# Best CRM Software - Page 18

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,088

### Category Stats (Aug 2026)

- **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 121,900+ Authentic Reviews
- 1,088+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for CRM Software
 ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=576&focus%5B%5D=1934&focus%5B%5D=3296&focus%5B%5D=128650)

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, ActiveCampaign, Close, and Bigin by Zoho CRM.

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=activecampaign&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm)

**Sponsored**

### Opine AI Presales Platform

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-04T03%3A05%3A19Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1439600&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%3Fp%3D1530%26page%3D18&secure%5Btoken%5D=7eaeab1eb35b380406d36691eae2457b7a638178f9b869ed6c78ba5693992e2f&secure%5Burl%5D=https%3A%2F%2Ftryopine.com%2Fschedule&secure%5Burl_type%5D=book_demo)

### [Appward](https://www.g2.com/products/appward/reviews)

Software companies don’t understand your business. From one group you get a rigid solution that requires expensive and time-consuming implementation. From the other you get a hodgepodge of disconnected applications. We feel your pain. Appward delivers a smart set of over 80 apps in a blazing-fast private workspace that helps you manage and improve every function in your organization, including project management, CRM, employee management, operations, quality, manufacturing and supply chain.

**Average Rating:** 4.5/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Appward?

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

#### Who Is the Company Behind Appward?

- **Seller:** [Appward](https://www.g2.com/sellers/appward)
- **Year Founded:** 2021
- **HQ Location:** Santa Clarita, US
- **Twitter:** @AppwardSocial  
2 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eb3e9e85fbb9b2c5b80d8acc514a31eca91490c9f945dda7c66d5f1e3cfedfc0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fappwardsocial%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 58% Medium, 37% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Appward, providing clear reporting and quick access to necessary features.
- Users value the **efficiency** of Appward, enhancing productivity and simplifying task management for real growth.
- Users value the **focus on real growth and monetization** of Appward, enhancing user engagement and campaign effectiveness.
- Users value the **intuitive user experience** of Appward, enabling quick and efficient access to essential features.
- Users value Appward for its ability to drive **real business growth** and effective monetization strategies.

##### Cons

- Users find Appward has a **steep learning curve** that may hinder effective use for complex campaigns.
- Users find a **steep learning curve** with Appward due to unclear guidance and lack of detailed documentation.
- Users find Appward's **limited customization** restricts their ability to execute complex marketing campaigns effectively.
- Users find **limited features** in Appward, especially regarding customization and advanced targeting for larger campaigns.
- Users find Appward has **missing features** like limited customization and inadequate guidance for complex campaigns.

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

**["Appward Spotlight: Best in User Feedback"](https://www.g2.com/survey_responses/appward-review-11069189)**

**Rating:** 5.0/5.0 stars

_— Fajar S._

[Read full review](https://www.g2.com/survey_responses/appward-review-11069189)

**["Performance-Driven Rewards with Straightforward Setup and Clear Reporting"](https://www.g2.com/survey_responses/appward-review-12247169)**

**Rating:** 5.0/5.0 stars

_— Tiwari S._

[Read full review](https://www.g2.com/survey_responses/appward-review-12247169)

### [Clevero](https://www.g2.com/products/clevero/reviews)

Clevero is a low-code, all-in-one business management platform that is perfect for businesses with 5+ staff up to 500. Clevero helps businesses set the foundation for their business operations allowing them to scale their business and processes. Clevero centralises sales, delivery and financials. It combines CRM, project management, bookings, e-signatures, invoicing and accounting integrations (Xero + MYOB) into a single system so teams can automate workflows, reduce tool chaos, and run their business with consistency and control.

**Average Rating:** 4.7/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Clevero?

- **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 Clevero?

- **Seller:** [Clevero](https://www.g2.com/sellers/clevero)
- **Company Website:** clevero.co
- **Year Founded:** 2021
- **HQ Location:** Melbourne, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=812766129780a83fe25860920e9e252e1f4297ef55fd7b8cacf834314f14149c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FCleveroHQ&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 38% Medium, 38% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Clevero **very easy to use** , requiring minimal training and providing seamless access to information and customizable features.
- Users value the **automation** features of Clevero, enhancing efficiency and streamlining patient communication with ease.
- Users value the **exceptional customer support** of Clevero, noting quick responses and helpful assistance throughout their experience.
- Users value the **automation features** of Clevero, enhancing efficiency through seamless integration and customized processes.
- Users highlight the **easy customization** of Clevero, allowing effortless adjustments without IT assistance and enhancing overall efficiency.

