# Best CRM Software - Page 5

## 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=128650&focus%5B%5D=3296&focus%5B%5D=1934)

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

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

**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=2026-07-29T01%3A24%3A18Z&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%3Fhs_amp%3Dtrue%26page%3D5&secure%5Btoken%5D=e3bc6f4032c5c92e4267aa86eff6896dcba2657414fc2a0d87ec76f827151084&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)

[
Superleap
](https://www.g2.com/products/superleap/reviews)

By [Superleap](https://www.g2.com/sellers/superleap)

[

4.6/5(28)

](https://www.g2.com/products/superleap/reviews)

What do users say?

Users consistently praise the user-friendly interface and efficient communication automation of Superleap, which significantly enhances lead management and engagement. The platform's ability to stream

Pros and Cons

[
Ease of Use (1)
](https://www.g2.com/products/superleap/reviews?qs=pros-and-cons)[
Integration Issues (1)
](https://www.g2.com/products/superleap/reviews?qs=pros-and-cons)

### [Superleap](https://www.g2.com/products/superleap/reviews)

Superleap is an enterprise-grade, AI-powered CRM built for modern sales, marketing, and operations teams that need speed, scale, and reliability. Designed for high-volume B2C and B2B use cases across industries like Education, Healthcare, and BFSI, Superleap streamlines lead management, account and opportunity workflows, and cross‑functional collaboration—so teams spend more time selling and less time managing tools. At its core, Superleap delivers a 98% customizable data model, native automations, and integrated communication rails (Email, WhatsApp, SMS, IVRS, RCS). Our modular suites—Sales Automation, Marketing Automation, Task Management, and Team & Access Management—enable consistent pipeline execution, role‑based permissions, and advanced reporting. Built‑in AI features—SuperDash, SuperBoards, and SuperFlows—surface real‑time insights, automate repetitive tasks, and accelerate decision‑making with guardrails for enterprise data governance. Implementation is fast and structured. We provide end‑to‑end scoping, user experience design, workflow configuration, integrations, training, and an extended hypercare phase to ensure smooth adoption. As an API‑first platform, Superleap offers REST APIs, webhooks, and low/no‑code builders for custom workflows, plus an open connector ecosystem for rapid integrations with lead sources and third‑party tools. Security and reliability are foundational. Superleap commits to 99.5% uptime, runs on cloud‑native infrastructure with multi‑region failover and WAF protection, and aligns with GDPR, HIPAA, SOC2, and ISO 27001 practices. Enterprise RBAC, audit logs, MFA/SSO, and data privacy controls (opt‑out, consent, deletion) are standard, helping compliance teams meet regulatory and internal policy requirements. Our pricing is simple and transparent: clear per‑user plans with no hidden à la carte charges. Pro covers everything growing teams need—unlimited workflows, forms, and custom dashboards—while Enterprise adds advanced security, compliance, scale, and governance. With dedicated technical account management and white‑glove support, Superleap helps organizations implement faster, adapt to change at 5× speed, and compound ROI through continuous iteration.

**Average Rating:** 4.6/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Superleap?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Contact & Account Management:** 9.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Superleap?

- **Seller:** [Superleap](https://www.g2.com/sellers/superleap)
- **Year Founded:** 2024
- **HQ Location:** Bengaluru South, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=109dec709311e1fc95710987542298806958ff8b5c8017bc41edbe6ab56da1f3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuperleapai%2F&secure%5Burl_type%5D=linkedin_company_website)  
55 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Education Management
- **Company Size:** 46% Medium, 39% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Superleap, finding it simple and intuitive for managing leads efficiently.
- Users value the **easy tracking** of Superleap, appreciating its intuitive design that enhances lead management efficiency.
- Users value the **simplicity and organization** of Superleap, significantly enhancing their efficiency in managing leads.
- Users value the **real-time call recordings** of Superleap, enhancing efficiency with instant activity logs.
- Users appreciate the **intuitive design** of Superleap, making lead management and follow-ups effortlessly simple and organized.

##### Cons

- Users find **integration issues** with Superleap, wishing for better connectivity with other tools and improved customization.
- Users feel that Superleap has **limited customization** , impacting reporting and integration options compared to mature CRMs.
- Users note the **limited features** of Superleap compared to more mature CRM options, affecting reporting and customization.
- Users struggle with **search issues** , finding it difficult to conduct effective global searches for their generated leads.

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

**["Reliable CRM for End-to-End Business Process Management"](https://www.g2.com/survey_responses/superleap-review-13076369)**

**Rating:** 4.5/5.0 stars

_— Tanya Saxena ._

[Read full review](https://www.g2.com/survey_responses/superleap-review-13076369)

**["AI-Powered CRM That Streamlines Integrations, Insights, and Team Efficiency"](https://www.g2.com/survey_responses/superleap-review-13141842)**

**Rating:** 5.0/5.0 stars

_— Yarab P._

[Read full review](https://www.g2.com/survey_responses/superleap-review-13141842)

[
Planhat
](https://www.g2.com/products/planhat/reviews)

By [Planhat](https://www.g2.com/sellers/planhat)

[

4.5/5(953)

](https://www.g2.com/products/planhat/reviews)

What do users say?

Users consistently praise the intuitive UI and customizability of Planhat, which allows teams to tailor workflows and dashboards to their specific needs. The platform's ability to centralize customer

Pros and Cons

[
Ease of Use (172)
](https://www.g2.com/products/planhat/reviews?qs=pros-and-cons)[
Learning Curve (92)
](https://www.g2.com/products/planhat/reviews?qs=pros-and-cons)

### [Planhat](https://www.g2.com/products/planhat/reviews)

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us.

