Best CRM Software - Page 7

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monday CRM

The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations

Average Rating: 4.5/5.0

Total Reviews: 1,910

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

  • Seller: monday.com
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Tel Aviv
  • LinkedIn® Page: www.linkedin.com
    10,589 employees on LinkedIn®
  • Ownership: NASDAQ: MNDY

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 74% Small, 23% Medium

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

Pros
  • Users find monday CRM to be very user-friendly, appreciating its simplicity and helpful features for collaborative work.
  • Users praise the efficient integrations that enhance workflow, making daily tasks smoother and easier to manage.
  • Users value the automation features of monday CRM, enhancing workflow efficiency and minimizing manual tasks.
  • Users appreciate the incredible customizability of monday CRM, enabling tailored solutions for their unique business needs.
  • Users appreciate the user-friendly features of monday CRM, enhancing lead management and overall workflow efficiency.
Cons
  • Users find the learning curve steep, particularly in connecting boards and fully integrating the system.
  • Users find the missing features in monday CRM, like limited automation and columns, significantly hinder their workflows.
  • Users notice limited features in monday CRM, feeling it lacks depth compared to more robust CRM tools.
  • Users find limited customization in monday CRM compared to more robust tools, affecting detailed reporting and complex setups.
  • Users find the integration issues problematic, as they require manual setup and can lead to frustrating lags.

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 2,814

Category Stats (Nov 2026)

  • Average Rating: 4.42/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: HelloGrowthCRM (+29.64%) - Among all products in this category, HelloGrowthCRM recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 130,600+ Authentic Reviews
  • 2,814+ 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

Highlighted products: Salesforce Sales Cloud, HubSpot Sales Hub, monday CRM, Pipedrive, Close, Zoho CRM, 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=monday-crm&focus%5B%5D=pipedrive&focus%5B%5D=close&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign)

noCRM

Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster.

Average Rating: 4.7/5.0

Total Reviews: 120

How Do G2 Users Rate noCRM?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.6/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind noCRM?

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 89% Small, 8% Medium

What Do G2 Reviewers Say About noCRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of noCRM.io, benefiting from its clean interface and simple setup for sales management.
  • Users appreciate the simplicity of noCRM.io, enhancing productivity with a clean, user-friendly interface for lead management.
  • Users appreciate the easy setup of noCRM.io, allowing for quick management of clients and leads seamlessly.
  • Users appreciate the clear and efficient lead management of noCRM.io, enhancing focus on sales over complexity.
  • Users appreciate the great customer support of noCRM.io, highlighting their fast response and helpfulness.
Cons
  • Users note the missing features in noCRM.io, such as limited metrics and inefficient manual input processes.
  • Users express a desire for more customization options in reports and dashboards to enhance flexibility and efficiency.
  • Users find the limited features of noCRM.io challenging, especially regarding automation and reporting capabilities.
  • Users face bugs with the mobile app, including syncing issues and difficulties with date settings.
  • Users express frustration over call issues, as the number option doesn't connect directly to their phones.

What Are Recent G2 Reviews of noCRM?

What Are G2 Users Discussing About noCRM?

Zilliant CPQ

In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing

Average Rating: 4.8/5.0

Total Reviews: 28

How Do G2 Users Rate Zilliant CPQ?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Zilliant CPQ?

  • Seller: Zilliant
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    143 employees on LinkedIn®
  • Phone: +1 512-531-8503

Who Uses This Product?

  • Top Industries: Information Technology and Services, Mechanical or Industrial Engineering
  • Company Size: 47% Small, 37% Large

What Do G2 Reviewers Say About Zilliant CPQ?

AI-generated summary from verified user reviews

Pros
  • Users value the efficiency of Zilliant CPQ, significantly reducing quote cycle and order lead times for competitive advantage.
  • Users value the customization and integration capabilities of Zilliant CPQ, enhancing efficiency and competitive advantage.
  • Users value the customizability of Zilliant CPQ, enhancing efficiency and security tailored to their specific needs.
  • Users value the ease of use of Zilliant CPQ, enabling quick configuration of customer solutions and pricing.
  • Users value the easy customization of Zilliant CPQ, enhancing processes with tailored solutions and security features.
Cons
  • Users find the slow loading times during complex operations to be frustrating and detrimental to their experience.
  • Users experience slow performance during complex operations, leading to frustrations with loading times.

