# Best CRM Software - Page 20

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,088

### Category Stats (Aug 2026)

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

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 121,900+ Authentic Reviews
- 1,088+ 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=1934&focus%5B%5D=3296&focus%5B%5D=128650)

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, ActiveCampaign, Close, and Bigin by Zoho CRM.

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

**Sponsored**

### goHappy

goHappy helps leading employers connect with their frontline workforce via text, with no apps or adoption needed. 98% of our texts are read within 3 minutes, and we currently connect HR teams with over 1,000,000+ frontline workers. Our automation, segmentation, and auto-translation features help HR teams increase productivity and help lower turnover, because a happier frontline leads to a healthier bottom line. The team at goHappy has been operating in the frontline employee space for over 25 years and its mission is to help ALL frontline workers feel more valued and connected so they can reach their full potential. Our deep-rooted experience in frontline communication platforms, frontline employee engagement, frontline employee recognition, and more sets us apart. goHappy has six core solutions. Frontline Messaging is the gateway to all things goHappy. With our frontline communication platform, you can review contact lists, craft new messages, set up automations, manage triggers, text your frontline, and so much more. Our Feedback solutions allow you to conduct employee engagement and surveys via text to increase response rate. Surveys are anonymous, and automated: goHappy surveys yield faster, more authentic, and more reliable results. goHappy also serves in the employee rewards and employee recognition space: with shout-outs and rewards. goHappy Rewards are fully customizable to your organization: point values, milestones, who can award points, and what is redeemable is fully up to your organization. goHappy launched the Frontline Engagement Hub, which is a frontline employee intranet in 2025. This is an app-free, instant access intranet that allows you to share company resources with your frontline workforce. See it all come together with goHappy analytics and referrals. A more engaged workforce will lead to less turnover, and a happier frontline. Take advantage of your best recruiting assets, your employees, with the only referral tool designed for the frontline. Launch referral campaigns in minutes — tailored by role, location, or timeframe, and let your employees share via text, QR code, or social media, all without an app or login. Texting your frontline? That's just the beginning. goHappy is a frontline worker communication platform, but the truth is, it's a complete package to automatically and seamlessly engage and enable your frontline.

[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=2026-08-04T12%3A16%3A41Z&secure%5Bdisplayable_resource_id%5D=1007772&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=169119&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=169119&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%3FBBPage%3D6%26page%3D20&secure%5Btoken%5D=c6fa1f22545579644a213c29d4f7ed9a6c30513d52f75c595d0bd5e37a4845b4&secure%5Burl%5D=https%3A%2F%2Fwww.gohappyhub.com%2Fbook-a-demo-with-tour%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2-ppc&secure%5Burl_type%5D=custom_url)

### [AuroCRM](https://www.g2.com/products/aurocrm/reviews)

AuroCRM is a leading CRM software that helps businesses in many ways. It's help business to make business decisions easily with features like 360-degree view customer insight, helps integrating sales, marketing, and social channels, realtime reporting, and many more features. Our custom CRM Software is designed to meet business requirements and helps businesses to manage and analyze customer data easily. Visit our website to get a free AuroCRM trial!

**Average Rating:** 3.8/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate AuroCRM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind AuroCRM?

- **Seller:** [Mike Rose](https://www.g2.com/sellers/mike-rose)
- **HQ Location:** Plano, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=715601e2be2fcd9f3ce21d9f90bbbdda09dd3548ac4f890bdc286bd6c50b19e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauro-crm&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 40% Small, 40% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **centralized customer data** in AuroCRM, enhancing insights and tracking interactions across touchpoints.
- Users value the **seamless integration** of AuroCRM, which centralizes customer data for enhanced insights and tracking.

##### Cons

- Users note the **limited features** of AuroCRM compared to other CRMs, impacting their overall experience and capabilities.
- Users note the **limited advanced features** in AuroCRM compared to other CRM solutions like Salesforce or HubSpot.

