# Best CRM Software - Page 17 ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,085 ### Category Stats (Jul 2026) - **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month _Last updated: July 31, 2026_ ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 121,800+ Authentic Reviews - 1,085+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for CRM Software ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=576&focus%5B%5D=128650&focus%5B%5D=3296&focus%5B%5D=1934) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Bigin by Zoho CRM, Close, and ActiveCampaign. Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=activecampaign) **Sponsored** ### Reevo Reevo is the AI-native sales platform that runs prospecting, outreach, conversation intelligence, deal management, forecasting, and coaching on the full context of your business. Because every call, email, meeting, and deal update lives in a single memory, Reevo AI has a complete view of every account and can act on it – drafting follow-ups, updating the CRM, and flagging deal risk across the pipeline. Over time it learns how your team actually sells – your stages, signals, and patterns – and gets more accurate about your buyers. That shared memory also carries your team's knowledge, so new sellers ramp with the same account context and institutional know-how your top reps have, instead of rebuilding it from scratch. Layer Reevo over the tools you already use, or run it as your CRM and system of record out of the box. Because it works from one source of truth rather than partial views, your team spends less time on manual updates and makes decisions on the full picture. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-31T17%3A47%3A56Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1395075&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%3D17&secure%5Btoken%5D=37a1736612cb6339cb971998430e9dd1afc17e6c300663a27073b2245c00613a&secure%5Burl%5D=https%3A%2F%2Freevo.ai%2Fsee-reevo-p1-b-g2%3Futm_source%3Dg2%26utm_medium%3Dreview_site%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url) ### [Fat Free CRM](https://www.g2.com/products/fat-free-crm/reviews) This is Fat Free CRM commits feed that gets updated every time I push new code to Github. **Average Rating:** 3.9/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate Fat Free CRM? - **Has the product been a good partner in doing business?:** 7.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Fat Free CRM? - **Seller:** [fatfreecrm.com](https://www.g2.com/sellers/fatfreecrm-com) - **HQ Location:** N/A - **Twitter:** @fatfreecrm 205 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 40% Medium, 40% Small #### What Are Recent G2 Reviews of Fat Free CRM? **["Helps To Manage the Customer Interaction, Sales process and Marketing Campaign"](https://www.g2.com/survey_responses/fat-free-crm-review-8139920)** **Rating:** 4.5/5.0 stars _— Eva G._ [Read full review](https://www.g2.com/survey_responses/fat-free-crm-review-8139920) **["Powerful Functionalities"](https://www.g2.com/survey_responses/fat-free-crm-review-8568108)** **Rating:** 4.5/5.0 stars _— Ramesh P._ [Read full review](https://www.g2.com/survey_responses/fat-free-crm-review-8568108) ### [ezeeCRM](https://www.g2.com/products/ezeecrm/reviews) ezeeCRM is a comprehensive Customer Relationship Management (CRM) solution designed to streamline business operations by integrating various functionalities into a single platform. It offers modules such as marketing automation, sales automation, human resource and payroll management, helpdesk support, learning management, document management, asset tracking, preventive maintenance, point of sale, warehouse and inventory management, and production planning. This all-in-one approach enables businesses to centralize their operations, automate processes, and gain valuable insights to drive growth and success. Key Features and Functionality: - Marketing Automation: Craft, execute, and analyze marketing campaigns with precision, utilizing tools for audience segmentation, campaign effectiveness measurement, and marketing automation. - Sales Automation (CRM): Manage leads, contacts, customers, deals, quotations, sales orders, and invoices efficiently. Features include email integration, telephony integration, social media integration, and live chat support to enhance sales performance. - Human Resource and Payroll Management (HRMS): Streamline HR processes with tools for talent acquisition automation, employee performance tracking, training and development, leave and attendance management, and HR analytics. - Helpdesk Support: Enhance customer support experiences with ticketing system integration, multi-channel support, service level agreement monitoring, and feedback collection. - Learning Management: Facilitate employee training and development through a centralized learning management system. - Document Management: Organize and manage documents efficiently, ensuring easy access and compliance management. - Asset Tracking and Preventive Maintenance: Track asset lifecycles, schedule maintenance, manage depreciation, and centralize asset-related documentation. - Point of Sale (POS): Facilitate the checkout process, provide real-time tracking of sales, and accept multiple forms of payment, enhancing customer experience. - Warehouse and Inventory Management: Track inventory movement in real-time, automate order fulfillment, optimize warehouse layout, forecast demand patterns, and manage product returns efficiently. - Production Planning: Manage intricate product structures with multi-level Bill of Materials (BOM), visualize components required for each finished good, and track work orders to optimize production flow. Primary Value and Solutions Provided: ezeeCRM empowers businesses to centralize their operations, automate repetitive tasks, and gain actionable insights, leading to improved efficiency and productivity. By integrating various business functions into a single platform, it eliminates the need for multiple disparate systems, reducing complexity and costs. The solution addresses common business challenges such as inefficient workflows, data silos, and manual errors by providing tools for automation, real-time data access, and comprehensive analytics. This holistic approach enables businesses to make informed decisions, enhance customer relationships, and drive sustainable growth. **Average Rating:** 3.6/5.0 **Total Reviews:** 11 #### How Do G2 Users Rate ezeeCRM? - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind ezeeCRM? - **Seller:** [BusinessEzee](https://www.g2.com/sellers/businessezee) - **Year