# Best CRM Software - Page 57

## How Many CRM Software Products Does G2 Track?

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

### Category Stats (Aug 2026)

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

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

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

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

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

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

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

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=activecampaign&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm)

**Sponsored**

### Coevera

Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-04T11%3A30%3A37Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1841&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%3Fcid%3D17754%26page%3D57&secure%5Btoken%5D=9f7c2a27fbf890b4a5783a17f7256450e3c4b9d8b3bf1d8c3b85c0a63262f858&secure%5Burl%5D=https%3A%2F%2Fwww.coevera.com%2Fcrm%2Ffree-trial%2Fg2crowd%2F&secure%5Burl_type%5D=custom_url)

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

Buopso is a powerful CRM platform designed to streamline sales, automate workflows, manage leads, track approvals, and enhance team productivity. Ideal for growing businesses, Buopso boosts efficiency with real-time insights and user-friendly tools.

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

- **Seller:** [Buopso](https://www.g2.com/sellers/buopso)
- **Year Founded:** 2020
- **HQ Location:** Gurugram, , IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f6144283288fb77592ea3f391e7d4b18eec2e090cbebf2fb7a199a99edca570f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbuopso&secure%5Burl_type%5D=linkedin_company_website)  
48 employees on LinkedIn®

### [Centrix One CRM](https://www.g2.com/products/centrix-one-crm/reviews)

A Canadian owned and operated CRM for Small Business.

#### Who Is the Company Behind Centrix One CRM?

- **Seller:** [Cebtrix One](https://www.g2.com/sellers/cebtrix-one)
- **Year Founded:** 2015
- **HQ Location:** Montreal, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b76a944e1f4bbe1d9f336aca7143643f80aebf9f955833ada63fcc096c9547f3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcentrixone&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

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

ChargeJet CRM is an OCPP-compliant EV Charging Management and Customer Relationship platform designed for Charge Point Operators, EPC companies, and fleet businesses. It enables remote charger monitoring, automated billing, customer lifecycle management, analytics, and white-label deployment from a single unified dashboard.

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

- **Seller:** [ChargeJet](https://www.g2.com/sellers/chargejet)
- **Year Founded:** 2025
- **HQ Location:** Jaipur, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=933c03edc12329fcc4702ca6ffe52fc996fafd48b4309ce06a9d03fc2b455df7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fchargejet%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

### [Charlie Lounge](https://www.g2.com/products/charlie-lounge/reviews)

Charlie Lounge is a cloud-based CRM platform built on GoHighLevel that combines customer relationship management tools with an AI assistant called Evelyn AI. It is designed for small and medium-sized business owners who need to manage contacts, automate communications, schedule appointments, send invoices, and get guidance on using their CRM system. Evelyn AI is a conversational assistant integrated directly into the platform. It stores persistent memory about each user's business — including goals, client details, preferences, and past decisions — and uses this context to provide relevant answers and take direct actions within the CRM. Actions include creating contacts, updating pipeline stages, adding notes, creating tasks, and sending messages. Before executing any action, Evelyn presents a confirmation step so the user can review and approve what will happen. The platform includes a knowledge base of 1,318 guides covering CRM features in English, Czech, and Spanish. Users can ask Evelyn questions about the platform and receive step-by-step answers drawn from this knowledge base. Core features include contact management, sales pipeline tracking, appointment booking, invoice creation, email and SMS marketing automation, website builder, and a social media planner. The platform also includes an affiliate program and live 24/7 customer support provided through Extendly. Charlie Lounge is available in three plans starting at $29 per month. The Explorer plan provides full platform access including Evelyn AI. The Creator and Visionary plans include a one-time entry fee with expanded message limits and additional resources. The platform targets business owners in the United States, Czech Republic, Slovakia, and Latin America who want to reduce time spent on administrative tasks and consolidate multiple tools into a single system.

#### Who Is the Company Behind Charlie Lounge?

- **Seller:** [Charlie Lounge Group](https://www.g2.com/sellers/charlie-lounge-group)
- **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=5f51bd30cdc4f3e19210ca9c5fc7b21f6436a203d59736048f565d2a1169e9a0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fevelyn-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [checkITeasy](https://www.g2.com/products/checkiteasy/reviews)

checkITeasy is an all-in-one CRM, ticketing, and service management platform designed to seamlessly integrate with Sage 100. It helps mid-sized companies connect sales, customer service, and contract management in a single, cloud-based system — eliminating data silos and improving operational efficiency. With a bidirectional Sage 100 interface, checkITeasy synchronizes customer data, tickets, quotes, and contracts in real time, ensuring that sales and service teams always work with the latest information.

