# Best CRM Software - Page 20 ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,085 ### Category Stats (Jul 2026) - **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month _Last updated: July 31, 2026_ ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 121,800+ Authentic Reviews - 1,085+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for CRM Software ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=576&focus%5B%5D=128650&focus%5B%5D=3296&focus%5B%5D=1934) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Bigin by Zoho CRM, Close, and ActiveCampaign. Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=activecampaign) **Sponsored** ### SAP Sales Cloud SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-31T16%3A20%3A33Z&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%3Fbuffer_share%3D39623%2B%2B%2B%2B%2B%2B%2B%2B%2B%26page%3D20&secure%5Btoken%5D=c4615758ae69d491f3307f78d597981594cab334bdeab85737f9381a8a41ba4e&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fproducts%2Fcrm%2Fsales-cloud.html&secure%5Burl_type%5D=paid_promos) ### [BizPlus CRM](https://www.g2.com/products/bizplus-crm/reviews) BizPlus CRM offers webbased and desktop based versions designed to cater from one to multiuser base. **Average Rating:** 3.7/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate BizPlus CRM? - **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 6.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind BizPlus CRM? - **Seller:** [Landmark Techedge Pvt Ltd](https://www.g2.com/sellers/landmark-techedge-pvt-ltd) - **Year Founded:** 2003 - **HQ Location:** Pune, IN - **Twitter:** @LandmarkTechs 9 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1edcd4059ec21295658a7b346001f11c80fa0eb693aa30cfc375dbb120b7c3fa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flandmark-techedge-pvt-ltd%2F&secure%5Burl_type%5D=linkedin_company_website) 89 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 50% Medium, 33% Small #### What Are Recent G2 Reviews of BizPlus CRM? **["BizPlus CRM is here for you"](https://www.g2.com/survey_responses/bizplus-crm-review-5342702)** **Rating:** 5.0/5.0 stars _— Ardalangki L._ [Read full review](https://www.g2.com/survey_responses/bizplus-crm-review-5342702) **["Flexible cloud based CRM application for company employees"](https://www.g2.com/survey_responses/bizplus-crm-review-6760347)** **Rating:** 4.0/5.0 stars _— Nitin S._ [Read full review](https://www.g2.com/survey_responses/bizplus-crm-review-6760347) #### What Are G2 Users Discussing About BizPlus CRM? - [What is BizPlus CRM used for?](https://www.g2.com/discussions/what-is-bizplus-crm-used-for) ### [Boostr](https://www.g2.com/products/boostr/reviews) With boostr you can choose from our CRM and OMS products or follow the industry leaders who use the power of both together - the only end-to-end platform built specifically for the media industry. **Average Rating:** 4.1/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate Boostr? - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Boostr? - **Seller:** [Boostr](https://www.g2.com/sellers/boostr) - **Year Founded:** 2015 - **HQ Location:** New York, US - **Twitter:** @boostrcrm 121 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=95c64a9cb69f9f3bf95b2ce4c3d85bb765baca7daf930fcd1642fcd4e6c5ae3c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fboostr-inc&secure%5Burl_type%5D=linkedin_company_website) 81 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 60% Medium, 20% Small #### What Do G2 Reviewers Say About Boostr? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Boostr, simplifying media planning and forecasting for both planners and sales. ##### Cons - Users find that **implementation difficulty** with Boostr hinders easy editing and updates to their GAM platform. #### What Are Recent G2 Reviews of Boostr? **["A bit tedious, but good to see activity across the company."](https://www.g2.com/survey_responses/boostr-review-8181007)** **Rating:** 4.0/5.0 stars _— Taylor H._ [Read full review](https://www.g2.com/survey_responses/boostr-review-8181007) **["Helps keep a sales guy organized!"](https://www.g2.com/survey_responses/boostr-review-9884068)** **Rating:** 5.0/5.0 stars _— Verified User in Marketing and Advertising_ [Read full review](https://www.g2.com/survey_responses/boostr-review-9884068) ### [ClearCRM](https://www.g2.com/products/clearcrm/reviews) ClearCRM – All-in-One CRM to Grow, Manage, and Get Paid Faster ClearCRM is built for small teams looking to simplify operations. One login. One platform. Total control. Key Features: CRM & Sales – Visual pipelines, automated follow-ups, activity tracking Projects – Kanban boards, task management, recurring workflows Billing – Branded invoices, subscriptions, multi-currency support Marketing – Email automation, landing pages, lead capture Support – Live chat, ticketing, and knowledge base Collaboration – Shared notes, real-time tracking, file storage **Average Rating:** 5.0/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate ClearCRM? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 6.