# Best CRM Software - Page 13

## 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**

### SAP Sales Cloud

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities

[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=2026-08-04T06%3A43%3A04Z&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=509&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%3Fp%3D1530%26page%3D13&secure%5Btoken%5D=4238baedc6f599a1b20b508482633753a8b3ebabcfa767c4b06a7d0f59e423ad&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2025%2F01%2Fcc18428e-ee7e-0010-bca6-c68f7e60039b.html%3Fcampaigncode%3DCRM-YD25-CEX-407334%26source%3DSALES-click-campaign-G2&secure%5Burl_type%5D=custom_url)

### [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews)

NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.

**Average Rating:** 4.2/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate Pershing Financial Services?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Pershing Financial Services?

- **Seller:** [Pershing a BNY Mellon](https://www.g2.com/sellers/pershing-a-bny-mellon)
- **Year Founded:** 1939
- **HQ Location:** Jersey City, New Jersey
- **Twitter:** @Pershing  
7,117 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f0163ce4c182714b24736c5232de859ba769b1d802c648870bd860aaaca3377&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpershing-a-bny-mellon-company%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Information Technology and Services
- **Company Size:** 41% Large, 29% Medium

#### What Are Recent G2 Reviews of Pershing Financial Services?

**["Good trading platform"](https://www.g2.com/survey_responses/pershing-financial-services-review-6967965)**

**Rating:** 4.0/5.0 stars

_— Brooke B._

[Read full review](https://www.g2.com/survey_responses/pershing-financial-services-review-6967965)

**["Community Sales Advisor"](https://www.g2.com/survey_responses/pershing-financial-services-review-7872227)**

**Rating:** 5.0/5.0 stars

_— Lonell R._

[Read full review](https://www.g2.com/survey_responses/pershing-financial-services-review-7872227)

#### What Are G2 Users Discussing About Pershing Financial Services?

- [What is NetX360 used for?](https://www.g2.com/discussions/what-is-netx360-used-for)

### [Fitnet Manager](https://www.g2.com/products/fitnet-manager/reviews)

Fitnet Manager is a 100% SaaS collaborative ERP designed for IT services companies, consulting firms, and professional service providers who want to manage their business with a clear and unified vision. Its core strength lies in project-based management. Every project or mission is treated as a unique business case, tracked from start to finish: from commercial opportunities and quotes to resource planning, time tracking, expense management, invoicing, and profitability analysis. This gives companies real-time visibility into margins and financial performance. With Fitnet Manager, all operations are centralized in one platform. Sales and CRM functions manage pipelines, quotes, contracts, and subscriptions. Project management and professional services automation cover multi-project planning, time tracking, and resource allocation. HR and administration modules handle leave, absences, expenses, and skills management. Finance and reporting features provide automated invoicing, multi-currency support, reconciliations, and consolidated reporting. Delivered as a SaaS solution, Fitnet Manager combines user-friendly design, flexible configuration, and open connectivity through APIs and integrations to adapt to each organization. With more than 15 years of experience, it supports hundreds of IT services firms and consulting companies in their growth and transformation.

**Average Rating:** 4.0/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Fitnet Manager?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Fitnet Manager?

- **Seller:** [Fitnet Manager](https://www.g2.com/sellers/fitnet-manager)
- **Year Founded:** 2007
- **HQ Location:** Montpellier, France
- **Twitter:** @FitnetManager  
763 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cbf68a806f0186b0c38d02354347ca67b46da53b7e7104b589a09d5fbfabaf0b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F279509%2F&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 47% Large, 41% Medium

#### What Are Recent G2 Reviews of Fitnet Manager?

**["The app is not available in all languages."](https://www.g2.com/survey_responses/fitnet-manager-review-3405356)**

**Rating:** 4.5/5.0 stars

_— Mayara E._

[Read full review](https://www.g2.com/survey_responses/fitnet-manager-review-3405356)

**["Streamlines Operations with Comprehensive ERP"](https://www.g2.com/survey_responses/fitnet-manager-review-12518554)**

**Rating:** 4.0/5.0 stars

_— Elisnara P._

[Read full review](https://www.g2.com/survey_responses/fitnet-manager-review-12518554)

#### What Are G2 Users Discussing About Fitnet Manager?

- [What is Fitnet Manager used for?](https://www.g2.com/discussions/what-is-fitnet-manager-used-for)

