# Best CRM Software - Page 10

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,085

### Category Stats (Jul 2026)

- **Average Rating:** 4.38/5 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: July 21, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 121,800+ Authentic Reviews
- 1,085+ 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**

### Nutshell

Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-31T16%3A06%3A08Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1589&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%3FTag%3DService%2BMarketplace%26page%3D10&secure%5Btoken%5D=47c3cd56de5a5eda7f1c280139bde73bf2919c33a4e85510dc7945952d19d07f&secure%5Burl%5D=https%3A%2F%2Fwww.nutshell.com%2Flp%2Fcrm%3Futm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dpaid-promotions%26utm_term%3Dcrm&secure%5Burl_type%5D=paid_promos)

### [1CRM](https://www.g2.com/products/1crm/reviews)

1CRM enables businesses to create long-lasting customer relationships and experiences with the most intuitive, customizable and cost-effective customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere. With so many CRMs available, what sort is right for you? You'll see CRMs that are limited sales & marketing CRM products, others that are good at Mass Emailing, and then some that include Order Management, Service Management, or Project Management. For businesses with up to about 250 users, the All-in-One type of CRM has proven popular - and that's where 1CRM fits in. 1CRM offers a Sales & Marketing CRM with strong Mass Email capabilities. But it also includes very comprehensive Order Management (Quotes, Invoices, Payments - as well as the Purchasing side), Service Management and Project Management. Throw in Timesheets, Expense Reports, Vacation & Sick Day tracking - and you can see why they call us an All-in-One CRM!

**Average Rating:** 4.3/5.0

**Total Reviews:** 38

#### How Do G2 Users Rate 1CRM?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind 1CRM?

- **Seller:** [1CRM](https://www.g2.com/sellers/1crm)
- **Year Founded:** 1997
- **HQ Location:** British Columbia, Canada
- **Twitter:** @1CRMCorp  
1,923 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0a6413328d3488248f441c45bc3083f763c0d2b0d713e34110d2faf055438aa0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1crm-corp-&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Outsourcing/Offshoring, Marketing and Advertising
- **Company Size:** 46% Medium, 46% Small

#### What Do G2 Reviewers Say About 1CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find 1CRM's **ease of use** invaluable for efficiently storing and accessing client information.
- Users value the **excellent customer support** of 1CRM, enhancing their experience through effective case management and assistance.
- Users highly value the **ease of managing sales and lead processes** with 1CRM's customizable and integrated platform.
- Users value the **affordability** of 1CRM, enjoying its customizable features and seamless integration for various business processes.
- Users value the **convenient client information storage** in 1CRM, enhancing their ability to manage sales interactions.

##### Cons

- Users find 1CRM **inefficient** due to its outdated interface and slow setup, requiring significant team effort for maintenance.
- Users find the **learning curve steep** and require more time to adapt to 1CRM's outdated interface and detailed features.
- Users find 1CRM's interface **not intuitive** , as it feels outdated and requires time to get accustomed to.
- Users find 1CRM's interface to be **not user-friendly** , often feeling outdated and complicating their experience.
- Users experience **slow performance** with 1CRM, especially with large databases and complex workflows affecting usability.

#### What Are Recent G2 Reviews of 1CRM?

**["Brilliant Centralization at a Fair Price"](https://www.g2.com/survey_responses/1crm-review-12863592)**

**Rating:** 4.0/5.0 stars

_— Souvik J._

[Read full review](https://www.g2.com/survey_responses/1crm-review-12863592)

**["Tailored for Tax Compliance, But Needs Better Integration"](https://www.g2.com/survey_responses/1crm-review-12995621)**

**Rating:** 4.0/5.0 stars

_— Jose C._

[Read full review](https://www.g2.com/survey_responses/1crm-review-12995621)

#### What Are G2 Users Discussing About 1CRM?

- [What is 1CRM used for?](https://www.g2.com/discussions/what-is-1crm-used-for)

### [FluentCRM](https://www.g2.com/products/fluentsoft-inc-fluentcrm/reviews)

FluentCRM is an Email Marketing Automation and CRM Plugin for WordPress. It offers features like lead capturing, contact storing, contact segmentation, email marketing, and marketing automation with granular reporting and analytics.

