# Best CRM Software - Page 7 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* 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 ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,022 ### Category Stats (May 2026) - **Average Rating**: 4.39/5 - **New Reviews This Quarter**: 1,438 - **Buyer Segments**: Small-Business 55% │ Mid-Market 33% │ Enterprise 12% - **Top Trending Product**: Superleap (+0.286) *Last updated: May 18, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,400+ Authentic Reviews - 1,022+ 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. ## Top CRM Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,600 reviews) | AI-automated pipeline-to-close CRM workflows | "[Agentforce Sales: Proactive, Context-Aware Automation with Strong Security and Easy Setup](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12803655)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,194 reviews) | Pipeline visibility with automated sales sequencing | "[All-in-One, Intuitive Sales Platform with Powerful Automation and Integrations](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12801170)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (2,995 reviews) | Visual sales pipeline with deal-stage automation | "[Practical CRM for Managing Communication and Workflow Activities](https://www.g2.com/survey_responses/pipedrive-review-12829512)" | | 4 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,821 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)" | | 5 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,018 reviews) | High-velocity outbound sales with built-in dialer | "[Efficient CRM with Easy Setup and Strong Follow-Up Tools](https://www.g2.com/survey_responses/close-review-11140783)" | | 6 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,146 reviews) | Behavior-triggered CRM with automation workflows | "[Clear UI and Best-in-Class Automations Make CRM Management Effortless](https://www.g2.com/survey_responses/activecampaign-review-12689317)" | | 7 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (809 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Simple and practical CRM for managing patient follow ups in daily work](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12746024)" | | 8 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,152 reviews) | Visual pipeline tracking with no-code automation | "[Essential Task Scheduler with Room for Feature Growth](https://www.g2.com/survey_responses/monday-crm-review-12737591)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (623 reviews) | Omnichannel CRM with white-label automation workflows | "[Outstanding C ***** 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email](https://www.g2.com/survey_responses/highlevel-review-12853292)" | | 10 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (887 reviews) | SAP-native lead-to-cash pipeline visibility | "[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)" | ## Which CRM Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [CRMOne](https://www.g2.com/products/crmone/reviews) - **Easiest to Use:** [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) - **Top Trending:** [HighLevel](https://www.g2.com/products/highlevel/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ## Which Type of CRM Software Tools Are You Looking For? - [CRM Software](https://www.g2.com/categories/crm) *(current)* - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- **Sponsored** ### SAP Sales Cloud SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%3Fa0is6%3D6&secure%5Btoken%5D=648622d8d1498f35702fda33e21dc1ce43a759c67ccc052c54ebd1f6554d0d85&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fproducts%2Fcrm%2Fsales-cloud.html&secure%5Burl_type%5D=paid_promos) --- ## Buyer Guide: Key Questions for Choosing CRM Software Software ### What does CRM software do? I think of CRM software as the customer record system that keeps sales, account, and follow-up activity organized in one place. It stores contacts, companies, deals, notes, tasks, emails, calls, and pipeline updates so teams can see where each relationship stands. From what I see across G2 reviewer accounts, CRM platforms are used to track leads, manage deals, assign next steps, automate reminders, and report on customer or revenue activity. When customer information sits across inboxes, spreadsheets, call notes, and individual memory, a CRM gives the business one shared view of the relationship. ### Why do businesses use CRM software? When I reviewed G2 sentiment in this category, the recurring pressure point was sales visibility. Teams needed to know which leads to contact, which deals were active, what happened last, and what needed to happen next. From the patterns I evaluated, several outcomes show up consistently: - Reviewers describe lead and contact tracking as the base reason they rely on CRM software. - Many value pipeline views because they show deal stage, owner, expected value, and progress. - Users mention automations, reminders, and task assignment as ways to keep follow-up from slipping. - Several point to dashboards and reports as useful for tracking sales activity, team progress, and quarterly goals. However, reviewers also mention setup effort, data quality issues, sync gaps, add-on costs, slow screens, and complex customization as areas to review closely. ### Who uses CRM software primarily? After analyzing G2 reviewer profiles, I found that CRM software serves teams that manage customer relationships, sales activity, and account records. - **Sales representatives:** Track leads, calls, emails, deal stages, and next steps. - **Sales managers:** Review pipeline health, team activity, forecasts, and closed deals. - **Marketing teams:** Manage campaign contacts, lead sources, segments, and handoff to sales. - **Customer success teams:** Track customer health, renewals, satisfaction, and account history. - **Business owners and founders:** Keep contacts, deals, tasks, and customer communication organized without a large operations team. - **RevOps and CRM admins:** Configure fields, workflows, dashboards, permissions, and integrations. - **Support and service teams:** Use customer history to understand past issues and open conversations. ### What types of CRM software should I consider? When I examined how reviewers describe the products they use, CRM platforms generally cluster into a few groups: - **Sales pipeline CRMs:** Built for lead tracking, deal stages, activities, forecasting, and rep follow-up. - **All-in-one customer platforms:** Combine CRM with marketing email, forms, service tools, automations, and reporting. - **Small business CRMs:** Focus on simple contact management, reminders, lightweight automation, and quick setup. - **Customer success CRMs:** Track account health, renewals, onboarding, customer KPIs, and engagement signals. - **Enterprise CRM platforms:** Support custom objects, complex workflows, permissions, integrations, and larger admin teams. ### What are the core features to look for in CRM software? When I examined G2 reviewer sentiment, the CRM capabilities buyers prioritize most include: - Contact and account records that keep customer details, history, and activity timelines easy to update and retrieve. - Pipeline management with clear deal stages, ownership, and close dates that teams can act on. - Follow-up automation through tasks, reminders, sequences, and workflow rules that keep deals moving. - Reporting and forecasting that surfaces pipeline health, activity trends, and revenue visibility. - Integrations across email, calendar, phone, marketing, and support with reliable sync and duplicate controls. ### What trends are shaping CRM software right now? From my review of G2 user sentiment and recent market signals, the following trends are reshaping this category: - **AI agents moving into sales workflows:** CRM systems are adding agents for prospect research, lead follow-up, email drafting, and deal support. - **Data hygiene as a CRM priority:** Teams are cleaning duplicates, correcting errors, and standardizing fields so AI and reporting can work with better customer context. - **CRM expanding into a broader customer platform:** Sales, marketing, service, and customer data are being pulled closer together to reduce stack sprawl. - **Buyer confidence shaping sales process design:** CRM workflows are being built around clearer value proof, better follow-up, and more informed buying groups. - **Pipeline work getting more signal-led:** AI, buyer activity, and customer data are being used to guide which accounts need attention next. ### How should I choose CRM software? My analysis of G2 data suggests choosing CRM software around the customer workflow that needs the most structure. Sales-led teams should prioritize lead routing, pipeline views, follow-up tasks, forecasting, and email or calendar sync. Companies with marketing and service needs should look closely at automation, segmentation, customer history, and cross-team records. I also advise weighing setup effort, admin control, reporting depth, data cleanup, integration quality, and pricing tiers because those details often shape whether teams keep