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind ClearCRM? - **Seller:** [ClearCRM](https://www.g2.com/sellers/clearcrm-34f41d53-d72c-46a9-9eb7-94b347ca24b6) - **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=f4ecb1ea1f4cb04712f49c0752e1fbd16f0c8e259af1b8a15b77a5b9f8835b84&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclearcrm&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Do G2 Reviewers Say About ClearCRM? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **amazing customer support** of ClearCRM, enhancing their overall experience and productivity. - Users love the **intuitive interface** of ClearCRM, making navigation easy and enhancing overall user experience. - Users love the **ease of use** of ClearCRM, finding it intuitive and enhancing team productivity effortlessly. - Users appreciate the **efficiency** of ClearCRM, noting its intuitive interface and powerful productivity-enhancing features. - Users love the **intuitive interface** of ClearCRM, making navigation simple and onboarding quick for all team members. ##### Cons - Users note the need for **missing features** like regional settings and customizable views to enhance ClearCRM's functionality. - Users note the need for improved **filtering capabilities** in ClearCRM, as current options limit usability and flexibility. - Users desire **greater customization options** in ClearCRM, wishing for features like invoicing compliance and personalized client content. #### What Are Recent G2 Reviews of ClearCRM? **["A Solid Foundation with Clear Potential for Consultants and SMEs"](https://www.g2.com/survey_responses/clearcrm-review-11702058)** **Rating:** 5.0/5.0 stars _— Álmos D._ [Read full review](https://www.g2.com/survey_responses/clearcrm-review-11702058) **["Everything you need with great support to match!"](https://www.g2.com/survey_responses/clearcrm-review-11831122)** **Rating:** 5.0/5.0 stars _— Twyla E._ [Read full review](https://www.g2.com/survey_responses/clearcrm-review-11831122) ### [CloudNet360](https://www.g2.com/products/cloudnet360/reviews) CloudNet360 offers sales automation and small business CRM solutions. **Average Rating:** 4.0/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate CloudNet360? - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind CloudNet360? - **Seller:** [Cloudnet360](https://www.g2.com/sellers/cloudnet360) - **Year Founded:** 2006 - **HQ Location:** Mundelein, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2a2379a75be34ad8bb6468363ff8b3c5fa16a308fb8a65b1dc347a992957ead6&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcloudnet360&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 60% Small, 40% Medium #### What Do G2 Reviewers Say About CloudNet360? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **complete property management solution** of CloudNet360, enhancing sales and streamlining customer relationships effectively. - Users praise the **automation capabilities** of CloudNet360, enhancing sales and streamlining customer relationships effortlessly. - Users appreciate the **automation features** of CloudNet360, enhancing sales and simplifying customer relationship management. - Users value the **complete property management solution** offered by CloudNet360 for efficient operations and guest handling. - Users praise the **responsive customer support** of CloudNet360, ensuring quick resolutions and a seamless experience. ##### Cons - Users find the **limited customization** options of CloudNet360 restrictive, impacting their overall experience and adaptability. - Users are frustrated by the **slow loading** times and limited support, impacting their overall experience with CloudNet360. - Users report **limited language support** , making it challenging for non-English speakers to effectively utilize CloudNet360. - Users report **slow performance** with CloudNet360, leading to frustrations and hindering productivity. #### What Are Recent G2 Reviews of CloudNet360? **["It provides a user-friendly and secure solution"](https://www.g2.com/survey_responses/cloudnet360-review-10768431)** **Rating:** 4.0/5.0 stars _— Riteesha S._ [Read full review](https://www.g2.com/survey_responses/cloudnet360-review-10768431) **["review for cloudnet360"](https://www.g2.com/survey_responses/cloudnet360-review-10734504)** **Rating:** 5.0/5.0 stars _— Parul B._ [Read full review](https://www.g2.com/survey_responses/cloudnet360-review-10734504) #### What Are G2 Users Discussing About CloudNet360? - [What is CloudNet360 used for?](https://www.g2.com/discussions/what-is-cloudnet360-used-for) ### [DejaOffice PC CRM](https://www.g2.com/products/companionlink-software-inc-dejaoffice-pc-crm/reviews) On-Premise, Local and Secure CRM that has an Outlook Plug-in and the ability to sync with all mobile devices. Manage your Contact database with fast searches, Local Backups, Customer History, Time/Dated Notes, and Colored Categories. A multi-User calendar makes it easy to schedule your team for Appointments and Tasks. Deals (Opportunities) and Expenses, Reports, Templates for Email and Documents. Whether you need a secure contact database for your laptop or a full-featured CRM for 20 people, DejaOffice provides a simple solution for your business. One-time purchase. DejaOffice is the price leader in PC-based CRM technology. **Average Rating:** 5.0/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate DejaOffice PC CRM? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind DejaOffice PC CRM? - **Seller:** [CompanionLink Software](https://www.g2.com/sellers/companionlink-software) - **Year Founded:** 1987 - **HQ Location:** Portland, US - **Twitter:** @companionlink 669 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6250311a5f8e83838bacba0c700fcf0e2b7be7e808733f3101d9c8edce15f2d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F40776975&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of DejaOffice PC CRM? **["Best phone to PC CRM personal and business organiser"](https://www.g2.com/survey_responses/dejaoffice-pc-crm-review-5335322)** **Rating:** 5.0/5.0 stars _— Isaac L._ [Read full review](https://www.g2.com/survey_responses/dejaoffice-pc-crm-review-5335322) **["Exceptional Support & Covers all my Needs."](https://www.g2.com/survey_responses/dejaoffice-pc-crm-review-8395891)** **Rating:** 5.0/5.0 stars _— Hilda P._ [Read full review](https://www.g2.com/survey_responses/dejaoffice-pc-crm-review-8395891) #### What Are G2 Users Discussing About DejaOffice PC CRM? - [What is DejaOffice PC CRM used for?](https://www.g2.com/discussions/what-is-dejaoffice-pc-crm-used-for) ### [Dream Service Software](https://www.g2.com/products/dream-service-software/reviews) Dream Service Software is the AI-based CRM and ERP for pest control that runs the whole operation: a Sales CRM and ERP built for US pest control companies, with AI working inside the system of record. One platform covers the full customer arc. A lead comes in, the quote goes out, the agreement gets e-signed, the job is scheduled and routed, the technician works it from a mobile app, the invoice posts, and follow-up and retention run from the same customer record. AI handles the manual workflows that leak revenue at the handoffs: an AI customer-service agent built for single-call resolution, automated post-proposal nurture, AI-driven scheduling and routing, and in-field lead capture. Three products, one platform: Sales CRM: lead management, multi-service sales flow, pricing and quotation, door-to-door sales, paperless agreements and e-signature, marketing automation, and AI single-call flow. Dream ERP: work order management, AI-driven scheduling and routing, a field-technician mobile app, E-Logbook, WDO and termite management, customer portal, batch management and invoicing, and payments and collections. Dream Pulse: employee surveys, QA audits, customer surveys, sentiment analysis, and executive trend reporting for service quality and retention. Each product is available separately or as a full-platform bundle. Dream has been built from 2012 onward through deep collaboration with real pest control operations, shaped by large operating customers across its first decade. It replaced the paper compliance logbooks and stitched-together software stacks those operators actually ran, and California WDO and E-Logbook compliance were built in-house because operators needed them. Customers include Clark Pest Control, ABC Home & Commercial (Dallas and Austin), JP McHale (NoPests), and Big Blue Bug Solutions. Dream fits mid-market operators, roughly 20 to 700+ field technicians, who have outgrown small-business tools. Still privately owned, same founder, fourteen years and counting. **Average Rating:** 5.0/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate Dream Service Software? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Dream Service Software? - **Seller:** [Dream Service Software](https://www.g2.com/sellers/dream-service-software) - **Year Founded:** 2016 - **HQ Location:** San Antonio, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b42f36d69dae2e6fc12a622b63bd53f3abc2d96d80e1f894fccbb9212845dc3c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdream-service-software&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 83% Medium #### What Are Recent G2 Reviews of Dream Service Software? **["Intuitive Intelligent Routing with Strong ROI and Measurable Gains"](https://www.g2.com/survey_responses/dream-service-software-review-13175648)** **Rating:** 5.0/5.0 stars _— John C._ [Read full review](https://www.g2.com/survey_responses/dream-service-software-review-13175648) **["True Full-Service Platform with Exceptional Customer Support"](https://www.g2.com/survey_responses/dream-service-software-review-13179693)** **Rating:** 5.0/5.0 stars _— Darian H._ [Read full review](https://www.g2.com/survey_responses/dream-service-software-review-13179693) ### [Groweon CRM](https://www.g2.com/products/groweon-crm/reviews) Groweon CRM is a fully AI Powered, ISO/IEC 27001:2022 & ISO/IEC 27701:2019 certified solution designed for sales and operations teams. It streamlines complex business processes through automation and offers a fully integrated business ecosystem. By boosting team efficiency and enhancing customer satisfaction, it drives scalable and secure growth. **Average