# Best CRM Software for Small Business - Page 7 ## 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=128650&focus%5B%5D=1174041&focus%5B%5D=1934&focus%5B%5D=3296&focus%5B%5D=576) Highlighted products: HubSpot Sales Hub, Agentforce Sales (formerly Salesforce Sales Cloud), Pipedrive, Bigin by Zoho CRM, monday 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=bigin-by-zoho-crm&focus%5B%5D=monday-crm&focus%5B%5D=activecampaign&focus%5B%5D=close&focus%5B%5D=zoho-crm&segment=small-business) **Sponsored** ### Marmind Marmind is a sophisticated Marketing Resource Management (MRM) platform designed to assist organizations in streamlining their marketing processes and maximizing return on investment (ROI). By integrating planning, budgeting, and performance tracking into a single, cohesive platform, Marmind empowers global brands to manage their marketing resources effectively. This solution is particularly beneficial for large enterprises that require a comprehensive overview of their marketing activities to ensure alignment with strategic goals. The target audience for Marmind includes marketing teams and decision-makers within large corporations, particularly those in industries such as automotive, aviation, and retail. Companies like Mercedes-Benz, Lufthansa Group, and Otto Group have adopted Marmind to enhance their marketing efficiency. These organizations often face complex marketing operations that involve multiple stakeholders, diverse budgets, and extensive campaigns. Marmind addresses these challenges by providing a centralized platform where users can collaborate, share insights, and make data-driven decisions. Key features of Marmind include advanced budgeting tools, real-time performance analytics, and customizable dashboards. These functionalities allow users to create detailed marketing plans, allocate resources effectively, and monitor the success of their campaigns in real-time. The platform’s ability to consolidate various marketing metrics into one interface enables teams to identify trends, assess the effectiveness of their strategies, and make informed adjustments as needed. This level of visibility not only enhances operational efficiency but also fosters accountability within marketing teams. Moreover, Marmind stands out in the MRM category by offering robust integration capabilities with other marketing technologies and tools. This ensures that organizations can seamlessly connect their existing systems, whether they are using CRM, analytics, or content management solutions. By facilitating this integration, Marmind helps eliminate data silos, allowing for a more holistic view of marketing performance across different channels and campaigns. In essence, Marmind is not just a tool for managing marketing resources; it is a strategic partner for organizations looking to optimize their marketing efforts. By providing a comprehensive solution that combines planning, budgeting, and analytics, Marmind enables brands to achieve greater efficiency, enhance collaboration, and ultimately drive better marketing outcomes. [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=2026-08-01T10%3A41%3A56Z&secure%5Bdisplayable_resource_id%5D=7&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=82023&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=82023&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%3D7&secure%5Btoken%5D=74a19184fc5fe97bf318728272299948bf5aa2d13e54c6893b86af889814de9f&secure%5Burl%5D=https%3A%2F%2Fwww.marmind.com%2Fmarmind-demo%3Futm_source%3Dg2%26utm_medium%3Dg2-clicks%26utm_campaign%3Dalways-on%26utm_term%3Dmrm&secure%5Burl_type%5D=custom_url) ### [Orgzit](https://www.g2.com/products/orgzit-orgzit/reviews) Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application. **Average Rating:** 4.8/5.0 **Total Reviews:** 43 #### How Do G2 Users Rate Orgzit? - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Orgzit? - **Seller:** [Orgzit](https://www.g2.com/sellers/orgzit) - **Year Founded:** 2016 - **HQ Location:** San Jose, California - **Twitter:** @Orgzit 218 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=22a3bb6c67924ae5584eb81873c6e1628ca44e653800c7f6dbf723a1081c5775&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13200297%2F&secure%5Burl_type%5D=linkedin_company_website) 17 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Logistics and Supply Chain, Financial Services - **Company Size:** 57% Medium, 32% Small #### What Do G2 Reviewers Say About Orgzit? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Orgzit, appreciating its flexibility and intuitive dashboard for daily task management. - Users appreciate Orgzit's **flexibility and configurability** , enabling customized solutions for diverse business needs without coding. - Users value Orgzit's **comprehensive features** , enhancing collaboration and streamlining business processes effectively. - Users appreciate the **flexibility** of Orgzit, allowing easy customization to meet specific business needs without coding. - Users value the **streamlined collaboration** and accessibility of Orgzit, enhancing efficiency across business processes and teams. ##### Cons - Users note occasional **connectivity issues** with Orgzit, particularly when integrating with traditional databases like SQL. - Users find the **user interface challenging** , indicating that design improvements could enhance overall usability. - Users note some **display issues** with Orgzit, particularly in the user interface, suggesting room for improvement. - Users feel there's **incomplete information** , especially regarding client report creation, affecting overall usability. - Users note **integration issues** with conventional databases like SQL, affecting seamless connectivity and functionality. #### What Are Recent G2 Reviews of Orgzit? **["Orgzit provided senocare with a tailor-made CRM for our healthcare services"](https://www.g2.com/survey_responses/orgzit-review-8618328)** **Rating:** 4.5/5.0 stars _— Shakti S._ [Read full review](https://www.g2.com/survey_responses/orgzit-review-8618328) **["Connecting and searching files made easy for enhanced productivity"](https://www.g2.com/survey_responses/orgzit-review-8641340)** **Rating:** 5.0/5.0 stars _— Naveen K._ [Read full review](https://www.g2.com/survey_responses/orgzit-review-8641340) #### What Are G2 Users Discussing About Orgzit? - [What is Orgzit used for?](https://www.g2.com/discussions/what-is-orgzit-used-for) ### [Formaloo](https://www.g2.com/products/formaloo/reviews) 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 #### How Do G2 Users Rate Formaloo? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) #### Who Is the Company Behind Formaloo? - **Seller:** [Formaloo](https://www.g2.com/sellers/formaloo) - **Year Founded:** 2020 - **HQ Location:** Toronto, CA - **Twitter:** @formaloo 670 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e720b9d8db825fafe1d77f84e76a27c5c8f8d934f18658339b7a32ef781f021c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fformaloohq%2F&secure%5Burl_type%5D=linkedin_company_website) 15 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Director, Founder - **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 find Formaloo to be **extremely user-friendly** , effortlessly streamlining form creation and data collection processes. - Users value the **high flexibility** of Formaloo, enabling quick customization and a powerful, user-friendly experience. - Users appreciate the **design flexibility** of Formaloo, allowing for tailored forms that align with their brand identity. - Users find Formaloo's **easy setup** and intuitive interface make it a valuable tool for everyday work. - Users appreciate the **ease of use** and versatility of Formaloo, making complex form creation straightforward and effective. ##### Cons - Users often feel the need for **missing features** , such as a native MCP and improved UI for complex tasks. - Users often face **layout issues** that hinder workflow, especially with a crowded UI and limited element movement. - Users find the **learning curve challenging** with complex logic functions and a crowded UI in Formaloo. - Users find the **template management cumbersome** , especially with limited customization and navigation issues that hinder usability. - Users often struggle with the **crowded dashboard and limited precision** in the logic builder, complicating their workflow. #### What Are Recent G2 Reviews of Formaloo? **["Simple, Practical, and Organized Platform for Wellness Forms, Surveys, and Feedback Collection"](https://www.g2.com/survey_responses/formaloo-review-12854720)** **Rating:** 5.0/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/survey_responses/formaloo-review-12854720) **["Formaloo: Effortless Drag-and-Drop Form Builder with Flexible Workflows"](https://www.g2.com/survey_responses/formaloo-review-13052636)** **Rating:** 5.0/5.0 stars _— Muzammil M._ [Read full review](https://www.g2.com/survey_responses/formaloo-review-13052636) #### What Are G2 Users Discussing About Formaloo? - [What is Formaloo used for?](https://www.g2.com/discussions/what-is-formaloo-used-for) - 1 comment, 2 upvotes ### [C2CRM](https://www.g2.com/products/c2crm/reviews) Clear C2 is a 30-year-old, privately-owned CRM software development company, based in Dallas, TX. Our CRM solution, C2CRM, is robust yet easy to use. Built for companies of all industries and sizes (10-user minimum). A customizable enterprise CRM that will drive sales, manage customer relationships, and automate marketing while streamlining internal processes. Affordable, flexible pricing, and feature-rich. **Average Rating:** 4.6/5.0 **Total Reviews:** 73 #### How Do G2 Users Rate C2CRM? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind C2CRM? - **Seller:** [Clear C2, Inc.](https://www.g2.com/sellers/clear-c2-inc) - **Year Founded:** 1993 - **HQ Location:** Coppell, TX - **Twitter:** @C2CRM 699 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93dc101025048330eab47536eecda89def37235e0aa21c461a4389394f394f0d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F141936%2F&secure%5Burl_type%5D=linkedin_company_website) 31 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Telecommunications, Hospital & Health Care - **Company Size:** 62% Medium, 27% Small #### What Do G2 Reviewers Say About C2CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **customizability** of C2CRM, which allows seamless adaptation to diverse business processes. - Users find C2CRM's **ease of use** exceptional, simplifying data management and enhancing overall operational efficiency. - Users commend the **easy customization** of C2CRM, tailoring the system effectively to align with their business needs. - Users value the **responsive customer support** of C2CRM, enhancing their experience with tailored, effective assistance. - Users value the **customization options** in C2CRM, enabling tailored solutions that enhance business processes and productivity. ##### Cons - Users find the **learning curve steep** for C2CRM, making it difficult for beginners to use effectively. - Users feel that C2CRM has **feature issues** due to an outdated interface and limited customization options. - Users find C2CRM **not intuitive** , with a challenging interface that complicates usage, especially for beginners. - Users find C2CRM to be **not user-friendly** , requiring manual work and presenting challenges for beginners. - Users find the **customer support lacking** , noting it could be significantly improved for better assistance. #### What Are Recent G2 Reviews of C2CRM? **["Streamlined Recruitment with Easy Tracking"](https://www.g2.com/survey_responses/c2crm-review-12885531)** **Rating:** 5.0/5.0 stars _— Khushbu B._ [Read full review](https://www.g2.com/survey_responses/c2crm-review-12885531) **["Customizable CRM with Strong Integration but Needs UI Improvements"](https://www.g2.com/survey_responses/c2crm-review-12568995)** **Rating:** 4.5/5.0 stars _— Lalit K._ [Read full review](https://www.g2.com/survey_responses/c2crm-review-12568995) #### What Are G2 Users Discussing About C2CRM? - [What is C2CRM used for?](https://www.g2.com/discussions/what-is-c2crm-used-for) - 1 comment ### [Workbooks](https://www.g2.com/products/workbooks/reviews) Workbooks is a cloud-based Customer Relationship Management (CRM) solution designed specifically for midmarket firms seeking to streamline their business processes and enhance customer engagement. This comprehensive platform integrates various aspects of business operations, allowing organizations to manage their sales, marketing, and customer service functions from a single interface. By combining advanced software capabilities with exceptional consultancy, implementation, and support services, Workbooks aims to deliver a seamless experience for its users. Targeted at midmarket companies, Workbooks addresses the unique challenges these organizations face, such as resource constraints and the