Best CRM Software - Page 17

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,650

Category Stats (Sep 2026)

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

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 125,100+ Authentic Reviews
  • 1,650+ 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: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, monday CRM, Pipedrive, Close, Zoho CRM, Bigin by Zoho CRM, and ActiveCampaign.

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=close&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign)

arkflux

Intelligently transforming business for SME’s; enabling management of customer relationships through business automation and workflows as well as measuring and qualifying / quantifying the customer experience. Further automated processes for marketing, facilitates powerful unified marketing campaigns, delivering leads and customer engagement in real time to sales development and customer success teams.

Average Rating: 4.3/5.0

Total Reviews: 25

How Do G2 Users Rate arkflux?

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

Who Is the Company Behind arkflux?

Who Uses This Product?

  • Company Size: 56% Small, 40% Medium

What Do G2 Reviewers Say About arkflux?

AI-generated summary from verified user reviews

Pros
  • Users find Arkflux to be intuitive and easy to navigate, streamlining their daily workflows effectively.
  • Users find Arkflux's easy setup streamlined and efficient, enhancing daily workflows for global marketing teams.
  • Users find arkflux's interface to be intuitive and easy to navigate, enhancing their overall experience after setup.
  • Users highlight the efficiency of Arkflux, enjoying its ease of use and quick setup for streamlined workflows.
  • Users appreciate the integration of global standardization and regional localization in Arkflux, enhancing campaign effectiveness seamlessly.
Cons
  • Users express dissatisfaction with the limited customization in Arkflux, hindering regional marketing adjustments and efficiency.
  • Users find that integration issues arise when third-party tools change settings, leading to frustrating workflow disruptions.
  • Users find the learning curve steep due to advanced features being hard to locate and limited customization options.
  • Users regret the missing features in Arkflux, limiting customization options for regional marketing needs and efficiency.
  • Users find the time-consuming nature of creating separate campaigns for minor adjustments in Arkflux frustrating and inefficient.

What Are Recent G2 Reviews of arkflux?

What Are G2 Users Discussing About arkflux?

SalesJunction

SalesJunction is a web-based Customer Relationship Management (CRM) and Sales Force Automation (SFA) platform designed to provide small and midsize businesses with an affordable and straightforward solution for managing customer relationships and sales processes. Established in 2003 and headquartered in Atlanta, Georgia, SalesJunction focuses on delivering a user-friendly interface that consolidates essential sales and customer data, enabling teams to enhance productivity and foster stronger customer connections. Key Features and Functionality: - Contact and Lead Management: Centralizes customer information, allowing teams to efficiently track interactions and manage leads. - Email and Calendar Integration: Seamlessly integrates with popular email systems and calendars to ensure timely follow-ups and meeting schedules. - Customizable Dashboards and Reports: Offers tailored dashboards and reporting tools to monitor sales pipelines, team performance, and other critical metrics. - Sales Automation: Automates repetitive tasks such as follow-ups and data entry, streamlining sales processes. - Mobile Access: Provides mobile applications for iPhone and iPad, enabling sales representatives to access and update information on the go. - Document Management: Includes an online document storage system for easy access to contracts, quotes, and sales materials. Primary Value and Solutions Provided: SalesJunction addresses the challenges small businesses face in managing customer relationships and sales activities by offering an all-in-one platform that is both cost-effective and feature-rich. By consolidating various sales and customer management tools into a single system, it eliminates the need for multiple disparate applications, reducing complexity and improving efficiency. The platform's affordability, with pricing starting at $12.50 per user per month, ensures that small businesses can access robust CRM and SFA functionalities without significant financial strain. This comprehensive approach empowers businesses to enhance their sales processes, improve customer engagement, and drive growth.

Average Rating: 4.1/5.0

Total Reviews: 21

How Do G2 Users Rate SalesJunction?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.0/10 (Category avg: 8.6/10)

Who Is the Company Behind SalesJunction?