Founded:** 2019 - **HQ Location:** Nagpur, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b3b4ad3c07de15e5058741ce4e7fd395d6e7c9b75f6ba74b48bf2e5570d2f46e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fshowcase%2Fbusinessezee-suite%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 64% Small, 27% Medium #### What Do G2 Reviewers Say About ezeeCRM? _AI-generated summary from verified user reviews_ ##### Pros - Users benefit from the **easy-to-use CRM dashboard** that efficiently tracks sales and manages customer relationships. - Users appreciate the **ease of use** of ezeeCRM, facilitating efficient sales tracking and management of customer data. - Users value the **easy customization** of ezeeCRM, allowing tailored solutions for efficient sales management. - Users value the **easy implementation** of ezeeCRM, enhancing their sales tracking and lead management effortlessly. - Users appreciate the **effective lead management** in ezeeCRM, streamlining their sales process with real-time updates and organization. ##### Cons - Users find the **learning curve for advanced settings** steep, making it challenging for new users to adapt. #### What Are Recent G2 Reviews of ezeeCRM? **["Ezee CRM from BusinessEzee is best for Sales and Customer Relationship Management."](https://www.g2.com/survey_responses/ezeecrm-review-11364128)** **Rating:** 5.0/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/ezeecrm-review-11364128) **["Efficient and User-Friendly CRM Solution"](https://www.g2.com/survey_responses/ezeecrm-review-8565945)** **Rating:** 5.0/5.0 stars _— Chetan S._ [Read full review](https://www.g2.com/survey_responses/ezeecrm-review-8565945) ### [Ligna](https://www.g2.com/products/ligna/reviews) Ligna is a complete sales, marketing, and enablement platform with every feature you need to close clients, manage content, oversee projects, and track every detail. **Average Rating:** 3.6/5.0 **Total Reviews:** 13 #### How Do G2 Users Rate Ligna? - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 6.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Ligna? - **Seller:** [Ligna](https://www.g2.com/sellers/ligna) - **Year Founded:** 2021 - **HQ Location:** Austin, TX - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c358bfa55dc89c66cb9b1b4fccd6b0ac6505d3bc3b5818f86b2923e17b269273&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flignaio%2F&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 64% Small, 21% Medium #### What Do G2 Reviewers Say About Ligna? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **extensive feature set** of Ligna, enjoying its capabilities for calls, websites, and more. ##### Cons - Users struggle with a **steep learning curve** , facing setup difficulties and performance issues with Ligna's functionalities. - Users face numerous **bugs and performance issues** with Ligna, leading to frustration and a challenging setup experience. - Users often face **call issues** with Ligna, including glitches, unresponsive lines, and unreliable SMS services. - Users find the **expertise required** for Ligna challenging, especially with the complex funnel builder functionality. - Users face significant **performance issues** with Ligna, experiencing slow load times and various glitches throughout the platform. #### What Are Recent G2 Reviews of Ligna? **["For me it is the best all-in-one Marketing software in the industry."](https://www.g2.com/survey_responses/ligna-review-7169882)** **Rating:** 5.0/5.0 stars _— Salvador P._ [Read full review](https://www.g2.com/survey_responses/ligna-review-7169882) **["Best tool for CRM processes"](https://www.g2.com/survey_responses/ligna-review-8639659)** **Rating:** 4.5/5.0 stars _— Sarthak N._ [Read full review](https://www.g2.com/survey_responses/ligna-review-8639659) ### [openCRX](https://www.g2.com/products/opencrx/reviews) openCRX, your enterprise-class private cloud with state-of-the-art customer relationship management (CRM), calendaring and issue tracking - a high quality open source solution! **Average Rating:** 4.5/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate openCRX? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind openCRX? - **Seller:** [Crixp](https://www.g2.com/sellers/crixp) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 70% Small, 30% Medium #### What Are Recent G2 Reviews of openCRX? **["Unlocking Business Potential with OpenCRX CRM"](https://www.g2.com/survey_responses/opencrx-review-8586508)** **Rating:** 4.0/5.0 stars _— Matic K._ [Read full review](https://www.g2.com/survey_responses/opencrx-review-8586508) **["OpenCRX - All in one"](https://www.g2.com/survey_responses/opencrx-review-8570794)** **Rating:** 4.5/5.0 stars _— Verified User in Marketing and Advertising_ [Read full review](https://www.g2.com/survey_responses/opencrx-review-8570794) #### What Are G2 Users Discussing About openCRX? - [What is openCRX used for?](https://www.g2.com/discussions/what-is-opencrx-used-for) ### [Core CRM Pro](https://www.g2.com/products/core-crm-pro/reviews) Core4 CRM management software is customer relationship management at its best: end-to-end management of all customer touch-points and commitments, from external interactions with your customers to internal project management and task and time tracking, including work orders and invoicing. **Average Rating:** 4.3/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate Core CRM Pro? - **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.:** 7.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Core CRM Pro? - **Seller:** [Productive Computing](https://www.g2.com/sellers/productive-computing) - **Year Founded:** 1996 - **HQ Location:** San Marcos, CA - **Twitter:** @ProdComp 850 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d6d3400a2da757f8aa029a5998a3312740bac6e85155afc5242d5dfacaae5ab1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproductive-computing-inc.