**Average Rating:** 4.6/5.0

**Total Reviews:** 20

#### How Do G2 Users Rate FluentCRM?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind FluentCRM?

- **Seller:** [Fluentsoft](https://www.g2.com/sellers/fluentsoft-ddd24712-9945-4cb2-b6ed-90d867db9307)
- **Year Founded:** 2007
- **HQ Location:** Sunnyvale, US
- **Twitter:** @fluentsoftinc  
105 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5bcf9cbf63aaf00fa2c00c56a89c835e8d7a29db21771d3ad5c5dbab36f0b2a6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7971617&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 80% Small, 10% Large

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

_AI-generated summary from verified user reviews_

##### Cons

- Users frequently face **email issues** in FluentCRM, particularly with unreliable unsubscribe options and lack of autosave, causing frustration.
- Users express frustration with the **limited features** of FluentCRM, particularly the lack of an autosave function.
- Users find FluentCRM to be **not intuitive** , leading to a frustrating user experience and lost work.
- Users experience **significant saving issues** with FluentCRM, frequently losing progress due to the lack of an autosave feature.

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

**["FluentCRM Pro: Easy WordPress Integration, Powerful Automations, and Top-Tier Support"](https://www.g2.com/survey_responses/fluentcrm-review-12655970)**

**Rating:** 4.5/5.0 stars

_— Tonja H._

[Read full review](https://www.g2.com/survey_responses/fluentcrm-review-12655970)

**["FluentCRM excellent email marketing tool"](https://www.g2.com/survey_responses/fluentcrm-review-12785157)**

**Rating:** 4.5/5.0 stars

_— Nicolas G._

[Read full review](https://www.g2.com/survey_responses/fluentcrm-review-12785157)

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

- [Can you automate CRM?](https://www.g2.com/discussions/can-you-automate-crm) - 2 comments
- [How do I set up Fluentcrm?](https://www.g2.com/discussions/how-do-i-set-up-fluentcrm) - 1 comment
- [How do you use Fluentcrm?](https://www.g2.com/discussions/how-do-you-use-fluentcrm)

### [Infor Customer Relationship Management (CRM)](https://www.g2.com/products/infor-customer-relationship-management-crm/reviews)

Your customer relationships are the driving force of your business. By offering a complete view of every customer touch point across your sales, marketing, customer service, and support teams, Infor CRM enables you to maximize the impact of every interaction—across the entire customer lifecycle—whether in the office or out in the field. The best part about Infor CRM is that it’s built for your business. Industry-specific capabilities, deep integration, and unparalleled flexibility and control in how you deploy, use, and pay for your solution offers a best-of-breed CRM solution without compromise.

**Average Rating:** 3.3/5.0

**Total Reviews:** 76

#### How Do G2 Users Rate Infor Customer Relationship Management (CRM)?

- **Has the product been a good partner in doing business?:** 6.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 5.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 6.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Infor Customer Relationship Management (CRM)?

- **Seller:** [Infor](https://www.g2.com/sellers/infor)
- **Year Founded:** 2002
- **HQ Location:** New York
- **Twitter:** @Infor  
18,472 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0b3dd6227f8bf2585371eff689c32131e1d6fb4a8114161512fe1f2ec60d9bf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1711%2F&secure%5Burl_type%5D=linkedin_company_website)  
22,257 employees on LinkedIn®
- **Phone:** 800-260-2640

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 57% Medium, 29% Small

#### What Do G2 Reviewers Say About Infor Customer Relationship Management (CRM)?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **easy accessibility** of Infor CRM, ensuring customer satisfaction from anywhere.
- Users appreciate the **ease of scheduling** sales calls with the integrated calendar feature in Infor CRM.
- Users appreciate the **easy navigation** that allows seamless login and enhances customer satisfaction.
- Users value the **user-friendly login experience** of Infor CRM, enhancing customer satisfaction effortlessly.

##### Cons

- Users desire a **mobile app** for Infor CRM, highlighting the need for easier access while on the go.
- Users express frustration with the **slow loading times** , making navigation and tasks cumbersome due to excessive data.

#### What Are Recent G2 Reviews of Infor Customer Relationship Management (CRM)?

**["Strong Infor Integrations for a Unified Customer Management Platform"](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12917088)**

**Rating:** 5.0/5.0 stars

_— jamsheed I._

[Read full review](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12917088)

**["Easy to Use, Reliable, and Great for Daily Clock-Ins, excellent product!"](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12700737)**

**Rating:** 5.0/5.0 stars

_— Reed B._

[Read full review](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12700737)

#### What Are G2 Users Discussing About Infor Customer Relationship Management (CRM)?

- [What is CRM customer Relationship Management What are the key features of CRM system?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-is-crm-customer-relationship-management-what-are-the-key-features-of-crm-system)
- [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-are-the-3-main-elements-of-crm-software)
- [What does Infor CRM do?](https://www.g2.com/discussions/what-does-infor-crm-do)
- [What are some features of CRM?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-are-some-features-of-crm)

### [Keap](https://www.g2.com/products/thryv-keap/reviews)

Keap is a small business CRM and automation platform designed to grow your profitable business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. The Keap CRM has everything you need to automate your business: lead capture and management, sales automation, marketing automation, email automation and text marketing.

