# Best CRM Software - Page 3

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,084

### Category Stats (Jul 2026)

- **Average Rating:** 4.38/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month

_Last updated: July 21, 2026_

## How Does G2 Rank CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 121,700+ Authentic Reviews
- 1,084+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for CRM Software
 ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=576&focus%5B%5D=3296&focus%5B%5D=128650&focus%5B%5D=1934)

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Close, Bigin by Zoho CRM, and ActiveCampaign.

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

**Sponsored**

### Nutshell

Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-30T00%3A23%3A29Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1589&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%3Ffrom%3D%2540%26page%3D3&secure%5Btoken%5D=1fbd30a3f4a3ccf742aabd93ed066e86931cb316e9acca510266ec2bc7a5a840&secure%5Burl%5D=https%3A%2F%2Fwww.nutshell.com%2Flp%2Fcrm%3Futm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dpaid-promotions%26utm_term%3Dcrm&secure%5Burl_type%5D=paid_promos)

### [Scoro](https://www.g2.com/products/scoro/reviews)

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale.

**Average Rating:** 4.5/5.0

**Total Reviews:** 487

#### How Do G2 Users Rate Scoro?

- **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:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Scoro?

- **Seller:** [Scoro](https://www.g2.com/sellers/scoro)
- **Company Website:** www.scoro.com
- **Year Founded:** 2013
- **HQ Location:** London
- **Twitter:** @ScoroSoftware  
8,204 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c4b840044faa6933148653c2e176735de9e60141f0ee535ec0459b789766380c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F294623%2F&secure%5Burl_type%5D=linkedin_company_website)  
143 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 66% Small, 25% Medium

#### What Do G2 Reviewers Say About Scoro?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Scoro, benefiting from its streamlined all-in-one platform for various tasks.
- Users value Scoro for its **integrated project management capabilities** , simplifying task tracking and business conversations significantly.
- Users value the **comprehensive project tracking** in Scoro, enhancing management and profitability for their campaigns.
- Users value the **efficient time tracking** feature of Scoro, enhancing productivity without adding complexity.
- Users find the **task management features** of Scoro invaluable for integrating projects, budgets, and workflows in one platform.

##### Cons

- Users find the **learning curve** challenging due to complexity and rigidity, impacting workflow efficiency during setup.
- Users find Scoro's interface **not intuitive** , especially for tasks like creating PTO days and using the mobile app.
- Users note the **missing features** in Scoro's mobile version and some integrations that limit functionality.
- Users experience a **steep learning curve** with Scoro, challenging for new users due to its complexity and usability issues.
- Users find Scoro's **complexity** necessitates extensive training, hindering the initial user experience despite its robust features.

#### What Are Recent G2 Reviews of Scoro?

**["Absolutely essential for time and team management"](https://www.g2.com/survey_responses/scoro-review-4620988)**

**Rating:** 4.5/5.0 stars

_— Anna-Kaisa R._

[Read full review](https://www.g2.com/survey_responses/scoro-review-4620988)

**["Subtasks and dependencies made cross-functional delivery planning much easier"](https://www.g2.com/survey_responses/scoro-review-13115286)**

**Rating:** 5.0/5.0 stars

_— Yaroslav B._

[Read full review](https://www.g2.com/survey_responses/scoro-review-13115286)

#### What Are G2 Users Discussing About Scoro?

- [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for)
- [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide)
- [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project)
- [How much does Scoro cost?](https://www.g2.com/discussions/how-much-does-scoro-cost)
- [What are some unique features of project management software?](https://www.g2.com/discussions/scoro-what-are-some-unique-features-of-project-management-software)

### [Axonaut](https://www.g2.com/products/axonaut/reviews)

Axonaut is a business management solution designed for small businesses that want to simplify and optimize their daily operations. At its core, Axonaut offers powerful invoicing features: generate branded quotes and invoices in seconds, convert quotes to invoices with one click, and track payments in real time. The platform also centralizes all your contacts, streamlines customer relationship management, and automates accounting tasks. With Axonaut, you can easily segment mailing lists for targeted email and SMS campaigns, and manage your team and payroll through an integrated Staff Registry. Axonaut stands out by combining efficiency, simplicity, and affordability to help small businesses save time and focus on growth.

**Average Rating:** 4.9/5.0

**Total Reviews:** 43

#### How Do G2 Users Rate Axonaut?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Axonaut?

- **Seller:** [Axonaut](https://www.g2.com/sellers/axonaut)
- **Company Website:** www.axonaut.com
- **Year Founded:** 2014
- **HQ Location:** Labège, FR
- **Twitter:** @axonaut1  
323 Twitter followers
- **LinkedIn® Page:** [fr.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c64f5b0fe686ed9452be974b72d2f88d43b88e85644ecc4ff8e63a4d5ed76bb6&secure%5Burl%5D=https%3A%2F%2Ffr.linkedin.com%2Fcompany%2Faxonaut&secure%5Burl_type%5D=linkedin_company_website)  
34 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Construction
- **Company Size:** 93% Small

#### What Do G2 Reviewers Say About Axonaut?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **attentive customer support** of Axonaut, ensuring their needs are promptly addressed and met.
- Users value the **ease of use** of Axonaut, simplifying business management with integrated features and mobile support.
- Users appreciate the **extensive features** of Axonaut, which enhance business management and overall efficiency.
- Users value the **time efficiency** of Axonaut, benefiting from its ease of use and reliable information management.
- Users value the **time-saving capabilities** of Axonaut, appreciating its efficient features and reliable information management.

##### Cons

- Users find the **learning curve steep** , requiring time and diligence to master Axonaut's features effectively.

#### What Are Recent G2 Reviews of Axonaut?

**["Try it, adopt it!"](https://www.g2.com/survey_responses/axonaut-review-11719891)**

**Rating:** 5.0/5.0 stars

_— olivier J._

[Read full review](https://www.g2.com/survey_responses/axonaut-review-11719891)

**["An essential of business management"](https://www.g2.com/survey_responses/axonaut-review-11712745)**

**Rating:** 4.5/5.0 stars

_— Sandra B._

[Read full review](https://www.g2.com/survey_responses/axonaut-review-11712745)

#### What Are G2 Users Discussing About Axonaut?

- [What is Axonaut used for?](https://www.g2.com/discussions/what-is-axonaut-used-for) - 1 comment

### [Salesmate](https://www.g2.com/products/salesmate/reviews)

Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage.

