# Best CRM Software for Small Business - Page 5 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall CRM category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business CRM category. In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Small Business CRM Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## Category Overview **Total Products under this Category:** 1,001 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 119,800+ Authentic Reviews - 1,001+ 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. --- **Sponsored** ### Capsule CRM Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1585&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%3Ffaq%3D5&secure%5Btoken%5D=d54512a9f56604ca9d9644a06aac127a5cf7943eb0a77d1e92348a14b620ad9d&secure%5Burl%5D=https%3A%2F%2Fcapsulecrm.com%2Fcampaign%2Fcrm-built-for-growing-businesses%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dalternatives&secure%5Burl_type%5D=free_trial) --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [Agiled](https://www.g2.com/products/agiled/reviews) Agiled is a business and work management platform which helps users manage their business in one place. Agiled offers CRM, HRM, Financial Management, Projects and Task Management, Contracts and Professional Proposals. Agiled comes with many native Integrations along with Zapier Integration, Integromate Integration, API and Custom Webhooks. With Agiled businesses can stop switching between tools and manage their business in one integrated place. **Average Rating:** 4.7/5.0 **Total Reviews:** 372 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [ZTABS](https://www.g2.com/sellers/ztabs) - **Year Founded:** 2015 - **HQ Location:** Houston, Texas - **LinkedIn® Page:** https://www.linkedin.com/company/ztabs/about (7 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 94% Small-Business, 1% Mid-Market #### Pros & Cons **Cons:** - Expensive (1 reviews) - Learning Curve (1 reviews) - Limited Customization (1 reviews) ### 2. [Ontraport](https://www.g2.com/products/ontraport/reviews) Ontraport integrates your marketing, sales and support operations in one unified platform so you can scale, effortlessly. If you’re like most organizations, you have a collection of tech tools that you’ve strung together over time: website builder, email platform, payment processor, and much more. And as you’ve grown, you’ve realized this tech stack hurts more than it helps. Successful enterprises do it differently: They know that having one central database, tightly integrated with their core business functions, is the only way to deliver high-quality customer experiences at scale. Enterprise level platforms are popular for exactly this reason. But they’re complex and expensive — out of reach for most. Ontraport gives you access to this professional-grade power. It’s designed to be managed by anyone, and it’s priced for teams with budgets to stick to. For more information, visit www.ontraport.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 215 **User Satisfaction Scores:** - **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:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Ontraport](https://www.g2.com/sellers/ontraport) - **Year Founded:** 2008 - **HQ Location:** Santa Barbara, CA - **Twitter:** @Ontraport (12,086 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2597064/ (105 employees on LinkedIn®) - **Phone:** +1 (855) 668-7276 **Reviewer Demographics:** - **Who Uses This:** CEO, Owner - **Top Industries:** Professional Training & Coaching, Marketing and Advertising - **Company Size:** 92% Small-Business, 5% Mid-Market #### Pros & Cons **Pros:** - Customer Support (10 reviews) - Helpful (8 reviews) - Customer Management (5 reviews) - Ease of Use (5 reviews) - Automation Focus (4 reviews) **Cons:** - Learning Curve (6 reviews) - Not Intuitive (4 reviews) - Poor Customer Support (3 reviews) - Billing Issues (2 reviews) - Contact Management (2 reviews) ### 3. [VipeCloud](https://www.g2.com/products/vipecloud/reviews) You won’t win if your teams aren’t using your tools. VipeCloud’s Customer Acquisition Solution is actually used and enjoyed by teams growing their businesses. ► We auto-capture data where possible, minimize manual entry for salespeople, and are still able to provide sales management with the data they need. ► VipeCloud is intuitive to use, migration is made simple, and training / customer success is the core of our culture. ► We pulled a wide variety of capabilities together so your team only has one system to learn, and one system for data to move through the entire funnel. If your your team isn’t using what you’ve got, or you are considering marketing and sales software for the first time, VipeCloud will help you win. sales@vipecloud.com / (650) 308-8473 / or schedule a meeting at calendly.com/adamvipe/30min **Average Rating:** 4.7/5.0 **Total Reviews:** 30 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [VipeCloud](https://www.g2.com/sellers/vipecloud) - **Year Founded:** 2011 - **HQ Location:** Palo Alto, CA - **Twitter:** @VipeCloud (227 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2438740/ (6 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Marketing and Advertising, Staffing and Recruiting - **Company Size:** 