the CRM current after rollout. --- ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [Pivotal CRM](https://www.g2.com/products/pivotal-crm/reviews) **Average Rating:** 3.5/5.0 **Total Reviews:** 57 **Product Description:** The foundations of your customer relationship management strategy are your customer-facing employees. That's why we have purpose-built every aspect of our CRM solution to get you up-and-running quickly, while remaining flexible so it can be closely-tailored to match exactly how your team works. We have the tools to help you attract customers, manage your partners and empower your sales and customer service teams. Learn why CRM users love our solutions. ### What Do G2 Reviewers Say About Pivotal CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **better understanding of customer needs** that Pivotal CRM fosters, enhancing relationships and satisfaction. - Users appreciate the **ease of navigation** in Pivotal CRM, enhancing database management and efficiency in tracking sales opportunities. - Users value the **easy navigation** in Pivotal CRM, enhancing efficiency in managing and tracking sales activities. - Users appreciate the **easy tracking** in Pivotal CRM, enhancing time management and reducing human error in sales processes. - Users appreciate the **valuable tools** in Pivotal CRM, enhancing team productivity and collaboration effectively. **Cons:** - Users feel that **limited customization** hinders their experience and adds confusion in navigating Pivotal CRM effectively. - Users find the **expertise required** for Pivotal CRM can be overwhelming, especially for beginners needing guidance. - Users face **integration issues** with third-party applications, limiting customization and affecting analytical capabilities in Pivotal CRM. - Users find Pivotal CRM **time-consuming** to set up, requiring significant focus and prior experience for effective use. #### What Are Recent G2 Reviews of Pivotal CRM? **"[Efficient CRM with Customization Needs](https://www.g2.com/survey_responses/pivotal-crm-review-12296126)"** **Rating:** 4.0/5.0 stars *— Sanjeev R.* [Read full review](https://www.g2.com/survey_responses/pivotal-crm-review-12296126) --- **"[Streamlines Complex Workflows with Powerful Customization](https://www.g2.com/survey_responses/pivotal-crm-review-12590090)"** **Rating:** 5.0/5.0 stars *— Ajit S.* [Read full review](https://www.g2.com/survey_responses/pivotal-crm-review-12590090) --- #### What Are G2 Users Discussing About Pivotal CRM? - [Where is Avolin located?](https://www.g2.com/discussions/where-is-avolin-located) - [What is CRM and its functions?](https://www.g2.com/discussions/pivotal-crm-what-is-crm-and-its-functions) - [Is Pivotal a CRM?](https://www.g2.com/discussions/is-pivotal-a-crm) ### 2. [vcita](https://www.g2.com/products/vcita/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 79 **Product Description:** vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all. ### What Do G2 Reviewers Say About vcita? *AI-generated summary from verified user reviews* **Pros:** - Users find vcita **extremely easy to use** with great integration for client interactions and automated features. - Users value the **automated reminders and confirmations** of vcita, enhancing client engagement and saving time. - Users appreciate the **responsive customer support** from vcita, ensuring quick assistance whenever questions arise. - Users value the **seamless integration** of vcita, enhancing client interaction and appointment management effortlessly. - Users value the **easy app integrations** of vcita, enhancing client interactions and streamlining business operations seamlessly. **Cons:** - Users report **integration issues** with vcita, particularly with Gcal, affecting calendar availability and complicating user experience. - Users express frustration over **missing features** like partial refunds, limited document uploads, and costly template adjustments. - Users find the **pricing model expensive** , particularly due to necessary upgrades for essential features and document limits. - Users express frustration over the **lack of integration** with other tools, impacting efficiency and overall management. - Users report **linking issues** with vcita, leading to integration problems and inaccurate availability on customer calendars. #### What Are Recent G2 Reviews of vcita? **"[Outstanding backend system transformed my business](https://www.g2.com/survey_responses/vcita-review-9522081)"** **Rating:** 5.0/5.0 stars *— Neil D.* [Read full review](https://www.g2.com/survey_responses/vcita-review-9522081) --- **"[A god-send for our non-profit community mental health service](https://www.g2.com/survey_responses/vcita-review-12206525)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/vcita-review-12206525) --- #### What Are G2 Users Discussing About vcita? - [What does Vcita do?](https://www.g2.com/discussions/what-does-vcita-do) - [Does vcita have an app?](https://www.g2.com/discussions/does-vcita-have-an-app) - [How does vcita work?](https://www.g2.com/discussions/how-does-vcita-work) ### 3. [eWay-CRM](https://www.g2.com/products/eway-crm/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 12 **Product Description:** If you use Outlook and need a CRM, you have to try eWay-CRM. It’s the best CRM that lives right inside Microsoft Outlook and Teams. Manage Customers, Sales, Projects, and Email Campaigns — without ever leaving your inbox. Thanks to deep Outlook integration, eWay-CRM automatically tracks emails, syncs with your calendar, and keeps your contacts organized. You’ll love the “Convert to” feature: just right-click any email and turn it into a deal, task, or contact. It’s fast, simple, and powerful. And with Microsoft Teams integration, collaborating with your team becomes seamless. Work smarter, stay organized, and keep everything in one place — right where you already work. ### What Do G2 Reviewers Say About eWay-CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **Calendar sync automation** in eWay-CRM, enhancing productivity and streamlining daily operations. - Users rave about the **responsive and helpful customer support** of eWay-CRM, enhancing their overall experience greatly. - Users find eWay-CRM to be **easy to use** , facilitating a seamless transition and minimal learning curve. - Users value the **easy customization** of eWay-CRM, enhancing daily operations with seamless integrations like Calendar sync. - Users appreciate the **easy implementation** of eWay-CRM, enhancing daily operations with seamless integration and automation. **Cons:** - Users face **saving issues** with sent emails, needing extra steps to remove attachments before saving in eWay-CRM. - Users experience occasional **slow loading** times, particularly when accessing the list of Journals, impacting usability slightly. #### What Are Recent G2 Reviews of eWay-CRM? **"[eWay still is a powerful tool for daily operations](https://www.g2.com/survey_responses/eway-crm-review-7562101)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/eway-crm-review-7562101) --- **"[A great replacement for Microsoft Business Contact Manager (BCM)](https://www.g2.com/survey_responses/eway-crm-review-10482361)"** **Rating:** 5.0/5.0 stars *— Larry B.* [Read full review](https://www.g2.com/survey_responses/eway-crm-review-10482361) --- ### 4. [ArcCRM](https://www.g2.com/products/arccrm/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 25 **Product Description:** Maximize Sales Opportunities with Data-Driven Insights ArcCRM is a robust customer relationship management tool that equips your sales team with the insights they need to target the right opportunities at the right time. By identifying hidden revenue streams, reconnecting with past customers, and acting on real-time data, ArcCRM empowers your team to drive consistent sales growth with confidence. Key Features: Data-Driven Sales Opportunities: ArcCRM helps your sales team focus on high-value customers, whether it's re-engaging inactive clients or nurturing at-risk relationships. With actionable insights, your team can prioritize outreach and maximize every opportunity to generate new revenue. Streamlined Quote and Invoice Management: Simplify the sales process with instant professional quotes and invoices. ArcCRM allows your team to generate, update, and seamlessly convert quotes into invoices, ensuring a smooth transition from sales to revenue without any operational hiccups. Advanced Sales Forecasting: Stay ahead with ArcCRM’s powerful forecasting tools. Identify potential slowdowns, monitor sales cycles, and spot revenue fluctuations early to keep your deals on track. With real-time pipeline insights, you’ll be able to act strategically and hit your targets consistently. Customer Retention and Growth: ArcCRM enables your team to reduce churn by proactively nurturing repeat customers. Use the platform’s comprehensive tools to build lasting customer relationships and fuel long-term, sustainable growth. ArcCRM takes your sales process to the next level, offering advanced tools to help your team stay organized, act on valuable insights, and achieve measurable results. ### What Do G2 