Best CRM Software - Page 7

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 3,101

Category Stats (Nov 2026)

  • Average Rating: 4.42/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: HelloGrowthCRM (+29.64%) - Among all products in this category, HelloGrowthCRM recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 134,400+ Authentic Reviews
  • 3,101+ 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

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

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

VBOUT

VBOUT is an AI-enabled marketing platform that helps small teams create big businesses. VBOUT is trusted by 1000’s of businesses worldwide to automate and centralize their marketing while delivering engaging, personalized experiences to their audiences. Agencies and partners use VBOUT directly or through a white label setup to build custom plans, manage sub-accounts and share assets from one client account to many. With VBOUT, you can: - Boost productivity, deliver personalized content, and increase ROI using AI-powered features. - Streamline interactions with a multi-channel AI chatbot. - Manage all your social media from one place. - Engage with your customers by creating and sending winning email campaigns. - Design stunning, personalized and dynamic landing pages with no coding. - Create automations with an intuitive visual builder. - Nurture leads from click to close - and beyond. - Grow and maintain your audience lists easily. - Track and analyze all your marketing activities on a customizable dashboard. The platform has AI-powered features, AI chatbot, easy drag-and-drop landing pages and forms, an intuitive visual automation builder, social media management, email marketing tools and a growing library of pre-built templates for a broad range of marketing campaigns. In-depth, native analytics and lead tracking provide marketers a full view of their pipeline, list engagement and campaign performance. Growing businesses and agencies trust VBOUT’s flexible platform and award-winning, free premium support to help them attract the right customers, convert more visitors into customers, and run complete marketing campaigns in one easy-to-use platform.

Average Rating: 4.7/5.0

Total Reviews: 258

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Get 25% off the VBOUT marketing automation platform and unlock all the features (email marketing, landing pages, social media, automation, lead management, analytics & more)

Price: ~~$100/user/month~~ → $75/user/month

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How Do G2 Users Rate VBOUT?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind VBOUT?

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 89% Small, 10% Medium

What Do G2 Reviewers Say About VBOUT?

AI-generated summary from verified user reviews

Pros
  • Users value the versatile and user-friendly email marketing capabilities of VBOUT, enhancing their overall marketing efficiency.
  • Users appreciate the ease of use of VBOUT, enabling quick creation of landing pages and email sequences effortlessly.
  • Users praise VBOUT for its versatile and powerful features, allowing efficient management of diverse marketing tasks in one platform.
  • Users appreciate the ease of creating landing pages with VBOUT, enhancing their marketing efficiency and versatility.
  • Users love VBOUT for its powerful features, offering versatility and ease in managing complex marketing needs effortlessly.
Cons
  • Users find VBOUT's email sending caps limiting, hindering large campaign effectiveness compared to other market options.
  • Users find the email sending caps limiting, which restricts their ability to run large campaigns effectively.
  • Users find the complex usage of VBOUT challenging, though it suffices for creating basic landing pages.
  • Users find VBOUT's email sending caps limiting, hindering large campaign operations compared to other market options.
  • Users find VBOUT's email sending caps inefficient, hindering businesses with large campaign needs compared to other options.

What Are Recent G2 Reviews of VBOUT?

What Are G2 Users Discussing About VBOUT?

Flowlu

Flowlu is a cloud-based business management platform designed to help teams plan, track, and optimize their work in a single, centralized workspace. It provides a suite of tools for project management, CRM, task tracking, financial management, team collaboration, and knowledge sharing. Flowlu is built to streamline operations, improve productivity, and ensure seamless communication across teams, making it an ideal solution for businesses of all sizes, from startups to large enterprises. Flowlu supports organizations across various industries by offering tools to: Manage projects efficiently with task assignments, deadlines, progress tracking, and automated workflows. Streamline sales processes with an integrated CRM, pipeline management, and automated follow-ups. Optimize financial operations through invoicing, expense tracking, budgeting, and revenue forecasting. Enhance team collaboration with real-time communication, shared workspaces, and internal chat. Store and distribute knowledge with an internal and external knowledge base for easy access to critical information. Key Features & Benefits Project Management: Utilize Kanban boards, Gantt charts, and task dependencies for structured planning and execution. CRM & Sales Automation: Track leads, manage opportunities, and set up automated workflows for follow-ups and deal tracking. Financial Management: Create invoices, process payments, monitor expenses, and gain real-time insights into business profitability. Customization: Personalize workflows, dashboards, reports, and fields to fit specific business needs. Time Tracking & Workload Management: Monitor time spent on tasks and balance workloads to enhance team efficiency. Client Portal: Securely share project updates, invoices, and documents with clients for smooth communication. Who Can Benefit from Flowlu? Flowlu is designed for small to mid-sized businesses, agencies, freelancers, and enterprises that need an all-in-one platform to manage their projects, finances, and client relationships. It is particularly valuable for service-based businesses, consulting firms, IT companies, creative agencies, and product development teams looking to improve efficiency and organization. By centralizing essential business operations, Flowlu eliminates the need for multiple disconnected tools, enabling teams to stay organized, productive, and focused on achieving their goals.