**Average Rating:** 4.5/5.0

**Total Reviews:** 941

#### How Do G2 Users Rate Planhat?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planhat?

- **Seller:** [Planhat](https://www.g2.com/sellers/planhat)
- **Company Website:** www.planhat.com
- **Year Founded:** 2015
- **HQ Location:** Stockholm, Stockholm County
- **Twitter:** @planhat  
1,045 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0532de0a57ab5ad26032eca9b36751853eefa678afdf93aa4efe6efaf1c6d5b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10168756%2F&secure%5Burl_type%5D=linkedin_company_website)  
232 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Head of Customer Success
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 59% Medium, 32% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency.
- Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success.
- Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs.
- Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity.
- Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health.

##### Cons

- Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation.
- Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively.
- Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts.
- Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially.
- Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation.

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

**["A Strategic Platform for Scaling Customer Success"](https://www.g2.com/survey_responses/planhat-review-11771625)**

**Rating:** 5.0/5.0 stars

_— Ty R._

[Read full review](https://www.g2.com/survey_responses/planhat-review-11771625)

**["Intuitive UI, Powerful Integrations, and a Supportive Planhat Team"](https://www.g2.com/survey_responses/planhat-review-13119419)**

**Rating:** 4.5/5.0 stars

_— Carly P._

[Read full review](https://www.g2.com/survey_responses/planhat-review-13119419)

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

- [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for)

[
Sage CRM
](https://www.g2.com/products/sage-crm/reviews)

By [Sage Software](https://www.g2.com/sellers/sage-software-d61a780c-4fb3-4781-9519-baa772f5ea91)

[

3.8/5(147)

](https://www.g2.com/products/sage-crm/reviews)

What do users say?

Users consistently praise the ease of use and customization options of Sage CRM, highlighting its ability to adapt to various business needs without requiring extensive technical knowledge. Many appre

Pros and Cons

[
Ease of Use (7)
](https://www.g2.com/products/sage-crm/reviews?qs=pros-and-cons)[
Limited Customization (5)
](https://www.g2.com/products/sage-crm/reviews?qs=pros-and-cons)

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

Sage CRM is specifically designed to help small and medium sized businesses like yours. It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business and not on their software. With Sage CRM, you can be up and running in just days. Most importantly, it's affordable—so you can be assured that you're getting the best possible value for your money.

**Average Rating:** 3.8/5.0

**Total Reviews:** 131

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

- **Has the product been a good partner in doing business?:** 6.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.6/10 (Category avg: 8.6/10)

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

- **Seller:** [Sage Software](https://www.g2.com/sellers/sage-software-d61a780c-4fb3-4781-9519-baa772f5ea91)
- **Year Founded:** 1981
- **HQ Location:** Newcastle
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=86f239d02fadcee5a4a98d333eece19ed93d313e880a1b86e6451872bfa2360c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2802%2F&secure%5Burl_type%5D=linkedin_company_website)  
15,579 employees on LinkedIn®
- **Ownership:** SGE.L
- **Phone:** +1 (866) 996-7243

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 47% Medium, 44% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **centralized information** in Sage CRM, which enhances tracking, collaboration, and customer relationship management.
- Users value the **centralized customer information** in Sage CRM, enhancing collaboration and improving overall business efficiency.
- Users value the **easy access** to centralized customer information, enhancing collaboration and efficiency across teams.
- Users value the **easy navigation** of Sage CRM, enabling quick access to vital customer data and insights.
- Users find Sage CRM **user-friendly** , enabling easy navigation, quick data access, and seamless invoicing experience.

##### Cons

- Users find Sage CRM's **limited customization** challenging, requiring technical help and being time-consuming and tedious to set up.
- Users find that **expertise is required** for setup and customization, leading to a steep learning curve.
- Users face **integration issues** with Sage CRM, finding it limited in features and outdated in usability.
- Users find Sage CRM **not user-friendly** , citing a confusing interface and cumbersome tasks that hinder efficiency.
- Users find the **learning curve steep** with Sage CRM, as setup and customization demand technical expertise and time.

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

**["Seamless Sage Integration That Bridges Sales and Finance"](https://www.g2.com/survey_responses/sage-crm-review-12772192)**

**Rating:** 4.5/5.0 stars

_— Vidur S._

[Read full review](https://www.g2.com/survey_responses/sage-crm-review-12772192)

**["Flexible and customizable, with solid integrations and detailed reports"](https://www.g2.com/survey_responses/sage-crm-review-13122836)**

**Rating:** 4.0/5.0 stars

_— Luis P._

[Read full review](https://www.g2.com/survey_responses/sage-crm-review-13122836)

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

- [What is Sage CRM used for?](https://www.g2.com/discussions/what-is-sage-crm-used-for)

[
Teamgate
](https://www.g2.com/products/teamgate/reviews)

By [Teamgate, UAB](https://www.g2.com/sellers/teamgate-uab)

[

4.6/5(19)

](https://www.g2.com/products/teamgate/reviews)

What do users say?

Users consistently praise the ease of use and intuitive design of Teamgate, highlighting how it simplifies customer management and enhances sales processes. The platform's strong customer support is f

Pros and Cons

[
Customer Support (4)
](https://www.g2.com/products/teamgate/reviews?qs=pros-and-cons)[
Expensive (1)
](https://www.g2.com/products/teamgate/reviews?qs=pros-and-cons)

### [Teamgate](https://www.g2.com/products/teamgate/reviews)

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Teamgate?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Teamgate?

