# Best CRM Software - Page 56

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,097

### 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
- 122,000+ Authentic Reviews
- 1,097+ 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=3296&focus%5B%5D=128650&focus%5B%5D=1934)

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

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

**Sponsored**

### Coevera

Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-07T08%3A22%3A13Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1841&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%3Flanguage%3Djapanese%26page%3D56&secure%5Btoken%5D=ddddcaabb2566334148342ff9586447418ca33402c575e0229e48e40a164f200&secure%5Burl%5D=https%3A%2F%2Fwww.coevera.com%2Fpricing&secure%5Burl_type%5D=paid_promos)

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

Arches CRM is a cloud-based customer relationship management (CRM) and sales platform designed to help businesses manage leads, sales pipelines, customer interactions, and workflows from a single, unified system. It combines communication tools, automation, analytics, and AI features into one intuitive interface so teams can streamline sales, nurture relationships, and grow revenue more efficiently. 📌 Core Overview 1. All-in-one CRM platform: Helps businesses track leads, deals, customer communication, tasks, and follow-ups in one place. 2. AI-driven automation: Uses artificial intelligence to automate routine activities like drafting messages, scheduling follow-ups, and organizing workflows. 3. Unified communications: Consolidates email, calls, SMS, and WhatsApp Business interactions into a single inbox so teams never miss contacts or conversations. 4. Sales pipeline & workflow management: Provides visual sales pipelines and structured tools to track a deal from lead to close, with analytics and automation. 5. Productivity features: Includes calendar management, task scheduling, segmentation of leads, and reporting to help teams stay organized and productive. 🛠️ Key Benefits 1. Centralized data: All customer and sales information lives in one dashboard, reducing app switching and manual work. 2. Enhanced customer engagement: With unified communication and personalized messaging, teams can respond faster and build stronger customer relationships. 3. Automation & efficiency: Routine sales and follow-up actions can be automated, freeing teams to focus on closing deals. 4. AI assistance: Helps improve productivity by polishing communications, clarifying notes, and optimizing workflows. 🧠 Ideal Users Arches CRM is aimed at sales teams, small to growing businesses, and customer support teams that want a modern, AI-enhanced CRM platform with automation, pipeline visibility, and unified communications.

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

- **Seller:** [Arches CRM](https://www.g2.com/sellers/arches-crm)
- **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=a5c9f9ec0290afe032e47469408c9e114ae01e6faada7dab070dc3046c059216&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Farchescrm%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

AutomateNexus CRM is an AI-native, all-in-one CRM that unifies your sales pipeline, communications, marketing, and client delivery in a single platform — so teams stop stitching together a dozen disconnected tools. Built around one shared contact database, it pairs a full sales CRM — unlimited contacts and pipelines, drag-and-drop deal stages, AI forecasting, and ML-based lead scoring — with the channels teams actually use to close and serve customers: two-way Gmail and Outlook sync, email marketing campaigns and sequences, built-in phone and SMS with an AI receptionist and call recording, and multi-platform social scheduling. What sets it apart is AI that does real work, not just autocomplete. Karrie, the built-in copilot, runs your CRM by chat, while specialized agents for sales, support, marketing, and operations handle follow-ups, record updates, and drafting in the background — with per-agent controls that let you keep every action supervised or let trusted agents run autonomously. Because it's bring-your-own-key (OpenAI, Anthropic, Gemini, or Groq), there are no per-message AI credits or markup. For agencies and client-facing teams, AutomateNexus CRM adds unlimited white-label client portals, branded proposals and quotes with e-signature, project and task management, a website and funnel builder, and a knowledge base — everything needed to win, deliver, and retain clients under your own brand. Ideal for small businesses, agencies, and growing revenue teams that want enterprise-grade capability without enterprise pricing or a patchwork of subscriptions.

