# Best CRM Software for Small Business - Page 6

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,086

### Category Stats (Aug 2026)

- **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 121,800+ Authentic Reviews
- 1,086+ 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**

### Copper

Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-02T00%3A40%3A54Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=6027&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%3D6&secure%5Btoken%5D=413ee6d79b624a83a284c532b88f9641f230448ac0691ce6bb7b6c10da9cbbd7&secure%5Burl%5D=https%3A%2F%2Fwww.copper.com%2Fsignup%3Futm_source%3DG2%26utm_medium%3Dreviewwebsites%26utm_campaign%3Dclicks&secure%5Burl_type%5D=free_trial)

### [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews)

Sugar Sell is sales automation that actually fits how B2B sales work. It helps sales teams manage pipelines, forecast revenue, and grow accounts – all from one place. Sales leaders get visibility into pipeline and performance to drive more consistent wins. Reps get clear next steps for every opportunity. With Sugar Sell, you can make sense of your data, scale what works, and sell your way.

**Average Rating:** 3.8/5.0

**Total Reviews:** 718

#### How Do G2 Users Rate Sugar Sell?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Sugar Sell?

- **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai)
- **Year Founded:** 2004
- **HQ Location:** Cupertino, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e1bd8f21728ff6dc10cd57d44fb253d9aab32e296ddc23af0d3f1996bafb6e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17345%2F&secure%5Burl_type%5D=linkedin_company_website)  
570 employees on LinkedIn®
- **Phone:** +1 (408) 454-6900

#### Who Uses This Product?

- **Who Uses This:** Sales Manager, Marketing Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 50% Medium, 35% Small

#### What Do G2 Reviewers Say About Sugar Sell?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Sugar Sell, enjoying its intuitive interface and fast setup process.
- Users value the **easy customization** of Sugar Sell, enabling tailored solutions for complex sales processes without IT support.
- Users praise the **user-friendly interface** of Sugar Sell, which enhances efficiency and simplifies the selling process.
- Users value the **feature richness** of Sugar Sell, enabling extensive customization and improved management of business processes.
- Users appreciate the **responsive customer support** from Sugar Sell, ensuring smooth communication and effective assistance throughout their experience.

##### Cons

- Users face **integration issues** with Sugar Sell, often requiring excessive API tinkering to connect third-party tools.
- Users report **frustrating bugs** with upgrades and customization, challenging troubleshooting amid limited support resources.
- Users find the **learning curve steep** , with a complex interface and challenging dashboard creation hindering new user experience.
- Users face **feature issues** with Sugar Sell, struggling with a complex interface and integration limitations.
- Users feel limited by **customization options** , desiring deeper analytics and workflow capabilities to enhance their experience.

#### What Are Recent G2 Reviews of Sugar Sell?

**["More than a CRM packed full of features and great to admin. Extremely well supported and comes with a community of awesome people!"](https://www.g2.com/survey_responses/sugar-sell-review-9147226)**

**Rating:** 5.0/5.0 stars

_— Luke R._

[Read full review](https://www.g2.com/survey_responses/sugar-sell-review-9147226)

**["An amazing CRM system"](https://www.g2.com/survey_responses/sugar-sell-review-4608771)**

**Rating:** 4.5/5.0 stars

_— David-Alexandre K._

[Read full review](https://www.g2.com/survey_responses/sugar-sell-review-4608771)

#### What Are G2 Users Discussing About Sugar Sell?

- [What is Sugar Sell (formerly SugarCRM) used for?](https://www.g2.com/discussions/what-is-sugar-sell-formerly-sugarcrm-used-for)
- [Why is sugar a CRM?](https://www.g2.com/discussions/why-is-sugar-a-crm) - 1 comment
- [How much does SugarCRM cost?](https://www.g2.com/discussions/how-much-does-sugarcrm-cost)
- [What is SugarCRM used for?](https://www.g2.com/discussions/what-is-sugarcrm-used-for)
- [What is sugar sell?](https://www.g2.com/discussions/what-is-sugar-sell) - 1 comment

### [VBOUT](https://www.g2.com/products/vbout/reviews)

VBOUT is an AI-enabled marketing platform that helps small teams create big businesses. VBOUT is trusted by 1000’s of businesses worldwide to automate and centralize their marketing while delivering engaging, personalized experiences to their audiences. Agencies and partners use VBOUT directly or through a white label setup to build custom plans, manage sub-accounts and share assets from one client account to many. With VBOUT, you can: - Boost productivity, deliver personalized content, and increase ROI using AI-powered features. - Streamline interactions with a multi-channel AI chatbot. - Manage all your social media from one place. - Engage with your customers by creating and sending winning email campaigns. - Design stunning, personalized and dynamic landing pages with no coding. - Create automations with an intuitive visual builder. - Nurture leads from click to close - and beyond. - Grow and maintain your audience lists easily. - Track and analyze all your marketing activities on a customizable dashboard. The platform has AI-powered features, AI chatbot, easy drag-and-drop landing pages and forms, an intuitive visual automation builder, social media management, email marketing tools and a growing library of pre-built templates for a broad range of marketing campaigns. In-depth, native analytics and lead tracking provide marketers a full view of their pipeline, list engagement and campaign performance. Growing businesses and agencies trust VBOUT’s flexible platform and award-winning, free premium support to help them attract the right customers, convert more visitors into customers, and run complete marketing campaigns in one easy-to-use platform.

**Average Rating:** 4.7/5.0

**Total Reviews:** 259

#### How Do G2 Users Rate VBOUT?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind VBOUT?

- **Seller:** [Vbout Inc.](https://www.g2.com/sellers/vbout-inc)
- **Year Founded:** 2013
- **HQ Location:** New York, NY
- **Twitter:** @vboutcom  
1,782 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2badea79e5c272fc18ccf645908351eaaed0aa6eefe939f74bf6c0bbefabe5e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2951785%2F&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 89% Small, 10% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love how VBOUT allows them to create **landing pages and email sequences quickly and easily** , enhancing marketing efficiency.
- Users value the **automation efficiency** of VBOUT, streamlining their sales funnels with consistent updates and improvements.
- Users commend the **outstanding customer support** of VBOUT, noting its effectiveness in addressing marketing needs.
- Users value the **ease of use** of VBOUT for quickly creating landing pages and email sequences.
- Users value the **easy creation** of landing pages and email sequences with VBOUT, enhancing their marketing efficiency.