**Average Rating:** 4.7/5.0

**Total Reviews:** 114

#### How Do G2 Users Rate Salesmate?

- **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:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Salesmate?

- **Seller:** [Salesmate](https://www.g2.com/sellers/salesmate)
- **Company Website:** www.salesmate.io
- **Year Founded:** 2016
- **HQ Location:** Charlotte, NC
- **Twitter:** @SalesmateIO  
2,114 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=290cb4c166201cbf87ee7970d9e1472402088a8357006eb81beffe9beb6f06b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesmate%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 73% Small, 14% Medium

#### What Do G2 Reviewers Say About Salesmate?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Salesmate, finding it intuitive and convenient for managing their sales functions.
- Users commend Salesmate's **excellent customer support** , appreciating quick responses and a clean interface for enhanced experience.
- Users love the **super clean interface** and **amazing customer care** that enhance their Salesmate experience.
- Users appreciate the **amazing support** from Salesmate, which greatly enhances their user experience and confidence.
- Users appreciate the **efficient automation features** of Salesmate, significantly saving time and enhancing productivity during the sales process.

##### Cons

- Users encounter **integration issues** with Salesmate, affecting workflow automation and third-party compatibility experiences.
- Users find the **limited features** of Salesmate challenging, particularly regarding advanced configurations and third-party integrations.
- Users find **missing features** in Salesmate, particularly in customer support, email management, and mobile functionality.
- Users face a **learning curve** for advanced configurations, requiring significant involvement from technical support initially.
- Users find Salesmate to be **not intuitive** , requiring technical help for advanced configurations and setup adjustments.

#### What Are Recent G2 Reviews of Salesmate?

**["Dream Team"](https://www.g2.com/survey_responses/salesmate-review-12820899)**

**Rating:** 5.0/5.0 stars

[Read full review](https://www.g2.com/survey_responses/salesmate-review-12820899)

**["The first CRM that actually keeps up with my deal flow"](https://www.g2.com/survey_responses/salesmate-review-12970513)**

**Rating:** 5.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/salesmate-review-12970513)

#### What Are G2 Users Discussing About Salesmate?

- [Is HubSpot free?](https://www.g2.com/discussions/is-hubspot-free)
- [Who owns Salesmate?](https://www.g2.com/discussions/who-owns-salesmate) - 1 comment
- [Is Salesmate good?](https://www.g2.com/discussions/is-salesmate-good) - 1 comment
- [How does Salesmate work?](https://www.g2.com/discussions/how-does-salesmate-work)

### [Odoo CRM](https://www.g2.com/products/odoo-crm/reviews)

With over 5 million users, Odoo is the #1 Open Source CRM software! Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and even create marketing campaign automation to increase their overall sales performance. With Odoo CRM, users can get more leads than ever before. They can also follow-up on phone calls and meetings. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated application. In our latest version (Odoo 14), UTM fields are available as optional fields. Users can handle recurring revenues and manage renewal intervals, as well. Also, you can turn emails received in your Outlook mailbox into leads, and log their content as internal notes. In addition to that, users can now search for leads and opportunities based on phone numbers. Users can track their opportunities pipeline in just a few simple steps, thanks to Odoo's user-friendly Kanban view. Users get an overview of their sales funnel, as well as instant visual information about their next steps, new messages, best opportunities, and expected incomes. The one-of-a-kind Odoo CRM marketing campaign system automates lead acquisitions, follow-ups, and special offers. Users can also determine automated actions based on predefined rules. Odoo CRM's key features are: a Kanban view to track the sales opportunities pipeline, a clear view of the next steps and actions to complete, automated creation of leads based on incoming emails (or coming directly from a website), and users can use their own email client! What more could you ask for?!

**Average Rating:** 4.1/5.0

**Total Reviews:** 187

#### How Do G2 Users Rate Odoo CRM?

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Odoo CRM?

- **Seller:** [Odoo](https://www.g2.com/sellers/odoo)
- **Year Founded:** 2005
- **HQ Location:** Brussels, Belgium
- **Twitter:** @Odoo  
55,391 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a5c2909893f928df131888ff32e9c04d541ff4f4e70d91d927b1d18bacee41c2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F633558%2F&secure%5Burl_type%5D=linkedin_company_website)  
8,467 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Business Development Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 70% Small, 26% Medium

#### What Do G2 Reviewers Say About Odoo CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **user-friendly interface** of Odoo CRM, making lead management and marketing communication effortless.
- Users value the **effective lead management** in Odoo CRM, streamlining communication and follow-ups seamlessly.
- Users commend Odoo CRM for its **user-friendly interface** , making navigation and integration of functions seamless and intuitive.
- Users appreciate the **easy customization** of Odoo CRM, allowing seamless integration with existing business processes and applications.
- Users appreciate the **affordability** of Odoo CRM, making it ideal for startups and businesses of all sizes.

##### Cons

- Users find Odoo CRM's **learning curve steep** due to complex setup and a less intuitive interface.
- Users find Odoo CRM offers **limited customization** , making advanced setups challenging, especially for non-technical teams.
- Users face **integration issues** with Odoo CRM, making it difficult to connect with other platforms and services.
- Users find Odoo CRM **not intuitive** , mentioning a cumbersome workflow and difficulties with the user interface and setup.
- Users experience **slow performance** with Odoo CRM, especially when handling large amounts of data, affecting efficiency.