### [GreenRope](https://www.g2.com/products/greenrope/reviews)

GreenRope is an all-in-one, complete CRM, marketing automation, and customer service solution designed for businesses doing big things. GreenRope combines sales, marketing, and operations into one, highly customizable software solution built for your business. GreenRope is more than software, it’s a way of doing business. We help our users break down departmental silos to create streamlined business processes. GreenRope’s CRM has all the tools and integrations you need for sales, marketing, customer service, and operations. Real power comes from an integrated approach, and that’s exactly what GreenRope offers. GreenRope includes advanced marketing automation capabilities, drag-and-drop customer journey mapping, sales force automation, customer service tools, and a tool box of other features to help manage and operate your business. GreenRope gives you control over your entire business from sales to marketing to customer service.You get a 360-degree view of your customers and a better way to manage and reach your KPIs. GreenRope is one of the only true all-in-one solutions. Everyone in your organization can use GreenRope to manage sales, boost marketing initiatives, and use data to create better customer experiences. Plus, additional users are always free. Effectively manage your sales pipeline with in-depth sales enablement tools. Customize the way you view your contacts, schedule appointments, automate follow-ups, and easily view all sales opportunities. GreenRope gives you marketing automation that's easy to set up, test, and execute. Never miss an opportunity to provide the best customer experience through personalized communication and data-driven strategies. With GreenRope, you can manage multiple channels - websites, email, mobile, social, and more - all in the same platform. We are here when you need us. Contact us 24/7 via chat, email, and more. Plus, we provide in-depth onboarding with personalized training, a certification program, and hundreds of online resources to ensure your success. GreenRope is a company built around providing exceptional value to our customers. Since we started in 2008, we have evolved from being one of the first email marketing service providers to being the first, truly Complete CRM on the market. Combining sales, marketing, and operations in to a single platform, GreenRope inspires collaboration with your clients, vendors, and employees and we live this collaborative culture, listening to people like you to build what YOU want to run your business. GreenRope's Complete CRM helps business owners, sales managers and marketers bridge the gap between departments and make data accessible throughout, so your business runs smoothly and effectively with all the information a team needs to better target and serve their leads and customers.

**Average Rating:** 4.3/5.0

**Total Reviews:** 219

#### How Do G2 Users Rate GreenRope?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind GreenRope?

- **Seller:** [GreenRope](https://www.g2.com/sellers/greenrope)
- **Year Founded:** 2008
- **HQ Location:** Solana Beach, CA
- **Twitter:** @GreenRope  
5,179 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8aebcb61e78a65ec237d0ab1bbe336c9b7d01d3ff8e92076f50bf189cc4b687&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2235385%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 80% Small, 16% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of GreenRope, facilitating seamless management of CRM and marketing tasks effortlessly.
- Users value the **easy and powerful email marketing** features of GreenRope, enhancing efficiency and engagement effortlessly.
- Users value the **seamless integration** of GreenRope, greatly enhancing efficiency and productivity in managing leads and campaigns.
- Users value the **seamless automation** of GreenRope, which significantly enhances efficiency and improves conversion rates.
- Users benefit from **powerful automation features** in GreenRope that streamline workflows and enhance engagement effortlessly.

##### Cons

- Users express concerns about **missing features** in GreenRope, particularly in email control and operational tools.
- Users find that **expertise is required** to navigate GreenRope's complex features, making setup challenging for newcomers.
- Users report **feature issues** with GreenRope, including inconsistent email deliverability and limitations in the editing tools.
- Users find the **learning curve steep** , as the packed dashboard and complex features require significant time to master.
- Users feel the **limited features** of GreenRope fail to meet complex operational needs, requiring significant improvements.

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

**["GreenRope Next Generation CRM: Powerful Real-Time Sync and Automation"](https://www.g2.com/survey_responses/greenrope-review-11821654)**

**Rating:** 4.5/5.0 stars

_— Rajesh M._

[Read full review](https://www.g2.com/survey_responses/greenrope-review-11821654)

**["Seamlessly Integrated All-in-One CRM Solution"](https://www.g2.com/survey_responses/greenrope-review-12410603)**

**Rating:** 4.0/5.0 stars

_— Sival P._

[Read full review](https://www.g2.com/survey_responses/greenrope-review-12410603)

### [Platformly](https://www.g2.com/products/platformly/reviews)

Platformly is a powerful yet easy to use business management and marketing automation tool for busy business owners who are focused on growth. Platformly makes marketing attribution easy by precisely tracking interactions across different campaigns and channels throughout your entire marketing funnel. It helps you understand in unparalleled detail which marketing activities drive the most sales, who your most loyal customers are and what drives growth. BUSINESS DASHBOARDS Dashboards provide your most important business metrics consolidated into one fully customizable dashboard. They offer a real-time overview of what is happening in your business, with the ability to drill down and get the exact data you need at any given time. LINK TRACKING Platformly is your campaign management command center. Seamlessly track campaign performance, user interactions, sales and everything in between and beyond. CRM One central location for managing and strengthening customer relationships. See an overview or choose a contact to see all past interactions with your brand. All data is automatically updated in real-time. LEAD CAPTURE Intuitive customer acquisition tools, from behavior driven opt-in forms to complete, pixel-perfect landing pages. All with an easy drag-and-drop interface to help you launch effective campaigns quickly. EMAIL MARKETING Deliver the right message to the right person at the right time. Use our visual email builder to send beautiful and responsive event-driven or broadcast emails with one of the industry’s highest delivery rates. MARKETING AUTOMATION Turn cold traffic into brand advocates at scale with event-driven campaigns and highly personalized experiences. All can be done visually without writing a single line of code. COMPLETE REPORTS Your essential business data easily accessible through real-time insights and analytics dashboards. Measure and analyze every aspect of your marketing and sales and make decisions with confidence.