need for scalable solutions. The platform is particularly beneficial for businesses looking to improve their customer relationships and operational efficiency without the complexities often associated with larger CRM systems. Workbooks is designed to cater to a diverse range of industries, making it a versatile choice for firms that require a tailored approach to CRM. One of the standout features of Workbooks is its co-funded implementation model, which significantly reduces the cost and risk associated with CRM projects. This approach not only makes the software more accessible but also ensures that businesses receive the necessary support during the setup process. By working closely with clients, Workbooks delivers a customized CRM solution that aligns with specific business needs, all while maintaining an off-the-shelf price point. This unique offering allows organizations to benefit from a tailored system without the financial burden typically associated with bespoke software development. In addition to its cost-effective implementation, Workbooks provides a range of key features that enhance its functionality. Users can expect robust tools for sales automation, marketing campaign management, customer service tracking, project and task management, and sales order processing. The platform also includes advanced reporting and analytics capabilities, enabling businesses to gain valuable insights into their operations and customer interactions. This data-driven approach empowers organizations to make informed decisions and optimize their strategies for better outcomes. The Workbooks platform is powered by AI agents which can be automated via workflows to boost productivity and help drive greater revenue growth. Overall, Workbooks stands out in the CRM landscape by offering a comprehensive solution that combines powerful software with dedicated support services. Its focus on midmarket firms, cost-effective implementation, and customizable features makes it an attractive option for businesses looking to enhance their customer relationship management efforts. By integrating various business functions into a single platform, Workbooks helps organizations improve efficiency, reduce operational risks, and ultimately drive growth. **Average Rating:** 4.3/5.0 **Total Reviews:** 534 #### How Do G2 Users Rate Workbooks? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Workbooks? - **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks) - **Year Founded:** 2009 - **HQ Location:** Reading, Berkshire - **Twitter:** @Workbooks 2,702 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d79783bcf88166402cb5cea759d7a4f8bf066bc96806c6d2280bdda33f6abd0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F225937%2F&secure%5Burl_type%5D=linkedin_company_website) 65 employees on LinkedIn® - **Phone:** +44 (0) 118 3030 100 #### Who Uses This Product? - **Who Uses This:** Managing Director, Director - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 60% Small, 33% Medium #### What Do G2 Reviewers Say About Workbooks? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients. - Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency. - Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance. - Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs. - Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making. ##### Cons - Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features. - Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility. - Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency. - Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks. - Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently. #### What Are Recent G2 Reviews of Workbooks? **["CRM, projects, marketing, and reporting all in one flow"](https://www.g2.com/survey_responses/workbooks-review-12403469)** **Rating:** 5.0/5.0 stars _— Kumail R._ [Read full review](https://www.g2.com/survey_responses/workbooks-review-12403469) **["All-in-One CRM with Room for Modernization"](https://www.g2.com/survey_responses/workbooks-review-12444760)** **Rating:** 4.0/5.0 stars _— Tordsen A._ [Read full review](https://www.g2.com/survey_responses/workbooks-review-12444760) #### What Are G2 Users Discussing About Workbooks? - [What is Workbooks used for?](https://www.g2.com/discussions/what-is-workbooks-used-for) - 1 comment ### [Goals.com](https://www.g2.com/products/goals-com/reviews) 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: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Goals.com? - **Seller:** [Goals.com](https://www.g2.com/sellers/goals-com) - **Year Founded:** 2023 - **HQ Location:** Minneapolis, MN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea45488f146fe26a8d12e35941258adc4efd7c1f9eb51bf67863657f4821b06b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgoals-com%2F&secure%5Burl_type%5D=linkedin_company_website) 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 **easy to adopt** , facilitating a smooth transition into their roles and responsibilities. - Users find Goals.com to be an **easy-to-learn platform** , making adoption seamless even for newcomers. - Users find Goals.com to be **easy to adopt** , making it seamless for new users to integrate quickly. - Users find the **easy access** of Goals.com beneficial for quickly adapting to new roles and systems. ##### Cons - Users face **redundancy in notifications** , receiving multiple alerts that may not be necessary for those frequently using the portal. - Users experience **redundancy in notifications** , finding email alerts unnecessary when the portal is already open. #### What Are Recent G2 Reviews of Goals.com? **["Tremendous utility"](https://www.g2.com/survey_responses/goals-com-review-10397714)** **Rating:** 4.5/5.0 stars _— Lucas G._ [Read full review](https://www.g2.com/survey_responses/goals-com-review-10397714) **["Goals.com nails it"](https://www.g2.com/survey_responses/goals-com-review-10025411)** **Rating:** 4.5/5.0 stars _— Bryce T._ [Read full review](https://www.g2.com/survey_responses/goals-com-review-10025411) ### [InStream Group](https://www.g2.com/products/instream-group/reviews) InStream is the relation management platform. CRM alternative for customer-focused companies. InStream supports small and medium size business in collecting information about customers, managing communication and in building strong business relations. Simple but flexible tool which can be integrated with any mailbox, social media and business management tool. **Average Rating:** 4.2/5.0 **Total Reviews:** 121 #### How Do G2 Users Rate InStream Group? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind InStream Group? - **Seller:** [InStream](https://www.g2.com/sellers/instream) - **Year Founded:** 2015 - **HQ Location:** Poznan, Poland - **Twitter:** @InStream\_io 845 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d8bc083f8642b5fe0ae423b51cf2dc52fadcb037aee423cfcf5fd99f9f30eff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9337654%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Retail - **Company Size:** 45% Small, 31% Large #### What Do G2 Reviewers Say About InStream Group? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of InStream Group, finding it simple to set up and enjoy. - Users find the **easy setup** of InStream incredibly convenient, enhancing their overall streaming experience. - Users value the **lead management** capabilities of InStream Group, streamlining sales processes and facilitating deal closures. - Users value the **simplicity** of InStream Group, finding it easy to navigate and use effectively. - Users value how InStream Group's **task management features** streamline sales processes, simplifying lead management and deal closure. ##### Cons - Users experience **integration issues** with InStream Group, affecting compatibility with existing workflows and causing technical problems. - Users experience **performance issues** with lagging and time wasted on ads when trying to change topics. - Users often face **slow loading times** that hinder their experience and disrupt their workflow with InStream Group. #### What Are Recent G2 Reviews of InStream Group? **["Clean, Flexible Interface That Makes Structuring Contacts, Companies, and Deals Easy"](https://www.g2.com/survey_responses/instream-group-review-12441252)** **Rating:** 4.0/5.0 stars _— Verified User in Oil & Energy_ [Read full review](https://www.g2.com/survey_responses/instream-group-review-12441252) **["Perfect for Canadian Compliance, Needs Industry-Specific Enhancements"](https://www.g2.com/survey_responses/instream-group-review-12912004)** **Rating:** 4.5/5.0 stars _— Hisham K._ [Read full review](https://www.g2.com/survey_responses/instream-group-review-12912004) #### What Are G2 Users Discussing About InStream Group? - [What is InStream used for?](https://www.g2.com/discussions/what-is-instream-used-for) - 1 comment ### [SalezShark](https://www.g2.com/products/salezshark/reviews) 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:** 37 #### How Do G2 Users Rate SalezShark? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind SalezShark? - **Seller:** [SalezShark](https://www.g2.com/sellers/salezshark) - **Year Founded:** 2014 - **HQ Location:** Great Falls, US - **Twitter:** @SalezShark 1,462 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=95f90bb7d0037cbaf846de86fa4f8d49a6e6926dea35085de6adb45cec2a3e7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4798552%2F&secure%5Burl_type%5D=linkedin_company_website) 18 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 47% Medium, 42% Small #### What Do G2 Reviewers Say About SalezShark? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of SalezShark, which streamlines processes and enhances productivity significantly. - Users find the **easy setup** of SalezShark smooth and straightforward, making it quick to start using effectively. - Users appreciate the **user-friendly interface** of SalezShark, allowing quick setup and automation to save time. - Users appreciate the **user-friendly interface** of SalezShark, allowing for quick setup and efficient selling. - Users commend SalezShark for its **affordable pricing** , making it a great option for budget-conscious businesses. ##### Cons - Users find the **pricing of SalezShark expensive** and suggest it should be more affordable for better value. - Users feel the **limited customization** options in SalezShark make the user interface less intuitive and overwhelming. - Users find the **user interface not intuitive** , feeling overwhelmed by its clutter and difficulty in navigation. - Users find SalezShark's interface **not user-friendly** , describing it as cluttered and overwhelming during navigation. - Users find the **user interface overwhelming** , making navigation through features less intuitive and more cumbersome. #### What Are Recent G2 Reviews of SalezShark? **["Salezshark Centralizes Communication with Powerful Automation and Reporting"](https://www.g2.com/survey_responses/salezshark-review-12452895)** **Rating:** 4.0/5.0 stars _— Verified User in Oil & Energy_ [Read full review](https://www.g2.com/survey_responses/salezshark-review-12452895) **["Clear, Simple Sales Dashboard with a Well-Structured Pipeline View"](https://www.g2.com/survey_responses/salezshark-review-12644073)** **Rating:** 4.0/5.0 stars _— Luis (Tito) U._ [Read full review](https://www.g2.com/survey_responses/salezshark-review-12644073) #### What Are G2 Users Discussing About SalezShark? - [What is SalezShark used for?](https://www.g2.com/discussions/what-is-salezshark-used-for) ### [Propeller CRM](https://www.g2.com/products/propeller-crm/reviews) 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: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Propeller CRM? - **Seller:** [Propeller CRM](https://www.g2.com/sellers/propeller-crm) - **Year Founded:** 2014 - **HQ Location:** San Francisco, CA - **Twitter:** @propellercrm 196 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6dbddd8152f9b1bdffc2eb701f375050a8e7fb9bbaa2641fecdba7ec707cedf7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5440121%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 76% Small, 18% Medium #### What Are Recent G2 Reviews of Propeller CRM? **["Best CRM Software for all your needs"](https://www.g2.com/survey_responses/propeller-crm-review-8025811)** **Rating:** 5.0/5.0 stars _— Yash K._ [Read full review](https://www.g2.com/survey_responses/propeller-crm-review-8025811) **["Better than any other CRM in the market"](https://www.g2.com/survey_responses/propeller-crm-review-8288689)** **Rating:** 4.0/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/propeller-crm-review-8288689) #### What Are G2 Users Discussing About Propeller CRM? - [What is Propeller CRM used for?](https://www.g2.com/discussions/what-is-propeller-crm-used-for) ### [HappSales](https://www.g2.com/products/happsales/reviews) HappSales is an AI CRM & Revenue Platform for B2B companies. It distinguishes itself from transactional CRMs through - 1. One-of-its-kind integrated platform for end-to-end revenue operations - Key Account Management, Lead Management, Sales, Service, Receivables, Field operations, Workflows, & more. This eliminates revenue leakages and enhances performance. 