# Best CRM Software - Page 66 ## 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** ### Copper Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources. [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=2026-08-03T21%3A34%3A06Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=6027&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%3D66&secure%5Btoken%5D=9330655326bc8ff5ea20986e7bbb183011430c677e667620094df005f35e702c&secure%5Burl%5D=https%3A%2F%2Fwww.copper.com%2Fsignup%3Futm_source%3DG2%26utm_medium%3Dreviewwebsites%26utm_campaign%3Dclicks&secure%5Burl_type%5D=free_trial) ### [OneOffice](https://www.g2.com/products/quickly-oneoffice/reviews) A unified CRM, Sales, and Expense Management Software that centralizes customer management, lead tracking, sales pipeline, invoicing, expense tracking, and financial reporting in one platform for businesses of all sizes. OneOffice helps you track leads, manage client relationships, send invoices, and stay organized across tasks and projects. It includes tools for multi-currency billing, file sharing, internal collaboration, and team coordination. From client onboarding to inventory and production tracking, OneOffice keeps everything in sync and accessible from any device. Key Features: (Creation) - Manage projects, tasks, leads, clients, and vendors - Handle items, stores, requisitions, RFQs, and purchase orders - Generate quotations, invoices, and delivery challans - Create production templates and manage production orders (Tracking) - Track leads, client interactions, and payments - Monitor stock-in, stock-out, and purchase activities - View order lists and requisition statuses - Track expenses, bills, and financial transactions (Management) - Set up users with custom roles and permissions - Customize branding, time zones, and date formats - Manage inventory, sales, expenses, and operational settings (Accounting) - Maintain client accounts, generate reports, and track income and expenses - Support for multi-currency invoicing and account management (Delivery) - Manage deliveries with linked challans and real-time order tracking - Record delivery status and confirmations Visit OneOffice at: quicklyservices.com/oneoffice #### Who Is the Company Behind OneOffice? - **Seller:** [Quickly](https://www.g2.com/sellers/quickly) - **Year Founded:** 2019 - **HQ Location:** Dhaka, BD - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51c03fdd3ee319b11c7077f2706147e8c160613a84721ebf5671a7598cb2661a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquicklyofficial&secure%5Burl_type%5D=linkedin_company_website) 30 employees on LinkedIn® ### [Opportunity CRM](https://www.g2.com/products/opportunity-crm/reviews) Opportunity® combines the power of an intuitive CRM with integrated AI and operational BI. Real-time data, smart automation, and modular flexibility to help your company grow without complications. #### Who Is the Company Behind Opportunity CRM? - **Seller:** [Opportunity](https://www.g2.com/sellers/opportunity) - **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® ### [OpsArrow](https://www.g2.com/products/opsarrow/reviews) OpsArrow Solve 2 Key Problems for Businesses: - One-time investment: Say goodbye to per-user fees. OpsArrow offers a one-time investment, making it cost-effective for growing businesses. - Full Data Ownership: Maintain complete control over your data with on-premise or cloud deployment. OpsArrow CRM Enables You To: - Create Multiple Pipelines: Organize your sales process with customizable pipelines. - Assign Users to Pipelines: Easily collaborate by adding team members to relevant pipelines. - Define Pipeline Stages: Track lead progress by tagging leads to stages, with views in Kanban or tabular format. - Manage Lead Information: Plan follow-ups with timelines and statuses to ensure no lead is missed. - Set Lead Actions: Plan follow-up actions for leads, ensuring no opportunities are missed. - Create and Track Deals: Attach files, notes, and track deal progress. - Client Management: Store client details, account managers, contacts, attachments, and notes in one place. #### Who Is the Company Behind