# Best CRM Software - Page 54

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,086

### Category Stats (Jul 2026)

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

_Last updated: July 31, 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
- 1,086+ 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**

### SAP Sales Cloud

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities

[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=2026-08-01T04%3A42%3A37Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&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%3D54&secure%5Btoken%5D=4ba6393c64b79330d9d0c5b6676fa8995c2a2ed9e5a80818a1b99df6be12af54&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fproducts%2Fcrm%2Fsales-cloud.html&secure%5Burl_type%5D=paid_promos)

### [Work360](https://www.g2.com/products/work360/reviews)

Work360.space is a versatile, cloud-based business operation platform developed by Wee Technology Solution Ltd. Designed for businesses of all sizes, Work360.space integrates various functionalities to streamline operations, improve efficiency, and enhance productivity. The platform offers an all-in-one solution that is both user-friendly and powerful, helping companies automate and manage their operations with ease. Key Features: Customer Relationship Management (CRM): Comprehensive tools for managing customer interactions, leads, and sales pipelines. Project Management: Efficient project tracking and collaboration tools ensuring on-time and on-budget delivery. Human Resource Management (HRM): Unified platform for managing employee records, payroll, attendance, and performance reviews. Accounting Management: Built-in accounting features for managing financial transactions, invoices, expenses, and financial reporting. Point of Sale (POS): Seamless POS system for managing retail transactions, inventory, and customer data. 40+ Industrial Solutions: Tailored modules for industries such as hotel management, hospital management, car dealership management, and more. AI Integration: Automated data management and insightful business analytics powered by AI. Payment Gateway Integration: Support for multiple payment gateways to facilitate smooth transactions. Learning Management System (LMS): Robust tools for managing training and educational content. Secure Data Hosting: 24/7 protection and hosting in the UK, United States, and Germany. Benefits: Streamline Operations: Simplify complex business processes across departments. Improve Customer Relations: Efficiently manage customer data, leads, and service inquiries. Enhance Collaboration: Integrated tools to foster teamwork and communication. Boost Productivity: Leverage AI-driven insights and automation to enhance decision-making. Ensure Compliance: Track industry regulations with specialized modules. Expand Business Reach: Utilize integrated marketing and sales tools to grow your business globally. Work360.space is ideal for businesses looking for an affordable, scalable, and secure platform to manage their operations without requiring extensive technical expertise.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Work360?

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

#### Who Is the Company Behind Work360?

- **Seller:** [Wee Technology Solution](https://www.g2.com/sellers/wee-technology-solution)
- **Year Founded:** 2022
- **HQ Location:** East Ham, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aedfa40d4fbcfb60a5886c8184c78b4aae7f75f2e1f355c8201e69e4df0ed25c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwork360&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Do G2 Reviewers Say About Work360?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **flexibility** of Work360, allowing them to customize their experience to suit personal preferences.

#### What Are Recent G2 Reviews of Work360?

**["Customizable to Your Preferences"](https://www.g2.com/survey_responses/work360-review-12021650)**

**Rating:** 5.0/5.0 stars

_— Rosemary A._

[Read full review](https://www.g2.com/survey_responses/work360-review-12021650)

### [Workpex](https://www.g2.com/products/workpex/reviews)

Workpex is a highly functional sales and lead management software with smart capabilities to efficiently handle all tasks in sales and lead management scenarios, thereby significantly enhancing the effectiveness of Sales Teams. With a plethora of features including lead status updates, follow-up reminders, and alerts for stagnant or overdue leads, Workpex enhances lead handling. Additionally, it offers built-in options to call, track, record, and download them, along with GPS tracking to monitor team productivity. Its extensive integration makes it an all-in-one solution for sales and lead management. Also, it facilitates bulk email, WhatsApp, and SMS marketing, as well as provides detailed performance analysis reports. Furthermore, an app version adds convenience. In essence, Workpex is indispensable for sales teams seeking success in today's competitive landscape.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Workpex?

- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Workpex?

- **Seller:** [Workpex](https://www.g2.com/sellers/workpex)
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e5169bbdd64f5ce56f3a269d7bdc544b0e18e857b93407b9bff0a143ed14513d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwokrpex&secure%5Burl_type%5D=linkedin_company_website)

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **organizational efficiency** of Workpex, as it consolidates tasks, updates, and deadlines seamlessly.
- Users value Workpex for its **centralized task management** , seamlessly integrating tasks, updates, and deadlines all in one place.

##### Cons

- Users find that Workpex has **slow performance** , particularly when managing large projects or multiple users simultaneously.

### [WP ERP](https://www.g2.com/products/wp-erp/reviews)

ULTIMATE COMPANY/ BUSINESS MANAGEMENT SOLUTION FOR WORDPRESS Get a unique interactive experience of managing your business independently with the most reliable information Storage & system of record on WordPress. WP ERP is the first full-fledged ERP (Enterprise Resource Planning) system through which you can simultaneously manage your WordPress site and business from a single platform. WP ERP’s free version has all the important features you need to manage the basics of your business. WP ERP has 3 core modules: HR, CRM and Accounting, which together make a complete ERP system for any type of business. The plugin is so beginner-friendly that all you need is a one-click activation to get started! CORE MODULES WP ERP Comes with three powerful pre-built core modules – WordPress HR Management WordPress CRM System WordPress Accounting System OTHER MODULES Project Management via WP Project Manager ♦️GENERAL FREE FEATURES OF WP ERP CORE:♦️ Here are some of the benefits you get for using the pioneer WordPress ERP Your own company profile Full control over operations 44+ Currency Support Overview of all modules Notification emails with templates & shortcode Help from support & documentation ♦️FREE WORDPRESS HR MANAGEMENT DIRECTLY FROM YOUR DASHBOARD♦️ Create your very own HR system for your company just the way you like! Free features of WP ERP HR Manager module:- Manage all company information Manage locations Add & list departments & designations Create employee profiles with editing privilege Share announcements Manage holidays Allow employees to request for leave Manage employee leaves & leave policies Reports based on employee age & gender, head count, salary, year of service. ♦️FREE CLIENT MANAGEMENT – KEEP CUSTOMERS ONLINE AT YOUR FINGERTIPS!♦️ With WP ERP CRM module, the process of converting leads to customers is much easier, organized, and seamless. Free features of WP ERP CRM module: Contacts with life stages to prioritize service Create contact groups Make notes for each customer Activity logs show all dealings. Schedule meetings & calls directly Create company profiles Filter contacts using keywords or attributes Saved search filters & conditions Assign contacts & tasks to the right agents CRM activity report including customers & business growth ♦️FREE ACCOUNTING MODULE MADE FOR NON-ACCOUNTANTS♦️ This is the perfect accounting module for anyone who is un-initiated with accounting. The simple intuitive interface makes it easy for anyone to get started. Free features of WP ERP Accounting module: Overview & tracking of income, expenses, receivables, payables, balance etc. Reports like ledger report, trial balance, income statement, sales tax report, balance sheet etc. Set financial year or fiscal year. Set opening balance for all accounts. Closing balance sheet of a financial year. Pre-loaded ledger accounts for assets, liabilities, expenses, income, etc. Add custom ledger accounts or bank accounts according to your needs. Manage sales using invoices. Create quotations for estimation. Receive payments from customers. Create bill for any customer, vendor, or employee Pay bills against any bill Make direct expense or issue a check. Purchase products or services Make payments to vendors. Create products/product categories. Create unlimited users like vendors, customers etc. Partial payments for any transactions. Create unlimited bank accounts, manage, view economics in graph. Journal entry for any transaction. Create tax rates, tax agencies, tax zones & tax categories for invoices. Pay tax to agencies Send PDF copy of all transactions via email Filter reports by date range Print all transactions or reports Getting Started with WP ERP is only a matter of moments. Check out the detailed documentation created by us to help you out to run WP ERP in the best way. ♦️POWERFUL EXTENSIONS AVAILABLE IN PREMIUM PLANS♦️ A host of WordPress extensions are available at your service to supercharge your all-in-one business manager, WP ERP: Payment Gateway: This feature extension allows you to take payments from most popular payment gateways- PayPal and Stripe. Recruitment: This is a Job Manager and complete Job Vacancy, Resume and Employment Manager. You can directly create, publish and manage your recruitment from your WordPress powered company website, as well as manage candidates. experience. Attendance: Track work hours of your employees and balance them with their leaves with this feature extension. HR Frontend: Bring the powerful HR Module of WP ERP to your web front using this handy extension. Let staff check-in, check-out, and even take leaves from the web-front. Training: Monitor training programs for different teams & employees. WooCommerce Integration: Sync your WooCommerce order details and customer data with WP ERP and allow your CRM agent to track your sales. Email Campaign: Create personalized, automated and beautifully designed outbound emails for marketing, campaigns or customer follow up. Custom Field Builder: Add more fields to your ERP forms. Payroll: Manage your employee salaries more easily and automate the payment system with this amazing extension of WP ERP Deals: Deals is a great tool to manage and guide your CRM agents on a faster and organized sales process. Workflow: Automate actions in your ERP system with this advanced extension. Save time and reduce the margin of error. Reimbursement: Manage your employee expenses and complete payments in an easy and effective way using ERP Reimbursement. Document Manager: Store and access your company and employee documents on-site. Inventory: Stock management for your products within your accounting software. SMS Notification: Send SMS notifications to your CRM contacts and employees in your HR module directly from your ERP system using famous SMS gateways. Asset Manager: Create your company assets virtually, assign them to employees and keep track of all your company assets in one place. Gravity Forms: Create users in CRM module automatically with the data you receive on a form created by Gravity Forms. Salesforce Contacts Sync: Import and Sync all your SalesForce mailing lists into WP-ERP CRM system and vice versa. Hubspot Contacts Sync: Import and Sync all your Hubspot contacts into WP-ERP CRM system and vice versa. Mailchimp Contacts Sync: Import and Sync all your MailChimp mailing lists into WP-ERP CRM system and vice versa. Help Scout Sync: Sync Help Scout contacts with your CRM & view your CRM contact data on Help Scout with this two-way integration! Awesome Support Sync: Using Awesome Support to provide support to your customers? Easily bring them to your CRM so you get full relationship management features! Zendesk Sync: Increase CRM contacts, lead and customers by integrating Zendesk ticket support system and respond to clients faster.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate WP ERP?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind WP ERP?

