# Best CRM Software - Page 17

## 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**

### Coevera

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-04T12%3A45%3A12Z&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=1841&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%3Fp%3D1530%26page%3D17&secure%5Btoken%5D=ea4a1532e7a968721705da5d7d7d9eb697e6d32ff5ae28daed10169334309c06&secure%5Burl%5D=https%3A%2F%2Fwww.coevera.com%2Fcrm%2Ffree-trial%2Fg2crowd%2F&secure%5Burl_type%5D=custom_url)

### [Fat Free CRM](https://www.g2.com/products/fat-free-crm/reviews)

This is Fat Free CRM commits feed that gets updated every time I push new code to Github.

**Average Rating:** 3.9/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Fat Free CRM?

- **Has the product been a good partner in doing business?:** 7.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Fat Free CRM?

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

#### Who Uses This Product?

- **Company Size:** 40% Medium, 40% Small

#### What Are Recent G2 Reviews of Fat Free CRM?

**["Helps To Manage the Customer Interaction, Sales process and Marketing Campaign"](https://www.g2.com/survey_responses/fat-free-crm-review-8139920)**

**Rating:** 4.5/5.0 stars

_— Eva G._

[Read full review](https://www.g2.com/survey_responses/fat-free-crm-review-8139920)

**["Powerful Functionalities"](https://www.g2.com/survey_responses/fat-free-crm-review-8568108)**

**Rating:** 4.5/5.0 stars

_— Ramesh P._

[Read full review](https://www.g2.com/survey_responses/fat-free-crm-review-8568108)

### [ezeeCRM](https://www.g2.com/products/ezeecrm/reviews)

ezeeCRM is a comprehensive Customer Relationship Management (CRM) solution designed to streamline business operations by integrating various functionalities into a single platform. It offers modules such as marketing automation, sales automation, human resource and payroll management, helpdesk support, learning management, document management, asset tracking, preventive maintenance, point of sale, warehouse and inventory management, and production planning. This all-in-one approach enables businesses to centralize their operations, automate processes, and gain valuable insights to drive growth and success. Key Features and Functionality: - Marketing Automation: Craft, execute, and analyze marketing campaigns with precision, utilizing tools for audience segmentation, campaign effectiveness measurement, and marketing automation. - Sales Automation (CRM): Manage leads, contacts, customers, deals, quotations, sales orders, and invoices efficiently. Features include email integration, telephony integration, social media integration, and live chat support to enhance sales performance. - Human Resource and Payroll Management (HRMS): Streamline HR processes with tools for talent acquisition automation, employee performance tracking, training and development, leave and attendance management, and HR analytics. - Helpdesk Support: Enhance customer support experiences with ticketing system integration, multi-channel support, service level agreement monitoring, and feedback collection. - Learning Management: Facilitate employee training and development through a centralized learning management system. - Document Management: Organize and manage documents efficiently, ensuring easy access and compliance management. - Asset Tracking and Preventive Maintenance: Track asset lifecycles, schedule maintenance, manage depreciation, and centralize asset-related documentation. - Point of Sale (POS): Facilitate the checkout process, provide real-time tracking of sales, and accept multiple forms of payment, enhancing customer experience. - Warehouse and Inventory Management: Track inventory movement in real-time, automate order fulfillment, optimize warehouse layout, forecast demand patterns, and manage product returns efficiently. - Production Planning: Manage intricate product structures with multi-level Bill of Materials (BOM), visualize components required for each finished good, and track work orders to optimize production flow. Primary Value and Solutions Provided: ezeeCRM empowers businesses to centralize their operations, automate repetitive tasks, and gain actionable insights, leading to improved efficiency and productivity. By integrating various business functions into a single platform, it eliminates the need for multiple disparate systems, reducing complexity and costs. The solution addresses common business challenges such as inefficient workflows, data silos, and manual errors by providing tools for automation, real-time data access, and comprehensive analytics. This holistic approach enables businesses to make informed decisions, enhance customer relationships, and drive sustainable growth.

**Average Rating:** 3.6/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate ezeeCRM?

- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ezeeCRM?

- **Seller:** [BusinessEzee](https://www.g2.com/sellers/businessezee)
- **Year Founded:** 2019
- **HQ Location:** Nagpur, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b3b4ad3c07de15e5058741ce4e7fd395d6e7c9b75f6ba74b48bf2e5570d2f46e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fshowcase%2Fbusinessezee-suite%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 64% Small, 27% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users benefit from the **easy-to-use CRM dashboard** that efficiently tracks sales and manages customer relationships.
- Users appreciate the **ease of use** of ezeeCRM, facilitating efficient sales tracking and management of customer data.
- Users value the **easy customization** of ezeeCRM, allowing tailored solutions for efficient sales management.
- Users value the **easy implementation** of ezeeCRM, enhancing their sales tracking and lead management effortlessly.
- Users appreciate the **effective lead management** in ezeeCRM, streamlining their sales process with real-time updates and organization.

##### Cons

- Users find the **learning curve for advanced settings** steep, making it challenging for new users to adapt.

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

**["Ezee CRM from BusinessEzee is best for Sales and Customer Relationship Management."](https://www.g2.com/survey_responses/ezeecrm-review-11364128)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/ezeecrm-review-11364128)

**["Efficient and User-Friendly CRM Solution"](https://www.g2.com/survey_responses/ezeecrm-review-8565945)**

**Rating:** 5.0/5.0 stars

_— Chetan S._

[Read full review](https://www.g2.com/survey_responses/ezeecrm-review-8565945)

### [Ligna](https://www.g2.com/products/ligna/reviews)

Ligna is a complete sales, marketing, and enablement platform with every feature you need to close clients, manage content, oversee projects, and track every detail.