What Are Recent G2 Reviews of Zilliant CPQ?

Onpipeline

Manage sales from lead to revenue. Onpipeline is an adaptable sales CRM that helps teams manage the entire sales process from lead to revenue. It brings contacts, deals, activities, quotes, approvals, e-signatures, invoices and recurring revenue into one connected platform. Onpipeline combines ease of use with flexible workflows, multiple pipelines, unlimited contacts and deals, built-in automation, reporting, integrations and an API included in every plan. It gives sales teams clear visibility, reduces reliance on disconnected tools and supports lasting customer relationships from first contact to retention and growth. Users can customize their sales pipelines to reflect their unique business needs, allowing for a more personalized approach to deal management. Additionally, the platform supports seamless integration with other business tools through APIs, ensuring that users can connect their existing systems with ease. The platform also offers automation capabilities, which help reduce manual tasks and free up time for sales teams to focus on high-priority activities. Centralized communication tools facilitate collaboration among team members, while activity scheduling features enable users to manage their time effectively. The inclusion of robust reporting and analytics tools allows users to monitor performance, assess team productivity, and generate valuable sales forecasts. Onpipeline's functionality extends to lead management, enabling users to capture and manage leads from multiple sources through web forms and web services. The platform also includes features for appointment scheduling, allowing customers to book meetings and calls directly, which can save time and streamline the sales process. Furthermore, users can create and manage quotes with ease, incorporating elements such as manager approval, stock control, client e-signatures, and customizable templates to enhance the sales experience. Overall, Onpipeline stands out in the CRM category by providing a comprehensive suite of tools that cater to the specific needs of small to midsize businesses. Its focus on automation, customization, and collaboration ensures that sales teams can work more efficiently and effectively, ultimately leading to improved customer relationships and increased sales performance.

Average Rating: 4.7/5.0

Total Reviews: 29

How Do G2 Users Rate Onpipeline?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Onpipeline?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 66% Small, 41% Medium

What Do G2 Reviewers Say About Onpipeline?

AI-generated summary from verified user reviews

Pros
  • Users value the customer interaction tracking feature, enabling effective follow-ups by sales representatives on leads.
  • Users value the lead management capabilities that enable effective tracking and follow-ups with customers.
  • Users value the simplicity and user-friendliness of Onpipeline, appreciating its clean and straightforward design.
  • Users appreciate the user-friendly design of Onpipeline, finding it simple and straightforward compared to other CRMs.
Cons
  • Users express frustration over the missing features like easy quote-to-invoice conversion and mobile app availability.
  • Users find Onpipeline not user-friendly due to difficulties in converting quotes to invoices and lack of mobile app.

What Are Recent G2 Reviews of Onpipeline?

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Formaloo

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

G2 Deal: 50% off all Formaloo Plans

Enjoy 50% off of your first purchase. All plans included. Eligibility terms: 1. This offer is exclusive to G2 buyers. 2. This offer is only available for new users in Formaloo. More information: https://www.formaloo.com/pricing/

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How Do G2 Users Rate Formaloo?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Formaloo?

  • Seller: Formaloo
  • Year Founded: 2020
  • HQ Location: Toronto, CA
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, Director
  • 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 incredibly easy to use, making form creation and data collection a seamless experience.
  • Users value the high level of flexibility in Formaloo, allowing quick creation of customized, branded forms.
  • Users find Formaloo's setup to be easy and straightforward, making implementation seamless for their projects.
  • Users appreciate the design flexibility of Formaloo, allowing for brand-consistent, easy-to-build forms quickly.
  • Users value the easy implementation of Formaloo, making it a go-to solution for forms across various projects.
Cons
  • Users feel the lack of a native MCP out of the box complicates their workflow and feature utilization.
  • Users find the template management cumbersome, especially when navigating away from the dashboard can be frustrating.
  • Users find the dashboard issues frustrating, especially with complex logic builders and limited template navigation.
  • Users experience layout issues that create a cluttered interface, making complex tasks frustrating and less intuitive.
  • Users find the learning curve challenging when mastering complex logic functionalities in Formaloo, particularly with crowded UI.