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

- **Seller:** [AutomateNeuxstitle](https://www.g2.com/sellers/automateneuxstitle)
- **Year Founded:** 2025
- **HQ Location:** Seattle , US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=397e5777fabd648145081e0ff5802655fc7ad559f6f732150221d6620e835080&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fautomatenexus&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Avaro-One](https://www.g2.com/products/avaro-one/reviews)

Avaro-One™ is a cloud-based platform that brings customer relationship management and professional services automation together in one integrated system. Built for professional services firms, it enables teams to manage sales pipelines, project delivery, time tracking, invoicing, and operational reporting through a single subscription-based application. Developed by Avaro Technologies Ltd., a UK-based software company, Avaro-One™ is purpose-built for consultancies, managed service providers, and other professional services organisations that have historically relied on a fragmented stack of disconnected tools to run their business. The platform replaces the need for separate CRM, project management, time tracking, invoicing, marketing automation, and HR performance tools by unifying all of these capabilities under one roof. Key features include a full sales pipeline with lead scoring, quoting, contract lifecycle management, built-in video meetings inc screen sharing and e-signature; project delivery with interactive Gantt charts, resource planning, and timesheet approval workflows; marketing automation with email journeys, A/B testing, and audience segmentation; finance management with recurring invoicing, expense OCR, and profitability reporting; and people development tools covering performance reviews, OKRs, competency frameworks, and coaching. The platform also includes a branded client portal, GDPR compliance tooling, two-factor authentication, role-based access controls, and a webhook framework for external integrations. Avaro-One™ is designed to support the complete client lifecycle — from first lead through to project delivery, invoicing, and renewal — without requiring integrations or manual data handoffs between tools. It is available via a free tier and paid seat-based plans starting from £35 per seat per month, with an enterprise option for larger or more complex organisations.

#### Who Is the Company Behind Avaro-One?

- **Seller:** [Avaro Technologies](https://www.g2.com/sellers/avaro-technologies)
- **Year Founded:** 2026
- **HQ Location:** Wirral, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6a25240fdb7c7ad106a3e7baa8ab96ee1e22a838af406ecb63429d74acbb88f3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Favaro-technologies-ltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Balliante One](https://www.g2.com/products/balliante-one/reviews)

Balliante One is a simple, no-nonsense CRM built for small businesses that don’t want complexity. Designed for teams still using spreadsheets, email, or disconnected tools, Balliante One brings customer management, proposals, contracts and invoicing into one easy-to-use platform — without the steep learning curve of traditional CRMs. Unlike sales-heavy CRM systems built for large teams, Balliante One focuses on simplicity and everyday business operations, helping you organise customers, send documents, collect digital signatures and get paid — all from one place.

#### Who Is the Company Behind Balliante One?

- **Seller:** [Balliante](https://www.g2.com/sellers/balliante)
- **HQ Location:** Rotherham, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5bfa653e6725829aff42c96d86970e797349f4af5ca1e12651078f86ce01a33e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fballiante%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

### [Bash-Soft CRM](https://www.g2.com/products/bash-soft-crm/reviews)

Bash-Soft is an all-in-one cloud platform designed to run and scale any business from startups to enterprise networks by combining CRM, ERP, POS, HRM, HelpDesk, marketing, billing, and analytics into a single unified interface. Each client operates on a dedicated deployment with an isolated Neon PostgreSQL database and Netlify backend for maximum security, enterprise-grade RBAC, and scalability. The platform features 20 core modules including a CRM Core, Sales Pipeline, E-Commerce & POS, Booking, Restaurant management, Finance & Invoicing, ERP & Inventory, HRM, HelpDesk, Knowledge Base, Marketing, Tasks & Projects, Automation, Loyalty Program, API Center, Billing, Settings, Reports & Analytics, a built-in Public Website, and Audit & Security logs. Bash-Soft is built on a modern tech stack utilizing React 18, TypeScript, Vite, Tailwind CSS, Cloudflare R2 storage, and PayPal integration, and is offered across flexible Standard, Premium, and Enterprise subscription plans.

