Best CRM Software for Small Business - Page 9

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 3,103

Category Stats (Nov 2026)

  • Average Rating: 4.42/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: HelloGrowthCRM (+29.64%) - Among all products in this category, HelloGrowthCRM recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 134,400+ Authentic Reviews
  • 3,103+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

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

Highlighted products: Salesforce Sales Cloud, HubSpot Sales Hub, monday CRM, Pipedrive, Bigin by Zoho CRM, Close, ActiveCampaign, and Attio.

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

Zixflow

Zixflow is an agentic customer engagement platform for WhatsApp, RCS, SMS, Email and Push. Brands use it to send OTPs, run marketing campaigns, automate customer journeys and answer customer replies with AI, all from one platform, on delivery infrastructure we own. Key features: - OTP and verification: Truecaller one-tap login, with OTP fallback across channels - Smart fallback: if SMS fails, the message moves to RCS, WhatsApp or email automatically - WhatsApp marketing: broadcasts, cart recovery and COD confirmation - Automated journeys: onboarding, retention and win-back flows, personalised per customer - AI agents: answer customer replies in seconds, with human handoff - Customer data platform: one profile per customer with real-time segments - Developer API: one API for all channels, with delivered (not just sent) reporting 2B+ messages delivered, 98% OTP delivery, and trusted by 1,000+ brands including Tata Consumer, Sharekhan, Kuku FM, TJSB Bank and Shapoorji Pallonji. SOC 2, ISO 27001, GDPR and DLT-compliant.

Average Rating: 4.9/5.0

Total Reviews: 28

How Do G2 Users Rate Zixflow?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.6/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Zixflow?

  • Seller: Zixflow
  • Year Founded: 2021
  • HQ Location: United States, US
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 79% Small, 17% Medium

What Do G2 Reviewers Say About Zixflow?

AI-generated summary from verified user reviews

Pros
  • Users value the customizability of Zixflow, enhancing data with tailored email and AI field options.
  • Users value Zixflow for its data accuracy, enhancing their data with verified emails and tailored AI fields.
  • Users find Zixflow to be user-friendly and easy to navigate, allowing effortless transitions between modules.
  • Users value the easy tracking capabilities of Zixflow, which help organize and nurture leads effectively.
  • Users find Zixflow to be intuitive and easy to navigate, allowing seamless transitions between modules.
Cons
  • Users often face issues with the email finder and validation, leading to unreliable results and frustration.
  • Users often face data inaccuracy issues with Zixflow, as the email finder sometimes fails to validate addresses correctly.
  • Users experience issues with the email finder and validation not functioning properly, leading to invalid results.
  • Users report that the email finder and validation sometimes fail, leading to issues with invalid addresses.
  • Users find the learning curve steep due to high customizability, though the help center assists well.

What Are Recent G2 Reviews of Zixflow?

