Best CRM Software - Page 37

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 2,835

Category Stats (Nov 2026)

  • Average Rating: 4.42/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: HelloGrowthCRM (+29.64%) - Among all products in this category, HelloGrowthCRM recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 130,700+ Authentic Reviews
  • 2,835+ 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

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

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

SwiftCRM

The "secret weapon" e-Docs / e-Sign / Paperless platform ideal for complex sales, loans & mortgage banking, HR application & onboarding, M&A, or real estate. All eSign docs automatically spin up a shared digital workroom with a true social platform. Learn more at https://SwiftCRM.com

Average Rating: 4.8/5.0

Total Reviews: 2

Who Is the Company Behind SwiftCRM?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of SwiftCRM?

What Are G2 Users Discussing About SwiftCRM?

Togile CRM

Togile — AI-Native Revenue Intelligence Platform Beyond CRM. From Lead to Revenue. Togile is an AI-native Revenue Intelligence Platform designed to help businesses connect every stage of their revenue journey, from lead generation and sales execution to opportunity management, forecasting, and revenue realization. More than a traditional CRM, Togile brings lead management, sales automation, pipeline management, quotation generation, communication, field sales operations, and performance analytics together in one unified platform. For growing businesses, managing revenue is about more than storing customer information or tracking deals. It requires understanding where leads originate, ensuring timely follow-ups, identifying bottlenecks in the sales pipeline, improving sales team productivity, and knowing which opportunities need attention. Togile helps businesses bring these activities together and turn fragmented sales processes into a connected, measurable, and actionable revenue workflow. Turn Sales Activity into Revenue Intelligence: Togile helps sales teams move beyond recording activities to understanding what needs to happen next. By connecting lead information, sales interactions, pipeline progression, and performance data, the platform helps teams gain better visibility into their opportunities and make informed decisions throughout the sales cycle. With revenue intelligence at the center of the sales process, businesses can identify stalled opportunities, prioritize follow-ups, recognize pipeline gaps, and focus their efforts on deals that require attention. Togile aims to give sales leaders greater clarity into pipeline health, team execution, and the actions that can help move opportunities closer to closure. Manage the Complete Sales Lifecycle: Lead Management and Lead Capture Capture, organize, assign, and manage leads from multiple sources in one centralized workspace. Give sales teams a structured process to qualify prospects, track interactions, manage follow-ups, and move leads toward conversion. Sales Automation and Workflow Management: Automate routine sales activities, follow-up tasks, reminders, and workflow steps to reduce manual effort and improve process consistency. Configure workflows around your business requirements so teams can spend more time engaging prospects and progressing opportunities. Sales Pipeline and Opportunity Management: Manage opportunities across defined sales stages, monitor deal progression, and improve visibility into what is happening across the pipeline. Help sales managers identify stalled deals, review upcoming actions, and maintain a more structured sales process. Quotation and Sales Documentation: Create and manage quotations as part of the sales workflow. Connect commercial discussions with opportunity management to help sales teams prepare proposals, coordinate follow-ups, and maintain better visibility into opportunities progressing toward a decision. Revenue Signals and Sales Insights: Connect sales activity and opportunity information to actionable insights. Help teams identify deals requiring attention, understand pipeline bottlenecks, and determine appropriate next steps. The objective is to make sales execution more proactive and decisions more informed rather than relying solely on manual updates and intuition. Performance Management and Analytics: Monitor sales activity, individual and team performance, pipeline movement, and key business metrics. Give sales leaders a clearer view of execution and help them identify areas that need coaching, operational improvements, or additional attention. Field Sales and Workforce Visibility: Support businesses with field-based sales operations through mobile-first workflows, attendance monitoring, field tracking, and team activity visibility. Connect field execution with broader sales management processes to improve coordination between on-ground teams and management. Integrated Communication: Keep customer engagement connected to the sales workflow through available communication capabilities and integrations. Togile's ecosystem includes integrated GSM-based calling through CallZap and support for relevant business communication workflows, helping teams reduce fragmentation across sales activities. Built for Growing and Distributed Sales Teams: Togile is designed for organizations that want to standardize their sales processes while maintaining flexibility as their business grows. Its mobile-first experience supports teams working across office, remote, and field environments, while configurable workflows help businesses adapt the platform to their sales processes. The platform is relevant to businesses operating in sectors such as BFSI, financial services, education technology, retail, distribution, logistics, real estate, manufacturing, and other industries where lead management, opportunity tracking, and sales execution are important to revenue growth. Whether a business is replacing spreadsheets, consolidating disconnected sales tools, or improving an existing CRM process, Togile provides a unified environment to manage customer opportunities and sales operations. Why Businesses Consider Togile Revenue-centric approach: Connect lead management, sales execution, pipeline visibility, and revenue intelligence in one platform. Connected sales lifecycle: Bring lead capture, automation, opportunity management, quotations, and analytics into a unified workflow. Actionable visibility: Help teams identify opportunities requiring attention and make more informed next-step decisions. Mobile-first sales operations: Support sales representatives and field teams with mobile-oriented workflows. Configurable workflows: Adapt sales processes and automation to business requirements. Integrated capabilities: Reduce dependence on disconnected tools by bringing multiple sales and operational capabilities together. Unlimited-user pricing model: Togile offers an unlimited-user pricing approach, subject to the applicable plan and terms, helping businesses evaluate growth without conventional per-user pricing constraints. Who Is Togile For? Togile is suited to founders, business owners, sales leaders, revenue teams, sales managers, and operations leaders who need better control over their sales pipeline and revenue processes. It can be particularly useful for organizations that: Receive leads from multiple channels and need a consistent follow-up process. Have sales teams managing multiple opportunities simultaneously. Struggle with stalled deals, inconsistent sales execution, or limited pipeline visibility. Need to coordinate inside sales and field sales teams. Want to connect quotations, customer interactions, and pipeline progression. Need greater visibility into team performance and sales activity. Want to automate repetitive processes and improve the consistency of sales operations. Prefer a connected sales platform over managing multiple disconnected applications. Togile's Approach to Revenue Growth Togile brings together the operational foundation of a CRM and the intelligence needed to make sales execution more proactive. Rather than treating lead management, automation, pipeline tracking, and analytics as isolated activities, Togile connects them into a continuous revenue workflow. The result is a platform designed to help businesses manage opportunities more systematically, improve visibility into their sales operations, and make better-informed decisions about where to focus their efforts. Togile is more than a CRM. It is an AI-native Revenue Intelligence Platform built to help businesses connect every lead, every opportunity, and every next action to their revenue goals. Togile: Beyond CRM. From Lead to Revenue.

