Best CRM Software for Small Business - Page 7

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monday CRM

The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations

Average Rating: 4.5/5.0

Total Reviews: 1,664

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

  • Seller: monday.com
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Tel Aviv
  • Twitter: @mondaydotcom
    40,761 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10,589 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 75% Small, 22% Medium

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

Pros
  • Users find monday CRM to be very user-friendly, appreciating its simplicity and helpful features for collaborative work.
  • Users praise the efficient integrations that enhance workflow, making daily tasks smoother and easier to manage.
  • Users value the automation features of monday CRM, enhancing workflow efficiency and minimizing manual tasks.
  • Users appreciate the incredible customizability of monday CRM, enabling tailored solutions for their unique business needs.
  • Users appreciate the user-friendly features of monday CRM, enhancing lead management and overall workflow efficiency.
Cons
  • Users find the learning curve steep, particularly in connecting boards and fully integrating the system.
  • Users find the missing features in monday CRM, like limited automation and columns, significantly hinder their workflows.
  • Users notice limited features in monday CRM, feeling it lacks depth compared to more robust CRM tools.
  • Users find limited customization in monday CRM compared to more robust tools, affecting detailed reporting and complex setups.
  • Users find the integration issues problematic, as they require manual setup and can lead to frustrating lags.

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,661

Category Stats (Sep 2026)

  • Average Rating: 4.4/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SalesSeek (+25.91%) - Among all products in this category, SalesSeek recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 126,900+ Authentic Reviews
  • 1,661+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

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

Highlighted products: HubSpot Sales Hub, Agentforce Sales (formerly Salesforce Sales Cloud), Pipedrive, monday CRM, Bigin by Zoho CRM, ActiveCampaign, Close, and Zoho CRM.

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

CompanyHub CRM

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

Average Rating: 4.7/5.0

Total Reviews: 45

How Do G2 Users Rate CompanyHub CRM?

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

Who Is the Company Behind CompanyHub CRM?

Who Uses This Product?

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

What Do G2 Reviewers Say About CompanyHub CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use in CompanyHub CRM, making follow-ups and deal management effortless.
  • Users appreciate the simple UI and effective follow-up highlighting, enhancing deal management without unnecessary complexity.
  • Users appreciate the organization efficiency of CompanyHub CRM, streamlining follow-ups and deal sentiment management effectively.
  • Users appreciate the simple and intuitive UI of CompanyHub CRM, making follow-ups effortless and effective.
Cons
  • Users find the learning curve steep, citing a novice feel despite ease of navigation and prioritization for AEs.
  • Users feel the interface is not intuitive, presenting a novice feel despite its ease of navigation and prioritization.

What Are Recent G2 Reviews of CompanyHub CRM?

What Are G2 Users Discussing About CompanyHub CRM?

Orgzit

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
  • Year Founded: 2016
  • HQ Location: San Jose, California
  • Twitter: @Orgzit
    218 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18 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 enjoy the ease of use of Orgzit, appreciating its flexibility and quick configuration options for their needs.
  • Users appreciate Orgzit for its flexibility and seamless customization, enhancing collaboration and optimizing business processes effectively.
  • Users value Orgzit for its data organization and collaboration features, enhancing efficiency and accessibility across teams.
  • Users love Orgzit’s flexibility, enabling easy customization to meet specific business needs without coding efforts.
  • Users value Orgzit for its efficient collaboration and flexibility, streamlining business processes and enhancing productivity.
Cons
  • Users highlight connectivity issues with Orgzit, suggesting improvements for better integration with conventional databases like SQL.
  • Users find the user interface design challenging, suggesting a need for improvements to enhance usability.
  • Users feel the user interface could be improved in Orgzit for a better overall experience.
  • Users feel the need for incomplete information in reports and suggest improvements to the user interface.
  • Users note that the integration with conventional databases like SQL could be improved for better functionality.

What Are Recent G2 Reviews of Orgzit?

What Are G2 Users Discussing About Orgzit?

Progress Podio

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

Average Rating: 4.2/5.0

Total Reviews: 507

How Do G2 Users Rate Progress Podio?

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

Who Is the Company Behind Progress Podio?

