# Best CRM Software - Page 3 ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,088 ### 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 - 1,088+ 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=1934&focus%5B%5D=3296&focus%5B%5D=128650) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, ActiveCampaign, Close, and Bigin by Zoho CRM. 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=activecampaign&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm) **Sponsored** ### Apollo.io Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs. [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=2026-08-03T23%3A05%3A20Z&secure%5Bdisplayable_resource_id%5D=628&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=19743&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=19743&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%26page%3D3&secure%5Btoken%5D=b2c7514063a3a9083c58acc9a76595cbc0684f21ebdd86d0b9549aea98ac44bf&secure%5Burl%5D=https%3A%2F%2Fwww.apollo.io%2Fdemo%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3DG2Clicks%26utm_content%3Dtopic%26utm_term%3Doutboundcalltracking&secure%5Burl_type%5D=custom_url) ### [Odoo CRM](https://www.g2.com/products/odoo-crm/reviews) With over 5 million users, Odoo is the #1 Open Source CRM software! Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and even create marketing campaign automation to increase their overall sales performance. With Odoo CRM, users can get more leads than ever before. They can also follow-up on phone calls and meetings. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated application. In our latest version (Odoo 14), UTM fields are available as optional fields. Users can handle recurring revenues and manage renewal intervals, as well. Also, you can turn emails received in your Outlook mailbox into leads, and log their content as internal notes. In addition to that, users can now search for leads and opportunities based on phone numbers. Users can track their opportunities pipeline in just a few simple steps, thanks to Odoo's user-friendly Kanban view. Users get an overview of their sales funnel, as well as instant visual information about their next steps, new messages, best opportunities, and expected incomes. The one-of-a-kind Odoo CRM marketing campaign system automates lead acquisitions, follow-ups, and special offers. Users can also determine automated actions based on predefined rules. Odoo CRM's key features are: a Kanban view to track the sales opportunities pipeline, a clear view of the next steps and actions to complete, automated creation of leads based on incoming emails (or coming directly from a website), and users can use their own email client! What more could you ask for?! **Average Rating:** 4.1/5.0 **Total Reviews:** 187 #### How Do G2 Users Rate Odoo CRM? - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Odoo CRM? - **Seller:** [Odoo](https://www.g2.com/sellers/odoo) - **Year Founded:** 2005 - **HQ Location:** Brussels, Belgium - **Twitter:** @Odoo 55,391 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a5c2909893f928df131888ff32e9c04d541ff4f4e70d91d927b1d18bacee41c2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F633558%2F&secure%5Burl_type%5D=linkedin_company_website) 8,467 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 70% Small, 26% Medium #### What Do G2 Reviewers Say About Odoo CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **user-friendly interface** of Odoo CRM, making lead management and marketing communication effortless. - Users value the **effective lead management** in Odoo CRM, streamlining communication and follow-ups seamlessly. - Users commend Odoo CRM for its **user-friendly interface** , making navigation and integration of functions seamless and intuitive. - Users appreciate the **easy customization** of Odoo CRM, allowing seamless integration with existing business processes and applications. - Users appreciate the **affordability** of Odoo CRM, making it ideal for startups and businesses of all sizes. ##### Cons - Users find Odoo CRM's **learning curve steep** due to complex setup and a less intuitive interface. - Users find Odoo CRM offers **limited customization** , making advanced setups challenging, especially for non-technical teams. - Users face **integration issues** with Odoo CRM, making it difficult to connect with other platforms and services. - Users find Odoo CRM **not intuitive** , mentioning a cumbersome workflow and difficulties with the user interface and setup. - Users experience **slow performance** with Odoo CRM, especially when handling large amounts of data, affecting efficiency. #### What Are Recent G2 Reviews of Odoo CRM? **["Highly Flexible CRM with a bit of learning curve"](https://www.g2.com/survey_responses/odoo-crm-review-12702600)** **Rating:** 4.0/5.0 stars _— Rahim S._ [Read full review](https://www.g2.com/survey_responses/odoo-crm-review-12702600) **["Good Visibility Across Leads, Meetings, and Ongoing Opportunities"](https://www.g2.com/survey_responses/odoo-crm-review-12945975)** **Rating:** 4.5/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/survey_responses/odoo-crm-review-12945975) #### What Are G2 Users Discussing About Odoo CRM? - [What is Odoo CRM used for?](https://www.g2.com/discussions/what-is-odoo-crm-used-for) - 1 comment - [Which is the best free CRM software?](https://www.g2.com/discussions/which-is-the-best-free-crm-software) - [Is Odoo free to use?](https://www.g2.com/discussions/odoo-crm-is-odoo-free-to-use) - 3 comments - [What is the use of Odoo?](https://www.g2.com/discussions/what-is-the-use-of-odoo) - [What is CRM in Odoo?](https://www.g2.com/discussions/what-is-crm-in-odoo) - 1 comment ### [Scoro](https://www.g2.com/products/scoro/reviews) Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale. **Average Rating:** 4.5/5.0 **Total Reviews:** 488 #### How Do G2 Users Rate Scoro? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Scoro? - **Seller:** [Scoro](https://www.g2.com/sellers/scoro) - **Company Website:** www.scoro.com - **Year Founded:** 2013 - **HQ Location:** London - **Twitter:** @ScoroSoftware 8,204 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c4b840044faa6933148653c2e176735de9e60141f0ee535ec0459b789766380c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F294623%2F&secure%5Burl_type%5D=linkedin_company_website) 143 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 66% Small, 25% Medium #### What Do G2 Reviewers Say About Scoro? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Scoro, benefiting from its streamlined all-in-one platform for various tasks. - Users value Scoro for its **integrated project management capabilities** , simplifying task tracking and business conversations significantly. - Users value the **comprehensive project tracking** in Scoro, enhancing management and profitability for their campaigns. - Users value the **efficient time tracking** feature of Scoro, enhancing productivity without adding complexity. - Users find the **task management features** of Scoro invaluable for integrating projects, budgets, and workflows in one platform. ##### Cons - Users find the **learning curve** challenging due to complexity and rigidity, impacting workflow efficiency during setup. - Users find Scoro's interface **not intuitive** , especially for tasks like creating PTO days and using the mobile app. - Users note the **missing features** in Scoro's mobile version and some integrations that limit functionality. - Users experience a **steep learning curve** with Scoro, challenging for new users due to its complexity and usability issues. - Users find Scoro's **complexity** necessitates extensive training, hindering the initial user experience despite its robust features. #### What Are Recent G2 Reviews of Scoro? **["Absolutely essential for time and team management"](https://www.g2.com/survey_responses/scoro-review-4620988)** **Rating:** 4.5/5.0 stars _— Anna-Kaisa R._ [Read full review](https://www.g2.com/survey_responses/scoro-review-4620988) **["Subtasks and dependencies made cross-functional delivery planning much easier"](https://www.g2.com/survey_responses/scoro-review-13115286)** **Rating:** 5.0/5.0 stars _— Yaroslav B._ [Read full review](https://www.g2.com/survey_responses/scoro-review-13115286) #### What Are G2 Users Discussing About Scoro? - [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for) - [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide) - [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project) - [How much does Scoro cost?](https://www.g2.com/discussions/how-much-does-scoro-cost) - [What are some unique features of project management software?](https://www.g2.com/discussions/scoro-what-are-some-unique-features-of-project-management-software) ### [Axonaut](https://www.g2.com/products/axonaut/reviews) Axonaut is a business management solution designed for small businesses that want to simplify and optimize their daily operations. At its core, Axonaut offers powerful invoicing features: generate branded quotes and invoices in seconds, convert quotes to invoices with one click, and track payments in real time. The platform also centralizes all your contacts, streamlines customer relationship management, and automates accounting tasks. With Axonaut, you can easily segment mailing lists for targeted email and SMS campaigns, and manage your team and payroll through an integrated Staff Registry. Axonaut stands out by combining efficiency, simplicity, and affordability to help small businesses save time and focus on growth. **Average Rating:** 4.9/5.0 **Total Reviews:** 43 #### How Do G2 Users Rate Axonaut? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind Axonaut? - **Seller:** [Axonaut](https://www.g2.com/sellers/axonaut) - **Company Website:** www.axonaut.com - **Year Founded:** 2014 - **HQ Location:** Labège, FR - **Twitter:** @axonaut1 323 Twitter followers - **LinkedIn® Page:** [fr.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c64f5b0fe686ed9452be974b72d2f88d43b88e85644ecc4ff8e63a4d5ed76bb6&secure%5Burl%5D=https%3A%2F%2Ffr.linkedin.com%2Fcompany%2Faxonaut&secure%5Burl_type%5D=linkedin_company_website) 34 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Construction - **Company Size:** 93% Small #### What Do G2 Reviewers Say About Axonaut? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **attentive customer support** of Axonaut, ensuring their needs are promptly addressed and met. - Users value the **ease of use** of Axonaut, simplifying business management with integrated features and mobile support. - Users appreciate the **extensive features** of Axonaut, which enhance business management and overall efficiency. - Users value the **time efficiency** of Axonaut, benefiting from its ease of use and reliable information management. - Users value the **time-saving capabilities** of Axonaut, appreciating its efficient features and reliable information management. ##### Cons - Users find the **learning curve steep** , requiring time and diligence to master Axonaut's features effectively. #### What Are Recent G2 Reviews of Axonaut? **["An essential of business management"](https://www.g2.com/survey_responses/axonaut-review-11712745)** **Rating:** 4.5/5.0 stars _— Sandra B._ [Read full review](https://www.g2.com/survey_responses/axonaut-review-11712745) **["Try it, adopt it!"](https://www.g2.com/survey_responses/axonaut-review-11719891)** **Rating:** 5.0/5.0 stars _— olivier J._ [Read full review](https://www.g2.com/survey_responses/axonaut-review-11719891) #### What Are G2 Users Discussing About Axonaut? - [What is Axonaut used for?](https://www.g2.com/discussions/what-is-axonaut-used-for) - 1 comment ### [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) SuperOffice is a leading European CRM provider, guided by our mission to be Europe’s most loved CRM. We help growing businesses build valuable, effortless customer relationships with our award-winning CRM platform for sales, marketing and customer service. Tailored specifically for B2B professionals, SuperOffice equips organizations with the necessary tools and insights to effectively understand and respond to customer needs. Available on both desktop and mobile platforms, this CRM solution streamlines the customer journey, enhances personalized communication, and ultimately boosts customer satisfaction, regardless of location. SuperOffice CRM is particularly beneficial for sales teams, marketing departments, and customer service representatives. These professionals require a centralized platform to manage interactions and data, making SuperOffice an ideal choice for organizations aiming to improve productivity and prioritize customer engagement. The software supports a wide range of use cases, including tracking sales leads, managing marketing campaigns, providing customer support, and analyzing customer feedback, making it an essential tool for any organization focused on a customer-centric approach. Key features of SuperOffice CRM include robust contact management, sales automation, and advanced reporting capabilities. The contact management system allows users to efficiently store and organize customer information, ensuring easy access to crucial data when needed. Sales automation tools streamline the sales process by automating repetitive tasks, enabling sales professionals to concentrate on relationship-building rather than administrative duties. Additionally, the reporting features deliver valuable insights into customer behavior and sales performance, empowering teams to make informed, data-driven decisions. The Board view feature allows sales representatives and managers to maintain an overview of all sales activities, facilitating quicker sales cycles. For marketers, SuperOffice CRM enhances the customer journey through automated lead management and workflows, utilizing smart triggers to optimize marketing efforts. The platform also supports AI-powered content creation, enabling users to generate personalized images, copy, and calls-to-action (CTAs). This capability allows marketers to strengthen relationships and maintain effective communication at every customer touchpoint. Service teams can leverage SuperOffice CRM to provide efficient and consistent support by unifying customer information and interaction history. The organized request management system categorizes inquiries clearly, speeding up response times. Features such as autoreplies and response templates further enhance communication efficiency, while built-in reporting and analytics offer insights to continuously improve service quality. SuperOffice CRM stands out as a versatile and powerful tool that addresses the diverse needs of businesses looking to enhance their customer relationships. **Average Rating:** 4.4/5.0 **Total Reviews:** 176 #### How Do G2 Users Rate SuperOffice CRM? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind SuperOffice CRM? - **Seller:** [SuperOffice AS](https://www.g2.com/sellers/superoffice-as) - **Company Website:** www.superoffice.com - **Year Founded:** 1990 - **HQ Location:** Oslo, Oslo - **Twitter:** @SuperOffice 779 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3263bf440738a4c9aee0a7000235c96e9be24db55f20d2efb89676410e4b535e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuperoffice-as%2F&secure%5Burl_type%5D=linkedin_company_website) 316 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Wholesale, Computer Software - **Company Size:** 59% Small, 34% Medium #### What Do G2 Reviewers Say About SuperOffice CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **ease of use** in SuperOffice CRM, highlighting its intuitive navigation and customizable features. - Users find SuperOffice CRM to be **very intuitive** , making it easy to navigate and manage company communications. - Users highly value the **quick and helpful customer support** provided by SuperOffice CRM, enhancing their overall experience. - Users value the **helpful support** of SuperOffice CRM, appreciating the quick response and effective communication from the teams. - Users highlight the **user-friendly design** of SuperOffice CRM, making customer management intuitive and efficient. ##### Cons - Users face **persistent bugs** in SuperOffice CRM, particularly with the Android app and slow updates for fixes. - Users find the **time-consuming onboarding process** cumbersome, making it hard to integrate addons efficiently. - Users face **integration issues** with SuperOffice CRM, lacking connections to essential secondary systems and encountering bugs on Android. - Users desire the addition of **missing features** in SuperOffice CRM, hindering marketing functionality and overall user experience. - Users experience **connectivity issues** with SuperOffice CRM, leading to delays and complications during document editing and uploads. #### What Are Recent G2 Reviews of SuperOffice CRM? **["Intuitive and great support"](https://www.g2.com/survey_responses/superoffice-crm-review-8622654)** **Rating:** 5.0/5.0 stars _— Pär G._ [Read full review](https://www.g2.com/survey_responses/superoffice-crm-review-8622654) **["Simple, Versatile CRM and Contract Management with SO"](https://www.g2.com/survey_responses/superoffice-crm-review-12971029)** **Rating:** 5.0/5.0 stars _— Åge P._ [Read full review](https://www.g2.com/survey_responses/superoffice-crm-review-12971029) ### [SalesCaptain](https://www.g2.com/products/salescaptain-inc-salescaptain/reviews) SalesCaptain is an all-in-one communication platform with a chat based AI agent builder, designed for modern businesses. It unifies phone calls, texting, webchat, and social media messaging into a single collaborative inbox. With SalesCaptain, you can easily create AI-powered phone and text agents to handle calls, answer queries, route leads, filter spam, and automate tasks — all without any technical expertise. SalesCaptain also includes a suite of built-in business apps for managing reviews, appointments, lead stages, team leaderboards, and more — giving you everything you need to streamline customer engagement and team performance in one platform. Build drag-and-drop automations, connect with 50+ popular platforms like HubSpot, Booker, Clio, and ServiceFusion, or go deeper with API, webhooks, and Zapier support. Whether you're a startup or a multi-location enterprise, SalesCaptain helps you scale communication and customer engagement with ease. **Average Rating:** 4.3/5.0 **Total Reviews:** 230 #### How Do G2 Users Rate SalesCaptain? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind SalesCaptain? - **Seller:** [SalesCaptain](https://www.g2.com/sellers/salescaptain-0ad71d1f-2581-417b-b396-fc2e2582d6e6) - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @SalesCaptainInc 157 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e5bf3e8f34d26d945a18a2e220f628264bfbc16700ef77e9ab831262c26e12b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalescaptainhq&secure%5Burl_type%5D=linkedin_company_website) 25 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Marketing Manager, Operations Manager - **Top Industries:** Marketing and Advertising, Retail - **Company Size:** 71% Small, 27% Medium #### What Do G2 Reviewers Say About SalesCaptain? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **automation features** of SalesCaptain, enhancing workflow and maintaining customer engagement effortlessly. - Users value the **clear and consistent communication** from SalesCaptain, enhancing client experience and organization significantly. - Users appreciate the **ease of use** of SalesCaptain, streamlining client communication and enhancing organization and efficiency. - Users appreciate SalesCaptain for its **immediate response capability** , ensuring no leads go cold during busy times. - Users appreciate the **clear and consistent communication** from SalesCaptain, enhancing client experience and building trust. ##### Cons - Users note a **steep learning curve** for initial setup, making customization and advanced features challenging at first. - Users find the **time-consuming onboarding** process frustrating, particularly for larger teams and new users of SalesCaptain. - Users desire **more sophisticated reporting** in SalesCaptain to better analyze key performance metrics and gain insights. - Users express frustration over **limited customization** , wishing for more flexibility in dashboards and reporting options. - Users note a **steep learning curve** for initial setup and advanced configuration, requiring time to adjust to features. #### What Are Recent G2 Reviews of SalesCaptain? **["Fantastic all in one communication tool"](https://www.g2.com/survey_responses/salescaptain-review-13182010)** **Rating:** 4.5/5.0 stars _— Ashlyn W._ [Read full review](https://www.g2.com/survey_responses/salescaptain-review-13182010) **["Reducing Sales Complexity with a Centralized Platform"](https://www.g2.com/survey_responses/salescaptain-review-13174134)** **Rating:** 4.5/5.0 stars _— Brooks G._ [Read full review](https://www.g2.com/survey_responses/salescaptain-review-13174134) ### [Salesmate](https://www.g2.com/products/salesmate/reviews) Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage. **Average Rating:** 4.7/5.0 **Total Reviews:** 114 #### How Do G2 Users Rate Salesmate? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind Salesmate? - **Seller:** [Salesmate](https://www.g2.com/sellers/salesmate) - **Company Website:** www.salesmate.io - **Year Founded:** 2016 - **HQ Location:** Charlotte, NC - **Twitter:** @SalesmateIO 2,114 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=290cb4c166201cbf87ee7970d9e1472402088a8357006eb81beffe9beb6f06b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesmate%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 28 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 73% Small, 14% Medium #### What Do G2 Reviewers Say About Salesmate? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Salesmate, finding it intuitive and convenient for managing their sales functions. - Users commend Salesmate's **excellent customer support** , appreciating quick responses and a clean interface for enhanced experience. - Users love the **super clean interface** and **amazing customer care** that enhance their Salesmate experience. - Users appreciate the **amazing support** from Salesmate, which greatly enhances their user experience and confidence. - Users appreciate the **efficient automation features** of Salesmate, significantly saving time and enhancing productivity during the sales process. ##### Cons - Users encounter **integration issues** with Salesmate, affecting workflow automation and third-party compatibility experiences. - Users find the **limited features** of Salesmate challenging, particularly regarding advanced configurations and third-party integrations. - Users find **missing features** in Salesmate, particularly in customer support, email management, and mobile functionality. - Users face a **learning curve** for advanced configurations, requiring significant involvement from technical support initially. - Users find Salesmate to be **not intuitive** , requiring technical help for advanced configurations and setup adjustments. #### What Are Recent G2 Reviews of Salesmate? **["Dream Team"](https://www.g2.com/survey_responses/salesmate-review-12820899)** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/salesmate-review-12820899) **["The first CRM that actually keeps up with my deal flow"](https://www.g2.com/survey_responses/salesmate-review-12970513)** **Rating:** 5.0/5.0 stars _— Verified User in Real Estate_ [Read full review](https://www.g2.com/survey_responses/salesmate-review-12970513) #### What Are G2 Users Discussing About Salesmate? - [Is HubSpot free?](https://www.g2.com/discussions/is-hubspot-free) - [Who owns Salesmate?](https://www.g2.com/discussions/who-owns-salesmate) - 1 comment - [Is Salesmate good?](https://www.g2.com/discussions/is-salesmate-good) - 1 comment - [How does Salesmate work?](https://www.g2.com/discussions/how-does-salesmate-work) ### [Knack](https://www.g2.com/products/knack/reviews) Knack is an AI-powered no-code platform for building custom, database-driven applications, internal tools, and portals. Businesses use Knack to create systems that manage data, automate workflows, and support day-to-day operations, all in one place. The platform combines a built-in relational database, AI app builder, customizable forms, and workflow automation. Users can define their data model, create user roles, and control access with granular permissions. Applications can be deployed as internal tools or external portals, and embedded into existing websites. Knack supports a wide range of use cases, including customer and vendor portals, custom CRMs, project and task management systems, inventory tracking, logistics and supply chain tools, membership and volunteer management, and government operations. Teams can start from scratch, from a template, or use AI to build fully custom applications tailored to their processes. Knack's healthcare-specific offering, Knack Health, allows organizations to build secure, HIPAA-compliant applications for patient intake, scheduling, care coordination, and operational workflows. The platform supports role-based permissions, record history logs, and secure data handling for protected health information (PHI), with a signed business associate agreement (BAA) available for covered entities. For more advanced use cases, developers can extend applications using a REST API, custom CSS, and JavaScript. Knack also supports integrations with 500+ third-party tools to fit into existing workflows. Knack is designed for flexibility and scale, making it a fit for SMBs, nonprofits, and enterprise teams that need systems tailored to how their business actually operates. **Average Rating:** 4.3/5.0 **Total Reviews:** 111 #### How Do G2 Users Rate Knack? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Knack? - **Seller:** [Knack](https://www.g2.com/sellers/knack) - **Year Founded:** 2010 - **HQ Location:** New York, NY - **Twitter:** @knackhq 1,923 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3188c90e33477765cfffca4e114e8f31c974b24d49198d3f2cac822bc76b2f6f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fknackhq&secure%5Burl_type%5D=linkedin_company_website) 89 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Construction, Information Technology and Services - **Company Size:** 57% Small, 31% Medium #### What Do G2 Reviewers Say About Knack? _AI-generated summary from verified user reviews_ ##### Pros - Users value Knack's **ease of use** , finding it user-friendly for basic tasks and powerful in functionality. - Users find Knack to be **very intuitive** , allowing for quick app building and easy configuration even for beginners. - Users value the **quick response of customer support** in assisting them effectively with their Knack experience. - Users find Knack's platform **easy to learn** , aided by intuitive design and helpful onboarding support. - Users value Knack's **simplicity** , finding it easy to configure and perfect for managing complex tasks efficiently. ##### Cons - Users find the **missing features** in Knack, like search options and testing tools, significantly limit app development efficiency. - Users find **limited customization** in Knack, facing challenges with page organization and filtering in large apps. - Users face significant **feature limitations** , like absence of duplicate removal and poor page management in Knack applications. - Users find Knack has **limited features** such as inadequate tools and restricted filtering options in Builder. - Users encounter **feature issues** with Knack, such as limited developer tools and inadequate filtering for page management. #### What Are Recent G2 Reviews of Knack? **["Knack Streamlines Workflows with Reliable Performance and Solid ROI"](https://www.g2.com/survey_responses/knack-review-13076676)** **Rating:** 4.5/5.0 stars _— Vineet S._ [Read full review](https://www.g2.com/survey_responses/knack-review-13076676) **["Ten Year Knack user"](https://www.g2.com/survey_responses/knack-review-9968994)** **Rating:** 4.5/5.0 stars _— Verified User in Non-Profit Organization Management_ [Read full review](https://www.g2.com/survey_responses/knack-review-9968994) #### What Are G2 Users Discussing About Knack? - [Is knack Hipaa compliant?](https://www.g2.com/discussions/is-knack-hipaa-compliant) - [What is knack help?](https://www.g2.com/discussions/what-is-knack-help) - [What is knack database?](https://www.g2.com/discussions/what-is-knack-database) - [What is knack software?](https://www.g2.com/discussions/what-is-knack-software) ### [Kylas Sales CRM](https://www.g2.com/products/kylas-sales-crm/reviews) Kylas Growth Engine is an ecosystem of technology products, with a Sales CRM at its core, to help Growing Businesses scale with expertise. Kylas is an enterprise-grade Sales CRM software uniquely designed for Growing Businesses. The product helps businesses streamline their sales efforts, manage leads efficiently with a centralized system, nurture them effectively, and close deals faster to drive sustainable growth. Kylas provides advanced features like built-in WhatsApp messaging, field sales tracking, pipeline management, sales automation, and more, empowering teams to work smarter and achieve their sales goals efficiently. Kylas offers a Unique Pricing Framework- It's Elevate Plan is available for Flat USD 250 / month which includes 1. Unlimited Users 2. All Sales CRM Features 3. Robust Onboarding & Training Program 4. Timely Support 5. AI Features **Average Rating:** 4.7/5.0 **Total Reviews:** 527 #### How Do G2 Users Rate Kylas Sales CRM? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Kylas Sales CRM? - **Seller:** [Kylas Growth Engine](https://www.g2.com/sellers/kylas-growth-engine) - **Year Founded:** 2020 - **HQ Location:** Pune, Maharashtra - **Twitter:** @Kylas90134359 21 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a0f913afb4a8c28444fd4332883114b2ddb2e4a53d5b9c7a8b5ee1a46b1db044&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkylas%2F&secure%5Burl_type%5D=linkedin_company_website) 76 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Founder, Sales Manager - **Top Industries:** Education Management, Financial Services - **Company Size:** 52% Small, 45% Medium #### What Do G2 Reviewers Say About Kylas Sales CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Kylas Sales CRM, finding it simple and organized for data management. - Users appreciate the **user-friendly interface** of Kylas Sales CRM, making it easy to navigate and implement. - Users value the **user-friendly lead management** of Kylas Sales CRM, facilitating quick insights and efficient data distribution. - Users value the **effective task management** of Kylas Sales CRM, enhancing team efficiency and timely follow-ups. - Users praise the **exceptional customer support** of Kylas Sales CRM, highlighting its positive impact on their productivity. ##### Cons - Users find **integration issues** with Kylas Sales CRM, feeling it lacks necessary tools compared to competitors like Zoho. - Users desire **more advanced features** in Kylas Sales CRM to enhance functionality and reporting capabilities. - Users often face **slow loading** issues with Kylas Sales CRM, affecting their efficiency and overall experience. - Users experience **technical bugs** that disrupt workflow, suggesting a need for regular software updates to mitigate issues. - Users find the **limited customization options** of Kylas Sales CRM restrict their effectiveness and flexibility in usage. #### What Are Recent G2 Reviews of Kylas Sales CRM? **["User-Friendly CRM with Strong Automation and Growth Potential"](https://www.g2.com/survey_responses/kylas-sales-crm-review-13174933)** **Rating:** 5.0/5.0 stars _— Rushikesh G._ [Read full review](https://www.g2.com/survey_responses/kylas-sales-crm-review-13174933) **["Growth-Focused: Essential CRM Tool for Scaling Our Sales Pipeline and Powerful Automation"](https://www.g2.com/survey_responses/kylas-sales-crm-review-13190406)** **Rating:** 5.0/5.0 stars _— Vinay Kumar ._ [Read full review](https://www.g2.com/survey_responses/kylas-sales-crm-review-13190406) ### [Oracle Siebel](https://www.g2.com/products/oracle-siebel/reviews) The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why Oracle? Siebel delivers a combination of transactional, analytical, and engagement features to manage all customer-facing operations. With solutions tailored to more than 20 industries, Siebel CRM delivers comprehensive on premise and on demand CRM solutions that are tailored industry solutions with ole-based customer intelligence and pre-built integration. **Average Rating:** 3.5/5.0 **Total Reviews:** 418 #### How Do G2 Users Rate Oracle Siebel? - **Has the product been a good partner in doing business?:** 7.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Oracle Siebel? - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle 827,997 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website) 208,078 employees on LinkedIn® - **Ownership:** NYSE:ORCL #### Who Uses This Product? - **Who Uses This:** Consultant, Customer Service Representative - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 63% Large, 26% Medium #### What Do G2 Reviewers Say About Oracle Siebel? _AI-generated summary from verified user reviews_ ##### Pros - Users find Oracle Siebel **easy to use** , facilitating seamless integration into daily workflows and training. - Users find the **easy setup** of Oracle Siebel to be time-efficient and beneficial for daily business operations. - Users appreciate the **robust features** of Oracle Siebel, making customer management and business activities seamless and efficient. - Users value the **seamless integration** of Oracle Siebel, enhancing daily workflows and customer management efficiently. - Users praise the **responsive customer support** of Oracle Siebel, enhancing their overall experience and productivity. ##### Cons - Users struggle with the **steep learning curve** of Oracle Siebel, making initial usage challenging and time-consuming. - Users face **connectivity issues** when accessing Oracle Siebel in the field, affecting data retrieval and speed. - Users find Oracle Siebel's **high complexity** challenging initially, requiring time and upgrades to navigate efficiently. - Users occasionally face **unusable system issues** with Oracle Siebel, which can disrupt their experience significantly. - Users find Oracle Siebel **expensive** , making it challenging for small enterprises to invest in its implementation and usage. #### What Are Recent G2 Reviews of Oracle Siebel? **["Effortless Transition, Needs UI Upgrade"](https://www.g2.com/survey_responses/oracle-siebel-review-12827916)** **Rating:** 4.0/5.0 stars _— Vivek M._ [Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12827916) **["Unmatched Data Integrity and Robust Architecture for Enterprise Workflows"](https://www.g2.com/survey_responses/oracle-siebel-review-12918458)** **Rating:** 5.0/5.0 stars _— Anup A._ [Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12918458) #### What Are G2 Users Discussing About Oracle Siebel? - [What is Oracle Siebel used for?](https://www.g2.com/discussions/what-is-oracle-siebel-used-for) - 1 comment ### [folk](https://www.g2.com/products/folk-folk/reviews) folk is like the sales assistant your team never had. Our CRM is simple, integrated, and proactive. The tool of choice for over 3000+ award-winning service businesses around the world. folk does the busy work for you, so you can focus on building real relationship - Sync all your inboxes and centralize your history of interactions - Import contacts from anywhere on the web with our folkX extension - Find emails and contact details with 1-click Enrichment - Customize pipeline views and collaborate on deals as a team - Automate workflows with over 6,000+ integrations - Send messages, schedule multi-step sequences, and personalize faster with templates Client management is complicated enough, your CRM doesn’t have to be… **Average Rating:** 4.5/5.0 **Total Reviews:** 334 #### How Do G2 Users Rate folk? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.6/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) #### Who Is the Company Behind folk? - **Seller:** [folk](https://www.g2.com/sellers/folk) - **Year Founded:** 2020 - **HQ Location:** Distributed Team, FR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6b2d02f271109c085b2bd6dec793a3b49fdb6cabec4f455e1d82ca99087f716a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffolkhq%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website) 63 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Founder - **Top Industries:** Consulting, Marketing and Advertising - **Company Size:** 96% Small, 3% Medium #### What Do G2 Reviewers Say About folk? _AI-generated summary from verified user reviews_ ##### Pros - Users find Folk to be **user-friendly and simple** , allowing easy setup and efficient contact management without the clutter. - Users appreciate the **clean and easy usability** of Folk, enhancing organization and relationship management effortlessly. - Users appreciate the **excellent customer support** and intuitive design, finding great tools for sales management. - Users appreciate the **intuitive interface** and seamless integrations, making client management much easier and efficient. - Users appreciate the **clean and easy contact management** of Folk, enhancing organization and relationship tracking effortlessly. ##### Cons - Users note a **lack of essential features** in Folk, limiting flexibility and increasing reliance on workarounds. - Users find the **limited features** of Folk restrict their capabilities and foresee the need for more robust options. - Users experience **email issues** with integration and features, leading to setup difficulties and missing functionalities. - Users note the **limited email marketing functionality** in Folk compared to other CRMs, affecting overall email management. - Users face **integration issues** with Folk CRM, affecting email visibility and the functionality of external extensions. #### What Are Recent G2 Reviews of folk? **["Simple Yet Powerful CRM That Fits Modern Relationship Management"](https://www.g2.com/survey_responses/folk-review-12595374)** **Rating:** 5.0/5.0 stars _— Chris O._ [Read full review](https://www.g2.com/survey_responses/folk-review-12595374) **["folk Makes Contact Management Easy, with Powerful Enrichment and Responsive Support"](https://www.g2.com/survey_responses/folk-review-13091328)** **Rating:** 5.0/5.0 stars _— Alli M._ [Read full review](https://www.g2.com/survey_responses/folk-review-13091328) ### [Vendasta AI Platform](https://www.g2.com/products/vendasta-ai-platform/reviews) From agency to enterprise, the Vendasta platform is the only end-to-end management software for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bill and fulfill projects—all within a single platform. Vendasta turns complex data and instructions into easy-to-manage AI employees that work across the Vendasta platform, so businesses can grow while staying focused on what they do best. Vendasta’s AI employees come pre-configured with the skills and personality to fit any business. You can easily customize them using simple language too—no coding required. Whether it’s lead capture, automating customer communication, or managing content, the AI employees have you covered. Visit our Trust Center at trust.vendasta.com for security documentation, compliance certifications, and data privacy details. **Average Rating:** 4.5/5.0 **Total Reviews:** 534 #### How Do G2 Users Rate Vendasta AI Platform? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Vendasta AI Platform? - **Seller:** [Vendasta](https://www.g2.com/sellers/vendasta) - **Company Website:** www.vendasta.com - **Year Founded:** 2008 - **HQ Location:** Saskatchewan - **Twitter:** @Vendasta 3,930 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b6544d4f9729fc9e50198db32a7076ab16ab3af165e6fcdb3dd871aa2845ce6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F203666%2F&secure%5Burl_type%5D=linkedin_company_website) 752 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Management Consulting - **Company Size:** 84% Small, 10% Medium #### What Do G2 Reviewers Say About Vendasta AI Platform? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **intuitive design and outstanding support** of the Vendasta AI Platform, enhancing service delivery and client satisfaction. - Users value the **outstanding customer support** team at Vendasta, ensuring responsive and knowledgeable assistance for their needs. - Users find the **ease of use** of the Vendasta AI Platform enhances efficiency and client engagement effortlessly. - Users value the **all-in-one dashboard** of Vendasta AI Platform, making management of SEO and marketing tools seamless. - Users admire the **efficiency** of Vendasta AI Platform, significantly reducing manual tasks and enhancing productivity. ##### Cons - Users find the **learning curve steep** , with complexities in integrations and automations that hinder easier usage. - Users find Vendasta AI Platform has **limited features** and complicated onboarding, making it hard to fully utilize. - Users find the **difficult learning curve** challenging, particularly with integrations that can be overwhelming and complex. - Users express frustration over **missing features** , such as improved proposals and effective project management within the Vendasta AI Platform. - Users find the **complexity of integrations and automations** frustrating, leading to challenges in setup and execution. #### What Are Recent G2 Reviews of Vendasta AI Platform? **["Amazing AI Assistants, Simple to Use, and Fairly Priced"](https://www.g2.com/survey_responses/vendasta-ai-platform-review-13099105)** **Rating:** 5.0/5.0 stars _— Carl B._ [Read full review](https://www.g2.com/survey_responses/vendasta-ai-platform-review-13099105) **["Revolutionized Our Client AI Integration"](https://www.g2.com/survey_responses/vendasta-ai-platform-review-12265277)** **Rating:** 5.0/5.0 stars _— Chris H._ [Read full review](https://www.g2.com/survey_responses/vendasta-ai-platform-review-12265277) #### What Are G2 Users Discussing About Vendasta AI Platform? - [How has CalendarHero improved your scheduling processes, and what features do you find most useful?](https://www.g2.com/discussions/how-has-calendarhero-improved-your-scheduling-processes-and-what-features-do-you-find-most-useful) - 1 comment - [What is Vendasta used for?](https://www.g2.com/discussions/what-is-vendasta-used-for) - [What is About.Me used for?](https://www.g2.com/discussions/what-is-about-me-used-for) - [What is MatchCraft's AdVantage used for?](https://www.g2.com/discussions/what-is-matchcraft-s-advantage-used-for) - [How do you automate zoom?](https://www.g2.com/discussions/calendarhero-how-do-you-automate-zoom) - 1 comment ### [Salestarget.ai](https://www.g2.com/products/salestarget-ai/reviews) Find & Enrich with 840M+ profiles. Validate contacts. Reach buyers on Email and LinkedIn. Close with a CRM built for salespeople — Power Dialer included. SalesTarget.ai is an AI-powered Sales Intelligence Operating System (Sales OS) built for outbound-driven B2B companies, agencies, and modern revenue teams. It centralizes every stage of the sales workflow — from data intelligence and enrichment to outreach, pipeline management, and AI assistance — eliminating the need for multiple disconnected tools. At its core is the Intelligence Engine: a unified lead enrichment and prospecting platform powered by 840M+ profiles, 150M+ company entities, 4,000+ data signals, and 50+ premium data providers. Discover and enrich any prospect with