- **Seller:** [Teamgate, UAB](https://www.g2.com/sellers/teamgate-uab)
- **Year Founded:** 2012
- **HQ Location:** Las Vegas, NV
- **Twitter:** @Teamgate  
10,734 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f283dd75f283bc003d480dee14d8756c172f930dc9beb0e23ee94005ce1b31a9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fteamgatecrm&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 74% Small, 16% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Teamgate for its **exceptional customer support** , noting prompt responses that enhance their overall experience.
- Users find Teamgate's **ease of use** exceptional, with intuitive design and seamless integration simplifying their workflow.
- Users find the **analytics and insights** in Teamgate to be informative and user-friendly, enhancing customer management.
- Users praise Teamgate for its **convenient all-in-one platform** that enhances customer relationships and streamlines operations.
- Users find Teamgate to be a **convenient and user-friendly** CRM, streamlining customer management and sales analysis.

##### Cons

- Users find Teamgate to be **expensive** and lacking essential features in its business plan for sales needs.
- Users find a lack of essential features in Teamgate's lead management, making it **difficult for small businesses to compete**.
- Users find **missing features** in Teamgate essential for sales, pushing them to consider more expensive alternatives.
- Users noted the lack of **essential sales features** in Teamgate’s business plan, making it less suitable for small companies.
- Users express concern over **visibility issues** in Teamgate, missing essential features for effective sales management.

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

**["Don't leave it to your memory. Leave it to Teamgate"](https://www.g2.com/survey_responses/teamgate-review-10036662)**

**Rating:** 5.0/5.0 stars

_— Fabiola S._

[Read full review](https://www.g2.com/survey_responses/teamgate-review-10036662)

**["Best CRM Customer Service & Tech Support"](https://www.g2.com/survey_responses/teamgate-review-9482496)**

**Rating:** 5.0/5.0 stars

_— Aaron K._

[Read full review](https://www.g2.com/survey_responses/teamgate-review-9482496)

[
Bixjet
](https://www.g2.com/products/bixjet/reviews)

By [Bixjet](https://www.g2.com/sellers/bixjet)

[

4.8/5(108)

](https://www.g2.com/products/bixjet/reviews)

What do users say?

Users consistently praise Bixjet for its ease of use and excellent customer support, which significantly enhances their productivity. The platform's comprehensive features streamline marketing and sal

Pros and Cons

[
Customer Support (22)
](https://www.g2.com/products/bixjet/reviews?qs=pros-and-cons)[
Limited Customization (3)
](https://www.g2.com/products/bixjet/reviews?qs=pros-and-cons)

### [Bixjet](https://www.g2.com/products/bixjet/reviews)

BixJet is a multichannel sales automation platform built to help teams generate leads, automate follow-ups, and close deals faster, with a strong focus on LinkedIn automation, email sequencing, WhatsApp outreach, and LinkedIn data extraction. Instead of manually switching between tools, BixJet centralizes prospecting, outreach, follow-ups, and pipeline management into one unified system.

**Average Rating:** 4.8/5.0

**Total Reviews:** 108

#### How Do G2 Users Rate Bixjet?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Bixjet?

- **Seller:** [Bixjet](https://www.g2.com/sellers/bixjet)
- **Year Founded:** 2021
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c93a4b6d865a41c8c283f5f0f2bebacb08b74ff49bc00496bede4c21e28d0d3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbixjet%2F&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 86% Small, 11% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **responsive customer support** of Bixjet, noting the team's dedication to user satisfaction.
- Users find Bixjet's **ease of use** invaluable, streamlining LinkedIn outreach and enhancing their lead generation efforts.
- Users value the **automation features** of Bixjet, enhancing outreach efficiency and driving significant revenue growth seamlessly.
- Users find Bixjet's **lead management** effective and easy to use, significantly increasing potential customer engagement.
- Users love Bixjet for its **seamless automation** features, streamlining LinkedIn outreach and improving productivity effortlessly.

##### Cons

- Users find the **limited customization** options for tasks and reports in Bixjet to be a drawback.
- Users express concerns about **integration issues** , noting limitations and delays in lead uploading and LinkedIn features.
- Users find the **learning curve** with Bixjet steep initially, requiring time to fully explore advanced features.
- Users find the **lead update process somewhat slow** , wishing for a quicker response to manage their leads effectively.
- Users desire more **initial features** when signing up for Bixjet, enhancing their early experience with the CRM.

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

**["Streamlined Outreach, Easy Setup"](https://www.g2.com/survey_responses/bixjet-review-13121188)**

**Rating:** 4.5/5.0 stars

_— Olivia M._

[Read full review](https://www.g2.com/survey_responses/bixjet-review-13121188)

**["From founder pain to founder solution — BixJet just works"](https://www.g2.com/survey_responses/bixjet-review-12275738)**

**Rating:** 4.5/5.0 stars

_— James O._

[Read full review](https://www.g2.com/survey_responses/bixjet-review-12275738)

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

- [What is Bixpand.com used for?](https://www.g2.com/discussions/what-is-bixpand-com-used-for)

[
Membrain
](https://www.g2.com/products/membrain/reviews)

By [Membrain](https://www.g2.com/sellers/membrain)

[

4.6/5(224)

](https://www.g2.com/products/membrain/reviews)

What do users say?

Users consistently praise Membrain for its intuitive design and customizability, which allows them to tailor the CRM to their specific sales processes. The platform's ease of use and excellent custome

Pros and Cons

[
Ease of Use (26)
](https://www.g2.com/products/membrain/reviews?qs=pros-and-cons)[
Missing Features (11)
](https://www.g2.com/products/membrain/reviews?qs=pros-and-cons)

### [Membrain](https://www.g2.com/products/membrain/reviews)

Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain's sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform's user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape.

