required to identify and engage potential clients, allowing businesses to focus on closing deals and driving growth. The platform's unlimited access to a vast contact database, combined with its advanced email management features, ensures that users can execute effective and personalized outreach campaigns at scale. This results in increased lead conversion rates, improved email deliverability, and a more streamlined sales process, ultimately contributing to higher revenue and business success.

Average Rating: 4.8/5.0

Total Reviews: 274

How Do G2 Users Rate Success.ai?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Success.ai?

Who Uses This Product?

  • Who Uses This: Virtual Assistant, Content Writer
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 82% Small, 17% Medium

What Do G2 Reviewers Say About Success.ai?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Success.ai, finding it intuitive and quick to set up for outreach.
  • Users appreciate the easy configuration and intuitive interface of Automation AI, boosting early confidence in using it.
  • Users appreciate the lead generation capabilities of Success.ai, making it easy to connect with new clients efficiently.
  • Users love how Success.ai’s time-saving automation simplifies lead generation and outreach, making the process efficient and easy.
  • Users appreciate the efficiency of Success.ai, simplifying lead generation and content creation while saving valuable time.
Cons
  • Users find the learning curve steep, as the platform can be overwhelming for newcomers without prior outreach experience.
  • Users find the learning difficulty of Success.ai challenging, particularly regarding the overwhelming features and unclear navigation.
  • Users often experience slow loading times, which can affect their overall experience with Success.ai.
  • Users find the missing features in Success.ai limiting, particularly for newcomers needing more advanced options.
  • Users feel the limited customization options hinder effective lead targeting and may complicate team management.

What Are Recent G2 Reviews of Success.ai?

Marketing 360

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: 62

How Do G2 Users Rate Marketing 360?

  • Has the product been a good partner in doing business?: 7.9/10 (Category avg: 9.0/10)
  • Workflow Capability: 6.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Marketing 360?

  • Seller: Madwire
  • Year Founded: 2009
  • HQ Location: Fort Collins, Colorado
  • LinkedIn® Page: www.linkedin.com
    402 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 commend the personalized customer support at Marketing 360, praising their team's dedication and industry knowledge.
  • Users highlight the consistent month-to-month business growth achieved with Marketing 360's comprehensive services and expert team.
  • Users praise the individualized approach of Marketing 360, noting significant improvements in their business performance and marketing success.
  • Users value the all-in-one solutions of Marketing 360, appreciating consistent growth and an easy-to-use platform.
  • Users find Marketing 360's team incredibly helpful, providing valuable insights and fostering significant business growth.
Cons
  • Users face billing issues with Marketing 360, finding the structure cumbersome despite attempts at improvement.
  • Users feel a lack of management check-ins, which affects their overall satisfaction with Marketing 360.
  • Users find the billing issues somewhat cumbersome, though solutions are being developed to improve the process.
  • Users experience integration difficulties with Marketing 360, finding some connections to social media platforms glitchy and laborious.
  • Users find the integration issues with Marketing 360 somewhat frustrating, though improvements are noted.

What Are Recent G2 Reviews of Marketing 360?

What Are G2 Users Discussing About Marketing 360?

Bixjet

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: 109

How Do G2 Users Rate Bixjet?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Bixjet?

  • Seller: Bixjet
  • Year Founded: 2021
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    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 praise Bixjet's excellent customer support, highlighting timely assistance and effective solutions for their marketing needs.
  • Users value the ease of use of Bixjet, enhancing productivity and streamlining lead management effortlessly.
  • Users highlight the efficient automation features of Bixjet, transforming LinkedIn outreach into a streamlined process that drives results.
  • Users love Bixjet’s efficient lead management integration with social media, enhancing productivity and user experience.
  • Users appreciate the automation capabilities of Bixjet, enhancing efficiency and effectiveness in LinkedIn outreach campaigns.
Cons
  • Users find the limited customization options in Bixjet restrictive for creating complex workflows and tailored reports.
  • Users experience integration issues with Bixjet, as delayed lead uploads and slow LinkedIn features hinder efficiency.
  • Users find the learning curve challenging due to the depth of features, but support aids in the process.
  • Users note the slow lead updates in Bixjet, expressing a desire for improved speed and efficiency.
  • Users wish for more initial features in Bixjet to enhance their onboarding experience and overall usability.

What Are Recent G2 Reviews of Bixjet?

What Are G2 Users Discussing About Bixjet?