Reviewers Say About ArcCRM? *AI-generated summary from verified user reviews* **Pros:** - Users benefit from **efficient lead management** , enhancing engagement through tailored outreach and automated follow-up reminders. - Users appreciate the **ease of use** of ArcCRM, allowing efficient campaign setups and effective lead tracking. - Users value the **easy tracking** of leads and automated reminders, ensuring no opportunities are missed. - Users appreciate the **automation features** of ArcCRM, enabling efficient campaign management and effective client follow-ups. - Users appreciate the **automation of follow-ups** in ArcCRM, saving time and enhancing campaign management effectively. **Cons:** - Users find the **learning curve steep** , requiring time and patience to master ArcCRM's advanced features. - Users desire more **customization options** for dashboards and reporting in ArcCRM to enhance clarity and usability. - Users find **integration issues** with third-party tools frustrating, as it delays the overall implementation experience. - Users desire **missing features** like enhanced granular reporting and improvements to the mobile app for better functionality. - Users experience **minor glitches** with the mobile version of ArcCRM, impacting usability but not significantly hindering functionality. #### What Are Recent G2 Reviews of ArcCRM? **"[perfect CRM for managing campagins, saves us ton of time!](https://www.g2.com/survey_responses/arccrm-review-10620743)"** **Rating:** 4.5/5.0 stars *— Nikka M.* [Read full review](https://www.g2.com/survey_responses/arccrm-review-10620743) --- **"[Software that streamlined our sales pipeline and boosted efficiency](https://www.g2.com/survey_responses/arccrm-review-10436283)"** **Rating:** 5.0/5.0 stars *— Luciano M.* [Read full review](https://www.g2.com/survey_responses/arccrm-review-10436283) --- ### 5. [FreeAgent CRM](https://www.g2.com/products/freeagent-crm-freeagent-crm/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 43 **Product Description:** FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM. ### What Do G2 Reviewers Say About FreeAgent CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **flexibility and organization** of FreeAgent CRM, enhancing their CRM cycles and closure times. - Users commend the **flexibility** of FreeAgent CRM, significantly enhancing their organization and efficiency in CRM processes. - Users value the **improved organization and flexibility** of FreeAgent CRM, enhancing their lead management and closure times. - Users appreciate the **organization efficiency** of FreeAgent CRM, enhancing overall CRM cycles and speed of closure. - Users appreciate the **organization structure** of FreeAgent CRM, enhancing overall visibility and streamlining CRM cycles. **Cons:** - Users feel that **limited customization options** in FreeAgent CRM restrict their ability to optimize for specific business needs. #### What Are Recent G2 Reviews of FreeAgent CRM? **"[FreeAgent - The Flexible CRM](https://www.g2.com/survey_responses/freeagent-crm-review-8256788)"** **Rating:** 4.0/5.0 stars *— Bjorn H.* [Read full review](https://www.g2.com/survey_responses/freeagent-crm-review-8256788) --- **"[New CRM software for cutting edge life sciences company](https://www.g2.com/survey_responses/freeagent-crm-review-8250876)"** **Rating:** 4.0/5.0 stars *— Permveer B.* [Read full review](https://www.g2.com/survey_responses/freeagent-crm-review-8250876) --- #### What Are G2 Users Discussing About FreeAgent CRM? - [What is FreeAgent CRM used for?](https://www.g2.com/discussions/what-is-freeagent-crm-used-for) ### 6. [OneHash CRM](https://www.g2.com/products/onehash-crm/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 70 **Product Description:** OneHash CRM is an all in business automation tool suitable for all business size, and offers a host of features that can help you increase your business revenue. From lead source mapping to lead nurturing entire sales funnel can be managed on single software. It’s a cloud-based CRM that is very scalable, so you can easily add more users or features as your business grows. It has below must to have features. - Leads can be captured in real time from web forms, contact us forms, Facebook forms, etc. - The sales team can reach prospects via call, email, WhatsApp, or SMS and can set follow-ups. - They can generate quotations and sales invoices directly from the system and send them to clients using OneHash CRM. - Lead owner efficiency, user and role permission setup, and workflow automation can be accomplished in no time. ### What Do G2 Reviewers Say About OneHash CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of OneHash CRM, which simplifies management tasks and reduces costs. - Users value the **efficiency** of OneHash CRM, significantly reducing costs and effort with its streamlined features. - Users value the **feature richness** of OneHash CRM, appreciating its all-in-one solution for diverse business needs. - Users value the **comprehensive features** of OneHash CRM, which streamline processes and reduce costs effectively. - Users appreciate the **customizability** of OneHash CRM, allowing seamless integration and tailored solutions for their business needs. **Cons:** - Users find the **learning curve steepens rapidly** , making it complex and challenging to fully grasp OneHash CRM. - Users find **learning difficult** with OneHash CRM due to its complexity and steep learning curve for newcomers. - Users experience **difficult customization** with OneHash CRM, finding certain modifications challenging despite available support assistance. - Users face **limited customization** options in OneHash CRM, making it challenging to tailor the software to their needs. - Users find the **steep learning curve** of OneHash CRM challenging, taking time to master its complex features. #### What Are Recent G2 Reviews of OneHash CRM? **"[User Friendly Interface](https://www.g2.com/survey_responses/onehash-crm-review-9910492)"** **Rating:** 5.0/5.0 stars *— Verified User in Health, Wellness and Fitness* [Read full review](https://www.g2.com/survey_responses/onehash-crm-review-9910492) --- **"[Multi-currency feature makes OneHash a worthwhile investment.](https://www.g2.com/survey_responses/onehash-crm-review-10469600)"** **Rating:** 5.0/5.0 stars *— Sara L.* [Read full review](https://www.g2.com/survey_responses/onehash-crm-review-10469600) --- #### What Are G2 Users Discussing About OneHash CRM? - [What is OneHash CRM used for?](https://www.g2.com/discussions/what-is-onehash-crm-used-for) - 1 comment ### 7. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 389 **Product Description:** Vtiger’s mission is to build software that gives customer-facing teams at small- and medium-sized businesses the ability to create fruitful and enduring relationships with customers. Vtiger CRM provides you a 360-degree view of all your customer information in one place and helps you optimize your sales, support, and marketing touch-points with real-time actions and conversational Insights. Vtiger CRM helps teams create delightful experiences across the entire customer lifecycle - AI-powered CRM and robust automation tools help sales teams to focus on the right deals and deliver growth. With Vtiger, get a unified CRM to break silos and get marketing, sales, and support on the same page with a single source of truth. Deliver exceptional customer experience and support by engaging with your customers across multiple channels. Manage your work on the go with our mobile applications for both Android and iOS. ### What Do G2 Reviewers Say About Vtiger All-In-One CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **affordability** of Vtiger All-In-One CRM, making it accessible for small organizations. - Users value the **customizable call management** feature, enhancing their ability to manage customer interactions effectively. - Users value the **customizability** of Vtiger All-In-One CRM, enhancing their ability to tailor the system to unique needs. - Users value the **ability to customize fields** for better tracking, enhancing functionality for specific needs like employee certifications. - Users find Vtiger All-In-One CRM to be **easy to use** , eliminating the need for complex training. **Cons:** - Users express concerns over **missing features** and insufficient upgrades compared to modern CRM solutions, affecting overall satisfaction. - Users report significant **bugs during migration** and poor customer service, leading to frustration and unresolved issues. - Users report significant **CRM issues** with Vtiger, citing poor support and problematic data migration experiences. - Users find Vtiger's system **not intuitive** , facing challenges with setup, migration errors, and poor customer service response. - Users report that Vtiger is **not user-friendly** , plagued by poor support and migration issues that frustrate the setup process. #### What Are Recent G2 Reviews of Vtiger All-In-One CRM? **"[All-in-One Vtiger Platform That Boosts Productivity and Team Coordination](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-12792429)"** **Rating:** 4.0/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-12792429) --- **"[Easy to use](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-6885870)"** **Rating:** 5.0/5.0 stars *— Mbuso H.