# Best CRM Software - Page 63

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,093

### 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
- 121,900+ Authentic Reviews
- 1,093+ 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=1934&focus%5B%5D=3296)

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

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=activecampaign&focus%5B%5D=close)

**Sponsored**

### Copper

Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources.

[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=2026-08-05T00%3A16%3A14Z&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=6027&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%3Fkeyword%3Dnative%252Bads%26matchtype%3De%26page%3D63&secure%5Btoken%5D=59b7889ccd4fd234ca8ec80631331a0114feeef54251d69d9f938acebe4fbd14&secure%5Burl%5D=https%3A%2F%2Fwww.copper.com%2Fsignup%3Futm_source%3DG2%26utm_medium%3Dreviewwebsites%26utm_campaign%3Dclicks&secure%5Burl_type%5D=free_trial)

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

itracMarketer is the only Email marketing and marketing automation solution built for medium-sized and large business growth that delivers no worry CASL compliance and respects data privacy with data stored in Canada. As the trusted choice of Canadian digital marketers, itracMarketer saves time with automated campaigns and lead capture, amplifies customer acquisition and retention, and optimizes marketing performance. itracMarketer is a simple, affordable solution that adapts to your business operations and how you interact with customers while integrating with your business systems. With reliable, personal touch service we are you extension of your marketing team.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate itracMarketer?

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

#### Who Is the Company Behind itracMarketer?

- **Seller:** [itracMarketer](https://www.g2.com/sellers/itracmarketer)
- **Year Founded:** 2003
- **HQ Location:** Toronto, CA
- **Twitter:** @itracmarketer  
842 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2399e3cd5dcc694d2e3f2e6b0899cd7e847e286a564592412c0ee94523235f2f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fitracmedia-inc%3Ftrk%3Dnav_account_sub_nav_company_admin&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large, 100% Medium

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

**["Automatic platform for open rate Gurns software."](https://www.g2.com/survey_responses/itracmarketer-review-2921899)**

**Rating:** 5.0/5.0 stars

_— Faith A._

[Read full review](https://www.g2.com/survey_responses/itracmarketer-review-2921899)

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

Jeanus is a B2B CRM designed for sales-led businesses who've outgrown lightweight tools like Pipedrive but want to avoid HubSpot's per-seat cost spiral. Pricing is flat from £49/month with unlimited users on every plan. Three things make Jeanus different from other CRMs at this price: (1) Customer-facing trade portal is included on every plan, not an add-on. Your customers log in, see their negotiated prices, place orders, scan barcodes, message their rep, track shipments. This is the feature that buyers spend £15k+ on Salesforce Service Cloud to get. (2) AI is included via a monthly credit pot, not a £40-per-seat surcharge. Prospect finder (real companies, real web search), AI email drafting per-lead with full context, daily briefings, ask-the-dashboard chat, inbox thread summaries. Powered by Claude Opus and Sonnet. (3) Bespoke build path for when you outgrow self-serve. The same team that ships the standard product can add a custom layer - your data objects, your workflows, your integrations - for a one-off £15k+ fee with full source-code handover. You can self-host the customised platform after subscription ends. Built generically for: wholesale + distribution, recruitment, agency, products + e-commerce, professional services. Each vertical gets sensible defaults (terminology, modules turned on) that admins can tweak. Made by Pixel & Shovel, a software studio. Same people who answer support tickets, ship updates and take roadmap input - no outsourced helpdesk. Pricing: Groundwork £49/mo, Framework £99/mo (most popular), Landmark £199/mo. Bespoke build from £15k one-off + monthly subscription. Cancel any month.

#### Who Is the Company Behind Jeanus?

- **Seller:** [Pixel & Shovel](https://www.g2.com/sellers/pixel-shovel)
- **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=da6a3193b5256b4774755f1983d1a3c88c298bfa8f5f4ad77d4d902fee653945&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpixel-and-shovel&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [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 built to run your operations, not advise on them. The AI Teammate sends invoices, chases leads, moves projects, and drafts emails on its own while your team focuses on real work. The two founders behind Knowlix have built and sold companies before this one. One took Kyte to Turo after $370M raised. The other took Metaio to Apple. Two decades of shipping software people pay for. The AI Teammate handles the work other software still asks humans to do. It writes follow-ups when leads stall, sends invoices when projects close, updates status from email threads, and drafts replies in your tone. Everything runs inside one system on shared data, so the AI never asks for context it should already have. Most small businesses pay for HubSpot, ClickUp or Asana, QuickBooks, and Slack, plus a stack of point tools nobody remembers subscribing to. That setup costs hundreds per seat each month and forces three copies of every customer record. Knowlix replaces all of it. One login, one customer record, one AI that can act across the whole stack. Built for teams of 5 to 100 running real operations across sales, projects, and finance. Trades and field service, professional services firms, wellness and fitness studios, agencies, and tech-enabled SMBs across Europe and North America. If your business runs on those rails, Knowlix is the layer underneath. Four groups cover the day: Sales and CRM (pipeline, quotes, contracts), Operations (projects, tasks, inventory), Finance (invoicing, expenses, books), and Marketing and HR (campaigns, hiring, payroll). 50+ apps share one data model and one AI, with website builder, POS, and notetaker on the same backbone. Knowlix is built in Munich. GDPR-compliant by default. Data stays in Europe. DATEV export is native for German accountants. For DACH businesses on Lexoffice, migration is included. No data leaves the EU unless you send it elsewhere. Pricing starts at $24.90 (€19.90) per user per month with a free plan available. Most businesses are up and running within a day. Migration from your current stack handled by the team.

**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®

- [‹ Prev‹ Prev](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=62&post_type=post#product-list)
- [1](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&post_type=post#product-list)
- [2](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=2&post_type=post#product-list)
- …
- [59](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=59&post_type=post#product-list)
- [60](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=60&post_type=post#product-list)
- [61](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=61&post_type=post#product-list)
- [62](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=62&post_type=post#product-list)
- 63
- [64](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=64&post_type=post#product-list)
- [65](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=65&post_type=post#product-list)
- [66](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=66&post_type=post#product-list)
- [67](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=67&post_type=post#product-list)
- …
- [72](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=72&post_type=post#product-list)
- [73](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=73&post_type=post#product-list)
- [Next ›Next ›](/categories/crm?1fa21669_page=2&769ca0dd_page=17&99edf393_page=8&e22a903e_page=5&order=g2_score&page=64&post_type=post#product-list)

Spotlight Categories

[Background Check Software](https://www.g2.com/categories/background-check)

[AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant)

[Enterprise Risk Management (ERM) Software](https://www.g2.com/categories/enterprise-risk-management-erm)

[Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking)

[Remote Monitoring & Management (RMM) Software](https://www.g2.com/categories/remote-monitoring-management-rmm)

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

Show More