##### Cons

- Users find **difficult reporting** in Clevero limits their ability to analyze overall business performance effectively.
- Users feel the price of Clevero is **expensive** , though they acknowledge cheaper alternatives come with significant drawbacks.
- Users find the **expertise required** for configuration can complicate the setup process of Clevero.
- Users find **cross table reporting features insufficient** and seek more robust options for better data management.
- Users find the **incomplete information** in Clevero hinder reporting, limiting their ability to assess overall business performance.

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

**["Streamlined CRM for Biotech B2B Collaboration"](https://www.g2.com/survey_responses/clevero-review-12959360)**

**Rating:** 4.0/5.0 stars

_— Verified User in Biotechnology_

[Read full review](https://www.g2.com/survey_responses/clevero-review-12959360)

**["Streamlines Operations But Requires Improvement"](https://www.g2.com/survey_responses/clevero-review-12711904)**

**Rating:** 4.0/5.0 stars

_— Alisha J._

[Read full review](https://www.g2.com/survey_responses/clevero-review-12711904)

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

Commerce is being revolutionized throughout Latin America. Increasingly, SMBs are restructuring themselves to rely on online conversational platforms (like WhatsApp) as their primary channel for acquiring and servicing their clients. Leadsales is building the platform that will be the dominant operating system for this entire new industry - and will help businesses manage all of their interactions with consumers ranging from conversational sales, CRM, to order fulfillment, even to payments.

**Average Rating:** 4.5/5.0

**Total Reviews:** 8

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

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

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

- **Seller:** [Leadsales](https://www.g2.com/sellers/leadsales-372b6a5b-08da-437c-9f73-af134681c3b4)
- **Year Founded:** 2020
- **HQ Location:** Querétaro, MX
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9532954e8523f5a2c33bb2584706904d27aba07dc0b38cd4382b89be1c6b4689&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleadsalesapp&secure%5Burl_type%5D=linkedin_company_website)  
82 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 38% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **consolidated communication channels** in Leadsales CRM, enhancing lead tracking and sales growth.
- Users value the **user-friendly interface** of Leadsales CRM, making team training quick and efficient.
- Users find Leadsales CRM to be a **very easy-to-use platform** , saving time on training new team members.
- Users appreciate the **easy access** to various customer categories, enhancing their management and organization efforts.
- Users appreciate the **intuitive design** of Leadsales CRM, making it easy to onboard new team members efficiently.

##### Cons

- Users find the **slow loading** of Leadsales CRM frustrating compared to faster and more efficient alternatives.
- Users find Leadsales CRM to have **slow performance** compared to other faster and more efficient CRM options.

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

**["Simple, Stable Integration for WhatsApp, Facebook, and Instagram"](https://www.g2.com/survey_responses/leadsales-crm-review-12906842)**

**Rating:** 4.0/5.0 stars

_— Verified User in Internet_

[Read full review](https://www.g2.com/survey_responses/leadsales-crm-review-12906842)

**["Leadsales was a gamechanger for my business."](https://www.g2.com/survey_responses/leadsales-crm-review-11238602)**

**Rating:** 5.0/5.0 stars

_— Daniela C._

[Read full review](https://www.g2.com/survey_responses/leadsales-crm-review-11238602)