NetHunt CRM

NetHunt is a sales automation tool that literally lives inside your Gmail and other Google Workspace apps. It helps sales teams manage leads, nurture customer relations, monitor sales progress, and close more deals. Businesses grow x5 with NetHunt CRM, check customer stories - https://nethunt.com/case-studies 🥇 Google Cloud Partner 🥇 Google Security Assessment Program Passed We’ve built the best CRM integration with Gmail allowing for 100% CRM functionality from within Gmail. ✅ No more switching tabs ✅ No more data entry ✅ Everything is in one place ✅ In a familiar interface, within an app that you use daily Watch our demo: https://youtu.be/wD-tjeX6x_s Browse Help Center: https://help.nethunt.com/en/ MORE ABOUT NETHUNT CRM 🙂 Organize your customer base Use core CRM features in NetHunt to organize your customer base in the most efficient way. ✓ Say goodbye to tedious data entry forever. ✓ Use NetHunt’s duplicate prevention feature to keep your data clean at all times. ✓ The required fields feature watches over your data to make sure you’ve got what you need. ✓ Your customer base is securely stored in one place, protected from leaks or prying eyes by proper access management. 📞 Capture new leads through multiple channels NetHunt CRM is integrated with multiple tools that allows you to get new leads from different sources and store communication within CRM records. ✓ Create new leads from inbound and outbound calls ✓ Turn website chats into new leads ✓ Get new leads from social media platforms ✓ Add new leads to CRM from messengers ✓ Capture leads from custom web forms 📋 Segment leads and customers base Break down your customer base into targeted segments to send personalized pitches by using various macros - job title, need, company size and more. ✓ Use custom filters and views to segment your contacts. ✓ Save an unlimited number of segments for yourself or share them with the team. ✓ Have these segments updated automatically when new users match certain parameters. 💲 Build sales pipeline Turn contacts into leads and push them down the beautiful, functional pipeline. ✓ Add new deals, their value, probability of closing and expected close date. ✓ Track deals progress through the pipeline stages. ✓ Know revenue stuck at every stage of the pipeline ✓ Spot blocked leads and how to push them towards purchase. ✓ Create one or several custom pipelines for your products and services. ✓ Build forecasts you can trust. ⭕ Manage Tasks Organize your workday and manage the workload of your team. All within Gmail. ✓ Manage Tasks and collaborate with your team inside Gmail. ✓ Assign Tasks automatically by certain criteria or round-robin algorithm. ✓ Link Tasks to emails and CRM records. ✓ Receive daily Tasks Digest to plan your day. 🤖 Automate sales processes in Gmail NetHunt CRM allows users to automate the entire sales process – from lead capture to deals’ pipeline stage to notifications. ✓ Capture leads from different sources and add them in your CRM. ✓ Assign managers to leads and set up personalised auto-replies. ✓ Prioritise leads automatically depending on their behaviour ✓ Set sequences to nurture leads. ✓ Automatically link email conversations, chats, calls to CRM profiles. ✓ Have an algorithm move a lead to the next pipeline stage based on the lead’s response. ✓ Create automatic tasks for the team. ✓ Set notifications to the team when important changes happen in the pipeline. ✓ Automate data entry. ✉️ Email automation ✓ Create personal and shared email templates in Gmail. ✓ Write repetitive emails easily and quickly. ✓ Personalize email templates with custom fields. ✓ Use email templates in daily email correspondence, email campaigns or automated email sequences. 📩 Email tracking Track your email opens and clicks in Gmail. ✓ Know if, when, and how often the receiver views your emails in real-time. ✓ Know when people open your emails to provide insights for your team. ✓ Prioritise leads based on how many times they open emails or click on the links. ✓ Use email tracking for regular emails, email campaigns and automated email sequences. 🔁 Email campaigns Send email campaigns and follow-up campaigns in Gmail. ✓ Send email campaigns to custom segments or all of your customer base. ✓ Set follow-up emails to previous email campaigns. ✓ Monitor campaigns stats: opens, clicks, unsubscribes, bounces, and replies. ✓ Send email campaigns via Gmail, NetHunt SMTP or your own SMTP server. 📊 Sales reporting Track key business metrics and team performance with reports in NetHunt CRM. ✓ Track the effectiveness of the entire team and every manager separately – the number of sent emails, presentations made, calls made, etc. ✓ Analyze business growth compared to previous periods – the number of closed deals as well as revenue generated. ✓ Analyze revenue by breaking it down by a manager, by a certain product, by country, etc. ✓ Track your quota attainment. ✓ Analyze the reasons for losing deals. ✓ Build a sales forecast you can trust.

Average Rating: 4.6/5.0

Total Reviews: 279

How Do G2 Users Rate NetHunt CRM?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind NetHunt CRM?

Who Uses This Product?

  • Who Uses This: CEO, Director
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 79% Small, 17% Medium

What Do G2 Reviewers Say About NetHunt CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of NetHunt CRM, enabling straightforward navigation and quick setup.
  • Users love the Gmail integration for streamlining sales processes and organizing client communications directly within their inbox.
  • Users value the Gmail integration for enhancing CRM functionality directly within their email interface.
  • Users benefit from the Gmail integration, seamlessly managing leads and workflows directly within their email interface.
  • Users love the easy integration of NetHunt CRM with Gmail and GSuite, enhancing their workflow seamlessly.
Cons
  • Users face a steep learning curve with NetHunt CRM, making setup and mastery time-consuming and challenging.
  • Users note the missing features in NetHunt CRM, particularly for advanced project management and email campaigns.
  • Users note the limited features of NetHunt CRM, especially regarding reporting and advanced automations.
  • Users struggle with email issues including lag, no HTML templates, and limited campaign flexibility compared to Lemlist.
  • Users feel the pricing is premium and can be confusing, especially with per-user fees adding up quickly.

What Are Recent G2 Reviews of NetHunt CRM?

What Are G2 Users Discussing About NetHunt CRM?

Progress Podio

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

Average Rating: 4.2/5.0

Total Reviews: 510

How Do G2 Users Rate Progress Podio?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.6/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Progress Podio?

  • Seller: Progress Software
  • Company Website:
  • Year Founded: 1981
  • HQ Location: Burlington, MA.
  • LinkedIn® Page: www.linkedin.com
    4,242 employees on LinkedIn®
  • Ownership: NASDAQ:PRGS

Who Uses This Product?

  • Who Uses This: Owner, Project Manager
  • Top Industries: Real Estate, Information Technology and Services
  • Company Size: 61% Small, 27% Medium

What Do G2 Reviewers Say About Progress Podio?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Progress Podio, making collaboration and task management straightforward and efficient.
  • Users love the automation capabilities of Progress Podio, enhancing their productivity with seamless integrations and easy workflows.
  • Users value the customization options in Progress Podio, allowing tailored workflows for specific company processes.
  • Users appreciate the versatile workflows and integrations of Progress Podio, simplifying task management and collaboration.
  • Users appreciate the easy integrations and automations of Progress Podio, enhancing collaboration and efficiency across business functions.
Cons
  • Users find the learning curve steep, requiring significant effort to set up and manage effectively.
  • Users find the billing issues in Progress Podio challenging, impacting setup and overall satisfaction with customer service.
  • Users find Progress Podio's setup complex and cumbersome, requiring significant effort to achieve an optimal configuration.
  • Users find the poor customer support of Progress Podio frustrating, requiring them to seek external assistance for help.
  • Users find that the slow performance of Progress Podio hinders efficiency and complicates their setup process.