Average Rating: 4.8/5.0

Total Reviews: 2

How Do G2 Users Rate Togile CRM?

  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Togile CRM?

  • Seller: Togile
  • Year Founded: 2023
  • HQ Location: Bangalore, IN
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Do G2 Reviewers Say About Togile CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the extensive customization options in Togile CRM, seamlessly adapting to specific business processes.
  • Users value the automation capabilities of Togile CRM, which streamline processes and enhance productivity.
  • Users value the automation features of Togile CRM, enhancing efficiency and streamlining their workflow significantly.
  • Users appreciate the automation focus of Togile CRM, facilitating easy alignment with unique business processes.
  • Users appreciate the customer management capabilities of Togile CRM, enhancing their interaction and support with clients.

What Are Recent G2 Reviews of Togile CRM?

ToolsonCloud Sales CRM

ToolsonCloud is a cloud based Sales CRM to improve the productivity of your sales team. It can help you capture leads, organize contacts, track leads, deals, tasks, schedule meetings, send follow-up mails and many more sales activities from your CRM to help you close deals faster.

Average Rating: 4.3/5.0

Total Reviews: 2

How Do G2 Users Rate ToolsonCloud Sales CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind ToolsonCloud Sales CRM?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of ToolsonCloud Sales CRM?

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Toolyt SFA

Toolyt is a Sales Force Automation Tool, which automates all sales process of your Business on a real time basis.

Average Rating: 4.8/5.0

Total Reviews: 2

How Do G2 Users Rate Toolyt SFA?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.0/10)

Who Is the Company Behind Toolyt SFA?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Toolyt SFA?

What Are G2 Users Discussing About Toolyt SFA?