2. Includes Army of AI Agents for AI-powered automation, insights & nudges, and other diverse use-cases 3. Mobile-First + Voice-enabled AI Copilot – modern & intuitive app that is ease to use for high adoption 4. Embedded best-practices & metrics that removes the need to engage expensive consultants 5. Rapid deployment with massive time & effort savings - with lowest Total-Cost-of-Ownership **Average Rating:** 4.9/5.0 **Total Reviews:** 38 #### How Do G2 Users Rate HappSales? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind HappSales? - **Seller:** [HappSales](https://www.g2.com/sellers/happsales) - **Year Founded:** 2018 - **HQ Location:** Bangalore, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=887a520c399bcb127433d3332f673508dfc544fe0be391346d003b2de5c35a53&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhappsales%2F&secure%5Burl_type%5D=linkedin_company_website) 15 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 60% Small, 38% Medium #### What Do G2 Reviewers Say About HappSales? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of HappSales, enjoying its intuitive interface and efficient workflow integration. - Users appreciate the **user-friendly interface** of HappSales, making their work easy and efficient. - Users value the **excellent customer support** from HappSales, appreciating quick responses and helpful assistance. - Users find HappSales CRM to be **convenient for managing customer data** , enhancing communication and boosting sales. - Users find HappSales CRM **very convenient for managing customer data** , enhancing accessibility and improving communication. ##### Cons - Users note a **steep learning curve** but acknowledge it enhances team efficiency over time. - Users often face **reporting issues** with HappSales, leading to difficulties in downloading and using reports effectively. - Users find that the **setup difficulties** are worth it, leading to improved workflow efficiency and accuracy. - Users note that the **initial cost is high** , but it may provide long-term value over time. - Users face challenges with **incomplete information** when trying to download the aggregate report, limiting their usability. #### What Are Recent G2 Reviews of HappSales? **["Happsales CRM Makes Customer Data Management and Follow-Ups Effortless"](https://www.g2.com/survey_responses/happsales-review-12393731)** **Rating:** 5.0/5.0 stars _— Shalini C._ [Read full review](https://www.g2.com/survey_responses/happsales-review-12393731) **["Happ sales review"](https://www.g2.com/survey_responses/happsales-review-10840486)** **Rating:** 5.0/5.0 stars _— Arvind S._ [Read full review](https://www.g2.com/survey_responses/happsales-review-10840486) #### What Are G2 Users Discussing About HappSales? - [What is HappSales used for?](https://www.g2.com/discussions/what-is-happsales-used-for) - 1 comment ### [NinjaPipe](https://www.g2.com/products/ninjapipe/reviews) - 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:** 15 #### How Do G2 Users Rate NinjaPipe? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind NinjaPipe? - **Seller:** [NinjaPipe](https://www.g2.com/sellers/ninjapipe) - **Company Website:** www.ninjapipe.com - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 93% Small, 7% Medium #### What Do G2 Reviewers Say About NinjaPipe? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **responsive customer support** of NinjaPipe, ensuring assistance is always available for inquiries. - Users value the **extensive customization options** of NinjaPipe, perfectly adapting to their unique business needs. - Users commend the **easy-to-use interface** of NinjaPipe, significantly reducing training time for new users. - Users value the **seamless integration** of NinjaPipe with existing workflows, enhancing overall productivity and efficiency. - Users find NinjaPipe to be an **affordable solution** with versatile CRM and sales automation tools for all businesses. ##### Cons - Users find the **email tracking and details accessibility lacking** in NinjaPipe, complicating their user experience. - Users find **difficult navigation** in NinjaPipe, needing to explore for specific details like communication logs. - Users find the **email tracking inadequate** and wish for improved visibility of communication logs within the CRM. - Users find the **email tracking features lacking** , needing better integration with communication logs in the CRM. - Users find the **expertise required** for NinjaPipe's API capabilities a challenge due to limited customization options. #### What Are Recent G2 Reviews of NinjaPipe? **["The best CRM for any business with a diverse and wide range of needs!"](https://www.g2.com/survey_responses/ninjapipe-review-13173052)** **Rating:** 5.0/5.0 stars _— Twyla E._ [Read full review](https://www.g2.com/survey_responses/ninjapipe-review-13173052) **["Solid CRM partner for launching a national real estate franchise operation in the Philippines"](https://www.g2.com/survey_responses/ninjapipe-review-13173136)** **Rating:** 5.0/5.0 stars _— Robb S._ [Read full review](https://www.g2.com/survey_responses/ninjapipe-review-13173136) ### [Friday CRM](https://www.g2.com/products/friday-crm/reviews) With Friday's easy-to-use interface, you can organize all your contacts, deals, and tasks in one place. Seamlessly integrate with Gmail to sync email and calendar. Capture emails, calls, meetings, and deal statuses automatically. Friday CRM makes software simple for small teams. Key Features: 100% free for up to 100 users Contact management Deal pipeline tracking Task organization Gmail integration Calendar sync Call logging Team collaboration Take control of your customer relationships in minutes. Sign up for Friday's free CRM today! **Average Rating:** 4.4/5.0 **Total Reviews:** 86 #### How Do G2 Users Rate Friday CRM? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind Friday CRM? - **Seller:** [Friday CRM](https://www.g2.com/sellers/friday-crm) - **HQ Location:** Hollywood, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fc2787676f8905c960cf0fe91381c9eb4468aa8c63821a00df833d03390fdfe8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffridaycrm%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Non-Profit Organization Management, Construction - **Company Size:** 97% Small, 3% Medium #### What Do G2 Reviewers Say About Friday CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Friday CRM, finding it simple and quick to learn for record keeping. - Users appreciate the **thorough features** of Friday CRM, allowing for customization and seamless integration with other tools. - Users appreciate the **user-friendly interface** of Friday CRM, making information retrieval and record keeping effortless. - Users appreciate the **easy setup** of Friday CRM, finding it simple to implement and customize for their needs. - Users appreciate the **seamless email integration** with Gmail, enhancing their CRM experience with customization and ease of use. ##### Cons - Users note the **missing features** in Friday CRM, particularly lacking project management and built-in marketing tools. - Users face **integration issues** with Friday CRM, particularly with Gmail and mobile-friendly features for deals. - Users feel the **information provided is insufficient** , making it challenging to utilize features like reports and birthday functions. - Users are frustrated by the **limited customization** options in Friday CRM, wishing for more filters and tailored features. - Users note the **lack of marketing features** and express dissatisfaction with the company size field in Friday CRM. #### What Are Recent G2 Reviews of Friday CRM? **["rough start but now going well"](https://www.g2.com/survey_responses/friday-crm-review-10989378)** **Rating:** 4.5/5.0 stars _— Michael T._ [Read full review](https://www.g2.com/survey_responses/friday-crm-review-10989378) **["Robust, Feature-Full, and Easy to Use"](https://www.g2.com/survey_responses/friday-crm-review-12254321)** **Rating:** 5.0/5.0 stars _— Verified User in Retail_ [Read full review](https://www.g2.com/survey_responses/friday-crm-review-12254321) ### [Ohanafy](https://www.g2.com/products/ohanafy/reviews) 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:** 5.0/5.0 **Total Reviews:** 60 #### How Do G2 Users Rate Ohanafy? - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Ohanafy? - **Seller:** [Ohanafy](https://www.g2.com/sellers/ohanafy) - **Company Website:** www.ohanafy.com - **Year Founded:** 2022 - **HQ Location:** Wilmington, NC - **Twitter:** @OhanafyInc 27 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=963675abfcbd102aaf07045ebc9105fb440370be81211c8576978076d7079331&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fohanafy%2F&secure%5Burl_type%5D=linkedin_company_website) 28 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Food & Beverages - **Company Size:** 87% Small, 12% Medium #### What Do G2 Reviewers Say About Ohanafy? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **exceptional customer support** of Ohanafy, noting its responsiveness and personalized assistance. - Users commend Ohanafy for their **outstanding customer support** , noting responsiveness and understanding of client needs. - Users value the **real-time data accuracy** of Ohanafy, ensuring access to the most current information without delays. - Users value the **flexibility for customization** in Ohanafy, enabling tracking of crucial business data effortlessly. - Users value the **real-time data accuracy** of Ohanafy, ensuring they always work with the most current information. ##### Cons - Users suggest that Ohanafy needs to improve by adding **integrated accounting software** to enhance operational efficiency. - Users note **inadequate financial management** features in Ohanafy, suggesting integration with accounting software for streamlined operations. - Users highlight the **limited customization** options of Ohanafy, suggesting the need for integrated accounting features for better functionality. - Users suggest that adding **accounting features** to Ohanafy would enhance its overall functionality and reduce reliance on external tools. #### What Are Recent G2 Reviews of Ohanafy? **["Ohanafy - Powerful beverage management software tool."](https://www.g2.com/survey_responses/ohanafy-review-11734100)** **Rating:** 5.0/5.0 stars _— Paul B._ [Read full review](https://www.g2.com/survey_responses/ohanafy-review-11734100) **["Live, Local Support 24/7 - Real Time Data!!"](https://www.g2.com/survey_responses/ohanafy-review-11724922)** **Rating:** 5.0/5.0 stars _— Holly S._ [Read full review](https://www.g2.com/survey_responses/ohanafy-review-11724922) ### [VobeSoft](https://www.g2.com/products/vobesoft/reviews) VobeSoft is the modular platform for your work. Configure databases, automations, and views to streamline and optimize your operations—all within one flexible system. Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used. **Average Rating:** 4.6/5.0 **Total Reviews:** 42 #### How Do G2 Users Rate VobeSoft? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind VobeSoft? - **Seller:** [VobeSoft](https://www.g2.com/sellers/vobesoft) - **Year Founded:** 2011 - **HQ Location:** s-Hertogenbosch, North Brabant - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=469c5a49c3bbe947413336de34366dfd55c270a8352935f3fd0a340f24692e3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvobesoft%2F&secure%5Burl_type%5D=linkedin_company_website) 14 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Insurance, Financial Services - **Company Size:** 60% Small, 37% Medium #### What Do G2 Reviewers Say About VobeSoft? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of VobeSoft, highlighting its flexibility and straightforward setup for custom needs. - Users value the **easy customization** of VobeSoft, appreciating its flexibility and adaptability to their unique needs. - Users highlight the **flexibility and customization** of VobeSoft, making it ideal for diverse organizational needs. - Users value the **flexible customizability** of VobeSoft, which adapts effortlessly to their unique business needs. - Users appreciate the **flexibility and customization** of VobeSoft, allowing for easy adaptation to specific business needs. ##### Cons - Users note the **steep learning curve** with VobeSoft, requiring time to master data modeling and application usage. #### What Are Recent G2 Reviews of VobeSoft? **["Easy to use, configurable and great customer service"](https://www.g2.com/survey_responses/vobesoft-review-9041705)** **Rating:** 5.0/5.0 stars _— Steven L._ [Read full