# Best CRM Software - Page 15

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,086

### Category Stats (Jul 2026)

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

_Last updated: July 31, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 121,800+ Authentic Reviews
- 1,086+ Products
- Unbiased Rankings

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

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

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

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

**Sponsored**

### Nutshell

Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-31T23%3A34%3A40Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1589&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%3D15&secure%5Btoken%5D=045a9f0a7b5b23d6b2e291dff2873426dc2b77f640275a572754fe797169947b&secure%5Burl%5D=https%3A%2F%2Fwww.nutshell.com%2Flp%2Fcrm%3Futm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dpaid-promotions%26utm_term%3Dcrm&secure%5Burl_type%5D=paid_promos)

### [SalesNexus](https://www.g2.com/products/salesnexus/reviews)

SalesNexus is built for sales teams that want to build relationships with customers. SalesNexus' Nexi AI automates the busy work so more time can be focused on customers. SalesNexus is easy to setup and customize to your unique business. That's why customers stay with SalesNexus 4 times as long as the big guys! Automate your pipeline and turn every sales person into a top producer!

**Average Rating:** 4.4/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate SalesNexus?

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

#### Who Is the Company Behind SalesNexus?

- **Seller:** [SalesNexus](https://www.g2.com/sellers/salesnexus)
- **Year Founded:** 2002
- **HQ Location:** Houston, TX
- **Twitter:** @SalesNexus  
4,408 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a66ca01600e9e54f6fbf58e1ae4587a886460bbd8de5787eef52d8ba1bb66645&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F314801%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 64% Small, 29% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation efficiency** of SalesNexus, streamlining email campaigns and repetitive tasks effectively.
- Users appreciate the **great automation features** of SalesNexus, enhancing efficiency in email campaigns and lead nurturing.
- Users commend the **quick customer support** of SalesNexus, enhancing their overall experience with the product.
- Users value the **efficient email marketing automation** of SalesNexus, enhancing their campaign effectiveness and team training.
- Users value the **quick customer service** and appreciate the helpful weekly training sessions for their teams.

##### Cons

- Users face a **steep learning curve** with SalesNexus, making it challenging for new users to adapt effectively.
- Users find a **learning curve** present in SalesNexus, wishing for improved contact search capabilities that are more comprehensive.
- Users experience a **learning curve** and desire comprehensive search results for all contacts under a customer.
- Users desire a **default view limitation** for all customers, finding focused views restrictive for broader insights.

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

**["Fast Support, Weekly Training, and Powerful Automation for Email Campaigns"](https://www.g2.com/survey_responses/salesnexus-review-12318709)**

**Rating:** 5.0/5.0 stars

_— Rob P._

[Read full review](https://www.g2.com/survey_responses/salesnexus-review-12318709)

**["Transparent CRM with Exceptional Support"](https://www.g2.com/survey_responses/salesnexus-review-12161015)**

**Rating:** 4.5/5.0 stars

_— Kenley L._

[Read full review](https://www.g2.com/survey_responses/salesnexus-review-12161015)

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

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

### [UPilot](https://www.g2.com/products/upilot-upilot/reviews)

an advanced CRM that gives you a true role-based access with 6 plus addon features at a reasonable price to help your business scale from $2 to $100Million, that will be enthusiastically adopted by your staff.

**Average Rating:** 4.2/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate UPilot?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind UPilot?

- **Seller:** [Upilot](https://www.g2.com/sellers/upilot)
- **HQ Location:** Sunnyvale, California
- **Twitter:** @upilotcrm  
38 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9a25a66b10e2cc0fb9eb7e617fb584c3301cb9d3ed9ed03133844e7ee9741c18&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fupilotcrm%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

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

**["Upilot"](https://www.g2.com/survey_responses/upilot-review-5145616)**

**Rating:** 4.5/5.0 stars

_— Sharry Karisa M._

[Read full review](https://www.g2.com/survey_responses/upilot-review-5145616)

**["Pretty good."](https://www.g2.com/survey_responses/upilot-review-7515283)**

**Rating:** 5.0/5.0 stars

_— Verified User in Pharmaceuticals_

[Read full review](https://www.g2.com/survey_responses/upilot-review-7515283)

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

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

### [eSalesTrack](https://www.g2.com/products/esalestrack/reviews)

Created with input from successful salespeople, eSalesTrack is a CRM system that's so easy you'll actually use it. This web-based CRM comes with power-packed tools to help your company stay ahead and scale. \*360-degree views of customers \*Full integration with your current office software \*Multiple tools create a positive ROI You can manage multiple processes under one roof. \*Sales force & marketing automation \*Campaign & customer service management \*Enterprise document management \*Sales/marketing analytics \*Automate tasks from anywhere, at anytime \*Accessibility from anywhere at any time Website: https://www.soleran.com/solutions/business \*Cloud-based computing \*Automate tasks including scheduling meetings, customer follow up, and sales report generation

