# Best CRM Software - Page 5

## 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**

### Opine AI Presales Platform

Opine is the first AI-powered presales automation platform that helps Sales Engineers (SEs) turn complex technical evaluations into a repeatable, trackable, and scalable process. Built specifically for presales teams, Opine replaces spreadsheets, scattered notes, and disconnected workflows with a centralized workspace that syncs with your CRM, email, Slack, and call transcripts, so SEs can focus on driving technical wins instead of chasing admin work.

[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=2026-08-04T10%3A48%3A39Z&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=1439600&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%3D5&secure%5Btoken%5D=a5109240f8645de72141110a346523276d2d9b5498deb9f3ed3ea9a5b7c9d617&secure%5Burl%5D=https%3A%2F%2Ftryopine.com%2Fschedule&secure%5Burl_type%5D=book_demo)

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

Kommo is a complete Messaging CRM designed for businesses that communicate through WhatsApp, Instagram, Telegram, and other messaging apps. It unifies all conversations in one place to help teams build stronger relationships, streamline lead management, and make faster, data-driven decisions. What makes Kommo different Unified inbox across all channels Brings WhatsApp, Instagram, email, calls, and web-chat messages into a single dashboard so teams never miss a conversation. WhatsApp and Instagram CRM Captures leads directly from WhatsApp Business (Cloud API) and Instagram, instantly creating lead profiles and organizing them into customizable sales pipelines. No-code chatbots Delivers 24/7 lead qualification and automated support with a simple, visual builder that requires no programming skills. Workflow automation Automates repetitive tasks, follow-ups, and pipeline transitions, allowing teams to focus on high-value conversations and closing deals. Complete sales toolkit Includes chat, calling, email, broadcasts, web forms, lead capture tools, analytics dashboards, and a mobile app for iOS and Android. AI-powered tools Offers message suggestions, lead enrichment, conversation summaries, and automation enhancements to improve productivity. Fast setup Users can connect messaging channels, import contacts, and start managing leads within minutes. Free onboarding and multilingual support are included. Why businesses choose Kommo - WhatsApp CRM - Instagram CRM - Unified messaging inbox - No-code chatbots - Workflow automation - Analytics and reporting - Mobile CRM app - Easy setup with free onboarding Kommo is a messaging-first CRM that helps businesses deliver faster responses, automate customer communication, and close more deals. Try it for free today.

**Average Rating:** 4.2/5.0

**Total Reviews:** 66

#### How Do G2 Users Rate Kommo?

- **Has the product been a good partner in doing business?:** 8.4/10 (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.:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Kommo?

- **Seller:** [Kommo](https://www.g2.com/sellers/kommo)
- **Company Website:** www.kommo.com
- **Year Founded:** 2009
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bc6f9f3cd65c9158104d018b8e470188479431d78a8517c6c3f0565d69724d8a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkommo%2F&secure%5Burl_type%5D=linkedin_company_website)  
450 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 71% Small, 9% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **seamless integrations** of Kommo, allowing easy management and centralization of all their communication tools.
- Users appreciate the **intuitive and user-friendly interface** of Kommo, facilitating efficient management of communications and sales.
- Users appreciate the **automation features** of Kommo, as they effectively save time and organize follow-ups effortlessly.
- Users love the **intuitive and user-friendly interface** of Kommo, enhancing their management of conversations and leads.
- Users value the **task management features** of Kommo, enabling efficient organization and streamlined communication.

##### Cons

- Users feel that **expertise is required** for proper support, often lacking direct access to technical assistance.
- Users report **integration issues** with Kommo, experiencing slow support responses and unreliable connections with tools like Google Sheets.
- Users find the **learning curve steep** due to complex setups and slow support responses when configuring automations.
- Users feel the **limited customization** options hinder flexibility, making the setup process more challenging than necessary.
- Users experience **connectivity issues** with Kommo, often facing lag and slow updates that hinder productivity.

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

**["An Excellent CRM for Managing Client Relationships"](https://www.g2.com/survey_responses/kommo-review-13165061)**

**Rating:** 4.5/5.0 stars

_— Verified User in Consulting_

[Read full review](https://www.g2.com/survey_responses/kommo-review-13165061)

**["Robust Omnichannel Integration and Simple Configuration with the best cost-benefit in the market."](https://www.g2.com/survey_responses/kommo-review-12801426)**

**Rating:** 5.0/5.0 stars

_— Gestão O._

[Read full review](https://www.g2.com/survey_responses/kommo-review-12801426)

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

- [What does Amocrm do?](https://www.g2.com/discussions/what-does-amocrm-do)
- [Is Amo CRM free?](https://www.g2.com/discussions/is-amo-crm-free)
- [Is amoCRM safe?](https://www.g2.com/discussions/is-amocrm-safe)
- [What is amoCRM used for?](https://www.g2.com/discussions/what-is-amocrm-used-for)

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

HappSales is an AI CRM & Revenue Platform for B2B companies. It distinguishes itself from transactional CRMs through - 1. One-of-its-kind integrated platform for end-to-end revenue operations - Key Account Management, Lead Management, Sales, Service, Receivables, Field operations, Workflows, & more. This eliminates revenue leakages and enhances performance. 2. Includes Army of AI Agents for AI-powered automation, insights & nudges, and other diverse use-cases 3. Mobile-First + Voice-enabled AI Copilot – modern & intuitive app that is ease to use for high adoption 4. Embedded best-practices & metrics that removes the need to engage expensive consultants 5. Rapid deployment with massive time & effort savings - with lowest Total-Cost-of-Ownership