- **Seller:** [weDevs](https://www.g2.com/sellers/wedevs)
- **Year Founded:** 2012
- **HQ Location:** Mirpur DOHS, Dhaka
- **Twitter:** @weDevs  
25,955 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7d49955d7f60b1159bb0dabb4a53292db5718efeca99b8c60f0c7d0e804910db&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2645499%2F&secure%5Burl_type%5D=linkedin_company_website)  
104 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

#### What Are Recent G2 Reviews of WP ERP?

**["Amazing support"](https://www.g2.com/survey_responses/wp-erp-review-5073992)**

**Rating:** 4.5/5.0 stars

_— Cristiano C._

[Read full review](https://www.g2.com/survey_responses/wp-erp-review-5073992)

**["Andrew's amazing help"](https://www.g2.com/survey_responses/wp-erp-review-5062162)**

**Rating:** 4.5/5.0 stars

_— Ken S._

[Read full review](https://www.g2.com/survey_responses/wp-erp-review-5062162)

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

Xapsys create business software solutions including; - CRM - Live Business Intelligence - Live Planning systems and - E commerce sync software We offer a unique consultation service to tailor our systems to individual customer’s unique requirements, creating custom solutions without the usual costs attached. All of our modules are developed to be integrated with each other and with finance packages such as Sage, Xero and Quickbooks. Our goal is to make our customer’s work life easier, more profitable and therefore happier!