**Average Rating:** 4.3/5.0

**Total Reviews:** 26

#### How Do G2 Users Rate eSalesTrack?

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

#### Who Is the Company Behind eSalesTrack?

- **Seller:** [Soleran](https://www.g2.com/sellers/soleran)
- **Year Founded:** 2004
- **HQ Location:** Overland Park, Kansas
- **Twitter:** @soleran  
58 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84ee5b3095525ed5e3b1f7edf40b5d090ffa7873da465d7a6d9af0b042080374&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F389907%2F&secure%5Burl_type%5D=linkedin_company_website)  
34 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 38% Medium, 38% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find eSalesTrack incredibly **easy to use** , appreciating its intuitive setup and effective organization of leads and tasks.
- Users value the **easy tracking** of leads and sales in eSalesTrack, enhancing organization and follow-up efficiency.
- Users value the **real-time email tracking** in eSalesTrack, enhancing sales follow-up and improving communication efficiency.
- Users value the **intuitive contact management** of eSalesTrack, enhancing convenience in tracking customer interactions and relationships.
- Users appreciate the **easy setup** of eSalesTrack, allowing quick organization of leads and efficient sales management.

##### Cons

- Users are frustrated by the **incomplete information** in eSalesTrack, lacking essential client contact details and advanced reporting features.
- Users find the **initial learning curve steep** , making onboarding challenging without sufficient in-app guidance or tutorials.
- Users feel there is **limited customization** , wishing for more options to tailor the eSalesTrack experience to their needs.
- Users find the **missing features** in eSalesTrack frustrating, particularly the lack of advanced reporting and reminders.
- Users find eSalesTrack's **slow loading** times cumbersome, hindering their ability to quickly review sales performance.

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

**["Effective for Social Media Sales, but Lacks Client Detail Depth"](https://www.g2.com/survey_responses/esalestrack-review-12242497)**

**Rating:** 5.0/5.0 stars

_— Faisal M._

[Read full review](https://www.g2.com/survey_responses/esalestrack-review-12242497)

**["Effortless Lead Management, Needs Modern Enhancements"](https://www.g2.com/survey_responses/esalestrack-review-12319955)**

**Rating:** 4.0/5.0 stars

_— Alvin J._

[Read full review](https://www.g2.com/survey_responses/esalestrack-review-12319955)

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

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

### [Upsales Sales and Marketing Platform](https://www.g2.com/products/upsales-sales-and-marketing-platform/reviews)

Upsales helps B2B companies find new leads and win more deals. Our customers increase sales by 22% in the first year using our revenue growth platform 🚀 Our products: - Sales & CRM - Marketing Automation - Company Data Hub - Revenue & Order Management - Revenue Analytics - Customer Support & Project Management

**Average Rating:** 4.5/5.0

**Total Reviews:** 175

#### How Do G2 Users Rate Upsales Sales and Marketing Platform?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Upsales Sales and Marketing Platform?

- **Seller:** [Upsales](https://www.g2.com/sellers/upsales)
- **Year Founded:** 2003
- **HQ Location:** Stockholm
- **Twitter:** @upsales  
277 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d8eb762c64df6cd991baacca1c01b7d3f3c1027d97a934520648050405b6a085&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F209870%2F&secure%5Burl_type%5D=linkedin_company_website)  
99 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Manager, CEO
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 71% Small, 24% Medium

#### What Do G2 Reviewers Say About Upsales Sales and Marketing Platform?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Upsales to be **user-friendly and intuitive** , effectively integrating sales and marketing processes seamlessly.
- Users appreciate the **integrated lead management** in Upsales, streamlining sales and marketing efforts for better efficiency.
- Users appreciate the **effective integration of CRM and marketing automation** in Upsales, enhancing alignment and boosting sales.
- Users find the **seamless email and calendar integrations** of Upsales essential for improving communication and scheduling efficiency.
- Users find the **user-friendly interface** of Upsales enhances daily operations and simplifies communication effectively.

##### Cons

- Users find the **limited customization** options restrict their specific sales workflows, impacting overall platform flexibility.
- Users find the **learning curve steep** , particularly with advanced features and customization, especially for newcomers to the platform.
- Users highlight **missing features** in Upsales, such as outdated quoting tools and rigid customization options.
- Users find the onboarding process **hectic** and feel that simpler contact management is not feasible with this platform.
- Users find the platform **expensive** and difficult to justify due to its rigid pricing and add-on model.