TorkeHub

TorkeHub is a comprehensive business management platform designed to streamline and optimize various aspects of business operations. With a focus on efficiency and ease of use, TorkeHub offers a suite of powerful tools to help businesses manage customer relationships, sales, invoicing, time management, and financial operations seamlessly. Key Features: AI-Powered CRM: TorkeHub's AI CRM automates and enhances customer relationship management, providing personalized interactions, tracking user performance, and facilitating effective communication through integrated chat features. Sales Management: Centralize your sales operations with tools for lead tracking, pipeline management, and performance analytics. Identify and capitalize on opportunities, streamline quotes and sales orders, and manage client accounts from one intuitive dashboard. Invoicing and Payments: Generate professional invoices, manage part payments, and track payment progress effortlessly. TorkeHub ensures timely compensation with transparent and stress-free invoicing processes. Time Management: Schedule calls, meetings, and tasks with ease. The integrated calendar and reminder features help you stay organized and on top of all events, ensuring nothing slips through the cracks. Reporting and Analytics: Create custom reports to track progress and analyze leads in real-time. Stay informed about invoices, sales orders, and quotes with insightful analytics, helping you make data-driven decisions. Secure Data Collaboration: TorkeHub prioritizes data security, ensuring compliance with GDPR regulations and providing a safe environment for your business operations. Advanced AI Models: From content creation with TorkeAI to predictive analytics with TorkePredict AI, TorkeHub leverages advanced AI models to streamline processes and enhance business performance. User-Friendly Interface: The platform boasts a superb UI/UX design, making it easy to navigate and use, even for those new to business management tools. Why Choose TorkeHub? TorkeHub is designed to empower businesses by providing a centralized hub for managing various operational aspects efficiently. Its robust features, powered by advanced AI, ensure that businesses can optimize their processes, reduce costs, and drive growth effectively. With TorkeHub, businesses can achieve higher productivity, better organization, and improved overall performance. Experience the transformative power of TorkeHub and elevate your business to new heights. Try it today with our flexible plans tailored to your growing needs and see the difference it can make in your business operations.

Average Rating: 4.8/5.0

Total Reviews: 2

How Do G2 Users Rate TorkeHub?

  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind TorkeHub?

  • Seller: TorkeHub
  • Year Founded: 2024
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About TorkeHub?

AI-generated summary from verified user reviews

Pros
  • Users value the collaborative efforts of TorkeHub, enhancing cross-departmental alignment and team coordination significantly.
  • Users appreciate the integrated contact management of TorkeHub, enhancing collaboration and task alignment across teams.
  • Users appreciate the ease of use of TorkeHub, seamlessly integrating chat, file storage, and task tracking.
  • Users value the seamless integrations of TorkeHub, enhancing collaboration and alignment across departments effectively.
  • Users appreciate the integration of team chat, file storage, and task tracking in TorkeHub for seamless collaboration.
Cons
  • Users experience integration issues with TorkeHub, facing slow task syncing and underdeveloped mobile app features.
  • Users find the limited integrations of TorkeHub frustrating, slowing down task synchronization during busy periods.
  • Users report that slow loading times hinder productivity, especially with underdeveloped integrations and task syncing.
  • Users find the time-consuming nature of syncing tasks across systems a hindrance during busy work periods.

What Are Recent G2 Reviews of TorkeHub?

ValueFrame

ValueFrame PSA Pro is an ERP that provides tools for daily management of professional service companies.

Average Rating: 4.5/5.0

Total Reviews: 2

How Do G2 Users Rate ValueFrame?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind ValueFrame?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of ValueFrame?

Vastu CRM

Vastu CRM is a real estate CRM software designed for builders, developers, brokers, and channel partners. It helps businesses manage leads, automate WhatsApp follow-ups, track property inventory, manage bookings, and monitor payment collections. With tools for sales tracking, customer management, and reporting, Vastu CRM brings essential sales activities together in one platform, helping real estate teams organise enquiries, coordinate follow-ups, and manage customer relationships throughout the property sales cycle.

Average Rating: 5.0/5.0

Total Reviews: 2

How Do G2 Users Rate Vastu CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)

Who Is the Company Behind Vastu CRM?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Vastu CRM?

Vedain CRM

Vedain CRM is a modern, all-in-one CRM platform built for growing sales teams who want power without complexity. Manage your entire sales pipeline, contacts, leads, deals, and accounts in one clean interface. Connect your Gmail or Outlook to send, track, and sync emails directly from the CRM — with open and click tracking built in. Schedule meetings with Google Calendar integration and never miss a follow-up. Key features: - Visual deal pipeline with drag-and-drop stages - Email campaigns with warmup, templates, and daily limits - AI-powered LinkedIn post automation - Lead capture forms and automation workflows - Built-in HR suite: attendance, timesheets, time off, onboarding - Task management with assignments and due dates - Custom dashboards and reports - Multi-user with role-based access - WhatsApp and Facebook/Instagram integration Vedain replaces the bloated, overpriced CRMs your team dreads using. Setup takes minutes, not weeks. No per-feature upsells — everything is included. Built for startups, SMBs, and scaling sales teams who need a CRM that works as fast as they do. Start free at vedain.com.

