Best CRM Software for Small Business - Page 7

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 3,103

Category Stats (Nov 2026)

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

Last updated: November 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

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

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

G2 Grid® for CRM Software

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

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

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

Act!

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes AI-History Summary, Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Payments, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

Average Rating: 3.9/5.0

Total Reviews: 515

How Do G2 Users Rate Act!?

  • Has the product been a good partner in doing business?: 7.6/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Act!?

  • Seller: Act!
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Scottsdale, AZ
  • LinkedIn® Page: www.linkedin.com
    221 employees on LinkedIn®
  • Phone: +1 (877) 228-8377

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Financial Services, Marketing and Advertising
  • Company Size: 78% Small, 17% Medium

What Do G2 Reviewers Say About Act!?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Act!, praising its intuitive design and convenient organization of information.
  • Users value Act! for its comprehensive customer management capabilities, streamlining data organization and enhancing client interactions effectively.
  • Users value the exceptional customer support from Act!, noting prompt resolutions and helpful, knowledgeable staff.
  • Users value Act! for its customizable contact management, enhancing workflow and maintaining comprehensive interaction histories efficiently.
  • Users appreciate the intuitive organization of Act!, enhancing efficiency in managing tasks and information seamlessly.
Cons
  • Users note the missing features in Act!, including a lack of crucial integration options and complicated upgrades.
  • Users struggle with integration issues as ACT frequently disconnects from Outlook, losing crucial contact data and causing frustration.
  • Users find the steep learning curve of Act! frustrating, often struggling with its outdated and complex interface.
  • Users find Act!'s interface to be not user-friendly, with a complex and outdated design impacting their daily experience.
  • Users find the interface of Act! outdated and complex, leading to a less intuitive experience overall.

What Are Recent G2 Reviews of Act!?

What Are G2 Users Discussing About Act!?

VBOUT

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: 258

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How Do G2 Users Rate VBOUT?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind VBOUT?

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 value the versatile and user-friendly email marketing capabilities of VBOUT, enhancing their overall marketing efficiency.
  • Users appreciate the ease of use of VBOUT, enabling quick creation of landing pages and email sequences effortlessly.
  • Users praise VBOUT for its versatile and powerful features, allowing efficient management of diverse marketing tasks in one platform.
  • Users appreciate the ease of creating landing pages with VBOUT, enhancing their marketing efficiency and versatility.
  • Users love VBOUT for its powerful features, offering versatility and ease in managing complex marketing needs effortlessly.
Cons
  • Users find VBOUT's email sending caps limiting, hindering large campaign effectiveness compared to other market options.
  • Users find the email sending caps limiting, which restricts their ability to run large campaigns effectively.
  • Users find the complex usage of VBOUT challenging, though it suffices for creating basic landing pages.
  • Users find VBOUT's email sending caps limiting, hindering large campaign operations compared to other market options.
  • Users find VBOUT's email sending caps inefficient, hindering businesses with large campaign needs compared to other options.

What Are Recent G2 Reviews of VBOUT?

What Are G2 Users Discussing About VBOUT?

Membrain

Membrain is the brain of your sales organization. Membrain remembers how your team sells: your process, your playbooks and your deals. Its built-in AI, Insight Engine, uses that memory to guide every rep toward the next best move. Membrain combines CRM and sales enablement for B2B sales teams. Memory without intelligence is just a database. AI without memory is just a guess. Membrain puts the two together. Why sales teams choose Membrain: Too many teams keep starting from zero. Their best knowledge sits in people's heads, old email threads and training decks nobody opens. Membrain remembers what your team learns and puts it to work in every deal. Your Process, Built-in: Your methodology, stages, exit criteria and playbooks become part of every deal. AI that Knows Your Business: Insight Engine is grounded in your own process, playbooks and pipeline, so its guidance fits the deal in front of the rep. It's built into the workflow, not bolted on. The knowledge Stays (even when the rep leaves): Account relationships and deal context remain with the team. Coaching that's Built-in: Leaders know who to coach, on what and when. The same memory and intelligence power every stage of how you sell, from Prospecting and Active Pipeline to Account Growth and Elevate, so nothing learned in one stage gets lost in the next. Membrain connects with the email, calendar and marketing tools your team already uses. It's SOC 2 compliant and has clients in 80+ countries.

