Best CRM Software - Page 4

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 2,835

Category Stats (Nov 2026)

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

Last updated: November 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 130,700+ Authentic Reviews
  • 2,835+ 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)

Knack

Knack is an AI-powered no-code platform for building custom, database-driven applications, internal tools, and portals. Businesses use Knack to create systems that manage data, automate workflows, and support day-to-day operations, all in one place. The platform combines a built-in relational database, AI app builder, customizable forms, and workflow automation. Users can define their data model, create user roles, and control access with granular permissions. Applications can be deployed as internal tools or external portals, and embedded into existing websites. Knack supports a wide range of use cases, including customer and vendor portals, custom CRMs, project and task management systems, inventory tracking, logistics and supply chain tools, membership and volunteer management, and government operations. Teams can start from scratch, from a template, or use AI to build fully custom applications tailored to their processes. Knack's healthcare-specific offering, Knack Health, allows organizations to build secure, HIPAA-compliant applications for patient intake, scheduling, care coordination, and operational workflows. The platform supports role-based permissions, record history logs, and secure data handling for protected health information (PHI), with a signed business associate agreement (BAA) available for covered entities. For more advanced use cases, developers can extend applications using a REST API, custom CSS, and JavaScript. Knack also supports integrations with 500+ third-party tools to fit into existing workflows. Knack is designed for flexibility and scale, making it a fit for SMBs, nonprofits, and enterprise teams that need systems tailored to how their business actually operates.

Average Rating: 4.3/5.0

Total Reviews: 113

How Do G2 Users Rate Knack?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Knack?

  • Seller: Knack
  • Year Founded: 2010
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    89 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Information Technology and Services
  • Company Size: 56% Small, 32% Medium

What Do G2 Reviewers Say About Knack?

AI-generated summary from verified user reviews

Pros
  • Users praise Knack for its ease of use, enabling quick learning and efficient productivity in building database solutions.
  • Users find Knack's interface to be intuitive and user-friendly, enabling quick productivity and efficient app building.
  • Users appreciate the easy setup of Knack, enabling quick productivity through intuitive templates and streamlined building.
  • Users praise Knack's exceptional customer support, highlighting its responsiveness and helpfulness throughout their experience.
  • Users find Knack's ease of learning exceptional, with intuitive interfaces and effective onboarding support for quick mastery.
Cons
  • Users struggle with missing features like search, pagination, and advanced data visualization tools in Knack.
  • Users face feature limitations in Knack, struggling with missing tools for testing, filtering, and advanced data visualization.
  • Users find limited customization in Knack, hindering effective organization and categorization of extensive project pages.
  • Users highlight limited features in Knack, struggling with page organization, testing tools, and dashboard options.
  • Users notice slow performance issues in Knack, though improvements are being made over time with ongoing updates.

What Are Recent G2 Reviews of Knack?

What Are G2 Users Discussing About Knack?

Copper

Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources.

Average Rating: 4.5/5.0

Total Reviews: 1,126

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How Do G2 Users Rate Copper?

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

Who Is the Company Behind Copper?

  • Seller: Copper
  • Company Website:
  • Year Founded: 2012
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    313 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 79% Small, 18% Medium

What Do G2 Reviewers Say About Copper?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use with Copper, seamlessly integrating with Google Workspace for efficient management.
  • Users benefit from the seamless Gmail integration of Copper, enhancing contact management and productivity effortlessly.
  • Users value the seamless integration of Copper with Google Workspace, enhancing productivity and simplifying contact management.
  • Users value Copper's seamless integrations with Google Workspace, enhancing productivity and simplifying task management significantly.
  • Users appreciate the seamless integration of Copper with Google Workspace, enhancing productivity and simplifying contact management.
Cons
  • Users feel that Copper is expensive relative to its limited features and inadequate customer support.
  • Users find the limited features of Copper frustrating, especially compared to other enterprise CRMs.
  • Users find integration issues with Copper, especially lacking options like Google Voice for streamlined communication.
  • Users find the missing features in Copper, especially automation and better customer support, to be frustrating.
  • Users find the limited customization options frustrating, as they hinder usability and flexibility in the product.

