# Best CRM Software - Page 66

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,122

### 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
- 122,300+ Authentic Reviews
- 1,122+ 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**

### Cerberus FTP Server

Cerberus FTP Server provides a secure and reliable file transfer solution for the demanding IT professional. Supporting SFTP, FTP/S, and HTTP/S, Cerberus is able to authenticate against Active Directory and LDAP, run as a Windows service, has native x64 support, includes a robust set of integrity and security features and offers an easy-to-use manager for controlling user access to files and file operations. Powerful SFTP Server | Managed File Transfer Solution: - FTP, FTP/S, SSH SFTP, and HTTP/S web client access plus Event Notification, Automated Processing, Auditing and Reporting, Ad Hoc File Transfers, and File Retention Policies. - Synchronization manager to replicate all users and settings from a master server to any number of backup or clustered servers - Web-based secure file access and file management using a web browser with no software or plugins required - Automated security and performance testing solutions Full feature list: https://www.cerberusftp.com/products/features/ Cerberus is part of Redwood Software, the leading orchestration platform for the autonomous enterprise. We empower customers to drive business transformation at the lowest TCO, intelligently automating critical business and IT processes across complex ERP, hybrid cloud, data management and agentic AI systems.

[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=2026-08-14T23%3A46%3A40Z&secure%5Bdisplayable_resource_id%5D=2364&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=33509&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=33509&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%25252Fproducts%25252Fmarketing%25252Femail%26hubs_content-cta%3Dhsg-nav__dropdown-country-link%26page%3D66&secure%5Btoken%5D=3c4548284cee08e85b110e48ee894bbc57680899ca9fc5307443189cd54b927c&secure%5Burl%5D=https%3A%2F%2Fwww.cerberusftp.com%2Fdownload%2F%3Futm_source%3Dg2%26utm_medium%3Dlisting%26utm_campaign%3Dftp-clicks&secure%5Burl_type%5D=free_trial)

### [LeadMitraCRM](https://www.g2.com/products/leadmitracrm/reviews)

LeadMitraCRM is a CRM software built for Indian small businesses to manage leads, follow-ups, invoices, and sales pipelines from one dashboard. Capture leads from WhatsApp, JustDial, and IndiaMart. Automate follow-up reminders, assign leads to staff, generate invoices, and track team performance in real time. Starts at ₹500/month with a 14-day free trial.

#### Who Is the Company Behind LeadMitraCRM?

- **Seller:** [LeadMitra CRM](https://www.g2.com/sellers/leadmitra-crm)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

Leadnics helps sales teams manage contacts, track deals, and close more business with powerful automation and insights.

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

- **Seller:** [Metafic](https://www.g2.com/sellers/metafic)
- **Year Founded:** 2023
- **HQ Location:** Chicago, IL
- **Twitter:** @metafic\_co  
154 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=05f8404ab971cf4861789618fd6f4ec76108dcdb21c144681100034f749af39e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmetafic&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [LeadRealizer](https://www.g2.com/products/leadrealizer/reviews)

Leadrealizer is the CRM built for how selling actually happens on WhatsApp, over calls, through LinkedIn DMs, and on the move. A unified inbox, daily action plan, and an AI sales companion that drafts follow-ups, suggests next steps, and reminds you before deals go cold. Human-supervised. Mobile-first. Built for founders and small sales teams who are done losing deals to admin overload.

#### Who Is the Company Behind LeadRealizer?

- **Seller:** [Leadrealizer Solutions](https://www.g2.com/sellers/leadrealizer-solutions)
- **Year Founded:** 2024
- **HQ Location:** Cologne, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=07a249578f500dcdd7c201dc9c60ce56998b1f02e46f42b7043ceefaa6e268aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleadrealizer-solutions&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

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

LeadSpheres gives service businesses an AI receptionist that answers every inbound call, handles customer questions naturally, and books appointments directly into your calendar — 24 hours a day, without any human involvement. When a lead calls your roofing company, HVAC business, med spa, dental practice, or contracting firm — the AI picks up in under 9 seconds. It greets them by your business name, answers their questions about services and pricing, handles common objections, and schedules the appointment in real time. The lead gets a confirmation. You get a notification. You never had to stop working. Behind every call, LeadSpheres runs a full automation engine. Lead status updates automatically. Reminder sequences fire before every appointment. If a lead doesn't book on the first call, a multi-step nurture sequence follows up across SMS, email, and WhatsApp — triggered by pipeline stage, running without you. And if a call ever goes unanswered, a personalised text-back fires within 30 seconds as a fallback. The result is a complete lead capture and conversion system that runs independently — capturing, qualifying, booking, and nurturing every lead from every channel while the business owner focuses entirely on the work.