Average Rating: 5.0/5.0

Total Reviews: 2

How Do G2 Users Rate Vedain CRM?

  • Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Vedain CRM?

  • Seller: Vedain
  • Year Founded: 2026
  • HQ Location: Gurgaon, IN
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Vedain CRM?

Veloxity CRM

Veloxity CRM is a leading provider of Customer Relationship Management (CRM) software enabling you to manage your sales organization, products, and customer data. Veloxity CRM offers best-in-class usability with its innovative Hub, Kanban views, and more such as graphical Sales Division Management, Automated Lead Routing, and Intelligent Forecasting, all reachable through Veloxity’s intuitive, responsive, web-based user interface. Veloxity is a platform that can be tailored to your particular business needs and is suitable for both B2C and B2B businesses.

Average Rating: 4.5/5.0

Total Reviews: 2

Who Is the Company Behind Veloxity CRM?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Veloxity CRM?

What Are G2 Users Discussing About Veloxity CRM?

Vetta

Vetta is the AI Sales OS for lean B2B teams. It runs the whole climb, from the first buying signal to the signed deal, on one record of the buyer. Instead of one tool to find leads, another to enrich them, separate sequencers for LinkedIn and email, and a CRM always a step behind, Vetta does every job in one system. Its AI agents find the people showing intent, enrich them before the first message, and write to each of them in your voice. Your team approves and closes. Key capabilities include: • Lead-generation agents that find and score prospects showing buying intent • Automatic enrichment before the first message goes out • Multi-channel outreach sequences across LinkedIn, email, and WhatsApp, written in your voice • Unified Inbox for email, WhatsApp, LinkedIn, Telegram, and Instagram, with every conversation linked to People, Companies, and Opportunities • A CRM that fills itself, with customizable pipelines • Automation workflows triggered by events, time, or behavior • AI actions that create and update records, draft replies, and generate insights • AI meeting summaries that turn conversations into structured next steps • Interactive analytics to query performance and drill into the data • More than 95 MCP tools, so Claude, ChatGPT, or Cursor can work on the same records Vetta is built for founder-led teams and small to mid-sized B2B sales teams that sell on LinkedIn, email, and WhatsApp. It reduces tool sprawl, keeps follow-up consistent, and keeps the pipeline accurate without a dedicated RevOps team. Vetta (Italian for "summit") was formerly Dalil. It starts at $99 a month with a 7-day free trial. Learn more at meetvetta.com.

Average Rating: 5.0/5.0

Total Reviews: 2

How Do G2 Users Rate Vetta?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Vetta?

  • Seller: Vetta
  • Year Founded: 2024
  • HQ Location: Dubai, AE
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Vetta?

AI-generated summary from verified user reviews

Pros
  • Users love the easy customization of Dalil AI, enabling seamless integration with familiar tools for enhanced productivity.
  • Users love the easy tracking capabilities of Dalil AI, streamlining sales processes across familiar platforms.
  • Users value the seamless integration of Dalil AI, streamlining their sales processes across familiar platforms.
  • Users value the seamless lead management in Dalil AI, streamlining communication and enhancing workflow efficiency for sales teams.
  • Users love the seamless integration of Dalil AI, enhancing productivity by merging their daily apps into one streamlined experience.
Cons
  • Users find the lack of built-in lead generation in Dalil AI limits their prospecting efficiency, but improvements are expected.
  • Users note a lack of customization in Dalil AI, wishing for more flexibility in reporting features.
  • Users find the lack of built-in lead generation in Dalil AI limits their prospect sourcing capabilities.

What Are Recent G2 Reviews of Vetta?

Voiie Marketing Solution

Voiie Marketing Solution is a complete sales and marketing solutions designed for Commercial Insurance agents and Agencies. Voiie Marketing Solution main functionalities including Customizable Intake Forms, Intake Forms Distribution Rules, Quotes Tracking, Customizable Quotes and Sale Products and Attributes.

Average Rating: 4.0/5.0

Total Reviews: 2

How Do G2 Users Rate Voiie Marketing Solution?

  • Has the product been a good partner in doing business?: 6.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 6.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 6.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Voiie Marketing Solution?

  • Seller: Voiie
  • Year Founded: 2013
  • HQ Location: San Diego, US
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Small

What Are Recent G2 Reviews of Voiie Marketing Solution?

