# Best CRM Software - Page 13

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,085

### Category Stats (Jul 2026)

- **Average Rating:** 4.38/5 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 21, 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=3296&focus%5B%5D=128650&focus%5B%5D=1934)

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

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm&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=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-31T12%3A07%3A47Z&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=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%3Fcoupon_code%3Dcustomerreferral10%26page%3D13&secure%5Btoken%5D=70d91db03edb63fb5c49c62a25315904d4b32ce4c871df396998e4ec928a6e61&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2025%2F01%2Fcc18428e-ee7e-0010-bca6-c68f7e60039b.html%3Fcampaigncode%3DCRM-YD25-CEX-407334%26source%3DSALES-click-campaign-G2&secure%5Burl_type%5D=custom_url)

### [Fitnet Manager](https://www.g2.com/products/fitnet-manager/reviews)

Fitnet Manager is a 100% SaaS collaborative ERP designed for IT services companies, consulting firms, and professional service providers who want to manage their business with a clear and unified vision. Its core strength lies in project-based management. Every project or mission is treated as a unique business case, tracked from start to finish: from commercial opportunities and quotes to resource planning, time tracking, expense management, invoicing, and profitability analysis. This gives companies real-time visibility into margins and financial performance. With Fitnet Manager, all operations are centralized in one platform. Sales and CRM functions manage pipelines, quotes, contracts, and subscriptions. Project management and professional services automation cover multi-project planning, time tracking, and resource allocation. HR and administration modules handle leave, absences, expenses, and skills management. Finance and reporting features provide automated invoicing, multi-currency support, reconciliations, and consolidated reporting. Delivered as a SaaS solution, Fitnet Manager combines user-friendly design, flexible configuration, and open connectivity through APIs and integrations to adapt to each organization. With more than 15 years of experience, it supports hundreds of IT services firms and consulting companies in their growth and transformation.

**Average Rating:** 4.0/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Fitnet Manager?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Fitnet Manager?

- **Seller:** [Fitnet Manager](https://www.g2.com/sellers/fitnet-manager)
- **Year Founded:** 2007
- **HQ Location:** Montpellier, France
- **Twitter:** @FitnetManager  
763 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cbf68a806f0186b0c38d02354347ca67b46da53b7e7104b589a09d5fbfabaf0b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F279509%2F&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 47% Large, 41% Medium

#### What Are Recent G2 Reviews of Fitnet Manager?

**["The app is not available in all languages."](https://www.g2.com/survey_responses/fitnet-manager-review-3405356)**

**Rating:** 4.5/5.0 stars

_— Mayara E._

[Read full review](https://www.g2.com/survey_responses/fitnet-manager-review-3405356)

**["Streamlines Operations with Comprehensive ERP"](https://www.g2.com/survey_responses/fitnet-manager-review-12518554)**

**Rating:** 4.0/5.0 stars

_— Elisnara P._

[Read full review](https://www.g2.com/survey_responses/fitnet-manager-review-12518554)

#### What Are G2 Users Discussing About Fitnet Manager?

- [What is Fitnet Manager used for?](https://www.g2.com/discussions/what-is-fitnet-manager-used-for)

### [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews)

NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.

**Average Rating:** 4.2/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate Pershing Financial Services?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Pershing Financial Services?

- **Seller:** [Pershing a BNY Mellon](https://www.g2.com/sellers/pershing-a-bny-mellon)
- **Year Founded:** 1939
- **HQ Location:** Jersey City, New Jersey
- **Twitter:** @Pershing  
7,117 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f0163ce4c182714b24736c5232de859ba769b1d802c648870bd860aaaca3377&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpershing-a-bny-mellon-company%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Information Technology and Services
- **Company Size:** 41% Large, 29% Medium

#### What Are Recent G2 Reviews of Pershing Financial Services?

**["Good trading platform"](https://www.g2.com/survey_responses/pershing-financial-services-review-6967965)**

**Rating:** 4.0/5.0 stars

_— Brooke B._

[Read full review](https://www.g2.com/survey_responses/pershing-financial-services-review-6967965)

**["Community Sales Advisor"](https://www.g2.com/survey_responses/pershing-financial-services-review-7872227)**

**Rating:** 5.0/5.0 stars

_— Lonell R._

[Read full review](https://www.g2.com/survey_responses/pershing-financial-services-review-7872227)

#### What Are G2 Users Discussing About Pershing Financial Services?

- [What is NetX360 used for?](https://www.g2.com/discussions/what-is-netx360-used-for)