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

- **Seller:** [LeadSpheres](https://www.g2.com/sellers/leadspheres)
- **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=64a05ed3b2d47a1c26adc440473864e99785998180f8b69bcfcf1e07c245d534&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleadspheres%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

Leaf CRM is a customer relationship management software designed for businesses that generate leads from paid ads, websites, and forms. Leaf captures every lead and auto-assigns them to the right salesperson instantly while giving you real-time insights into sales and campaign performance.

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

- **Seller:** [Red Ant Technology](https://www.g2.com/sellers/red-ant-technology)
- **Year Founded:** 2009
- **HQ Location:** Petaling Jaya, MY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5a897ac780e89cfa19efb4a1ac4c9301fc973d83d955edaa6e3ed552593464d5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fred-ant-technology-sdn-bhd%2F&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

### [Leapify](https://www.g2.com/products/leapify/reviews)

Leapify is an AI business platform for small and mid-sized businesses that automates sales, marketing, customer service, and operations. It captures and qualifies leads, follows up instantly by call, text, or email, books appointments, processes orders, and answers customer questions in real time. Leapify predicts churn, recommends next best actions, and uncovers upsell and cross-sell opportunities. It also builds and sends targeted campaigns, optimizes pricing, and tracks performance in one place. By learning from your business data, Leapify helps you respond faster, retain more customers, and grow revenue—while reducing the need for additional staff.

#### Who Is the Company Behind Leapify?

- **Seller:** [Leapify](https://www.g2.com/sellers/leapify)
- **Year Founded:** 2023
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=709a852d1d2a99858f1cfe4bac1e47f6bb4a93fd05f2c19567ab1f3b53794266&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleapifyinc%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [LEDSAK](https://www.g2.com/products/ledsak-technologies-private-limited-ledsak/reviews)

LEDSAK is a comprehensive, AI-powered CRM and marketing platform designed to help sales professionals and businesses streamline lead management with ease, anytime and anywhere. Experience a seamless, efficient, and user-friendly solution that eliminates complexity, allowing you to focus on driving results.

#### Who Is the Company Behind LEDSAK?

- **Seller:** [Ledsak](https://www.g2.com/sellers/ledsak-39321b3d-1f78-46dd-b6e0-fb517a15cd8c)
- **Year Founded:** 2024
- **HQ Location:** New Delhi, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9926d2381356613bd49493fcee245300b56fcb2b6495867836fec7fc9ef5ac41&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fledsak%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

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

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

- **Seller:** [Libelula](https://www.g2.com/sellers/libelula)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Locomotive](https://www.g2.com/products/locomotive/reviews)

Locomotive est une plateforme SaaS qui aide les entreprises à centraliser et piloter leurs échanges clients dans un seul outil. Elle regroupe notamment la messagerie, les appels manqués, le webchat, les avis Google, les leads email, les messages automatisés, les paiements et les intégrations, pour permettre aux équipes de gagner du temps, mieux suivre leurs prospects et clients, et traiter plus efficacement chaque demande.

#### Who Is the Company Behind Locomotive?

- **Seller:** [Locomotive](https://www.g2.com/sellers/locomotive)
- **Year Founded:** 2020
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c453153c36dcdc384ade62c731ff50dcda856cdb4657d8dfb5c5165e5d00bf95&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flocomotive-hq%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

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

LP-CRM is a Ukrainian CRM system tailored for dropshipping and merchandise businesses. It helps you keep track of orders, manage your call center efficiently, and automate warehouse operations and analytics. Everything is in one interface: from leads to delivery. Suitable for beginners and those who are already scaling up. Plus, it works well with landing pages, phones, bots, and advertising.

#### Who Is the Company Behind LP-CRM?

- **Seller:** [LP-CRM](https://www.g2.com/sellers/lp-crm)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Lynklead](https://www.g2.com/products/lynklead/reviews)

LynkLead is an AI-powered CRM that helps sales teams capture, qualify, and convert leads without spreadsheet chaos. It streamlines intake via forms, imports, and webhooks; supports custom fields, tags, and multi-filters; and nudges timely follow-ups with human-friendly reminders. Managers get role-based visibility, fair assignment, and lightweight insights like source ROI and daily activity. Built-in AIs include Lynk for natural-language answers from your CRM and Swarra for call transcription, summaries, and next-step extraction.

#### Who Is the Company Behind Lynklead?

- **Seller:** [Tealcore Ventures LLP](https://www.g2.com/sellers/tealcore-ventures-llp)
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a3cf98ee02e15f312fea6d60277210e6421f530a3c56e6827bbdb03419abd443&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flynklead-in%2F&secure%5Burl_type%5D=linkedin_company_website)

### [Machinio System](https://www.g2.com/products/machinio-system/reviews)

MachineryHost is a product that solves many needs for sellers in our industry. It’s where Machinio will be investing and growing. Our vision is that MH will be a combination of tech-solutions for different areas of a seller’s business. Currently, MH is an all-in-one solution for: Website hosting Inventory Management CRM NEW: Email Marketing

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Machinio System?

