# 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=1174041&focus%5B%5D=128650&focus%5B%5D=1934&focus%5B%5D=3296&focus%5B%5D=576) Highlighted products: HubSpot Sales Hub, Agentforce Sales (formerly Salesforce Sales Cloud), Pipedrive, monday CRM, Bigin by Zoho CRM, ActiveCampaign, Close, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=hubspot-sales-hub&focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign&focus%5B%5D=close&focus%5B%5D=zoho-crm&segment=small-business) **Sponsored** ### Adobe Journey Optimizer Adobe Journey Optimizer is a leading customer engagement solution, enabling brands to orchestrate and deliver personalized customer engagement across all channels — including email, web, app, mobile, and more — in the moments that matter to your customers. Profiles and Audiences: Built on the powerful Adobe Experience Platform, Journey Optimizer unifies customer data, creating real-time profiles and audiences that allow marketers to understand behaviors and preferences deeply, ensuring relevant interations at every touchpoint. The platform also prioritizes Data Governance & Privacy with comprehensive tools to help ensure brands are enabled to manage customer data responsibly and compliance with privacy regulations. Journey Orchestration: Harness an intuitive drag-and-drop journey canvas for creating complex, multi-step customer journeys. Marketers can orchestrate and activate messages, offers, and other content in real-time, and across channels, targeting customers based on behaviors, contextual data, business events such as sign-ups, purchases, order status, flight delays, loyalty, and more. Messages and Content: Simplify creating, managing, personalizing and optimizing messages and content through a variety of authoring options from drag-and-drop visual editing to HTML coding. Users can manage, find, and distribute all the digital assets for cross-channel messaging and content creation from one centralized location . The natively embedded, centralized asset repository makes accessing digital assets easy, for faster content creation. . Personalize every messaging element with dynamic content — from subject lines to body copy — ensuring that communications resonate with audiences. Intelligent Optimization: Run experiments and make data-driven decisions, ensuring personalized interactions that align with business goals. Leverage data and AI to determine the next-best offer, test out new offer ideas, and quickly apply learnings across the journey — in real-time and at scale. Experiment with and optimize the impact of your customer engagement — from fine-tuning specifics such as subject lines, body copy, and imagery to updating strategies like channel mix, journey length, engagement frequency and more. Consumers are inundated with marketing — a lot of which gets tuned out. Journey Optimizer lets you cut through the clutter with embedded AI, dynamic content capabilities, and end-to-end journey orchestration so you can anticipate and meet your customers’ needs. [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=2026-08-01T19%3A39%3A14Z&secure%5Bdisplayable_resource_id%5D=1781&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=169941&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=169941&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=59d50b7c74871562ef7c709f38e22b819bfd101ede00a18cf90566ea1f868ead&secure%5Burl%5D=https%3A%2F%2Fbusiness.adobe.com%2Fproducts%2Fjourney-optimizer.html%3Fsdid%3DMH16S3R3%26mv%3Daffiliate&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:** Financial Services, Logistics and Supply Chain - **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? **["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) **["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) #### 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? **["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) **["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) #### 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/fr/products/workbooks/reviews) Workbooks est une solution de gestion de la relation client (CRM) basée sur le cloud, conçue spécifiquement pour les entreprises de taille moyenne cherchant à rationaliser leurs processus commerciaux et à améliorer l'engagement client. Cette plateforme complète intègre divers aspects des opérations commerciales, permettant aux organisations de gérer leurs fonctions de vente, de marketing et de service client à partir d'une interface unique. En combinant des capacités logicielles avancées avec des services exceptionnels de conseil, de