Best CRM Software - Page 9

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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: 1,900

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
  • Twitter: @mondaydotcom
    40,761 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10,589 employees on LinkedIn®

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: 2,504

Category Stats (Oct 2026)

  • Average Rating: 4.42/5 (↑0.01 vs Sep 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: October 26, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 128,700+ Authentic Reviews
  • 2,504+ 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)

1Channel

1Channel is a comprehensive platform designed to empower businesses with next-gen automation across sales, distribution, and customer engagement. Trusted by companies in 40+ countries, we deliver measurable outcomes through our suite of solutions: Sales Force Automation (SFA), Field CRM, Channel and Influencer Loyalty, and Retail Merchandising Execution. Clients trust 1Channel not just for software, but for solving real business problems with data-driven insights, innovative technology, and reliable support. From organizing field force operations to strengthening channel partnerships and ensuring flawless retail execution, we help brands achieve growth with efficiency and clarity. What makes 1Channel stand apart is its nimbleness, adaptability, and responsiveness. Our solutions are configurable to diverse business models, offering configurations without unnecessary complexity. With AI-powered tools, intuitive dashboards, and timely support, we enable organizations to transform processes, drive loyalty, and maximize ROI. More than a technology provider, 1Channel is a partner committed to delivering on promises including high-quality execution, on-time delivery, and an eager-to-help culture. Businesses rely on us for growth, reliability, and a fair return on every investment they make.

Average Rating: 4.8/5.0

Total Reviews: 64

How Do G2 Users Rate 1Channel?

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

Who Is the Company Behind 1Channel?

  • Seller: 1Channel
  • Year Founded: 2006
  • HQ Location: Gurgaon/Gurugram, Haryana
  • LinkedIn® Page: www.linkedin.com
    62 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Retail
  • Company Size: 60% Medium, 22% Large

What Are Recent G2 Reviews of 1Channel?

Act!

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes AI-History Summary, Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Payments, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

Average Rating: 3.9/5.0

Total Reviews: 509

How Do G2 Users Rate Act!?

  • Has the product been a good partner in doing business?: 7.6/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Act!?

  • Seller: Act!
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Scottsdale, AZ
  • Twitter: @ActCRM
    5,296 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    221 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Financial Services, Marketing and Advertising
  • Company Size: 78% Small, 17% Medium

What Do G2 Reviewers Say About Act!?

AI-generated summary from verified user reviews

Pros
  • Users find Act! easy to use, with intuitive setup and effective features for organizing contacts and tasks.
  • Users value the organized customer data access in Act!, enhancing efficiency and improving communication through its features.
  • Users appreciate the responsive customer support of Act!, which greatly enhances their overall experience and productivity.
  • Users value the intuitive contact management of Act!, enhancing organization and efficiency in their daily workflows.
  • Users appreciate the organization efficiency of Act!, enhancing productivity through well-managed customer data and scheduling.
Cons
  • Users find the missing features of Act! frustrating, as some are overly complicated and not user-friendly.
  • Users experience integration issues with Act!, facing instability with tools like Outlook and Word, affecting productivity.
  • Users find the learning curve steep due to complex setup and outdated interface, hindering effective use of Act!.
  • Users find Act! to have an outdated and complex interface, making it challenging to use effectively and intuitively.
  • Users find Act! not intuitive, struggling with its outdated interface and complex setup, hindering effective usage.

What Are Recent G2 Reviews of Act!?

What Are G2 Users Discussing About Act!?