#### What Are Recent G2 Reviews of Upsales Sales and Marketing Platform?

**["Revenue Intelligence with Seamless CRM & Marketing Automation Integration"](https://www.g2.com/survey_responses/upsales-sales-and-marketing-platform-review-12403736)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/upsales-sales-and-marketing-platform-review-12403736)

**["Streamlined B2B Marketing with Ease"](https://www.g2.com/survey_responses/upsales-sales-and-marketing-platform-review-12744317)**

**Rating:** 5.0/5.0 stars

_— sandip r._

[Read full review](https://www.g2.com/survey_responses/upsales-sales-and-marketing-platform-review-12744317)

#### What Are G2 Users Discussing About Upsales Sales and Marketing Platform?

- [What is Upsales Sales and Marketing Platform used for?](https://www.g2.com/discussions/what-is-upsales-sales-and-marketing-platform-used-for)

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

Simply CRM is an integrated, all-in-one platform designed to streamline customer relationship management, sales, and marketing processes for businesses of all sizes. It offers a user-friendly interface that simplifies complex tasks, enabling organizations to manage leads, track communications, automate workflows, and generate insightful reports efficiently. With robust integration capabilities, Simply CRM connects seamlessly with popular tools like Google Gmail, Microsoft Outlook, Mailchimp, WordPress, and WooCommerce, ensuring a cohesive operational environment. Key Features and Functionality: - Lead and Deal Management: Capture and nurture leads through the sales pipeline, enhancing conversion rates. - Communication Tracking: Monitor calls, emails, and contact history to maintain comprehensive visibility and control over client interactions. - Automation: Design and implement workflows to automate repetitive tasks, increasing operational efficiency. - Reporting and Analytics: Generate customizable reports and dashboards to gain real-time insights into business performance. - Privacy and Security: Ensure data protection and compliance with privacy regulations. - Mobile Accessibility: Access the platform via mobile devices, allowing work from anywhere. Primary Value and Solutions Provided: Simply CRM addresses the need for a comprehensive yet straightforward CRM solution that integrates seamlessly with existing tools, reducing the learning curve and implementation time. By automating routine tasks and providing real-time data insights, it empowers businesses to focus on strategic growth initiatives. The platform's extensive integration options and customizable features make it adaptable to various industries, ensuring that organizations can tailor it to their specific requirements. Ultimately, Simply CRM enhances customer relationships, boosts sales, and supports sustainable business growth by centralizing data, automating processes, and offering valuable insights.

**Average Rating:** 4.5/5.0

**Total Reviews:** 52

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

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

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

- **Seller:** [Simply CRM](https://www.g2.com/sellers/simply-crm)
- **Year Founded:** 2011
- **HQ Location:** Copenhagen K
- **Twitter:** @simplyCRMcom  
101 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=da008ff8c36ec30498ecb5f6bf5e51390728b3221cdd8fa22c6458f85efa57b1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3278599%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 62% Small, 26% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **affordable pricing** of Simply CRM, appreciating its cost-effective sales and marketing optimization features.
- Users praise the **excellent customer support** of Simply CRM, enhancing their overall experience and ease of use.
- Users appreciate the **ease of use** of Simply CRM, finding it intuitive and accessible for all skill levels.
- Users appreciate the **cost-effective efficiency** of Simply CRM, enhancing their sales and marketing optimization significantly.
- Users value the **wide range of features** that Simply CRM offers, enhancing their overall experience and usability.

##### Cons

- Users find the **limited customization** options in Simply CRM restrict their ability to tailor the software to their needs.
- Users experience **performance issues** with Simply CRM, especially when handling large datasets and using the mobile app.
- Users notice the **slow loading** times of Simply CRM, suggesting it could benefit from performance improvements.
- Users note **slow performance** with large data sets and suggest improvements for the mobile app.
- Users find the **outdated user interface** and limited customization options affect their overall experience with Simply CRM.

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

**["Keeping Daily Customer Management Activities Much Easier"](https://www.g2.com/survey_responses/simply-crm-review-12947328)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/simply-crm-review-12947328)

**["Easy setup and use CRM"](https://www.g2.com/survey_responses/simply-crm-review-12665996)**

**Rating:** 4.5/5.0 stars

_— Diya M._

[Read full review](https://www.g2.com/survey_responses/simply-crm-review-12665996)

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

- [What is the main function of a CRM system?](https://www.g2.com/discussions/simply-crm-what-is-the-main-function-of-a-crm-system) - 1 comment
- [What is CRM simple?](https://www.g2.com/discussions/what-is-crm-simple)
- [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/simply-crm-what-are-the-3-main-elements-of-crm-software)
- [What are basic CRM features?](https://www.g2.com/discussions/what-are-basic-crm-features)