  • Seller: SalesJunction
  • Year Founded: 2011
  • HQ Location: Atlanta, GA
  • Twitter: @SalesJunction
    153 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 68% Small, 23% Medium

What Do G2 Reviewers Say About SalesJunction?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of SalesJunction, appreciating seamless workflows for timely communication with donors.
  • Users value the automation features of SalesJunction, enhancing productivity and ensuring timely communication with donors effortlessly.
  • Users enjoy the ease of use in SalesJunction, benefiting from its intuitive design and efficient follow-up email features.
  • Users commend the easy setup of SalesJunction, facilitating a smooth integration into their organizational workflows.
  • Users highlight the efficiency of SalesJunction, benefiting from its streamlined follow-up email features and intuitive setup.
Cons
  • Users note the missing database for CSR initiatives as a major drawback that limits donor management capabilities.

What Are Recent G2 Reviews of SalesJunction?

What Are G2 Users Discussing About SalesJunction?

GoldMine

Build Enduring Relationships with GoldMine Your business depends on building close, long-lasting relationships. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses. That’s why finding the right customer relationship management (CRM) software is so important. Your CRM solution needs to be powerful, easy to use and maintain, and affordable. Only Goldmine brings all those together in a package that’s perfect for small businesses. Over 1 million users have selected GoldMine to help them manage over one billion relationships and build enduring relationships that enable them to thrive. GoldMine’s robust capabilities and high ease-of-use deliver rapid time to benefit and return on investment. With GoldMine, you’ll: * Improve effectiveness, accelerating your goal achievement up to 15%. * Boost productivity * Increase the number of deals Learn more at http://www.goldmine.com/

Average Rating: 3.7/5.0

Total Reviews: 186

How Do G2 Users Rate GoldMine?

  • Has the product been a good partner in doing business?: 7.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.0/10 (Category avg: 8.6/10)

Who Is the Company Behind GoldMine?

  • Seller: MacSonik
  • Year Founded: 2020
  • HQ Location: Noida, IN
  • Twitter: @macsonik1
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 68% Small, 25% Medium

What Do G2 Reviewers Say About GoldMine?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of GoldMine, significantly reducing admin workload and enhancing B2B sales efficiency.
  • Users appreciate the easy customization of GoldMine, allowing them to tailor workflows to their specific B2B sales needs.
  • Users find the easy setup of GoldMine enhances their experience, allowing quick adaptation to B2B sales workflows.
  • Users appreciate the feature richness of GoldMine, tailored for complex B2B sales workflows and deep customization.
  • Users value the organization efficiency of GoldMine, enabling effective management of all transactions.
Cons
  • Users report numerous email issues with GoldMine, particularly with integration and functionality in Exchange Online.
  • Users find GoldMine's steep learning curve challenging, as navigation is dense and non-intuitive, causing time inefficiencies.
  • Users find GoldMine's navigation non-intuitive, leading to a steep learning curve and time-consuming tasks.
  • Users believe the UI and UX need significant improvements to enhance their overall experience with GoldMine.
  • Users find the time-consuming navigation frustrating, estimating it wastes about 30 minutes per day per rep.

What Are Recent G2 Reviews of GoldMine?

What Are G2 Users Discussing About GoldMine?

AdOrbit

Aysling Vendor Management is the cloud-based Vendor Management System that puts you in control of your vendors and freelancers. It streamlines your vendor contracts, payments, and projects. With no startup fees, no user fees, and no hidden fees, Aysling Vendor Managements time tracking and payment modules improve your back office operations by ensuring you pick the right vendors for the job and they get paid exactly what they are owed.

Average Rating: 3.9/5.0

Total Reviews: 12

How Do G2 Users Rate AdOrbit?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 6.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 6.3/10 (Category avg: 8.6/10)

Who Is the Company Behind AdOrbit?