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

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

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

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

- **Seller:** [Xapsys CRM](https://www.g2.com/sellers/xapsys-crm)
- **Year Founded:** 2015
- **HQ Location:** Leicester, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5a210c641805c850494ad7099452d6ac2b54cd83d6c4016c21aac42ee3e648ab&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxapsys%3ForiginalSubdomain%3Duk&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["A unique ERP integrated CRM"](https://www.g2.com/survey_responses/xapsys-crm-review-9378801)**

**Rating:** 4.5/5.0 stars

_— Mayur N._

[Read full review](https://www.g2.com/survey_responses/xapsys-crm-review-9378801)

### [XSale](https://www.g2.com/products/xcore-technology-jsc-xsale/reviews)

XSale is the easiest-to-use and safest sales management software in Vietnam. XSale provides a comprehensive online sales management solution, helping businesses remove problems when operating manually and focus on business activities. XSale software has unlimited features at a reasonable cost, from only 59,000 VND/user, which will meet all sellers' needs. Website: https://xsale.com.vn/ Address: 99 Hoang Ngan, Nhan Chinh, Thanh Xuan, Hanoi Phone: 0362966566

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate XSale?

- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 6.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind XSale?

- **Seller:** [XCore Technology JSC](https://www.g2.com/sellers/xcore-technology-jsc)
- **HQ Location:** Phường Nhân Chính, Hanoi
- **Twitter:** @XSale\_Official  
2 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c4804faa8c3f96dbe6356cbd63d6cbce788e5efdccaba8bb2000f5825cc092d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxsale.com.vn&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of XSale, streamlining their management across multiple sales channels efficiently.
- Users value the **time efficiency** of XSale, streamlining product management across multiple sales channels in one application.

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

**["multi channel sales"](https://www.g2.com/survey_responses/xsale-review-11519378)**

**Rating:** 4.5/5.0 stars

_— Carlos C._

[Read full review](https://www.g2.com/survey_responses/xsale-review-11519378)

### [Zapix](https://www.g2.com/products/zapix/reviews)

Zapix CRM is a software solution that helps teams take control of data, digitize processes and improve customer relationships.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Zapix?

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

#### Who Is the Company Behind Zapix?

- **Seller:** [Sixlab](https://www.g2.com/sellers/sixlab)
- **Year Founded:** 2017
- **HQ Location:** Silea, IT
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e5132d6bdeabd972d71e26b741e9b31d9dfd9274d8e333a2cc6a24157e52599&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsixlab%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Effective"](https://www.g2.com/survey_responses/zapix-review-8224735)**

**Rating:** 5.0/5.0 stars

_— karan r._

[Read full review](https://www.g2.com/survey_responses/zapix-review-8224735)

