# Best CRM Software - Page 7 ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,084 ### 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 - 121,700+ Authentic Reviews - 1,084+ 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=3296&focus%5B%5D=128650&focus%5B%5D=1934) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Close, Bigin by Zoho CRM, 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=close&focus%5B%5D=bigin-by-zoho-crm&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&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-29T17%3A47%3A09Z&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%3Dsalesforce%252525252520integration%26page%3D7&secure%5Btoken%5D=26122245c2b2a0e3f83909980dbb507f7c5684463f578ce1d23b2a08e0762813&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) ### [Goals.com](https://www.g2.com/products/goals-com/reviews) Goals.com is a simple, easy solution for sales performance management, field service management and managing team production. Built upon the premise that busy sales leaders and busy sales teams need a quick, accurate picture of the essential metrics and tools to help drive more sales, Goals.com provides intuitive software that integrates the key information to make the sales process more efficient for any team in both B2B and B2C focused industries. From the dynamic user dashboard which highlights individual progress over the course of a month, quarter and year for sales representatives to sweeping highlights of the entire team for sales leaders and managers, Goals.com provides the essentials for any business to thrive without the clutter and confusion of other platforms. Additional features include sales contest generation, highlights and a customer success team dedicated to being a partner and guide for your account for its entire life. Goals.com has everything a small, medium or large business needs to analyze performance, promote development and ultimately drive more sales. **Average Rating:** 4.9/5.0 **Total Reviews:** 26 #### How Do G2 Users Rate Goals.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:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Goals.com? - **Seller:** [Goals.com](https://www.g2.com/sellers/goals-com) - **Year Founded:** 2023 - **HQ Location:** Minneapolis, MN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea45488f146fe26a8d12e35941258adc4efd7c1f9eb51bf67863657f4821b06b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgoals-com%2F&secure%5Burl_type%5D=linkedin_company_website) 7 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Construction, Consumer Services - **Company Size:** 100% Small #### What Do G2 Reviewers Say About Goals.com? _AI-generated summary from verified user reviews_ ##### Pros - Users find Goals.com to be **easy to adopt** , facilitating a smooth transition into their roles and responsibilities. - Users find Goals.com to be an **easy-to-learn platform** , making adoption seamless even for newcomers. - Users find Goals.com to be **easy to adopt** , making it seamless for new users to integrate quickly. - Users find the **easy access** of Goals.com beneficial for quickly adapting to new roles and systems. ##### Cons - Users face **redundancy in notifications** , receiving multiple alerts that may not be necessary for those frequently using the portal. - Users experience **redundancy in notifications** , finding email alerts unnecessary when the portal is already open. #### What Are Recent G2 Reviews of Goals.com? **["Tremendous utility"](https://www.g2.com/survey_responses/goals-com-review-10397714)** **Rating:** 4.5/5.0 stars _— Lucas G._ [Read full review](https://www.g2.com/survey_responses/goals-com-review-10397714) **["Goals.com nails it"](https://www.g2.com/survey_responses/goals-com-review-10025411)** **Rating:** 4.5/5.0 stars _— Bryce T._ [Read full review](https://www.g2.com/survey_responses/goals-com-review-10025411) ### [Method CRM](https://www.g2.com/products/method-crm/reviews) Method CRM is the #1-rated CRM for businesses using QuickBooks — a customizable CRM that adapts to your business, not the other way around. Instead of forcing teams to change their processes to fit the software, Method lets them build the workflows, screens, and automations their business actually uses, without developer resources or enterprise pricing. Method fills the gap between QuickBooks and rigid, one-size-fits-all CRMs. With real-time, two-way sync, teams manage leads, customers, estimates, invoices, and payments in one place while accounting data stays current in both systems. Customers can approve estimates, sign proposals, and pay invoices online through a branded 24/7 portal, streamlining every step from lead to payment. Automating this busywork — fewer steps, less retyping, fewer errors — saves teams hours every week. Nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services trust Method to support the workflows their industries rely on daily. Every account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including a free hour of customization to tailor Method to your business. **Average Rating:** 4.4/5.0 **Total Reviews:** 337 #### How Do G2 Users Rate Method CRM? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) #### Who Is the Company Behind Method CRM? - **Seller:** [Method Integration Inc.](https://www.g2.com/sellers/method-integration-inc) - **Company Website:** www.method.me - **Year Founded:** 2010 - **HQ Location:** Toronto - **Twitter:** @MethodCRM 2,075 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d78b6d56af15bee0d6ec97f954d7e71fae54a68b56974ff2fac60b145516bd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F245963%2F&secure%5Burl_type%5D=linkedin_company_website) 115 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, Office Manager - **Top Industries:** Construction, Wholesale - **Company Size:** 88% Small, 10% Medium #### What Do G2 Reviewers Say About Method CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users find Method CRM's **ease of use** enables efficient organization, tracking, and integration for improved workflow management. - Users praise the **outstanding customization options** in Method CRM, tailoring workflows to enhance operational efficiency. - Users value the **seamless QuickBooks integration** of Method CRM, enhancing efficiency and service capabilities significantly. - Users value the **responsive customer support** of Method CRM, which aids in quick resolution of queries. - Users value the **extensive customization options** of Method CRM, allowing for tailored workflows and efficient operations. ##### Cons - Users find the **learning curve steep** for Method CRM, making initial setup and customization quite challenging. - Users face **limited customization** options in Method CRM, often needing costly developer support for even small changes. - Users report various **glitches and lag** in Method CRM, impacting usability, especially in the mobile app and syncing. - Users feel that **customization costs are excessive** , leading to high monthly fees and increased dependency on developer