What Are Recent G2 Reviews of Copper?

What Are G2 Users Discussing About Copper?

Constant Contact Advanced Automation

Constant Contact Advanced Automation helps you send the right message at the right time. From Social to SMS and email to ecommerce, we deliver tools to help you build deeper relationships with your audience. Our powerful digital marketing platform helps you be more efficient with your marketing so you can focus on your building your business. Engage Your Audience where They are with Multi-Channel Campaigns - Create comprehensive marketing campaigns with just a few clicks. Our Campaign Builder tool will help you launch a multi-channel campaign across email, social, and SMS to help you achieve your goals. Get Started Fast With Pre-Built Automation Templates - Setup your automations quickly with pre-built automation templates to help you send timely SMS and email messages. Easily Manage Your Contacts - Manage customer segments automatically using customer tags. Then, trigger automations based on how customers engage with your businesses. Automate Your Messaging - Deliver timely, relevant content with SMS and email marketing automation using our drag-and-drop Automation Path Builder. Make sure that your audience receives the right message, at the right time: automatically. Learn more at www.constantcontact.com

Average Rating: 4.4/5.0

Total Reviews: 939

How Do G2 Users Rate Constant Contact Advanced Automation?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Constant Contact Advanced Automation?

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 80% Small, 17% Medium

What Do G2 Reviewers Say About Constant Contact Advanced Automation?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Constant Contact Advanced Automation, simplifying workflows and enhancing efficiency.
  • Users value the intuitive automation of Constant Contact, enhancing email marketing efficiency with behavior-based customer journeys.
  • Users appreciate the easy contact management in Constant Contact Advanced Automation, enhancing workflow efficiency for marketing campaigns.
  • Users appreciate the advanced automation features of Constant Contact, streamlining workflows and enhancing email marketing effectiveness.
  • Users love the easy creation process of Constant Contact Advanced Automation, streamlining email campaigns and lead nurturing effortlessly.
Cons
  • Users find the limited customization options in Constant Contact Advanced Automation restrictive for achieving their desired outcomes.
  • Users find the missing features in Constant Contact Advanced Automation limit its effectiveness compared to other platforms.
  • Users find the limited features of Constant Contact Advanced Automation hinder the complexity and effectiveness of their workflows.
  • Users find editing issues in Constant Contact Advanced Automation challenging, complicating workflows and making modifications cumbersome.
  • Users find the interface outdated and complicated, leading to challenges in email creation and report management.

What Are Recent G2 Reviews of Constant Contact Advanced Automation?

What Are G2 Users Discussing About Constant Contact Advanced Automation?

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Teamgate

Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. We pride ourselves on empowering Sales and Sales teams to increase their speed of execution across the entire sales cycle. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential.

Average Rating: 4.6/5.0

Total Reviews: 18

How Do G2 Users Rate Teamgate?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Teamgate?

Who Uses This Product?

  • Company Size: 70% Small, 20% Medium

What Do G2 Reviewers Say About Teamgate?

AI-generated summary from verified user reviews

Pros
  • Customers praise TeamGate for their exceptional and responsive customer support, enhancing user experience and software utilization.
  • Users appreciate the ease of use of TeamGate, enjoying seamless integration and intuitive customer data management.
  • Users value the informative and user-friendly analytics of Teamgate, enhancing their sales strategy effectively.
  • Users value Teamgate for its convenient all-in-one management platform, enhancing operations and customer relationships effectively.
  • Users value the convenience and user-friendliness of Teamgate for seamless customer and sales management.
Cons
  • Users find Teamgate expensive and lacking essential features in business plans, offering less value for smaller companies.
  • Users find the lack of essential features in Teamgate's business plan limits their sales effectiveness for small companies.
  • Users find the missing features in Teamgate's business plan essential, making it challenging for small companies to fully utilize it.
  • Users feel the limited features in the business plan hinder sales effectiveness and may lead to costly alternatives.
  • Users experience visibility issues that prevent accessing essential features for sales in Teamgate's business plan.