What Are Recent G2 Reviews of Formaloo?

What Are G2 Users Discussing About Formaloo?

SendPulse

SendPulse is an AI-driven email and chatbot marketing platform that helps scaling businesses acquire, grow, and retain customers through email and chatbot conversations — all powered by a built-in CRM that streamlines sales and marketing efforts from start to finish. Trusted globally for more than 11 years, the company now serves over 200,000 customers, with substantial operations spanning Latin America (with an office in Brazil) and Europe as part of its international footprint. SendPulse features include: - bulk email and SMS service; - sales pipeline automation; - transactional emails; - Facebook Messenger, Instagram, Telegram, WhatsApp (SendPulse is an official WhatsApp Business API provider), TikTok, and Viber chatbot builder; - web push notification service; - website builder; - live chat builder; - CRM system; - online course builder and LMS; - pop-up forms with an NPS survey widget; - - a library of 50+ ready-made integrations (Zapier, Shopify, WooCommerce, Salesforce, HubSpot, and more) No matter which SendPulse service you choose to work with, it will feature our platform's core components: intuitive, no-code interface; user-friendly drag-and-drop builder with extensive customization options; seamless integration of individual services within the platform; user access levels and teamwork tools so your whole team can collaborate; and advanced marketing and sales automation capabilities. You can seamlessly combine all services into a unified system to create automated sales pipelines. SendPulse’s online course builder integrates various marketing and sales automation tools, allowing you to effortlessly engage new students, nurture relationships with your existing audience, and effectively monetize your expertise. SendPulse is always available on your smartphone, enabling you to launch marketing campaigns, interact with your chatbot subscribers, and manage your audience from anywhere. Online courses created with SendPulse's course builder are also accessible on mobile devices. Education by SendPulse is a user-friendly app that allows students to create and edit their profiles, enroll in courses, track their learning progress, and communicate with instructors. You only need a smartphone or tablet to register, create a student account, and successfully start and complete your training. SendPulse offers a wide range of comprehensive, seamlessly integrated marketing solutions. Our core objective is to optimize marketers’ and business owners’ workflows and empower them to drive company growth through more efficient sales and marketing processes. With SendPulse, you can efficiently: - Build and segment your audience. - Manage all your sales and marketing activities from a single platform. - Track and analyze the effectiveness of your deals. - Make data-driven decisions based on actionable insights. - Boost your sales through personalized messaging tailored to subscribers across every stage of your sales funnel. SendPulse offers unlimited email campaigns, 24/7 live support, exceptional deliverability, and detailed reporting on every pricing plan. Our free-forever plan includes 15,000 emails per month, while paid subscriptions start at just $9.60 per month (billed annually – a 20% discount off the standard $12/month rate, 500 subscribers).

Average Rating: 4.6/5.0

Total Reviews: 694

How Do G2 Users Rate SendPulse?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.4/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind SendPulse?

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 90% Small, 9% Medium

What Do G2 Reviewers Say About SendPulse?

AI-generated summary from verified user reviews

Pros
  • Users find SendPulse's ease of use refreshing, facilitating smooth campaigns and intuitive, hassle-free automation tools.
  • Users appreciate the seamless automation capabilities of SendPulse, facilitating effortless engagement and campaign management.
  • Users appreciate the easy setup process of SendPulse, finding it seamless and intuitive for all experience levels.
  • Users commend the responsive customer support of SendPulse, enhancing their overall experience and satisfaction with the service.
  • Users appreciate the extensive automation channels and intuitive interface of SendPulse that enhance marketing efficiency.
Cons
  • Users note the missing features in reporting and advanced tools, impacting the overall usability and clarity.
  • Users find the limited features of SendPulse insufficient for their needs, impacting overall satisfaction with the tool.
  • Users find the learning curve steep for advanced features, as detailed reporting and support can be inconsistent.
  • Users note limited options for custom segmentation and campaign organization, impacting their experience with SendPulse.
  • Users find SendPulse expensive and criticize its confusing pricing and lack of support for the cost.