##### Cons

- Users find the **email sending caps** restrictive, limiting effective campaign management for larger businesses.
- Users find the **email sending caps limiting** , which can hinder large campaign efforts and overall effectiveness.
- Users find the **complex usage** of VBOUT challenging, despite its adequacy for basic landing page needs.
- Users find VBOUT's **email sending caps** restrictive, hindering larger campaigns compared to other market options.
- Users find the **inefficient email sending limits** restrictive for managing large campaigns effectively with VBOUT.

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

**["Tailored Automation for Small Teams, Needs Better Integrations"](https://www.g2.com/survey_responses/vbout-review-12984203)**

**Rating:** 4.0/5.0 stars

_— Verified User in Civil Engineering_

[Read full review](https://www.g2.com/survey_responses/vbout-review-12984203)

**["All-in-One Marketing Platform That’s Easy to Use and Saves Time"](https://www.g2.com/survey_responses/vbout-review-10069277)**

**Rating:** 4.5/5.0 stars

_— Ammar Ihsan N._

[Read full review](https://www.g2.com/survey_responses/vbout-review-10069277)

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

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

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

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: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

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

- **Seller:** [Spotler Group](https://www.g2.com/sellers/spotler-group-a3f6b7c0-24fb-4205-9f31-02f8a1d43e29)
- **Year Founded:** 2001
- **HQ Location:** Rotterdam, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b56c0f59c6bec30134538449063af8ce8521d26f28197bced3170e60a9fc965&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fspotler-group%2F&secure%5Burl_type%5D=linkedin_company_website)  
164 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** features of Spotler CRM, enhancing efficiency in managing campaigns and leads.
- Users appreciate the **user-friendly interface** of Spotler CRM, making navigation and onboarding effortless for everyone.
- Users appreciate the **robust marketing automation and seamless integration** of Spotler CRM, enhancing efficiency and simplifying processes.
- Users value the **flexibility** of Spotler CRM, easily integrating tools and accommodating various team workflows efficiently.
- Users value the **seamless integration capabilities** of Spotler CRM, enhancing productivity by connecting essential business tools effortlessly.

##### Cons

- Users face **integration issues** with Spotler CRM, making it difficult to connect with third-party applications effectively.
- Users find the **lack of integrations** with third-party applications hampers effective data transfer and business operations.
- Users find the **interface somewhat cluttered** , which affects ease of navigation and overall user experience.
- Users experience **poor integration with third-party applications** , leading to inefficient data transfer and operational challenges.
- Users find Spotler CRM's **high complexity** in customization and advanced features makes it less intuitive than competitors.

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

**["Streamlined CRM with Powerful Email Marketing"](https://www.g2.com/survey_responses/spotler-crm-review-12770288)**

**Rating:** 4.0/5.0 stars

_— Aryan G._

[Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12770288)

**["Effortless CRM with Seamless Marketing Integration and Top-Notch Support"](https://www.g2.com/survey_responses/spotler-crm-review-12083422)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12083422)

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

- [What is Really Simple Systems used for?](https://www.g2.com/discussions/what-is-really-simple-systems-used-for)

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

Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –⁠ all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective. Who, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals. Why Raynet? ● Smooth integration with you calendar, e-mail, phone and other applications, ● all your data in one place, ● your team can work from anywhere, ● immediate analysis of your sales score, ● increased productivity and effectiveness. Free trial for 30 days: Make sales easier.

**Average Rating:** 4.6/5.0

**Total Reviews:** 43

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

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10)

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

- **Seller:** [RAYNETCRM](https://www.g2.com/sellers/raynetcrm)
- **Year Founded:** 2004
- **HQ Location:** Ostrava-Poruba, CZ
- **Twitter:** @raynetcrm  
110 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c21249bea294d68ab243ea4ac5a9c8a8de54a0c4c2a112ad3070b1a1712032f3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fraynet-s-r-o-%2F&secure%5Burl_type%5D=linkedin_company_website)  
80 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 55% Small, 25% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **automation features** of RAYNET CRM, which streamline workflows and reduce manual tasks effectively.
- Users appreciate the **automation of routine work** in RAYNET CRM, enhancing efficiency in sales processes and task management.
- Users find RAYNET CRM's **ease of use** impressive, especially with its straightforward setup and automation features.
- Users appreciate the **deep customization options** in RAYNET CRM, enhancing their workflow and sales management experience.
- Users find the **easy setup** of RAYNET CRM exceptionally convenient, facilitating quick deployment and minimizing onboarding time.

##### Cons

- Users find RAYNET CRM's **integration issues** restrictive, limiting the app options and overall functionality.
- Users find the **limited automation and integration features** of RAYNET CRM hinder their overall experience and efficiency.
- Users find the **limited customization options** of RAYNET CRM restrict ease of use and effectiveness in workflows.
- Users find the **missing features** of RAYNET CRM, like limited automation and integrations, frustrating and restrictive.
- Users find RAYNET CRM **not user-friendly** , indicating a need for improved UI and broader integration options.

