# Best CRM Software - Page 66 ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,085 ### 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 - 121,800+ Authentic Reviews - 1,085+ 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=2026-07-31T01%3A31%3A33Z&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%3FhsPreviewerApp%3Dblog_post%26page%3D66&secure%5Btoken%5D=e2686e5c312bf4ea27411c684a9da367b6280d6900641120f4952d464bb6b878&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) ### [Opportunity CRM](https://www.g2.com/products/opportunity-crm/reviews) Opportunity® combines the power of an intuitive CRM with integrated AI and operational BI. Real-time data, smart automation, and modular flexibility to help your company grow without complications. #### Who Is the Company Behind Opportunity CRM? - **Seller:** [Opportunity](https://www.g2.com/sellers/opportunity) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [OpsArrow](https://www.g2.com/products/opsarrow/reviews) OpsArrow Solve 2 Key Problems for Businesses: - One-time investment: Say goodbye to per-user fees. OpsArrow offers a one-time investment, making it cost-effective for growing businesses. - Full Data Ownership: Maintain complete control over your data with on-premise or cloud deployment. OpsArrow CRM Enables You To: - Create Multiple Pipelines: Organize your sales process with customizable pipelines. - Assign Users to Pipelines: Easily collaborate by adding team members to relevant pipelines. - Define Pipeline Stages: Track lead progress by tagging leads to stages, with views in Kanban or tabular format. - Manage Lead Information: Plan follow-ups with timelines and statuses to ensure no lead is missed. - Set Lead Actions: Plan follow-up actions for leads, ensuring no opportunities are missed. - Create and Track Deals: Attach files, notes, and track deal progress. - Client Management: Store client details, account managers, contacts, attachments, and notes in one place. #### Who Is the Company Behind OpsArrow? - **Seller:** [OpsArrow](https://www.g2.com/sellers/opsarrow) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d410821858cf4aabd8d43284fefb30bbd9f7e3d8f15d149eb8068bd31256d33&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fopsarrow%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [OptiKratos](https://www.g2.com/products/optikratos/reviews) OptiKratos is a modern, AI-powered business management platform designed to help growing companies and enterprises gain complete control over their operations through intelligent optimization, automation, and data-driven decision-making. Built with scalability and flexibility at its core, OptiKratos brings together ERP, CRM, analytics, and workflow automation into a single, unified ecosystem—eliminating data silos, reducing operational friction, and improving organizational clarity. From customer relationship management and sales pipelines to finance, operations, inventory, analytics, and automation, OptiKratos enables teams to work smarter, faster, and more efficiently from one centralized platform. Key Capabilities Unified ERP & CRM – Manage customers, sales, finance, operations, and resources in one system AI-Assisted Workflows – Automate repetitive tasks and gain actionable insights Advanced Analytics & Reporting – Turn real-time data into informed business decisions Modular & Scalable Architecture – Use only what you need, scale as you grow Modern, Intuitive Interface – Designed for speed, clarity, and ease of use Role-Based Access & Security – Built for teams of all sizes and structures Who Uses OptiKratos? Startups scaling operations Small and mid-sized businesses modernizing processes Enterprises managing complex, multi-department ecosystems Agencies, service providers, manufacturers, and multi-branch organizations Why OptiKratos? Unlike traditional systems that are rigid and fragmented, OptiKratos focuses on intelligent optimization over brute-force complexity. It empowers leaders with clarity, teams with efficiency, and businesses with strategic control. OptiKratos helps organizations move from scattered tools to structured growth—faster, smarter, and with confidence. #### Who Is the Company Behind OptiKratos? - **Seller:** [OptiKratos](https://www.g2.com/sellers/optikratos) - **Year Founded:** 2025 - **HQ Location:** Newark, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cc4afe72166337786b1d2df8107e06c7779fbdcdf8b1a9fcc1aa599af2b242f6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foptikratos%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Outperform](https://www.g2.com/products/outperform-outperform/reviews) OutPerform offers a suite of CRM software solutions, including AI Outreach, AI Agent, and WhatsApp CRM, designed to