* [Read full review](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-6885870) --- #### What Are G2 Users Discussing About Vtiger All-In-One CRM? - [What is Vtiger All-In-One CRM used for?](https://www.g2.com/discussions/what-is-vtiger-all-in-one-crm-used-for) - [What is CRM in management?](https://www.g2.com/discussions/vtiger-all-in-one-crm-what-is-crm-in-management) - [Is vtiger free?](https://www.g2.com/discussions/is-vtiger-free) ### 8. [Infor Customer Relationship Management (CRM)](https://www.g2.com/products/infor-customer-relationship-management-crm/reviews) **Average Rating:** 3.2/5.0 **Total Reviews:** 75 **Product Description:** Your customer relationships are the driving force of your business. By offering a complete view of every customer touch point across your sales, marketing, customer service, and support teams, Infor CRM enables you to maximize the impact of every interaction—across the entire customer lifecycle—whether in the office or out in the field. The best part about Infor CRM is that it’s built for your business. Industry-specific capabilities, deep integration, and unparalleled flexibility and control in how you deploy, use, and pay for your solution offers a best-of-breed CRM solution without compromise. ### What Do G2 Reviewers Say About Infor Customer Relationship Management (CRM)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of access** for logging in anywhere, enhancing customer satisfaction effectively. - Users value the **ease of scheduling** sales calls with the convenient calendar feature in Infor CRM. - Users appreciate the **easy navigation** of Infor CRM, allowing seamless access and improved customer satisfaction. - Users love the **user-friendly login** feature, allowing easy access and keeping customers satisfied. **Cons:** - Users desire a **mobile app** for Infor CRM, expressing frustration over needing to use a laptop while traveling. - Users often face **slow loading times** due to the large volume of data in Infor CRM, hindering productivity. #### What Are Recent G2 Reviews of Infor Customer Relationship Management (CRM)? **"[Easy to Use, Reliable, and Great for Daily Clock-Ins, excellent product!](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12700737)"** **Rating:** 5.0/5.0 stars *— Reed B.* [Read full review](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12700737) --- **"[Streamlined Hiring with Intuitive Interface](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12505720)"** **Rating:** 4.5/5.0 stars *— Michaela C.* [Read full review](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12505720) --- #### What Are G2 Users Discussing About Infor Customer Relationship Management (CRM)? - [What is CRM customer Relationship Management What are the key features of CRM system?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-is-crm-customer-relationship-management-what-are-the-key-features-of-crm-system) - [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-are-the-3-main-elements-of-crm-software) - [What does Infor CRM do?](https://www.g2.com/discussions/what-does-infor-crm-do) ### 9. [FluentCRM](https://www.g2.com/products/fluentsoft-inc-fluentcrm/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 19 **Product Description:** FluentCRM is an Email Marketing Automation and CRM Plugin for WordPress. It offers features like lead capturing, contact storing, contact segmentation, email marketing, and marketing automation with granular reporting and analytics. ### What Do G2 Reviewers Say About FluentCRM? *AI-generated summary from verified user reviews* **Cons:** - Users experience **email issues** with FluentCRM, including lost work due to lack of autosave and unsubscribe problems. - Users find the **limited features** of FluentCRM frustrating, especially with issues like the lack of autosave in the email editor. - Users find the interface **not intuitive** , leading to confusion and frustrating experiences while using FluentCRM. - Users face **saving issues** with FluentCRM, often losing work due to the lack of autosave in the email editor. #### What Are Recent G2 Reviews of FluentCRM? **"[FluentCRM excellent email marketing tool](https://www.g2.com/survey_responses/fluentcrm-review-12785157)"** **Rating:** 4.5/5.0 stars *— Nicolas G.* [Read full review](https://www.g2.com/survey_responses/fluentcrm-review-12785157) --- **"[FluentCRM Pro: Easy WordPress Integration, Powerful Automations, and Top-Tier Support](https://www.g2.com/survey_responses/fluentcrm-review-12655970)"** **Rating:** 4.5/5.0 stars *— Tonja H.* [Read full review](https://www.g2.com/survey_responses/fluentcrm-review-12655970) --- #### What Are G2 Users Discussing About FluentCRM? - [Can you automate CRM?](https://www.g2.com/discussions/can-you-automate-crm) - 2 comments - [How do I set up Fluentcrm?](https://www.g2.com/discussions/how-do-i-set-up-fluentcrm) - 1 comment - [How do you use Fluentcrm?](https://www.g2.com/discussions/how-do-you-use-fluentcrm) ### 10. [Prophet CRM](https://www.g2.com/products/prophet-crm/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 192 **Product Description:** Prophet CRM is embedded in Outlook, not simply integrated. This allows Prophet to uniquely leverage the work you and your team already do in Outlook, and automatically associates that activity to the appropriate customer opportunity within Prophet CRM. Whether from your desktop or mobile device, all Outlook-based emails, tasks, and calendar events are automatically tracked and associated to the corresponding opportunity, unburdening your team from administrative entry and giving them more time to sell. With more timely and thorough entry of sales activity data, sales managers gain valuable insight regarding your customers, sales team and sales processes. Combine Prophet CRM's unique Outlook integration with it's comprehensive suite of sales automation and workflow tools, customizable fields, reports, dashboards, and analytics, and you have a powerful application that will drive your business to higher levels of success. Contact us to discover how we partner with you to drive your success. #### What Are Recent G2 Reviews of Prophet CRM? **"[Excellent CRM](https://www.g2.com/survey_responses/prophet-crm-review-6623141)"** **Rating:** 5.0/5.0 stars *— Yasmine J.* [Read full review](https://www.g2.com/survey_responses/prophet-crm-review-6623141) --- **"[Seamless workflow with Outlook](https://www.g2.com/survey_responses/prophet-crm-review-9457065)"** **Rating:** 4.5/5.0 stars *— Karan S.* [Read full review](https://www.g2.com/survey_responses/prophet-crm-review-9457065) --- #### What Are G2 Users Discussing About Prophet CRM? - [What is Prophet CRM used for?](https://www.g2.com/discussions/what-is-prophet-crm-used-for) ### 11. [WPCRM](https://www.g2.com/products/wpcrm/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 14 **Product Description:** WebPresented offers a cloud based or on premise CRM solution called WPCRM. WPCRM is a cost effective, vertically integrated CRM for the wholesale distribution and manufacturing markets. Built from an ERP-integration perspective, WPCRM provides; data for smarter decision making, mobile quoting, mobile access to product pricing and inventory, customer orders and buying history and marketing campaign analytics. WPCRM will drive sales activity and new revenue! ### What Do G2 Reviewers Say About WPCRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **seamless integration** of WPCRM, enhancing workflows without complications and promoting efficient data management. - Users value the **excellent customer support** of WPCRM, enhancing their experience with timely and effective assistance. - Users praise the **ease of use** of WPCRM, appreciating its accessibility via tablets and mobiles for onground staff. - Users praise the **easy access** of WPCRM, allowing convenient use on tablets and mobiles for on-ground staff. - Users highlight the **easy implementation** of WPCRM, which seamlessly integrates industry-specific functions without cumbersome adjustments. **Cons:** - Users find the **learning curve steep** , struggling with complex reporting tools and interface navigation in WPCRM. - Users find the **limited customization** options of WPCRM restrict their ability to tailor the system to their needs. - Users find that WPCRM lacks a **user-friendly reporting feature** , making custom dashboard creation and data export challenging. - Users find WPCRM's reporting features **not intuitive** , requiring training for effective use and complicating dashboard creation. - Users find WPCRM's reporting **not user-friendly** , requiring training for custom dashboards and dealing with cumbersome interfaces. #### What Are Recent G2 Reviews of WPCRM? **"[My insights with WPCRM](https://www.g2.com/survey_responses/wpcrm-review-11104036)"** **Rating:** 4.5/5.0 stars *— herbert M.* [Read full review](https://www.g2.com/survey_responses/wpcrm-review-11104036) --- **"[Intuitive and Time-Saving CRM Solution](https://www.g2.com/survey_responses/wpcrm-review-12742407)"** **Rating:** 5.0/5.0 stars *— Aditya P.