### [GreenRope](https://www.g2.com/products/greenrope/reviews)

GreenRope is an all-in-one, complete CRM, marketing automation, and customer service solution designed for businesses doing big things. GreenRope combines sales, marketing, and operations into one, highly customizable software solution built for your business. GreenRope is more than software, it’s a way of doing business. We help our users break down departmental silos to create streamlined business processes. GreenRope’s CRM has all the tools and integrations you need for sales, marketing, customer service, and operations. Real power comes from an integrated approach, and that’s exactly what GreenRope offers. GreenRope includes advanced marketing automation capabilities, drag-and-drop customer journey mapping, sales force automation, customer service tools, and a tool box of other features to help manage and operate your business. GreenRope gives you control over your entire business from sales to marketing to customer service.You get a 360-degree view of your customers and a better way to manage and reach your KPIs. GreenRope is one of the only true all-in-one solutions. Everyone in your organization can use GreenRope to manage sales, boost marketing initiatives, and use data to create better customer experiences. Plus, additional users are always free. Effectively manage your sales pipeline with in-depth sales enablement tools. Customize the way you view your contacts, schedule appointments, automate follow-ups, and easily view all sales opportunities. GreenRope gives you marketing automation that's easy to set up, test, and execute. Never miss an opportunity to provide the best customer experience through personalized communication and data-driven strategies. With GreenRope, you can manage multiple channels - websites, email, mobile, social, and more - all in the same platform. We are here when you need us. Contact us 24/7 via chat, email, and more. Plus, we provide in-depth onboarding with personalized training, a certification program, and hundreds of online resources to ensure your success. GreenRope is a company built around providing exceptional value to our customers. Since we started in 2008, we have evolved from being one of the first email marketing service providers to being the first, truly Complete CRM on the market. Combining sales, marketing, and operations in to a single platform, GreenRope inspires collaboration with your clients, vendors, and employees and we live this collaborative culture, listening to people like you to build what YOU want to run your business. GreenRope's Complete CRM helps business owners, sales managers and marketers bridge the gap between departments and make data accessible throughout, so your business runs smoothly and effectively with all the information a team needs to better target and serve their leads and customers.

**Average Rating:** 4.3/5.0

**Total Reviews:** 219

#### How Do G2 Users Rate GreenRope?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind GreenRope?

- **Seller:** [GreenRope](https://www.g2.com/sellers/greenrope)
- **Year Founded:** 2008
- **HQ Location:** Solana Beach, CA
- **Twitter:** @GreenRope  
5,179 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8aebcb61e78a65ec237d0ab1bbe336c9b7d01d3ff8e92076f50bf189cc4b687&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2235385%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 80% Small, 16% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of GreenRope, facilitating seamless management of CRM and marketing tasks effortlessly.
- Users value the **easy and powerful email marketing** features of GreenRope, enhancing efficiency and engagement effortlessly.
- Users value the **seamless integration** of GreenRope, greatly enhancing efficiency and productivity in managing leads and campaigns.
- Users value the **seamless automation** of GreenRope, which significantly enhances efficiency and improves conversion rates.
- Users benefit from **powerful automation features** in GreenRope that streamline workflows and enhance engagement effortlessly.

##### Cons

- Users express concerns about **missing features** in GreenRope, particularly in email control and operational tools.
- Users find that **expertise is required** to navigate GreenRope's complex features, making setup challenging for newcomers.
- Users report **feature issues** with GreenRope, including inconsistent email deliverability and limitations in the editing tools.
- Users find the **learning curve steep** , as the packed dashboard and complex features require significant time to master.
- Users feel the **limited features** of GreenRope fail to meet complex operational needs, requiring significant improvements.

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

**["GreenRope Next Generation CRM: Powerful Real-Time Sync and Automation"](https://www.g2.com/survey_responses/greenrope-review-11821654)**

**Rating:** 4.5/5.0 stars

_— Rajesh M._

[Read full review](https://www.g2.com/survey_responses/greenrope-review-11821654)

**["Seamlessly Integrated All-in-One CRM Solution"](https://www.g2.com/survey_responses/greenrope-review-12410603)**

**Rating:** 4.0/5.0 stars

_— Sival P._

[Read full review](https://www.g2.com/survey_responses/greenrope-review-12410603)

### [Platformly](https://www.g2.com/products/platformly/reviews)

Platformly is a powerful yet easy to use business management and marketing automation tool for busy business owners who are focused on growth. Platformly makes marketing attribution easy by precisely tracking interactions across different campaigns and channels throughout your entire marketing funnel. It helps you understand in unparalleled detail which marketing activities drive the most sales, who your most loyal customers are and what drives growth. BUSINESS DASHBOARDS Dashboards provide your most important business metrics consolidated into one fully customizable dashboard. They offer a real-time overview of what is happening in your business, with the ability to drill down and get the exact data you need at any given time. LINK TRACKING Platformly is your campaign management command center. Seamlessly track campaign performance, user interactions, sales and everything in between and beyond. CRM One central location for managing and strengthening customer relationships. See an overview or choose a contact to see all past interactions with your brand. All data is automatically updated in real-time. LEAD CAPTURE Intuitive customer acquisition tools, from behavior driven opt-in forms to complete, pixel-perfect landing pages. All with an easy drag-and-drop interface to help you launch effective campaigns quickly. EMAIL MARKETING Deliver the right message to the right person at the right time. Use our visual email builder to send beautiful and responsive event-driven or broadcast emails with one of the industry’s highest delivery rates. MARKETING AUTOMATION Turn cold traffic into brand advocates at scale with event-driven campaigns and highly personalized experiences. All can be done visually without writing a single line of code. COMPLETE REPORTS Your essential business data easily accessible through real-time insights and analytics dashboards. Measure and analyze every aspect of your marketing and sales and make decisions with confidence.