**Average Rating:** 4.6/5.0

**Total Reviews:** 211

#### How Do G2 Users Rate Membrain?

- **Has the product been a good partner in doing business?:** 9.6/10 (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.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Membrain?

- **Seller:** [Membrain](https://www.g2.com/sellers/membrain)
- **Company Website:** www.membrain.com
- **Year Founded:** 2012
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @membrain\_com  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=128b954648ec1b164dbc033fcc0dccbfbfa8433c867edbf8fd31c3b7cf80f8da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmembraincom%2F&secure%5Burl_type%5D=linkedin_company_website)  
39 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 60% Small, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Membrain, noting its intuitive structure and seamless team adoption.
- Users value the **highly customizable features** of Membrain, enhancing their efficiency in managing prospects and pipelines.
- Users value the **hands-on support** from Membrain, appreciating their commitment to helping with software adoption and success.
- Users appreciate the **prompt and helpful customer support** from Membrain, enhancing their overall experience and satisfaction.
- Users appreciate the **high customizability** of Membrain, enabling tailored workflows that enhance productivity and organization.

##### Cons

- Users note that the **missing features** in Membrain, like better email formatting and calendar usability, hinder productivity.
- Users find the **steep learning curve** of Membrain challenging initially, though it offers robust features once mastered.
- Users find the **incomplete information** challenging, making it difficult to locate essential features and resources effectively.
- Users desire more **features and customization** in Membrain, especially for graphs and email formatting options.
- Users experience **dashboard issues** with limited customization options and difficulties in exporting historical data effectively.

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

**["Membrain user for an Internal Sales role."](https://www.g2.com/survey_responses/membrain-review-10736226)**

**Rating:** 4.0/5.0 stars

_— Moises B._

[Read full review](https://www.g2.com/survey_responses/membrain-review-10736226)

**["Top-Notch Support, User-Friendly UI, and Powerful Workflow Customization"](https://www.g2.com/survey_responses/membrain-review-12622325)**

**Rating:** 4.5/5.0 stars

_— Chris W._

[Read full review](https://www.g2.com/survey_responses/membrain-review-12622325)

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

- [What is Membrain used for?](https://www.g2.com/discussions/what-is-membrain-used-for) - 2 comments

[
Planfix
](https://www.g2.com/products/planfix-inc-planfix/reviews)

By [Planfix](https://www.g2.com/sellers/planfix)

[

4.6/5(18)

](https://www.g2.com/products/planfix-inc-planfix/reviews)

What do users say?

Users consistently praise the flexibility and customization options of Planfix, which allow them to tailor the software to their specific business needs. Many appreciate its intuitive interface and th

Pros and Cons

[
Flexibility (1)
](https://www.g2.com/products/planfix-inc-planfix/reviews?qs=pros-and-cons)

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

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Planfix?

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

#### Who Is the Company Behind Planfix?

- **Seller:** [Planfix](https://www.g2.com/sellers/planfix)
- **Year Founded:** 2019
- **HQ Location:** San Diego, US
- **Twitter:** @planfix  
51 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=780e77c53e99404001d75e03dd5c797f08a705fe7e030927fab6b8df70697c6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanfix&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 78% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **flexibility** of Planfix, enabling easy configuration without needing developer assistance.

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

**["Planfix for business automation"](https://www.g2.com/survey_responses/planfix-review-11352783)**

**Rating:** 4.0/5.0 stars

_— Stepan C._

[Read full review](https://www.g2.com/survey_responses/planfix-review-11352783)

**["Our experience with Planfix"](https://www.g2.com/survey_responses/planfix-review-9698414)**

**Rating:** 5.0/5.0 stars

_— Ramina M._

[Read full review](https://www.g2.com/survey_responses/planfix-review-9698414)

[
VBOUT
](https://www.g2.com/products/vbout/reviews)

By [Vbout Inc.](https://www.g2.com/sellers/vbout-inc)

[

4.7/5(260)

](https://www.g2.com/products/vbout/reviews)

What do users say?

Users consistently praise the product for its ease of use and comprehensive features, allowing them to manage marketing tasks like email automation and social media scheduling from a single platform.

Pros and Cons

[
Email Marketing (2)
](https://www.g2.com/products/vbout/reviews?qs=pros-and-cons)[
Campaign Issues (1)
](https://www.g2.com/products/vbout/reviews?qs=pros-and-cons)

### [VBOUT](https://www.g2.com/products/vbout/reviews)

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 259

#### How Do G2 Users Rate VBOUT?

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

#### Who Is the Company Behind VBOUT?

- **Seller:** [Vbout Inc.](https://www.g2.com/sellers/vbout-inc)
- **Year Founded:** 2013
- **HQ Location:** New York, NY
- **Twitter:** @vboutcom  
1,782 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2badea79e5c272fc18ccf645908351eaaed0aa6eefe939f74bf6c0bbefabe5e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2951785%2F&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love how VBOUT allows them to create **landing pages and email sequences quickly and easily** , enhancing marketing efficiency.
- Users value the **automation efficiency** of VBOUT, streamlining their sales funnels with consistent updates and improvements.
- Users commend the **outstanding customer support** of VBOUT, noting its effectiveness in addressing marketing needs.
- Users value the **ease of use** of VBOUT for quickly creating landing pages and email sequences.
- Users value the **easy creation** of landing pages and email sequences with VBOUT, enhancing their marketing efficiency.

##### Cons

- Users find the **email sending caps** restrictive, limiting effective campaign management for larger businesses.
- Users find the **email sending caps limiting** , which can hinder large campaign efforts and overall effectiveness.
- Users find the **complex usage** of VBOUT challenging, despite its adequacy for basic landing page needs.
- Users find VBOUT's **email sending caps** restrictive, hindering larger campaigns compared to other market options.
- Users find the **inefficient email sending limits** restrictive for managing large campaigns effectively with VBOUT.