**Average Rating:** 3.9/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Keap?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Keap?

- **Seller:** [Thryv](https://www.g2.com/sellers/thryv)
- **Year Founded:** 2012
- **HQ Location:** Dallas, TX
- **Twitter:** @thryv  
8,415 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27887848e034bb1ec04ffc19993643ac5aba8ec3f47189ab13b2d95d7f950b19&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthryvinc&secure%5Burl_type%5D=linkedin_company_website)  
5,883 employees on LinkedIn®
- **Ownership:** NASDAQ: THRY

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Professional Training & Coaching
- **Company Size:** 72% Small, 24% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of automation** in Keap, enabling effective task management and seamless campaign execution.
- Users love Keap's **advanced automation features** , enabling efficient management of marketing campaigns and client communication.
- Users value the **ease of use** of Keap, praising its intuitive design and seamless setup for managing tasks.
- Users appreciate the **automation efficiency** of Keap, simplifying tasks like reminders and client management seamlessly.
- Users value the **automation capabilities** of Keap, appreciating its efficiency in managing marketing tasks seamlessly.

##### Cons

- Users find Keap's **complexity** challenging, particularly for those with fewer contacts or new to the platform.
- Users find Keap to be **quite expensive** compared to competitors, which has led some to seek alternatives.
- Users find **lack of flexibility** in Keap, requiring significant effort and resources for effective customization.
- Users find the **learning curve steep** with Keap, requiring significant effort to fully utilize its capabilities.
- Users find **limitations in flexibility** for invoicing, making it less suitable for small companies or entrepreneurs.

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

**["Powerful Automation with Ease, but Pricey"](https://www.g2.com/survey_responses/keap-review-12720086)**

**Rating:** 4.5/5.0 stars

_— karan k._

[Read full review](https://www.g2.com/survey_responses/keap-review-12720086)

**["Seamless Business Automation and CRM Efficiency"](https://www.g2.com/survey_responses/keap-review-12701290)**

**Rating:** 4.5/5.0 stars

_— SHEMEKA J._

[Read full review](https://www.g2.com/survey_responses/keap-review-12701290)

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

- [What is KEAP?](https://www.g2.com/discussions/what-is-keap)

### [Promys](https://www.g2.com/products/promys/reviews)

Promys CRM/Help Desk/PSA software for IT, MSP, Audio Visual & Physical Security solution providers from 10 to 2000 users. Promys is intuitive & simple to implement. Promys streamlines workflow by linking data between CRM, quoting, help desk, time & billing, job costing, support contracts/managed services, and project management. Reporting and KPI analytics are in a completely different class. Watch the video to find out more.

**Average Rating:** 4.7/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Promys?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Promys?

- **Seller:** [PROMYS](https://www.g2.com/sellers/promys)
- **Year Founded:** 2003
- **HQ Location:** Mississauga, Ontario
- **Twitter:** @PROMYS\_PSA  
126 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4514a38a011a4612bbff390cdc8edcbb58a1fd7f07fc28a80816f631b91b2e44&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F134025%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 58% Small, 42% Medium

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

**["Superior, Secure, Collaborative Sales, Service and Finance Tool on One Platform"](https://www.g2.com/survey_responses/promys-review-397474)**

**Rating:** 5.0/5.0 stars

_— Sandra S._

[Read full review](https://www.g2.com/survey_responses/promys-review-397474)

**["Much needed solution for our business"](https://www.g2.com/survey_responses/promys-review-631289)**

**Rating:** 5.0/5.0 stars

_— Terri B._

[Read full review](https://www.g2.com/survey_responses/promys-review-631289)

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

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

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

If you use Outlook and need a CRM, you have to try eWay-CRM. It’s the best CRM that lives right inside Microsoft Outlook and Teams. Manage Customers, Sales, Projects, and Email Campaigns — without ever leaving your inbox. Thanks to deep Outlook integration, eWay-CRM automatically tracks emails, syncs with your calendar, and keeps your contacts organized. You’ll love the “Convert to” feature: just right-click any email and turn it into a deal, task, or contact. It’s fast, simple, and powerful. And with Microsoft Teams integration, collaborating with your team becomes seamless. Work smarter, stay organized, and keep everything in one place — right where you already work.

**Average Rating:** 4.0/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate eWay-CRM?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind eWay-CRM?