**Average Rating:** 4.9/5.0

**Total Reviews:** 38

#### How Do G2 Users Rate HappSales?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind HappSales?

- **Seller:** [HappSales](https://www.g2.com/sellers/happsales)
- **Year Founded:** 2018
- **HQ Location:** Bangalore, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=887a520c399bcb127433d3332f673508dfc544fe0be391346d003b2de5c35a53&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhappsales%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 60% Small, 38% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of HappSales, enjoying its intuitive interface and efficient workflow integration.
- Users appreciate the **user-friendly interface** of HappSales, making their work easy and efficient.
- Users value the **excellent customer support** from HappSales, appreciating quick responses and helpful assistance.
- Users find HappSales CRM to be **convenient for managing customer data** , enhancing communication and boosting sales.
- Users find HappSales CRM **very convenient for managing customer data** , enhancing accessibility and improving communication.

##### Cons

- Users note a **steep learning curve** but acknowledge it enhances team efficiency over time.
- Users often face **reporting issues** with HappSales, leading to difficulties in downloading and using reports effectively.
- Users find that the **setup difficulties** are worth it, leading to improved workflow efficiency and accuracy.
- Users note that the **initial cost is high** , but it may provide long-term value over time.
- Users face challenges with **incomplete information** when trying to download the aggregate report, limiting their usability.

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

**["Happsales CRM Makes Customer Data Management and Follow-Ups Effortless"](https://www.g2.com/survey_responses/happsales-review-12393731)**

**Rating:** 5.0/5.0 stars

_— Shalini C._

[Read full review](https://www.g2.com/survey_responses/happsales-review-12393731)

**["Happ sales review"](https://www.g2.com/survey_responses/happsales-review-10840486)**

**Rating:** 5.0/5.0 stars

_— Arvind S._

[Read full review](https://www.g2.com/survey_responses/happsales-review-10840486)

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

- [What is HappSales used for?](https://www.g2.com/discussions/what-is-happsales-used-for) - 1 comment

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

Superleap is an enterprise-grade, AI-powered CRM built for modern sales, marketing, and operations teams that need speed, scale, and reliability. Designed for high-volume B2C and B2B use cases across industries like Education, Healthcare, and BFSI, Superleap streamlines lead management, account and opportunity workflows, and cross‑functional collaboration—so teams spend more time selling and less time managing tools. At its core, Superleap delivers a 98% customizable data model, native automations, and integrated communication rails (Email, WhatsApp, SMS, IVRS, RCS). Our modular suites—Sales Automation, Marketing Automation, Task Management, and Team & Access Management—enable consistent pipeline execution, role‑based permissions, and advanced reporting. Built‑in AI features—SuperDash, SuperBoards, and SuperFlows—surface real‑time insights, automate repetitive tasks, and accelerate decision‑making with guardrails for enterprise data governance. Implementation is fast and structured. We provide end‑to‑end scoping, user experience design, workflow configuration, integrations, training, and an extended hypercare phase to ensure smooth adoption. As an API‑first platform, Superleap offers REST APIs, webhooks, and low/no‑code builders for custom workflows, plus an open connector ecosystem for rapid integrations with lead sources and third‑party tools. Security and reliability are foundational. Superleap commits to 99.5% uptime, runs on cloud‑native infrastructure with multi‑region failover and WAF protection, and aligns with GDPR, HIPAA, SOC2, and ISO 27001 practices. Enterprise RBAC, audit logs, MFA/SSO, and data privacy controls (opt‑out, consent, deletion) are standard, helping compliance teams meet regulatory and internal policy requirements. Our pricing is simple and transparent: clear per‑user plans with no hidden à la carte charges. Pro covers everything growing teams need—unlimited workflows, forms, and custom dashboards—while Enterprise adds advanced security, compliance, scale, and governance. With dedicated technical account management and white‑glove support, Superleap helps organizations implement faster, adapt to change at 5× speed, and compound ROI through continuous iteration.

**Average Rating:** 4.6/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Superleap?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Contact & Account Management:** 9.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Superleap?

- **Seller:** [Superleap](https://www.g2.com/sellers/superleap)
- **Year Founded:** 2024
- **HQ Location:** Bengaluru South, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=109dec709311e1fc95710987542298806958ff8b5c8017bc41edbe6ab56da1f3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuperleapai%2F&secure%5Burl_type%5D=linkedin_company_website)  
55 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Education Management
- **Company Size:** 46% Medium, 39% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Superleap, finding it simple and intuitive for managing leads efficiently.
- Users value the **easy tracking** of Superleap, appreciating its intuitive design that enhances lead management efficiency.
- Users value the **simplicity and organization** of Superleap, significantly enhancing their efficiency in managing leads.
- Users value the **real-time call recordings** of Superleap, enhancing efficiency with instant activity logs.
- Users appreciate the **intuitive design** of Superleap, making lead management and follow-ups effortlessly simple and organized.

##### Cons

- Users find **integration issues** with Superleap, wishing for better connectivity with other tools and improved customization.
- Users feel that Superleap has **limited customization** , impacting reporting and integration options compared to mature CRMs.
- Users note the **limited features** of Superleap compared to more mature CRM options, affecting reporting and customization.
- Users struggle with **search issues** , finding it difficult to conduct effective global searches for their generated leads.

