# Best CRM Software - Page 2

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,108

### Category Stats (Aug 2026)

- **Average Rating:** 4.39/5 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: August 01, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 122,200+ Authentic Reviews
- 1,108+ 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**

### Capsule CRM

Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-12T08%3A43%3A15Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1585&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%3Fhubs_content%3Dwww.hubspot.com%252525252Fcase-studies%26hubs_content-cta%3Dnav-software-service%26page%3D2&secure%5Btoken%5D=e70f0b48b4eef89884a6fde0dfd6fb777bb66ab88db6024b21103d0fa074602a&secure%5Burl%5D=https%3A%2F%2Fcapsulecrm.com%2Fcampaign%2Fyour-crm-alternative%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dalternatives&secure%5Burl_type%5D=custom_url)

### [Oracle Sales Cloud](https://www.g2.com/de/products/oracle-sales-cloud/reviews)

Oracle Sales Cloud bietet eine Vielzahl von Funktionen, die entwickelt wurden, um die wesentlichen Bedürfnisse von Vertriebsorganisationen zu erfüllen. Benutzerfreundliche Produktivitätstools befähigen den Vertrieb mit den Informationen und der Anleitung, die sie benötigen, um mehr Geschäfte schnell abzuschließen; „Immer-aktiv“-Zugriff, auch unterwegs, erhöht die Effektivität der Vertriebsteams und „rechtzeitige“ Einblicke fördern die Vertriebsleistung. Die Schlüsselelemente der SFA-Lösung von Oracle Sales Cloud sind umfangreich. Sie umfassen: • Grundlegende Automatisierungstools für den Vertrieb wie Konten-, Chancen- und Lead-Management sowie Produktivitätstools • Eine umfassende Partnerbeziehungsmanagement-Lösung zur Verwaltung von Kanalverkäufen und Partnermanagement • Umfassendes Vertriebsleistungsmanagement, das die Wissenschaft des Gebietsmanagements, Quotenmanagements und der Verkaufsanreizvergütung umfasst • Fortschrittliche Analytik bestehend aus vorgefertigten Analyseberichten, Datenvisualisierung und adaptiver Intelligenz • Ein Kunden-Datenmanagementsystem, um saubere, konsolidierte und vollständige Kundeninformationen sicherzustellen. Mit reichhaltigen funktionalen Fähigkeiten und einem umfassenden Funktionsumfang bietet Oracle Sales Cloud einen moderneren Ansatz zur Vertriebsausführung.

**Average Rating:** 3.9/5.0

**Total Reviews:** 142

#### How Do G2 Users Rate Oracle Sales Cloud?

- **War the product ein guter Geschäftspartner?:** 7.1/10 (Category avg: 8.9/10)
- **Workflow-Fähigkeit:** 7.2/10 (Category avg: 8.5/10)
- **Kontakt- und Account-Management:** 7.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle Sales Cloud?

- **Verkäufer:** [Oracle](https://www.g2.com/de/sellers/oracle)
- **Gründungsjahr:** 1977
- **Hauptsitz:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 Mitarbeiter\*innen auf LinkedIn®
- **Eigentum:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Informationstechnologie und Dienstleistungen, Computersoftware
- **Company Size:** 48% Large, 39% Medium

#### What Do G2 Reviewers Say About Oracle Sales Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer schätzen die **nahtlose Integration** von Oracle Sales Cloud mit anderen Systemen, was die Datenkonsistenz und die betriebliche Effizienz verbessert.
- Benutzer loben die **Funktionsvielfalt** von Oracle Sales Cloud, die ihr CRM-Erlebnis mit flexiblen Tools und Integrationen verbessert.
- Benutzer schätzen die **benutzerfreundliche Oberfläche** von Oracle Sales Cloud, die ihr Erlebnis mit nahtloser Funktionalität und mobilem Zugriff verbessert.
- Benutzer schätzen den **reaktionsschnellen Kundensupport** von Oracle Sales Cloud, der reibungslose Abläufe und effektive Unterstützung gewährleistet.
- Benutzer finden Oracle Sales Cloud **sehr benutzerfreundlich** und schätzen die einfache Benutzeroberfläche und die mobile Zugänglichkeit.

##### Cons

- Benutzer finden eine **steile Lernkurve** bei Oracle Sales Cloud, was die anfängliche Navigation und Einführung herausfordernd macht.
- Benutzer finden die **hohe Komplexität** von Oracle Sales Cloud herausfordernd, insbesondere während der anfänglichen Implementierung und für neue Benutzer.
- Benutzer finden die **Benutzeroberfläche nicht benutzerfreundlich** , erleben Komplexität und eine steile Lernkurve, was die allgemeine Akzeptanz beeinträchtigt.
- Benutzer erleben oft **langsame Leistung** mit Oracle Sales Cloud, insbesondere beim Umgang mit großen Datensätzen oder beim Ausführen komplexer Berichte.
- Benutzer erleben **eingeschränkte Datenverfügbarkeit** und unvorhersehbares Verhalten beim Hochladen von JPEG-Dateien in Oracle Sales Cloud.

#### What Are Recent G2 Reviews of Oracle Sales Cloud?

**["Optimiert das Kundenmanagement und hilft, potenzielle Kunden zu erkennen"](https://www.g2.com/de/survey_responses/oracle-sales-cloud-review-13120235)**

**Rating:** 5.0/5.0 stars

_— LaTonya M._

[Read full review](https://www.g2.com/de/survey_responses/oracle-sales-cloud-review-13120235)

**["Zentralisierte Verkaufsübersicht und Automatisierung mit starker Analytik in Oracle Sales Cloud"](https://www.g2.com/de/survey_responses/oracle-sales-cloud-review-12830276)**

**Rating:** 4.5/5.0 stars

_— Natalie H._

[Read full review](https://www.g2.com/de/survey_responses/oracle-sales-cloud-review-12830276)

#### What Are G2 Users Discussing About Oracle Sales Cloud?

- [Is Salesforce an Oracle product?](https://www.g2.com/de/discussions/is-salesforce-an-oracle-product) - 2 comments
- [Is Oracle CRM cloud based?](https://www.g2.com/de/discussions/is-oracle-crm-cloud-based)
- [What is Oracle Sales Cloud?](https://www.g2.com/de/discussions/what-is-oracle-sales-cloud) - 1 comment
- [Was ist Oracle Engagement Cloud?](https://www.g2.com/de/discussions/what-is-oracle-engagement-cloud) - 1 comment

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

Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support.