  • Seller: Aysling
  • Year Founded: 2005
  • HQ Location: Saline, Michigan
  • Twitter: @aysling
    310 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 42% Medium

What Do G2 Reviewers Say About AdOrbit?

AI-generated summary from verified user reviews

Cons
  • Users feel the need for more focus on UI improvements, despite appreciating the good features of AdOrbit.

What Are Recent G2 Reviews of AdOrbit?

What Are G2 Users Discussing About AdOrbit?

FinCRM

FinCRM providing Customer Relationship Management (CRM) software and Full Stack Office Management solutions. The company possesses prowess in developing tailored CRM software solutions with the integration of advanced features to empower your workforce and lead to the pathway of lucrative business opportunities. It also offers CRM integrated Office Management Software to streamline your internal operations, improve marketing proficiency, and upsurge productivity. FinCRM is developed to serve several industries, including insurance, bank, NBFC, education, e- commerce, auto dealership, and more. The software is developed in such a way that any industry player can customize it as per requirement. Moreover, FinCRM is budget-friendly, so you don’t need to worry about your financial plans.

Average Rating: 4.3/5.0

Total Reviews: 17

How Do G2 Users Rate FinCRM?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.5/10 (Category avg: 8.6/10)

Who Is the Company Behind FinCRM?

  • Seller: FinCRM Technologies
  • Year Founded: 2020
  • HQ Location: Pune, Maharashtra
  • Twitter: @fincrmofficial
    15 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 47% Small, 37% Medium

What Are Recent G2 Reviews of FinCRM?

What Are G2 Users Discussing About FinCRM?

Launchpad CRM

LaunchPad CRM is a customer relationship management system specifically designed for the media and publishing industry. It streamlines sales processes by enabling teams to track and communicate with prospects, manage advertisers and agencies, create insertion orders, traffic ad materials, proof content, and generate real-time reports. The platform is web-based, offering easy mobile access, allowing sales teams to retrieve customer records, invoices, proofs, sales history, and analytics from any device with an internet connection. LaunchPad CRM also provides intuitive learning resources, including initial training sessions and self-learning videos, to support user proficiency. Key Features and Functionality: - Sales Force Management & Tracking: Tailored for the media industry, it facilitates tracking and communication with prospects, management of advertisers and agencies, creation of insertion orders, and real-time reporting. - Web-Based & Mobile Access: Accessible from smartphones, tablets, or any internet-connected computer, providing instant access to essential sales data. - Intuitive Learning: Offers initial training and self-learning materials to ensure users can effectively utilize the system. - Sales Reporting: Provides over 100 report templates for customer tracking, media tracking, sales force tracking, and commission reports, enabling comprehensive analysis and decision-making. - Contact Management: Organizes sales contacts by agency, brands, marketing profiles, and territory, with robust territory management and call list features. - LaunchPad SyncEmail™: Seamlessly integrates with Outlook Exchange, Google G-Suite, and Office365, automatically linking client emails and replies to corresponding account records. Primary Value and Solutions Provided: LaunchPad CRM addresses the unique needs of media and publishing professionals by offering a centralized platform that enhances sales efficiency and organization. It simplifies complex sales processes, ensures seamless communication, and provides comprehensive reporting tools. By integrating with existing email systems and offering mobile accessibility, it empowers sales teams to manage client relationships effectively, track performance, and make informed decisions, ultimately driving revenue growth and operational excellence.

Average Rating: 4.2/5.0

Total Reviews: 18

How Do G2 Users Rate Launchpad CRM?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 5.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Launchpad CRM?

  • Seller: Launchpad CRM
  • HQ Location: Twickenham
  • Twitter: @LaunchpadCRM
    2 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 36% Small, 32% Large

What Do G2 Reviewers Say About Launchpad CRM?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Launchpad CRM, aided by helpful menus and options to correct mistakes.
  • Users love the real-time invoicing feature of Launchpad CRM, considering it the best in their experience.
Cons
  • Users struggle with accessing subject matter experts, making it challenging to get timely answers and support.