Average Rating: 4.7/5.0

Total Reviews: 206

How Do G2 Users Rate Flowlu?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.6/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Flowlu?

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 90% Small, 9% Medium

What Do G2 Reviewers Say About Flowlu?

AI-generated summary from verified user reviews

Pros
  • Users celebrate the efficiency of Flowlu, benefiting from its all-in-one platform for streamlined project management and organization.
  • Users highlight the intuitive interface of Flowlu, making project management seamless and enhancing overall productivity.
  • Users value the affordability of Flowlu, finding its advanced features an excellent investment for their company's productivity.
  • Users love the versatile functionality of Flowlu, appreciating its regular updates and comprehensive system design.
  • Users appreciate the robust automation capabilities of Flowlu, enjoying its seamless integration of numerous functions in one system.

What Are Recent G2 Reviews of Flowlu?

What Are G2 Users Discussing About Flowlu?

Onpipeline

Manage sales from lead to revenue. Onpipeline is an adaptable sales CRM that helps teams manage the entire sales process from lead to revenue. It brings contacts, deals, activities, quotes, approvals, e-signatures, invoices and recurring revenue into one connected platform. Onpipeline combines ease of use with flexible workflows, multiple pipelines, unlimited contacts and deals, built-in automation, reporting, integrations and an API included in every plan. It gives sales teams clear visibility, reduces reliance on disconnected tools and supports lasting customer relationships from first contact to retention and growth. Users can customize their sales pipelines to reflect their unique business needs, allowing for a more personalized approach to deal management. Additionally, the platform supports seamless integration with other business tools through APIs, ensuring that users can connect their existing systems with ease. The platform also offers automation capabilities, which help reduce manual tasks and free up time for sales teams to focus on high-priority activities. Centralized communication tools facilitate collaboration among team members, while activity scheduling features enable users to manage their time effectively. The inclusion of robust reporting and analytics tools allows users to monitor performance, assess team productivity, and generate valuable sales forecasts. Onpipeline's functionality extends to lead management, enabling users to capture and manage leads from multiple sources through web forms and web services. The platform also includes features for appointment scheduling, allowing customers to book meetings and calls directly, which can save time and streamline the sales process. Furthermore, users can create and manage quotes with ease, incorporating elements such as manager approval, stock control, client e-signatures, and customizable templates to enhance the sales experience. Overall, Onpipeline stands out in the CRM category by providing a comprehensive suite of tools that cater to the specific needs of small to midsize businesses. Its focus on automation, customization, and collaboration ensures that sales teams can work more efficiently and effectively, ultimately leading to improved customer relationships and increased sales performance.

Average Rating: 4.7/5.0

Total Reviews: 29

How Do G2 Users Rate Onpipeline?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Onpipeline?

  • Seller: Onpipeline
  • Year Founded: 2019
  • HQ Location: DE 19901 United States
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 66% Small, 41% Medium

What Do G2 Reviewers Say About Onpipeline?

AI-generated summary from verified user reviews

Pros
  • Users value the customer interaction tracking feature that enhances follow-up capabilities for sales representatives.
  • Users value the lead tracking capabilities of Onpipeline, enhancing follow-up efficiency for sales representatives.
  • Users value the simplicity of Onpipeline, finding it clean, straightforward, and easy to navigate.
  • Users appreciate the simplicity and user-friendliness of Onpipeline, making their CRM experience seamless and efficient.
Cons
  • Users are frustrated by the missing features, particularly the lack of easy quote conversion and mobile app access.
  • Users find Onpipeline not user-friendly due to the difficulty in converting quotes to invoices and lack of mobile app.

What Are Recent G2 Reviews of Onpipeline?

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Formaloo

Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever. Formaloo is the world’s leading free form builder and no-code platform for creating powerful forms, surveys, dashboards, CRMs, and custom business apps, all without writing a single line of code. Trusted by 35,000+ businesses worldwide, Formaloo lets teams build AI-powered forms, smart surveys, quizzes, calculators, customer portals, membership sites, HR dashboards, and internal tools, all from one centralized, scalable platform.

Average Rating: 4.6/5.0

Total Reviews: 184

G2 Deal: 50% off all Formaloo Plans

Enjoy 50% off of your first purchase. All plans included. Eligibility terms: 1. This offer is exclusive to G2 buyers. 2. This offer is only available for new users in Formaloo. More information: https://www.formaloo.com/pricing/

View this exclusive G2 deal

How Do G2 Users Rate Formaloo?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Formaloo?