What Are Recent G2 Reviews of SendPulse?

What Are G2 Users Discussing About SendPulse?

Goals.com

Goals.com is a simple, easy solution for sales performance management, field service management and managing team production. Built upon the premise that busy sales leaders and busy sales teams need a quick, accurate picture of the essential metrics and tools to help drive more sales, Goals.com provides intuitive software that integrates the key information to make the sales process more efficient for any team in both B2B and B2C focused industries. From the dynamic user dashboard which highlights individual progress over the course of a month, quarter and year for sales representatives to sweeping highlights of the entire team for sales leaders and managers, Goals.com provides the essentials for any business to thrive without the clutter and confusion of other platforms. Additional features include sales contest generation, highlights and a customer success team dedicated to being a partner and guide for your account for its entire life. Goals.com has everything a small, medium or large business needs to analyze performance, promote development and ultimately drive more sales.

Average Rating: 4.9/5.0

Total Reviews: 26

How Do G2 Users Rate Goals.com?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Goals.com?

  • Seller: Goals.com
  • Year Founded: 2023
  • HQ Location: Minneapolis, MN
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Consumer Services
  • Company Size: 100% Small

What Do G2 Reviewers Say About Goals.com?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the easy adoption of Goals.com, making transitions smooth and efficient for new team members.
  • Users find Goals.com to be easy to learn, allowing seamless adaptation to new roles and systems.
  • Users find the ease of use of Goals.com makes it simple to adapt and integrate into their workflow.
  • Users value the easy access of Goals.com, making onboarding and adaptation to the platform seamless and efficient.
Cons
  • Users experience redundancy in notifications, finding emails unnecessary when the portal is already open for information access.
  • Users experience redundancy in email notifications, finding them unnecessary when the portal is readily accessible.

What Are Recent G2 Reviews of Goals.com?

Sembark Travel Management Software

Sembark Travel Management Software is a cloud-hosted travel CRM solution designed for Destination Management Companies (DMCs), Inbound tour operators, Global travel agents, and travel agencies. Founded by IIT Kanpur & NIT Kurukshetra alumni in October 2020, Sembark is trusted by 1,000+ travel businesses across 28+ countries. It brings together lead management, itinerary builder, supplier contracting, booking & reservations, and payment tracking within a single connected platform, helping travel businesses reduce manual work and keep daily travel operations error-free. Sembark Travel CRM is suited for all sizes of travel companies as it can handle high volumes of inquiries, multi-day itineraries, multi-currency quotations, multi-brand settings, and supplier relationships. Visit here: https://sembark.com/

Average Rating: 4.8/5.0

Total Reviews: 20

How Do G2 Users Rate Sembark Travel Management Software?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Contact & Account Management: 6.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Sembark Travel Management Software?

  • Seller: Sembark
  • Year Founded: 2020
  • HQ Location: Jaipur, IN
  • LinkedIn® Page: www.linkedin.com
    68 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Leisure, Travel & Tourism
  • Company Size: 95% Small

What Are Recent G2 Reviews of Sembark Travel Management Software?

Coevera

Coevera is an AI-powered CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers: companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, the company has built sales software since 2011. Its promise today: a sales process that is visible, teachable and repeatable. The platform is industry-agnostic; historically, its strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Frontline managers coach from a pipeline that reflects what is actually happening. Sellers use it because the pipeline is visual and the next step is obvious. A CRM your team actually adopts: visual pipeline management with drag-and-drop deals and Kanban, list, chart and bubble views gives sellers clarity at a glance, with a short learning curve; a map view is available as an add-on. Onboarding a new user takes about two hours. Implementation runs about four weeks. See the whole buying committee, not just the contact: buying centers and relationship maps show who influences the deal, who is blocking it and where the relationship is thin, the detail that decides complex, multi-stakeholder sales. Your sales process, enforced where the work happens: guided selling puts your stages, required activities and qualification criteria in front of the seller in the flow of work, so the process is followed rather than documented. That is what makes a forecast defensible. AI that collaborates, not just automates: Voyager AI shows its reasoning, asks before it acts and learns when corrected. Voyager 1 is included in every edition; Voyager 2 agents, including one that gives contextual guidance on next steps inside a deal, are a paid add-on that runs on credits, with a free monthly allowance. MCP Server support connects Coevera to compatible AI assistants. Coaching built into the deal: more than 1,600 Sales POP! episodes power the Voyager 2 Real Time Sales Assistant, which surfaces relevant expertise when a seller needs it. No-code automation your own team owns: Automatizer lets sales operations build and change multi-step workflows without a full-time administrator. It is included in the Enterprise edition (25 processes a month) and the Unlimited edition (100 processes a month) and is available as an add-on for Business. Reporting and forecasting included: dashboards, pipeline analytics and forecasting are built in, with no separate BI license. The BI Feeder add-on exports raw data to Tableau, Power BI and other tools. A total cost of ownership you can model: transparent per-user pricing, no six-figure implementation and no administrator headcount to fund year after year. Three editions at $85, $115 and $150 per user per month, billed annually.