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

**["Perfect for new business"](https://www.g2.com/survey_responses/aurocrm-review-8201117)**

**Rating:** 5.0/5.0 stars

_— Aakash T._

[Read full review](https://www.g2.com/survey_responses/aurocrm-review-8201117)

**["Key Features of AuroCRM:"](https://www.g2.com/survey_responses/aurocrm-review-10722723)**

**Rating:** 5.0/5.0 stars

_— Verified User in Consumer Services_

[Read full review](https://www.g2.com/survey_responses/aurocrm-review-10722723)

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

- [What is Auro CRM used for?](https://www.g2.com/discussions/what-is-auro-crm-used-for)

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

BizPlus CRM offers webbased and desktop based versions designed to cater from one to multiuser base.

**Average Rating:** 3.7/5.0

**Total Reviews:** 5

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

- **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 6.7/10 (Category avg: 8.6/10)

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

- **Seller:** [Landmark Techedge Pvt Ltd](https://www.g2.com/sellers/landmark-techedge-pvt-ltd)
- **Year Founded:** 2003
- **HQ Location:** Pune, IN
- **Twitter:** @LandmarkTechs  
9 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1edcd4059ec21295658a7b346001f11c80fa0eb693aa30cfc375dbb120b7c3fa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flandmark-techedge-pvt-ltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
89 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 33% Small

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

**["BizPlus CRM is here for you"](https://www.g2.com/survey_responses/bizplus-crm-review-5342702)**

**Rating:** 5.0/5.0 stars

_— Ardalangki L._

[Read full review](https://www.g2.com/survey_responses/bizplus-crm-review-5342702)

**["Flexible cloud based CRM application for company employees"](https://www.g2.com/survey_responses/bizplus-crm-review-6760347)**

**Rating:** 4.0/5.0 stars

_— Nitin S._

[Read full review](https://www.g2.com/survey_responses/bizplus-crm-review-6760347)

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

- [What is BizPlus CRM used for?](https://www.g2.com/discussions/what-is-bizplus-crm-used-for)

### [Boostr](https://www.g2.com/products/boostr/reviews)

With boostr you can choose from our CRM and OMS products or follow the industry leaders who use the power of both together - the only end-to-end platform built specifically for the media industry.

**Average Rating:** 4.1/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Boostr?

- **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 Boostr?

- **Seller:** [Boostr](https://www.g2.com/sellers/boostr)
- **Year Founded:** 2015
- **HQ Location:** New York, US
- **Twitter:** @boostrcrm  
121 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=95c64a9cb69f9f3bf95b2ce4c3d85bb765baca7daf930fcd1642fcd4e6c5ae3c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fboostr-inc&secure%5Burl_type%5D=linkedin_company_website)  
81 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Medium, 20% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Boostr, simplifying media planning and forecasting for both planners and sales.

##### Cons

- Users find that **implementation difficulty** with Boostr hinders easy editing and updates to their GAM platform.

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

**["A bit tedious, but good to see activity across the company."](https://www.g2.com/survey_responses/boostr-review-8181007)**

**Rating:** 4.0/5.0 stars

_— Taylor H._

[Read full review](https://www.g2.com/survey_responses/boostr-review-8181007)

**["Helps keep a sales guy organized!"](https://www.g2.com/survey_responses/boostr-review-9884068)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/boostr-review-9884068)

### [ClearCRM](https://www.g2.com/products/clearcrm/reviews)

ClearCRM – All-in-One CRM to Grow, Manage, and Get Paid Faster ClearCRM is built for small teams looking to simplify operations. One login. One platform. Total control. Key Features: CRM & Sales – Visual pipelines, automated follow-ups, activity tracking Projects – Kanban boards, task management, recurring workflows Billing – Branded invoices, subscriptions, multi-currency support Marketing – Email automation, landing pages, lead capture Support – Live chat, ticketing, and knowledge base Collaboration – Shared notes, real-time tracking, file storage

**Average Rating:** 5.0/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate ClearCRM?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 6.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ClearCRM?