%2F&secure%5Burl_type%5D=linkedin_company_website) 18 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 50% Small, 40% Large #### What Are Recent G2 Reviews of Core CRM Pro? **["Packed With Features That's Actually Needed And Nothing More"](https://www.g2.com/survey_responses/core-crm-pro-review-7185042)** **Rating:** 4.0/5.0 stars _— Paul T._ [Read full review](https://www.g2.com/survey_responses/core-crm-pro-review-7185042) **["Core4 CRM in boom"](https://www.g2.com/survey_responses/core-crm-pro-review-6965786)** **Rating:** 5.0/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/core-crm-pro-review-6965786) #### What Are G2 Users Discussing About Core CRM Pro? - [What is Core4 CRM used for?](https://www.g2.com/discussions/what-is-core4-crm-used-for) ### [Jarvis CRM](https://www.g2.com/products/jarvis-crm/reviews) Jarvis is a Platform for Marketing, Sales, CRM, ERP, and Projects The Jarvis CRM/ERP Platform contains over 20 years of experience working in multiple industries, with many different customers with very different needs. Our focus on design plays a considerable role in Jarvis CRM. Business applications should be beautiful and functional. Jarvis CRM is the 2017 recipient of the FileMaker Business Alliance Excellence Award for Design. Productivity and simplicity are the results. You'll spend fewer clicks and less time searching for the items your boss needs. In Jarvis, all data is in one place with access via desktop, web-browser and iPhone. Gone are the days of finding paperwork, emails, and figuring out who has the current version of a spreadsheet. Jarvis CRM/ERP includes all of the modules needed to run a business successfully with a single application. Integrations: • Quickbooks Online, No Plugins or annual fees. • SendGrid Email for sending a guaranteed email. Flag customers with bounced emails. Inbound Parse. • Zoom for meetings • Google for addresses, maps, Calendar General: • Optimized for FileMaker 19 • All layouts enlarged to fit a 15inch laptop edge (1680x1000) • Updated Interface • More user-defined preferences Calendar • Recoded to work as embedded javascript in Jarvis - no PHP, no install • NEW Set colors for events in the settings area Campaigns • Simpler interface • New multi-level campaign actions that roll-up results • New group list from campaign action - log activities and send emails from the group list • New results by campaign action - view results by group members that responded - log activities and send emails from the group list • Actions - Create a New Group. Companies • Visuals for sales performance • Create quotes, invoices, sales orders, projects • Updated interactions panel to show only a list of activities with a link to view details • NEW links for tracking multiple company URL's • Subscriptions • Custom pricing Contacts • Visuals for sales performance • Log Tasks, Activities, Email, Schedule Appointments • Plan Marketing with Touchpoints via a template • Marketing Groups • Lead qualification • Opportunities, quotes, invoices, sales orders, projects • Related contacts, linked contacts Commissions • New Approval • Payment view • Paid view Documents • Added tags Email • Templates - SendGrid integrated, HTML formatted • NEW incoming Email Products and Services • Visuals for sales performance • Create and track purchase orders • Manage inventory • QR codes • Kitting • Related Products Opportunities • NEW Added an implementation plan. • Updated sales stages to prospect, discover, recommend, implement • Opportunity specific tasks for sales stages • Track probability of sales • Stages: Discovery, Recommendation, Closing • Multiple quotes per opportunity • Contract storage and process tracking Projects • Restyled overview panel • Choice between Gantt and tasks • Gantt opens in a resizable window and autosaves • New fields for project links and recurring meeting id for zoom • Project risks and planning • Notebooks • Track time and expenses • Create invoices for the project • Project templates Users • Your dashboard • User-centric menu • Visualizations ( activity tracking, hours, and sales data) • View sales vs. sales Goals • Set sales goals by the year • Manage employees, HR module • NEW Teams for managing incoming Email • NEW Sales territories • NEW education panel - required training and courses taken, tracks CEU's. • Updated email signature to use the HTML text editor. • Added preference button for sales. If de-selected, it will hide sales features from the user's view. • Menu - timesheets and expenses will hide if turned off in the system • NEW - Timecards General Features • Quoting • Invoices • Sales Orders • Payments • Expense reports • Timesheet • Vendor Management, Bills and Payments • Purchase Orders What's New Jarvis 7 is the most significant update to date. Every part of Jarvis has been reviewed to ensure it is as modernized and updated for FileMaker 19. Jarvis contains the largest marketing module of any application on the FileMaker platform. Email templates, multiple marketing actions, HTML signatures, groups, inbound parsing of email bring Jarvis full circle. Everything is using FileMaker's javascript functions in the web viewers eliminating the need for PHP. New modules: Courses, Job Descriptions, extend employee management. Over 70 total new features and updates have been added. **Average Rating:** 4.8/5.0 **Total Reviews:** 13 #### How Do G2 Users Rate Jarvis CRM? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Jarvis CRM? - **Seller:** [The Scarpetta Group](https://www.g2.com/sellers/the-scarpetta-group) - **Year Founded:** 2008 - **HQ Location:** Simpsonville, SC - **Twitter:** @ScarpettaGroup 969 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fc21d8fd1f778d3aaca157732263b3151ace960469b3dcff8cd22e5151386e1a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthe-scarpetta-group%2F&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 75% Small, 19% Medium #### What Are Recent G2 Reviews of Jarvis CRM? **["Beautiful CRM with well-rounded features"](https://www.g2.com/survey_responses/jarvis-crm-review-4524783)** **Rating:** 5.0/5.0 stars _— Susan F._ [Read full review](https://www.g2.com/survey_responses/jarvis-crm-review-4524783) **["All-in-One, Easy-to-Use Solution with Smooth UX and Strong API Integrations"](https://www.g2.com/survey_responses/jarvis-crm-review-12607213)** **Rating:** 4.5/5.0 stars _— Luis En. P._ [Read full review](https://www.g2.com/survey_responses/jarvis-crm-review-12607213) #### What Are G2 Users Discussing About Jarvis CRM? - [What does Jarvis Crm do?](https://www.g2.com/discussions/what-does-jarvis-crm-do) - [What is the use of Jarvis Crm?](https://www.g2.com/discussions/what-is-the-use-of-jarvis-crm) - 1 comment - [What is Jarvis platform?](https://www.g2.com/discussions/what-is-jarvis-platform) - [Is Jarvis a CRM?](https://www.g2.com/discussions/is-jarvis-a-crm) - 1 comment ### [theCRM](https://www.g2.com/products/thecrm/reviews) theCRM is modern CRM software designed to improve the management of sales, customers or any business process you would like to digitally transform. Helping you to deliver more growth and deliver more efficiency. We can help you improve the management, tracking, automation and reporting of all your processes.  