What Are Recent G2 Reviews of Launchpad CRM?

What Are G2 Users Discussing About Launchpad CRM?

ezeeCRM

ezeeCRM is a comprehensive Customer Relationship Management (CRM) solution designed to streamline business operations by integrating various functionalities into a single platform. It offers modules such as marketing automation, sales automation, human resource and payroll management, helpdesk support, learning management, document management, asset tracking, preventive maintenance, point of sale, warehouse and inventory management, and production planning. This all-in-one approach enables businesses to centralize their operations, automate processes, and gain valuable insights to drive growth and success. Key Features and Functionality: - Marketing Automation: Craft, execute, and analyze marketing campaigns with precision, utilizing tools for audience segmentation, campaign effectiveness measurement, and marketing automation. - Sales Automation (CRM): Manage leads, contacts, customers, deals, quotations, sales orders, and invoices efficiently. Features include email integration, telephony integration, social media integration, and live chat support to enhance sales performance. - Human Resource and Payroll Management (HRMS): Streamline HR processes with tools for talent acquisition automation, employee performance tracking, training and development, leave and attendance management, and HR analytics. - Helpdesk Support: Enhance customer support experiences with ticketing system integration, multi-channel support, service level agreement monitoring, and feedback collection. - Learning Management: Facilitate employee training and development through a centralized learning management system. - Document Management: Organize and manage documents efficiently, ensuring easy access and compliance management. - Asset Tracking and Preventive Maintenance: Track asset lifecycles, schedule maintenance, manage depreciation, and centralize asset-related documentation. - Point of Sale (POS): Facilitate the checkout process, provide real-time tracking of sales, and accept multiple forms of payment, enhancing customer experience. - Warehouse and Inventory Management: Track inventory movement in real-time, automate order fulfillment, optimize warehouse layout, forecast demand patterns, and manage product returns efficiently. - Production Planning: Manage intricate product structures with multi-level Bill of Materials (BOM), visualize components required for each finished good, and track work orders to optimize production flow. Primary Value and Solutions Provided: ezeeCRM empowers businesses to centralize their operations, automate repetitive tasks, and gain actionable insights, leading to improved efficiency and productivity. By integrating various business functions into a single platform, it eliminates the need for multiple disparate systems, reducing complexity and costs. The solution addresses common business challenges such as inefficient workflows, data silos, and manual errors by providing tools for automation, real-time data access, and comprehensive analytics. This holistic approach enables businesses to make informed decisions, enhance customer relationships, and drive sustainable growth.

Average Rating: 3.6/5.0

Total Reviews: 11

How Do G2 Users Rate ezeeCRM?

  • Has the product been a good partner in doing business?: 7.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.8/10 (Category avg: 8.6/10)

Who Is the Company Behind ezeeCRM?

Who Uses This Product?

  • Company Size: 64% Small, 27% Medium

What Do G2 Reviewers Say About ezeeCRM?

AI-generated summary from verified user reviews

Pros
  • Users value the easy-to-use dashboard of ezeeCRM, facilitating efficient sales tracking and customer management.
  • Users appreciate the ease of use of ezeeCRM, benefiting from its intuitive dashboard and streamlined sales process.
  • Users appreciate the easy customization of ezeeCRM, allowing tailored sales pipelines and streamlined management of leads.
  • Users highlight the easy implementation of ezeeCRM, streamlining sales tracking and lead management effectively.
  • Users appreciate the easy lead management features of ezeeCRM, streamlining sales processes and improving customer engagement.
Cons
  • Users find the learning curve for advanced settings challenging, making initial navigation and usage difficult.

What Are Recent G2 Reviews of ezeeCRM?

Fat Free CRM

This is Fat Free CRM commits feed that gets updated every time I push new code to Github.

