# Best CRM Software - Page 64

## 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**

### Zoho CRM

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

[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=2026-08-12T06%3A30%3A43Z&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=576&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.fr%25252Fcase-studies%26hubs_content-cta%3DBlog%26page%3D64&secure%5Btoken%5D=4a25ddc3d12f4657352bcf343ee34d69539de60b898e1f0eef41605caba873c7&secure%5Burl%5D=https%3A%2F%2Fwww.zoho.com%2Fcrm%2Fsignup.html%3Fplan%3Denterprise&secure%5Burl_type%5D=free_trial)

### [justcrm](https://www.g2.com/products/justcrm-justcrm/reviews)

justcrm is a simple CRM built for small businesses, startups, and sales teams that still manage customers in spreadsheets! It removes the complexity and high per-user pricing of traditional CRMs, making it easy for anyone to start using from day one. Teams can organize leads, track deals, manage follow-ups, collaborate, and monitor sales performance without unnecessary features or a steep learning curve. Justcrm focuses on speed, clarity, and adoption—helping businesses spend less time managing software and more time closing deals. It's an affordable, no-bloat CRM designed to grow with your business, not get in its way.

#### Who Is the Company Behind justcrm?

- **Seller:** [justcrm](https://www.g2.com/sellers/justcrm)
- **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®

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

JustRelate CRM is a comprehensive customer relationship management solution that helps B2B companies and B2B2C organizations manage customer interactions, streamline sales processes, and optimize service operations through a highly flexible and customizable platform designed for complex business relationships. Our CRM solution transforms how organizations approach customer relationship management by delivering enterprise-grade functionality with the adaptability that growing businesses require. Built on proven technology with over 30 years of development expertise, JustRelate CRM operates seamlessly within JustRelate Home – our unified martech orchestration platform – enabling organizations to coordinate customer data and interactions across their entire technology ecosystem. The platform addresses the critical challenge of managing complex B2B relationships while maintaining operational efficiency and scalability. Through advanced contact management, automated workflows, and comprehensive analytics capabilities, sales, marketing, and service teams gain unified visibility into customer interactions and business opportunities. The solution's modular architecture allows organizations to start with core functionality and expand capabilities as business requirements evolve. Core CRM & Customer Management Features: • 360-Degree Customer View: Comprehensive contact and company management with enterprise structure mapping, relationship tracking, and complete interaction history • Advanced Sales Pipeline Management: Business opportunity tracking, quote management, and sales funnel analysis with forecasting capabilities • Marketing Campaign Integration: Lead management, campaign tracking, and automated marketing workflows with GDPR-compliant consent management • Service Excellence Tools: Ticketing system, contract management, field service scheduling, and knowledge base functionality for comprehensive customer support Technical & Integration Capabilities: • Flexible Architecture: Highly customizable platform with modular components that adapt to specific business processes and industry requirements • Multi-Platform Accessibility: Native mobile apps for iOS, Android, and Windows with responsive interfaces enabling offline and online operation • Enterprise Integration: API-first design with standard connectors for ERP systems, email platforms, telephony systems, and document management solutions • Advanced Analytics: Real-time dashboards, trend analysis, drill-down reporting, and KPI tracking with customizable cockpits for different user roles The solution operates as both a standalone CRM platform and an integrated component within broader JustRelate implementations, supporting organizations from mid-sized companies to large enterprises requiring sophisticated customer relationship management with extensive customization capabilities.

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

- **Seller:** [JustRelate Group](https://www.g2.com/sellers/justrelate-group-23149e10-24ff-4248-9521-b748eaf01bbf)
- **Year Founded:** 1989
- **HQ Location:** Berlin, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9a5b4d515879f1f20290c9fdfe06d81369cf584cf8ff0a9ec37597294ea48d31&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjustrelate-group&secure%5Burl_type%5D=linkedin_company_website)  
131 employees on LinkedIn®

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

jyni is an AI-powered lead generation and CRM platform built for B2B sales and revenue teams. The platform combines autonomous lead-discovery agents, verified contact data, automated email outreach, and AI-powered document processing into a single workspace — replacing the need for separate lead list providers, sales engagement tools, CRMs, and document management systems. jyni's core capabilities include: AI Lead Discovery Agents: Autonomous agents that find real business owners in target industries 24/7, with every phone number and email verified before reaching the user's queue. Automated Outreach Sequences: Multi-touch email campaigns that run on schedule, with real-time alerts when prospects respond. Built-In CRM: Full pipeline management from first contact to closed deal, including company profiles, deal stages, document storage, and activity tracking. AI Document Processing: Automatic extraction of business information, contacts, and key data from uploaded application PDFs in seconds, with auto-generated company profiles.