Workbooks

Workbooks is a cloud-based Customer Relationship Management (CRM) solution designed specifically for midmarket firms seeking to streamline their business processes and enhance customer engagement. This comprehensive platform integrates various aspects of business operations, allowing organizations to manage their sales, marketing, and customer service functions from a single interface. By combining advanced software capabilities with exceptional consultancy, implementation, and support services, Workbooks aims to deliver a seamless experience for its users. Targeted at midmarket companies, Workbooks addresses the unique challenges these organizations face, such as resource constraints and the need for scalable solutions. The platform is particularly beneficial for businesses looking to improve their customer relationships and operational efficiency without the complexities often associated with larger CRM systems. Workbooks is designed to cater to a diverse range of industries, making it a versatile choice for firms that require a tailored approach to CRM. One of the standout features of Workbooks is its co-funded implementation model, which significantly reduces the cost and risk associated with CRM projects. This approach not only makes the software more accessible but also ensures that businesses receive the necessary support during the setup process. By working closely with clients, Workbooks delivers a customized CRM solution that aligns with specific business needs, all while maintaining an off-the-shelf price point. This unique offering allows organizations to benefit from a tailored system without the financial burden typically associated with bespoke software development. In addition to its cost-effective implementation, Workbooks provides a range of key features that enhance its functionality. Users can expect robust tools for sales automation, marketing campaign management, customer service tracking, project and task management, and sales order processing. The platform also includes advanced reporting and analytics capabilities, enabling businesses to gain valuable insights into their operations and customer interactions. This data-driven approach empowers organizations to make informed decisions and optimize their strategies for better outcomes. The Workbooks platform is powered by AI agents which can be automated via workflows to boost productivity and help drive greater revenue growth. Overall, Workbooks stands out in the CRM landscape by offering a comprehensive solution that combines powerful software with dedicated support services. Its focus on midmarket firms, cost-effective implementation, and customizable features makes it an attractive option for businesses looking to enhance their customer relationship management efforts. By integrating various business functions into a single platform, Workbooks helps organizations improve efficiency, reduce operational risks, and ultimately drive growth.

Average Rating: 4.2/5.0

Total Reviews: 535

How Do G2 Users Rate Workbooks?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Workbooks?

  • Seller: Workbooks
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Reading, Berkshire
  • Twitter: @Workbooks
    2,702 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    65 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Managing Director, Director
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 61% Small, 33% Medium

What Do G2 Reviewers Say About Workbooks?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Workbooks enhances productivity with its intuitive interface and streamlined features.
  • Users value the customizable reporting and dashboards in Workbooks, enhancing performance monitoring and strategic decision-making.
  • Users commend the excellent customer support of Workbooks, highlighting its responsive and knowledgeable team.
  • Users appreciate the customization capabilities of Workbooks, enabling tailored dashboards and comprehensive reports for effective decision-making.
  • Users praise the extensive customization options of Workbooks, enhancing reporting and data management for improved decision-making.
Cons
  • Users find the learning curve steep, with challenges in setup and data input complicating the user experience.
  • Users experience occasional slowness in data loading and limited functionality, especially for larger organizations needing advanced features.
  • Users find limited features in Workbooks, especially as company needs grow, making it less suitable for larger clients.
  • Users find complex features of Workbooks can be clunky and require external assistance for effective use.
  • Users find limited customization options frustrating, feeling it complicates setup and hinders future changes.

What Are Recent G2 Reviews of Workbooks?

What Are G2 Users Discussing About Workbooks?

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edge CRM

Designated as India’s Most Promising CRM, edge CRM is a customer relationship management platform conceived, instigated, and perfected by salespeople for the salespeople. edge CRM is a completely customizable CRM suitable for all business sizes pertaining to every industry profile. Engineered with the focus on relationship building and ease of operation, edge CRM boasts of an AI-driven lead qualifier, cloud-based data capture, 40+ Key Performance Indicators, a preemptive dashboard, and a robust security framework. edge CRM simplifies your business and helps you build relevant strategies with 256+ types of actionable reports and business forecasting to get clear visibility of upcoming challenges. Our mobile-based application allows you access to your complete data and facilitates quick updates on the go. With edge CRM’s in-built Smart PDF Builder and the ingenious edge Assistance, you can create, manage, track, and streamline your tasks with a few clicks. You get a complete overview of your work with edge’s fully comprehensive calendar which facilitates smooth integration with contacts, meetings, calls, and opportunities. edge CRM commits to motivation and appreciation building of the team by gamifying the sales process through a diligent scoreboard and thorough clarity on the performance matrix. Try us now! We at edge promise an in-depth training and undeterred support to your team from day one. It’s time to revolutionize your sales process.