#### Who Is the Company Behind checkITeasy?

- **Seller:** [iwm Informationstechnik](https://www.g2.com/sellers/iwm-informationstechnik)
- **Year Founded:** 2004
- **HQ Location:** Plettenberg, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bc0e26ffa8eb8deabfb969ec39964b60c8f474a60932ad5036678dd4cec974c8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fiwm-informationstechnik-gmbh%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [Cintram](https://www.g2.com/products/cintram/reviews)

Cintram is built for service businesses that deliver work online. Most service businesses don’t struggle because of bad work. They struggle because sales, onboarding, delivery, client communication, and payments are spread across different tools. Context gets lost and teams end up reacting instead of executing. Cintram brings the entire client journey into one connected system, from first inquiry through onboarding, delivery, and payment. Everything lives in one place, so teams always know what’s happening, what’s next, and who owns it. Cintram is designed for agencies, consultants, coaches, and productized service businesses that want clarity, control, and a simpler way to run their operation without juggling software.

#### Who Is the Company Behind Cintram?

- **Seller:** [Cintram](https://www.g2.com/sellers/cintram)
- **Year Founded:** 2023
- **HQ Location:** Coppell, TX, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d8b57a643485ba65c5ccda7da7b1fe0ddf4600e2b6a27bff78d7ef9f1adfd9d6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcintram&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Clientbox](https://www.g2.com/products/clientbox/reviews)

Clientbox is a Netherlands-based software company focused on helping small and medium-sized businesses work smarter and more efficiently. Designed with growing teams in mind, Clientbox combines simplicity with powerful functionality, offering a modern alternative to managing customer relationships and operations across multiple disconnected tools. At the core of Clientbox is a powerful shared inbox that brings all client communication together in one place. This makes teamwork seamless, ensures no message is overlooked, and keeps work easily transferable across team members. On top of this, Clientbox offers a modular set of features, including CRM, invoicing, time tracking, calendar, task boards, and HR tools like absence and leave management. Because every module can be enabled per user, companies can tailor Clientbox to their exact needs. Clientbox helps businesses centralize their client communication and replace multiple standalone apps with one easy-to-use system. The modular pricing model means companies only pay for the features they actually use, making it a cost-efficient and flexible solution. With Clientbox, teams save time, improve collaboration, and ensure continuity in client relationships — even when work needs to be handed over.

#### Who Is the Company Behind Clientbox?

- **Seller:** [Vollan](https://www.g2.com/sellers/vollan)
- **Year Founded:** 2011
- **HQ Location:** Zierikzee, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=29f5523d8b3eb5ef34674ccc31bd3a612e919a520fb01de0a1b17bd7e35587e7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvollannl%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

### [ClientCircle](https://www.g2.com/products/clientcircle/reviews)

ClientCircle is a leading insurance marketing automation platform in the U.S. Our software helps insurance agents manage the complete customer journey. From prospecting to sales to retention—we help our customers do it all.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind ClientCircle?

- **Seller:** [ClientCircle](https://www.g2.com/sellers/clientcircle)
- **HQ Location:** Des Moines, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e223b6cee563fee114e873b2912f8e9453862d33c08c3c3838b37c4b15af82b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclient-circle%2F&secure%5Burl_type%5D=linkedin_company_website)  
27 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Small

#### What Do G2 Reviewers Say About ClientCircle?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **client interaction highly beneficial** , enabling tailored communication and effective monitoring of insurance connections.
- Users find **targeted communication** with clients via ClientCircle to be useful for managing insurance connections effectively.
- Users find ClientCircle enhances **customer engagement** through targeted communication tailored to individual client needs.
- Users enjoy the **ease of communication** with clients through tailored, timely interactions via ClientCircle.
- Users find ClientCircle's **ease of use** enhances client communication, making it tailored and efficient for monitoring connections.

