Best CRM Software - Page 6

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,615

Category Stats (Sep 2026)

  • Average Rating: 4.4/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SalesSeek (+25.91%) - Among all products in this category, SalesSeek recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 122,800+ Authentic Reviews
  • 1,615+ 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: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Bigin by Zoho CRM, Close, and ActiveCampaign.

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

VBOUT

VBOUT is an AI-enabled marketing platform that helps small teams create big businesses. VBOUT is trusted by 1000’s of businesses worldwide to automate and centralize their marketing while delivering engaging, personalized experiences to their audiences. Agencies and partners use VBOUT directly or through a white label setup to build custom plans, manage sub-accounts and share assets from one client account to many. With VBOUT, you can: - Boost productivity, deliver personalized content, and increase ROI using AI-powered features. - Streamline interactions with a multi-channel AI chatbot. - Manage all your social media from one place. - Engage with your customers by creating and sending winning email campaigns. - Design stunning, personalized and dynamic landing pages with no coding. - Create automations with an intuitive visual builder. - Nurture leads from click to close - and beyond. - Grow and maintain your audience lists easily. - Track and analyze all your marketing activities on a customizable dashboard. The platform has AI-powered features, AI chatbot, easy drag-and-drop landing pages and forms, an intuitive visual automation builder, social media management, email marketing tools and a growing library of pre-built templates for a broad range of marketing campaigns. In-depth, native analytics and lead tracking provide marketers a full view of their pipeline, list engagement and campaign performance. Growing businesses and agencies trust VBOUT’s flexible platform and award-winning, free premium support to help them attract the right customers, convert more visitors into customers, and run complete marketing campaigns in one easy-to-use platform.

Average Rating: 4.7/5.0

Total Reviews: 259

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How Do G2 Users Rate VBOUT?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind VBOUT?

  • Seller: Vbout Inc.
  • Year Founded: 2013
  • HQ Location: New York, NY
  • Twitter: @vboutcom
    1,782 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 89% Small, 10% Medium

What Do G2 Reviewers Say About VBOUT?

AI-generated summary from verified user reviews

Pros
  • Users value the quick and easy creation of landing pages and email sequences, enhancing their overall marketing experience.
  • Users value the automation efficiency of VBOUT, simplifying the sales funnel with consistent updates and improvements.
  • Users appreciate the top-notch customer support of VBOUT, enhancing their overall marketing experience and satisfaction.
  • Users praise the ease of use in creating landing pages and email sequences efficiently with VBOUT.
  • Users highlight the easy creation of landing pages and email sequences with VBOUT, enhancing their productivity.
Cons
  • Users find the email sending caps restrictive, limiting their ability to run large campaigns effectively.
  • Users find the email sending caps limiting, hindering large campaign efforts compared to other market options.
  • Users find the complexity of usage in VBOUT can be challenging, especially for less experienced designers.
  • Users find the email sending caps restrictive, hindering effective large campaign executions compared to other market options.
  • Users find the email sending caps inefficient, hindering large campaign efforts compared to other market options.

What Are Recent G2 Reviews of VBOUT?

What Are G2 Users Discussing About VBOUT?

Planfix

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. Flexible access settings allow users to view only the information they need to remain productive at work, while managers can view the entire business process. No programming is needed to configure and control various business processes within a company. The platform offers a wide range of powerful features, including project management, client accounting, task management, online Gantt charts, email integration, calendars, event chronicles in real time, analytics and reporting, connecting external users, linking accounts, and much more. Whether you’re a newbie or a tech-savvy user, Planfix will be a perfect fit. Experienced users will find features in Planfix that aren’t available in other services and systems. These features include extensive customization, advanced automation of complex business processes, and flexible project building. Alternatively, ready-to-use configurations and automated procedures facilitate onboarding and implementation. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

Average Rating: 4.6/5.0

Total Reviews: 18

How Do G2 Users Rate Planfix?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.9/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Planfix?

  • Seller: Planfix
  • Year Founded: 2019
  • HQ Location: San Diego, US
  • Twitter: @planfix
    51 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 74% Small, 37% Medium

What Do G2 Reviewers Say About Planfix?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the flexibility of Planfix, allowing easy configuration without needing developer assistance.

What Are Recent G2 Reviews of Planfix?

Coevera

Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.