#### Who Is the Company Behind jyni?

- **Seller:** [jyni](https://www.g2.com/sellers/jyni)
- **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=318dbdf403709bfdb712b395b5378e2f4270809a53bb7f733d7be71717542032&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjyni%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Kabooly](https://www.g2.com/products/kabooly/reviews)

Kabooly is a customer relationship management (CRM) platform designed for small and medium-sized service businesses. It provides tools to manage customer enquiries, track leads through sales pipelines, handle bookings, and run email campaigns, all within a single system. The platform is built specifically for service-based businesses such as tutoring companies, therapists, chiropractors, personal trainers, coaches, consultants, tradespeople, and other professionals who need to manage ongoing client relationships. Unlike enterprise CRM systems that can be complex and expensive, Kabooly focuses on simplicity and affordability while still providing the features growing businesses need. Key features include: - Contact management - Store and organise customer information with the ability for contacts to belong to multiple accounts without duplication - Deal pipeline - Track leads through customisable sales stages to monitor progress and forecast revenue - Booking calendar - Manage appointments and bookings in one place - Form builder - Create enquiry forms with UTM parameter tracking for attribution - Attribution reporting - See exactly which marketing campaigns and sources are driving enquiries - File storage - Keep customer documents and files organised within the CRM - Email campaigns - Send marketing emails and templates to contacts Kabooly operates on a monthly subscription model with tiered pricing based on the number of contacts stored. This allows businesses to start small and scale as they grow. There are no long-term contracts, and customers can cancel with 30 days notice. A key differentiator is the approach to customer support. All support is provided by dedicated humans with fast response times, rather than chatbots or ticket queues. This reflects the platform's focus on serving smaller businesses who value genuine, responsive service. The platform is web-based and accessible from any device with a browser. It is developed and operated by Kabooly Ltd, a UK-based company headquartered in Kingston upon Thames.

#### Who Is the Company Behind Kabooly?

- **Seller:** [Kabooly](https://www.g2.com/sellers/kabooly)
- **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®

### [KamoCRM](https://www.g2.com/products/kamocrm/reviews)

CRM, communications, documents, video conferencing, AI

#### Who Is the Company Behind KamoCRM?

- **Seller:** [KamoCRM](https://www.g2.com/sellers/kamocrm)
- **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=8f2a963fa073d16808d4b58dc4a72f9fb00d9801a7e7dfdc1a869bac74733a22&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkamocrm-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Karya.cloud](https://www.g2.com/products/karya-cloud/reviews)

Karya is a SaaS-based All-in-one Business Management Software. We are working on revolutionizing the way MSMEs operate by bringing a process-oriented approach resulting in increased productivity and accountability.

#### Who Is the Company Behind Karya.cloud?

- **Seller:** [Dividant Business Solutions](https://www.g2.com/sellers/dividant-business-solutions-973a1549-f304-496d-b9cf-0c35e645017f)
- **Year Founded:** 2024
- **HQ Location:** Hyderabad, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2c595016b992f716181e7b5e404531abc662ab58b2beb45f2fcfa2130f3603de&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkarya-cloud%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of Karya.cloud?

**["Simple, Easy-to-Use Project and Team Collaboration in One Place"](https://www.g2.com/survey_responses/karya-cloud-review-13091056)**

**Rating:** 5.0/5.0 stars

_— Mohammad A._

[Read full review](https://www.g2.com/survey_responses/karya-cloud-review-13091056)

### [KB CloudERP](https://www.g2.com/products/kb-clouderp/reviews)

KB CloudERP is a cloud-based ERP, POS, HRM, CRM, Accounting, Stock & Inventory Management Solution in Nepal. It is an online accounting software that connects small & medium-scale business owners with their employees, multiple business locations, and bank accounts. KB CloudERP comes with lots of features out-of-box. We provide features that help business owners cut down the time-consuming tasks of accounting, billing, customer relationship management, inventory management, etc. So instead of worrying about how to manage your business and run it smoothly feel free to sign-up for our free plan to test out, and If it works for you better focus on what matters for your business.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate KB CloudERP?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind KB CloudERP?