OpsArrow? - **Seller:** [OpsArrow](https://www.g2.com/sellers/opsarrow) - **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=9d410821858cf4aabd8d43284fefb30bbd9f7e3d8f15d149eb8068bd31256d33&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fopsarrow%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [OptiKratos](https://www.g2.com/products/optikratos/reviews) OptiKratos is a modern, AI-powered business management platform designed to help growing companies and enterprises gain complete control over their operations through intelligent optimization, automation, and data-driven decision-making. Built with scalability and flexibility at its core, OptiKratos brings together ERP, CRM, analytics, and workflow automation into a single, unified ecosystem—eliminating data silos, reducing operational friction, and improving organizational clarity. From customer relationship management and sales pipelines to finance, operations, inventory, analytics, and automation, OptiKratos enables teams to work smarter, faster, and more efficiently from one centralized platform. Key Capabilities Unified ERP & CRM – Manage customers, sales, finance, operations, and resources in one system AI-Assisted Workflows – Automate repetitive tasks and gain actionable insights Advanced Analytics & Reporting – Turn real-time data into informed business decisions Modular & Scalable Architecture – Use only what you need, scale as you grow Modern, Intuitive Interface – Designed for speed, clarity, and ease of use Role-Based Access & Security – Built for teams of all sizes and structures Who Uses OptiKratos? Startups scaling operations Small and mid-sized businesses modernizing processes Enterprises managing complex, multi-department ecosystems Agencies, service providers, manufacturers, and multi-branch organizations Why OptiKratos? Unlike traditional systems that are rigid and fragmented, OptiKratos focuses on intelligent optimization over brute-force complexity. It empowers leaders with clarity, teams with efficiency, and businesses with strategic control. OptiKratos helps organizations move from scattered tools to structured growth—faster, smarter, and with confidence. #### Who Is the Company Behind OptiKratos? - **Seller:** [OptiKratos](https://www.g2.com/sellers/optikratos) - **Year Founded:** 2025 - **HQ Location:** Newark, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cc4afe72166337786b1d2df8107e06c7779fbdcdf8b1a9fcc1aa599af2b242f6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foptikratos%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Outperform](https://www.g2.com/products/outperform-outperform/reviews) OutPerform offers a suite of CRM software solutions, including AI Outreach, AI Agent, and WhatsApp CRM, designed to enhance lead management and customer engagement. Their products cater to various industries such as real estate, insurance, automotive, finance, education, and SMEs, focusing on automating processes and improving communication. The company emphasizes rapid response times and personalized interactions, leveraging generative AI to qualify leads and drive sales success. #### Who Is the Company Behind Outperform? - **Seller:** [OutPerform](https://www.g2.com/sellers/outperform) - **Year Founded:** 2009 - **HQ Location:** Kuala Lumpur, MY - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c9cb12b2062eb56f9a88799c6c92b89923287aeb66f5a22cf7bab3c64102e3e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnexcrm%2F&secure%5Burl_type%5D=linkedin_company_website) 14 employees on LinkedIn® ### [Outsolvi](https://www.g2.com/products/outsolvi/reviews) Outsolvi is a multichannel sales engagement and email tracking platform with bot-open filtering at its core. Unlike tools that count every open - including automated bot and security-scanner opens that distort your data - Outsolvi shows you only real human engagement. Outlook-native with sequences, reply detection, and multichannel outreach, built for sales and revenue teams who make decisions off engagement signals. #### Who Is the Company Behind Outsolvi? - **Seller:** [Outsolvi](https://www.g2.com/sellers/outsolvi) - **Year Founded:** 2025 - **HQ Location:** Dubai, AE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6406a12f9e4d0a849527089b4856de9f9a372ffbf1982853a8d61fec23bf2c23&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutsolvi&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Özgürkod CRM Yazılım Çözümleri](https://www.g2.com/products/ozgurkod-crm-yazilim-cozumleri/reviews) ÖzgürKod CRM Yazılım Çözümleri, işletmelerin müşteri ilişkilerini, satış süreçlerini ve operasyonel faaliyetlerini tek bir platformda yönetmelerini sağlayan kapsamlı bir yazılımdır. Karmaşık iş süreçlerini basitleştirerek verimliliği artırır ve sürdürülebilir büyümeyi destekler. Ana Özellikler ve Fonksiyonlar: - Müşteri Yönetimi: Tüm müşteri bilgilerini merkezi bir veritabanında toplayarak, iletişim geçmişini ve etkileşimleri takip etme imkânı sunar. - Satış ve Pazarlama: Satış fırsatlarını yönetme, teklif ve anlaşmaları takip etme, randevu planlama ve birleşik gelen kutusu gibi araçlarla satış süreçlerini optimize eder. - Operasyon ve Finans: Ödeme ve tahsilat işlemlerini yönetme, görev atama ve takibi, ürün ve hizmetlerin düzenlenmesi, dinamik raporlama ve analiz gibi fonksiyonlarla operasyonel süreçleri kolaylaştırır. - Entegrasyonlar: WhatsApp, Telegram, Meta Formlar ve web formları gibi çeşitli platformlarla entegrasyon sağlayarak veri kaynaklarını bir araya getirir ve iş süreçlerini sorunsuz hale getirir. - Yapay Zeka Destekli Araçlar: ROI takip sistemi, yapay zeka ile iletişim analizi, hızlı şikayet tespiti ve CRM görüşme segmentasyonu gibi özelliklerle iş süreçlerini daha akıllı hale getirir. Ürünün Temel Değeri ve Çözüm Sağladığı Alanlar: ÖzgürKod CRM, işletmelerin dağınık ve bağlantısız araçlar ile veri kaynaklarını tek bir platformda birleştirerek, iş süreçlerini daha verimli ve şeffaf hale getirir. Bu sayede müşteri memnuniyeti artar, satış süreçleri hızlanır ve operasyonel verimlilik yükselir. Ayrıca, yapay zeka destekli analizler ve entegrasyonlar sayesinde işletmeler, müşteri ilişkilerini daha etkin yönetebilir ve rekabet avantajı elde edebilir. #### Who Is the Company Behind Özgürkod CRM Yazılım Çözümleri? - **Seller:** [OZGURKOD](https://www.g2.com/sellers/ozgurkod) - **Year Founded:** 2023 - **HQ Location:** İSTANBUL, TR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3cf284470edab1699a7a6ee13a5afb69c8822378880b8f361d8bf5570f11790f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fozgurkod%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Pandra App](https://www.g2.com/products/pandra-app/reviews) Designed by professionals and experts in business management, Pandra responds to all the difficulties of business management processes, team management and project management. Adopt a complete all-in-one solution, centralize all your activity in a single tool accessible online and designed for collaborative work and resource sharing. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 #### Who Is the Company Behind Pandra App? - **Seller:** [Pandra](https://www.g2.com/sellers/pandra) - **HQ Location:** Toulouse, FR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d00559ede6bc028d2e1e35c45f56f86e8265fdc9d9fa990b5539ee098e17f54&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpandra&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Large ### [PAX ERP](https://www.g2.com/products/pax-erp/reviews) PAX ERP is a cloud-based ERP and CRM platform built specifically for small manufacturing companies. It was developed inside a medical device manufacturing facility by a team that needed a better system for their own operation and couldn't find one at a reasonable price. The result is a modern, full-featured platform designed for manufacturers with 5 to 50 employees who need production planning, inventory management, financial reporting, and customer management in a single system. PAX combines core ERP functionality with an integrated CRM, eliminating the need to run separate systems for manufacturing operations and sales management. On the ERP side, the platform covers production planning with MRP, bill of materials management, lot and expiration tracking, inventory control with automated reorder points, purchasing, GAAP-compliant