# Best CRM Software for Small Business - Page 7

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,099

### 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
- 122,100+ Authentic Reviews
- 1,099+ 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**

### Coevera

Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-09T04%3A54%3A17Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1841&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%26trk%3Dpublic_post_comment-text&secure%5Btoken%5D=cdce1129f4e68ffbb768ed86ff17f19e6da2cfa18e2811152ffa0813206fc816&secure%5Burl%5D=https%3A%2F%2Fwww.coevera.com%2Fpricing&secure%5Burl_type%5D=paid_promos)

### [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?

**["Orgzit provided senocare with a tailor-made CRM for our healthcare services"](https://www.g2.com/survey_responses/orgzit-review-8618328)**

**Rating:** 4.5/5.0 stars

_— Shakti S._

[Read full review](https://www.g2.com/survey_responses/orgzit-review-8618328)

**["Connecting and searching files made easy for enhanced productivity"](https://www.g2.com/survey_responses/orgzit-review-8641340)**

**Rating:** 5.0/5.0 stars

_— Naveen K._

[Read full review](https://www.g2.com/survey_responses/orgzit-review-8641340)

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

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

### [Formaloo](https://www.g2.com/products/formaloo/reviews)

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 184

#### How Do G2 Users Rate Formaloo?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Formaloo?

- **Seller:** [Formaloo](https://www.g2.com/sellers/formaloo)
- **Year Founded:** 2020
- **HQ Location:** Toronto, CA
- **Twitter:** @formaloo  
670 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e720b9d8db825fafe1d77f84e76a27c5c8f8d934f18658339b7a32ef781f021c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fformaloohq%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Formaloo to be **extremely user-friendly** , effortlessly streamlining form creation and data collection processes.
- Users value the **high flexibility** of Formaloo, enabling quick customization and a powerful, user-friendly experience.
- Users appreciate the **design flexibility** of Formaloo, allowing for tailored forms that align with their brand identity.
- Users find Formaloo's **easy setup** and intuitive interface make it a valuable tool for everyday work.
- Users appreciate the **ease of use** and versatility of Formaloo, making complex form creation straightforward and effective.

##### Cons

- Users often feel the need for **missing features** , such as a native MCP and improved UI for complex tasks.
- Users often face **layout issues** that hinder workflow, especially with a crowded UI and limited element movement.
- Users find the **learning curve challenging** with complex logic functions and a crowded UI in Formaloo.
- Users find the **template management cumbersome** , especially with limited customization and navigation issues that hinder usability.
- Users often struggle with the **crowded dashboard and limited precision** in the logic builder, complicating their workflow.

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

**["Simple, Practical, and Organized Platform for Wellness Forms, Surveys, and Feedback Collection"](https://www.g2.com/survey_responses/formaloo-review-12854720)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/formaloo-review-12854720)

**["Formaloo: Effortless Drag-and-Drop Form Builder with Flexible Workflows"](https://www.g2.com/survey_responses/formaloo-review-13052636)**

**Rating:** 5.0/5.0 stars

_— Muzammil M._

[Read full review](https://www.g2.com/survey_responses/formaloo-review-13052636)

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

- [What is Formaloo used for?](https://www.g2.com/discussions/what-is-formaloo-used-for) - 1 comment, 2 upvotes

### [C2CRM](https://www.g2.com/products/c2crm/reviews)

Clear C2 is a 30-year-old, privately-owned CRM software development company, based in Dallas, TX. Our CRM solution, C2CRM, is robust yet easy to use. Built for companies of all industries and sizes (10-user minimum). A customizable enterprise CRM that will drive sales, manage customer relationships, and automate marketing while streamlining internal processes. Affordable, flexible pricing, and feature-rich.

**Average Rating:** 4.6/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate C2CRM?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind C2CRM?