  • Seller: Progress Software
  • Company Website:
  • Year Founded: 1981
  • HQ Location: Burlington, MA.
  • Twitter: @ProgressSW
    48,773 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,242 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Progress Podio?

AI-generated summary from verified user reviews

Pros
  • Users find Progress Podio's ease of use invaluable, simplifying tasks and enhancing collaboration across various business processes.
  • Users appreciate the automation capabilities of Progress Podio, streamlining workflows and enhancing productivity across various tasks.
  • Users love the integrated workflows and no-code capabilities of Progress Podio, enhancing efficiency in task management.
  • Users appreciate the powerful integrations of Progress Podio, enhancing collaboration and streamlining various business processes.
  • Users love the ease of task tracking with Progress Podio, benefiting from its integrations and simple interface.
Cons
  • Users find the billing issues and lack of responsive customer service frustrating in Progress Podio.
  • Users find the learning curve steep for Progress Podio, making setup challenging and performance occasionally sluggish.
  • Users find poor customer support frustrating, often needing to hire external assistance for setup and issues.
  • Users find Progress Podio to be fiddly for newcomers and occasionally experience slow performance during use.
  • Users struggle with colum management complexities requiring excessive effort and leading to maintenance issues and slow performance.

What Are Recent G2 Reviews of Progress Podio?

What Are G2 Users Discussing About Progress Podio?

Insightly CRM

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

Average Rating: 4.2/5.0

Total Reviews: 927

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How Do G2 Users Rate Insightly CRM?

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

Who Is the Company Behind Insightly CRM?

  • Seller: Unbounce
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Vancouver
  • Twitter: @unbounce
    72,651 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    129 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Insightly CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use in Insightly CRM, enabling seamless integration and efficient management of company data.
  • Users value the easy customization in Insightly, enhancing efficiency and communication across various tasks and projects.
  • Users value the customizability of Insightly CRM, enhancing efficiency and facilitating effective client communication and task management.
  • Users value the rich feature set of Insightly CRM, enhancing usability and flexibility for their business needs.
  • Users commend the excellent customer support of Insightly CRM, highlighting its helpfulness and responsiveness throughout their experience.
Cons
  • Users find the learning curve challenging, requiring significant time investment to become proficient with Insightly CRM.
  • Users find the limited customization of Insightly CRM frustrating, particularly regarding reporting and interface design.
  • Users express frustration over limited features in Insightly CRM, impacting usability and increasing costs for advanced options.
  • Users find the time-consuming setup process of Insightly CRM challenging, requiring significant investment to become useful.
  • Users struggle with confusing contact management, facing challenges in automation and organization that hinder their experience.

What Are Recent G2 Reviews of Insightly CRM?

Membrain

Membrain is a specialized sales platform tailored for B2B teams engaged in complex, consultative selling. Unlike traditional Customer Relationship Management (CRM) systems that primarily focus on storing historical data, Membrain emphasizes driving actionable outcomes by integrating your sales methodology, qualification processes, and playbooks directly into the daily workflows of sales representatives. This ensures that every team member can replicate the strategies of your top performers consistently across all deals. The platform is particularly beneficial for organizations that navigate intricate sales cycles involving multiple stakeholders and high-value transactions. Membrain's design caters to sales teams that require a structured approach to manage their processes effectively. By embedding your unique sales methodology into the workflow, Membrain helps ensure that every representative is aligned with the best practices of your organization, thus enhancing overall performance and consistency in execution. One of the standout features of Membrain is its Insight Engine, which leverages advanced AI capabilities, including integration with Claude and ChatGPT. Unlike generic AI tools that generate content without contextual understanding, Membrain's AI is grounded in your specific sales processes, ideal customer profiles (ICP), and historical data tied to each deal. This contextual awareness allows for more relevant insights and recommendations, empowering sales teams to make informed decisions based on their actual wins and losses rather than generic advice. Why sales leaders choose Membrain - Consistent execution: your process, embedded in every rep's workflow, every deal - Forecasts you can trust: built on milestone progress, not gut feel - Coaching that sticks: reinforced in the flow of work, not saved for the next QBR - AI that knows your business: Insight Engine + MCP ground Claude and ChatGPT in how you sell - CRM included: no separate system of record to manage - Built for complex B2B sales: long cycles, multiple stakeholders, high-value deals It's time to put HOW YOU SELL at the core of your business.