* [Read full review](https://www.g2.com/survey_responses/wpcrm-review-12742407) --- #### What Are G2 Users Discussing About WPCRM? - [What does CRM software include?](https://www.g2.com/discussions/wpcrm-what-does-crm-software-include-603f6f9f-bf34-450a-bea4-91f1eb7418ae) - [What does CRM software include?](https://www.g2.com/discussions/wpcrm-what-does-crm-software-include) - [What are the main functions of a CRM?](https://www.g2.com/discussions/what-are-the-main-functions-of-a-crm) ### 12. [Zixflow](https://www.g2.com/products/zixflow/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 28 **Product Description:** Zixflow redefines how we manage & engage contacts. It's agile, customizable, and AI-driven. A unified workspace to shape your CRM, automate workflows, and drive engagement through Email, SMS & WhatsApp. What makes Zixflow different? ✅ Sleek and user-friendly UI ✅ All-in-one workspace ✅ Highly customizable for diverse use cases ✅ Transparent pricing and pay-as-you-go for campaigns ✅ Make engagement and automation flows seamlessly ✅ Zixflow AI to work for you ✅ Robust data security and precise user permission control What's Inside Zixflow? 📍 Track interactions with your customers 📍 Create contact lists for every use case 📍 Visualize data with table and kanban views 📍 Run outreach campaigns via SMS, Email, and WhatsApp 📍 Manage replies in a unified inbox 📍 Easily find and verify email addresses 📍 Capture leads with sleek and modern forms 📍 Zixflow AI for custom fields, personalization, and spontaneous ice-breakers 📍 Automate with cadences and workflow automation ### What Do G2 Reviewers Say About Zixflow? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customizability** of Zixflow, enhancing data with tailored features like verified emails and AI fields. - Users value the **data accuracy** of Zixflow, enhancing their information with verified email addresses and AI fields. - Users find Zixflow **user-friendly and easy to navigate** , allowing smooth transitions between modules effortlessly. - Users love the **easy tracking** of Zixflow, finding it essential for organizing and nurturing leads effectively. - Users find Zixflow **intuitive and easy to use** , enabling smooth transitions between modules once familiar. **Cons:** - Users report issues with **invalid email addresses** not being detected by Zixflow's email finder and validation tool. - Users experience **data inaccuracy** with Zixflow, as the email finder and validation often yield invalid results. - Users often experience **email validation issues** with Zixflow, leading to unreliable address detection and frustrations. - Users face issues with the **email finder and validation** , often retrieving invalid email addresses. - Users find the **learning curve steep** due to high customizability, though the help center offers useful guidance. #### What Are Recent G2 Reviews of Zixflow? **"[An excellent software for enriching our data](https://www.g2.com/survey_responses/zixflow-review-9189731)"** **Rating:** 5.0/5.0 stars *— Alex E.* [Read full review](https://www.g2.com/survey_responses/zixflow-review-9189731) --- **"[Streamlining Workflow: A Comprehensive Review of ZixFlow's Efficiency and Functionality](https://www.g2.com/survey_responses/zixflow-review-9222511)"** **Rating:** 5.0/5.0 stars *— Shruti M.* [Read full review](https://www.g2.com/survey_responses/zixflow-review-9222511) --- ### 13. [LeadMaster](https://www.g2.com/products/leadmaster/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 16 **Product Description:** Lead Management Software, Online Lead Tracking, Email Marketing & SFA CRM. #### What Are Recent G2 Reviews of LeadMaster? **"[Fantastic email tracking tool](https://www.g2.com/survey_responses/leadmaster-review-8325704)"** **Rating:** 4.5/5.0 stars *— Paul F.* [Read full review](https://www.g2.com/survey_responses/leadmaster-review-8325704) --- **"[The Customer Relationship Management Software](https://www.g2.com/survey_responses/leadmaster-review-4548908)"** **Rating:** 5.0/5.0 stars *— Saudamini J.* [Read full review](https://www.g2.com/survey_responses/leadmaster-review-4548908) --- #### What Are G2 Users Discussing About LeadMaster? - [What is LeadMaster used for?](https://www.g2.com/discussions/what-is-leadmaster-used-for) ### 14. [Leadscore.io](https://www.g2.com/products/leadscore-io/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 23 **Product Description:** Leadscore is an affordable CRM platform offering sales & marketing automation solutions designed for small companies. ### What Do G2 Reviewers Say About Leadscore.io? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Leadscore.io, allowing quick understanding and effective management of leads. - Users value the **automation focus** of Leadscore.io, streamlining lead qualification and enhancing sales and marketing alignment. - Users appreciate the **streamlined and user-friendly setup** of Leadscore.io, making integration quick and efficient. - Users find Leadscore.io to be **efficient and user-friendly** , enabling quick adoption and effective data management. - Users value the **AI-driven lead qualification** of Leadscore.io, enhancing alignment and efficiency for global revenue teams. **Cons:** - Users find Leadscore.io's **incomplete APAC/EU intent data** problematic, leading to missed high-intent regional leads and inaccuracies. - Users find the **initial investment high** , making it less accessible for small businesses compared to other options. - Users find the **integration issues** with leadscore.io challenging, affecting smooth connectivity with other tools. - Users find the **user interface outdated** and integration with other tools less seamless compared to other CRMs. #### What Are Recent G2 Reviews of Leadscore.io? **"[AI-Powered Lead Scoring with Room for Regional Data Improvement](https://www.g2.com/survey_responses/leadscore-io-review-12281261)"** **Rating:** 4.0/5.0 stars *— Sultzer S.* [Read full review](https://www.g2.com/survey_responses/leadscore-io-review-12281261) --- **"[Essential for Efficient B2B Lead Management](https://www.g2.com/survey_responses/leadscore-io-review-12479392)"** **Rating:** 4.0/5.0 stars *— Amit B.* [Read full review](https://www.g2.com/survey_responses/leadscore-io-review-12479392) --- #### What Are G2 Users Discussing About Leadscore.io? - [What is Leadscore.io used for?](https://www.g2.com/discussions/what-is-leadscore-io-used-for) ### 15. [BSI Software](https://www.g2.com/products/bsi-software/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 23 **Product Description:** The Swiss software developer BSI provides a holistic, AI-supported platform for the digitalization of customer relationships. For Banking, Insurance, Retail, and Energy & Utilities, the BSI Customer Suite provides everything necessary for an excellent customer experience. In addition to its many years of industry expertise, this also includes BSI's CRM system with a generative 360° customer view and the AI companion. Around 230 corporate clients use BSI's software to reach over 150 million end customers across Europe. Since its founding in Switzerland in 1996, the company has proved itself as a market leader in its focus industries in the DACH region. Its clients include renowned companies such as ADAC, Raiffeisen Bankengruppe, Signal Iduna, and PostFinance. Software and people together - that's what BSI stands for. www.bsi-software.com ### What Do G2 Reviewers Say About BSI Software? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive and reliable interface** of BSI Software, enhancing productivity while ensuring a seamless experience. - Users appreciate the **organization efficiency** of BSI Software, enabling faster collaboration and seamless customer management. - Users value the **responsive customer support** of BSI Software, enhancing their overall experience and productivity. - Users value the **easy setup** of BSI Software, enabling a hassle-free start and efficient management right away. - Users value the **easy tracking** capabilities of BSI Software, enhancing organization and collaboration across teams effectively. **Cons:** - Users struggle with the **steep learning curve** of BSI Software, making adoption and setup challenging and time-consuming. - Users report that BSI Software has **user-friendliness issues** , making it challenging to navigate and utilize effectively. - Users experience **bugs and slow performance** in BSI Software, affecting usability during heavy tasks and updates. - Users find the **limited customization** options of BSI Software restrictive, impacting overall efficiency and user experience. - Users often experience **slow loading** times, which can hinder efficiency and lead to frustration during busy periods. #### What Are Recent G2 Reviews of BSI Software? **"[Strong Compliance & Structured Workflows for Regulated Teams](https://www.g2.com/survey_responses/bsi-software-review-12221146)"** **Rating:** 4.0/5.0 stars *— Lucy L.