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

**["Reliable CRM for End-to-End Business Process Management"](https://www.g2.com/survey_responses/superleap-review-13076369)**

**Rating:** 4.5/5.0 stars

_— Tanya Saxena ._

[Read full review](https://www.g2.com/survey_responses/superleap-review-13076369)

**["AI-Powered CRM That Streamlines Integrations, Insights, and Team Efficiency"](https://www.g2.com/survey_responses/superleap-review-13141842)**

**Rating:** 5.0/5.0 stars

_— Yarab P._

[Read full review](https://www.g2.com/survey_responses/superleap-review-13141842)

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

Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. We pride ourselves on empowering Sales and Sales teams to increase their speed of execution across the entire sales cycle. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential.

**Average Rating:** 4.6/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Teamgate?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Teamgate?

- **Seller:** [Teamgate, UAB](https://www.g2.com/sellers/teamgate-uab)
- **Year Founded:** 2012
- **HQ Location:** Las Vegas, NV
- **Twitter:** @Teamgate  
10,734 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f283dd75f283bc003d480dee14d8756c172f930dc9beb0e23ee94005ce1b31a9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fteamgatecrm&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 74% Small, 16% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Teamgate for its **exceptional customer support** , noting prompt responses that enhance their overall experience.
- Users find Teamgate's **ease of use** exceptional, with intuitive design and seamless integration simplifying their workflow.
- Users find the **analytics and insights** in Teamgate to be informative and user-friendly, enhancing customer management.
- Users praise Teamgate for its **convenient all-in-one platform** that enhances customer relationships and streamlines operations.
- Users find Teamgate to be a **convenient and user-friendly** CRM, streamlining customer management and sales analysis.

##### Cons

- Users find Teamgate to be **expensive** and lacking essential features in its business plan for sales needs.
- Users find a lack of essential features in Teamgate's lead management, making it **difficult for small businesses to compete**.
- Users find **missing features** in Teamgate essential for sales, pushing them to consider more expensive alternatives.
- Users noted the lack of **essential sales features** in Teamgate’s business plan, making it less suitable for small companies.
- Users express concern over **visibility issues** in Teamgate, missing essential features for effective sales management.

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

**["Don't leave it to your memory. Leave it to Teamgate"](https://www.g2.com/survey_responses/teamgate-review-10036662)**

**Rating:** 5.0/5.0 stars

_— Fabiola S._

[Read full review](https://www.g2.com/survey_responses/teamgate-review-10036662)

**["Best CRM Customer Service & Tech Support"](https://www.g2.com/survey_responses/teamgate-review-9482496)**

**Rating:** 5.0/5.0 stars

_— Aaron K._

[Read full review](https://www.g2.com/survey_responses/teamgate-review-9482496)

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

BixJet is a multichannel sales automation platform built to help teams generate leads, automate follow-ups, and close deals faster, with a strong focus on LinkedIn automation, email sequencing, WhatsApp outreach, and LinkedIn data extraction. Instead of manually switching between tools, BixJet centralizes prospecting, outreach, follow-ups, and pipeline management into one unified system.

**Average Rating:** 4.8/5.0

**Total Reviews:** 108

#### How Do G2 Users Rate Bixjet?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Bixjet?

- **Seller:** [Bixjet](https://www.g2.com/sellers/bixjet)
- **Year Founded:** 2021
- **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=3c93a4b6d865a41c8c283f5f0f2bebacb08b74ff49bc00496bede4c21e28d0d3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbixjet%2F&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 86% Small, 11% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **responsive customer support** of Bixjet, noting the team's dedication to user satisfaction.
- Users find Bixjet's **ease of use** invaluable, streamlining LinkedIn outreach and enhancing their lead generation efforts.
- Users value the **automation features** of Bixjet, enhancing outreach efficiency and driving significant revenue growth seamlessly.
- Users find Bixjet's **lead management** effective and easy to use, significantly increasing potential customer engagement.
- Users love Bixjet for its **seamless automation** features, streamlining LinkedIn outreach and improving productivity effortlessly.

##### Cons

- Users find the **limited customization** options for tasks and reports in Bixjet to be a drawback.
- Users express concerns about **integration issues** , noting limitations and delays in lead uploading and LinkedIn features.
- Users find the **learning curve** with Bixjet steep initially, requiring time to fully explore advanced features.
- Users find the **lead update process somewhat slow** , wishing for a quicker response to manage their leads effectively.
- Users desire more **initial features** when signing up for Bixjet, enhancing their early experience with the CRM.

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

**["Streamlined Outreach, Easy Setup"](https://www.g2.com/survey_responses/bixjet-review-13121188)**

**Rating:** 4.5/5.0 stars

_— Olivia M._

[Read full review](https://www.g2.com/survey_responses/bixjet-review-13121188)

**["From founder pain to founder solution — BixJet just works"](https://www.g2.com/survey_responses/bixjet-review-12275738)**

**Rating:** 4.5/5.0 stars

_— James O._

[Read full review](https://www.g2.com/survey_responses/bixjet-review-12275738)

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

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

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

Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain's sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform's user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape.