### [Noloco](https://www.g2.com/products/noloco/reviews)

Noloco is the customizable operating system for businesses that want fewer tools, better visibility and happier clients. Agencies, firms, and legal teams use Noloco to run operations, standardize processes, and customize workflows: all in one place. Instead of juggling CRM, project management, client portals, billing, and team tools, everything stays connected with shared data, real-time visibility, and powerful integrations like HubSpot, Airtable or Make. Founded in 2021 and backed by Y Combinator & Frontline Ventures and some other incredible investors, Noloco has prioritized innovation from day one to build a powerful yet flexible system trusted by 1,000+ businesses and teams worldwide. Here are some product highlights: 🖥️ One connected system to run your business Connect your data and tools, and Noloco automatically builds one system for you that replace fragmented tools or spreadsheets with a single source of truth. Bring clients, projects, team work and finances in one place to understand the true state of your business. 🎨 Ready by default, flexible by design Start with a ready-to-use operating system without being locked into rigid structures. Customize pages, actions, views and automations without code so your team works efficiently while you gain full visibility. 🔐 Granular visibility and access control Share the right data with the right people at the right time. Control access for teammates, clients and partners using roles, collection filters, visibility settings & data permissions. ⚡ Powerful workflows with built-in guardrails Automate emails, trigger webhooks or sync tools using Zapier to eliminate repetitive work. Add action buttons to your record pages and collection views to create records, update fields or trigger on-demand workflows with the click of a button. 🤝 Client collaboration built in Give clients a branded portal to request work, approve delivery and track progress. Everything stays secure and organised, without per-user pricing getting in the way. ⏩ Built to grow with you Add new services, workflows, and client experiences without migrating systems or breaking existing processes. Noloco evolves as you grow. If your business is growing and your tools aren't keeping up, this operating system is built for you. Noloco is ideal for agencies and firms looking to securely share data across internal teams and with external customers or partners without exposing the underlying database. Teams use Noloco to connect all their tools in one system that gives them the visibility they need as they grow, whilst delivering a professional client experience.

**Average Rating:** 4.8/5.0

**Total Reviews:** 36

#### How Do G2 Users Rate Noloco?

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

#### Who Is the Company Behind Noloco?

- **Seller:** [Noloco](https://www.g2.com/sellers/noloco)
- **Year Founded:** 2021
- **HQ Location:** Dublin, IE
- **Twitter:** @NolocoHQ  
1,303 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f7e950558724bb39f18928ed6377d42bc6335a5125edb7d2829856db36f8b3c8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F69067411&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 86% Small, 8% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Noloco's **ease of use** outstanding, enabling quick progress and seamless app creation for all skill levels.
- Users commend Noloco for its **outstanding customer support** , highlighting quick responses and knowledgeable assistance for effective problem-solving.
- Users commend Noloco for its **easy setup** , enabling quick progress and a smooth onboarding experience for first-time users.
- Users value the **flexibility** of Noloco, enabling the creation of diverse custom apps with ease and adaptability.
- Users praise NoLoCo for its **user-friendly no-code platform** , enabling effortless app creation without any coding skills required.

##### Cons

- Users desire more **customization features** in Noloco, particularly for visual design and audit logging.
- Users find **limited customization** options frustrating, wishing for more flexibility in design and functionality.
- Users find Noloco's **expensive pricing structure** detrimental, especially for larger teams and extensive database needs.
- Users express frustration over the **insufficient tutorials** in Noloco, limiting their ability to create complex applications.
- Users report a **steep learning curve** with Noloco, highlighting the need for better tutorials and initial challenges.

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

**["Unbelievably Fast AI Setup—A Complete Platform in Minutes!"](https://www.g2.com/survey_responses/noloco-review-12102926)**

**Rating:** 5.0/5.0 stars

_— Blake L._

[Read full review](https://www.g2.com/survey_responses/noloco-review-12102926)

**["A Game-Changer for Modeling Business Processes with Role-Based Access"](https://www.g2.com/survey_responses/noloco-review-12841312)**

**Rating:** 5.0/5.0 stars

_— Robb D._

[Read full review](https://www.g2.com/survey_responses/noloco-review-12841312)

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

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

### [Adviai Sales CRM](https://www.g2.com/products/adviai-sales-crm/reviews)

Adviai is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, and customer service.

**Average Rating:** 5.0/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate Adviai Sales CRM?

- **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:** 10.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Adviai Sales CRM?

- **Seller:** [Adviai](https://www.g2.com/sellers/adviai)
- **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=2e21c51a3d976aa4036b242b77716f67ec719ecfb5accc631380a3f1c6335eb9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadviai%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 71% Small, 29% Medium

#### What Are Recent G2 Reviews of Adviai Sales CRM?

**["Easy to use financial advisor CRM software"](https://www.g2.com/survey_responses/adviai-sales-crm-review-10044486)**

**Rating:** 5.0/5.0 stars

_— Jake B._

[Read full review](https://www.g2.com/survey_responses/adviai-sales-crm-review-10044486)

**["Adviai changed my operation forever."](https://www.g2.com/survey_responses/adviai-sales-crm-review-10320187)**

**Rating:** 5.0/5.0 stars

_— Jason P._

[Read full review](https://www.g2.com/survey_responses/adviai-sales-crm-review-10320187)

### [Corefactors](https://www.g2.com/products/corefactors-crm/reviews)

Corefactors is a RevOps-enabling end-to-end CRM platform. The platform aims to cater to the growing need for a unified platform to manage customer relations and customer-facing teams. With the proliferation of customer touchpoints, intensifying competition, and ever-heightening customer expectations, Corefactors CRM enables the RevOps ecosystem and reduces revenue leakages by aligning them and creating a 360⁰ view of customer and business.