**Average Rating:** 4.7/5.0

**Total Reviews:** 507

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

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.4/10 (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 Capsule CRM?

- **Seller:** [Capsule](https://www.g2.com/sellers/capsule-e141d0ba-26b3-4a7a-ae6c-2531a3dc3de4)
- **Company Website:** capsulecrm.com
- **Year Founded:** 2007
- **HQ Location:** Manchester, GB
- **Twitter:** @CapsuleCRM  
5,249 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2069cf115d88637dd34d8e826d5843bf88fb6e8d8a66ed7764a7d98f3e237080&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F200221%2F&secure%5Burl_type%5D=linkedin_company_website)  
55 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director, Owner
- **Top Industries:** Consulting, Marketing and Advertising
- **Company Size:** 92% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Capsule CRM to be **very easy to use** , making it ideal for beginners and small businesses.
- Users commend the **responsive customer support** of Capsule CRM, appreciating quick resolutions and helpful interactions.
- Users find Capsule CRM to be **exceptionally user-friendly** , simplifying daily tasks and enhancing team collaboration effectively.
- Users appreciate the **simplicity** of Capsule CRM, enabling quick setup and effortless navigation for enhanced productivity.
- Users find Capsule CRM's **task management features** invaluable for organizing workflows and enhancing productivity.

##### Cons

- Users find the **missing features** like workflows and archiving limit Capsule CRM's effectiveness and usability.
- Users find the **limited customization** in Capsule CRM restricts their ability to adapt the platform to their needs.
- Users express concerns about **integration issues** with Capsule CRM, particularly with Microsoft Teams and marketing tools.
- Users find the **incomplete information** limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM.
- Users find the **learning curve challenging** , particularly for managing contacts and setting up custom fields effectively.

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

**["Easy-to-Use CRM That Saves Time with Helpful AI and Excellent Support"](https://www.g2.com/survey_responses/capsule-crm-review-13084659)**

**Rating:** 5.0/5.0 stars

_— Lucy M._

[Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13084659)

**["Capsule CRM: Flexible, Customizable and Ideal for Multi-Company Workflows"](https://www.g2.com/survey_responses/capsule-crm-review-13051231)**

**Rating:** 5.0/5.0 stars

_— Lincoln R._

[Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13051231)

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

- [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment
- [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment
- [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment
- [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) - 1 comment
- [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) - 1 comment

### [Mekari Qontak](https://www.g2.com/products/mekari-qontak/reviews)

Mekari Qontak is a leading and expert provider of enterprise Omnichannel CRM technology leveraging scalable API technology. Built on a SaaS model, Qontak enables businesses to rapidly grow their sales, customer service and operations. Our solutions empower businesses using WhatsApp & Instagram, social media, e-commerce, voice calls, KPIs and offline activities within a unified SaaS CRM technology.

**Average Rating:** 4.7/5.0

**Total Reviews:** 32

#### How Do G2 Users Rate Mekari Qontak?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Mekari Qontak?

- **Seller:** [Mekari](https://www.g2.com/sellers/mekari)
- **Year Founded:** 2015
- **HQ Location:** Jakarta Pusat, ID
- **Twitter:** @mekaricom  
168 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4cc21ecbfd4e34576575f2a3555aee1dd6cc267f9261785380ee5bf8878386f1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmekari%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,688 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 56% Medium, 34% Small

#### What Do G2 Reviewers Say About Mekari Qontak?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Mekari Qontak, thanks to its friendly UI/UX for effective conversations.
- Users find the **seamless integration** of Mekari Qontak with WhatsApp API enhances customer interaction and workflow efficiency.
- Users appreciate the **user-friendly interface** of Mekari Qontak, making chat and marketing management effortless and efficient.
- Users commend the **responsive and dependable customer support** of Mekari Qontak, ensuring smooth operations during onboarding and beyond.
- Users appreciate the **intuitive interface** of Mekari Qontak, which simplifies remote work and enhances customer interaction.

##### Cons

- Users find the **complex setup** of advanced custom reports takes time, though they deliver actionable insights.
- Users often face **connectivity issues** with Mekari Qontak, leading to performance declines and inactive status on devices.
- Users find that **expertise is required** for configuring advanced reports in Mekari Qontak, but appreciate the actionable insights.
- Users note the **incomplete information** in reporting and analytics, hindering effective campaign performance measurement.
- Users face **integration issues** with Mekari Qontak, limiting WhatsApp Business use exclusively to its platform.

#### What Are Recent G2 Reviews of Mekari Qontak?

**["Mekari Qontak Makes Customer Communication Faster and More Organized"](https://www.g2.com/survey_responses/mekari-qontak-review-12430999)**

**Rating:** 5.0/5.0 stars

_— Yosua B._

[Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12430999)

**["Mekari Qontak Centralizes Channels for Faster, Clearer Customer Communication"](https://www.g2.com/survey_responses/mekari-qontak-review-12750544)**

**Rating:** 5.0/5.0 stars

_— chatelia n._

[Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12750544)

#### What Are G2 Users Discussing About Mekari Qontak?

- [What is Qontak by Mekari used for?](https://www.g2.com/discussions/what-is-qontak-by-mekari-used-for) - 1 comment

### [Instantly](https://www.g2.com/products/instantly/reviews)

Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email.

**Average Rating:** 4.8/5.0

**Total Reviews:** 4,129

#### How Do G2 Users Rate Instantly?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Instantly?

- **Seller:** [Instantly](https://www.g2.com/sellers/instantly)
- **Company Website:** instantly.ai
- **Year Founded:** 2001
- **HQ Location:** Sheridan, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9261b7de97da67cdddd09b77b3180a53a5872b60d62348d7d263c5071a446b6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finstantlyapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
275 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, CEO
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 93% Small, 5% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Instantly, with simple setup and excellent support enhancing their experience.
- Users value the **easy scalability and personalized outreach** that Instantly provides, simplifying campaign management and optimization.
- Users commend **responsive customer support** from Instantly that simplifies setup and provides quick solutions for a seamless experience.
- Users appreciate the **time-saving capabilities** of Instantly, allowing for effortless task management and efficient email campaigns.
- Users praise the **Easy Setup** of Instantly, highlighting its straightforward mailbox configuration that streamlines email marketing tasks.

##### Cons

- Users find the pricing structure to be **expensive** , especially with essential features locked behind higher-tier plans.
- Users note the lack of **HR-specific features** , making candidate management and reporting cumbersome without additional tools.
- Users report issues with **email management** , including campaign failures, bounced emails, and missing attachments causing frustration.
- Users face **email issues** like campaign failures, integration challenges, and frustrating management of inbox features in Instantly.
- Users face a challenging **learning curve** with Instantly, complicating campaign setup and navigation compared to other services.