- **Seller:** [Machinio](https://www.g2.com/sellers/machinio)
- **Year Founded:** 2012
- **HQ Location:** Chicago, Illinois, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=355bcb338f5c17c44c044c9874641b2ba9d4539ab4d3e56a74fdea95c9f7e303&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmachinio-com%2F&secure%5Burl_type%5D=linkedin_company_website)  
86 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Machinio System?

**["Single stage for Email advertising as well as computerization"](https://www.g2.com/survey_responses/machinio-system-review-5361220)**

**Rating:** 4.5/5.0 stars

_— Sonam P._

[Read full review](https://www.g2.com/survey_responses/machinio-system-review-5361220)

#### What Are G2 Users Discussing About Machinio System?

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

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

Mantaray is a Luxembourg-developed business management, compliance, and workflow platform for fiduciaries, trust companies, family offices, and other professional service organizations. The platform helps teams centralize client information, compliance activities, and operational processes in a single integrated solution. Key capabilities include: ✓ Client Management ✓ AML/KYC Compliance ✓ Client Onboarding & Reviews ✓ Document Management ✓ Workflow Automation ✓ Time Tracking & Invoicing ✓ Reporting & Operational Oversight Developed through more than 15 years of collaboration with professional service firms, Mantaray combines proven workflows with the flexibility to adapt to specific business requirements. Operating on a secure local-server-based architecture, Mantaray provides organizations with full control over their data. The Mantaray team supports deployment, implementation, and user training to ensure a smooth adoption process.

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

- **Seller:** [Mantaray](https://www.g2.com/sellers/mantaray)
- **Year Founded:** 2010
- **HQ Location:** Luxembourg, LU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e68ab15e3e126a7ba5152b4c778f53817242d33f20ed855f5106bfc38af7c6dd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3184304&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [MaxTrackIt](https://www.g2.com/products/maxtrackit/reviews)

MaxTrackIt solves real business problems for any industry — find leads · train your team · measure performance · run your whole sales cycle — all in one platform. MaxTrackIt is a tracking and monitoring platform designed to help businesses streamline employee development, the sales cycle and workflow tracking in real time. The software offers dashboards, alerts, and reporting tools that give teams visibility into operations and performance. Learn more at https://maxtrackit.com.

#### Who Is the Company Behind MaxTrackIt?

- **Seller:** [MaxTrackIt](https://www.g2.com/sellers/maxtrackit)
- **Year Founded:** 2026
- **HQ Location:** Atlanta, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dcc4b952a4fee7676b6f34c19d1081438bd196891cdf3c3e5578facf0c81d4da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmaxtrackit%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Mediawork](https://www.g2.com/products/screen-arts-mediawork/reviews)

Mediawork is an easy to use CRM and ERP platform for media production and distribution vendors, and their clients too. The complete project lifecycle from first inquiry to final invoice is covered, eliminating duplicate data entry and ensuring seamless information flow internally across sales, operations, and finance departments, as well as keeping your clients in the loop. The sales module provides customizable quote templates, rate cards, margin calculators, multi-currency support, and NDA handling. Awarded projects transition to operations, where teams schedule personnel, rooms, and resources using timeline, Gantt chart, and calendar views while tracking costs against quotes. The finance module automates invoicing, consolidates unbilled work, and supports accounting software exports. Clients gain shared visibility into quotes, schedules and costs, with integrated messaging and virus-scanned attachments. Bring your own Claude or ChatGPT API key to enable the AI Assistant.

#### Who Is the Company Behind Mediawork?

- **Seller:** [Screen Arts](https://www.g2.com/sellers/screen-arts)
- **Year Founded:** 2024
- **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=6d7c489e8af2ae99e41b38a1ee0a13ac4318f5b7d2f3f0ec7a90ecb29fcd8737&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmediawork-io&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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Spotlight Categories

[Customer Success Software](https://www.g2.com/categories/customer-success)

[Social Media Management Tools](https://www.g2.com/categories/social-media-mgmt)

[Payroll Software](https://www.g2.com/categories/payroll)

[Digital Signage Software](https://www.g2.com/categories/digital-signage)

[Fleet Management Software](https://www.g2.com/categories/fleet-management)

Similar Categories

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

- [Contract Management](/categories/contract-management)
- [Customer Revenue Optimization](/categories/customer-revenue-optimization)
- [E-Signature](/categories/e-signature)
- [Field Sales](/categories/field-sales)
- [Other Sales](/categories/other-sales)

- [Partnerships Management](/categories/partnerships-management)
- [PreSales](/categories/presales)
- [Quote Management](/categories/quote-management)
- [Revenue AI Platforms](/categories/revenue-ai-platforms)
- [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i)

[Browse CRM Themes](/categories/crm/themes)

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

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

Updated March 5, 2025

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

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

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

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

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

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

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

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