97% Small-Business, 3% Mid-Market ### 4. [Mothernode](https://www.g2.com/products/mothernode/reviews) Mothernode CRM is an all-in-one CRM that combines rich features and efficiency often found in more expensive CRM software. Increase productivity and revenue with timesaving features that focus on customer management, salesforce automation, and marketing automation. Specifically designed for businesses looking to get organized and grow, Mothernode is the only CRM to offer expansion modules like sales orders, purchase orders, invoicing, quotes and more, enabling the software to offer more capabilities as your business needs expand, delivering a one-stop solution for all your CRM needs. Your sales team, account managers and customer service team will love how easy this software is to adopt and use. The intuitive application delivers all your client's activities and history in one simple interface. Based in the cloud, Mothernode CRM is accessible from any computer or mobile device, anywhere in the world with an Internet connection. Mothernode CRM supports management and their sales and customer service teams with detailed reporting about the history of client communications and current activity. Analyzing the data from your customer contact history can help guide your marketing team in creating specialized marketing messages for segments of your clientele, resulting in greater collaboration between the various departments of your organization. This increased collaboration results in a more consistent customer experience across all channels, helping to build brand loyalty and increase customer retention. Mothernode CRM also integrates with a number of popular software applications, including GMail and Outlook. Outlook integration allows you to synchronize your calendars and contacts so you can stay organized and on top of all your important activity. Integration with Quickbooks allows you to monitor spending and revenue from your sales, customer service, and marketing departments and export that data directly into your accounting software. With all of the time and effort saved through using Mothernode CRM, you can focus more on developing big-picture strategies for growing and developing your business. **Average Rating:** 4.5/5.0 **Total Reviews:** 40 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Mothernode](https://www.g2.com/sellers/mothernode) - **Year Founded:** 2009 - **HQ Location:** Irving, TX - **Twitter:** @Mothernode (267 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/693754/ (13 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Architecture & Planning, Construction - **Company Size:** 50% Small-Business, 48% Mid-Market ### 5. [Relenta CRM](https://www.g2.com/products/relenta-crm/reviews) Email-based CRM for small teams to manage a large number of customer interactions. **Average Rating:** 4.9/5.0 **Total Reviews:** 20 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Relenta CRM](https://www.g2.com/sellers/relenta-crm) - **HQ Location:** Miami, FL - **Twitter:** @relenta (415 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 86% Small-Business, 14% Mid-Market ### 6. [NetHunt CRM](https://www.g2.com/products/nethunt-crm/reviews) NetHunt is a sales automation tool that literally lives inside your Gmail and other Google Workspace apps. It helps sales teams manage leads, nurture customer relations, monitor sales progress, and close more deals. Businesses grow x5 with NetHunt CRM, check customer stories - https://nethunt.com/case-studies 🥇 Google Cloud Partner 🥇 Google Security Assessment Program Passed We’ve built the best CRM integration with Gmail allowing for 100% CRM functionality from within Gmail. ✅ No more switching tabs ✅ No more data entry ✅ Everything is in one place ✅ In a familiar interface, within an app that you use daily Watch our demo: https://youtu.be/wD-tjeX6x\_s Browse Help Center: https://help.nethunt.com/en/ MORE ABOUT NETHUNT CRM 🙂 Organize your customer base Use core CRM features in NetHunt to organize your customer base in the most efficient way. ✓ Say goodbye to tedious data entry forever. ✓ Use NetHunt’s duplicate prevention feature to keep your data clean at all times. ✓ The required fields feature watches over your data to make sure you’ve got what you need. ✓ Your customer base is securely stored in one place, protected from leaks or prying eyes by proper access management. 📞 Capture new leads through multiple channels NetHunt CRM is integrated with multiple tools that allows you to get new leads from different sources and store communication within CRM records. ✓ Create new leads from inbound and outbound calls ✓ Turn website chats into new leads ✓ Get new leads from social media platforms ✓ Add new leads to CRM from messengers ✓ Capture leads from custom web forms 📋 Segment leads and customers base Break down your customer base into targeted segments to send personalized pitches by using various macros - job title, need, company size and more. ✓ Use custom filters and views to segment your contacts. ✓ Save an unlimited number of segments for yourself or share them with the team. ✓ Have these segments updated automatically when new users match certain parameters. 