**Average Rating:** 4.5/5.0

**Total Reviews:** 106

#### How Do G2 Users Rate Platformly?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Platformly?

- **Seller:** [Platformly](https://www.g2.com/sellers/platformly)
- **Year Founded:** 2017
- **HQ Location:** Tortola, British Virgin Islands
- **Twitter:** @PlatformlyHQ  
235 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5406392546ee47fe5646e25b2c6ef689768d05b246a8c46a74d78a92b8bc6992&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13447871%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 90% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find that Platformly provides a **powerful platform for rapid business growth** with versatile tools and plans.
- Users value the **business support** offered by Platformly, enabling rapid organization and growth of their campaigns.
- Users appreciate the **comprehensive tools** of Platformly, enabling efficient organization and growth of campaigns and businesses.
- Users value the **ease of use** of Platformly, facilitating quick organization and management of their campaigns.
- Users value the **diverse tools** offered by Platformly, enabling efficient organization and rapid business growth.

##### Cons

- Users experience **performance issues** with Platformly, noting it can become sluggish during use, especially late in the day.
- Users often experience **slow loading times** , which can affect their overall experience with Platformly.
- Users experience **slow performance** at times, which can hinder their overall experience with Platformly.

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

**["Streamlines B2B Campaigns with Unified Tools"](https://www.g2.com/survey_responses/platformly-review-12931049)**

**Rating:** 4.5/5.0 stars

_— Roehm B._

[Read full review](https://www.g2.com/survey_responses/platformly-review-12931049)

**["Great for Unifying Marketing Data Pipelines, Missing Native Kubernetes Tooling & Modern Java SDK"](https://www.g2.com/survey_responses/platformly-review-12963382)**

**Rating:** 4.0/5.0 stars

_— Florian B._

[Read full review](https://www.g2.com/survey_responses/platformly-review-12963382)

#### What Are G2 Users Discussing About Platformly?

- [What are the benefits and drawbacks of using Platformly for marketing automation?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-platformly-for-marketing-automation)
- [What is Platformly used for?](https://www.g2.com/discussions/what-is-platformly-used-for)

### [SalezShark](https://www.g2.com/products/salezshark/reviews)

SalezShark is the next generation platform that fuels sales and marketing efforts of businesses. Its ‘Relationship Cloud’ makes it stand apart from the crowded traditional CRM market that just offers the automation of sales processes operationally, leaving sales guys to lay much efforts entering data and feeding information. SalezShark’ s Relationship Cloud feeds an intelligent mesh of relationship network to make connections with prospects easier and faster; know their personality traits, so that they are equipped with customer intelligence to do better prospecting and nurture relationships with clients. SalezShark, creates a compelling factor for sales people and gives them a reason to love CRM platform.

**Average Rating:** 4.4/5.0

**Total Reviews:** 37

#### How Do G2 Users Rate SalezShark?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SalezShark?

- **Seller:** [SalezShark](https://www.g2.com/sellers/salezshark)
- **Year Founded:** 2014
- **HQ Location:** Great Falls, US
- **Twitter:** @SalezShark  
1,462 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=95f90bb7d0037cbaf846de86fa4f8d49a6e6926dea35085de6adb45cec2a3e7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4798552%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 47% Medium, 42% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of SalezShark, which streamlines processes and enhances productivity significantly.
- Users find the **easy setup** of SalezShark smooth and straightforward, making it quick to start using effectively.
- Users appreciate the **user-friendly interface** of SalezShark, allowing quick setup and automation to save time.
- Users appreciate the **user-friendly interface** of SalezShark, allowing for quick setup and efficient selling.
- Users commend SalezShark for its **affordable pricing** , making it a great option for budget-conscious businesses.

##### Cons

- Users find the **pricing of SalezShark expensive** and suggest it should be more affordable for better value.
- Users feel the **limited customization** options in SalezShark make the user interface less intuitive and overwhelming.
- Users find the **user interface not intuitive** , feeling overwhelmed by its clutter and difficulty in navigation.
- Users find SalezShark's interface **not user-friendly** , describing it as cluttered and overwhelming during navigation.
- Users find the **user interface overwhelming** , making navigation through features less intuitive and more cumbersome.