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

**["Very Practical CRM for Follow-Ups, Activities, and Daily Management"](https://www.g2.com/survey_responses/raynet-crm-review-12939590)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/raynet-crm-review-12939590)

**["Great German CRM for EU Trade Compliance, But Reporting & Bulk Imports Need Work"](https://www.g2.com/survey_responses/raynet-crm-review-12970140)**

**Rating:** 4.0/5.0 stars

_— Slocum B._

[Read full review](https://www.g2.com/survey_responses/raynet-crm-review-12970140)

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

- [What do CRM systems do?](https://www.g2.com/discussions/what-do-crm-systems-do)
- [What is CRM software?](https://www.g2.com/discussions/what-is-crm-software)
- [What are key features of a CRM system?](https://www.g2.com/discussions/raynet-crm-what-are-key-features-of-a-crm-system)
- [What is RAYNET CRM?](https://www.g2.com/discussions/what-is-raynet-crm)

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

Method CRM is the #1-rated CRM for businesses using QuickBooks — a customizable CRM that adapts to your business, not the other way around. Instead of forcing teams to change their processes to fit the software, Method lets them build the workflows, screens, and automations their business actually uses, without developer resources or enterprise pricing. Method fills the gap between QuickBooks and rigid, one-size-fits-all CRMs. With real-time, two-way sync, teams manage leads, customers, estimates, invoices, and payments in one place while accounting data stays current in both systems. Customers can approve estimates, sign proposals, and pay invoices online through a branded 24/7 portal, streamlining every step from lead to payment. Automating this busywork — fewer steps, less retyping, fewer errors — saves teams hours every week. Nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services trust Method to support the workflows their industries rely on daily. Every account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including a free hour of customization to tailor Method to your business.

**Average Rating:** 4.4/5.0

**Total Reviews:** 337

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

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

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

- **Seller:** [Method Integration Inc.](https://www.g2.com/sellers/method-integration-inc)
- **Company Website:** www.method.me
- **Year Founded:** 2010
- **HQ Location:** Toronto
- **Twitter:** @MethodCRM  
2,075 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d78b6d56af15bee0d6ec97f954d7e71fae54a68b56974ff2fac60b145516bd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F245963%2F&secure%5Burl_type%5D=linkedin_company_website)  
115 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Office Manager
- **Top Industries:** Construction, Wholesale
- **Company Size:** 88% Small, 10% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Method CRM's **ease of use** enables efficient organization, tracking, and integration for improved workflow management.
- Users praise the **outstanding customization options** in Method CRM, tailoring workflows to enhance operational efficiency.
- Users value the **seamless QuickBooks integration** of Method CRM, enhancing efficiency and service capabilities significantly.
- Users value the **responsive customer support** of Method CRM, which aids in quick resolution of queries.
- Users value the **extensive customization options** of Method CRM, allowing for tailored workflows and efficient operations.

##### Cons

- Users find the **learning curve steep** for Method CRM, making initial setup and customization quite challenging.
- Users face **limited customization** options in Method CRM, often needing costly developer support for even small changes.
- Users report various **glitches and lag** in Method CRM, impacting usability, especially in the mobile app and syncing.
- Users feel that **customization costs are excessive** , leading to high monthly fees and increased dependency on developer support.
- Users find the **missing features** in Method CRM limiting, as it lacks essential tools for comprehensive business management.

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

**["Method CRM is SO MUCH MORE than it seems!"](https://www.g2.com/survey_responses/method-crm-review-10779798)**

**Rating:** 5.0/5.0 stars

_— Brooke M._

[Read full review](https://www.g2.com/survey_responses/method-crm-review-10779798)

**["Bridging the Gap Between Sales and Success"](https://www.g2.com/survey_responses/method-crm-review-12513026)**

**Rating:** 5.0/5.0 stars

_— Marlayna V._

[Read full review](https://www.g2.com/survey_responses/method-crm-review-12513026)

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

- [What is Method CRM used for?](https://www.g2.com/discussions/what-is-method-crm-used-for) - 1 comment
- [What are the three benefits of CRM?](https://www.g2.com/discussions/what-are-the-three-benefits-of-crm)
- [How much does Method CRM cost?](https://www.g2.com/discussions/how-much-does-method-crm-cost) - 1 comment
- [What is method CRM?](https://www.g2.com/discussions/what-is-method-crm) - 1 comment
- [What are the features of CRM software?](https://www.g2.com/discussions/method-crm-what-are-the-features-of-crm-software) - 1 comment

### [Altvia](https://www.g2.com/products/altvia/reviews)

Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com.

**Average Rating:** 4.5/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Altvia?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Altvia?

- **Seller:** [ALTVIA SOLUTIONS, LLC](https://www.g2.com/sellers/altvia-solutions-llc)
- **Company Website:** altvia.com
- **Year Founded:** 2006
- **HQ Location:** Broomfield, CO
- **Twitter:** @altvia  
301 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=de671ff390ebfce79d82af835db4ff65f296351db03e114ce0eaf7ae874cf0ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapplication-experts-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
66 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Venture Capital & Private Equity
- **Company Size:** 73% Small, 13% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **exceptional customer support** from Altvia, noting quick responses and collaborative assistance for efficient operations.
- Users value the **exceptional customer support** from Altvia, which enhances collaboration and workflow efficiency.
- Users find Altvia's interface very **easy and intuitive** , complemented by excellent support and tailored solutions.
- Users value the **exceptional customer management** offered by Altvia, highlighting their attentive and strategic support team.
- Users value Altvia for its **comprehensive data** that streamlines reporting and communication with LPs effectively.

##### Cons

- Users find Altvia **expensive** , as many useful features require additional costs beyond the main tool.
- Users find the **data entry cumbersome** , wishing for better automation and memory of previously entered information.
- Users note the **missing features** in Altvia that hinder modern business practices and limit email functionality.
- Users experience limitations with the **scalability and automation** features of Altvia, impacting overall efficiency.
- Users find **data entry cumbersome** due to repetitive input, wishing for auto-population features to streamline the process.

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

**["Superb Product with a Superb Team!"](https://www.g2.com/survey_responses/altvia-review-10714885)**

**Rating:** 5.0/5.0 stars

_— Alexandra L._

[Read full review](https://www.g2.com/survey_responses/altvia-review-10714885)

**["Good"](https://www.g2.com/survey_responses/altvia-review-11393917)**

**Rating:** 4.0/5.0 stars

_— Verified User in Banking_

[Read full review](https://www.g2.com/survey_responses/altvia-review-11393917)

### [Success.ai](https://www.g2.com/products/success-ai/reviews)

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?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Success.ai?