What Are Recent G2 Reviews of Teamgate?

Dynamics 365 Sales

Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA).

Average Rating: 3.8/5.0

Total Reviews: 1,465

How Do G2 Users Rate Dynamics 365 Sales?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Dynamics 365 Sales?

  • Seller: Microsoft
  • Year Founded: 1975
  • HQ Location: Redmond, Washington
  • LinkedIn® Page: www.linkedin.com
    232,750 employees on LinkedIn®
  • Ownership: MSFT
  • Phone: +1 (877) 276-2464

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 41% Medium, 31% Small

What Do G2 Reviewers Say About Dynamics 365 Sales?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Dynamics 365 Sales, facilitating smooth access and streamlined workflows within a familiar interface.
  • Users appreciate the seamless integrations of Dynamics 365 Sales, enriching their workflow and enhancing overall productivity.
  • Users appreciate the unified sales process in Dynamics 365 Sales, enhancing efficiency and effectiveness in lead management.
  • Users find Dynamics 365 Sales extremely helpful for enhancing efficiency, streamlining sales processes and automating routine tasks.
  • Users value the excellent customization options in Dynamics 365 Sales, allowing tailored solutions for specific business needs.
Cons
  • Users struggle with a steep learning curve due to the complexity of connecting different modules and customization processes.
  • Users find the complexity in setup and customization of Dynamics 365 Sales to be challenging and time-consuming.
  • Users find the interface to be not intuitive, making navigation and setup more complex than necessary.
  • Users find Dynamics 365 Sales expensive, with hidden costs in licensing and additional features affecting budget management.
  • Users find the limited features challenging, as navigation and user hierarchy can be complex and unintuitive.

What Are Recent G2 Reviews of Dynamics 365 Sales?

What Are G2 Users Discussing About Dynamics 365 Sales?

Ricochet360

Ricochet360 is the All-in-One Auto Dialer, CRM/Lead Management, and Marketing Automation Platform designed for both inbound & outbound agents looking for a competitive advantage by enabling them to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate 95% of their daily workflows.

Average Rating: 4.4/5.0

Total Reviews: 20

How Do G2 Users Rate Ricochet360?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Ricochet360?

Who Uses This Product?

  • Company Size: 59% Medium, 36% Small

What Do G2 Reviewers Say About Ricochet360?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of Ricochet360, making navigation and setup effortlessly efficient for everyone.
  • Users value the easy integration of Ricochet360, allowing seamless connection with lead vendors for enhanced efficiency.
  • Users value the robust lead management system of Ricochet360, enhancing tracking and prioritization to boost conversion rates.
  • Users appreciate the user-friendly interface of Ricochet360, making navigation and feature usage simple and efficient.

What Are Recent G2 Reviews of Ricochet360?

What Are G2 Users Discussing About Ricochet360?

Reevo

Reevo is the AI-native sales platform that runs prospecting, outreach, conversation intelligence, deal management, forecasting, and coaching on the full context of your business. Because every call, email, meeting, and deal update lives in a single memory, Reevo AI has a complete view of every account and can act on it – drafting follow-ups, updating the CRM, and flagging deal risk across the pipeline. Over time it learns how your team actually sells – your stages, signals, and patterns – and gets more accurate about your buyers. That shared memory also carries your team's knowledge, so new sellers ramp with the same account context and institutional know-how your top reps have, instead of rebuilding it from scratch. Layer Reevo over the tools you already use, or run it as your CRM and system of record out of the box. Because it works from one source of truth rather than partial views, your team spends less time on manual updates and makes decisions on the full picture.