Average Rating: 4.6/5.0

Total Reviews: 445

How Do G2 Users Rate Coevera?

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

Who Is the Company Behind Coevera?

  • Seller: Pipelinersales Inc.
  • Company Website:
  • Year Founded: 2007
  • HQ Location: Los Angeles, CA
  • LinkedIn® Page: www.linkedin.com
    111 employees on LinkedIn®
  • Phone: (888) 843-6699

Who Uses This Product?

  • Who Uses This: Director, Business Development Manager
  • 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?

Striven

Your business at its best. Striven is an all-in-one business management software with everything you need to grow revenue, work efficiently, and improve operations. Striven is a complete software solution—we’ve combined all the core features you need for accounting, sales, projects, management, and reporting into one simple system. Simplify, Unify, Thrive. With Striven, you’ll never need separate and unconnected software applications again. Finally, you can run your entire business from anywhere, on any device.

Average Rating: 4.5/5.0

Total Reviews: 102

How Do G2 Users Rate Striven?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Striven?

  • Seller: Miles IT
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Tampa, Florida
  • Twitter: @SoftwareStriven
    3,461 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Construction
  • Company Size: 75% Small, 27% Medium

What Do G2 Reviewers Say About Striven?

AI-generated summary from verified user reviews

Pros
  • Users value the excellent customer service from Striven's onboarding team, who are knowledgeable and always ready to help.
  • Users value the quick and helpful customer support from Striven, enhancing their overall experience and efficiency.
  • Users appreciate the ease of use of Striven, enjoying seamless integration and smooth navigation across various functions.
  • Users appreciate the user-friendly web-based app of Striven, ensuring easy access and efficient management of multiple operations.
  • Users value how Striven meets diverse operational needs with an all-in-one system for various business processes.
Cons
  • Users feel that Striven requires improvement in its interface and functionality, which can be overwhelming and complex to navigate.
  • Users are frustrated with Striven's missing features, particularly in reporting and mobile functionality effectiveness.
  • Users face feature limitations in Striven, struggling with inflexible reporting, functionality gaps, and inadequate cost tracking.
  • Users report functionality issues with Striven, citing a lack of intuitiveness and major gaps in mobile app performance.
  • Users experience a steep learning curve initially due to Striven's extensive features, making setup time-consuming.

What Are Recent G2 Reviews of Striven?

What Are G2 Users Discussing About Striven?

ELMA365

ELMA365 is a low-code BPM platform that helps businesses accelerate digital transformation and innovate faster. With ELMA365 you can deliver enterprise-grade apps and automate processes with little to no coding. ELMA365 integrated applications cover all your business needs: • Lead and Sales Management; • Content and Document Management; • Compliance Management; • HR Services; • Customer Service Management and more. The Business Process Management app allows non-technical users to effortlessly create even the most complex business processes. Drag-and-drop process designer provides simplicity for modelling and accelerates the implementation of changes. Built-in monitoring tools help find bottlenecks and improve overall company’s performance. The Lead and Sales Management app introduces a holistic approach to customer relationships management and sales. The whole process is automated and managed from the lead acquisition to closed deal, including processing of documentation and post-sale service. The Content and Document Management app facilitates document management and electronic data exchange, all powered by a BPM engine. The Compliance Management solution lets your business stay compliant with standards and regulations without wasting effort on custom enterprise application development.

Average Rating: 4.5/5.0

Total Reviews: 31

How Do G2 Users Rate ELMA365?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind ELMA365?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 83% Medium, 11% Small

What Are Recent G2 Reviews of ELMA365?

What Are G2 Users Discussing About ELMA365?

Orgzit

Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application.

Average Rating: 4.8/5.0

Total Reviews: 43

How Do G2 Users Rate Orgzit?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Orgzit?