Increase the efficiency of marketing, sales, product management, service delivery and much more. theCRM can be quickly integrated with your existing systems. Make your business more efficient by reducing the manual duplication of data and improving data quality.  Orchestrate one seamless customer journey. Integrate everything from the main business applications through such as ERP to niche custom products. Enterprise CRM capability at a sensible price, delivering more results for less. **Average Rating:** 4.5/5.0 **Total Reviews:** 11 #### How Do G2 Users Rate theCRM? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind theCRM? - **Seller:** [CRM-UK](https://www.g2.com/sellers/crm-uk) - **Year Founded:** 1998 - **HQ Location:** Banbury, GB - **Twitter:** @crmsoftwareuk 78 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3431211e560f164dbb38deedb4bd6f6f5e0264bddf355c90c815447368923bc8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F743611&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 45% Medium, 36% Small #### What Are Recent G2 Reviews of theCRM? **["Best CRM Software"](https://www.g2.com/survey_responses/thecrm-review-8412594)** **Rating:** 5.0/5.0 stars _— Shilpa M._ [Read full review](https://www.g2.com/survey_responses/thecrm-review-8412594) **["CRM is a best tools for our business, its easy to find the clients and services."](https://www.g2.com/survey_responses/thecrm-review-8574813)** **Rating:** 5.0/5.0 stars _— Airen D._ [Read full review](https://www.g2.com/survey_responses/thecrm-review-8574813) ### [Solid Performers CRM](https://www.g2.com/products/solid-performers-crm/reviews) Solid Performers CRM is a comprehensive cloud-based customer relationship management solution designed to streamline sales, marketing, and customer service processes for small and medium-sized businesses. By automating lead management, sales tracking, and client interactions, it enhances productivity and fosters business growth. The platform's user-friendly interface and customizable features ensure seamless integration with existing systems, making it adaptable to various industry needs. Key Features and Functionality: - Lead Management: Automates lead addition, allocation, and nurturing, ensuring timely follow-ups and efficient conversion. - Sales Automation: Manages sales pipelines, tracks deals, and forecasts growth, providing a clear overview of sales performance. - Contact Management: Centralizes customer information, facilitating effective communication and relationship building. - Email Integration: Consolidates email communications within the CRM, ensuring no interactions are missed. - Customizable Dashboards: Offers tailored dashboards with real-time analytics to monitor key performance indicators. - Mobile Access: Provides mobile applications for iOS and Android, enabling on-the-go access to CRM functionalities. - Workflow Automation: Automates repetitive tasks, enhancing operational efficiency and reducing manual errors. - Reporting and Analytics: Delivers comprehensive reports and analytics to assess performance and inform strategic decisions. Primary Value and Solutions Provided: Solid Performers CRM addresses common operational challenges by centralizing and automating critical business processes. It enhances lead conversion rates, improves customer engagement, and provides actionable insights through detailed analytics. By offering a scalable and customizable platform, it supports businesses in optimizing their workflows, increasing productivity, and achieving sustainable growth. **Average Rating:** 4.8/5.0 **Total Reviews:** 53 #### How Do G2 Users Rate Solid Performers CRM? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Solid Performers CRM? - **Seller:** [Solid Performers Pvt. Ltd](https://www.g2.com/sellers/solid-performers-pvt-ltd) - **Year Founded:** 2015 - **HQ Location:** Bangalore, Karnataka - **Twitter:** @SolidPerformers 193 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53f6ba73d646230f4cfd2a58c8add10d43a16a6e423c47b2625a096473c37bd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9355185%2F&secure%5Burl_type%5D=linkedin_company_website) 14 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Real Estate, Electrical/Electronic Manufacturing - **Company Size:** 72% Small, 25% Medium #### What Do G2 Reviewers Say About Solid Performers CRM? _AI-generated summary from verified user reviews_ ##### Cons - Users experience **configuration challenges** with Solid Performers CRM, leading to wasted time and frustration over unresolved issues. - Users find the CRM **expensive** and frustrating, feeling their subscription is a waste of time and money. - Users face a challenging **learning curve** with Solid Performers CRM, making the setup process frustrating and unclear. - Users find Solid Performers CRM to be **time-consuming** , resulting in frustration and wasted resources throughout their subscription. #### What Are Recent G2 Reviews of Solid Performers CRM? **["Simple to use and setup"](https://www.g2.com/survey_responses/solid-performers-crm-review-5422618)** **Rating:** 4.5/5.0 stars _— Pramod A._ [Read full review](https://www.g2.com/survey_responses/solid-performers-crm-review-5422618) **["Excellent CRM Software for Sales Management"](https://www.g2.com/survey_responses/solid-performers-crm-review-8285096)** **Rating:** 4.5/5.0 stars _— Anil D._ [Read full review](https://www.g2.com/survey_responses/solid-performers-crm-review-8285096) #### What Are G2 Users Discussing About Solid Performers CRM? - [What is Solid Performers CRM used for?](https://www.g2.com/discussions/what-is-solid-performers-crm-used-for) ### [Deskera All-in-One](https://www.g2.com/products/deskera-all-in-one/reviews) Deskera All In One is the only business software you need to run your business. Get integrated accounting, inventory, CRM, payroll, and employee management in one package. All the benefits of an ERP, without any of the hassles. From the get-go, the dashboard is where it all comes together, giving you a real-time view of your business. You can view invoices, receivables, bank balances, and tax calculations, plus check how your sales team is performing and how much revenue they’re raking in. There’s even space to see salary liability, employee attendance, and claims/reimbursements. Deskera has it all front and center, with a winning mobile app that handles every desktop feature with ease. Features 1.Scan documents with your phone to record bills, expenses, and purchase invoices 2.Connect to over 10,000 banks for faster bank reconciliation 3.Multi-currency transactions in over 110 currencies with forex gain/loss calculations 4.Manage your finances the way you want, with job accounting, project accounting, or cost-center accounting 5.Advanced inventory management with serial, batch, bill of materials, multiple warehouses, stock transfers & adjustments, and more Built-in financial and business reports which can be sliced and diced as you need for better insights and decisions 6.Complete audit trail to keep a track of all accounting, financial and transactional activities 7.Automate marketing, lead generation, sales, and after-sales operations. 