#### Who Is the Company Behind Bash-Soft CRM?

- **Seller:** [Bash-Soft Studio](https://www.g2.com/sellers/bash-soft-studio)
- **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®

### [Beetle Eye](https://www.g2.com/products/beetle-eye/reviews)

Beetle Eye streamlines CRM and marketing tools in order to provide one powerful platform that helps you grow your business

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Beetle Eye?

- **Seller:** [Beetle Eye](https://www.g2.com/sellers/beetle-eye)
- **Year Founded:** 2017
- **HQ Location:** Sarasota, US
- **Twitter:** @btleye  
3 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=85589802877c37d22cef0b13992e66f8150656e9baa189bebea745f82c4dcb1d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbeetle-eye%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 Beetle Eye?

**["Beetle Eye is all I need for lead capturing and relevant email marketing campaigns"](https://www.g2.com/survey_responses/beetle-eye-review-724123)**

**Rating:** 5.0/5.0 stars

_— Andrey R._

[Read full review](https://www.g2.com/survey_responses/beetle-eye-review-724123)

### [Befer.co](https://www.g2.com/products/befer-co/reviews)

Befer.co is an all-in-one, AI-powered CRM and sales automation platform designed to help businesses, sales teams, and agencies streamline their entire sales process. By bringing scattered operations into a single clean workspace, it eliminates manual busywork through visual Kanban pipelines, automated multi-step workflows, and real-time AI analytics. The platform allows users to capture and track prospects seamlessly across stages while managing automated client outreach via emails, SMS, and AI calls. With built-in insights for tracking campaign performance and native integrations for tools like Google Calendar, Facebook Pixel, Google Tag Manager, Google Analytics, and Google My Business, Befer.co helps teams convert more leads into revenue on autopilot.

#### Who Is the Company Behind Befer.co?

- **Seller:** [Hatzs Dimensions](https://www.g2.com/sellers/hatzs-dimensions-2026-08-04)
- **Year Founded:** 2019
- **HQ Location:** Austin, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=151837d31af86a5c05e4430858d1908f18714dbcd065fc65df6bf2cbf7fa4ac6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhatzsdimensions&secure%5Burl_type%5D=linkedin_company_website)  
50 employees on LinkedIn®

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

BeRocker is an AI-powered CRM platform built specifically for auto transport brokers. It combines lead management, quoting, communications, and dispatch integrations into one streamlined system, eliminating the need to juggle multiple tools. With built-in AI quoting, voice and SMS automation, and real-time integrations with load boards like Central Dispatch and Super Dispatch, BeRocker helps brokers close deals faster, stay compliant, and deliver a better customer experience. Unlike generic CRMs, BeRocker is designed around the unique workflows of the auto transport industry, from managing inbound leads and automating follow-ups, to verifying carriers, tracking shipments, and analyzing performance. The result: higher conversion rates, lower operational overhead, and more profitable shipments.

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

- **Seller:** [BeRocker](https://www.g2.com/sellers/berocker)
- **Year Founded:** 2022
- **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=ee5b2ad352297698287ff893c35a254204281c0aa3bffa85c981c0916df86d0a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fberocker%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

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

Bit CRM is a true WordPress CRM that tracks every contact, task, email, and meeting - then pushes you to close the deal. Manage leads, deals, invoices, and companies, all inside WordPress with visual workflow automation and native WooCommerce integration.

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

- **Seller:** [Bit Apps](https://www.g2.com/sellers/bit-apps-2026-07-27)
- **Year Founded:** 2018
- **HQ Location:** Chittagong, BD
- **Twitter:** @WPBitCRM
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e6b4e1396e7d6d0a1f6285fb6d653bffdf08b1d6b264cfb8bbbf68238fab9780&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbitapps&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

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

Sales CRM India trusted by SMBs, IT companies, and MSPs across Bangalore and India. Manage every lead, campaign, meeting, and order from one unified platform — customised to the way you sell.