Rating:** 4.4/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate Groweon CRM? - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Groweon CRM? - **Seller:** [Groweon](https://www.g2.com/sellers/groweon) - **Year Founded:** 2023 - **HQ Location:** Noida, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60fe27433c7992492ed623e053012a73218af3e1a26894934698bdcb1a11b6ae&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgroweon-digital-private-limited&secure%5Burl_type%5D=linkedin_company_website) 21 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Do G2 Reviewers Say About Groweon CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **ease of use** of Groweon CRM, enjoying streamlined lead management and user-friendly dashboards. - Users appreciate the **user-friendly lead management** of Groweon CRM, making it easy for sales teams to track and organize leads. - Users appreciate the **simplicity** of Groweon CRM, finding it easy to manage leads and enhancing sales efficiency. - Users appreciate the **simplicity** of Groweon CRM, finding it easy to manage leads and boost sales efficiency. - Users love the **simple and effective dashboard usability** of Groweon CRM, enhancing lead management effortlessly. ##### Cons - Users note that **integration issues** exist, requiring custom solutions and limiting the out-of-the-box experience. - Users find the **limited integrations** of Groweon CRM restrictive, requiring custom solutions for broader connectivity. - Users desire **more features** in Groweon CRM, particularly for mobile and advanced reporting options. - Users find the **reporting capabilities lacking** and seek more advanced features for better insights. - Users feel that the **price is too high** for the features offered by Groweon CRM, suggesting it needs to be lower. #### What Are Recent G2 Reviews of Groweon CRM? **["User friendly. And I can manage all"](https://www.g2.com/survey_responses/groweon-crm-review-12381628)** **Rating:** 4.5/5.0 stars _— Pinky S._ [Read full review](https://www.g2.com/survey_responses/groweon-crm-review-12381628) **["Simple, Easy-to-Use & Built-in WhatsApp"](https://www.g2.com/survey_responses/groweon-crm-review-12169671)** **Rating:** 4.5/5.0 stars _— tony ._ [Read full review](https://www.g2.com/survey_responses/groweon-crm-review-12169671) ### [Kinabase](https://www.g2.com/products/kinabase/reviews) Kinabase is a smarter way to manage your business information, processes and more, trusted by high-growth teams. Manage complexity, simply From companies and contacts, to processes, sales orders and infrastructure, Kinabase lets you keep track of what’s happening across your organization. Improve speed and efficiency Get the information you need at your fingertips. Improve efficiency, reduce risk, and find the information you need faster. Consolidate multiple data tools into one easy-to-use system. Gain the power of flexibility Kinabase has a unique and intelligent data structure, that allows you to move at the speed of thought. Without the rigidity of traditional CRM and ERP systems. From people, to processes, to perfection - Kinabase can easily be configured to manage the information that matters to you. Adaptable and effective for a wide variety of purposes, everything from manufacturing, to recruitment, to consultancy. Get started today for free at kinabase.com **Average Rating:** 4.7/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate Kinabase? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Kinabase? - **Seller:** [Cambridge Kinetics Ltd](https://www.g2.com/sellers/cambridge-kinetics-ltd) - **HQ Location:** Cambridge, GB - **Twitter:** @kinabase 461 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ffd6695cd50de5e70c229f992b9c20fa46d4bef71f6cedf66fda59b806c710d6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkinabase%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 80% Small, 20% Medium #### What Do G2 Reviewers Say About Kinabase? _AI-generated summary from verified user reviews_ ##### Pros - Users find Kinabase valuable for **collaborative efforts** , as it helps organize projects and track progress efficiently. - Users value the **effective project organization** features of Kinabase, enhancing team collaboration and task management. - Users commend Kinabase for its **exceptional customer support** and tailored solutions that enhance their experience. - Users value the **ease of use** of Kinabase, enabling rapid solution design and implementation with immediate results. - Users praise the **easy setup** of Kinabase, allowing for rapid solution design and efficient implementation for clients. ##### Cons - Users note a significant **learning curve** with Kinabase, but support from the team eases the process. #### What Are Recent G2 Reviews of Kinabase? **["If you are unhappy with your back office or management system. Kinebase can solve it for you!"](https://www.g2.com/survey_responses/kinabase-review-10963486)** **Rating:** 4.5/5.0 stars _— Offset F._ [Read full review](https://www.g2.com/survey_responses/kinabase-review-10963486) **["Game-changing Bespoke ERP