**Average Rating:** 4.5/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Corefactors?

- **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:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Corefactors?

- **Seller:** [Corefactors](https://www.g2.com/sellers/corefactors-b6ef3a5a-865f-4141-afc3-d53b853d2c94)
- **Year Founded:** 2013
- **HQ Location:** Bengaluru, IN
- **Twitter:** @AICorefactors  
45 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=da6122844574bdbe5cc38835f0176b4015be714b513844da5a0791c849357c7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadnaksmarketingsolutionsprivatelimited&secure%5Burl_type%5D=linkedin_company_website)  
59 employees on LinkedIn®
- **Phone:** +91 80673 35577

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Corefactors, highlighting its intuitive setup and seamless user interface.
- Users commend the **responsive customer support** of Corefactors, enhancing communication workflows and real-time performance tracking.
- Users highlight the **powerful automation** features of Corefactors, enhancing efficiency in sales, marketing, and support.
- Users appreciate the **automation features** of Corefactors for streamlining workflows and reducing manual effort significantly.
- Users value the **easy integrations** of Corefactors, enhancing communication workflows and overall efficiency in operations.

##### Cons

- Users experience **dashboard issues** like lagging performance, limited customization, and inadequate support during peak times.
- Users find **limited customization** options in Corefactors, restricting their ability to tailor features effectively.
- Users find the **limited analytics** and customization options frustrating for deeper insights and functionality.
- Users experience **poor customer support** , noting slow response times and challenges during peak hours affecting overall satisfaction.
- Users experience **slow loading times** with Corefactors, which can hinder the overall user experience and efficiency.

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

**["Exceptional service and quality products"](https://www.g2.com/survey_responses/corefactors-review-11726723)**

**Rating:** 4.5/5.0 stars

_— Mohan B._

[Read full review](https://www.g2.com/survey_responses/corefactors-review-11726723)

**["A Reliable All-in-One CRM with Great Support"](https://www.g2.com/survey_responses/corefactors-review-11661197)**

**Rating:** 4.0/5.0 stars

_— Vinoob G._

[Read full review](https://www.g2.com/survey_responses/corefactors-review-11661197)

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

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

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

Cruzata CRM is an intuitive & easy to use platform which automates sales and marketing for small & mid-sized businesses, freelancers and sales professionals to organize & manage potential leads, contacts, clients, organizations, vendors, with modern and simple interface.

**Average Rating:** 3.9/5.0

**Total Reviews:** 7

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

- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

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

- **Seller:** [CruzataSoft Technologies Pvt Ltd](https://www.g2.com/sellers/cruzatasoft-technologies-pvt-ltd)
- **Year Founded:** 2011
- **HQ Location:** Indore, IN
- **Twitter:** @CruzataSoft  
39 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2c1417295ff9aefab385625b3922676d264cfcb4bcbbeb3ecde27e104b17e1fa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcruzatasoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Medium, 29% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Cruzata CRM, highlighting its intuitive interface and user-friendly design.
- Users value the **user-friendly interface** of Cruzata CRM, enhancing their overall experience and productivity.

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

**["Excellent CRM program that I highly recommend."](https://www.g2.com/survey_responses/cruzata-crm-review-8856878)**

**Rating:** 4.0/5.0 stars

_— Terry E._

[Read full review](https://www.g2.com/survey_responses/cruzata-crm-review-8856878)

**["It is a very great product to use as my organisation is currently using this product"](https://www.g2.com/survey_responses/cruzata-crm-review-10388616)**

**Rating:** 4.5/5.0 stars

_— Rishi Paresh S._

[Read full review](https://www.g2.com/survey_responses/cruzata-crm-review-10388616)

