# Best CRM Software - Page 6 ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,084 ### Category Stats (Jul 2026) - **Average Rating:** 4.38/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month _Last updated: July 21, 2026_ ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 121,800+ Authentic Reviews - 1,084+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for CRM Software ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=576&focus%5B%5D=3296&focus%5B%5D=128650&focus%5B%5D=1934) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Close, Bigin by Zoho CRM, and ActiveCampaign. Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign) **Sponsored** ### 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&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-30T19%3A35%3A52Z&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%3D6&secure%5Btoken%5D=c496e40ceedf1d0814f109facb9755dd87561c90fea3d19284b0ea66b95bdf15&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) ### [Ohanafy](https://www.g2.com/products/ohanafy/reviews) Ohanafy is the AI-powered operating system for the beverage industry. Powered by Salesforce and built specifically for suppliers and wholesalers, Ohanafy combines modern usability with advanced intelligence to simplify operations, streamline decisions, and unlock growth, helping beverage companies work smarter today and lead with confidence tomorrow. Why beverage companies make the switch The industry runs on legacy systems that haven't meaningfully changed in decades, or a stack of tools stitched together that don't speak to each other. The cost shows up everywhere. Data gets re-entered by hand, reports get rebuilt from exports, inventory counts nobody fully trusts, and decisions wait on someone to pull a file. Teams end up managing their software instead of their business. One platform, one source of truth Ohanafy brings the entire operation onto a single platform and a single data model. Everything works from the same live information, so the order placed in the field, the inventory it draws down, the invoice it generates, and the dashboard it lands in are the same record. Nothing to reconcile between systems, and no overnight sync standing between you and knowing where you stand. AI built into the work, not bolted on Predictive and agentic AI forecast demand, surface the next best action, flag the accounts and inventory that need attention, and handle routine work that used to take hours every week. It isn't a separate module your team has to remember to open. The intelligence shows up inside the workflow they're already in, which is the only place it actually gets used. What changes Lower operating costs. Less inventory waste. The right products in the right accounts. A clearer read on where the next dollar of growth is coming from, and enough confidence in the numbers to act on them without a second look. Built on Salesforce, not just integrated with it Ohanafy is native to Salesforce, so it inherits enterprise grade security, reliability, and a platform your admins already know how to manage. It extends the investment you've already made rather than adding another system to maintain alongside it. A true partner, not just a vendor Our customers are experts in beverage. We're experts in technology. Implementation, training, and enablement are built around how your team actually works. We bring a team that stays alongside long after go-live, and a roadmap built with customers rather than at them. What you get isn't a vendor relationship. It's a strategic partnership with a team invested in what you're building. **Average Rating:** 5.0/5.0 **Total Reviews:** 60 #### How Do G2 Users Rate Ohanafy? - **Has the product been a good partner in doing business?:** 9.9/10 (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 Ohanafy? - **Seller:** [Ohanafy](https://www.g2.com/sellers/ohanafy) - **Company Website:** www.ohanafy.com - **Year Founded:** 2022 - **HQ Location:** Wilmington, NC - **Twitter:** @OhanafyInc 27 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=963675abfcbd102aaf07045ebc9105fb440370be81211c8576978076d7079331&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fohanafy%2F&secure%5Burl_type%5D=linkedin_company_website) 28 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Food & Beverages - **Company Size:** 87% Small, 12% Medium #### What Do G2 Reviewers Say About Ohanafy? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **exceptional customer support** of Ohanafy, noting its responsiveness and personalized assistance. - Users commend Ohanafy for their **outstanding customer support** , noting responsiveness and understanding of client needs. - Users value the **real-time data accuracy** of Ohanafy, ensuring access to the most current information without delays. - Users value the **flexibility for customization** in Ohanafy, enabling tracking of crucial business data effortlessly. - Users value the **real-time data accuracy** of Ohanafy, ensuring they always work with the most current information. ##### Cons - Users suggest that Ohanafy needs to improve by adding **integrated accounting software** to enhance operational efficiency. - Users note **inadequate financial management** features in Ohanafy, suggesting integration with accounting software for streamlined operations. - Users highlight the **limited customization** options of Ohanafy, suggesting the need for integrated accounting features for better functionality. - Users suggest that adding **accounting features** to Ohanafy would enhance its overall functionality and reduce reliance on external tools. #### What Are Recent G2 Reviews of Ohanafy? **["Ohanafy - Powerful beverage management software tool."](https://www.g2.com/survey_responses/ohanafy-review-11734100)** **Rating:** 5.0/5.0 stars _— Paul B._ [Read full review](https://www.g2.com/survey_responses/ohanafy-review-11734100) **["Live, Local Support 24/7 - Real Time Data!!"](https://www.g2.com/survey_responses/ohanafy-review-11724922)** **Rating:** 5.0/5.0 stars _— Holly S._ [Read full review](https://www.g2.com/survey_responses/ohanafy-review-11724922) ### [ELMA365](https://www.g2.com/products/elma365/reviews) ELMA365 is a low-code BPM platform that helps businesses accelerate digital transformation and innovate faster. With ELMA365 you can deliver enterprise-grade apps and automate processes with little to no coding. ELMA365 integrated applications cover all your business needs: • Lead and Sales Management; • Content and Document Management; • Compliance Management; • HR Services; • Customer Service Management and more. The Business Process Management app allows non-technical users to effortlessly create even the most complex business processes. Drag-and-drop process designer provides simplicity for modelling and accelerates the implementation of changes. Built-in monitoring tools help find bottlenecks and improve overall company’s performance. The Lead and Sales Management app introduces a holistic approach to customer relationships management and sales. The whole process is automated and managed from the lead acquisition to closed deal, including processing of documentation and post-sale service. The Content and Document Management app facilitates document management and electronic data exchange, all powered by a BPM engine. The Compliance Management solution lets your business stay compliant with standards and regulations without wasting effort on custom enterprise application development. **Average Rating:** 4.5/5.0 **Total Reviews:** 31 #### How Do G2 Users Rate ELMA365? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind ELMA365? - **Seller:** [ELMA Global a.s.](https://www.g2.com/sellers/elma-global-a-s) - **HQ Location:** Slovakia - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a604249cd7f742651e6d4fd35a899754cda2ea1d8a3a46e5531f3128cfb6ed07&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Felma-europe-s-a-r-l-%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 83% Medium, 11% Small #### What Are Recent G2 Reviews of ELMA365? **["Totally adaptable"](https://www.g2.com/survey_responses/elma365-review-5374050)** **Rating:** 4.0/5.0 stars _— Ильдана ._ [Read full review](https://www.g2.com/survey_responses/elma365-review-5374050) **["ELMA is adaptable, and will adapt to all your needs."](https://www.g2.com/survey_responses/elma365-review-5382865)** **Rating:** 4.0/5.0 stars _— Дарья ._ [Read full review](https://www.g2.com/survey_responses/elma365-review-5382865) #### What Are G2 Users Discussing About ELMA365? - [What is ELMA365 used for?](https://www.g2.com/discussions/what-is-elma365-used-for) ### [Spotler CRM](https://www.g2.com/products/spotler-crm/reviews) Spotler CRM is a user-friendly Customer Relationship Management (CRM) system designed to enhance B2B sales and marketing efforts. It centralises customer and prospect data, providing a comprehensive 360-degree view that enables businesses to streamline processes and improve lead conversion rates. Key Features: Extensive Contact Management: Beyond basic contact details, Spotler CRM tracks all interactions via email, phone, and shared documents, offering a detailed timeline of customer engagements. Pipeline Management: The system allows for easy management of sales opportunities, enabling teams to prioritise, qualify, and visualise sales processes, fostering better collaboration and efficiency. Customisation: Spotler CRM is adaptable to individual business needs, allowing users to add new fields, manage user access, and customise layouts, graphs, and dashboards to align with specific sales processes. Workflow Automation: Automate routine tasks, create workflows, set up automatic follow-ups, and configure notifications to enhance productivity and ensure timely responses. Reporting and Insights: Monitor return on investment (ROI) and make data-driven decisions with comprehensive reporting tools that inform campaign strategies and sales tactics. Integration and Support: Spotler CRM integrates seamlessly with various tools, enhancing its functionality and ensuring a cohesive workflow. The platform is designed to be user-friendly, allowing for immediate and independent use. Additionally, Spotler offers professional services and support, including extensive training and technical assistance, to help users maximise the software's potential. By consolidating customer information and automating key processes, Spotler CRM enables businesses to deliver consistent customer experiences and drive more effective sales and marketing outcomes. **Average Rating:** 4.4/5.0 **Total Reviews:** 143 #### How Do G2 Users Rate Spotler CRM? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) #### Who Is the Company Behind Spotler CRM? - **Seller:** [Spotler Group](https://www.g2.com/sellers/spotler-group-a3f6b7c0-24fb-4205-9f31-02f8a1d43e29) - **Year Founded:** 2001 - **HQ Location:** Rotterdam, NL - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b56c0f59c6bec30134538449063af8ce8521d26f28197bced3170e60a9fc965&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fspotler-group%2F&secure%5Burl_type%5D=linkedin_company_website) 164 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 87% Small, 10% Medium #### What Do G2 Reviewers Say About Spotler CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **robust marketing automation** features of Spotler CRM, enhancing efficiency in managing campaigns and leads. - Users appreciate the **user-friendly interface** of Spotler CRM, making navigation and onboarding effortless for everyone. - Users appreciate the **robust marketing automation and seamless integration** of Spotler CRM, enhancing efficiency and simplifying processes. - Users value the **flexibility** of Spotler CRM, easily integrating tools and accommodating various team workflows efficiently. - Users value the **seamless integration capabilities** of Spotler CRM, enhancing productivity by connecting essential business tools effortlessly. ##### Cons - Users face **integration issues** with Spotler CRM, making it difficult to connect with third-party applications effectively. - Users find the **lack of integrations** with third-party applications hampers effective data transfer and business operations. - Users find the **interface somewhat cluttered** , which affects ease of navigation and overall user experience. - Users experience **poor integration with third-party applications** , leading to inefficient data transfer and operational challenges. - Users find Spotler CRM's **high complexity** in customization and advanced features makes it less intuitive than competitors. #### What Are Recent G2 Reviews of Spotler CRM? **["Streamlined CRM with Powerful Email Marketing"](https://www.g2.com/survey_responses/spotler-crm-review-12770288)** **Rating:** 4.0/5.0 stars _— Aryan G._ [Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12770288) **["Effortless CRM with Seamless Marketing Integration and Top-Notch Support"](https://www.g2.com/survey_responses/spotler-crm-review-12083422)** **Rating:** 5.0/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12083422) #### What Are G2 Users Discussing About Spotler CRM? - [What is Really Simple Systems used for?](https://www.g2.com/discussions/what-is-really-simple-systems-used-for) ### [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) Sugar Sell is sales automation that actually fits how B2B sales work. It helps sales teams manage pipelines, forecast revenue, and grow accounts – all from one place. Sales leaders get visibility into pipeline and performance to drive more consistent wins. Reps get clear next steps for every opportunity. With Sugar Sell, you can make sense of your data, scale what works, and sell your way. **Average Rating:** 3.8/5.0 **Total Reviews:** 718 #### How Do G2 Users Rate Sugar Sell? - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Sugar Sell? - **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai) - **Year Founded:** 2004 - **HQ Location:** Cupertino, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e1bd8f21728ff6dc10cd57d44fb253d9aab32e296ddc23af0d3f1996bafb6e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17345%2F&secure%5Burl_type%5D=linkedin_company_website) 570 employees on LinkedIn® - **Phone:** +1 (408) 454-6900 #### Who Uses This Product? - **Who Uses This:** Sales Manager, Marketing Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 50% Medium, 35% Small #### What Do G2 Reviewers Say About Sugar Sell? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Sugar Sell, enjoying its intuitive interface and fast setup process. - Users value the **easy customization** of Sugar Sell, enabling tailored solutions for complex sales processes without IT support. - Users praise the **user-friendly interface** of Sugar Sell, which enhances efficiency and simplifies the selling process. - Users value the **feature richness** of Sugar Sell, enabling extensive customization and improved management of business processes. - Users appreciate the **responsive customer support** from Sugar Sell, ensuring smooth communication and effective assistance throughout their experience. ##### Cons - Users face **integration issues** with Sugar Sell, often requiring excessive API tinkering to connect third-party tools. - Users report **frustrating bugs** with upgrades and customization, challenging troubleshooting amid limited support resources. - Users find the **learning curve steep** , with a complex interface and challenging dashboard creation hindering new user experience. - Users face **feature issues** with Sugar Sell, struggling with a complex interface and integration limitations. - Users feel limited by **customization options** , desiring deeper analytics and workflow capabilities to enhance their experience. #### What Are Recent G2 Reviews of Sugar Sell? **["An amazing CRM system"](https://www.g2.com/survey_responses/sugar-sell-review-4608771)** **Rating:** 4.5/5.0 stars _— David-Alexandre K._ [Read full review](https://www.g2.com/survey_responses/sugar-sell-review-4608771) **["More than a CRM packed full of features and great to admin. Extremely well supported and comes with a community of awesome people!"](https://www.g2.com/survey_responses/sugar-sell-review-9147226)** **Rating:** 5.0/5.0 stars _— Luke R._ [Read full review](https://www.g2.com/survey_responses/sugar-sell-review-9147226) #### What Are G2 Users Discussing About Sugar Sell? - [What is Sugar Sell (formerly SugarCRM) used for?](https://www.g2.com/discussions/what-is-sugar-sell-formerly-sugarcrm-used-for) - [Why is sugar a CRM?](https://www.g2.com/discussions/why-is-sugar-a-crm) - 1 comment - [How much does SugarCRM cost?](https://www.g2.com/discussions/how-much-does-sugarcrm-cost) - [What is SugarCRM used for?](https://www.g2.com/discussions/what-is-sugarcrm-used-for) - [What is sugar sell?](https://www.g2.com/discussions/what-is-sugar-sell) - 1 comment ### [djaboo](https://www.g2.com/products/djaboo/reviews) Djaboo is an excellent, smart customer relationship manager that improves your business productivity. You can manage your projects, your clients, your freelance team, your payments, and automatically generate your contracts and invoices easily in one place. Djaboo gives you quick and easy access to the functions you need to develop your business. It includes everything you need to manage your business efficiently and peacefully. Your turn ! Essential features for your productivity Automatic reports of time sheets and income/expenses. The automatic calculation of your charges. The management of the transition to different levels of your VAT. Real-time quote management. Sales Pipelines Contracts are generated automatically from customer information. Essential features for project management Managing your simple and complex tasks with setting reminders. An integrated chat allowing you to discuss projects with your collaborators involved. Planning of tasks and activities via calendars, timelines, time trackers and Gantt charts, Kanban or lists. The management of documents, spreadsheets as well as knowledge bases in order to share them with your collaborators. Essential features for customer management Adding customers or bulk importing your existing customers. Team management by specifying their roles and access to the application and also a view of everyone's leave, attendance and activities. The shop allowing you to offer predefined service packages. Automatic invoicing that is done by our intuitive editor. Full customization of your application Possibility to choose the view: list view, table view, calendar view and much more. Add your logo, customize colors and add your desired backgrounds. Customize your digital workspace you will be able to: Choose the different features you want to use. Change colors to make tasks more identifiable. Use different statuses to categorize tasks and gain efficiency. **Average Rating:** 5.0/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate djaboo? - **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 djaboo? - **Seller:** [djaboo](https://www.g2.com/sellers/djaboo) - **HQ Location:** paris, FR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=042d33c88ad2fb11b71918a265d38b3e592d6dd94280f71a218094a1c94358ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdjaboo&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO - **Top Industries:** Marketing and Advertising - **Company Size:** 60% Small, 30% Medium #### What Do G2 Reviewers Say About djaboo? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **user-friendly interface** of Djaboo, enabling quick adoption and seamless management of client interactions. - Users find Djaboo **easy to use** , enhancing client management without the stress of complex learning curves. - Users appreciate the **intuitive interface** of DJABOO, enabling easy organization and seamless team collaboration without extensive training. - Users praise **Djaboo's efficient task management** , enabling easy tracking of client interactions and reducing stress in their workflow. - Users love the **easy customization** of DJABOO, enabling efficient management of client relationships and workflows. ##### Cons - Users desire more **integration options** with djaboo, though they don't find it critical to their experience. #### What Are Recent G2 Reviews of djaboo? **["Streamlined Client Management That Scales With Us"](https://www.g2.com/survey_responses/djaboo-review-11239435)** **Rating:** 5.0/5.0 stars _— Omar J._ [Read full review](https://www.g2.com/survey_responses/djaboo-review-11239435) **["Keeps Our Campaigns on Track and Clients in the Loop"](https://www.g2.com/survey_responses/djaboo-review-11239339)** **Rating:** 5.0/5.0 stars _— Michael C._ [Read full review](https://www.g2.com/survey_responses/djaboo-review-11239339) ### [Clarify CRM](https://www.g2.com/products/clarify-crm/reviews) Clarify is the autonomous CRM that helps founders and early-stage sellers build pipeline, close more deals, and spend less time on CRM busywork. Its AI automates pipeline creation, meeting admin, and CRM updates—so you can stop clicking and start closing more deals. 🧠 Auto-enrich every contact: Connect your email and calendar, and Clarify fills in fields like job title, company data, email, LinkedIn URL, funding history and more automatically. 🔗 Capture leads from anywhere: One click from LinkedIn adds and enriches contacts instantly. 📹 All-in-one meeting flow: Prep, record, and recap with AI summaries—all within Clarify. ⚙️ Self-updating deals: Clarify tracks buyer signals and suggests pipeline updates automatically. 🧩 Single customer view: Every email, call, and product action tied together in one place. It's free to get started. **Average Rating:** 4.9/5.0 **Total Reviews:** 29 #### How Do G2 Users Rate Clarify CRM? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind Clarify CRM? - **Seller:** [Clarify](https://www.g2.com/sellers/clarify-50a02348-18c9-458b-88cc-3f8bc07dbbf2) - **Year Founded:** 2024 - **HQ Location:** Seattle, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1417adddd76e7686f6a14dc7ef39ede483f73132d14138edd356a7382e8a6ab&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetclarify&secure%5Burl_type%5D=linkedin_company_website) 31 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 83% Small #### What Do G2 Reviewers Say About Clarify CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users commend Clarify CRM for its **ease of use** , with quick setups and automated features simplifying their workflows. - Users appreciate how Clarify CRM provides a **unified platform** , enhancing collaboration and simplifying task management for the team. - Users love the **simplicity and efficiency** of Clarify CRM, enhancing their productivity with effortless task management. - Users love Clarify CRM's **automation features** , significantly reducing manual work and streamlining their sales processes efficiently. - Users value Clarify CRM’s **intuitive features** like meeting recordings and AI integration for seamless deal tracking and collaboration. ##### Cons - Users note the **missing features** in Clarify CRM, such as unsupported custom fields and limited logo management options. - Users wish for **better integration options** in Clarify CRM, impacting the overall effectiveness of the tool. - Users find **limited customization** options frustrating, especially for logos and reporting features in Clarify CRM. - Users feel the **analytics and reporting features** of Clarify CRM are underdeveloped and need further enhancements. - Users find the **reporting features inadequate** in Clarify CRM, hoping for more customizability and enhancements. #### What Are Recent G2 Reviews of Clarify CRM? **["AI-Driven CRM That Simplifies Team Collaboration"](https://www.g2.com/survey_responses/clarify-crm-review-13129519)** **Rating:** 5.0/5.0 stars _— AJ G._ [Read full review](https://www.g2.com/survey_responses/clarify-crm-review-13129519) **["AI CRM That Runs Itself: Seamless Setup, Powerful Rep Assistant, and 10/10 Support"](https://www.g2.com/survey_responses/clarify-crm-review-12882391)** **Rating:** 5.0/5.0 stars _— Ben F._ [Read full review](https://www.g2.com/survey_responses/clarify-crm-review-12882391) ### [CRM.me](https://www.g2.com/products/crm-me/reviews) CRM.me is a cloud-based customer relationship management (CRM) platform designed to streamline marketing, sales, and project management processes. By integrating gamification elements such as points, badges, and leaderboards, CRM.me enhances user engagement and productivity, transforming routine tasks into motivating challenges. This approach fosters a competitive environment that drives team performance and accelerates business growth. Key Features and Functionality: - Marketing Automation: Facilitates the creation and management of email campaigns, autoresponders, and lead capture forms, enabling targeted outreach and efficient lead nurturing. - Sales Management: Offers tools for lead tracking, opportunity management, and customizable dashboards, providing a comprehensive view of the sales pipeline and aiding in informed decision-making. - Project Management: Includes features like task assignment, progress tracking, and collaboration tools, ensuring teams stay organized and meet project milestones effectively. - Gamification: Incorporates elements such as leaderboards, badges, and rewards to motivate users, enhance engagement, and promote a culture of achievement within teams. - Integrations: Seamlessly connects with platforms like Google, Outlook, and Exchange, allowing for efficient synchronization of emails, contacts, and meetings. - Reporting and Analytics: Provides advanced reporting tools to visualize data, analyze results, and generate insights that inform strategic decisions. Primary Value and User Solutions: CRM.me addresses common challenges in CRM adoption, such as low user engagement and complex interfaces, by offering an intuitive platform enriched with gamification. This not only makes the CRM experience more enjoyable but also encourages consistent use, leading to more accurate data and improved customer relationships. By consolidating marketing, sales, and project management functionalities into a single platform, CRM.me eliminates the need for multiple disparate tools, thereby enhancing operational efficiency and reducing costs. Its customizable features and scalable pricing plans make it suitable for businesses of various sizes, ensuring that organizations can tailor the platform to meet their specific needs and grow alongside their evolving requirements. **Average Rating:** 4.5/5.0 **Total Reviews:** 34 #### How Do G2 Users Rate CRM.me? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind CRM.me? - **Seller:** [VeerOne](https://www.g2.com/sellers/veerone) - **Year Founded:** 2020 - **HQ Location:** Kwun Tong, Hong Kong - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c8b9ce28111cda1a63d0fe25adc0a644b1c92efe138a7136c3a34f8b5f5b5d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fveerone%2F&secure%5Burl_type%5D=linkedin_company_website) 65 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 46% Small, 29% Medium #### What Do G2 Reviewers Say About CRM.me? _AI-generated summary from verified user reviews_ ##### Pros - Users find CRM.me to be **easy to use** , appreciating its well-designed interface and comprehensive features. - Users find the **intuitive interface** of CRM.me easy to learn, streamlining patient information management and onboarding. - Users appreciate the **simplicity** of CRM.me, finding it easy and direct to use for their needs. - Users value the **workflow automation** in CRM.me, enhancing their efficiency in managing sales and tasks. - Users value the **workflow automation** of CRM.me, enhancing their sales processes and overall efficiency. ##### Cons - Users find the **difficult usability** of CRM.me's mobile app frustrating, especially when accessing detailed patient charts. - Users find the **setup process overly fiddly** and time-consuming, hindering a quick start without extensive customization. - Users find CRM.me's **email management cumbersome** , with tedious setup and lacking essential integrations for efficiency. - Users find **integration issues** with CRM.me frustrating, leading to tedious manual workarounds and a cumbersome setup process. - Users find the **lack of seamless integrations** with popular tools frustrating, leading to tedious manual workarounds. #### What Are Recent G2 Reviews of CRM.me? **["Easy Contact Management and Interaction Tracking in One Place"](https://www.g2.com/survey_responses/crm-me-review-12625302)** **Rating:** 4.5/5.0 stars _— Hegel A._ [Read full review](https://www.g2.com/survey_responses/crm-me-review-12625302) **["Excellent Tool for Scheduling Tasks and Tracking Pipelines!"](https://www.g2.com/survey_responses/crm-me-review-12715008)** **Rating:** 5.0/5.0 stars _— Nataly B._ [Read full review](https://www.g2.com/survey_responses/crm-me-review-12715008) #### What Are G2 Users Discussing About CRM.me? - [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/crm-me-what-are-the-3-main-elements-of-crm-software) - 2 comments - [What does CRM software include?](https://www.g2.com/discussions/crm-me-what-does-crm-software-include) - 1 comment - [What does CRM software do?](https://www.g2.com/discussions/what-does-crm-software-do) - 1 comment - [What are the major features of CRM?](https://www.g2.com/discussions/what-are-the-major-features-of-crm) ### [Orgzit](https://www.g2.com/products/orgzit-orgzit/reviews) Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application. **Average Rating:** 4.8/5.0 **Total Reviews:** 43 #### How Do G2 Users Rate Orgzit? - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Orgzit? - **Seller:** [Orgzit](https://www.g2.com/sellers/orgzit) - **Year Founded:** 2016 - **HQ Location:** San Jose, California - **Twitter:** @Orgzit 218 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=22a3bb6c67924ae5584eb81873c6e1628ca44e653800c7f6dbf723a1081c5775&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13200297%2F&secure%5Burl_type%5D=linkedin_company_website) 17 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Logistics and Supply Chain - **Company Size:** 57% Medium, 32% Small #### What Do G2 Reviewers Say About Orgzit? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Orgzit, appreciating its flexibility and intuitive dashboard for daily task management. - Users appreciate Orgzit's **flexibility and configurability** , enabling customized solutions for diverse business needs without coding. - Users value Orgzit's **comprehensive features** , enhancing collaboration and streamlining business processes effectively. - Users appreciate the **flexibility** of Orgzit, allowing easy customization to meet specific business needs without coding. - Users value the **streamlined collaboration** and accessibility of Orgzit, enhancing efficiency across business processes and teams. ##### Cons - Users note occasional **connectivity issues** with Orgzit, particularly when integrating with traditional databases like SQL. - Users find the **user interface challenging** , indicating that design improvements could enhance overall usability. - Users note some **display issues** with Orgzit, particularly in the user interface, suggesting room for improvement. - Users feel there's **incomplete information** , especially regarding client report creation, affecting overall usability. - Users note **integration issues** with conventional databases like SQL, affecting seamless connectivity and functionality. #### What Are Recent G2 Reviews of Orgzit? **["Orgzit provided senocare with a tailor-made CRM for our healthcare services"](https://www.g2.com/survey_responses/orgzit-review-8618328)** **Rating:** 4.5/5.0 stars _— Shakti S._ [Read full review](https://www.g2.com/survey_responses/orgzit-review-8618328) **["Connecting and searching files made easy for enhanced productivity"](https://www.g2.com/survey_responses/orgzit-review-8641340)** **Rating:** 5.0/5.0 stars _— Naveen K._ [Read full review](https://www.g2.com/survey_responses/orgzit-review-8641340) #### What Are G2 Users Discussing About Orgzit? - [What is Orgzit used for?](https://www.g2.com/discussions/what-is-orgzit-used-for) ### [Teamwork CRM](https://www.g2.com/products/teamwork-crm/reviews) Teamwork.com offers a suite of integrated business management apps that enables teams to communicate seamlessly, collaborate effortlessly, drive sales, support clients and efficiently deliver on all your projects. Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your sales process — giving you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly where to focus their time and see how each deal is progressing at every stage of the sales cycle. **Average Rating:** 4.2/5.0 **Total Reviews:** 55 #### How Do G2 Users Rate Teamwork CRM? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) #### Who Is the Company Behind Teamwork CRM? - **Seller:** [Teamwork](https://www.g2.com/sellers/teamwork) - **Year Founded:** 2007 - **HQ Location:** Cork - **Twitter:** @teamwork 1 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d7530a7a9a1b50b103b6b37add1ac5ed68ffff24fa826c1ef51bd932ac2c2ae9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1042291%2F&secure%5Burl_type%5D=linkedin_company_website) 549 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 53% Small, 33% Medium #### What Do G2 Reviewers Say About Teamwork CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** in Teamwork CRM, enhancing productivity with its intuitive interface and clear pipeline views. - Users appreciate the **easy setup** of Teamwork CRM, enabling quick onboarding and efficient sales process management. - Users value the **intuitive and straightforward design** of Teamwork CRM, enhancing productivity and engagement within their sales teams. - Users commend the **intuitive interface** of Teamwork CRM for its straightforward usability and seamless navigation. - Users value the **efficient lead management** in Teamwork CRM, appreciating its intuitive interface and seamless team collaboration. ##### Cons - Users express frustration over **limited customization** , wishing for more advanced features and flexible options within Teamwork CRM. - Users feel that **missing features** in Teamwork CRM hinder efficiency, particularly in email integration and mobile functionality. - Users face **email integration issues** with inconsistent threading and tracking, complicating communication and organization in Teamwork CRM. - Users experience **feature issues** with email integration and mobile app limitations, hindering overall CRM efficiency. - Users experience **integration issues** with Teamwork CRM, finding the email integration basic and lacking seamless tool connectivity. #### What Are Recent G2 Reviews of Teamwork CRM? **["Seamless Lead Management and Team Collaboration"](https://www.g2.com/survey_responses/teamwork-crm-review-12935853)** **Rating:** 5.0/5.0 stars _— Khushbu B._ [Read full review](https://www.g2.com/survey_responses/teamwork-crm-review-12935853) **["A Reliable Workspace for Projects, Tasks, and Ongoing Activities"](https://www.g2.com/survey_responses/teamwork-crm-review-12939955)** **Rating:** 4.5/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/survey_responses/teamwork-crm-review-12939955) #### What Are G2 Users Discussing About Teamwork CRM? - [How do you use teamwork tools?](https://www.g2.com/discussions/teamwork-crm-how-do-you-use-teamwork-tools) - [How does teamwork app work?](https://www.g2.com/discussions/teamwork-crm-how-does-teamwork-app-work) - [What is teamwork software used for?](https://www.g2.com/discussions/teamwork-crm-what-is-teamwork-software-used-for) - [What are some features of CRM?](https://www.g2.com/discussions/teamwork-crm-what-are-some-features-of-crm) ### [OneSuite](https://www.g2.com/products/onesuite/reviews) OneSuite is a complete client work management platform designed specifically for service agencies and independent professionals. Instead of juggling multiple tools for projects, clients, and communication, everything you need is in one place. From onboarding new clients to offboarding them properly, the entire client journey is managed smoothly inside OneSuite. At the core, OneSuite gives you powerful project management tools that keep your team organized and clients in the loop. You can plan projects with boards or lists, assign tasks, set deadlines, and track progress without losing sight of priorities. It goes beyond task tracking by connecting your work directly with the clients it’s for. The built-in CRM is tailored for agencies that sell services, not products. Capture leads, nurture opportunities, and move deals through your pipeline until they become long-term clients. Proposals, contracts, and agreements can be created and shared directly in the platform, with e-signatures included so you close deals faster without chasing paperwork. Billing is also handled with client work in mind. You can create one-time or recurring invoices, perfect for agencies that sell monthly retainers or ongoing service packages. Clients can pay online through trusted providers like Stripe, PayPal, Razorpay, or QuickPay. Recurring invoices mean you spend less time on admin and more time delivering value. OneSuite also includes a secure client portal that carries your own branding. Clients log in to see project updates, approve deliverables, pay invoices, or sign documents. This not only saves you endless back-and-forth emails but also creates a professional experience that builds trust. Team management is built in too. Assign roles, balance workloads, and track performance so your agency operates smoothly. Everything is designed around collaboration between your team and your clients, not just internal work. The real value of OneSuite is that it replaces a messy toolkit of disconnected apps with a single system built specifically for agencies and service professionals. You save money by not paying for multiple subscriptions. You save time by keeping your projects, communication, documents, and billing all connected. And most importantly, you deliver a seamless, professional experience that keeps clients happy and coming back. With OneSuite, agencies can finally run their business end-to-end in one platform, reduce overhead, and focus on growing instead of managing chaos. **Average Rating:** 4.8/5.0 **Total Reviews:** 15 #### How Do G2 Users Rate OneSuite? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind OneSuite? - **Seller:** [OneSuite](https://www.g2.com/sellers/onesuite) - **Year Founded:** 1999 - **HQ Location:** Wilmington, US - **Twitter:** @getOneSuite 25 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cb872e48601bce51650d11a14de00fa583a98b08d0b537581eb54e135bf7cf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fonesuite&secure%5Burl_type%5D=linkedin_company_website) 7 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 93% Small, 7% Medium #### What Do G2 Reviewers Say About OneSuite? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **effective task management** of OneSuite, enabling seamless tracking of multiple projects in one place. - Users love the **intuitive interface** of OneSuite, making it easy to manage multiple projects efficiently. - Users appreciate the **efficient project management** in OneSuite, seamlessly integrating tasks, invoices, and client communication. - Users praise the **automation features** of OneSuite, streamlining tasks and improving efficiency in project management. - Users love the **easy setup** of OneSuite, allowing effortless onboarding with predefined stages and payment integration. ##### Cons - Users feel that **missing features** limit OneSuite's functionality, particularly the absence of time tracking options. - Users find the **time management features lacking** , requiring manual input for tracking, complicating usage significantly. - Users find the absence of **time tracking functionality** in OneSuite a significant limitation, requiring manual entry instead. - Users feel that while OneSuite is satisfactory, they should **reduce costs** for better overall value. - Users feel that the service is great, but **the cost is too high** and could be reduced. #### What Are Recent G2 Reviews of OneSuite? **["One Suite Makes Client Communication and Process Visibility Effortless"](https://www.g2.com/survey_responses/onesuite-review-13043702)** **Rating:** 5.0/5.0 stars _— Jude ._ [Read full review](https://www.g2.com/survey_responses/onesuite-review-13043702) **["A robust alternative to the most popular project management platforms"](https://www.g2.com/survey_responses/onesuite-review-10391597)** **Rating:** 5.0/5.0 stars _— Luca P._ [Read full review](https://www.g2.com/survey_responses/onesuite-review-10391597) ### [Ontraport](https://www.g2.com/products/ontraport/reviews) Ontraport is a CRM and marketing automation platform designed for small and mid-sized businesses that need to manage contacts, automate marketing and sales, process payments, and build web experiences from a single system. Unlike point solutions that require businesses to integrate multiple tools, Ontraport centralizes customer data, marketing automation, sales pipelines, payment processing, and website management in one shared database. This unified architecture allows teams to create connected workflows across every stage of the customer lifecycle without relying on third-party integrations or custom development. Ontraport is built for operations, marketing, and sales teams at established businesses that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core features and capabilities: • CRM and contact management — a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines • Marketing automation — multi-channel automation across email and SMS, with behavioral triggers, lead routing, and attribution reporting • Payments and ecommerce — order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center • Dynamic CMS — no-code tools for building websites, landing pages, membership sites, online courses, and customer portals • Shared inbox — centralized customer communications across channels for support and sales teams • AI Assistant — runs inside automations with access to unified customer data to segment contacts, personalize messaging, and route communications automatically • Reporting and analytics — campaign performance tracking, revenue attribution, and contact-level activity history Ontraport integrates with third-party tools via API and Zapier and supports custom development through an open API. The platform is web-based and includes a mobile app for iOS and Android. Founded in 2006 and headquartered in California, Ontraport serves thousands of businesses across more than 60 countries. **Average Rating:** 4.5/5.0 **Total Reviews:** 246 #### How Do G2 Users Rate Ontraport? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind Ontraport? - **Seller:** [Ontraport](https://www.g2.com/sellers/ontraport) - **Company Website:** ontraport.com - **Year Founded:** 2006 - **HQ Location:** Covina, CA - **Twitter:** @Ontraport 12,056 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3073a235e07fc659b8c09489d5d7ea7fcba6b6c3ea4a1393d1c073f5684e56&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2597064%2F&secure%5Burl_type%5D=linkedin_company_website) 97 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Professional Training & Coaching, Marketing and Advertising - **Company Size:** 93% Small, 4% Medium #### What Do G2 Reviewers Say About Ontraport? _AI-generated summary from verified user reviews_ ##### Pros - Users rave about the **amazing customer support** at Ontraport, appreciating prompt assistance and knowledgeable agents. - Users love the **amazing customer support** from Ontraport, highlighting quick, knowledgeable assistance for their needs. - Users greatly appreciate the **exceptional customer support** of Ontraport, highlighting responsive and knowledgeable agents to assist them. - Users find Ontraport **very user friendly and intuitive** , making it easy to navigate and utilize its features effectively. - Users value the **powerful automation** and contact management features of Ontraport, streamlining their business processes effectively. ##### Cons - Users find the **steep learning curve** challenging, requiring time and support to fully understand the system. - Users find the **interface not intuitive** , leading to a steep learning curve that can be overwhelming for beginners. - Users report **poor customer support** , particularly regarding refunds and a rigid policy that prioritizes rules over relationships. - Users find Ontraport's **no refund policy** frustrating, especially concerning charges for unused and dormant accounts. - Users find **contact management confusing** , especially with automatic billing and using triggers to group contacts effectively. #### What Are