**Average Rating:** 3.6/5.0

**Total Reviews:** 13

#### How Do G2 Users Rate Ligna?

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 6.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Ligna?

- **Seller:** [Ligna](https://www.g2.com/sellers/ligna)
- **Year Founded:** 2021
- **HQ Location:** Austin, TX
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c358bfa55dc89c66cb9b1b4fccd6b0ac6505d3bc3b5818f86b2923e17b269273&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flignaio%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 64% Small, 21% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **extensive feature set** of Ligna, enjoying its capabilities for calls, websites, and more.

##### Cons

- Users struggle with a **steep learning curve** , facing setup difficulties and performance issues with Ligna's functionalities.
- Users face numerous **bugs and performance issues** with Ligna, leading to frustration and a challenging setup experience.
- Users often face **call issues** with Ligna, including glitches, unresponsive lines, and unreliable SMS services.
- Users find the **expertise required** for Ligna challenging, especially with the complex funnel builder functionality.
- Users face significant **performance issues** with Ligna, experiencing slow load times and various glitches throughout the platform.

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

**["For me it is the best all-in-one Marketing software in the industry."](https://www.g2.com/survey_responses/ligna-review-7169882)**

**Rating:** 5.0/5.0 stars

_— Salvador P._

[Read full review](https://www.g2.com/survey_responses/ligna-review-7169882)

**["Best tool for CRM processes"](https://www.g2.com/survey_responses/ligna-review-8639659)**

**Rating:** 4.5/5.0 stars

_— Sarthak N._

[Read full review](https://www.g2.com/survey_responses/ligna-review-8639659)

### [openCRX](https://www.g2.com/products/opencrx/reviews)

openCRX, your enterprise-class private cloud with state-of-the-art customer relationship management (CRM), calendaring and issue tracking - a high quality open source solution!

**Average Rating:** 4.5/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate openCRX?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind openCRX?

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

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 70% Small, 30% Medium

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

**["Unlocking Business Potential with OpenCRX CRM"](https://www.g2.com/survey_responses/opencrx-review-8586508)**

**Rating:** 4.0/5.0 stars

_— Matic K._

[Read full review](https://www.g2.com/survey_responses/opencrx-review-8586508)

**["OpenCRX - All in one"](https://www.g2.com/survey_responses/opencrx-review-8570794)**

**Rating:** 4.5/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/opencrx-review-8570794)

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

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

### [Core CRM Pro](https://www.g2.com/products/core-crm-pro/reviews)

Core4 CRM management software is customer relationship management at its best: end-to-end management of all customer touch-points and commitments, from external interactions with your customers to internal project management and task and time tracking, including work orders and invoicing.

**Average Rating:** 4.3/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Core CRM Pro?

- **Has the product been a good partner in doing business?:** 10.0/10 (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.:** 7.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Core CRM Pro?

- **Seller:** [Productive Computing](https://www.g2.com/sellers/productive-computing)
- **Year Founded:** 1996
- **HQ Location:** San Marcos, CA
- **Twitter:** @ProdComp  
850 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d6d3400a2da757f8aa029a5998a3312740bac6e85155afc5242d5dfacaae5ab1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproductive-computing-inc.%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 40% Large

#### What Are Recent G2 Reviews of Core CRM Pro?

**["Packed With Features That's Actually Needed And Nothing More"](https://www.g2.com/survey_responses/core-crm-pro-review-7185042)**

**Rating:** 4.0/5.0 stars

_— Paul T._

[Read full review](https://www.g2.com/survey_responses/core-crm-pro-review-7185042)

**["Core4 CRM in boom"](https://www.g2.com/survey_responses/core-crm-pro-review-6965786)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/core-crm-pro-review-6965786)

#### What Are G2 Users Discussing About Core CRM Pro?

- [What is Core4 CRM used for?](https://www.g2.com/discussions/what-is-core4-crm-used-for)