Solutions"](https://www.g2.com/survey_responses/kinabase-review-11023109)** **Rating:** 5.0/5.0 stars _— Adam S._ [Read full review](https://www.g2.com/survey_responses/kinabase-review-11023109) ### [MiloCRM](https://www.g2.com/products/milocrm/reviews) The cutting-edge solution for managing marketing strategies and customer relations. **Average Rating:** 4.3/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate MiloCRM? - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind MiloCRM? - **Seller:** [Milocrml](https://www.g2.com/sellers/milocrml) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 40% Small, 40% Medium #### What Are Recent G2 Reviews of MiloCRM? **["Website forms and social interactions"](https://www.g2.com/survey_responses/milocrm-review-10016701)** **Rating:** 4.5/5.0 stars _— Lexaviere F._ [Read full review](https://www.g2.com/survey_responses/milocrm-review-10016701) **["Overview of the customer life cycle"](https://www.g2.com/survey_responses/milocrm-review-9953562)** **Rating:** 4.0/5.0 stars _— BOONLERT S._ [Read full review](https://www.g2.com/survey_responses/milocrm-review-9953562) ### [PipelinePRO](https://www.g2.com/products/pipelinepro/reviews) The Ultimate "All-IN-ONE" Sales Pipeline Management & Marketing Automation Platform That Makes ALL Others Obsolete. And We Can Prove It! **Average Rating:** 2.1/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate PipelinePRO? - **Has the product been a good partner in doing business?:** 2.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 6.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind PipelinePRO? - **Seller:** [PipelinePRO](https://www.g2.com/sellers/pipelinepro) - **Year Founded:** 2020 - **HQ Location:** Miami, Florida, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5c68d2584b29a58437871ca4623ecbe2d5b27726633fbb766886a7a8bb5e6a38&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpipeline-pro%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website) 9 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of PipelinePRO? **["Streamlining Sales and Improving Efficiency with PipelinePRO"](https://www.g2.com/survey_responses/pipelinepro-review-12943314)** **Rating:** 5.0/5.0 stars _— Verified User in Consumer Services_ [Read full review](https://www.g2.com/survey_responses/pipelinepro-review-12943314) ### [Salesdash CRM](https://www.g2.com/products/salesdash-crm/reviews) Salesdash CRM is a customer relationship management platform built specifically for freight brokers, freight agents, and logistics sales teams. The system provides tools to manage shipper and carrier relationships, track quoting activity, and organize follow-ups in a way that reflects how freight sales actually happen. Unlike generic CRM systems designed for multiple industries, Salesdash CRM is tailored to the workflows of transportation professionals. It helps users capture and manage shipper information, maintain visibility into carrier networks, and centralize communication around lanes and quotes. The platform supports the unique hierarchy structures common in logistics, including parent companies, divisions, and bill-to accounts, so users can easily see how organizations are connected. Key use cases include: New shipper development: track outreach, log calls and emails, and capture lane/quote requests so opportunities are not lost. Account management: schedule and complete follow-ups with existing customers to build long-term relationships. Carrier engagement: manage carrier activity, organize capacity by market and equipment type, and streamline matching for available freight. Quote management: record, organize, and analyze quote activity to provide ownership teams with insight into sales performance and opportunities. TMS integration: connect with transportation management systems to synchronize carriers, lanes, and load data. Salesdash CRM also includes productivity features designed for sales teams, such as daily task lists that highlight follow-ups, missed opportunities, and accounts without active tasks. Email integration allows users to send and receive messages directly within the CRM, while webhooks and API connectivity extend the platform into other logistics systems. The platform is used by small brokerage teams as well as larger logistics providers who need freight-specific visibility into their sales and account management activity. By capturing structured sales data such as quotes, lane history, and carrier capacity, Salesdash CRM helps companies improve shipper engagement, reduce turnover risk, and create a repeatable sales process that supports revenue growth. **Average Rating:** 4.6/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate Salesdash CRM? - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Salesdash CRM? - **Seller:** [Salesdash CRM](https://www.g2.com/sellers/salesdash-crm) - **Year Founded:** 2020 - **HQ Location:** Nashville, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8dd1438987a9e9d892bdab2c4d078f687aac2feda5279d0406ae199692a9f180&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesdashcrm&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 60% Small, 