  • Seller: Orgzit
  • Year Founded: 2016
  • HQ Location: San Jose, California
  • Twitter: @Orgzit
    218 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Logistics and Supply Chain
  • Company Size: 57% Medium, 32% Small

What Do G2 Reviewers Say About Orgzit?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of Orgzit, appreciating its flexibility and quick configuration options for their needs.
  • Users appreciate Orgzit for its flexibility and seamless customization, enhancing collaboration and optimizing business processes effectively.
  • Users value Orgzit for its data organization and collaboration features, enhancing efficiency and accessibility across teams.
  • Users love Orgzit’s flexibility, enabling easy customization to meet specific business needs without coding efforts.
  • Users value Orgzit for its efficient collaboration and flexibility, streamlining business processes and enhancing productivity.
Cons
  • Users highlight connectivity issues with Orgzit, suggesting improvements for better integration with conventional databases like SQL.
  • Users find the user interface design challenging, suggesting a need for improvements to enhance usability.
  • Users feel the user interface could be improved in Orgzit for a better overall experience.
  • Users feel the need for incomplete information in reports and suggest improvements to the user interface.
  • Users note that the integration with conventional databases like SQL could be improved for better functionality.

What Are Recent G2 Reviews of Orgzit?

What Are G2 Users Discussing About Orgzit?

CompanyHub CRM

Along with general CRM features like contact management, sales pipeline management, quotes and product management CompanyHub is very powerful with following aspects of CRMs. Customizable for different industries Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table / field. Powerful Reporting You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables. Strong Email Automation Sales people spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC / copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a gmail plugin to track any mail sent from gmail. Minimize efforts on feeding data in CRM Sales people hate updating CRMs. And its not their mistake. CRMs are time consuming. CompanyHub lets them do everything from one place - like excel. From a single page, you can create records, add notes, conversations & tasks, edit fields, and send followup mails. Email sync & bulk mail also save lot of time. Control who can see what data Lead information is a very important asset of company. Even within the team, they prefer to regulate who can see what data. CompanyHub gives complete control on who can see which records, and even which fields. It supports hierarchy based as well as rule based access control. Even if two sales persons are seeing same page / report, they will see different data based on what is visible to them. So CompanyHub is very adaptive and easily accommodate your daily business routine without changing your process.

Average Rating: 4.7/5.0

Total Reviews: 45

How Do G2 Users Rate CompanyHub CRM?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.4/10 (Category avg: 8.6/10)

Who Is the Company Behind CompanyHub CRM?

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 89% Small, 9% Large

What Do G2 Reviewers Say About CompanyHub CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use in CompanyHub CRM, making follow-ups and deal management effortless.
  • Users appreciate the simple UI and effective follow-up highlighting, enhancing deal management without unnecessary complexity.
  • Users appreciate the organization efficiency of CompanyHub CRM, streamlining follow-ups and deal sentiment management effectively.
  • Users appreciate the simple and intuitive UI of CompanyHub CRM, making follow-ups effortless and effective.
Cons
  • Users find the learning curve steep, citing a novice feel despite ease of navigation and prioritization for AEs.
  • Users feel the interface is not intuitive, presenting a novice feel despite its ease of navigation and prioritization.

What Are Recent G2 Reviews of CompanyHub CRM?

What Are G2 Users Discussing About CompanyHub CRM?

CRM.me

CRM.me is a cloud-based customer relationship management (CRM) platform designed to streamline marketing, sales, and project management processes. By integrating gamification elements such as points, badges, and leaderboards, CRM.me enhances user engagement and productivity, transforming routine tasks into motivating challenges. This approach fosters a competitive environment that drives team performance and accelerates business growth. Key Features and Functionality: - Marketing Automation: Facilitates the creation and management of email campaigns, autoresponders, and lead capture forms, enabling targeted outreach and efficient lead nurturing. - Sales Management: Offers tools for lead tracking, opportunity management, and customizable dashboards, providing a comprehensive view of the sales pipeline and aiding in informed decision-making. - Project Management: Includes features like task assignment, progress tracking, and collaboration tools, ensuring teams stay organized and meet project milestones effectively. - Gamification: Incorporates elements such as leaderboards, badges, and rewards to motivate users, enhance engagement, and promote a culture of achievement within teams. - Integrations: Seamlessly connects with platforms like Google, Outlook, and Exchange, allowing for efficient synchronization of emails, contacts, and meetings. - Reporting and Analytics: Provides advanced reporting tools to visualize data, analyze results, and generate insights that inform strategic decisions. Primary Value and User Solutions: CRM.me addresses common challenges in CRM adoption, such as low user engagement and complex interfaces, by offering an intuitive platform enriched with gamification. This not only makes the CRM experience more enjoyable but also encourages consistent use, leading to more accurate data and improved customer relationships. By consolidating marketing, sales, and project management functionalities into a single platform, CRM.me eliminates the need for multiple disparate tools, thereby enhancing operational efficiency and reducing costs. Its customizable features and scalable pricing plans make it suitable for businesses of various sizes, ensuring that organizations can tailor the platform to meet their specific needs and grow alongside their evolving requirements.