mise en œuvre et de support, Workbooks vise à offrir une expérience fluide à ses utilisateurs. Ciblant les entreprises de taille moyenne, Workbooks répond aux défis uniques auxquels ces organisations sont confrontées, tels que les contraintes de ressources et le besoin de solutions évolutives. La plateforme est particulièrement bénéfique pour les entreprises cherchant à améliorer leurs relations clients et leur efficacité opérationnelle sans les complexités souvent associées aux systèmes CRM plus grands. Workbooks est conçu pour répondre à une gamme diversifiée d'industries, ce qui en fait un choix polyvalent pour les entreprises nécessitant une approche sur mesure du CRM. L'une des caractéristiques remarquables de Workbooks est son modèle de mise en œuvre cofinancé, qui réduit considérablement le coût et le risque associés aux projets CRM. Cette approche rend non seulement le logiciel plus accessible, mais garantit également que les entreprises reçoivent le soutien nécessaire pendant le processus de configuration. En travaillant en étroite collaboration avec les clients, Workbooks fournit une solution CRM personnalisée qui s'aligne sur les besoins spécifiques de l'entreprise, tout en maintenant un prix standard. Cette offre unique permet aux organisations de bénéficier d'un système sur mesure sans le fardeau financier généralement associé au développement de logiciels sur mesure. En plus de sa mise en œuvre rentable, Workbooks offre une gamme de fonctionnalités clés qui améliorent sa fonctionnalité. Les utilisateurs peuvent s'attendre à des outils robustes pour l'automatisation des ventes, la gestion des campagnes marketing, le suivi du service client, la gestion de projets et de tâches, et le traitement des commandes de vente. La plateforme inclut également des capacités avancées de reporting et d'analyse, permettant aux entreprises d'obtenir des informations précieuses sur leurs opérations et leurs interactions avec les clients. Cette approche axée sur les données permet aux organisations de prendre des décisions éclairées et d'optimiser leurs stratégies pour de meilleurs résultats. La plateforme Workbooks est alimentée par des agents IA qui peuvent être automatisés via des flux de travail pour augmenter la productivité et aider à stimuler une croissance des revenus plus importante. Dans l'ensemble, Workbooks se distingue dans le paysage CRM en offrant une solution complète qui combine un logiciel puissant avec des services de support dédiés. Son focus sur les entreprises de taille moyenne, sa mise en œuvre rentable et ses fonctionnalités personnalisables en font une option attrayante pour les entreprises cherchant à améliorer leurs efforts de gestion de la relation client. En intégrant diverses fonctions commerciales dans une seule plateforme, Workbooks aide les organisations à améliorer leur efficacité, à réduire les risques opérationnels et, en fin de compte, à stimuler la croissance. **Average Rating:** 4.3/5.0 **Total Reviews:** 534 #### How Do G2 Users Rate Workbooks? - **the product a-t-il été un bon partenaire commercial?:** 8.7/10 (Category avg: 8.9/10) - **Capacité de flux de travail:** 8.2/10 (Category avg: 8.5/10) - **Gestion des contacts et des comptes:** 8.5/10 (Category avg: 8.7/10) - **Opportunité & Gestion des pipelines:** 8.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Workbooks? - **Vendeur:** [Workbooks](https://www.g2.com/fr/sellers/workbooks) - **Année de fondation:** 2009 - **Emplacement du siège social:** Reading, Berkshire - **Twitter:** @Workbooks 2,702 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn® - **Téléphone:** +44 (0) 118 3030 100 #### Who Uses This Product? - **Who Uses This:** Directeur Général, Directeur - **Top Industries:** Technologie de l'information et services, Logiciels informatiques - **Company Size:** 60% Small, 33% Medium #### What Do G2 Reviewers Say About Workbooks? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs soulignent la **facilité d'utilisation** de Workbooks, appréciant sa navigation simple et son interface intuitive pour suivre les clients. - Les utilisateurs apprécient les **outils de reporting puissants** dans Workbooks, qui améliorent la prise de décision et l'efficacité de la gestion des données. - Les utilisateurs apprécient le **support client amical et fiable** de Workbooks, qui fournit toujours une assistance rapide et perspicace. - Les utilisateurs apprécient les **options hautement personnalisables** dans Workbooks, permettant des solutions sur mesure pour les besoins divers des équipes. - Les utilisateurs apprécient l' **ensemble