WorkflowMAX

WorkflowMAX is a job and profitability management software solution specifically designed to assist service firms in optimizing their operations. This platform provides users with comprehensive control over essential aspects such as time management, team collaboration, and profit tracking, all consolidated into a single interface. By streamlining processes like project management, timesheet tracking, invoicing, and purchase order issuance, WorkflowMAX enhances clarity at every stage of a firm's workflow. Targeted primarily at growing service-oriented businesses, WorkflowMAX empowers users to scale their operations effectively. With the ability to monitor where time is allocated and profits are generated, firms can make informed decisions, delegate tasks with accuracy, and expand their services without uncertainty. This adaptability ensures that the software aligns with the unique workflows of each firm, rather than imposing a rigid structure that may not fit their needs. Key features of WorkflowMAX include its robust project management tools, which allow users to create, assign, and track projects in real time. The timesheet functionality simplifies the process of logging hours worked, ensuring that all team members can accurately report their time. Additionally, the invoicing and purchase order capabilities facilitate seamless financial transactions, making it easier for firms to manage their cash flow. The software also integrates deeply with popular accounting platforms like Xero and QuickBooks, enabling users to synchronize financial data effortlessly. The benefits of using WorkflowMAX extend beyond its core functionalities. The software is designed to provide users with insights into their operations, helping them identify areas for improvement and opportunities for growth. The dedicated support team is another significant advantage, as they are genuinely invested in the success of their clients, offering assistance and guidance as needed. This commitment to customer support, combined with the software's comprehensive features, positions WorkflowMAX as a valuable asset for service firms looking to enhance their operational efficiency and profitability.

Average Rating: 4.1/5.0

Total Reviews: 63

How Do G2 Users Rate WorkflowMAX?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind WorkflowMAX?

  • Seller: WorkflowMAX
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Melbourne
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director
  • Top Industries: Marketing and Advertising, Accounting
  • Company Size: 76% Small, 14% Medium

What Do G2 Reviewers Say About WorkflowMAX?

AI-generated summary from verified user reviews

Pros
  • Users find WorkflowMax to be easy to use and customize, enhancing their experience with minimal onboarding required.
  • Users appreciate the time tracking simplicity of WorkflowMAX, enhancing productivity and streamlining project management.
  • Users value the easy integration of WorkflowMAX with Xero, enhancing their streamlined invoicing process without double handling.
  • Users appreciate the seamless integration with Xero, enhancing workflow efficiency and minimizing invoice handling.
  • Users love the ease of use of WorkflowMax for managing projects seamlessly and efficiently from start to finish.
Cons
  • Users find the missing features of WorkflowMAX, like multi-currency billing, hinder effective task management.
  • Users find the limited functionality of WorkflowMAX frustrating, noting inefficiencies and outdated processes affecting usability.
  • Users face billing issues, including multi-currency needs and invoice discrepancies that hinder smooth transaction management.
  • Users find that time consumption is an issue with WorkflowMAX due to slow entry processes and multiple clicks.
  • Users express frustration over invoicing problems like discrepancies in quoted and invoice values and missing multi-currency billing.

What Are Recent G2 Reviews of WorkflowMAX?

What Are G2 Users Discussing About WorkflowMAX?

workXmate

Affordable CRM for B2B Sales Teams of all sizes

Average Rating: 5.0/5.0

Total Reviews: 2

Who Is the Company Behind workXmate?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of workXmate?

What Are G2 Users Discussing About workXmate?

World Phone CRM

World Phone CRM helps entrepreneurs, small businesses, and other organizations build and manage relationships, sales leads, billing, track assignments, and, with a state-of-the-art dashboard, easily measure KPI’s.

Average Rating: 3.8/5.0

Total Reviews: 2

How Do G2 Users Rate World Phone CRM?

  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 7.5/10 (Category avg: 8.7/10)

Who Is the Company Behind World Phone CRM?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of World Phone CRM?

Wukong CRM

Wukong CRM is a customer relationship management system that provides tools for managing the entire customer lifecycle. The system features modules for marketing, sales, and service management that help track leads, convert opportunities, and deliver customer support through multiple channels including call centers, email, and SMS. Wukong CRM integrates with platforms, such as DingTalk, Feishu, and WeChat Work to expand customer acquisition channels and streamline business processes. The system centralizes customer data management, allowing for a complete view of customer interactions across departments. Additionally, Wukong CRM includes functionality for human resources management, inventory management, and financial management to create a comprehensive business management solution.

Average Rating: 4.3/5.0

Total Reviews: 2

How Do G2 Users Rate Wukong CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Contact & Account Management: 6.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 6.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Wukong CRM?

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Are Recent G2 Reviews of Wukong CRM?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 27, 2026