- **Seller:** [Success AI](https://www.g2.com/sellers/success-ai)
- **HQ Location:** Sheridan, WY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32a66020ba02e4a0e8b426c12af7a1c130fe5fc469f4004ea1c0285d34b338ac&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuccess-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
87 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Virtual Assistant, Founder
- **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, benefiting from a seamless all-in-one platform for their needs.
- Users appreciate the **time-saving automation features** of Success.ai, streamlining lead management and outreach tasks effectively.
- Users value the **efficient lead generation** capabilities of Success.ai, benefiting from integrated tools for outreach and automation.
- Users value the **time-saving automation** of Success.ai, enhancing efficiency with its all-in-one platform for tasks.
- Users appreciate the **efficiency** of Success.ai, enabling quick connections with accurate, up-to-date contact information.

##### Cons

- Users find the **steep learning curve** of Success.ai challenging initially, but adjustments make it easier over time.
- Users find the **learning difficulty** with Success.ai's pricing and features makes selecting the right plan confusing.
- Users find the **slow loading** of Success.ai hampers their productivity and disrupts workflow efficiency.
- Users find **missing features** in Success.ai, particularly in lead tracking for unique industries and limited email options.
- Users find the **limited customization** of role options challenging, especially for larger teams needing clearer choices.

#### What Are Recent G2 Reviews of Success.ai?

**["Good Automation of Intelligence"](https://www.g2.com/survey_responses/success-ai-review-12346835)**

**Rating:** 4.0/5.0 stars

_— Intan R._

[Read full review](https://www.g2.com/survey_responses/success-ai-review-12346835)

**["Success.ai Makes Cold Email Campaigns Easy with Built-In Leads, Warm-Up, and AI Writing"](https://www.g2.com/survey_responses/success-ai-review-12623684)**

**Rating:** 5.0/5.0 stars

_— Abrar A._

[Read full review](https://www.g2.com/survey_responses/success-ai-review-12623684)

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

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.

**Average Rating:** 4.2/5.0

**Total Reviews:** 926

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

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

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

- **Seller:** [Unbounce](https://www.g2.com/sellers/unbounce)
- **Company Website:** unbounce.com
- **Year Founded:** 2009
- **HQ Location:** Vancouver
- **Twitter:** @unbounce  
72,651 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76598eff3f18a7c370a68f684b55dacfe22c6115b00daefcd8e2af6dd77e1a65&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F503432%2F&secure%5Burl_type%5D=linkedin_company_website)  
130 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 73% Small, 21% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features.
- Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information.
- Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs.
- Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability.
- Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management.

##### Cons

- Users find the **learning curve steep** , complicating automation and workflow setup for new users.
- Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively.
- Users find the **limited features** hinder effective use, especially in project management and task customization.
- Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability.
- Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency.

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

**["Streamlined Sales and Task Management"](https://www.g2.com/survey_responses/insightly-crm-review-12865487)**

**Rating:** 4.0/5.0 stars

_— Jeni J._

[Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12865487)

**["Keeping Customer Workflows Better Connected"](https://www.g2.com/survey_responses/insightly-crm-review-12948095)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12948095)

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

Along with general CRM features like contact management, sales pipeline management, quotes and product management CompanyHub is very powerful with following aspects of CRMs. Customizable for different industries Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table / field. Powerful Reporting You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables. Strong Email Automation Sales people spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC / copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a gmail plugin to track any mail sent from gmail. Minimize efforts on feeding data in CRM Sales people hate updating CRMs. And its not their mistake. CRMs are time consuming. CompanyHub lets them do everything from one place - like excel. From a single page, you can create records, add notes, conversations & tasks, edit fields, and send followup mails. Email sync & bulk mail also save lot of time. Control who can see what data Lead information is a very important asset of company. Even within the team, they prefer to regulate who can see what data. CompanyHub gives complete control on who can see which records, and even which fields. It supports hierarchy based as well as rule based access control. Even if two sales persons are seeing same page / report, they will see different data based on what is visible to them. So CompanyHub is very adaptive and easily accommodate your daily business routine without changing your process.

**Average Rating:** 4.7/5.0

**Total Reviews:** 45

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

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10)

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

- **Seller:** [CompanyHub](https://www.g2.com/sellers/companyhub)
- **Year Founded:** 2015
- **HQ Location:** Nasik
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d2d0d0ac4d360648009de9cdf57194d86b85a0361682c3d0ec8c68bdb33593a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10206297%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 89% Small, 9% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with CompanyHub CRM, finding its UI and follow-up features highly effective.
- Users value the **simple UI and efficient follow-up reminders** of CompanyHub CRM, enhancing their lead management experience.
- Users value the **organization efficiency** of CompanyHub CRM, benefitting from streamlined follow-up tracking and deal sentiment insights.
- Users appreciate the **simplicity of the UI** , which highlights essential follow-ups without unnecessary complexity.

##### Cons

- The **novice UI design** of CompanyHub CRM may hinder user experience despite its navigation ease and user prioritization.
- Users find the **UI design unintuitive** , feeling it lacks sophistication despite its navigational ease for AEs.

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

**["Efficient yet powerful. Customisable and easy to do so. Worth your top 3 CRM list!"](https://www.g2.com/survey_responses/companyhub-crm-review-613370)**

**Rating:** 4.0/5.0 stars

_— John R._

[Read full review](https://www.g2.com/survey_responses/companyhub-crm-review-613370)

**["CompanyHub CRM Sales and new customers."](https://www.g2.com/survey_responses/companyhub-crm-review-4400179)**

**Rating:** 4.0/5.0 stars

_— Βіll ._

[Read full review](https://www.g2.com/survey_responses/companyhub-crm-review-4400179)

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

- [What does Companyhub Crm do?](https://www.g2.com/discussions/what-does-companyhub-crm-do)
- [What does the Company Hub do?](https://www.g2.com/discussions/what-does-the-company-hub-do)
- [What is CompanyHub?](https://www.g2.com/discussions/what-is-companyhub)
- [What are some features of CRM?](https://www.g2.com/discussions/what-are-some-features-of-crm)

### [Act!](https://www.g2.com/fr/products/act/reviews)

Agissez ! Advantage est une solution CRM complète pour le front-office avec des fonctionnalités entièrement nouvelles qui unissent les ventes, le marketing et la gestion de la clientèle sur une plateforme intuitive et abordable pour vous aider à rester organisé, attirer de nouveaux clients et transformer les relations en résultats. Agissez ! Advantage inclut le résumé historique par IA, les devis interactifs, le chat sur site web, l'intégration comptable, la planification de rendez-vous, la gestion de projet, les formulaires web, les paiements, les enquêtes en ligne, et plus encore, élargissant l'empreinte d'Act! sur l'ensemble de votre front-office et réduisant votre besoin d'outils tiers coûteux. De plus, vous pouvez choisir le niveau parfait et économique pour répondre à vos besoins actuels en toute tranquillité d'esprit, sachant qu'Act! évoluera avec vous. Depuis 38 ans, Act! s'associe aux petites et moyennes entreprises - écoutant, apprenant et construisant à leurs côtés, et Act! Advantage est l'aboutissement de près de quatre décennies de leurs retours. Chaque fonctionnalité est conçue pour refléter la manière dont les PME d'aujourd'hui gèrent leurs affaires.