- **Seller:** [eWay System Ltd](https://www.g2.com/sellers/eway-system-ltd)
- **Year Founded:** 2008
- **HQ Location:** Kansas City, Missouri
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1f8c078badec90ec189ab2489c6c42c7f8475602378f4fe6fd063df0f48e2dc5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2546194&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

#### What Do G2 Reviewers Say About eWay-CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **Calendar sync automation** in eWay-CRM, enhancing their daily operations and integration with MS apps.
- Users commend the **responsive and helpful customer support** of eWay-CRM, enhancing their overall positive experience.
- Users find eWay-CRM's **ease of use** exceptional, thanks to seamless integration and a smooth learning curve.
- Users value the **easy customization** of eWay-CRM, enhancing productivity with seamless integration and automation features.
- Users value the **easy implementation** of eWay-CRM, facilitating smooth operations and integration with other MS apps.

##### Cons

- Users face **saving issues** with eWay-CRM, needing extra steps to save sent emails without attachments.
- Users occasionally experience **slow loading** times for the Journal list, which affects their overall experience.

#### What Are Recent G2 Reviews of eWay-CRM?

**["A great replacement for Microsoft Business Contact Manager (BCM)"](https://www.g2.com/survey_responses/eway-crm-review-10482361)**

**Rating:** 5.0/5.0 stars

_— Larry B._

[Read full review](https://www.g2.com/survey_responses/eway-crm-review-10482361)

**["eWay still is a powerful tool for daily operations"](https://www.g2.com/survey_responses/eway-crm-review-7562101)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/eway-crm-review-7562101)

### [BIGContacts](https://www.g2.com/products/bigcontacts/reviews)

BIGContacts CRM offers an integrated Contact Management and Email Marketing Solution for Small Business. We give you the tools you need to capture more leads, convert more sales and retain more customers. We're unlocking the potential of every small business with an affordable and easy-to-use solution. Plans starting at only $5 per user - per month!

**Average Rating:** 4.5/5.0

**Total Reviews:** 75

#### How Do G2 Users Rate BIGContacts?

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

#### Who Is the Company Behind BIGContacts?

- **Seller:** [BigContacts](https://www.g2.com/sellers/bigcontacts)
- **Year Founded:** 2007
- **HQ Location:** Victoria, BC
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f43e99d16eed75dc1827c2f2f677ab09e204940795c7088359081f543f967b1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbigcontacts%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising, Accounting
- **Company Size:** 75% Small, 25% Medium

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

**["CRM with great automation capabilities"](https://www.g2.com/survey_responses/bigcontacts-review-7635634)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/bigcontacts-review-7635634)

**["BIGContacts offers the best pipeline management functionality"](https://www.g2.com/survey_responses/bigcontacts-review-7102332)**

**Rating:** 5.0/5.0 stars

_— Prem P._

[Read full review](https://www.g2.com/survey_responses/bigcontacts-review-7102332)

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

- [What is BigContacts used for?](https://www.g2.com/discussions/what-is-bigcontacts-used-for) - 1 comment

### [ClientTether.com](https://www.g2.com/products/clienttether-com/reviews)

Connect instantly with leads generated through your marketing efforts with our sales engagement automation platform and CRM. Send a personalized text message, receive a phone call, send an email or even a box of brownies within 29 seconds, when you receive a lead to maximize lead conversion. Our Franchise clients love that they can guarantee 100% lead follow-up across their networks using our platform. Convert leads effortlessly through our automated follow-up and scheduling technology. Schedule appointments, calls, texts and emails to your customers according to your desired time frame and frequency. Also, ensure your team is following up consistently with each quote, each lost opportunity, and each converted lead. Create long-term relationships and retain customers through our automated retention program. Engage with your clients with minimal effort from you. Schedule emails, texts, and calls, and send personalized post cards, thank you cards, brownies, golf balls, or other physical media to create a rich, omni-channel retention and re-engagement strategy. Use our integrated proposal management tools to create beautiful proposals or quick quotes. Receive notifications when they have been opened, and when your clients have used our e-signature tools to sign and approve your job. Automate online review management to make sure you optimize your online reputation using our reputation manager tool as well. Our platform was designed for home service and other service franchises and businesses. Our data architecture enables franchise systems to deploy our platform out of the box without massive customization to meet their needs. Business owners and franchisors alike love our visual pipeline and our dynamic dashboards. Track and monitor growth across lead flow, lead attribution, sales progression, activity, and close rates across multi-location or multi-unit businesses.

**Average Rating:** 4.7/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate ClientTether.com?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ClientTether.com?