Average Rating: 4.5/5.0

Total Reviews: 26

How Do G2 Users Rate edge CRM?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind edge CRM?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 48% Small, 37% Medium

What Are Recent G2 Reviews of edge CRM?

What Are G2 Users Discussing About edge CRM?

Insightly CRM

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.

Average Rating: 4.2/5.0

Total Reviews: 928

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How Do G2 Users Rate Insightly CRM?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Insightly CRM?

  • Seller: Unbounce
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Vancouver
  • Twitter: @unbounce
    72,651 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    124 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 73% Small, 21% Medium

What Do G2 Reviewers Say About Insightly CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use in Insightly CRM, enabling seamless integration and efficient management of company data.
  • Users value the easy customization in Insightly, enhancing efficiency and communication across various tasks and projects.
  • Users value the customizability of Insightly CRM, enhancing efficiency and facilitating effective client communication and task management.
  • Users appreciate the flexible customization options in Insightly CRM that cater to specific needs and enhance usability.
  • Users value the rich feature set of Insightly CRM, enhancing usability and flexibility for their business needs.
Cons
  • Users find the learning curve challenging, requiring significant time investment to become proficient with Insightly CRM.
  • Users find the limited customization of Insightly CRM frustrating, particularly regarding reporting and interface design.
  • Users express frustration over limited features in Insightly CRM, impacting usability and increasing costs for advanced options.
  • Users struggle with incomplete information, facing challenges in documentation and report generation that hinder usability.
  • Users find the time-consuming setup process of Insightly CRM challenging, requiring significant investment to become useful.

What Are Recent G2 Reviews of Insightly CRM?

AllClients

The #1 Client Management and Marketing Automation System for very small businesses.

Average Rating: 4.5/5.0

Total Reviews: 42

How Do G2 Users Rate AllClients?

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

Who Is the Company Behind AllClients?

  • Seller: AllClients
  • Year Founded: 2004
  • HQ Location: Sparks, Nevada
  • Twitter: @allclients
    318 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Insurance
  • Company Size: 66% Small, 25% Medium

What Do G2 Reviewers Say About AllClients?

AI-generated summary from verified user reviews

Pros
  • Users find AllClients very easy to use, appreciating its quick data processing and excellent customer support.
  • Users commend the friendly and responsive customer support of AllClients, enhancing their overall experience with the platform.
  • Users love the easy-to-use email marketing tools of AllClients, simplifying client communication and task management.
  • Users love the simplicity of AllClients, finding it intuitive and easy to customize for their business needs.
  • Users highlight the affordability of AllClients, making it ideal for small businesses seeking budget-friendly CRM solutions.
Cons
  • Users find integration issues significant, desiring more third-party app connections and improved reporting features.
  • Users find the limited features of AllClients restrict their potential and desire more customization and integrations.
  • Users find AllClients has limited integrations and wish for more modern features and reporting capabilities.
  • Users find the trial duration too short, wishing for a longer period to assess AllClients' features.
  • Users feel that AllClients lacks integrations and modern features, affecting their overall experience and reporting capabilities.

What Are Recent G2 Reviews of AllClients?

What Are G2 Users Discussing About AllClients?

aCloud CRM

aCloud CRM is a cloud based customer relationship management tool that allow user to leverage customer data to improve relations and accelerate sales cycles; anywhere, anytime, offering accurate pipeline and order forecasting to visualise KPIs, the ability to equip sales team with campaign and opportunity insights, empower customers with straightforward self-service and keep in touch while on the move with a dedicated mobile app.

Average Rating: 4.4/5.0

Total Reviews: 11

How Do G2 Users Rate aCloud CRM?

  • Workflow Capability: 9.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind aCloud CRM?

  • Seller: The Access Group
  • Year Founded: 1991
  • HQ Location: Loughborough, Leicestershire
  • Twitter: @theaccessgroup
    4,212 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    7,358 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 82% Medium, 18% Large

What Are Recent G2 Reviews of aCloud CRM?

What Are G2 Users Discussing About aCloud CRM?

