# Best CRM Software for Small Business - Page 8 ## 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** ### JSCAPE MFT Server JSCAPE by Redwood is a secure managed file transfer (MFT) software designed for enterprise IT and security teams that need to consolidate file transfer infrastructure, meet strict compliance requirements and maintain full visibility over every file movement. It replaces fragmented tools and manual processes with one automated, scalable solution across internal systems, trading partners and cloud environments. The solution is primarily used at large enterprises in financial services, healthcare, manufacturing, government and other regulated industries. JSCAPE supports the broadest range of file transfer protocols available in a single MFT solution — SFTP, FTP/S, HTTP/S, AS2, OFTP2, WebDAV and more — and deploys on any platform in any environment: on-premises, cloud, hybrid, containerized or SaaS. Key features and capabilities include: – Security posture backed by active third-party certifications other MFT providers don't typically hold, including SOC 2 Type 1 and Type 2, ISO 27001, Drummond Certified™, and FIPS 140-2 and 140-3 validated encryption. – Quarterly penetration testing, annual third-party audits, full audit trails, MFA, SSO/SAML and DMZ proxy capabilities. – 100+ no-code and low-code workflow templates for trigger-based, event-driven and time-based automations. – Native integrations for AWS, Microsoft Azure, Google Cloud, IBM Cloud, CyberArk, Dropbox, RunMyJobs and more. REST API and Open API support extend connectivity to any enterprise system. – Automated failover, load balancing and active-active server redundancy, with proactive load testing and network scanning. – 24/7/365 technical support via phone, email and web, with a 95.9% customer satisfaction rating and 8-minute median response time across all priority levels, included in every plan at no additional cost. JSCAPE is also part of Redwood Software, the leading orchestration platform for the enterprise, driving business transformation at the lowest total cost of ownership. Backed by 30 years of experience, the trust of more than 50% of the Fortune 50 and a culture of customer obsession, Redwood unleashes the human potential in your enterprise to focus on innovation, growth and what’s next. [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=2026-08-01T18%3A53%3A40Z&secure%5Bdisplayable_resource_id%5D=1535&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=122228&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=122228&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%3D8&secure%5Btoken%5D=31c10d3d53832c893b8735d27fbd9ba633df9a53579f8924e2aa64bb10fabbf3&secure%5Burl%5D=https%3A%2F%2Fmft.jscape.com%2Flp%2Fjscape%3Futm_source%3Dg2%26utm_medium%3Dlisting%26utm_campaign%3Dg2-clicks%26utm_content%3Dbook-demo&secure%5Burl_type%5D=book_demo) ### [Prospect CRM](https://www.g2.com/fr/products/prospect-crm/reviews) Prospect, le CRM conscient des stocks n°1, est parfait pour les entreprises de gros, de distribution et de fabrication en croissance. Vendez plus, en moins de temps, à chaque fois - avec Prospect CRM ! Dans le cadre de la division ERP du groupe Access, Prospect CRM est livré à plus de 5 000 utilisateurs PME dans le monde entier. Le CRM conscient des stocks combine le meilleur du CRM traditionnel – marketing, pipelines de vente et gestion du service client – avec la réalité de la vente de produits B2B – devis, commandes, gestion des stocks, tarification spéciale, commandes en attente, informations sur les produits et même contrats, numéros de série et suivi des actifs... pour garantir que vos équipes de vente et de service soient pleinement conscientes des stocks. **Average Rating:** 4.6/5.0 **Total Reviews:** 97 #### How Do G2 Users Rate Prospect CRM? - **the product a-t-il été un bon partenaire commercial?:** 9.3/10 (Category avg: 8.9/10) - **Capacité de flux de travail:** 8.9/10 (Category avg: 8.5/10) - **Gestion des contacts et des comptes:** 8.7/10 (Category avg: 8.7/10) - **Opportunité & Gestion des pipelines:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Prospect CRM? - **Vendeur:** [ProspectSoft](https://www.g2.com/fr/sellers/prospectsoft) - **Année de fondation:** 2000 - **Emplacement du siège social:** Loughborough, GB - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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) 20 employés sur LinkedIn® #### Who Uses This Product? - **Top Industries:** Vente en gros, Production alimentaire - **Company Size:** 78% Small, 18% Medium #### What Do G2 Reviewers Say About Prospect CRM? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs apprécient la **facilité d'utilisation** de Prospect CRM, qui simplifie la gestion de la base de données et améliore l'efficacité du flux de travail. - Les utilisateurs apprécient la **facilité d'installation** de Prospect CRM, qui améliore l'efficacité du flux de travail et simplifie la génération de rapports. - Les utilisateurs apprécient l' **efficacité** de Prospect CRM, facilitant des opérations fluides et une génération de rapports efficace. - Les utilisateurs apprécient les **fonctionnalités étendues** de Prospect CRM, appréciant ses flux de travail personnalisables et ses rapports de vente détaillés. - Les utilisateurs apprécient l' **efficacité organisationnelle** de Prospect CRM, qui simplifie les rapports et rationalise efficacement le flux de travail. ##### Cons - Les utilisateurs signalent des **problèmes d'intégration** importants avec Prospect CRM, entraînant des difficultés à se connecter aux applications et services essentiels. - Les utilisateurs expriment leur frustration face aux **fonctionnalités manquantes** dans Prospect CRM, limitant son efficacité pour les besoins B2B et B2C. - Les utilisateurs expriment leur frustration face aux **promesses de vente trompeuses** , soulignant le mauvais support et le manque de fonctionnalités précieuses dans Prospect CRM. - Les utilisateurs signalent des **problèmes de