financial reporting, shipping integration with FedEx and UPS label generation, and e-commerce synchronization. Real-time dashboards provide visibility into shop floor performance, inventory levels, and financial data. The interface is touchscreen-friendly, designed to be used by operators on the production floor (not just office staff). The built-in CRM manages the full customer lifecycle from first contact through repeat orders. Features include prospect and lead management, opportunity tracking with probability-weighted revenue forecasting, quote generation with one-click conversion to sales orders, activity logging for calls and meetings, task management, email templates, and customer segmentation. Because the CRM shares data with the ERP, sales teams have visibility into production status, inventory availability, and order history without switching between platforms. PAX is designed for small manufacturers with simple to moderate bills of materials and straightforward production workflows. It is well suited for industries such as medical devices, consumer packaged goods, electronics assembly, cosmetics, supplements, and light industrial manufacturing. The platform is not intended for large enterprises, highly complex multi-level BOMs, or manufacturers requiring deep industry-specific compliance modules such as AS9100 or IATF 16949. Implementation is measured in days, not months. PAX handles data migration at no additional cost in most cases, and the system does not require consultants or extensive IT resources to deploy. Pricing is transparent and published, with plans starting at $200 per month (significantly below the cost of most comparable manufacturing ERP systems). A free trial is available for teams who want to test run the system. Thanks for reading about PAX ERP + CRM. If you would like to learn more, please visit our website. #### Who Is the Company Behind PAX ERP? - **Seller:** [PAX ERP](https://www.g2.com/sellers/pax-erp) - **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=840f0b61fa2f7a62c7b50b61bd8d51695e69f636cbd0fedccd1069a83064e8a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpax-erp&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Pegasus Suite KI-CRM](https://www.g2.com/products/pegasus-suite-ki-crm/reviews) Pegasus Suite: Die KI-zentrierte All-in-One CRM-Plattform Die Pegasus Suite ist eine hochmoderne Business-Software, die klassisches Customer Relationship Management (CRM) mit wegweisender künstlicher Intelligenz vereint. Sie dient als digitale Schaltzentrale für Unternehmen, die ihre Vertriebs- und Serviceprozesse nicht nur verwalten, sondern aktiv automatisieren wollen. Die Kern-Highlights der Plattform: Intelligente Voice AI: Das Herzstück der Suite ist die nahtlose Integration von KI-Telefonagenten. Die Plattform kann Anrufe vollautomatisch entgegennehmen, qualifizieren und transkribieren, wodurch die Erreichbarkeit auf 24/7 steigt. 360°-Kundenmanagement: Alle Interaktionen – von E-Mails über Telefonate bis hin zu Notizen – fließen in einer zentralen, digitalen Kundenakte zusammen. Das sorgt für maximale Transparenz im Team. Automatisierte Workflows: Repetitive Aufgaben und komplexe Vertriebspipelines lassen sich durch intuitive Automatisierungen abbilden, was die Fehlerquote senkt und die Effizienz steigert. Datensicherheit „Made in Germany“: Als DSGVO-konforme Lösung setzt die Pegasus Suite auf Hosting in deutschen Rechenzentren und bietet damit höchste Sicherheitsstandards für sensible Unternehmensdaten. Ganzheitliches Ökosystem: Neben dem CRM-Kern bietet die Suite Module für Terminbuchungen, Bewerbermanagement und Prozessoptimierung, die alle perfekt ineinandergreifen. Fazit: Die Pegasus Suite ist mehr als ein Datenspeicher – sie ist ein aktiver Mitarbeiter, der durch den Einsatz von Voice-KI und smarten Automatisierungen den operativen Alltag spürbar entlastet. #### Who Is the Company Behind Pegasus Suite KI-CRM? - **Seller:** [Pegasus](https://www.g2.com/sellers/pegasus) - **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® ### [Pelatis CRM](https://www.g2.com/products/pelatis-crm/reviews) Pelatis is a CRM built for