Average Rating: 4.5/5.0

Total Reviews: 34

How Do G2 Users Rate CRM.me?

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

Who Is the Company Behind CRM.me?

  • Seller: VeerOne
  • Year Founded: 2020
  • HQ Location: Kwun Tong, Hong Kong
  • LinkedIn® Page: www.linkedin.com
    65 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 46% Small, 29% Medium

What Do G2 Reviewers Say About CRM.me?

AI-generated summary from verified user reviews

Pros
  • Users find CRM.me to be extremely easy to use, enhancing their experience with its intuitive design and features.
  • Users love the intuitive interface of CRM.me, which simplifies staff training and enhances access to patient information.
  • Users find CRM.me simple and direct, making it easy to use and enjoy for their needs.
  • Users appreciate the workflow automation in CRM.me, enhancing their productivity and managing sales pipelines effectively.
  • Users appreciate the workflow automation in CRM.me, enhancing their sales and small-business pipeline management.
Cons
  • Users find the difficult usability of the mobile app challenging, especially when viewing detailed patient charts.
  • Users find the setup process overly fiddly, making it a challenge for those needing quick integration and usability.
  • Users find the cumbersome email management in CRM.me frustrating, leading to inefficient workflows and time consumption.
  • Users struggle with integration issues, finding the setup process tedious and lacking seamless connections to essential tools.
  • Users find the lack of integrations with popular tools frustrating, leading to unnecessary manual work and inefficiency.

What Are Recent G2 Reviews of CRM.me?

What Are G2 Users Discussing About CRM.me?

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: 247

How Do G2 Users Rate Ontraport?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.1/10 (Category avg: 8.6/10)

Who Is the Company Behind Ontraport?

  • Seller: Ontraport
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Covina, CA
  • Twitter: @Ontraport
    12,056 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    90 employees on LinkedIn®

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?

djaboo

Djaboo is an excellent, smart customer relationship manager that improves your business productivity. You can manage your projects, your clients, your freelance team, your payments, and automatically generate your contracts and invoices easily in one place. Djaboo gives you quick and easy access to the functions you need to develop your business. It includes everything you need to manage your business efficiently and peacefully. Your turn ! Essential features for your productivity Automatic reports of time sheets and income/expenses. The automatic calculation of your charges. The management of the transition to different levels of your VAT. Real-time quote management. Sales Pipelines Contracts are generated automatically from customer information. Essential features for project management Managing your simple and complex tasks with setting reminders. An integrated chat allowing you to discuss projects with your collaborators involved. Planning of tasks and activities via calendars, timelines, time trackers and Gantt charts, Kanban or lists. The management of documents, spreadsheets as well as knowledge bases in order to share them with your collaborators. Essential features for customer management Adding customers or bulk importing your existing customers. Team management by specifying their roles and access to the application and also a view of everyone's leave, attendance and activities. The shop allowing you to offer predefined service packages. Automatic invoicing that is done by our intuitive editor. Full customization of your application Possibility to choose the view: list view, table view, calendar view and much more. Add your logo, customize colors and add your desired backgrounds. Customize your digital workspace you will be able to: Choose the different features you want to use. Change colors to make tasks more identifiable. Use different statuses to categorize tasks and gain efficiency.

Average Rating: 5.0/5.0

Total Reviews: 10

How Do G2 Users Rate djaboo?

  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind djaboo?

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Marketing and Advertising
  • Company Size: 60% Small, 30% Medium

What Do G2 Reviewers Say About djaboo?

AI-generated summary from verified user reviews

Pros
  • Users praise Djaboo for its user-friendly design, enabling quick onboarding and seamless usage without overwhelming complexity.
  • Users love the ease of use of Djaboo, simplifying client management and enhancing team collaboration effortlessly.
  • Users love the intuitive interface of DJABOO, making it easy for teams to organize and manage workflows seamlessly.
  • Users value Djaboo for its efficient task management that simplifies client handling and streamlines communication.
  • Users value the easy customization of DJABOO, which simplifies client management and streamlines project handling.
Cons
  • Users note some integration issues, expressing a desire for more options but not finding it crucial.