support. - Users find the **missing features** in Method CRM limiting, as it lacks essential tools for comprehensive business management. #### What Are Recent G2 Reviews of Method CRM? **["Method CRM is SO MUCH MORE than it seems!"](https://www.g2.com/survey_responses/method-crm-review-10779798)** **Rating:** 5.0/5.0 stars _— Brooke M._ [Read full review](https://www.g2.com/survey_responses/method-crm-review-10779798) **["Bridging the Gap Between Sales and Success"](https://www.g2.com/survey_responses/method-crm-review-12513026)** **Rating:** 5.0/5.0 stars _— Marlayna V._ [Read full review](https://www.g2.com/survey_responses/method-crm-review-12513026) #### What Are G2 Users Discussing About Method CRM? - [What is Method CRM used for?](https://www.g2.com/discussions/what-is-method-crm-used-for) - 1 comment - [What are the three benefits of CRM?](https://www.g2.com/discussions/what-are-the-three-benefits-of-crm) - [How much does Method CRM cost?](https://www.g2.com/discussions/how-much-does-method-crm-cost) - 1 comment - [What is method CRM?](https://www.g2.com/discussions/what-is-method-crm) - 1 comment - [What are the features of CRM software?](https://www.g2.com/discussions/method-crm-what-are-the-features-of-crm-software) - 1 comment ### [Kintone](https://www.g2.com/products/kintone/reviews) Kintone is a no-code business application platform designed to empower non-technical users to create robust applications, workflows, and databases tailored to their teams and organizations. By utilizing a user-friendly interface that emphasizes clicks over coding, Kintone enables individuals to develop applications that streamline business processes, enhance collaboration on projects and tasks, and facilitate the reporting of complex data with ease. This platform is particularly beneficial for business users who require immediate solutions without the need for extensive programming knowledge. Kintone offers a wide array of pre-built applications that cater to various use cases, including customer relationship management (CRM), project management, inventory management, and more. These templates allow users to hit the ground running and adapt the applications to their specific needs, significantly reducing the time and effort required to implement new systems. Kintone's target audience includes small to medium-sized businesses, project managers, team leaders, and any professional looking to optimize their workflow without relying on IT departments or external developers. The no-code approach democratizes app development, allowing users from diverse backgrounds to participate in creating solutions that address their unique challenges. This inclusivity fosters a culture of innovation within organizations, as team members can contribute ideas and improvements based on their firsthand experiences. Key features of Kintone include customizable dashboards, automated workflows, and real-time collaboration tools. Users can design dashboards that provide insights into their projects and data at a glance, while automated workflows help eliminate repetitive tasks, ensuring that team members can focus on higher-value activities. The platform also supports real-time collaboration, enabling teams to work together seamlessly, share updates, and track progress on projects without the need for constant meetings or email exchanges. Kintone stands out in the no-code platform category by offering a flexible and scalable solution that grows with organizations. Its ability to integrate with other tools and services further enhances its functionality, allowing users to create a comprehensive ecosystem that meets their evolving business needs. By providing a powerful yet accessible platform for app development, Kintone empowers users to take control of their workflows and drive efficiency within their teams. **Average Rating:** 4.6/5.0 **Total Reviews:** 263 #### How Do G2 Users Rate Kintone? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (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 Kintone? - **Seller:** [Kintone](https://www.g2.com/sellers/kintone) - **Company Website:** www.kintone.com - **Year Founded:** 1997 - **HQ Location:** San Francisco, CA - **Twitter:** @kintone 2,101 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f6eb7a3b898d47386c51bd9d8d1bfb9e26d2f373a74db0ea877100ef9889760d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F136971%2F&secure%5Burl_type%5D=linkedin_company_website) 82 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Executive Director - **Top Industries:** Non-Profit Organization Management, Information Technology and Services - **Company Size:** 73% Small, 22% Medium #### What Do G2 Reviewers Say About Kintone? _AI-generated summary from verified user reviews_ ##### Pros - Users find Kintone’s **ease of use** exceptional, enabling straightforward workflow creation without needing technical expertise. - Users value Kintone's **outstanding customer service** , highlighting clear communication and quick, effective support. - Users value the **no-code flexibility and customization** of Kintone, enhancing workflows and centralizing communication effectively. - Users value Kintone's **high degree of customization** , enabling tailored workflows and forms to meet diverse business needs. - Users value the **high degree of customization** in Kintone, enabling tailored solutions for diverse business needs. ##### Cons - Users note the **missing features** in Kintone, wishing for enhanced charting and basic accounting functionalities. - Users find Kintone's **poor interface design** hindered by its outdated aesthetics and lack of intuitiveness. - Users find **limited customization** in Kintone, facing challenges with integration and sorting options for data management. - Users find Kintone's **limited features** hindered by a dated interface and inadequate integration capabilities. - Users find the **poor usability** of Kintone problematic, citing a lack of modern interface and intuitive features. #### What Are Recent G2 Reviews of Kintone? **["Exceptionally User-Friendly and Effortless to Use"](https://www.g2.com/survey_responses/kintone-review-12075334)** **Rating:** 5.0/5.0 stars _— Robby R._ [Read full review](https://www.g2.com/survey_responses/kintone-review-12075334) **["Process Management gave us structured approval flows without building another internal backend"](https://www.g2.com/survey_responses/kintone-review-13124660)** **Rating:** 4.5/5.0 stars _— Yurii L._ [Read full review](https://www.g2.com/survey_responses/kintone-review-13124660) #### What Are G2 Users Discussing About Kintone? - [How much does caspio cost?](https://www.g2.com/discussions/how-much-does-caspio-cost) - [Is Kintone Hipaa compliant?](https://www.g2.com/discussions/is-kintone-hipaa-compliant) - [How do you use Kintone?](https://www.g2.com/discussions/how-do-you-use-kintone) - [What is Kintone app?](https://www.g2.com/discussions/what-is-kintone-app) - 1 comment ### [Fireberry](https://www.g2.com/products/fireberry/reviews) Fireberry is your all-in-one solution for managing Sales, Marketing, and