enhance lead management and customer engagement. Their products cater to various industries such as real estate, insurance, automotive, finance, education, and SMEs, focusing on automating processes and improving communication. The company emphasizes rapid response times and personalized interactions, leveraging generative AI to qualify leads and drive sales success. #### Who Is the Company Behind Outperform? - **Seller:** [OutPerform](https://www.g2.com/sellers/outperform) - **Year Founded:** 2009 - **HQ Location:** Kuala Lumpur, MY - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c9cb12b2062eb56f9a88799c6c92b89923287aeb66f5a22cf7bab3c64102e3e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnexcrm%2F&secure%5Burl_type%5D=linkedin_company_website) 14 employees on LinkedIn® ### [Outsolvi](https://www.g2.com/products/outsolvi/reviews) Outsolvi is a multichannel sales engagement and email tracking platform with bot-open filtering at its core. Unlike tools that count every open - including automated bot and security-scanner opens that distort your data - Outsolvi shows you only real human engagement. Outlook-native with sequences, reply detection, and multichannel outreach, built for sales and revenue teams who make decisions off engagement signals. #### Who Is the Company Behind Outsolvi? - **Seller:** [Outsolvi](https://www.g2.com/sellers/outsolvi) - **Year Founded:** 2025 - **HQ Location:** Dubai, AE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6406a12f9e4d0a849527089b4856de9f9a372ffbf1982853a8d61fec23bf2c23&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutsolvi&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Özgürkod CRM Yazılım Çözümleri](https://www.g2.com/products/ozgurkod-crm-yazilim-cozumleri/reviews) ÖzgürKod CRM Yazılım Çözümleri, işletmelerin müşteri ilişkilerini, satış süreçlerini ve operasyonel faaliyetlerini tek bir platformda yönetmelerini sağlayan kapsamlı bir yazılımdır. Karmaşık iş süreçlerini basitleştirerek verimliliği artırır ve sürdürülebilir büyümeyi destekler. Ana Özellikler ve Fonksiyonlar: - Müşteri Yönetimi: Tüm müşteri bilgilerini merkezi bir veritabanında toplayarak, iletişim geçmişini ve etkileşimleri takip etme imkânı sunar. - Satış ve Pazarlama: Satış fırsatlarını yönetme, teklif ve anlaşmaları takip etme, randevu planlama ve birleşik gelen kutusu gibi araçlarla satış süreçlerini optimize eder. - Operasyon ve Finans: Ödeme ve tahsilat işlemlerini yönetme, görev atama ve takibi, ürün ve hizmetlerin düzenlenmesi, dinamik raporlama ve analiz gibi fonksiyonlarla operasyonel süreçleri kolaylaştırır. - Entegrasyonlar: WhatsApp, Telegram, Meta Formlar ve web formları gibi çeşitli platformlarla entegrasyon sağlayarak veri kaynaklarını bir araya getirir ve iş süreçlerini sorunsuz hale getirir. - Yapay Zeka Destekli Araçlar: ROI takip sistemi, yapay zeka ile iletişim analizi, hızlı şikayet tespiti ve CRM görüşme segmentasyonu gibi özelliklerle iş süreçlerini daha akıllı hale getirir. Ürünün Temel Değeri ve Çözüm Sağladığı Alanlar: ÖzgürKod CRM, işletmelerin dağınık ve bağlantısız araçlar ile veri kaynaklarını tek bir platformda birleştirerek, iş süreçlerini daha verimli ve şeffaf hale getirir. Bu sayede müşteri memnuniyeti artar, satış süreçleri hızlanır ve operasyonel verimlilik yükselir. Ayrıca, yapay zeka destekli analizler ve entegrasyonlar sayesinde işletmeler, müşteri ilişkilerini daha etkin yönetebilir ve rekabet avantajı elde edebilir. #### Who Is the Company Behind Özgürkod CRM Yazılım Çözümleri? - **Seller:** [OZGURKOD](https://www.g2.com/sellers/ozgurkod) - **Year Founded:** 2023 - **HQ Location:** İSTANBUL, TR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3cf284470edab1699a7a6ee13a5afb69c8822378880b8f361d8bf5570f11790f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fozgurkod%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Pandra App](https://www.g2.com/products/pandra-app/reviews) Designed by professionals and experts in business management, Pandra responds to all the difficulties of business management processes, team management and project management. Adopt a complete all-in-one solution, centralize all your activity in a single tool accessible online and designed for collaborative work and resource sharing. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 #### Who Is the Company Behind Pandra App? - **Seller:** [Pandra](https://www.g2.com/sellers/pandra) - **HQ Location:** Toulouse, FR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d00559ede6bc028d2e1e35c45f56f86e8265fdc9d9fa990b5539ee098e17f54&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpandra&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Large ### [PAX ERP](https://www.g2.com/products/pax-erp/reviews) PAX ERP is a cloud-based ERP and CRM platform built specifically for small manufacturing companies. It was developed inside a medical device manufacturing facility by a team that needed a better system for their own operation and couldn't find one at a reasonable price. The result is a modern, full-featured platform designed for manufacturers with 5 to 50 employees who need production planning, inventory management, financial reporting, and customer management in a single system. PAX combines core ERP functionality with an integrated CRM, eliminating the need to run separate systems for manufacturing operations and sales management. On the ERP side, the platform covers production planning with MRP, bill of materials management, lot and expiration tracking, inventory control with automated reorder points, purchasing, GAAP-compliant financial reporting, shipping integration with FedEx and UPS label generation, and e-commerce synchronization. Real-time dashboards provide visibility into shop floor performance, inventory levels, and financial data. The interface is touchscreen-friendly, designed to be used by operators on the production floor (not just office staff). The built-in CRM manages the full customer lifecycle from first contact through repeat orders. Features include prospect and lead management, opportunity tracking with probability-weighted revenue forecasting, quote generation with one-click conversion to sales orders, activity logging for calls and meetings, task management, email templates, and customer segmentation. Because the CRM shares data with the ERP, sales teams have visibility into production status, inventory availability, and order history without switching between platforms. PAX is designed for small manufacturers with simple to moderate bills of materials and straightforward production workflows. It is well suited for industries such as medical devices, consumer packaged goods, electronics assembly, cosmetics, supplements, and light industrial manufacturing. The platform is not intended for large enterprises, highly complex multi-level BOMs, or manufacturers requiring deep industry-specific compliance modules such as AS9100 or IATF 16949. Implementation is measured in days, not months. PAX handles data migration at no additional cost in most cases, and the system does not require consultants or extensive IT resources to deploy. Pricing is transparent and published, with plans starting at $200 per month (significantly below the cost of most comparable manufacturing ERP systems). A free trial is available for teams who want to test run the system. Thanks for reading about PAX ERP + CRM. If you would like to learn more, please visit our website. #### Who Is the Company Behind PAX ERP? - **Seller:** [PAX ERP](https://www.g2.com/sellers/pax-erp) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=840f0b61fa2f7a62c7b50b61bd8d51695e69f636cbd0fedccd1069a83064e8a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpax-erp&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Pegasus Suite KI-CRM](https://www.g2.com/products/pegasus-suite-ki-crm/reviews) Pegasus Suite: Die KI-zentrierte All-in-One CRM-Plattform Die Pegasus Suite ist eine hochmoderne Business-Software, die klassisches Customer Relationship Management (CRM) mit wegweisender künstlicher Intelligenz vereint. Sie dient als digitale Schaltzentrale für Unternehmen, die ihre Vertriebs- und Serviceprozesse nicht nur verwalten, sondern aktiv automatisieren wollen. Die Kern-Highlights der Plattform: Intelligente Voice AI: Das Herzstück der Suite ist die nahtlose Integration von KI-Telefonagenten. Die Plattform kann Anrufe vollautomatisch entgegennehmen, qualifizieren und transkribieren, wodurch die Erreichbarkeit auf 24/7 steigt. 360°-Kundenmanagement: Alle Interaktionen – von E-Mails über Telefonate bis hin zu Notizen – fließen in einer zentralen, digitalen Kundenakte zusammen. Das sorgt für maximale Transparenz im Team. Automatisierte Workflows: Repetitive Aufgaben und komplexe Vertriebspipelines lassen sich durch intuitive Automatisierungen abbilden, was die Fehlerquote senkt und die Effizienz steigert. Datensicherheit „Made in Germany“: Als DSGVO-konforme Lösung setzt die Pegasus Suite auf Hosting in deutschen Rechenzentren und bietet damit höchste Sicherheitsstandards für sensible Unternehmensdaten. Ganzheitliches Ökosystem: Neben dem CRM-Kern bietet die Suite Module für Terminbuchungen, Bewerbermanagement und Prozessoptimierung, die alle perfekt ineinandergreifen. Fazit: Die Pegasus Suite ist mehr als ein Datenspeicher – sie ist ein aktiver Mitarbeiter, der durch den Einsatz von Voice-KI und smarten Automatisierungen den operativen Alltag spürbar entlastet. #### Who Is the Company Behind Pegasus Suite