### [ZekkoCRM](https://www.g2.com/products/zekkocrm/reviews)

ZekkoCRM: The AI-Powered CRM Built for Sales Teams That Want to Close, Not Just Manage ZekkoCRM is a modern, AI-driven customer relationship management platform designed for fast-moving sales teams that need more than a contact database — they need a system that thinks with them. Built from the ground up with artificial intelligence at its core, ZekkoCRM eliminates the busywork that slows salespeople down. From automated lead qualification to intelligent pipeline suggestions, every feature is designed to reduce friction and keep your team focused on what actually matters: building relationships and closing deals. What makes ZekkoCRM different: AI-Assisted Lead Qualification — ZekkoCRM analyzes behavioral signals, firmographic data, and engagement history to surface the leads most likely to convert. Your SDRs spend less time guessing and more time talking to the right people at the right moment. Smart Campaign Orchestration — Launch qualification campaigns directly from the CRM. Define your target audience, set the introduction, select your qualifying questions, and let ZekkoCRM handle the sequencing and follow-up — automatically. Structured Qualification Engine — Build a library of qualification questions tailored to your ICP, by industry, company size, technology stack, or business process. Answers flow directly into each lead's profile, enriching your pipeline with real intelligence. Integrated Voice & Communication — Native click-to-call capability with automatic call logging keeps every interaction captured and searchable. No manual notes. No lost context. Pipeline Intelligence — Real-time dashboards and AI-generated insights give managers full visibility into funnel health, rep activity, and deal velocity — so coaching conversations are grounded in data, not gut feeling. Designed for growing B2B teams. ZekkoCRM is especially powerful for SaaS, Fintech, Healthtech, and technology-intensive businesses where sales cycles are complex, buyers are educated, and qualification accuracy directly impacts revenue. Whether you're an SDR qualifying your first 100 leads or a sales director overseeing a full outbound operation, ZekkoCRM gives you the structure, automation, and intelligence to scale without scaling your headcount. Stop managing your CRM. Let it work for you.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate ZekkoCRM?

- **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ZekkoCRM?

- **Seller:** [ZekkoCRM](https://www.g2.com/sellers/zekkocrm)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=17a269b46d5c2debc23a75c965751eb686a0f2147ecd21f59bd8a22ee5b4e706&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzekkocrm&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["ZekkoCRM Keeps Sales Priorities Clear and Focused"](https://www.g2.com/survey_responses/zekkocrm-review-12999538)**

**Rating:** 5.0/5.0 stars

_— Alyssa D._

[Read full review](https://www.g2.com/survey_responses/zekkocrm-review-12999538)

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

Zeldata is an all-in-one CRM, HRM, sales, Accounting, project management and POS automation platform designed to increase your profit, productivity and performance of your business and entrepreneurial endeavors. Financial metrics to help your business grow. Zeldata is a cloud-based enterprise resource planning solution that improves the performance and profitability of entrepreneurs and businesses. Benefits - Enhance visibility and operational control - Boost efficiency and efficacy by eliminating multi-platform issues - Improve customer experiences - Automate crucial activities - Standardize business processes - Integrate different business functions - Streamline supply chain - Enhance control over operations

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate zeldata?

- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind zeldata?

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

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Best All in one platform as Customer Service"](https://www.g2.com/survey_responses/zeldata-review-9827193)**

**Rating:** 4.5/5.0 stars

_— Ana Florencia G._

[Read full review](https://www.g2.com/survey_responses/zeldata-review-9827193)

### [Zeni Growth](https://www.g2.com/products/zeni-growth/reviews)

ZeniGrowth is the all-in-one CRM for small sales teams. Track leads, build quotes with line-item pricing, generate invoices, collect payments, and automate the boring bits — without juggling five tools.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Zeni Growth?

- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Zeni Growth?

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

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Zeni Growth?

**["ZeniGrowth Streamlines the Entire Sales Cycle with Intuitive Tracking and Reporting"](https://www.g2.com/survey_responses/zeni-growth-review-13028246)**

**Rating:** 5.0/5.0 stars

_— Vaibhav S._

[Read full review](https://www.g2.com/survey_responses/zeni-growth-review-13028246)

### [1Channel Customer Relationship Management (CRM)](https://www.g2.com/products/1channel-customer-relationship-management-crm/reviews)