#### What Are Recent G2 Reviews of Odoo CRM?

**["Highly Flexible CRM with a bit of learning curve"](https://www.g2.com/survey_responses/odoo-crm-review-12702600)**

**Rating:** 4.0/5.0 stars

_— Rahim S._

[Read full review](https://www.g2.com/survey_responses/odoo-crm-review-12702600)

**["Good Visibility Across Leads, Meetings, and Ongoing Opportunities"](https://www.g2.com/survey_responses/odoo-crm-review-12945975)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/odoo-crm-review-12945975)

#### What Are G2 Users Discussing About Odoo CRM?

- [What is Odoo CRM used for?](https://www.g2.com/discussions/what-is-odoo-crm-used-for) - 1 comment
- [Which is the best free CRM software?](https://www.g2.com/discussions/which-is-the-best-free-crm-software)
- [Is Odoo free to use?](https://www.g2.com/discussions/odoo-crm-is-odoo-free-to-use) - 3 comments
- [What is the use of Odoo?](https://www.g2.com/discussions/what-is-the-use-of-odoo)
- [What is CRM in Odoo?](https://www.g2.com/discussions/what-is-crm-in-odoo) - 1 comment

### [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews)

SuperOffice is a leading European CRM provider, guided by our mission to be Europe’s most loved CRM. We help growing businesses build valuable, effortless customer relationships with our award-winning CRM platform for sales, marketing and customer service. Tailored specifically for B2B professionals, SuperOffice equips organizations with the necessary tools and insights to effectively understand and respond to customer needs. Available on both desktop and mobile platforms, this CRM solution streamlines the customer journey, enhances personalized communication, and ultimately boosts customer satisfaction, regardless of location. SuperOffice CRM is particularly beneficial for sales teams, marketing departments, and customer service representatives. These professionals require a centralized platform to manage interactions and data, making SuperOffice an ideal choice for organizations aiming to improve productivity and prioritize customer engagement. The software supports a wide range of use cases, including tracking sales leads, managing marketing campaigns, providing customer support, and analyzing customer feedback, making it an essential tool for any organization focused on a customer-centric approach. Key features of SuperOffice CRM include robust contact management, sales automation, and advanced reporting capabilities. The contact management system allows users to efficiently store and organize customer information, ensuring easy access to crucial data when needed. Sales automation tools streamline the sales process by automating repetitive tasks, enabling sales professionals to concentrate on relationship-building rather than administrative duties. Additionally, the reporting features deliver valuable insights into customer behavior and sales performance, empowering teams to make informed, data-driven decisions. The Board view feature allows sales representatives and managers to maintain an overview of all sales activities, facilitating quicker sales cycles. For marketers, SuperOffice CRM enhances the customer journey through automated lead management and workflows, utilizing smart triggers to optimize marketing efforts. The platform also supports AI-powered content creation, enabling users to generate personalized images, copy, and calls-to-action (CTAs). This capability allows marketers to strengthen relationships and maintain effective communication at every customer touchpoint. Service teams can leverage SuperOffice CRM to provide efficient and consistent support by unifying customer information and interaction history. The organized request management system categorizes inquiries clearly, speeding up response times. Features such as autoreplies and response templates further enhance communication efficiency, while built-in reporting and analytics offer insights to continuously improve service quality. SuperOffice CRM stands out as a versatile and powerful tool that addresses the diverse needs of businesses looking to enhance their customer relationships.

**Average Rating:** 4.4/5.0

**Total Reviews:** 176

#### How Do G2 Users Rate SuperOffice CRM?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SuperOffice CRM?

- **Seller:** [SuperOffice AS](https://www.g2.com/sellers/superoffice-as)
- **Company Website:** www.superoffice.com
- **Year Founded:** 1990
- **HQ Location:** Oslo, Oslo
- **Twitter:** @SuperOffice  
779 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3263bf440738a4c9aee0a7000235c96e9be24db55f20d2efb89676410e4b535e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuperoffice-as%2F&secure%5Burl_type%5D=linkedin_company_website)  
316 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Wholesale, Computer Software
- **Company Size:** 59% Small, 34% Medium

#### What Do G2 Reviewers Say About SuperOffice CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** in SuperOffice CRM, highlighting its intuitive navigation and customizable features.
- Users find SuperOffice CRM to be **very intuitive** , making it easy to navigate and manage company communications.
- Users highly value the **quick and helpful customer support** provided by SuperOffice CRM, enhancing their overall experience.
- Users value the **helpful support** of SuperOffice CRM, appreciating the quick response and effective communication from the teams.
- Users highlight the **user-friendly design** of SuperOffice CRM, making customer management intuitive and efficient.

##### Cons

- Users face **persistent bugs** in SuperOffice CRM, particularly with the Android app and slow updates for fixes.
- Users find the **time-consuming onboarding process** cumbersome, making it hard to integrate addons efficiently.
- Users face **integration issues** with SuperOffice CRM, lacking connections to essential secondary systems and encountering bugs on Android.
- Users desire the addition of **missing features** in SuperOffice CRM, hindering marketing functionality and overall user experience.
- Users experience **connectivity issues** with SuperOffice CRM, leading to delays and complications during document editing and uploads.

#### What Are Recent G2 Reviews of SuperOffice CRM?

**["Intuitive and great support"](https://www.g2.com/survey_responses/superoffice-crm-review-8622654)**

**Rating:** 5.0/5.0 stars

_— Pär G._

[Read full review](https://www.g2.com/survey_responses/superoffice-crm-review-8622654)

**["Simple, Versatile CRM and Contract Management with SO"](https://www.g2.com/survey_responses/superoffice-crm-review-12971029)**

**Rating:** 5.0/5.0 stars

_— Åge P._

[Read full review](https://www.g2.com/survey_responses/superoffice-crm-review-12971029)

### [SalesCaptain](https://www.g2.com/products/salescaptain-inc-salescaptain/reviews)

SalesCaptain is an all-in-one communication platform with a chat based AI agent builder, designed for modern businesses. It unifies phone calls, texting, webchat, and social media messaging into a single collaborative inbox. With SalesCaptain, you can easily create AI-powered phone and text agents to handle calls, answer queries, route leads, filter spam, and automate tasks — all without any technical expertise. SalesCaptain also includes a suite of built-in business apps for managing reviews, appointments, lead stages, team leaderboards, and more — giving you everything you need to streamline customer engagement and team performance in one platform. Build drag-and-drop automations, connect with 50+ popular platforms like HubSpot, Booker, Clio, and ServiceFusion, or go deeper with API, webhooks, and Zapier support. Whether you're a startup or a multi-location enterprise, SalesCaptain helps you scale communication and customer engagement with ease.