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

Jarvis is a Platform for Marketing, Sales, CRM, ERP, and Projects The Jarvis CRM/ERP Platform contains over 20 years of experience working in multiple industries, with many different customers with very different needs. Our focus on design plays a considerable role in Jarvis CRM. Business applications should be beautiful and functional. Jarvis CRM is the 2017 recipient of the FileMaker Business Alliance Excellence Award for Design. Productivity and simplicity are the results. You'll spend fewer clicks and less time searching for the items your boss needs. In Jarvis, all data is in one place with access via desktop, web-browser and iPhone. Gone are the days of finding paperwork, emails, and figuring out who has the current version of a spreadsheet. Jarvis CRM/ERP includes all of the modules needed to run a business successfully with a single application. Integrations: • Quickbooks Online, No Plugins or annual fees. • SendGrid Email for sending a guaranteed email. Flag customers with bounced emails. Inbound Parse. • Zoom for meetings • Google for addresses, maps, Calendar General: • Optimized for FileMaker 19 • All layouts enlarged to fit a 15inch laptop edge (1680x1000) • Updated Interface • More user-defined preferences Calendar • Recoded to work as embedded javascript in Jarvis - no PHP, no install • NEW Set colors for events in the settings area Campaigns • Simpler interface • New multi-level campaign actions that roll-up results • New group list from campaign action - log activities and send emails from the group list • New results by campaign action - view results by group members that responded - log activities and send emails from the group list • Actions - Create a New Group. Companies • Visuals for sales performance • Create quotes, invoices, sales orders, projects • Updated interactions panel to show only a list of activities with a link to view details • NEW links for tracking multiple company URL's • Subscriptions • Custom pricing Contacts • Visuals for sales performance • Log Tasks, Activities, Email, Schedule Appointments • Plan Marketing with Touchpoints via a template • Marketing Groups • Lead qualification • Opportunities, quotes, invoices, sales orders, projects • Related contacts, linked contacts Commissions • New Approval • Payment view • Paid view Documents • Added tags Email • Templates - SendGrid integrated, HTML formatted • NEW incoming Email Products and Services • Visuals for sales performance • Create and track purchase orders • Manage inventory • QR codes • Kitting • Related Products Opportunities • NEW Added an implementation plan. • Updated sales stages to prospect, discover, recommend, implement • Opportunity specific tasks for sales stages • Track probability of sales • Stages: Discovery, Recommendation, Closing • Multiple quotes per opportunity • Contract storage and process tracking Projects • Restyled overview panel • Choice between Gantt and tasks • Gantt opens in a resizable window and autosaves • New fields for project links and recurring meeting id for zoom • Project risks and planning • Notebooks • Track time and expenses • Create invoices for the project • Project templates Users • Your dashboard • User-centric menu • Visualizations ( activity tracking, hours, and sales data) • View sales vs. sales Goals • Set sales goals by the year • Manage employees, HR module • NEW Teams for managing incoming Email • NEW Sales territories • NEW education panel - required training and courses taken, tracks CEU's. • Updated email signature to use the HTML text editor. • Added preference button for sales. If de-selected, it will hide sales features from the user's view. • Menu - timesheets and expenses will hide if turned off in the system • NEW - Timecards General Features • Quoting • Invoices • Sales Orders • Payments • Expense reports • Timesheet • Vendor Management, Bills and Payments • Purchase Orders What's New Jarvis 7 is the most significant update to date. Every part of Jarvis has been reviewed to ensure it is as modernized and updated for FileMaker 19. Jarvis contains the largest marketing module of any application on the FileMaker platform. Email templates, multiple marketing actions, HTML signatures, groups, inbound parsing of email bring Jarvis full circle. Everything is using FileMaker's javascript functions in the web viewers eliminating the need for PHP. New modules: Courses, Job Descriptions, extend employee management. Over 70 total new features and updates have been added.

**Average Rating:** 4.8/5.0

**Total Reviews:** 13

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

- **Has the product been a good partner in doing business?:** 10.0/10 (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 Jarvis CRM?

- **Seller:** [The Scarpetta Group](https://www.g2.com/sellers/the-scarpetta-group)
- **Year Founded:** 2008
- **HQ Location:** Simpsonville, SC
- **Twitter:** @ScarpettaGroup  
969 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fc21d8fd1f778d3aaca157732263b3151ace960469b3dcff8cd22e5151386e1a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthe-scarpetta-group%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 19% Medium

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

**["Beautiful CRM with well-rounded features"](https://www.g2.com/survey_responses/jarvis-crm-review-4524783)**

**Rating:** 5.0/5.0 stars

_— Susan F._

[Read full review](https://www.g2.com/survey_responses/jarvis-crm-review-4524783)

**["All-in-One, Easy-to-Use Solution with Smooth UX and Strong API Integrations"](https://www.g2.com/survey_responses/jarvis-crm-review-12607213)**

**Rating:** 4.5/5.0 stars

_— Luis En. P._

[Read full review](https://www.g2.com/survey_responses/jarvis-crm-review-12607213)

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

- [What does Jarvis Crm do?](https://www.g2.com/discussions/what-does-jarvis-crm-do)
- [What is the use of Jarvis Crm?](https://www.g2.com/discussions/what-is-the-use-of-jarvis-crm) - 1 comment
- [What is Jarvis platform?](https://www.g2.com/discussions/what-is-jarvis-platform)
- [Is Jarvis a CRM?](https://www.g2.com/discussions/is-jarvis-a-crm) - 1 comment

### [theCRM](https://www.g2.com/products/thecrm/reviews)

theCRM is modern CRM software designed to improve the management of sales, customers or any business process you would like to digitally transform. Helping you to deliver more growth and deliver more efficiency. We can help you improve the management, tracking, automation and reporting of all your processes.  Increase the efficiency of marketing, sales, product management, service delivery and much more. theCRM can be quickly integrated with your existing systems. Make your business more efficient by reducing the manual duplication of data and improving data quality.  Orchestrate one seamless customer journey. Integrate everything from the main business applications through such as ERP to niche custom products. Enterprise CRM capability at a sensible price, delivering more results for less.

**Average Rating:** 4.5/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate theCRM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind theCRM?

