# Best CRM Software - Page 57

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,108

### Category Stats (Aug 2026)

- **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 122,200+ Authentic Reviews
- 1,108+ Products
- Unbiased Rankings

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

## G2 Grid® for CRM Software
 ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=576&focus%5B%5D=128650&focus%5B%5D=3296&focus%5B%5D=1934)

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Bigin by Zoho CRM, Close, 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=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=activecampaign)

**Sponsored**

### Savant Labs

Savant is an AI workflow automation platform built for enterprise finance, tax, and accounting teams. It turns messy, manual data work like extraction, preparation, reconciliation, and reporting into centrally governed, audit-ready workflows, driving efficiency without sacrificing accuracy, control, or compliance. Savant integrates with your preferred LLM, including Claude, Copilot, ChatGPT, and private LLMs, so you control model choice, data residency, and cost. Ask in plain language for the workflow you want to build, or simply say "run this month's reconciliation," and Savant turns that instruction into a repeatable, governed, auditable workflow. Trusted by Fortune 500 enterprises, Savant catches errors before they're filed, ensures audit readiness without the scramble, and gives finance teams their time back. WHAT SETS SAVANT APART Unlike general-purpose AI tools or legacy analytics platforms, Savant was built specifically for finance workflows where 99% accuracy isn't good enough — because 1% errors at scale become audit findings, restatements, and compliance exposure. Three things make Savant different - Deterministic, not probabilistic: Savant uses rule-based AI agents, not LLM guesses. Consistent inputs produce consistent outputs. - Governance and auditability are built in, not bolted on: Audit trail, data lineage, SOX controls, role-based access, and evidence packs are standard, not add-ons. - Handles the data other tools can't: Native processing for PDFs, scanned documents, and invoices — the unstructured data that breaks legacy workflows. KEY FEATURES - AI-powered workflow automation: Automate any workflow end to end — financial reconciliation, month-end close, tax provisioning, accruals, and more. Works with structured and unstructured data, including PDFs, scanned documents, and ERP extracts. - Reproducible results: AI agents follow step-by-step logic with validation at each stage. Same inputs produce the same outputs, every time — no black boxes, no probabilistic guesses. - Built-in audit trail, data lineage, and evidence packs: Every workflow step is logged automatically. Complete data lineage from source to output. No manual documentation, no reconstructing steps across email chains. - SOX compliance by design: Segregation of duties, version control, approval management, and user activity history are built in from day one. - Human-in-the-loop exception handling: Savant proactively flags exceptions for human review, allowing analysts to catch errors before they reach a filing. The AI learns from human judgments over time. - 500+ enterprise connectors: Connect to your existing ERPs, CRMs, BI platforms, file systems, email, and more out of the box. - Enterprise-grade security: SOC 2 Type II, SOC 1 Type II, ISO 27001. SSO/SAML, role-based access control, private cloud and VPC deployment available. USE CASES - Month-end and year-end close automation - Financial reconciliations and tie-outs - Tax provision preparation - State apportionment calculations - Sales and use tax reconciliation - Data extraction from PDFs, invoices, and scanned documents - ERP data consolidation across multiple systems - Intercompany accounting and multi-entity reporting - Audit evidence package preparation - Recurring reporting and dashboard publishing

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-11T22%3A18%3A28Z&secure%5Bdisplayable_resource_id%5D=1412&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1327618&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1327618&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%3F11bdb1e1_page%3D2%265a85d1e9_page%3D2%26page%3D57&secure%5Btoken%5D=aed70e347bfad3a9248b06f9f52a5f99efd2152d8b13e790dd8a2a5e35f69150&secure%5Burl%5D=https%3A%2F%2Fsavantlabs.io%2Fplatform%2Fdata-preparation%2F&secure%5Burl_type%5D=custom_url)

### [Bizmated Stack CRM](https://www.g2.com/products/bizmated-stack-crm/reviews)

Bizmated Stack CRM is a marketing and CRM company based in Plano, Texas, launched in 2024. With a small yet skilled team of five, Bizmated is dedicated to helping businesses streamline operations and grow. Despite its size, Bizmated combines expertise with cutting-edge technology to deliver impactful solutions to businesses across industries. The Bizmated platform is an all-in-one CRM solution designed to simplify marketing and customer relationship management. Key features include automated workflows, email and SMS marketing, sales funnels, landing page creation, pipeline management, and reputation management tools. By bringing all these essential tools into one customizable platform, Bizmated makes it easier to manage leads, automate tasks, and centralize client communications. With Bizmated, businesses can save time, boost efficiency, and improve lead conversion rates. It’s the perfect tool for companies looking to scale their operations, enhance customer engagement, and optimize marketing campaigns. Whether you're a startup or an established agency, Bizmated offers the best CRM software features to help you grow and succeed.