agencies and service businesses that handles the entire client journey, from the first lead to the signed contract to a finished onboarding, in one connected tool. Most CRMs are built around one job: managing the pipeline until a deal is won. But for agencies, studios, and consultants, "won" is where the real work begins. What typically happens next gets scattered across five different places: onboarding emails, intake forms sent separately, a standalone e-signature tool, a project board in Notion or ClickUp for kickoff, and Slack messages nobody can find again. Pelatis was built to close that gap. It connects lead capture, pipeline management, e-signatures, and client onboarding into a single flow, so a deal moving from "won" to "delivered" doesn't require five different logins. Core capabilities include customizable sales pipelines, a contact and lead timeline, native automation (trigger, condition, action, without needing a separate integration tool), email integration, smart lists and segmentation, and reporting. On top of that, Pelatis adds what most CRMs leave out: client intake forms, SOP and onboarding templates, project tracking, and built-in digital signing, so the handoff from sales to delivery happens inside the same system that tracked the deal. Pelatis is built for small, fast-moving teams, typically 1 to 15 people, including web design agencies, marketing and creative studios, and consulting practices currently relying on spreadsheets, Notion, or a CRM patched together with separate onboarding and e-signature tools. It's also a strong fit for small B2B sales teams that want a fast, no-bloat CRM without a lengthy rollout or a growing list of paid add-ons. The product is fast to set up (most teams are productive within a day, not after weeks of implementation) and pricing is flat and transparent, so unlocking automation, e-signatures, or reporting doesn't require jumping to a much higher tier as the team grows. Pelatis is hosted in Germany and fully GDPR/DSGVO-compliant, which matters both as a trust signal for security-conscious buyers and as a hard requirement for companies operating in the EU. In short, Pelatis is client onboarding software built into a real CRM: pipeline and deal management for the sales side, plus intake forms, e-signatures, SOPs, and project tracking for everything that happens after the deal closes. It's for teams that don't want their CRM to stop working the moment a client says yes. #### Who Is the Company Behind Pelatis CRM? - **Seller:** [Pelatis](https://www.g2.com/sellers/pelatis) - **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® ### [PennyCRM](https://www.g2.com/products/pennycrm/reviews) PennyCRM is the CRM built specifically for Pennylane users. It syncs your Pennylane contacts and quotes directly into a drag-and-drop pipeline so your team works from the same data — no manual imports, no duplicates. Features include: native Pennylane integration via API, 6-column sales pipeline, contact management with CSV import/export, automated reminders, Google OAuth sign-up, and unlimited team members at €9/month after a free 14-day trial. Designed for French TPE/PME accountants, experts-comptables and DAF who run on Pennylane. #### Who Is the Company Behind PennyCRM? - **Seller:** [Polsia](https://www.g2.com/sellers/polsia-296e4a80-2873-43cb-ace6-9c532a7e997e) - **Year Founded:** 2025 - **HQ Location:** N/A - **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f852400a919ba866471ae1c370191f23f50ccb573524e74a3665695fba525477&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fpolsia%2F&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® ### [piaX](https://www.g2.com/products/piax/reviews) piaX ist eine mobile CRM-Lösung der mobileBlox GmbH, die Unternehmen dabei unterstützt, ihren Außendienst effizienter zu gestalten und die digitale Transformation voranzutreiben. Durch die tiefe Integration mit Microsoft Outlook und mobilen Endgeräten ermöglicht piaX eine nahtlose Synchronisation von ERP-Daten, wodurch Vertriebs- und Serviceprozesse optimiert werden. Hauptfunktionen und Merkmale: - Offline-Funktionalität: piaX ermöglicht es