💲 Build sales pipeline Turn contacts into leads and push them down the beautiful, functional pipeline. ✓ Add new deals, their value, probability of closing and expected close date. ✓ Track deals progress through the pipeline stages. ✓ Know revenue stuck at every stage of the pipeline ✓ Spot blocked leads and how to push them towards purchase. ✓ Create one or several custom pipelines for your products and services. ✓ Build forecasts you can trust. ⭕ Manage Tasks Organize your workday and manage the workload of your team. All within Gmail. ✓ Manage Tasks and collaborate with your team inside Gmail. ✓ Assign Tasks automatically by certain criteria or round-robin algorithm. ✓ Link Tasks to emails and CRM records. ✓ Receive daily Tasks Digest to plan your day. 🤖 Automate sales processes in Gmail NetHunt CRM allows users to automate the entire sales process – from lead capture to deals’ pipeline stage to notifications. ✓ Capture leads from different sources and add them in your CRM. ✓ Assign managers to leads and set up personalised auto-replies. ✓ Prioritise leads automatically depending on their behaviour ✓ Set sequences to nurture leads. ✓ Automatically link email conversations, chats, calls to CRM profiles. ✓ Have an algorithm move a lead to the next pipeline stage based on the lead’s response. ✓ Create automatic tasks for the team. ✓ Set notifications to the team when important changes happen in the pipeline. ✓ Automate data entry. ✉️ Email automation ✓ Create personal and shared email templates in Gmail. ✓ Write repetitive emails easily and quickly. ✓ Personalize email templates with custom fields. ✓ Use email templates in daily email correspondence, email campaigns or automated email sequences. 📩 Email tracking Track your email opens and clicks in Gmail. ✓ Know if, when, and how often the receiver views your emails in real-time. ✓ Know when people open your emails to provide insights for your team. ✓ Prioritise leads based on how many times they open emails or click on the links. ✓ Use email tracking for regular emails, email campaigns and automated email sequences. 🔁 Email campaigns Send email campaigns and follow-up campaigns in Gmail. ✓ Send email campaigns to custom segments or all of your customer base. ✓ Set follow-up emails to previous email campaigns. ✓ Monitor campaigns stats: opens, clicks, unsubscribes, bounces, and replies. ✓ Send email campaigns via Gmail, NetHunt SMTP or your own SMTP server. 📊 Sales reporting Track key business metrics and team performance with reports in NetHunt CRM. ✓ Track the effectiveness of the entire team and every manager separately – the number of sent emails, presentations made, calls made, etc. ✓ Analyze business growth compared to previous periods – the number of closed deals as well as revenue generated. ✓ Analyze revenue by breaking it down by a manager, by a certain product, by country, etc. ✓ Track your quota attainment. ✓ Analyze the reasons for losing deals. ✓ Build a sales forecast you can trust. **Average Rating:** 4.6/5.0 **Total Reviews:** 274 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [NetHunt CRM](https://www.g2.com/sellers/nethunt-crm) - **Year Founded:** 2015 - **HQ Location:** Kiev - **Twitter:** @nethuntcrm (2,166 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10626162/ (22 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Director - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small-Business, 17% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (18 reviews) - Gmail Integration (15 reviews) - Integration (12 reviews) - Integrations (12 reviews) - Easy Integration (10 reviews) **Cons:** - Learning Curve (7 reviews) - Missing Features (6 reviews) - Limited Features (5 reviews) - Email Issues (4 reviews) - Expensive (4 reviews) ### 7. [Fireberry](https://www.g2.com/products/fireberry/reviews) Fireberry is your all-in-one solution for managing Sales, Marketing, and Service, offering a comprehensive platform to support every stage of your business journey in any industry. With its full customization capabilities, intuitive design, and flexible pricing plans, Fireberry is an ideal choice for growing businesses. Fireberry allows you to connect your preferred tools directly within the CRM, with seamless integrations across all three product areas, enhancing productivity and streamlining your workflows. By consolidating Sales, Marketing, and Service into a single platform, Fireberry empowers businesses with a complete 360-degree view of customers and operations. Access real-time analytics, automate processes, and ensure your business stays organized and efficient at every level. **Average Rating:** 4.8/5.0 **Total Reviews:** 24 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.7/10 (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.:** 8.9/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Fireberry](https://www.g2.com/sellers/fireberry) - **Year Founded:** 2012 - **HQ Location:** Tel Aviv, Israel - **LinkedIn® Page:** https://www.linkedin.com/company/fireberry-software-ltd (41 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 72% Small-Business, 24% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (3 reviews) - Organization Efficiency (2 reviews) - User-Friendly (2 reviews) - Automation AI (1 reviews) - Automation Features (1 reviews) **Cons:** - Difficulty (1 reviews) - Integration