Service, offering a comprehensive platform to support every stage of your business journey in any industry. With its full customization capabilities, intuitive design, and flexible pricing plans, Fireberry is an ideal choice for growing businesses. Fireberry allows you to connect your preferred tools directly within the CRM, with seamless integrations across all three product areas, enhancing productivity and streamlining your workflows. By consolidating Sales, Marketing, and Service into a single platform, Fireberry empowers businesses with a complete 360-degree view of customers and operations. Access real-time analytics, automate processes, and ensure your business stays organized and efficient at every level. **Average Rating:** 4.8/5.0 **Total Reviews:** 24 #### How Do G2 Users Rate Fireberry? - **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:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind Fireberry? - **Seller:** [Fireberry](https://www.g2.com/sellers/fireberry) - **Year Founded:** 2012 - **HQ Location:** Tel Aviv, Israel - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=96d6183d42f4ba85132ae6a70b6d29b65e0934e03de734b02cfe6439575629a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffireberry-software-ltd&secure%5Burl_type%5D=linkedin_company_website) 39 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 72% Small, 24% Medium #### What Do G2 Reviewers Say About Fireberry? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Fireberry, facilitating seamless processes for both technical and non-technical staff. - Users value Fireberry's **organizational efficiency** , enabling streamlined processes and improved collaboration across teams. - Users appreciate the **ease of implementation with Fireberry** , enhancing organization and efficiency in sales and support processes. - Users appreciate the **time-saving automation features** of Fireberry, enhancing efficiency by eliminating repetitive tasks. - Users commend the **exceptional customer support** of Fireberry, noting its user-friendly approach and effective assistance. ##### Cons - Users find the **setup process somewhat time-consuming** , requiring careful planning to maximize the platform's flexibility. - Users find the lack of **WhatsApp integration** in Fireberry a significant limitation in their communication experience. - Users find the **learning curve challenging** , especially with advanced features that require time to master during setup. - Users find the **limited customization options** for reports frustrating and restrictive for their needs. - Users are disappointed by the **absence of a customer portal** , relying on third-party products for support. #### What Are Recent G2 Reviews of Fireberry? **["A flexible CRM that actually fits the way you work"](https://www.g2.com/survey_responses/fireberry-review-11986872)** **Rating:** 4.5/5.0 stars _— Manit A._ [Read full review](https://www.g2.com/survey_responses/fireberry-review-11986872) **["Why I Recommend Fireberry as a Tech Consultant: Simple, Powerful, and Built for Growth"](https://www.g2.com/survey_responses/fireberry-review-11200215)** **Rating:** 5.0/5.0 stars _— Tal A._ [Read full review](https://www.g2.com/survey_responses/fireberry-review-11200215) ### [VobeSoft](https://www.g2.com/products/vobesoft/reviews) VobeSoft is the modular platform for your work. Configure databases, automations, and views to streamline and optimize your operations—all within one flexible system. Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used. **Average Rating:** 4.6/5.0 **Total Reviews:** 42 #### How Do G2 Users Rate VobeSoft? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind VobeSoft? - **Seller:** [VobeSoft](https://www.g2.com/sellers/vobesoft) - **Year Founded:** 2011 - **HQ Location:** s-Hertogenbosch, North Brabant - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=469c5a49c3bbe947413336de34366dfd55c270a8352935f3fd0a340f24692e3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvobesoft%2F&secure%5Burl_type%5D=linkedin_company_website) 14 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Insurance, Financial Services - **Company Size:** 60% Small, 37% Medium #### What Do G2 Reviewers Say About VobeSoft? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of VobeSoft, highlighting its flexibility and straightforward setup for custom needs. - Users value the **easy customization** of VobeSoft, appreciating its flexibility and adaptability to their unique needs. - Users highlight the **flexibility and customization** of VobeSoft, making it ideal for diverse organizational needs. - Users value the **flexible customizability** of VobeSoft, which adapts effortlessly to their unique business needs. - Users appreciate the **flexibility and customization** of VobeSoft, allowing for easy adaptation to specific business needs. ##### Cons - Users note the **steep learning curve** with VobeSoft, requiring time to master data modeling and application usage. #### What Are Recent G2 Reviews of VobeSoft? **["Easy to use, configurable and great customer service"](https://www.g2.com/survey_responses/vobesoft-review-9041705)** **Rating:** 5.0/5.0 stars _— Steven L._ [Read full review](https://www.g2.com/survey_responses/vobesoft-review-9041705) **["intuitive, adaptable, reliable and flexible"](https://www.g2.com/survey_responses/vobesoft-review-9881279)** **Rating:** 4.5/5.0 stars _— Verified User in Alternative Dispute Resolution_ [Read full review](https://www.g2.com/survey_responses/vobesoft-review-9881279) #### What Are G2 Users Discussing About VobeSoft? - [What is VobeSoft used for?](https://www.g2.com/discussions/what-is-vobesoft-used-for) ### [AllProWebTools](https://www.g2.com/products/allprowebtools/reviews) How would it feel to have an all-in-one solution that gave you access to your entire business with one login? A tool that combines all inventory, customers, leads, emails, tasks and orders between your online shopping cart, in store POS, and mobile devices. One login and one solution to manage content, lead generation and tracking to shipping to order tracking to customer re-engagement and re-marketing. As the first solution to combine an email marketing platform with an ecommerce engine and CRM system, AllProWebTools can provide you with comprehensive reporting that follows your leads and clients from introduction to sale and beyond. By integrating with DropBox, Google Drive and Google Calendar, all of your client related files can be shared and appointment reminders can be sent directly to your smartphone. The sales pipeline will help you track your sales teams efforts and quantify how many leads are being processed. Your sales manager will have better visibility to verify that leads are being followed up with and can coach the sales team to improve. **Average Rating:** 4.8/5.0 **Total Reviews:** 67 #### How Do G2 Users Rate AllProWebTools? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind AllProWebTools? - **Seller:** [AllProWebTools](https://www.g2.com/sellers/allprowebtools) - **Year Founded:** 2009 - **HQ Location:** Fort Collins, CO - **Twitter:** @AllProWebTools 668 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cc26d100036a5ab06ee4b67f0750e4d02c47cf733895d1f385def6945960f977&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3492945%2F&secure%5Burl_type%5D=linkedin_company_website) 8 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising - **Company Size:** 77% Small, 7% Medium #### What Do G2 Reviewers Say About AllProWebTools? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of AllProWebTools, enjoying streamlined workflows and organization in one platform. - Users value the **automation features** of AllProWebTools, enhancing efficiency by consolidating all business tools in one platform. - Users appreciate the **convenient all-in-one interface** that simplifies contact management with easy access to information. - Users appreciate the **convenience of Customer Management** in AllProWebTools, simplifying access to job-related information. - Users find the **intuitive interface** of AllProWebTools highly convenient, centralizing all job information on a single page. ##### Cons - Users find the **learning curve challenging** , with some features lacking intuitiveness and speed during initial use. - Users find the interface **not intuitive** , making navigation and feature accessibility cumbersome and time-consuming. - Users find the **time-consuming nature** of AllProWebTools frustrating, as navigation and reporting can be slower than desired. #### What Are Recent G2 Reviews of AllProWebTools? **["Centralized Business Solution with a Learning Curve"](https://www.g2.com/survey_responses/allprowebtools-review-12310005)** **Rating:** 4.5/5.0 stars _— Kiyana Faith M._ [Read full review](https://www.g2.com/survey_responses/allprowebtools-review-12310005) **["Helpful Tool for Daily Work"](https://www.g2.com/survey_responses/allprowebtools-review-12631027)** **Rating:** 5.0/5.0 stars _— Akshay V._ [Read full review](https://www.g2.com/survey_responses/allprowebtools-review-12631027) #### What Are G2 Users Discussing About AllProWebTools? - [What is AllProWebTools used for?](https://www.g2.com/discussions/what-is-allprowebtools-used-for) ### [Marketing 360](https://www.g2.com/products/madwire-marketing-360/reviews) Marketing 360® was founded in 2009 by father and son, Joe and JB Kellogg, with a mission of making a difference by helping small businesses grow and their local communities grow. Now, located in Fort Collins, Colorado and Austin, Texas, Marketing 360 employs over 550 team members and has over 20,000 active SMB clients. Marketing 360 empowers small businesses with all the technology and talent they need to both manage and grow their business from a singular platform, including the ability to — build a professional website, accept and manage payments, manage leads and customers, book appointments, monitor reviews, manage social media, syndicate business listings, manage content marketing, run multi-channel digital advertising campaigns, and more. No more wasting time and money bouncing around multiple tools to manage and grow your business. **Average Rating:** 3.5/5.0 **Total Reviews:** 61 #### How Do G2 Users Rate Marketing 360? - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 6.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Marketing 360? - **Seller:** [Madwire](https://www.g2.com/sellers/madwire-1dbb6f4e-0b38-4f0e-aeae-c1cae5e8c0f5) - **Year Founded:** 2009 - **HQ Location:** Fort Collins, Colorado - **Twitter:** @Madwire 153 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8d9a3bb441d37d981c0da07cc067d05bb67ec2eb7f8da27f98029b08b654bf2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1236339%2F&secure%5Burl_type%5D=linkedin_company_website) 414 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Construction, Real Estate - **Company Size:** 79% Small, 16% Medium #### What Do G2 Reviewers Say About Marketing 360? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **responsive customer support** from Marketing 360, which provides valuable insights and assistance for their businesses. - Users highlight the **consistent business growth** achieved with Marketing 360's comprehensive services and expert support. - Users appreciate the **individualized approach** of Marketing 360, enhancing their competitive edge with tailored solutions and support. - Users commend the **integrated solutions** of Marketing 360, facilitating consistent growth and a seamless user experience. - Users find the **supportive team** at Marketing 360 invaluable for driving conversions and improving online presence. ##### Cons - Users find the **billing structure cumbersome** , but appreciate efforts to improve payment solutions. - Users express concern over the **lack of management check-ins** , which affects support and guidance during use. - Users find the **billing issues** somewhat cumbersome, though solutions are being developed to alleviate the challenges. - Users find the **integration difficulty** with social media platforms to be laborious and sometimes glitchy, though improvements are noted. - Users find **integration issues** with Marketing 360's portal and social media platforms somewhat frustrating, despite some improvements. #### What Are Recent G2 Reviews of Marketing 360? **["Hands on Digital Marketing Agency"](https://www.g2.com/survey_responses/marketing-360-review-10705635)** **Rating:** 5.0/5.0 stars _— Martin W._ [Read full review](https://www.g2.com/survey_responses/marketing-360-review-10705635) **["Marketing Company I can count on to move our business forward."](https://www.g2.com/survey_responses/marketing-360-review-11293833)** **Rating:** 5.0/5.0 stars _— Jeffrey L._ [Read full review](https://www.g2.com/survey_responses/marketing-360-review-11293833) #### What Are G2 Users Discussing About Marketing 360? - [What is Marketing 360 used for?](https://www.g2.com/discussions/what-is-marketing-360-used-for) - [What does Marketing 360 do?](https://www.g2.com/discussions/what-does-marketing-360-do) - [What software do marketing managers use?](https://www.g2.com/discussions/what-software-do-marketing-managers-use) - [Where is marketing 360 located?](https://www.g2.com/discussions/where-is-marketing-360-located) - 1 comment - [How much does marketing360 cost?](https://www.g2.com/discussions/how-much-does-marketing360-cost) - 1 comment ### [Zilliant CPQ](https://www.g2.com/products/zilliant-cpq/reviews) In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing **Average Rating:** 4.8/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate Zilliant CPQ? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10) #### Who Is the Company Behind Zilliant CPQ? - **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant) - **Company Website:** www.zilliant.com - **Year Founded:** 1999 - **HQ Location:** Austin, TX - **Twitter:** @zilliant 3,351 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cc4b9c491f6fe3c97b83190d99b36b1ea4a3cb927b699e91596222ca3c1ecaf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzilliant&secure%5Burl_type%5D=linkedin_company_website) 174 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Mechanical or Industrial Engineering - **Company Size:** 47% Small, 37% Large #### What Do G2 Reviewers Say About Zilliant CPQ? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **efficiency** of Zilliant CPQ, enabling quick configuration and pricing for a competitive edge. - Users benefit from **customization and integration** with Zilliant CPQ, enhancing quote cycle times and overall efficiency. - Users value the **customizability** of Zilliant CPQ, enhancing process efficiency and ensuring secure, validated data access. - Users commend the **ease of use** of Zilliant CPQ, enabling quick configuration and pricing for customer solutions. - Users value the **easy customization** of Zilliant CPQ, enabling streamlined processes and enhanced security features. ##### Cons - Users find the **slow loading** during complex operations frustrating and believe it could be improved. - Users report **slow performance** in Zilliant CPQ, particularly during complex operations that require better loading times. #### What Are Recent G2 Reviews of Zilliant CPQ? **["Inmind Cloud is 5 star"](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919)** **Rating:** 5.0/5.0 stars _— Ian G._ [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919) **["Able to create a Global Quoting platform integrating our specific needs"](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859)** **Rating:** 4.5/5.0 stars _— Russ M._ [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859) ### [Apptivo](https://www.g2.com/products/apptivo/reviews) Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle: **Marketing** - Create targeted lists of contacts, build & deliver email campaigns, and track analytics. **Sales** - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting. **Help Desk** - A powerful ticketing system with email integration, web portal, and time tracking. **Project Management** - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent. **Field Service** - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing. **Quoting & Billing** - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities. **Order Management** - Turn quotes into orders, track inventory & shipments, and bill the customer for your product. **Procurement & Supply Chain** - Manage your vendors, track purchase orders & invoicing, and manage inventory. Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: **Affordability** , **Flexibility** , and **Capability**. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business. **Average Rating:** 4.4/5.0 **Total Reviews:** 217 #### How Do G2 Users Rate Apptivo? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind Apptivo? - **Seller:** [Apptivo](https://www.g2.com/sellers/apptivo) - **Year Founded:** 2009 - **HQ Location:** Fremont, California - **Twitter:** @Apptivo 5,946 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bcad1a66e3b3f952602b0684372473e8d21061c31322b5bfba1d8c924df330cd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F987634%2F&secure%5Burl_type%5D=linkedin_company_website) 223 employees on LinkedIn® - **Phone:** +1 (855) 345-2777 #### Who Uses This Product? - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Construction - **Company Size:** 82% Small, 14% Medium #### What Do G2 Reviewers Say About Apptivo? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate Apptivo's **excellent customer support** , noted for its responsiveness and detailed documentation throughout the implementation process. - Users commend Apptivo's **helpful support** , highlighting its responsiveness and detailed documentation that enhance the user experience. - Users appreciate the **ease of use** of Apptivo, praising its intuitive navigation and fast implementation. - Users value the **high customization ability** of Apptivo, allowing tailored solutions to fit their unique business processes. - Users value the **high customizability** of Apptivo, enabling tailored solutions for diverse business processes and needs. ##### Cons - Users find the **learning curve steep** with Apptivo, particularly with campaign setup and contact database differentiation. - Users find the **missing features** in Apptivo frustrating, lacking essential functionalities across modules and integrations. - Users experience **limited features** with Apptivo, facing inconsistencies and missing functionalities across different apps and platforms. - Users struggle with **integration issues** , facing compatibility problems and inefficiencies in their workflow management with Apptivo. - Users find **improvement needed** in documentation and integration simplicity, hindering efficient workflow across modules. #### What Are Recent G2 Reviews of Apptivo? **["All-in-One CRM Platform with Clean UI, Easy Automation, and Strong Reporting"](https://www.g2.com/survey_responses/apptivo-review-12762853)** **Rating:** 4.0/5.0 stars _— Verified User in Oil & Energy_ [Read full review](https://www.g2.com/survey_responses/apptivo-review-12762853) **["Work Organization and Activity Tracking Feel More Efficient"](https://www.g2.com/survey_responses/apptivo-review-12889408)** **Rating:** 4.5/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/survey_responses/apptivo-review-12889408) #### What Are G2 Users Discussing About Apptivo? - [What is Apptivo used for?](https://www.g2.com/discussions/what-is-apptivo-used-for) ### [Altvia](https://www.g2.com/products/altvia/reviews) Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 15 #### How Do G2 Users Rate Altvia? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Altvia? - **Seller:** [ALTVIA SOLUTIONS, LLC](https://www.g2.com/sellers/altvia-solutions-llc) - **Company Website:** altvia.com - **Year Founded:** 2006 - **HQ Location:** Broomfield, CO - **Twitter:** @altvia 301 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=de671ff390ebfce79d82af835db4ff65f296351db03e114ce0eaf7ae874cf0ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapplication-experts-llc%2F&secure%5Burl_type%5D=linkedin_company_website) 66 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Venture Capital & Private Equity, Financial Services - **Company Size:** 73% Small, 13% Medium #### What Do G2 Reviewers Say About Altvia? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **exceptional customer support** from Altvia, noting quick responses and collaborative assistance for efficient operations. - Users value the **exceptional customer support** from Altvia, which enhances collaboration and workflow efficiency. - Users find Altvia's interface very **easy and intuitive** , complemented by excellent support and tailored solutions. - Users value the **exceptional customer management** offered by Altvia, highlighting their attentive and strategic support team. - Users value Altvia for its **comprehensive data** that streamlines reporting and communication with LPs effectively. ##### Cons - Users find Altvia **expensive** , as many useful features require additional costs beyond the main tool. - Users find the **data entry cumbersome** , wishing for better automation and memory of previously entered information. - Users note the **missing features** in Altvia that hinder modern business practices and limit email functionality. - Users experience limitations with the **scalability and automation** features of Altvia, impacting overall efficiency. - Users find **data entry cumbersome** due to repetitive input, wishing for auto-population features to streamline the process. #### What Are Recent G2 Reviews of Altvia? **["Superb Product with a Superb Team!"](https://www.g2.com/survey_responses/altvia-review-10714885)** **Rating:** 5.0/5.0 stars _— Alexandra L._ [Read full review](https://www.g2.com/survey_responses/altvia-review-10714885) **["Good"](https://www.g2.com/survey_responses/altvia-review-11393917)** **Rating:** 4.0/5.0 stars _— Verified User in Banking_ [Read full review](https://www.g2.com/survey_responses/altvia-review-11393917) ### [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide. **Average Rating:** 4.2/5.0 **Total Reviews:** 926 #### How Do G2 Users Rate Insightly CRM? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Insightly CRM? - **Seller:** [Unbounce](https://www.g2.com/sellers/unbounce) - **Company Website:** unbounce.com - **Year Founded:** 2009 - **HQ Location:** Vancouver - **Twitter:** @unbounce 72,651 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76598eff3f18a7c370a68f684b55dacfe22c6115b00daefcd8e2af6dd77e1a65&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F503432%2F&secure%5Burl_type%5D=linkedin_company_website) 130 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 73% Small, 21% Medium #### What Do G2 Reviewers Say About Insightly CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features. - Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information. - Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs. - Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability. - Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management. ##### Cons - Users find the **learning curve steep** , complicating automation and workflow setup for new users. - Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively. - Users find the **limited features** hinder effective use, especially in project management and task customization. - Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability. - Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency. #### What Are Recent G2 Reviews of Insightly CRM? **["Streamlined Sales and Task Management"](https://www.g2.com/survey_responses/insightly-crm-review-12865487)** **Rating:** 4.0/5.0 stars _— Jeni J._ [Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12865487) **["Keeping Customer Workflows Better Connected"](https://www.g2.com/survey_responses/insightly-crm-review-12948095)** **Rating:** 4.5/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12948095) ### [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery. **Average Rating:** 4.0/5.0 **Total Reviews:** 556 #### How Do G2 Users Rate ConnectWise PSA? - **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind ConnectWise PSA? - **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise) - **Company Website:** www.connectwise.com - **Year Founded:** 1982 - **HQ Location:** Tampa, FL - **Twitter:** @ConnectWise 14,926 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=825d5a968a56320f556cad3f9dfc8c57c880640eedc7d064eddf33e0f8d1e867&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48576%2F&secure%5Burl_type%5D=linkedin_company_website) 3,388 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** President, Network Engineer - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 66% Small, 28% Medium #### What Do G2 Reviewers Say About ConnectWise PSA? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **interface easy to use** , appreciating its simplicity and efficiency in managing tasks and tickets. - Users value the **seamless integration** with third-party software, enhancing customization and ease of use in their workflow. - Users appreciate the **extensive integrations** of ConnectWise PSA, enhancing automation and workflow across various applications. - Users appreciate the **rich feature set** of ConnectWise PSA, benefiting from comprehensive tools for management and organization. - Users appreciate the **responsive customer support** from ConnectWise PSA, enhancing their experience with effective assistance. ##### Cons - Users find the **learning curve steep** , making initial setup and adaptation to ConnectWise PSA quite challenging. - Users report **poor customer support** with slow response times and inadequate follow-up on escalated issues. - Users find **ConnectWise PSA's usability complex** , with a tedious configuration process that hampers effective management and forecasting. - Users express frustration with **missing features** in ConnectWise PSA, highlighting the need for better sales and documentation tools. - Users face significant **performance issues** with ConnectWise PSA, impacting workflow and overall satisfaction with the software. #### What Are Recent G2 Reviews of ConnectWise PSA? **["Efficient Tool That Simplifies Daily Tasks"](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)** **Rating:** 5.0/5.0 stars _— Imran I._ [Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12026815) **["Great PSA system is you take the time to set it up according to your needs"](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)** **Rating:** 4.5/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12892759) #### What Are G2 Users Discussing About ConnectWise PSA? - [What is SmileBack used for?](https://www.g2.com/discussions/what-is-smileback-used-for) - [What is BrightGauge used for?](https://www.g2.com/discussions/what-is-brightgauge-used-for) - [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) - 1 comment - [How do I disable ConnectWise control?](https://www.g2.com/discussions/connectwise-psa-how-do-i-disable-connectwise-control) - [How do I download ConnectWise manage client?](https://www.g2.com/discussions/how-do-i-download-connectwise-manage-client) ### [NinjaPipe](https://www.g2.com/products/ninjapipe/reviews) - Elevate your sales game with NinjaPipe - the ultimate CRM and sales automation tool to revolutionize your lead management and client engagement. - Seamlessly track and nurture leads on your dynamic and fully customizable dashboard, ensuring you never miss a chance to close that crucial deal. Effortlessly automate follow-ups and tasks, guiding leads through the sales funnel for maximum conversions. - Empower your team with an intuitive, visual sales process that promotes seamless collaboration. With NinjaPipe, your team will conquer sales targets with ZERO learning curve, allowing them to focus on what truly matters - delivering exceptional customer experiences. - Stand out from the competition by automating repetitive tasks and reclaiming valuable time to invest in meaningful sales interactions and customer relationships. Key Features: - Personalized Dashboard: Customize your dashboard to suit your unique sales workflow, making lead management a breeze. - Automated Follow-ups: Engage leads consistently and efficiently through automated follow-ups, boosting conversion rates. - Team Collaboration: Foster teamwork and streamline communication to accelerate sales cycles and drive results. - Sales Visualization: Gain real-time insights into your sales pipeline, enabling data-driven decisions for success. - Time-Saving Automation: Free your team from repetitive tasks, allowing them to focus on closing deals and delighting customers. - Join thousands of satisfied users who have transformed their sales processes with NinjaPipe. Download now to supercharge your sales and cultivate customer loyalty like never before! **Average Rating:** 4.6/5.0 **Total Reviews:** 14 #### How Do G2 Users Rate NinjaPipe? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (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 NinjaPipe? - **Seller:** [NinjaPipe](https://www.g2.com/sellers/ninjapipe) - **Company Website:** www.ninjapipe.com - **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? - **Top Industries:** Marketing and Advertising - **Company Size:** 93% Small, 7% Medium #### What Do G2 Reviewers Say About NinjaPipe? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **responsive customer support** of NinjaPipe, ensuring assistance is always available for inquiries. - Users value the **extensive customization options** of NinjaPipe, perfectly adapting to their unique business needs. - Users commend the **easy-to-use interface** of NinjaPipe, significantly reducing training time for new users. - Users value the **seamless integration** of NinjaPipe with existing workflows, enhancing overall productivity and efficiency. - Users find NinjaPipe to be an **affordable solution** with versatile CRM and sales automation tools for all businesses. ##### Cons - Users find the **email tracking and details accessibility lacking** in NinjaPipe, complicating their user experience. - Users find **difficult navigation** in NinjaPipe, needing to explore for specific details like communication logs. - Users find the **email tracking inadequate** and wish for improved visibility of communication logs within the CRM. - Users find the **email tracking features lacking** , needing better integration with communication logs in the CRM. - Users find the **expertise required** for NinjaPipe's API capabilities a challenge due to limited customization options. #### What Are Recent G2 Reviews of NinjaPipe? **["The best CRM for any business with a diverse and wide range of needs!"](https://www.g2.com/survey_responses/ninjapipe-review-13173052)** **Rating:** 5.0/5.0 stars _— Twyla E._ [Read full review](https://www.g2.com/survey_responses/ninjapipe-review-13173052) **["Solid CRM partner for launching a national real estate franchise operation in the Philippines"](https://www.g2.com/survey_responses/ninjapipe-review-13173136)** **Rating:** 5.0/5.0 stars _— Robb S._ [Read full review](https://www.g2.com/survey_responses/ninjapipe-review-13173136) ### [Klipy AI](https://www.g2.com/products/klipy-ai/reviews) Klipy is the AI sales agent for B2B teams who win deals on speed. Every conversation your team has - across email, calls, LinkedIn, WhatsApp, and Telegram - produces a drafted follow-up, an updated CRM record, and a queued next step in minutes. You approve. Nothing reaches a prospect without you. Thousands of sellers use Klipy to make sure they are always first to follow up, every time. ------------------------ Key features: - Your agent drafts it. You hit send. After every conversation, Klipy drafts the follow-up from what was actually said - names, commitments, next steps - and waits for your approval before anything goes out. - Set it in plain language. Tell your agent what to handle in a sentence: "After every meeting, draft a follow-up with next steps." No workflow builder. No flowchart. One instruction runs after every conversation. - CRM updated from the conversation, not from memory. Contact records, deal stages, and activity notes get populated from what was said - not what your rep remembered to type three days later. - Every channel, one agent. Klipy captures conversations across email, calls, LinkedIn, WhatsApp, and Telegram so your agent has the full picture of every deal, not just one channel. - Walk into every call prepared. Before each meeting, your agent pulls contact history, company news, prior conversation notes, and deal context into a brief ready for you to review. - Never let a deal go cold. When a deal goes quiet, your agent surfaces it and drafts a re-engagement before the prospect moves on. - Turn every win into more pipeline. When a deal closes, your agent finds lookalike accounts, researches their context, and drafts personalized outreach so the win generates the next opportunity. Getting started takes two minutes. Connect your email, set your first instruction in plain language, and your agent surfaces its first draft from your next conversation. No implementation. No agency. No setup fee. Free to start, no credit card required. ------------------------ Join thousands of sales teams across 56 countries already using Klipy to respond first, every time. See what your agent can do at klipy.ai **Average Rating:** 5.0/5.0 **Total Reviews:** 11 #### How Do G2 Users Rate Klipy AI? - **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 Klipy AI? - **Seller:** [Vire KLL Inc.](https://www.g2.com/sellers/vire-kll-inc) - **Year Founded:** 2024 - **HQ Location:** Delaware, US - **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e952554018b4bada0b9206d9e6df6f4599b532ddd49d632809b34533a2c859f3&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fklipy&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 55% Medium, 36% Large #### What Do G2 Reviewers Say About Klipy AI? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **organization efficiency** of Klipy AI, enhancing productivity and performance tracking for sales teams. - Users appreciate the **seamless integration** of Klipy AI with other tools, enhancing performance tracking and organization. - Users value the **easy lead management** in Klipy AI, which enhances teamwork and adapts to their workflow seamlessly. - Users value the **task management capabilities** of Klipy AI, enhancing organization and productivity for their teams. - Users value the **efficient customer engagement tools** of Klipy AI, enhancing interactions and improving overall performance. ##### Cons - Users find the **learning curve challenging** , especially due to overwhelming features and slower performance with large datasets. - Users find the **slow loading** speed with large datasets to be a significant drawback of Klipy AI. - Users note that Klipy AI can be **expensive** , especially with add-ons, which may deter some potential users. - Users note the **limited customization options** of Klipy AI, which can restrict personalized use of the software. - Users find the **experience overwhelming** due to the complexity of features and a challenging onboarding