Average Rating: 3.9/5.0

Total Reviews: 10

How Do G2 Users Rate Fat Free CRM?

  • Has the product been a good partner in doing business?: 7.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Fat Free CRM?

Who Uses This Product?

  • Company Size: 40% Medium, 40% Small

What Are Recent G2 Reviews of Fat Free CRM?

Ligna

Ligna is a complete sales, marketing, and enablement platform with every feature you need to close clients, manage content, oversee projects, and track every detail.

Average Rating: 3.6/5.0

Total Reviews: 13

How Do G2 Users Rate Ligna?

  • Has the product been a good partner in doing business?: 8.1/10 (Category avg: 8.9/10)
  • Workflow Capability: 6.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Ligna?

  • Seller: Ligna
  • Year Founded: 2021
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 64% Small, 21% Medium

What Do G2 Reviewers Say About Ligna?

AI-generated summary from verified user reviews

Pros
  • Users love the extensive features of Ligna, including calling capabilities and various built-in tools for diverse tasks.
Cons
  • Users struggle with a steep learning curve due to setup difficulties and complicated features like the funnel builder.
  • Users experience numerous glitches and performance issues with Ligna, impacting usability and support accessibility.
  • Users often face call issues with Ligna, including glitches and a non-functional SMS service hindering their experience.
  • Users find the funnel builder challenging without coding skills, though recent updates offer some improvement.
  • Users report significant performance issues with Ligna, including glitches and slow loading times that hinder usability.

What Are Recent G2 Reviews of Ligna?

openCRX

openCRX, your enterprise-class private cloud with state-of-the-art customer relationship management (CRM), calendaring and issue tracking - a high quality open source solution!

Average Rating: 4.5/5.0

Total Reviews: 10

How Do G2 Users Rate openCRX?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind openCRX?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 70% Small, 30% Medium

What Are Recent G2 Reviews of openCRX?

What Are G2 Users Discussing About openCRX?

Core CRM Pro

Core4 CRM management software is customer relationship management at its best: end-to-end management of all customer touch-points and commitments, from external interactions with your customers to internal project management and task and time tracking, including work orders and invoicing.

Average Rating: 4.3/5.0

Total Reviews: 10

How Do G2 Users Rate Core CRM Pro?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Core CRM Pro?

Who Uses This Product?

  • Company Size: 50% Small, 40% Large

What Are Recent G2 Reviews of Core CRM Pro?

What Are G2 Users Discussing About Core CRM Pro?