### [SuperAGI](https://www.g2.com/products/superagi/reviews)

SuperAGI is an AI-native CRM platform that unifies sales, marketing, and customer service teams under one intelligent system. It automates high-impact workflows and continuously learns to personalize every customer touchpoint. By replacing multiple tools with autonomous agents, SuperAGI streamlines operations and drives predictable revenue growth. 1) Sales - CRM → CRM items + Tasks An AI-Native CRM that tracks actions by both reps and AI agents, auto-organizes pipeline, and surfaces the next best action. You get enriched records, real-time insights, role-based access, and a “Streamlined Task Play” to fly through prioritized to-dos without tab-hopping. The LinkedIn plugin and our native integrations keep data fresh and actionable. - Prospect → Prospects & Data Enrichment Prospect from an agent-verified contact/company database and auto-enrich records with verified emails and phones. Keep profiles updated with AI, import or export cleanly, and add leads from LinkedIn directly into CRM so you can email or call immediately. Build granular lists, and push them straight into outreach. Upload CSVs for waterfall enrichment, adding leads to lists, sequences, or CRM in one go. - Signals A single signal deanonymizes website visitors, enriches them, scores intent, and explains the “reason to engage.” Alerts land in Slack/email, and you can push accounts into sequences or tasks automatically so sellers hit peak-interest moments, not inbox dead zones. - Cold Outreach Automate LinkedIn + email outreach with copy tuned to persona and context, protect deliverability with mailbox rotation, and run multi-step, multi-channel sequences that book meetings even while you are away. Review or override messages as needed; the system learns what wins and scales it. - Sequences → Sequences + Conversations + Email Orchestrate email, calls, SMS, and LinkedIn in one place, with AI-written variants and A/B tests to lift conversion. Keep stakeholder replies stitched in one email thread, auto-log every touch in CRM, and get sentiment insights to handle objections faster. - AI Dialer Run high-throughput calling with international numbers and parallel dialing (up to multiple lines at once). The system drops unanswered calls, connects reps instantly, and auto-captures notes and activity so talk time goes up while admin time goes down. - Meetings Apply SLAs and rules to route by territory/AEs, convert website and campaign interest into booked slots, and automate SDR→AE handoffs so nothing slips. It’s built to turn traffic into pipeline with less back-and-forth. - Workflows Define automation plays across sales and marketing, e.g., signal detected → enrich → route → trigger sequence → create task → update CRM—so execution is consistent and fast. Works hand-in-hand with AI Journeys and Journey Orchestration to keep motions coordinated. Analytics See pipeline health, cohort conversion, channel impact, and rep performance in one pane. AI explains drivers and recommends actions (double-down, fix, or re-route), helping teams forecast better and remove bottlenecks before they stall deals. CPQ Define price books, approvals, discounts, and quote templates natively. Generate branded quotes with one click from deals, route approvals automatically, and sync accepted quotes straight back to pipeline—so selling stays in one flow. 2) Marketing - Campaigns Build segmented audiences, personalize journeys, and run coordinated touchpoints across email, SMS/WhatsApp, push, and more. Measure lift across channels and feed results back into Signals and Sales so marketing and pipeline stay perfectly in sync. - Customer Journeys Goodbye templatized automation flows! Let AI build the most optimal customer engagement workflows & customer journeys based on their recent interactions to maximize your ROI. - Customer Segmentation: Orchestrate highly personalized and targeted customer interactions based on behavioral data, demographics & recent actions on the website. - Analytics Get granular visibility of your customer behavior, campaign performance, and overall business intelligence along with AI-generated insights, recommendations, and autonomous reporting. - Customer Engagement Deliver a seamless brand experience to your customers via chat across Facebook/Instagram/WhatsApp and make phone calls directly from a single dashboard. - Ads (Coming soon) Create audience syncs from CRM segments, push to ad platforms, and let AI recommend budgets, creatives, and negative-keyword hygiene. Close the loop by attributing pipeline and revenue—not just clicks—back to source. - Social (Coming soon) Publish across networks, monitor intent cues, and turn comments/DMs into sequences, tickets, or meetings with a click. One content calendar; full attribution to pipeline. 3) Support - AI Live Chat Give customers real-time answers, deflect repeats with knowledge-base automation, and escalate to humans when needed—still in one thread. Tie conversations to CRM objects and SLAs, and keep an AI Support Inbox running for always-on assistance. Voice Support (Coming soon) Use voice agents that integrate with live data and your CRM: authenticate callers, update records, send follow-up texts, or book time with a rep. Guardrails keep calls on-brand while the agent scales to hundreds of simultaneous conversations.