#### Who Is the Company Behind Bizmated Stack CRM?

- **Seller:** [Bizmated](https://www.g2.com/sellers/bizmated)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

A minmal CRM with built-in chat, voice calls, and contract sign-in — designed for small service businesses like car rentals, plumbers, electricians, assistants and cleaning services. Who need to close deals fast, not manage software. This whole system from $17 a month. Best alternative of gohighlevel, pipedrive, hubspot and zoho crm.

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

- **Seller:** [BlackBox CRM](https://www.g2.com/sellers/blackbox-crm)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Bluver](https://www.g2.com/products/bluver/reviews)

Bluver is an all-in-one CRM and business management platform built for blue-collar service businesses including HVAC, plumbing, electrical, landscaping, roofing, cleaning, painting, and general contracting. The unified inbox pulls messages from Gmail, Facebook, Instagram, Google Business Profile, SMS, and voice calls into one place. An AI receptionist monitors conversations 24/7, drafts replies in your voice, identifies leads, and suggests actions — nothing sends without your approval. Schedule jobs with Google Calendar sync, send quotes with reusable templates, create invoices, and accept credit card and bank payments through Stripe. Post to Facebook, Instagram, and Google Business Profile from one screen. Build a professional business website with no code using industry-specific templates. Track team hours, expenses, and manage timesheets. Create standard operating procedures for your crew. Analytics tracks revenue, response times, customer retention, and scheduling. Free plan available. Starter at $29/mo and Pro at $5/seat/mo for teams up to five users.

#### Who Is the Company Behind Bluver?

- **Seller:** [Bluver](https://www.g2.com/sellers/bluver)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Boldik](https://www.g2.com/products/boldik/reviews)

Boldik is a simple CRM built for freelancers, consultants, and entrepreneurs. Unlike complex enterprise tools, Boldik focuses on what independent professionals actually need: client profiles, retainer tracking, follow-up reminders, and renewal alerts — all in a beautiful, intuitive interface. Key features: - 5-minute setup, no training required - Retainer and renewal tracking - Client relationship management - Follow-up task reminders - Beautiful dark UI Free forever for up to 10 clients. Paid plans start at $6/month. Perfect for freelancers, consultants, coaches, and small agencies who want professional client management without enterprise complexity.

#### Who Is the Company Behind Boldik?

- **Seller:** [Apptech Software](https://www.g2.com/sellers/apptech-software-03be2218-91ea-4ad9-ad37-9dd8193d3ead)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

We are Your Brand’s Command Center for organizing and streamlining digital marketing operations. BRANDCENTRAL CRM is a U.S.-based software platform built for marketers, agencies, and growing businesses who need a clean, efficient system rather than an overwhelming, feature-heavy tool. Our company focuses on providing practical, scalable solutions that help teams manage their marketing workflows more effectively. BRANDCENTRAL CRM includes core functionality such as contact management, customizable pipelines, workflow automation, email marketing tools, and real-time reporting. The platform centralizes customer and campaign data, helping users stay organized while reducing the need for multiple disconnected systems. By focusing on essential tools rather than unnecessary complexity, the CRM provides a clear, intuitive environment for managing day-to-day marketing operations. The primary value of BRANDCENTRAL CRM is its ability to simplify work, save time, and improve visibility across marketing and sales activities. Built-in automation reduces manual tasks, supports consistent follow-up, and maintains clean data, allowing users to focus on strategy and growth. Our system supports the English language and is designed to scale with organizations as they expand their digital marketing efforts. BRANDCENTRAL CRM differentiates itself by offering a streamlined, marketing-specific CRM that eliminates clutter and focuses on the tools professionals actually use. Many CRMs are overloaded with features that create confusion or slow down teams; our approach is the opposite. We prioritize clarity, automation, and ease of use. Users choose BRANDCENTRAL because it improves workflow efficiency, reduces operational friction, and provides a reliable command center for all marketing activity—ultimately helping businesses operate smarter, faster, and with greater consistency.