Average Rating: 4.6/5.0

Total Reviews: 214

How Do G2 Users Rate Membrain?

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

Who Is the Company Behind Membrain?

  • Seller: Membrain
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Stockholm, Sweden
  • Twitter: @membrain_com
    1,990 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Membrain?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Membrain, enabling seamless navigation and efficient tracking of sales progress.
  • Users value the customization options in Membrain, enhancing usability and satisfaction across various industries.
  • Users value the customizability of Membrain, enabling tailored workflows and efficient organization for diverse needs.
  • Users value the easy customization of Membrain, enabling tailored solutions that fit their specific CRM needs.
  • Users praise Membrain for its intuitive interface, making CRM navigation effortless and supporting seamless organizational workflows.
Cons
  • Users note the missing features like robust analytics and direct integrations, impacting overall efficiency and usability.
  • Users find the learning curve steep, especially with complex dashboard setups and integrations making onboarding challenging.
  • Users face email issues with Membrain, including poor integration and lack of updates on critical changes.
  • Users face integration issues with Membrain, leading to functionality breaks and slow syncing with Outlook.
  • Users find the limited features of Membrain hinder functionality, especially in reporting and prospecting tools.

What Are Recent G2 Reviews of Membrain?

What Are G2 Users Discussing About Membrain?

Lime Go

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

Average Rating: 4.4/5.0

Total Reviews: 16

How Do G2 Users Rate Lime Go?

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

Who Is the Company Behind Lime Go?

Who Uses This Product?

  • Company Size: 94% Small, 6% Medium

What Do G2 Reviewers Say About Lime Go?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Lime Go?

What Are G2 Users Discussing About Lime Go?

HappSales

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

Average Rating: 4.9/5.0

Total Reviews: 39

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

Who Uses This Product?

  • Top Industries: Information Technology and Services, Biotechnology
  • Company Size: 61% Small, 37% Medium

What Do G2 Reviewers Say About HappSales?

AI-generated summary from verified user reviews

Pros
  • Users find HappSales to be very easy to use, appreciating its intuitive design and efficient workflows.
  • Users find HappSales to be user-friendly, enhancing their efficiency with its intuitive design and smooth implementation.
  • Users appreciate the excellent customer support from HappSales, highlighting immediate responses and smooth deployment experiences.
  • Users appreciate the convenience of managing customer data with HappSales, enhancing follow-ups and simplifying communication.
  • Users find HappSales' Data Management efficient and user-friendly, facilitating easy access to updated customer information.
Cons
  • Users note a steep learning curve for HappSales, as training is necessary to fully utilize its features.
  • Users face reporting issues with HappSales, as server problems hinder functionalities and prevent proper report downloads.
  • Users find that the setup difficulties initially require time but ultimately lead to improved workflow efficiency.
  • Users find the initial cost expensive, but acknowledge it provides long-term value over time.
  • Users report incomplete information issues, particularly with difficulties in downloading aggregate reports post-download.

What Are Recent G2 Reviews of HappSales?

What Are G2 Users Discussing About HappSales?

Teamgate

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

Average Rating: 4.6/5.0

Total Reviews: 19

How Do G2 Users Rate Teamgate?

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

Who Is the Company Behind Teamgate?

  • Seller: Teamgate, UAB
  • Year Founded: 2012
  • HQ Location: Las Vegas, NV
  • Twitter: @Teamgate
    10,734 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 24% Medium

What Do G2 Reviewers Say About Teamgate?