Jarvis CRM

Jarvis is a Platform for Marketing, Sales, CRM, ERP, and Projects The Jarvis CRM/ERP Platform contains over 20 years of experience working in multiple industries, with many different customers with very different needs. Our focus on design plays a considerable role in Jarvis CRM. Business applications should be beautiful and functional. Jarvis CRM is the 2017 recipient of the FileMaker Business Alliance Excellence Award for Design. Productivity and simplicity are the results. You'll spend fewer clicks and less time searching for the items your boss needs. In Jarvis, all data is in one place with access via desktop, web-browser and iPhone. Gone are the days of finding paperwork, emails, and figuring out who has the current version of a spreadsheet. Jarvis CRM/ERP includes all of the modules needed to run a business successfully with a single application. Integrations: • Quickbooks Online, No Plugins or annual fees. • SendGrid Email for sending a guaranteed email. Flag customers with bounced emails. Inbound Parse. • Zoom for meetings • Google for addresses, maps, Calendar General: • Optimized for FileMaker 19 • All layouts enlarged to fit a 15inch laptop edge (1680x1000) • Updated Interface • More user-defined preferences Calendar • Recoded to work as embedded javascript in Jarvis - no PHP, no install • NEW Set colors for events in the settings area Campaigns • Simpler interface • New multi-level campaign actions that roll-up results • New group list from campaign action - log activities and send emails from the group list • New results by campaign action - view results by group members that responded - log activities and send emails from the group list • Actions - Create a New Group. Companies • Visuals for sales performance • Create quotes, invoices, sales orders, projects • Updated interactions panel to show only a list of activities with a link to view details • NEW links for tracking multiple company URL's • Subscriptions • Custom pricing Contacts • Visuals for sales performance • Log Tasks, Activities, Email, Schedule Appointments • Plan Marketing with Touchpoints via a template • Marketing Groups • Lead qualification • Opportunities, quotes, invoices, sales orders, projects • Related contacts, linked contacts Commissions • New Approval • Payment view • Paid view Documents • Added tags Email • Templates - SendGrid integrated, HTML formatted • NEW incoming Email Products and Services • Visuals for sales performance • Create and track purchase orders • Manage inventory • QR codes • Kitting • Related Products Opportunities • NEW Added an implementation plan. • Updated sales stages to prospect, discover, recommend, implement • Opportunity specific tasks for sales stages • Track probability of sales • Stages: Discovery, Recommendation, Closing • Multiple quotes per opportunity • Contract storage and process tracking Projects • Restyled overview panel • Choice between Gantt and tasks • Gantt opens in a resizable window and autosaves • New fields for project links and recurring meeting id for zoom • Project risks and planning • Notebooks • Track time and expenses • Create invoices for the project • Project templates Users • Your dashboard • User-centric menu • Visualizations ( activity tracking, hours, and sales data) • View sales vs. sales Goals • Set sales goals by the year • Manage employees, HR module • NEW Teams for managing incoming Email • NEW Sales territories • NEW education panel - required training and courses taken, tracks CEU's. • Updated email signature to use the HTML text editor. • Added preference button for sales. If de-selected, it will hide sales features from the user's view. • Menu - timesheets and expenses will hide if turned off in the system • NEW - Timecards General Features • Quoting • Invoices • Sales Orders • Payments • Expense reports • Timesheet • Vendor Management, Bills and Payments • Purchase Orders What's New Jarvis 7 is the most significant update to date. Every part of Jarvis has been reviewed to ensure it is as modernized and updated for FileMaker 19. Jarvis contains the largest marketing module of any application on the FileMaker platform. Email templates, multiple marketing actions, HTML signatures, groups, inbound parsing of email bring Jarvis full circle. Everything is using FileMaker's javascript functions in the web viewers eliminating the need for PHP. New modules: Courses, Job Descriptions, extend employee management. Over 70 total new features and updates have been added.

Average Rating: 4.8/5.0

Total Reviews: 14

How Do G2 Users Rate Jarvis CRM?

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

Who Is the Company Behind Jarvis CRM?

  • Seller: The Scarpetta Group
  • Year Founded: 2008
  • HQ Location: Simpsonville, SC
  • Twitter: @ScarpettaGroup
    969 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 71% Small, 24% Medium

What Are Recent G2 Reviews of Jarvis CRM?

What Are G2 Users Discussing About Jarvis CRM?

Solid Performers CRM

Solid Performers CRM is a comprehensive cloud-based customer relationship management solution designed to streamline sales, marketing, and customer service processes for small and medium-sized businesses. By automating lead management, sales tracking, and client interactions, it enhances productivity and fosters business growth. The platform's user-friendly interface and customizable features ensure seamless integration with existing systems, making it adaptable to various industry needs. Key Features and Functionality: - Lead Management: Automates lead addition, allocation, and nurturing, ensuring timely follow-ups and efficient conversion. - Sales Automation: Manages sales pipelines, tracks deals, and forecasts growth, providing a clear overview of sales performance. - Contact Management: Centralizes customer information, facilitating effective communication and relationship building. - Email Integration: Consolidates email communications within the CRM, ensuring no interactions are missed. - Customizable Dashboards: Offers tailored dashboards with real-time analytics to monitor key performance indicators. - Mobile Access: Provides mobile applications for iOS and Android, enabling on-the-go access to CRM functionalities. - Workflow Automation: Automates repetitive tasks, enhancing operational efficiency and reducing manual errors. - Reporting and Analytics: Delivers comprehensive reports and analytics to assess performance and inform strategic decisions. Primary Value and Solutions Provided: Solid Performers CRM addresses common operational challenges by centralizing and automating critical business processes. It enhances lead conversion rates, improves customer engagement, and provides actionable insights through detailed analytics. By offering a scalable and customizable platform, it supports businesses in optimizing their workflows, increasing productivity, and achieving sustainable growth.