**Average Rating:** 3.9/5.0

**Total Reviews:** 505

#### How Do G2 Users Rate Act!?

- **the product a-t-il été un bon partenaire commercial?:** 7.5/10 (Category avg: 8.9/10)
- **Capacité de flux de travail:** 7.2/10 (Category avg: 8.5/10)
- **Gestion des contacts et des comptes:** 8.4/10 (Category avg: 8.7/10)
- **Opportunité & Gestion des pipelines:** 7.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Act!?

- **Vendeur:** [Act!](https://www.g2.com/fr/sellers/act)
- **Site Web de l'entreprise:** www.act.com
- **Année de fondation:** 1987
- **Emplacement du siège social:** Scottsdale, AZ
- **Twitter:** @ActCRM  
5,296 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4786e3db3f1595a57fa4d296d36a512c5798795d8ad44575fe2c8463bee23a11&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F77772%2F&secure%5Burl_type%5D=linkedin_company_website)  
217 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Propriétaire, Président
- **Top Industries:** Services financiers, Marketing et publicité
- **Company Size:** 78% Small, 17% Medium

#### What Do G2 Reviewers Say About Act!?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **facilité d'utilisation** d'Act!, profitant de son interface conviviale et de l'accès simplifié aux données.
- Les utilisateurs apprécient la **flexibilité et la personnalisation** d'Act!, améliorant ainsi leurs efforts de gestion de la clientèle et de marketing.
- Les utilisateurs apprécient le **support client amélioré** d'Act!, en appréciant les temps de réponse rapides et l'assistance utile.
- Les utilisateurs apprécient le **système de gestion de contacts complet** dans Act!, améliorant la productivité et l'accessibilité des données clients.
- Les utilisateurs apprécient l' **organisation intuitive** d'Act!, maximisant efficacement leur planification quotidienne et hebdomadaire pour la productivité.

##### Cons

- Les utilisateurs sont frustrés par le **manque de fonctionnalités essentielles** et les exigences de mise à jour contraignantes d'Act!, impactant l'utilisabilité et la satisfaction.
- Les utilisateurs trouvent que les **problèmes d'intégration** sont problématiques, soulignant le besoin de connexions plus fluides avec d'autres outils essentiels.
- Les utilisateurs trouvent la **en raison de l'interface obsolète d'Act! et de la navigation complexe des fonctionnalités.**
- Les utilisateurs trouvent qu'Act! est **pas convivial** , citant son interface obsolète et ses processus d'installation difficiles comme des inconvénients majeurs.
- Les utilisateurs trouvent qu'Act! a une **interface peu intuitive** , ce qui complique la navigation et le rend moins convivial.

#### What Are Recent G2 Reviews of Act!?

**["Bonne visibilité sur les contacts, les activités et les suivis"](https://www.g2.com/fr/survey_responses/act-review-12945733)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/fr/survey_responses/act-review-12945733)

**["Gérer les contacts, les opportunités et les suivis avec le bon contexte"](https://www.g2.com/fr/survey_responses/act-review-13108958)**

**Rating:** 4.5/5.0 stars

_— Omar S._

[Read full review](https://www.g2.com/fr/survey_responses/act-review-13108958)

#### What Are G2 Users Discussing About Act!?

- [What is Act! used for?](https://www.g2.com/fr/discussions/what-is-act-used-for)

### [BenchmarkONE](https://www.g2.com/products/benchmarkone/reviews)

Our all-in-one sales and marketing platform combines email marketing, CRM, and marketing automation to turn emails into conversations, website visitors into handshakes, and customers into raving fans. We also provide marketing agencies with an alternative solution for their small business clients. Find more revenue in your sales pipeline and prevent opportunities from falling through the cracks. Learn more with a free 15-minute discovery call today.

**Average Rating:** 4.5/5.0

**Total Reviews:** 180

#### How Do G2 Users Rate BenchmarkONE?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind BenchmarkONE?

- **Seller:** [Polaris Software](https://www.g2.com/sellers/polaris-software)
- **Year Founded:** 2004
- **HQ Location:** St. Louis, MO
- **Twitter:** @BenchmarkEmail  
17,267 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a6ac781eaef895adc4b7a3766caa1c613230fa721f04e3522ad58894da94c0d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F834284%2F&secure%5Burl_type%5D=linkedin_company_website)  
117 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 79% Small, 16% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find BenchmarkONE **easy to use** , facilitating smooth tracking of contacts and efficient management of customer relationships.
- Users find the **ease of use in tracking contacts** with BenchmarkONE to be a significant advantage.
- Users value the **effective customer management** of BenchmarkONE, enhancing lead nurturing and operational efficiency.
- Users value the **easy access** of BenchmarkONE, facilitating smooth transitions and efficient customer relationship management.
- Users value the **easy setup** of BenchmarkONE, ensuring a swift and smooth transition for their businesses.

##### Cons

- Users report **call issues** with BenchmarkONE, including email and phone IDs being marked as spam affecting communications.
- Users face **email issues** with BenchmarkONE, leading to important emails landing in spam and affecting phone ID visibility.
- Users report **unreliable deliverability** with BenchmarkONE, causing emails to land in spam and affecting communication effectiveness.