**Average Rating:** 4.3/5.0

**Total Reviews:** 225

#### How Do G2 Users Rate SalesCaptain?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SalesCaptain?

- **Seller:** [SalesCaptain](https://www.g2.com/sellers/salescaptain-0ad71d1f-2581-417b-b396-fc2e2582d6e6)
- **Year Founded:** 2020
- **HQ Location:** New York, US
- **Twitter:** @SalesCaptainInc  
157 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e5bf3e8f34d26d945a18a2e220f628264bfbc16700ef77e9ab831262c26e12b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalescaptainhq&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Marketing Manager, Operations Manager
- **Top Industries:** Marketing and Advertising, Retail
- **Company Size:** 71% Small, 27% Medium

#### What Do G2 Reviewers Say About SalesCaptain?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation features** of SalesCaptain, enhancing workflow and maintaining customer engagement effortlessly.
- Users value the **clear and consistent communication** from SalesCaptain, enhancing client experience and organization significantly.
- Users appreciate the **ease of use** of SalesCaptain, streamlining client communication and enhancing organization and efficiency.
- Users appreciate SalesCaptain for its **immediate response capability** , ensuring no leads go cold during busy times.
- Users appreciate the **clear and consistent communication** from SalesCaptain, enhancing client experience and building trust.

##### Cons

- Users note a **steep learning curve** for initial setup, making customization and advanced features challenging at first.
- Users find the **time-consuming onboarding** process frustrating, particularly for larger teams and new users of SalesCaptain.
- Users desire **more sophisticated reporting** in SalesCaptain to better analyze key performance metrics and gain insights.
- Users express frustration over **limited customization** , wishing for more flexibility in dashboards and reporting options.
- Users note a **steep learning curve** for initial setup and advanced configuration, requiring time to adjust to features.

#### What Are Recent G2 Reviews of SalesCaptain?

**["Fantastic all in one communication tool"](https://www.g2.com/survey_responses/salescaptain-review-13182010)**

**Rating:** 4.5/5.0 stars

_— Ashlyn W._

[Read full review](https://www.g2.com/survey_responses/salescaptain-review-13182010)

**["Reducing Sales Complexity with a Centralized Platform"](https://www.g2.com/survey_responses/salescaptain-review-13174134)**

**Rating:** 4.5/5.0 stars

_— Brooks G._

[Read full review](https://www.g2.com/survey_responses/salescaptain-review-13174134)

### [Kylas Sales CRM](https://www.g2.com/products/kylas-sales-crm/reviews)

Kylas Growth Engine is an ecosystem of technology products, with a Sales CRM at its core, to help Growing Businesses scale with expertise. Kylas is an enterprise-grade Sales CRM software uniquely designed for Growing Businesses. The product helps businesses streamline their sales efforts, manage leads efficiently with a centralized system, nurture them effectively, and close deals faster to drive sustainable growth. Kylas provides advanced features like built-in WhatsApp messaging, field sales tracking, pipeline management, sales automation, and more, empowering teams to work smarter and achieve their sales goals efficiently. Kylas offers a Unique Pricing Framework- It's Elevate Plan is available for Flat USD 250 / month which includes 1. Unlimited Users 2. All Sales CRM Features 3. Robust Onboarding & Training Program 4. Timely Support 5. AI Features

**Average Rating:** 4.7/5.0

**Total Reviews:** 527

#### How Do G2 Users Rate Kylas Sales CRM?

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

#### Who Is the Company Behind Kylas Sales CRM?

- **Seller:** [Kylas Growth Engine](https://www.g2.com/sellers/kylas-growth-engine)
- **Year Founded:** 2020
- **HQ Location:** Pune, Maharashtra
- **Twitter:** @Kylas90134359  
21 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a0f913afb4a8c28444fd4332883114b2ddb2e4a53d5b9c7a8b5ee1a46b1db044&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkylas%2F&secure%5Burl_type%5D=linkedin_company_website)  
76 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, Sales Manager
- **Top Industries:** Education Management, Financial Services
- **Company Size:** 52% Small, 45% Medium

#### What Do G2 Reviewers Say About Kylas Sales CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Kylas Sales CRM, finding it simple and organized for data management.
- Users appreciate the **user-friendly interface** of Kylas Sales CRM, making it easy to navigate and implement.
- Users value the **user-friendly lead management** of Kylas Sales CRM, facilitating quick insights and efficient data distribution.
- Users value the **effective task management** of Kylas Sales CRM, enhancing team efficiency and timely follow-ups.
- Users praise the **exceptional customer support** of Kylas Sales CRM, highlighting its positive impact on their productivity.

##### Cons

- Users find **integration issues** with Kylas Sales CRM, feeling it lacks necessary tools compared to competitors like Zoho.
- Users desire **more advanced features** in Kylas Sales CRM to enhance functionality and reporting capabilities.
- Users often face **slow loading** issues with Kylas Sales CRM, affecting their efficiency and overall experience.
- Users experience **technical bugs** that disrupt workflow, suggesting a need for regular software updates to mitigate issues.
- Users find the **limited customization options** of Kylas Sales CRM restrict their effectiveness and flexibility in usage.

#### What Are Recent G2 Reviews of Kylas Sales CRM?

**["User-Friendly CRM with Strong Automation and Growth Potential"](https://www.g2.com/survey_responses/kylas-sales-crm-review-13174933)**

**Rating:** 5.0/5.0 stars

_— Rushikesh G._

[Read full review](https://www.g2.com/survey_responses/kylas-sales-crm-review-13174933)

**["Excellent CRM for Lead Management & Sales Growth"](https://www.g2.com/survey_responses/kylas-sales-crm-review-13134939)**

**Rating:** 5.0/5.0 stars

_— marketing E._

[Read full review](https://www.g2.com/survey_responses/kylas-sales-crm-review-13134939)

### [Knack](https://www.g2.com/products/knack/reviews)

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 111

#### How Do G2 Users Rate Knack?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Knack?

- **Seller:** [Knack](https://www.g2.com/sellers/knack)
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **Twitter:** @knackhq  
1,923 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3188c90e33477765cfffca4e114e8f31c974b24d49198d3f2cac822bc76b2f6f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fknackhq&secure%5Burl_type%5D=linkedin_company_website)  
89 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Construction, Information Technology and Services
- **Company Size:** 57% Small, 31% Medium

#### What Do G2 Reviewers Say About Knack?

_AI-generated summary from verified user reviews_

##### Pros

- Users value Knack's **ease of use** , finding it user-friendly for basic tasks and powerful in functionality.
- Users find Knack to be **very intuitive** , allowing for quick app building and easy configuration even for beginners.
- Users value the **quick response of customer support** in assisting them effectively with their Knack experience.
- Users find Knack's platform **easy to learn** , aided by intuitive design and helpful onboarding support.
- Users value Knack's **simplicity** , finding it easy to configure and perfect for managing complex tasks efficiently.