- **Seller:** [Clear C2, Inc.](https://www.g2.com/sellers/clear-c2-inc)
- **Year Founded:** 1993
- **HQ Location:** Coppell, TX
- **Twitter:** @C2CRM  
699 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93dc101025048330eab47536eecda89def37235e0aa21c461a4389394f394f0d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F141936%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 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

### [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?

**["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)

**["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)

#### 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

### [Workbooks](https://www.g2.com/products/workbooks/reviews)

Workbooks is a cloud-based Customer Relationship Management (CRM) solution designed specifically for midmarket firms seeking to streamline their business processes and enhance customer engagement. This comprehensive platform integrates various aspects of business operations, allowing organizations to manage their sales, marketing, and customer service functions from a single interface. By combining advanced software capabilities with exceptional consultancy, implementation, and support services, Workbooks aims to deliver a seamless experience for its users. Targeted at midmarket companies, Workbooks addresses the unique challenges these organizations face, such as resource constraints and the need for scalable solutions. The platform is particularly beneficial for businesses looking to improve their customer relationships and operational efficiency without the complexities often associated with larger CRM systems. Workbooks is designed to cater to a diverse range of industries, making it a versatile choice for firms that require a tailored approach to CRM. One of the standout features of Workbooks is its co-funded implementation model, which significantly reduces the cost and risk associated with CRM projects. This approach not only makes the software more accessible but also ensures that businesses receive the necessary support during the setup process. By working closely with clients, Workbooks delivers a customized CRM solution that aligns with specific business needs, all while maintaining an off-the-shelf price point. This unique offering allows organizations to benefit from a tailored system without the financial burden typically associated with bespoke software development. In addition to its cost-effective implementation, Workbooks provides a range of key features that enhance its functionality. Users can expect robust tools for sales automation, marketing campaign management, customer service tracking, project and task management, and sales order processing. The platform also includes advanced reporting and analytics capabilities, enabling businesses to gain valuable insights into their operations and customer interactions. This data-driven approach empowers organizations to make informed decisions and optimize their strategies for better outcomes. The Workbooks platform is powered by AI agents which can be automated via workflows to boost productivity and help drive greater revenue growth. Overall, Workbooks stands out in the CRM landscape by offering a comprehensive solution that combines powerful software with dedicated support services. Its focus on midmarket firms, cost-effective implementation, and customizable features makes it an attractive option for businesses looking to enhance their customer relationship management efforts. By integrating various business functions into a single platform, Workbooks helps organizations improve efficiency, reduce operational risks, and ultimately drive growth.

**Average Rating:** 4.3/5.0

**Total Reviews:** 535

#### How Do G2 Users Rate Workbooks?

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

#### Who Is the Company Behind Workbooks?

- **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks)
- **Company Website:** www.Workbooks.com
- **Year Founded:** 2009
- **HQ Location:** Reading, Berkshire
- **Twitter:** @Workbooks  
2,702 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d79783bcf88166402cb5cea759d7a4f8bf066bc96806c6d2280bdda33f6abd0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F225937%2F&secure%5Burl_type%5D=linkedin_company_website)  
69 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Managing Director, Director
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 60% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients.
- Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency.
- Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance.
- Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs.
- Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making.

##### Cons

- Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features.
- Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility.
- Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency.
- Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks.
- Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently.

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

**["Easy Customer Management That Boosts Teamwork and Productivity"](https://www.g2.com/survey_responses/workbooks-review-12870050)**

**Rating:** 4.0/5.0 stars

_— Jeni J._

[Read full review](https://www.g2.com/survey_responses/workbooks-review-12870050)

**["CRM, projects, marketing, and reporting all in one flow"](https://www.g2.com/survey_responses/workbooks-review-12403469)**

**Rating:** 5.0/5.0 stars

_— Kumail R._

[Read full review](https://www.g2.com/survey_responses/workbooks-review-12403469)

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

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

### [Goals.com](https://www.g2.com/products/goals-com/reviews)

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

**Average Rating:** 4.9/5.0

**Total Reviews:** 26

#### How Do G2 Users Rate Goals.com?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Goals.com?

- **Seller:** [Goals.com](https://www.g2.com/sellers/goals-com)
- **Year Founded:** 2023
- **HQ Location:** Minneapolis, MN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea45488f146fe26a8d12e35941258adc4efd7c1f9eb51bf67863657f4821b06b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgoals-com%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Goals.com?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Goals.com to be **easy to adopt** , facilitating a smooth transition into their roles and responsibilities.
- Users find Goals.com to be an **easy-to-learn platform** , making adoption seamless even for newcomers.
- Users find Goals.com to be **easy to adopt** , making it seamless for new users to integrate quickly.
- Users find the **easy access** of Goals.com beneficial for quickly adapting to new roles and systems.