Average Rating: 4.6/5.0

Total Reviews: 214

How Do G2 Users Rate Membrain?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Membrain?

  • Seller: Membrain
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Stockholm, Sweden
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®
  • Ownership: Private

Who Uses This Product?

  • Who Uses This: CEO, Sales Manager
  • 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 of Membrain, finding it intuitive and straightforward for managing leads effectively.
  • Users appreciate the flexibility and customization of Membrain, allowing tailored structures and excellent support throughout the process.
  • Users value the helpful customer support of Membrain, enhancing their experience with personalized guidance and flexibility.
  • Users commend the excellent customer support from Membrain, providing helpful guidance and enhancing the overall experience.
  • Users love the high customizability of Membrain, allowing tailored setup and organization to meet specific needs.
Cons
  • Users find that Membrain lacks essential features like easy access to project sales numbers and better notification systems.
  • Users find the learning curve steep when starting with Membrain, making initial setup challenging to navigate.
  • Users report incomplete information, making it difficult to navigate and fully utilize Membrain's features effectively.
  • Users find the limited features of Membrain frustrating, wishing for better graphing, email formatting, and calendar usability.
  • Users experience dashboard issues related to inflexible layouts and limitations in exporting data and customization.

What Are Recent G2 Reviews of Membrain?

What Are G2 Users Discussing About Membrain?

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How it works

Lime Go

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: 9.0/10)
  • Workflow Capability: 5.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Lime Go?

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 of Lime Go, making sales prospecting and lead management simple and efficient.
  • Users value the ease of use for sales prospecting in Lime Go, streamlining lead management effortlessly.
  • Users appreciate the time efficiency of Lime Go, finding it simple to manage leads and tasks effectively.
Cons
  • Users are frustrated with the limited features of Lime Go, finding essential tools and integrations lacking.
  • Users find the missing features in Lime Go, like CRM tools, limit functionality and increase costs unexpectedly.

What Are Recent G2 Reviews of Lime Go?

What Are G2 Users Discussing About Lime Go?

Pipeline CRM

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

Average Rating: 4.3/5.0

Total Reviews: 913

How Do G2 Users Rate Pipeline CRM?

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

Who Is the Company Behind Pipeline CRM?

  • Seller: Pipeline CRM
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Seattle, WA
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®
  • Phone: +1 (866) 702-7303

Who Uses This Product?

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

What Do G2 Reviewers Say About Pipeline CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Pipeline CRM, enjoying its intuitive interface and organized approach to deal management.
  • Users praise Pipeline CRM for its intuitive interface, enabling quick learning and efficient management of deals and contacts.
  • Users admire the simple and organized pipeline management of Pipeline CRM, enhancing deal tracking and team consistency.
  • Users appreciate the efficient customer management features of Pipeline CRM, enhancing organization and visibility in client relationships.
  • Users praise Pipeline CRM's fast and helpful customer support, enhancing their overall experience and satisfaction.
Cons
  • Users find the limited features of Pipeline CRM restrict their ability to customize and automate workflows effectively.
  • Users find limited customization in Pipeline CRM, hindering advanced workflows and third-party integration capabilities.
  • Users experience integration issues with Pipeline CRM, facing limitations with third-party apps and data syncing challenges.
  • Users note the missing features in Pipeline CRM, particularly in integrations, automation, and reporting capabilities.
  • Users experience slow performance with Pipeline CRM, encountering lags during updates that hinder overall efficiency.

What Are Recent G2 Reviews of Pipeline CRM?

What Are G2 Users Discussing About Pipeline CRM?

Sugar Sell

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: 9.0/10)
  • Workflow Capability: 7.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Sugar Sell?

  • Seller: SugarAI
  • Year Founded: 2004
  • HQ Location: Cupertino, CA
  • LinkedIn® Page: www.linkedin.com
    577 employees on LinkedIn®
  • Phone: +1 (408) 454-6900

Who Uses This Product?