##### Cons

- Users find the **missing features** in Knack, like search options and testing tools, significantly limit app development efficiency.
- Users find **limited customization** in Knack, facing challenges with page organization and filtering in large apps.
- Users face significant **feature limitations** , like absence of duplicate removal and poor page management in Knack applications.
- Users find Knack has **limited features** such as inadequate tools and restricted filtering options in Builder.
- Users encounter **feature issues** with Knack, such as limited developer tools and inadequate filtering for page management.

#### What Are Recent G2 Reviews of Knack?

**["Knack Streamlines Workflows with Reliable Performance and Solid ROI"](https://www.g2.com/survey_responses/knack-review-13076676)**

**Rating:** 4.5/5.0 stars

_— Vineet S._

[Read full review](https://www.g2.com/survey_responses/knack-review-13076676)

**["Ten Year Knack user"](https://www.g2.com/survey_responses/knack-review-9968994)**

**Rating:** 4.5/5.0 stars

_— Verified User in Non-Profit Organization Management_

[Read full review](https://www.g2.com/survey_responses/knack-review-9968994)

#### What Are G2 Users Discussing About Knack?

- [Is knack Hipaa compliant?](https://www.g2.com/discussions/is-knack-hipaa-compliant)
- [What is knack help?](https://www.g2.com/discussions/what-is-knack-help)
- [What is knack database?](https://www.g2.com/discussions/what-is-knack-database)
- [What is knack software?](https://www.g2.com/discussions/what-is-knack-software)

### [folk](https://www.g2.com/products/folk-folk/reviews)

folk is like the sales assistant your team never had. Our CRM is simple, integrated, and proactive. The tool of choice for over 3000+ award-winning service businesses around the world. folk does the busy work for you, so you can focus on building real relationship - Sync all your inboxes and centralize your history of interactions - Import contacts from anywhere on the web with our folkX extension - Find emails and contact details with 1-click Enrichment - Customize pipeline views and collaborate on deals as a team - Automate workflows with over 6,000+ integrations - Send messages, schedule multi-step sequences, and personalize faster with templates Client management is complicated enough, your CRM doesn’t have to be…

**Average Rating:** 4.5/5.0

**Total Reviews:** 333

#### How Do G2 Users Rate folk?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind folk?

- **Seller:** [folk](https://www.g2.com/sellers/folk)
- **Year Founded:** 2020
- **HQ Location:** Distributed Team, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6b2d02f271109c085b2bd6dec793a3b49fdb6cabec4f455e1d82ca99087f716a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffolkhq%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
63 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Consulting, Marketing and Advertising
- **Company Size:** 96% Small, 3% Medium

#### What Do G2 Reviewers Say About folk?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Folk to be **user-friendly and simple** , allowing easy setup and efficient contact management without the clutter.
- Users appreciate the **clean and easy usability** of Folk, enhancing organization and relationship management effortlessly.
- Users appreciate the **excellent customer support** and intuitive design, finding great tools for sales management.
- Users appreciate the **intuitive interface** and seamless integrations, making client management much easier and efficient.
- Users appreciate the **clean and easy contact management** of Folk, enhancing organization and relationship tracking effortlessly.

##### Cons

- Users note a **lack of essential features** in Folk, limiting flexibility and increasing reliance on workarounds.
- Users find the **limited features** of Folk restrict their capabilities and foresee the need for more robust options.
- Users experience **email issues** with integration and features, leading to setup difficulties and missing functionalities.
- Users note the **limited email marketing functionality** in Folk compared to other CRMs, affecting overall email management.
- Users face **integration issues** with Folk CRM, affecting email visibility and the functionality of external extensions.

#### What Are Recent G2 Reviews of folk?

**["Simple Yet Powerful CRM That Fits Modern Relationship Management"](https://www.g2.com/survey_responses/folk-review-12595374)**

**Rating:** 5.0/5.0 stars

_— Chris O._

[Read full review](https://www.g2.com/survey_responses/folk-review-12595374)

**["folk Makes Contact Management Easy, with Powerful Enrichment and Responsive Support"](https://www.g2.com/survey_responses/folk-review-13091328)**

**Rating:** 5.0/5.0 stars

_— Alli M._

[Read full review](https://www.g2.com/survey_responses/folk-review-13091328)

### [Oracle Siebel](https://www.g2.com/products/oracle-siebel/reviews)

The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why Oracle? Siebel delivers a combination of transactional, analytical, and engagement features to manage all customer-facing operations. With solutions tailored to more than 20 industries, Siebel CRM delivers comprehensive on premise and on demand CRM solutions that are tailored industry solutions with ole-based customer intelligence and pre-built integration.

**Average Rating:** 3.5/5.0

**Total Reviews:** 418

#### How Do G2 Users Rate Oracle Siebel?

- **Has the product been a good partner in doing business?:** 7.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle Siebel?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Who Uses This:** Consultant, Customer Service Representative
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 63% Large, 26% Medium

#### What Do G2 Reviewers Say About Oracle Siebel?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Oracle Siebel **easy to use** , facilitating seamless integration into daily workflows and training.
- Users find the **easy setup** of Oracle Siebel to be time-efficient and beneficial for daily business operations.
- Users appreciate the **robust features** of Oracle Siebel, making customer management and business activities seamless and efficient.
- Users value the **seamless integration** of Oracle Siebel, enhancing daily workflows and customer management efficiently.
- Users praise the **responsive customer support** of Oracle Siebel, enhancing their overall experience and productivity.