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

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

### [FieldCamp](https://www.g2.com/products/fieldcamp/reviews)

Most field service businesses still run on a patchwork of phone calls, spreadsheets, and manual coordination. A job comes in → someone assigns it → confirms it → follows up → invoices it. At every step, a human has to run the process. FieldCamp was built to automate that entire operational layer. Unlike traditional field service management software that forces businesses into rigid workflows, FieldCamp works differently. You tell the platform how your business operates and the system adapts to your workflow, not the other way around. That flexibility comes from a two-layer architecture: • Core Layer → clients, jobs, visits, invoices, payments • Custom Layer → custom objects, workflows, fields, and operational logic tailored to your business No developers. No workarounds. No rigid templates. Across that foundation, FieldCamp runs four products that automate field operations from first contact to final payment. AI Dispatcher An optimization-based dispatch engine that evaluates: \* Technician skills \* Location \* Availability \* Workload \* Multi-day routing efficiency Jobs are assigned automatically with intelligent scheduling logic — eliminating manual dispatch coordination. AI Agents Autonomous AI agents that automate: \* Appointment confirmations \* Rescheduling \* Follow-ups \* Invoice triggers \* Workflow automations Configured once. Running 24/7. AI Receptionist Handles inbound calls, texts, and messages automatically. The AI receptionist can: \* Qualify leads \* Answer service inquiries \* Schedule jobs directly into the calendar No human intervention required. AI Field Service Management Software The operational core of FieldCamp. Manages the full lifecycle: \* Service requests \* Scheduling \* Dispatching \* Work orders \* Invoicing \* Payment collection Accessible from both desktop and mobile. All FieldCamp products run on the same data layer. When: \* the AI Receptionist books a job \* the AI Dispatcher schedules it \* the technician completes it …invoice generation and operational workflows trigger automatically. No duplicate entry. No disconnected systems. No manual handoffs between tools. Everything runs from one command centre. Dispatch, scheduling, client communication, invoicing, technician tracking, and AI agent activity are all visible from a single operational interface. No switching between tools. No context loss between teams. FieldCamp is designed for operations leaders managing 20–200+ field technicians across: \* HVAC \* Plumbing \* Electrical \* Cleaning \* Pest Control \* Landscaping \* Insulation \* Specialty Field Services If your business sends technicians to job sites and still relies on manual coordination, FieldCamp replaces that operational bottleneck with AI-driven automation. Key Features Automation & Dispatch AI Dispatcher Automated technician-job matching based on: \* skills \* location \* workload \* route efficiency \* multi-day optimization Capacity-Based Dispatching Tracks operational constraints beyond simple availability: \* vehicle capacity \* equipment load \* service-specific limits Hierarchical Skill Matching Jobs only assign when the required technician skill tier matches exactly. Multi-Day Route Chaining Optimizes technician schedules across multiple days, not just single appointments. AI Products AI Agents 24/7 operational workflow automation for: \* scheduling \* reminders \* follow-ups \* custom business logic AI Receptionist AI-powered inbound communication handling with direct-to-calendar booking. Operations & Scheduling Recurring & Multi-Day Scheduling Supports: \* recurring service contracts \* multi-day projects \* grouped invoicing \* automated visit generation Online Booking Customers can self-book services directly into the dispatch pipeline. Real-Time Team Location Live GPS visibility across all active technicians and routes. Revenue Operations Estimates & Quoting Create, send, approve, and convert estimates into jobs within one workflow. Invoicing & Payments Automated invoicing tied directly to job completion. Analytics & Reporting Track: \* revenue trends \* technician utilization \* recurring vs one-time jobs \* operational performance Platform & Infrastructure Custom Data Model Flexible architecture supporting custom workflows and service operations without code. Command Centre Single operational interface to monitor: \* dispatch activity \* AI agent status \* technician locations \* client communication \* job pipelines \* revenue operations All in real time from one dashboard. Client Pipeline Management Track the full lifecycle: lead → request → customer → active account Inventory Management Track: \* parts \* materials \* warehouse inventory \* vehicle stock \* vendor purchasing Timesheet & Labor Tracking Track technician labor hours by: \* job \* visit \* project Exportable for payroll and operational analysis. Integrations Works alongside existing tools including: \* Jobber \* ServiceTrade \* Housecall Pro \* FieldEdge \* Google Calendar \* QuickBooks No rip-and-replace migration required.

**Average Rating:** 4.8/5.0

**Total Reviews:** 8

#### How Do G2 Users Rate FieldCamp?

- **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.:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind FieldCamp?