**Average Rating:** 4.5/5.0

**Total Reviews:** 106

#### How Do G2 Users Rate Platformly?

- **Has the product been a good partner in doing business?:** 9.3/10 (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 Platformly?

- **Seller:** [Platformly](https://www.g2.com/sellers/platformly)
- **Year Founded:** 2017
- **HQ Location:** Tortola, British Virgin Islands
- **Twitter:** @PlatformlyHQ  
235 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5406392546ee47fe5646e25b2c6ef689768d05b246a8c46a74d78a92b8bc6992&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13447871%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 90% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find that Platformly provides a **powerful platform for rapid business growth** with versatile tools and plans.
- Users value the **business support** offered by Platformly, enabling rapid organization and growth of their campaigns.
- Users appreciate the **comprehensive tools** of Platformly, enabling efficient organization and growth of campaigns and businesses.
- Users value the **ease of use** of Platformly, facilitating quick organization and management of their campaigns.
- Users value the **diverse tools** offered by Platformly, enabling efficient organization and rapid business growth.

##### Cons

- Users experience **performance issues** with Platformly, noting it can become sluggish during use, especially late in the day.
- Users often experience **slow loading times** , which can affect their overall experience with Platformly.
- Users experience **slow performance** at times, which can hinder their overall experience with Platformly.

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

**["Streamlines B2B Campaigns with Unified Tools"](https://www.g2.com/survey_responses/platformly-review-12931049)**

**Rating:** 4.5/5.0 stars

_— Roehm B._

[Read full review](https://www.g2.com/survey_responses/platformly-review-12931049)

**["Great for Unifying Marketing Data Pipelines, Missing Native Kubernetes Tooling & Modern Java SDK"](https://www.g2.com/survey_responses/platformly-review-12963382)**

**Rating:** 4.0/5.0 stars

_— Florian B._

[Read full review](https://www.g2.com/survey_responses/platformly-review-12963382)

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

- [What are the benefits and drawbacks of using Platformly for marketing automation?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-platformly-for-marketing-automation)
- [What is Platformly used for?](https://www.g2.com/discussions/what-is-platformly-used-for)

### [SalezShark](https://www.g2.com/products/salezshark/reviews)

SalezShark is the next generation platform that fuels sales and marketing efforts of businesses. Its ‘Relationship Cloud’ makes it stand apart from the crowded traditional CRM market that just offers the automation of sales processes operationally, leaving sales guys to lay much efforts entering data and feeding information. SalezShark’ s Relationship Cloud feeds an intelligent mesh of relationship network to make connections with prospects easier and faster; know their personality traits, so that they are equipped with customer intelligence to do better prospecting and nurture relationships with clients. SalezShark, creates a compelling factor for sales people and gives them a reason to love CRM platform.

**Average Rating:** 4.4/5.0

**Total Reviews:** 37

#### How Do G2 Users Rate SalezShark?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SalezShark?

- **Seller:** [SalezShark](https://www.g2.com/sellers/salezshark)
- **Year Founded:** 2014
- **HQ Location:** Great Falls, US
- **Twitter:** @SalezShark  
1,462 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=95f90bb7d0037cbaf846de86fa4f8d49a6e6926dea35085de6adb45cec2a3e7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4798552%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 47% Medium, 42% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of SalezShark, which streamlines processes and enhances productivity significantly.
- Users find the **easy setup** of SalezShark smooth and straightforward, making it quick to start using effectively.
- Users appreciate the **user-friendly interface** of SalezShark, allowing quick setup and automation to save time.
- Users appreciate the **user-friendly interface** of SalezShark, allowing for quick setup and efficient selling.
- Users commend SalezShark for its **affordable pricing** , making it a great option for budget-conscious businesses.

##### Cons

- Users find the **pricing of SalezShark expensive** and suggest it should be more affordable for better value.
- Users feel the **limited customization** options in SalezShark make the user interface less intuitive and overwhelming.
- Users find the **user interface not intuitive** , feeling overwhelmed by its clutter and difficulty in navigation.
- Users find SalezShark's interface **not user-friendly** , describing it as cluttered and overwhelming during navigation.
- Users find the **user interface overwhelming** , making navigation through features less intuitive and more cumbersome.

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

**["Salezshark Centralizes Communication with Powerful Automation and Reporting"](https://www.g2.com/survey_responses/salezshark-review-12452895)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/salezshark-review-12452895)

**["Clear, Simple Sales Dashboard with a Well-Structured Pipeline View"](https://www.g2.com/survey_responses/salezshark-review-12644073)**

**Rating:** 4.0/5.0 stars

_— Luis (Tito) U._

[Read full review](https://www.g2.com/survey_responses/salezshark-review-12644073)

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

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

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

Rolldog CRM software offers a robust platform for businesses of all sizes to manage customer interactions, automate sales processes, track operations, and improve customer service. Its intuitive interface and powerful features, like lead tracking and contact management, help streamline operations and drive business growth by providing a unified view of customer data. This empowers teams to make informed decisions and build stronger client relationships without too much hassle.