Average Rating: 4.9/5.0

Total Reviews: 11

How Do G2 Users Rate Reevo?

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

Who Is the Company Behind Reevo?

  • Seller: Reevo
  • Company Website:
  • Year Founded: 2024
  • HQ Location: Santa Clara, California, United States
  • LinkedIn® Page: www.linkedin.com
    57 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Reevo?

Nimble CRM

Nimble is a relationship-focused CRM for your entire team. With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler. Nimble effortlessly integrates with both Microsoft 365 and Google Workspace, gathering contacts and leads from all your platforms, while our automation tools handle the busy work. Focus on what matters most – growing your business and nurturing relationships, as Nimble streamlines your workflow for maximum productivity.

Average Rating: 4.5/5.0

Total Reviews: 1,062

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How Do G2 Users Rate Nimble CRM?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Nimble CRM?

  • Seller: Nimble
  • Year Founded: 2008
  • HQ Location: Santa Monica, CA
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 75% Small, 17% Medium

What Do G2 Reviewers Say About Nimble CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Nimble CRM extremely user-friendly, making it easy to adapt and implement for small business needs.
  • Users value the easy integrations of Nimble CRM, enhancing their workflow with seamless connectivity to other apps.
  • Users find Nimble CRM incredibly helpful for managing relationships, saving time, and providing exceptional customer support.
  • Users find Nimble CRM intuitive and easy to use, facilitating efficient management of customer information and communication.
  • Users praise the quick and responsive customer support of Nimble CRM, enhancing their overall experience and efficiency.
Cons
  • Users note a lack of advanced email automation features in Nimble CRM, which limits their marketing capabilities.
  • Users find Nimble CRM has limited features, especially regarding integrations and advanced reporting needs for scaling.
  • Users find Nimble CRM expensive, especially with added fees for more features and contact limits.
  • Users experience integration issues with Nimble CRM, limiting connections to other tools and complicating their workflow.
  • Users find limited customization in Nimble CRM, restricting their ability to tailor features to specific needs.

What Are Recent G2 Reviews of Nimble CRM?

What Are G2 Users Discussing About Nimble CRM?

Freshsales

Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities.

Average Rating: 4.5/5.0

Total Reviews: 1,202

How Do G2 Users Rate Freshsales?

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

Who Is the Company Behind Freshsales?

  • Seller: Freshworks
  • Year Founded: 2010
  • HQ Location: San Mateo, CA
  • LinkedIn® Page: www.linkedin.com
    7,783 employees on LinkedIn®
  • Ownership: NASDAQ: FRSH
  • Phone: +1 (866) 832-3090

Who Uses This Product?

  • Who Uses This: CEO, Business Development Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 68% Small, 27% Medium

What Do G2 Reviewers Say About Freshsales?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Freshsales, facilitating quick onboarding and efficient sales management from day one.
  • Users appreciate the user-friendly design and extensive features of Freshsales, enhancing sales efficiency and organization.
  • Users appreciate the speed and ease of use of Freshsales, benefiting from its powerful CRM capabilities and organization.
  • Users value the responsive customer support of Freshsales, enhancing their experience with timely assistance.
  • Users appreciate the intuitive interface of Freshsales, finding it easy to use and navigate even for beginners.
Cons
  • Users express frustration with missing features in Freshsales, such as limited contact management and report customization.
  • Users find limited features in Freshsales, with some reporting basic reporting and automation capabilities that could be improved.
  • Users face note navigation issues and find email metrics unreliable, requiring external tools for better integrations.
  • Users find the learning curve challenging, particularly with advanced features that can overwhelm new users.
  • Users find limited customization options frustrating, particularly for reports and advanced features in Freshsales.

What Are Recent G2 Reviews of Freshsales?

What Are G2 Users Discussing About Freshsales?