Außendienstmitarbeitern, auch ohne Internetverbindung auf Serviceaufträge zuzugreifen und diese zu bearbeiten. - Integration mit Microsoft Outlook: Durch die tiefe Integration in Kalender, Aufgaben, Kontakte und E-Mails haben Nutzer jederzeit einfachen Zugriff auf relevante Daten. - ERP-Synchronisation: Die Lösung synchronisiert zentral gespeicherte ERP-Daten mit Outlook und mobilen Geräten, wodurch eine einheitliche Adressbasis geschaffen und gepflegt wird. - Verwaltung komplexer Objekte: piaX ermöglicht die Verwaltung von (Bau-Objekten mit zugeordneten Vorhaben, Kontakten und Ansprechpartnern. - Digitale Serviceprozesse: Techniker können Arbeitszeiten, Material und Berichte direkt in Outlook erfassen und an das ERP-System zurückmelden. Primärer Nutzen und Problemlösung: piaX adressiert die Herausforderungen von Unternehmen, die ihre Außendienstaktivitäten digitalisieren und effizienter gestalten möchten. Durch die nahtlose Integration in bestehende Systeme und die Möglichkeit, auch offline zu arbeiten, verbessert piaX die Konnektivität und Effizienz von Vertriebs- und Serviceoperationen. Dies führt zu einer erhöhten Produktivität, einer besseren Datenqualität und einer stärkeren Kundenbindung. #### Who Is the Company Behind piaX? - **Seller:** [mobileBlox](https://www.g2.com/sellers/mobileblox) - **Year Founded:** 2012 - **HQ Location:** Leipzig, DE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e5e1a947b04eb5ab651160a05396af84e1ca9e771a930d29c1c0bf51b6fc7392&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmobileblox-gmbh&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® ### [Pipely](https://www.g2.com/products/pipely/reviews) Pipely tracks sales calls, commissions, and deal outcomes for high-ticket closers. #### Who Is the Company Behind Pipely? - **Seller:** [Pipely](https://www.g2.com/sellers/pipely) - **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® ### [Pipermind](https://www.g2.com/products/pipermind/reviews) Pipermind is a modern, easy-to-use sales CRM built for small businesses, startups, and sales teams who want clarity, control, and speed in managing deals without the complexity or cost of traditional CRMs. #### Who Is the Company Behind Pipermind? - **Seller:** [Pipermind](https://www.g2.com/sellers/pipermind) - **Year Founded:** 2020 - **HQ Location:** Dover, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45745baf6a2abab64045ec4665b614cf6b3c8342cc0147dde7e67b57486551a4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpipermind%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/crm?order=g2_score&page=65&tab=highest_%3F%3F%3F%3F#product-list) - [1](/categories/crm?order=g2_score&tab=highest_%3F%3F%3F%3F#product-list) - [2](/categories/crm?order=g2_score&page=2&tab=highest_%3F%3F%3F%3F#product-list) - … - [62](/categories/crm?order=g2_score&page=62&tab=highest_%3F%3F%3F%3F#product-list) - [63](/categories/crm?order=g2_score&page=63&tab=highest_%3F%3F%3F%3F#product-list) - [64](/categories/crm?order=g2_score&page=64&tab=highest_%3F%3F%3F%3F#product-list) - [65](/categories/crm?order=g2_score&page=65&tab=highest_%3F%3F%3F%3F#product-list) - 66 - [67](/categories/crm?order=g2_score&page=67&tab=highest_%3F%3F%3F%3F#product-list) - [68](/categories/crm?order=g2_score&page=68&tab=highest_%3F%3F%3F%3F#product-list) - [69](/categories/crm?order=g2_score&page=69&tab=highest_%3F%3F%3F%3F#product-list) - [70](/categories/crm?order=g2_score&page=70&tab=highest_%3F%3F%3F%3F#product-list) - … - [72](/categories/crm?order=g2_score&page=72&tab=highest_%3F%3F%3F%3F#product-list) - [73](/categories/crm?order=g2_score&page=73&tab=highest_%3F%3F%3F%3F#product-list) - [Next ›Next ›](/categories/crm?order=g2_score&page=67&tab=highest_%3F%3F%3F%3F#product-list) Spotlight Categories [Spend Management Software](https://www.g2.com/categories/spend-management) [Contact Center Workforce Software](https://www.g2.com/categories/contact-center-workforce) [CPQ Software](https://www.g2.com/categories/cpq) [Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration) [Webinar Platforms](https://www.g2.com/categories/webinar) 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 Show More