**Average Rating:** 4.9/5.0

**Total Reviews:** 14

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

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

- **Seller:** [Rolldog](https://www.g2.com/sellers/rolldog)
- **Year Founded:** 2019
- **HQ Location:** Toronto, CA
- **Twitter:** @rolldogsales  
11 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3df0afbd0cc08b224f3f89f5dfe0a1c16a39130bfaa47737b4d5006db3db3e7e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frolldog%2F&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 43% Medium

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

**["Highly Recommend Rolldog"](https://www.g2.com/survey_responses/rolldog-crm-review-7700099)**

**Rating:** 5.0/5.0 stars

_— Allison W._

[Read full review](https://www.g2.com/survey_responses/rolldog-crm-review-7700099)

**["Rolldog is great for our small team of collaborators"](https://www.g2.com/survey_responses/rolldog-crm-review-8640090)**

**Rating:** 4.5/5.0 stars

_— Hannah R._

[Read full review](https://www.g2.com/survey_responses/rolldog-crm-review-8640090)

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

- [What is Rolldog CRM used for?](https://www.g2.com/discussions/what-is-rolldog-crm-used-for) - 1 comment

### [Ringy (formerly iSales)](https://www.g2.com/products/ringy-formerly-isales/reviews)

The CRM built on what matters most – communication! Conversations drive sales. Ringy handles them for you. Turn calls into customers with an automated sales team in your back pocket. Ringy is a complete CRM designed to support your team, enhance performance, and bridge the gap between lead nurture and deal closure. With Ringy, growing businesses get state-of-the-art CRM features at a competitive price.

**Average Rating:** 4.6/5.0

**Total Reviews:** 54

#### How Do G2 Users Rate Ringy (formerly iSales)?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Ringy (formerly iSales)?

- **Seller:** [Kovacs Systems](https://www.g2.com/sellers/kovacs-systems)
- **Year Founded:** 2013
- **HQ Location:** Denver, CO
- **Twitter:** @RingyCRM  
94 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c29f65f98311d412d095c13a99de488225e4d5808ec69f520743372789169081&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fringycrm%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 53% Small, 26% Large

#### What Do G2 Reviewers Say About Ringy (formerly iSales)?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Ringy, finding navigation and lead management simple and visually appealing.
- Users find the **easy navigation** of Ringy helpful for managing leads effectively, enhanced by visually pleasing color coordination.
- Users praise the **easy navigation and visual appeal** in managing leads with Ringy, enhancing their experience.
- Users admire the **ease of navigation in lead management** , enhanced by visually appealing color coordination.
- Users find the **navigation ease** of Ringy intuitive and visually pleasing, making lead management effortless.

##### Cons

- Users find Ringy **expensive** , struggling to see how their spending translates to actual usage like minutes and texts.

#### What Are Recent G2 Reviews of Ringy (formerly iSales)?

**["Ringing with Ringy"](https://www.g2.com/survey_responses/ringy-formerly-isales-review-11098977)**

**Rating:** 4.5/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/ringy-formerly-isales-review-11098977)

**["GREATEST CRM!!"](https://www.g2.com/survey_responses/ringy-formerly-isales-review-4357198)**

**Rating:** 5.0/5.0 stars

_— Jon S._

[Read full review](https://www.g2.com/survey_responses/ringy-formerly-isales-review-4357198)

#### What Are G2 Users Discussing About Ringy (formerly iSales)?

- [What is Ringy (formerly iSales) used for?](https://www.g2.com/discussions/what-is-ringy-formerly-isales-used-for)

### [Reelo](https://www.g2.com/products/reelo/reviews)

Reelo is a smart customer engagement and marketing platform for Restaurant and Retail businesses. It helps businesses to be in touch with their customer with Loyalty program, WhatsApp campaigns, referral program and much more.

**Average Rating:** 4.3/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Reelo?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Reelo?

- **Seller:** [Reelo](https://www.g2.com/sellers/reelo)
- **HQ Location:** , 
- **Twitter:** @relocationme
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1256cf17c896265d5a39e46064528eee9dcc4ba165d1fcb7440a8f43a4f556d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Freelome%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Food & Beverages
- **Company Size:** 74% Small, 26% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Reelo for its **ease of use** , making customer engagement and loyalty program management straightforward and efficient.
- Users praise Reelo for its **automation capabilities** , making customer loyalty and engagement effortless and effective.
- Users love Reelo for its **user-friendly interface** , which simplifies loyalty management and enhances customer retention strategies.
- Users praise Reelo for its **automation features** , streamlining loyalty programs and enhancing customer retention effortlessly.
- Users love Reelo for its **easy-to-use interface** , simplifying retention marketing and enhancing customer engagement effortlessly.