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

**["Tailored Automation for Small Teams, Needs Better Integrations"](https://www.g2.com/survey_responses/vbout-review-12984203)**

**Rating:** 4.0/5.0 stars

_— Verified User in Civil Engineering_

[Read full review](https://www.g2.com/survey_responses/vbout-review-12984203)

**["All-in-One Marketing Platform That’s Easy to Use and Saves Time"](https://www.g2.com/survey_responses/vbout-review-10069277)**

**Rating:** 4.5/5.0 stars

_— Ammar Ihsan N._

[Read full review](https://www.g2.com/survey_responses/vbout-review-10069277)

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

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

[
Striven
](https://www.g2.com/products/striven-2024-03-26/reviews)

By [Miles IT](https://www.g2.com/sellers/miles-it-70a76636-820d-4454-ba1c-87fd6eac9660)

[

4.5/5(104)

](https://www.g2.com/products/striven-2024-03-26/reviews)

What do users say?

Users consistently praise Striven for its ease of use and excellent customer support, highlighting how it consolidates multiple business functions into one platform, which streamlines operations and e

Pros and Cons

[
Customer Service (9)
](https://www.g2.com/products/striven-2024-03-26/reviews?qs=pros-and-cons)[
Improvement Needed (5)
](https://www.g2.com/products/striven-2024-03-26/reviews?qs=pros-and-cons)

### [Striven](https://www.g2.com/products/striven-2024-03-26/reviews)

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 101

#### How Do G2 Users Rate Striven?

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

#### Who Is the Company Behind Striven?

- **Seller:** [Miles IT](https://www.g2.com/sellers/miles-it-70a76636-820d-4454-ba1c-87fd6eac9660)
- **Company Website:** www.striven.com
- **Year Founded:** 2008
- **HQ Location:** Tampa, Florida
- **Twitter:** @SoftwareStriven  
3,461 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb415efdb8508390fbbdfa9d1943d646373614017d90b7d2d54201c927eb0fef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstriven-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Striven for its **excellent customer service** , highlighting the team's quick and friendly support during onboarding.
- Users praise the **exceptional customer support** of Striven, noting its quick, friendly assistance and effective onboarding process.
- Users commend the **ease of use** of Striven, appreciating its intuitive navigation and seamless integration of multiple functions.
- Users appreciate the **user-friendly web-based interface** of Striven, making multiple operations accessible and manageable.
- Users find that Striven **meets their needs** effectively by integrating various operations into one cohesive system.

##### Cons

- Users find that Striven requires **improvement in interface design and functionality** , with a steep learning curve and overlapping features.
- Users face issues with **missing features** , particularly in reporting and inadequate tracking of costs in Striven.
- Users face **feature limitations** in Striven, particularly with inflexible reporting and inadequate tracking functionalities.
- Users often face **functionality issues** with Striven, causing confusion and difficulty in navigating the diverse features offered.
- Users experience a **steep learning curve** initially with Striven due to its extensive features and setup complexities.

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

**["Striven Centralizes Everything and Streamlines My Workflow"](https://www.g2.com/survey_responses/striven-review-12654187)**

**Rating:** 4.5/5.0 stars

_— Nick C._

[Read full review](https://www.g2.com/survey_responses/striven-review-12654187)

**["Striven: A Seamless All-in-One Platform with World-Class Personal Support"](https://www.g2.com/survey_responses/striven-review-12308036)**

**Rating:** 5.0/5.0 stars

_— Dan J._

[Read full review](https://www.g2.com/survey_responses/striven-review-12308036)

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

- [What is Striven used for?](https://www.g2.com/discussions/what-is-striven-used-for)

[
Pipeline CRM
](https://www.g2.com/products/pipeline-crm/reviews)

By [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm)

[

4.3/5(952)

](https://www.g2.com/products/pipeline-crm/reviews)

What do users say?

Users consistently praise the user-friendly interface of Pipeline CRM, highlighting its ease of use and intuitive design that simplifies sales management. Many appreciate the effective sales pipeline

Pros and Cons

[
Ease of Use (9)
](https://www.g2.com/products/pipeline-crm/reviews?qs=pros-and-cons)[
Limited Features (7)
](https://www.g2.com/products/pipeline-crm/reviews?qs=pros-and-cons)

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

Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry.

**Average Rating:** 4.3/5.0

**Total Reviews:** 910

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

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

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

- **Seller:** [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm)
- **Company Website:** pipelinecrm.com
- **Year Founded:** 2006
- **HQ Location:** Seattle, WA
- **Twitter:** @PipelineDeals  
2,861 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51b57ddc105ae995998f9c5821db49c5e8208a8a468e5e2c81c25c0619caee7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1073626%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Manager, President
- **Top Industries:** Construction, Marketing and Advertising
- **Company Size:** 65% Small, 27% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** in Pipeline CRM, making it quick to learn and enhancing productivity.
- Users value the **intuitive interface** of Pipeline CRM, enhancing organization and efficiency with minimal training required.
- Users appreciate the **organized approach** of Pipeline CRM, allowing seamless management and tracking of leads and deals.
- Users appreciate the **user-friendly interface** of Pipeline CRM, making team onboarding and client management quick and efficient.
- Users highlight the **responsive customer support** of Pipeline CRM, appreciating quick assistance for their queries.