connectivité** importants avec Prospect CRM, y compris une mauvaise intégration et synchronisation qui entravent la fonctionnalité. - Les utilisateurs rencontrent des **problèmes de fonctionnalités** avec Prospect CRM, car les fonctionnalités promises sont en retard par rapport aux performances réelles et à l'intégration. #### What Are Recent G2 Reviews of Prospect CRM? **["Garder les tâches, les activités et les suivis mieux organisés"](https://www.g2.com/fr/survey_responses/prospect-crm-review-12896270)** **Rating:** 5.0/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/fr/survey_responses/prospect-crm-review-12896270) **["Rationalise les ventes B2B avec une forte adéquation au marché allemand"](https://www.g2.com/fr/survey_responses/prospect-crm-review-12503853)** **Rating:** 4.0/5.0 stars _— Darcus B._ [Read full review](https://www.g2.com/fr/survey_responses/prospect-crm-review-12503853) #### What Are G2 Users Discussing About Prospect CRM? - [À quoi sert Prospect CRM ?](https://www.g2.com/fr/discussions/what-is-prospect-crm-used-for) - [How much does workflow max cost?](https://www.g2.com/fr/discussions/how-much-does-workflow-max-cost) - [What is a CRM tracking system?](https://www.g2.com/fr/discussions/what-is-a-crm-tracking-system) - [What is the best free CRM software?](https://www.g2.com/fr/discussions/what-is-the-best-free-crm-software) - [What are the features of CRM software?](https://www.g2.com/fr/discussions/prospect-crm-what-are-the-features-of-crm-software) ### [VipeCloud](https://www.g2.com/fr/products/vipecloud/reviews) Vous ne gagnerez pas si vos équipes n'utilisent pas vos outils. La solution d'acquisition de clients de VipeCloud est réellement utilisée et appréciée par les équipes qui développent leurs entreprises. ► Nous capturons automatiquement les données lorsque c'est possible, minimisons la saisie manuelle pour les commerciaux, et sommes toujours capables de fournir aux responsables des ventes les données dont ils ont besoin. ► VipeCloud est intuitif à utiliser, la migration est simplifiée, et la formation / le succès client est au cœur de notre culture. ► Nous avons rassemblé une grande variété de capacités pour que votre équipe n'ait qu'un seul système à apprendre, et un seul système pour que les données traversent tout l'entonnoir. Si votre équipe n'utilise pas ce que vous avez, ou si vous envisagez un logiciel de marketing et de vente pour la première fois, VipeCloud vous aidera à gagner. **Average Rating:** 4.7/5.0 **Total Reviews:** 30 #### How Do G2 Users Rate VipeCloud? - **the product a-t-il été un bon partenaire commercial?:** 9.9/10 (Category avg: 8.9/10) - **Gestion des contacts et des comptes:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind VipeCloud? - **Vendeur:** [VipeCloud](https://www.g2.com/fr/sellers/vipecloud) - **Année de fondation:** 2011 - **Emplacement du siège social:** Palo Alto, CA - **Twitter:** @VipeCloud 228 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3f151b765331ac3740e01f4e0d8b2c93fb649482d49dfbf4f09d3a86dd94c122&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2438740%2F&secure%5Burl_type%5D=linkedin_company_website) 6 employés sur LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing et publicité, Recrutement et dotation - **Company Size:** 97% Small, 3% Medium #### What Are Recent G2 Reviews of VipeCloud? **["Extrêmement positif"](https://www.g2.com/fr/survey_responses/vipecloud-review-3620206)** **Rating:** 5.0/5.0 stars _— Caye H._ [Read full review](https://www.g2.com/fr/survey_responses/vipecloud-review-3620206) **["un CRM simple mais complet ainsi qu'une solution d'emailing en masse personnalisée intégrée avec un compte Gmail"](https://www.g2.com/fr/survey_responses/vipecloud-review-482373)** **Rating:** 5.0/5.0 stars _— Deepak S._ [Read full review](https://www.g2.com/fr/survey_responses/vipecloud-review-482373) #### What Are G2 Users Discussing About VipeCloud? - [What is VipeCloud used for?](https://www.g2.com/fr/discussions/what-is-vipecloud-used-for) ### [Relenta CRM](https://www.g2.com/fr/products/relenta-crm/reviews) CRM par e-mail pour les petites équipes afin de gérer un grand nombre d'interactions avec les clients. **Average Rating:** 4.9/5.0 **Total Reviews:** 20 #### How Do G2 Users Rate Relenta CRM? - **the product a-t-il été un bon partenaire commercial?:** 10.0/10 (Category avg: 8.9/10) - **Capacité de flux de travail:** 7.8/10 (Category avg: 8.5/10) - **Gestion des contacts et des comptes:** 9.5/10 (Category avg: 8.7/10) - **Opportunité & Gestion des pipelines:** 8.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Relenta CRM? - **Vendeur:** [Relenta CRM](https://www.g2.com/fr/sellers/relenta-crm) - **Emplacement du siège social:** Miami, FL - **Twitter:** @relenta 415 abonnés Twitter - **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? - **Company Size:** 86% Small, 14% Medium #### What Are Recent G2 Reviews of Relenta CRM? **["Solution simple pour une petite société de gestion d'actifs"](https://www.g2.com/fr/survey_responses/relenta-crm-review-4141090)** **Rating:** 5.0/5.0 stars _— Melanie P._ [Read full review](https://www.g2.com/fr/survey_responses/relenta-crm-review-4141090) **["C'est un excellent logiciel CRM."](https://www.g2.com/fr/survey_responses/relenta-crm-review-4558685)** **Rating:** 5.0/5.0 stars _— Jessica M._ [Read full review](https://www.g2.com/fr/survey_responses/relenta-crm-review-4558685) #### What Are G2 Users Discussing About Relenta CRM? - [À quoi sert Relenta CRM ?](https://www.g2.com/fr/discussions/what-is-relenta-crm-used-for) ### [Agiled](https://www.g2.com/products/agiled/reviews) Agiled is a business and work management platform which helps users manage their business in one place. Agiled offers CRM, HRM, Financial Management, Projects and Task Management, Contracts and Professional Proposals. Agiled comes with many native Integrations along with Zapier Integration, Integromate Integration, API and Custom Webhooks. With Agiled businesses can stop switching between tools and manage their business in one integrated place. **Average Rating:** 4.7/5.0 **Total Reviews:** 372 #### How Do G2 Users Rate Agiled? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) #### Who Is the Company Behind Agiled? - **Seller:** [ZTABS](https://www.g2.com/sellers/ztabs) - **Year Founded:** 2015 - **HQ Location:** Houston, Texas - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5cc0dbb952210bfbb0e9f676327402d254e5b55baa5321a443b3190ed44eb4bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fztabs%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 7 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 94% Small, 1% Medium #### What Do G2 Reviewers Say About Agiled? _AI-generated summary from verified user reviews_ ##### Pros - Users love Agiled for its **comprehensive project management features** , enhancing productivity and collaboration effortlessly. - Users praise the **awesome customer support** of Agiled, highlighting timely responses and effective assistance. - Users find Agiled's **intuitive interface** enhances productivity, allowing easy navigation for effective project management. - Users value the **efficiency** of Agiled, praising its speed and the ability to manage tasks seamlessly. - Users praise the **flexibility** of Agiled, facilitating seamless integrations and versatility for diverse business needs. ##### Cons - Users note a significant **learning curve** due to the complex interface and extensive features of Agiled. - Users feel that Agiled's **features are limited** , hoping for enhancements in customization and functionality for better usability. - Users are frustrated by **missing essential features** in Agiled, including language support and project management tools. - Users find Agiled's **limited customization** frustrating, especially regarding the kanban board and note-taking features. - Users find Agiled's interface **not intuitive** , highlighting needs for improved usability and additional features. #### What Are Recent G2 Reviews of Agiled? **["Agiled makes business management easy"](https://www.g2.com/survey_responses/agiled-review-12462145)** **Rating:** 4.5/5.0 stars _— Verified User in Public Relations and Communications_ [Read full review](https://www.g2.com/survey_responses/agiled-review-12462145) **["Brandable All-in-One CRM with Great Value"](https://www.g2.com/survey_responses/agiled-review-12643866)** **Rating:** 4.0/5.0 stars _— Ninos H._ [Read full review](https://www.g2.com/survey_responses/agiled-review-12643866) #### What Are G2 Users Discussing About Agiled? - [What is Agiled used for?](https://www.g2.com/discussions/what-is-agiled-used-for) - 1 comment - [What software is used for agile?](https://www.g2.com/discussions/what-software-is-used-for-agile) - 1 comment - [What are the features of agile?](https://www.g2.com/discussions/what-are-the-features-of-agile) - 1 comment - [What are some common features of Agile tools?](https://www.g2.com/discussions/what-are-some-common-features-of-agile-tools) - 1 comment ### [Keap](https://www.g2.com/products/thryv-keap/reviews) Keap is a small business CRM and automation platform designed to grow your profitable business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. The Keap CRM has everything you need to automate your business: lead capture and management, sales automation, marketing automation, email automation and text marketing. **Average Rating:** 3.9/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate Keap? - **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:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Keap? - **Seller:** [Thryv](https://www.g2.com/sellers/thryv) - **Year Founded:** 2012 - **HQ Location:** Dallas, TX - **Twitter:** @thryv 8,415 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27887848e034bb1ec04ffc19993643ac5aba8ec3f47189ab13b2d95d7f950b19&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthryvinc&secure%5Burl_type%5D=linkedin_company_website) 5,883 employees on LinkedIn® - **Ownership:** NASDAQ: THRY #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Professional Training & Coaching - **Company Size:** 72% Small, 24% Medium #### What Do G2 Reviewers Say About Keap? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of automation** in Keap, enabling effective task management and seamless campaign execution. - Users love Keap's **advanced automation features** , enabling efficient management of marketing campaigns and client communication. - Users value the **ease of use** of Keap, praising its intuitive design and seamless setup for managing tasks. - Users appreciate the **automation efficiency** of Keap, simplifying tasks like reminders and client management seamlessly. - Users value the **automation capabilities** of Keap, appreciating its efficiency in managing marketing tasks seamlessly. ##### Cons - Users find Keap's **complexity** challenging, particularly for those with fewer contacts or new to the platform. - Users find Keap to be **quite expensive** compared to competitors, which has led some to seek alternatives. - Users find **lack of flexibility** in Keap, requiring significant effort and resources for effective customization. - Users find the **learning curve steep** with Keap, requiring significant effort to fully utilize its capabilities. - Users find **limitations in flexibility** for invoicing, making it less suitable for small companies or entrepreneurs. #### What Are Recent G2 Reviews of Keap? **["Powerful Automation with Ease, but Pricey"](https://www.g2.com/survey_responses/keap-review-12720086)** **Rating:** 4.5/5.0 stars _— karan k._ [Read full review](https://www.g2.com/survey_responses/keap-review-12720086) **["Seamless Business Automation and CRM Efficiency"](https://www.g2.com/survey_responses/keap-review-12701290)** **Rating:** 4.5/5.0 stars _— SHEMEKA J._ [Read full review](https://www.g2.com/survey_responses/keap-review-12701290) #### What Are G2 Users Discussing About Keap? - [What is