- **Seller:** [ClearCRM](https://www.g2.com/sellers/clearcrm-34f41d53-d72c-46a9-9eb7-94b347ca24b6)
- **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=f4ecb1ea1f4cb04712f49c0752e1fbd16f0c8e259af1b8a15b77a5b9f8835b84&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclearcrm&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **amazing customer support** of ClearCRM, enhancing their overall experience and productivity.
- Users love the **intuitive interface** of ClearCRM, making navigation easy and enhancing overall user experience.
- Users love the **ease of use** of ClearCRM, finding it intuitive and enhancing team productivity effortlessly.
- Users appreciate the **efficiency** of ClearCRM, noting its intuitive interface and powerful productivity-enhancing features.
- Users love the **intuitive interface** of ClearCRM, making navigation simple and onboarding quick for all team members.

##### Cons

- Users note the need for **missing features** like regional settings and customizable views to enhance ClearCRM's functionality.
- Users note the need for improved **filtering capabilities** in ClearCRM, as current options limit usability and flexibility.
- Users desire **greater customization options** in ClearCRM, wishing for features like invoicing compliance and personalized client content.

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

**["A Solid Foundation with Clear Potential for Consultants and SMEs"](https://www.g2.com/survey_responses/clearcrm-review-11702058)**

**Rating:** 5.0/5.0 stars

_— Álmos D._

[Read full review](https://www.g2.com/survey_responses/clearcrm-review-11702058)

**["Everything you need with great support to match!"](https://www.g2.com/survey_responses/clearcrm-review-11831122)**

**Rating:** 5.0/5.0 stars

_— Twyla E._

[Read full review](https://www.g2.com/survey_responses/clearcrm-review-11831122)

### [CloudNet360](https://www.g2.com/products/cloudnet360/reviews)

CloudNet360 offers sales automation and small business CRM solutions.

**Average Rating:** 4.0/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate CloudNet360?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind CloudNet360?

- **Seller:** [Cloudnet360](https://www.g2.com/sellers/cloudnet360)
- **Year Founded:** 2006
- **HQ Location:** Mundelein, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2a2379a75be34ad8bb6468363ff8b3c5fa16a308fb8a65b1dc347a992957ead6&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcloudnet360&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Small, 40% Medium

#### What Do G2 Reviewers Say About CloudNet360?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **complete property management solution** of CloudNet360, enhancing sales and streamlining customer relationships effectively.
- Users praise the **automation capabilities** of CloudNet360, enhancing sales and streamlining customer relationships effortlessly.
- Users appreciate the **automation features** of CloudNet360, enhancing sales and simplifying customer relationship management.
- Users value the **complete property management solution** offered by CloudNet360 for efficient operations and guest handling.
- Users praise the **responsive customer support** of CloudNet360, ensuring quick resolutions and a seamless experience.

##### Cons

- Users find the **limited customization** options of CloudNet360 restrictive, impacting their overall experience and adaptability.
- Users are frustrated by the **slow loading** times and limited support, impacting their overall experience with CloudNet360.
- Users report **limited language support** , making it challenging for non-English speakers to effectively utilize CloudNet360.
- Users report **slow performance** with CloudNet360, leading to frustrations and hindering productivity.

#### What Are Recent G2 Reviews of CloudNet360?

**["It provides a user-friendly and secure solution"](https://www.g2.com/survey_responses/cloudnet360-review-10768431)**

**Rating:** 4.0/5.0 stars

_— Riteesha S._

[Read full review](https://www.g2.com/survey_responses/cloudnet360-review-10768431)

**["review for cloudnet360"](https://www.g2.com/survey_responses/cloudnet360-review-10734504)**

**Rating:** 5.0/5.0 stars

_— Parul B._

[Read full review](https://www.g2.com/survey_responses/cloudnet360-review-10734504)

#### What Are G2 Users Discussing About CloudNet360?

- [What is CloudNet360 used for?](https://www.g2.com/discussions/what-is-cloudnet360-used-for)

### [DejaOffice PC CRM](https://www.g2.com/products/companionlink-software-inc-dejaoffice-pc-crm/reviews)

On-Premise, Local and Secure CRM that has an Outlook Plug-in and the ability to sync with all mobile devices. Manage your Contact database with fast searches, Local Backups, Customer History, Time/Dated Notes, and Colored Categories. A multi-User calendar makes it easy to schedule your team for Appointments and Tasks. Deals (Opportunities) and Expenses, Reports, Templates for Email and Documents. Whether you need a secure contact database for your laptop or a full-featured CRM for 20 people, DejaOffice provides a simple solution for your business. One-time purchase. DejaOffice is the price leader in PC-based CRM technology.