##### Cons

- Users find the **limited features** of Pipeline CRM hinder deep integrations and automation options, impacting overall effectiveness.
- Users find the **limited customization** options of Pipeline CRM inadequate for complex sales processes, hindering its effectiveness.
- Users face **integration issues** with Pipeline CRM, limiting functionality and causing challenges with third-party app connectivity.
- Users identify **missing features** , particularly in the mobile app and integration capabilities, limiting automation and syncing options.
- Users face **slow performance** with Pipeline CRM, especially during updates and due to limited third-party integrations.

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

**["Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control"](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)

**["Sales-Focused, Easy-to-Use CRM with Strong Pipeline Customization and Reporting"](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)

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

- [What is Pipeline CRM used for?](https://www.g2.com/discussions/what-is-pipeline-crm-used-for)

[
ConvergeHub
](https://www.g2.com/products/convergehub/reviews)

By [ConvergeHub](https://www.g2.com/sellers/convergehub)

[

4.8/5(37)

](https://www.g2.com/products/convergehub/reviews)

What do users say?

Users consistently praise the ease of use and customizability of ConvergeHub, highlighting its ability to streamline various business processes in one platform. Many appreciate the responsive customer

### [ConvergeHub](https://www.g2.com/products/convergehub/reviews)

ConvergeHub is the all-in-one CRM built to accelerate revenue from pipeline to paycheck. Designed for businesses of all sizes—from small startups to enterprise-grade organizations—it unifies Sales, Marketing, Support, and Billing into one powerful platform. Your teams can attract leads, close deals, support customers, and get paid faster—all from a single, streamlined workspace. With robust automation, deep customization, and a 360° customer view, ConvergeHub helps you manage every stage of the customer lifecycle and drive scalable growth without switching tools. Highlights: 360° customer view with omnichannel touchpoints Built-in campaigns, quotes, invoices, and support cases Custom dashboards, automation, and reporting tools Integrates with QuickBooks, DocuSign, RingCentral, Office365, Zapier, and more

**Average Rating:** 4.8/5.0

**Total Reviews:** 36

#### How Do G2 Users Rate ConvergeHub?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ConvergeHub?

- **Seller:** [ConvergeHub](https://www.g2.com/sellers/convergehub)
- **Year Founded:** 2016
- **HQ Location:** San Francisco Bay Area, California
- **Twitter:** @convergehub  
1,799 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d9f5d42b15eb50a05817f452aad19cc3e66fafa9f1172a6378a88f77cfe226d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconvergehub%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 97% Small

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

**["Awesome CRM-Software with outstanding support!"](https://www.g2.com/survey_responses/convergehub-review-9302524)**

**Rating:** 5.0/5.0 stars

_— André P._

[Read full review](https://www.g2.com/survey_responses/convergehub-review-9302524)

**["ConvergeHub Streamlines CRM, Sales, Marketing, Support, and Billing in One Platform"](https://www.g2.com/survey_responses/convergehub-review-12938035)**

**Rating:** 5.0/5.0 stars

_— Hector Francisco A._

[Read full review](https://www.g2.com/survey_responses/convergehub-review-12938035)

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

- [What is ConvergeHub used for?](https://www.g2.com/discussions/what-is-convergehub-used-for)

[
ePROMIS ERP
](https://www.g2.com/products/epromis-erp/reviews)

By [ePROMIS Solutions](https://www.g2.com/sellers/epromis-solutions)

[

4.9/5(48)

](https://www.g2.com/products/epromis-erp/reviews)

What do users say?

Users consistently praise the customization options and robust reporting capabilities of ePROMIS ERP, highlighting its ability to tailor solutions to specific business needs and provide detailed insig

### [ePROMIS ERP](https://www.g2.com/products/epromis-erp/reviews)

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

**Average Rating:** 4.9/5.0

**Total Reviews:** 45

#### How Do G2 Users Rate ePROMIS ERP?

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

#### Who Is the Company Behind ePROMIS ERP?

- **Seller:** [ePROMIS Solutions](https://www.g2.com/sellers/epromis-solutions)
- **Year Founded:** 1981
- **HQ Location:** Houston, Texas
- **Twitter:** @ePROMISGlobal  
1,127 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=228ffafb478ed406653db140e4c6323f4c4fe8f2addc2016c47168c20c9b1b0c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3102723%2F&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Are Recent G2 Reviews of ePROMIS ERP?

**["Intuitive and Easy, But Needs Faster Loading"](https://www.g2.com/survey_responses/epromis-erp-review-5269758)**

**Rating:** 4.0/5.0 stars

_— Shaiju C._

[Read full review](https://www.g2.com/survey_responses/epromis-erp-review-5269758)

**["Reliable, fast and efficient ERP software can increase operational efficiency and productivity."](https://www.g2.com/survey_responses/epromis-erp-review-4958083)**

**Rating:** 5.0/5.0 stars

_— Mohammad F._

[Read full review](https://www.g2.com/survey_responses/epromis-erp-review-4958083)

#### What Are G2 Users Discussing About ePROMIS ERP?

- [What is the number 1 ERP System?](https://www.g2.com/discussions/what-is-the-number-1-erp-system)
- [Which software is used for ERP?](https://www.g2.com/discussions/which-software-is-used-for-erp)
- [What is striven ERP?](https://www.g2.com/discussions/what-is-striven-erp)
- [What is ePROMIS?](https://www.g2.com/discussions/what-is-epromis)

[
Progress Podio
](https://www.g2.com/products/progress-podio/reviews)

By [Progress Software](https://www.g2.com/sellers/progress-software)

[

4.2/5(518)

](https://www.g2.com/products/progress-podio/reviews)

What do users say?