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

- **Seller:** [BRANDCENTRAL](https://www.g2.com/sellers/brandcentral)
- **Year Founded:** 2025
- **HQ Location:** Charlotte, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=913cd5cde625551d90e95e7b04b1168b02ec4c53688dd67a70e338683903d207&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbrandctl%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [BumpCRM](https://www.g2.com/products/bumpcrm/reviews)

BumpCRM is the ecommerce CRM designed for teams doing brand-direct outreach and Amazon seller prospecting. Unlike generic CRMs built for enterprise SaaS sales, BumpCRM is purpose-built for the way ecommerce teams actually work: researching brands, sending cold outreach, following up across weeks-long cycles, and managing relationships with hundreds of accounts at once. \*\*AI Brand Research\*\* Enter any brand name and BumpCRM's AI instantly surfaces contacts, email addresses, and key business details — so you spend less time on Google and more time in conversations. \*\*Unified Inbox\*\* Send and receive emails directly inside BumpCRM. Every message is automatically linked to its brand so you always have full context before you reply. No more switching between Gmail and your CRM. \*\*Smart Follow-up Automation\*\* Set your outreach cadence once and BumpCRM does the rest. Automated reminders surface the right brands at the right time based on where they are in your workflow. \*\*Visual Workflow Builder\*\* Drag and drop your outreach sequence — first email, follow-up call, second email, check-in — and apply it across your entire pipeline. Customize it for different product categories or buyer types. \*\*AI-Powered Email Drafts\*\* Generate personalized outreach and follow-up emails with AI that understands the brand you're contacting. Edit, send, and track replies without leaving the app. \*\*Brand Pipeline Management\*\* See your entire book of business at a glance. Filter by status, star priority accounts, and track activity history for every brand in your pipeline. \*\*Team Collaboration\*\* Invite teammates, assign brands, and manage permissions. Built for outreach teams of 1 to 6+. \*\*Document Storage\*\* Attach line sheets, rate cards, contracts, and decks directly to brands. Everything in one place, no shared drives required. \*\*Pricing\*\* - Lite: $39.99/month — 1 user, 400 monthly AI research credits, all features - Starter: $59.99/month — 2 users, 800 credits - Pro: $99.99/month — 6 users, 2,500 credits, priority support - 14-day free trial on all plans. No credit card required.

#### Who Is the Company Behind BumpCRM?

- **Seller:** [BumpCRM](https://www.g2.com/sellers/bumpcrm)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Bunch / BunchCRM](https://www.g2.com/products/bunch-bunchcrm/reviews)

Most Indian SME owners run their business on a patchwork of tools — a CRM for leads, Tally for accounts, WhatsApp for follow-ups, Excel for everything else, and a person whose full-time job is stitching it all together. Bunch was built to end that. Bunch is an AI-powered CRM + ERP platform designed specifically for Indian SMEs — not a generic global tool localized after the fact, and not enterprise software with the price tag hidden until the demo. It combines sales, operations, and finance workflows into a single system, with an AI layer that lets owners talk to their business directly: ask for today's collections, get a smart follow-up on a cold lead, or generate a summary without digging through five dashboards. And unlike most CRMs, Bunch doesn't charge per user — so growing your team never means growing your software bill. One platform. Every deal, every rupee, every follow-up — in one place.

#### Who Is the Company Behind Bunch / BunchCRM?

- **Seller:** [Bunch AI Solutions](https://www.g2.com/sellers/bunch-ai-solutions)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

Buopso is a powerful CRM platform designed to streamline sales, automate workflows, manage leads, track approvals, and enhance team productivity. Ideal for growing businesses, Buopso boosts efficiency with real-time insights and user-friendly tools.

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

- **Seller:** [Buopso](https://www.g2.com/sellers/buopso)
- **Year Founded:** 2020
- **HQ Location:** Gurugram, , IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f6144283288fb77592ea3f391e7d4b18eec2e090cbebf2fb7a199a99edca570f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbuopso&secure%5Burl_type%5D=linkedin_company_website)  
48 employees on LinkedIn®

### [Cavyro](https://www.g2.com/products/cavyro/reviews)

Cavyro is an agentic CRM, wired into the place your customers already message you. Pipelines, deals, meetings, automations, campaigns and reporting. Your team runs it from the app or from Telegram. Your agents run it headless over MCP.

#### Who Is the Company Behind Cavyro?

- **Seller:** [CherryIT](https://www.g2.com/sellers/cherryit)
- **Year Founded:** 2026
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9f493544efc8b1459084286aec93bfaf975faa89c1185c868daba3b44f4c023a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcavyro&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Effortless CRM and Telegram Shared Inbox"](https://www.g2.com/survey_responses/cavyro-review-13239472)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/cavyro-review-13239472)

### [Centrix One CRM](https://www.g2.com/products/centrix-one-crm/reviews)

A Canadian owned and operated CRM for Small Business.