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

**["Instantly showed me that cold email is not just about writing better emails"](https://www.g2.com/survey_responses/instantly-review-13109041)**

**Rating:** 5.0/5.0 stars

_— Miguel F._

[Read full review](https://www.g2.com/survey_responses/instantly-review-13109041)

**["Perfect Balance: Easy Beginner-Friendly Setup, and Warmup That Allows Campaigns To Go Live Fast"](https://www.g2.com/survey_responses/instantly-review-12964227)**

**Rating:** 5.0/5.0 stars

_— Rahul K._

[Read full review](https://www.g2.com/survey_responses/instantly-review-12964227)

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

- [What is Instantly used for?](https://www.g2.com/discussions/what-is-instantly-used-for) - 9 comments, 2 upvotes

### [Zoho CRM Plus](https://www.g2.com/products/zoho-crm-plus-2018-12-06/reviews)

Zoho CRM Plus is a unified customer experience platform that helps you bridge the gap between your sales, marketing, and customer service teams and deliver an exceptional customer experience. It combines sales automation, visitor tracking, intelligent chat bots, customer service, project management, email marketing, social media, customer surveys, built-in AI, and unified analytics—all on one platform.

**Average Rating:** 4.4/5.0

**Total Reviews:** 131

#### How Do G2 Users Rate Zoho CRM Plus?

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

#### Who Is the Company Behind Zoho CRM Plus?

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 employees on LinkedIn®
- **Phone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** Data Analyst
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 54% Small, 36% Medium

#### What Do G2 Reviewers Say About Zoho CRM Plus?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Zoho CRM Plus, enjoying seamless integration to enhance their workflow efficiently.
- Users find **efficiency** in Zoho CRM Plus, as it unifies sales, marketing, and support, simplifying team collaboration.
- Users value the **seamless integrations** of Zoho CRM Plus, allowing easy access to all customer engagement functions in one platform.
- Users value the **automation features** of Zoho CRM Plus, which streamline processes and enhance team efficiency.
- Users love the **seamless integration** of Zoho CRM Plus, enhancing team collaboration and streamlining customer engagement.

##### Cons

- Users experience a significant **learning curve** with Zoho CRM Plus, requiring patience and proper training for effective use.
- Users often find Zoho CRM Plus to be an **overwhelming experience** due to its extensive features and steep learning curve.
- Users find the **non-intuitive setup** of Zoho CRM Plus challenging, requiring time and patience to navigate effectively.
- Users note the **limited customization** in lower tiers, hindering advanced features and requiring higher-priced plans for full access.
- Users find the **interface overwhelming** initially, facing a steep learning curve and complex setup with numerous tools.

#### What Are Recent G2 Reviews of Zoho CRM Plus?

**["Comprehensive CRM with Intuitive UI and Effective Automation"](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057)**

**Rating:** 4.5/5.0 stars

_— Jeni J._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057)

**["Affordable, Feature-Rich, but Needs Faster Support"](https://www.g2.com/survey_responses/zoho-crm-plus-review-13196538)**

**Rating:** 4.0/5.0 stars

_— Vishal ._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-13196538)

#### What Are G2 Users Discussing About Zoho CRM Plus?

- [What are key features of a CRM system?](https://www.g2.com/discussions/zoho-crm-plus-what-are-key-features-of-a-crm-system) - 1 comment
- [What features Zoho?](https://www.g2.com/discussions/zoho-crm-plus-what-features-zoho)
- [What apps come with Zoho CRM Plus?](https://www.g2.com/discussions/what-apps-come-with-zoho-crm-plus) - 2 comments
- [What is included with Zoho plus?](https://www.g2.com/discussions/what-is-included-with-zoho-plus)

### [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews)

A CRM without all the nonsense. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again We built Less Annoying CRM in 2009 for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. See why we are ranked G2's #1 easiest-to-use CRM. Start your no-hassle, 30-day free trial today -- no credit card needed.

**Average Rating:** 4.9/5.0

**Total Reviews:** 656

#### How Do G2 Users Rate Less Annoying CRM?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Less Annoying CRM?

- **Seller:** [Less Annoying Software](https://www.g2.com/sellers/less-annoying-software)
- **Company Website:** www.lessannoyingcrm.com
- **Year Founded:** 2009
- **HQ Location:** St. Louis, MO
- **Twitter:** @LessAnnoyingCRM  
1,125 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b19de9bb6f3c86f7d90581412a288045400603ad1797234fb10e3762533c8f91&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2444991%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Insurance, Financial Services
- **Company Size:** 88% Small, 8% Medium

#### What Do G2 Reviewers Say About Less Annoying CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface** of Less Annoying CRM, making it easy for teams to stay organized.
- Users commend the **exceptional customer support** of Less Annoying CRM, ensuring assistance is always available when needed.
- Users value the **simplicity** of Less Annoying CRM, finding it effective and intuitive for their business needs.
- Users appreciate the **user-friendly interface** of Less Annoying CRM, allowing for a smooth and easy experience.
- Users praise the **incredible affordability** of Less Annoying CRM, making it accessible for small businesses.

##### Cons

- Users find the **missing features** of Less Annoying CRM limit its effectiveness for larger businesses and specific integration needs.
- Users face **integration issues** with Less Annoying CRM, making it challenging to connect with preferred applications and manage lists.
- Users find **limited features** restrict their ability to manage duplicates effectively, hindering overall functionality.
- Users find the **feature limitations** in reporting and automation options a hurdle for business growth.
- Users find the **limited customization** options in Less Annoying CRM to be a significant drawback for their needs.

#### What Are Recent G2 Reviews of Less Annoying CRM?

**["Straightforward and Easy to Integrate Into My Routine"](https://www.g2.com/survey_responses/less-annoying-crm-review-12875409)**

**Rating:** 4.0/5.0 stars

_— Carolyn D._

[Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12875409)

**["Managing Nutrition Follow-ups and Daily Tasks More Professionally"](https://www.g2.com/survey_responses/less-annoying-crm-review-12865757)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12865757)

#### What Are G2 Users Discussing About Less Annoying CRM?

- [What is Less Annoying CRM used for?](https://www.g2.com/discussions/what-is-less-annoying-crm-used-for) - 1 comment

### [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)

As the world's #1 AI Cloud ERP solution for more than 25 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on financials and ERP, we now provide an AI-powered integrated system that also includes inventory management, HR, professional services automation, and commerce, and is used by more than 43,000 customers in 220 countries.