Users consistently praise the product for its flexibility and customization, allowing teams to tailor workflows and manage projects effectively. The platform's ease of use and integration capabilities

Pros and Cons

[
Ease of Use (4)
](https://www.g2.com/products/progress-podio/reviews?qs=pros-and-cons)[
Learning Curve (3)
](https://www.g2.com/products/progress-podio/reviews?qs=pros-and-cons)

### [Progress Podio](https://www.g2.com/products/progress-podio/reviews)

Progress Podio is a flexible, custom collaboration database that enables you to accelerate and simplify your work. An all-in-one solution to accelerate productivity, digitize essential processes, streamline data collection, and automate document workflows in one secure tool. Progress Podio can automate, operationalize, and secure important business and document processes that reduces manual work and increases efficiency. Transform how work is done with versatile forms, powerful data collection, and automated client and document workflows— customized all by you with a few simple clicks. From key industries such as, creative agencies, legal services, accounting firms, real-estate, construction / manufacturing, to key departmental areas—sales, HR, marketing, legal, finance. Podio’s ability to connect diverse teams and disparate processes helps thousands of companies optimize their entire operations in one place. With Progress Podio, give your team a single tool to automate timely processes that unify in one tool. From simplifying client data collection to automating client interactions and agreements, Progress Podio simplifies your business’s most core activities.

**Average Rating:** 4.2/5.0

**Total Reviews:** 507

#### How Do G2 Users Rate Progress Podio?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (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 Progress Podio?

- **Seller:** [Progress Software](https://www.g2.com/sellers/progress-software)
- **Company Website:** www.progress.com
- **Year Founded:** 1981
- **HQ Location:** Burlington, MA.
- **Twitter:** @ProgressSW  
48,773 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab257d11ab0255eaaae8c28635f37e0e64277d81eae954d5985edfd545cd2d69&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprogress-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,205 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Project Manager
- **Top Industries:** Real Estate, Information Technology and Services
- **Company Size:** 61% Small, 28% Medium

#### What Do G2 Reviewers Say About Progress Podio?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Progress Podio, making collaboration and management tasks simple and efficient.
- Users appreciate the **automation capabilities** of Progress Podio, enhancing productivity and simplifying task management significantly.
- Users love the **customization options** that adapt Progress Podio to their specific business processes seamlessly.
- Users love the **integrated workflows and no-code capabilities** of Progress Podio, enhancing productivity and ease of use.
- Users appreciate the **seamless integrations** in Progress Podio, enhancing collaboration and simplifying business processes across various areas.

##### Cons

- Users face a challenging **learning curve** with Progress Podio due to complex setup and technical limitations.
- Users find the **billing issues** challenging, especially with recent changes affecting admin member pricing.
- Users find the **complexity** of Progress Podio challenging, requiring significant effort to create an effective setup.
- Users express frustration with **poor customer support** , indicating a need for improvement in assistance and integration.
- Users find the **slow performance** of Progress Podio frustrating, as it hampers efficiency and productivity.

#### What Are Recent G2 Reviews of Progress Podio?

**["Versatile Platform with Excellent Collaboration Tools"](https://www.g2.com/survey_responses/progress-podio-review-12063894)**

**Rating:** 4.0/5.0 stars

_— Katie B._

[Read full review](https://www.g2.com/survey_responses/progress-podio-review-12063894)

**["Progress Podio - Efficient and Organized CRM for Real Estate Teams"](https://www.g2.com/survey_responses/progress-podio-review-9216544)**

**Rating:** 5.0/5.0 stars

_— Norma I._

[Read full review](https://www.g2.com/survey_responses/progress-podio-review-9216544)

#### What Are G2 Users Discussing About Progress Podio?

- [What is Citrix Podio used for?](https://www.g2.com/discussions/what-is-citrix-podio-used-for)

[
Success.ai
](https://www.g2.com/products/success-ai/reviews)

By [Success AI](https://www.g2.com/sellers/success-ai)

[

4.8/5(276)

](https://www.g2.com/products/success-ai/reviews)

What do users say?

Users consistently praise the platform for its ease of use and effective automation features, which streamline email outreach and lead generation. The intuitive interface and AI-driven tools help user

Pros and Cons

[
Ease of Use (123)
](https://www.g2.com/products/success-ai/reviews?qs=pros-and-cons)[
Learning Curve (56)
](https://www.g2.com/products/success-ai/reviews?qs=pros-and-cons)

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

Success.ai is an AI-driven platform designed to revolutionize B2B lead generation and email outreach. By providing unlimited access to a vast database of over 700 million verified contacts, it empowers businesses to connect with potential clients efficiently. The platform integrates advanced tools such as AI-powered email writing, automated email warm-up services, and a unified inbox, streamlining the entire outreach process. Success.ai caters to sales teams, marketers, agencies, and entrepreneurs aiming to enhance their outbound sales campaigns and drive revenue growth effectively. Key Features and Functionality: - Extensive B2B Leads Database: Access to over 700 million verified B2B contacts, enabling users to identify and reach potential clients across various industries. - Unlimited Email Sending and Warm-Up: Connect multiple email accounts with no restrictions and utilize automated warm-up services to improve email deliverability and avoid spam filters. - AI-Powered Email Writer: Craft personalized and impactful email campaigns using AI-driven content generation, enhancing engagement rates. - Unified Inbox and CRM Integration: Manage all email communications from a single interface and integrate seamlessly with existing CRM systems for efficient lead tracking. - Multichannel Outreach: Engage leads through various channels, including email, LinkedIn, and phone, from a single campaign platform. - Advanced Campaign Analytics: Monitor and analyze campaign performance with real-time metrics to optimize outreach strategies. Primary Value and Solutions Provided: Success.ai addresses the challenges of scaling B2B outreach by offering a comprehensive suite of tools that automate and enhance the lead generation process. By leveraging AI technology, it reduces the time and effort required to identify and engage potential clients, allowing businesses to focus on closing deals and driving growth. The platform's unlimited access to a vast contact database, combined with its advanced email management features, ensures that users can execute effective and personalized outreach campaigns at scale. This results in increased lead conversion rates, improved email deliverability, and a more streamlined sales process, ultimately contributing to higher revenue and business success.