  • Seller: Formaloo
  • Year Founded: 2020
  • HQ Location: Toronto, CA
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, Director
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 85% Small, 9% Medium

What Do G2 Reviewers Say About Formaloo?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Formaloo, appreciating the intuitive form builder and efficient setup process.
  • Users value the flexibility of Formaloo, enabling easy customization and seamless integration for diverse client needs.
  • Users find the easy setup of Formaloo effective, enabling quick deployment for various forms and client management.
  • Users value the customization options of Formaloo, enabling personalized, branded forms that enhance user engagement and data collection.
  • Users find Formaloo's easy implementation crucial for seamless integration and efficient form management across multiple clients.
Cons
  • Users express a desire for missing features like native MCP and improved UI for complex logic and designs.
  • Users express frustration with template management, finding it inconvenient to navigate and lacking flexibility in organization.
  • Users find dashboard issues frustrating, particularly with complex logic and limited precision in layout customization.
  • Users find layout issues in Formaloo frustrating, especially when handling complex rules and navigating templates.
  • Users find the learning curve challenging, especially with complex logic rules and limited UI clarity.

What Are Recent G2 Reviews of Formaloo?

What Are G2 Users Discussing About Formaloo?

SendPulse

SendPulse is an AI-driven email and chatbot marketing platform that helps scaling businesses acquire, grow, and retain customers through email and chatbot conversations — all powered by a built-in CRM that streamlines sales and marketing efforts from start to finish. Trusted globally for more than 11 years, the company now serves over 200,000 customers, with substantial operations spanning Latin America (with an office in Brazil) and Europe as part of its international footprint. SendPulse features include: - bulk email and SMS service; - sales pipeline automation; - transactional emails; - Facebook Messenger, Instagram, Telegram, WhatsApp (SendPulse is an official WhatsApp Business API provider), TikTok, and Viber chatbot builder; - web push notification service; - website builder; - live chat builder; - CRM system; - online course builder and LMS; - pop-up forms with an NPS survey widget; - - a library of 50+ ready-made integrations (Zapier, Shopify, WooCommerce, Salesforce, HubSpot, and more) No matter which SendPulse service you choose to work with, it will feature our platform's core components: intuitive, no-code interface; user-friendly drag-and-drop builder with extensive customization options; seamless integration of individual services within the platform; user access levels and teamwork tools so your whole team can collaborate; and advanced marketing and sales automation capabilities. You can seamlessly combine all services into a unified system to create automated sales pipelines. SendPulse’s online course builder integrates various marketing and sales automation tools, allowing you to effortlessly engage new students, nurture relationships with your existing audience, and effectively monetize your expertise. SendPulse is always available on your smartphone, enabling you to launch marketing campaigns, interact with your chatbot subscribers, and manage your audience from anywhere. Online courses created with SendPulse's course builder are also accessible on mobile devices. Education by SendPulse is a user-friendly app that allows students to create and edit their profiles, enroll in courses, track their learning progress, and communicate with instructors. You only need a smartphone or tablet to register, create a student account, and successfully start and complete your training. SendPulse offers a wide range of comprehensive, seamlessly integrated marketing solutions. Our core objective is to optimize marketers’ and business owners’ workflows and empower them to drive company growth through more efficient sales and marketing processes. With SendPulse, you can efficiently: - Build and segment your audience. - Manage all your sales and marketing activities from a single platform. - Track and analyze the effectiveness of your deals. - Make data-driven decisions based on actionable insights. - Boost your sales through personalized messaging tailored to subscribers across every stage of your sales funnel. SendPulse offers unlimited email campaigns, 24/7 live support, exceptional deliverability, and detailed reporting on every pricing plan. Our free-forever plan includes 15,000 emails per month, while paid subscriptions start at just $9.60 per month (billed annually – a 20% discount off the standard $12/month rate, 500 subscribers).

Average Rating: 4.6/5.0

Total Reviews: 695

How Do G2 Users Rate SendPulse?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.4/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind SendPulse?

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 90% Small, 9% Medium

What Do G2 Reviewers Say About SendPulse?

AI-generated summary from verified user reviews

Pros
  • Users find SendPulse to be an easy-to-use platform, making it accessible and efficient for everyone.
  • Users value the user-friendly automation in SendPulse, appreciating straightforward setup and effective integration with chatbots.
  • Users highlight the easy setup of SendPulse, making initial transitions smooth and hassle-free for various marketing needs.
  • Users commend SendPulse for its responsive customer support, aiding them effectively during the learning phase.
  • Users appreciate the user-friendly platform of SendPulse, benefiting from its precise tools and multi-channel approach.
Cons
  • Users note a lack of features, with outdated UI and basic analytics hindering overall functionality and user experience.
  • Users find SendPulse has limited features, including a dated UI and basic analytics, impacting overall functionality.
  • Users find the learning curve steep at first, but knowledge improves user engagement and feature utilization over time.
  • Users note limited options in SendPulse, expressing a desire for more features and customization improvements.
  • Users find the pricing high for SendPulse, especially when integrating multiple marketing layers, impacting overall value.