**Average Rating:** 5.0/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate DejaOffice PC 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:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind DejaOffice PC CRM?

- **Seller:** [CompanionLink Software](https://www.g2.com/sellers/companionlink-software)
- **Year Founded:** 1987
- **HQ Location:** Portland, US
- **Twitter:** @companionlink  
669 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6250311a5f8e83838bacba0c700fcf0e2b7be7e808733f3101d9c8edce15f2d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F40776975&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of DejaOffice PC CRM?

**["Best phone to PC CRM personal and business organiser"](https://www.g2.com/survey_responses/dejaoffice-pc-crm-review-5335322)**

**Rating:** 5.0/5.0 stars

_— Isaac L._

[Read full review](https://www.g2.com/survey_responses/dejaoffice-pc-crm-review-5335322)

**["Exceptional Support & Covers all my Needs."](https://www.g2.com/survey_responses/dejaoffice-pc-crm-review-8395891)**

**Rating:** 5.0/5.0 stars

_— Hilda P._

[Read full review](https://www.g2.com/survey_responses/dejaoffice-pc-crm-review-8395891)

#### What Are G2 Users Discussing About DejaOffice PC CRM?

- [What is DejaOffice PC CRM used for?](https://www.g2.com/discussions/what-is-dejaoffice-pc-crm-used-for)

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

Groweon CRM is a fully AI Powered, ISO/IEC 27001:2022 & ISO/IEC 27701:2019 certified solution designed for sales and operations teams. It streamlines complex business processes through automation and offers a fully integrated business ecosystem. By boosting team efficiency and enhancing customer satisfaction, it drives scalable and secure growth.

**Average Rating:** 4.4/5.0

**Total Reviews:** 5

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

- **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 Groweon CRM?

- **Seller:** [Groweon](https://www.g2.com/sellers/groweon)
- **Year Founded:** 2023
- **HQ Location:** Noida, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60fe27433c7992492ed623e053012a73218af3e1a26894934698bdcb1a11b6ae&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgroweon-digital-private-limited&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Groweon CRM, enjoying streamlined lead management and user-friendly dashboards.
- Users appreciate the **user-friendly lead management** of Groweon CRM, making it easy for sales teams to track and organize leads.
- Users appreciate the **simplicity** of Groweon CRM, finding it easy to manage leads and enhancing sales efficiency.
- Users appreciate the **simplicity** of Groweon CRM, finding it easy to manage leads and boost sales efficiency.
- Users love the **simple and effective dashboard usability** of Groweon CRM, enhancing lead management effortlessly.

##### Cons

- Users note that **integration issues** exist, requiring custom solutions and limiting the out-of-the-box experience.
- Users find the **limited integrations** of Groweon CRM restrictive, requiring custom solutions for broader connectivity.
- Users desire **more features** in Groweon CRM, particularly for mobile and advanced reporting options.
- Users find the **reporting capabilities lacking** and seek more advanced features for better insights.
- Users feel that the **price is too high** for the features offered by Groweon CRM, suggesting it needs to be lower.

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

**["User friendly. And I can manage all"](https://www.g2.com/survey_responses/groweon-crm-review-12381628)**

**Rating:** 4.5/5.0 stars

_— Pinky S._

[Read full review](https://www.g2.com/survey_responses/groweon-crm-review-12381628)

**["Simple, Easy-to-Use & Built-in WhatsApp"](https://www.g2.com/survey_responses/groweon-crm-review-12169671)**

**Rating:** 4.5/5.0 stars

_— tony ._

[Read full review](https://www.g2.com/survey_responses/groweon-crm-review-12169671)

### [Kinabase](https://www.g2.com/products/kinabase/reviews)

Kinabase is a smarter way to manage your business information, processes and more, trusted by high-growth teams. Manage complexity, simply From companies and contacts, to processes, sales orders and infrastructure, Kinabase lets you keep track of what’s happening across your organization. Improve speed and efficiency Get the information you need at your fingertips. Improve efficiency, reduce risk, and find the information you need faster. Consolidate multiple data tools into one easy-to-use system. Gain the power of flexibility Kinabase has a unique and intelligent data structure, that allows you to move at the speed of thought. Without the rigidity of traditional CRM and ERP systems. From people, to processes, to perfection - Kinabase can easily be configured to manage the information that matters to you. Adaptable and effective for a wide variety of purposes, everything from manufacturing, to recruitment, to consultancy. Get started today for free at kinabase.com

**Average Rating:** 4.7/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Kinabase?

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

#### Who Is the Company Behind Kinabase?

- **Seller:** [Cambridge Kinetics Ltd](https://www.g2.com/sellers/cambridge-kinetics-ltd)
- **HQ Location:** Cambridge, GB
- **Twitter:** @kinabase  
461 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ffd6695cd50de5e70c229f992b9c20fa46d4bef71f6cedf66fda59b806c710d6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkinabase%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 80% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Kinabase valuable for **collaborative efforts** , as it helps organize projects and track progress efficiently.
- Users value the **effective project organization** features of Kinabase, enhancing team collaboration and task management.
- Users commend Kinabase for its **exceptional customer support** and tailored solutions that enhance their experience.
- Users value the **ease of use** of Kinabase, enabling rapid solution design and implementation with immediate results.
- Users praise the **easy setup** of Kinabase, allowing for rapid solution design and efficient implementation for clients.

##### Cons

- Users note a significant **learning curve** with Kinabase, but support from the team eases the process.

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

**["If you are unhappy with your back office or management system. Kinebase can solve it for you!"](https://www.g2.com/survey_responses/kinabase-review-10963486)**

**Rating:** 4.5/5.0 stars

_— Offset F._

[Read full review](https://www.g2.com/survey_responses/kinabase-review-10963486)

**["Game-changing Bespoke ERP Solutions"](https://www.g2.com/survey_responses/kinabase-review-11023109)**

**Rating:** 5.0/5.0 stars

_— Adam S._

[Read full review](https://www.g2.com/survey_responses/kinabase-review-11023109)

### [MiloCRM](https://www.g2.com/products/milocrm/reviews)

The cutting-edge solution for managing marketing strategies and customer relations.

**Average Rating:** 4.3/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate MiloCRM?

- **Workflow Capability:** 7.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind MiloCRM?

- **Seller:** [Milocrml](https://www.g2.com/sellers/milocrml)
- **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®

#### Who Uses This Product?

- **Company Size:** 40% Small, 40% Medium

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

**["Website forms and social interactions"](https://www.g2.com/survey_responses/milocrm-review-10016701)**

**Rating:** 4.5/5.0 stars

_— Lexaviere F._

[Read full review](https://www.g2.com/survey_responses/milocrm-review-10016701)

**["Overview of the customer life cycle"](https://www.g2.com/survey_responses/milocrm-review-9953562)**

**Rating:** 4.0/5.0 stars

_— BOONLERT S._

[Read full review](https://www.g2.com/survey_responses/milocrm-review-9953562)

### [PipelinePRO](https://www.g2.com/products/pipelinepro/reviews)

The Ultimate "All-IN-ONE" Sales Pipeline Management & Marketing Automation Platform That Makes ALL Others Obsolete. And We Can Prove It!

**Average Rating:** 2.1/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate PipelinePRO?

- **Has the product been a good partner in doing business?:** 2.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 6.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind PipelinePRO?