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

**["Salezshark Centralizes Communication with Powerful Automation and Reporting"](https://www.g2.com/survey_responses/salezshark-review-12452895)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/salezshark-review-12452895)

**["Clear, Simple Sales Dashboard with a Well-Structured Pipeline View"](https://www.g2.com/survey_responses/salezshark-review-12644073)**

**Rating:** 4.0/5.0 stars

_— Luis (Tito) U._

[Read full review](https://www.g2.com/survey_responses/salezshark-review-12644073)

#### What Are G2 Users Discussing About SalezShark?

- [What is SalezShark used for?](https://www.g2.com/discussions/what-is-salezshark-used-for)

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

Rolldog CRM software offers a robust platform for businesses of all sizes to manage customer interactions, automate sales processes, track operations, and improve customer service. Its intuitive interface and powerful features, like lead tracking and contact management, help streamline operations and drive business growth by providing a unified view of customer data. This empowers teams to make informed decisions and build stronger client relationships without too much hassle.

**Average Rating:** 4.9/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate Rolldog CRM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (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 Rolldog CRM?

- **Seller:** [Rolldog](https://www.g2.com/sellers/rolldog)
- **Year Founded:** 2019
- **HQ Location:** Toronto, CA
- **Twitter:** @rolldogsales  
11 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3df0afbd0cc08b224f3f89f5dfe0a1c16a39130bfaa47737b4d5006db3db3e7e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frolldog%2F&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 43% Medium

#### What Are Recent G2 Reviews of Rolldog CRM?

**["Rolldog is great for our small team of collaborators"](https://www.g2.com/survey_responses/rolldog-crm-review-8640090)**

**Rating:** 4.5/5.0 stars

_— Hannah R._

[Read full review](https://www.g2.com/survey_responses/rolldog-crm-review-8640090)

**["Highly Recommend Rolldog"](https://www.g2.com/survey_responses/rolldog-crm-review-7700099)**

**Rating:** 5.0/5.0 stars

_— Allison W._

[Read full review](https://www.g2.com/survey_responses/rolldog-crm-review-7700099)

#### What Are G2 Users Discussing About Rolldog CRM?

- [What is Rolldog CRM used for?](https://www.g2.com/discussions/what-is-rolldog-crm-used-for) - 1 comment

### [Reelo](https://www.g2.com/products/reelo/reviews)

Reelo is a smart customer engagement and marketing platform for Restaurant and Retail businesses. It helps businesses to be in touch with their customer with Loyalty program, WhatsApp campaigns, referral program and much more.

**Average Rating:** 4.3/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Reelo?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Reelo?

- **Seller:** [Reelo](https://www.g2.com/sellers/reelo)
- **HQ Location:** , 
- **Twitter:** @relocationme
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1256cf17c896265d5a39e46064528eee9dcc4ba165d1fcb7440a8f43a4f556d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Freelome%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Food & Beverages
- **Company Size:** 74% Small, 26% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Reelo for its **ease of use** , making customer engagement and loyalty program management straightforward and efficient.
- Users praise Reelo for its **automation capabilities** , making customer loyalty and engagement effortless and effective.
- Users love Reelo for its **user-friendly interface** , which simplifies loyalty management and enhances customer retention strategies.
- Users praise Reelo for its **automation features** , streamlining loyalty programs and enhancing customer retention effortlessly.
- Users love Reelo for its **easy-to-use interface** , simplifying retention marketing and enhancing customer engagement effortlessly.

##### Cons

- Users report **data management issues** with integration, difficulty entering info, and slow customer support response.
- Users face significant **integration difficulties** with Reelo, causing frustration and hindering overall functionality and support.
- Users experience significant **integration issues** with Reelo, leading to frustration and downtime in service functionality.
- Users express frustration with **poor customer support** , highlighting slow responses and unresolved ticket issues impacting their experience.
- Users express concerns about **data accessibility** , citing slow support and complicated data management processes.

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

**["Intuitive UI and Features That Boost Repeat Customers"](https://www.g2.com/survey_responses/reelo-review-13091773)**

**Rating:** 5.0/5.0 stars

_— Jasleen S._

[Read full review](https://www.g2.com/survey_responses/reelo-review-13091773)

**["Reelo Makes Customer Loyalty and Repeat Business Effortless been using reelo for some time"](https://www.g2.com/survey_responses/reelo-review-13089989)**

**Rating:** 4.5/5.0 stars

_— UTSAV S._

[Read full review](https://www.g2.com/survey_responses/reelo-review-13089989)

### [Ringy (formerly iSales)](https://www.g2.com/products/ringy-formerly-isales/reviews)

The CRM built on what matters most – communication! Conversations drive sales. Ringy handles them for you. Turn calls into customers with an automated sales team in your back pocket. Ringy is a complete CRM designed to support your team, enhance performance, and bridge the gap between lead nurture and deal closure. With Ringy, growing businesses get state-of-the-art CRM features at a competitive price.

**Average Rating:** 4.6/5.0

**Total Reviews:** 54

#### How Do G2 Users Rate Ringy (formerly iSales)?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Ringy (formerly iSales)?