##### Cons

- Users face **redundancy in notifications** , receiving multiple alerts that may not be necessary for those frequently using the portal.
- Users experience **redundancy in notifications** , finding email alerts unnecessary when the portal is already open.

#### What Are Recent G2 Reviews of Goals.com?

**["Tremendous utility"](https://www.g2.com/survey_responses/goals-com-review-10397714)**

**Rating:** 4.5/5.0 stars

_— Lucas G._

[Read full review](https://www.g2.com/survey_responses/goals-com-review-10397714)

**["Goals.com nails it"](https://www.g2.com/survey_responses/goals-com-review-10025411)**

**Rating:** 4.5/5.0 stars

_— Bryce T._

[Read full review](https://www.g2.com/survey_responses/goals-com-review-10025411)

### [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)  
19 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)

### [NinjaPipe](https://www.g2.com/products/ninjapipe/reviews)

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate NinjaPipe?

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

#### Who Is the Company Behind NinjaPipe?

- **Seller:** [NinjaPipe](https://www.g2.com/sellers/ninjapipe)
- **Company Website:** www.ninjapipe.com
- **Year Founded:** 2022
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd2f6ce256a3168613edbe5be7dcd2c55fca5129db6f448d16c3e264b581f6fc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fninjapipe&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 94% Small, 6% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **responsive customer support** of NinjaPipe, ensuring assistance is always available for inquiries.
- Users value the **extensive customization options** of NinjaPipe, perfectly adapting to their unique business needs.
- Users commend the **easy-to-use interface** of NinjaPipe, significantly reducing training time for new users.
- Users value the **seamless integration** of NinjaPipe with existing workflows, enhancing overall productivity and efficiency.
- Users find NinjaPipe to be an **affordable solution** with versatile CRM and sales automation tools for all businesses.

##### Cons

- Users find the **email tracking and details accessibility lacking** in NinjaPipe, complicating their user experience.
- Users find **difficult navigation** in NinjaPipe, needing to explore for specific details like communication logs.
- Users find the **email tracking inadequate** and wish for improved visibility of communication logs within the CRM.
- Users find the **email tracking features lacking** , needing better integration with communication logs in the CRM.
- Users find the **expertise required** for NinjaPipe's API capabilities a challenge due to limited customization options.

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

**["All-in-One Sales Platform with Easy Setup, Solid Automations, and Great Lifetime Value"](https://www.g2.com/survey_responses/ninjapipe-review-13204930)**

**Rating:** 4.0/5.0 stars

_— Eric G._

[Read full review](https://www.g2.com/survey_responses/ninjapipe-review-13204930)

**["Solid CRM partner for launching a national real estate franchise operation in the Philippines"](https://www.g2.com/survey_responses/ninjapipe-review-13173136)**

**Rating:** 5.0/5.0 stars

_— Robb S._

[Read full review](https://www.g2.com/survey_responses/ninjapipe-review-13173136)

### [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)

#### 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)

### [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)

### [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

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

With Friday's easy-to-use interface, you can organize all your contacts, deals, and tasks in one place. Seamlessly integrate with Gmail to sync email and calendar. Capture emails, calls, meetings, and deal statuses automatically. Friday CRM makes software simple for small teams. Key Features: 100% free for up to 100 users Contact management Deal pipeline tracking Task organization Gmail integration Calendar sync Call logging Team collaboration Take control of your customer relationships in minutes. Sign up for Friday's free CRM today!

**Average Rating:** 4.4/5.0

**Total Reviews:** 86

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

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10)

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

- **Seller:** [Friday CRM](https://www.g2.com/sellers/friday-crm)
- **HQ Location:** Hollywood, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fc2787676f8905c960cf0fe91381c9eb4468aa8c63821a00df833d03390fdfe8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffridaycrm%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Non-Profit Organization Management, Construction
- **Company Size:** 97% Small, 3% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Friday CRM, finding it simple and quick to learn for record keeping.
- Users appreciate the **thorough features** of Friday CRM, allowing for customization and seamless integration with other tools.
- Users appreciate the **user-friendly interface** of Friday CRM, making information retrieval and record keeping effortless.
- Users appreciate the **easy setup** of Friday CRM, finding it simple to implement and customize for their needs.
- Users appreciate the **seamless email integration** with Gmail, enhancing their CRM experience with customization and ease of use.