de fonctionnalités étendu** de Workbooks, en tirant parti de la personnalisation pour un reporting efficace et une prise de décision éclairée. ##### Cons - Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec Workbooks, luttant avec la configuration et la navigation intuitive pour les fonctionnalités avancées. - Les utilisateurs éprouvent un **chargement de données lent** et manquent de fonctionnalités comme les écrans doubles, ce qui impacte l'efficacité et la flexibilité globales. - Les utilisateurs trouvent que les **fonctionnalités limitées** de Workbooks sont insuffisantes à mesure que leurs besoins augmentent, ce qui affecte l'utilisabilité et l'efficacité globales. - Les utilisateurs trouvent que les **fonctionnalités complexes** de Workbooks peuvent être maladroites et nécessitent une aide supplémentaire pour des tâches simples. - Les utilisateurs trouvent que les **options de personnalisation limitées** dans Workbooks restreignent leur capacité à s'adapter facilement et efficacement. #### What Are Recent G2 Reviews of Workbooks? **["CRM tout-en-un avec possibilité de modernisation"](https://www.g2.com/fr/survey_responses/workbooks-review-12444760)** **Rating:** 4.0/5.0 stars _— Tordsen A._ [Read full review](https://www.g2.com/fr/survey_responses/workbooks-review-12444760) **["CRM, projets, marketing et reporting, tout en un seul flux"](https://www.g2.com/fr/survey_responses/workbooks-review-12403469)** **Rating:** 5.0/5.0 stars _— Kumail R._ [Read full review](https://www.g2.com/fr/survey_responses/workbooks-review-12403469) #### What Are G2 Users Discussing About Workbooks? - [À quoi sert Workbooks ?](https://www.g2.com/fr/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? **["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) **["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) #### 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/fr/products/ninjapipe/reviews) - Élevez votre jeu de vente avec NinjaPipe - l'outil ultime de CRM et d'automatisation des ventes pour révolutionner votre gestion des prospects et l'engagement client. - Suivez et cultivez sans effort les prospects sur votre tableau de bord dynamique et entièrement personnalisable, en vous assurant de ne jamais manquer une occasion de conclure cette affaire cruciale. Automatisez sans effort les suivis et les tâches, guidant les prospects à travers l'entonnoir de vente pour des conversions maximales. - Donnez à votre équipe un processus de vente intuitif et visuel qui favorise une collaboration fluide. Avec NinjaPipe, votre équipe atteindra les objectifs de vente sans courbe d'apprentissage, leur permettant de se concentrer sur ce qui compte vraiment - offrir des expériences client exceptionnelles. - Démarquez-vous de la concurrence en automatisant les tâches répétitives et en récupérant un temps précieux à investir dans des interactions de vente significatives et des relations client. Caractéristiques clés : - Tableau de bord personnalisé : Personnalisez votre tableau de bord pour s'adapter à votre flux de travail de vente unique, rendant la gestion des prospects un jeu d'enfant. - Suivis automatisés : Engagez les prospects de manière cohérente et efficace grâce à des suivis automatisés, augmentant les taux de conversion. - Collaboration d'équipe : Favorisez le travail d'équipe et rationalisez la communication pour accélérer les cycles de vente et obtenir des résultats. - Visualisation des ventes : Obtenez des informations en temps réel sur votre pipeline de vente, permettant des décisions basées sur les données pour réussir. - Automatisation qui fait gagner du temps : Libérez votre équipe des tâches répétitives, leur permettant de se concentrer sur la conclusion des affaires et la satisfaction des clients. - Rejoignez des milliers d'utilisateurs satisfaits qui ont transformé leurs processus de vente avec NinjaPipe. Téléchargez maintenant pour booster vos ventes et cultiver la fidélité des clients comme jamais auparavant ! **Average Rating:** 4.6/5.0 **Total Reviews:** 15 #### How Do G2 Users Rate NinjaPipe? - **the product a-t-il été un bon partenaire commercial?:** 9.3/10 (Category avg: 8.9/10) - **Capacité de flux de travail:** 9.3/10 (Category avg: 8.5/10) - **Gestion des contacts et des comptes:** 9.2/10 (Category avg: 8.7/10) - **Opportunité & Gestion des pipelines:** 9.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind NinjaPipe? - **Vendeur:** [NinjaPipe](https://www.g2.com/fr/sellers/ninjapipe) - **Site Web de l'entreprise:** www.ninjapipe.com - **Emplacement du siège social:** N/A - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing et publicité - **Company Size:** 93% Small, 7% Medium #### What Do G2 Reviewers Say About NinjaPipe? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs apprécient le **support client réactif** de NinjaPipe, garantissant que l'assistance est toujours disponible pour les demandes de renseignements. - Les utilisateurs apprécient les **nombreuses options de personnalisation** de NinjaPipe, s'adaptant parfaitement à leurs besoins commerciaux uniques. - Les utilisateurs louent l' **interface facile à utiliser** de NinjaPipe, réduisant considérablement le temps de formation pour les nouveaux utilisateurs. - Les utilisateurs apprécient l' **intégration transparente** de NinjaPipe avec les flux de travail existants, améliorant ainsi la productivité et l'efficacité globales. - Les utilisateurs trouvent que NinjaPipe est une **solution abordable** avec des outils polyvalents de CRM et d'automatisation des ventes pour toutes les entreprises. ##### Cons - Les utilisateurs trouvent que **le suivi des e-mails et l'accessibilité des détails sont insuffisants** dans NinjaPipe, compliquant leur expérience utilisateur. - Les utilisateurs trouvent **la navigation difficile** dans NinjaPipe, ayant besoin d'explorer pour des détails spécifiques comme les journaux de communication. - Les utilisateurs trouvent le **suivi des e-mails inadéquat** et souhaitent une meilleure visibilité des journaux de communication dans le CRM. - Les utilisateurs trouvent que les **fonctionnalités de suivi des e-mails sont insuffisantes** , nécessitant une meilleure intégration avec les journaux de communication dans le CRM. - Les utilisateurs trouvent que **l'expertise requise** pour les capacités de l'API de NinjaPipe est un défi en raison des options de personnalisation limitées. #### What Are Recent G2 Reviews of NinjaPipe? **["Le meilleur CRM pour toute entreprise ayant une gamme diversifiée et étendue de besoins !"](https://www.g2.com/fr/survey_responses/ninjapipe-review-13173052)** **Rating:** 5.0/5.0 stars _— Twyla E._ [Read full review](https://www.g2.com/fr/survey_responses/ninjapipe-review-13173052) **["Partenaire CRM solide pour lancer une opération de franchise immobilière nationale aux Philippines"](https://www.g2.com/fr/survey_responses/ninjapipe-review-13173136)** **Rating:** 5.0/5.0 stars _— Robb S._ [Read full review](https://www.g2.com/fr/survey_responses/ninjapipe-review-13173136) ### [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) ### [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? **["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) **["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) ### [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/fr/products/mothernode/reviews) Mothernode CRM est un CRM tout-en-un qui combine des fonctionnalités riches et une efficacité souvent trouvées dans des logiciels CRM plus coûteux. Augmentez la productivité et les revenus avec des fonctionnalités qui font gagner du temps et qui se concentrent sur la gestion de la clientèle, l'automatisation de la force de vente et l'automatisation du marketing. Spécialement conçu pour les entreprises cherchant à s'organiser et à se développer, Mothernode est le seul CRM à offrir des modules d'expansion comme les commandes de vente, les bons de commande, la facturation, les devis et plus encore, permettant au logiciel d'offrir plus de capacités à mesure que les besoins de votre entreprise s'élargissent, fournissant une solution unique pour tous vos besoins CRM. Votre équipe de vente, vos gestionnaires de comptes et votre équipe de service client apprécieront la facilité d'adoption et d'utilisation de ce logiciel. L'application intuitive fournit toutes les activités et l'historique de vos clients dans une interface simple. Basé dans le cloud, Mothernode CRM est accessible depuis n'importe quel ordinateur ou appareil mobile, partout dans le monde avec une connexion Internet. Mothernode CRM soutient la direction ainsi que leurs équipes de vente et de service client avec des rapports détaillés sur l'historique des communications avec les clients et l'activité actuelle. L'analyse des données de l'historique de contact client peut aider à guider votre équipe marketing dans la création de messages marketing spécialisés pour des segments de votre clientèle, résultant en une plus grande collaboration entre les différents départements de votre organisation. Cette collaboration accrue se traduit par une expérience client plus cohérente sur tous les canaux, aidant à renforcer la fidélité à la marque et à augmenter