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

- **Seller:** [Navikra Tech Solutions](https://www.g2.com/sellers/navikra-tech-solutions)
- **Year Founded:** 2017
- **HQ Location:** Bangalore, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=54a2a16d1559fad2bd71305b9a07280fc911b5287ac417f55bb523994c6ed72f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnavikra-tech-solutions&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

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

Small business marketplace connecting the businesses with consumers, providing customer acquisition, communication and retention tools to the small businesses and opportunity for consumers to connect, communicate with their favorite businesses all in one place.

#### Who Is the Company Behind BizKarm?

- **Seller:** [ProdCom Tech](https://www.g2.com/sellers/prodcom-tech)
- **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=df1b881ee90d535ce69086f0c69bcbd3689ec6c9683d75f4618505245c951934&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprodcomtech%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

### [Bizmated Stack CRM](https://www.g2.com/products/bizmated-stack-crm/reviews)

Bizmated Stack CRM is a marketing and CRM company based in Plano, Texas, launched in 2024. With a small yet skilled team of five, Bizmated is dedicated to helping businesses streamline operations and grow. Despite its size, Bizmated combines expertise with cutting-edge technology to deliver impactful solutions to businesses across industries. The Bizmated platform is an all-in-one CRM solution designed to simplify marketing and customer relationship management. Key features include automated workflows, email and SMS marketing, sales funnels, landing page creation, pipeline management, and reputation management tools. By bringing all these essential tools into one customizable platform, Bizmated makes it easier to manage leads, automate tasks, and centralize client communications. With Bizmated, businesses can save time, boost efficiency, and improve lead conversion rates. It’s the perfect tool for companies looking to scale their operations, enhance customer engagement, and optimize marketing campaigns. Whether you're a startup or an established agency, Bizmated offers the best CRM software features to help you grow and succeed.

#### Who Is the Company Behind Bizmated Stack CRM?

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

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

A minmal CRM with built-in chat, voice calls, and contract sign-in — designed for small service businesses like car rentals, plumbers, electricians, assistants and cleaning services. Who need to close deals fast, not manage software. This whole system from $17 a month. Best alternative of gohighlevel, pipedrive, hubspot and zoho crm.

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

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

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

Bluver is an all-in-one CRM and business management platform built for blue-collar service businesses including HVAC, plumbing, electrical, landscaping, roofing, cleaning, painting, and general contracting. The unified inbox pulls messages from Gmail, Facebook, Instagram, Google Business Profile, SMS, and voice calls into one place. An AI receptionist monitors conversations 24/7, drafts replies in your voice, identifies leads, and suggests actions — nothing sends without your approval. Schedule jobs with Google Calendar sync, send quotes with reusable templates, create invoices, and accept credit card and bank payments through Stripe. Post to Facebook, Instagram, and Google Business Profile from one screen. Build a professional business website with no code using industry-specific templates. Track team hours, expenses, and manage timesheets. Create standard operating procedures for your crew. Analytics tracks revenue, response times, customer retention, and scheduling. Free plan available. Starter at $29/mo and Pro at $5/seat/mo for teams up to five users.

#### Who Is the Company Behind Bluver?

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

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

Boldik is a simple CRM built for freelancers, consultants, and entrepreneurs. Unlike complex enterprise tools, Boldik focuses on what independent professionals actually need: client profiles, retainer tracking, follow-up reminders, and renewal alerts — all in a beautiful, intuitive interface. Key features: - 5-minute setup, no training required - Retainer and renewal tracking - Client relationship management - Follow-up task reminders - Beautiful dark UI Free forever for up to 10 clients. Paid plans start at $6/month. Perfect for freelancers, consultants, coaches, and small agencies who want professional client management without enterprise complexity.

#### Who Is the Company Behind Boldik?

- **Seller:** [Apptech Software](https://www.g2.com/sellers/apptech-software-03be2218-91ea-4ad9-ad37-9dd8193d3ead)
- **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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 ![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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