##### Cons

- Users note the **missing features** in Friday CRM, particularly lacking project management and built-in marketing tools.
- Users face **integration issues** with Friday CRM, particularly with Gmail and mobile-friendly features for deals.
- Users feel the **information provided is insufficient** , making it challenging to utilize features like reports and birthday functions.
- Users are frustrated by the **limited customization** options in Friday CRM, wishing for more filters and tailored features.
- Users note the **lack of marketing features** and express dissatisfaction with the company size field in Friday CRM.

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

**["rough start but now going well"](https://www.g2.com/survey_responses/friday-crm-review-10989378)**

**Rating:** 4.5/5.0 stars

_— Michael T._

[Read full review](https://www.g2.com/survey_responses/friday-crm-review-10989378)

**["Robust, Feature-Full, and Easy to Use"](https://www.g2.com/survey_responses/friday-crm-review-12254321)**

**Rating:** 5.0/5.0 stars

_— Verified User in Retail_

[Read full review](https://www.g2.com/survey_responses/friday-crm-review-12254321)

### [VobeSoft](https://www.g2.com/products/vobesoft/reviews)

VobeSoft is the modular platform for your work. Configure databases, automations, and views to streamline and optimize your operations—all within one flexible system. Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used.

**Average Rating:** 4.6/5.0

**Total Reviews:** 42

#### How Do G2 Users Rate VobeSoft?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind VobeSoft?

- **Seller:** [VobeSoft](https://www.g2.com/sellers/vobesoft)
- **Year Founded:** 2011
- **HQ Location:** s-Hertogenbosch, North Brabant
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=469c5a49c3bbe947413336de34366dfd55c270a8352935f3fd0a340f24692e3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvobesoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance, Financial Services
- **Company Size:** 60% Small, 37% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of VobeSoft, highlighting its flexibility and straightforward setup for custom needs.
- Users value the **easy customization** of VobeSoft, appreciating its flexibility and adaptability to their unique needs.
- Users highlight the **flexibility and customization** of VobeSoft, making it ideal for diverse organizational needs.
- Users value the **flexible customizability** of VobeSoft, which adapts effortlessly to their unique business needs.
- Users appreciate the **flexibility and customization** of VobeSoft, allowing for easy adaptation to specific business needs.

##### Cons

- Users note the **steep learning curve** with VobeSoft, requiring time to master data modeling and application usage.

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

**["Easy to use, configurable and great customer service"](https://www.g2.com/survey_responses/vobesoft-review-9041705)**

**Rating:** 5.0/5.0 stars

_— Steven L._

[Read full review](https://www.g2.com/survey_responses/vobesoft-review-9041705)

**["intuitive, adaptable, reliable and flexible"](https://www.g2.com/survey_responses/vobesoft-review-9881279)**

**Rating:** 4.5/5.0 stars

_— Verified User in Alternative Dispute Resolution_

[Read full review](https://www.g2.com/survey_responses/vobesoft-review-9881279)

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

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

### [Mothernode](https://www.g2.com/products/mothernode/reviews)

Mothernode CRM is an all-in-one CRM that combines rich features and efficiency often found in more expensive CRM software. Increase productivity and revenue with timesaving features that focus on customer management, salesforce automation, and marketing automation. Specifically designed for businesses looking to get organized and grow, Mothernode is the only CRM to offer expansion modules like sales orders, purchase orders, invoicing, quotes and more, enabling the software to offer more capabilities as your business needs expand, delivering a one-stop solution for all your CRM needs. Your sales team, account managers and customer service team will love how easy this software is to adopt and use. The intuitive application delivers all your client's activities and history in one simple interface. Based in the cloud, Mothernode CRM is accessible from any computer or mobile device, anywhere in the world with an Internet connection. Mothernode CRM supports management and their sales and customer service teams with detailed reporting about the history of client communications and current activity. Analyzing the data from your customer contact history can help guide your marketing team in creating specialized marketing messages for segments of your clientele, resulting in greater collaboration between the various departments of your organization. This increased collaboration results in a more consistent customer experience across all channels, helping to build brand loyalty and increase customer retention. Mothernode CRM also integrates with a number of popular software applications, including GMail and Outlook. Outlook integration allows you to synchronize your calendars and contacts so you can stay organized and on top of all your important activity. Integration with Quickbooks allows you to monitor spending and revenue from your sales, customer service, and marketing departments and export that data directly into your accounting software. With all of the time and effort saved through using Mothernode CRM, you can focus more on developing big-picture strategies for growing and developing your business.