- **Seller:** [CRM-UK](https://www.g2.com/sellers/crm-uk)
- **Year Founded:** 1998
- **HQ Location:** Banbury, GB
- **Twitter:** @crmsoftwareuk  
78 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3431211e560f164dbb38deedb4bd6f6f5e0264bddf355c90c815447368923bc8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F743611&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 40% Medium, 40% Small

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

**["Best CRM Software"](https://www.g2.com/survey_responses/thecrm-review-8412594)**

**Rating:** 5.0/5.0 stars

_— Shilpa M._

[Read full review](https://www.g2.com/survey_responses/thecrm-review-8412594)

**["CRM is a best tools for our business, its easy to find the clients and services."](https://www.g2.com/survey_responses/thecrm-review-8574813)**

**Rating:** 5.0/5.0 stars

_— Airen D._

[Read full review](https://www.g2.com/survey_responses/thecrm-review-8574813)

### [Solid Performers CRM](https://www.g2.com/products/solid-performers-crm/reviews)

Solid Performers CRM is a comprehensive cloud-based customer relationship management solution designed to streamline sales, marketing, and customer service processes for small and medium-sized businesses. By automating lead management, sales tracking, and client interactions, it enhances productivity and fosters business growth. The platform's user-friendly interface and customizable features ensure seamless integration with existing systems, making it adaptable to various industry needs. Key Features and Functionality: - Lead Management: Automates lead addition, allocation, and nurturing, ensuring timely follow-ups and efficient conversion. - Sales Automation: Manages sales pipelines, tracks deals, and forecasts growth, providing a clear overview of sales performance. - Contact Management: Centralizes customer information, facilitating effective communication and relationship building. - Email Integration: Consolidates email communications within the CRM, ensuring no interactions are missed. - Customizable Dashboards: Offers tailored dashboards with real-time analytics to monitor key performance indicators. - Mobile Access: Provides mobile applications for iOS and Android, enabling on-the-go access to CRM functionalities. - Workflow Automation: Automates repetitive tasks, enhancing operational efficiency and reducing manual errors. - Reporting and Analytics: Delivers comprehensive reports and analytics to assess performance and inform strategic decisions. Primary Value and Solutions Provided: Solid Performers CRM addresses common operational challenges by centralizing and automating critical business processes. It enhances lead conversion rates, improves customer engagement, and provides actionable insights through detailed analytics. By offering a scalable and customizable platform, it supports businesses in optimizing their workflows, increasing productivity, and achieving sustainable growth.

**Average Rating:** 4.8/5.0

**Total Reviews:** 53

#### How Do G2 Users Rate Solid Performers CRM?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Solid Performers CRM?

- **Seller:** [Solid Performers Pvt. Ltd](https://www.g2.com/sellers/solid-performers-pvt-ltd)
- **Year Founded:** 2015
- **HQ Location:** Bangalore, Karnataka
- **Twitter:** @SolidPerformers  
193 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53f6ba73d646230f4cfd2a58c8add10d43a16a6e423c47b2625a096473c37bd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9355185%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Real Estate, Electrical/Electronic Manufacturing
- **Company Size:** 72% Small, 25% Medium

#### What Do G2 Reviewers Say About Solid Performers CRM?

_AI-generated summary from verified user reviews_

##### Cons

- Users experience **configuration challenges** with Solid Performers CRM, leading to wasted time and frustration over unresolved issues.
- Users find the CRM **expensive** and frustrating, feeling their subscription is a waste of time and money.
- Users face a challenging **learning curve** with Solid Performers CRM, making the setup process frustrating and unclear.
- Users find Solid Performers CRM to be **time-consuming** , resulting in frustration and wasted resources throughout their subscription.

#### What Are Recent G2 Reviews of Solid Performers CRM?

**["Simple to use and setup"](https://www.g2.com/survey_responses/solid-performers-crm-review-5422618)**

**Rating:** 4.5/5.0 stars

_— Pramod A._

[Read full review](https://www.g2.com/survey_responses/solid-performers-crm-review-5422618)

**["Excellent CRM Software for Sales Management"](https://www.g2.com/survey_responses/solid-performers-crm-review-8285096)**

**Rating:** 4.5/5.0 stars

_— Anil D._

[Read full review](https://www.g2.com/survey_responses/solid-performers-crm-review-8285096)

#### What Are G2 Users Discussing About Solid Performers CRM?

- [What is Solid Performers CRM used for?](https://www.g2.com/discussions/what-is-solid-performers-crm-used-for)

### [Deskera All-in-One](https://www.g2.com/products/deskera-all-in-one/reviews)

Deskera All In One is the only business software you need to run your business. Get integrated accounting, inventory, CRM, payroll, and employee management in one package. All the benefits of an ERP, without any of the hassles. From the get-go, the dashboard is where it all comes together, giving you a real-time view of your business. You can view invoices, receivables, bank balances, and tax calculations, plus check how your sales team is performing and how much revenue they’re raking in. There’s even space to see salary liability, employee attendance, and claims/reimbursements. Deskera has it all front and center, with a winning mobile app that handles every desktop feature with ease. Features 1.Scan documents with your phone to record bills, expenses, and purchase invoices 2.Connect to over 10,000 banks for faster bank reconciliation 3.Multi-currency transactions in over 110 currencies with forex gain/loss calculations 4.Manage your finances the way you want, with job accounting, project accounting, or cost-center accounting 5.Advanced inventory management with serial, batch, bill of materials, multiple warehouses, stock transfers & adjustments, and more Built-in financial and business reports which can be sliced and diced as you need for better insights and decisions 6.Complete audit trail to keep a track of all accounting, financial and transactional activities 7.Automate marketing, lead generation, sales, and after-sales operations. 8.Run email marketing campaigns for lead generation, nurturing, or engaging your customers and prospects. 9.Configure rules to create dynamic segments from your contact lists and personalize your marketing outreach. 10.Create custom forms to capture new potential leads from multiple channels. 11.Add contacts and leads to mailing lists for nurturing or to sales pipelines for closing deals. 12.Configure custom sales pipelines and track deals across different sales stages 13.Schedule activities, calls, or meeting with your contacts regarding deals, and even sync your Microsoft 365 account 14.Setup an email helpdesk and an online help-site to provide world-class support to your customers. 15.Self-service portal for employees and managers to manage payslips, loans, leaves, appraisals, and expenses/claims 16.Employees can use their phone to scan receipts and submit claims, apply leaves and view payslips. 17.Setup multiple teams and departments for appraisals, leave approvals, and claim approvals. 18.Schedule and run payrolls with automatic tax, contributions, and benefits calculations keep different groups of employees on different pay schedules as per your needs. 19.Maintain detailed records for each employee, including personal details, payroll, time-offs, leaves, advances, and more 20.Setup custom pay components and automatically calculate wages based on specific conditions such as pre and post-tax deductions. 21.Automatic journals posted to accounting on payroll finalization.