What Are Recent G2 Reviews of SendPulse?

What Are G2 Users Discussing About SendPulse?

Bitrix24

Bitrix24 is an all-in-one business workspace that combines vibe coding platform, CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Build working apps, internal tools, and web pages from plain-language prompts — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place.

Average Rating: 4.1/5.0

Total Reviews: 582

How Do G2 Users Rate Bitrix24?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Bitrix24?

  • Seller: Bitrix24
  • Company Website:
  • Year Founded: 1998
  • HQ Location: Alexandria, Virginia
  • LinkedIn® Page: www.linkedin.com
    269 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Marketing Manager, Project Manager
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 56% Small, 34% Medium

What Do G2 Reviewers Say About Bitrix24?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Bitrix24, enabling streamlined project management and centralizing communication effectively.
  • Users appreciate the seamless team collaboration of Bitrix24, thanks to integrated tools and automation that enhance efficiency.
  • Users appreciate the centralized task management of Bitrix24, streamlining projects and boosting productivity effortlessly.
  • Users appreciate the integration of multiple tools in Bitrix24, simplifying project management and enhancing workflow efficiency.
  • Users love the feature abundance of Bitrix24, seamlessly managing leads, deals, and tasks in one platform.
Cons
  • Users often find the learning curve steep with Bitrix24, struggling with the complex and cluttered interface while navigating features.
  • Users find missing features like email automation and notification issues hinder performance and ease of use.
  • Users find limited features in Bitrix24, especially lacking in email automation and marketing insights integration.
  • Users find Bitrix24 lacking features for advanced tasks, requiring additional tools for effective email automation and complex operations.
  • Users experience performance issues with Bitrix24, including slow operation and delayed mobile app notifications, causing frustration.

What Are Recent G2 Reviews of Bitrix24?

What Are G2 Users Discussing About Bitrix24?

Goals.com

Goals.com is a simple, easy solution for sales performance management, field service management and managing team production. Built upon the premise that busy sales leaders and busy sales teams need a quick, accurate picture of the essential metrics and tools to help drive more sales, Goals.com provides intuitive software that integrates the key information to make the sales process more efficient for any team in both B2B and B2C focused industries. From the dynamic user dashboard which highlights individual progress over the course of a month, quarter and year for sales representatives to sweeping highlights of the entire team for sales leaders and managers, Goals.com provides the essentials for any business to thrive without the clutter and confusion of other platforms. Additional features include sales contest generation, highlights and a customer success team dedicated to being a partner and guide for your account for its entire life. Goals.com has everything a small, medium or large business needs to analyze performance, promote development and ultimately drive more sales.

Average Rating: 4.9/5.0

Total Reviews: 26

How Do G2 Users Rate Goals.com?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Goals.com?

  • Seller: Goals.com
  • Year Founded: 2023
  • HQ Location: Minneapolis, MN
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Consumer Services
  • Company Size: 100% Small

What Do G2 Reviewers Say About Goals.com?

AI-generated summary from verified user reviews

Pros
  • Users find Goals.com to be an easy-to-adopt platform, facilitating a smooth transition into their roles.
  • Users find Goals.com to be easy to adopt, allowing for a smooth transition into their roles.
  • Users find Goals.com to be easy to adopt, facilitating a smooth transition and quick acclimatization to new roles.
  • Users find the easy access of Goals.com helps them quickly adapt to their roles and systems.
Cons
  • Users express concern over redundancy in notifications, finding email alerts unnecessary when the portal is consistently open.
  • Users find the redundancy in notifications excessive, as they prefer less email clutter when using the portal.

What Are Recent G2 Reviews of Goals.com?