##### Cons

- Users point out the **insufficient data** provided in reporting features, limiting their ability to analyze client behavior effectively.
- Users find a **lack of information** in ClientCircle's reporting features, hindering deeper insights into client behavior.
- Users find the **reporting features lacking** , yearning for deeper insights into client behavior for better analysis.
- Users find the **reporting features lacking** , desiring deeper insights into client behavior beyond basic metrics.

#### What Are Recent G2 Reviews of ClientCircle?

**["Excellent "](https://www.g2.com/survey_responses/clientcircle-review-874378)**

**Rating:** 5.0/5.0 stars

_— Allie M._

[Read full review](https://www.g2.com/survey_responses/clientcircle-review-874378)

**["Use of lead nurturing techniques such as automation"](https://www.g2.com/survey_responses/clientcircle-review-10030740)**

**Rating:** 4.0/5.0 stars

_— Getinet T._

[Read full review](https://www.g2.com/survey_responses/clientcircle-review-10030740)

### [ClientMax](https://www.g2.com/products/clientmax/reviews)

ClientMax is an all-in-one CRM and marketing automation platform designed to streamline business communications and lead management. It consolidates essential tools into a single dashboard, including 2-way SMS and email conversation handling, GMB and Facebook messaging, reputation management, and automated "missed-call text-back" workflows. ClientMax also features a full social media content planner, professional invoicing, and dynamic form building to help agencies and businesses drive measurable ROI.

#### Who Is the Company Behind ClientMax?

- **Seller:** [ClientMax](https://www.g2.com/sellers/clientmax)
- **Year Founded:** 2022
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3055e20b4bdc89db6a048d753e19fd5341722e7192588730a3d1035692b72f2f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclientmaxco%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Closby](https://www.g2.com/products/closby/reviews)

Closby is a Brazilian sales CRM for teams that sell through relationships. It pairs a drag-and-drop Kanban pipeline with labels, per-client history, and AI-written follow-ups (the rep just reviews and sends) so no deal goes cold for lack of a nudge. Its main edge is pricing: while most CRMs charge per user and get pricier with every seat, Closby charges one flat price for the whole team. Fully in Brazilian Portuguese, billing in BRL via Stripe, data hosted in Brazil, and LGPD-compliant.

#### Who Is the Company Behind Closby?

- **Seller:** [Closby](https://www.g2.com/sellers/closby)
- **HQ Location:** São Paulo, BR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ae61cbabdd853623bf85efe069adabb493d92c69a0efdc9a0c8751cce997cf94&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclosby&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [ClosingDealz](https://www.g2.com/products/closingdealz/reviews)

ClosingDealz is a easy-to-use modern CRM built for agencies that want to close more deals, work smarter, and grow faster. Designed for simplicity and impact, it helps you stay organized, move faster, and focus on what matters.

#### Who Is the Company Behind ClosingDealz?

- **Seller:** [ClosingDealz](https://www.g2.com/sellers/closingdealz)
- **Year Founded:** 2024
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=08ede24d8939cc925d5fff772d9c3d787b226946daea7fb87e60509eaaf2a2cd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclosingdealz%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [CNPJ BIZ](https://www.g2.com/products/cnpj-biz/reviews)

A CNPJ Biz é uma plataforma brasileira voltada para inteligência comercial, prospecção B2B e automação de vendas. A solução foi desenvolvida para atender equipes de vendas e marketing que buscam aumentar a eficiência na geração de leads e na conversão de oportunidades de negócio. A plataforma combina dados empresariais atualizados com ferramentas de automação e CRM, possibilitando a execução de estratégias outbound e inbound de forma centralizada. No outbound, a CNPJ Biz permite criar listas segmentadas de empresas com base em critérios como CNAE, localização, data de abertura, porte e outros filtros avançados. É possível automatizar o envio de mensagens via WhatsApp e e-mail a partir dessas listas, otimizando o contato inicial com leads qualificados. Já no inbound, a plataforma funciona como uma base de dados e gestão de relacionamento, permitindo que leads gerados por outras fontes sejam nutridos através do WhatsApp e e-mail, acompanhados no funil e convertidos com maior previsibilidade. Com o CRM integrado, é possível acompanhar o pipeline de vendas, registrar interações e monitorar indicadores de performance. A CNPJ Biz também conta com um assistente de IA que automatiza a prospecção e sugere contatos ideais com base em comportamentos e padrões de mercado, elevando a qualidade da abordagem comercial. Empresas como fintechs, financeiras, agências, consultorias e indústrias usam a CNPJ Biz para escalar suas vendas com mais precisão, utilizando dados estratégicos e automações inteligentes.