Average Rating: 4.8/5.0

Total Reviews: 54

How Do G2 Users Rate Solid Performers CRM?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Solid Performers CRM?

Who Uses This Product?

  • Top Industries: Real Estate, Electrical/Electronic Manufacturing
  • Company Size: 70% Small, 26% Medium

What Do G2 Reviewers Say About Solid Performers CRM?

AI-generated summary from verified user reviews

Cons
  • Users struggle with configuration issues, resulting in a frustrating experience and wasted resources on Solid Performers CRM.
  • Users find Solid Performers CRM expensive and ineffective, leading to wasted time and resources on unresolved issues.
  • Users find the learning curve steep, facing challenges in configuration and wasting time and money on issues.
  • Users find Solid Performers CRM to be time-consuming, often feeling their subscription is wasted on unresolved issues.

What Are Recent G2 Reviews of Solid Performers CRM?

What Are G2 Users Discussing About Solid Performers CRM?

Tall Emu CRM

Tall Emu CRM is a comprehensive customer relationship management (CRM) software system designed to streamline business operations and enhance customer interactions. Tall Emu CRM offers a wide range of features and benefits tailored to meet the needs of businesses across various industries. Contact Management: Tall Emu CRM allows businesses to effectively manage their contacts, including customers, leads, and vendors, in one centralised platform. Users can easily access contact information, communication history, and interactions. Sales Automation: The CRM offers robust sales automation tools, such as lead management, opportunity tracking, and sales forecasting. This helps sales teams prioritise leads, track sales pipelines, and identify opportunities for growth. Marketing Automation: Tall Emu CRM enables businesses to automate marketing campaigns, including email marketing, social media integration, and lead nurturing. Users can create personalised marketing strategies to engage customers and drive conversions. Customer Service: With built-in customer service features, businesses can efficiently manage customer inquiries, support tickets, and service requests. The CRM provides a unified platform for resolving issues and delivering exceptional customer support. Benefits: Improved Efficiency: Tall Emu CRM streamlines business processes, automates repetitive tasks, and eliminates manual data entry, resulting in improved efficiency and productivity. Seamless integrations with MYOB and Xero accounting software means no double entry and reduced chance of errors. Enhanced Customer Relationships: By centralizing customer data and interactions, businesses can deliver personalised experiences, build stronger relationships, and increase customer satisfaction. Increased Sales Revenue: The CRM's sales automation capabilities help sales teams prioritize leads, close deals faster, and maximize revenue opportunities, leading to increased sales performance. Effective Marketing Campaigns: Tall Emu CRM empowers businesses to create targeted marketing campaigns, track campaign performance, and measure ROI, resulting in more effective marketing strategies and higher conversion rates.

Average Rating: 4.5/5.0

Total Reviews: 11

How Do G2 Users Rate Tall Emu CRM?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Tall Emu CRM?