Coevera

Coevera is an AI-powered CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers: companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, the company has built sales software since 2011. Its promise today: a sales process that is visible, teachable and repeatable. The platform is industry-agnostic; historically, its strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Frontline managers coach from a pipeline that reflects what is actually happening. Sellers use it because the pipeline is visual and the next step is obvious. A CRM your team actually adopts: visual pipeline management with drag-and-drop deals and Kanban, list, chart and bubble views gives sellers clarity at a glance, with a short learning curve; a map view is available as an add-on. Onboarding a new user takes about two hours. Implementation runs about four weeks. See the whole buying committee, not just the contact: buying centers and relationship maps show who influences the deal, who is blocking it and where the relationship is thin, the detail that decides complex, multi-stakeholder sales. Your sales process, enforced where the work happens: guided selling puts your stages, required activities and qualification criteria in front of the seller in the flow of work, so the process is followed rather than documented. That is what makes a forecast defensible. AI that collaborates, not just automates: Voyager AI shows its reasoning, asks before it acts and learns when corrected. Voyager 1 is included in every edition; Voyager 2 agents, including one that gives contextual guidance on next steps inside a deal, are a paid add-on that runs on credits, with a free monthly allowance. MCP Server support connects Coevera to compatible AI assistants. Coaching built into the deal: more than 1,600 Sales POP! episodes power the Voyager 2 Real Time Sales Assistant, which surfaces relevant expertise when a seller needs it. No-code automation your own team owns: Automatizer lets sales operations build and change multi-step workflows without a full-time administrator. It is included in the Enterprise edition (25 processes a month) and the Unlimited edition (100 processes a month) and is available as an add-on for Business. Reporting and forecasting included: dashboards, pipeline analytics and forecasting are built in, with no separate BI license. The BI Feeder add-on exports raw data to Tableau, Power BI and other tools. A total cost of ownership you can model: transparent per-user pricing, no six-figure implementation and no administrator headcount to fund year after year. Three editions at $85, $115 and $150 per user per month, billed annually.

Average Rating: 4.6/5.0

Total Reviews: 454

How Do G2 Users Rate Coevera?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Coevera?

Who Uses This Product?

  • Who Uses This: Business Development Manager, CEO
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 71% Small, 23% Medium

What Do G2 Reviewers Say About Coevera?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Coevera, benefiting from its intuitive interface and minimal training requirements.
  • Users appreciate the easy tracking of deals in Pipeliner CRM, finding the sales pipeline clear and intuitive.
  • Users appreciate the excellent service and intuitive interface of Pipeliner, enhancing daily productivity and workflow management.
  • Users appreciate the user-friendly interface of Coevera, making navigation and deal tracking straightforward and efficient.
  • Users appreciate the user-friendly interface of Coevera, finding it intuitive and easy to navigate for better organization.
Cons
  • Users find the limited customization options in Coevera inadequate for complex workflows and organization needs.
  • Users find the product expensive, which can be a burden for small businesses despite license flexibility.
  • Users find the complexity of Coevera challenging, especially with advanced customization and large organizational needs.
  • Users experience integration issues with Coevera, limiting compatibility with other tools and hindering overall flexibility.
  • Users face a steep learning curve initially due to the complexity and abundance of features in Coevera.

What Are Recent G2 Reviews of Coevera?

What Are G2 Users Discussing About Coevera?

Ontraport

Ontraport is a CRM and marketing automation platform designed for small and mid-sized businesses that need to manage contacts, automate marketing and sales, process payments, and build web experiences from a single system. Core Value Proposition: Unlike point solutions that require businesses to integrate multiple tools, Ontraport centralizes customer data, marketing automation, sales pipelines, payment processing, and website management in one shared database. This unified architecture allows teams to create connected workflows across every stage of the customer lifecycle without relying on third-party integrations or custom development. Who Should Use Ontraport: Ontraport is built for marketing, sales and operations teams at established businesses that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core Features and Capabilities: Ontraport's CRM and contact management gives teams a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines. Marketing automation spans email and SMS with behavioral triggers, lead routing, and attribution reporting. Payments and ecommerce tools include order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center. Dynamic CMS provides no-code tools for building websites, landing pages, membership sites, online courses, and customer portals. A shared inbox centralizes customer communications across channels for support and sales teams, while the AI Assistant runs inside automations to segment contacts, personalize messaging, and route communications automatically. Reporting and analytics tools track campaign performance, revenue attribution, and contact-level activity history. Integrations and Access: Ontraport integrates with third-party tools via API and Zapier and supports custom development through an open API. The platform is web-based and includes a mobile app for iOS and Android. Founded in 2006 and headquartered in California, Ontraport serves thousands of businesses across more than 60 countries.

Average Rating: 4.5/5.0

Total Reviews: 258

How Do G2 Users Rate Ontraport?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Ontraport?

  • Seller: Ontraport
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Covina, CA
  • LinkedIn® Page: www.linkedin.com
    83 employees on LinkedIn®
  • Phone: +1 (855) 668-7276

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Professional Training & Coaching, Marketing and Advertising
  • Company Size: 93% Small, 5% Medium

What Do G2 Reviewers Say About Ontraport?