**Average Rating:** 4.3/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Deskera All-in-One?

- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Deskera All-in-One?

- **Seller:** [Deskera](https://www.g2.com/sellers/deskera)
- **Year Founded:** 2008
- **HQ Location:** Minneapolis, Minnesota
- **Twitter:** @deskera  
5,787 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cac347e78b7ea9bb142fee4cecbe0c24c93897b4dfefb9e7f41e7433b9150ff4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdeskera%2F&secure%5Burl_type%5D=linkedin_company_website)  
109 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

#### What Do G2 Reviewers Say About Deskera All-in-One?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **speed of Deskera All-in-One** , facilitating quick access to modules and efficient inventory management.
- Users appreciate the **automation capabilities** of Deskera All-in-One, streamlining processes like stock management, bookkeeping, and payroll.
- Users appreciate the **speed and versatility** of Deskera All-in-One, enjoying fast loading times and diverse modules.
- Users praise the **excellent customer support** of Deskera, aiding in issue resolution and system customization.
- Users love the **customizability** of Deskera All-in-One, enabling them to tailor the system to their specific needs.

##### Cons

- Users struggle with **call issues** , facing delays and difficulty in reaching the support team for assistance.
- Users find the **UI difficult to navigate** , leading to challenges in adding details efficiently.
- Users report difficulty with **poor customer support** , citing long response times and unresolved issues.
- Users experience **poor support** , often struggling to get timely responses to their issues from the Deskera team.
- Users find the **support process time-consuming** , often waiting weeks for a response to simple issues.

#### What Are Recent G2 Reviews of Deskera All-in-One?

**["All for one one for all software"](https://www.g2.com/survey_responses/deskera-all-in-one-review-8908426)**

**Rating:** 5.0/5.0 stars

_— Sourabh J._

[Read full review](https://www.g2.com/survey_responses/deskera-all-in-one-review-8908426)

**["Awesome solution!!!"](https://www.g2.com/survey_responses/deskera-all-in-one-review-9787705)**

**Rating:** 5.0/5.0 stars

_— Nicholas R._

[Read full review](https://www.g2.com/survey_responses/deskera-all-in-one-review-9787705)

#### What Are G2 Users Discussing About Deskera All-in-One?

- [What is Deskera All-in-One used for?](https://www.g2.com/discussions/what-is-deskera-all-in-one-used-for) - 1 comment, 1 upvote

### [Melis Platform](https://www.g2.com/products/melis-platform/reviews)

Melis Platform is a modular development platform with ready-to-use tools such as CMS, E-commerce, CRM, Case Managment, Marketing, Newsletters, and much more. It offers the flexibility to customize each module to your specific digital needs, thanks to its extremely developer-friendly environment. Lower your developments costs with the help of the Tool creator and dashboard plugins as well as Multisite, Multilanguage and multichannel modules managed from a single live Editing interface. Melis Technology integrates a wide range of generic and fully-customizable modules, such as: - A CMS page and blog module with templates and live editing - An e-commerce module - A complete Newsletter management software - A CRM with pipeline and workflow management - A survey and form creator with built-in calculation through custom formulas - And many more… Melis Technology business-model is built on a “Freemium” Model with a free Community Edition and 3 subscription licenses, packaged and differentiated only by product and Service Level Agreement features. Melis Technology solution is used by a large number of Digital agencies and IT firms as well as our direct clients, and tailored to the needs of demanding organizations like L’Oréal, Mc Donald’s, Hyundaï, ACCOR, DEKRA and many more.

**Average Rating:** 4.8/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Melis Platform?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Melis Platform?

- **Seller:** [Melis](https://www.g2.com/sellers/melis)
- **Company Website:** www.melisplatform.com
- **Year Founded:** 2014
- **HQ Location:** Paris, FR
- **Twitter:** @melisplatform  
91 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2c311a2c377831b8bd504983477ebd8f58a92eb9ec21e119b36202d0ad4e2ad3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmelisplatform%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 79% Small, 16% Medium

#### What Do G2 Reviewers Say About Melis Platform?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **modular structure** of Melis Platform, allowing for tailored solutions and efficient project management.
- Users appreciate the **ease of use** of the Melis Platform, which simplifies management for non-technical teams.
- Users appreciate the **integrated all-in-one solutions** of Melis Platform, facilitating effective management of multiple business functions.
- Users appreciate the **integrated content management** features of Melis Platform, streamlining multiple tasks in one convenient space.
- Users appreciate the **high level of customizability** in Melis Platform, allowing tailored solutions for diverse client needs.

##### Cons

- Users face a noticeable **learning curve** with the Melis Platform, requiring time to become comfortable with its features.
- Users desire more **customization options** for blog design on the Melis Platform for enhanced creativity and flexibility.
- Users note that the **poor documentation** of the Melis Platform can hinder the learning process and usability.
- Users desire greater flexibility in customization and **app integration issues** may limit their creative control on the Melis Platform.
- Users find the **learning difficulty** on the Melis Platform overwhelming at first, impacting the initial experience.