AI-generated summary from verified user reviews

Pros
  • Users praise the exceptional customer support from TeamGate, appreciating their quick responses and attentive service.
  • Users appreciate the ease of use of Teamgate, finding the platform intuitive and support readily available.
  • Users rave about the informative and user-friendly analytics that enhance customer relationship management in Teamgate.
  • Users find Teamgate to be a very convenient platform for managing customer information and enhancing business operations.
  • Users find Teamgate to be a convenient all-in-one platform for managing customer information and sales effortlessly.
Cons
  • Users find Teamgate expensive for essential features, making it hard for small businesses to afford necessary functionality.
  • Users feel the lack of essential sales features in Teamgate's business plan limits their effectiveness and increases costs.
  • Users feel the absence of essential features in Teamgate hampers their sales processes and constrains budget-friendly options.
  • Users find the features lacking in Teamgate's business plan, making it difficult to meet their sales needs.
  • Users report visibility issues with Teamgate, missing essential features in the business plan that hinder sales.

What Are Recent G2 Reviews of Teamgate?

Formaloo

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

Average Rating: 4.6/5.0

Total Reviews: 184

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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
  • Year Founded: 2020
  • HQ Location: Toronto, CA
  • Twitter: @formaloo
    670 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Formaloo?

AI-generated summary from verified user reviews

Pros
  • Users find Formaloo to be incredibly easy to use, making form creation and data collection a seamless experience.
  • Users value the high level of flexibility in Formaloo, allowing quick creation of customized, branded forms.
  • Users find Formaloo's setup to be easy and straightforward, making implementation seamless for their projects.
  • Users appreciate the design flexibility of Formaloo, allowing for brand-consistent, easy-to-build forms quickly.
  • Users rave about the easy creation of forms with Formaloo, enjoying seamless usability and pre-built templates.
Cons
  • Users feel the lack of a native MCP out of the box complicates their workflow and feature utilization.
  • Users experience layout issues that create a cluttered interface, making complex tasks frustrating and less intuitive.
  • Users find the learning curve challenging when mastering complex logic functionalities in Formaloo, particularly with crowded UI.
  • Users find the template management cumbersome, especially when navigating away from the dashboard can be frustrating.
  • Users find the dashboard issues frustrating, especially with complex logic builders and limited template navigation.

What Are Recent G2 Reviews of Formaloo?

What Are G2 Users Discussing About Formaloo?

SalezShark

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

Average Rating: 4.4/5.0

Total Reviews: 38

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
  • Year Founded: 2014
  • HQ Location: Great Falls, US
  • Twitter: @SalezShark
    1,462 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 46% Medium, 41% 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 allows for quick setup and efficient automation.
  • Users appreciate the easy setup of SalezShark, making it simple to start using and maximizing its features.
  • Users appreciate the user-friendly interface of SalezShark, enabling quick adaptation and streamlined sales processes.
  • Users love the user-friendly interface of SalezShark, facilitating quick setup and efficient selling experiences.
  • Users find SalezShark an affordable solution that effectively optimizes sales and marketing for growing businesses.
Cons
  • Users feel that the pricing of SalezShark is expensive and suggest it could be more affordable for better value.
  • Users feel that SalezShark has limited customization options, making navigation and reporting less user-friendly than desired.
  • Users find the user interface cluttered and not intuitive, making navigation through features somewhat overwhelming.
  • Users find SalezShark to be not user-friendly, describing its interface as cluttered and navigation overwhelming.
  • Users find the interface overwhelming, making navigation difficult and reducing overall usability despite great features.

What Are Recent G2 Reviews of SalezShark?

What Are G2 Users Discussing About SalezShark?

Workbooks

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
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Reading, Berkshire
  • Twitter: @Workbooks
    2,702 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    67 employees on LinkedIn®

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 find the ease of use of Workbooks enhances productivity with its intuitive interface and streamlined features.
  • Users value the customizable reporting and dashboards in Workbooks, enhancing performance monitoring and strategic decision-making.
  • Users commend the excellent customer support of Workbooks, highlighting its responsive and knowledgeable team.
  • Users appreciate the customization capabilities of Workbooks, enabling tailored dashboards and comprehensive reports for effective decision-making.
  • Users praise the extensive customization options of Workbooks, enhancing reporting and data management for improved decision-making.
Cons
  • Users find the learning curve steep, with challenges in setup and data input complicating the user experience.
  • Users experience occasional slowness in data loading and limited functionality, especially for larger organizations needing advanced features.
  • Users find limited features in Workbooks, especially as company needs grow, making it less suitable for larger clients.
  • Users find complex features of Workbooks can be clunky and require external assistance for effective use.
  • Users find limited customization options frustrating, feeling it complicates setup and hinders future changes.