KI-CRM? - **Seller:** [Pegasus](https://www.g2.com/sellers/pegasus) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Pelatis CRM](https://www.g2.com/products/pelatis-crm/reviews) Pelatis is a CRM built for agencies and service businesses that handles the entire client journey, from the first lead to the signed contract to a finished onboarding, in one connected tool. Most CRMs are built around one job: managing the pipeline until a deal is won. But for agencies, studios, and consultants, "won" is where the real work begins. What typically happens next gets scattered across five different places: onboarding emails, intake forms sent separately, a standalone e-signature tool, a project board in Notion or ClickUp for kickoff, and Slack messages nobody can find again. Pelatis was built to close that gap. It connects lead capture, pipeline management, e-signatures, and client onboarding into a single flow, so a deal moving from "won" to "delivered" doesn't require five different logins. Core capabilities include customizable sales pipelines, a contact and lead timeline, native automation (trigger, condition, action, without needing a separate integration tool), email integration, smart lists and segmentation, and reporting. On top of that, Pelatis adds what most CRMs leave out: client intake forms, SOP and onboarding templates, project tracking, and built-in digital signing, so the handoff from sales to delivery happens inside the same system that tracked the deal. Pelatis is built for small, fast-moving teams, typically 1 to 15 people, including web design agencies, marketing and creative studios, and consulting practices currently relying on spreadsheets, Notion, or a CRM patched together with separate onboarding and e-signature tools. It's also a strong fit for small B2B sales teams that want a fast, no-bloat CRM without a lengthy rollout or a growing list of paid add-ons. The product is fast to set up (most teams are productive within a day, not after weeks of implementation) and pricing is flat and transparent, so unlocking automation, e-signatures, or reporting doesn't require jumping to a much higher tier as the team grows. Pelatis is hosted in Germany and fully GDPR/DSGVO-compliant, which matters both as a trust signal for security-conscious buyers and as a hard requirement for companies operating in the EU. In short, Pelatis is client onboarding software built into a real CRM: pipeline and deal management for the sales side, plus intake forms, e-signatures, SOPs, and project tracking for everything that happens after the deal closes. It's for teams that don't want their CRM to stop working the moment a client says yes. #### Who Is the Company Behind Pelatis CRM? - **Seller:** [Pelatis](https://www.g2.com/sellers/pelatis) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [PennyCRM](https://www.g2.com/products/pennycrm/reviews) PennyCRM is the CRM built specifically for Pennylane users. It syncs your Pennylane contacts and quotes directly into a drag-and-drop pipeline so your team works from the same data — no manual imports, no duplicates. Features include: native Pennylane integration via API, 6-column sales pipeline, contact management with CSV import/export, automated reminders, Google OAuth sign-up, and unlimited team members at €9/month after a free 14-day trial. Designed for French TPE/PME accountants, experts-comptables and DAF who run on Pennylane. #### Who Is the Company Behind PennyCRM? - **Seller:** [Polsia](https://www.g2.com/sellers/polsia-296e4a80-2873-43cb-ace6-9c532a7e997e) - **Year Founded:** 2025 - **HQ Location:** N/A - **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f852400a919ba866471ae1c370191f23f50ccb573524e74a3665695fba525477&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fpolsia%2F&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® ### [piaX](https://www.g2.com/products/piax/reviews) piaX ist eine mobile CRM-Lösung der mobileBlox GmbH, die Unternehmen dabei unterstützt, ihren Außendienst effizienter zu gestalten und die digitale Transformation voranzutreiben. Durch die tiefe Integration mit Microsoft Outlook und mobilen Endgeräten ermöglicht piaX eine nahtlose Synchronisation von ERP-Daten, wodurch Vertriebs- und Serviceprozesse optimiert werden. Hauptfunktionen und Merkmale: - Offline-Funktionalität: piaX ermöglicht es Außendienstmitarbeitern, auch ohne Internetverbindung auf Serviceaufträge zuzugreifen und diese zu bearbeiten. - Integration mit Microsoft Outlook: Durch die tiefe Integration in Kalender, Aufgaben, Kontakte und E-Mails haben Nutzer jederzeit einfachen Zugriff auf relevante Daten. - ERP-Synchronisation: Die Lösung synchronisiert zentral gespeicherte ERP-Daten mit Outlook und mobilen Geräten, wodurch eine einheitliche Adressbasis