#### What Are Recent G2 Reviews of Melis Platform?

**["It has everything I need"](https://www.g2.com/survey_responses/melis-platform-review-11026526)**

**Rating:** 5.0/5.0 stars

_— Nicole C._

[Read full review](https://www.g2.com/survey_responses/melis-platform-review-11026526)

**["All my business tools in one place"](https://www.g2.com/survey_responses/melis-platform-review-11219432)**

**Rating:** 5.0/5.0 stars

_— Wendy A._

[Read full review](https://www.g2.com/survey_responses/melis-platform-review-11219432)

### [Onpipeline](https://www.g2.com/products/onpipeline/reviews)

Manage sales from lead to revenue. Onpipeline is an adaptable sales CRM that helps teams manage the entire sales process from lead to revenue. It brings contacts, deals, activities, quotes, approvals, e-signatures, invoices and recurring revenue into one connected platform. Onpipeline combines ease of use with flexible workflows, multiple pipelines, unlimited contacts and deals, built-in automation, reporting, integrations and an API included in every plan. It gives sales teams clear visibility, reduces reliance on disconnected tools and supports lasting customer relationships from first contact to retention and growth. Users can customize their sales pipelines to reflect their unique business needs, allowing for a more personalized approach to deal management. Additionally, the platform supports seamless integration with other business tools through APIs, ensuring that users can connect their existing systems with ease. The platform also offers automation capabilities, which help reduce manual tasks and free up time for sales teams to focus on high-priority activities. Centralized communication tools facilitate collaboration among team members, while activity scheduling features enable users to manage their time effectively. The inclusion of robust reporting and analytics tools allows users to monitor performance, assess team productivity, and generate valuable sales forecasts. Onpipeline's functionality extends to lead management, enabling users to capture and manage leads from multiple sources through web forms and web services. The platform also includes features for appointment scheduling, allowing customers to book meetings and calls directly, which can save time and streamline the sales process. Furthermore, users can create and manage quotes with ease, incorporating elements such as manager approval, stock control, client e-signatures, and customizable templates to enhance the sales experience. Overall, Onpipeline stands out in the CRM category by providing a comprehensive suite of tools that cater to the specific needs of small to midsize businesses. Its focus on automation, customization, and collaboration ensures that sales teams can work more efficiently and effectively, ultimately leading to improved customer relationships and increased sales performance.

**Average Rating:** 4.6/5.0

**Total Reviews:** 9

#### How Do G2 Users Rate Onpipeline?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Onpipeline?

- **Seller:** [Onpipeline](https://www.g2.com/sellers/onpipeline)
- **Year Founded:** 2018
- **HQ Location:** Dublin, IE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ec9d3922981f0808ca1b2792d89a399589e45c5b64b862fd829975fdd9b42cf5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fonpipeline%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 44% Small, 44% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **effective tracking of customer interactions** that enhances follow-up capabilities for sales representatives.
- Users value the **lead tracking capabilities** of Onpipeline, facilitating effective follow-ups by sales representatives.
- Users appreciate the **simplicity and user-friendliness** of Onpipeline, enjoying a clean and efficient CRM experience.
- Users appreciate the **user-friendly design** of Onpipeline, finding it simple and easy to navigate compared to other CRMs.

##### Cons

- Users find the **absence of easy quote-to-invoice conversion** and mobile app to be major drawbacks of Onpipeline.
- Users find the **interface not user-friendly** , lacking quick ways to convert quotes into invoices and mobile access.

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

**["Simple to learn, but not too basic"](https://www.g2.com/survey_responses/onpipeline-review-13177086)**

**Rating:** 4.5/5.0 stars

_— Vladimir P._

[Read full review](https://www.g2.com/survey_responses/onpipeline-review-13177086)

**["From sales quote to invoice "](https://www.g2.com/survey_responses/onpipeline-review-13170221)**

**Rating:** 5.0/5.0 stars

_— Austin C._

[Read full review](https://www.g2.com/survey_responses/onpipeline-review-13170221)

### [Pega Customer Engagement Suite](https://www.g2.com/products/pega-customer-engagement-suite/reviews)

Pega's Customer Engagement Suite includes Pega Marketing to engage customers with real-time one-to-one marketing on any channel, Pega Sales Automation to intelligently guide sales professionals and streamline the sales process using AI, and Pega Customer Service to deliver end-to-end service across the entire customer journey. These applications leverage Pega’s proven AI via the Customer Decision Hub– our unified, always-on, customer brain. Pega’s Customer Engagement Suite is available with industry-specific models, processes and interfaces, and can deployed on a variety of cloud choices¬– including hybrid, or on premise.

**Average Rating:** 4.6/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Pega Customer Engagement Suite?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Pega Customer Engagement Suite?

- **Seller:** [Pegasystems](https://www.g2.com/sellers/pegasystems)
- **Year Founded:** 1983
- **HQ Location:** Cambridge, MA
- **Twitter:** @pega  
45,022 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c75409c33fbae8118b5f020eb0be2bccdc4330aee18fd61d88a946c760308820&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpegasystems&secure%5Burl_type%5D=linkedin_company_website)  
5,558 employees on LinkedIn®
- **Ownership:** NASDAQ:PEGA

#### Who Uses This Product?

- **Company Size:** 60% Small, 30% Medium

#### What Do G2 Reviewers Say About Pega Customer Engagement Suite?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **unified approach** of Pega Customer Engagement Suite, enabling personalized and consistent customer experiences.
- Users appreciate the **user-friendly interface** of Pega Customer Engagement Suite, simplifying their customer engagement processes.
- Users appreciate the **unified approach** of Pega for enhancing customer engagement and personalizing experiences effortlessly.
- Users love the **unified approach** of Pega Customer Engagement Suite, enhancing personalized and consistent experiences across channels.
- Users value the **unified approach** of Pega's AI technology, enhancing personalized and consistent customer engagement experiences.