**Average Rating:** 4.5/5.0

**Total Reviews:** 439

#### How Do G2 Users Rate SuperAGI?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SuperAGI?

- **Seller:** [SuperAGI](https://www.g2.com/sellers/superagi)
- **Company Website:** superagi.com
- **Year Founded:** 2023
- **HQ Location:** Palo Alto, California, United States
- **Twitter:** @\_superAGI  
6,088 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6ee56b01dd831e6101f27ef930d09250ca045208f42f9b2fc657348584e9bab6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuperagi%2F&secure%5Burl_type%5D=linkedin_company_website)  
163 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder
- **Top Industries:** Apparel & Fashion, Consumer Goods
- **Company Size:** 82% Small, 18% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of SuperAGI, making it simple and efficient for various tasks.
- Users find the **helpful team** of SuperAGI to provide excellent support and guidance throughout their experience.
- Users praise the **fast and helpful customer support** of SuperAGI, enhancing their overall experience and satisfaction.
- Users value the **user-friendly interface and powerful segmentation** of SuperAGI, enhancing campaign building and customer journeys.
- Users value the **full control over automations** that SuperAGI offers, making audience segmentation and integration effortless.

##### Cons

- Users find the **missing features** of SuperAGI limiting, desiring more automation and analytics options for promotions.
- Users note **missing features and occasional errors** in SuperAGI, indicating a need for improved functionality and analytics.
- Users experience **technical issues** with glitches and speed, which can impact the overall functionality of SuperAGI.
- Users experience **bugs and glitches** with SuperAGI, including errors in emails and suboptimal UI details.
- Users find **limited features** in SuperAGI, noting missing options like WhatsApp marketing and fewer font styles.

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

**["Efficient Sales Automation with Room for Customization"](https://www.g2.com/survey_responses/superagi-review-11312934)**

**Rating:** 4.5/5.0 stars

_— Nicolás V._

[Read full review](https://www.g2.com/survey_responses/superagi-review-11312934)

**["SuperAGI is the hidden Gem of the CRM world in my opinion. It blows my mind that is has no reviews."](https://www.g2.com/survey_responses/superagi-review-11261861)**

**Rating:** 4.5/5.0 stars

_— Jon S._

[Read full review](https://www.g2.com/survey_responses/superagi-review-11261861)

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

Commence CRM provides growing businesses with a comprehensive suite of applications for account and contact management, activity management, lead management, sales opportunity management, marketing, customer support with ticketing, a web based customer portal, project management and multi-level reporting with analytics. The product is ideal for businesses that require more functionality and customizability than is offered by the myriad of low cost one size fits all CRM solutions, but without the cost and complexity of enterprise level products.

**Average Rating:** 4.1/5.0

**Total Reviews:** 15

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

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

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

- **Seller:** [Commence](https://www.g2.com/sellers/commence)
- **Year Founded:** 1988
- **HQ Location:** Eatontown, NJ
- **Twitter:** @CommenceCorp  
467 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb4d95cd16ee8db2d67462f86f27ba0ae759e47b98be164d18d5389f56d8be16&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F73599%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®
- **Phone:** 1(732) 380-9100

#### Who Uses This Product?

- **Company Size:** 50% Small, 17% Medium

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

**["Commence - still the best"](https://www.g2.com/survey_responses/commence-crm-review-430646)**

**Rating:** 5.0/5.0 stars

_— Bob B._

[Read full review](https://www.g2.com/survey_responses/commence-crm-review-430646)

**["Great software, easy to customize"](https://www.g2.com/survey_responses/commence-crm-review-184182)**

**Rating:** 5.0/5.0 stars

_— Verified User in Food Production_

[Read full review](https://www.g2.com/survey_responses/commence-crm-review-184182)

### [Tapdesk](https://www.g2.com/products/tapdesk/reviews)

Tapdesk is a CRM and lead search tool designed to streamline the sales process of every sales organization allowing more time and energy to closing deals. It is a tool built for sales professionals and organizations with sales team. Tapdesk is powered by AI and our Machine learning algorithm provides you with relevant data to increase your productivity and cut out waste. We have a unique search capability that allows users to find decision makers and potential customers based on multiple criteria.

**Average Rating:** 4.9/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Tapdesk?

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

#### Who Is the Company Behind Tapdesk?

- **Seller:** [Ayulla](https://www.g2.com/sellers/ayulla)
- **Year Founded:** 2017
- **HQ Location:** Wilmington, Delaware
- **Twitter:** @AyullaInc  
31 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aa85a6afc61f99521e2aeba99e708f956cc0c9bd3339bb68fbcfb51d067e2cb8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fayulla%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 17% Medium

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

**["Lead Generation and Pipeline Management"](https://www.g2.com/survey_responses/tapdesk-review-5017365)**

**Rating:** 4.5/5.0 stars

_— Alex M._

[Read full review](https://www.g2.com/survey_responses/tapdesk-review-5017365)

**["Perfekt & very zen"](https://www.g2.com/survey_responses/tapdesk-review-6562503)**

**Rating:** 5.0/5.0 stars

_— Waldek R._

[Read full review](https://www.g2.com/survey_responses/tapdesk-review-6562503)