HappSales

HappSales is an AI CRM & Revenue Platform for B2B companies. It distinguishes itself from transactional CRMs through - 1. One-of-its-kind integrated platform for end-to-end revenue operations - Key Account Management, Lead Management, Sales, Service, Receivables, Field operations, Workflows, & more. This eliminates revenue leakages and enhances performance. 2. Includes Army of AI Agents for AI-powered automation, insights & nudges, and other diverse use-cases 3. Mobile-First + Voice-enabled AI Copilot – modern & intuitive app that is ease to use for high adoption 4. Embedded best-practices & metrics that removes the need to engage expensive consultants 5. Rapid deployment with massive time & effort savings - with lowest Total-Cost-of-Ownership

Average Rating: 4.9/5.0

Total Reviews: 41

How Do G2 Users Rate HappSales?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.9/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.8/10 (Category avg: 8.7/10)

Who Is the Company Behind HappSales?

  • Seller: HappSales
  • Year Founded: 2018
  • HQ Location: Bangalore, IN
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Biotechnology
  • Company Size: 63% Small, 35% Medium

What Do G2 Reviewers Say About HappSales?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in HappSales essential for efficient customer data management and streamlined operations.
  • Users value the user-friendly design of HappSales, appreciating its simplicity for managing customers and boosting sales.
  • Users appreciate the excellent customer support from the HappSales team, enhancing their overall experience and satisfaction.
  • Users find HappSales to be convenient for managing customer data, enhancing follow-ups and simplifying communication.
  • Users find HappSales exceptionally convenient for managing customer data, enhancing accessibility, follow-ups, and overall insights.
Cons
  • Users note a learning curve with HappSales, requiring training to enhance team efficiency and proficiency.
  • Users often face reporting issues with HappSales, impacting the functionality of customized and aggregate reports.
  • Users find that while setup takes time, it ultimately leads to improved workflow efficiency and accuracy.
  • Users find the initial investment expensive, but acknowledge it provides value over time.
  • Users face incomplete information issues with HappSales as the aggregate report fails to download after initial report download.

What Are Recent G2 Reviews of HappSales?

What Are G2 Users Discussing About HappSales?

Lightfield

Lightfield is the most widely adopted agentic CRM. It builds a comprehensive, trusted record of customer interactions from calls, emails and meetings - giving every person and every agent the same understanding of what’s true about their business. Companies use Lightfield to close deals faster, automate prospecting, diagnose performance gaps, and ramp new sellers with agents. More than 5,000 companies have signed up since Lightfield launched in November 2025.

Average Rating: 5.0/5.0

Total Reviews: 11

How Do G2 Users Rate Lightfield?

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

Who Is the Company Behind Lightfield?

  • Seller: Lightfield
  • Year Founded: 2025
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    46 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Lightfield?

Ultra-Staff EDGE Staffing and Recruiting Software

Ultra-Staff EDGE, developed by Automated Business Designs Inc., is a leading staffing software solution that offers a full-featured experience at the entry or enterprise level. Designed for temporary, direct hire, and medical staffing, Ultra-Staff EDGE allows you to seamlessly stay connected with clients and candidates through a robust all-in-one solution that includes front and back office, web portals, onboarding, mobile, data analytics, shift scheduling, and a labor dispatch module. Ultra-Staff EDGE is one of the only solutions that streamlines every aspect of a staffing and recruiting business. It not only helps data seamlessly flow between solutions, but it avoids multiple data entry, misplacement of information, eliminates costs, and allows you to gain big picture reporting insights into your business. Nationally, thousands of users take advantage of the Ultra-Staff EDGE suite and its contemporary, leading-edge, and innovative features. The Ultra-Staff EDGE interface is designed to complement each user’s personal workflow with customizable dashboards and user interface. Whether you are a recruiter, manager, sales person, or accountant the easy-to-use interface and customizable features makes it a software the whole team can’t live without.