##### Cons

- Users struggle with the **steep learning curve** of Oracle Siebel, making initial usage challenging and time-consuming.
- Users face **connectivity issues** when accessing Oracle Siebel in the field, affecting data retrieval and speed.
- Users find Oracle Siebel's **high complexity** challenging initially, requiring time and upgrades to navigate efficiently.
- Users occasionally face **unusable system issues** with Oracle Siebel, which can disrupt their experience significantly.
- Users find Oracle Siebel **expensive** , making it challenging for small enterprises to invest in its implementation and usage.

#### What Are Recent G2 Reviews of Oracle Siebel?

**["Unmatched Data Integrity and Robust Architecture for Enterprise Workflows"](https://www.g2.com/survey_responses/oracle-siebel-review-12918458)**

**Rating:** 5.0/5.0 stars

_— Anup A._

[Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12918458)

**["Effortless Transition, Needs UI Upgrade"](https://www.g2.com/survey_responses/oracle-siebel-review-12827916)**

**Rating:** 4.0/5.0 stars

_— Vivek M._

[Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12827916)

#### What Are G2 Users Discussing About Oracle Siebel?

- [What is Oracle Siebel used for?](https://www.g2.com/discussions/what-is-oracle-siebel-used-for) - 1 comment

### [Vendasta AI Platform](https://www.g2.com/products/vendasta-ai-platform/reviews)

From agency to enterprise, the Vendasta platform is the only end-to-end management software for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bill and fulfill projects—all within a single platform. Vendasta turns complex data and instructions into easy-to-manage AI employees that work across the Vendasta platform, so businesses can grow while staying focused on what they do best. Vendasta’s AI employees come pre-configured with the skills and personality to fit any business. You can easily customize them using simple language too—no coding required. Whether it’s lead capture, automating customer communication, or managing content, the AI employees have you covered. Visit our Trust Center at trust.vendasta.com for security documentation, compliance certifications, and data privacy details.

**Average Rating:** 4.5/5.0

**Total Reviews:** 534

#### How Do G2 Users Rate Vendasta AI Platform?

- **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.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Vendasta AI Platform?

- **Seller:** [Vendasta](https://www.g2.com/sellers/vendasta)
- **Company Website:** www.vendasta.com
- **Year Founded:** 2008
- **HQ Location:** Saskatchewan
- **Twitter:** @Vendasta  
3,930 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b6544d4f9729fc9e50198db32a7076ab16ab3af165e6fcdb3dd871aa2845ce6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F203666%2F&secure%5Burl_type%5D=linkedin_company_website)  
752 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Management Consulting
- **Company Size:** 84% Small, 10% Medium

#### What Do G2 Reviewers Say About Vendasta AI Platform?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **intuitive design and outstanding support** of the Vendasta AI Platform, enhancing service delivery and client satisfaction.
- Users value the **outstanding customer support** team at Vendasta, ensuring responsive and knowledgeable assistance for their needs.
- Users find the **ease of use** of the Vendasta AI Platform enhances efficiency and client engagement effortlessly.
- Users value the **all-in-one dashboard** of Vendasta AI Platform, making management of SEO and marketing tools seamless.
- Users admire the **efficiency** of Vendasta AI Platform, significantly reducing manual tasks and enhancing productivity.

##### Cons

- Users find the **learning curve steep** , with complexities in integrations and automations that hinder easier usage.
- Users find Vendasta AI Platform has **limited features** and complicated onboarding, making it hard to fully utilize.
- Users find the **difficult learning curve** challenging, particularly with integrations that can be overwhelming and complex.
- Users express frustration over **missing features** , such as improved proposals and effective project management within the Vendasta AI Platform.
- Users find the **complexity of integrations and automations** frustrating, leading to challenges in setup and execution.

#### What Are Recent G2 Reviews of Vendasta AI Platform?

**["Amazing AI Assistants, Simple to Use, and Fairly Priced"](https://www.g2.com/survey_responses/vendasta-ai-platform-review-13099105)**

**Rating:** 5.0/5.0 stars

_— Carl B._

[Read full review](https://www.g2.com/survey_responses/vendasta-ai-platform-review-13099105)

**["Revolutionized Our Client AI Integration"](https://www.g2.com/survey_responses/vendasta-ai-platform-review-12265277)**

**Rating:** 5.0/5.0 stars

_— Chris H._

[Read full review](https://www.g2.com/survey_responses/vendasta-ai-platform-review-12265277)

#### What Are G2 Users Discussing About Vendasta AI Platform?

- [How has CalendarHero improved your scheduling processes, and what features do you find most useful?](https://www.g2.com/discussions/how-has-calendarhero-improved-your-scheduling-processes-and-what-features-do-you-find-most-useful) - 1 comment
- [What is Vendasta used for?](https://www.g2.com/discussions/what-is-vendasta-used-for)
- [What is About.Me used for?](https://www.g2.com/discussions/what-is-about-me-used-for)
- [What is MatchCraft's AdVantage used for?](https://www.g2.com/discussions/what-is-matchcraft-s-advantage-used-for)
- [How do you automate zoom?](https://www.g2.com/discussions/calendarhero-how-do-you-automate-zoom) - 1 comment

### [Freshsales](https://www.g2.com/products/freshsales/reviews)

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,198

#### How Do G2 Users Rate Freshsales?

- **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.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Freshsales?

- **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks)
- **Year Founded:** 2010
- **HQ Location:** San Mateo, CA
- **Twitter:** @FreshworksInc  
19,020 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f531480627d021846a1bab97814f28776888079b40b7e07b52045e7d1e35c99&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffreshworks-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
7,505 employees on LinkedIn®
- **Ownership:** NASDAQ: FRSH

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Freshsales?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Freshsales, finding it user-friendly and intuitive for managing tasks.
- Users love the **user-friendly interface and extensive features** of Freshsales, enhancing their overall experience and efficiency.
- Users find Freshsales to be a **helpful CRM tool** that effectively tracks business development leads and deals.
- Users appreciate the **responsive customer support** of Freshsales, enhancing their experience with seamless onboarding and guidance.
- Users appreciate the **intuitive design** of Freshsales, finding it easy to learn and navigate across devices.