**Average Rating:** 4.1/5.0

**Total Reviews:** 4,761

#### How Do G2 Users Rate NetSuite?

- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind NetSuite?

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

#### Who Uses This Product?

- **Who Uses This:** Controller, Accounting Manager
- **Top Industries:** Computer Software, Accounting
- **Company Size:** 57% Medium, 31% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in navigating and customizing reports, enhancing efficiency and productivity.
- Users value the **customizability** of NetSuite, which adapts seamlessly to diverse business needs and processes.
- Users value the **robust reporting and integration capabilities** of NetSuite, enhancing cross-functional business operations seamlessly.
- Users benefit from **extensive customization options** in NetSuite, greatly enhancing data management and user experience.
- Users value the **customization options** in NetSuite, enhancing usability and control for streamlined data management.

##### Cons

- Users find the **learning curve steep** , making initial setup and customization time-consuming and frustrating.
- Users find the **interface outdated** and experience significant challenges with usability and integration complexities.
- Users find the **missing features** in NetSuite frustrating, particularly with complex settings and limited customization options.
- Users express frustration with **limited customization** options in NetSuite, impacting functionality and integration across workflows.
- Users find NetSuite to have a **not user-friendly** interface, causing frustration during setup and navigation.

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

**["Highly Customizable and Efficient ERP,"](https://www.g2.com/survey_responses/netsuite-review-8185079)**

**Rating:** 4.5/5.0 stars

_— Sandeep k._

[Read full review](https://www.g2.com/survey_responses/netsuite-review-8185079)

**["Robust Role-Based Security, Custom Dashboards, and Solid P2P Management"](https://www.g2.com/survey_responses/netsuite-review-13170614)**

**Rating:** 4.0/5.0 stars

_— Arfa Z._

[Read full review](https://www.g2.com/survey_responses/netsuite-review-13170614)

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

- [Is NetSuite an accounting software?](https://www.g2.com/discussions/is-netsuite-an-accounting-software) - 4 comments
- [What is NetSuite built on?](https://www.g2.com/discussions/what-is-netsuite-built-on) - 1 comment
- [Is NetSuite a good ERP system?](https://www.g2.com/discussions/is-netsuite-a-good-erp-system) - 3 comments, 1 upvote
- [What is a NetSuite software?](https://www.g2.com/discussions/what-is-a-netsuite-software) - 3 comments

### [LocaliQ](https://www.g2.com/products/localiq/reviews)

LocaliQ is how businesses attract and retain ideal customers. The marketing platform helps businesses grow faster with a suite of AI lead management and digital agents, marketing automation, omnichannel campaign management, advanced reporting, and expert-led services. The technology allows customers to optimize ad spend in real-time across multiple channels, saving time and ensuring real results. Dash is LocaliQ’s AI-powered lead management SaaS solution designed to help businesses convert more leads into customers, faster and more efficiently. With automated lead scoring, follow-ups, and reporting, plus advanced AI agents and an included SMS conversational tool, Dash streamlines workflows, eliminates manual tasks, and helps to boost revenue for businesses of all sizes. Integrated with LocaliQ’s AI marketing platform, Dash enables businesses to enhance customer experiences, automate workflows, and save time to focus on growing their business. LocaliQ's products and services include: -AI Agents (Voice, SMS, and live chat) -Marketing Automation -Lead Management Software -Lead Scoring -Live Chat -SMS Marketing -Social Media Marketing -Cross-Channel Advertising -Paid Search Advertising -Marketing Analytics -Social Media Advertising -Display Advertising -Video Advertising -Targeted Email Marketing -Multi-Listings Management -SEO Tools -Websites & Landing Pages -Custom Promotions Gannett is now USA TODAY Co. In order to align all digital marketing solutions under a single brand identity, the ReachLocal, WordStream, and ThriveHive brands were consolidated under the LocaliQ name.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,064

#### How Do G2 Users Rate LocaliQ?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.6/10 (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 LocaliQ?

- **Seller:** [USA TODAY Co.](https://www.g2.com/sellers/usa-today-co)
- **Company Website:** www.gannett.com
- **Year Founded:** 1906
- **HQ Location:** Gannett Co., Inc. 1675 Broadway, 23rd Floor New York, NY 10019
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65dc8c58123a4e0b1575ef00b11f1e89f596276532208c053019987fa8bf6ce2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgannett%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,795 employees on LinkedIn®
- **Ownership:** NYSE: GCI

#### Who Uses This Product?

- **Who Uses This:** Owner, Marketing Manager
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 71% Small, 25% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **dedicated customer support** from LocaliQ, enhancing their experience with personalized assistance and effective campaigns.
- Users value the **personalized support** from LocaliQ, appreciating their consistent communication and genuine commitment to success.
- Users appreciate the **dedicated support team** of LocaliQ, enhancing campaign implementation and overall success.
- Users value the **business growth capabilities** of LocaliQ, effectively enhancing lead management and advertising outreach.
- Users value the **ease of use** of LocaliQ, which streamlines workflows and simplifies campaign management for businesses.

##### Cons

- Users find LocaliQ to be **expensive** , with high costs leading to unsatisfactory lead generation and financial strain.
- Users note the **high costs** of LocaliQ, making it challenging for small businesses to justify the expenses.
- Users express concern over **limited features** , citing vague metrics and lack of innovation in supporting business growth.
- Users express concerns over **poor customer support** , citing slow email responses and lack of effective communication.
- Users report **poor sales performance** from LocaliQ, feeling misled about lead generation and facing communication issues.

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

**["Across the Board campaigns for online advertisers."](https://www.g2.com/survey_responses/localiq-review-13177634)**

**Rating:** 4.0/5.0 stars

_— Rob A._

[Read full review](https://www.g2.com/survey_responses/localiq-review-13177634)

**["A Trusted Partner in Growing My Business"](https://www.g2.com/survey_responses/localiq-review-13170809)**

**Rating:** 5.0/5.0 stars

_— Michael W._

[Read full review](https://www.g2.com/survey_responses/localiq-review-13170809)

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

- [What is WordStream used for?](https://www.g2.com/discussions/what-is-wordstream-used-for)
- [What is ReachEdge used for?](https://www.g2.com/discussions/what-is-reachedge-used-for) - 1 comment
- [What is LOCALiQ?](https://www.g2.com/discussions/what-is-localiq) - 1 comment, 1 upvote
- [What happened to ThriveHive?](https://www.g2.com/discussions/what-happened-to-thrivehive) - 1 comment
- [What does ThriveHive do?](https://www.g2.com/discussions/what-does-thrivehive-do) - 1 comment

### [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews)

Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries.