- **Seller:** [ClientTether](https://www.g2.com/sellers/clienttether)
- **Year Founded:** 2014
- **HQ Location:** Greater Provo Area, US
- **Twitter:** @ClientTether  
71 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=324fa745d82c5ed87d516345d6f45a20f21c6fb81296611c22a37d710a15b3c1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclienttether%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Small, 17% Medium

#### What Are Recent G2 Reviews of ClientTether.com?

**["Strong Results and ROI"](https://www.g2.com/survey_responses/clienttether-com-review-4473760)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/clienttether-com-review-4473760)

**["Great product and great team"](https://www.g2.com/survey_responses/clienttether-com-review-7835134)**

**Rating:** 5.0/5.0 stars

_— ADRIAN R._

[Read full review](https://www.g2.com/survey_responses/clienttether-com-review-7835134)

#### What Are G2 Users Discussing About ClientTether.com?

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

### [GleanView](https://www.g2.com/products/gleanview/reviews)

GleanView is a B2B sales and marketing software platform for small and medium businesses. Our family of products addresses B2B sales and marketing challenges from top to bottom of the funnel by harnessing the power of automations and focusing on doing more with less. They can be used together to create a seamless platform, or can be plugged into your existing software to fill gaps and extend functionality.

**Average Rating:** 4.7/5.0

**Total Reviews:** 21

#### How Do G2 Users Rate GleanView?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind GleanView?

- **Seller:** [GleanView](https://www.g2.com/sellers/gleanview)
- **Year Founded:** 2015
- **HQ Location:** Jacksonville, FL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0ba6cd7675dbf0d6ef3fc7ed035719b202a78131d08e059102fadb03345e7e8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10406427%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Recreational Facilities and Services
- **Company Size:** 67% Small, 24% Medium

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

**["The best relationship you will have with your customers."](https://www.g2.com/survey_responses/gleanview-review-2946134)**

**Rating:** 4.5/5.0 stars

_— Sandra W._

[Read full review](https://www.g2.com/survey_responses/gleanview-review-2946134)

**["Everyone is on the same page 24/7/365 with where a potential customer is in our sales pipeline."](https://www.g2.com/survey_responses/gleanview-review-2343225)**

**Rating:** 5.0/5.0 stars

_— Mable G._

[Read full review](https://www.g2.com/survey_responses/gleanview-review-2343225)

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

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

### [WORKetc](https://www.g2.com/products/worketc/reviews)

WORKetc was created as a tool to help every team across your business communicate and collaborate more efficiently. From sales leads, project management, billing, CRM and more, WORKetc can adjust to the needs of your entire team and ensure that everyone stays informed about the most important elements of their job. Start your 14-day free trial today and witness first hand how our experienced team can help your business streamline and optimize your workflows with WORKetc.

**Average Rating:** 4.6/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate WORKetc?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind WORKetc?

- **Seller:** [WORKetc](https://www.g2.com/sellers/worketc-fc49807b-71d1-4e3a-b8de-c00f478ff336)
- **Year Founded:** 2016
- **HQ Location:** San Francisco, CA
- **Twitter:** @WORKetc  
20,071 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2230d04d865a0e0f0133fd26f5d28b64c57ba7e7b5cd511aa0ae696f2ab6a08e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwork-etc-%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®
- **Phone:** 800-322-7860

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 79% Small, 8% Medium

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

**["Helps us with our eblasts and keeping track of details about customers"](https://www.g2.com/survey_responses/worketc-review-1401016)**

**Rating:** 5.0/5.0 stars

_— Verified User in Human Resources_

[Read full review](https://www.g2.com/survey_responses/worketc-review-1401016)

**["Excellent all in one CRM and more "](https://www.g2.com/survey_responses/worketc-review-634478)**

**Rating:** 5.0/5.0 stars

_— Randy B._

[Read full review](https://www.g2.com/survey_responses/worketc-review-634478)

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

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

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

Propeller is a CRM that sales people actually want to use. We built Propeller CRM to help sales and marketing teams with the day-to-day work of selling inside Gmail and with Google Apps, helping to to dramatically reduce the need to track their activity manually and in separate systems. Propeller CRM provides all the power to manage your sales pipeline and forecast revenue. You can get a view of the detailed activities your team is doing, so you can see activity levels, what messaging is working, and which opportunities need attention.

**Average Rating:** 4.5/5.0

**Total Reviews:** 17

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

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

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

- **Seller:** [Propeller CRM](https://www.g2.com/sellers/propeller-crm)
- **Year Founded:** 2014
- **HQ Location:** San Francisco, CA
- **Twitter:** @propellercrm  
196 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6dbddd8152f9b1bdffc2eb701f375050a8e7fb9bbaa2641fecdba7ec707cedf7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5440121%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 76% Small, 18% Medium

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

**["Better than any other CRM in the market"](https://www.g2.com/survey_responses/propeller-crm-review-8288689)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/propeller-crm-review-8288689)