la rétention des clients. Mothernode CRM s'intègre également à un certain nombre d'applications logicielles populaires, y compris GMail et Outlook. L'intégration avec Outlook vous permet de synchroniser vos calendriers et contacts afin de rester organisé et de suivre toutes vos activités importantes. L'intégration avec Quickbooks vous permet de surveiller les dépenses et les revenus de vos départements de vente, de service client et de marketing et d'exporter ces données directement dans votre logiciel de comptabilité. Avec tout le temps et les efforts économisés grâce à l'utilisation de Mothernode CRM, vous pouvez vous concentrer davantage sur le développement de stratégies globales pour la croissance et le développement de votre entreprise. **Average Rating:** 4.5/5.0 **Total Reviews:** 40 #### How Do G2 Users Rate Mothernode? - **the product a-t-il été un bon partenaire commercial?:** 9.7/10 (Category avg: 8.9/10) - **Capacité de flux de travail:** 7.5/10 (Category avg: 8.5/10) - **Gestion des contacts et des comptes:** 8.9/10 (Category avg: 8.7/10) - **Opportunité & Gestion des pipelines:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Mothernode? - **Vendeur:** [Mothernode](https://www.g2.com/fr/sellers/mothernode) - **Année de fondation:** 2009 - **Emplacement du siège social:** Irving, TX - **Twitter:** @Mothernode 267 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn® #### Who Uses This Product? - **Top Industries:** Architecture et planification, Construction - **Company Size:** 50% Small, 48% Medium #### What Are Recent G2 Reviews of Mothernode? **["Une plateforme tout-en-un pour mener à bien vos opérations CRM efficacement."](https://www.g2.com/fr/survey_responses/mothernode-review-4506667)** **Rating:** 4.0/5.0 stars _— Utilisateur vérifié à Automobile_ [Read full review](https://www.g2.com/fr/survey_responses/mothernode-review-4506667) **["Logiciel adaptatif - Évolue avec votre équipe"](https://www.g2.com/fr/survey_responses/mothernode-review-3814810)** **Rating:** 5.0/5.0 stars _— Jessica W._ [Read full review](https://www.g2.com/fr/survey_responses/mothernode-review-3814810) #### What Are G2 Users Discussing About Mothernode? - [À quoi sert Mothernode ?](https://www.g2.com/fr/discussions/what-is-mothernode-used-for) ### [NetHunt CRM](https://www.g2.com/fr/products/nethunt-crm/reviews) NetHunt est un outil d'automatisation des ventes qui vit littéralement à l'intérieur de votre Gmail et d'autres applications Google Workspace. Il aide les équipes de vente à gérer les prospects, à entretenir les relations avec les clients, à surveiller la progression des ventes et à conclure plus d'affaires. Les entreprises croissent x5 avec NetHunt CRM, consultez les témoignages de clients - https://nethunt.com/case-studies 🥇 Partenaire Google Cloud 🥇 Programme d'évaluation de la sécurité Google réussi Nous avons construit la meilleure intégration CRM avec Gmail permettant une fonctionnalité CRM à 100% depuis Gmail. ✅ Plus besoin de changer d'onglet ✅ Plus de saisie de données ✅ Tout est au même endroit ✅ Dans une interface familière, au sein d'une application que vous utilisez quotidiennement Regardez notre démo : https://youtu.be/wD-tjeX6x\_s Consultez le Centre d'aide : https://help.nethunt.com/en/ PLUS SUR NETHUNT CRM 🙂 Organisez votre base de clients Utilisez les fonctionnalités CRM de base dans NetHunt pour organiser votre base de clients de la manière la plus efficace. ✓ Dites adieu à la saisie de données fastidieuse pour toujours. ✓ Utilisez la fonction de prévention des doublons de NetHunt pour garder vos données propres en tout temps. ✓ La fonction de champs obligatoires surveille vos données pour s'assurer que vous avez ce dont vous avez besoin. ✓ Votre base de clients est stockée en toute sécurité en un seul endroit, protégée des fuites ou des regards indiscrets par une gestion appropriée des accès. 📞 Capturez de nouveaux prospects via plusieurs canaux NetHunt CRM est intégré à plusieurs outils qui vous permettent d'obtenir de nouveaux prospects à partir de différentes sources et de stocker la communication dans les enregistrements CRM. ✓ Créez de nouveaux prospects à partir d'appels entrants et sortants ✓ Transformez les chats de site web en nouveaux prospects ✓ Obtenez de nouveaux prospects à partir des plateformes de médias sociaux ✓ Ajoutez de nouveaux prospects au CRM à partir des messageries ✓ Capturez des prospects à partir de formulaires web personnalisés 📋 Segmentez les prospects et la base de clients Décomposez votre base de clients en segments ciblés pour envoyer des propositions personnalisées en utilisant divers macros - titre de poste, besoin, taille de l'entreprise et plus encore. ✓ Utilisez des filtres et des vues personnalisés pour segmenter vos contacts. ✓ Enregistrez un nombre illimité de segments pour vous-même ou partagez-les avec l'équipe. ✓ Faites en sorte que ces segments soient mis à jour automatiquement lorsque de nouveaux utilisateurs correspondent à certains paramètres. 