* [Read full review](https://www.g2.com/survey_responses/bsi-software-review-12221146) --- **"[Boosts Team Collaboration and Data Management](https://www.g2.com/survey_responses/bsi-software-review-12289635)"** **Rating:** 4.5/5.0 stars *— Prashant M.* [Read full review](https://www.g2.com/survey_responses/bsi-software-review-12289635) --- #### What Are G2 Users Discussing About BSI Software? - [What are the main purposes CRM software is used for?](https://www.g2.com/discussions/bsi-crm-what-are-the-main-purposes-crm-software-is-used-for) - 2 comments - [What are the main purposes CRM software is used for?](https://www.g2.com/discussions/what-are-the-main-purposes-crm-software-is-used-for) - [What does CRM software include?](https://www.g2.com/discussions/what-does-crm-software-include) ### 16. [InfoFlo Software](https://www.g2.com/products/infoflo-software/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 92 **Product Description:** Infoflo's software is an easy to use customer relationship management CRM software that is perfect for managing relationships with your customers and contacts. It is a fully integrated contact, relationship, 
email, calendar, document & task management solution. Most CRM solutions today are far too expensive for businesses and are not user-friendly. As a result, these solutions typically involve recurring maintenance and software update costs, in addition to initial assessment and consultant costs. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Our Customers appreciate this pricing model and take advantage of our free upgrades for life option. #### What Are Recent G2 Reviews of InfoFlo Software? **"[Multifunctional integration, a tool for enhancing work efficiency](https://www.g2.com/survey_responses/infoflo-software-review-12121732)"** **Rating:** 4.0/5.0 stars *— Harrison W.* [Read full review](https://www.g2.com/survey_responses/infoflo-software-review-12121732) --- **"["Excellent CRM for your business".](https://www.g2.com/survey_responses/infoflo-software-review-9700473)"** **Rating:** 4.5/5.0 stars *— Nicolae R.* [Read full review](https://www.g2.com/survey_responses/infoflo-software-review-9700473) --- #### What Are G2 Users Discussing About InfoFlo Software? - [What improvements would you suggest for InfoFlo Software to better meet your CRM needs?](https://www.g2.com/discussions/what-improvements-would-you-suggest-for-infoflo-software-to-better-meet-your-crm-needs) - [What is InfoFlo Software used for?](https://www.g2.com/discussions/what-is-infoflo-software-used-for) ### 17. [Sellf](https://www.g2.com/products/sellf/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 26 **Product Description:** Sellf is a cloud mobile CRM designed to meet the needs of sales agents, freelancers and small teams, to help them sell better with less stress. It is designed for people who don't need a complex and costly CRM like Salesforce, but still have to manage their customers' contact data and needs, to collects meetings notes and track their to-dos and activities. Overwhelmed by spreadsheets, post-its and dispersed documents, they deserve a better option! Sellf integrates all the benefits of contact managers, productivity apps and calendars in a single app that's native on your phone. Details are stored under each contact: calls, emails, meetings, even scheduled follow-ups. The app integrates with Evernote and Dropbox, syncs with Outlook, iCloud, Google Calendar and others, plus runs on iOs (iPhone and iPad: http://bit.ly/TrySellfApp) , Android (http://bit.ly/Sellf-Android-beta-tester) and the web (http://bit.ly/Sellf-web). Then, Sellf helps during the progress of each sales deal, reminding to-dos and follow ups thanks to a great calendar view and trough push notifications. But one of the features customers love the most is the goals tracking: through powerful and straightforward infographics, Sellf helps you get the full picture of your performance. The moment you open the app, you can view at a glance how far are your monthly goals to be reached. Plus, you can see your team members goals as well, to motivate yourself to perform even better. All of this, for a very affordable price: Sellf is free for less than 10 concurrently opened sales deals, while the Premium accounts (3.99€/month) allows for unlimited deals and high priority customer service. ### What Do G2 Reviewers Say About Sellf? *AI-generated summary from verified user reviews* **Pros:** - Users find Sellf **extremely easy to use** , streamlining organization of leads, contacts, and deals in one place. - Users value the **centralized lead management** in Sellf, finding it essential for on-the-go organization and follow-ups. - Users appreciate the **organizational efficiency** of Sellf, seamlessly consolidating leads, contacts, and notes in one place. - Users love the **affordability** of Sellf, finding it easy to use and appreciate instant payments. - Users find **Sellf's mobile CRM invaluable for organizing contacts and schedules** , simplifying their workflow by consolidating information. **Cons:** - Users note the **lack of advanced features** in Sellf, particularly in reporting and analytics capabilities. - Users note a significant **lack of reporting and analytics features** , making it difficult to track sales characteristics effectively. - Users find a **lack of advanced features** in Sellf, making it insufficient for their business needs. - Users experience **slow performance** with Sellf, as the website response time hinders productivity during tasks. #### What Are Recent G2 Reviews of Sellf? **"[My experience with Sellf](https://www.g2.com/survey_responses/sellf-review-11745282)"** **Rating:** 5.0/5.0 stars *— María Fernanda H.* [Read full review](https://www.g2.com/survey_responses/sellf-review-11745282) --- **"[Simple CRM that keeps sales tracking clear and focused](https://www.g2.com/survey_responses/sellf-review-12710974)"** **Rating:** 4.5/5.0 stars *— Rafael C.* [Read full review](https://www.g2.com/survey_responses/sellf-review-12710974) --- #### What Are G2 Users Discussing About Sellf? - [What is Sellf used for?](https://www.g2.com/discussions/what-is-sellf-used-for) - 1 comment ### 18. [OutreachCRM](https://www.g2.com/products/outreachcrm/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 43 **Product Description:** Modular solution with billing & ledger, referrals tracking, project management, support ticketing, communication tools. #### What Are Recent G2 Reviews of OutreachCRM? **"[Great tool for communication automation!](https://www.g2.com/survey_responses/outreachcrm-review-8090869)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/outreachcrm-review-8090869) --- **"[Excellent tool which has made my Sales prospecting easier](https://www.g2.com/survey_responses/outreachcrm-review-7995345)"** **Rating:** 5.0/5.0 stars *— Harshavardhan K.* [Read full review](https://www.g2.com/survey_responses/outreachcrm-review-7995345) --- #### What Are G2 Users Discussing About OutreachCRM? - [How much does outreach cost?](https://www.g2.com/discussions/how-much-does-outreach-cost) - [What is outreach technology?](https://www.g2.com/discussions/outreachcrm-what-is-outreach-technology) - [What does outreach software do?](https://www.g2.com/discussions/outreachcrm-what-does-outreach-software-do) ### 19. [Platformly](https://www.g2.com/products/platformly/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 102 **Product Description:** Platformly is a powerful yet easy to use business management and marketing automation tool for busy business owners who are focused on growth. Platformly makes marketing attribution easy by precisely tracking interactions across different campaigns and channels throughout your entire marketing funnel. It helps you understand in unparalleled detail which marketing activities drive the most sales, who your most loyal customers are and what drives growth. BUSINESS DASHBOARDS Dashboards provide your most important business metrics consolidated into one fully customizable dashboard. They offer a real-time overview of what is happening in your business, with the ability to drill down and get the exact data you need at any given time. LINK TRACKING Platformly is your campaign management command center. Seamlessly track campaign performance, user interactions, sales and everything in between and beyond. CRM One central location for managing and strengthening customer relationships. See an overview or choose a contact to see all past interactions with your brand. All data is automatically updated in real-time. LEAD CAPTURE Intuitive customer acquisition tools, from behavior driven opt-in forms to complete, pixel-perfect landing pages. All with an easy drag-and-drop interface to help you launch effective campaigns quickly. EMAIL MARKETING Deliver the right message to the right person at the right time. Use our visual email builder to send beautiful and responsive event-driven or broadcast emails with one of the industry’s highest delivery rates. MARKETING AUTOMATION Turn cold traffic into brand advocates at scale with event-driven campaigns and highly personalized experiences. All can be done visually without writing a single line of code. COMPLETE REPORTS Your essential business data easily accessible through real-time