- **Seller:** [Kovacs Systems](https://www.g2.com/sellers/kovacs-systems)
- **Year Founded:** 2013
- **HQ Location:** Denver, CO
- **Twitter:** @RingyCRM  
94 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c29f65f98311d412d095c13a99de488225e4d5808ec69f520743372789169081&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fringycrm%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 53% Small, 26% Large

#### What Do G2 Reviewers Say About Ringy (formerly iSales)?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Ringy, finding navigation and lead management simple and visually appealing.
- Users find the **easy navigation** of Ringy helpful for managing leads effectively, enhanced by visually pleasing color coordination.
- Users praise the **easy navigation and visual appeal** in managing leads with Ringy, enhancing their experience.
- Users admire the **ease of navigation in lead management** , enhanced by visually appealing color coordination.
- Users find the **navigation ease** of Ringy intuitive and visually pleasing, making lead management effortless.

##### Cons

- Users find Ringy **expensive** , struggling to see how their spending translates to actual usage like minutes and texts.

#### What Are Recent G2 Reviews of Ringy (formerly iSales)?

**["GREATEST CRM!!"](https://www.g2.com/survey_responses/ringy-formerly-isales-review-4357198)**

**Rating:** 5.0/5.0 stars

_— Jon S._

[Read full review](https://www.g2.com/survey_responses/ringy-formerly-isales-review-4357198)

**["Ringing with Ringy"](https://www.g2.com/survey_responses/ringy-formerly-isales-review-11098977)**

**Rating:** 4.5/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/ringy-formerly-isales-review-11098977)

#### What Are G2 Users Discussing About Ringy (formerly iSales)?

- [What is Ringy (formerly iSales) used for?](https://www.g2.com/discussions/what-is-ringy-formerly-isales-used-for)

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

Lime CRM is a visual and user-friendly CRM for 10 users and up that simplifies the workday for marketing, sales and support teams. Lime CRM keeps customers, deals and campaigns in one place and enables you to not only manage and track, but also make use of all your customer data. With smart add-ons and integrations to your other IT systems, duplicate work will be avoided and you can instead focus on what's important: providing exceptional customer experiences. Hosted or on your own server.

**Average Rating:** 4.3/5.0

**Total Reviews:** 91

#### How Do G2 Users Rate Lime CRM?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 6.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.3/10 (Category avg: 8.6/10)

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

- **Seller:** [Lime Technologies](https://www.g2.com/sellers/lime-technologies)
- **Year Founded:** 1990
- **HQ Location:** Lund, Skane
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f313c5cff48d2b87ed49dde93be183af3d732b3fb74551cc633328dd7c089e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flimetechnologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
422 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 52% Small, 45% Medium

#### What Do G2 Reviewers Say About Lime CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customizability** of Lime CRM, allowing them to tailor the system to their specific needs.
- Users value the **customization options** in Lime CRM, allowing tailored solutions for their specific organizational needs.
- Users value the **flexibility** of Lime CRM, allowing effortless customization to suit their specific organizational needs.
- Users commend the **excellent customer support** from Lime CRM, appreciating its responsiveness and helpfulness.
- Users value the **extremely customizable interface** of Lime CRM, enhancing adaptability and efficiency without external dependence.

##### Cons

- Users find the **limited features** of Lime CRM hinder effective collaboration, particularly with Office 365 integration.
- Users experience **call issues** with Lime CRM, particularly complaining about slow responses and limited web client integration.
- Users experience **inaccurate data** and slow responses from Lime CRM, complicating their workflow and efficiency.
- Users find the **learning curve challenging** , especially for functions related to security and general usability.
- Users find the Lime CRM's **limited customization** restrictive, especially when integrating with other tools like Office 365.

#### What Are Recent G2 Reviews of Lime CRM?

**["Lime - very easy and very searchable"](https://www.g2.com/survey_responses/lime-crm-review-5334133)**

**Rating:** 5.0/5.0 stars

_— Staffan B._

[Read full review](https://www.g2.com/survey_responses/lime-crm-review-5334133)

**["A flexible CRM system"](https://www.g2.com/survey_responses/lime-crm-review-8582168)**

**Rating:** 4.0/5.0 stars

_— Peter A._

[Read full review](https://www.g2.com/survey_responses/lime-crm-review-8582168)

#### What Are G2 Users Discussing About Lime CRM?

- [What is your experience with Lime CRM for customer relationship management, and what improvements could be made?](https://www.g2.com/discussions/what-is-your-experience-with-lime-crm-for-customer-relationship-management-and-what-improvements-could-be-made)
- [What is Lime CRM used for?](https://www.g2.com/discussions/what-is-lime-crm-used-for)

### [nTireCRM](https://www.g2.com/products/sunsmart-technologies-ntirecrm/reviews)

nTireCRM is a web based customer relationship, incident, lead management system designed to help enterprise across diversified verticals viz.