What Are Recent G2 Reviews of Progress Podio?

What Are G2 Users Discussing About Progress Podio?

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AddressTwo

Do you want to be in control of your own business? Are you tired of not having the info when you need it and where you need it? No more lost customers and misunderstandings. Simple CRM Software is here to save your day, and your business. Simple CRM Software is exactly what it says it is – Simple. No matter how unfamiliar you think you are with new-age technology, this little helper will make you feel like an expert in no time. At Adresstwo, we always tailor our products with our customers in mind, so that you don’t have to spend eternity studying it. Simple CRM is the simplest software for small business owners that you can possibly find on the market. With a web-based CRM Software, you no longer have to worry about: - Downloading or installing anything - Updating anything - Paying for an upgrade or a new version - Losing important data if the computer dies or gets stolen Simple CRM is an online cloud-based software that will become integral part of your company. All you need is a stable computer and you’re set to go! Since the data should be accessible to everyone from your company in real-time, this means that your computers should be properly working all the time. With a Simple CRM Software you’ll be able to manage your leads, organize you contacts, never miss important tasks and activities, and most importantly, you will be able to foster the rapport with your customers in a way you never though you could. With so much pressure off your back, you’ll be able to focus on what really matters – your customers and your prospective customers. With this simple yet effective change your business will flourish. Do something useful for your business today and sign up for a free trial version!

Average Rating: 4.7/5.0

Total Reviews: 47

How Do G2 Users Rate AddressTwo?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.0/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.6/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind AddressTwo?

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 81% Small, 11% Large

What Are Recent G2 Reviews of AddressTwo?

What Are G2 Users Discussing About AddressTwo?

BIGContacts

BIGContacts is an easy-to-use, all-in-one CRM for contact management, email marketing & deal tracking. With AI built in, growing businesses can manage relationships and close more deals without having to stitch together separate tools. Teams use it to organize contacts, run email campaigns, track sales pipelines, and automate follow-ups, all from one dashboard, reducing the back-and-forth between a CRM, an email tool, and a spreadsheet along the way. Popular use cases: • Centralized contact and lead management • Email marketing campaigns and drip sequences • Sales pipeline and deal tracking • Task and follow-up automation • Lead capture through webforms AI CRM: the engine behind the platform The AI CRM learns from your contact data and activity history to keep your pipeline and outreach moving without manual upkeep. It powers: • AI Contact Import & Summary: pulls in contact details and summarizes activity history so reps get context without digging through past notes • AI Marketing Emails: drafts campaign copy and subject lines based on the audience and goal you specify • AI-Powered Dashboards: surfaces pipeline and activity insights at a glance instead of requiring manual report building • AI-driven follow-ups: flags contacts that need attention based on recent activity or inactivity Everything else you'd expect from a modern CRM: • Customizable sales pipeline with deal stages • Drag-and-drop email builder with templates and email analytics • Task management, reminders, and calendar sync • Webforms for direct lead capture • Unlimited users, teams, and storage on every plan • Meeting invitations and Outlook task sync • Reports and analytics on sales and email performance • Third-party integrations plus phone, chat, and email support Whether the goal is keeping contact data from scattering across spreadsheets, running email campaigns without a separate tool, or giving reps visibility into deals without extra admin work, BIGContacts brings contact management, email marketing, and deal tracking together in one platform.

Average Rating: 4.5/5.0

Total Reviews: 76

How Do G2 Users Rate BIGContacts?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind BIGContacts?

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Marketing and Advertising, Accounting
  • Company Size: 74% Small, 26% Medium

What Are Recent G2 Reviews of BIGContacts?

What Are G2 Users Discussing About BIGContacts?

Keap

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: 32

How Do G2 Users Rate Keap?

  • Has the product been a good partner in doing business?: 7.9/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Keap?

  • Seller: Thryv
  • Year Founded: 2012
  • HQ Location: Dallas, TX
  • LinkedIn® Page: www.linkedin.com
    5,823 employees on LinkedIn®
  • Ownership: NASDAQ: THRY

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 79% Small, 18% Medium

What Do G2 Reviewers Say About Keap?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the advanced automation capabilities of Keap, simplifying management with integrated tools for marketing and client relations.
  • Users appreciate the advanced automation features of Keap, streamlining processes and enhancing efficiency in managing clients.
  • Users find Keap's platform extremely easy to use, allowing quick learning and efficient client management.
  • Users highlight the high level of automation in Keap, enhancing campaign management and client information handling.
  • Users appreciate the automation capabilities of Keap, enhancing efficiency in managing tasks and marketing effectively.
Cons
  • Users find that Keap's complexity can overwhelm smaller businesses and new users, limiting its effective use.
  • Users find Keap to be quite expensive, leading some to switch to more affordable alternatives.
  • Users find Keap's lack of flexibility limits customization options, making it challenging to tailor the tool effectively.
  • Users find the steep learning curve with Keap makes it challenging to fully leverage its capabilities.
  • Users face rigid invoicing features and complexities, limiting Keap's usability for smaller businesses and entrepreneurs.