  • Who Uses This: Marketing Manager, Sales 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 value the ease of use of Sugar Sell, appreciating its quick setup and intuitive interface for smooth operations.
  • Users love unlimited no-code customization in Sugar Sell, enabling tailored solutions for unique compliance and sales processes.
  • Users find Sugar Sell to be incredibly user-friendly, enjoying its intuitive interface and quick setup for enhanced productivity.
  • Users value the extensive customization features of Sugar Sell, enhancing data visibility and management capabilities significantly.
  • Users appreciate the responsive customer support of Sugar Sell, ensuring prompt resolutions to issues and queries.
Cons
  • Users face integration issues with Sugar Sell, complicating workflows and requiring manual updates for efficiency.
  • Users express frustration with frequent bugs following upgrades, impacting workflow and requiring additional time for fixes.
  • Users find the learning curve challenging, especially for new hires navigating the complex interface and features.
  • Users experience feature issues with Sugar Sell's interface and reporting, impacting usability and integration efficiency.
  • Users desire more customization options to enhance functionality and support complex sales processes in Sugar Sell.

What Are Recent G2 Reviews of Sugar Sell?

What Are G2 Users Discussing About Sugar Sell?

SendPulse

SendPulse is an AI-driven email and chatbot marketing platform that helps scaling businesses acquire, grow, and retain customers through email and chatbot conversations — all powered by a built-in CRM that streamlines sales and marketing efforts from start to finish. Trusted globally for more than 11 years, the company now serves over 200,000 customers, with substantial operations spanning Latin America (with an office in Brazil) and Europe as part of its international footprint. SendPulse features include: - bulk email and SMS service; - sales pipeline automation; - transactional emails; - Facebook Messenger, Instagram, Telegram, WhatsApp (SendPulse is an official WhatsApp Business API provider), TikTok, and Viber chatbot builder; - web push notification service; - website builder; - live chat builder; - CRM system; - online course builder and LMS; - pop-up forms with an NPS survey widget; - - a library of 50+ ready-made integrations (Zapier, Shopify, WooCommerce, Salesforce, HubSpot, and more) No matter which SendPulse service you choose to work with, it will feature our platform's core components: intuitive, no-code interface; user-friendly drag-and-drop builder with extensive customization options; seamless integration of individual services within the platform; user access levels and teamwork tools so your whole team can collaborate; and advanced marketing and sales automation capabilities. You can seamlessly combine all services into a unified system to create automated sales pipelines. SendPulse’s online course builder integrates various marketing and sales automation tools, allowing you to effortlessly engage new students, nurture relationships with your existing audience, and effectively monetize your expertise. SendPulse is always available on your smartphone, enabling you to launch marketing campaigns, interact with your chatbot subscribers, and manage your audience from anywhere. Online courses created with SendPulse's course builder are also accessible on mobile devices. Education by SendPulse is a user-friendly app that allows students to create and edit their profiles, enroll in courses, track their learning progress, and communicate with instructors. You only need a smartphone or tablet to register, create a student account, and successfully start and complete your training. SendPulse offers a wide range of comprehensive, seamlessly integrated marketing solutions. Our core objective is to optimize marketers’ and business owners’ workflows and empower them to drive company growth through more efficient sales and marketing processes. With SendPulse, you can efficiently: - Build and segment your audience. - Manage all your sales and marketing activities from a single platform. - Track and analyze the effectiveness of your deals. - Make data-driven decisions based on actionable insights. - Boost your sales through personalized messaging tailored to subscribers across every stage of your sales funnel. SendPulse offers unlimited email campaigns, 24/7 live support, exceptional deliverability, and detailed reporting on every pricing plan. Our free-forever plan includes 15,000 emails per month, while paid subscriptions start at just $9.60 per month (billed annually – a 20% discount off the standard $12/month rate, 500 subscribers).

Average Rating: 4.6/5.0

Total Reviews: 695

How Do G2 Users Rate SendPulse?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.4/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind SendPulse?

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 90% Small, 9% Medium

What Do G2 Reviewers Say About SendPulse?

AI-generated summary from verified user reviews

Pros
  • Users find SendPulse to be an easy-to-use platform, making it accessible and efficient for everyone.
  • Users value the user-friendly automation in SendPulse, appreciating straightforward setup and effective integration with chatbots.
  • Users highlight the easy setup of SendPulse, making initial transitions smooth and hassle-free for various marketing needs.
  • Users commend SendPulse for its responsive customer support, aiding them effectively during the learning phase.
  • Users appreciate the user-friendly platform of SendPulse, benefiting from its precise tools and multi-channel approach.
Cons
  • Users note a lack of features, with outdated UI and basic analytics hindering overall functionality and user experience.
  • Users find SendPulse has limited features, including a dated UI and basic analytics, impacting overall functionality.
  • Users find the learning curve steep at first, but knowledge improves user engagement and feature utilization over time.
  • Users note limited options in SendPulse, expressing a desire for more features and customization improvements.
  • Users find the pricing high for SendPulse, especially when integrating multiple marketing layers, impacting overall value.