- **Seller:** [KBG Solutions](https://www.g2.com/sellers/kbg-solutions)
- **Year Founded:** 2024
- **HQ Location:** Butwal, NP
- **Twitter:** @connectKBG  
1 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=492c649e1600db85b54e08245f4651d02aec9a9cdf4d1e50596a82d02649e78f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconnectkbg%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of KB CloudERP?

**["Satisfied Using For My Fast Food Restaurant"](https://www.g2.com/survey_responses/kb-clouderp-review-9520406)**

**Rating:** 5.0/5.0 stars

_— Verified User in Restaurants_

[Read full review](https://www.g2.com/survey_responses/kb-clouderp-review-9520406)

### [KeyLoop DMS](https://www.g2.com/products/keyloop-dms/reviews)

Keyloop DMS is an open, collaborative, and flexible Dealer Management System designed to deliver seamless automotive consumer experiences. It connects retailers with manufacturers and an extensive network of approved partners, facilitating efficient management of retail group operations. () Key Features and Functionality: - Schedule Test Drives: Manage fleet and capture customer feedback seamlessly. - Open APIs: Connect to a wide ecosystem of partner and Keyloop applications. - Easy Trade-Ins: Integrate with third-party vehicle valuation providers for accurate valuations. - Manufacturer and Retailer Incentives: Support global incentive schemes. - Complaint Management: Track and resolve customer complaints with complete visibility. - Campaign Management: Create campaign content, select data, and automate processing. - Customised Invoicing: Utilize an invoicing wizard for tailored layout and formatting. - Stock Segmentation: Organize stock by zone, location bin, and storage type. - FIFO (First In - First Out): Manage stock aging by using the oldest parts first. - Single Ledger Accounting: Automatically receive postings from other trading modules. - Accountability and Compliance: Meet legal, analytical, and GAAP compliance regulations. () Primary Value and Solutions: Keyloop DMS serves as the foundation for retailers, efficiently managing retail group operations. Its Experience-First Platform connects DMS data to approved applications from manufacturers and partners, enhancing performance in sales and service teams. Retailers can tailor technology to meet specific business goals, supported by expert professional services for dedicated support and training, ensuring speedy and successful implementation. ()

#### Who Is the Company Behind KeyLoop DMS?

- **Seller:** [Keyloop Holdings](https://www.g2.com/sellers/keyloop-holdings)
- **HQ Location:** Reading, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f166ddbbc6ea377f3a8d3804cec69473d5b8f277a953eb5044c6d3baa1e90ce0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2674915%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,411 employees on LinkedIn®