- **Seller:** [FieldCamp](https://www.g2.com/sellers/fieldcamp)
- **Year Founded:** 2024
- **HQ Location:** Brampton, CA
- **Twitter:** @FieldCamp\_ai  
8 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0afaa2892900acbf94c77ac6930eddbdcc300703438ef9386e27a1efa7809f59&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffieldcamp&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find FieldCamp extremely **easy to use** , featuring a clean interface and efficient scheduling tools for technicians.
- Users value the **efficient scheduling management** in FieldCamp, which streamlines technician assignments and reduces booking errors.
- Users love the **intuitive interface** of FieldCamp, making scheduling and managing jobs easy and efficient.
- Users value the **easy scheduling and organization** provided by FieldCamp, enhancing efficiency and reducing booking errors.
- Users value the **time efficiency** of FieldCamp, streamlining job scheduling and management effortlessly compared to manual processes.

##### Cons

- Users experience **slow loading** times occasionally, especially with slow internet, but issues are quickly resolved.
- Users experience **slow performance** at times, particularly with loading speeds during slow internet conditions.
- Users note **customization difficulties** , wishing for more options tailored to diverse equipment types.

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

**["FieldCamp’s Automation and AI Save Time—With a Clean UI and Top-Notch Support"](https://www.g2.com/survey_responses/fieldcamp-review-12844852)**

**Rating:** 5.0/5.0 stars

_— danny h._

[Read full review](https://www.g2.com/survey_responses/fieldcamp-review-12844852)

**["The Central Hub for Our Field Operations"](https://www.g2.com/survey_responses/fieldcamp-review-13052866)**

**Rating:** 5.0/5.0 stars

_— Ben T._

[Read full review](https://www.g2.com/survey_responses/fieldcamp-review-13052866)

### [FlowRocket](https://www.g2.com/products/flowrocket/reviews)

From tracking simple tasks to complex projects, administrative chores to client deliverables, employee time to client billings, marketing & sales to service, FlowRocket empowers you with technology to conduct your business at anytime from anywhere on the web or on mobile device! FlowRocket is an all-inclusive cloud-based service that any size business needs for Customer Relationship Management, Project Management, Document Management, Workflow Automation, real-time Data Analytics, and measured growth. Let’s track, measure & improve with FlowRocket.

**Average Rating:** 4.2/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate FlowRocket?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind FlowRocket?

- **Seller:** [FlowRocket](https://www.g2.com/sellers/flowrocket)
- **Year Founded:** 2016
- **HQ Location:** Windham, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4692dc127a953a4521df12953deaee78964c44f5fc3efdf410d9fca078dc6295&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflowrocket&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 86% Small, 14% Medium

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

**["Flow rocket is the best feature to use."](https://www.g2.com/survey_responses/flowrocket-review-10064933)**

**Rating:** 4.0/5.0 stars

_— Komal S._

[Read full review](https://www.g2.com/survey_responses/flowrocket-review-10064933)

**["Smooth Application"](https://www.g2.com/survey_responses/flowrocket-review-10172562)**

**Rating:** 4.5/5.0 stars

_— Shubham R._

[Read full review](https://www.g2.com/survey_responses/flowrocket-review-10172562)

### [Fortifi](https://www.g2.com/products/fortifi/reviews)

Fortifi is the all-in-one business software for sales, marketing, customer support and billing teams. Helping you to acquire new customers, nurture existing ones and make getting paid a breeze, Fortifi has all the tools you need to run your business, from one intelligent and user friendly platform.

**Average Rating:** 4.4/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Fortifi?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Fortifi?

- **Seller:** [Fortifi](https://www.g2.com/sellers/fortifi)
- **Year Founded:** 2014
- **HQ Location:** Fareham, Hampshire
- **Twitter:** @fortificloud  
268 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=10728df86f813e8e6415af9684cf7460a3569459c04aa61f8e5a191f58b9d551&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffortifi%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consumer Services
- **Company Size:** 47% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **all-in-one solution** of Fortifi for seamless CRM, enhancing personalized customer service and efficiency.
- Users appreciate the **centralized management of customer interactions** in Fortifi, enhancing personalized service and efficiency.
- Users appreciate the **centralized customer data** in Fortifi, enhancing personalized service and support ticket management.
- Users appreciate the **effective customer support** provided by Fortifi, enabling personalized service through centralized interactions.
- Users appreciate the **ease of use** of Fortifi, highlighted by its intuitive interface and smooth setup process.

##### Cons

- Users find the **pricing of Fortifi** to be the only downside, affecting its overall appeal and accessibility.