**Average Rating:** 4.6/5.0

**Total Reviews:** 211

#### How Do G2 Users Rate Membrain?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Membrain?

- **Seller:** [Membrain](https://www.g2.com/sellers/membrain)
- **Company Website:** www.membrain.com
- **Year Founded:** 2012
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @membrain\_com  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=128b954648ec1b164dbc033fcc0dccbfbfa8433c867edbf8fd31c3b7cf80f8da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmembraincom%2F&secure%5Burl_type%5D=linkedin_company_website)  
39 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 60% Small, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Membrain, noting its intuitive structure and seamless team adoption.
- Users value the **highly customizable features** of Membrain, enhancing their efficiency in managing prospects and pipelines.
- Users value the **hands-on support** from Membrain, appreciating their commitment to helping with software adoption and success.
- Users appreciate the **prompt and helpful customer support** from Membrain, enhancing their overall experience and satisfaction.
- Users appreciate the **high customizability** of Membrain, enabling tailored workflows that enhance productivity and organization.

##### Cons

- Users note that the **missing features** in Membrain, like better email formatting and calendar usability, hinder productivity.
- Users find the **steep learning curve** of Membrain challenging initially, though it offers robust features once mastered.
- Users find the **incomplete information** challenging, making it difficult to locate essential features and resources effectively.
- Users desire more **features and customization** in Membrain, especially for graphs and email formatting options.
- Users experience **dashboard issues** with limited customization options and difficulties in exporting historical data effectively.

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

**["Membrain user for an Internal Sales role."](https://www.g2.com/survey_responses/membrain-review-10736226)**

**Rating:** 4.0/5.0 stars

_— Moises B._

[Read full review](https://www.g2.com/survey_responses/membrain-review-10736226)

**["Top-Notch Support, User-Friendly UI, and Powerful Workflow Customization"](https://www.g2.com/survey_responses/membrain-review-12622325)**

**Rating:** 4.5/5.0 stars

_— Chris W._

[Read full review](https://www.g2.com/survey_responses/membrain-review-12622325)

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

- [What is Membrain used for?](https://www.g2.com/discussions/what-is-membrain-used-for) - 2 comments

### [Planfix](https://www.g2.com/products/planfix-inc-planfix/reviews)

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. Flexible access settings allow users to view only the information they need to remain productive at work, while managers can view the entire business process. No programming is needed to configure and control various business processes within a company. The platform offers a wide range of powerful features, including project management, client accounting, task management, online Gantt charts, email integration, calendars, event chronicles in real time, analytics and reporting, connecting external users, linking accounts, and much more. Whether you’re a newbie or a tech-savvy user, Planfix will be a perfect fit. Experienced users will find features in Planfix that aren’t available in other services and systems. These features include extensive customization, advanced automation of complex business processes, and flexible project building. Alternatively, ready-to-use configurations and automated procedures facilitate onboarding and implementation. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

**Average Rating:** 4.6/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Planfix?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planfix?

- **Seller:** [Planfix](https://www.g2.com/sellers/planfix)
- **Year Founded:** 2019
- **HQ Location:** San Diego, US
- **Twitter:** @planfix  
51 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=780e77c53e99404001d75e03dd5c797f08a705fe7e030927fab6b8df70697c6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanfix&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 78% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **flexibility** of Planfix, enabling easy configuration without needing developer assistance.

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

**["Planfix for business automation"](https://www.g2.com/survey_responses/planfix-review-11352783)**

**Rating:** 4.0/5.0 stars

_— Stepan C._

[Read full review](https://www.g2.com/survey_responses/planfix-review-11352783)

**["Our experience with Planfix"](https://www.g2.com/survey_responses/planfix-review-9698414)**

**Rating:** 5.0/5.0 stars

_— Ramina M._

[Read full review](https://www.g2.com/survey_responses/planfix-review-9698414)

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

Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry.

**Average Rating:** 4.3/5.0

**Total Reviews:** 911

#### How Do G2 Users Rate Pipeline CRM?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10)

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

- **Seller:** [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm)
- **Company Website:** pipelinecrm.com
- **Year Founded:** 2006
- **HQ Location:** Seattle, WA
- **Twitter:** @PipelineDeals  
2,861 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51b57ddc105ae995998f9c5821db49c5e8208a8a468e5e2c81c25c0619caee7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1073626%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Manager, President
- **Top Industries:** Construction, Marketing and Advertising
- **Company Size:** 65% Small, 27% Medium

#### What Do G2 Reviewers Say About Pipeline CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** in Pipeline CRM, making it quick to learn and enhancing productivity.
- Users value the **intuitive interface** of Pipeline CRM, enhancing organization and efficiency with minimal training required.
- Users appreciate the **organized approach** of Pipeline CRM, allowing seamless management and tracking of leads and deals.
- Users appreciate the **user-friendly interface** of Pipeline CRM, making team onboarding and client management quick and efficient.
- Users highlight the **responsive customer support** of Pipeline CRM, appreciating quick assistance for their queries.

##### Cons

- Users find the **limited features** of Pipeline CRM hinder deep integrations and automation options, impacting overall effectiveness.
- Users find the **limited customization** options of Pipeline CRM inadequate for complex sales processes, hindering its effectiveness.
- Users face **integration issues** with Pipeline CRM, limiting functionality and causing challenges with third-party app connectivity.
- Users identify **missing features** , particularly in the mobile app and integration capabilities, limiting automation and syncing options.
- Users face **slow performance** with Pipeline CRM, especially during updates and due to limited third-party integrations.