What Are Recent G2 Reviews of SendPulse?

What Are G2 Users Discussing About SendPulse?

Formaloo

Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever. Formaloo is the world’s leading free form builder and no-code platform for creating powerful forms, surveys, dashboards, CRMs, and custom business apps, all without writing a single line of code. Trusted by 35,000+ businesses worldwide, Formaloo lets teams build AI-powered forms, smart surveys, quizzes, calculators, customer portals, membership sites, HR dashboards, and internal tools, all from one centralized, scalable platform.

Average Rating: 4.6/5.0

Total Reviews: 184

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View this exclusive G2 deal

How Do G2 Users Rate Formaloo?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Formaloo?

  • Seller: Formaloo
  • Year Founded: 2020
  • HQ Location: Toronto, CA
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, Director
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 85% Small, 9% Medium

What Do G2 Reviewers Say About Formaloo?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Formaloo, appreciating the intuitive form builder and efficient setup process.
  • Users value the flexibility of Formaloo, enabling easy customization and seamless integration for diverse client needs.
  • Users find the easy setup of Formaloo effective, enabling quick deployment for various forms and client management.
  • Users value the customization options of Formaloo, enabling personalized, branded forms that enhance user engagement and data collection.
  • Users find Formaloo's easy implementation crucial for seamless integration and efficient form management across multiple clients.
Cons
  • Users express a desire for missing features like native MCP and improved UI for complex logic and designs.
  • Users express frustration with template management, finding it inconvenient to navigate and lacking flexibility in organization.
  • Users find dashboard issues frustrating, particularly with complex logic and limited precision in layout customization.
  • Users find layout issues in Formaloo frustrating, especially when handling complex rules and navigating templates.
  • Users find the learning curve challenging, especially with complex logic rules and limited UI clarity.

What Are Recent G2 Reviews of Formaloo?

What Are G2 Users Discussing About Formaloo?

NinjaPipe

- Elevate your sales game with NinjaPipe - the ultimate CRM and sales automation tool to revolutionize your lead management and client engagement. - Seamlessly track and nurture leads on your dynamic and fully customizable dashboard, ensuring you never miss a chance to close that crucial deal. Effortlessly automate follow-ups and tasks, guiding leads through the sales funnel for maximum conversions. - Empower your team with an intuitive, visual sales process that promotes seamless collaboration. With NinjaPipe, your team will conquer sales targets with ZERO learning curve, allowing them to focus on what truly matters - delivering exceptional customer experiences. - Stand out from the competition by automating repetitive tasks and reclaiming valuable time to invest in meaningful sales interactions and customer relationships. Key Features: - Personalized Dashboard: Customize your dashboard to suit your unique sales workflow, making lead management a breeze. - Automated Follow-ups: Engage leads consistently and efficiently through automated follow-ups, boosting conversion rates. - Team Collaboration: Foster teamwork and streamline communication to accelerate sales cycles and drive results. - Sales Visualization: Gain real-time insights into your sales pipeline, enabling data-driven decisions for success. - Time-Saving Automation: Free your team from repetitive tasks, allowing them to focus on closing deals and delighting customers. - Join thousands of satisfied users who have transformed their sales processes with NinjaPipe. Download now to supercharge your sales and cultivate customer loyalty like never before!

Average Rating: 4.6/5.0

Total Reviews: 20

How Do G2 Users Rate NinjaPipe?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind NinjaPipe?

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 95% Small, 5% Medium

What Do G2 Reviewers Say About NinjaPipe?

AI-generated summary from verified user reviews

Pros
  • Users love the powerful automation features that streamline processes and enhance productivity effortlessly.
  • Users love the flexible customization options in NinjaPipe, allowing tailored solutions for unique business needs.
  • Users love the seamless integration of NinjaPipe, enhancing productivity without disrupting existing workflows.
  • Users value the intuitive automation features of NinjaPipe, enhancing productivity and streamlining their workflow effectively.
  • Users value the easy integrations of NinjaPipe, creating a seamless experience with existing workflows and tools.
Cons
  • Users report CRM issues with incomplete email tracking and sometimes difficulty locating specific details like communication logs.
  • Users find difficult navigation in NinjaPipe sometimes hinders their ability to locate specific details efficiently.
  • Users find the email tracking functionality lacking, desiring improved records of sent and received messages in the CRM.
  • Users notice that email tracking is not fully developed, making it hard to find communication logs within the CRM.
  • Users feel that expertise required for NinjaPipe limits accessibility for those less familiar with technical details.

