# Best CRM Software - Page 65

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,105

### 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
- 1,105+ 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**

### Reevo

Reevo is the AI-native sales platform that runs prospecting, outreach, conversation intelligence, deal management, forecasting, and coaching on the full context of your business. Because every call, email, meeting, and deal update lives in a single memory, Reevo AI has a complete view of every account and can act on it – drafting follow-ups, updating the CRM, and flagging deal risk across the pipeline. Over time it learns how your team actually sells – your stages, signals, and patterns – and gets more accurate about your buyers. That shared memory also carries your team's knowledge, so new sellers ramp with the same account context and institutional know-how your top reps have, instead of rebuilding it from scratch. Layer Reevo over the tools you already use, or run it as your CRM and system of record out of the box. Because it works from one source of truth rather than partial views, your team spends less time on manual updates and makes decisions on the full picture.

[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=2026-08-11T10%3A44%3A59Z&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=1395075&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%3Dspanish%26locale%3Dde%26page%3D65&secure%5Btoken%5D=48bd8d98c1892f1fe47ec38a3235d8c9c84d5c3b8c265e92482fd0edf01cdce4&secure%5Burl%5D=https%3A%2F%2Freevo.ai%2Fsee-reevo-p1-b-g2%3Futm_source%3Dg2%26utm_medium%3Dreview_site%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url)

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

LeadLab is a simple, affordable CRM built specifically for Indian sales teams replacing Excel and WhatsApp with a real sales pipeline. Manage leads, track follow-ups, and close deals faster — without the complexity of Zoho or HubSpot. → Visual Kanban pipeline board → Hot / Warm / Cold lead tagging → Follow-up reminders & overdue alerts → Lead source tracking (Ads, Referral, WhatsApp, LinkedIn) → One-click WhatsApp outreach → Unlimited team members No setup. No per-user pricing. No complexity. ₹999/year for unlimited users. 14-day free trial included. Built in India. Built for Indian SMBs, agencies, and field sales teams.

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

- **Seller:** [LeadLab](https://www.g2.com/sellers/leadlab)
- **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)  
2 employees on LinkedIn®

### [LeadMachine AI CRM](https://www.g2.com/products/leadmachine-ai-crm/reviews)

Most CRMs are data warehouses with a sales skin on them. You pour leads in, shuffle them around, and spend half your day updating fields nobody reads. The pipeline looks full. The revenue doesn't follow. That's not a CRM problem. That's a design problem. LeadMachine is an AI-native CRM built from scratch around one idea: your sales tool should tell you what to do next, not wait for you to figure it out. At the center of it is Ledo, a built-in AI assistant who monitors your pipeline around the clock. He surfaces who deserves your attention today, why they're worth the call, and what you should know before you make it. He doesn't live in a chatbot widget bolted to the side of a legacy interface. He's embedded in the workflow, working while you aren't. LeadMachine captures leads automatically from your website, Shopify store, Facebook Lead Ads, and LinkedIn. The moment a lead comes in, it's enriched with company size, industry, revenue estimates, tech stack, and social profiles. No manual research. No Zapier chains. No waiting. The platform runs at $58 per user per month (intro pricing), with unlimited leads and full Ledo access included. There are no seat tiers, no feature gates, and no sales call required to get started. The free trial runs 14 days with no credit card. LeadMachine is built for small business owners who are done managing tools instead of managing relationships, sales teams who want prioritization instead of more dashboards, startups that need an AI co-pilot without enterprise overhead, and Shopify store owners who are sitting on customer data they've never converted into a sales pipeline. It connects with the tools you already use: Shopify, WordPress, Gravity Forms, Google Calendar, Mailchimp, and Facebook Lead Ads via direct webhook. It installs as a PWA on any device. There is no bloated onboarding process. If you have been running HubSpot, Salesforce, or Pipedrive and found yourself spending more time maintaining the CRM than working the leads inside it, LeadMachine was built in response to exactly that experience.

#### Who Is the Company Behind LeadMachine AI CRM?

- **Seller:** [Ask Ledo](https://www.g2.com/sellers/ask-ledo)
- **Year Founded:** 2026
- **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=051b018362c67780d4af9a3739eaeb1afa1a7a4871e4fa2ecd4faaf03509bb2b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fask-ledo-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

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

#### Who Is the Company Behind LeadMitraCRM?

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

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

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

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

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

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

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

#### Who Is the Company Behind LeadRealizer?

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

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

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

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

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

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

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

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

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

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

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

#### Who Is the Company Behind Leapify?

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

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

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

#### Who Is the Company Behind LEDSAK?

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

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

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

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

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

Liteo is a CRM for small service teams who want to start selling, not start learning software. Most CRMs make you configure them before they're useful. Liteo works the moment you open it. Contacts, businesses, deals, quotes, and tasks are set up the way small service teams actually work, so there's no wizard and no blank screen. See every deal on one pipeline. Build a quote from your product and service list, send it, and Liteo sets the follow-up for you. Log the visit, keep the customer's history in one place, and get a reminder when the next service is due. What you get: - Pipeline view for every open deal and its next step - Quotes built from a reusable product and service catalog - Installed base tracking, so you know what you put where - Service reminders that create the follow-up task automatically - Tasks grouped by overdue, today, and this week - Contacts and businesses with full activity history - Lead capture forms that drop straight into your pipeline - Reporting on open pipeline, won revenue, and activity - Pricing is one plan at $9 per user per month, or $7 billed annually. Every feature is included on every seat. There are no tiers to compare and no features held back for an enterprise plan. Seats belong to your workspace, so when someone leaves you hand their seat to the next person at no extra cost. Start free for 14 days. No credit card.

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

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

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Liteo CRM?

**["Affordable, Intuitive CRM with Super-Responsive Support"](https://www.g2.com/survey_responses/liteo-crm-review-13233021)**

**Rating:** 4.5/5.0 stars

_— Verified User in Consulting_

[Read full review](https://www.g2.com/survey_responses/liteo-crm-review-13233021)

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

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

#### Who Is the Company Behind Locomotive?

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

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

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

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

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

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

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

#### Who Is the Company Behind Lynklead?

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

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

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

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

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

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

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

**Rating:** 4.5/5.0 stars

_— Sonam P._

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

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

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

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

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[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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