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

**["Streamlines Billing with Robust Compliance Features"](https://www.g2.com/survey_responses/fortifi-review-12546313)**

**Rating:** 4.0/5.0 stars

_— Riederer B._

[Read full review](https://www.g2.com/survey_responses/fortifi-review-12546313)

**["All-in-One Platform with EU Compliance, Needs Better B2B Flexibility"](https://www.g2.com/survey_responses/fortifi-review-12462704)**

**Rating:** 4.0/5.0 stars

_— Lehning S._

[Read full review](https://www.g2.com/survey_responses/fortifi-review-12462704)

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

- [Is Epicor good software?](https://www.g2.com/discussions/fortifi-is-epicor-good-software)
- [Is Epicor good software?](https://www.g2.com/discussions/is-epicor-good-software)
- [How does Epicor system work?](https://www.g2.com/discussions/how-does-epicor-system-work)
- [What are the main components of Fortify?](https://www.g2.com/discussions/what-are-the-main-components-of-fortify)
- [What is Fortify software used for?](https://www.g2.com/discussions/what-is-fortify-software-used-for)

### [FranConnect](https://www.g2.com/products/franconnect/reviews)

FranConnect: The Growth Platform for Franchise & Multi-Location Brands FranConnect is the leading management platform built exclusively for franchise and multi-location businesses. With over 20 years of experience and trusted by 1,500+ brands across 1.3 million locations, FranConnect empowers brands to grow faster, operate more efficiently, and drive consistent performance at scale. The platform provides an integrated suite of solutions spanning franchise development, onboarding, training, field operations, compliance, performance analytics, and royalty management—helping brands unlock operational excellence at every stage of growth. Whether you're opening your first location or managing thousands, FranConnect delivers the visibility, structure, and automation you need to fuel sustainable success.

**Average Rating:** 4.2/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate FranConnect?

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 4.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind FranConnect?

- **Seller:** [Franconnect](https://www.g2.com/sellers/franconnect)
- **Company Website:** franconnect.com
- **Year Founded:** 2000
- **HQ Location:** Herndon, Virginia
- **Twitter:** @FranConnect  
3,041 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=296200b4f0c3bce2e129d2fcbb12d36f1db2f2961e370e038adfe9ae29c4c07c&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffranconnect-usa&secure%5Burl_type%5D=linkedin_company_website)  
354 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospitality
- **Company Size:** 38% Small, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **effective collaboration** capabilities of FranConnect, enhancing organization and communication with Franchisees.
- Users praise the **collaborative efforts** of FranConnect, enhancing organization and communication with Franchisees effectively.
- Users appreciate the **ease of use** of FranConnect, enhancing organization and communication with Franchisees effectively.
- Users appreciate the **organization efficiency** of FranConnect, enhancing communication and supporting development for new locations.

##### Cons

- Users find the **complexity** of FranConnect challenging, particularly due to its rudimentary design and frustrating search feature.
- Users find the **learning curve steep** , with the platform feeling rudimentary and the search feature frustrating.
- Users find the **search functionality frustrating** , making it difficult to navigate the platform effectively.
- Users find the **search feature frustrating** , as it feels rudimentary and complicates their navigation experience.

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

**["Workable franchise management platform with poor UI/UX"](https://www.g2.com/survey_responses/franconnect-review-5095324)**

**Rating:** 4.0/5.0 stars

_— Derek D._

[Read full review](https://www.g2.com/survey_responses/franconnect-review-5095324)

**["Centralized Hub That Streamlines Daily Operations"](https://www.g2.com/survey_responses/franconnect-review-12460179)**

**Rating:** 5.0/5.0 stars

_— toni a._

[Read full review](https://www.g2.com/survey_responses/franconnect-review-12460179)

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

- [What is RizePoint used for?](https://www.g2.com/discussions/what-is-rizepoint-used-for)
- [How do you use Franconnect?](https://www.g2.com/discussions/how-do-you-use-franconnect)
- [What is the use of Franconnect?](https://www.g2.com/discussions/what-is-the-use-of-franconnect)
- [How much does FranConnect cost?](https://www.g2.com/discussions/how-much-does-franconnect-cost)