process. #### What Are Recent G2 Reviews of Klipy AI? **["Best Klipy CRM Software"](https://www.g2.com/survey_responses/klipy-ai-review-10990061)** **Rating:** 5.0/5.0 stars _— Emma J._ [Read full review](https://www.g2.com/survey_responses/klipy-ai-review-10990061) **["A Powerful Tool with Room to Grow"](https://www.g2.com/survey_responses/klipy-ai-review-11061011)** **Rating:** 5.0/5.0 stars _— Kevin J._ [Read full review](https://www.g2.com/survey_responses/klipy-ai-review-11061011) ### [Bitrix24](https://www.g2.com/products/bitrix24/reviews) Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant CoPilot helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place. **Average Rating:** 4.1/5.0 **Total Reviews:** 575 #### How Do G2 Users Rate Bitrix24? - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Bitrix24? - **Seller:** [Bitrix24](https://www.g2.com/sellers/bitrix24) - **Company Website:** www.bitrix24.com - **Year Founded:** 1998 - **HQ Location:** Alexandria, Virginia - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea22220ec03b931feaf03d5576e1fb246d7012f3c6d9faf03de7584158599713&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F8812020%2F&secure%5Burl_type%5D=linkedin_company_website) 260 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Marketing Manager, Project Manager - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 55% Small, 35% Medium #### What Do G2 Reviewers Say About Bitrix24? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Bitrix24, enjoying seamless collaboration and streamlined workflows on a unified platform. - Users value the **seamless team collaboration** in Bitrix24, enhancing productivity through integrated tools and features. - Users admire the **integrated task management** of Bitrix24, enhancing collaboration and efficiency across teams. - Users appreciate the **integration of essential tools** in Bitrix24, boosting efficiency and collaboration across teams. - Users appreciate the **seamless integration** of tools in Bitrix24, enhancing productivity and collaboration across teams effectively. ##### Cons - Users find the **learning curve steep** with Bitrix24, as the interface can be cluttered and complex for newcomers. - Users express concern over **missing features** in Bitrix24, feeling that promised functionalities have been removed or altered. - Users express frustration over **limited features** in Bitrix24, feeling promised functionalities have been removed or restricted. - Users find Bitrix24 lacking **essential features for basic users** , with limited access requiring costly upgrades for full functionality. - Users report **performance issues** with Bitrix24, including slow loading times and a complex interface that hinders usability. #### What Are Recent G2 Reviews of Bitrix24? **["Straightforward, Turnkey CRM with Everything We Need. Has a free version!"](https://www.g2.com/survey_responses/bitrix24-review-12708521)** **Rating:** 4.5/5.0 stars _— Luis P._ [Read full review](https://www.g2.com/survey_responses/bitrix24-review-12708521) **["Fast, Flexible Indiamart-to-Bitrix24 Automation with Excellent Support"](https://www.g2.com/survey_responses/bitrix24-review-12592514)** **Rating:** 5.0/5.0 stars _— Ajay P._ [Read full review](https://www.g2.com/survey_responses/bitrix24-review-12592514) #### What Are G2 Users Discussing About Bitrix24? - [What is Bitrix24 used for?](https://www.g2.com/discussions/what-is-bitrix24-used-for) - 2 comments - [What is CRM for Nonprofits by Bitrix24 used for?](https://www.g2.com/discussions/what-is-crm-for-nonprofits-by-bitrix24-used-for) - [How does bitrix24 make money?](https://www.g2.com/discussions/how-does-bitrix24-make-money) - 2 comments - [Is bitrix24 really free?](https://www.g2.com/discussions/is-bitrix24-really-free) - 2 comments, 1 upvote - [Is bitrix24 any good?](https://www.g2.com/discussions/is-bitrix24-any-good) - 1 comment, 1 upvote - [‹ Prev‹ Prev](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=6#product-list) - [1](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score#product-list) - [2](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=2#product-list) - [3](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=3#product-list) - [4](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=4#product-list) - [5](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=5#product-list) - [6](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=6#product-list) - 7 - [8](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=8#product-list) - [9](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=9#product-list) - [10](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=10#product-list) - [11](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=11#product-list) - … - [72](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=72#product-list) - [73](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=73#product-list) - [Next ›Next ›](/categories/crm?Tag=salesforce%2525252520integration&order=g2_score&page=8#product-list) Spotlight Categories [Spend Management Software](https://www.g2.com/categories/spend-management) [Corporate Learning Management Systems](https://www.g2.com/categories/corporate-learning-management-systems) [Video Conferencing Software](https://www.g2.com/categories/video-conferencing) [Remote Monitoring & Management (RMM) Software](https://www.g2.com/categories/remote-monitoring-management-rmm) [Loyalty Management Software](https://www.g2.com/categories/loyalty-management) Similar Categories - [Sales Compensation](/categories/sales-compensation) - [AI Sales Assistant](/categories/ai-sales-assistant) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) - [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i) [Browse CRM Themes](/categories/crm/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated March 5, 2025 Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The [best CRM software](https://www.g2.com/articles/best-crm-software) centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships. CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles. [CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals. There are many different [types of CRM software](https://learn.g2.com/types-of-crm-software) provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help. The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication. To qualify for inclusion in the CRM category, a product must: - Provide a bounded set of sales-related functions - Provide lead, contact, account, and opportunity management functions - Capture and store sales activities and interactions performed - Consolidate customer history and transactions into a single interface - Track prospects and contacts throughout the sales pipeline - Facilitate communication at all phases of the customer lifecycle - Provide reporting features to track sales performance - Provide workflow automation capabilities to streamline sales processes - Integrate functions into a unifying database and platform Show More * * * ## 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/)