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

**["Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control"](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)

**["Sales-Focused, Easy-to-Use CRM with Strong Pipeline Customization and Reporting"](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)

#### What Are G2 Users Discussing About Pipeline CRM?

- [What is Pipeline CRM used for?](https://www.g2.com/discussions/what-is-pipeline-crm-used-for)

### [Striven](https://www.g2.com/products/striven-2024-03-26/reviews)

Your business at its best. Striven is an all-in-one business management software with everything you need to grow revenue, work efficiently, and improve operations. Striven is a complete software solution—we’ve combined all the core features you need for accounting, sales, projects, management, and reporting into one simple system. Simplify, Unify, Thrive. With Striven, you’ll never need separate and unconnected software applications again. Finally, you can run your entire business from anywhere, on any device.

**Average Rating:** 4.5/5.0

**Total Reviews:** 102

#### How Do G2 Users Rate Striven?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Striven?

- **Seller:** [Miles IT](https://www.g2.com/sellers/miles-it-70a76636-820d-4454-ba1c-87fd6eac9660)
- **Company Website:** www.striven.com
- **Year Founded:** 2008
- **HQ Location:** Tampa, Florida
- **Twitter:** @SoftwareStriven  
3,461 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb415efdb8508390fbbdfa9d1943d646373614017d90b7d2d54201c927eb0fef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstriven-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting, Construction
- **Company Size:** 75% Small, 27% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Striven for its **excellent customer service** , highlighting the team's quick and friendly support during onboarding.
- Users praise the **exceptional customer support** of Striven, noting its quick, friendly assistance and effective onboarding process.
- Users commend the **ease of use** of Striven, appreciating its intuitive navigation and seamless integration of multiple functions.
- Users appreciate the **user-friendly web-based interface** of Striven, making multiple operations accessible and manageable.
- Users find that Striven **meets their needs** effectively by integrating various operations into one cohesive system.

##### Cons

- Users find that Striven requires **improvement in interface design and functionality** , with a steep learning curve and overlapping features.
- Users face issues with **missing features** , particularly in reporting and inadequate tracking of costs in Striven.
- Users face **feature limitations** in Striven, particularly with inflexible reporting and inadequate tracking functionalities.
- Users often face **functionality issues** with Striven, causing confusion and difficulty in navigating the diverse features offered.
- Users experience a **steep learning curve** initially with Striven due to its extensive features and setup complexities.

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

**["Striven Centralizes Everything and Streamlines My Workflow"](https://www.g2.com/survey_responses/striven-review-12654187)**

**Rating:** 4.5/5.0 stars

_— Nick C._

[Read full review](https://www.g2.com/survey_responses/striven-review-12654187)

**["Striven: A Seamless All-in-One Platform with World-Class Personal Support"](https://www.g2.com/survey_responses/striven-review-12308036)**

**Rating:** 5.0/5.0 stars

_— Dan J._

[Read full review](https://www.g2.com/survey_responses/striven-review-12308036)

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

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

### [Progress Podio](https://www.g2.com/products/progress-podio/reviews)

Progress Podio is a flexible, custom collaboration database that enables you to accelerate and simplify your work. An all-in-one solution to accelerate productivity, digitize essential processes, streamline data collection, and automate document workflows in one secure tool. Progress Podio can automate, operationalize, and secure important business and document processes that reduces manual work and increases efficiency. Transform how work is done with versatile forms, powerful data collection, and automated client and document workflows— customized all by you with a few simple clicks. From key industries such as, creative agencies, legal services, accounting firms, real-estate, construction / manufacturing, to key departmental areas—sales, HR, marketing, legal, finance. Podio’s ability to connect diverse teams and disparate processes helps thousands of companies optimize their entire operations in one place. With Progress Podio, give your team a single tool to automate timely processes that unify in one tool. From simplifying client data collection to automating client interactions and agreements, Progress Podio simplifies your business’s most core activities.

**Average Rating:** 4.2/5.0

**Total Reviews:** 507

#### How Do G2 Users Rate Progress Podio?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (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 Progress Podio?

- **Seller:** [Progress Software](https://www.g2.com/sellers/progress-software)
- **Company Website:** www.progress.com
- **Year Founded:** 1981
- **HQ Location:** Burlington, MA.
- **Twitter:** @ProgressSW  
48,773 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab257d11ab0255eaaae8c28635f37e0e64277d81eae954d5985edfd545cd2d69&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprogress-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,205 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Project Manager
- **Top Industries:** Real Estate, Information Technology and Services
- **Company Size:** 61% Small, 28% Medium

#### What Do G2 Reviewers Say About Progress Podio?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Progress Podio, making collaboration and management tasks simple and efficient.
- Users appreciate the **automation capabilities** of Progress Podio, enhancing productivity and simplifying task management significantly.
- Users love the **customization options** that adapt Progress Podio to their specific business processes seamlessly.
- Users love the **integrated workflows and no-code capabilities** of Progress Podio, enhancing productivity and ease of use.
- Users appreciate the **seamless integrations** in Progress Podio, enhancing collaboration and simplifying business processes across various areas.

##### Cons

- Users face a challenging **learning curve** with Progress Podio due to complex setup and technical limitations.
- Users find the **billing issues** challenging, especially with recent changes affecting admin member pricing.
- Users find the **complexity** of Progress Podio challenging, requiring significant effort to create an effective setup.
- Users express frustration with **poor customer support** , indicating a need for improvement in assistance and integration.
- Users find the **slow performance** of Progress Podio frustrating, as it hampers efficiency and productivity.