Average Rating: 4.6/5.0

Total Reviews: 455

How Do G2 Users Rate Coevera?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Coevera?

Who Uses This Product?

  • Who Uses This: Business Development Manager, CEO
  • 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 praise Coevera for its user-friendly interface, making navigation and task management easy and efficient.
  • Users appreciate easy tracking of deals in Pipeliner CRM, enhancing their sales process understanding and efficiency.
  • Users value the ease of use and flexibility of Coevera, enhancing productivity and streamlining lead generation effectively.
  • Users appreciate the user-friendly interface of Coevera, making navigation and setup easy and intuitive.
  • Users value the user-friendly interface of Coevera, making navigation simple for everyone regardless of technical skill.
Cons
  • Users find the limited advanced customization options restrictive, particularly for complex workflows and deep analytics.
  • Users find the high cost of Coevera to be a significant barrier, especially for small businesses on a budget.
  • Users find the complexity of Coevera's features and customization options challenging, especially for larger organizations.
  • Users experience integration issues with Coevera, limiting compatibility with other tools and affecting overall efficiency.
  • Users experience a steep learning curve initially due to the complexity of features and customization options.

What Are Recent G2 Reviews of Coevera?

What Are G2 Users Discussing About Coevera?

Bitrix24

Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant CoPilot helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place.

Average Rating: 4.1/5.0

Total Reviews: 580

How Do G2 Users Rate Bitrix24?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Bitrix24?

  • Seller: Bitrix24
  • Company Website:
  • Year Founded: 1998
  • HQ Location: Alexandria, Virginia
  • LinkedIn® Page: www.linkedin.com
    269 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Marketing Manager, Project Manager
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 56% Small, 35% Medium

What Do G2 Reviewers Say About Bitrix24?

AI-generated summary from verified user reviews

Pros
  • Users find Bitrix24 to be easy to use, effectively streamlining business processes and enhancing customer experience.
  • Users appreciate the team collaboration tools in Bitrix24, enhancing communication and streamlining business processes effortlessly.
  • Users admire the integrated task management of Bitrix24, enhancing collaboration and efficiency across teams.
  • Users appreciate the integration of essential tools in Bitrix24, boosting efficiency and collaboration across teams.
  • Users appreciate the flexibility and versatility of Bitrix24, enjoying its comprehensive features for business management.
Cons
  • Users find the learning curve steep, requiring time and training to fully utilize Bitrix24's extensive features.
  • Users express concern over missing features in Bitrix24, feeling that promised functionalities have been removed or altered.
  • Users express frustration over limited features in Bitrix24, feeling promised functionalities have been removed or restricted.
  • Users express concern over lacking features, with notable omissions affecting value as compared to initial promises.
  • Users report performance issues with Bitrix24, experiencing lag and slowdowns, especially during complex workflows.

What Are Recent G2 Reviews of Bitrix24?

What Are G2 Users Discussing About Bitrix24?

Teamwork CRM

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: 4.1/5.0

Total Reviews: 59

How Do G2 Users Rate Teamwork CRM?