- **Seller:** [PipelinePRO](https://www.g2.com/sellers/pipelinepro)
- **Year Founded:** 2020
- **HQ Location:** Miami, Florida, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5c68d2584b29a58437871ca4623ecbe2d5b27726633fbb766886a7a8bb5e6a38&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpipeline-pro%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Streamlining Sales and Improving Efficiency with PipelinePRO"](https://www.g2.com/survey_responses/pipelinepro-review-12943314)**

**Rating:** 5.0/5.0 stars

_— Verified User in Consumer Services_

[Read full review](https://www.g2.com/survey_responses/pipelinepro-review-12943314)

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

Salesdash CRM is a customer relationship management platform built specifically for freight brokers, freight agents, and logistics sales teams. The system provides tools to manage shipper and carrier relationships, track quoting activity, and organize follow-ups in a way that reflects how freight sales actually happen. Unlike generic CRM systems designed for multiple industries, Salesdash CRM is tailored to the workflows of transportation professionals. It helps users capture and manage shipper information, maintain visibility into carrier networks, and centralize communication around lanes and quotes. The platform supports the unique hierarchy structures common in logistics, including parent companies, divisions, and bill-to accounts, so users can easily see how organizations are connected. Key use cases include: New shipper development: track outreach, log calls and emails, and capture lane/quote requests so opportunities are not lost. Account management: schedule and complete follow-ups with existing customers to build long-term relationships. Carrier engagement: manage carrier activity, organize capacity by market and equipment type, and streamline matching for available freight. Quote management: record, organize, and analyze quote activity to provide ownership teams with insight into sales performance and opportunities. TMS integration: connect with transportation management systems to synchronize carriers, lanes, and load data. Salesdash CRM also includes productivity features designed for sales teams, such as daily task lists that highlight follow-ups, missed opportunities, and accounts without active tasks. Email integration allows users to send and receive messages directly within the CRM, while webhooks and API connectivity extend the platform into other logistics systems. The platform is used by small brokerage teams as well as larger logistics providers who need freight-specific visibility into their sales and account management activity. By capturing structured sales data such as quotes, lane history, and carrier capacity, Salesdash CRM helps companies improve shipper engagement, reduce turnover risk, and create a repeatable sales process that supports revenue growth.

**Average Rating:** 4.6/5.0

**Total Reviews:** 5

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

- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

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

- **Seller:** [Salesdash CRM](https://www.g2.com/sellers/salesdash-crm)
- **Year Founded:** 2020
- **HQ Location:** Nashville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8dd1438987a9e9d892bdab2c4d078f687aac2feda5279d0406ae199692a9f180&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesdashcrm&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Small, 40% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **customization and reporting features** of Salesdash CRM, enhancing lead tracking and team engagement.
- Users praise the **ease of use** of Salesdash CRM, enjoying its simple interface for managing clients and sales data.
- Users appreciate the **easy-to-use interface** of Salesdash CRM, which simplifies client management and data analysis.
- Users appreciate the **customization and reporting features** of Salesdash CRM, enhancing engagement and competitiveness in sales.
- Users value the **lead generation capabilities** of Salesdash CRM, enhancing engagement and tracking of potential clients effectively.

##### Cons

- Users experience **slow customer support** in Salesdash CRM, leading to frustrating delays in problem resolution.
- Users find **email formatting issues** in Salesdash CRM compared to Outlook, affecting the appearance of their communications.
- Users find the **layout issues** in email signatures sent from Salesdash CRM less appealing than those from Outlook.
- Users find the **limited customization options** of Salesdash CRM a drawback, wishing for more flexibility to tailor the software.
- Users experience **slow customer support** in Salesdash CRM, which results in delayed problem resolution and dissatisfaction.

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

**["Great product for freight brokerage, top notch customer service."](https://www.g2.com/survey_responses/salesdash-crm-review-11725329)**

**Rating:** 5.0/5.0 stars

_— Verified User in Logistics and Supply Chain_

[Read full review](https://www.g2.com/survey_responses/salesdash-crm-review-11725329)

**["The only CRM to use if you work in transportation/logistics - huge addition to our team"](https://www.g2.com/survey_responses/salesdash-crm-review-11689355)**

**Rating:** 5.0/5.0 stars

_— Mitchell S._

[Read full review](https://www.g2.com/survey_responses/salesdash-crm-review-11689355)

### [Simvoly](https://www.g2.com/products/simvoly/reviews)

Simvoly is an all-in-one platform that helps you build a website, funnel, online store, to accept appointments, and to build email marketing and automation flows. Simvoly is a 100% white label solution where anyone can have their own branded version of the "Do-it-yourself" platform with: - Their own custom domain - Fully with the partner's brand - Custom pricing plans - To create custom templates

**Average Rating:** 4.4/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Simvoly?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Simvoly?