insights and analytics dashboards. Measure and analyze every aspect of your marketing and sales and make decisions with confidence. ### What Do G2 Reviewers Say About Platformly? *AI-generated summary from verified user reviews* **Pros:** - Users commend Platformly for its ability to facilitate **rapid business growth** through effective ad campaign organization and diverse tools. - Users find **excellent business support** from Platformly, enhancing their ad campaigns and facilitating rapid business growth. - Users value the **comprehensive tools** of Platformly, enabling effective campaign management and rapid business growth. - Users find Platformly offers **ease of use** , allowing organizations to efficiently manage campaigns and grow their business rapidly. - Users value the **variety of tools and plans** that Platformly offers, enhancing campaign organization and business growth. **Cons:** - Users report experiencing **performance issues** with Platformly, especially noting occasional sluggishness during usage. - Users experience **slow loading** times, which can hinder their overall productivity with Platformly. - Users report experiencing **slow performance** , particularly during peak times, affecting their overall workflow with Platformly. #### What Are Recent G2 Reviews of Platformly? **"[Efficient and User-Friendly Marketing Platform](https://www.g2.com/survey_responses/platformly-review-11686807)"** **Rating:** 4.5/5.0 stars *— Natalya H.* [Read full review](https://www.g2.com/survey_responses/platformly-review-11686807) --- **"[Streamlines IT Tasks, Boosts Team Efficiency](https://www.g2.com/survey_responses/platformly-review-12692212)"** **Rating:** 4.0/5.0 stars *— Pradeep K.* [Read full review](https://www.g2.com/survey_responses/platformly-review-12692212) --- #### What Are G2 Users Discussing About Platformly? - [What are the benefits and drawbacks of using Platformly for marketing automation?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-platformly-for-marketing-automation) - [What is Platformly used for?](https://www.g2.com/discussions/what-is-platformly-used-for) ### 20. [Claritysoft](https://www.g2.com/products/claritysoft/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 104 **Product Description:** Clarity CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM, from Claritysoft, was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost. ### What Do G2 Reviewers Say About Claritysoft? *AI-generated summary from verified user reviews* **Pros:** - Users find Claritysoft's **ease of use** impressive, enabling straightforward navigation and efficient access to customer information. - Users love the **easy tracking** features in Claritysoft, making lead management and follow-ups seamless and efficient. - Users value the **organized lead management** of Claritysoft, making it effortless to track and follow up on leads. - Users value the **automation features** of Claritysoft for ensuring efficient task management and timely follow-up alerts. - Users value the **easy customization** of Claritysoft, allowing personalized dashboards that focus on important metrics. **Cons:** - Users find that Claritysoft has **feature issues** , including limited reporting options and a dated interface affecting usability. - Users find **limited customization options** in Claritysoft, making it challenging for complex workflows and reducing flexibility. - Users find Claritysoft **not user-friendly** due to limited customization and an outdated UI, affecting usability. - Users find the **slow loading** due to an outdated interface frustrating, hindering their overall experience with Claritysoft. #### What Are Recent G2 Reviews of Claritysoft? **"[Simple, Scalable, and Stress-Free CRM.](https://www.g2.com/survey_responses/claritysoft-review-12675195)"** **Rating:** 4.0/5.0 stars *— Priya K.* [Read full review](https://www.g2.com/survey_responses/claritysoft-review-12675195) --- **"[Effective CRM with Room for Improvement](https://www.g2.com/survey_responses/claritysoft-review-12135394)"** **Rating:** 4.0/5.0 stars *— Anthony c.* [Read full review](https://www.g2.com/survey_responses/claritysoft-review-12135394) --- #### What Are G2 Users Discussing About Claritysoft? - [What is your experience regarding pricing and costs for Claritysoft CRM?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-claritysoft-crm) - [What is Claritysoft used for?](https://www.g2.com/discussions/what-is-claritysoft-used-for) ### 21. [Pulse Technology](https://www.g2.com/products/pulse-technology/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 12 **Product Description:** Pulse Technology provides a platform for business owners and franchise systems to run their business smoothly. You’ll be able to keep things organized with our easy to use CRM (customer relationship management) system. Track all of your communication history for your customers and prospects. Your email and text message communication, notes, tasks and appointments, etc. will be all stored in one place for quick reference. Franchise Systems can take advantage of our full suite of franchise management features and completely integrated system that allows your franchisees to use the exact same platform. All of the data from your franchises will be available in your corporate application for real-time reporting. Save countless hours each week with the robust marketing and workflow automation features that Pulse offers. This will help you streamline many of your marketing and administrative tasks that suck up tremendous amounts of your time. With Pulse, you’ll be able to automate these tasks to free up your schedule and allow you to focus on other important things that matter. Convert more leads to paying customers with our email and text message marketing features and our customizable project boards which allow you to manage your sales pipeline efficiently. Streamline your quoting and invoicing process and deliver professional looking quotes your customers. Have a pulse on every part of your business with real-time reporting that will help you maximize your marketing strategies, sales efforts, and operations of your business. With Pulse, your entire company will run much smoother! ### What Do G2 Reviewers Say About Pulse Technology? *AI-generated summary from verified user reviews* **Pros:** - Users value the **responsive customer support** of Pulse Technology, which enhances efficiency and delivers reliable results. - Users value the **efficiency** of Pulse Technology, enhancing organization and streamlining processes effortlessly for a better experience. - Users benefit from **efficient automation features** in Pulse Technology, enhancing client organization and simplifying workflows significantly. - Users highly value the **automation capabilities** of Pulse Technology, enhancing efficiency in client data organization and processes. - Users find Pulse Technology incredibly **easy to use** , benefiting from seamless setup and efficient client data organization. **Cons:** - Users feel there are **integration issues** with Pulse Technology, particularly regarding its compatibility with Google Calendar. - Users find that the **limited integrations** of Pulse Technology hinder its potential and compatibility with other tools. #### What Are Recent G2 Reviews of Pulse Technology? **"[The best CRM out there!](https://www.g2.com/survey_responses/pulse-technology-review-7688739)"** **Rating:** 5.0/5.0 stars *— Ana Maria --- C.* [Read full review](https://www.g2.com/survey_responses/pulse-technology-review-7688739) --- **"[Streamlined Automation with Stellar Support](https://www.g2.com/survey_responses/pulse-technology-review-11901774)"** **Rating:** 5.0/5.0 stars *— Stephanie D.* [Read full review](https://www.g2.com/survey_responses/pulse-technology-review-11901774) --- #### What Are G2 Users Discussing About Pulse Technology? - [What is Pulse Technology used for?](https://www.g2.com/discussions/what-is-pulse-technology-used-for) ### 22. [Aurea CRM](https://www.g2.com/products/aurea-crm/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 23 **Product Description:** Aurea CRM is a comprehensive customer relationship management solution that lets you drive customer engagement tools deep into your sales organization. With end-to-end capabilities for sales and marketing, it provides a one-stop-shop that delivers a compact overview of team activities, sales pipelines, and key performance indicators so you can set priorities and make informed decisions. The new Aurea CRM Enterprise Edition has been reengineered with integrated campaign management offerings to give you the insight, access, and speed you need. ### What Do G2 Reviewers Say About Aurea CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **easy access** provided by Aurea CRM, enhancing productivity and flexibility in managing customer interactions. - Users appreciate the **high customizability** of Aurea CRM, allowing tailored workflows that enhance sales processes. - Users value the **feature richness** of Aurea CRM, enhancing sales management with comprehensive tools and customization options. - Users value the **flexibility** of Aurea CRM, enhancing customization and improving visibility into sales processes. - Users enjoy the **intuitive interface** of Aurea CRM, enhancing their productivity and ease of use. **Cons:** - Users raise **cost concerns** regarding Aurea CRM, finding it pricier than other CRM solutions, impacting smaller businesses. - Users struggle with a **steep learning curve** , particularly without strong technical skills for setup and navigation. - Users struggle with the **non-intuitive interface** of Aurea CRM, making it challenging for teams to adapt effectively. - Users find Aurea CRM to be **not user-friendly** , citing a steep learning curve and a complex interface. - Users report **slow performance** with Aurea CRM, experiencing delays that hinder their overall productivity and efficiency. #### What Are Recent G2 Reviews of Aurea CRM? **"[Effortless Setup & Team Adoption with Aurea CRM](https://www.g2.com/survey_responses/aurea-crm-review-12783859)"** **Rating:** 5.0/5.0 stars *— Adan G.