#### Who Is the Company Behind CNPJ BIZ?

- **Seller:** [CNPJ BIZ](https://www.g2.com/sellers/cnpj-biz)
- **Year Founded:** 2017
- **HQ Location:** Brasil, BR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3e4ec485317e32f755034d2224eb6e8145090f945eec725d97feee365601b65a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcnpjbiz&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [CodelystCRM Platform](https://www.g2.com/products/codelystcrm-platform/reviews)

CodelystCRM Platforms Private Limited delivers enterprise-grade, scalable, and fully customizable CRM solutions for global businesses. Designed for Sales, Marketing, Support, and HR, our platform enables companies to streamline operations, scale globally, and improve customer experience.

#### Who Is the Company Behind CodelystCRM Platform?

- **Seller:** [CodelystCRM](https://www.g2.com/sellers/codelystcrm)
- **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=3fdfe8e6c9310b8c9981f14b94951452d11cd77d58017d288e4c8a5afa6966b5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcodelystcrm%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

Cogover CRM is a customer relationship management and sales management platform built on a No-code/Low-code foundation with integrated AI. Developed by Cogover LLC, headquartered in Delaware, USA, with offices in Hanoi, Ho Chi Minh City, India, and the UAE, the platform serves over 3,000 businesses across financial services, telecommunications, education, retail, and manufacturing from startups to enterprises. Cogover CRM enables sales teams to manage the complete sales lifecycle within a single workspace. Core functionality includes lead management with automated classification, assignment, and routing; visual sales pipeline tracking for accounts, contacts, and opportunities; contract and quotation management with built-in document templates; multi-channel customer data unification from web forms, email, chat, social media, and call center; fully customizable reports and dashboards; and a mobile application on iOS and Android for field sales operations. The platform integrates AI to power smart search, automated data extraction from emails and documents, intelligent suggestions for sales decision-making, and AI-assisted follow-up reminders. It connects with Gmail, ERP, HRM, and other business systems through Cogover Process, the platform's workflow automation engine. Cogover CRM is designed for businesses that need a flexible, fully customizable CRM without heavy IT investment. Unlike traditional packaged CRM solutions with fixed feature sets, Cogover allows business users to design and modify data objects, fields, interface layouts, workflows, and multi-level approval processes through a drag-and-drop builder without writing code. This enables organizations to configure the system to match their specific sales methodology and operational processes, and adapt it as their business evolves, reducing dependence on developer resources and rigid software systems.

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

- **Seller:** [Cogover](https://www.g2.com/sellers/cogover)
- **Year Founded:** 2024
- **HQ Location:** Middletown, US
- **Twitter:** @CogoverLLC  
1 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0ecea6918090cff6aebbcd10555f83ae51035bea1af934775bb8cb6f1afcd9e1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcogover%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

### [Coherence](https://www.g2.com/products/coherence-2026-03-02/reviews)

Coherence is a flexible workspace platform that adapts to how your business actually works. Instead of forcing you into rigid pipelines, Coherence lets you create any data structure you need and connects everything through email, calendar, and automation.

#### Who Is the Company Behind Coherence?

- **Seller:** [Coherence](https://www.g2.com/sellers/coherence-8b3a83a5-f7f0-48ae-a127-7fb54f90aa93)
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=daccf2351f82b7d7918f904668e9c921632fc1d6e0067b2c4c1e473903ab7cc1&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fcoherence%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

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Spotlight Categories

[Virtual Data Room Software](https://www.g2.com/categories/virtual-data-room-vdr)

[SMS Marketing Software](https://www.g2.com/categories/sms-marketing)

[Email Marketing Software](https://www.g2.com/categories/email-marketing)

[Sales Enablement Software](https://www.g2.com/categories/sales-enablement)

[Session Replay Software](https://www.g2.com/categories/session-replay)

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- [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)
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- [Revenue AI Platforms](/categories/revenue-ai-platforms)
- [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i)

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

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

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

Updated March 5, 2025

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

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

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

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

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

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

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

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