**["Best CRM Software for all your needs"](https://www.g2.com/survey_responses/propeller-crm-review-8025811)**

**Rating:** 5.0/5.0 stars

_— Yash K._

[Read full review](https://www.g2.com/survey_responses/propeller-crm-review-8025811)

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

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

### [AddressTwo](https://www.g2.com/products/addresstwo/reviews)

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 47

#### How Do G2 Users Rate AddressTwo?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind AddressTwo?

- **Seller:** [AddressTwo](https://www.g2.com/sellers/addresstwo)
- **Year Founded:** 2005
- **HQ Location:** Indianapolis, IN
- **Twitter:** @addresstwo  
1,715 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=680d5a7875b336d874dd6d4943e81645c0d76959ceb6a3411a2a5f374a6c1b26&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1135243%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

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

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

**["CRM to organize your contacts and sales ideas"](https://www.g2.com/survey_responses/addresstwo-review-2129114)**

**Rating:** 4.5/5.0 stars

_— Felix Z._

[Read full review](https://www.g2.com/survey_responses/addresstwo-review-2129114)

**["Simplest, Most Effective CRM"](https://www.g2.com/survey_responses/addresstwo-review-863395)**

**Rating:** 5.0/5.0 stars

_— Chris R._

[Read full review](https://www.g2.com/survey_responses/addresstwo-review-863395)

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

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

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

CentraHub CRM is a future-proof business automation solution that functions as a single source of data and processes for all operations. It is an industry-ready, mobile-optimized CRM with dedicated modules for marketing, sales, and service automation. Apart from its RESTful API integrations, CentraHub CRM also equips users with digital commerce and cross CRM tools. CentraHub CRM could be used by businesses in all major industries and verticals. We provide industry-specific CRM systems tailored to their unique requirements. • Real Estate • Computer Aided Facility Management • Auto Sales, Garages and Rentals • Education Management • Project Management • Delivery and Courier Management • Professional Services • Loyalty Management • Asset Management

**Average Rating:** 4.8/5.0

**Total Reviews:** 31

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

- **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:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

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

- **Seller:** [Centra Hub](https://www.g2.com/sellers/centra-hub)
- **Year Founded:** 2016
- **HQ Location:** Hyderabad, Telangana
- **Twitter:** @CentrahubCRM  
250 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ee5ac48d7f784f42bb92a3e676e19494ad8852817e250bae0ca1e1aa8eea95ed&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcentrahubcrm&secure%5Burl_type%5D=linkedin_company_website)  
90 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 62% Medium, 36% Small

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

**["Perfect CRM for Mid size business"](https://www.g2.com/survey_responses/centrahub-crm-review-10245823)**

**Rating:** 5.0/5.0 stars

_— Virat G._

[Read full review](https://www.g2.com/survey_responses/centrahub-crm-review-10245823)

**["Best CRM to use for customer relationship"](https://www.g2.com/survey_responses/centrahub-crm-review-8644365)**

**Rating:** 4.5/5.0 stars

_— dipesh P._

[Read full review](https://www.g2.com/survey_responses/centrahub-crm-review-8644365)

### [PlanPlus Online](https://www.g2.com/products/complete-xrm-planplus-online/reviews)

PlanPlusOnline is a superior productivity CRM suite that offers best in class task management combined with Group Calendaring, Contact Management, Sales Automation, and Customization to rival the best custom applications. It is based on timeless principles of effectiveness developed inside of FranklinCovey and built over decades of practical application. The Implementations focus on building a Culture of Productivity and adapts the tool to your specific organization's desired culture.

**Average Rating:** 4.7/5.0

**Total Reviews:** 32

#### How Do G2 Users Rate PlanPlus Online?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind PlanPlus Online?

- **Seller:** [PlanPlus Online](https://www.g2.com/sellers/planplus-online)
- **Year Founded:** 2003
- **HQ Location:** Salt Lake City, Utah
- **Twitter:** @PlanPlus  
1,168 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=453517c51961d014efee61c334571714c1b825daaf61553c4b832016c8d89228&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3186299%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 69% Small, 22% Medium

#### What Are Recent G2 Reviews of PlanPlus Online?

**["The best assistant that allows me to integrate with other systems."](https://www.g2.com/survey_responses/planplus-online-review-2437399)**

**Rating:** 4.5/5.0 stars

_— Quiana J. B._

[Read full review](https://www.g2.com/survey_responses/planplus-online-review-2437399)

**["Easy to use and very customizable"](https://www.g2.com/survey_responses/planplus-online-review-6604842)**

**Rating:** 4.5/5.0 stars

_— Manmeet V._

[Read full review](https://www.g2.com/survey_responses/planplus-online-review-6604842)

#### What Are G2 Users Discussing About PlanPlus Online?

- [What is PlanPlus Online used for?](https://www.g2.com/discussions/what-is-planplus-online-used-for)

### [WPCRM](https://www.g2.com/products/wpcrm/reviews)

WebPresented offers a cloud based or on premise CRM solution called WPCRM. WPCRM is a cost effective, vertically integrated CRM for the wholesale distribution and manufacturing markets. Built from an ERP-integration perspective, WPCRM provides; data for smarter decision making, mobile quoting, mobile access to product pricing and inventory, customer orders and buying history and marketing campaign analytics. WPCRM will drive sales activity and new revenue!