8.Run email marketing campaigns for lead generation, nurturing, or engaging your customers and prospects. 9.Configure rules to create dynamic segments from your contact lists and personalize your marketing outreach. 10.Create custom forms to capture new potential leads from multiple channels. 11.Add contacts and leads to mailing lists for nurturing or to sales pipelines for closing deals. 12.Configure custom sales pipelines and track deals across different sales stages 13.Schedule activities, calls, or meeting with your contacts regarding deals, and even sync your Microsoft 365 account 14.Setup an email helpdesk and an online help-site to provide world-class support to your customers. 15.Self-service portal for employees and managers to manage payslips, loans, leaves, appraisals, and expenses/claims 16.Employees can use their phone to scan receipts and submit claims, apply leaves and view payslips. 17.Setup multiple teams and departments for appraisals, leave approvals, and claim approvals. 18.Schedule and run payrolls with automatic tax, contributions, and benefits calculations keep different groups of employees on different pay schedules as per your needs. 19.Maintain detailed records for each employee, including personal details, payroll, time-offs, leaves, advances, and more 20.Setup custom pay components and automatically calculate wages based on specific conditions such as pre and post-tax deductions. 21.Automatic journals posted to accounting on payroll finalization. **Average Rating:** 4.3/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate Deskera All-in-One? - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Deskera All-in-One? - **Seller:** [Deskera](https://www.g2.com/sellers/deskera) - **Year Founded:** 2008 - **HQ Location:** Minneapolis, Minnesota - **Twitter:** @deskera 5,787 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cac347e78b7ea9bb142fee4cecbe0c24c93897b4dfefb9e7f41e7433b9150ff4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdeskera%2F&secure%5Burl_type%5D=linkedin_company_website) 109 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 75% Small, 25% Medium #### What Do G2 Reviewers Say About Deskera All-in-One? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **speed of Deskera All-in-One** , facilitating quick access to modules and efficient inventory management. - Users appreciate the **automation capabilities** of Deskera All-in-One, streamlining processes like stock management, bookkeeping, and payroll. - Users appreciate the **speed and versatility** of Deskera All-in-One, enjoying fast loading times and diverse modules. - Users praise the **excellent customer support** of Deskera, aiding in issue resolution and system customization. - Users love the **customizability** of Deskera All-in-One, enabling them to tailor the system to their specific needs. ##### Cons - Users struggle with **call issues** , facing delays and difficulty in reaching the support team for assistance. - Users find the **UI difficult to navigate** , leading to challenges in adding details efficiently. - Users report difficulty with **poor customer support** , citing long response times and unresolved issues. - Users experience **poor support** , often struggling to get timely responses to their issues from the Deskera team. - Users find the **support process time-consuming** , often waiting weeks for a response to simple issues. #### What Are Recent G2 Reviews of Deskera All-in-One? **["All for one one for all software"](https://www.g2.com/survey_responses/deskera-all-in-one-review-8908426)** **Rating:** 5.0/5.0 stars _— Sourabh J._ [Read full review](https://www.g2.com/survey_responses/deskera-all-in-one-review-8908426) **["Awesome solution!!!"](https://www.g2.com/survey_responses/deskera-all-in-one-review-9787705)** **Rating:** 5.0/5.0 stars _— Nicholas R._ [Read full review](https://www.g2.com/survey_responses/deskera-all-in-one-review-9787705) #### What Are G2 Users Discussing About Deskera All-in-One? - [What is Deskera All-in-One used for?](https://www.g2.com/discussions/what-is-deskera-all-in-one-used-for) - 1 comment, 1 upvote ### [Melis Platform](https://www.g2.com/products/melis-platform/reviews) Melis Platform is a modular development platform with ready-to-use tools such as CMS, E-commerce, CRM, Case Managment, Marketing, Newsletters, and much more. It offers the flexibility to customize each module to your specific digital needs, thanks to its extremely developer-friendly environment. Lower your developments costs with the help of the Tool creator and dashboard plugins as well as Multisite, Multilanguage and multichannel modules managed from a single live Editing interface. Melis Technology integrates a wide range of generic and fully-customizable modules, such as: - A CMS page and blog module with templates and live editing - An e-commerce module - A complete Newsletter management software - A CRM with pipeline and workflow management - A survey and form creator with built-in calculation through custom formulas - And many more… Melis Technology business-model is built on a “Freemium” Model with a free Community Edition and 3 subscription licenses, packaged and differentiated only by product and Service Level Agreement features. Melis Technology solution is used by a large number of Digital agencies and IT firms as well as our direct clients, and tailored to the needs of demanding organizations like L’Oréal, Mc Donald’s, Hyundaï, ACCOR, DEKRA and many more. **Average Rating:** 4.8/5.0 **Total Reviews:** 18 #### How Do G2 Users Rate Melis Platform? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Melis Platform? - **Seller:** [Melis](https://www.g2.com/sellers/melis) - **Company Website:** www.melisplatform.com - **Year Founded:** 2014 - **HQ Location:** Paris, FR - **Twitter:** @melisplatform 91 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2c311a2c377831b8bd504983477ebd8f58a92eb9ec21e119b36202d0ad4e2ad3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmelisplatform%2F&secure%5Burl_type%5D=linkedin_company_website) 17 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 79% Small, 16% Medium #### What Do G2 Reviewers Say About Melis Platform? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **modular structure** of Melis Platform, allowing for tailored solutions and efficient project management. - Users appreciate the **ease of use** of the Melis Platform, which simplifies management for non-technical teams. - Users appreciate the **integrated all-in-one solutions** of Melis Platform, facilitating effective management of multiple business functions. - Users appreciate the **integrated content management** features of Melis Platform, streamlining multiple tasks in one convenient space. - Users appreciate the **high level of customizability** in Melis Platform, allowing tailored solutions for diverse client needs. ##### Cons - Users face a noticeable **learning curve** with the Melis Platform, requiring time to become comfortable with its features. - Users desire more **customization options** for blog design on the Melis Platform for enhanced creativity and flexibility. - Users note that the **poor documentation** of the Melis Platform can hinder the learning process and usability. - Users desire greater flexibility in customization and **app integration issues** may limit their creative control on the Melis Platform. - Users find the **learning difficulty** on the Melis Platform overwhelming at first, impacting the initial experience. #### What Are Recent G2 Reviews of Melis Platform? **["It has everything I need"](https://www.g2.com/survey_responses/melis-platform-review-11026526)** **Rating:** 5.0/5.0 stars _— Nicole C._ [Read full review](https://www.g2.com/survey_responses/melis-platform-review-11026526) **["All my business tools in one place"](https://www.g2.com/survey_responses/melis-platform-review-11219432)** **Rating:** 5.0/5.0 stars _— Wendy A._ [Read full review](https://www.g2.com/survey_responses/melis-platform-review-11219432) ### [Pega Customer Engagement Suite](https://www.g2.com/products/pega-customer-engagement-suite/reviews) Pega's Customer Engagement Suite includes Pega Marketing to engage customers with real-time one-to-one marketing on any channel, Pega Sales Automation to intelligently guide sales professionals and streamline the sales process using AI, and Pega Customer Service to deliver end-to-end service across the entire customer journey. These applications leverage Pega’s proven AI via the Customer Decision Hub– our unified, always-on, customer brain. Pega’s Customer Engagement Suite is available with industry-specific models, processes and interfaces, and can deployed on a variety of cloud choices¬– including hybrid, or on premise. **Average Rating:** 4.6/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate Pega Customer Engagement Suite? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Pega Customer Engagement Suite? - **Seller:** [Pegasystems](https://www.g2.com/sellers/pegasystems) - **Year Founded:** 1983 - **HQ Location:** Cambridge, MA - **Twitter:** @pega 45,022 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c75409c33fbae8118b5f020eb0be2bccdc4330aee18fd61d88a946c760308820&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpegasystems&secure%5Burl_type%5D=linkedin_company_website) 5,558 employees on LinkedIn® - **Ownership:** NASDAQ:PEGA #### Who Uses This Product? - **Company Size:** 60% Small, 30% Medium #### What Do G2 Reviewers Say About Pega Customer Engagement Suite? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **unified approach** of Pega Customer Engagement Suite, enabling personalized and consistent customer experiences. - Users appreciate the **user-friendly interface** of Pega Customer Engagement Suite, simplifying their customer engagement processes. - Users appreciate the **unified approach** of Pega for enhancing customer engagement and personalizing experiences effortlessly. - Users love the **unified approach** of Pega Customer Engagement Suite, enhancing personalized and consistent experiences across channels. - Users value the **unified approach** of Pega's AI technology, enhancing personalized and consistent customer engagement experiences. ##### Cons - Users find the **complex setup** challenging, requiring significant training to maximize the platform's full capabilities. - Users find the platform **highly complex** , requiring significant training and facing challenges with implementation and support. - Users find the **complex learning curve** challenging, requiring sufficient training for effective use of the platform. - Users find that **budget management** is challenging for organizations with limited funds, impacting accessibility and usability. - Users experience **call issues** with Pega Customer Engagement Suite, finding them complex and challenging to resolve. #### What Are Recent G2 Reviews of Pega Customer Engagement Suite? **["Great for Monitoring Client Balances and Account Cases"](https://www.g2.com/survey_responses/pega-customer-engagement-suite-review-12975163)** **Rating:** 5.0/5.0 stars _— Verified User in Banking_ [Read full review](https://www.g2.com/survey_responses/pega-customer-engagement-suite-review-12975163) **["Powerful AI-driven customer engagement platform with strong automation"](https://www.g2.com/survey_responses/pega-customer-engagement-suite-review-11753350)** **Rating:** 5.0/5.0 stars _— Cristian C._ [Read full review](https://www.g2.com/survey_responses/pega-customer-engagement-suite-review-11753350) ### [SolarVis](https://www.g2.com/products/solarvis/reviews) SolarVis is an all-in-one B2B SaaS platform for solar energy companies to streamline sales, design, and management across projects, teams, and stakeholders. With solar lead generation, 3D roof modeling, regulation-compliant feasibility reports including battery, heat pump, and EV charger options, material pricing, and CRM tools, solarVis enables teams to create, share, and track solar proposals in minutes. **Average Rating:** 4.8/5.0 **Total Reviews:** 9 #### How Do G2 Users Rate SolarVis? - **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 SolarVis? - **Seller:** [SolarVis](https://www.g2.com/sellers/solarvis) - **Year Founded:** 2019 - **HQ Location:** Ankara, TR - **Twitter:** @solarvisco 23 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=961326da9c29b5a10cef67bbf167edaa1c73c59cebabe729283306c306312023&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsolarvisco%2F&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Renewables & Environment - **Company Size:** 78% Small, 22% Medium #### What Are Recent G2 Reviews