##### Cons

- Users report **data management issues** with integration, difficulty entering info, and slow customer support response.
- Users face significant **integration difficulties** with Reelo, causing frustration and hindering overall functionality and support.
- Users experience significant **integration issues** with Reelo, leading to frustration and downtime in service functionality.
- Users express frustration with **poor customer support** , highlighting slow responses and unresolved ticket issues impacting their experience.
- Users express concerns about **data accessibility** , citing slow support and complicated data management processes.

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

**["Intuitive UI and Features That Boost Repeat Customers"](https://www.g2.com/survey_responses/reelo-review-13091773)**

**Rating:** 5.0/5.0 stars

_— Jasleen S._

[Read full review](https://www.g2.com/survey_responses/reelo-review-13091773)

**["Reelo Makes Customer Loyalty and Repeat Business Effortless been using reelo for some time"](https://www.g2.com/survey_responses/reelo-review-13089989)**

**Rating:** 4.5/5.0 stars

_— UTSAV S._

[Read full review](https://www.g2.com/survey_responses/reelo-review-13089989)

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

Lime CRM is a visual and user-friendly CRM for 10 users and up that simplifies the workday for marketing, sales and support teams. Lime CRM keeps customers, deals and campaigns in one place and enables you to not only manage and track, but also make use of all your customer data. With smart add-ons and integrations to your other IT systems, duplicate work will be avoided and you can instead focus on what's important: providing exceptional customer experiences. Hosted or on your own server.

**Average Rating:** 4.3/5.0

**Total Reviews:** 91

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

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 6.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.3/10 (Category avg: 8.6/10)

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

- **Seller:** [Lime Technologies](https://www.g2.com/sellers/lime-technologies)
- **Year Founded:** 1990
- **HQ Location:** Lund, Skane
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f313c5cff48d2b87ed49dde93be183af3d732b3fb74551cc633328dd7c089e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flimetechnologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
422 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 52% Small, 45% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customizability** of Lime CRM, allowing them to tailor the system to their specific needs.
- Users value the **customization options** in Lime CRM, allowing tailored solutions for their specific organizational needs.
- Users value the **flexibility** of Lime CRM, allowing effortless customization to suit their specific organizational needs.
- Users commend the **excellent customer support** from Lime CRM, appreciating its responsiveness and helpfulness.
- Users value the **extremely customizable interface** of Lime CRM, enhancing adaptability and efficiency without external dependence.

##### Cons

- Users find the **limited features** of Lime CRM hinder effective collaboration, particularly with Office 365 integration.
- Users experience **call issues** with Lime CRM, particularly complaining about slow responses and limited web client integration.
- Users experience **inaccurate data** and slow responses from Lime CRM, complicating their workflow and efficiency.
- Users find the **learning curve challenging** , especially for functions related to security and general usability.
- Users find the Lime CRM's **limited customization** restrictive, especially when integrating with other tools like Office 365.

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

**["Lime - very easy and very searchable"](https://www.g2.com/survey_responses/lime-crm-review-5334133)**

**Rating:** 5.0/5.0 stars

_— Staffan B._

[Read full review](https://www.g2.com/survey_responses/lime-crm-review-5334133)

**["A flexible CRM system"](https://www.g2.com/survey_responses/lime-crm-review-8582168)**

**Rating:** 4.0/5.0 stars

_— Peter A._

[Read full review](https://www.g2.com/survey_responses/lime-crm-review-8582168)

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

- [What is your experience with Lime CRM for customer relationship management, and what improvements could be made?](https://www.g2.com/discussions/what-is-your-experience-with-lime-crm-for-customer-relationship-management-and-what-improvements-could-be-made)
- [What is Lime CRM used for?](https://www.g2.com/discussions/what-is-lime-crm-used-for)

### [nTireCRM](https://www.g2.com/products/sunsmart-technologies-ntirecrm/reviews)

nTireCRM is a web based customer relationship, incident, lead management system designed to help enterprise across diversified verticals viz.

**Average Rating:** 4.6/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate nTireCRM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind nTireCRM?

- **Seller:** [sunsmart technologies](https://www.g2.com/sellers/sunsmart-technologies)
- **Year Founded:** 2012
- **HQ Location:** Kansas City, Missouri
- **Twitter:** @sunsmart\_tech  
294 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e895fcda9acdd323defcfde2f9fe28f8f083317634e81f5b1a4fba5b014e9f32&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsunsmartusa&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 36% Small, 36% Large

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

**["One of the leading CRM software in the industry, good for mid sized organisation."](https://www.g2.com/survey_responses/ntirecrm-review-6851422)**

**Rating:** 4.5/5.0 stars

_— Sahil B._

[Read full review](https://www.g2.com/survey_responses/ntirecrm-review-6851422)

**["Best CRM Software helps to connect all Business vertical within torganization"](https://www.g2.com/survey_responses/ntirecrm-review-6742254)**

**Rating:** 5.0/5.0 stars

_— Firoz k._

[Read full review](https://www.g2.com/survey_responses/ntirecrm-review-6742254)

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

- [What is Sunsmart CRM Software used for?](https://www.g2.com/discussions/what-is-sunsmart-crm-software-used-for)

### [Bloom](https://www.g2.com/products/bloom-io-bloom/reviews)

Bloom is a business workspace for independent business owners, freelancers, and service professionals. It connects all client touch-points in a professional experience, including digital forms, quotes, contracts, invoices, digital payments, communication, scheduling, and even the client portal.

