# Best CRM Software - Page 64

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,088

### Category Stats (Aug 2026)

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

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 121,900+ Authentic Reviews
- 1,088+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for CRM Software
 ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=576&focus%5B%5D=128650&focus%5B%5D=1934&focus%5B%5D=3296)

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Bigin by Zoho CRM, ActiveCampaign, and Close.

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign&focus%5B%5D=close)

**Sponsored**

### Zoho CRM

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-04T19%3A42%3A05Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=576&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%3Famp%253Border%3Dtop_shelf%26page%3D64&secure%5Btoken%5D=606a231c38b3cc352a197a152c3a83cc42b7ba4b55d16125e3a1cb938518dd8e&secure%5Burl%5D=https%3A%2F%2Fwww.zoho.com%2Fcrm%2Fsignup.html%3Fplan%3Denterprise&secure%5Burl_type%5D=free_trial)

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

Leadchee is an AI-driven Customer Relationship Management (CRM) tool specifically designed for startups. It strives to simplify the process of managing leads and is built to be both cost effective and scalable, making it compatible with businesses of different stages and sizes. Leadchee provides real-time insights and helps startups prioritize their leads effectively. A key feature of Leadchee is its capability to automate follow-ups, reducing manual tasks and helping companies be more efficient in their communication and lead nurturing processes. It also seamlessly integrates into existing workflows, reducing the need for companies to alter their current systems or processes. Unlike traditional enterprise tools that may have unnecessary features for startups, Leadchee aims to only provide functionalities that startups need. It allows for integration with other platforms, offering potential for extended versatility and functionality. Please note that further details about the specific integrations, pricing and FAQs can be found on their website.

#### Who Is the Company Behind Leadchee?

- **Seller:** [Ceres Broker](https://www.g2.com/sellers/ceres-broker)
- **Year Founded:** 2024
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=78f100b660243354ca63438d8a7c9f8052e396fb7ae6a0a84593855b1e9c248b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fceres-broker%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

LeadFlow CRM is India's Facebook lead distribution platform built for sales teams and network marketing distributors. When a Facebook Lead Ad form is filled, LeadFlow automatically assigns the lead to the right team member in seconds - no WhatsApp chaos, no missed leads, no manual distribution. Perfect for Forever Living distributors, insurance agents, real estate teams, and any SMB running Facebook Lead Ads in India. Key Features: - Automatic lead assignment from Facebook Lead Ads - Fair round-robin distribution with daily limits - Real-time push notifications for team members - Manager dashboard with complete lead tracking - Member mobile dashboard with lead management - Plan-based quota system with daily lead limits Plans start at Rs 999 per quota cycle. No monthly subscription. Setup in 20 minutes. Trusted by sales teams across Punjab, Haryana, and Delhi NCR Or India.

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

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

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

LeadHeed is a simple, easy-to-use CRM for beginners and small businesses. It helps you capture leads from forms, live chat, calls/SMS, social messages, and ads, and then qualify leads to create deals and move them through pipeline stages. Moreover, the CRM software allows you to handle your emails and social media messages (Facebook, Instagram, and WhatsApp) in a unified platform. You can assign tasks and automate follow-ups with simple rules while tracking performance with clear reports. LeadHeed is a software company focused on building simple and affordable CRM tools for beginners and small businesses. Its mission is to make lead management and sales follow-up easy to run in a clear process. Its vision is to help growing teams replace spreadsheets and scattered tools with one eas

#### Who Is the Company Behind Leadheed?

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

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

LeadHound is an all-in-one automotive sales platform designed for independent and franchise car dealerships. It consolidates the core tools used by dealership sales departments into a single, web-based system, replacing the need for multiple disconnected software subscriptions across CRM, desking, trade-in appraisal, and inventory management. LeadHound was founded in Calgary, Alberta, Canada, and built by professionals with direct experience working in automotive dealerships. The platform is designed for sales teams of all sizes and is accessible from any device through a standard web browser, with no desktop installation required. Key features of LeadHound include: -CRM with built-in lead ingestion, email, SMS, and click-to-call communication, task management, driver's license scanning, and a visual sales pipeline -Trade-in appraisal module with live market comparables -Desking calculator with live lender program integration, OEM incentives and rebates, dynamic tax and fee calculations, and payment comparisons across terms and rates -Inventory management with enhanced VIN decoding, real-time pricing intelligence, vehicle syndication, and support for new, used, CPO, demo and wholesale units -Reporting and analytics module LeadHound is built around a connected workflow where data entered at any stage of the deal flows through the platform automatically. A trade-in captured on a customer's lead record can be pushed directly to the appraisal suite with one click, where the manager receives a notification, completes the valuation, and the result populates the desking calculator without re-entry. If the ACV is updated during deal structuring, the appraisal record updates automatically. Trade-in vehicles not purchased at the time of appraisal are stored on the customer's profile with estimated equity data, enabling structured follow-up when the customer's equity position improves. The platform supports DMS integration for dealerships that require it.