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

**["BenchmarkONE: User-Friendly All-in-One CRM & Marketing Automation with Great Support"](https://www.g2.com/survey_responses/benchmarkone-review-12825567)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/benchmarkone-review-12825567)

**["Effective and Easy-to-Use Automation"](https://www.g2.com/survey_responses/benchmarkone-review-13176881)**

**Rating:** 5.0/5.0 stars

_— Bryan J._

[Read full review](https://www.g2.com/survey_responses/benchmarkone-review-13176881)

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

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

### [Salesboom](https://www.g2.com/products/salesboom/reviews)

Work harder and Smarter with Salesboom Cloud Sales & CRM. 20 years as a pioneer and value-leading Cloud CRM and Sales Automation software-as-a-Service vendor. Customer Database Sales Pipeline Management Leads, Contacts, Accounts, Opportunities, Campaigns, Quotes Real-time alerts Sales Scripts Outlook to CRM and GMail to CRM Lead, Account & Opportunity Scoring Drip Campaigns Workflow Customizable Reports, Analytics & Dashboards Customizable Web Forms Surveys Mobile Sales Apps for iOS & Android API and Integrations with Zapier, Quickbooks, Twilio, Stripe, and many more. We make Sales better, with easy-to-use, yet fully customizable, point-and-click Cloud Solutions for Sales that keep you up-to-date with real-time customer information. You get a system built for you. We configure the CRM, roll out, and train users with our in-house professional services. We also build customization and integrations for you. New Mobile apps for iOS and Android. Create contacts and save e-mails to your Contacts, from your e-mail account, with new e-mail plug-ins for Microsoft 365 Outlook and Gmail. We unify all your Sales, marketing, customer service, Quote to Cash, all in one easy platform that is pre-integrated and fully customizable by business users with no-code, point-and-click ease. Perfect for Small to Medium-Sized Businesses and large enterprises alike. Sign up for a free trial today at www.salesboom.com or email sales@salesboom.com or call 617-600-7989

**Average Rating:** 4.5/5.0

**Total Reviews:** 22

#### How Do G2 Users Rate Salesboom?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Salesboom?

- **Seller:** [Salesboom.com](https://www.g2.com/sellers/salesboom-com)
- **Year Founded:** 2002
- **HQ Location:** Halifax, Nova Scotia
- **Twitter:** @SalesboomCloud  
2,905 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f87a058c2f639e74f9dfe0625d0e83f87d0c683ef7688aa46bc9aa4d36bc5c6f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F147454%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 58% Small, 25% Medium

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

**["Brilliant software for all types of commercial utilization."](https://www.g2.com/survey_responses/salesboom-review-4296546)**

**Rating:** 4.5/5.0 stars

_— Simone L._

[Read full review](https://www.g2.com/survey_responses/salesboom-review-4296546)

**["A brilliant software to comprehend with B2B and B2C communication."](https://www.g2.com/survey_responses/salesboom-review-4305681)**

**Rating:** 4.5/5.0 stars

_— Justin W._

[Read full review](https://www.g2.com/survey_responses/salesboom-review-4305681)

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

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

### [Membrain](https://www.g2.com/products/membrain/reviews)

Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain's sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform's user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape.

**Average Rating:** 4.6/5.0

**Total Reviews:** 211

#### How Do G2 Users Rate Membrain?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Membrain?

- **Seller:** [Membrain](https://www.g2.com/sellers/membrain)
- **Company Website:** www.membrain.com
- **Year Founded:** 2012
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @membrain\_com  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=128b954648ec1b164dbc033fcc0dccbfbfa8433c867edbf8fd31c3b7cf80f8da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmembraincom%2F&secure%5Burl_type%5D=linkedin_company_website)  
39 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 60% Small, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Membrain, noting its intuitive structure and seamless team adoption.
- Users value the **highly customizable features** of Membrain, enhancing their efficiency in managing prospects and pipelines.
- Users value the **hands-on support** from Membrain, appreciating their commitment to helping with software adoption and success.
- Users appreciate the **prompt and helpful customer support** from Membrain, enhancing their overall experience and satisfaction.
- Users appreciate the **high customizability** of Membrain, enabling tailored workflows that enhance productivity and organization.

##### Cons

- Users note that the **missing features** in Membrain, like better email formatting and calendar usability, hinder productivity.
- Users find the **steep learning curve** of Membrain challenging initially, though it offers robust features once mastered.
- Users find the **incomplete information** challenging, making it difficult to locate essential features and resources effectively.
- Users desire more **features and customization** in Membrain, especially for graphs and email formatting options.
- Users experience **dashboard issues** with limited customization options and difficulties in exporting historical data effectively.

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

**["Membrain user for an Internal Sales role."](https://www.g2.com/survey_responses/membrain-review-10736226)**

**Rating:** 4.0/5.0 stars

_— Moises B._

[Read full review](https://www.g2.com/survey_responses/membrain-review-10736226)

**["Top-Notch Support, User-Friendly UI, and Powerful Workflow Customization"](https://www.g2.com/survey_responses/membrain-review-12622325)**

**Rating:** 4.5/5.0 stars

_— Chris W._

[Read full review](https://www.g2.com/survey_responses/membrain-review-12622325)

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

- [What is Membrain used for?](https://www.g2.com/discussions/what-is-membrain-used-for) - 2 comments

### [noCRM.io](https://www.g2.com/products/nocrm-io/reviews)

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:** 109

#### How Do G2 Users Rate noCRM.io?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind noCRM.io?

- **Seller:** [Positive Group Sales Solutions](https://www.g2.com/sellers/positive-group-sales-solutions)
- **Year Founded:** 2008
- **HQ Location:** Paris, France
- **Twitter:** @yoolink  
4,628 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=090a6300e83ccff2b3429b88dd506c973196a33a32cbe58fd0a77b0b9184ba4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F233834%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 88% Small, 8% Medium

#### What Do G2 Reviewers Say About noCRM.io?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **clarity and simplicity** of noCRM.io, making it efficient and easy for all team members.
- Users value the **simplicity and intuitive design** of noCRM.io, enabling efficient sales management and focus on closing deals.
- Users appreciate the **easy setup** of noCRM.io, allowing for quick management of clients and leads seamlessly.
- Users appreciate the **clear and efficient lead management** that streamlines sales processes and improves team collaboration.
- Users appreciate the **great customer support** of noCRM.io, highlighting their fast response and helpfulness.