of SolarVis? **["It helps us recommend the right system, not just prepare an offer"](https://www.g2.com/survey_responses/solarvis-review-13029102)** **Rating:** 5.0/5.0 stars _— Utku A._ [Read full review](https://www.g2.com/survey_responses/solarvis-review-13029102) **["Smarter project management with solarVis"](https://www.g2.com/survey_responses/solarvis-review-12953271)** **Rating:** 5.0/5.0 stars _— Hazar Y._ [Read full review](https://www.g2.com/survey_responses/solarvis-review-12953271) ### [Tall Emu CRM](https://www.g2.com/products/tall-emu-tall-emu-crm/reviews) Tall Emu CRM is a comprehensive customer relationship management (CRM) software system designed to streamline business operations and enhance customer interactions. Tall Emu CRM offers a wide range of features and benefits tailored to meet the needs of businesses across various industries. Contact Management: Tall Emu CRM allows businesses to effectively manage their contacts, including customers, leads, and vendors, in one centralised platform. Users can easily access contact information, communication history, and interactions. Sales Automation: The CRM offers robust sales automation tools, such as lead management, opportunity tracking, and sales forecasting. This helps sales teams prioritise leads, track sales pipelines, and identify opportunities for growth. Marketing Automation: Tall Emu CRM enables businesses to automate marketing campaigns, including email marketing, social media integration, and lead nurturing. Users can create personalised marketing strategies to engage customers and drive conversions. Customer Service: With built-in customer service features, businesses can efficiently manage customer inquiries, support tickets, and service requests. The CRM provides a unified platform for resolving issues and delivering exceptional customer support. Benefits: Improved Efficiency: Tall Emu CRM streamlines business processes, automates repetitive tasks, and eliminates manual data entry, resulting in improved efficiency and productivity. Seamless integrations with MYOB and Xero accounting software means no double entry and reduced chance of errors. Enhanced Customer Relationships: By centralizing customer data and interactions, businesses can deliver personalised experiences, build stronger relationships, and increase customer satisfaction. Increased Sales Revenue: The CRM's sales automation capabilities help sales teams prioritize leads, close deals faster, and maximize revenue opportunities, leading to increased sales performance. Effective Marketing Campaigns: Tall Emu CRM empowers businesses to create targeted marketing campaigns, track campaign performance, and measure ROI, resulting in more effective marketing strategies and higher conversion rates. **Average Rating:** 4.6/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate Tall Emu CRM? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Tall Emu CRM? - **Seller:** [Tall Emu](https://www.g2.com/sellers/tall-emu) - **Year Founded:** 2002 - **HQ Location:** Sydenham, AU - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2c6461c60e6839fad66e3769402562f5f212078dc6c538a2250572c6b9c1feef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftall-emu%2F&secure%5Burl_type%5D=linkedin_company_website) 8 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 60% Small, 20% Large #### What Do G2 Reviewers Say About Tall Emu CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **responsive customer support** of Tall Emu CRM, appreciating instant solutions for their problems. - Users find Tall Emu CRM's **ease of use** exceptional, especially for uploading client data effortlessly. - Users appreciate the **effective customer management** in Tall Emu CRM, enhancing follow-ups and insights for better sales performance. - Users appreciate the **ease of learning** with Tall Emu CRM, finding the simplistic UI allows quick navigation. - Users appreciate the **easy access** of Tall Emu CRM, finding its simplistic UI user-friendly and intuitive. ##### Cons - Users find the **limited customization options** of Tall Emu CRM restrictive, hindering the automation possibilities found in other CRMs. - Users find **difficult customization** limits Tall Emu CRM's flexibility, hindering the creation of essential automations. - Users are disappointed by the **limited customization options** and lack of automation features in Tall Emu CRM. - Users highlight **integration issues** with MYOB and Xero, hindering the efficiency of automated invoicing workflows. - Users find the **limited automation** options in Tall Emu CRM restrictive compared to other CRMs, impacting functionality. #### What Are Recent G2 Reviews of Tall Emu CRM? **["Tall Emu: Easy to Use, Great Support, and Perfect for Client Payment Tracking CRM(in short great CRM"](https://www.g2.com/survey_responses/tall-emu-crm-review-11817165)** **Rating:** 5.0/5.0 stars _— Peter G._ [Read full review](https://www.g2.com/survey_responses/tall-emu-crm-review-11817165) **["Centralized Sales Management, Needs UI Modernization"](https://www.g2.com/survey_responses/tall-emu-crm-review-13037491)** **Rating:** 4.0/5.0 stars _— Luis Josué D._ [Read full review](https://www.g2.com/survey_responses/tall-emu-crm-review-13037491) ### [VisionFlow](https://www.g2.com/products/visionflow/reviews) VisionFlow is a powerful unified platform for your whole organisation (or just a team): Helpdesk & Customer Support, IT Service Management (ITSM), Application Lifecycle Management, Project Management, Product Development, CRM and more. It is modular and responsive to your needs and gives you the setup you require. **Average Rating:** 4.4/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate VisionFlow? - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind VisionFlow? - **Seller:** [Visionera AB](https://www.g2.com/sellers/visionera-ab) - **Year Founded:** 2001 - **HQ Location:** Stockholm, Stockholm - **Twitter:** @visioneraAB 74 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2cca09fdae6e94a1c6c3e964a85d7534855ac5e96ba718a64d9739abd08e8e31&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F648509%2F&secure%5Burl_type%5D=linkedin_company_website) 16 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 45% Small, 27% Large #### What Are Recent G2 Reviews of VisionFlow? **[""measure the life of your applications, manage your projects and configure it to your needs""](https://www.g2.com/survey_responses/visionflow-review-3976976)** **Rating:** 4.5/5.0 stars _— Michael C._ [Read full review](https://www.g2.com/survey_responses/visionflow-review-3976976) **["the