#### Who Is the Company Behind LeadHound?

- **Seller:** [LeadHound Software](https://www.g2.com/sellers/leadhound-software)
- **Year Founded:** 2025
- **HQ Location:** Calgary, Alberta and Canada
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=33403b15bfbdcb5d5a354f90e1b80687b56a2f0c1b51fd823f28c5cdc078edfc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleadhound-software-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

LeadLab is a simple, affordable CRM built specifically for Indian sales teams replacing Excel and WhatsApp with a real sales pipeline. Manage leads, track follow-ups, and close deals faster — without the complexity of Zoho or HubSpot. → Visual Kanban pipeline board → Hot / Warm / Cold lead tagging → Follow-up reminders & overdue alerts → Lead source tracking (Ads, Referral, WhatsApp, LinkedIn) → One-click WhatsApp outreach → Unlimited team members No setup. No per-user pricing. No complexity. ₹999/year for unlimited users. 14-day free trial included. Built in India. Built for Indian SMBs, agencies, and field sales teams.

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

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

### [LeadMachine AI CRM](https://www.g2.com/products/leadmachine-ai-crm/reviews)

Most CRMs are data warehouses with a sales skin on them. You pour leads in, shuffle them around, and spend half your day updating fields nobody reads. The pipeline looks full. The revenue doesn't follow. That's not a CRM problem. That's a design problem. LeadMachine is an AI-native CRM built from scratch around one idea: your sales tool should tell you what to do next, not wait for you to figure it out. At the center of it is Ledo, a built-in AI assistant who monitors your pipeline around the clock. He surfaces who deserves your attention today, why they're worth the call, and what you should know before you make it. He doesn't live in a chatbot widget bolted to the side of a legacy interface. He's embedded in the workflow, working while you aren't. LeadMachine captures leads automatically from your website, Shopify store, Facebook Lead Ads, and LinkedIn. The moment a lead comes in, it's enriched with company size, industry, revenue estimates, tech stack, and social profiles. No manual research. No Zapier chains. No waiting. The platform runs at $58 per user per month (intro pricing), with unlimited leads and full Ledo access included. There are no seat tiers, no feature gates, and no sales call required to get started. The free trial runs 14 days with no credit card. LeadMachine is built for small business owners who are done managing tools instead of managing relationships, sales teams who want prioritization instead of more dashboards, startups that need an AI co-pilot without enterprise overhead, and Shopify store owners who are sitting on customer data they've never converted into a sales pipeline. It connects with the tools you already use: Shopify, WordPress, Gravity Forms, Google Calendar, Mailchimp, and Facebook Lead Ads via direct webhook. It installs as a PWA on any device. There is no bloated onboarding process. If you have been running HubSpot, Salesforce, or Pipedrive and found yourself spending more time maintaining the CRM than working the leads inside it, LeadMachine was built in response to exactly that experience.

#### Who Is the Company Behind LeadMachine AI CRM?

- **Seller:** [Ask Ledo](https://www.g2.com/sellers/ask-ledo)
- **Year Founded:** 2026
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=051b018362c67780d4af9a3739eaeb1afa1a7a4871e4fa2ecd4faaf03509bb2b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fask-ledo-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

LeadMitraCRM is a CRM software built for Indian small businesses to manage leads, follow-ups, invoices, and sales pipelines from one dashboard. Capture leads from WhatsApp, JustDial, and IndiaMart. Automate follow-up reminders, assign leads to staff, generate invoices, and track team performance in real time. Starts at ₹500/month with a 14-day free trial.

#### Who Is the Company Behind LeadMitraCRM?

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

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

Leadnics helps sales teams manage contacts, track deals, and close more business with powerful automation and insights.

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

- **Seller:** [Metafic](https://www.g2.com/sellers/metafic)
- **Year Founded:** 2023
- **HQ Location:** Chicago, IL
- **Twitter:** @metafic\_co  
154 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=05f8404ab971cf4861789618fd6f4ec76108dcdb21c144681100034f749af39e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmetafic&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

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

Leadrealizer is the CRM built for how selling actually happens on WhatsApp, over calls, through LinkedIn DMs, and on the move. A unified inbox, daily action plan, and an AI sales companion that drafts follow-ups, suggests next steps, and reminds you before deals go cold. Human-supervised. Mobile-first. Built for founders and small sales teams who are done losing deals to admin overload.

#### Who Is the Company Behind LeadRealizer?

- **Seller:** [Leadrealizer Solutions](https://www.g2.com/sellers/leadrealizer-solutions)
- **Year Founded:** 2024
- **HQ Location:** Cologne, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=07a249578f500dcdd7c201dc9c60ce56998b1f02e46f42b7043ceefaa6e268aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleadrealizer-solutions&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

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

LeadSpheres gives service businesses an AI receptionist that answers every inbound call, handles customer questions naturally, and books appointments directly into your calendar — 24 hours a day, without any human involvement. When a lead calls your roofing company, HVAC business, med spa, dental practice, or contracting firm — the AI picks up in under 9 seconds. It greets them by your business name, answers their questions about services and pricing, handles common objections, and schedules the appointment in real time. The lead gets a confirmation. You get a notification. You never had to stop working. Behind every call, LeadSpheres runs a full automation engine. Lead status updates automatically. Reminder sequences fire before every appointment. If a lead doesn't book on the first call, a multi-step nurture sequence follows up across SMS, email, and WhatsApp — triggered by pipeline stage, running without you. And if a call ever goes unanswered, a personalised text-back fires within 30 seconds as a fallback. The result is a complete lead capture and conversion system that runs independently — capturing, qualifying, booking, and nurturing every lead from every channel while the business owner focuses entirely on the work.