What Are Recent G2 Reviews of Workbooks?

What Are G2 Users Discussing About Workbooks?

NinjaPipe

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

Average Rating: 4.6/5.0

Total Reviews: 18

How Do G2 Users Rate NinjaPipe?

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

Who Is the Company Behind NinjaPipe?

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 94% Small, 6% 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 readily available for any inquiries.
  • Users value the extensive customization options of NinjaPipe, enabling adaptation to their specific business needs.
  • Users value the intuitive interface of NinjaPipe, which significantly reduces training time for new users.
  • Users value the seamless integration of NinjaPipe, enhancing their current workflows and improving overall efficiency.
  • Users love the affordable pricing of NinjaPipe, making it accessible for small teams without sacrificing functionality.
Cons
  • Users find the email tracking lacking, wishing for better integration and easier access to communication logs.
  • Users find difficult navigation in NinjaPipe, needing effort to locate specific details like communication logs.
  • Users often find the email tracking functionality lacking, wishing for more detailed records within the CRM.
  • Users note that email tracking is not fully developed, leading to challenges in accessing communication details within the CRM.
  • Users find that expertise is required to fully leverage NinjaPipe's features and navigate its complexity.

What Are Recent G2 Reviews of NinjaPipe?

Propeller CRM

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

Average Rating: 4.5/5.0

Total Reviews: 17

How Do G2 Users Rate Propeller CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 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
  • Year Founded: 2014
  • HQ Location: San Francisco, CA
  • Twitter: @propellercrm
    196 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 76% Small, 18% Medium

What Are Recent G2 Reviews of Propeller CRM?

What Are G2 Users Discussing About Propeller CRM?

Goals.com

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

Average Rating: 4.9/5.0

Total Reviews: 26

How Do G2 Users Rate Goals.com?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 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
  • Year Founded: 2023
  • HQ Location: Minneapolis, MN
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Goals.com?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the easy adoption of Goals.com, making transitions smooth and efficient for new team members.
  • Users find Goals.com to be easy to learn, allowing seamless adaptation to new roles and systems.
  • Users find the ease of use of Goals.com makes it simple to adapt and integrate into their workflow.
  • Users value the easy access of Goals.com, making onboarding and adaptation to the platform seamless and efficient.
Cons
  • Users experience redundancy in notifications, finding emails unnecessary when the portal is already open for information access.
  • Users experience redundancy in email notifications, finding them unnecessary when the portal is readily accessible.

What Are Recent G2 Reviews of Goals.com?

Ohanafy

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

Average Rating: 4.9/5.0

Total Reviews: 61

How Do G2 Users Rate Ohanafy?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 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
  • Company Website:
  • Year Founded: 2022
  • HQ Location: Wilmington, NC
  • Twitter: @OhanafyInc
    27 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    29 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Ohanafy?

AI-generated summary from verified user reviews

Pros
  • Users highlight the exceptional customer support of Ohanafy, consistently exceeding expectations and enhancing overall satisfaction.
  • Users highlight the exceptional customer support of Ohanafy, appreciating the responsiveness and understanding of the team.
  • Users rave about the real-time data access in Ohanafy, ensuring always up-to-date information for effective decision-making.
  • Users appreciate the incredible flexibility of Ohanafy, enabling seamless customization to fit their specific business needs.
  • Users value the real-time data accuracy of Ohanafy, ensuring access to the most current and relevant information.
Cons
  • Users suggest enhancing Ohanafy with integrated accounting features to streamline operations and eliminate external tool reliance.
  • Users see inadequate financial management in Ohanafy, wishing for direct integration of accounting software to enhance functionality.
  • Users feel there is limited customization options in Ohanafy, particularly regarding integrated accounting functionalities.
  • Users note the missing accounting and financial software features in Ohanafy, seeking a more complete solution.

What Are Recent G2 Reviews of Ohanafy?

Julie Jung
JJ
Researched and written by Julie Jung
Updated