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

Who Is the Company Behind Teamwork CRM?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 55% Small, 32% Medium

What Do G2 Reviewers Say About Teamwork CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Teamwork CRM's ease of use remarkable, enabling simple management of customer relationships and sales workflows.
  • Users commend the easy setup of Teamwork CRM, appreciating its intuitive interface and quick onboarding process.
  • Users praise the intuitive and straightforward interface of Teamwork CRM, enhancing productivity and ease of use.
  • Users appreciate the intuitive interface of Teamwork CRM, enjoying its simplicity and ease of use for daily tasks.
  • Users appreciate the convenient lead tracking in Teamwork CRM, enabling seamless collaboration and organizational efficiency.
Cons
  • Users find the limited customization options in Teamwork CRM restrict their ability to tailor the system to their needs.
  • Users find the missing features in Teamwork CRM limiting, especially in email integration and advanced CRM functionalities.
  • Users experience email integration issues with threading and tracking, affecting the overall efficiency and usability.
  • Users report feature issues with email integration and the mobile app, finding them basic and inconsistent.
  • Users face integration issues with Teamwork CRM, struggling with limited email connectivity and reliance on third-party tools.

What Are Recent G2 Reviews of Teamwork CRM?

What Are G2 Users Discussing About Teamwork CRM?

Ontraport

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. Core Value Proposition: 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. Who Should Use Ontraport: Ontraport is built for marketing, sales and operations teams at established businesses that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core Features and Capabilities: Ontraport's CRM and contact management gives teams a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines. Marketing automation spans email and SMS with behavioral triggers, lead routing, and attribution reporting. Payments and ecommerce tools include order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center. Dynamic CMS provides no-code tools for building websites, landing pages, membership sites, online courses, and customer portals. A shared inbox centralizes customer communications across channels for support and sales teams, while the AI Assistant runs inside automations to segment contacts, personalize messaging, and route communications automatically. Reporting and analytics tools track campaign performance, revenue attribution, and contact-level activity history. Integrations and Access: 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: 256

How Do G2 Users Rate Ontraport?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Ontraport?

  • Seller: Ontraport
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Covina, CA
  • LinkedIn® Page: www.linkedin.com
    83 employees on LinkedIn®
  • Phone: +1 (855) 668-7276

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Professional Training & Coaching, Marketing and Advertising
  • Company Size: 92% Small, 5% Medium

What Do G2 Reviewers Say About Ontraport?

AI-generated summary from verified user reviews

Pros
  • Users praise the amazing customer support of Ontraport, highlighting its responsiveness and helpfulness with immediate assistance.
  • Users rave about Ontraport's amazing customer support, noting responsive and knowledgeable agents that enhance their experience.
  • Users appreciate the exceptional customer support of Ontraport, highlighting their responsiveness and effective assistance during setup.
  • Users find Ontraport to be very user-friendly, enhancing their experience with efficient CRM and intuitive setup assistance.
  • Users value the automation capabilities of Ontraport, streamlining their email marketing and client interaction tracking.
Cons
  • Users find the steep learning curve of Ontraport challenging, particularly with triggers and grouping contacts.
  • Users find the learning curve steep and interface not always intuitive, making navigation and features challenging at times.
  • Users find poor customer support frustrating, especially when dealing with issues like rigid refund policies and learning curves.
  • Users find Ontraport's rigid billing policy frustrating, particularly regarding refunds for unused services and automatic charges.
  • Users find managing triggers and groups confusing, complicating their experience despite liking other aspects of Ontraport.

What Are Recent G2 Reviews of Ontraport?

What Are G2 Users Discussing About Ontraport?

Pipeline CRM

Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry.

Average Rating: 4.3/5.0

Total Reviews: 913

How Do G2 Users Rate Pipeline CRM?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Pipeline CRM?

  • Seller: Pipeline CRM
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Seattle, WA
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®
  • Phone: +1 (866) 702-7303

Who Uses This Product?