##### Cons

- Users find the **missing features** in noCRM, such as custom tags and campaign setups, limit their efficiency and flexibility.
- Users find the **limited customization** options in noCRM.io restrict report and dashboard flexibility, impacting their analytics experience.
- Users note **limited features** in noCRM.io, especially in marketing automation and reporting, hindering sales efficiency.
- Users face **bugs in the mobile app** that hinder date settings and require manual syncing for updated lead statuses.
- Users express frustration with the **call connection issues** , as it fails to connect to direct phone lines.

#### What Are Recent G2 Reviews of noCRM.io?

**["Efficient and User-Friendly, But Lack of Customization Options"](https://www.g2.com/survey_responses/nocrm-io-review-12930302)**

**Rating:** 4.0/5.0 stars

_— Luis A._

[Read full review](https://www.g2.com/survey_responses/nocrm-io-review-12930302)

**["A clean lead centric CRM for maintaining effective sales pipeline"](https://www.g2.com/survey_responses/nocrm-io-review-12542573)**

**Rating:** 4.5/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/nocrm-io-review-12542573)

#### What Are G2 Users Discussing About noCRM.io?

- [How do you leverage noCRM.io in your lead management, and what do you like most about it?](https://www.g2.com/discussions/how-do-you-leverage-nocrm-io-in-your-lead-management-and-what-do-you-like-most-about-it)
- [What is noCRM.io used for?](https://www.g2.com/discussions/what-is-nocrm-io-used-for)

### [Lime Go](https://www.g2.com/products/lime-go/reviews)

Lime Go is an intelligent AI- and data-driven CRM for growing B2B businesses or sales teams. Ideal for overseeing the entire sales process, from prospecting and lead nurturing to closing deals. Get access to a collaborative platform to make data-driven decisions and grow your customer base. Lime Go comes loaded with company data from Dun & Bradstreet and a range of features, making it easy to find new customers that are a perfect match for you. With Lime Go, it’s quick and easy to get an overview of your potential market. With a visual and adjustable sales pipeline, you have control of the entire process, and all data is stored in one place. Add reminders, notes, and ‘next steps’, to work methodically to close the deal. Utilize our intelligent AI features to encourage proactive behavior and keep track of your leads, deals, and upsells. Visual outcomes give you a quick overview of your and your team’s performance based on your respective targets. In addition, forecasts in Lime Go help you deliver even more sales volumes and allow you to constantly adjust any imbalances in your sales pipeline.

**Average Rating:** 4.4/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Lime Go?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 5.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Lime Go?

- **Seller:** [Lime Technologies](https://www.g2.com/sellers/lime-technologies)
- **Year Founded:** 1990
- **HQ Location:** Lund, Skane
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f313c5cff48d2b87ed49dde93be183af3d732b3fb74551cc633328dd7c089e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flimetechnologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
422 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 94% Small, 6% Medium

#### What Do G2 Reviewers Say About Lime Go?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Lime Go, making sales prospecting and lead management effortless and efficient.
- Users appreciate the **ease of use for lead management** in Lime Go, facilitating smooth sales prospecting and tracking.
- Users value the **time efficiency** of Lime Go, allowing quick tracking of leads and management tasks seamlessly.

##### Cons

- Users find the **limited features** of Lime Go restrict their functionality and result in extra charges for essential tools.
- Users find Lime Go lacking in **essential features** like advanced CRM tools and face extra charges for key functionalities.

#### What Are Recent G2 Reviews of Lime Go?

**["Simple, Sharp, and Sales-Focused—But Is It Enough?"](https://www.g2.com/survey_responses/lime-go-review-11325899)**

**Rating:** 4.5/5.0 stars

_— Ashley W._

[Read full review](https://www.g2.com/survey_responses/lime-go-review-11325899)

**["About Lime Go"](https://www.g2.com/survey_responses/lime-go-review-8995686)**

**Rating:** 5.0/5.0 stars

_— JAINAM D._

[Read full review](https://www.g2.com/survey_responses/lime-go-review-8995686)

#### What Are G2 Users Discussing About Lime Go?

- [What is Lime Go used for?](https://www.g2.com/discussions/what-is-lime-go-used-for)

- [‹ Prev‹ Prev](/categories/crm/small-business?order=g2_score&page=5#product-list)
- [1](/categories/crm/small-business?order=g2_score#product-list)
- [2](/categories/crm/small-business?order=g2_score&page=2#product-list)
- [3](/categories/crm/small-business?order=g2_score&page=3#product-list)
- [4](/categories/crm/small-business?order=g2_score&page=4#product-list)
- [5](/categories/crm/small-business?order=g2_score&page=5#product-list)
- 6
- [7](/categories/crm/small-business?order=g2_score&page=7#product-list)
- [8](/categories/crm/small-business?order=g2_score&page=8#product-list)
- [9](/categories/crm/small-business?order=g2_score&page=9#product-list)
- [10](/categories/crm/small-business?order=g2_score&page=10#product-list)
- …
- [12](/categories/crm/small-business?order=g2_score&page=12#product-list)
- [13](/categories/crm/small-business?order=g2_score&page=13#product-list)
- [Next ›Next ›](/categories/crm/small-business?order=g2_score&page=7#product-list)

Spotlight Categories

[Remote Monitoring & Management (RMM) Software](https://www.g2.com/categories/remote-monitoring-management-rmm)

[Bot Platforms Software](https://www.g2.com/categories/bot-platforms)

[SEO Tools](https://www.g2.com/categories/seo-tools)

[Anti Money Laundering Software](https://www.g2.com/categories/anti-money-laundering)

[Expense Management Software](https://www.g2.com/categories/expense-management)

Similar Categories

- [Sales Compensation](/categories/sales-compensation)
- [AI Sales Assistant](/categories/ai-sales-assistant)
- [Auto Dialer](/categories/auto-dialer)
- [Contract Analytics](/categories/contract-analytics)
- [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm)

- [Contract Management](/categories/contract-management)
- [Customer Revenue Optimization](/categories/customer-revenue-optimization)
- [E-Signature](/categories/e-signature)
- [Field Sales](/categories/field-sales)
- [Other Sales](/categories/other-sales)

- [Partnerships Management](/categories/partnerships-management)
- [PreSales](/categories/presales)
- [Quote Management](/categories/quote-management)
- [Revenue AI Platforms](/categories/revenue-ai-platforms)
- [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i)

[Browse CRM Themes](/categories/crm/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated 

Products classified in the overall CRM category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business CRM category.