### [Kipu EMR](https://www.g2.com/products/kipu-emr/reviews)

Kipu is the leader in behavioral health technology, powering more than 5 million episodes of care annually across 6,000+ facilities. As the first intelligent operating system built for behavioral health and powered by Kipu Helix™, our unified platform connects your entire patient journey—helping your organization reach more patients, maximize revenue, and protect compliance. One platform for EMR, CRM, RCM, GRC, and AI Workflows. Clinical Operations (EMR & Kipu Intelligence) Your record of truth for patient care, with an intuitive, customizable platform for documentation, treatment planning, scheduling, medication management, patient engagement, reporting, and outcomes tracking. Longitudinal View: Kipu EMR provides a more complete view of the patient journey across programs, levels of care, and locations, helping organizations improve continuity of care and operational visibility. AI Powered Workflows: Leverage AI-assisted documentation, chart review, note auditing, and workflow automation to reduce administrative burden and improve efficiency. Developed on Amazon Web Services (AWS) and backed by HITRUST and ISO/IEC 42001 certifications, it applies strict ethical, security, and governance standards to ensure every feature enhances, never replaces, clinical decision-making. Highlights: - Up to 40% growth in patient census reported by organizations using Kipu - Up to 42% overall time savings in clinical documentation and - Up to 67% time savings completing biopsychosocial assessments - 60–70% less time spent documenting new and existing clients  Growth & Admissions (CRM) Manage referrals, admissions, outreach, and patient engagement through workflows purpose-built for behavioral healthcare. Connected Journeys: Seamless integration with Kipu EMR connects the experience from initial contact through treatment. Alumni Engagement: Team Recovery extends support beyond discharge to cultivate long-term recovery communities. Highlights: - Supports more than 100,000 admissions annually - Purpose-built for behavioral health admissions and referral workflows - Connected patient journey from inquiry through long-term engagement Revenue & Financial Operations (RCM) Optimize financial performance and streamline claims management with integrated revenue cycle management, billing quality controls, and embedded patient payment solutions. Kipu Payments: Powered by Stripe, collect patient payments directly within one platform. Optional patient financing options available through Sunbit. Billing Audit Tool (BAT): Identify and fix billing issues before submission to accelerate payment timelines. Highlights: - Approximately 1.5 million claims submitted annually - Up to 99% Perfect Pass and Clean After Waystar Rate - Clearinghouse rejection rates as low as 0.44% - Payer rejection rates as low as 0.21% Compliance & Business Intelligence Stay continuously compliant, reduce institutional risk, and make data-driven operational decisions. Kipu GRC/Compliance: Simplify accreditation readiness (CARF/Joint Commission), regulatory compliance, and staff training. Kipu BI: Access customizable reporting and forecasting capabilities to improve clinic performance. Highlights: - The only patented compliance software purpose-built for behavioral health - 14,000+ regulatory requirements tracked and 600+ successful surveys supported - Up to 35% reduction in compliance administration time - 2,000+ data attributes available for reporting and analytics Security & Trust Security, privacy, and compliance are foundational to the Kipu platform. Kipu maintains HITRUST certification and supports thousands of behavioral healthcare organizations with secure, compliant workflows designed to protect sensitive patient information and meet evolving regulatory requirements.

**Average Rating:** 4.7/5.0

**Total Reviews:** 38

#### How Do G2 Users Rate Kipu EMR?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Kipu EMR?

- **Seller:** [Kipu Systems](https://www.g2.com/sellers/kipu-systems)
- **Company Website:** www.kipuhealth.com
- **Year Founded:** 2012
- **HQ Location:** Coral Gables, FL
- **Twitter:** @kipusystems  
10 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97ae8e6425c7affff28972a2768c0099c360b94e92cd8cf6e76ae7a74ed00820&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkipu-systems-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
329 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Mental Health Care, Hospital & Health Care
- **Company Size:** 61% Small, 37% Medium

#### What Do G2 Reviewers Say About Kipu EMR?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Kipu EMR to be **exceptionally easy to use** , facilitating smooth navigation and efficient patient chart creation.
- Users love the **navigation ease** of Kipu EMR, finding it simple to access patient information and complete tasks efficiently.
- Users value the **setup ease** of Kipu EMR, allowing seamless adaptation to their specific program needs.
- Users commend the **timely and clear customer support** of Kipu EMR, enhancing the overall user experience significantly.
- Users value the **customization capabilities** of Kipu EMR, allowing them to tailor the system to their unique workflows.

##### Cons

- Users express frustration with **note management issues** , including lost input and difficulties in finding unsigned documents.
- Users find **missing features** in Kipu EMR, such as limited access and lack of automation, hinder productivity and efficiency.
- Users face **file management issues** as some tasks require superuser access, complicating routine administrative functions.
- Users find the **learning curve steep** due to insufficient or inconsistent training sessions offered by Kipu EMR.
- Users desire more **template options** in Kipu EMR, seeking easier ways to manage documents and notes.

#### What Are Recent G2 Reviews of Kipu EMR?

**["Strong, Purpose-Built EMR for Behavioral Health with Reliable Daily Performance"](https://www.g2.com/survey_responses/kipu-emr-review-12967276)**

**Rating:** 5.0/5.0 stars

_— Verified User in Medical Practice_

[Read full review](https://www.g2.com/survey_responses/kipu-emr-review-12967276)

**["Intuitive and Efficient EMR That Simplifies Documentation and Auditing"](https://www.g2.com/survey_responses/kipu-emr-review-12967646)**

**Rating:** 5.0/5.0 stars

_— Heather C._

[Read full review](https://www.g2.com/survey_responses/kipu-emr-review-12967646)

#### What Are G2 Users Discussing About Kipu EMR?

- [What can most EMR programs do?](https://www.g2.com/discussions/what-can-most-emr-programs-do)
- [What does Kipu stand for?](https://www.g2.com/discussions/what-does-kipu-stand-for) - 2 comments
- [What is Kipu works?](https://www.g2.com/discussions/what-is-kipu-works)