1Channel CRM is a comprehensive Customer Relationship Management (CRM) and Sales Automation platform that simplifies, digitizes, and optimizes every stage of the customer journey. Designed for the Indian market, it helps businesses capture leads, track interactions, manage pipelines, automate workflows, and analyze performance — all within a single, intelligent, mobile-ready system. Whether your teams are on the field, in the office, or managing distributors, 1Channel CRM ensures complete visibility, collaboration, and control over customer relationships and sales operations. Key Features and Unique Benefits 1Channel CRM integrates mobility, analytics, and AI to convert customer data into actionable insights and measurable growth. Key Features: Lead & Opportunity Management: Capture, qualify, and track leads through every stage with complete visibility. Customer Database Management: Maintain 360° profiles and communication history in one place. Sales Pipeline Automation: Automate deal progression, follow-ups, and reminders to reduce revenue leakage. AI-Powered Insights: Predict customer intent, forecast sales, and identify cross-sell or upsell opportunities. Omnichannel Communication: Connect email, WhatsApp, and calls for seamless engagement. Task & Activity Tracking: Assign and monitor sales tasks, visits, and meetings in real time. Mobile CRM App: Enable on-the-go updates, lead capture, and order recording. Order & Collection Management: Simplify order entry, payment tracking, and invoicing. Custom Dashboards & Reports: Access real-time analytics and performance metrics. Integration-Ready: Connect easily with ERP, POS, or marketing automation systems. Unique Benefits: 360° Customer Visibility: Every touchpoint, from lead to service, is traceable. Improved Productivity: Automate manual work and focus more on selling. AI Forecasting: Plan targets and territories with predictive analytics. Faster Conversions: Close deals quicker with intelligent alerts and automation. Data-Driven Decisions: Real-time dashboards empower sales leaders with insights. Who It’s For Ideal for sales-driven organizations, SMEs, and enterprises across FMCG, Manufacturing, Pharma, Automotive, Telecom, BFSI, and Consumer Goods sectors. Perfect for teams managing field sales, distributors, or B2B/B2C customers who need one unified CRM for growth and visibility. What It Does for Them 1Channel CRM streamlines lead management, enhances customer engagement, and drives sales performance through automation and AI. It helps teams track leads, automate follow-ups, forecast sales, and manage orders efficiently — enabling data-driven decisions and smarter selling. In short, 1Channel CRM is not just a tracking system — it’s an intelligent, AI-powered CRM platform that transforms sales operations into a connected, data-driven, and customer-focused ecosystem.

#### Who Is the Company Behind 1Channel Customer Relationship Management (CRM)?

- **Seller:** [1Channel](https://www.g2.com/sellers/1channel)
- **Year Founded:** 2006
- **HQ Location:** Gurgaon/Gurugram, Haryana
- **Twitter:** @AssistiveCRM  
9 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7075d27a2a53b07ff32333e06399896b257af36934c4c90d72223d8a592c4f6c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1channeltechstack%2F&secure%5Burl_type%5D=linkedin_company_website)  
66 employees on LinkedIn®

### [1stContact.ai AI Sales Acceleration CRM](https://www.g2.com/products/1stcontact-ai-ai-sales-acceleration-crm/reviews)

1stContact.ai™ is your all-in-one, AI-powered CRM platform that replaces costly multi-tool stacks with one smart system, so you can capture leads, automate follow-ups, manage pipelines, book appointments, run email & social campaigns, take payments, and measure results in one place. Plus all of our customers get free access to Impact Tools to create bulk email and social campaigns.

#### Who Is the Company Behind 1stContact.ai AI Sales Acceleration CRM?

- **Seller:** [1stContact.ai LLC](https://www.g2.com/sellers/1stcontact-ai-llc)
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fef0f281ce7f2830e08811c9cc97658215c08c23271f896eea174d2c823e6cc3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1stcontact%2F&secure%5Burl_type%5D=linkedin_company_website)

### [42crm](https://www.g2.com/products/42crm/reviews)

42CRM is a specialized customer relationship management (CRM) platform tailored for educational institutions. Built by marketers for marketers, it focuses on optimizing the admissions process and enhancing student engagement. Key features include lead tracking, follow-ups, automation, and data-driven insights, enabling institutions to streamline operations and improve enrollment outcomes. With a user-centric design and customizability, 42CRM caters to schools, colleges, and coaching institutes aiming to maximize ROI and provide a seamless student journey. It stands out for its affordability and local expertise, especially in markets like Tamil Nadu, where it offers competitive pricing and deep regional insights.