**Average Rating:** 4.5/5.0

**Total Reviews:** 40

#### How Do G2 Users Rate Mothernode?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Mothernode?

- **Seller:** [Mothernode](https://www.g2.com/sellers/mothernode)
- **Year Founded:** 2009
- **HQ Location:** Irving, TX
- **Twitter:** @Mothernode  
267 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1f043c6ee0355c7331aee3289d736db3bfc52ddde89ff428a870afd555ee86d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F693754%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Architecture & Planning, Construction
- **Company Size:** 50% Small, 48% Medium

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

**["An all-in-one platform to carry out your CRM operations effectively."](https://www.g2.com/survey_responses/mothernode-review-4506667)**

**Rating:** 4.0/5.0 stars

_— Verified User in Automotive_

[Read full review](https://www.g2.com/survey_responses/mothernode-review-4506667)

**["Adaptive Software - Grows Alongside Your Team"](https://www.g2.com/survey_responses/mothernode-review-3814810)**

**Rating:** 5.0/5.0 stars

_— Jessica W._

[Read full review](https://www.g2.com/survey_responses/mothernode-review-3814810)

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

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

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

Prospect, the #1 Stock-Aware CRM, is perfect for growing Wholesale, Distributor and Manufacturing businesses. Sell more, in less time, every time - with Prospect CRM! As part of the ERP division at The Access Group, Prospect CRM is delivered to more than 5,000 SME users worldwide. Stock-Aware CRM combines the best of traditional CRM – Marketing, Sales Pipelines and Customer Service Management – with the reality of selling B2B products – quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking...to ensure your sales and service teams are fully Stock-Aware.

**Average Rating:** 4.6/5.0

**Total Reviews:** 97

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

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

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

- **Seller:** [ProspectSoft](https://www.g2.com/sellers/prospectsoft)
- **Year Founded:** 2000
- **HQ Location:** Loughborough, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=315425f48cf87d97b11f52073e75a7aae972cfab82699b3bbe9358dd9051060c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F128923%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Wholesale, Food Production
- **Company Size:** 78% Small, 18% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Prospect CRM, which simplifies database management and enhances workflow efficiency.
- Users value the **easy setup** of Prospect CRM, which enhances workflow efficiency and simplifies report generation.
- Users value the **efficiency** of Prospect CRM, facilitating smooth operations and effective report generation.
- Users value the **extensive features** of Prospect CRM, appreciating its customizable workflows and detailed sales reports.
- Users value the **organization efficiency** of Prospect CRM, which simplifies reporting and streamlines workflow effectively.

##### Cons

- Users report significant **integration issues** with Prospect CRM, leading to difficulties connecting with essential apps and services.
- Users express frustration over the **missing features** in Prospect CRM, limiting its effectiveness for B2B and B2C needs.
- Users express frustration with **deceptive sales promises** , highlighting poor support and lack of valuable features in Prospect CRM.
- Users report significant **connectivity issues** with Prospect CRM, including poor integration and syncing that hampers functionality.
- Users find **feature issues** with Prospect CRM, as promised functionalities lag behind real-world performance and integration.

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

**["Keeping Tasks, Activities, and Follow-Ups Better Organized"](https://www.g2.com/survey_responses/prospect-crm-review-12896270)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/prospect-crm-review-12896270)

**["Streamlines B2B Sales with Strong German Market Fit"](https://www.g2.com/survey_responses/prospect-crm-review-12503853)**

**Rating:** 4.0/5.0 stars

_— Darcus B._

[Read full review](https://www.g2.com/survey_responses/prospect-crm-review-12503853)

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

- [What is Prospect CRM used for?](https://www.g2.com/discussions/what-is-prospect-crm-used-for)
- [How much does workflow max cost?](https://www.g2.com/discussions/how-much-does-workflow-max-cost)
- [What is a CRM tracking system?](https://www.g2.com/discussions/what-is-a-crm-tracking-system)
- [What is the best free CRM software?](https://www.g2.com/discussions/what-is-the-best-free-crm-software)
- [What are the features of CRM software?](https://www.g2.com/discussions/prospect-crm-what-are-the-features-of-crm-software)

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