##### Cons

- Users find the **complex setup** challenging, requiring significant training to maximize the platform's full capabilities.
- Users find the platform **highly complex** , requiring significant training and facing challenges with implementation and support.
- Users find the **complex learning curve** challenging, requiring sufficient training for effective use of the platform.
- Users find that **budget management** is challenging for organizations with limited funds, impacting accessibility and usability.
- Users experience **call issues** with Pega Customer Engagement Suite, finding them complex and challenging to resolve.

#### What Are Recent G2 Reviews of Pega Customer Engagement Suite?

**["Great for Monitoring Client Balances and Account Cases"](https://www.g2.com/survey_responses/pega-customer-engagement-suite-review-12975163)**

**Rating:** 5.0/5.0 stars

_— Verified User in Banking_

[Read full review](https://www.g2.com/survey_responses/pega-customer-engagement-suite-review-12975163)

**["Powerful AI-driven customer engagement platform with strong automation"](https://www.g2.com/survey_responses/pega-customer-engagement-suite-review-11753350)**

**Rating:** 5.0/5.0 stars

_— Cristian C._

[Read full review](https://www.g2.com/survey_responses/pega-customer-engagement-suite-review-11753350)

### [SolarVis](https://www.g2.com/products/solarvis/reviews)

SolarVis is an all-in-one B2B SaaS platform for solar energy companies to streamline sales, design, and management across projects, teams, and stakeholders. With solar lead generation, 3D roof modeling, regulation-compliant feasibility reports including battery, heat pump, and EV charger options, material pricing, and CRM tools, solarVis enables teams to create, share, and track solar proposals in minutes.

**Average Rating:** 4.8/5.0

**Total Reviews:** 9

#### How Do G2 Users Rate SolarVis?

- **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 SolarVis?

- **Seller:** [SolarVis](https://www.g2.com/sellers/solarvis)
- **Year Founded:** 2019
- **HQ Location:** Ankara, TR
- **Twitter:** @solarvisco  
23 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=961326da9c29b5a10cef67bbf167edaa1c73c59cebabe729283306c306312023&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsolarvisco%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Renewables & Environment
- **Company Size:** 78% Small, 22% Medium

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

**["It helps us recommend the right system, not just prepare an offer"](https://www.g2.com/survey_responses/solarvis-review-13029102)**

**Rating:** 5.0/5.0 stars

_— Utku A._

[Read full review](https://www.g2.com/survey_responses/solarvis-review-13029102)

**["Smarter project management with solarVis"](https://www.g2.com/survey_responses/solarvis-review-12953271)**

**Rating:** 5.0/5.0 stars

_— Hazar Y._

[Read full review](https://www.g2.com/survey_responses/solarvis-review-12953271)

### [Tall Emu CRM](https://www.g2.com/products/tall-emu-tall-emu-crm/reviews)

Tall Emu CRM is a comprehensive customer relationship management (CRM) software system designed to streamline business operations and enhance customer interactions. Tall Emu CRM offers a wide range of features and benefits tailored to meet the needs of businesses across various industries. Contact Management: Tall Emu CRM allows businesses to effectively manage their contacts, including customers, leads, and vendors, in one centralised platform. Users can easily access contact information, communication history, and interactions. Sales Automation: The CRM offers robust sales automation tools, such as lead management, opportunity tracking, and sales forecasting. This helps sales teams prioritise leads, track sales pipelines, and identify opportunities for growth. Marketing Automation: Tall Emu CRM enables businesses to automate marketing campaigns, including email marketing, social media integration, and lead nurturing. Users can create personalised marketing strategies to engage customers and drive conversions. Customer Service: With built-in customer service features, businesses can efficiently manage customer inquiries, support tickets, and service requests. The CRM provides a unified platform for resolving issues and delivering exceptional customer support. Benefits: Improved Efficiency: Tall Emu CRM streamlines business processes, automates repetitive tasks, and eliminates manual data entry, resulting in improved efficiency and productivity. Seamless integrations with MYOB and Xero accounting software means no double entry and reduced chance of errors. Enhanced Customer Relationships: By centralizing customer data and interactions, businesses can deliver personalised experiences, build stronger relationships, and increase customer satisfaction. Increased Sales Revenue: The CRM's sales automation capabilities help sales teams prioritize leads, close deals faster, and maximize revenue opportunities, leading to increased sales performance. Effective Marketing Campaigns: Tall Emu CRM empowers businesses to create targeted marketing campaigns, track campaign performance, and measure ROI, resulting in more effective marketing strategies and higher conversion rates.

**Average Rating:** 4.6/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Tall Emu CRM?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Tall Emu CRM?