- **Seller:** [Simvoly](https://www.g2.com/sellers/simvoly)
- **Year Founded:** 2016
- **HQ Location:** N/A
- **Twitter:** @Simvoly\_Builder  
140 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=453924a20c3a0508a04b16c3ee7e7adda70f46921a7e42f2401ba0b9a13576bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsimvoly&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 88% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users rave about Simvoly's **incredible customer support** , highlighting their quick response times and helpful tech assistance.
- Users praise the **drag-and-drop functionality** of Simvoly, making it easy to create professional pages effortlessly.
- Users love the **drag-and-drop functionality** of Simvoly, enabling effortless creation of professional-looking pages and funnels.
- Users rave about the **incredible customer service** and support from Simvoly, responding to queries in minutes.
- Users love the **intuitive and clean interface** of Simvoly, making page building fast and efficient for sales funnels.

##### Cons

- Users find the **user interface overwhelming** , with outdated tutorials and a lack of onboarding resources for beginners.
- Users find the **steep learning curve** of Simvoly challenging due to outdated tutorials and an overwhelming dashboard.

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

**["I María simvoly Is one of the best Saad for any digital business"](https://www.g2.com/survey_responses/simvoly-review-7856536)**

**Rating:** 5.0/5.0 stars

_— Maria T._

[Read full review](https://www.g2.com/survey_responses/simvoly-review-7856536)

**["I literally contact them most days and they respond in minutes!"](https://www.g2.com/survey_responses/simvoly-review-8348451)**

**Rating:** 5.0/5.0 stars

_— María Adriana H._

[Read full review](https://www.g2.com/survey_responses/simvoly-review-8348451)

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

- [What does Simvoly do?](https://www.g2.com/discussions/what-does-simvoly-do) - 1 comment
- [What can Simvoly do?](https://www.g2.com/discussions/what-can-simvoly-do)
- [Is Simvoly any good?](https://www.g2.com/discussions/is-simvoly-any-good) - 1 comment, 1 upvote

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

SP CRM by SP Marketplace is a comprehensive customer relationship management solution built natively on Microsoft 365 and SharePoint, designed to help organizations centralize customer data, improve communication, and streamline sales processes. Unlike standalone SaaS CRMs, SP CRM leverages your existing Microsoft 365 tenant, providing a secure, familiar platform that enhances user adoption and reduces costs. SP Marketplace has a long history of delivering no-code business applications that help businesses optimize their operations and maximize their Microsoft 365 investment. The SP CRM solution offers a centralized hub for managing customer relationships, providing tools to track leads, manage accounts, monitor sales pipelines, and automate follow-ups. Key features include integrated contact management, task tracking, sales forecasting, and customizable workflows. By integrating with SharePoint, Outlook, and Teams, SP CRM ensures seamless collaboration and communication across your organization, enabling sales teams to work efficiently from any device. With SP CRM, organizations can boost productivity, improve customer engagement, and drive revenue growth. The solution enables businesses to manage their entire customer lifecycle—from initial contact to post-sale support—within their existing Microsoft 365 ecosystem. By keeping all customer data within your tenant, SP CRM enhances security, improves compliance, and reduces the need for additional IT infrastructure. Whether you're managing a sales team, client accounts, or service requests, SP CRM delivers a cost-effective, scalable solution to help your organization build stronger, more profitable customer relationships. The Full featured CRM includes: – Track opportunities through stages, and share communication across the team – Sales rep workspace to focus on contacts today, appointments, leads and tasks – Full visibility into the pipeline through dashboards and drill-down features for management – Sales team collaboration, access to resources, announcements and meeting calendar – Receive email alerts for important events and activities – Track marketing campaigns, events and the related projects to deliver them – Capture leads from the website, email, and lists that are automatically fed into the sales process. – Ability to quickly share the latest marketing activities and resources to the sales team. – Access from any device, anytime, anywhere