Coevera

Coevera is an AI-powered CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers: companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, the company has built sales software since 2011. Its promise today: a sales process that is visible, teachable and repeatable. The platform is industry-agnostic; historically, its strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Frontline managers coach from a pipeline that reflects what is actually happening. Sellers use it because the pipeline is visual and the next step is obvious. A CRM your team actually adopts: visual pipeline management with drag-and-drop deals and Kanban, list, chart and bubble views gives sellers clarity at a glance, with a short learning curve; a map view is available as an add-on. Onboarding a new user takes about two hours. Implementation runs about four weeks. See the whole buying committee, not just the contact: buying centers and relationship maps show who influences the deal, who is blocking it and where the relationship is thin, the detail that decides complex, multi-stakeholder sales. Your sales process, enforced where the work happens: guided selling puts your stages, required activities and qualification criteria in front of the seller in the flow of work, so the process is followed rather than documented. That is what makes a forecast defensible. AI that collaborates, not just automates: Voyager AI shows its reasoning, asks before it acts and learns when corrected. Voyager 1 is included in every edition; Voyager 2 agents, including one that gives contextual guidance on next steps inside a deal, are a paid add-on that runs on credits, with a free monthly allowance. MCP Server support connects Coevera to compatible AI assistants. Coaching built into the deal: more than 1,600 Sales POP! episodes power the Voyager 2 Real Time Sales Assistant, which surfaces relevant expertise when a seller needs it. No-code automation your own team owns: Automatizer lets sales operations build and change multi-step workflows without a full-time administrator. It is included in the Enterprise edition (25 processes a month) and the Unlimited edition (100 processes a month) and is available as an add-on for Business. Reporting and forecasting included: dashboards, pipeline analytics and forecasting are built in, with no separate BI license. The BI Feeder add-on exports raw data to Tableau, Power BI and other tools. A total cost of ownership you can model: transparent per-user pricing, no six-figure implementation and no administrator headcount to fund year after year. Three editions at $85, $115 and $150 per user per month, billed annually.

Average Rating: 4.6/5.0

Total Reviews: 454

How Do G2 Users Rate Coevera?

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

Who Is the Company Behind Coevera?

Who Uses This Product?

  • Who Uses This: CEO, Business Development Manager
  • 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 appreciate the ease of use of Coevera, benefiting from its intuitive interface and minimal training requirements.
  • Users appreciate the easy tracking of deals in Pipeliner CRM, finding the sales pipeline clear and intuitive.
  • Users appreciate the excellent service and intuitive interface of Pipeliner, enhancing daily productivity and workflow management.
  • Users appreciate the user-friendly interface of Coevera, making navigation and deal tracking straightforward and efficient.
  • Users appreciate the user-friendly interface of Coevera, finding it intuitive and easy to navigate for better organization.
Cons
  • Users find the limited customization options in Coevera inadequate for complex workflows and organization needs.
  • Users find the product expensive, which can be a burden for small businesses despite license flexibility.
  • Users find the complexity of Coevera challenging, especially with advanced customization and large organizational needs.
  • Users experience integration issues with Coevera, limiting compatibility with other tools and hindering overall flexibility.
  • Users face a steep learning curve initially due to the complexity and abundance of features in Coevera.

What Are Recent G2 Reviews of Coevera?

What Are G2 Users Discussing About Coevera?

SoftSync AI

SoftSync AI is an agentic CRM for small and mid-sized sales teams. It is built so that routine CRM work can run without someone driving it. The product connects to AI assistants such as Claude and ChatGPT through the Model Context Protocol. That lets an assistant work across the CRM and your other tools in the same session, instead of you copying context between them. Customer context sits on one page. Interactions, emails, meetings, notes and reminders for an account are held together, so anyone picking up a deal has what they need without opening four tabs. The same records can be viewed as a table, a pipeline or a calendar, and you can add custom objects and fields without bringing in a consultant. Autopilot handles the follow-ups and reminders that usually get forgotten. It previews what it intends to do before it acts, so automation does not run unsupervised. Adding contacts and companies takes one step rather than several. SoftSync AI links contacts, companies and deals automatically and pulls details from company registers, accounting systems and email, which cuts the manual entry that makes most CRMs go stale. It connects to email and calendar, offers a REST API, and ships an MCP server for teams building their own workflows. Both paid plans run the full CRM with the same core features from day one. What changes between them is workspace capacity: team members, groups, records, mailbox connections and monthly usage. Data for US customers is held in the US, and stored information is not used to train AI models.

Average Rating: 4.9/5.0

Total Reviews: 18

How Do G2 Users Rate SoftSync AI?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.0/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind SoftSync AI?

Who Uses This Product?

  • Company Size: 72% Small, 22% Medium

What Are Recent G2 Reviews of SoftSync AI?

OpenCRM

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: 48

How Do G2 Users Rate OpenCRM?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind OpenCRM?

  • Seller: OpenCRM
  • Year Founded: 2005
  • HQ Location: Richmond, North Yorkshire
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 62% Small, 32% Medium

What Do G2 Reviewers Say About OpenCRM?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of OpenCRM, making lead management and tracking simple and efficient.
  • Users appreciate the easy setup of OpenCRM, making installation and configuration simple with team support.
  • Users value the effective lead analysis and management of OpenCRM, facilitating timely follow-ups and centralized data access.
  • Users appreciate the affordability of OpenCRM, benefiting from an all-in-one solution that reduces costs.
  • Users appreciate the excellent customer support from OpenCRM, which simplifies setup and ensures timely follow-ups.
Cons
  • Users find the user interface not user-friendly, citing confusion and outdated design affecting ease of navigation.
  • Users experience software bugs and unresponsive performance, along with some confusion in navigating the user interface.
  • Users find the learning curve challenging, especially when configuring advanced customizations in OpenCRM's interface.
  • Users find OpenCRM to be time-consuming due to a cluttered interface and a steep learning curve for customization.

What Are Recent G2 Reviews of OpenCRM?

What Are G2 Users Discussing About OpenCRM?

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

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

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

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

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

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

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

FAQs About CRM Software for Small-Business Businesses

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

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

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

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

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

Read Review

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

Read Review

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

Read Review

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

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

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

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Recommendations To Others Problems Solved & Benefits

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

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

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

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

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Salesforce Sales Cloud: “Nope”

Read Review

monday CRM: “Organization! Super helpful.”

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