review](https://www.g2.com/survey_responses/vobesoft-review-9041705) **["intuitive, adaptable, reliable and flexible"](https://www.g2.com/survey_responses/vobesoft-review-9881279)** **Rating:** 4.5/5.0 stars _— Verified User in Alternative Dispute Resolution_ [Read full review](https://www.g2.com/survey_responses/vobesoft-review-9881279) #### What Are G2 Users Discussing About VobeSoft? - [What is VobeSoft used for?](https://www.g2.com/discussions/what-is-vobesoft-used-for) ### [Mothernode](https://www.g2.com/products/mothernode/reviews) Mothernode CRM is an all-in-one CRM that combines rich features and efficiency often found in more expensive CRM software. Increase productivity and revenue with timesaving features that focus on customer management, salesforce automation, and marketing automation. Specifically designed for businesses looking to get organized and grow, Mothernode is the only CRM to offer expansion modules like sales orders, purchase orders, invoicing, quotes and more, enabling the software to offer more capabilities as your business needs expand, delivering a one-stop solution for all your CRM needs. Your sales team, account managers and customer service team will love how easy this software is to adopt and use. The intuitive application delivers all your client's activities and history in one simple interface. Based in the cloud, Mothernode CRM is accessible from any computer or mobile device, anywhere in the world with an Internet connection. Mothernode CRM supports management and their sales and customer service teams with detailed reporting about the history of client communications and current activity. Analyzing the data from your customer contact history can help guide your marketing team in creating specialized marketing messages for segments of your clientele, resulting in greater collaboration between the various departments of your organization. This increased collaboration results in a more consistent customer experience across all channels, helping to build brand loyalty and increase customer retention. Mothernode CRM also integrates with a number of popular software applications, including GMail and Outlook. Outlook integration allows you to synchronize your calendars and contacts so you can stay organized and on top of all your important activity. Integration with Quickbooks allows you to monitor spending and revenue from your sales, customer service, and marketing departments and export that data directly into your accounting software. With all of the time and effort saved through using Mothernode CRM, you can focus more on developing big-picture strategies for growing and developing your business. **Average Rating:** 4.5/5.0 **Total Reviews:** 40 #### How Do G2 Users Rate Mothernode? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Mothernode? - **Seller:** [Mothernode](https://www.g2.com/sellers/mothernode) - **Year Founded:** 2009 - **HQ Location:** Irving, TX - **Twitter:** @Mothernode 267 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1f043c6ee0355c7331aee3289d736db3bfc52ddde89ff428a870afd555ee86d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F693754%2F&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Architecture & Planning, Construction - **Company Size:** 50% Small, 48% Medium #### What Are Recent G2 Reviews of Mothernode? **["An all-in-one platform to carry out your CRM operations effectively."](https://www.g2.com/survey_responses/mothernode-review-4506667)** **Rating:** 4.0/5.0 stars _— Verified User in Automotive_ [Read full review](https://www.g2.com/survey_responses/mothernode-review-4506667) **["Adaptive Software - Grows Alongside Your Team"](https://www.g2.com/survey_responses/mothernode-review-3814810)** **Rating:** 5.0/5.0 stars _— Jessica W._ [Read full review](https://www.g2.com/survey_responses/mothernode-review-3814810) #### What Are G2 Users Discussing About Mothernode? - [What is Mothernode used for?](https://www.g2.com/discussions/what-is-mothernode-used-for) ### [NetHunt CRM](https://www.g2.com/products/nethunt-crm/reviews) NetHunt is a sales automation tool that literally lives inside your Gmail and other Google Workspace apps. It helps sales teams manage leads, nurture customer relations, monitor sales progress, and close more deals. Businesses grow x5 with NetHunt CRM, check customer stories - https://nethunt.com/case-studies 🥇 Google Cloud Partner 🥇 Google Security Assessment Program Passed We’ve built the best CRM integration with Gmail allowing for 100% CRM functionality from within Gmail. ✅ No more switching tabs ✅ No more data entry ✅ Everything is in one place ✅ In a familiar interface, within an app that you use daily Watch our demo: https://youtu.be/wD-tjeX6x\_s Browse Help Center: https://help.nethunt.com/en/ MORE ABOUT NETHUNT CRM 🙂 Organize your customer base Use core CRM features in NetHunt to organize your customer base in the most efficient way. ✓ Say goodbye to tedious data entry forever. ✓ Use NetHunt’s duplicate prevention feature to keep your data clean at all times. ✓ The required fields feature watches over your data to make sure you’ve got what you need. ✓ Your customer base is securely stored in one place, protected from leaks or prying eyes by proper access management. 📞 Capture new leads through multiple channels NetHunt CRM is integrated with multiple tools that allows you to get new leads from different sources and store communication within CRM records. ✓ Create new leads from inbound and outbound calls ✓ Turn website chats into new leads ✓ Get new leads from social media platforms ✓ Add new leads to CRM from messengers ✓ Capture leads from custom web forms 📋 Segment leads and customers base Break down your customer base into targeted segments to send personalized pitches by using various macros - job title, need, company size and more. ✓ Use custom filters and views to segment your contacts. ✓ Save an unlimited number of segments for yourself or share them with the team. ✓ Have these segments updated automatically when new users match certain parameters. 💲 Build sales pipeline Turn contacts into leads and push them down the beautiful, functional pipeline. ✓ Add new deals, their value, probability of closing and expected close date. ✓ Track deals progress through the pipeline stages. ✓ Know revenue stuck at every stage of the pipeline ✓ Spot blocked leads and how to push them towards purchase. ✓ Create one or several custom pipelines for your products and services. ✓ Build forecasts you can trust. ⭕ Manage Tasks Organize your workday and manage the workload of your team. All within Gmail. ✓ Manage Tasks and collaborate with your team inside Gmail. ✓ Assign Tasks automatically by certain criteria or round-robin algorithm. ✓ Link Tasks to emails and CRM records. ✓ Receive daily Tasks Digest to plan your day. 