##### Cons

- Users find **missing features** in Freshsales, leading to frustration with reporting, automation, and configuration inconsistencies.
- Users find Freshsales to have **limited features** that hinder workflow management and overall user experience, prompting consideration of alternatives.
- Users find **configuration complexities** and limited reporting capabilities in Freshsales, impacting their overall CRM experience.
- Users find the **learning curve steep** , particularly with reporting and automated workflows in Freshsales.
- Users find the **limited customization** options frustrating, particularly with reporting and adding custom fields.

#### What Are Recent G2 Reviews of Freshsales?

**["Logistics-Friendly CRM Lacks Mature Industry Interoperability"](https://www.g2.com/survey_responses/freshsales-review-12858179)**

**Rating:** 4.5/5.0 stars

_— Vehz H._

[Read full review](https://www.g2.com/survey_responses/freshsales-review-12858179)

**["A Practical CRM for Managing Leads and Customer Interactions"](https://www.g2.com/survey_responses/freshsales-review-12946886)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/freshsales-review-12946886)

#### What Are G2 Users Discussing About Freshsales?

- [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote
- [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) - 2 comments
- [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) - 1 comment
- [What are the major types of CRM?](https://www.g2.com/discussions/what-are-the-major-types-of-crm) - 1 upvote
- [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) - 1 comment

### [Salestarget.ai](https://www.g2.com/products/salestarget-ai/reviews)

Find & Enrich with 840M+ profiles. Validate contacts. Reach buyers on Email and LinkedIn. Close with a CRM built for salespeople — Power Dialer included. SalesTarget.ai is an AI-powered Sales Intelligence Operating System (Sales OS) built for outbound-driven B2B companies, agencies, and modern revenue teams. It centralizes every stage of the sales workflow — from data intelligence and enrichment to outreach, pipeline management, and AI assistance — eliminating the need for multiple disconnected tools. At its core is the Intelligence Engine: a unified lead enrichment and prospecting platform powered by 840M+ profiles, 150M+ company entities, 4,000+ data signals, and 50+ premium data providers. Discover and enrich any prospect with firmographic, technographic, contact, and behavioural data — including real-time intent signals that surface in-market buyers before your competitors do. Cold Email Outreach helps revenue teams scale personalized campaigns with smart sending, warm-up sequences, advanced spintax, unified inbox, and deliverability-optimized workflows. Power Dialer gives sales reps the ability to auto-dial sequentially through call lists directly from the CRM — maximizing talk time, eliminating manual dialing, and keeping every call logged and tracked in one place. LinkedIn Automation extends reach across channels with connection requests, InMail sequences, profile engagement, and drip follow-ups — all coordinated with email and phone for true multichannel prospecting. Built-in Email Validation cleans and verifies every contact before outreach, reducing bounce rates and protecting sender reputation. An integrated CRM manages the full pipeline — deals, touchpoints, call logs, tasks, and team collaboration — without needing an external tool. AI Co-pilot ties everything together. Through simple chat commands, it finds leads, builds sequences, launches campaigns, summarizes analytics, and audits performance in real time. SalesTarget.ai: Intelligence → Enrichment → Validation → Email → Power Dialer → LinkedIn → CRM → AI Co-pilot. One platform. Infinite scale.

**Average Rating:** 4.8/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Salestarget.ai?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Salestarget.ai?

- **Seller:** [Salestarget LLC](https://www.g2.com/sellers/salestarget-llc)
- **Year Founded:** 2024
- **HQ Location:** Newark, US
- **Twitter:** @Salestargetai  
20 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f126cb83bf0ab052cae5c2bd3dc53eb64438b92a327160f296dfcf0b89045e9d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalestarget-ai&secure%5Burl_type%5D=linkedin_company_website)  
24 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CTO, CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 77% Small, 39% Medium

#### What Do G2 Reviewers Say About Salestarget.ai?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **effective CRM integration and automation** of Salestarget.ai, streamlining sales processes and enhancing engagement.
- Users appreciate the **efficiency** of Salestarget.ai, enhancing outreach and analytics while supporting diverse sales stages effortlessly.
- Users value the **ease of use** of SalesTarget.ai, seamlessly integrating into existing workflows for effective outreach automation.
- Users value the **time-saving capabilities** of Salestarget.ai, streamlining outreach across channels and enhancing prospecting efficiency.
- Users commend the **seamless lead generation** capabilities of Salestarget.ai, enhancing efficiency and engagement across multiple channels.

##### Cons

- Users note the **incomplete information** in Salestarget.ai leads to occasional manual verification and inconsistent data quality.
- Users note a **steep learning curve** , requiring time to master complex features and workflows for optimal results.
- Users find that **campaign management requires constant monitoring** , affecting the efficiency of data handling and performance insights.
- Users experience **inadequate reporting** which complicates performance tracking, especially for LinkedIn-specific engagement.
- Users face a **learning difficulty** initially, as some features are not obvious and require time to master.

#### What Are Recent G2 Reviews of Salestarget.ai?

**["SalesTarget.ai: An All-in-One, User-Friendly Platform with a Game-Changing AI Co-Pilot"](https://www.g2.com/survey_responses/salestarget-ai-review-13129630)**

**Rating:** 5.0/5.0 stars

_— Imed R._

[Read full review](https://www.g2.com/survey_responses/salestarget-ai-review-13129630)

**["It helps Building a targeted prospect list less time consuming"](https://www.g2.com/survey_responses/salestarget-ai-review-13035537)**

**Rating:** 5.0/5.0 stars

_— Jennifer S._

[Read full review](https://www.g2.com/survey_responses/salestarget-ai-review-13035537)

### [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews)

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

**Average Rating:** 3.8/5.0

**Total Reviews:** 1,463

#### How Do G2 Users Rate Dynamics 365 Sales?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Dynamics 365 Sales?

- **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft)
- **Year Founded:** 1975
- **HQ Location:** Redmond, Washington
- **Twitter:** @microsoft  
13,091,739 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
231,632 employees on LinkedIn®
- **Ownership:** MSFT

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Dynamics 365 Sales?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Dynamics 365 Sales, benefiting from its intuitive design and seamless Microsoft integration.
- Users value the **seamless integration** with Microsoft products, enhancing efficiency and streamlining processes in Dynamics 365 Sales.
- Users value the **efficient lead management** capabilities of Dynamics 365 Sales, enhancing sales performance and productivity.
- Users find Dynamics 365 Sales **extremely helpful** for tracking leads and boosting sales productivity effectively.
- Users value the **excellent customization options** in Dynamics 365 Sales, enhancing efficiency and improving workflow management.