**Average Rating:** 4.6/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate nTireCRM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind nTireCRM?

- **Seller:** [sunsmart technologies](https://www.g2.com/sellers/sunsmart-technologies)
- **Year Founded:** 2012
- **HQ Location:** Kansas City, Missouri
- **Twitter:** @sunsmart\_tech  
294 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e895fcda9acdd323defcfde2f9fe28f8f083317634e81f5b1a4fba5b014e9f32&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsunsmartusa&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 36% Large, 36% Small

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

**["Best CRM Software helps to connect all Business vertical within torganization"](https://www.g2.com/survey_responses/ntirecrm-review-6742254)**

**Rating:** 5.0/5.0 stars

_— Firoz k._

[Read full review](https://www.g2.com/survey_responses/ntirecrm-review-6742254)

**["One of the leading CRM software in the industry, good for mid sized organisation."](https://www.g2.com/survey_responses/ntirecrm-review-6851422)**

**Rating:** 4.5/5.0 stars

_— Sahil B._

[Read full review](https://www.g2.com/survey_responses/ntirecrm-review-6851422)

#### What Are G2 Users Discussing About nTireCRM?

- [What is Sunsmart CRM Software used for?](https://www.g2.com/discussions/what-is-sunsmart-crm-software-used-for)

### [OpenCRM](https://www.g2.com/products/opencrm/reviews)

Our fully featured and easily customisable, Cloud CRM solution will help you grow your business without having to pay astronomical prices. OpenCRM does everything that our rivals do, for a fraction of the cost: manage your sales, customers, contacts, finances, events, projects and tickets, wherever you are, whenever you want. Plus, you can access all of our features no matter what price band you are in. No hidden fees; no surprise paywalls for the stuff you thought was included.

**Average Rating:** 4.3/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate OpenCRM?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OpenCRM?

- **Seller:** [OpenCRM](https://www.g2.com/sellers/opencrm)
- **Year Founded:** 2005
- **HQ Location:** Richmond, North Yorkshire
- **Twitter:** @OpenCRM  
1,746 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a36a475964f00e8c08c98a4b6762a8a36ecf4ef65839adc7a50f5407b237c31b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F498359%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 58% Small, 30% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of OpenCRM, appreciating its intuitive interface and seamless lead management features.
- Users find the **easy setup** of OpenCRM highly beneficial, facilitating quick and efficient database management from the start.
- Users value the **thorough lead analysis** provided by OpenCRM, enhancing communication and follow-up efficiency.
- Users value the **affordability** of OpenCRM, benefiting from an all-in-one solution that reduces multiple subscription costs.
- Users value the **excellent customer support** from OpenCRM, ensuring smooth setup and timely follow-ups on leads.

##### Cons

- Users find OpenCRM **not user-friendly** due to confusing navigation and outdated interface, alongside software bugs and hangs.
- Users experience **software bugs** and occasional hangs, which hinder the overall usability and interface clarity of OpenCRM.
- Users find the **learning curve** for advanced customizations in OpenCRM can complicate initial setup and efficiency.
- Users find that the **time-consuming setup** of OpenCRM can hinder efficiency in accessing its features.

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

**["Centralized Client & Regulatory Management for Investment Firms"](https://www.g2.com/survey_responses/opencrm-review-12833987)**

**Rating:** 4.0/5.0 stars

_— Kiley A._

[Read full review](https://www.g2.com/survey_responses/opencrm-review-12833987)

**["Effortless Setup and Great for Small Teams"](https://www.g2.com/survey_responses/opencrm-review-12688149)**

**Rating:** 4.0/5.0 stars

_— Demir Z._

[Read full review](https://www.g2.com/survey_responses/opencrm-review-12688149)

#### What Are G2 Users Discussing About OpenCRM?

- [What is OpenCRM used for?](https://www.g2.com/discussions/what-is-opencrm-used-for) - 1 comment

### [Bloom](https://www.g2.com/products/bloom-io-bloom/reviews)

Bloom is a business workspace for independent business owners, freelancers, and service professionals. It connects all client touch-points in a professional experience, including digital forms, quotes, contracts, invoices, digital payments, communication, scheduling, and even the client portal.

**Average Rating:** 4.5/5.0

**Total Reviews:** 82

#### How Do G2 Users Rate Bloom?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Bloom?

- **Seller:** [Bloom.io](https://www.g2.com/sellers/bloom-io)
- **Year Founded:** 2015
- **HQ Location:** Vancouver, WA
- **Twitter:** @bloomcrm  
9,470 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8e32859d99e7a8ec92a793c56e3630123c29f99456dac42d0da0ef42041b2cd1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbloomcrm%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Photography, Marketing and Advertising
- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **stunning UI** of Bloom, finding it ideal for centralizing communications for small teams and solopreneurs.
- Users love the **intuitive UI** of Bloom, which effectively centralizes client communications for small teams.
- Users love the **intuitive interface** of Bloom, enhancing productivity for solopreneurs and small creative teams.
- Users love the **user-friendly interface** of Bloom, which simplifies client communication for solopreneurs and small teams.
- Users love the **stunning user interface** of Bloom, making client communication centralization easy for solopreneurs and teams.