KEAP?](https://www.g2.com/discussions/what-is-keap) ### [AllProWebTools](https://www.g2.com/products/allprowebtools/reviews) How would it feel to have an all-in-one solution that gave you access to your entire business with one login? A tool that combines all inventory, customers, leads, emails, tasks and orders between your online shopping cart, in store POS, and mobile devices. One login and one solution to manage content, lead generation and tracking to shipping to order tracking to customer re-engagement and re-marketing. As the first solution to combine an email marketing platform with an ecommerce engine and CRM system, AllProWebTools can provide you with comprehensive reporting that follows your leads and clients from introduction to sale and beyond. By integrating with DropBox, Google Drive and Google Calendar, all of your client related files can be shared and appointment reminders can be sent directly to your smartphone. The sales pipeline will help you track your sales teams efforts and quantify how many leads are being processed. Your sales manager will have better visibility to verify that leads are being followed up with and can coach the sales team to improve. **Average Rating:** 4.8/5.0 **Total Reviews:** 67 #### How Do G2 Users Rate AllProWebTools? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind AllProWebTools? - **Seller:** [AllProWebTools](https://www.g2.com/sellers/allprowebtools) - **Year Founded:** 2009 - **HQ Location:** Fort Collins, CO - **Twitter:** @AllProWebTools 668 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cc26d100036a5ab06ee4b67f0750e4d02c47cf733895d1f385def6945960f977&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3492945%2F&secure%5Burl_type%5D=linkedin_company_website) 8 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising - **Company Size:** 77% Small, 7% Medium #### What Do G2 Reviewers Say About AllProWebTools? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of AllProWebTools, enjoying streamlined workflows and organization in one platform. - Users value the **automation features** of AllProWebTools, enhancing efficiency by consolidating all business tools in one platform. - Users appreciate the **convenient all-in-one interface** that simplifies contact management with easy access to information. - Users appreciate the **convenience of Customer Management** in AllProWebTools, simplifying access to job-related information. - Users find the **intuitive interface** of AllProWebTools highly convenient, centralizing all job information on a single page. ##### Cons - Users find the **learning curve challenging** , with some features lacking intuitiveness and speed during initial use. - Users find the interface **not intuitive** , making navigation and feature accessibility cumbersome and time-consuming. - Users find the **time-consuming nature** of AllProWebTools frustrating, as navigation and reporting can be slower than desired. #### What Are Recent G2 Reviews of AllProWebTools? **["Helpful Tool for Daily Work"](https://www.g2.com/survey_responses/allprowebtools-review-12631027)** **Rating:** 5.0/5.0 stars _— Akshay V._ [Read full review](https://www.g2.com/survey_responses/allprowebtools-review-12631027) **["Centralized Business Solution with a Learning Curve"](https://www.g2.com/survey_responses/allprowebtools-review-12310005)** **Rating:** 4.5/5.0 stars _— Kiyana Faith M._ [Read full review](https://www.g2.com/survey_responses/allprowebtools-review-12310005) #### What Are G2 Users Discussing About AllProWebTools? - [What is AllProWebTools used for?](https://www.g2.com/discussions/what-is-allprowebtools-used-for) ### [vcita](https://www.g2.com/products/vcita/reviews) vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all. **Average Rating:** 4.5/5.0 **Total Reviews:** 79 #### How Do G2 Users Rate vcita? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind vcita? - **Seller:** [vcita](https://www.g2.com/sellers/vcita) - **Year Founded:** 2010 - **HQ Location:** St. Petersburg Florida - **Twitter:** @vCita 1,739 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4c8add0ce36b69183c81d5250f6d26a15ecbe1fcfdedf21fcbf3ea6f4a400ed3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1816111%2F&secure%5Burl_type%5D=linkedin_company_website) 150 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Alternative Medicine, Marketing and Advertising - **Company Size:** 86% Small, 11% Medium #### What Do G2 Reviewers Say About vcita? _AI-generated summary from verified user reviews_ ##### Pros - Users find vCita's **ease of use** exceptional, simplifying client bookings and enhancing schedule management effortlessly. - Users appreciate the **automated reminders and confirmations** that streamline client management and enhance overall efficiency. - Users value the **exceptional customer support** from Vcita, noting quick responses and helpful assistance for their needs. - Users admire the **seamless integration** with websites and calendars, enhancing the booking experience for clients. - Users appreciate the **seamless integrations** with websites and calendars, enhancing appointment booking and client interaction. ##### Cons - Users face **integration issues** with vcita, struggling with syncing calendars and requiring additional apps for task management. - Users express a desire for **missing features** like partial refunds and better integration with task management tools. - Users find vcita **expensive** , needing to upgrade for basic features and facing limits on document uploads. - Users face a **lack of integration** with other services, complicating workflow and task management on vcita. - Users experience significant **linking issues** with vcita, causing confusion and inconsistency between platforms, affecting usability. #### What Are Recent G2 Reviews of vcita? **["Outstanding backend system transformed my business"](https://www.g2.com/survey_responses/vcita-review-9522081)** **Rating:** 5.0/5.0 stars _— Neil D._ [Read full review](https://www.g2.com/survey_responses/vcita-review-9522081) **["A god-send for