**Average Rating:** 4.0/5.0

**Total Reviews:** 5

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

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

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

- **Seller:** [SP Marketplace](https://www.g2.com/sellers/sp-marketplace)
- **Year Founded:** 2012
- **HQ Location:** Penn Valley, California
- **Twitter:** @SP\_Marketplace  
609 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=967363ac217690f7545dc31fb5c3bf7cb0a5da51caec9a94cfed51f3e997b1c7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2317262%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 43% Medium, 29% Large

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

**["Great system to keep you on track."](https://www.g2.com/survey_responses/sp-crm-review-9485293)**

**Rating:** 5.0/5.0 stars

_— Scott M._

[Read full review](https://www.g2.com/survey_responses/sp-crm-review-9485293)

**["It is simple use this software"](https://www.g2.com/survey_responses/sp-crm-review-8881219)**

**Rating:** 5.0/5.0 stars

_— SAILAJA V._

[Read full review](https://www.g2.com/survey_responses/sp-crm-review-8881219)

### [Utiliko](https://www.g2.com/products/utiliko/reviews)

Utiliko is an all-in-one business management platform for project managers, consultants, entrepreneurs, contractors, and medium-sized businesses to track work processes and manage projects properly. Assign projects to your team members, track time, draft proposals, agreements, and contracts, build and track your sales pipeline, including leads, opportunities, and clients, all from a single, easy-to-use platform.

**Average Rating:** 4.3/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Utiliko?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Utiliko?

- **Seller:** [Utiliko](https://www.g2.com/sellers/utiliko)
- **HQ Location:** Dallas, US
- **Twitter:** @utiliko  
285 Twitter followers
- **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ba40b5e508f82ec55a0d3072b9059bf4462d65e84b26c76cafd3498d0183957e&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Futiliko&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Small, 40% Large

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

**["Easy UI with power Beast"](https://www.g2.com/survey_responses/utiliko-review-8913346)**

**Rating:** 4.0/5.0 stars

_— Aditya Y._

[Read full review](https://www.g2.com/survey_responses/utiliko-review-8913346)

**["Utiliko Review"](https://www.g2.com/survey_responses/utiliko-review-8228599)**

**Rating:** 4.0/5.0 stars

_— Jassim K._

[Read full review](https://www.g2.com/survey_responses/utiliko-review-8228599)

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

Helping organizations move to cloud-based Unified Communications platforms You get one intuitive platform for voice, team messaging, collaboration, and contact center. From click-to-dial functionality, call reporting, call recording and voicemail transcription, everyone readily accesses the same must-have digital tools through a single, easy-to-use platform that seamlessly works across office sites and mobile devices. Integrate ready-to-use business apps such as Salesforce, Zoho, Google, Microsoft, Zendesk, ServiceNow and 75+ other popular CRM/s Setup, deployment, and adoption are also easy, and IT can manage it all from anywhere. Experts are proactively monitoring and optimizing our Clea Clouds platform 24/7/365, ensuring service remains at the highest level possible Contact us at 905-884-8324 or email admin@setelecom.ca to improve your Unified Communications platform today. Thank you. James Stortz President & CEO 905-952-5252 17075 Leslie St, Units 6-10 www.setelecom.ca js@setelecom.ca

**Average Rating:** 3.9/5.0

**Total Reviews:** 5

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

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10)

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

- **Seller:** [SE Telecom](https://www.g2.com/sellers/se-telecom)
- **Year Founded:** 1999
- **HQ Location:** Newmarket, CA
- **Twitter:** @setelecom  
757 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3808378074608f86fe4788226c33931f0cb2175591833102d531e87c914bcaf8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fse-telecommunications&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Medium, 40% Small

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

**["Enhance Business Growth Level"](https://www.g2.com/survey_responses/zimplu-crm-review-9653739)**

**Rating:** 4.0/5.0 stars

_— Jay S._

[Read full review](https://www.g2.com/survey_responses/zimplu-crm-review-9653739)

**["Seamless solution for automated sales leads"](https://www.g2.com/survey_responses/zimplu-crm-review-8926149)**

**Rating:** 4.5/5.0 stars

_— Anjali A._

[Read full review](https://www.g2.com/survey_responses/zimplu-crm-review-8926149)

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[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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