What Are Recent G2 Reviews of Keap?

What Are G2 Users Discussing About Keap?

HubSpot Smart CRM

HubSpot Smart CRM is self-updating, AI-powered software that brings your customer data, teams, and tech stack together in one connected system Core Value Proposition HubSpot Smart CRM is the CRM that works for you, not the other way around. It keeps your CRM current through automatic updates and built-in enrichment, capturing customer conversations, creating and filling records, surfacing important changes, and turning the latest context into actionable next steps. Your team spends less time on data entry and more time building relationships. Updates stay visible, editable, and under your control, so you know what got updated and why. Built on HubSpot’s agentic customer platform, Smart CRM combines AI tools and agents, flexible customer views, automation, reporting, governance, and app connectivity so marketing, sales, and service teams can work from a single source of truth, move faster, and deliver better customer experiences at scale. Key capabilities See your customers clearly - Self-updating and self-cleaning CRM: Updates itself based on what actually happened — using, conversations, emails, notes, and the web — so your CRM data stays accurate and trusted. - Agentic onboarding: makes Smart CRM setup easy: contacts, companies, and deals automatically populate from email and calendar connections. - Breeze Assistant: conversational AI that pulls from self-updating CRM data to create content, reports, analysis, automation, and build and activate agents. - Custom data model: store any type of CRM data with custom objects, events, scoring, and calculations. - Data enrichment: automatically enrich contact and company records using emails, calls, the web, and HubSpot’s data sources. - Notetaker: transcribes notes (including voice notes) and captures follow-up items; deal progression drafts the recap email and next steps for reps. - Deal progression: analyzes conversations and recommends updates to deal stage and qualification fields, then drafts follow-up emails. - Data Agent: get updated answers on business-specific questions about customers and prospects by searching CRM data, emails, calls, documents, and the web. Intent signals: learn who’s in-market for your product and a good fit, what they’re searching for, and the right time to reach out. - AI insights: surface important changes, risks, and next-best actions from customer context stored within your CRM. - Reporting dashboards and analytics: make informed decisions fast with templated dashboards and built-in reports that include multiple visualization types and AI-assisted insights. - Sensitive data controls: protect sensitive customer information with encryption, access controls, SSO, and 2FA-ready governance. - Segmentation: easily segment customer or prospect data into lists that can be used for outreach. Get your team on the same page - Pipeline management: stay on top of deals with multiple pipelines, tags, and automated actions. Conditional logic ensures sales processes are never skipped. - Workflows and AI-assisted workflows: automate tasks and customer communications based on customer behavior and business logic. - Task management: keep reps organized and stay on track with automated task management and queues - Custom reporting and dashboards: turn CRM data into actionable insights across pipeline, attribution, and revenue performance with highly customizable reporting. - Team governance: manage precise permissions, team structures, SSO, 2FA, SOC2 compliance with administrative controls.. - Centralized audit log: track actions taken by users, automations, integrations, and agents. Undo and restore actions. - Automatic duplicate detection: use AI to identify and merge duplicate records, keeping the CRM accurate and usable. - Project management: coordinate customer-facing work, track progress, and automate handoffs without leaving the CRM. Connect all your tools in one place - HubSpot Marketplace: connect to more than 2,000 popular apps, including toolsGoogle Workspace, Microsoft 365, Slack, Zoom, and Shopify. - Data Sync: keep records updated automatically with two-way sync across HubSpot and third-party systems. - Custom CRM interface: visualize the same customer data in the format that makes sense for each team, including tables, charts, and custom views. - Sandbox test account: test changes and integrations safely before pushing them live. - UI extensibility: build custom interfaces and extend HubSpot with APIs to match your business processesIntegrated tool actions in workflows: combine HubSpot automation with external apps to streamline multi-system processes. Smart CRM vs. Alternatives HubSpot’s Smart CRM is different from traditional CRM solutions and AI-native CRMs. It unifies customer data, teams, and tech stacks securely, with self-cleaning capabilities that keep data continuously up-to-date. Leveraging your data and third-party insights, Smart CRM’s built-in AI helps deliver personalized customer experiences at scale. All AI-driven updates keep humans in the loop. Reps and admins can review, edit, or approve before anything is saved to the CRM, with the ability to restore data changes. Unlike standalone AI tools, notetakers, or workflow automation layers, self-updating CRM is built directly into HubSpot’s agentic customer platform and works with the data your team already uses. It’s easy to adopt without requiring a dedicated administrator, while still offering the flexibility to support more complex business needs. Outcome Smart CRM is a self-updating source of truth that helps businesses grow faster by unifying customer data, teams, and tools in one easy-to-use agentic customer platform. By having all business context in one place, Smart CRM becomes a source of truth you can rely on to drive outcomes for your business.