40% Medium #### What Do G2 Reviewers Say About Salesdash CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **customization and reporting features** of Salesdash CRM, enhancing lead tracking and team engagement. - Users praise the **ease of use** of Salesdash CRM, enjoying its simple interface for managing clients and sales data. - Users appreciate the **easy-to-use interface** of Salesdash CRM, which simplifies client management and data analysis. - Users appreciate the **customization and reporting features** of Salesdash CRM, enhancing engagement and competitiveness in sales. - Users value the **lead generation capabilities** of Salesdash CRM, enhancing engagement and tracking of potential clients effectively. ##### Cons - Users experience **slow customer support** in Salesdash CRM, leading to frustrating delays in problem resolution. - Users find **email formatting issues** in Salesdash CRM compared to Outlook, affecting the appearance of their communications. - Users find the **layout issues** in email signatures sent from Salesdash CRM less appealing than those from Outlook. - Users find the **limited customization options** of Salesdash CRM a drawback, wishing for more flexibility to tailor the software. - Users experience **slow customer support** in Salesdash CRM, which results in delayed problem resolution and dissatisfaction. #### What Are Recent G2 Reviews of Salesdash CRM? **["Great product for freight brokerage, top notch customer service."](https://www.g2.com/survey_responses/salesdash-crm-review-11725329)** **Rating:** 5.0/5.0 stars _— Verified User in Logistics and Supply Chain_ [Read full review](https://www.g2.com/survey_responses/salesdash-crm-review-11725329) **["The only CRM to use if you work in transportation/logistics - huge addition to our team"](https://www.g2.com/survey_responses/salesdash-crm-review-11689355)** **Rating:** 5.0/5.0 stars _— Mitchell S._ [Read full review](https://www.g2.com/survey_responses/salesdash-crm-review-11689355) ### [Simvoly](https://www.g2.com/products/simvoly/reviews) Simvoly is an all-in-one platform that helps you build a website, funnel, online store, to accept appointments, and to build email marketing and automation flows. Simvoly is a 100% white label solution where anyone can have their own branded version of the "Do-it-yourself" platform with: - Their own custom domain - Fully with the partner's brand - Custom pricing plans - To create custom templates **Average Rating:** 4.4/5.0 **Total Reviews:** 17 #### How Do G2 Users Rate Simvoly? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) #### Who Is the Company Behind Simvoly? - **Seller:** [Simvoly](https://www.g2.com/sellers/simvoly) - **Year Founded:** 2016 - **HQ Location:** N/A - **Twitter:** @Simvoly\_Builder 140 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=453924a20c3a0508a04b16c3ee7e7adda70f46921a7e42f2401ba0b9a13576bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsimvoly&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 88% Small #### What Do G2 Reviewers Say About Simvoly? _AI-generated summary from verified user reviews_ ##### Pros - Users rave about Simvoly's **incredible customer support** , highlighting their quick response times and helpful tech assistance. - Users praise the **drag-and-drop functionality** of Simvoly, making it easy to create professional pages effortlessly. - Users love the **drag-and-drop functionality** of Simvoly, enabling effortless creation of professional-looking pages and funnels. - Users rave about the **incredible customer service** and support from Simvoly, responding to queries in minutes. - Users love the **intuitive and clean interface** of Simvoly, making page building fast and efficient for sales funnels. ##### Cons - Users find the **user interface overwhelming** , with outdated tutorials and a lack of onboarding resources for beginners. - Users find the **steep learning curve** of Simvoly challenging due to outdated tutorials and an overwhelming dashboard. #### What Are Recent G2 Reviews of Simvoly? **["I María simvoly Is one of the best Saad for any digital business"](https://www.g2.com/survey_responses/simvoly-review-7856536)** **Rating:** 5.0/5.0 stars _— Maria T._ [Read full review](https://www.g2.com/survey_responses/simvoly-review-7856536) **["I literally contact them most days and they respond in minutes!"](https://www.g2.com/survey_responses/simvoly-review-8348451)** **Rating:** 5.0/5.0 stars _— María Adriana H._ [Read full review](https://www.g2.com/survey_responses/simvoly-review-8348451) #### What Are G2 Users Discussing About Simvoly? - [What does Simvoly do?](https://www.g2.com/discussions/what-does-simvoly-do) - 1 comment - [What can Simvoly do?](https://www.g2.com/discussions/what-can-simvoly-do) - [Is Simvoly any good?](https://www.g2.com/discussions/is-simvoly-any-good) - 1 comment, 1 upvote ### [SP CRM](https://www.g2.com/products/sp-crm/reviews) SP CRM by SP Marketplace is a comprehensive customer relationship management solution built natively on Microsoft 365 and SharePoint, designed to help organizations centralize customer data, improve communication, and