our non-profit community mental health service"](https://www.g2.com/survey_responses/vcita-review-12206525)** **Rating:** 5.0/5.0 stars _— Verified User in Hospital & Health Care_ [Read full review](https://www.g2.com/survey_responses/vcita-review-12206525) #### What Are G2 Users Discussing About vcita? - [What does Vcita do?](https://www.g2.com/discussions/what-does-vcita-do) - [Does vcita have an app?](https://www.g2.com/discussions/does-vcita-have-an-app) - [How does vcita work?](https://www.g2.com/discussions/how-does-vcita-work) - [What is vcita used for?](https://www.g2.com/discussions/what-is-vcita-used-for) - 1 upvote ### [Clientjoy](https://www.g2.com/products/clientjoy/reviews) Clientjoy is an All in One CRM helping 13000 Agencies & Freelancers across 90 Countries to manage their Sales Pipeline, Contracts, Proposals/Quotes/Estimates, Clients, Payments, Invoices, Mailbox, Appointments, Calendar & run Cold Email Sequences Clientjoy is popularly known as a Productivity OS for Agencies & Freelancers. Clientjoy is majorly popular amongst the following Industries:- 1: Marketing & Advertisement Agencies 2: Digital Freelancers 3: Consultants 4: Coaches 5: Any Services **Average Rating:** 4.6/5.0 **Total Reviews:** 56 #### How Do G2 Users Rate Clientjoy? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Clientjoy? - **Seller:** [Clientjoy](https://www.g2.com/sellers/clientjoy) - **Year Founded:** 2019 - **HQ Location:** Ahmedabad, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b524b3320ad51046b451d9fa5ad63281f1cf99d1736d49b36ffce701a228b4b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclientjoysocial&secure%5Burl_type%5D=linkedin_company_website) 8 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 84% Small, 4% Medium #### What Do G2 Reviewers Say About Clientjoy? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** in Clientjoy, highlighting its user-friendly interface and simple lead management. - Users appreciate the **easy setup** of Clientjoy, finding it effortless to get started and customize as needed. - Users appreciate the **intuitive interface** of Clientjoy, making lead management and setup effortlessly smooth. - Users appreciate the **ease of use** in Clientjoy's lead management, finding the process simple and straightforward. - Users appreciate the **simplicity** of Clientjoy, enjoying its user-friendly interface and effortless lead management. ##### Cons - Users express frustration with **connectivity issues** in Clientjoy, hindering document creation and leading to poor support experiences. - Users express frustration with the **unusable document builder** and lack of support in Clientjoy, affecting productivity. - Users express frustration with the **incomplete information and lack of support** from Clientjoy, affecting their document-building efficiency. - Users express frustration over the **time-consuming document builder** in Clientjoy, hindering efficiency and increasing workload. #### What Are Recent G2 Reviews of Clientjoy? **["Clientjoy is one of a kind"](https://www.g2.com/survey_responses/clientjoy-review-8851794)** **Rating:** 5.0/5.0 stars _— Ashia M._ [Read full review](https://www.g2.com/survey_responses/clientjoy-review-8851794) **["Streamline Your Agency's Lead Management with ClientJoy"](https://www.g2.com/survey_responses/clientjoy-review-8176791)** **Rating:** 4.5/5.0 stars _— Jason P._ [Read full review](https://www.g2.com/survey_responses/clientjoy-review-8176791) #### What Are G2 Users Discussing About Clientjoy? - [What is Clientjoy used for?](https://www.g2.com/discussions/what-is-clientjoy-used-for) ### [FluentCRM](https://www.g2.com/products/fluentsoft-inc-fluentcrm/reviews) FluentCRM is an Email Marketing Automation and CRM Plugin for WordPress. It offers features like lead capturing, contact storing, contact segmentation, email marketing, and marketing automation with granular reporting and analytics. **Average Rating:** 4.6/5.0 **Total Reviews:** 20 #### How Do G2 Users Rate FluentCRM? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind FluentCRM? - **Seller:** [Fluentsoft](https://www.g2.com/sellers/fluentsoft-ddd24712-9945-4cb2-b6ed-90d867db9307) - **Year Founded:** 2007 - **HQ Location:** Sunnyvale, US - **Twitter:** @fluentsoftinc 105 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5bcf9cbf63aaf00fa2c00c56a89c835e8d7a29db21771d3ad5c5dbab36f0b2a6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7971617&secure%5Burl_type%5D=linkedin_company_website) 12 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 80% Small, 10% Large #### What Do G2 Reviewers Say About FluentCRM? _AI-generated summary from verified user reviews_ ##### Cons - Users frequently face **email issues** in FluentCRM, particularly with unreliable unsubscribe options and lack of autosave, causing frustration. - Users express frustration with the **limited features** of FluentCRM, particularly the lack of an autosave function. - Users find FluentCRM to be **not intuitive** , leading to a frustrating user experience and lost work. - Users experience **significant saving issues** with FluentCRM, frequently losing progress due to the lack of an autosave feature. #### What Are Recent G2 Reviews of FluentCRM? **["FluentCRM excellent email marketing tool"](https://www.g2.com/survey_responses/fluentcrm-review-12785157)** **Rating:** 4.5/5.0 stars _— Nicolas G._ [Read full review](https://www.g2.com/survey_responses/fluentcrm-review-12785157) **["FluentCRM Pro: Easy WordPress Integration, Powerful Automations, and Top-Tier Support"](https://www.g2.com/survey_responses/fluentcrm-review-12655970)** **Rating:** 4.5/5.0 stars _— Tonja H._ [Read full review](https://www.g2.com/survey_responses/fluentcrm-review-12655970) #### What Are G2 Users Discussing About FluentCRM? - [Can you automate CRM?](https://www.g2.com/discussions/can-you-automate-crm) - 2 comments - [How do I set up Fluentcrm?](https://www.g2.com/discussions/how-do-i-set-up-fluentcrm) - 1 comment - [How do you use