Issues (1 reviews) - Learning Curve (1 reviews) - Limited Customization (1 reviews) - Missing Features (1 reviews) ### 8. [Vtiger Sales](https://www.g2.com/products/vtiger-sales/reviews) Everything you need to increase sales and manage your team such as find the best leads, understand customers better, boost team productivity, view forecast accurately, win more deals faster, automate repetitive tasks and more. **Average Rating:** 4.2/5.0 **Total Reviews:** 28 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Vtiger](https://www.g2.com/sellers/vtiger) - **Year Founded:** 2004 - **HQ Location:** Cupertino, California - **Twitter:** @vtigercrm (2,683 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1270573/ (240 employees on LinkedIn®) - **Phone:** 1-877-784-9277 **Reviewer Demographics:** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 56% Small-Business, 41% Mid-Market #### Pros & Cons **Pros:** - Customer Support (2 reviews) - Automation Features (1 reviews) - Ease of Use (1 reviews) - Easy Setup (1 reviews) - Feature Richness (1 reviews) **Cons:** - Performance Issues (1 reviews) ### 9. [Bitrix24](https://www.g2.com/products/bitrix24/reviews) Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant CoPilot helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place. **Average Rating:** 4.1/5.0 **Total Reviews:** 575 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Bitrix24](https://www.g2.com/sellers/bitrix24) - **Company Website:** https://www.bitrix24.com/ - **Year Founded:** 1998 - **HQ Location:** Alexandria, Virginia - **LinkedIn® Page:** https://www.linkedin.com/company/8812020/ (239 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Project Manager, Marketing Manager - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 55% Small-Business, 34% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (48 reviews) - Team Collaboration (37 reviews) - Task Management (32 reviews) - Project Management (31 reviews) - Features (30 reviews) **Cons:** - Learning Curve (19 reviews) - Missing Features (17 reviews) - Limited Features (14 reviews) - Lacking Features (13 reviews) - Performance Issues (12 reviews) ### 10. [Workbooks](https://www.g2.com/products/workbooks/reviews) Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price. **Average Rating:** 4.2/5.0 **Total Reviews:** 535 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks) - **Company Website:** https://www.Workbooks.com - **Year Founded:** 2009 - **HQ Location:** Reading, Berkshire - **Twitter:** @Workbooks (2,724 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/225937/ (71 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Managing Director, Director - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 61% Small-Business, 33% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (16 reviews) - Reporting (8 reviews) - Customer Support (7 reviews) - Customization (7 reviews) - Feature Richness (7 reviews) **Cons:** - Learning Curve (8 reviews) - Limitations (6 reviews) - Limited Features (5 reviews) - Complex Features (4 reviews) - Limited Customization (4 reviews) ### 11. [Maple CRM](https://www.g2.com/products/maple-crm/reviews) Maple CRM is a cloud based customer relationship management software focusing on small and medium companies to manage their sales, order and service management functions. Maple CRM is empowered with intuitive features like quotation builder, mobile app (ios/android), geo tracking, call logging and various reporting functions. **Average Rating:** 4.6/5.0 **Total Reviews:** 28 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Maple CRM](https://www.g2.com/sellers/maple-crm) - **Year Founded:** 2012 - **HQ Location:** Bengaluru, Karnataka - **Twitter:** @maplecrm (60 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/maple-crm/ (26 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Consulting, Consumer Services - **Company Size:** 71% Small-Business, 24% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (7 reviews) - Customer Support (6 reviews) - Efficiency (4 reviews) - Lead Management (3 reviews) - User-Friendly (3 reviews) **Cons:** - Integration Issues (2 reviews) - Limited Customization (2 reviews) - Missing Features (2 reviews) - Learning Curve (1 reviews) ### 12. [Keap](https://www.g2.com/products/thryv-keap/reviews) Keap is a small business CRM and automation platform designed to grow your profitable business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. The Keap CRM has everything you need to automate your business: lead capture and management, sales automation, marketing automation, email automation and text marketing. **Average Rating:** 3.9/5.0 **Total Reviews:** 21 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Thryv](https://www.g2.com/sellers/thryv) - **Year Founded:** 2012 - **HQ Location:** Dallas, TX - **Twitter:** @thryv (8,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/thryvinc (5,905 employees on LinkedIn®) - **Ownership:** NASDAQ: THRY **Reviewer Demographics:** - **Top Industries:** Marketing and Advertising, Professional Training & Coaching - **Company Size:** 86% Small-Business, 9% Mid-Market #### Pros & Cons **Pros:** - Automation (8 reviews) - Automation Features (8 reviews) - Ease of Use (7 reviews) - Automation Efficiency (5 reviews) - Automation Focus (5 reviews) **Cons:** - Complexity (3 reviews) - Expensive (3 reviews) - Lack of Flexibility (3 reviews) - Learning Curve (3 reviews) - Limitations (3 reviews) ### 13. [vcita](https://www.g2.com/products/vcita/reviews) vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all. **Average Rating:** 4.5/5.0 **Total Reviews:** 79 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [vcita](https://www.g2.com/sellers/vcita) - **Year Founded:** 2010 - **HQ Location:** St. Petersburg Florida - **Twitter:** @vCita (1,740 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1816111/ (161 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Alternative Medicine, Marketing and Advertising - **Company Size:** 86% Small-Business, 11% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (13 reviews) - Automations (6 reviews) - Customer Support (6 reviews) - Integration (6 reviews) - Integrations (6 reviews) **Cons:** - Integration Issues (7 reviews) - Missing Features (5 reviews) - Expensive (4 reviews) - Lack of Integration (3 reviews) - Linking Issues (3 reviews) ### 14. [Clientjoy](https://www.g2.com/products/clientjoy/reviews) Clientjoy is an All in One CRM helping 13000 Agencies & Freelancers across 90 Countries to manage their Sales Pipeline, Contracts, Proposals/Quotes/Estimates, Clients, Payments, Invoices, Mailbox, Appointments, Calendar & run Cold Email Sequences Clientjoy is popularly known as a Productivity OS for Agencies & Freelancers. Clientjoy is majorly popular amongst the following Industries:- 1: Marketing & Advertisement Agencies 2: Digital Freelancers 3: Consultants 4: Coaches 5: Any Services **Average Rating:** 4.6/5.0 **Total Reviews:** 56 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Clientjoy](https://www.g2.com/sellers/clientjoy) - **Year Founded:** 2019 - **HQ Location:** Ahmedabad, IN - **LinkedIn® Page:** https://www.linkedin.com/company/clientjoysocial (9 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 84% Small-Business, 4% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (1 reviews) - Easy Setup (1 reviews) - Intuitive Interface (1 reviews) - Lead Management (1 reviews) - Simplicity (1 reviews) **Cons:** - Connectivity Issues (1 reviews) - Feature Issues (1 reviews) - Incomplete Information (1 reviews) - Time-Consuming (1 reviews) ### 15. [AllProWebTools](https://www.g2.com/products/allprowebtools/reviews) How would it feel to have an all-in-one solution that gave you access to your entire business with one login? A tool that combines all inventory, customers, leads, emails, tasks and orders between your online shopping cart, in store POS, and mobile devices. One login and one solution to manage content, lead generation and tracking to shipping to order tracking to customer re-engagement and re-marketing. As the first solution to combine an email marketing platform with an ecommerce engine and CRM system, AllProWebTools can provide you with comprehensive reporting that follows your leads and clients from introduction to sale and beyond. By integrating with DropBox, Google Drive and Google Calendar, all of your client related files can be shared and appointment reminders can be sent directly to your smartphone. The sales pipeline will help you track your sales teams efforts and quantify how many leads are being processed. Your sales manager will have better visibility to verify that leads are being followed up with and can coach the sales team to improve. **Average Rating:** 4.8/5.0 **Total Reviews:** 67 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [AllProWebTools](https://www.g2.com/sellers/allprowebtools) - **Year Founded:** 2009 - **HQ Location:** Fort Collins, CO - **Twitter:** @AllProWebTools (669 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3492945/ (8 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising - **Company Size:** 77% Small-Business, 7% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (2 reviews) - Automation Features (1 reviews) - Contact Management (1 reviews) - Customer Management (1 reviews) - Intuitive (1 reviews) **Cons:** - Learning Curve (2 reviews) - Not Intuitive (1 reviews) - Time-Consuming (1 reviews) ### 16. [AddressTwo](https://www.g2.com/products/addresstwo/reviews) Do you want to be in control of your own business? Are you tired of not having the info when you need it and where you need it? No more lost customers and misunderstandings. Simple CRM Software is here to save your day, and your business. Simple CRM Software is exactly what it says it is – Simple. No matter how unfamiliar you think you are with new-age technology, this little helper will make you feel like an expert in no time. At Adresstwo, we always tailor our products with our customers in mind, so that you don’t have to spend eternity studying it. Simple CRM is the simplest software for small business owners that you can possibly find on the market. With a web-based CRM Software, you no longer have to worry about: - Downloading or installing anything - Updating anything - Paying for an upgrade or a new version - Losing important data if the computer dies or gets stolen Simple CRM is an online cloud-based software that will become integral part of your company. All you need is a stable computer and you’re set to