#### What Are Recent G2 Reviews of Progress Podio?

**["Versatile Platform with Excellent Collaboration Tools"](https://www.g2.com/survey_responses/progress-podio-review-12063894)**

**Rating:** 4.0/5.0 stars

_— Katie B._

[Read full review](https://www.g2.com/survey_responses/progress-podio-review-12063894)

**["Progress Podio - Efficient and Organized CRM for Real Estate Teams"](https://www.g2.com/survey_responses/progress-podio-review-9216544)**

**Rating:** 5.0/5.0 stars

_— Norma I._

[Read full review](https://www.g2.com/survey_responses/progress-podio-review-9216544)

#### What Are G2 Users Discussing About Progress Podio?

- [What is Citrix Podio used for?](https://www.g2.com/discussions/what-is-citrix-podio-used-for)

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

VBOUT is an AI-enabled marketing platform that helps small teams create big businesses. VBOUT is trusted by 1000’s of businesses worldwide to automate and centralize their marketing while delivering engaging, personalized experiences to their audiences. Agencies and partners use VBOUT directly or through a white label setup to build custom plans, manage sub-accounts and share assets from one client account to many. With VBOUT, you can: - Boost productivity, deliver personalized content, and increase ROI using AI-powered features. - Streamline interactions with a multi-channel AI chatbot. - Manage all your social media from one place. - Engage with your customers by creating and sending winning email campaigns. - Design stunning, personalized and dynamic landing pages with no coding. - Create automations with an intuitive visual builder. - Nurture leads from click to close - and beyond. - Grow and maintain your audience lists easily. - Track and analyze all your marketing activities on a customizable dashboard. The platform has AI-powered features, AI chatbot, easy drag-and-drop landing pages and forms, an intuitive visual automation builder, social media management, email marketing tools and a growing library of pre-built templates for a broad range of marketing campaigns. In-depth, native analytics and lead tracking provide marketers a full view of their pipeline, list engagement and campaign performance. Growing businesses and agencies trust VBOUT’s flexible platform and award-winning, free premium support to help them attract the right customers, convert more visitors into customers, and run complete marketing campaigns in one easy-to-use platform.

**Average Rating:** 4.7/5.0

**Total Reviews:** 259

#### How Do G2 Users Rate VBOUT?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind VBOUT?

- **Seller:** [Vbout Inc.](https://www.g2.com/sellers/vbout-inc)
- **Year Founded:** 2013
- **HQ Location:** New York, NY
- **Twitter:** @vboutcom  
1,782 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2badea79e5c272fc18ccf645908351eaaed0aa6eefe939f74bf6c0bbefabe5e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2951785%2F&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 89% Small, 10% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love how VBOUT allows them to create **landing pages and email sequences quickly and easily** , enhancing marketing efficiency.
- Users value the **automation efficiency** of VBOUT, streamlining their sales funnels with consistent updates and improvements.
- Users commend the **outstanding customer support** of VBOUT, noting its effectiveness in addressing marketing needs.
- Users value the **ease of use** of VBOUT for quickly creating landing pages and email sequences.
- Users value the **easy creation** of landing pages and email sequences with VBOUT, enhancing their marketing efficiency.

##### Cons

- Users find the **email sending caps** restrictive, limiting effective campaign management for larger businesses.
- Users find the **email sending caps limiting** , which can hinder large campaign efforts and overall effectiveness.
- Users find the **complex usage** of VBOUT challenging, despite its adequacy for basic landing page needs.
- Users find VBOUT's **email sending caps** restrictive, hindering larger campaigns compared to other market options.
- Users find the **inefficient email sending limits** restrictive for managing large campaigns effectively with VBOUT.

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

**["Tailored Automation for Small Teams, Needs Better Integrations"](https://www.g2.com/survey_responses/vbout-review-12984203)**

**Rating:** 4.0/5.0 stars

_— Verified User in Civil Engineering_

[Read full review](https://www.g2.com/survey_responses/vbout-review-12984203)

**["All-in-One Marketing Platform That’s Easy to Use and Saves Time"](https://www.g2.com/survey_responses/vbout-review-10069277)**

**Rating:** 4.5/5.0 stars

_— Ammar Ihsan N._

[Read full review](https://www.g2.com/survey_responses/vbout-review-10069277)

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

- [What is VBOUT used for?](https://www.g2.com/discussions/what-is-vbout-used-for) - 1 comment

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

ConvergeHub is the all-in-one CRM built to accelerate revenue from pipeline to paycheck. Designed for businesses of all sizes—from small startups to enterprise-grade organizations—it unifies Sales, Marketing, Support, and Billing into one powerful platform. Your teams can attract leads, close deals, support customers, and get paid faster—all from a single, streamlined workspace. With robust automation, deep customization, and a 360° customer view, ConvergeHub helps you manage every stage of the customer lifecycle and drive scalable growth without switching tools. Highlights: 360° customer view with omnichannel touchpoints Built-in campaigns, quotes, invoices, and support cases Custom dashboards, automation, and reporting tools Integrates with QuickBooks, DocuSign, RingCentral, Office365, Zapier, and more