best platform for your work table"](https://www.g2.com/survey_responses/visionflow-review-3930063)** **Rating:** 4.5/5.0 stars _— Lowin G._ [Read full review](https://www.g2.com/survey_responses/visionflow-review-3930063) #### What Are G2 Users Discussing About VisionFlow? - [What is VisionFlow used for?](https://www.g2.com/discussions/what-is-visionflow-used-for) ### [Appward](https://www.g2.com/products/appward/reviews) Software companies don’t understand your business. From one group you get a rigid solution that requires expensive and time-consuming implementation. From the other you get a hodgepodge of disconnected applications. We feel your pain. Appward delivers a smart set of over 80 apps in a blazing-fast private workspace that helps you manage and improve every function in your organization, including project management, CRM, employee management, operations, quality, manufacturing and supply chain. **Average Rating:** 4.5/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate Appward? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Appward? - **Seller:** [Appward](https://www.g2.com/sellers/appward) - **Year Founded:** 2021 - **HQ Location:** Santa Clarita, US - **Twitter:** @AppwardSocial 2 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eb3e9e85fbb9b2c5b80d8acc514a31eca91490c9f945dda7c66d5f1e3cfedfc0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fappwardsocial%2F&secure%5Burl_type%5D=linkedin_company_website) 19 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 58% Medium, 37% Small #### What Do G2 Reviewers Say About Appward? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Appward, providing clear reporting and quick access to necessary features. - Users value the **efficiency** of Appward, enhancing productivity and simplifying task management for real growth. - Users value the **focus on real growth and monetization** of Appward, enhancing user engagement and campaign effectiveness. - Users value the **intuitive user experience** of Appward, enabling quick and efficient access to essential features. - Users value Appward for its ability to drive **real business growth** and effective monetization strategies. ##### Cons - Users find Appward has a **steep learning curve** that may hinder effective use for complex campaigns. - Users find a **steep learning curve** with Appward due to unclear guidance and lack of detailed documentation. - Users find Appward's **limited customization** restricts their ability to execute complex marketing campaigns effectively. - Users find **limited features** in Appward, especially regarding customization and advanced targeting for larger campaigns. - Users find Appward has **missing features** like limited customization and inadequate guidance for complex campaigns. #### What Are Recent G2 Reviews of Appward? **["Appward Spotlight: Best in User Feedback"](https://www.g2.com/survey_responses/appward-review-11069189)** **Rating:** 5.0/5.0 stars _— Fajar S._ [Read full review](https://www.g2.com/survey_responses/appward-review-11069189) **["Performance-Driven Rewards with Straightforward Setup and Clear Reporting"](https://www.g2.com/survey_responses/appward-review-12247169)** **Rating:** 5.0/5.0 stars _— Tiwari S._ [Read full review](https://www.g2.com/survey_responses/appward-review-12247169) - [‹ Prev‹ Prev](/categories/crm?order=g2_score&page=16&wfoid=9d2741adde.1781661239#product-list) - [1](/categories/crm?order=g2_score&wfoid=9d2741adde.1781661239#product-list) - [2](/categories/crm?order=g2_score&page=2&wfoid=9d2741adde.1781661239#product-list) - … - [13](/categories/crm?order=g2_score&page=13&wfoid=9d2741adde.1781661239#product-list) - [14](/categories/crm?order=g2_score&page=14&wfoid=9d2741adde.1781661239#product-list) - [15](/categories/crm?order=g2_score&page=15&wfoid=9d2741adde.1781661239#product-list) - [16](/categories/crm?order=g2_score&page=16&wfoid=9d2741adde.1781661239#product-list) - 17 - [18](/categories/crm?order=g2_score&page=18&wfoid=9d2741adde.1781661239#product-list) - [19](/categories/crm?order=g2_score&page=19&wfoid=9d2741adde.1781661239#product-list) - [20](/categories/crm?order=g2_score&page=20&wfoid=9d2741adde.1781661239#product-list) - [21](/categories/crm?order=g2_score&page=21&wfoid=9d2741adde.1781661239#product-list) - … - [72](/categories/crm?order=g2_score&page=72&wfoid=9d2741adde.1781661239#product-list) - [73](/categories/crm?order=g2_score&page=73&wfoid=9d2741adde.1781661239#product-list) - [Next ›Next ›](/categories/crm?order=g2_score&page=18&wfoid=9d2741adde.1781661239#product-list) Spotlight Categories [Core HR Software](https://www.g2.com/categories/core-hr) [Business Process Management Software](https://www.g2.com/categories/business-process-management) [Travel Management Solutions](https://www.g2.com/categories/travel-management) [Payment Processing Software](https://www.g2.com/categories/payment-processing) [Identity and Access Management (IAM) Software](https://www.g2.com/categories/identity-and-access-management-iam) Similar Categories - [Sales Compensation](/categories/sales-compensation) - [AI Sales Assistant](/categories/ai-sales-assistant) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) - [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i) [Browse CRM Themes](/categories/crm/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated March 5, 2025 Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The [best CRM software](https://www.g2.com/articles/best-crm-software) centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships. CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles. [CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals. There are many different [types of CRM software](https://learn.g2.com/types-of-crm-software) provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help. The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication. To qualify for inclusion in the CRM category, a product must: - Provide a bounded set of sales-related functions - Provide lead, contact, account, and opportunity management functions - Capture and store sales activities and interactions performed - Consolidate customer history and transactions into a single interface - Track prospects and contacts throughout the sales pipeline - Facilitate communication at all phases of the customer lifecycle - Provide reporting features to track sales performance - Provide workflow automation capabilities to streamline sales processes - Integrate functions into a unifying database and platform Show More * * * ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)