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

Knowlix is an all-in-one AI business platform for small businesses. CRM, sales, invoicing, projects, marketing, and HR sit on one data model, with an AI Teammate on top that handles the admin and waits for your approval before anything goes out. The product comes from Peter Meier, who founded Metaio, sold it to Apple in 2015, and then ran their AR algorithm team for four years. Francesco Wiedemann runs the company as CEO. He co-founded Kyte, raised $370M, and sold it to Turo. The Teammate works the way a good assistant works. It drafts the invoice, writes the follow-up, updates the project from the email thread, and puts the result in front of you. You approve, it runs. Given a target profile it will prospect, research the decision makers, create the companies and contacts in your CRM, and write a personal email to each one, and the sending happens after you say yes. Because everything sits on one record, the Teammate answers questions about your business from your own data instead of guessing at it. It keeps the context you gave it last week, so you are not explaining your business from scratch again. The platform interface stays where it is. Ask in plain language and you get the answer with the underlying record next to it, which means you can check the work rather than trust a chat window. A fresh instance is ready in two minutes with the modules installed, and the agent walks you through the first steps. Server, account, and domain come with it. Moving your data over is a CSV export from your old tool that the agent imports together with you, and bigger migrations go through an onboarding call. Support starts with that same agent, which answers at any hour and never bills by the hour. When a question needs a person, it opens a ticket that lands with our implementation lead. Built for owner-led companies of roughly one to fifteen people. Trades and construction firms, interior design studios, professional services, recruiting agencies. Knowlix is a Munich company, an official Odoo partner, and has been building this product since 2020. $24.90 per seat per month, reduced from $35.60. Hosting, updates, and support are inside that price and there is no implementation fee, because the setup runs through the agent instead of a consultant. Some advanced modules need an additional license and get quoted separately. The trial is seven days with 25+ apps and 10 AI credits, and it takes no credit card. There is no permanent free plan.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

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

- **Seller:** [Knowlix](https://www.g2.com/sellers/knowlix)
- **Year Founded:** 2021
- **HQ Location:** Munich, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fd530889f3054aea6908711a759fb7d0053cf89798568bb52d19bea7f29a95ef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fknowlix%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Knowlix Saves Hours with Smart Email Drafts, Automated Retainer Billing, and Unified History"](https://www.g2.com/survey_responses/knowlix-ai-review-12805502)**

**Rating:** 5.0/5.0 stars

_— Julian R._

[Read full review](https://www.g2.com/survey_responses/knowlix-ai-review-12805502)

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

Kola CRM is a full-featured B2B CRM you buy once — not a subscription. While platforms like Salesforce and HubSpot charge $20-25 per user, per month, forever, Kola charges a single one-time fee per tier and you own it for good. Built for SMB sales teams (5-50 employees), Kola includes a visual drag-and-drop pipeline, contact and deal management, role-based dashboards and reporting, and Ask Kola — a built-in AI assistant (bring your own API key) for natural-language CRM queries. Starter runs locally in the browser; Professional and Business are self-hosted on your own server, so your data never leaves your infrastructure. No per-seat fees, no vendor lock-in, no surprises.

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

- **Seller:** [Chestnut Compute](https://www.g2.com/sellers/chestnut-compute)
- **Year Founded:** 2025
- **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=9b2660b6ac5e1f8d648acf65d631d1007505579047a10bde5f0cde6125a13358&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fchestnut-compute-corp%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [KWI](https://www.g2.com/products/kwi/reviews)

KWI is the industry’s only true omnichannel platform for specialty retailers. KWI helps brands maximize sales by delivering delightful online and in-store shopper experiences using mobile-first and global payment technology. With KWI, retailers execute omnichannel flawlessly with the features that matter most including endless aisle, clienteling, mobile checkout, inventory management, ecommerce and more. KWI offers world class implementation and support services — providing both the tech and humans retailers need to put their customers at the center. KWI serves top brands in the industry such as Pandora, Oscar de la Renta, Bluemercury, Dylan’s Candy Bar, and David Yurman.