geschaffen und gepflegt wird. - Verwaltung komplexer Objekte: piaX ermöglicht die Verwaltung von (Bau-Objekten mit zugeordneten Vorhaben, Kontakten und Ansprechpartnern. - Digitale Serviceprozesse: Techniker können Arbeitszeiten, Material und Berichte direkt in Outlook erfassen und an das ERP-System zurückmelden. Primärer Nutzen und Problemlösung: piaX adressiert die Herausforderungen von Unternehmen, die ihre Außendienstaktivitäten digitalisieren und effizienter gestalten möchten. Durch die nahtlose Integration in bestehende Systeme und die Möglichkeit, auch offline zu arbeiten, verbessert piaX die Konnektivität und Effizienz von Vertriebs- und Serviceoperationen. Dies führt zu einer erhöhten Produktivität, einer besseren Datenqualität und einer stärkeren Kundenbindung. #### Who Is the Company Behind piaX? - **Seller:** [mobileBlox](https://www.g2.com/sellers/mobileblox) - **Year Founded:** 2012 - **HQ Location:** Leipzig, DE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e5e1a947b04eb5ab651160a05396af84e1ca9e771a930d29c1c0bf51b6fc7392&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmobileblox-gmbh&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® ### [Pipely](https://www.g2.com/products/pipely/reviews) Pipely tracks sales calls, commissions, and deal outcomes for high-ticket closers. #### Who Is the Company Behind Pipely? - **Seller:** [Pipely](https://www.g2.com/sellers/pipely) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Pipermind](https://www.g2.com/products/pipermind/reviews) Pipermind is a modern, easy-to-use sales CRM built for small businesses, startups, and sales teams who want clarity, control, and speed in managing deals without the complexity or cost of traditional CRMs. #### Who Is the Company Behind Pipermind? - **Seller:** [Pipermind](https://www.g2.com/sellers/pipermind) - **Year Founded:** 2020 - **HQ Location:** Dover, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45745baf6a2abab64045ec4665b614cf6b3c8342cc0147dde7e67b57486551a4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpipermind%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Pixelwand CRM](https://www.g2.com/products/pixelwand-crm/reviews) The intelligent revenue engine built for high-velocity sales teams. Automate the busywork, master your pipeline, and hit your number with AI-driven precision. #### Who Is the Company Behind Pixelwand CRM? - **Seller:** [Pixelwand](https://www.g2.com/sellers/pixelwand) - **Year Founded:** 2022 - **HQ Location:** Noida, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=36f979ec72d91406c97153f3f71b5ab46be2533f5e0041dfcdae14791cfac97b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpixelwand%2F&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/crm?order=g2_score&page=65&wfoid=2201b1f471.1779388385#product-list) - [1](/categories/crm?order=g2_score&wfoid=2201b1f471.1779388385#product-list) - [2](/categories/crm?order=g2_score&page=2&wfoid=2201b1f471.1779388385#product-list) - … - [62](/categories/crm?order=g2_score&page=62&wfoid=2201b1f471.1779388385#product-list) - [63](/categories/crm?order=g2_score&page=63&wfoid=2201b1f471.1779388385#product-list) - [64](/categories/crm?order=g2_score&page=64&wfoid=2201b1f471.1779388385#product-list) - [65](/categories/crm?order=g2_score&page=65&wfoid=2201b1f471.1779388385#product-list) - 66 - [67](/categories/crm?order=g2_score&page=67&wfoid=2201b1f471.1779388385#product-list) - [68](/categories/crm?order=g2_score&page=68&wfoid=2201b1f471.1779388385#product-list) - [69](/categories/crm?order=g2_score&page=69&wfoid=2201b1f471.1779388385#product-list) - [70](/categories/crm?order=g2_score&page=70&wfoid=2201b1f471.1779388385#product-list) - … - [72](/categories/crm?order=g2_score&page=72&wfoid=2201b1f471.1779388385#product-list) - [73](/categories/crm?order=g2_score&page=73&wfoid=2201b1f471.1779388385#product-list) - [Next ›Next ›](/categories/crm?order=g2_score&page=67&wfoid=2201b1f471.1779388385#product-list) Spotlight Categories [A/B Testing Tools](https://www.g2.com/categories/a-b-testing-tools) [Data Observability Software](https://www.g2.com/categories/data-observability) [Pricing Software](https://www.g2.com/categories/pricing) [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) [Product Lifecycle Management (PLM) Software](https://www.g2.com/categories/product-lifecycle-management-plm) Similar Categories - [Sales Compensation](/categories/sales-compensation) - [AI Sales Assistant](/categories/ai-sales-assistant) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) - [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i) [Browse CRM Themes](/categories/crm/themes) ![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:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)