Agiled

Agiled is a business and work management platform which helps users manage their business in one place. Agiled offers CRM, HRM, Financial Management, Projects and Task Management, Contracts and Professional Proposals. Agiled comes with many native Integrations along with Zapier Integration, Integromate Integration, API and Custom Webhooks. With Agiled businesses can stop switching between tools and manage their business in one integrated place.

Average Rating: 4.7/5.0

Total Reviews: 372

How Do G2 Users Rate Agiled?

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

Who Is the Company Behind Agiled?

  • Seller: ZTABS
  • Year Founded: 2015
  • HQ Location: Houston, Texas
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 94% Small, 1% Medium

What Do G2 Reviewers Say About Agiled?

AI-generated summary from verified user reviews

Pros
  • Users commend Agiled for its comprehensive project management capabilities, providing seamless tools for efficient project handling.
  • Users value the awesome customer support of Agiled, appreciating timely responses and effective communication for their business needs.
  • Users value the intuitive interface of Agiled, allowing for seamless navigation and efficient project management.
  • Users value the efficiency of Agiled, appreciating its fast performance and effective project management capabilities.
  • Users appreciate the flexibility of Agiled, enjoying seamless integrations and adaptability for diverse business needs.
Cons
  • Users find Agiled's features limited, particularly for managing physical products and note-taking capabilities.
  • Users find the missing essential features in Agiled, such as Polish language support and project management tools, frustrating.
  • Users find Agiled's interface not intuitive, lacking essential features for project management and task organization.
  • Users report encountering bugs in Agiled that disrupt their experience, although hope for future improvements remains.
  • Users feel the complexity of Agiled's UX/UI hinders usability, suggesting improvements for better functionality.

What Are Recent G2 Reviews of Agiled?

What Are G2 Users Discussing About Agiled?

vcita

vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all.

Average Rating: 4.5/5.0

Total Reviews: 81

How Do G2 Users Rate vcita?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind vcita?

  • Seller: vcita
  • Year Founded: 2010
  • HQ Location: St. Petersburg Florida
  • Twitter: @vCita
    1,739 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    139 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Alternative Medicine
  • Company Size: 85% Small, 15% Medium

What Do G2 Reviewers Say About vcita?

AI-generated summary from verified user reviews

Pros
  • Users find vcita's ease of use exceptional, benefiting from seamless integrations and automated features that enhance productivity.
  • Users love the automated reminders and bookings, making client management seamless and efficient for their businesses.
  • Users commend the exceptional customer support from vcita, providing quick assistance and helpful solutions for their needs.
  • Users appreciate the seamless integration capabilities of vcita, enhancing client interaction and streamlining business management.
  • Users value the seamless integration options of vcita, enhancing client interaction and streamlining business operations.
Cons
  • Users face integration issues with vcita, particularly with Google Calendar syncing and availability inaccuracies.
  • Users express frustration over missing features like partial refunds, limited uploads, and costly adjustments to templates.
  • Users find vcita expensive, facing additional costs for basic adjustments and limitations on document uploads.
  • Users find the lack of integration with other services frustrating, leading to disjointed workflows and inefficiencies.
  • Users report linking issues with vcita, resulting in syncing problems and miscommunication with other platforms.

What Are Recent G2 Reviews of vcita?

What Are G2 Users Discussing About vcita?