##### Cons

- Users find the **limited features** of Bloom lacking, as it only offers project tracking without task management capabilities.
- Users find the **lack of a task management system** limits Bloom’s project management capabilities, focusing more on tracking.

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

**["The Absolute Best CRM"](https://www.g2.com/survey_responses/bloom-review-8244740)**

**Rating:** 5.0/5.0 stars

_— Rachel M._

[Read full review](https://www.g2.com/survey_responses/bloom-review-8244740)

**["Sleek and comprehensive system for any design-driven profession"](https://www.g2.com/survey_responses/bloom-review-8277277)**

**Rating:** 5.0/5.0 stars

_— Alexis N._

[Read full review](https://www.g2.com/survey_responses/bloom-review-8277277)

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

Retain customers and empower your sales team. Order-aware CRM with customer behavior insights. Know your customers & sell more. Improve repeated orders. Have a central place for your B2B or B2C customers, their orders, notes, tags, tasks and your own custom fields directly under their profile. Two-way Tag sync with Shopify. Extend your CRM with the Integration with Zapier. Manage sales activities, collect customer feedback & track team performance. Unique insights per customer e.g. RFM classification, forecasted next order date and order cycle in days. Main features include: - Full 360 customer profile, online orders, notes and tags in one place - Manage sales activities, automate, collect feedback & track team performance - Group your tasks into sales plans, track the outcome per user or per plan - Segment your customers, with 40+ data points to target them - See forecasted next order date, order cycle in days, AOV, total sales and more

**Average Rating:** 4.3/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Revamp CRM?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10)

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

- **Seller:** [Revamp Consulting](https://www.g2.com/sellers/revamp-consulting)
- **Year Founded:** 2013
- **HQ Location:** Nasr City, Cairo
- **Twitter:** @RevampCrm  
306 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=08f06e271af0905638808ed183d38658d9aa0b5a0c77f18906eadd825a351e09&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2917849%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 80% Small, 10% Large

#### What Are Recent G2 Reviews of Revamp CRM?

**["RevampCRM combines everything that I need"](https://www.g2.com/survey_responses/revamp-crm-review-2687059)**

**Rating:** 4.5/5.0 stars

_— Steven W._

[Read full review](https://www.g2.com/survey_responses/revamp-crm-review-2687059)

**["It contains really good features for our e-commerce."](https://www.g2.com/survey_responses/revamp-crm-review-3783709)**

**Rating:** 4.5/5.0 stars

_— austin w._

[Read full review](https://www.g2.com/survey_responses/revamp-crm-review-3783709)

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

Wortal CRM is a comprehensive cloud-based customer relationship management solution designed to streamline sales processes and enhance customer interactions. It offers a suite of tools that assist businesses in managing leads, tracking opportunities, and automating sales activities, thereby improving efficiency and driving growth. Key Features and Functionality: - Lead Management: Capture leads from various integrated platforms and assign them to relevant team members either manually or automatically. Receive notifications for new leads and set reminders for follow-ups to ensure timely engagement. - Opportunity Tracking: Monitor the progress of potential deals through customizable sales stages, allowing for a clear view of the sales pipeline and facilitating informed decision-making. - Sales Communication History: Maintain a comprehensive record of all interactions with clients, including calls, emails, and meetings, ensuring that all team members have access to up-to-date information. - Centralized Contact Management: Store and manage all customer information in a single, organized database, making it easy to access and update client details as needed. - Quotation Automation: Generate and send quotes directly from the CRM, streamlining the sales process and reducing manual tasks. - Calling App Integration: Utilize the built-in calling application to make and receive calls directly from the CRM, with automatic logging of call details for future reference. - WhatsApp Marketing: Engage with clients through WhatsApp, leveraging the platform for marketing campaigns and customer communication. - Reporting: Access real-time analytics and performance tracking to gain insights into sales activities, helping to identify trends and areas for improvement. Primary Value and Solutions Provided: Wortal CRM simplifies and automates the sales management process, enabling businesses to efficiently handle lead acquisition, allocation, monitoring, and pursuit. By centralizing customer data and sales activities, it enhances collaboration among team members and ensures that no opportunity is overlooked. The integration of communication tools and automation features reduces manual workload, allowing sales teams to focus on building relationships and closing deals. Ultimately, Wortal CRM empowers businesses to optimize their sales processes, make data-driven decisions, and achieve scalable growth.