**Average Rating:** 4.8/5.0

**Total Reviews:** 36

#### How Do G2 Users Rate ConvergeHub?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ConvergeHub?

- **Seller:** [ConvergeHub](https://www.g2.com/sellers/convergehub)
- **Year Founded:** 2016
- **HQ Location:** San Francisco Bay Area, California
- **Twitter:** @convergehub  
1,799 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d9f5d42b15eb50a05817f452aad19cc3e66fafa9f1172a6378a88f77cfe226d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconvergehub%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 97% Small

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

**["Awesome CRM-Software with outstanding support!"](https://www.g2.com/survey_responses/convergehub-review-9302524)**

**Rating:** 5.0/5.0 stars

_— André P._

[Read full review](https://www.g2.com/survey_responses/convergehub-review-9302524)

**["ConvergeHub Streamlines CRM, Sales, Marketing, Support, and Billing in One Platform"](https://www.g2.com/survey_responses/convergehub-review-12938035)**

**Rating:** 5.0/5.0 stars

_— Hector Francisco A._

[Read full review](https://www.g2.com/survey_responses/convergehub-review-12938035)

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

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

### [ePROMIS ERP](https://www.g2.com/products/epromis-erp/reviews)

ePROMIS is a leading global enterprise ERP, HCM, CRM and other business management software solution provider to multiple verticals & industries. ePROMIS ERP - The Next-Gen customizable ERP solution empowers you to synchronize all aspects of your business, share data, drive performance, cut costs, and maximize profitability. ePROMIS ERP tackles the entire spectrum of enterprise functionalities, including finance, supply chain, assets, projects, analytics, human resources, customer relations, and planning. This Full-fledged Enterprise solution can be customized according to the nature and organizational structure of the company, resulting an exclusive enterprise solution integrating proven best practices and organization’s best practices. With ePROMIS Solutions, the sky is the limit. Turn your massive data into insights, keep your workforce productive and get things done quickly with the mighty Business Intelligence tools of ePROMIS Enterprise ERP.

**Average Rating:** 4.9/5.0

**Total Reviews:** 45

#### How Do G2 Users Rate ePROMIS ERP?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ePROMIS ERP?

- **Seller:** [ePROMIS Solutions](https://www.g2.com/sellers/epromis-solutions)
- **Year Founded:** 1981
- **HQ Location:** Houston, Texas
- **Twitter:** @ePROMISGlobal  
1,127 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=228ffafb478ed406653db140e4c6323f4c4fe8f2addc2016c47168c20c9b1b0c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3102723%2F&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** IT Manager
- **Top Industries:** Construction
- **Company Size:** 63% Large, 40% Medium

#### What Are Recent G2 Reviews of ePROMIS ERP?

**["Intuitive and Easy, But Needs Faster Loading"](https://www.g2.com/survey_responses/epromis-erp-review-5269758)**

**Rating:** 4.0/5.0 stars

_— Shaiju C._

[Read full review](https://www.g2.com/survey_responses/epromis-erp-review-5269758)

**["Reliable, fast and efficient ERP software can increase operational efficiency and productivity."](https://www.g2.com/survey_responses/epromis-erp-review-4958083)**

**Rating:** 5.0/5.0 stars

_— Mohammad F._

[Read full review](https://www.g2.com/survey_responses/epromis-erp-review-4958083)

#### What Are G2 Users Discussing About ePROMIS ERP?

- [What is the number 1 ERP System?](https://www.g2.com/discussions/what-is-the-number-1-erp-system)
- [Which software is used for ERP?](https://www.g2.com/discussions/which-software-is-used-for-erp)
- [What is striven ERP?](https://www.g2.com/discussions/what-is-striven-erp)
- [What is ePROMIS?](https://www.g2.com/discussions/what-is-epromis)

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

Success.ai is an AI-driven platform designed to revolutionize B2B lead generation and email outreach. By providing unlimited access to a vast database of over 700 million verified contacts, it empowers businesses to connect with potential clients efficiently. The platform integrates advanced tools such as AI-powered email writing, automated email warm-up services, and a unified inbox, streamlining the entire outreach process. Success.ai caters to sales teams, marketers, agencies, and entrepreneurs aiming to enhance their outbound sales campaigns and drive revenue growth effectively. Key Features and Functionality: - Extensive B2B Leads Database: Access to over 700 million verified B2B contacts, enabling users to identify and reach potential clients across various industries. - Unlimited Email Sending and Warm-Up: Connect multiple email accounts with no restrictions and utilize automated warm-up services to improve email deliverability and avoid spam filters. - AI-Powered Email Writer: Craft personalized and impactful email campaigns using AI-driven content generation, enhancing engagement rates. - Unified Inbox and CRM Integration: Manage all email communications from a single interface and integrate seamlessly with existing CRM systems for efficient lead tracking. - Multichannel Outreach: Engage leads through various channels, including email, LinkedIn, and phone, from a single campaign platform. - Advanced Campaign Analytics: Monitor and analyze campaign performance with real-time metrics to optimize outreach strategies. Primary Value and Solutions Provided: Success.ai addresses the challenges of scaling B2B outreach by offering a comprehensive suite of tools that automate and enhance the lead generation process. By leveraging AI technology, it reduces the time and effort required to identify and engage potential clients, allowing businesses to focus on closing deals and driving growth. The platform's unlimited access to a vast contact database, combined with its advanced email management features, ensures that users can execute effective and personalized outreach campaigns at scale. This results in increased lead conversion rates, improved email deliverability, and a more streamlined sales process, ultimately contributing to higher revenue and business success.