  • Who Uses This: Account Manager, Owner
  • Top Industries: Construction, Marketing and Advertising
  • Company Size: 65% Small, 27% Medium

What Do G2 Reviewers Say About Pipeline CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Pipeline CRM, enabling quick learning and seamless lead management.
  • Users appreciate the intuitive interface of Pipeline CRM, making it simple and fast to adopt for their teams.
  • Users highlight the organized pipeline management of Pipeline CRM, which effectively keeps deals progressing and enhances productivity.
  • Users value the user-friendly interface of Pipeline CRM, facilitating smooth onboarding and effective customer management.
  • Users commend the responsive customer support of Pipeline CRM, enhancing their overall experience and satisfaction.
Cons
  • Users note the limited features of Pipeline CRM, hindering deep integration and automation for enhanced productivity.
  • Users find the limited customization options in Pipeline CRM restrict their ability to optimize complex sales processes.
  • Users face integration issues with Pipeline CRM due to limited third-party connections and mobile app functionality challenges.
  • Users note the missing features in Pipeline CRM, particularly in mobile app functionality and third-party integrations.
  • Users experience slow performance with Pipeline CRM, leading to frustrations during updates and integration challenges.

What Are Recent G2 Reviews of Pipeline CRM?

What Are G2 Users Discussing About Pipeline CRM?

Method CRM

Method CRM is the customizable CRM for QuickBooks that adapts to your business, not the other way around. Rated the #1 CRM for businesses using QuickBooks, Method lets growing companies automate their real-world workflows, so everything fits the way their business actually works, saving them hours every week. In the real world, business changes daily. There are new customer requirements, new job details, rules to follow, workflows to refine, and people to onboard. Teams get slowed down jumping between tools, retyping the same information, and fixing mistakes, whether they are juggling spreadsheets or a CRM that forces them into a box. Method replaces that with one system that flexes as fast as the work does. Yes to real-world business Customize records, fields, screens, job stages, approvals, notifications, automations, and customer portals without compromising your QuickBooks connection. Make it yours with Method AI. Say what you need in plain words, like "add the PO number column" or "hide the cost column on estimates", and the screen you're on changes. Any change can be undone in one step by simply ask Method AI, and our experts build the bigger stuff for you, all in two-way sync with QuickBooks. Yes to quote to cash Connect the dots across your business, streamlining every step from lead to payment. Capture leads through web forms, track opportunities and follow-ups, keep complete customer histories, create estimates and proposals, collect approvals and e-signatures, and convert approved work into invoices in one click. With Method Pay, customers pay by card or ACH through a branded 24/7 portal, and each payment is matched to its invoice and posted to QuickBooks automatically. Even easier, Tap to Pay lets your team accept contactless cards on their phone, with no extra hardware. Deposits, payment links, recurring billing, and clear visibility into paid, pending, refunded, and overdue transactions are built in. Yes to QuickBooks Method instantly syncs with QuickBooks Online and QuickBooks Desktop across your business, eliminating double entry and reducing busy work and errors. Customer records, estimates, invoices, and payments stay current in both systems, while QuickBooks remains your accounting system of record. Role-based access lets sales, service, and operations work with the data they need without direct access to your QuickBooks file. Yes to expert support Customers praise Method for fast access to real subject-matter experts who treat you like a partner, not a ticket. Method's team helps you set up, customize, and keep evolving your workflows, and handles deeper builds when you need them. Built for operational businesses Manufacturers and distributors manage orders, approvals, purchasing, and billing without adopting a large, expensive ERP. Field service businesses schedule jobs, dispatch teams, track work, and invoice faster. Construction companies connect estimates, change orders, job activity, and billing. Professional services teams manage relationships, proposals, recurring work, and payments around their own processes. Nearly 4,000 businesses use Method to connect leads, customers, quotes, jobs, invoices, and payments in one customizable system while QuickBooks continues to handle accounting. Yes, there's a Method for that.

Average Rating: 4.4/5.0

Total Reviews: 344

How Do G2 Users Rate Method CRM?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Method CRM?

Who Uses This Product?