Recent G2 Reviews of Ontraport? **["Ontraport Delivers: Flexible Custom Objects and Powerful, Scalable Automation"](https://www.g2.com/survey_responses/ontraport-review-13120768)** **Rating:** 4.5/5.0 stars _— Ben J._ [Read full review](https://www.g2.com/survey_responses/ontraport-review-13120768) **["Ontraport Makes Building Pages and Sequences Easy for Small Businesses"](https://www.g2.com/survey_responses/ontraport-review-13105224)** **Rating:** 4.0/5.0 stars _— Leah H._ [Read full review](https://www.g2.com/survey_responses/ontraport-review-13105224) #### What Are G2 Users Discussing About Ontraport? - [Is Ontraport a CRM?](https://www.g2.com/discussions/is-ontraport-a-crm) - 2 comments - [How much does Ontraport cost?](https://www.g2.com/discussions/how-much-does-ontraport-cost) - 2 comments - [Who uses Ontraport?](https://www.g2.com/discussions/who-uses-ontraport) - 2 comments - [What is Ontraport used for?](https://www.g2.com/discussions/what-is-ontraport-used-for) - 1 comment ### [Formaloo](https://www.g2.com/products/formaloo/reviews) Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever. Formaloo is the world’s leading free form builder and no-code platform for creating powerful forms, surveys, dashboards, CRMs, and custom business apps, all without writing a single line of code. Trusted by 35,000+ businesses worldwide, Formaloo lets teams build AI-powered forms, smart surveys, quizzes, calculators, customer portals, membership sites, HR dashboards, and internal tools, all from one centralized, scalable platform. **Average Rating:** 4.6/5.0 **Total Reviews:** 184 #### How Do G2 Users Rate Formaloo? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) #### Who Is the Company Behind Formaloo? - **Seller:** [Formaloo](https://www.g2.com/sellers/formaloo) - **Year Founded:** 2020 - **HQ Location:** Toronto, CA - **Twitter:** @formaloo 670 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e720b9d8db825fafe1d77f84e76a27c5c8f8d934f18658339b7a32ef781f021c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fformaloohq%2F&secure%5Burl_type%5D=linkedin_company_website) 15 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Director, Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 85% Small, 9% Medium #### What Do G2 Reviewers Say About Formaloo? _AI-generated summary from verified user reviews_ ##### Pros - Users find Formaloo to be **extremely user-friendly** , effortlessly streamlining form creation and data collection processes. - Users value the **high flexibility** of Formaloo, enabling quick customization and a powerful, user-friendly experience. - Users appreciate the **design flexibility** of Formaloo, allowing for tailored forms that align with their brand identity. - Users find Formaloo's **easy setup** and intuitive interface make it a valuable tool for everyday work. - Users appreciate the **ease of use** and versatility of Formaloo, making complex form creation straightforward and effective. ##### Cons - Users often feel the need for **missing features** , such as a native MCP and improved UI for complex tasks. - Users often face **layout issues** that hinder workflow, especially with a crowded UI and limited element movement. - Users find the **learning curve challenging** with complex logic functions and a crowded UI in Formaloo. - Users find the **template management cumbersome** , especially with limited customization and navigation issues that hinder usability. - Users often struggle with the **crowded dashboard and limited precision** in the logic builder, complicating their workflow. #### What Are Recent G2 Reviews of Formaloo? **["Formaloo: Effortless Drag-and-Drop Form Builder with Flexible Workflows"](https://www.g2.com/survey_responses/formaloo-review-13052636)** **Rating:** 5.0/5.0 stars _— Muzammil M._ [Read full review](https://www.g2.com/survey_responses/formaloo-review-13052636) **["Simple, Practical, and Organized Platform for Wellness Forms, Surveys, and Feedback Collection"](https://www.g2.com/survey_responses/formaloo-review-12854720)** **Rating:** 5.0/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/survey_responses/formaloo-review-12854720) #### What Are G2 Users Discussing About Formaloo? - [What is Formaloo used for?](https://www.g2.com/discussions/what-is-formaloo-used-for) - 1 comment, 2 upvotes ### [Coevera](https://www.g2.com/products/coevera/reviews) Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved. **Average Rating:** 4.6/5.0 **Total Reviews:** 444 #### How Do G2 Users Rate Coevera? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Coevera? - **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc) - **Company Website:** www.coevera.com - **Year Founded:** 2007 - **HQ Location:** Los Angeles, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=80e8a1f76d96cff448580607ff9bec73ce5f391a4a73ab5b041aeb685872c49e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2067987%2F&secure%5Burl_type%5D=linkedin_company_website) 122 employees on LinkedIn® - **Phone:** (888) 843-6699 #### Who Uses This Product? - **Who Uses This:** Director, President - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 71% Small, 23% Medium #### What Do G2 Reviewers Say About Coevera? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Coevera, appreciating its intuitive interface and seamless functionality for daily tasks. - Users value the **easy tracking** of deals through the intuitive visual sales pipeline, enhancing process management significantly. - Users praise **streamlined lead generation** with Coevera, enhancing productivity and providing clear insights on opportunities. - Users praise the **highly visual and intuitive interface** of Coevera, facilitating quick tracking of deals and performance. - Users appreciate the **user-friendly interface** of Coevera, enjoying its intuitive design and easy navigation for daily tasks. ##### Cons - Users find **limited customization** options in Coevera, which hampers organization and flexibility in document management. - Users find Coevera to be **expensive** , making it difficult for small businesses to afford the service. - Users find the **complexity** of Coevera challenging, especially regarding deployment and managing features effectively. - Users express frustration over **integration issues** , limiting flexibility and making usage less seamless with other tools. - Users find the **learning curve steep** initially due to the complexity of features and limited customization options. #### What Are Recent G2 Reviews of Coevera? **["Handling Consultation Activities and Follow Up Tracking Feels More Structured"](https://www.g2.com/survey_responses/coevera-review-12886493)** **Rating:** 5.0/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/survey_responses/coevera-review-12886493) **["The real value showed up when I stopped using it like a database"](https://www.g2.com/survey_responses/coevera-review-13022665)** **Rating:** 4.5/5.0 stars _— Yaroslav B._ [Read full review](https://www.g2.com/survey_responses/coevera-review-13022665) #### What Are G2 Users Discussing About Coevera? - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for) - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment ### [AllClients](https://www.g2.com/products/allclients/reviews) The #1 Client Management and Marketing Automation System for very small businesses. **Average Rating:** 4.6/5.0 **Total Reviews:** 40 #### How Do G2 Users Rate AllClients? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind AllClients? - **Seller:** [AllClients](https://www.g2.com/sellers/allclients) - **Year Founded:** 2004 - **HQ Location:** Sparks, Nevada - **Twitter:** @allclients 318 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3670e87418ce8be567dabad4d358c9c1c73381ab5f28c09a1a19990e216e65cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallclients%2F&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Insurance - **Company Size:** 67% Small, 24% Medium #### What Do G2 Reviewers Say About AllClients? _AI-generated summary from verified user reviews_ ##### Pros - Users find AllClients incredibly **easy to use** , allowing them to efficiently complete tasks and manage contacts. - Users rave about the **stellar customer support** of AllClients, praising its responsiveness and helpfulness. - Users value the **simplicity of AllClients** , enabling effortless customization while managing contacts and follow-ups efficiently. - Users value the **effective email marketing** features of AllClients, enhancing client engagement with ease and convenience. - Users highlight the **affordability** of AllClients, making it an ideal choice for small businesses seeking budget-friendly CRM solutions. ##### Cons - Users find the **integration issues** frustrating, as more third-party app compatibility is needed for a better experience. - Users find AllClients **limited in features** , wishing for more integrations and modernized reporting options. - Users find the **limited integrations** of AllClients restrict their capabilities and hinder overall effectiveness. - Users find the trial period **too short** , preferring a longer duration like 30 days offered by competitors. - Users feel that AllClients has **feature issues** , particularly in integrations and outdated design aspects. #### What Are Recent G2 Reviews of AllClients? **["Ideal CRM for Keeping Leads Organized and Follow-Ups Easy"](https://www.g2.com/survey_responses/allclients-review-12706061)** **Rating:** 4.5/5.0 stars _— Sarah S._ [Read full review](https://www.g2.com/survey_responses/allclients-review-12706061) **["Reliable Client Management Platform Compliant with EU Privacy Rules"](https://www.g2.com/survey_responses/allclients-review-12867429)** **Rating:** 4.0/5.0 stars _— Lili M._ [Read full review](https://www.g2.com/survey_responses/allclients-review-12867429) #### What Are G2 Users Discussing About AllClients? - [What does Allclients do?](https://www.g2.com/discussions/what-does-allclients-do) - [What is all client?](https://www.g2.com/discussions/what-is-all-client) - [What is a client management software?](https://www.g2.com/discussions/what-is-a-client-management-software) - [What does a client management system do?](https://www.g2.com/discussions/what-does-a-client-management-system-do) ### [C2CRM](https://www.g2.com/products/c2crm/reviews) Clear C2 is a 30-year-old, privately-owned CRM software development company, based in Dallas, TX. Our CRM solution, C2CRM, is robust yet easy to use. Built for companies of all industries and sizes (10-user minimum). A customizable enterprise CRM that will drive sales, manage customer relationships, and automate marketing while streamlining internal processes. Affordable, flexible pricing, and feature-rich. **Average Rating:** 4.6/5.0 **Total Reviews:** 73 #### How Do G2 Users Rate C2CRM? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind C2CRM? - **Seller:** [Clear C2, Inc.](https://www.g2.com/sellers/clear-c2-inc) - **Year Founded:** 1993 - **HQ Location:** Coppell, TX - **Twitter:** @C2CRM 699 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93dc101025048330eab47536eecda89def37235e0aa21c461a4389394f394f0d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F141936%2F&secure%5Burl_type%5D=linkedin_company_website) 31 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Telecommunications, Hospital & Health Care - **Company Size:** 62% Medium, 27% Small #### What Do G2 Reviewers Say About C2CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **customizability** of C2CRM, which allows seamless adaptation to diverse business processes. - Users find C2CRM's **ease of use** exceptional, simplifying data management and enhancing overall operational efficiency. - Users commend the **easy customization** of C2CRM, tailoring the system effectively to align with their business needs. - Users value the **responsive customer support** of C2CRM, enhancing their experience with tailored, effective assistance. - Users value the **customization options** in C2CRM, enabling tailored solutions that enhance business processes and productivity. ##### Cons - Users find the **learning curve steep** for C2CRM, making it difficult for beginners to use effectively. - Users feel that C2CRM has **feature issues** due to an outdated interface and limited customization options. - Users find C2CRM **not intuitive** , with a challenging interface that complicates usage, especially for beginners. - Users find C2CRM to be **not user-friendly** , requiring manual work and presenting challenges for beginners. - Users find the **customer support lacking** , noting it could be significantly improved for better assistance. #### What Are Recent G2 Reviews of C2CRM? **["Streamlined Recruitment with Easy Tracking"](https://www.g2.com/survey_responses/c2crm-review-12885531)** **Rating:** 5.0/5.0 stars _— Khushbu B._ [Read full review](https://www.g2.com/survey_responses/c2crm-review-12885531) **["Customizable CRM with Strong Integration but Needs UI Improvements"](https://www.g2.com/survey_responses/c2crm-review-12568995)** **Rating:** 4.5/5.0 stars _— Lalit K._ [Read full review](https://www.g2.com/survey_responses/c2crm-review-12568995) #### What Are G2 Users Discussing About C2CRM? - [What is C2CRM used for?](https://www.g2.com/discussions/what-is-c2crm-used-for) - 1 comment - [‹ Prev‹ Prev](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score&page=5#product-list) - [1](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score#product-list) - [2](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score&page=2#product-list) - [3](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score&page=3#product-list) - [4](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score&page=4#product-list) - [5](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score&page=5#product-list) - 6 - [7](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score&page=7#product-list) - [8](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score&page=8#product-list) - [9](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score&page=9#product-list) - [10](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score&page=10#product-list) - … - [72](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score&page=72#product-list) - [73](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score&page=73#product-list) - [Next ›Next ›](/categories/crm?open_modal_url=%2Fproducts%2Ftransleadcrm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fcrm%26source%3Dcategory&order=g2_score&page=7#product-list) Spotlight Categories [A/B Testing Tools](https://www.g2.com/categories/a-b-testing-tools) [Data Observability Software](https://www.g2.com/categories/data-observability) [Pricing Software](https://www.g2.com/categories/pricing) [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) [Product Lifecycle Management (PLM) Software](https://www.g2.com/categories/product-lifecycle-management-plm) 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/)