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

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

### [OfficeClip Contact Manager](https://www.g2.com/products/officeclip-contact-manager/reviews)

OfficeClip Contact Manager is a software that provides 360 degree view of the contact lifecycle. It provides teh following advantages: 1. Ability to capture leads from various sources (e.g. website forms) 2. Keep all contact related information in one place (activities, emails, documents etc.) 3. Design and send email campaigns and track its result 4. Create daily call list to periodically call prospects 5. Manage customer, account and opportunity information 6. Track time for projects done for customers 7. Track issues related to contacts and projects 8. Send invoices and accept payments online

**Average Rating:** 4.7/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate OfficeClip Contact Manager?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OfficeClip Contact Manager?

- **Seller:** [OfficeClip](https://www.g2.com/sellers/officeclip-06603ec5-12a2-499f-870e-2bc1cfee14cb)
- **Year Founded:** 2003
- **HQ Location:** Atlanta, GA
- **Twitter:** @OfficeClip  
578 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=364f721986e58fd6abe09629936b18a413ddb90b7a144479db779abb475e5c29&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F222912%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 71% Small, 18% Medium

#### What Do G2 Reviewers Say About OfficeClip Contact Manager?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of OfficeClip Contact Manager, making tasks simpler and quicker to manage.
- Users value the **easy tracking** features of OfficeClip Contact Manager, simplifying tasks and enhancing overall efficiency.
- Users find OfficeClip Contact Manager to be highly **efficient** , enabling quick and easy task completion during work shifts.
- Users value the **effective task management** capabilities of OfficeClip, enhancing speed and simplicity in handling business tasks.
- Users appreciate the **easy access** with all essential tools provided on a single cloud-based platform.

##### Cons

- Users express frustration with **dashboard issues** that hinder effective overview on both computer and mobile devices.
- Users find the **limited features and outdated interface** of OfficeClip Contact Manager frustrating compared to competitors.
- Users find the **limited features** of OfficeClip Contact Manager lacking, especially in automation and reporting capabilities.

#### What Are Recent G2 Reviews of OfficeClip Contact Manager?

**["Efficient Contact Management, Needs Faster Support"](https://www.g2.com/survey_responses/officeclip-contact-manager-review-13042280)**

**Rating:** 4.5/5.0 stars

_— Verified User_

[Read full review](https://www.g2.com/survey_responses/officeclip-contact-manager-review-13042280)

**["Very Useful for Managing Contacts, Notes, and Follow Up Work"](https://www.g2.com/survey_responses/officeclip-contact-manager-review-12906695)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/officeclip-contact-manager-review-12906695)

#### What Are G2 Users Discussing About OfficeClip Contact Manager?

- [What is funnel CRM?](https://www.g2.com/discussions/officeclip-contact-manager-what-is-funnel-crm)
- [Does Microsoft have a contact manager?](https://www.g2.com/discussions/does-microsoft-have-a-contact-manager)
- [What is contact management application?](https://www.g2.com/discussions/what-is-contact-management-application)
- [What does a contact manager do?](https://www.g2.com/discussions/what-does-a-contact-manager-do)

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

WebMode 4 is a Web-based CRM application running on IBM Domino. It is run and administered entirely through a Web browser, and does not require IBM Lotus Notes.

**Average Rating:** 3.9/5.0

**Total Reviews:** 10

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

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

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

- **Seller:** [Ardexus](https://www.g2.com/sellers/ardexus)
- **Year Founded:** 1998
- **HQ Location:** Ontario, Canada
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c71b6b5569224addc36c1ef0e1a626911cbfe0fbec7bdba1b6c97c935f8ee9db&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fardexus-inc.&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®
- **Phone:** 416-479-3583 

#### Who Uses This Product?

- **Company Size:** 50% Small, 40% Medium

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

**["Fairly effective in handling customer relations"](https://www.g2.com/survey_responses/ardexus-crm-review-9923246)**

**Rating:** 4.0/5.0 stars

_— Afdal B._

[Read full review](https://www.g2.com/survey_responses/ardexus-crm-review-9923246)

**["Specific lead qualification criteria"](https://www.g2.com/survey_responses/ardexus-crm-review-9738445)**

**Rating:** 4.5/5.0 stars

_— IesJuan G._

[Read full review](https://www.g2.com/survey_responses/ardexus-crm-review-9738445)

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

- [What is Ardexus CRM used for?](https://www.g2.com/discussions/what-is-ardexus-crm-used-for)

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

YetiForce is a multidimensional CRM application that gathers all information related to sales, marketing, projects, support, human resources, bookkeeping, warehouses and many more. Originally forked from Vtiger, YetiForce evolved into an independent, truly open source and always free-to-use project, that constantly develops and strives to become the most advanced and versatile CRM system. YetiForce is equipped with over 100 configuration panels, so the system becomes very flexible and can be easily tailored to any business profile. In 2017, YetiForceCRM was named #1 Most Affordable CRM Software in Capterra's ranking. There were more than 500 different CRM applications listed, but YetiForce was chosen as the Number 1. In 2018, the YetiForce company won the "Supplier of the year 2017" title in the IT category in the PROCON Awards competition.