#### Who Is the Company Behind Centrix One CRM?

- **Seller:** [Cebtrix One](https://www.g2.com/sellers/cebtrix-one)
- **Year Founded:** 2015
- **HQ Location:** Montreal, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b76a944e1f4bbe1d9f336aca7143643f80aebf9f955833ada63fcc096c9547f3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcentrixone&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

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

ChargeJet CRM is an OCPP-compliant EV Charging Management and Customer Relationship platform designed for Charge Point Operators, EPC companies, and fleet businesses. It enables remote charger monitoring, automated billing, customer lifecycle management, analytics, and white-label deployment from a single unified dashboard.

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

- **Seller:** [ChargeJet](https://www.g2.com/sellers/chargejet)
- **Year Founded:** 2025
- **HQ Location:** Jaipur, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=933c03edc12329fcc4702ca6ffe52fc996fafd48b4309ce06a9d03fc2b455df7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fchargejet%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

### [Charlie Lounge](https://www.g2.com/products/charlie-lounge/reviews)

Charlie Lounge is a cloud-based CRM platform built on GoHighLevel that combines customer relationship management tools with an AI assistant called Evelyn AI. It is designed for small and medium-sized business owners who need to manage contacts, automate communications, schedule appointments, send invoices, and get guidance on using their CRM system. Evelyn AI is a conversational assistant integrated directly into the platform. It stores persistent memory about each user's business — including goals, client details, preferences, and past decisions — and uses this context to provide relevant answers and take direct actions within the CRM. Actions include creating contacts, updating pipeline stages, adding notes, creating tasks, and sending messages. Before executing any action, Evelyn presents a confirmation step so the user can review and approve what will happen. The platform includes a knowledge base of 1,318 guides covering CRM features in English, Czech, and Spanish. Users can ask Evelyn questions about the platform and receive step-by-step answers drawn from this knowledge base. Core features include contact management, sales pipeline tracking, appointment booking, invoice creation, email and SMS marketing automation, website builder, and a social media planner. The platform also includes an affiliate program and live 24/7 customer support provided through Extendly. Charlie Lounge is available in three plans starting at $29 per month. The Explorer plan provides full platform access including Evelyn AI. The Creator and Visionary plans include a one-time entry fee with expanded message limits and additional resources. The platform targets business owners in the United States, Czech Republic, Slovakia, and Latin America who want to reduce time spent on administrative tasks and consolidate multiple tools into a single system.

#### Who Is the Company Behind Charlie Lounge?

- **Seller:** [Charlie Lounge Group](https://www.g2.com/sellers/charlie-lounge-group)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f51bd30cdc4f3e19210ca9c5fc7b21f6436a203d59736048f565d2a1169e9a0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fevelyn-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [ChatCRM](https://www.g2.com/products/chatcrm/reviews)

ChatCRM es una plataforma integral diseñada para optimizar la gestión de la comunicación empresarial, combinando funcionalidades de CRM, atención al cliente a través de WhatsApp, campañas de marketing y una centralita telefónica con inteligencia artificial. Esta solución permite a las empresas centralizar y automatizar sus interacciones con los clientes, mejorando la eficiencia operativa y la satisfacción del cliente. El módulo CRM Central ofrece una vista completa de 360° de cada cliente, integrando el pipeline de ventas, agenda, tareas y embudos en un solo panel. Esto facilita el seguimiento detallado de las interacciones y el progreso de las oportunidades de negocio, permitiendo a los equipos comerciales gestionar sus actividades de manera más efectiva. ChatCRM WhatsApp proporciona una bandeja de entrada compartida para múltiples agentes, permitiendo la atención simultánea de clientes a través de WhatsApp. Incluye flujos automáticos configurables sin necesidad de conocimientos de programación, lo que permite automatizar respuestas y procesos, reduciendo tiempos de respuesta y aumentando la productividad del equipo. El módulo de Campañas WhatsApp permite el envío masivo de mensajes a listas segmentadas, utilizando plantillas aprobadas por Meta. Ofrece personalización de mensajes y estadísticas en tiempo real, facilitando la medición del impacto de las campañas y la optimización de estrategias de marketing. ChatCRM Voz actúa como un agente telefónico disponible 24/7, con capacidades de transcripción en tiempo real y enrutamiento inteligente de llamadas mediante inteligencia artificial. Esto garantiza que ninguna llamada quede sin atender y proporciona resúmenes automáticos que ahorran tiempo al equipo. La plataforma se integra con herramientas existentes a través de Webhooks, API REST y conectores nativos, incluyendo WhatsApp, Google Calendar, Zapier y Meta WABA. Esto permite una integración fluida en los flujos de trabajo actuales de la empresa. ChatCRM está diseñado para una implementación rápida y sencilla, sin instalaciones complejas ni necesidad de un equipo técnico especializado. Las empresas pueden conectar sus canales de comunicación, configurar flujos de atención y gestionar todas las interacciones desde un único panel en cuestión de minutos. Diversas empresas de sectores como alimentación, inmobiliario, construcción y servicios han transformado su comunicación con ChatCRM, destacando la centralización de mensajes, la mejora en la velocidad de respuesta y la eficiencia en la gestión de clientes como beneficios clave de la plataforma.