**Average Rating:** 4.8/5.0

**Total Reviews:** 274

#### How Do G2 Users Rate Success.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:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

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

- **Seller:** [Success AI](https://www.g2.com/sellers/success-ai)
- **HQ Location:** Sheridan, WY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32a66020ba02e4a0e8b426c12af7a1c130fe5fc469f4004ea1c0285d34b338ac&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuccess-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
87 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Virtual Assistant, Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 82% Small, 17% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Success.ai, benefiting from a seamless all-in-one platform for their needs.
- Users appreciate the **time-saving automation features** of Success.ai, streamlining lead management and outreach tasks effectively.
- Users value the **efficient lead generation** capabilities of Success.ai, benefiting from integrated tools for outreach and automation.
- Users value the **time-saving automation** of Success.ai, enhancing efficiency with its all-in-one platform for tasks.
- Users appreciate the **efficiency** of Success.ai, enabling quick connections with accurate, up-to-date contact information.

##### Cons

- Users find the **steep learning curve** of Success.ai challenging initially, but adjustments make it easier over time.
- Users find the **learning difficulty** with Success.ai's pricing and features makes selecting the right plan confusing.
- Users find the **slow loading** of Success.ai hampers their productivity and disrupts workflow efficiency.
- Users find **missing features** in Success.ai, particularly in lead tracking for unique industries and limited email options.
- Users find the **limited customization** of role options challenging, especially for larger teams needing clearer choices.

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

**["Success.ai Makes Cold Email Campaigns Easy with Built-In Leads, Warm-Up, and AI Writing"](https://www.g2.com/survey_responses/success-ai-review-12623684)**

**Rating:** 5.0/5.0 stars

_— Abrar A._

[Read full review](https://www.g2.com/survey_responses/success-ai-review-12623684)

**["Good Automation of Intelligence"](https://www.g2.com/survey_responses/success-ai-review-12346835)**

**Rating:** 4.0/5.0 stars

_— Intan R._

[Read full review](https://www.g2.com/survey_responses/success-ai-review-12346835)

[
CompanyHub CRM
](https://www.g2.com/products/companyhub-crm/reviews)

By [CompanyHub](https://www.g2.com/sellers/companyhub)

[

4.7/5(45)

](https://www.g2.com/products/companyhub-crm/reviews)

What do users say?

Users consistently praise the ease of use and customization options of CompanyHub CRM, highlighting its ability to adapt to various business needs. The responsive customer support further enhances the

Pros and Cons

[
Ease of Use (1)
](https://www.g2.com/products/companyhub-crm/reviews?qs=pros-and-cons)[
Learning Curve (1)
](https://www.g2.com/products/companyhub-crm/reviews?qs=pros-and-cons)

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 45

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

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

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

- **Seller:** [CompanyHub](https://www.g2.com/sellers/companyhub)
- **Year Founded:** 2015
- **HQ Location:** Nasik
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d2d0d0ac4d360648009de9cdf57194d86b85a0361682c3d0ec8c68bdb33593a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10206297%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with CompanyHub CRM, finding its UI and follow-up features highly effective.
- Users value the **simple UI and efficient follow-up reminders** of CompanyHub CRM, enhancing their lead management experience.
- Users value the **organization efficiency** of CompanyHub CRM, benefitting from streamlined follow-up tracking and deal sentiment insights.
- Users appreciate the **simplicity of the UI** , which highlights essential follow-ups without unnecessary complexity.

##### Cons

- The **novice UI design** of CompanyHub CRM may hinder user experience despite its navigation ease and user prioritization.
- Users find the **UI design unintuitive** , feeling it lacks sophistication despite its navigational ease for AEs.

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

**["Efficient yet powerful. Customisable and easy to do so. Worth your top 3 CRM list!"](https://www.g2.com/survey_responses/companyhub-crm-review-613370)**

**Rating:** 4.0/5.0 stars

_— John R._

[Read full review](https://www.g2.com/survey_responses/companyhub-crm-review-613370)

**["CompanyHub CRM Sales and new customers."](https://www.g2.com/survey_responses/companyhub-crm-review-4400179)**

**Rating:** 4.0/5.0 stars

_— Βіll ._

[Read full review](https://www.g2.com/survey_responses/companyhub-crm-review-4400179)

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

- [What does Companyhub Crm do?](https://www.g2.com/discussions/what-does-companyhub-crm-do)
- [What does the Company Hub do?](https://www.g2.com/discussions/what-does-the-company-hub-do)
- [What is CompanyHub?](https://www.g2.com/discussions/what-is-companyhub)
- [What are some features of CRM?](https://www.g2.com/discussions/what-are-some-features-of-crm)

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Spotlight Categories

[Demand Side Platform (DSP)](https://www.g2.com/categories/demand-side-platform-dsp)

[Help Desk Software](https://www.g2.com/categories/help-desk)

[Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence)

[Application Performance Monitoring (APM) Tools](https://www.g2.com/categories/application-performance-monitoring-apm)

[Restaurant POS Systems](https://www.g2.com/categories/restaurant-pos)

Similar Categories

- [Sales Compensation](/categories/sales-compensation)
- [AI Sales Assistant](/categories/ai-sales-assistant)
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- [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm)

- [Contract Management](/categories/contract-management)
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- [Partnerships Management](/categories/partnerships-management)
- [PreSales](/categories/presales)
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- [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/)