Average Rating: 4.6/5.0

Total Reviews: 107

How Do G2 Users Rate HubSpot Smart CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind HubSpot Smart CRM?

  • Seller: HubSpot
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Cambridge, Massachusetts, United States
  • LinkedIn® Page: www.linkedin.com
    17,628 employees on LinkedIn®
  • Ownership: NYSE:HUBS

Who Uses This Product?

  • Top Industries: Computer Software, Consulting
  • Company Size: 54% Medium, 39% Small

What Are Recent G2 Reviews of HubSpot Smart CRM?

Infor CRM

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: 77

How Do G2 Users Rate Infor CRM?

  • Has the product been a good partner in doing business?: 6.9/10 (Category avg: 9.0/10)
  • Workflow Capability: 5.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.4/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 6.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Infor CRM?

  • Seller: Infor
  • Year Founded: 2002
  • HQ Location: New York
  • LinkedIn® Page: www.linkedin.com
    22,165 employees on LinkedIn®
  • Phone: 800-260-2640

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 58% Medium, 29% Small

What Do G2 Reviewers Say About Infor CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the easy access to Infor CRM, enhancing customer satisfaction from anywhere.
  • Users appreciate the ease of use with Infor CRM, particularly for scheduling sales calls via the calendar feature.
  • Users appreciate the easy navigation of Infor CRM, facilitating convenient access and customer satisfaction.
  • Users appreciate the user-friendly login of Infor CRM, ensuring customer satisfaction from any location.
Cons
  • Users desire a mobile app for Infor CRM, as using a laptop on the road is impractical.
  • Users experience slow loading times due to the large volume of data, impacting their overall efficiency.

What Are Recent G2 Reviews of Infor CRM?

What Are G2 Users Discussing About Infor CRM?

Planhat

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: 953

How Do G2 Users Rate Planhat?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Planhat?

  • Seller: Planhat
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Stockholm, Stockholm County
  • LinkedIn® Page: www.linkedin.com
    248 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 find Planhat to be intuitive and easy to use, enhancing team efficiency and workflow integration effortlessly.
  • Users praise Planhat for its excellent customer support, highlighting responsiveness and valuable feedback incorporation.
  • Users value the customization options in Planhat, facilitating tailored dashboards and enhanced insights for their teams.
  • Users appreciate the automation efficiency of Planhat, enabling streamlined workflows and seamless integration with key systems.
  • Users highly value the intuitive support Planhat provides, enhancing customer insights and operational efficiency.
Cons
  • Users find the learning curve challenging, especially with building metrics and dashboard customization, requiring considerable time and effort.
  • Users find the complexity in building metrics and dashboard customization frustrating and time-consuming in Planhat.
  • Users find the steep learning curve of Planhat challenging, often feeling overwhelmed by its extensive flexibility and features.
  • Users face integration issues with Planhat, often leading to complexities and difficulties in troubleshooting errors effectively.
  • Users find the dashboard customization and integration flexibility limited, making some tasks time-consuming and unintuitive.

What Are Recent G2 Reviews of Planhat?

What Are G2 Users Discussing About Planhat?

Prophet CRM

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: 194

How Do G2 Users Rate Prophet CRM?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.6/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Prophet CRM?

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Financial Services, Construction
  • Company Size: 67% Small, 28% Medium

What Are Recent G2 Reviews of Prophet CRM?

What Are G2 Users Discussing About Prophet CRM?

FreeAgent CRM

FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.

Average Rating: 4.2/5.0

Total Reviews: 43

How Do G2 Users Rate FreeAgent CRM?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind FreeAgent CRM?

  • Seller: Servis.ai
  • Year Founded: 2016
  • HQ Location: Campbell, California
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance, Telecommunications
  • Company Size: 77% Small, 20% Medium

What Do G2 Reviewers Say About FreeAgent CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the organization and flexibility of FreeAgent CRM, enhancing their CRM cycles and visibility.
  • Users value the flexibility of FreeAgent CRM, enhancing their overall organization and efficiency in managing CRM cycles.
  • Users value the organization and visibility of FreeAgent CRM, enhancing their workflow and shortening closure times.
  • Users appreciate the organization efficiency of FreeAgent CRM, enhancing their overall CRM cycles and closure times.
  • Users value the organization structure of FreeAgent CRM, enhancing flexibility and visibility throughout their CRM processes.
Cons
  • Users suggest that limited customization options hinder FreeAgent CRM's potential for small to medium-sized enterprises.

What Are Recent G2 Reviews of FreeAgent CRM?

What Are G2 Users Discussing About FreeAgent CRM?