#### Who Is the Company Behind 42crm?

- **Seller:** [42andmore](https://www.g2.com/sellers/42andmore)
- **Year Founded:** 2015
- **HQ Location:** Chennai, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=52f9acba42ac48686a160dd13e8c71206b7fd2de64ee564c13a624725bb2571d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F42-and-more%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

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

Why Abisol CRM? Why choose between CRM and e-commerce when you can have both. Abisol CRM integrates sales, marketing, service, and e-commerce capabilities into one unified platform. Abisol CRM eliminates the need to juggle multiple tools. With advanced Sales Automation, we simplify and accelerate your operations, helping you focus on what truly matters—growing your business.

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

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

### [ABN Lookup Premium for Dynamics 365](https://www.g2.com/products/abn-lookup-premium-for-dynamics-365/reviews)

ABN Lookup Premium by Power Platform Pros is a certified AppSource add-in that lets Dynamics 365 users instantly search, validate, and populate company information using the official Australian Business Register (ABR) API. With one click, users can auto-fill entity name, trading name, ABN status, GST registration, and business address directly into CRM forms — saving time and ensuring accurate compliance data. Perfect for sales, finance, and onboarding teams who need reliable Australian business validation without leaving Dynamics 365.

#### Who Is the Company Behind ABN Lookup Premium for Dynamics 365?

- **Seller:** [Power Platform Pros](https://www.g2.com/sellers/power-platform-pros)
- **Year Founded:** 2024
- **HQ Location:** Perth, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=30a7f91fed38df3c5ff7145e04b939eb6dc2cd07a6506fd553c6f91f876eb472&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpower-platform-pros-pty-ltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Acvire Sales CRM](https://www.g2.com/products/acvire-sales-crm/reviews)

Acvire Sales CRM is an intelligent, AI-powered sales and customer relationship management platform designed specifically for small and medium-sized businesses (SMBs). It streamlines the entire sales process, from lead generation to deal closure, by combining cutting-edge automation with user-friendly tools. Acvire aims to save time, enhance productivity, and drive revenue growth for its users. Key Features of Acvire: Lead Generation and Management: Discover targeted leads using advanced filters like trade registry, map-based search, CSV import, or API integrations. Automatically enrich lead profiles with missing data such as email addresses, phone numbers, and websites. Efficiently manage leads and deals within a centralized system. AI-Driven Automation: Generate personalized email content with an AI editor. Receive daily actionable insights, lead prioritization, and task recommendations powered by AI. Automate follow-ups and schedule tasks effortlessly. Seamless Integration and Communication: Integrates with existing CRMs and calendar systems like Google Calendar and Microsoft Calendar. Offers an email inbox with customizable templates and signatures. Tracks and logs email interactions using an automated email parser for full transparency. Visual Sales Pipeline: Provides a flexible Kanban board and list views for tracking workflows. Enables easy toggling between different views for better management. Data Analytics and Insights: Create customized dashboards for detailed sales analytics. Gain actionable insights into revenue performance and progress toward goals. Centralized Project Management: Organize projects, leads, and products efficiently. Customize settings like pricing rules and SMTP configurations for emails. Acvire stands out for its unique combination of AI-powered tools and a user-centric interface, making it the ideal solution for SMBs looking to boost sales efficiency and close more deals​

#### Who Is the Company Behind Acvire Sales CRM?

- **Seller:** [Deep Platforms](https://www.g2.com/sellers/deep-platforms)
- **Year Founded:** 2019
- **HQ Location:** Gröbenzell, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c62047e12a0ed86bf64a39b88b20e268169df1adf30d8661417578c8f8f16942&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdeep-platforms-gmbh%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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 ![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:&nbsp;

1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews)&nbsp;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)&nbsp;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)&nbsp;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&nbsp;_[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen)

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