**Average Rating:** 4.5/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate KWI?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)

#### Who Is the Company Behind KWI?

- **Seller:** [KWI](https://www.g2.com/sellers/kwi)
- **Year Founded:** 1985
- **HQ Location:** Melville, New York, United States
- **Twitter:** @kligerweiss  
63 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e5c1023bfc0b30877be2bbed45d2d905c641a0d439e19f8b72e138ff6e0475f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkwi&secure%5Burl_type%5D=linkedin_company_website)  
290 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Medium, 25% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **data loaders for mass updates** in KWI, enhancing efficiency in managing purchase orders and articles.
- Users value the **efficient data loaders** for seamless mass updates of purchase orders and articles in KWI.
- Users value the **data loaders for mass updates** in KWI, streamlining the management of purchase orders and articles.

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

**["Helps in managing Sales and product life"](https://www.g2.com/survey_responses/kwi-review-10396164)**

**Rating:** 4.0/5.0 stars

_— Kanika R._

[Read full review](https://www.g2.com/survey_responses/kwi-review-10396164)

**["Great Partnership for many years"](https://www.g2.com/survey_responses/kwi-review-6718911)**

**Rating:** 5.0/5.0 stars

_— Nick B._

[Read full review](https://www.g2.com/survey_responses/kwi-review-6718911)

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

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

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

leadbooster is a CRM for B2B and B2C sales teams covering the full sales cycle: lead management, deal pipelines, email automation, digital contracts, AI-generated campaigns, and landing pages. Flat $69/user/month, unlimited contacts, free migration included.

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

- **Seller:** [leadbooster.co](https://www.g2.com/sellers/leadbooster-co)
- **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=dc492f9235d642bd67238509e037ea0135cf65d3972e25812287c9776fb894f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleadboosterco%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Leadchee](https://www.g2.com/products/leadchee/reviews)

Leadchee is an AI-driven Customer Relationship Management (CRM) tool specifically designed for startups. It strives to simplify the process of managing leads and is built to be both cost effective and scalable, making it compatible with businesses of different stages and sizes. Leadchee provides real-time insights and helps startups prioritize their leads effectively. A key feature of Leadchee is its capability to automate follow-ups, reducing manual tasks and helping companies be more efficient in their communication and lead nurturing processes. It also seamlessly integrates into existing workflows, reducing the need for companies to alter their current systems or processes. Unlike traditional enterprise tools that may have unnecessary features for startups, Leadchee aims to only provide functionalities that startups need. It allows for integration with other platforms, offering potential for extended versatility and functionality. Please note that further details about the specific integrations, pricing and FAQs can be found on their website.

#### Who Is the Company Behind Leadchee?

- **Seller:** [Ceres Broker](https://www.g2.com/sellers/ceres-broker)
- **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=78f100b660243354ca63438d8a7c9f8052e396fb7ae6a0a84593855b1e9c248b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fceres-broker%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

LeadFlow CRM is India's Facebook lead distribution platform built for sales teams and network marketing distributors. When a Facebook Lead Ad form is filled, LeadFlow automatically assigns the lead to the right team member in seconds - no WhatsApp chaos, no missed leads, no manual distribution. Perfect for Forever Living distributors, insurance agents, real estate teams, and any SMB running Facebook Lead Ads in India. Key Features: - Automatic lead assignment from Facebook Lead Ads - Fair round-robin distribution with daily limits - Real-time push notifications for team members - Manager dashboard with complete lead tracking - Member mobile dashboard with lead management - Plan-based quota system with daily lead limits Plans start at Rs 999 per quota cycle. No monthly subscription. Setup in 20 minutes. Trusted by sales teams across Punjab, Haryana, and Delhi NCR Or India.

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

- **Seller:** [LeadFlow CRM](https://www.g2.com/sellers/leadflow-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®

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Spotlight Categories

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

[E-Commerce Platforms](https://www.g2.com/categories/e-commerce-platforms)

[ETL Tools](https://www.g2.com/categories/etl-tools)

[Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance)

[Procure to Pay Software](https://www.g2.com/categories/procure-to-pay)

Similar Categories

- [Sales Compensation](/categories/sales-compensation)
- [AI Sales Assistant](/categories/ai-sales-assistant)
- [Auto Dialer](/categories/auto-dialer)
- [Contract Analytics](/categories/contract-analytics)
- [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm)

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

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

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

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

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

Updated March 5, 2025

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

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

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

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

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

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

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

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