**Average Rating:** 4.8/5.0

**Total Reviews:** 274

#### How Do G2 Users Rate Success.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:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

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

- **Seller:** [Success AI](https://www.g2.com/sellers/success-ai)
- **HQ Location:** Sheridan, WY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32a66020ba02e4a0e8b426c12af7a1c130fe5fc469f4004ea1c0285d34b338ac&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuccess-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
87 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Virtual Assistant, Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 82% Small, 17% Medium

#### What Do G2 Reviewers Say About Success.ai?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Success.ai, benefiting from a seamless all-in-one platform for their needs.
- Users appreciate the **time-saving automation features** of Success.ai, streamlining lead management and outreach tasks effectively.
- Users value the **efficient lead generation** capabilities of Success.ai, benefiting from integrated tools for outreach and automation.
- Users value the **time-saving automation** of Success.ai, enhancing efficiency with its all-in-one platform for tasks.
- Users appreciate the **efficiency** of Success.ai, enabling quick connections with accurate, up-to-date contact information.

##### Cons

- Users find the **steep learning curve** of Success.ai challenging initially, but adjustments make it easier over time.
- Users find the **learning difficulty** with Success.ai's pricing and features makes selecting the right plan confusing.
- Users find the **slow loading** of Success.ai hampers their productivity and disrupts workflow efficiency.
- Users find **missing features** in Success.ai, particularly in lead tracking for unique industries and limited email options.
- Users find the **limited customization** of role options challenging, especially for larger teams needing clearer choices.

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

**["Success.ai Makes Cold Email Campaigns Easy with Built-In Leads, Warm-Up, and AI Writing"](https://www.g2.com/survey_responses/success-ai-review-12623684)**

**Rating:** 5.0/5.0 stars

_— Abrar A._

[Read full review](https://www.g2.com/survey_responses/success-ai-review-12623684)

**["Good Automation of Intelligence"](https://www.g2.com/survey_responses/success-ai-review-12346835)**

**Rating:** 4.0/5.0 stars

_— Intan R._

[Read full review](https://www.g2.com/survey_responses/success-ai-review-12346835)

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

Along with general CRM features like contact management, sales pipeline management, quotes and product management CompanyHub is very powerful with following aspects of CRMs. Customizable for different industries Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table / field. Powerful Reporting You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables. Strong Email Automation Sales people spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC / copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a gmail plugin to track any mail sent from gmail. Minimize efforts on feeding data in CRM Sales people hate updating CRMs. And its not their mistake. CRMs are time consuming. CompanyHub lets them do everything from one place - like excel. From a single page, you can create records, add notes, conversations & tasks, edit fields, and send followup mails. Email sync & bulk mail also save lot of time. Control who can see what data Lead information is a very important asset of company. Even within the team, they prefer to regulate who can see what data. CompanyHub gives complete control on who can see which records, and even which fields. It supports hierarchy based as well as rule based access control. Even if two sales persons are seeing same page / report, they will see different data based on what is visible to them. So CompanyHub is very adaptive and easily accommodate your daily business routine without changing your process.

**Average Rating:** 4.7/5.0

**Total Reviews:** 45

#### How Do G2 Users Rate CompanyHub CRM?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10)

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

- **Seller:** [CompanyHub](https://www.g2.com/sellers/companyhub)
- **Year Founded:** 2015
- **HQ Location:** Nasik
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d2d0d0ac4d360648009de9cdf57194d86b85a0361682c3d0ec8c68bdb33593a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10206297%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 89% Small, 9% Large

#### What Do G2 Reviewers Say About CompanyHub CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with CompanyHub CRM, finding its UI and follow-up features highly effective.
- Users value the **simple UI and efficient follow-up reminders** of CompanyHub CRM, enhancing their lead management experience.
- Users value the **organization efficiency** of CompanyHub CRM, benefitting from streamlined follow-up tracking and deal sentiment insights.
- Users appreciate the **simplicity of the UI** , which highlights essential follow-ups without unnecessary complexity.

##### Cons

- The **novice UI design** of CompanyHub CRM may hinder user experience despite its navigation ease and user prioritization.
- Users find the **UI design unintuitive** , feeling it lacks sophistication despite its navigational ease for AEs.

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

**["Efficient yet powerful. Customisable and easy to do so. Worth your top 3 CRM list!"](https://www.g2.com/survey_responses/companyhub-crm-review-613370)**

**Rating:** 4.0/5.0 stars

_— John R._

[Read full review](https://www.g2.com/survey_responses/companyhub-crm-review-613370)

**["CompanyHub CRM Sales and new customers."](https://www.g2.com/survey_responses/companyhub-crm-review-4400179)**

**Rating:** 4.0/5.0 stars

_— Βіll ._

[Read full review](https://www.g2.com/survey_responses/companyhub-crm-review-4400179)

#### What Are G2 Users Discussing About CompanyHub CRM?

- [What does Companyhub Crm do?](https://www.g2.com/discussions/what-does-companyhub-crm-do)
- [What does the Company Hub do?](https://www.g2.com/discussions/what-does-the-company-hub-do)
- [What is CompanyHub?](https://www.g2.com/discussions/what-is-companyhub)
- [What are some features of CRM?](https://www.g2.com/discussions/what-are-some-features-of-crm)

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- [Contract Management](/categories/contract-management)
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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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