**Average Rating:** 4.1/5.0

**Total Reviews:** 22

#### How Do G2 Users Rate Wortal CRM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 6.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.6/10 (Category avg: 8.6/10)

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

- **Seller:** [Jayshree Kapuria](https://www.g2.com/sellers/jayshree-kapuria)
- **Year Founded:** 2022
- **HQ Location:** Surat, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9cceadacea9f68d699e07f12646f6af04775d589a88e44833743fda6147819dd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwortal-crm%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 26% Small, 4% Medium

#### What Do G2 Reviewers Say About Wortal CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Wortal CRM for its **easy setup** , facilitating a smooth and quick transition to the platform.
- Users appreciate the **ease of lead management** in Wortal CRM, simplifying tracking and following up with leads effectively.
- Users find Wortal CRM's **ease of use** exceptional, enabling effortless client management and quick setup for everyone.
- Users value the **easy tracking** of leads and tasks in Wortal CRM, enhancing team management and productivity.
- Users value the **efficiency** of Wortal CRM, streamlining client management and enhancing workflow with a user-friendly interface.

##### Cons

- Users express dissatisfaction with the **missing features** like custom quotations and advanced WhatsApp integration.
- Users feel the **custom quotation and notification features** of Wortal CRM require significant improvement for better usability.
- Users express frustration with the **limited customization** options for quotation formats, hindering their branding efforts.
- Users express frustration with the **call recording summary feature** , finding it inaccessible for iOS devices directly through the phone.
- Users experience **server latency** in certain regions, leading to frustrating connectivity issues with Wortal CRM.

#### What Are Recent G2 Reviews of Wortal CRM?

**["Easiest CRM Setup Ever — Up and Running in 10 Minutes"](https://www.g2.com/survey_responses/wortal-crm-review-11898817)**

**Rating:** 5.0/5.0 stars

_— gaurav j._

[Read full review](https://www.g2.com/survey_responses/wortal-crm-review-11898817)

**["Budget-Friendly CRM with Essential Features"](https://www.g2.com/survey_responses/wortal-crm-review-11906202)**

**Rating:** 4.5/5.0 stars

_— Akshay P._

[Read full review](https://www.g2.com/survey_responses/wortal-crm-review-11906202)

### [Sellsy](https://www.g2.com/products/sellsy/reviews)

Sellsy is a comprehensive CRM solution; there is no need to hassle with multiple software. Sellsy manages every point of the sales process from prospecting to payment. Companies using Sellsy increase sales, make more informed decisions, and master efficiency. Sellsy can be adapted to fit the needs of your business. Available online, web & mobile devices, at an affordable price. The Sellsy Solution includes: • Lead Generation, Tracking & Scoring • Invoicing • Customer Service Management • Automated Marketing Campaigns and Emails • 360 Customer View • Pipeline View • Collaborative Tools • Project Management • Purchases, Expenses & Margins • E-commerce • POS • Time Tracking & much more!

**Average Rating:** 4.0/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Sellsy?

- **Has the product been a good partner in doing business?:** 6.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Sellsy?

- **Seller:** [Easybill](https://www.g2.com/sellers/easybill)
- **Year Founded:** 2009
- **HQ Location:** La Rochelle, Nouvelle Aquitaine
- **Twitter:** @sellsy\_app  
4,849 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b570a587cb5910ecd375ac585f3f59cef1557c138ec4fba96eb75ef79e0050f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feasybill&secure%5Burl_type%5D=linkedin_company_website)  
173 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 88% Small, 13% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation capabilities** of Sellsy, enabling effortless bill creation and sending.
- Users appreciate the **automation features** of Sellsy, finding it easy to create and send bills automatically.
- Users find Sellsy to be **easy to use** , allowing for automation of tasks like bill creation and sending.
- Users praise the **easy-to-use invoicing** feature of Sellsy, allowing for automated bill creation and sending.

##### Cons

- Users find the **learning curve steep** , taking about a week to fully grasp Sellsy's functionalities.
- Users report a **learning difficulty** , noting it takes about a week to grasp Sellsy's functionality.
- Users find Sellsy's interface **not intuitive** , making it challenging to navigate and use effectively.
- Users find the tool **not user-friendly** , struggling with its lack of intuitiveness and ease of use.

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

**["Optimal invoice management, but many features to discover"](https://www.g2.com/survey_responses/sellsy-review-11884747)**

**Rating:** 5.0/5.0 stars

_— Emilie L._

[Read full review](https://www.g2.com/survey_responses/sellsy-review-11884747)

**["good crm solution for small sized business"](https://www.g2.com/survey_responses/sellsy-review-12027243)**

**Rating:** 4.0/5.0 stars

_— Isaac S._

[Read full review](https://www.g2.com/survey_responses/sellsy-review-12027243)

#### What Are G2 Users Discussing About Sellsy?

- [What is Sellsy used for?](https://www.g2.com/discussions/what-is-sellsy-used-for)

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[Social Media Management Tools](https://www.g2.com/categories/social-media-mgmt)

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 ![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/)