Cinode

Cinode is the AI-powered operating platform for consulting firms — the single system that connects skills, sales, and resource planning to supercharge growth. Founded in 2010, Cinode was built specifically for the consulting industry to solve its most fundamental questions: Who knows what? Who’s available? What can we sell? and How do we win more business — faster and smarter? From first client contact to staffing, delivery, and long-term growth, Cinode gives consultancy leaders real-time insights that drive better decisions and measurable results. With intuitive skills management, instant CV creation, advanced utilization planning, and AI-driven matching — all in one platform — teams work with clarity, speed, and confidence. A Platform Built for the Future of Consulting Cinode brings together the core building blocks of a modern consultancy: • Skills & Competence Management – Map every skill, identify gaps, and unlock the full value of your collective expertise. • Professional CV & Profiles – Create tailored, high-quality consultant profiles in seconds to win more deals. • Resource Planning & Matching – Maximize utilization with intelligent planning and precision matching. • Sales & Delivery Integration – Connect pipeline and delivery to shorten sales cycles and reduce friction. • Partners & Subcontractors – Scale delivery through collaboration with external consultants and partners. • AI-Driven Automation – Automate intake, matching, insights, and actions with AI, including MCP Server and AI chat directly on your Cinode data. A Growing Global Network Cinode is not just a platform — it’s an ecosystem. Today, Cinode connects a network of over 10,000 consulting firms, enabling collaboration, partner sourcing, and access to a broader pool of skills when demand peaks. Why Cinode Consulting firms use Cinode to: • respond to client requests in minutes instead of days, • improve utilization and profitability, • engage consultants with better matching and transparency, and • scale their business with data-driven confidence. Headquartered in Stockholm, Cinode is trusted by consulting firms across Europe and beyond — helping tens of thousands of consultants match the right skills to the right assignments, every day.

Average Rating: 4.6/5.0

Total Reviews: 163

How Do G2 Users Rate Cinode?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Cinode?

  • Seller: Cinode
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Stockholm, Sweden
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Consulting, Information Technology and Services
  • Company Size: 43% Small, 42% Medium

What Do G2 Reviewers Say About Cinode?

AI-generated summary from verified user reviews

Pros
  • Users find Cinode's ease of use exceptional, simplifying complex tasks and saving valuable time and effort.
  • Users appreciate Cinode's comprehensive features, enhancing efficiency in consultant management and assignment matching.
  • Users appreciate the easy creation of tailored CVs and portfolios, enhancing efficiency and clarity in project management.
  • Users love the AI support of Cinode for making profile updates easy and efficient, saving time and effort.
  • Users value the skill management features of Cinode for efficient consultant selection and seamless project allocation.
Cons
  • Users find that there can be a learning difficulty in adapting to all features and maintaining consistent data entry.
  • Users find the learning curve steep, requiring time to master features and data entry for effective use.
  • Users find Cinode to be time-consuming for skill management, requiring significant effort for data entry and organization.
  • Users find navigation difficult, particularly with the interface and search functionality, impacting overall usability.
  • Users find Cinode to be not intuitive, requiring significant time to learn and adapt to its features.

What Are Recent G2 Reviews of Cinode?

What Are G2 Users Discussing About Cinode?

20NINE

20NINE is the super app for small businesses. 20NINE includes modules for clients, sales, prospecting, communication, document management, e-signing, recruitment, CV/consultant management! 20NINE also easily connects to common tools like Office365, Google Workspace, LinkedIn, Wordpress, Fortnox, Dropbox, Mailchimp, MS Teams. Whether you focus on client management, prospecting, sales, communication logging, quotes agreements, digital signatures or invoicing 20NINE makes your information available in real time across your different internal functions. With an easy onboarding (eLearning: online instructions, videos and free webinars), you as a new user or company get going quickly. New users are usually up and running within 30 minutes, and based on our modules, you can connect to, for example, Office365, Google Workspace, Microsoft Teams, LinkedIn, Fortnox ( accounting & ERP systems), document templates, e-Signing, Wordpress or other important functions for your unique needs. Test us for free for 14 days to see how we can make a difference for you! For more information, visit us online to see how you and your company can become independent of the office, get better calrity informed and more focused in your relationship with, for example, customers, partners, resellers, members and in the communication between your company and your different networks.

Average Rating: 4.8/5.0

Total Reviews: 18

How Do G2 Users Rate 20NINE?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.6/10 (Category avg: 8.7/10)

Who Is the Company Behind 20NINE?

  • Seller: 20NINE
  • Year Founded: 2014
  • HQ Location: Stockholm, Sweden
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 68% Small, 21% Medium

What Are Recent G2 Reviews of 20NINE?