streamline sales processes. Unlike standalone SaaS CRMs, SP CRM leverages your existing Microsoft 365 tenant, providing a secure, familiar platform that enhances user adoption and reduces costs. SP Marketplace has a long history of delivering no-code business applications that help businesses optimize their operations and maximize their Microsoft 365 investment. The SP CRM solution offers a centralized hub for managing customer relationships, providing tools to track leads, manage accounts, monitor sales pipelines, and automate follow-ups. Key features include integrated contact management, task tracking, sales forecasting, and customizable workflows. By integrating with SharePoint, Outlook, and Teams, SP CRM ensures seamless collaboration and communication across your organization, enabling sales teams to work efficiently from any device. With SP CRM, organizations can boost productivity, improve customer engagement, and drive revenue growth. The solution enables businesses to manage their entire customer lifecycle—from initial contact to post-sale support—within their existing Microsoft 365 ecosystem. By keeping all customer data within your tenant, SP CRM enhances security, improves compliance, and reduces the need for additional IT infrastructure. Whether you're managing a sales team, client accounts, or service requests, SP CRM delivers a cost-effective, scalable solution to help your organization build stronger, more profitable customer relationships. The Full featured CRM includes: – Track opportunities through stages, and share communication across the team – Sales rep workspace to focus on contacts today, appointments, leads and tasks – Full visibility into the pipeline through dashboards and drill-down features for management – Sales team collaboration, access to resources, announcements and meeting calendar – Receive email alerts for important events and activities – Track marketing campaigns, events and the related projects to deliver them – Capture leads from the website, email, and lists that are automatically fed into the sales process. – Ability to quickly share the latest marketing activities and resources to the sales team. – Access from any device, anytime, anywhere **Average Rating:** 4.0/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate SP CRM? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind SP CRM? - **Seller:** [SP Marketplace](https://www.g2.com/sellers/sp-marketplace) - **Year Founded:** 2012 - **HQ Location:** Penn Valley, California - **Twitter:** @SP\_Marketplace 609 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=967363ac217690f7545dc31fb5c3bf7cb0a5da51caec9a94cfed51f3e997b1c7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2317262%2F&secure%5Burl_type%5D=linkedin_company_website) 26 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 43% Medium, 29% Large #### What Are Recent G2 Reviews of SP CRM? **["Great system to keep you on track."](https://www.g2.com/survey_responses/sp-crm-review-9485293)** **Rating:** 5.0/5.0 stars _— Scott M._ [Read full review](https://www.g2.com/survey_responses/sp-crm-review-9485293) **["It is simple use this software"](https://www.g2.com/survey_responses/sp-crm-review-8881219)** **Rating:** 5.0/5.0 stars _— SAILAJA V._ [Read full review](https://www.g2.com/survey_responses/sp-crm-review-8881219) ### [Utiliko](https://www.g2.com/products/utiliko/reviews) Utiliko is an all-in-one business management platform for project managers, consultants, entrepreneurs, contractors, and medium-sized businesses to track work processes and manage projects properly. Assign projects to your team members, track time, draft proposals, agreements, and contracts, build and track your sales pipeline, including leads, opportunities, and clients, all from a single, easy-to-use platform. **Average Rating:** 4.3/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate Utiliko? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Utiliko? - **Seller:** [Utiliko](https://www.g2.com/sellers/utiliko) - **HQ Location:** Dallas, US - **Twitter:** @utiliko 285 Twitter followers - **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ba40b5e508f82ec55a0d3072b9059bf4462d65e84b26c76cafd3498d0183957e&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Futiliko&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 60% Small, 40% Large #### What Are Recent G2 Reviews of Utiliko? **["Easy UI with power Beast"](https://www.g2.com/survey_responses/utiliko-review-8913346)** **Rating:** 4.0/5.0 stars _— Aditya Y._ [Read full review](https://www.g2.com/survey_responses/utiliko-review-8913346) **["Utiliko Review"](https://www.g2.com/survey_responses/utiliko-review-8228599)** **Rating:** 4.0/5.0 stars _— Jassim K._ [Read full review](https://www.g2.com/survey_responses/utiliko-review-8228599) ### [Zimplu CRM](https://www.g2.com/products/zimplu-crm/reviews) Helping organizations move to cloud-based Unified Communications platforms You get one intuitive platform for voice, team messaging, collaboration, and contact center. From click-to-dial functionality, call reporting, call recording and voicemail transcription, everyone