**Average Rating:** 4.4/5.0

**Total Reviews:** 49

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

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.3/10 (Category avg: 8.6/10)

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

- **Seller:** [YetiForce](https://www.g2.com/sellers/yetiforce-2b608ecf-7369-4b3d-9958-36e56dec03b9)
- **Year Founded:** 2014
- **HQ Location:** Warszawa, Woj. mazowieckie
- **Twitter:** @YetiForceEN  
711 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=954fd95be1ded94ca198418f131acaaf582eb825c5cc493bc61df8660a848d77&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10867904%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 79% Small, 13% Medium

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

**["Yetiforce CRM Review"](https://www.g2.com/survey_responses/yetiforce-crm-review-789755)**

**Rating:** 4.5/5.0 stars

_— Eduardo A._

[Read full review](https://www.g2.com/survey_responses/yetiforce-crm-review-789755)

**["This application checks the data, server, and provides security without any complaints."](https://www.g2.com/survey_responses/yetiforce-crm-review-4347194)**

**Rating:** 4.5/5.0 stars

_— Amenda J._

[Read full review](https://www.g2.com/survey_responses/yetiforce-crm-review-4347194)

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

FIVE CRM offers a suite of customisable sales and marketing solutions, dedicated to helping organizations develop and grow.

**Average Rating:** 4.3/5.0

**Total Reviews:** 12

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

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

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

- **Seller:** [FIVE CRM](https://www.g2.com/sellers/five-crm)
- **Year Founded:** 1991
- **HQ Location:** Las Vegas, US
- **Twitter:** @FIVECRM  
5,168 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6cf4bdb6fc0402d45ccd65aba590f6011538d8c9939962d472718d205e55c6c7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10938597%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 17% Large

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

**["An intelligent tool with all the marketing and sales solutions."](https://www.g2.com/survey_responses/five-crm-review-4492769)**

**Rating:** 5.0/5.0 stars

_— Susin N._

[Read full review](https://www.g2.com/survey_responses/five-crm-review-4492769)

**["Very good system but lacks explanations fro system failures"](https://www.g2.com/survey_responses/five-crm-review-7970342)**

**Rating:** 4.0/5.0 stars

_— Sean B._

[Read full review](https://www.g2.com/survey_responses/five-crm-review-7970342)

### [Axiom Workspace CRM](https://www.g2.com/products/axiom-workspace-crm/reviews)

Axiom Workspace is an easy to use CRM for small businesses. All the power without the complication.

**Average Rating:** 4.4/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Axiom Workspace CRM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Axiom Workspace CRM?

- **Seller:** [Axiom Workspace](https://www.g2.com/sellers/axiom-workspace)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=09e8ca330403d15ab4c565b768ff838aef17c3d231ad3d720d714c11cc59efc5&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faxiom-software-crm&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 91% Small, 9% Medium

#### What Do G2 Reviewers Say About Axiom Workspace CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Axiom Workspace CRM's **ease of use** beneficial for efficiently tracking project-related data and contacts.
- Users value the **customizable task boards** in Axiom Workspace CRM, enhancing their project tracking and visibility.
- Users value the **automation features** of Axiom Workspace CRM, enhancing tracking and organization of sales activities effortlessly.
- Users value the **customizable project task boards** in Axiom Workspace CRM, enhancing project tracking and efficiency.
- Users find Axiom Workspace CRM's **easy implementation** beneficial, simplifying their workflow and enhancing productivity.

##### Cons

- Users note the **lack of features** in Axiom Workspace CRM compared to Salesforce and HubSpot, impacting functionality.
- Users find the **integration issues** with Axiom Workspace CRM somewhat complex, though improvements are on the way.

#### What Are Recent G2 Reviews of Axiom Workspace CRM?

**["Its a really good CRM for small businesses. Like how easy to use it is"](https://www.g2.com/survey_responses/axiom-workspace-crm-review-10596056)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/axiom-workspace-crm-review-10596056)

**["It is very user friendly CRM and is great for keeping records as per start ups and small businesses"](https://www.g2.com/survey_responses/axiom-workspace-crm-review-10596057)**

**Rating:** 4.5/5.0 stars

_— Bansee B._

[Read full review](https://www.g2.com/survey_responses/axiom-workspace-crm-review-10596057)

### [FreeCRM](https://www.g2.com/products/freecrm/reviews)

#1 Online Free CRM Software for Business

**Average Rating:** 4.2/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate FreeCRM?

- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind FreeCRM?