What Are G2 Users Discussing About 20NINE?

vtenext

Maximize efficiency: automate your workflows, create AI Agents & get things done with our context-aware AI assistant - Manage all business areas by centralizing information and integrating with your company's existing software ecosystem - Automate your workflows thanks to its built-in BPM engine - Freely create custom AI Agents to automate your workflows and team up with Kitt, the context-aware copilot that reads the page with you to provide i Simple module and field creation directly from the interface. Focus on data sovereignty: choose whether to use vtenext in the cloud or install it on your own servers. Perfect as a standalone solution or as part of a more complex infrastructure, it seamlessly integrates with any type of business software and tool, such as ERPs, switchboards, e-commerce platforms, calendars, WhatsApp, digital signatures, and more. vtenext brings over 20 years of experience and is trusted by around 2,000 companies of all sizes—from small businesses to multinationals—proving its reliability and flexibility.

Average Rating: 4.6/5.0

Total Reviews: 37

How Do G2 Users Rate vtenext?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind vtenext?

  • Seller: vtenext
  • Year Founded: 2011
  • HQ Location: Milano, Lombardia
  • LinkedIn® Page: www.linkedin.com
    33 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 66% Small, 29% Medium

What Do G2 Reviewers Say About vtenext?

AI-generated summary from verified user reviews

Pros
  • Users value the easy customization of vtenext, making it intuitive and adaptable to their specific needs.
  • Users value the exceptional customer support from vtenext, highlighting their responsiveness and expertise in solving issues.
  • Users value the flexibility of vtenext, enabling tailored solutions that perfectly match individual company needs.
  • Users love the feature richness of vtenext, highlighting its comprehensive capabilities and easy customization.
  • Users appreciate the intuitive simplicity of vtenext, which enhances productivity and customization for various business needs.
Cons
  • Users note the limited customization options, making adjustments complicated and often costly for larger organizations.
  • Users find the limited features of vtenext restrictive, requiring technical support for modifications that could be user-managed.
  • Users find missing features challenging, especially regarding customization and understanding the software's full potential.
  • Users find the additional costs for personalization and updates of vtenext to be a significant downside.
  • Users find the experience with VTE to be overwhelming, struggling to utilize all features due to internal policies.

What Are Recent G2 Reviews of vtenext?

Signpost

Signpost is an AI-powered communications platform built for home service contractors. It uses AI voice agents, instant responders, and AI SMS to help small businesses be the first to respond to every customer. AI Voice Agent: Signpost's AI Voice Agent picks up 24/7, greets callers in a natural voice, answers common FAQ, and captures lead details. Instant Responders: Signpost's Instant Responders send a personalized message to customers who reach out on platforms like Angi, Thumbtack, or Facebook. AI SMS: Signpost's AI SMS responds to incoming leads, qualifies their request, and keeps the conversation moving, even after-hours or on the job. Messaging Hub: Signpost's Messaging Hub brings every customer conversation, including inbound calls, texts, and inquiries on platforms like Angi and Thumbtack, into a single inbox.

Average Rating: 3.7/5.0

Total Reviews: 56

How Do G2 Users Rate Signpost?

  • Has the product been a good partner in doing business?: 7.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 6.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Signpost?

  • Seller: Signpost
  • Year Founded: 2010
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    125 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consumer Services, Marketing and Advertising
  • Company Size: 84% Small, 7% Large

What Do G2 Reviewers Say About Signpost?

AI-generated summary from verified user reviews

Pros
  • Users value automation in Signpost for simplifying customer management and enhancing business efficiency through automated communications.
  • Users value the ease of use of Signpost, appreciating its straightforward setup and automated customer management features.
  • Users love the automation features of Signpost, enhancing customer management and saving valuable time with follow-ups.
  • Users appreciate the easy automation of reviews and follow-ups by Signpost, enhancing visibility and saving time.
  • Users find that Signpost significantly enhances time efficiency through automated follow-ups and streamlined customer management.
Cons
  • Users experience slow loading times with Signpost, particularly when managing large contact lists or syncing data.
  • Users find slow performance in Signpost, especially with large contact lists and when loading pages.
  • Users find the dashboard clunky and unclear, leading to frustration in navigation and limited customization options.
  • Users face data inaccuracy issues with outdated information and unclear presentation on the dashboard, hindering usability.
  • Users find the incomplete information and unclear data presentation on the dashboard frustrating and unhelpful.

What Are Recent G2 Reviews of Signpost?

What Are G2 Users Discussing About Signpost?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 9, 2026
Reviews & FAQs

Reviews Summary: The Best CRM Software for Small-Business Businesses

Thanks to 122469 CRM software reviews and associated data from users working for small-sized companies, at G2 we have some of the most definitive data on the best CRM software for the smaller space. We have identified 195 individual CRM products offering the features, pricing and support that Small-Business companies look for when comparing CRM software and solutions. These reviews are generated using the qualitative and quantitative feedback from G2 members working in small-sized companies and who have used these CRM software products.

When G2 reviewers submit their CRM software reviews, they often provide information on the type of company they work for and what market segment they belong to. We break these different market segments into three distinct groups:

  • Small Business CRM Software Reviews (< 50 employees)
  • smaller CRM Software Reviews (51-1,000 employees)
  • Enterprise CRM Software Reviews (1,001+ employees)

smaller businesses have their own unique requirements when it comes to CRM software compared to small or enterprise companies. That is why these individual small-sized company CRM software reviews are especially helpful when comparing product set up, ease of use and overall cost.