💲 Construisez un pipeline de ventes Transformez les contacts en prospects et poussez-les dans le pipeline beau et fonctionnel. ✓ Ajoutez de nouvelles affaires, leur valeur, la probabilité de clôture et la date de clôture prévue. ✓ Suivez la progression des affaires à travers les étapes du pipeline. ✓ Connaissez le revenu bloqué à chaque étape du pipeline ✓ Repérez les prospects bloqués et comment les pousser vers l'achat. ✓ Créez un ou plusieurs pipelines personnalisés pour vos produits et services. ✓ Construisez des prévisions auxquelles vous pouvez faire confiance. ⭕ Gérez les tâches Organisez votre journée de travail et gérez la charge de travail de votre équipe. Tout cela dans Gmail. ✓ Gérez les tâches et collaborez avec votre équipe à l'intérieur de Gmail. ✓ Assignez des tâches automatiquement selon certains critères ou un algorithme de tour de rôle. ✓ Liez les tâches aux emails et aux enregistrements CRM. ✓ Recevez un résumé quotidien des tâches pour planifier votre journée. 🤖 Automatisez les processus de vente dans Gmail NetHunt CRM permet aux utilisateurs d'automatiser l'ensemble du processus de vente – de la capture des prospects à l'étape du pipeline des affaires aux notifications. ✓ Capturez des prospects à partir de différentes sources et ajoutez-les dans votre CRM. ✓ Assignez des gestionnaires aux prospects et configurez des réponses automatiques personnalisées. ✓ Priorisez les prospects automatiquement en fonction de leur comportement ✓ Définissez des séquences pour nourrir les prospects. ✓ Liez automatiquement les conversations par email, les chats, les appels aux profils CRM. ✓ Ayez un algorithme qui déplace un prospect à l'étape suivante du pipeline en fonction de la réponse du prospect. ✓ Créez des tâches automatiques pour l'équipe. ✓ Configurez des notifications à l'équipe lorsque des changements importants se produisent dans le pipeline. ✓ Automatisez la saisie de données. ✉️ Automatisation des emails ✓ Créez des modèles d'email personnels et partagés dans Gmail. ✓ Rédigez des emails répétitifs facilement et rapidement. ✓ Personnalisez les modèles d'email avec des champs personnalisés. ✓ Utilisez les modèles d'email dans la correspondance quotidienne, les campagnes d'email ou les séquences d'email automatisées. 📩 Suivi des emails Suivez vos ouvertures et clics d'email dans Gmail. ✓ Sachez si, quand et combien de fois le destinataire consulte vos emails en temps réel. ✓ Sachez quand les gens ouvrent vos emails pour fournir des informations à votre équipe. ✓ Priorisez les prospects en fonction du nombre de fois qu'ils ouvrent les emails ou cliquent sur les liens. ✓ Utilisez le suivi des emails pour les emails réguliers, les campagnes d'email et les séquences d'email automatisées. 🔁 Campagnes d'email Envoyez des campagnes d'email et des campagnes de suivi dans Gmail. ✓ Envoyez des campagnes d'email à des segments personnalisés ou à l'ensemble de votre base de clients. ✓ Configurez des emails de suivi pour les campagnes d'email précédentes. ✓ Surveillez les statistiques des campagnes : ouvertures, clics, désabonnements, rebonds et réponses. ✓ Envoyez des campagnes d'email via Gmail, NetHunt SMTP ou votre propre serveur SMTP. 📊 Rapports de vente Suivez les indicateurs clés de l'entreprise et la performance de l'équipe avec des rapports dans NetHunt CRM. ✓ Suivez l'efficacité de l'ensemble de l'équipe et de chaque gestionnaire séparément – le nombre d'emails envoyés, de présentations faites, d'appels passés, etc. ✓ Analysez la croissance de l'entreprise par rapport aux périodes précédentes – le nombre d'affaires conclues ainsi que le revenu généré. ✓ Analysez le revenu en le décomposant par gestionnaire, par produit, par pays, etc. ✓ Suivez l'atteinte de votre quota. ✓ Analysez les raisons de la perte d'affaires. ✓ Construisez une prévision de ventes à laquelle vous pouvez faire confiance. **Average Rating:** 4.6/5.0 **Total Reviews:** 279 #### How Do G2 Users Rate NetHunt CRM? - **the product a-t-il été un bon partenaire commercial?:** 9.3/10 (Category avg: 8.9/10) - **Capacité de flux de travail:** 8.7/10 (Category avg: 8.5/10) - **Gestion des contacts et des comptes:** 9.3/10 (Category avg: 8.7/10) - **Opportunité & Gestion des pipelines:** 9.