🤖 Automate sales processes in Gmail NetHunt CRM allows users to automate the entire sales process – from lead capture to deals’ pipeline stage to notifications. ✓ Capture leads from different sources and add them in your CRM. ✓ Assign managers to leads and set up personalised auto-replies. ✓ Prioritise leads automatically depending on their behaviour ✓ Set sequences to nurture leads. ✓ Automatically link email conversations, chats, calls to CRM profiles. ✓ Have an algorithm move a lead to the next pipeline stage based on the lead’s response. ✓ Create automatic tasks for the team. ✓ Set notifications to the team when important changes happen in the pipeline. ✓ Automate data entry. ✉️ Email automation ✓ Create personal and shared email templates in Gmail. ✓ Write repetitive emails easily and quickly. ✓ Personalize email templates with custom fields. ✓ Use email templates in daily email correspondence, email campaigns or automated email sequences. 📩 Email tracking Track your email opens and clicks in Gmail. ✓ Know if, when, and how often the receiver views your emails in real-time. ✓ Know when people open your emails to provide insights for your team. ✓ Prioritise leads based on how many times they open emails or click on the links. ✓ Use email tracking for regular emails, email campaigns and automated email sequences. 🔁 Email campaigns Send email campaigns and follow-up campaigns in Gmail. ✓ Send email campaigns to custom segments or all of your customer base. ✓ Set follow-up emails to previous email campaigns. ✓ Monitor campaigns stats: opens, clicks, unsubscribes, bounces, and replies. ✓ Send email campaigns via Gmail, NetHunt SMTP or your own SMTP server. 📊 Sales reporting Track key business metrics and team performance with reports in NetHunt CRM. ✓ Track the effectiveness of the entire team and every manager separately – the number of sent emails, presentations made, calls made, etc. ✓ Analyze business growth compared to previous periods – the number of closed deals as well as revenue generated. ✓ Analyze revenue by breaking it down by a manager, by a certain product, by country, etc. ✓ Track your quota attainment. ✓ Analyze the reasons for losing deals. ✓ Build a sales forecast you can trust. **Average Rating:** 4.6/5.0 **Total Reviews:** 279 #### How Do G2 Users Rate NetHunt CRM? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind NetHunt CRM? - **Seller:** [NetHunt CRM](https://www.g2.com/sellers/nethunt-crm) - **Year Founded:** 2015 - **HQ Location:** Kiev - **Twitter:** @nethuntcrm 2,154 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=673091bfe1f447ccc4194cd6fb9c56d25569f39bda5f77935ce1cf63eb600ede&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10626162%2F&secure%5Burl_type%5D=linkedin_company_website) 22 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Director - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small, 17% Medium #### What Do G2 Reviewers Say About NetHunt CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of NetHunt CRM, benefiting from seamless integration and efficient workflow management. - Users value the **Gmail integration** of NetHunt CRM, enabling seamless access to chats and lead management. - Users love the **seamless integrations** with GSuite and LinkedIn, enhancing productivity and accessibility across platforms. - Users love the **seamless integration** of NetHunt CRM with GSuite and LinkedIn, enhancing their workflow efficiency. - Users love the **easy integration** with GSuite and LinkedIn, enhancing productivity and streamlining lead management. ##### Cons - Users find the **learning curve steep** , requiring significant time and experience to effectively implement NetHunt CRM. - Users notice **missing features** in NetHunt CRM, including insufficient email capabilities and limited project management tools. - Users find **email issues** with NetHunt CRM, including lag, limits on sending, and cumbersome campaign setup. - Users express concerns about **limited features** , especially regarding advanced automations and in-depth reporting capabilities. - Users find the **complexity of automation and reporting features** a challenge, requiring time and effort to master. #### What Are Recent G2 Reviews of NetHunt CRM? **["NetHunt Keeps Sales in Gmail, Streamlining CRM, Pipelines, and Customer Engagement"](https://www.g2.com/survey_responses/nethunt-crm-review-12819919)** **Rating:** 4.0/5.0 stars _— Verified User in Oil & Energy_ [Read full review](https://www.g2.com/survey_responses/nethunt-crm-review-12819919) **["Consultation Workflow and Daily Task Tracking Feel More Clear"](https://www.g2.com/survey_responses/nethunt-crm-review-12887155)** **Rating:** 5.0/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/survey_responses/nethunt-crm-review-12887155) #### What Are G2 Users Discussing About NetHunt CRM? - [What is NetHunt CRM used for?](https://www.g2.com/discussions/what-is-nethunt-crm-used-for) - [What does NetHunt CRM do?](https://www.g2.com/discussions/what-does-nethunt-crm-do) - 1 comment - [Does Google have a CRM software?](https://www.g2.com/discussions/does-google-have-a-crm-software) - [How does a CRM software work?](https://www.g2.com/discussions/how-does-a-crm-software-work) - 1 comment - [What is NetHunt CRM?](https://www.g2.com/discussions/what-is-nethunt-crm) - 1 comment - [‹ Prev‹ Prev](/categories/crm/small-business?order=g2_score&page=6#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](/categories/crm/small-business?order=g2_score&page=6#product-list) - 7 - [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) - [11](/categories/crm/small-business?order=g2_score&page=11#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=8#product-list) Spotlight Categories [Analytics Platforms](https://www.g2.com/categories/analytics-platforms) [Security Awareness Training Software](https://www.g2.com/categories/security-awareness-training) [User Research Tools](https://www.g2.com/categories/user-research) [Online Reputation Management Software](https://www.g2.com/categories/online-reputation-management) [CPQ Software](https://www.g2.com/categories/cpq) 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/)