**Average Rating:** 4.4/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate WPCRM?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind WPCRM?

- **Seller:** [WebPresented](https://www.g2.com/sellers/webpresented)
- **Year Founded:** 2001
- **HQ Location:** Columbus, OH
- **Twitter:** @webpresented  
17 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e677aa0243003a1bddf256fb9c3d90eb6ca8d81a363b4bb659ed5c7425caba98&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3065984&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 73% Medium, 13% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **seamless integration** of WPCRM with enterprise systems, enhancing efficiency and communication in their workflows.
- Users value the **effective customer support** of WPCRM, enhancing communication and efficiency for their specific wholesaling needs.
- Users find WPCRM **incredibly user-friendly** , allowing easy access via tablets and mobiles for on-ground staff.
- Users appreciate the **easy access** of WPCRM, allowing on-ground staff to utilize it via tablets and mobiles.
- Users value the **easy implementation** of WPCRM, seamlessly aligning with industry needs without custom coding or workarounds.

##### Cons

- Users find the **learning curve steep** for creating reports in WPCRM, requiring training to navigate the interface.
- Users express frustration over **limited customization** options in WPCRM, hindering tailored solutions for their needs.
- Users find the **reporting features lacking** due to their complexity and unintuitive interface, hindering effective data management.
- Users find the **reporting process not intuitive** , requiring training and effort to create effective dashboards and export data.
- Users find the **reporting interface not user-friendly** , requiring training and making report building a cumbersome process.

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

**["Intuitive and Time-Saving CRM Solution"](https://www.g2.com/survey_responses/wpcrm-review-12742407)**

**Rating:** 5.0/5.0 stars

_— Aditya P._

[Read full review](https://www.g2.com/survey_responses/wpcrm-review-12742407)

**["Streamlined Global Project Management with WPCRM"](https://www.g2.com/survey_responses/wpcrm-review-12958754)**

**Rating:** 4.0/5.0 stars

_— Alexandros P._

[Read full review](https://www.g2.com/survey_responses/wpcrm-review-12958754)

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

- [What does CRM software include?](https://www.g2.com/discussions/wpcrm-what-does-crm-software-include-603f6f9f-bf34-450a-bea4-91f1eb7418ae)
- [What does CRM software include?](https://www.g2.com/discussions/wpcrm-what-does-crm-software-include)
- [What are the main functions of a CRM?](https://www.g2.com/discussions/what-are-the-main-functions-of-a-crm)
- [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/what-are-the-3-main-elements-of-crm-software)
- [What are common features of CRM software?](https://www.g2.com/discussions/what-are-common-features-of-crm-software)

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- [73](/categories/crm?Tag=salesforce%252525252520integration&order=g2_score&page=73#product-list)
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Spotlight Categories

[Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)

[Mobile Marketing Software](https://www.g2.com/categories/mobile-marketing)

[Product Information Management (PIM) Systems](https://www.g2.com/categories/product-information-management-pim)

[Retail POS Systems](https://www.g2.com/categories/retail-pos)

[Anti Money Laundering Software](https://www.g2.com/categories/anti-money-laundering)

Similar Categories

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

- [Contract Management](/categories/contract-management)
- [Customer Revenue Optimization](/categories/customer-revenue-optimization)
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- [Other Sales](/categories/other-sales)

- [Partnerships Management](/categories/partnerships-management)
- [PreSales](/categories/presales)
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- [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

* * *

## How Do You Choose the Right CRM Software?

### Everything About CRMs

### CRM software buying insights at a glance

[Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights.

Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits.

Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year.

If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include:

- How transparent and scalable is the pricing structure?
- What training and onboarding resources are provided?
- What integrations are supported, and how user-friendly are they?
- How responsive is the vendor to customer support issues?
- Does the CRM utilize AI to automate interactions or insights?

G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close.

### What is CRM software?

G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions.

Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential.

CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey.