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

- **Seller:** [LeadSpheres](https://www.g2.com/sellers/leadspheres)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=64a05ed3b2d47a1c26adc440473864e99785998180f8b69bcfcf1e07c245d534&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleadspheres%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

Leaf CRM is a customer relationship management software designed for businesses that generate leads from paid ads, websites, and forms. Leaf captures every lead and auto-assigns them to the right salesperson instantly while giving you real-time insights into sales and campaign performance.

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

- **Seller:** [Red Ant Technology](https://www.g2.com/sellers/red-ant-technology)
- **Year Founded:** 2009
- **HQ Location:** Petaling Jaya, MY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5a897ac780e89cfa19efb4a1ac4c9301fc973d83d955edaa6e3ed552593464d5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fred-ant-technology-sdn-bhd%2F&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

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

Leapify is an AI business platform for small and mid-sized businesses that automates sales, marketing, customer service, and operations. It captures and qualifies leads, follows up instantly by call, text, or email, books appointments, processes orders, and answers customer questions in real time. Leapify predicts churn, recommends next best actions, and uncovers upsell and cross-sell opportunities. It also builds and sends targeted campaigns, optimizes pricing, and tracks performance in one place. By learning from your business data, Leapify helps you respond faster, retain more customers, and grow revenue—while reducing the need for additional staff.

#### Who Is the Company Behind Leapify?

- **Seller:** [Leapify](https://www.g2.com/sellers/leapify)
- **Year Founded:** 2023
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=709a852d1d2a99858f1cfe4bac1e47f6bb4a93fd05f2c19567ab1f3b53794266&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleapifyinc%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [LEDSAK](https://www.g2.com/products/ledsak-technologies-private-limited-ledsak/reviews)

LEDSAK is a comprehensive, AI-powered CRM and marketing platform designed to help sales professionals and businesses streamline lead management with ease, anytime and anywhere. Experience a seamless, efficient, and user-friendly solution that eliminates complexity, allowing you to focus on driving results.

#### Who Is the Company Behind LEDSAK?

- **Seller:** [Ledsak](https://www.g2.com/sellers/ledsak-39321b3d-1f78-46dd-b6e0-fb517a15cd8c)
- **Year Founded:** 2024
- **HQ Location:** New Delhi, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9926d2381356613bd49493fcee245300b56fcb2b6495867836fec7fc9ef5ac41&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fledsak%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

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

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

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

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

Locomotive est une plateforme SaaS qui aide les entreprises à centraliser et piloter leurs échanges clients dans un seul outil. Elle regroupe notamment la messagerie, les appels manqués, le webchat, les avis Google, les leads email, les messages automatisés, les paiements et les intégrations, pour permettre aux équipes de gagner du temps, mieux suivre leurs prospects et clients, et traiter plus efficacement chaque demande.

#### Who Is the Company Behind Locomotive?

- **Seller:** [Locomotive](https://www.g2.com/sellers/locomotive)
- **Year Founded:** 2020
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c453153c36dcdc384ade62c731ff50dcda856cdb4657d8dfb5c5165e5d00bf95&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flocomotive-hq%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

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Spotlight Categories

[Background Check Software](https://www.g2.com/categories/background-check)

[AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant)

[Enterprise Risk Management (ERM) Software](https://www.g2.com/categories/enterprise-risk-management-erm)

[Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking)

[Remote Monitoring & Management (RMM) Software](https://www.g2.com/categories/remote-monitoring-management-rmm)

Similar Categories

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

- [Contract Management](/categories/contract-management)
- [Customer Revenue Optimization](/categories/customer-revenue-optimization)
- [E-Signature](/categories/e-signature)
- [Field Sales](/categories/field-sales)
- [Other Sales](/categories/other-sales)

- [Partnerships Management](/categories/partnerships-management)
- [PreSales](/categories/presales)
- [Quote Management](/categories/quote-management)
- [Revenue AI Platforms](/categories/revenue-ai-platforms)
- [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i)

[Browse CRM Themes](/categories/crm/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated March 5, 2025

Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The [best CRM software](https://www.g2.com/articles/best-crm-software) centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships.

CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles.

[CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals.

There are many different [types of CRM software](https://learn.g2.com/types-of-crm-software) provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help.

The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication.

To qualify for inclusion in the CRM category, a product must:

- Provide a bounded set of sales-related functions
- Provide lead, contact, account, and opportunity management functions
- Capture and store sales activities and interactions performed
- Consolidate customer history and transactions into a single interface
- Track prospects and contacts throughout the sales pipeline
- Facilitate communication at all phases of the customer lifecycle
- Provide reporting features to track sales performance
- Provide workflow automation capabilities to streamline sales processes
- Integrate functions into a unifying database and platform

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