firmographic, technographic, contact, and behavioural data — including real-time intent signals that surface in-market buyers before your competitors do. Cold Email Outreach helps revenue teams scale personalized campaigns with smart sending, warm-up sequences, advanced spintax, unified inbox, and deliverability-optimized workflows. Power Dialer gives sales reps the ability to auto-dial sequentially through call lists directly from the CRM — maximizing talk time, eliminating manual dialing, and keeping every call logged and tracked in one place. LinkedIn Automation extends reach across channels with connection requests, InMail sequences, profile engagement, and drip follow-ups — all coordinated with email and phone for true multichannel prospecting. Built-in Email Validation cleans and verifies every contact before outreach, reducing bounce rates and protecting sender reputation. An integrated CRM manages the full pipeline — deals, touchpoints, call logs, tasks, and team collaboration — without needing an external tool. AI Co-pilot ties everything together. Through simple chat commands, it finds leads, builds sequences, launches campaigns, summarizes analytics, and audits performance in real time. SalesTarget.ai: Intelligence → Enrichment → Validation → Email → Power Dialer → LinkedIn → CRM → AI Co-pilot. One platform. Infinite scale. **Average Rating:** 4.8/5.0 **Total Reviews:** 62 #### How Do G2 Users Rate Salestarget.ai? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Salestarget.ai? - **Seller:** [Salestarget LLC](https://www.g2.com/sellers/salestarget-llc) - **Year Founded:** 2024 - **HQ Location:** Newark, US - **Twitter:** @Salestargetai 20 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f126cb83bf0ab052cae5c2bd3dc53eb64438b92a327160f296dfcf0b89045e9d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalestarget-ai&secure%5Burl_type%5D=linkedin_company_website) 24 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, CTO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 78% Small, 37% Medium #### What Do G2 Reviewers Say About Salestarget.ai? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **effective CRM integration and automation** of Salestarget.ai, streamlining sales processes and enhancing engagement. - Users appreciate the **efficiency** of Salestarget.ai, enhancing outreach and analytics while supporting diverse sales stages effortlessly. - Users value the **ease of use** of SalesTarget.ai, seamlessly integrating into existing workflows for effective outreach automation. - Users value the **time-saving capabilities** of Salestarget.ai, streamlining outreach across channels and enhancing prospecting efficiency. - Users commend the **seamless lead generation** capabilities of Salestarget.ai, enhancing efficiency and engagement across multiple channels. ##### Cons - Users note the **incomplete information** in Salestarget.ai leads to occasional manual verification and inconsistent data quality. - Users note a **steep learning curve** , requiring time to master complex features and workflows for optimal results. - Users find that **campaign management requires constant monitoring** , affecting the efficiency of data handling and performance insights. - Users experience **inadequate reporting** which complicates performance tracking, especially for LinkedIn-specific engagement. - Users face a **learning difficulty** initially, as some features are not obvious and require time to master. #### What Are Recent G2 Reviews of Salestarget.ai? **["Finding Qualified Prospects Is Much Easier with Lead ExplorerFast with Powerful Search Filters"](https://www.g2.com/survey_responses/salestarget-ai-review-13196627)** **Rating:** 5.0/5.0 stars _— Emal A._ [Read full review](https://www.g2.com/survey_responses/salestarget-ai-review-13196627) **["SalesTarget.ai: An All-in-One, User-Friendly Platform with a Game-Changing AI Co-Pilot"](https://www.g2.com/survey_responses/salestarget-ai-review-13129630)** **Rating:** 5.0/5.0 stars _— Imed R._ [Read full review](https://www.g2.com/survey_responses/salestarget-ai-review-13129630) ### [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA). **Average Rating:** 3.8/5.0 **Total Reviews:** 1,463 #### How Do G2 Users Rate Dynamics 365 Sales? - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind Dynamics 365 Sales? - **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft) - **Year Founded:** 1975 - **HQ Location:** Redmond, Washington - **Twitter:** @microsoft 13,091,739 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website) 231,632 employees on LinkedIn® - **Ownership:** MSFT #### Who Uses This Product? - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 41% Medium, 31% Small #### What Do G2 Reviewers Say About Dynamics 365 Sales? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Dynamics 365 Sales, benefiting from its intuitive design and seamless Microsoft integration. - Users value the **seamless integration** with Microsoft products, enhancing efficiency and streamlining processes in Dynamics 365 Sales. - Users value the **efficient lead management** capabilities of Dynamics 365 Sales, enhancing sales performance and productivity. - Users find Dynamics 365 Sales **extremely helpful** for tracking leads and boosting sales productivity effectively. - Users value the **excellent customization options** in Dynamics 365 Sales, enhancing efficiency and improving workflow management. ##### Cons - Users experience a **steep learning curve** with Dynamics 365 Sales, especially if unfamiliar with CRM systems. - Users struggle with the **complex customization** of Dynamics 365 Sales, often requiring significant time and technical support. - Users find the interface of Dynamics 365 Sales **not intuitive** , making navigation and task completion sometimes cumbersome. - Users note that the **licensing costs** for Dynamics 365 Sales can escalate quickly with added features and complexities. - Users notice **limited features** in Dynamics 365 Sales, particularly in on-premise versions, impacting overall user experience. #### What Are Recent G2 Reviews of Dynamics 365 Sales? **["Strong Microsoft integration and 360° customer view with compelling sales automation"](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697)** **Rating:** 5.0/5.0 stars _— Andreas S._ [Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697) **["Robust CRM with Seamless Microsoft Integration"](https://www.g2.com/survey_responses/dynamics-365-sales-review-13195776)** **Rating:** 4.5/5.0 stars _— Shrey S._ [Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-13195776) #### What Are G2 Users Discussing About Dynamics 365 Sales? - [I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?](https://www.g2.com/discussions/i-m-new-to-dynamics-365-sales-and-struggling-to-set-up-and-customize-the-sales-pipeline-can-someone-guide-me-through-this-process) - 2 comments - [What is Dynamics 365 Sales used for?](https://www.g2.com/discussions/what-is-dynamics-365-sales-used-for) - 1 comment - [Is Dynamics 365 any good?](https://www.g2.com/discussions/is-dynamics-365-any-good) - [What Dynamics 365 application can be used for point of sales?](https://www.g2.com/discussions/what-dynamics-365-application-can-be-used-for-point-of-sales) - 1 comment - [What is the difference between Dynamics CRM and Dynamics 365?](https://www.g2.com/discussions/what-is-the-difference-between-dynamics-crm-and-dynamics-365) ### [Salesflare](https://www.g2.com/products/salesflare/reviews) Salesflare is the intelligent CRM that small and medium-sized businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can't fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers. Salesflare works wherever you work and with whatever you are working with. Use it on desktop, mobile or just from a sidebar straight from your email inbox (Gmail and Outlook) and LinkedIn. Get even more out of Salesflare by integrating with 5000+ other productivity tools, such as Google Workspace, MailChimp, Trello and Slack. **Average Rating:** 4.8/5.0 **Total Reviews:** 296 #### How Do G2 Users Rate Salesflare? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Salesflare? - **Seller:** [Salesflare](https://www.g2.com/sellers/salesflare) - **Year Founded:** 2014 - **HQ Location:** N/A - **Twitter:** @salesflare 7,012 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d841cd618d72ed159782b3131ee8ab2949d539059b368316e2e2fd9715140afe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesflare%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Co-Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small, 14% Medium #### What Do G2 Reviewers Say About Salesflare? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Salesflare, enhancing their productivity with its intuitive interface and automation. - Users appreciate the **responsive support** and email capabilities of Salesflare, enhancing their CRM experience significantly. - Users love the **time-saving automation** of Salesflare, effortlessly managing interactions and streamlining workflows for higher efficiency. - Users love the **seamless automation** of Salesflare, boosting productivity and ensuring no lead is overlooked. - Users love the **automation features** of Salesflare, enhancing efficiency by streamlining workflows and capturing essential interactions effortlessly. ##### Cons - Users note the **missing features** in Salesflare may limit its appeal for teams needing advanced customization. - Users feel the **limited features** of Salesflare may not meet the needs of all companies effectively. - Users find **limited customization** options in Salesflare, making it less flexible than other CRM tools like Salesforce. - Users point out that **reporting issues** exist, with a desire for more advanced analytics capabilities. - Users find **limited customization options** in Salesflare, affecting their ability to tailor the CRM to their needs. #### What Are Recent G2 Reviews of Salesflare? **["Responsive Human Support and Continuous Innovation That Keeps Getting Better"](https://www.g2.com/survey_responses/salesflare-review-12974906)** **Rating:** 4.5/5.0 stars _— Verified User in Media Production_ [Read full review](https://www.g2.com/survey_responses/salesflare-review-12974906) **["Simplistic Yet Powerful CRM with Stellar Support"](https://www.g2.com/survey_responses/salesflare-review-12441506)** **Rating:** 5.0/5.0 stars _— Matthew L._ [Read full review](https://www.g2.com/survey_responses/salesflare-review-12441506) ### [Copper](https://www.g2.com/products/copper/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,125 #### How Do G2 Users Rate Copper? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Copper? - **Seller:** [Copper](https://www.g2.com/sellers/copper) - **Company Website:** www.copper.com - **Year Founded:** 2012 - **HQ Location:** San Francisco, CA - **Twitter:** @CopperInc 2,379 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a476270170953d45307fd471d7f6050b9869302500b3587b7c8b0b8071592ba2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcopper-inc%2F&secure%5Burl_type%5D=linkedin_company_website) 305 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small, 18% Medium #### What Do G2 Reviewers Say About Copper? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Copper, benefiting from its seamless integration with Google Workspace. - Users value the **seamless Gmail integration** of Copper, enhancing efficiency in contact management and engagement. - Users value Copper's **seamless integration** with Google Workspace, enhancing efficiency in contact and pipeline management. - Users value the **seamless integration** with Google Workspace, streamlining contact management and enhancing email engagement efficiently. - Users value the **seamless integration** of Copper with Google Workspace, enhancing workflow and reducing manual efforts. ##### Cons - Users note the **limited features** of Copper, restricting customization and advanced reporting compared to larger enterprise CRMs. - Users find the **pricing for features and currency changes** to be prohibitively high, impacting overall value. - Users find Copper lacking in **advanced features** like automation and robust customer support, making tasks cumbersome. - Users find **integration issues** with Google Voice and document management complicate their workflow and increase workload significantly. - Users find **limited customization** options in Copper, making it less adaptable for complex organizational needs. #### What Are Recent G2 Reviews of Copper? **["Copper CRM Streamlined Our Workflow with Fast Search, Smart Automations, and Great Visibility"](https://www.g2.com/survey_responses/copper-review-12822250)** **Rating:** 5.0/5.0 stars _— Matt M._ [Read full review](https://www.g2.com/survey_responses/copper-review-12822250) **["GDPR-Compliant CRM with Room for Improvement"](https://www.g2.com/survey_responses/copper-review-13042800)** **Rating:** 4.0/5.0 stars _— Martha B._ [Read full review](https://www.g2.com/survey_responses/copper-review-13042800) #### What Are G2 Users Discussing About Copper? - [What is Copper used for?](https://www.g2.com/discussions/what-is-copper-used-for) - [What is copper app?](https://www.g2.com/discussions/what-is-copper-app) - 1 comment - [How is copper used in CRM?](https://www.g2.com/discussions/how-is-copper-used-in-crm) - 1 comment - [What is copper CRM?](https://www.g2.com/discussions/what-is-copper-crm) - 2 comments - [‹ Prev‹ Prev](/categories/crm?language=spanish&order=g2_score&page=2#product-list) - [1](/categories/crm?language=spanish&order=g2_score#product-list) - [2](/categories/crm?language=spanish&order=g2_score&page=2#product-list) - 3 - [4](/categories/crm?language=spanish&order=g2_score&page=4#product-list) - [5](/categories/crm?language=spanish&order=g2_score&page=5#product-list) - [6](/categories/crm?language=spanish&order=g2_score&page=6#product-list) - [7](/categories/crm?language=spanish&order=g2_score&page=7#product-list) - … - [72](/categories/crm?language=spanish&order=g2_score&page=72#product-list) - [73](/categories/crm?language=spanish&order=g2_score&page=73#product-list) - [Next ›Next ›](/categories/crm?language=spanish&order=g2_score&page=4#product-list) Spotlight Categories [Spend Management Software](https://www.g2.com/categories/spend-management) [Contact Center Workforce Software](https://www.g2.com/categories/contact-center-workforce) [CPQ Software](https://www.g2.com/categories/cpq) [Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration) [Webinar Platforms](https://www.g2.com/categories/webinar) 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