AI-generated summary from verified user reviews

Pros
  • Users praise the amazing customer support of Ontraport, highlighting responsive agents and helpful assistance during setup.
  • Users value the amazing customer support from Ontraport, appreciating the quick and knowledgeable assistance provided.
  • Users value the exceptional customer support of Ontraport, finding assistance prompt and effective for their needs.
  • Users find Ontraport's interface user-friendly and intuitive, making it easy to manage CRM and automation tasks.
  • Users value the automation capabilities of Ontraport, effectively streamlining their email marketing and client interactions.
Cons
  • Users find the learning curve steep initially, making it difficult to navigate Ontraport’s complex ecosystem.
  • Users find the learning curve not intuitive, often needing support to navigate the platform effectively.
  • Users criticize Ontraport for poor customer support, particularly regarding their inflexible refund policy and steep learning curve.
  • Users are frustrated by Ontraport's no refund policy that applies rigidly, complicating their billing experience.
  • Users find the contact management process confusing and are frustrated with automatic billing for additional contacts.

What Are Recent G2 Reviews of Ontraport?

What Are G2 Users Discussing About Ontraport?

Teamwork CRM

Teamwork.com offers a suite of integrated business management apps that enables teams to communicate seamlessly, collaborate effortlessly, drive sales, support clients and efficiently deliver on all your projects. Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your sales process — giving you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly where to focus their time and see how each deal is progressing at every stage of the sales cycle.

Average Rating: 4.1/5.0

Total Reviews: 59

How Do G2 Users Rate Teamwork CRM?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Teamwork CRM?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 55% Small, 32% Medium

What Do G2 Reviewers Say About Teamwork CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Teamwork CRM intuitive and straightforward, making sales management effortless and consistent for their teams.
  • Users value the easy setup of Teamwork CRM, appreciating its intuitive interface that enables quick team onboarding.
  • Users appreciate the intuitive and straightforward design of Teamwork CRM, enhancing productivity and ease of use.
  • Users love the intuitive interface of Teamwork CRM, making it easy to use and ensuring smooth sales workflows.
  • Users appreciate the centralized lead tracking in Teamwork CRM, fostering team collaboration and simplifying sales management.
Cons
  • Users express frustrations with the limited customization options in Teamwork CRM, affecting functionality and user experience.
  • Users experience missing features in Teamwork CRM, particularly in email integration, mobile functionality, and advanced tools.
  • Users experience inconsistent email integration with issues in threading and organization, affecting overall usability and efficiency.
  • Users frequently experience feature issues with email integration and limited functionalities that hinder efficient workflow.
  • Users face integration issues with Teamwork CRM, struggling with limited email connectivity and reliance on third-party tools.

What Are Recent G2 Reviews of Teamwork CRM?

What Are G2 Users Discussing About Teamwork CRM?

Kommo

Kommo is a comprehensive Messaging CRM solution designed to assist businesses that rely on messaging platforms such as WhatsApp, Instagram, Telegram, and others for communication. By consolidating all conversations into a single, user-friendly interface, Kommo enables teams to enhance their relationships with customers, streamline lead management processes, and make informed, data-driven decisions. This innovative CRM is particularly beneficial for businesses that prioritize customer engagement through messaging apps. With its unified inbox, Kommo allows users to manage communications from various channels—including WhatsApp, Instagram, email, calls, and web chat—within one dashboard. This feature ensures that no conversation goes unnoticed, facilitating timely responses and fostering stronger connections with clients. The ability to capture leads directly from WhatsApp Business and Instagram further enhances its utility, as it automatically creates lead profiles and organizes them into customizable sales pipelines. One of the standout features of Kommo is its no-code chatbot functionality. This allows businesses to implement 24/7 lead qualification and automated support without requiring any programming expertise. The simple visual builder empowers users to create chatbots that can handle inquiries and engage with potential customers around the clock, ensuring that opportunities are not missed. Additionally, the workflow automation capabilities streamline repetitive tasks, follow-ups, and transitions within sales pipelines, allowing teams to concentrate on high-value interactions and closing deals. Kommo also offers a complete sales toolkit that includes chat, calling, email, broadcasts, web forms, lead capture tools, and analytics dashboards. The mobile app for both iOS and Android ensures that users can manage their communications and leads on the go. With AI-powered tools that provide message suggestions, lead enrichment, and conversation summaries, Kommo enhances productivity and supports teams in making quicker, more informed decisions. The setup process for Kommo is designed to be quick and efficient, enabling users to connect their messaging channels, import contacts, and begin managing leads within minutes. With free onboarding and multilingual support, businesses can easily transition to this messaging-first CRM. Overall, Kommo stands out as a powerful tool for businesses looking to improve their customer communication, automate processes, and ultimately drive sales growth.

Average Rating: 4.2/5.0

Total Reviews: 109

How Do G2 Users Rate Kommo?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Kommo?