#### Who Is the Company Behind ChatCRM?

- **Seller:** [ORCA Business Software](https://www.g2.com/sellers/orca-business-software)
- **Year Founded:** 2000
- **HQ Location:** Valencia, ES
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d54aa47b873487d249285f742d0381eae38d9092abff4c03861c6b61cee5aab8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forca-sistemas-y-programacion-s.l&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

### [checkITeasy](https://www.g2.com/products/checkiteasy/reviews)

checkITeasy is an all-in-one CRM, ticketing, and service management platform designed to seamlessly integrate with Sage 100. It helps mid-sized companies connect sales, customer service, and contract management in a single, cloud-based system — eliminating data silos and improving operational efficiency. With a bidirectional Sage 100 interface, checkITeasy synchronizes customer data, tickets, quotes, and contracts in real time, ensuring that sales and service teams always work with the latest information.

#### Who Is the Company Behind checkITeasy?

- **Seller:** [iwm Informationstechnik](https://www.g2.com/sellers/iwm-informationstechnik)
- **Year Founded:** 2004
- **HQ Location:** Plettenberg, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bc0e26ffa8eb8deabfb969ec39964b60c8f474a60932ad5036678dd4cec974c8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fiwm-informationstechnik-gmbh%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [Cintram](https://www.g2.com/products/cintram/reviews)

Cintram is built for service businesses that deliver work online. Most service businesses don’t struggle because of bad work. They struggle because sales, onboarding, delivery, client communication, and payments are spread across different tools. Context gets lost and teams end up reacting instead of executing. Cintram brings the entire client journey into one connected system, from first inquiry through onboarding, delivery, and payment. Everything lives in one place, so teams always know what’s happening, what’s next, and who owns it. Cintram is designed for agencies, consultants, coaches, and productized service businesses that want clarity, control, and a simpler way to run their operation without juggling software.

#### Who Is the Company Behind Cintram?

- **Seller:** [Cintram](https://www.g2.com/sellers/cintram)
- **Year Founded:** 2023
- **HQ Location:** Coppell, TX, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d8b57a643485ba65c5ccda7da7b1fe0ddf4600e2b6a27bff78d7ef9f1adfd9d6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcintram&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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Spotlight Categories

[Contact Center Software](https://www.g2.com/categories/contact-center)

[Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform)

[Online Community Management Software](https://www.g2.com/categories/online-community-management)

[Pricing Software](https://www.g2.com/categories/pricing)

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Similar Categories

- [Sales Compensation](/categories/sales-compensation)
- [AI Sales Assistant](/categories/ai-sales-assistant)
- [Auto Dialer](/categories/auto-dialer)
- [Contract Analytics](/categories/contract-analytics)
- [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm)

- [Contract Management](/categories/contract-management)
- [Customer Revenue Optimization](/categories/customer-revenue-optimization)
- [E-Signature](/categories/e-signature)
- [Field Sales](/categories/field-sales)
- [Other Sales](/categories/other-sales)

- [Partnerships Management](/categories/partnerships-management)
- [PreSales](/categories/presales)
- [Quote Management](/categories/quote-management)
- [Revenue AI Platforms](/categories/revenue-ai-platforms)
- [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i)

[Browse CRM Themes](/categories/crm/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated March 5, 2025

Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The [best CRM software](https://www.g2.com/articles/best-crm-software) centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships.

CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles.

[CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals.

There are many different [types of CRM software](https://learn.g2.com/types-of-crm-software) provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help.

The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication.

To qualify for inclusion in the CRM category, a product must:

- Provide a bounded set of sales-related functions
- Provide lead, contact, account, and opportunity management functions
- Capture and store sales activities and interactions performed
- Consolidate customer history and transactions into a single interface
- Track prospects and contacts throughout the sales pipeline
- Facilitate communication at all phases of the customer lifecycle
- Provide reporting features to track sales performance
- Provide workflow automation capabilities to streamline sales processes
- Integrate functions into a unifying database and platform

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