Average Rating: 4.7/5.0

Total Reviews: 63

How Do G2 Users Rate Ultra-Staff EDGE Staffing and Recruiting Software?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Ultra-Staff EDGE Staffing and Recruiting Software?

Who Uses This Product?

  • Top Industries: Staffing and Recruiting
  • Company Size: 48% Small, 33% Medium

What Do G2 Reviewers Say About Ultra-Staff EDGE Staffing and Recruiting Software?

AI-generated summary from verified user reviews

Pros
  • Users find Ultra-Staff EDGE to be exceptionally easy to use, ensuring efficient operations and seamless team collaboration.
  • Users rave about the outstanding customer support at Ultra-Staff EDGE, appreciating their responsiveness and industry expertise.
  • Users value the outstanding support team of Ultra-Staff EDGE, known for their responsiveness and industry knowledge.
  • Users appreciate the all-in-one solution of Ultra-Staff EDGE, streamlining workflows efficiently with seamless front and back-office integration.
  • Users find the time-saving capabilities of Ultra-Staff EDGE essential, streamlining their workflow and enhancing efficiency significantly.
Cons
  • Users face integration issues with Ultra-Staff EDGE, requiring multiple logins and experiencing slow advancements in development.
  • Users find the missing features in Ultra-Staff EDGE hinder efficiency, such as document attachment and search limitations.
  • Users encounter glitches and occasional import issues with Ultra-Staff EDGE, impacting usability and efficiency.
  • Users find the learning curve steep for Ultra-Staff EDGE, requiring time for training and adaptation to new features.
  • Users find the candidate management cumbersome due to scattered windows and limited search functionality.

What Are Recent G2 Reviews of Ultra-Staff EDGE Staffing and Recruiting Software?

What Are G2 Users Discussing About Ultra-Staff EDGE Staffing and Recruiting Software?

Streak

Streak is a CRM built directly inside Gmail — not a sidebar, not a browser extension backed by a separate app. It runs natively in your inbox, so your team tracks deals, manages contacts, and runs pipelines without switching tabs or logging into another tool. Pipeline management works in a spreadsheet-style grid inside Gmail. Every deal, contact, and relationship lives in a customizable pipeline with stages you define to maintain structured data and processes. Manage your sales, hiring, investor outreach, fundraising, partnerships, and more — all from the same system. Streak logs emails automatically. Every conversation with a contact is captured to the right deal or pipeline record, so the full history is always visible. Shared pipelines give your whole team visibility into who's talking to who and where things stand. AI features are built into the workflow. AI autofill pulls data from your email history and web research to populate CRM fields. AI-generated pipelines build stages and fields from a plain-language description. AI actions trigger inside automations, so a pipeline event can kick off a multi-step workflow without manual updates. Core email tools are included on all plans: email tracking, mail merge, email templates, and email sharing. Best for: sales teams, talent agencies, marketing agencies, real estate agents, nonprofits, and any team that runs their business from Gmail and wants a CRM that actually gets used.

Average Rating: 4.5/5.0

Total Reviews: 267

How Do G2 Users Rate Streak?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Streak?

  • Seller: Streak
  • Year Founded: 2011
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    40 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Engineer, Owner
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 75% Small, 14% Medium

What Do G2 Reviewers Say About Streak?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of Streak, seamlessly integrating with Gmail for efficient management of tasks and relationships.
  • Users love the easy tracking features of Streak, conveniently managing everything directly within Gmail for efficient email management.
  • Users love the Gmail integration of Streak, which simplifies deal management and keeps everything organized effortlessly.
  • Users love the real-time email tracking feature of Streak, enhancing their communication and planning efficiency.
  • Users love the seamless integration with Gmail, allowing efficient management of email campaigns directly from their inbox.
Cons
  • Users find the initial learning curve steep, making it challenging to fully utilize Streak’s features effectively.
  • Users find the limited features of Streak hinder customization and deeper analytics, complicating user experience.
  • Users are disappointed by the missing features of Streak, wishing for more built-in analytics and easier setup.
  • Users experience email issues with Streak, including lag and compatibility problems with Outlook and Thunderbird.
  • Users find the analytics inadequate, desiring more customization and deeper reporting options for complex pipelines.