OroCommerce

OroCommerce is a leading AI-enabled B2B eCommerce platform purpose-built to meet the complex needs of manufacturers and distributors. It unifies eCommerce, CRM, CPQ, CMS, DAM, Marketplace, and AI productivity capabilities into a single, cost-efficient solution, covered under one license, with no additional fees for adding websites, warehouses, organizations, or locations. Every essential B2B feature is delivered natively out of the box: corporate account hierarchies for both buyers and sellers, personalized B2B customer portals, CPQ functionality, support for multiple units of measurement, a powerful rule-based pricing engine, automated workflows, and built-in AI tools designed specifically for B2B use cases. The AI capabilities provide immediate operational gains, automating routine tasks, improving data quality, and enabling teams to make better-informed decisions from day one. OroCommerce is built for secure AI adoption at scale. Its structured data model, granular roles and permissions, and workflow controls create guardrails that allow organizations to deploy AI responsibly while maintaining full visibility and control. The platform’s flexible architecture supports the expansion of AI-driven capabilities over time, without compromising security, performance, or compliance. Designed for connectivity and flexibility, OroCommerce includes pre-built integrations with leading CRMs, ERPs, PIMs, and other business-critical systems, ensuring fast implementation and minimal IT overhead. At the same time, it avoids vendor lock-in by giving you the freedom to connect with any external system of your choice. A comprehensive set of front-end and back-end APIs supports deep customization while keeping complexity manageable. By consolidating multiple tools into one powerful platform, OroCommerce streamlines IT infrastructure, shortens time to market, and maximizes ROI through its one platform, one license model. Merchants gain true differentiation power through a flexible architecture that adapts to their unique processes while providing a secure foundation for long-term innovation. Best suited for mid-sized to large manufacturers and distributors in North America and EMEA, OroCommerce is ideal for businesses that: - Grow through acquisition and manage multiple brands under one roof. - Operate across diverse locations and markets. - Rely on complex, personalized sales processes and approval workflows. Recognized by industry analysts and trusted by over 150 B2B enterprise customers, OroCommerce continues to lead the market: - Recognized by Gartner in “Magic Quadrant for Digital Commerce” for five consecutive years. - Leader in IDC MarketScape’s B2B Digital Commerce for Midmarket Growth. Founded by seasoned eCommerce leaders Yoav Kutner, Dima Soroka, Jary Carter, and Roy Rubin, OroCommerce is more than a commerce platform. It is a secure, enterprise-grade foundation for organizations that want to operationalize AI, support complex selling models, and scale with confidence in an increasingly digital B2B landscape.

Average Rating: 4.3/5.0

Total Reviews: 33

How Do G2 Users Rate OroCommerce?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind OroCommerce?

  • Seller: Oro, Inc
  • Year Founded: 2012
  • HQ Location: Los Angeles, CA
  • Twitter: @OroCommerce
    2,807 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    122 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 46% Medium, 46% Small

What Do G2 Reviewers Say About OroCommerce?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the thoughtful B2B design of OroCommerce, highlighting its flexibility and robust feature set.
  • Users appreciate the excellent customer service from OroCommerce, with helpful support and valuable documentation always available.
  • Users appreciate the reliable customer support from OroCommerce, ensuring help and documentation are always accessible.
  • Users value the customizability of OroCommerce, appreciating its flexibility for B2B integrations and tailored solutions.
  • Users love the intuitive interface of OroCommerce, facilitating smooth operations and real business process alignment.
Cons
  • Users find the learning curve steep for new users, complicating initial setup despite rewarding functionality afterward.
  • Users find the limited customization of OroCommerce challenging, which impacts the onboarding process for new users.
  • Users note that the onboarding process can be challenging, particularly for non-technical teams due to the steep learning curve.

What Are Recent G2 Reviews of OroCommerce?

What Are G2 Users Discussing About OroCommerce?

VipeCloud

You won’t win if your teams aren’t using your tools. VipeCloud’s Customer Acquisition Solution is actually used and enjoyed by teams growing their businesses. ► We auto-capture data where possible, minimize manual entry for salespeople, and are still able to provide sales management with the data they need. ► VipeCloud is intuitive to use, migration is made simple, and training / customer success is the core of our culture. ► We pulled a wide variety of capabilities together so your team only has one system to learn, and one system for data to move through the entire funnel. If your your team isn’t using what you’ve got, or you are considering marketing and sales software for the first time, VipeCloud will help you win. sales@vipecloud.com / (650) 308-8473 / or schedule a meeting at calendly.com/adamvipe/30min

Average Rating: 4.7/5.0

Total Reviews: 30

How Do G2 Users Rate VipeCloud?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.0/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind VipeCloud?

  • Seller: VipeCloud
  • Year Founded: 2011
  • HQ Location: Palo Alto, CA
  • Twitter: @VipeCloud
    228 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Staffing and Recruiting
  • Company Size: 97% Small, 3% Medium

What Are Recent G2 Reviews of VipeCloud?