##### Cons

- Users experience a **steep learning curve** with Dynamics 365 Sales, especially if unfamiliar with CRM systems.
- Users struggle with the **complex customization** of Dynamics 365 Sales, often requiring significant time and technical support.
- Users find the interface of Dynamics 365 Sales **not intuitive** , making navigation and task completion sometimes cumbersome.
- Users note that the **licensing costs** for Dynamics 365 Sales can escalate quickly with added features and complexities.
- Users notice **limited features** in Dynamics 365 Sales, particularly in on-premise versions, impacting overall user experience.

#### What Are Recent G2 Reviews of Dynamics 365 Sales?

**["Strong Microsoft integration and 360° customer view with compelling sales automation"](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697)**

**Rating:** 5.0/5.0 stars

_— Andreas S._

[Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697)

**["A flexible CRM platform for modern sales teams"](https://www.g2.com/survey_responses/dynamics-365-sales-review-13098708)**

**Rating:** 5.0/5.0 stars

_— Argenis P._

[Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-13098708)

#### What Are G2 Users Discussing About Dynamics 365 Sales?

- [I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?](https://www.g2.com/discussions/i-m-new-to-dynamics-365-sales-and-struggling-to-set-up-and-customize-the-sales-pipeline-can-someone-guide-me-through-this-process) - 2 comments
- [What is Dynamics 365 Sales used for?](https://www.g2.com/discussions/what-is-dynamics-365-sales-used-for) - 1 comment
- [Is Dynamics 365 any good?](https://www.g2.com/discussions/is-dynamics-365-any-good)
- [What Dynamics 365 application can be used for point of sales?](https://www.g2.com/discussions/what-dynamics-365-application-can-be-used-for-point-of-sales) - 1 comment
- [What is the difference between Dynamics CRM and Dynamics 365?](https://www.g2.com/discussions/what-is-the-difference-between-dynamics-crm-and-dynamics-365)

### [Salesflare](https://www.g2.com/products/salesflare/reviews)

Salesflare is the intelligent CRM that small and medium-sized businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can't fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers. Salesflare works wherever you work and with whatever you are working with. Use it on desktop, mobile or just from a sidebar straight from your email inbox (Gmail and Outlook) and LinkedIn. Get even more out of Salesflare by integrating with 5000+ other productivity tools, such as Google Workspace, MailChimp, Trello and Slack.

**Average Rating:** 4.8/5.0

**Total Reviews:** 296

#### How Do G2 Users Rate Salesflare?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Salesflare?

- **Seller:** [Salesflare](https://www.g2.com/sellers/salesflare)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **Twitter:** @salesflare  
7,012 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d841cd618d72ed159782b3131ee8ab2949d539059b368316e2e2fd9715140afe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesflare%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Co-Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 79% Small, 14% Medium

#### What Do G2 Reviewers Say About Salesflare?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Salesflare, enhancing their productivity with its intuitive interface and automation.
- Users appreciate the **responsive support** and email capabilities of Salesflare, enhancing their CRM experience significantly.
- Users love the **time-saving automation** of Salesflare, effortlessly managing interactions and streamlining workflows for higher efficiency.
- Users love the **seamless automation** of Salesflare, boosting productivity and ensuring no lead is overlooked.
- Users love the **automation features** of Salesflare, enhancing efficiency by streamlining workflows and capturing essential interactions effortlessly.

##### Cons

- Users note the **missing features** in Salesflare may limit its appeal for teams needing advanced customization.
- Users feel the **limited features** of Salesflare may not meet the needs of all companies effectively.
- Users find **limited customization** options in Salesflare, making it less flexible than other CRM tools like Salesforce.
- Users point out that **reporting issues** exist, with a desire for more advanced analytics capabilities.
- Users find **limited customization options** in Salesflare, affecting their ability to tailor the CRM to their needs.

#### What Are Recent G2 Reviews of Salesflare?

**["Responsive Human Support and Continuous Innovation That Keeps Getting Better"](https://www.g2.com/survey_responses/salesflare-review-12974906)**

**Rating:** 4.5/5.0 stars

_— Verified User in Media Production_

[Read full review](https://www.g2.com/survey_responses/salesflare-review-12974906)

**["Simplistic Yet Powerful CRM with Stellar Support"](https://www.g2.com/survey_responses/salesflare-review-12441506)**

**Rating:** 5.0/5.0 stars

_— Matthew L._

[Read full review](https://www.g2.com/survey_responses/salesflare-review-12441506)

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 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated March 5, 2025

Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The [best CRM software](https://www.g2.com/articles/best-crm-software) centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships.

CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles.

[CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals.

There are many different [types of CRM software](https://learn.g2.com/types-of-crm-software) provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help.

The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication.

To qualify for inclusion in the CRM category, a product must:

- Provide a bounded set of sales-related functions
- Provide lead, contact, account, and opportunity management functions
- Capture and store sales activities and interactions performed
- Consolidate customer history and transactions into a single interface
- Track prospects and contacts throughout the sales pipeline
- Facilitate communication at all phases of the customer lifecycle
- Provide reporting features to track sales performance
- Provide workflow automation capabilities to streamline sales processes
- Integrate functions into a unifying database and platform

Show More

* * *

## How Do You Choose the Right CRM Software?

### 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:&nbsp;

1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews)&nbsp;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)&nbsp;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)&nbsp;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&nbsp;_[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen)

_Reviewed and edited by&nbsp;_[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)