* [Read full review](https://www.g2.com/survey_responses/aurea-crm-review-12783859) --- **"[Unified CRM with Customization and Usability Challenges](https://www.g2.com/survey_responses/aurea-crm-review-12444237)"** **Rating:** 4.0/5.0 stars *— Mahe H.* [Read full review](https://www.g2.com/survey_responses/aurea-crm-review-12444237) --- #### What Are G2 Users Discussing About Aurea CRM? - [What is Aurea?](https://www.g2.com/discussions/what-is-aurea) - [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/aurea-crm-what-are-the-3-main-elements-of-crm-software) - [What are key features of a CRM system?](https://www.g2.com/discussions/aurea-crm-what-are-key-features-of-a-crm-system) ### 23. [InStream Group](https://www.g2.com/products/instream-group/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 119 **Product Description:** InStream is the relation management platform. CRM alternative for customer-focused companies. InStream supports small and medium size business in collecting information about customers, managing communication and in building strong business relations. Simple but flexible tool which can be integrated with any mailbox, social media and business management tool. ### What Do G2 Reviewers Say About InStream Group? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of InStream Group, making live streaming enjoyable and hassle-free. - Users love the **easy setup** of InStream Group, which enhances their live streaming experience significantly. - Users value the **lead management capabilities** of InStream Group, which enhance sales processes and facilitate closing deals. - Users enjoy the **simplicity and ease of use** of InStream Group, making their experience straightforward and efficient. - Users appreciate how InStream Group's **task management** helps streamline sales processes, making lead management and deal closure easier. **Cons:** - Users face **integration issues** with InStream Group, limiting compatibility with existing workflows and causing technical difficulties. - Users experience **performance issues** with lag and distracting ads, hindering smooth topic transitions. - Users experience **slow loading times** with InStream Group, which hampers efficiency and usability in their workflows. #### What Are Recent G2 Reviews of InStream Group? **"[Clean, Flexible Interface That Makes Structuring Contacts, Companies, and Deals Easy](https://www.g2.com/survey_responses/instream-group-review-12441252)"** **Rating:** 4.0/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/instream-group-review-12441252) --- **"[Organize and Simplify, But It Needs to Improve the Interface](https://www.g2.com/survey_responses/instream-group-review-12756761)"** **Rating:** 4.5/5.0 stars *— Yolanda S.* [Read full review](https://www.g2.com/survey_responses/instream-group-review-12756761) --- #### What Are G2 Users Discussing About InStream Group? - [What is InStream used for?](https://www.g2.com/discussions/what-is-instream-used-for) - 1 comment ### 24. [Teamleader](https://www.g2.com/products/teamleader/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 50 **Product Description:** Teamleader removes the daily hassle of running a business. Our work management software lets you sell, bill and organise work in one place. By centralizing all this information, you stop the chaos of info being spread over different inboxes, Excel sheets and tools. You get a perfect overview of ongoing sales opportunities, projects and payments, and a deep insight into how your business is really performing. More than 60.000 people stay in control of their work every day with our work management solutions. From IT agencies and digital marketers all the way to plumbers and construction companies. Ready for more business and less hassle? ### What Do G2 Reviewers Say About Teamleader? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive project management** features of Teamleader, making collaboration and organization effortless and enjoyable. - Users appreciate the **quick response from customer support** , enhancing their overall experience with Teamleader’s intuitive platform. - Users value the **ease of use** of Teamleader, enjoying intuitive navigation and a clutter-free experience. - Users enjoy Teamleader's **intuitive interface** , simplifying project management and collaboration while keeping everything organized and accessible. - Users value the **simple invoicing management** in Teamleader, enjoying clear overviews and seamless integration with accountancy software. **Cons:** - Users find the **learning curve steep** for Teamleader, particularly with advanced features and invoicing processes. - Users find the **account setup difficult** , especially when trying to configure advanced features like custom reporting. - Users find the **complex processes** in Teamleader cumbersome, especially when editing invoices and navigating ticketing features. - Users find Teamleader's pricing to be **expensive** , particularly challenging for smaller businesses or teams. - Users find the **expertise required** for setup challenging, particularly for advanced features like custom reporting. #### What Are Recent G2 Reviews of Teamleader? **"[Great tool to freedom from manual paperwork all day.](https://www.g2.com/survey_responses/teamleader-review-12764422)"** **Rating:** 4.0/5.0 stars *— RaHul K.* [Read full review](https://www.g2.com/survey_responses/teamleader-review-12764422) --- **"[All-in-One CRM, Projects, and Invoicing in One Clean, Connected Flow](https://www.g2.com/survey_responses/teamleader-review-12534870)"** **Rating:** 4.0/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/teamleader-review-12534870) --- #### What Are G2 Users Discussing About Teamleader? - [What is Teamleader used for?](https://www.g2.com/discussions/what-is-teamleader-used-for) - 1 comment ### 25. [Fitnet Manager](https://www.g2.com/products/fitnet-manager/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 15 **Product Description:** Fitnet Manager is a 100% SaaS collaborative ERP designed for IT services companies, consulting firms, and professional service providers who want to manage their business with a clear and unified vision. Its core strength lies in project-based management. Every project or mission is treated as a unique business case, tracked from start to finish: from commercial opportunities and quotes to resource planning, time tracking, expense management, invoicing, and profitability analysis. This gives companies real-time visibility into margins and financial performance. With Fitnet Manager, all operations are centralized in one platform. Sales and CRM functions manage pipelines, quotes, contracts, and subscriptions. Project management and professional services automation cover multi-project planning, time tracking, and resource allocation. HR and administration modules handle leave, absences, expenses, and skills management. Finance and reporting features provide automated invoicing, multi-currency support, reconciliations, and consolidated reporting. Delivered as a SaaS solution, Fitnet Manager combines user-friendly design, flexible configuration, and open connectivity through APIs and integrations to adapt to each organization. With more than 15 years of experience, it supports hundreds of IT services firms and consulting companies in their growth and transformation. #### What Are Recent G2 Reviews of Fitnet Manager? **"[Streamlines Operations with Comprehensive ERP](https://www.g2.com/survey_responses/fitnet-manager-review-12518554)"** **Rating:** 4.0/5.0 stars *— Elisnara P.* [Read full review](https://www.g2.com/survey_responses/fitnet-manager-review-12518554) --- **"[The app is not available in all languages.](https://www.g2.com/survey_responses/fitnet-manager-review-3405356)"** **Rating:** 4.5/5.0 stars *— Mayara E.* [Read full review](https://www.g2.com/survey_responses/fitnet-manager-review-3405356) --- #### What Are G2 Users Discussing About Fitnet Manager? - [What is Fitnet Manager used for?](https://www.g2.com/discussions/what-is-fitnet-manager-used-for) ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- ## 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/)