readily accesses the same must-have digital tools through a single, easy-to-use platform that seamlessly works across office sites and mobile devices. Integrate ready-to-use business apps such as Salesforce, Zoho, Google, Microsoft, Zendesk, ServiceNow and 75+ other popular CRM/s Setup, deployment, and adoption are also easy, and IT can manage it all from anywhere. Experts are proactively monitoring and optimizing our Clea Clouds platform 24/7/365, ensuring service remains at the highest level possible Contact us at 905-884-8324 or email admin@setelecom.ca to improve your Unified Communications platform today. Thank you. James Stortz President & CEO 905-952-5252 17075 Leslie St, Units 6-10 www.setelecom.ca js@setelecom.ca **Average Rating:** 3.9/5.0 **Total Reviews:** 5 #### How Do G2 Users Rate Zimplu CRM? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Zimplu CRM? - **Seller:** [SE Telecom](https://www.g2.com/sellers/se-telecom) - **Year Founded:** 1999 - **HQ Location:** Newmarket, CA - **Twitter:** @setelecom 757 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3808378074608f86fe4788226c33931f0cb2175591833102d531e87c914bcaf8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fse-telecommunications&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 60% Medium, 40% Small #### What Are Recent G2 Reviews of Zimplu CRM? **["Enhance Business Growth Level"](https://www.g2.com/survey_responses/zimplu-crm-review-9653739)** **Rating:** 4.0/5.0 stars _— Jay S._ [Read full review](https://www.g2.com/survey_responses/zimplu-crm-review-9653739) **["Seamless solution for automated sales leads"](https://www.g2.com/survey_responses/zimplu-crm-review-8926149)** **Rating:** 4.5/5.0 stars _— Anjali A._ [Read full review](https://www.g2.com/survey_responses/zimplu-crm-review-8926149) - [‹ Prev‹ Prev](/categories/crm?order=g2_score&page=19&tag=content%2525252525252520ideas#product-list) - [1](/categories/crm?order=g2_score&tag=content%2525252525252520ideas#product-list) - [2](/categories/crm?order=g2_score&page=2&tag=content%2525252525252520ideas#product-list) - … - [16](/categories/crm?order=g2_score&page=16&tag=content%2525252525252520ideas#product-list) - [17](/categories/crm?order=g2_score&page=17&tag=content%2525252525252520ideas#product-list) - [18](/categories/crm?order=g2_score&page=18&tag=content%2525252525252520ideas#product-list) - [19](/categories/crm?order=g2_score&page=19&tag=content%2525252525252520ideas#product-list) - 20 - [21](/categories/crm?order=g2_score&page=21&tag=content%2525252525252520ideas#product-list) - [22](/categories/crm?order=g2_score&page=22&tag=content%2525252525252520ideas#product-list) - [23](/categories/crm?order=g2_score&page=23&tag=content%2525252525252520ideas#product-list) - [24](/categories/crm?order=g2_score&page=24&tag=content%2525252525252520ideas#product-list) - … - [72](/categories/crm?order=g2_score&page=72&tag=content%2525252525252520ideas#product-list) - [73](/categories/crm?order=g2_score&page=73&tag=content%2525252525252520ideas#product-list) - [Next ›Next ›](/categories/crm?order=g2_score&page=21&tag=content%2525252525252520ideas#product-list) Spotlight Categories [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) [Mobile Marketing Software](https://www.g2.com/categories/mobile-marketing) [Product Information Management (PIM) Systems](https://www.g2.com/categories/product-information-management-pim) [Retail POS Systems](https://www.g2.com/categories/retail-pos) [Anti Money Laundering Software](https://www.g2.com/categories/anti-money-laundering) Similar Categories - [Sales Compensation](/categories/sales-compensation) - [AI Sales Assistant](/categories/ai-sales-assistant) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) - [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i) [Browse CRM Themes](/categories/crm/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated March 5, 2025 Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The [best CRM software](https://www.g2.com/articles/best-crm-software) centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships. CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles. [CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals. There are many different [types of CRM software](https://learn.g2.com/types-of-crm-software) provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help. The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication. To qualify for inclusion in the CRM category, a product must: - Provide a bounded set of sales-related functions - Provide lead, contact, account, and opportunity management functions - Capture and store sales activities and interactions performed - Consolidate customer history and transactions into a single interface - Track prospects and contacts throughout the sales pipeline - Facilitate communication at all phases of the customer lifecycle - Provide reporting features to track sales performance - Provide workflow automation capabilities to streamline sales processes - Integrate functions into a unifying database and platform Show More * * * ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)