**Average Rating:** 4.5/5.0

**Total Reviews:** 82

#### How Do G2 Users Rate Bloom?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Bloom?

- **Seller:** [Bloom.io](https://www.g2.com/sellers/bloom-io)
- **Year Founded:** 2015
- **HQ Location:** Vancouver, WA
- **Twitter:** @bloomcrm  
9,470 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8e32859d99e7a8ec92a793c56e3630123c29f99456dac42d0da0ef42041b2cd1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbloomcrm%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Photography, Marketing and Advertising
- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **stunning UI** of Bloom, finding it ideal for centralizing communications for small teams and solopreneurs.
- Users love the **intuitive UI** of Bloom, which effectively centralizes client communications for small teams.
- Users love the **intuitive interface** of Bloom, enhancing productivity for solopreneurs and small creative teams.
- Users love the **user-friendly interface** of Bloom, which simplifies client communication for solopreneurs and small teams.
- Users love the **stunning user interface** of Bloom, making client communication centralization easy for solopreneurs and teams.

##### Cons

- Users find the **limited features** of Bloom lacking, as it only offers project tracking without task management capabilities.
- Users find the **lack of a task management system** limits Bloom’s project management capabilities, focusing more on tracking.

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

**["The Absolute Best CRM"](https://www.g2.com/survey_responses/bloom-review-8244740)**

**Rating:** 5.0/5.0 stars

_— Rachel M._

[Read full review](https://www.g2.com/survey_responses/bloom-review-8244740)

**["Sleek and comprehensive system for any design-driven profession"](https://www.g2.com/survey_responses/bloom-review-8277277)**

**Rating:** 5.0/5.0 stars

_— Alexis N._

[Read full review](https://www.g2.com/survey_responses/bloom-review-8277277)

### [OpenCRM](https://www.g2.com/products/opencrm/reviews)

Our fully featured and easily customisable, Cloud CRM solution will help you grow your business without having to pay astronomical prices. OpenCRM does everything that our rivals do, for a fraction of the cost: manage your sales, customers, contacts, finances, events, projects and tickets, wherever you are, whenever you want. Plus, you can access all of our features no matter what price band you are in. No hidden fees; no surprise paywalls for the stuff you thought was included.

**Average Rating:** 4.3/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate OpenCRM?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OpenCRM?

- **Seller:** [OpenCRM](https://www.g2.com/sellers/opencrm)
- **Year Founded:** 2005
- **HQ Location:** Richmond, North Yorkshire
- **Twitter:** @OpenCRM  
1,746 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a36a475964f00e8c08c98a4b6762a8a36ecf4ef65839adc7a50f5407b237c31b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F498359%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 58% Small, 30% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of OpenCRM, appreciating its intuitive interface and seamless lead management features.
- Users find the **easy setup** of OpenCRM highly beneficial, facilitating quick and efficient database management from the start.
- Users value the **thorough lead analysis** provided by OpenCRM, enhancing communication and follow-up efficiency.
- Users value the **affordability** of OpenCRM, benefiting from an all-in-one solution that reduces multiple subscription costs.
- Users value the **excellent customer support** from OpenCRM, ensuring smooth setup and timely follow-ups on leads.

##### Cons

- Users find OpenCRM **not user-friendly** due to confusing navigation and outdated interface, alongside software bugs and hangs.
- Users experience **software bugs** and occasional hangs, which hinder the overall usability and interface clarity of OpenCRM.
- Users find the **learning curve** for advanced customizations in OpenCRM can complicate initial setup and efficiency.
- Users find that the **time-consuming setup** of OpenCRM can hinder efficiency in accessing its features.

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

**["Centralized Client & Regulatory Management for Investment Firms"](https://www.g2.com/survey_responses/opencrm-review-12833987)**

**Rating:** 4.0/5.0 stars

_— Kiley A._

[Read full review](https://www.g2.com/survey_responses/opencrm-review-12833987)

**["Effortless Setup and Great for Small Teams"](https://www.g2.com/survey_responses/opencrm-review-12688149)**

**Rating:** 4.0/5.0 stars

_— Demir Z._

[Read full review](https://www.g2.com/survey_responses/opencrm-review-12688149)

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

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

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

Retain customers and empower your sales team. Order-aware CRM with customer behavior insights. Know your customers & sell more. Improve repeated orders. Have a central place for your B2B or B2C customers, their orders, notes, tags, tasks and your own custom fields directly under their profile. Two-way Tag sync with Shopify. Extend your CRM with the Integration with Zapier. Manage sales activities, collect customer feedback & track team performance. Unique insights per customer e.g. RFM classification, forecasted next order date and order cycle in days. Main features include: - Full 360 customer profile, online orders, notes and tags in one place - Manage sales activities, automate, collect feedback & track team performance - Group your tasks into sales plans, track the outcome per user or per plan - Segment your customers, with 40+ data points to target them - See forecasted next order date, order cycle in days, AOV, total sales and more

**Average Rating:** 4.3/5.0

**Total Reviews:** 10

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

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.2/10 (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 Revamp CRM?