What Are G2 Users Discussing About VipeCloud?

20NINE

20NINE is the super app for small businesses. 20NINE includes modules for clients, sales, prospecting, communication, document management, e-signing, recruitment, CV/consultant management! 20NINE also easily connects to common tools like Office365, Google Workspace, LinkedIn, Wordpress, Fortnox, Dropbox, Mailchimp, MS Teams. Whether you focus on client management, prospecting, sales, communication logging, quotes agreements, digital signatures or invoicing 20NINE makes your information available in real time across your different internal functions. With an easy onboarding (eLearning: online instructions, videos and free webinars), you as a new user or company get going quickly. New users are usually up and running within 30 minutes, and based on our modules, you can connect to, for example, Office365, Google Workspace, Microsoft Teams, LinkedIn, Fortnox ( accounting & ERP systems), document templates, e-Signing, Wordpress or other important functions for your unique needs. Test us for free for 14 days to see how we can make a difference for you! For more information, visit us online to see how you and your company can become independent of the office, get better calrity informed and more focused in your relationship with, for example, customers, partners, resellers, members and in the communication between your company and your different networks.

Average Rating: 4.8/5.0

Total Reviews: 18

How Do G2 Users Rate 20NINE?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.6/10 (Category avg: 8.7/10)

Who Is the Company Behind 20NINE?

  • Seller: 20NINE
  • Year Founded: 2014
  • HQ Location: Stockholm, Sweden
  • Twitter: @20NINETECH
    933 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 68% Small, 21% Medium

What Are Recent G2 Reviews of 20NINE?

What Are G2 Users Discussing About 20NINE?

FluentCRM

FluentCRM is an Email Marketing Automation and CRM Plugin for WordPress. It offers features like lead capturing, contact storing, contact segmentation, email marketing, and marketing automation with granular reporting and analytics.

Average Rating: 4.6/5.0

Total Reviews: 20

How Do G2 Users Rate FluentCRM?

  • 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: 8.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind FluentCRM?

  • Seller: Fluentsoft
  • Year Founded: 2007
  • HQ Location: Sunnyvale, US
  • Twitter: @fluentsoftinc
    105 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 80% Small, 10% Large

What Do G2 Reviewers Say About FluentCRM?

AI-generated summary from verified user reviews

Cons
  • Users experience email issues with FluentCRM, including lack of autosave, complicating their workflow and causing frustration.
  • Users find the limited features of FluentCRM frustrating, particularly the lack of autosave and unclear user experience.
  • Users find FluentCRM not intuitive, leading to confusion and frustrating experiences with features like the email editor.
  • Users face saving issues with FluentCRM, often losing work due to the absence of an autosave feature.

What Are Recent G2 Reviews of FluentCRM?

What Are G2 Users Discussing About FluentCRM?

Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle:

Marketing - Create targeted lists of contacts, build & deliver email campaigns, and track analytics.
Sales - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting.
Help Desk - A powerful ticketing system with email integration, web portal, and time tracking.
Project Management - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent.
Field Service - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing.
Quoting & Billing - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities.
Order Management - Turn quotes into orders, track inventory & shipments, and bill the customer for your product.
Procurement & Supply Chain - Manage your vendors, track purchase orders & invoicing, and manage inventory.

Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: Affordability, Flexibility, and Capability. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business.

Average Rating: 4.4/5.0

Total Reviews: 219

How Do G2 Users Rate Apptivo?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Apptivo?

  • Seller: Apptivo
  • Year Founded: 2009
  • HQ Location: Fremont, California
  • Twitter: @Apptivo
    5,946 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    225 employees on LinkedIn®
  • Phone: +1 (855) 345-2777

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Marketing and Advertising, Construction
  • Company Size: 81% Small, 14% Medium

What Do G2 Reviewers Say About Apptivo?