**Average Rating:** 4.7/5.0

**Total Reviews:** 265

#### How Do G2 Users Rate OnePageCRM?

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

#### Who Is the Company Behind OnePageCRM?

- **Seller:** [OnePageCRM](https://www.g2.com/sellers/onepagecrm)
- **Year Founded:** 2010
- **HQ Location:** Galway, Ireland
- **Twitter:** @OnePageCRM  
3,922 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=526907b6fc5dd5a45add17f9e7ae810ccdff01039909fce53911704215b3a076&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1014103%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®
- **Phone:** +1 (646) 762 1303

#### Who Uses This Product?

- **Who Uses This:** Founder, Managing Director
- **Top Industries:** Non-Profit Organization Management, Marketing and Advertising
- **Company Size:** 85% Small, 12% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find OnePageCRM to be **very simple to use** , tailored perfectly for small teams or individual salespeople.
- Users love the **simplicity** of OnePageCRM, finding it perfect for individual salespeople and small teams.
- Users value the **simplicity** of OnePageCRM, finding it effective and effortless for small teams and actionable tasks.
- Users value the **excellent customer support** from OnePageCRM, making their experience seamless and efficient.
- Users love the **easy setup** of OnePageCRM, appreciating its seamless integration and intuitive design for quick onboarding.

##### Cons

- Users find the **missing features** in OnePageCRM limiting for advanced reporting, automation, and campaign management.
- Users find **limited options** in reporting, automation, and customization, hindering deeper analytics and workflows.
- Users express frustrations with **export limitations** in OnePageCRM, particularly regarding conversation thread exports and name compatibility.
- Users find **integration issues** with OnePageCRM, expressing a desire for better connectivity with various tools and software.
- Users find the **lack of integrations** with other software frustrating, impacting their workflow and CRM functionality.

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

**["Helping The Brun Bear Foundation Stay Organized and Engaged"](https://www.g2.com/survey_responses/onepagecrm-review-12859063)**

**Rating:** 5.0/5.0 stars

_— Vanessa W._

[Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063)

**["Simple Interface and Effective Sales Management"](https://www.g2.com/survey_responses/onepagecrm-review-12953882)**

**Rating:** 5.0/5.0 stars

_— Khushbu B._

[Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12953882)

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

- [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on)
- [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment

### [Oracle CRM On Demand](https://www.g2.com/products/oracle-crm-on-demand/reviews)

Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness.

**Average Rating:** 3.8/5.0

**Total Reviews:** 97

#### How Do G2 Users Rate Oracle CRM On Demand?

- **Has the product been a good partner in doing business?:** 6.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle CRM On Demand?

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

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 52% Large, 48% Medium

#### What Do G2 Reviewers Say About Oracle CRM On Demand?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Oracle CRM On Demand to be **extremely easy to use** , simplifying their workflow and integration processes.
- Users find **easy integration** with Oracle CRM On Demand enhances accessibility and simplifies the implementation process.
- Users praise the **accessible customer support** of Oracle CRM On Demand, making their experience much smoother.
- Users appreciate the **easy access** of Oracle CRM On Demand, enabling convenient usage from anywhere without server maintenance.
- Users appreciate the **easy implementation** of Oracle CRM On Demand, enhancing their overall experience and efficiency.

##### Cons

- Users find that there are **limitations in customization** with Oracle CRM On Demand, affecting its flexibility and integration.
- Users find Oracle CRM On Demand **not intuitive** , which hinders user adoption and increases task completion time.
- Users face **integration issues** with Oracle CRM On Demand, particularly regarding customization and search functionalities.
- Users find Oracle CRM On Demand **not user-friendly** , leading to delays in completing essential tasks.
- Users find that the **slow performance** of Oracle CRM On Demand hinders efficiency and usability at times.

#### What Are Recent G2 Reviews of Oracle CRM On Demand?

**["Oracle CRM: Rock-Solid Hierarchies, RBAC, and Workflow Automation"](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12933372)**

**Rating:** 5.0/5.0 stars

_— Anup A._

[Read full review](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12933372)

**["Intuitive, Cloud-Based CRM with Strong Customization and Sales Tracking"](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12696174)**

**Rating:** 4.5/5.0 stars

_— Mridul N._

[Read full review](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12696174)

#### What Are G2 Users Discussing About Oracle CRM On Demand?

- [What do you like most about Oracle CRM On Demand, and how does it compare to other CRM solutions?](https://www.g2.com/discussions/what-do-you-like-most-about-oracle-crm-on-demand-and-how-does-it-compare-to-other-crm-solutions)
- [What is Oracle CRM On Demand used for?](https://www.g2.com/discussions/what-is-oracle-crm-on-demand-used-for) - 1 comment
- [Is Salesforce better than Oracle?](https://www.g2.com/discussions/is-salesforce-better-than-oracle)
- [What CRM does Oracle use?](https://www.g2.com/discussions/what-crm-does-oracle-use)
- [Does Oracle have a CRM?](https://www.g2.com/discussions/oracle-crm-on-demand-does-oracle-have-a-crm)