- **Seller:** [Tall Emu](https://www.g2.com/sellers/tall-emu)
- **Year Founded:** 2002
- **HQ Location:** Sydenham, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2c6461c60e6839fad66e3769402562f5f212078dc6c538a2250572c6b9c1feef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftall-emu%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Small, 20% Large

#### What Do G2 Reviewers Say About Tall Emu CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **responsive customer support** of Tall Emu CRM, appreciating instant solutions for their problems.
- Users find Tall Emu CRM's **ease of use** exceptional, especially for uploading client data effortlessly.
- Users appreciate the **effective customer management** in Tall Emu CRM, enhancing follow-ups and insights for better sales performance.
- Users appreciate the **ease of learning** with Tall Emu CRM, finding the simplistic UI allows quick navigation.
- Users appreciate the **easy access** of Tall Emu CRM, finding its simplistic UI user-friendly and intuitive.

##### Cons

- Users find the **limited customization options** of Tall Emu CRM restrictive, hindering the automation possibilities found in other CRMs.
- Users find **difficult customization** limits Tall Emu CRM's flexibility, hindering the creation of essential automations.
- Users are disappointed by the **limited customization options** and lack of automation features in Tall Emu CRM.
- Users highlight **integration issues** with MYOB and Xero, hindering the efficiency of automated invoicing workflows.
- Users find the **limited automation** options in Tall Emu CRM restrictive compared to other CRMs, impacting functionality.

#### What Are Recent G2 Reviews of Tall Emu CRM?

**["Tall Emu: Easy to Use, Great Support, and Perfect for Client Payment Tracking CRM(in short great CRM"](https://www.g2.com/survey_responses/tall-emu-crm-review-11817165)**

**Rating:** 5.0/5.0 stars

_— Peter G._

[Read full review](https://www.g2.com/survey_responses/tall-emu-crm-review-11817165)

**["Centralized Sales Management, Needs UI Modernization"](https://www.g2.com/survey_responses/tall-emu-crm-review-13037491)**

**Rating:** 4.0/5.0 stars

_— Luis Josué D._

[Read full review](https://www.g2.com/survey_responses/tall-emu-crm-review-13037491)

### [VisionFlow](https://www.g2.com/products/visionflow/reviews)

VisionFlow is a powerful unified platform for your whole organisation (or just a team): Helpdesk & Customer Support, IT Service Management (ITSM), Application Lifecycle Management, Project Management, Product Development, CRM and more. It is modular and responsive to your needs and gives you the setup you require.

**Average Rating:** 4.4/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate VisionFlow?

- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind VisionFlow?

- **Seller:** [Visionera AB](https://www.g2.com/sellers/visionera-ab)
- **Year Founded:** 2001
- **HQ Location:** Stockholm, Stockholm
- **Twitter:** @visioneraAB  
74 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2cca09fdae6e94a1c6c3e964a85d7534855ac5e96ba718a64d9739abd08e8e31&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F648509%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 45% Small, 27% Large

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

**[""measure the life of your applications, manage your projects and configure it to your needs""](https://www.g2.com/survey_responses/visionflow-review-3976976)**

**Rating:** 4.5/5.0 stars

_— Michael C._

[Read full review](https://www.g2.com/survey_responses/visionflow-review-3976976)

**["the best platform for your work table"](https://www.g2.com/survey_responses/visionflow-review-3930063)**

**Rating:** 4.5/5.0 stars

_— Lowin G._

[Read full review](https://www.g2.com/survey_responses/visionflow-review-3930063)

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

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

- [‹ Prev‹ Prev](/fr/categories/crm?coupon_code=customerreferral10&order=g2_score&page=16&partner_key=alexandrschennikov8492&utm_c2525252520ontent2525252520ontent=%5Bobject%2BObject%5D&utm_keyword=pandadoc&utm_medium%E2%80%A6=undefined&utm_s=%5Bobject%2BObject%5Dpage%2F5%2F#product-list)
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- [18](/fr/categories/crm?coupon_code=customerreferral10&order=g2_score&page=18&partner_key=alexandrschennikov8492&utm_c2525252520ontent2525252520ontent=%5Bobject%2BObject%5D&utm_keyword=pandadoc&utm_medium%E2%80%A6=undefined&utm_s=%5Bobject%2BObject%5Dpage%2F5%2F#product-list)
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- [20](/fr/categories/crm?coupon_code=customerreferral10&order=g2_score&page=20&partner_key=alexandrschennikov8492&utm_c2525252520ontent2525252520ontent=%5Bobject%2BObject%5D&utm_keyword=pandadoc&utm_medium%E2%80%A6=undefined&utm_s=%5Bobject%2BObject%5Dpage%2F5%2F#product-list)
- [21](/fr/categories/crm?coupon_code=customerreferral10&order=g2_score&page=21&partner_key=alexandrschennikov8492&utm_c2525252520ontent2525252520ontent=%5Bobject%2BObject%5D&utm_keyword=pandadoc&utm_medium%E2%80%A6=undefined&utm_s=%5Bobject%2BObject%5Dpage%2F5%2F#product-list)
- …
- [72](/fr/categories/crm?coupon_code=customerreferral10&order=g2_score&page=72&partner_key=alexandrschennikov8492&utm_c2525252520ontent2525252520ontent=%5Bobject%2BObject%5D&utm_keyword=pandadoc&utm_medium%E2%80%A6=undefined&utm_s=%5Bobject%2BObject%5Dpage%2F5%2F#product-list)
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- [Next ›Next ›](/fr/categories/crm?coupon_code=customerreferral10&order=g2_score&page=18&partner_key=alexandrschennikov8492&utm_c2525252520ontent2525252520ontent=%5Bobject%2BObject%5D&utm_keyword=pandadoc&utm_medium%E2%80%A6=undefined&utm_s=%5Bobject%2BObject%5Dpage%2F5%2F#product-list)

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- [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm)

- [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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