  • Who Uses This: Owner, Office Manager
  • Top Industries: Construction, Wholesale
  • Company Size: 88% Small, 10% Medium

What Do G2 Reviewers Say About Method CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Method CRM to be easy to use, enhancing organization and data management for efficient workflow.
  • Users enjoy the outstanding customization options of Method CRM, tailoring workflows to enhance their operational efficiency.
  • Users value the seamless integration with QuickBooks, enhancing their CRM and accounting functionality for improved efficiency.
  • Users value the responsive customer support of Method CRM, ensuring quick assistance and effective solutions whenever needed.
  • Users appreciate the seamless integration of Method CRM with QuickBooks, enhancing workflow efficiency and customer management.
Cons
  • Users find the learning curve for Method CRM steep, complicating initial setup and familiarity with its features.
  • Users experience limited customization, as changes often require costly developer support and can complicate the system.
  • Users experience several glitches and performance issues, particularly with the mobile app and integration syncing.
  • Users find customization costs for Method CRM to be a significant financial burden, impacting overall affordability.
  • Users note the missing features in Method CRM, wishing for improved reporting and comprehensive all-in-one capabilities.

What Are Recent G2 Reviews of Method CRM?

What Are G2 Users Discussing About Method CRM?

Sugar Sell

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: 9.0/10)
  • Workflow Capability: 7.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Sugar Sell?

  • Seller: SugarAI
  • Year Founded: 2004
  • HQ Location: Cupertino, CA
  • LinkedIn® Page: www.linkedin.com
    577 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 love the ease of use of Sugar Sell, enjoying its intuitive interface and quick setup for seamless selling.
  • Users value the easy customization of Sugar Sell, crucial for tailoring CRM to unique business needs and processes.
  • Users appreciate the user-friendly interface of Sugar Sell, making the selling process quick and intuitive.
  • 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 experience integration issues with Sugar Sell, struggling to connect niche tools without extensive API tweaking.
  • Users find the constant bugs and glitches in Sugar Sell frustrating, disrupting workflow and requiring additional resources to fix.
  • Users face a challenging learning curve with Sugar Sell, particularly due to its complex interface and functionalities.
  • Users face feature issues with Sugar Sell, struggling with a complex interface and integration limitations.
  • Users feel the limited customization options hinder deeper analytics and advanced features needed for complex workflows.

What Are Recent G2 Reviews of Sugar Sell?

What Are G2 Users Discussing About Sugar Sell?

Floww.ai

Floww.ai is an GenAI powered software suite enabling High Velocity sales for B2C & B2B2C businesses. Floww.ai’s integrated sales platform offers Sales Execution CRM, NoCode Instant Analytics, Marketing & Workflow Automations integrated with modern communication stack. Floww.ai's advanced Generative AI tools, Sales Co-Pliot and Analytics Co-Pliot, are enabling efficient & high quality sales approaches enabled with instant analytics and indepth-insights. Majority of the CRMs are built primarily for B2B use cases and fail to accommodate effectively for B2C and B2B2C businesses. The high velocity and volume of modern B2C sales, necessitates an integrated sales platform enabling agile sales management for swiftly adapting to dynamic market environments.

Average Rating: 4.7/5.0

Total Reviews: 141

How Do G2 Users Rate Floww.ai?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Floww.ai?

  • Seller: Floww.ai
  • Year Founded: 2023
  • HQ Location: Hyderabad, Telangana
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Development Manager, Business Development Associate
  • Top Industries: Education Management, E-Learning
  • Company Size: 50% Large, 37% Medium

What Do G2 Reviewers Say About Floww.ai?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Floww.ai, thanks to its user-friendly interface and simple flow creation.
  • Users find the smart boards highly valuable, saving time and enhancing usability for multiple important use cases.
  • Users love the user-friendly interface of Floww.ai, allowing easy flow creation without technical skills.
  • Users appreciate the amazing user interface of Floww.ai, making it easy for anyone to create flows effortlessly.
  • Users find Floww.ai to be highly user-friendly, making flow creation simple and accessible for everyone.
Cons
  • Users report performance issues with Floww.ai, experiencing slow workflows and occasional system hangs during stage changes.
  • Users experience occasional technical issues such as slow workflows and system hangs during stage changes.
  • Users struggle with lack of guidance, requiring more tutorials to effectively navigate and resolve issues on Floww.ai.
  • Users experience a high learning curve due to slow loading times and a lack of comprehensive tutorials.
  • Users note the slow loading times when handling large data volumes, impacting usability and learning resources.

What Are Recent G2 Reviews of Floww.ai?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 27, 2026