The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics))

G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies))

### What are the top reviewed CRM systems on G2?

G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category:

#### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews)

- Number of Reviews: 20,244
- Satisfaction: 99
- Market Presence: 99
- G2 Score: 99

#### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)

- Number of Reviews: 9,685
- Satisfaction: 99
- Market Presence: 87
- G2 Score: 93

#### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews)

- Number of Reviews: 3,503
- Satisfaction: 94
- Market Presence: 70
- G2 Score: 82

#### 4. [ClickUp](https://www.g2.com/products/clickup/reviews)

- Number of Reviews: 1,507
- Satisfaction: 93
- Market Presence: 70
- G2 Score: 81

#### 5. [Close](https://www.g2.com/products/close/reviews)

- Number of Reviews: 1,346
- Satisfaction: 98
- Market Presence: 63
- G2 Score: 81

These rankings are determined by combining verified user ratings and publicly available web search popularity data:

- The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies))
- The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies))
- G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies))

### CRM software pricing and cost considerations

CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include:

- Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities.
- Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses.
- Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support.

Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year.

Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance.

### Types of CRM software on G2

CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs:

- Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management.
- Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting.
- Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm).
- [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement.
- [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go.
- [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software).
- [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups.
- Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth.
- [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs.

### Top CRM software features rated by G2 reviewers

There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways:

- Contact & account management: Store customer data and manage interactions centrally.
- Opportunity & pipeline management: Track sales deals through each stage from lead to close.
- Task & activity management: Schedule tasks, assign deadlines, and track activities.
- Lead management: Capture, qualify, and manage leads throughout the sales process
- Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns.
- Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports.
- Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels.
- Workflow automation: Automate repetitive tasks and streamline business processes.
- Customer support & case management: Track and resolve customer inquiries and issues effectively.
- Integration capabilities: Seamlessly integrate CRM with other essential software and business systems.
- AI capabilities: Use generative AI to automate text creation and enhance customer interactions.

### Top CRM software benefits identified by G2 reviewers

Effective CRM implementation can yield multiple strategic business benefits, including:

**Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts.

_“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560).

**Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue.

_“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634).

**Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities.

“_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142).

**Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts.

_“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552).

### Top CRM systems challenges identified by G2 reviewers

Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them:

**1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses.

- **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support?
- **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth.

**2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes.

- **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes?
- **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support.

**3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios.

- **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features?
- **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs.

**4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations.

- **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)?
- **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs.

**5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity.

- **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting?
- **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process.

### What is CRM software used for?

Analysis of CRM software reviews reveals the following common scenarios:

- **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks.
- **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication.
- **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively
- **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date.

### Who uses CRM systems?

CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate.

### Common CRM software integrations

We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM:

- **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities.
- **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions.
- **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency.
- **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination.
- **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions.

### What's the best CRM app for small business owners?

For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as: 

1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management.
2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels.
3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions.

### What CRM is the best for e-commerce platforms?

The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews:

1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more.
2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools.
3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony.

### Future of CRM software

- **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry.
- **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/))
- **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage.

### CRM Software FAQs

### Most Popular FAQs

#### **Which CRM Software has the best reviews?**

Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction:

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows.
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing.
- [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem.

#### **What is CRM software used for?**

CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike.

#### **What is the best cloud-based CRM for the service industry?**

Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users:

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships.
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription.
- [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements.

#### **What is the best CRM solution with marketing automation features?**

The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include:

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users.
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic.
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients.
- [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface.

#### **What is the best CRM for beginners?**

New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users:

- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day.
- [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction.
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly.
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity.

### Small Business FAQs

#### **What is the most affordable CRM software for SMBs?**

For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget:

- [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools.
- [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives.
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow.
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms.

#### **What is the best CRM software for startups?**

Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options:

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately.
- [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set.
- [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools.

#### **Which CRM software is the most user-friendly for startups?**

Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users:

- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool.
- [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training.
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges.
- [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex.

#### **What is the best CRM for small teams in financial services?**

Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry:

- [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform.
- [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools.

#### **What CRM tools are best suited for solo business owners and freelancers?**

Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options:

- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead.
- [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms.
- [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach.
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support.

### Enterprise FAQs

#### **What is the best-rated CRM software for tech enterprises?**

Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data.
- [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources.
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations.

#### **What is the most reliable CRM software tool for enterprises?**

Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls.
- [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence.
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure.

#### **What is the best-reviewed CRM software for enterprise app integration?**

Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools.
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows.
- [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems.

#### **What is the best enterprise CRM for customer success teams?**

Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options:

- [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data.
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts.
- [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture.

#### **What is the best enterprise CRM with AI capabilities?**

AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale.
- [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows.
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication.

### Sources

1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2
2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies).
3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP
4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix

Last Updated on 04/20/2026

_Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen)

_Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)