What Are Recent G2 Reviews of NinjaPipe?

Goals.com

Goals.com is a simple, easy solution for sales performance management, field service management and managing team production. Built upon the premise that busy sales leaders and busy sales teams need a quick, accurate picture of the essential metrics and tools to help drive more sales, Goals.com provides intuitive software that integrates the key information to make the sales process more efficient for any team in both B2B and B2C focused industries. From the dynamic user dashboard which highlights individual progress over the course of a month, quarter and year for sales representatives to sweeping highlights of the entire team for sales leaders and managers, Goals.com provides the essentials for any business to thrive without the clutter and confusion of other platforms. Additional features include sales contest generation, highlights and a customer success team dedicated to being a partner and guide for your account for its entire life. Goals.com has everything a small, medium or large business needs to analyze performance, promote development and ultimately drive more sales.

Average Rating: 4.9/5.0

Total Reviews: 26

How Do G2 Users Rate Goals.com?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Goals.com?

  • Seller: Goals.com
  • Year Founded: 2023
  • HQ Location: Minneapolis, MN
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Consumer Services
  • Company Size: 100% Small

What Do G2 Reviewers Say About Goals.com?

AI-generated summary from verified user reviews

Pros
  • Users find Goals.com to be an easy-to-adopt platform, facilitating a smooth transition into their roles.
  • Users find Goals.com to be easy to adopt, allowing for a smooth transition into their roles.
  • Users find Goals.com to be easy to adopt, facilitating a smooth transition and quick acclimatization to new roles.
  • Users find the easy access of Goals.com helps them quickly adapt to their roles and systems.
Cons
  • Users express concern over redundancy in notifications, finding email alerts unnecessary when the portal is consistently open.
  • Users find the redundancy in notifications excessive, as they prefer less email clutter when using the portal.

What Are Recent G2 Reviews of Goals.com?

Propeller CRM

Propeller is a CRM that sales people actually want to use. We built Propeller CRM to help sales and marketing teams with the day-to-day work of selling inside Gmail and with Google Apps, helping to to dramatically reduce the need to track their activity manually and in separate systems. Propeller CRM provides all the power to manage your sales pipeline and forecast revenue. You can get a view of the detailed activities your team is doing, so you can see activity levels, what messaging is working, and which opportunities need attention.

Average Rating: 4.5/5.0

Total Reviews: 17

How Do G2 Users Rate Propeller CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Propeller CRM?

Who Uses This Product?

  • Company Size: 76% Small, 18% Medium

What Are Recent G2 Reviews of Propeller CRM?

What Are G2 Users Discussing About Propeller CRM?

Insightly CRM

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: 931

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How Do G2 Users Rate Insightly CRM?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Insightly CRM?

  • Seller: Unbounce
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Vancouver
  • LinkedIn® Page: www.linkedin.com
    124 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 appreciate the ease of use of Insightly CRM, streamlining workflows and enhancing overall productivity.
  • Users appreciate the easy customization of Insightly CRM, enabling tailored views that enhance efficiency and client communication.
  • Users appreciate the customizability of Insightly CRM, enhancing efficiency and clarity in client communication and project management.
  • Users value the customization options in Insightly CRM, enhancing efficiency and facilitating effective client communication.
  • Users value the intuitive interface and powerful features of Insightly CRM, enhancing project management and organization.
Cons
  • Users find the learning curve steep for automation and setup, complicating initial experiences with Insightly CRM.
  • Users find limited customization options in Insightly CRM, making it challenging to meet specific business needs.
  • Users find that Insightly has limited features, particularly advanced automation and reporting restricted to higher-tier plans.
  • Users face challenges with incomplete information, requiring manual updates and lacking easy data export options.
  • Users find Insightly CRM to be time-consuming due to its complex setup and navigation of features.

What Are Recent G2 Reviews of Insightly CRM?