Below you will find FAQs and review snippets for CRM software products that work well in smaller environments. These reviews are written by real G2 users working for these Small-Business companies who have real-world experience with these CRM software products.

FAQs About CRM Software for Small-Business Businesses

Q. What are the best CRM software products for small-sized businesses, according to G2 reviewers?
  • HubSpot Sales Hub - 4.4-stars, 7049 reviews (60% from smaller reviewers)
  • Salesforce Sales Cloud - 4.2-stars, 4912 reviews (21% from smaller reviewers)
  • Pipedrive - 4.3-stars, 3457 reviews (73% from smaller reviewers)
  • monday CRM - 4.5-stars, 1241 reviews (75% from smaller reviewers)
  • Bigin by Zoho CRM - 4.6-stars, 755 reviews (90% from smaller reviewers)
Q. What are the least-liked CRM software products for professionals at small-sized companies, based on the overall G2 rating?
  • Solid Performers CRM - 4.7-stars, 39 reviews (71% from smaller reviewers)
  • Jarvis CRM - 4.9-stars, 10 reviews (71% from smaller reviewers)
  • CentralStationCRM - 4.3-stars, 10 reviews (63% from smaller reviewers)
  • arkflux - 4.5-stars, 14 reviews (58% from smaller reviewers)
  • SalesJunction - 3.9-stars, 14 reviews (67% from smaller reviewers)
Q. What are the highest-rated CRM software tool features according to employees at Small-Business companies?
  • Engagement Tracking - 5.0-stars
  • For Startups - 5.0-stars
  • Communication Management - 4.9-stars
Q. What are the features that are rated lowest by employees at Small-Business companies?
  • AI Text Generation - 3.6-stars
  • Mobile Access - 3.6-stars
  • Adaptive Learning - 3.6-stars
Q. How many CRM software reviews are from users working in smaller companies?

47491 out of all CRM software reviews on G2 are from users working in Small-Business companies (39%).

Here's What Reviewers Working at smaller Businesses Have to Say About CRM Software

What Small-Business Professionals Liked What Small-Business Professionals Disliked

Dynamics 365 Sales: “What I like best about Dynamics 365 Sales is its integration with the Microsoft ecosystem, which makes managing customer relationships, tracking opportunities, and analyzing sales performance much easier. The platform provides powerful automation tools, customizable dashboards, and valuable insights that help sales teams improve efficiency and make better decisions.”

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ActiveCampaign: “Customer Support is very bad. Imposible to contact them for simple things as increasing the limit of contacts from 5000 to 7500. Even though there is an automatic feature to do this on the system, the automatic feature is calculating pricing wrongly and then you can´t get a response fro Active Campaign”

Read Review

monday CRM: “I like that you can assign roles to each assignment. I also like that you can create your own board, so you can focus on what you need to do and then view each timeline on its own.”

Read Review

Freshsales: “We reported a Freshsales defect in 2025, and it remains unresolved. Despite months of correspondence, Freshworks has not provided a firm resolution date, a meaningful technical explanation, or a credible plan to fix the problem. The response pattern has been consistently disappointing: apologize, claim the matter has been escalated, introduce another person or department, and then provide no substantive follow-up. More names are added, but nobody appears to take ownership and no solution is delivered. The wider product experience is also concerning. Useful marketplace integrations appear limited, and there has been little visible development in the areas that matter to us. While competing CRMs are introducing practical AI integrations and expanding their ecosystems, Freshsales does not appear to be keeping pace. Our experience also raises doubts about whether existing functionality is being adequately maintained. We continue paying for software with a known defect while receiving holding responses instead of measurable progress. Even basic questions, including what is blocking the fix, who is accountable, and when it will be resolved, remain unanswered.”

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ActiveCampaign: “The email automations, tagging feature, lead capture forms, they connect directly to my shopping cart, the list goes on and on.”

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HighLevel: “Everything has been a problem for me so far. There are a huge number of glitches, and it feels like about half the features have bugs or other issues that get in the way. Support will open a ticket, but after that I never hear back.”

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Recommendations To Others Problems Solved & Benefits

SONAR LABS: “If you need knowledge from different directors across many areas, this solution can help you make better decisions.”

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monday CRM: “It helps me keep all projects organized simultaneously.”

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Pipedrive: “Very easy to use and as a web based platform it is very flexible. You can access this from your phone or laptop. It syncs up seamlessly and will update on your computer within seconds from changing on your phone”

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monday CRM: “It’s not only meeting our need for a CRM system; we also keep discovering other ways to use Monday.com. Because we can build it around what we need, we continue to find new uses for it as we go.”

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Salesforce Sales Cloud: “Nope”

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monday CRM: “Organization! Super helpful.”

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