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind NetHunt CRM? - **Vendeur:** [NetHunt CRM](https://www.g2.com/fr/sellers/nethunt-crm) - **Année de fondation:** 2015 - **Emplacement du siège social:** Kiev - **Twitter:** @nethuntcrm 2,154 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn® #### Who Uses This Product? - **Who Uses This:** PDG, Directeur - **Top Industries:** Marketing et publicité, Technologie de l'information et services - **Company Size:** 79% Small, 17% Medium #### What Do G2 Reviewers Say About NetHunt CRM? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs apprécient la **facilité d'utilisation** de NetHunt CRM, bénéficiant d'une intégration transparente et d'une gestion efficace des flux de travail. - Les utilisateurs apprécient l' **intégration Gmail** de NetHunt CRM, permettant un accès fluide aux discussions et à la gestion des prospects. - Les utilisateurs adorent les **intégrations transparentes** avec GSuite et LinkedIn, améliorant la productivité et l'accessibilité sur toutes les plateformes. - Les utilisateurs adorent l' **intégration transparente** de NetHunt CRM avec GSuite et LinkedIn, améliorant ainsi l'efficacité de leur flux de travail. - Les utilisateurs adorent la **facilité d'intégration** avec GSuite et LinkedIn, ce qui améliore la productivité et simplifie la gestion des prospects. ##### Cons - Les utilisateurs trouvent que la **, nécessitant un temps et une expérience significatifs pour mettre en œuvre efficacement NetHunt CRM.** - Les utilisateurs remarquent des **fonctionnalités manquantes** dans NetHunt CRM, y compris des capacités d'email insuffisantes et des outils de gestion de projet limités. - Les utilisateurs rencontrent des **problèmes d'email** avec NetHunt CRM, y compris des retards, des limites d'envoi, et une configuration de campagne lourde. - Les utilisateurs expriment des préoccupations concernant les **fonctionnalités limitées** , notamment en ce qui concerne les automatisations avancées et les capacités de reporting approfondies. - Les utilisateurs trouvent que **la complexité des fonctionnalités d'automatisation et de reporting** est un défi, nécessitant du temps et des efforts pour être maîtrisée. #### What Are Recent G2 Reviews of NetHunt CRM? **["NetHunt maintient les ventes dans Gmail, rationalisant le CRM, les pipelines et l'engagement client"](https://www.g2.com/fr/survey_responses/nethunt-crm-review-12819919)** **Rating:** 4.0/5.0 stars _— Utilisateur vérifié à Pétrole et énergie_ [Read full review](https://www.g2.com/fr/survey_responses/nethunt-crm-review-12819919) **["Le flux de travail de consultation et le suivi des tâches quotidiennes semblent plus clairs"](https://www.g2.com/fr/survey_responses/nethunt-crm-review-12887155)** **Rating:** 5.0/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/fr/survey_responses/nethunt-crm-review-12887155) #### What Are G2 Users Discussing About NetHunt CRM? - [À quoi sert NetHunt CRM ?](https://www.g2.com/fr/discussions/what-is-nethunt-crm-used-for) - [Que fait NetHunt CRM ?](https://www.g2.com/fr/discussions/what-does-nethunt-crm-do) - 1 comment - [Does Google have a CRM software?](https://www.g2.com/fr/discussions/does-google-have-a-crm-software) - [How does a CRM software work?](https://www.g2.com/fr/discussions/how-does-a-crm-software-work) - 1 comment - [Qu'est-ce que NetHunt CRM ?](https://www.g2.com/fr/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 [Remote Monitoring & Management (RMM) Software](https://www.g2.com/categories/remote-monitoring-management-rmm) [Bot Platforms Software](https://www.g2.com/categories/bot-platforms) [SEO Tools](https://www.g2.com/categories/seo-tools) [Anti Money Laundering Software](https://www.g2.com/categories/anti-money-laundering) [Expense Management Software](https://www.g2.com/categories/expense-management) Similar Categories - [Sales Compensation](/categories/sales-compensation) - [AI Sales Assistant](/categories/ai-sales-assistant) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) - [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i) [Browse CRM Themes](/categories/crm/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated Products classified in the overall CRM category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business CRM category. In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Small Business CRM Software category, a product must have at least 10 reviews left by a reviewer from a small business. Show More * * * ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)