  • Seller: Kommo
  • Company Website:
  • Year Founded: 2009
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    478 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 73% Small, 11% Medium

What Do G2 Reviewers Say About Kommo?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless integrations of Kommo, enhancing workflow and centralizing communication effectively.
  • Users appreciate the intuitive and user-friendly design of Kommo, making management of communications effortless and efficient.
  • Users appreciate the time-saving automation features of Kommo, enhancing organization and efficiency in customer communications.
  • Users love the intuitive and user-friendly interface of Kommo, making communication and management seamless and efficient.
  • Users value the effective task management of Kommo, facilitating seamless organization and timely follow-ups in their workflows.
Cons
  • Users find that the lack of technical expertise in the support team can delay problem resolution and communication.
  • Users frequently face integration issues with Kommo, leading to frustration and delays in functionality and support.
  • Users find the learning curve challenging, particularly with initial setup and understanding advanced features and automations.
  • Users find the limited customization options somewhat restrictive, making it challenging to tailor features effectively.
  • Users often face connectivity issues with Kommo, as updates can be slow and integrations lag frequently.

What Are Recent G2 Reviews of Kommo?

What Are G2 Users Discussing About Kommo?

Altvia

Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com.

Average Rating: 4.5/5.0

Total Reviews: 15

How Do G2 Users Rate Altvia?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.5/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Altvia?

Who Uses This Product?

  • Top Industries: Venture Capital & Private Equity, Financial Services
  • Company Size: 73% Small, 13% Medium

What Do G2 Reviewers Say About Altvia?

AI-generated summary from verified user reviews

Pros
  • Users praise Altvia for its exceptional customer support, noting quick responses and dedicated assistance from the team.
  • Users commend the exceptional customer service of Altvia, emphasizing rapid responses and outstanding support from the team.
  • Users value the exceptional customer service from Altvia, enhancing their overall experience and satisfaction with the tool.
  • Users find Altvia to be extremely intuitive and user-friendly, enabling quick learning and efficient daily use.
  • Users value the comprehensive data in Altvia, enhancing reporting, organization, and communication efficiency with LPs.
Cons
  • Users struggle with email issues, as logging interactions remains cumbersome with inadequate integration and support.
  • Users find the product expensive due to additional costs for features and limitations in the mailing system.
  • Users find it cumbersome to repeat data entry and desire better automation and scalability in Altvia's file management.
  • Users report integration issues with Altvia, particularly with email logging and reporting, affecting overall efficiency.
  • Users feel Altvia is missing essential features for modern business needs, particularly in email functionality and template creation.

What Are Recent G2 Reviews of Altvia?

Pipeline CRM

Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry.

Average Rating: 4.3/5.0

Total Reviews: 913

How Do G2 Users Rate Pipeline CRM?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Pipeline CRM?

  • Seller: Pipeline CRM
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Seattle, WA
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®
  • Phone: +1 (866) 702-7303

Who Uses This Product?

  • Who Uses This: Account Manager, Owner
  • Top Industries: Construction, Marketing and Advertising
  • Company Size: 65% Small, 27% Medium

What Do G2 Reviewers Say About Pipeline CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Pipeline CRM, enjoying its intuitive interface and organized approach to deal management.
  • Users praise Pipeline CRM for its intuitive interface, enabling quick learning and efficient management of deals and contacts.
  • Users admire the simple and organized pipeline management of Pipeline CRM, enhancing deal tracking and team consistency.
  • Users appreciate the efficient customer management features of Pipeline CRM, enhancing organization and visibility in client relationships.
  • Users praise Pipeline CRM's fast and helpful customer support, enhancing their overall experience and satisfaction.
Cons
  • Users find the limited features of Pipeline CRM restrict their ability to customize and automate workflows effectively.
  • Users find limited customization in Pipeline CRM, hindering advanced workflows and third-party integration capabilities.
  • Users experience integration issues with Pipeline CRM, facing limitations with third-party apps and data syncing challenges.
  • Users note the missing features in Pipeline CRM, particularly in integrations, automation, and reporting capabilities.
  • Users experience slow performance with Pipeline CRM, encountering lags during updates that hinder overall efficiency.

What Are Recent G2 Reviews of Pipeline CRM?

What Are G2 Users Discussing About Pipeline CRM?

Sembark Travel Management Software

Sembark Travel Management Software is a cloud-hosted travel CRM solution designed for Destination Management Companies (DMCs), Inbound tour operators, Global travel agents, and travel agencies. Founded by IIT Kanpur & NIT Kurukshetra alumni in October 2020, Sembark is trusted by 1,000+ travel businesses across 28+ countries. It brings together lead management, itinerary builder, supplier contracting, booking & reservations, and payment tracking within a single connected platform, helping travel businesses reduce manual work and keep daily travel operations error-free. Sembark Travel CRM is suited for all sizes of travel companies as it can handle high volumes of inquiries, multi-day itineraries, multi-currency quotations, multi-brand settings, and supplier relationships. Visit here: https://sembark.com/

Average Rating: 4.8/5.0

Total Reviews: 20

How Do G2 Users Rate Sembark Travel Management Software?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Contact & Account Management: 6.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Sembark Travel Management Software?