AI-generated summary from verified user reviews

Pros
  • Users value the responsive and personalized customer support offered by Apptivo, enhancing their overall experience with the tool.
  • Users value the exceptional IT support from Apptivo, noting quick responses and effective problem-solving.
  • Users appreciate the ease of use of Apptivo, highlighting its user-friendly design and intuitive navigation.
  • Users value the easy customization options in Apptivo, enhancing their ability to tailor the application to their needs.
  • Users value the high customizability of Apptivo, enabling personalized solutions that fit their business needs easily.
Cons
  • Users find the learning curve steep, requiring time to master features and navigate module differences effectively.
  • Users find the missing features in Apptivo's mobile app hinder its functionality compared to the desktop version.
  • Users highlight the limited features of Apptivo, particularly in the mobile app compared to the desktop version.
  • Users face integration issues with Apptivo, leading to confusion and complications in their workflow processes.
  • Users find that improvement is needed in deduplication, documentation, and integration consistency across Apptivo modules.

What Are Recent G2 Reviews of Apptivo?

What Are G2 Users Discussing About Apptivo?

Cinode

Cinode is the AI-powered operating platform for consulting firms — the single system that connects skills, sales, and resource planning to supercharge growth. Founded in 2010, Cinode was built specifically for the consulting industry to solve its most fundamental questions: Who knows what? Who’s available? What can we sell? and How do we win more business — faster and smarter? From first client contact to staffing, delivery, and long-term growth, Cinode gives consultancy leaders real-time insights that drive better decisions and measurable results. With intuitive skills management, instant CV creation, advanced utilization planning, and AI-driven matching — all in one platform — teams work with clarity, speed, and confidence. A Platform Built for the Future of Consulting Cinode brings together the core building blocks of a modern consultancy: • Skills & Competence Management – Map every skill, identify gaps, and unlock the full value of your collective expertise. • Professional CV & Profiles – Create tailored, high-quality consultant profiles in seconds to win more deals. • Resource Planning & Matching – Maximize utilization with intelligent planning and precision matching. • Sales & Delivery Integration – Connect pipeline and delivery to shorten sales cycles and reduce friction. • Partners & Subcontractors – Scale delivery through collaboration with external consultants and partners. • AI-Driven Automation – Automate intake, matching, insights, and actions with AI, including MCP Server and AI chat directly on your Cinode data. A Growing Global Network Cinode is not just a platform — it’s an ecosystem. Today, Cinode connects a network of over 10,000 consulting firms, enabling collaboration, partner sourcing, and access to a broader pool of skills when demand peaks. Why Cinode Consulting firms use Cinode to: • respond to client requests in minutes instead of days, • improve utilization and profitability, • engage consultants with better matching and transparency, and • scale their business with data-driven confidence. Headquartered in Stockholm, Cinode is trusted by consulting firms across Europe and beyond — helping tens of thousands of consultants match the right skills to the right assignments, every day.

Average Rating: 4.6/5.0

Total Reviews: 163

How Do G2 Users Rate Cinode?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Cinode?

  • Seller: Cinode
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Stockholm, Sweden
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Consulting, Information Technology and Services
  • Company Size: 43% Small, 42% Medium

What Do G2 Reviewers Say About Cinode?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of Cinode, simplifying project management and streamlining CV creation effortlessly.
  • Users commend Cinode for its comprehensive features, enhancing efficiency in matching consultants with assignments and opportunities.
  • Users appreciate the easy creation of projects and CVs, streamlining workflows and enhancing efficiency in project management.
  • Users find Cinode incredibly helpful, simplifying profile updates and enhancing productivity with its intuitive features and AI support.
  • Users appreciate the efficient competence management in Cinode, enabling quick access to tailored consultant profiles and skills.
Cons
  • Users find learning difficulties with Cinode, noting it requires significant time to navigate and master the platform.
  • Users find the learning curve steep with Cinode, requiring time and effort to master its features effectively.
  • Users find managing skills in Cinode time-consuming due to difficulties with duplicates and updating resumes efficiently.
  • Users find the navigation difficulty in Cinode challenging due to a non-intuitive interface and lengthy adaptation period.
  • Users find Cinode to be not intuitive, requiring significant time to master its interface and features.

What Are Recent G2 Reviews of Cinode?

What Are G2 Users Discussing About Cinode?

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