go! Since the data should be accessible to everyone from your company in real-time, this means that your computers should be properly working all the time. With a Simple CRM Software you’ll be able to manage your leads, organize you contacts, never miss important tasks and activities, and most importantly, you will be able to foster the rapport with your customers in a way you never though you could. With so much pressure off your back, you’ll be able to focus on what really matters – your customers and your prospective customers. With this simple yet effective change your business will flourish. Do something useful for your business today and sign up for a free trial version! **Average Rating:** 4.7/5.0 **Total Reviews:** 47 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [AddressTwo](https://www.g2.com/sellers/addresstwo) - **Year Founded:** 2005 - **HQ Location:** Indianapolis, IN - **Twitter:** @addresstwo (1,717 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1135243/ (3 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Marketing and Advertising - **Company Size:** 81% Small-Business, 11% Mid-Market ### 17. [Prophet CRM](https://www.g2.com/products/prophet-crm/reviews) Prophet CRM is embedded in Outlook, not simply integrated. This allows Prophet to uniquely leverage the work you and your team already do in Outlook, and automatically associates that activity to the appropriate customer opportunity within Prophet CRM. Whether from your desktop or mobile device, all Outlook-based emails, tasks, and calendar events are automatically tracked and associated to the corresponding opportunity, unburdening your team from administrative entry and giving them more time to sell. With more timely and thorough entry of sales activity data, sales managers gain valuable insight regarding your customers, sales team and sales processes. Combine Prophet CRM's unique Outlook integration with it's comprehensive suite of sales automation and workflow tools, customizable fields, reports, dashboards, and analytics, and you have a powerful application that will drive your business to higher levels of success. Contact us to discover how we partner with you to drive your success. **Average Rating:** 4.1/5.0 **Total Reviews:** 193 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Avidian Technologies](https://www.g2.com/sellers/avidian-technologies) - **Year Founded:** 2002 - **HQ Location:** Bellevue, Washington - **Twitter:** @ProphetCRM (644 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/67284/ (24 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, President - **Top Industries:** Financial Services, Construction - **Company Size:** 66% Small-Business, 27% Mid-Market ### 18. [Cinode](https://www.g2.com/products/cinode/reviews) Cinode is the AI-powered operating platform for consulting firms — the single system that connects skills, sales, and resource planning to supercharge growth. Founded in 2010, Cinode was built specifically for the consulting industry to solve its most fundamental questions: Who knows what? Who’s available? What can we sell? and How do we win more business — faster and smarter? From first client contact to staffing, delivery, and long-term growth, Cinode gives consultancy leaders real-time insights that drive better decisions and measurable results. With intuitive skills management, instant CV creation, advanced utilization planning, and AI-driven matching — all in one platform — teams work with clarity, speed, and confidence. A Platform Built for the Future of Consulting Cinode brings together the core building blocks of a modern consultancy: • Skills & Competence Management – Map every skill, identify gaps, and unlock the full value of your collective expertise. • Professional CV & Profiles – Create tailored, high-quality consultant profiles in seconds to win more deals. • Resource Planning & Matching – Maximize utilization with intelligent planning and precision matching. • Sales & Delivery Integration – Connect pipeline and delivery to shorten sales cycles and reduce friction. • Partners & Subcontractors – Scale delivery through collaboration with external consultants and partners. • AI-Driven Automation – Automate intake, matching, insights, and actions with AI, including MCP Server and AI chat directly on your Cinode data. A Growing Global Network Cinode is not just a platform — it’s an ecosystem. Today, Cinode connects a network of over 9,000 consulting firms, enabling collaboration, partner sourcing, and access to a broader pool of skills when demand peaks. Why Cinode Consulting firms use Cinode to: • respond to client requests in minutes instead of days, • improve utilization and profitability, • engage consultants with better matching and transparency, and • scale their business with data-driven confidence. Headquartered in Stockholm, Cinode is trusted by consulting firms across Europe and beyond — helping tens of thousands of consultants match the right skills to the right assignments, every day. **Average Rating:** 4.6/5.0 **Total Reviews:** 144 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Cinode](https://www.g2.com/sellers/cinode) - **Company Website:** https://cinode.com/ - **Year Founded:** 2010 - **HQ Location:** Stockholm, Sweden - **LinkedIn® Page:** https://www.linkedin.com/company/1813914 (25 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Consulting - **Company Size:** 45% Small-Business, 40% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (23 reviews) - Comprehensive Features (9 reviews) - Easy Creation (9 reviews) - Helpful (9 reviews) - Skill Management (9 reviews) **Cons:** - Learning Difficulty (7 reviews) - Learning Curve (6 reviews) - Time-Consuming (6 reviews) - Navigation Difficulty (4 reviews) - Not Intuitive (4 reviews) ### 19. [Ringy (formerly iSales)](https://www.g2.com/products/ringy-formerly-isales/reviews) The CRM built on what matters most – communication! Conversations drive sales. Ringy handles them for you. Turn calls into customers with an automated sales team in your back pocket. Ringy is a complete CRM designed to support your team, enhance performance, and bridge the gap between lead nurture and deal closure. With Ringy, growing businesses get state-of-the-art CRM features at a competitive price. **Average Rating:** 4.6/5.0 **Total Reviews:** 53 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Kovacs Systems](https://www.g2.com/sellers/kovacs-systems) - **Year Founded:** 2013 - **HQ Location:** Denver, CO - **Twitter:** @RingyCRM (94 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ringycrm/ (12 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Insurance - **Company Size:** 53% Small-Business, 26% Enterprise #### Pros & Cons **Pros:** - Ease of Use (1 reviews) - Easy Navigation (1 reviews) - Lead Generation (1 reviews) - Lead Management (1 reviews) - Navigation Ease (1 reviews) **Cons:** - Expensive (1 reviews) ### 20. [BIGContacts](https://www.g2.com/products/bigcontacts/reviews) BIGContacts CRM offers an integrated Contact Management and Email Marketing Solution for Small Business. We give you the tools you need to capture more leads, convert more sales and retain more customers. We're unlocking the potential of every small business with an affordable and easy-to-use solution. Plans starting at only $5 per user - per month! **Average Rating:** 4.5/5.0 **Total Reviews:** 75 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [BigContacts](https://www.g2.com/sellers/bigcontacts) - **Year Founded:** 2007 - **HQ Location:** Victoria, BC - **LinkedIn® Page:** https://www.linkedin.com/company/bigcontacts/ (1 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 75% Small-Business, 25% Mid-Market ### 21. [20NINE](https://www.g2.com/products/20nine/reviews) 20NINE is the super app for small businesses. 20NINE includes modules for clients, sales, prospecting, communication, document management, e-signing, recruitment, CV/consultant management! 20NINE also easily connects to common tools like Office365, Google Workspace, LinkedIn, Wordpress, Fortnox, Dropbox, Mailchimp, MS Teams. Whether you focus on client management, prospecting, sales, communication logging, quotes agreements, digital signatures or invoicing 20NINE makes your information available in real time across your different internal functions. With an easy onboarding (eLearning: online instructions, videos and free webinars), you as a new user or company get going quickly. New users are usually up and running within 30 minutes, and based on our modules, you can connect to, for example, Office365, Google Workspace, Microsoft Teams, LinkedIn, Fortnox ( accounting & ERP systems), document templates, e-Signing, Wordpress or other important functions for your unique needs. Test us for free for 14 days to see how we can make a difference for you! For more information, visit us online to see how you and your company can become independent of the office, get better calrity informed and more focused in your relationship with, for example, customers, partners, resellers, members and in the communication between your company and your different networks. **Average Rating:** 4.8/5.0 **Total Reviews:** 18 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.6/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [20NINE](https://www.g2.com/sellers/20nine) - **Year Founded:** 2014 - **HQ Location:** Stockholm, Sweden - **Twitter:** @20NINETECH (938 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/20-nine/ (12 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Information Technology and Services - **Company Size:** 68% Small-Business, 21% Mid-Market ### 22. [Efficy CRM](https://www.g2.com/products/efficy-crm/reviews) At last, a CRM solution that truly adapts to your needs. Efficy is a major player in the European CRM market. With our personalised range of solutions, we're already trusted by over 13.500 clients and 330.000 users across 60 countries. We want to help our clients succeed by providing the tools they need to make their employees’ work easier, and their customers happier. Our CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system. Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy CRM. Boost your commercial efforts with our AI-based contact enrichment tool. By analyzing emails, it automatically fills in missing information about your prospects and clients, such as their job title, company, or contact details. Thanks to this analysis, our solution can naturally trigger workflows to automate tasks, alert certain users via notifications, and much more. Discover our artificial intelligence solution that analyzes the emotions expressed by your customers in the emails they send you or the support tickets created on your client portal. By quickly interpreting whether a sentiment is positive, negative, or neutral, you can proactively respond to the needs and concerns of your clientele. **Average Rating:** 4.5/5.0 **Total Reviews:** 102 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Efficy](https://www.g2.com/sellers/efficy) - **Year Founded:** 2005 - **HQ Location:** Brussels, Belgium - **Twitter:** @efficy_en (1,046 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/133084/ (435 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 47% Mid-Market, 44% Small-Business #### Pros & Cons **Pros:** - Ease of Use (23 reviews) - Efficiency (12 reviews) - Easy Customization (11 reviews) - Customer Support (10 reviews) - Feature Richness (9 reviews) **Cons:** - Learning Curve (10 reviews) - Expensive (9 reviews) - Bugs (7 reviews) - UX Improvement (6 reviews) - Error Handling (4 reviews) ### 23. [Infor Customer Relationship Management (CRM)](https://www.g2.com/products/infor-customer-relationship-management-crm/reviews) Your customer relationships are the driving force of your business. By offering a complete view of every customer touch point across your sales, marketing, customer service, and support teams, Infor CRM enables you to maximize the impact of every interaction—across the entire customer lifecycle—whether in the office or out in the field. The best part about Infor CRM is that it’s built for your business. Industry-specific capabilities, deep integration, and unparalleled flexibility and control in how you deploy, use, and pay for your solution offers a best-of-breed CRM solution without compromise. **Average Rating:** 3.2/5.0 **Total Reviews:** 75 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 6.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 5.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 6.5/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Infor](https://www.g2.com/sellers/infor) - **Year Founded:** 2002 - **HQ Location:** New York - **Twitter:** @Infor (18,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1711/ (22,271 employees on LinkedIn®) - **Phone:** 800-260-2640 **Reviewer Demographics:** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 57% Mid-Market, 30% Small-Business #### Pros & Cons **Pros:** - Customer Management (1 reviews) - Ease of Use (1 reviews) - Easy Navigation (1 reviews) - User-Friendly (1 reviews) **Cons:** - Missing Features (1 reviews) - Slow Loading (1 reviews) ### 24. [WORKetc](https://www.g2.com/products/worketc/reviews) WORKetc was created as a tool to help every team across your business communicate and collaborate more efficiently. From sales leads, project management, billing, CRM and more, WORKetc can adjust to the needs of your entire team and ensure that everyone stays informed about the most important elements of their job. Start your 14-day free trial today and witness first hand how our experienced team can help your business streamline and optimize your workflows with WORKetc. **Average Rating:** 4.6/5.0 **Total Reviews:** 51 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.3/10 (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.:** 8.5/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [WORKetc](https://www.g2.com/sellers/worketc-fc49807b-71d1-4e3a-b8de-c00f478ff336) - **Year Founded:** 2016 - **HQ Location:** San Francisco, CA - **Twitter:** @WORKetc (20,129 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/work-etc-/ (8 employees on LinkedIn®) - **Phone:** 800-322-7860 **Reviewer Demographics:** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 79% Small-Business, 8% Mid-Market ### 25. [InfoFlo Software](https://www.g2.com/products/infoflo-software/reviews) Infoflo's software is an easy to use customer relationship management CRM software that is perfect for managing relationships with your customers and contacts. It is a fully integrated contact, relationship, 
email, calendar, document & task management solution. Most CRM solutions today are far too expensive for businesses and are not user-friendly. As a result, these solutions typically involve recurring maintenance and software update costs, in addition to initial assessment and consultant costs. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Our Customers appreciate this pricing model and take advantage of our free upgrades for life option. **Average Rating:** 4.5/5.0 **Total Reviews:** 92 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [InfoFlo Solutions](https://www.g2.com/sellers/infoflo-solutions) - **Year Founded:** 2002 - **HQ Location:** Toronto, Canada - **LinkedIn® Page:** https://www.linkedin.com/company/2786990/ (6 employees on LinkedIn®) - **Phone:** 1 416-223-4353 **Reviewer Demographics:** - **Who Uses This:** Owner, President - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 67% Small-Business, 12% Mid-Market ## Parent Category [Sales Tools](https://www.g2.com/categories/sales-tools) ## Related Categories - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- ## Buyer Guide ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)