- **Seller:** [Revamp Consulting](https://www.g2.com/sellers/revamp-consulting)
- **Year Founded:** 2013
- **HQ Location:** Nasr City, Cairo
- **Twitter:** @RevampCrm  
306 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=08f06e271af0905638808ed183d38658d9aa0b5a0c77f18906eadd825a351e09&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2917849%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 80% Small, 10% Large

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

**["RevampCRM combines everything that I need"](https://www.g2.com/survey_responses/revamp-crm-review-2687059)**

**Rating:** 4.5/5.0 stars

_— Steven W._

[Read full review](https://www.g2.com/survey_responses/revamp-crm-review-2687059)

**["It contains really good features for our e-commerce."](https://www.g2.com/survey_responses/revamp-crm-review-3783709)**

**Rating:** 4.5/5.0 stars

_— austin w._

[Read full review](https://www.g2.com/survey_responses/revamp-crm-review-3783709)

### [Sellsy](https://www.g2.com/products/sellsy/reviews)

Sellsy is a comprehensive CRM solution; there is no need to hassle with multiple software. Sellsy manages every point of the sales process from prospecting to payment. Companies using Sellsy increase sales, make more informed decisions, and master efficiency. Sellsy can be adapted to fit the needs of your business. Available online, web & mobile devices, at an affordable price. The Sellsy Solution includes: • Lead Generation, Tracking & Scoring • Invoicing • Customer Service Management • Automated Marketing Campaigns and Emails • 360 Customer View • Pipeline View • Collaborative Tools • Project Management • Purchases, Expenses & Margins • E-commerce • POS • Time Tracking & much more!

**Average Rating:** 4.0/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Sellsy?

- **Has the product been a good partner in doing business?:** 6.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Sellsy?

- **Seller:** [Easybill](https://www.g2.com/sellers/easybill)
- **Year Founded:** 2009
- **HQ Location:** La Rochelle, Nouvelle Aquitaine
- **Twitter:** @sellsy\_app  
4,849 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b570a587cb5910ecd375ac585f3f59cef1557c138ec4fba96eb75ef79e0050f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feasybill&secure%5Burl_type%5D=linkedin_company_website)  
173 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 88% Small, 13% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation capabilities** of Sellsy, enabling effortless bill creation and sending.
- Users appreciate the **automation features** of Sellsy, finding it easy to create and send bills automatically.
- Users find Sellsy to be **easy to use** , allowing for automation of tasks like bill creation and sending.
- Users praise the **easy-to-use invoicing** feature of Sellsy, allowing for automated bill creation and sending.

##### Cons

- Users find the **learning curve steep** , taking about a week to fully grasp Sellsy's functionalities.
- Users report a **learning difficulty** , noting it takes about a week to grasp Sellsy's functionality.
- Users find Sellsy's interface **not intuitive** , making it challenging to navigate and use effectively.
- Users find the tool **not user-friendly** , struggling with its lack of intuitiveness and ease of use.

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

**["Optimal invoice management, but many features to discover"](https://www.g2.com/survey_responses/sellsy-review-11884747)**

**Rating:** 5.0/5.0 stars

_— Emilie L._

[Read full review](https://www.g2.com/survey_responses/sellsy-review-11884747)

**["good crm solution for small sized business"](https://www.g2.com/survey_responses/sellsy-review-12027243)**

**Rating:** 4.0/5.0 stars

_— Isaac S._

[Read full review](https://www.g2.com/survey_responses/sellsy-review-12027243)