Ohanafy

Ohanafy is the AI-powered operating system for the beverage industry. Powered by Salesforce and built specifically for suppliers and wholesalers, Ohanafy combines modern usability with advanced intelligence to simplify operations, streamline decisions, and unlock growth, helping beverage companies work smarter today and lead with confidence tomorrow. Why beverage companies make the switch The industry runs on legacy systems that haven't meaningfully changed in decades, or a stack of tools stitched together that don't speak to each other. The cost shows up everywhere. Data gets re-entered by hand, reports get rebuilt from exports, inventory counts nobody fully trusts, and decisions wait on someone to pull a file. Teams end up managing their software instead of their business. One platform, one source of truth Ohanafy brings the entire operation onto a single platform and a single data model. Everything works from the same live information, so the order placed in the field, the inventory it draws down, the invoice it generates, and the dashboard it lands in are the same record. Nothing to reconcile between systems, and no overnight sync standing between you and knowing where you stand. AI built into the work, not bolted on Predictive and agentic AI forecast demand, surface the next best action, flag the accounts and inventory that need attention, and handle routine work that used to take hours every week. It isn't a separate module your team has to remember to open. The intelligence shows up inside the workflow they're already in, which is the only place it actually gets used. What changes Lower operating costs. Less inventory waste. The right products in the right accounts. A clearer read on where the next dollar of growth is coming from, and enough confidence in the numbers to act on them without a second look. Built on Salesforce, not just integrated with it Ohanafy is native to Salesforce, so it inherits enterprise grade security, reliability, and a platform your admins already know how to manage. It extends the investment you've already made rather than adding another system to maintain alongside it. A true partner, not just a vendor Our customers are experts in beverage. We're experts in technology. Implementation, training, and enablement are built around how your team actually works. We bring a team that stays alongside long after go-live, and a roadmap built with customers rather than at them. What you get isn't a vendor relationship. It's a strategic partnership with a team invested in what you're building.

Average Rating: 4.9/5.0

Total Reviews: 61

How Do G2 Users Rate Ohanafy?

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

Who Is the Company Behind Ohanafy?

  • Seller: Ohanafy
  • Company Website:
  • Year Founded: 2022
  • HQ Location: Wilmington, NC
  • LinkedIn® Page: www.linkedin.com
    29 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Food & Beverages
  • Company Size: 85% Small, 13% Medium

What Do G2 Reviewers Say About Ohanafy?

AI-generated summary from verified user reviews

Pros
  • Users praise Ohanafy for its exceptional customer support, highlighting responsiveness and personalized assistance that exceeds expectations.
  • Users highlight the outstanding customer support of Ohanafy, noting its responsiveness and personal touch from real local experts.
  • Users praise Ohanafy for its real-time data accuracy, ensuring they always work with the most current information.
  • Users value the flexibility and customization options in Ohanafy, enabling tailored tracking for their specific business needs.
  • Users value the real-time data accuracy of Ohanafy, ensuring access to the most current information without delays.
Cons
  • Users suggest that incorporating integrated accounting features into Ohanafy would enhance its overall functionality and usability.
  • Users note the inadequate financial management feature of Ohanafy, wishing for integrated accounting software for efficiency.
  • Users feel the need for greater customization options in Ohanafy to fully optimize its functionality and integration.
  • Users seek missing accounting features in Ohanafy, wishing for integration to enhance functionality and streamline operations.

What Are Recent G2 Reviews of Ohanafy?

Wortal CRM

Wortal CRM is a comprehensive cloud-based customer relationship management solution designed to streamline sales processes and enhance customer interactions. It offers a suite of tools that assist businesses in managing leads, tracking opportunities, and automating sales activities, thereby improving efficiency and driving growth. Key Features and Functionality: - Lead Management: Capture leads from various integrated platforms and assign them to relevant team members either manually or automatically. Receive notifications for new leads and set reminders for follow-ups to ensure timely engagement. - Opportunity Tracking: Monitor the progress of potential deals through customizable sales stages, allowing for a clear view of the sales pipeline and facilitating informed decision-making. - Sales Communication History: Maintain a comprehensive record of all interactions with clients, including calls, emails, and meetings, ensuring that all team members have access to up-to-date information. - Centralized Contact Management: Store and manage all customer information in a single, organized database, making it easy to access and update client details as needed. - Quotation Automation: Generate and send quotes directly from the CRM, streamlining the sales process and reducing manual tasks. - Calling App Integration: Utilize the built-in calling application to make and receive calls directly from the CRM, with automatic logging of call details for future reference. - WhatsApp Marketing: Engage with clients through WhatsApp, leveraging the platform for marketing campaigns and customer communication. - Reporting: Access real-time analytics and performance tracking to gain insights into sales activities, helping to identify trends and areas for improvement. Primary Value and Solutions Provided: Wortal CRM simplifies and automates the sales management process, enabling businesses to efficiently handle lead acquisition, allocation, monitoring, and pursuit. By centralizing customer data and sales activities, it enhances collaboration among team members and ensures that no opportunity is overlooked. The integration of communication tools and automation features reduces manual workload, allowing sales teams to focus on building relationships and closing deals. Ultimately, Wortal CRM empowers businesses to optimize their sales processes, make data-driven decisions, and achieve scalable growth.