What Are Recent G2 Reviews of djaboo?

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: 4.2/5.0

Total Reviews: 56

How Do G2 Users Rate Teamwork CRM?

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

Who Is the Company Behind Teamwork CRM?

  • Seller: Teamwork
  • Year Founded: 2007
  • HQ Location: Cork
  • Twitter: @teamwork
    1 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    549 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 54% 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?

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/

View this exclusive G2 deal

How Do G2 Users Rate Formaloo?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Formaloo?

  • Seller: Formaloo
  • Year Founded: 2020
  • HQ Location: Toronto, CA
  • Twitter: @formaloo
    670 Twitter followers
  • 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 appreciate the design flexibility of Formaloo, allowing for brand-consistent, easy-to-build forms quickly.
  • Users find Formaloo's setup to be easy and straightforward, making implementation seamless for their projects.
  • Users appreciate the ease of use and flexibility of Formaloo, enabling the creation of complex forms effortlessly.
Cons
  • Users feel the lack of a native MCP out of the box complicates their workflow and feature utilization.
  • 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.
  • 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.

What Are Recent G2 Reviews of Formaloo?

What Are G2 Users Discussing About Formaloo?

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: 8.9/10)
  • Workflow Capability: 7.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.8/10 (Category avg: 8.6/10)

Who Is the Company Behind Sugar Sell?

  • Seller: SugarAI
  • 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: Marketing Manager, Sales Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 50% Medium, 36% 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 appreciate the user-friendly interface of Sugar Sell, making the selling process quick and intuitive.
  • Users value the easy setup of Sugar Sell, allowing quick onboarding and smooth, efficient sales processes.
  • Users value the easy customization of Sugar Sell, crucial for tailoring CRM to unique business needs and processes.
  • Users value the time efficiency of Sugar Sell, which simplifies workflows and improves productivity through automation.
Cons
  • Users experience integration issues with Sugar Sell, struggling to connect niche tools without extensive API tweaking.
  • Users face a challenging learning curve with Sugar Sell, particularly due to its complex interface and functionalities.
  • Users feel the limited customization options hinder deeper analytics and advanced features needed for complex workflows.
  • Users find Sugar Sell not intuitive, leading to difficulties with functionalities like dashboard creation and overall usability.
  • Users find the constant bugs and glitches in Sugar Sell frustrating, disrupting workflow and requiring additional resources to fix.

What Are Recent G2 Reviews of Sugar Sell?

What Are G2 Users Discussing About Sugar Sell?

ePROMIS ERP

ePROMIS is a leading global enterprise ERP, HCM, CRM and other business management software solution provider to multiple verticals & industries. ePROMIS ERP - The Next-Gen customizable ERP solution empowers you to synchronize all aspects of your business, share data, drive performance, cut costs, and maximize profitability. ePROMIS ERP tackles the entire spectrum of enterprise functionalities, including finance, supply chain, assets, projects, analytics, human resources, customer relations, and planning. This Full-fledged Enterprise solution can be customized according to the nature and organizational structure of the company, resulting an exclusive enterprise solution integrating proven best practices and organization’s best practices. With ePROMIS Solutions, the sky is the limit. Turn your massive data into insights, keep your workforce productive and get things done quickly with the mighty Business Intelligence tools of ePROMIS Enterprise ERP.

Average Rating: 4.9/5.0

Total Reviews: 46

How Do G2 Users Rate ePROMIS ERP?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 8.9/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind ePROMIS ERP?

  • Seller: ePROMIS Solutions
  • Year Founded: 1981
  • HQ Location: Houston, Texas
  • Twitter: @ePROMISGlobal
    1,127 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    96 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: IT Manager
  • Top Industries: Construction
  • Company Size: 63% Large, 40% Medium

What Are Recent G2 Reviews of ePROMIS ERP?

What Are G2 Users Discussing About ePROMIS ERP?

AllClients

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

Average Rating: 4.6/5.0

Total Reviews: 40

How Do G2 Users Rate AllClients?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.6/10)

Who Is the Company Behind AllClients?

  • Seller: AllClients
  • 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: 67% Small, 24% 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?

Julie Jung
JJ
Researched and written by Julie Jung
Updated March 5, 2025