Fluentcrm?](https://www.g2.com/discussions/how-do-you-use-fluentcrm) ### [Vtiger Sales](https://www.g2.com/products/vtiger-sales/reviews) Everything you need to increase sales and manage your team such as find the best leads, understand customers better, boost team productivity, view forecast accurately, win more deals faster, automate repetitive tasks and more. **Average Rating:** 4.2/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate Vtiger Sales? - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind Vtiger Sales? - **Seller:** [Vtiger](https://www.g2.com/sellers/vtiger) - **Year Founded:** 2004 - **HQ Location:** Cupertino, California - **Twitter:** @vtigercrm 2,678 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4add42c905d5c680bf30dcd326fe05bdee0159fdac877f842e73a865e1e945d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1270573%2F&secure%5Burl_type%5D=linkedin_company_website) 246 employees on LinkedIn® - **Phone:** 1-877-784-9277 #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 59% Small, 41% Medium #### What Do G2 Reviewers Say About Vtiger Sales? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **exceptional customer support** of Vtiger Sales, ensuring a seamless transition and effortless setup. - Users value the **automation features** of Vtiger Sales, enhancing efficiency across sales, marketing, and customer support. - Users appreciate the **ease of use** of Vtiger Sales, enjoying effortless integration and smooth migration processes. - Users value the **easy setup** of Vtiger Sales, making transitions smooth and hassle-free with excellent support. - Users highlight the **feature richness** of Vtiger Sales, enjoying seamless integration of sales, marketing, and customer support tools. ##### Cons - Users report **slow support response times** , causing frustration and delays in resolving issues. #### What Are Recent G2 Reviews of Vtiger Sales? **["Unified Sales, Marketing & Support with a Clean, Customizable Interface"](https://www.g2.com/survey_responses/vtiger-sales-review-12478757)** **Rating:** 4.0/5.0 stars _— Verified User in Oil & Energy_ [Read full review](https://www.g2.com/survey_responses/vtiger-sales-review-12478757) **["Effortless CRM with Outstanding Support"](https://www.g2.com/survey_responses/vtiger-sales-review-12263699)** **Rating:** 5.0/5.0 stars _— Justin S._ [Read full review](https://www.g2.com/survey_responses/vtiger-sales-review-12263699) #### What Are G2 Users Discussing About Vtiger Sales? - [How much does vtiger cost?](https://www.g2.com/discussions/how-much-does-vtiger-cost) - [Is vtiger open source?](https://www.g2.com/discussions/is-vtiger-open-source) - 1 comment - [What is vtiger application?](https://www.g2.com/discussions/what-is-vtiger-application) - 1 comment - [What is the use of vtiger CRM?](https://www.g2.com/discussions/what-is-the-use-of-vtiger-crm) ### [Infor Customer Relationship Management (CRM)](https://www.g2.com/products/infor-customer-relationship-management-crm/reviews) Your customer relationships are the driving force of your business. By offering a complete view of every customer touch point across your sales, marketing, customer service, and support teams, Infor CRM enables you to maximize the impact of every interaction—across the entire customer lifecycle—whether in the office or out in the field. The best part about Infor CRM is that it’s built for your business. Industry-specific capabilities, deep integration, and unparalleled flexibility and control in how you deploy, use, and pay for your solution offers a best-of-breed CRM solution without compromise. **Average Rating:** 3.3/5.0 **Total Reviews:** 76 #### How Do G2 Users Rate Infor Customer Relationship Management (CRM)? - **Has the product been a good partner in doing business?:** 6.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 5.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 6.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Infor Customer Relationship Management (CRM)? - **Seller:** [Infor](https://www.g2.com/sellers/infor) - **Year Founded:** 2002 - **HQ Location:** New York - **Twitter:** @Infor 18,472 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0b3dd6227f8bf2585371eff689c32131e1d6fb4a8114161512fe1f2ec60d9bf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1711%2F&secure%5Burl_type%5D=linkedin_company_website) 22,257 employees on LinkedIn® - **Phone:** 800-260-2640 #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 57% Medium, 29% Small #### What Do G2 Reviewers Say About Infor Customer Relationship Management (CRM)? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **easy accessibility** of Infor CRM, ensuring customer satisfaction from anywhere. - Users appreciate the **ease of scheduling** sales calls with the integrated calendar feature in Infor CRM. - Users appreciate the **easy navigation** that allows seamless login and enhances customer satisfaction. - Users value the **user-friendly login experience** of Infor CRM, enhancing customer satisfaction effortlessly. ##### Cons - Users desire a **mobile app** for Infor CRM, highlighting the need for easier access while on the go. - Users express frustration with the **slow loading times** , making navigation and tasks cumbersome due to excessive data. #### What Are Recent G2 Reviews of Infor Customer Relationship Management (CRM)? **["Easy to Use, Reliable, and Great for Daily Clock-Ins, excellent product!"](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12700737)** **Rating:** 5.0/5.0 stars _— Reed B._ [Read full review](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12700737) **["Strong Infor Integrations for a Unified Customer Management Platform"](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12917088)** **Rating:** 5.0/5.0 stars _— jamsheed I._ [Read full review](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12917088) #### What Are G2 Users Discussing About Infor Customer Relationship Management (CRM)? - [What is CRM customer Relationship Management What are the key features of CRM system?