  • Seller: Tall Emu
  • Year Founded: 2002
  • HQ Location: Sydenham, AU
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 55% Small, 27% Medium

What Do G2 Reviewers Say About Tall Emu CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the responsive customer support of Tall Emu CRM, receiving quick solutions to their issues.
  • Users find Tall Emu CRM's ease of use makes client data management simple and efficient.
  • Users value the effective customer management features of Tall Emu CRM that enhance follow-ups and personalize outreach.
  • Users appreciate the ease of learning with Tall Emu CRM, finding the interface intuitive and user-friendly.
  • Users value the easy access of Tall Emu CRM, making it simple for anyone to get started effortlessly.
Cons
  • Users are disappointed by the limited customization options, hindering the ability to create necessary automations.
  • Users find the difficult customization in Tall Emu CRM limits their ability to create necessary automations.
  • Users find the limited customization options in Tall Emu CRM restrict their ability to create necessary automations.
  • Users highlight the integration issues with MYOB and Xero, hindering smooth automated invoicing processes.
  • Users find the limited automation in Tall Emu CRM hinders their ability to customize workflows effectively.

What Are Recent G2 Reviews of Tall Emu CRM?

Clevero

Clevero is a low-code, all-in-one business management platform designed to assist organizations with 5 to 500 employees in streamlining their operations. This platform provides a comprehensive solution that enables businesses to establish a solid foundation for their operational processes, facilitating growth and scalability. By integrating various essential functions into a single system, Clevero empowers teams to manage their workflows more effectively and efficiently. Targeting small to medium-sized enterprises, Clevero addresses the challenges of managing multiple tools and systems that often lead to inefficiencies and confusion. The platform is particularly beneficial for businesses looking to centralize their operations, as it combines critical components such as customer relationship management (CRM), project management, booking systems, e-signatures, invoicing, and accounting integrations with popular software like Xero and MYOB. This integration allows users to automate workflows, thereby reducing the chaos often associated with using disparate tools. One of the key features of Clevero is its ability to centralize sales, delivery, and financial management. By consolidating these functions, businesses can gain greater visibility into their operations, enabling them to make informed decisions based on real-time data. The platform's low-code nature also allows users to customize their workflows without needing extensive technical expertise, making it accessible for teams with varying levels of digital proficiency. This flexibility is particularly advantageous for businesses that require tailored solutions to meet their unique operational needs. Moreover, Clevero enhances consistency and control across business processes. By automating routine tasks and providing a unified platform for collaboration, teams can focus on higher-value activities rather than getting bogged down by administrative burdens. The integration of invoicing and accounting features further simplifies financial management, allowing businesses to maintain accurate records and streamline their billing processes. Overall, Clevero stands out in the business management software category by offering a comprehensive, user-friendly solution that caters to the specific needs of growing organizations. Its focus on centralization, automation, and customization makes it an invaluable tool for businesses aiming to improve their operational efficiency and support their growth ambitions.

Average Rating: 4.5/5.0

Total Reviews: 11

How Do G2 Users Rate Clevero?

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

Who Is the Company Behind Clevero?

  • Seller: Clevero
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Melbourne, AU
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 43% Medium, 36% Small

What Do G2 Reviewers Say About Clevero?

AI-generated summary from verified user reviews

Pros
  • Users find Clevero extremely easy to use, with minimal training required and seamless integration enhancing workflow efficiency.
  • Users love the automation capabilities of Clevero, streamlining processes and enhancing patient care efficiently.
  • Users highlight the excellent customer support from Clevero, noting impressive responsiveness and helpful assistance throughout their experience.
  • Users value the automation features of Clevero, enhancing efficiency and customizability while streamlining patient care processes.
  • Users appreciate the customizability of Clevero, enabling extensive personalization without the need for coding skills.
Cons
  • Users find difficult reporting in Clevero, as the features lack robustness and cohesion for performance analysis.
  • Users feel the price of Clevero is expensive, yet understand that lower costs may lead to less effective tools.
  • Users note that expertise is required for configuration, making the setup process challenging for some individuals.
  • Users find the cross table reporting features lacking, desiring more robust functionality for conditional filters in child entity reports.
  • Users find the incomplete information in Clevero's reporting hinders understanding overall business performance and improvement strategies.

What Are Recent G2 Reviews of Clevero?

Julie Jung
JJ
Researched and written by Julie Jung
Updated March 5, 2025