  • Seller: Sembark
  • Year Founded: 2020
  • HQ Location: Jaipur, IN
  • LinkedIn® Page: www.linkedin.com
    68 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Leisure, Travel & Tourism
  • Company Size: 95% Small

What Are Recent G2 Reviews of Sembark Travel Management Software?

Method CRM

Method CRM is the customizable CRM for QuickBooks that adapts to your business, not the other way around. Rated the #1 CRM for businesses using QuickBooks, Method lets growing companies automate their real-world workflows, so everything fits the way their business actually works, saving them hours every week. In the real world, business changes daily. There are new customer requirements, new job details, rules to follow, workflows to refine, and people to onboard. Teams get slowed down jumping between tools, retyping the same information, and fixing mistakes, whether they are juggling spreadsheets or a CRM that forces them into a box. Method replaces that with one system that flexes as fast as the work does. Yes to real-world business Customize records, fields, screens, job stages, approvals, notifications, automations, and customer portals without compromising your QuickBooks connection. Make it yours with Method AI. Say what you need in plain words, like "add the PO number column" or "hide the cost column on estimates", and the screen you're on changes. Any change can be undone in one step by simply ask Method AI, and our experts build the bigger stuff for you, all in two-way sync with QuickBooks. Yes to quote to cash Connect the dots across your business, streamlining every step from lead to payment. Capture leads through web forms, track opportunities and follow-ups, keep complete customer histories, create estimates and proposals, collect approvals and e-signatures, and convert approved work into invoices in one click. With Method Pay, customers pay by card or ACH through a branded 24/7 portal, and each payment is matched to its invoice and posted to QuickBooks automatically. Even easier, Tap to Pay lets your team accept contactless cards on their phone, with no extra hardware. Deposits, payment links, recurring billing, and clear visibility into paid, pending, refunded, and overdue transactions are built in. Yes to QuickBooks Method instantly syncs with QuickBooks Online and QuickBooks Desktop across your business, eliminating double entry and reducing busy work and errors. Customer records, estimates, invoices, and payments stay current in both systems, while QuickBooks remains your accounting system of record. Role-based access lets sales, service, and operations work with the data they need without direct access to your QuickBooks file. Yes to expert support Customers praise Method for fast access to real subject-matter experts who treat you like a partner, not a ticket. Method's team helps you set up, customize, and keep evolving your workflows, and handles deeper builds when you need them. Built for operational businesses Manufacturers and distributors manage orders, approvals, purchasing, and billing without adopting a large, expensive ERP. Field service businesses schedule jobs, dispatch teams, track work, and invoice faster. Construction companies connect estimates, change orders, job activity, and billing. Professional services teams manage relationships, proposals, recurring work, and payments around their own processes. Nearly 4,000 businesses use Method to connect leads, customers, quotes, jobs, invoices, and payments in one customizable system while QuickBooks continues to handle accounting. Yes, there's a Method for that.

Average Rating: 4.4/5.0

Total Reviews: 344

How Do G2 Users Rate Method CRM?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Method CRM?

Who Uses This Product?

  • Who Uses This: Owner, Office Manager
  • Top Industries: Construction, Wholesale
  • Company Size: 88% Small, 10% Medium

What Do G2 Reviewers Say About Method CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Method CRM, highlighting the straightforward setup and user-friendly navigation.
  • Users value the easy customization of Method CRM, allowing seamless adaptation to unique business needs and workflows.
  • Users value the seamless integration with QuickBooks, enhancing workflow and accessibility for their custom manufacturing needs.
  • Users commend the outstanding customer support of Method CRM, noting its prompt responses and helpful resources.
  • Users value the easy integration of Method CRM with QuickBooks, streamlining workflows and enhancing daily operations.
Cons
  • Users face a steep learning curve with Method CRM's initial setup and functionality, making it challenging for newcomers.
  • Users face limited customization, as many changes require expensive developer support and can complicate system stability.
  • Users face glitches and performance issues with the Method CRM, particularly affecting the mobile app and syncing.
  • Users find Method CRM's customization costs to be high, with added fees making changes expensive over time.
  • Users note the missing features in Method CRM, particularly for project management, financials, and advanced reporting tools.

What Are Recent G2 Reviews of Method CRM?

What Are G2 Users Discussing About Method CRM?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 27, 2026