- **Seller:** [Free CRM](https://www.g2.com/sellers/free-crm)
- **Year Founded:** 2003
- **HQ Location:** San Francisco, CA
- **Twitter:** @freecrm  
744 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=798e3f5c7d34f174a568db47d2728a8b39de4c6076b89753cd81722ead027b52&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcrm-asp-inc.&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 73% Small, 18% Large

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

**["This tool is amazing for marketing."](https://www.g2.com/survey_responses/freecrm-review-4155636)**

**Rating:** 4.0/5.0 stars

_— Jader A._

[Read full review](https://www.g2.com/survey_responses/freecrm-review-4155636)

**["FlowLu CRM"](https://www.g2.com/survey_responses/freecrm-review-3672225)**

**Rating:** 4.5/5.0 stars

_— Verified User in Wholesale_

[Read full review](https://www.g2.com/survey_responses/freecrm-review-3672225)

### [Talisma](https://www.g2.com/products/talisma/reviews)

Talisma Sales Force Automation (SFA) is a comprehensive solution designed to streamline and enhance the sales processes of organizations. By automating key business tasks across the sales cycle, Talisma SFA enables sales teams to efficiently manage leads, schedule meetings, monitor performance, and maintain strong customer relationships. Accessible via desktop, web, and mobile platforms, it ensures that sales representatives have the flexibility and mobility required to meet their targets and boost productivity. Key Features and Functionality: - Multi-Platform Accessibility: Available on desktop, web, and mobile clients, allowing sales teams to operate seamlessly across different devices. - Opportunity Management: Facilitates the creation and assignment of opportunities to products and relevant sales branches, ensuring organized and targeted sales efforts. - Real-Time Notifications: Keeps sales representatives informed with up-to-date information on opportunities, contacts, and orders, enhancing responsiveness. - Product Discounts and Offers: Enables the provision of tailored discounts and special offers based on the profile of the opportunity being pursued. - Advanced Search Capabilities: Allows the definition of complex search criteria to perform dynamic searches on data, such as prioritizing opportunities. - Meeting Scheduling: Empowers sales representatives to schedule meetings with clients and colleagues, set reminders via SMS or email, and configure meeting recurrences. - Order Linking and Communication: Links orders to contacts within the system and facilitates personalized communication through email and SMS. - Data Confidentiality: Ensures data security through role-based and product-based access controls, allowing administrators to manage information visibility across the sales hierarchy. Primary Value and Solutions Provided: Talisma SFA addresses the challenges of managing complex sales processes by offering a unified platform that automates and organizes sales activities. It enhances sales productivity by providing tools for efficient lead tracking, activity management, and performance monitoring. The solution's mobility ensures that sales teams can access critical information and perform tasks on the go, leading to faster decision-making and improved customer engagement. By maintaining data confidentiality and offering real-time insights, Talisma SFA empowers organizations to achieve their sales targets and drive business growth.

**Average Rating:** 3.1/5.0

**Total Reviews:** 24

#### How Do G2 Users Rate Talisma?

- **Has the product been a good partner in doing business?:** 5.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 5.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 6.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 6.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Talisma?

- **Seller:** [Talisma](https://www.g2.com/sellers/talisma-d23d45c8-fbf3-4bde-96d8-1c717219d3f3)
- **Year Founded:** 1999
- **HQ Location:** Bengaluru, Karnataka
- **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c9551310523b325fe3a4dec6b85c3740e227513bf6d7bacc47998ab19ddd9564&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Ftalisma&secure%5Burl_type%5D=linkedin_company_website)  
572 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Education Management, Higher Education
- **Company Size:** 60% Large, 40% Medium

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

_AI-generated summary from verified user reviews_

##### Cons

- Users experience **slow loading** , which affects responsiveness and may hinder overall efficiency in Talisma.

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

**["Good CRM but at the end we switched to another CRM"](https://www.g2.com/survey_responses/talisma-review-11232053)**

**Rating:** 4.0/5.0 stars

_— Juan K._

[Read full review](https://www.g2.com/survey_responses/talisma-review-11232053)

**["Very smooth crm software"](https://www.g2.com/survey_responses/talisma-review-4581057)**

**Rating:** 4.0/5.0 stars

_— Neeraj P._

[Read full review](https://www.g2.com/survey_responses/talisma-review-4581057)

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Spotlight Categories

[Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)

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

[Product Information Management (PIM) Systems](https://www.g2.com/categories/product-information-management-pim)

[Retail POS Systems](https://www.g2.com/categories/retail-pos)

[Anti Money Laundering Software](https://www.g2.com/categories/anti-money-laundering)

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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/)