Average Rating: 4.2/5.0

Total Reviews: 29

How Do G2 Users Rate Wortal CRM?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 6.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Wortal CRM?

Who Uses This Product?

  • Company Size: 47% Small, 7% Medium

What Do G2 Reviewers Say About Wortal CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the easy setup of Wortal CRM, making lead management simple and efficient from the start.
  • Users appreciate the ease of use in lead management of Wortal CRM, enhancing productivity and efficiency.
  • Users find Wortal CRM's ease of use invaluable for managing leads and tracking sales efficiently.
  • Users appreciate the easy tracking features of Wortal CRM, enhancing lead management and improving call quality efficiently.
  • Users value the efficiency of Wortal CRM, enhancing lead management and streamlining multi-platform integration effortlessly.
Cons
  • Users are disappointed with the missing features in Wortal CRM, particularly automation and custom quotation options.
  • Users feel the custom quotation and notification features require improvement for better organization and accessibility.
  • Users find the limited customization options frustrating, particularly for the standard quotation format and branding flexibility.
  • Users are frustrated by call issues as Wortal CRM lacks direct recording summary access for iOS devices.
  • Users experience connectivity issues in certain regions due to server latency, impacting their overall experience with Wortal CRM.

What Are Recent G2 Reviews of Wortal CRM?

SalezShark

SalezShark is the next generation platform that fuels sales and marketing efforts of businesses. Its ‘Relationship Cloud’ makes it stand apart from the crowded traditional CRM market that just offers the automation of sales processes operationally, leaving sales guys to lay much efforts entering data and feeding information. SalezShark’ s Relationship Cloud feeds an intelligent mesh of relationship network to make connections with prospects easier and faster; know their personality traits, so that they are equipped with customer intelligence to do better prospecting and nurture relationships with clients. SalezShark, creates a compelling factor for sales people and gives them a reason to love CRM platform.

Average Rating: 4.4/5.0

Total Reviews: 36

How Do G2 Users Rate SalezShark?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.7/10 (Category avg: 8.7/10)

Who Is the Company Behind SalezShark?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 49% Medium, 43% Small

What Do G2 Reviewers Say About SalezShark?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SalezShark, enabling quick navigation and efficient automated processes for sales.
  • Users appreciate the user-friendly interface of SalezShark, making it easy to navigate and start selling quickly.
  • Users praise the user-friendly interface of SalezShark, making it easy to start selling quickly.
  • Users appreciate the easy setup of SalezShark, allowing for quick and smooth onboarding into the CRM system.
  • Users value the simplicity of SalezShark, appreciating its user-friendly design and streamlined functionality.
Cons
  • Users feel that the pricing of SalezShark is expensive and suggest it could be more affordable for better value.
  • Users feel that SalezShark has limited customization options, making navigation and reporting less user-friendly than desired.
  • Users find the user interface cluttered and not intuitive, making navigation through features somewhat overwhelming.
  • Users find SalezShark to be not user-friendly, describing its interface as cluttered and navigation overwhelming.
  • Users find the interface overwhelming, making navigation difficult and reducing overall usability despite great features.

What Are Recent G2 Reviews of SalezShark?

What Are G2 Users Discussing About SalezShark?

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

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

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

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

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

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

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

FAQs About CRM Software for Small-Business Businesses

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

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

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

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

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

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

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

Read Review

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

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

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

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Recommendations To Others Problems Solved & Benefits

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

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

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

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

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Salesforce Sales Cloud: “Nope”

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monday CRM: “Organization! Super helpful.”

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