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-is-crm-customer-relationship-management-what-are-the-key-features-of-crm-system) - [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-are-the-3-main-elements-of-crm-software) - [What does Infor CRM do?](https://www.g2.com/discussions/what-does-infor-crm-do) - [What are some features of CRM?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-are-some-features-of-crm) ### [Maple CRM](https://www.g2.com/products/maple-crm/reviews) Maple CRM is a cloud based customer relationship management software focusing on small and medium companies to manage their sales, order and service management functions. Maple CRM is empowered with intuitive features like quotation builder, mobile app (ios/android), geo tracking, call logging and various reporting functions. **Average Rating:** 4.7/5.0 **Total Reviews:** 30 #### How Do G2 Users Rate Maple CRM? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Maple CRM? - **Seller:** [Maple CRM](https://www.g2.com/sellers/maple-crm) - **Year Founded:** 2012 - **HQ Location:** Bengaluru, Karnataka - **Twitter:** @maplecrm 60 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8ea8597ad1f1bd2db6c3638752c776e2621aa6fa6fd090d6b6b31b811561a5d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmaple-crm%2F&secure%5Burl_type%5D=linkedin_company_website) 25 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Consulting, Consumer Services - **Company Size:** 73% Small, 22% Medium #### What Do G2 Reviewers Say About Maple CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Maple CRM, enabling effective management of customer relationships seamlessly. - Users commend the **excellent customer support** from Maple CRM, highlighting responsiveness and professional assistance with queries. - Users appreciate the **efficiency** of Maple CRM, finding it intuitive for managing leads and customer data effectively. - Users appreciate the **efficient lead management** of Maple CRM, streamlining immigration cases and enhancing overall transparency. - Users appreciate the **user-friendly interface** of Maple CRM, making lead management and data handling effortless and efficient. ##### Cons - Users express concerns about **integration issues** and the need for better automation and mobile functionality in Maple CRM. - Users feel that the **limited customization** options in Maple CRM hinder flexibility and integration capabilities. - Users notice the **absence of advanced features** in Maple CRM, particularly missing an integrated HR management module. - Users find it difficult to create **graphs with larger datasets** , complicating data comparisons and analysis. #### What Are Recent G2 Reviews of Maple CRM? **["Effortless and Supportive, Perfect CRM Tool"](https://www.g2.com/survey_responses/maple-crm-review-12743147)** **Rating:** 5.0/5.0 stars _— Mamta K._ [Read full review](https://www.g2.com/survey_responses/maple-crm-review-12743147) **["User-Friendly CRM for Sales and Client Management"](https://www.g2.com/survey_responses/maple-crm-review-12720691)** **Rating:** 5.0/5.0 stars _— Andy k._ [Read full review](https://www.g2.com/survey_responses/maple-crm-review-12720691) ### [Planhat](https://www.g2.com/products/planhat/reviews) Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security. **Average Rating:** 4.5/5.0 **Total Reviews:** 941 #### How Do G2 Users Rate Planhat? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Planhat? - **Seller:** [Planhat](https://www.g2.com/sellers/planhat) - **Company Website:** www.planhat.com - **Year Founded:** 2015 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @planhat 1,045 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0532de0a57ab5ad26032eca9b36751853eefa678afdf93aa4efe6efaf1c6d5b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10168756%2F&secure%5Burl_type%5D=linkedin_company_website) 232 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Customer Success Manager, Head of Customer Success - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 59% Medium, 32% Small #### What Do G2 Reviewers Say About Planhat? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency. - Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success. - Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs. - Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity. - Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health. ##### Cons - Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation. - Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively. - Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts. - Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially. - Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation. #### What Are Recent G2 Reviews of Planhat? **["A Strategic Platform for Scaling Customer Success"](https://www.g2.com/survey_responses/planhat-review-11771625)** **Rating:** 5.0/5.0 stars _— Ty R._ [Read full review](https://www.g2.com/survey_responses/planhat-review-11771625) **["Intuitive UI, Powerful Integrations, and a Supportive Planhat Team"](https://www.g2.com/survey_responses/planhat-review-13119419)** **Rating:** 4.5/5.0 stars _— Carly P._ [Read full review](https://www.g2.com/survey_responses/planhat-review-13119419) #### What Are G2 Users Discussing About Planhat? - [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for) ### [Fireberry](https://www.g2.com/products/fireberry/reviews) Fireberry is your all-in-one solution for managing Sales, Marketing, and Service, offering a comprehensive platform to support every stage of your business journey in any industry. With its full customization capabilities, intuitive design, and flexible pricing plans, Fireberry is an ideal choice for growing businesses. Fireberry allows you to connect your preferred tools directly within the CRM, with seamless integrations across all three product areas, enhancing productivity and streamlining your workflows. By consolidating Sales, Marketing, and Service into a single platform, Fireberry empowers businesses with a complete 360-degree view of customers and operations. Access real-time analytics, automate processes, and ensure your business stays organized and efficient at every level. **Average Rating:** 4.8/5.0 **Total Reviews:** 24 #### How Do G2 Users Rate Fireberry? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind Fireberry? - **Seller:** [Fireberry](https://www.g2.com/sellers/fireberry) - **Year Founded:** 2012 - **HQ Location:** Tel Aviv, Israel - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=96d6183d42f4ba85132ae6a70b6d29b65e0934e03de734b02cfe6439575629a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffireberry-software-ltd&secure%5Burl_type%5D=linkedin_company_website) 39 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 72% Small, 24% Medium #### What Do G2 Reviewers Say About Fireberry? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Fireberry, facilitating seamless processes for both technical and non-technical staff. - Users value Fireberry's **organizational efficiency** , enabling streamlined processes and improved collaboration across teams. - Users appreciate the **ease of implementation with Fireberry** , enhancing organization and efficiency in sales and support processes. - Users appreciate the **time-saving automation features** of Fireberry, enhancing efficiency by eliminating repetitive tasks. - Users commend the **exceptional customer support** of Fireberry, noting its user-friendly approach and effective assistance. ##### Cons - Users find the **setup process somewhat time-consuming** , requiring careful planning to maximize the platform's flexibility. - Users find the lack of **WhatsApp integration** in Fireberry a significant limitation in their communication experience. - Users find the **learning curve challenging** , especially with advanced features that require time to master during setup. - Users find the **limited customization options** for reports frustrating and restrictive for their needs. - Users are disappointed by the **absence of a customer portal** , relying on third-party products for support. #### What Are Recent G2 Reviews of Fireberry? **["A flexible CRM that actually fits the way you work"](https://www.g2.com/survey_responses/fireberry-review-11986872)** **Rating:** 4.5/5.0 stars _— Manit A._ [Read full review](https://www.g2.com/survey_responses/fireberry-review-11986872) **["Why I Recommend Fireberry as a Tech Consultant: Simple, Powerful, and Built for Growth"](https://www.g2.com/survey_responses/fireberry-review-11200215)** **Rating:** 5.0/5.0 stars _— Tal A._ [Read full review](https://www.g2.com/survey_responses/fireberry-review-11200215) ### [Prophet CRM](https://www.g2.com/products/prophet-crm/reviews) Prophet CRM is embedded in Outlook, not simply integrated. This allows Prophet to uniquely leverage the work you and your team already do in Outlook, and automatically associates that activity to the appropriate customer opportunity within Prophet CRM. Whether from your desktop or mobile device, all Outlook-based emails, tasks, and calendar events are automatically tracked and associated to the corresponding opportunity, unburdening your team from administrative entry and giving them more time to sell. With more timely and thorough entry of sales activity data, sales managers gain valuable insight regarding your customers, sales team and sales processes. Combine Prophet CRM's unique Outlook integration with it's comprehensive suite of sales automation and workflow tools, customizable fields, reports, dashboards, and analytics, and you have a powerful application that will drive your business to higher levels of success. Contact us to discover how we partner with you to drive your success. **Average Rating:** 4.1/5.0 **Total Reviews:** 193 #### How Do G2 Users Rate Prophet CRM? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Prophet CRM? - **Seller:** [Avidian Technologies](https://www.g2.com/sellers/avidian-technologies) - **Year Founded:** 2002 - **HQ Location:** Bellevue, Washington - **Twitter:** @ProphetCRM 643 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1e12d9fb41387700bbf5ddf293d7149663d387d81d8e492506227abb26d708be&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F67284%2F&secure%5Burl_type%5D=linkedin_company_website) 21 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, President - **Top Industries:** Financial Services, Construction - **Company Size:** 67% Small, 27% Medium #### What Are Recent G2 Reviews of Prophet CRM? **["Excellent CRM"](https://www.g2.com/survey_responses/prophet-crm-review-6623141)** **Rating:** 5.0/5.0 stars _— Yasmine J._ [Read full review](https://www.g2.com/survey_responses/prophet-crm-review-6623141) **["Efficient CRM with Stellar Outlook Integration, Needs Bulk Actions"](https://www.g2.com/survey_responses/prophet-crm-review-12985100)** **Rating:** 4.0/5.0 stars _— Verified User in Management Consulting_ [Read full review](https://www.g2.com/survey_responses/prophet-crm-review-12985100) #### What Are G2 Users Discussing About Prophet CRM? - [What is Prophet CRM used for?](https://www.g2.com/discussions/what-is-prophet-crm-used-for) - [‹ Prev‹ Prev](/categories/crm/small-business?order=g2_score&page=7#product-list) - [1](/categories/crm/small-business?order=g2_score#product-list) - [2](/categories/crm/small-business?order=g2_score&page=2#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](/categories/crm/small-business?order=g2_score&page=7#product-list) - 8 - [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=9#product-list) Spotlight Categories [Integration Platform as a Service (iPaaS) Solutions](https://www.g2.com/categories/ipaas) [Sales Enablement Software](https://www.g2.com/categories/sales-enablement) [Employee Intranet Software](https://www.g2.com/categories/employee-intranet) [Contact Center Software](https://www.g2.com/categories/contact-center) [ERP Systems](https://www.g2.com/categories/erp-systems) 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/)