### [LeadSquared Sales CRM](https://www.g2.com/de/products/leadsquared-sales-crm/reviews)

LeadSquared Sales CRM ist unser zentrales Verkaufsabwicklungstool, das entwickelt wurde, um Inside Sales, Callcenter und Außendienstteams bei der Verwaltung von Leads, der Verfolgung von Pipeline-Aktivitäten und dem Abschluss von Geschäften von einer einzigen Plattform aus zu unterstützen. Es fungiert als zentrale Drehscheibe, an die unsere anderen Module – Marketing, Mobile, Service – angeschlossen sind. Wir decken mehrere Bereiche des Verkaufsprozesses ab. Unser Lead-Management kümmert sich um das Erfassen von Leads aus verschiedenen Quellen, das automatische Qualifizieren und Bewerten sowie das Weiterleiten an den entsprechenden Vertreter oder das Team basierend auf konfigurierbaren Regeln. Wir bieten Vertriebsmitarbeitern eine "Smart Views"-Schnittstelle, die ihnen eine priorisierte Liste nur ihrer eigenen Aufgaben und Leads zeigt, anstatt einer überladenen allgemeinen Ansicht. Unser Opportunity-Management ermöglicht es Teams, Geschäfte mit höherem Umsatzpotenzial separat von Standard-Leads zu verfolgen, einschließlich der Zuordnung mehrerer Gelegenheiten, die mit demselben Konto verbunden sind. Wir haben Kommunikationstools integriert, darunter Click-to-Call-Wählfunktionen mit Anrufprotokollierung und Messaging über E-Mail, WhatsApp und SMS, mit der Möglichkeit, Massenkampagnen oder automatisierte Antworten zu senden und das Engagement bei einzelnen Nachrichten zu verfolgen. Unser No-Code-Workflow-Builder ermöglicht es Administratoren, Verkaufsprozesse – Genehmigungen, Nachverfolgungssequenzen, Benachrichtigungen – zu konfigurieren, ohne dass Entwickler beteiligt werden müssen, und wir unterstützen mehrere gleichzeitige Verkaufsprozesse für Organisationen, die mehrere Produktlinien oder Teams betreiben. Für Außendienstmitarbeiter umfasst unser CRM die oben beschriebene mobile App-Funktionalität (Gebietsmanagement, GPS-Tracking, Beat-Planung). Unsere Berichte und Dashboards decken Anrufvolumen und Verbindungsraten, Gesprächsverfolgung (Öffnungen/Klicks auf E-Mails und Nachrichten), Umsatz nach Vertreter oder Region und Verkaufsabschlüsse im Vergleich zu Zielen ab, mit rollenbasierter Zugriffskontrolle, sodass verschiedene Teams relevante Ansichten sehen. Wir integrieren uns mit Drittanbieter-Tools, die die WhatsApp Business API, Analyseplattformen, Telefonieanbieter, Zahlungsgateways und Terminplaner umfassen. In der Regel berechnen wir dieses Produkt pro Benutzer und Monat und veröffentlichen eine separate Preisseite für spezifische Stufen. Wir vermarkten dieses Produkt breit über Branchen hinweg, einschließlich Bildung, Finanzdienstleistungen, Gesundheitswesen, Immobilien und Automobil, und zitieren Kunden aus verschiedenen NBFCs und Bildungseinrichtungen in unseren Fallstudien.

**Average Rating:** 4.5/5.0

**Total Reviews:** 294

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

- **War the product ein guter Geschäftspartner?:** 9.1/10 (Category avg: 8.9/10)
- **Workflow-Fähigkeit:** 8.7/10 (Category avg: 8.5/10)
- **Kontakt- und Account-Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

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

- **Verkäufer:** [LeadSquared](https://www.g2.com/de/sellers/leadsquared)
- **Gründungsjahr:** 2011
- **Hauptsitz:** Bangalore
- **Twitter:** @LeadSquared  
1,470 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ad5ab27826d6eabef0bbaf2f637d5ec31d28b4b1c1d762bc6bae650ab0d5756f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2502171%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,060 Mitarbeiter\*innen auf LinkedIn®
- **Telefon:** 848-248-4002

#### Who Uses This Product?

- **Who Uses This:** Innendienstspezialist, Geschäftsanalyst
- **Top Industries:** Bildungsmanagement, Finanzdienstleistungen
- **Company Size:** 54% Medium, 28% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer schätzen das **effiziente Lead-Management** von LeadSquared, das die Organisation verbessert und manuelle Aufgaben in ihrem Verkaufsprozess reduziert.
- Benutzer finden das LeadSquared Sales CRM sehr **benutzerfreundlich** , da es Arbeitsabläufe vereinfacht und die Produktivität im Vertriebsmanagement steigert.
- Benutzer schätzen die **effizienten Lead-Generierungsfähigkeiten** von LeadSquared, die das Tracking und die Pflege während des gesamten Verkaufsprozesses verbessern.
- Benutzer loben die **Effizienz** des LeadSquared Sales CRM, das Aufgaben rationalisiert und Erinnerungen automatisiert, um die Produktivität zu steigern.
- Benutzer finden die **intuitive Benutzeroberfläche** von LeadSquared macht das Verwalten von Leads und Workflows mühelos und effizient.

##### Cons

- Benutzer erleben **langsame Ladezeiten** und Verzögerungen bei den Antworten des Kundensupports, was die Effizienz beeinträchtigt und während der Nutzung Frustration verursacht.
- Benutzer erleben eine **steile Lernkurve** mit LeadSquared aufgrund seiner anfänglichen mangelnden Intuitivität und langsamen Leistung.
- Benutzer erleben oft **langsame Leistung** mit LeadSquared, insbesondere beim Umgang mit großen Datensätzen oder bei Serverproblemen.
- Benutzer weisen auf die **fehlende KI-Integration** im LeadSquared Sales CRM hin, zusammen mit Leistungs- und Berichtseinschränkungen, die die Benutzerfreundlichkeit beeinträchtigen.
- Benutzer finden die **langsame Geschwindigkeit** von LeadSquared Sales CRM frustrierend, insbesondere beim Verwalten komplexer Automatisierungen und großer Datenmengen.

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

**["Einfaches, zeitsparendes Werkzeug"](https://www.g2.com/de/survey_responses/leadsquared-sales-crm-review-13077867)**

**Rating:** 5.0/5.0 stars

_— Vikas G._

[Read full review](https://www.g2.com/de/survey_responses/leadsquared-sales-crm-review-13077867)

**["Vereinfacht die Nachverfolgung von Leads über mehrere Kanäle"](https://www.g2.com/de/survey_responses/leadsquared-sales-crm-review-13040013)**

**Rating:** 4.5/5.0 stars

_— Megha A._

[Read full review](https://www.g2.com/de/survey_responses/leadsquared-sales-crm-review-13040013)

#### What Are G2 Users Discussing About LeadSquared Sales CRM?

- [Wofür wird LeadSquared Sales + Mobile CRM verwendet?](https://www.g2.com/de/discussions/what-is-leadsquared-sales-mobile-crm-used-for) - 3 comments
- [Is LeadSquared a good company?](https://www.g2.com/de/discussions/is-leadsquared-a-good-company) - 2 comments
- [Was ist Mobile CRM und warum ist es wichtig?](https://www.g2.com/de/discussions/what-is-mobile-crm-and-why-is-it-important) - 1 comment
- [How much is LeadSquared?](https://www.g2.com/de/discussions/how-much-is-leadsquared)
- [What is CRM in LeadSquared?](https://www.g2.com/de/discussions/what-is-crm-in-leadsquared)