What Are Recent G2 Reviews of Streak?

What Are G2 Users Discussing About Streak?

Prospect CRM

Prospect, the #1 Stock-Aware CRM, is perfect for growing Wholesale, Distributor and Manufacturing businesses. Sell more, in less time, every time - with Prospect CRM! As part of the ERP division at The Access Group, Prospect CRM is delivered to more than 5,000 SME users worldwide. Stock-Aware CRM combines the best of traditional CRM – Marketing, Sales Pipelines and Customer Service Management – with the reality of selling B2B products – quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking...to ensure your sales and service teams are fully Stock-Aware.

Average Rating: 4.6/5.0

Total Reviews: 94

How Do G2 Users Rate Prospect CRM?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Prospect CRM?

Who Uses This Product?

  • Top Industries: Wholesale, Food Production
  • Company Size: 80% Small, 18% Medium

What Do G2 Reviewers Say About Prospect CRM?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Prospect CRM, simplifying data access and streamlining workflow effectively.
  • Users value the easy setup of Prospect CRM, enabling streamlined workflows and efficient report generation.
  • Users value the efficiency of Prospect CRM, streamlining report generation and enhancing departmental operations significantly.
  • Users appreciate the feature richness of Prospect CRM, which enhances sales performance through customizable workflows and reports.
  • Users value the organization efficiency of Prospect CRM, making report generation and invoicing faster and smoother.
Cons
  • Users report significant integration issues with Prospect CRM, impacting functionality and user experience across platforms.
  • Users find a lack of essential features in Prospect CRM, leading to disappointment and frustration regarding functionality.
  • Users are frustrated by the discrepancy between sales promises and actual service, leading to a lack of value from Prospect CRM.
  • Users frequently experience connectivity issues with Prospect CRM, leading to frustrating delays and unsatisfactory service.
  • Users are frustrated with the lack of robust features in Prospect CRM, leading to unfulfilled expectations and poor integration.

What Are Recent G2 Reviews of Prospect CRM?

What Are G2 Users Discussing About Prospect CRM?

SuiteDash

More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.

Average Rating: 4.8/5.0

Total Reviews: 608

How Do G2 Users Rate SuiteDash?

  • Has the product been a good partner in doing business?: 9.6/10 (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.: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind SuiteDash?

  • Seller: SuiteDash
  • Year Founded: 2012
  • HQ Location: Research Triangle Park, NC
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 98% Small, 2% Medium

What Do G2 Reviewers Say About SuiteDash?

AI-generated summary from verified user reviews

Pros
  • Users praise the responsive customer support of SuiteDash, quickly addressing issues and enhancing the overall experience.
  • Users laud SuiteDash for its comprehensive CRM features that streamline business operations and enhance team training.
  • Users commend the easy setup of SuiteDash, enabling quick configuration and seamless integration for enhanced efficiency.
  • Users love the automation features of SuiteDash, significantly reducing admin time and improving client follow-up efficiency.
  • Users appreciate the extensive customization options in SuiteDash, enabling tailored solutions for various business needs.
Cons
  • Users find SuiteDash has a steep learning curve initially, requiring time to familiarize with its complex interface and terminology.
  • Users face a steep learning curve with SuiteDash due to its complex features and terminology, requiring time and effort.
  • Users find the learning difficulty of SuiteDash challenging initially, but training resources help ease the process.
  • Users find the complex setup of SuiteDash time-consuming, requiring significant learning and adaptation before fully benefiting.
  • Users find limited customization options frustrating, particularly regarding color changes and template user-friendliness.

What Are Recent G2 Reviews of SuiteDash?

What Are G2 Users Discussing About SuiteDash?

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