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

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

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

Wortal CRM is a comprehensive cloud-based customer relationship management solution designed to streamline sales processes and enhance customer interactions. It offers a suite of tools that assist businesses in managing leads, tracking opportunities, and automating sales activities, thereby improving efficiency and driving growth. Key Features and Functionality: - Lead Management: Capture leads from various integrated platforms and assign them to relevant team members either manually or automatically. Receive notifications for new leads and set reminders for follow-ups to ensure timely engagement. - Opportunity Tracking: Monitor the progress of potential deals through customizable sales stages, allowing for a clear view of the sales pipeline and facilitating informed decision-making. - Sales Communication History: Maintain a comprehensive record of all interactions with clients, including calls, emails, and meetings, ensuring that all team members have access to up-to-date information. - Centralized Contact Management: Store and manage all customer information in a single, organized database, making it easy to access and update client details as needed. - Quotation Automation: Generate and send quotes directly from the CRM, streamlining the sales process and reducing manual tasks. - Calling App Integration: Utilize the built-in calling application to make and receive calls directly from the CRM, with automatic logging of call details for future reference. - WhatsApp Marketing: Engage with clients through WhatsApp, leveraging the platform for marketing campaigns and customer communication. - Reporting: Access real-time analytics and performance tracking to gain insights into sales activities, helping to identify trends and areas for improvement. Primary Value and Solutions Provided: Wortal CRM simplifies and automates the sales management process, enabling businesses to efficiently handle lead acquisition, allocation, monitoring, and pursuit. By centralizing customer data and sales activities, it enhances collaboration among team members and ensures that no opportunity is overlooked. The integration of communication tools and automation features reduces manual workload, allowing sales teams to focus on building relationships and closing deals. Ultimately, Wortal CRM empowers businesses to optimize their sales processes, make data-driven decisions, and achieve scalable growth.

**Average Rating:** 4.1/5.0

**Total Reviews:** 22

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

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 6.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.6/10 (Category avg: 8.6/10)

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

- **Seller:** [Jayshree Kapuria](https://www.g2.com/sellers/jayshree-kapuria)
- **Year Founded:** 2022
- **HQ Location:** Surat, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9cceadacea9f68d699e07f12646f6af04775d589a88e44833743fda6147819dd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwortal-crm%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 26% Small, 4% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Wortal CRM for its **easy setup** , facilitating a smooth and quick transition to the platform.
- Users appreciate the **ease of lead management** in Wortal CRM, simplifying tracking and following up with leads effectively.
- Users find Wortal CRM's **ease of use** exceptional, enabling effortless client management and quick setup for everyone.
- Users value the **easy tracking** of leads and tasks in Wortal CRM, enhancing team management and productivity.
- Users value the **efficiency** of Wortal CRM, streamlining client management and enhancing workflow with a user-friendly interface.

##### Cons

- Users express dissatisfaction with the **missing features** like custom quotations and advanced WhatsApp integration.
- Users feel the **custom quotation and notification features** of Wortal CRM require significant improvement for better usability.
- Users express frustration with the **limited customization** options for quotation formats, hindering their branding efforts.
- Users express frustration with the **call recording summary feature** , finding it inaccessible for iOS devices directly through the phone.
- Users experience **server latency** in certain regions, leading to frustrating connectivity issues with Wortal CRM.

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

**["Easiest CRM Setup Ever — Up and Running in 10 Minutes"](https://www.g2.com/survey_responses/wortal-crm-review-11898817)**

**Rating:** 5.0/5.0 stars

_— gaurav j._

[Read full review](https://www.g2.com/survey_responses/wortal-crm-review-11898817)

**["Budget-Friendly CRM with Essential Features"](https://www.g2.com/survey_responses/wortal-crm-review-11906202)**

**Rating:** 4.5/5.0 stars

_— Akshay P._

[Read full review](https://www.g2.com/survey_responses/wortal-crm-review-11906202)

- [‹ Prev‹ Prev](/categories/crm?order=g2_score&page=12&wfoid=5bfde20687.1781432297#product-list)
- [1](/categories/crm?order=g2_score&wfoid=5bfde20687.1781432297#product-list)
- [2](/categories/crm?order=g2_score&page=2&wfoid=5bfde20687.1781432297#product-list)
- …
- [9](/categories/crm?order=g2_score&page=9&wfoid=5bfde20687.1781432297#product-list)
- [10](/categories/crm?order=g2_score&page=10&wfoid=5bfde20687.1781432297#product-list)
- [11](/categories/crm?order=g2_score&page=11&wfoid=5bfde20687.1781432297#product-list)
- [12](/categories/crm?order=g2_score&page=12&wfoid=5bfde20687.1781432297#product-list)
- 13
- [14](/categories/crm?order=g2_score&page=14&wfoid=5bfde20687.1781432297#product-list)
- [15](/categories/crm?order=g2_score&page=15&wfoid=5bfde20687.1781432297#product-list)
- [16](/categories/crm?order=g2_score&page=16&wfoid=5bfde20687.1781432297#product-list)
- [17](/categories/crm?order=g2_score&page=17&wfoid=5bfde20687.1781432297#product-list)
- …
- [72](/categories/crm?order=g2_score&page=72&wfoid=5bfde20687.1781432297#product-list)
- [73](/categories/crm?order=g2_score&page=73&wfoid=5bfde20687.1781432297#product-list)
- [Next ›Next ›](/categories/crm?order=g2_score&page=14&wfoid=5bfde20687.1781432297#product-list)

Spotlight Categories

[Session Replay Software](https://www.g2.com/categories/session-replay)

[Employee Recognition Software](https://www.g2.com/categories/employee-recognition)

[Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance)

[Marketing Automation Software](https://www.g2.com/categories/marketing-automation)

[Loyalty Management Software](https://www.g2.com/categories/loyalty-management)

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