### [Creatio](https://www.g2.com/de/products/creatio/reviews)

Creatio ist eine KI-CRM- und Workflow-Plattform, auf der Menschen und KI-Agenten zusammenarbeiten - ohne Einschränkungen bei Benutzern, Agenten oder Skalierung. Creatio hilft mittelständischen und großen Organisationen, Kunden-Workflows im KI-Zeitalter zu betreiben. Diese innovative Plattform ermöglicht es Organisationen, Workflows mühelos zu erstellen und zu verwalten, sodass sich die Benutzer auf ihre Kernaktivitäten konzentrieren können, während Routineaufgaben automatisiert werden. Mit Millionen von täglich betriebenen Workflows unterstützt Creatio eine vielfältige Kundschaft in über 100 Ländern und betont ein Engagement für echte Fürsorge für seine Kunden und Partner. Die Plattform ist besonders vorteilhaft für Unternehmen, die ihre Betriebseffizienz steigern möchten, ohne umfangreiche technische Expertise zu benötigen. Ihre Zielgruppe umfasst kleine bis große Unternehmen in verschiedenen Branchen, insbesondere solche, die Technologie nutzen möchten, um die Kundenbindung und interne Prozesse zu verbessern. Die Angebote von Creatio decken eine breite Palette von Anwendungsfällen ab, von Marketingautomatisierung und Vertriebsmanagement bis hin zur Optimierung des Kundenservice, was sie zu einer vielseitigen Lösung für Unternehmen macht, die sich an die sich entwickelnde Marktlage anpassen möchten. Zu den Hauptmerkmalen von Creatio gehört das Creatio Studio, eine No-Code-Plattform, die es Benutzern ermöglicht, benutzerdefinierte Anwendungen und KI-Agenten mit intuitiven visuellen Designern und natürlicher Sprachverarbeitung zu erstellen. Dies befähigt Benutzer, maßgeschneiderte Lösungen zu entwickeln, die ihren spezifischen Geschäftsanforderungen entsprechen, ohne auf traditionelle Codierungsmethoden angewiesen zu sein. Darüber hinaus integriert die CRM-Suite eingebettete KI-Agenten in Creatio Marketing, Sales und Service, verbessert die Benutzererfahrung und liefert umsetzbare Erkenntnisse zur Entscheidungsfindung. Creatio bietet auch eine spezialisierte CRM-Plattform für Finanzdienstleistungen und branchenspezifische Workflows in 19 vertikalen Märkten an, um sicherzustellen, dass Unternehmen Lösungen finden können, die mit ihren einzigartigen betrieblichen Anforderungen übereinstimmen. Die Verfügbarkeit eines Marktplatzes mit verschiedenen Add-ons erweitert die Fähigkeiten der Plattform weiter und ermöglicht es Organisationen, ihre Erfahrung anzupassen und die Funktionalität nach Bedarf zu verbessern. Als Leader und Strong Performer in renommierten Berichten von Gartner und Forrester anerkannt, zeichnet sich Creatio in seiner Kategorie durch die Kombination aus benutzerfreundlichem Design mit leistungsstarker Automatisierung und KI-gesteuerten Erkenntnissen aus, was es zu einer attraktiven Option für Unternehmen macht, die ihre Kundenbeziehungsmanagement-Bemühungen steigern möchten. Mit Hauptsitz in Boston, MA, und einer globalen Präsenz von 850 Mitarbeitern in zehn Büros in 25 Ländern hat Creatio langanhaltende Beziehungen zu Tausenden von Kunden und über 500 Partnern weltweit aufgebaut. Dieses umfangreiche Netzwerk unterstreicht die Zuverlässigkeit der Plattform und das Engagement, den Benutzern einen Mehrwert zu bieten, und positioniert Creatio als vertrauenswürdigen Partner im Bereich KI-Agenten, CRM und Workflow-Automatisierung.

**Average Rating:** 4.6/5.0

**Total Reviews:** 315

#### How Do G2 Users Rate Creatio?

- **War the product ein guter Geschäftspartner?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow-Fähigkeit:** 9.1/10 (Category avg: 8.5/10)
- **Kontakt- und Account-Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Creatio?

- **Verkäufer:** [Creatio](https://www.g2.com/de/sellers/creatio)
- **Unternehmenswebsite:** www.creatio.com
- **Gründungsjahr:** 2014
- **Hauptsitz:** Boston, Massachusetts
- **Twitter:** @Creatio\_Global  
3,977 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8659c9aedce2bb0b992997a4038d075e8fa99899c384b7d6b36d9fb77101d8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcreatioglobal%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,150 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Informationstechnologie und Dienstleistungen, Computersoftware
- **Company Size:** 43% Small, 42% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer schätzen die **Benutzerfreundlichkeit** von Creatio, die eine schnelle Implementierung und nahtlose Anpassung an ihre Geschäftsanforderungen ermöglicht.
- Benutzer schätzen die **Effizienz** von Creatio, die eine schnelle Implementierung und nahtlose Anpassung an ihre Geschäftsanforderungen ermöglicht.
- Benutzer schätzen die **Anpassungsfähigkeit** von Creatio, die maßgeschneiderte Prozesse und effektive Unterstützung für Geschäftsanforderungen ermöglicht.
- Benutzer schätzen die **Möglichkeit zur Anpassung** von Creatio, die maßgeschneiderte Lösungen ermöglicht, um Geschäftsprozesse und Effizienz zu verbessern.
- Benutzer schätzen die **umfangreichen Anpassungsoptionen** von Creatio, die ihre Fähigkeit verbessern, Lösungen an spezifische Bedürfnisse anzupassen.

##### Cons

- Benutzer finden die **Lernkurve steil** und benötigen oft Schulung und Unterstützung, um Creatio effektiv zu nutzen.
- Benutzer sind enttäuscht von den **fehlenden Funktionen** in Creatio, insbesondere bei den erweiterten Analysen und den Optionen zum Hochladen von Kontakten.
- Benutzer finden **eingeschränkte Funktionen** in Creatio, insbesondere in der Analyse und der Auswahl von Marktplatz-Apps, was die umfassende Funktionalität behindert.
- Benutzer finden **begrenzte Anpassungsoptionen** in Creatio, was die Möglichkeit einschränkt, Designs an spezifische Bedürfnisse anzupassen.
- Benutzer finden **begrenzte Optionen** in Creatio, die die Flexibilität einschränken, insbesondere für Dienstleistungsunternehmen, die maßgeschneiderte Lösungen und effiziente Kontakt-Uploads benötigen.