In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Small Business CRM Software category, a product must have at least 10 reviews left by a reviewer from a small business.

Show More

* * *

## How Do You Choose the Right CRM Software?

### Everything About CRMs

### CRM software buying insights at a glance

[Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights.

Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits.

Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year.

If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include:

- How transparent and scalable is the pricing structure?
- What training and onboarding resources are provided?
- What integrations are supported, and how user-friendly are they?
- How responsive is the vendor to customer support issues?
- Does the CRM utilize AI to automate interactions or insights?

G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close.

### What is CRM software?

G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions.

Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential.

CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey.

The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics))

G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies))

### What are the top reviewed CRM systems on G2?

G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category:

#### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews)

- Number of Reviews: 20,244
- Satisfaction: 99
- Market Presence: 99
- G2 Score: 99

#### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)

- Number of Reviews: 9,685
- Satisfaction: 99
- Market Presence: 87
- G2 Score: 93

#### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews)

- Number of Reviews: 3,503
- Satisfaction: 94
- Market Presence: 70
- G2 Score: 82

#### 4. [ClickUp](https://www.g2.com/products/clickup/reviews)

- Number of Reviews: 1,507
- Satisfaction: 93
- Market Presence: 70
- G2 Score: 81

#### 5. [Close](https://www.g2.com/products/close/reviews)

- Number of Reviews: 1,346
- Satisfaction: 98
- Market Presence: 63
- G2 Score: 81

These rankings are determined by combining verified user ratings and publicly available web search popularity data:

- The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies))
- The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies))
- G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies))

### CRM software pricing and cost considerations

CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include:

- Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities.
- Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses.
- Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support.

Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year.

Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance.

### Types of CRM software on G2

CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs:

- Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management.
- Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting.
- Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm).
- [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement.
- [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go.
- [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software).
- [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups.
- Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth.
- [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs.

### Top CRM software features rated by G2 reviewers

There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways:

- Contact & account management: Store customer data and manage interactions centrally.
- Opportunity & pipeline management: Track sales deals through each stage from lead to close.
- Task & activity management: Schedule tasks, assign deadlines, and track activities.
- Lead management: Capture, qualify, and manage leads throughout the sales process
- Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns.
- Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports.
- Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels.
- Workflow automation: Automate repetitive tasks and streamline business processes.
- Customer support & case management: Track and resolve customer inquiries and issues effectively.
- Integration capabilities: Seamlessly integrate CRM with other essential software and business systems.
- AI capabilities: Use generative AI to automate text creation and enhance customer interactions.

### Top CRM software benefits identified by G2 reviewers

Effective CRM implementation can yield multiple strategic business benefits, including:

**Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts.

_“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560).

**Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue.

_“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634).

**Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities.

“_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142).

**Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts.

_“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552).

### Top CRM systems challenges identified by G2 reviewers

Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them:

**1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses.

- **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support?
- **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth.

**2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes.

- **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes?
- **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support.

**3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios.

- **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features?
- **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs.

**4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations.

- **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)?
- **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs.

**5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity.

- **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting?
- **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process.

### What is CRM software used for?

Analysis of CRM software reviews reveals the following common scenarios:

- **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks.
- **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication.
- **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively
- **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date.

### Who uses CRM systems?

CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate.

### Common CRM software integrations

We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM:

- **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities.
- **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions.
- **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency.
- **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination.
- **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions.

### What's the best CRM app for small business owners?

For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as: 

1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management.
2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels.
3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions.

### What CRM is the best for e-commerce platforms?

The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews:

1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more.
2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools.
3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony.

### Future of CRM software

- **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry.
- **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/))
- **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage.

### CRM Software FAQs

### Most Popular FAQs

#### **Which CRM Software has the best reviews?**

Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction:

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows.
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing.
- [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem.

#### **What is CRM software used for?**

CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike.

#### **What is the best cloud-based CRM for the service industry?**

Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users:

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships.
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription.
- [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements.

#### **What is the best CRM solution with marketing automation features?**

The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include:

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users.
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic.
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients.
- [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface.

#### **What is the best CRM for beginners?**

New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users:

- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day.
- [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction.
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly.
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity.

### Small Business FAQs

#### **What is the most affordable CRM software for SMBs?**

For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget:

- [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools.
- [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives.
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow.
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms.

#### **What is the best CRM software for startups?**

Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options:

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately.
- [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set.
- [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools.

#### **Which CRM software is the most user-friendly for startups?**

Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users:

- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool.
- [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training.
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges.
- [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex.

#### **What is the best CRM for small teams in financial services?**

Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry:

- [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform.
- [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools.

#### **What CRM tools are best suited for solo business owners and freelancers?**

Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options:

- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead.
- [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms.
- [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach.
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support.

### Enterprise FAQs

#### **What is the best-rated CRM software for tech enterprises?**

Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data.
- [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources.
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations.

#### **What is the most reliable CRM software tool for enterprises?**

Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls.
- [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence.
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure.

#### **What is the best-reviewed CRM software for enterprise app integration?**

Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools.
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows.
- [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems.

#### **What is the best enterprise CRM for customer success teams?**

Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options:

- [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data.
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts.
- [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture.

#### **What is the best enterprise CRM with AI capabilities?**

AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale.
- [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows.
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication.

### Sources

1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2
2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies).
3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP
4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix

Last Updated on 04/20/2026

_Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen)

_Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)