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

**["Ermöglicht Kundenfokus mit flexiblen, bankfertigen Workflows"](https://www.g2.com/de/survey_responses/creatio-review-12953782)**

**Rating:** 4.5/5.0 stars

_— Tanner W._

[Read full review](https://www.g2.com/de/survey_responses/creatio-review-12953782)

**["Schnelle Einrichtung, No-Code-Magie, aber ALM muss verbessert werden"](https://www.g2.com/de/survey_responses/creatio-review-12953072)**

**Rating:** 5.0/5.0 stars

_— Jarema P._

[Read full review](https://www.g2.com/de/survey_responses/creatio-review-12953072)

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

- [Wofür wird Creatio verwendet?](https://www.g2.com/de/discussions/what-is-creatio-used-for) - 1 comment

### [HoneyBook](https://www.g2.com/products/honeybook/reviews)

HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required.

**Average Rating:** 4.5/5.0

**Total Reviews:** 240

#### How Do G2 Users Rate HoneyBook?

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

#### Who Is the Company Behind HoneyBook?

- **Seller:** [HoneyBook](https://www.g2.com/sellers/honeybook)
- **Company Website:** www.honeybook.com
- **Year Founded:** 2013
- **HQ Location:** San Francisco, CA
- **Twitter:** @honeybook  
4,476 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8c5093e3124c7eb86fcd868932fa65193871a5dcc154d636da58ede1ce223cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2527444%2F&secure%5Burl_type%5D=linkedin_company_website)  
325 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Photographer
- **Top Industries:** Photography, Events Services
- **Company Size:** 98% Small, 2% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **seamless payment management** of HoneyBook, making invoicing and client payments hassle-free and organized.
- Users appreciate the **easy creation of materials** with HoneyBook's user-friendly templates and automation features, streamlining their workflow.
- Users commend the **ease of use** of HoneyBook, appreciating its seamless integration into daily business operations.
- Users value the **easy customization** of HoneyBook, enhancing their efficiency with tailored templates for various needs.
- Users value the **ease of use** of HoneyBook, enhancing organization and client management for smooth business operations.

##### Cons

- Users face **payment issues** with HoneyBook, expressing concerns about processing fees and limited payment options.
- Users are frustrated by the **expensive pricing** of HoneyBook, feeling the increase lacks justification and value.
- Users face **lack of integration** , making data export difficult and complicating transitions to other platforms.
- Users criticize the **limited features** of HoneyBook, feeling they do not justify the increased pricing or expectations.
- Users find the **reporting features inadequate** , hindering comprehension and tracking of earnings efficiently.

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

**["Easy to Use, Affordable All-in-One Tool with Great AI Automations"](https://www.g2.com/survey_responses/honeybook-review-13213721)**

**Rating:** 5.0/5.0 stars

_— Graeme R._

[Read full review](https://www.g2.com/survey_responses/honeybook-review-13213721)

**["Powerful Templates, Automations, and SMS Updates That Keep Clients in the Loop"](https://www.g2.com/survey_responses/honeybook-review-13244851)**

**Rating:** 4.5/5.0 stars

_— Liz K._

[Read full review](https://www.g2.com/survey_responses/honeybook-review-13244851)

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

- [What is HoneyBook used for?](https://www.g2.com/discussions/honeybook-what-is-honeybook-used-for)
- [Is HoneyBook secure?](https://www.g2.com/discussions/is-honeybook-secure)
- [How much does HoneyBook cost?](https://www.g2.com/discussions/how-much-does-honeybook-cost) - 2 comments
- [What is HoneyBook?](https://www.g2.com/discussions/what-is-honeybook) - 2 comments
- [What is HoneyBook used for?](https://www.g2.com/discussions/what-is-honeybook-used-for) - 2 comments

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

RSoft CRM (Customer Relationship Management) software is a tool used by businesses to manage interactions and relationships with current and potential customers. These software typically provide a range of features designed to help organizations streamline their sales, marketing, and customer service efforts. Here are some common features found in Roft CRM software: 1. Contact Management 2. Sales Management 3. Lead Management 4. Marketing Automation 5. Customer Support & Services 6. Analytics Report & Dashboard 7. Integration

**Average Rating:** 5.0/5.0

**Total Reviews:** 15

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

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

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

- **Seller:** [RSoft](https://www.g2.com/sellers/rsoft)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0cd0d589dd82d141d520d561be9b8cb2e0e6c465ee25a9256111876f1cb7adc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frsoftai%2F&secure%5Burl_type%5D=linkedin_company_website)  
113 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Real Estate
- **Company Size:** 67% Small, 40% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **exceptional customer support** of RSoft CRM, noting quick responses and effective issue resolution.
- Users love the **user-friendly interface** of RSoft CRM, facilitating easy customization and efficient task automation.
- Users appreciate the **automation features** of RSoft CRM, making task management and lead handling effortless and efficient.
- Users value the **efficient lead management** of RSoft CRM, facilitating easy follow-ups and monitoring of sales conversions.
- Users appreciate the **easy access** of RSoft CRM, enhancing efficiency with quick actions and timely client follow-ups.

##### Cons

- Users report **email issues** requiring frequent logins and communication, which can hinder efficiency and convenience.
- Users face **connectivity issues** requiring frequent email communication and occasional login problems, complicating their experience with RSoft CRM.
- Users have experienced **user-friendliness issues** before, though improvements have been noted in recent months.

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

**["Quick Lead Follow-Ups and Daily Email Reports That Boost Sales Monitoring"](https://www.g2.com/survey_responses/rsoft-crm-review-12343048)**

**Rating:** 5.0/5.0 stars

_— Pavithrapazheri ._

[Read full review](https://www.g2.com/survey_responses/rsoft-crm-review-12343048)

**["It is a user friendly software to all the person those who are using it."](https://www.g2.com/survey_responses/rsoft-crm-review-12151473)**

**Rating:** 5.0/5.0 stars

_— VIKAA H._

[Read full review](https://www.g2.com/survey_responses/rsoft-crm-review-12151473)

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

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 242

#### How Do G2 Users Rate SalesCaptain?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SalesCaptain?

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

#### Who Uses This Product?

- **Who Uses This:** Marketing Manager, Operations Manager
- **Top Industries:** Marketing and Advertising, Retail
- **Company Size:** 69% Small, 29% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

**["AI That Simplifies the Sales Process"](https://www.g2.com/survey_responses/salescaptain-review-13199326)**

**Rating:** 4.5/5.0 stars

_— Kendrick P._

[Read full review](https://www.g2.com/survey_responses/salescaptain-review-13199326)

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

**Rating:** 4.5/5.0 stars

_— Ashlyn W._

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

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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

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