### [K3X](https://www.g2.com/products/k3x/reviews)

K3X is an AI-native CRM built for small teams that want their sales system to run itself. Instead of building rules in a rigid workflow editor, you describe what you want in plain language and AI agents do the work end to end: capturing leads, qualifying them, logging every interaction, and following up at exactly the right moment. Most CRMs were designed to give managers visibility, not to help reps sell. Sales teams lose hours every week to manual data entry, field updates, and admin instead of closing. K3X removes that tax. The system captures activity automatically and acts on it, so a follow-up goes out the second a new lead arrives, no task gets forgotten, and no deal slips through the cracks. K3X is purpose-built for businesses with 1 to 9 employees that need real sales infrastructure without hiring a RevOps team. The five-figure RevOps stack of consultants, integrations, and custom automations is replaced by agents you set up with a prompt. Pricing is $20 per seat per month, with no implementation fees and no lengthy onboarding. Key capabilities: - Prompt-driven AI agents that run workflows without manual building - Automatic contact and activity capture that keeps your CRM data clean - AI lead qualification and routing with no manual review - Personalized follow-up triggered automatically by lead behavior - Pipeline and deal management with AI-recommended next steps - Native email and calendar integration Traditional CRMs follow sequences. K3X pursues outcomes. Where legacy CRM software records what already happened, K3X decides what should happen next and carries it out. For founders and lean sales teams who care about response speed, follow-up consistency, and a tool that works without constant upkeep, K3X delivers enterprise-grade sales automation at a price built for small business.

**Average Rating:** 4.9/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate K3X?

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

#### Who Is the Company Behind K3X?

- **Seller:** [K3X](https://www.g2.com/sellers/k3x)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 71% Medium, 29% Small

#### What Are Recent G2 Reviews of K3X?

**["K3X Simplifies Sales Tracking for Small Teams—Everything in One Place"](https://www.g2.com/survey_responses/k3x-review-13088708)**

**Rating:** 5.0/5.0 stars

_— Yilma Z._

[Read full review](https://www.g2.com/survey_responses/k3x-review-13088708)

**["The first CRM our team actually enjoys using"](https://www.g2.com/survey_responses/k3x-review-13058620)**

**Rating:** 5.0/5.0 stars

_— Roman L._

[Read full review](https://www.g2.com/survey_responses/k3x-review-13058620)

### [Metrilo](https://www.g2.com/products/metrilo/reviews)

Metrilo helps ecommerce brands grow by making marketing and customer data actionable, and focusing on retention and higher CLTV. The tools include real-time reporting, customer database, segmentation, email marketing and automation. Integration for major ecommerce platforms is seamless. Free 14-day trial available.

**Average Rating:** 4.7/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Metrilo?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Metrilo?

- **Seller:** [Metrilo](https://www.g2.com/sellers/metrilo)
- **Year Founded:** 2014
- **HQ Location:** Sofia, Bulgaria
- **Twitter:** @GetMetrilo  
367 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f6d8f47c40be5f328253de09fcc59400130b36626bf0210d5655e7b7d83fe1a8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmetrilo%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Retail, Health, Wellness and Fitness
- **Company Size:** 92% Small, 8% Medium

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

**["It has really good insights and analysis"](https://www.g2.com/survey_responses/metrilo-review-7299404)**

**Rating:** 4.0/5.0 stars

_— Divyaraj D._

[Read full review](https://www.g2.com/survey_responses/metrilo-review-7299404)

**["A Must-Have Email Marketing Tool"](https://www.g2.com/survey_responses/metrilo-review-5138692)**

**Rating:** 5.0/5.0 stars

_— Dion R._

[Read full review](https://www.g2.com/survey_responses/metrilo-review-5138692)

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

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

### [Oliv AI](https://www.g2.com/products/oliv-ai-oliv-ai/reviews)

Oliv is an AI-native platform for B2B revenue teams to transform their GTM motion and grow revenue without adding headcount. GTM teams have trusted Oliv to displace tools like Gong, Gainsight, Clari, Salesloft, and others at a fraction of the combined cost, freeing up budget that can be redirected toward AI agents responsible for execution across revenue workflows. Oliv’s agent suite covers the entire revenue lifecycle, from business development and sales to customer success, enablement, sales engineering, expansion, and RevOps. Specialist agents own specific roles, workflows, and use cases, while super agents coordinate context, priorities, and execution across agents, teams, and systems. Oliv consolidates first-party data from your revenue stack — CRM, calls, emails, meetings, engagement tools, customer success platforms, and more — and maps it onto a GTM Context Graph. That context is processed by 100+ fine-tuned small language models trained on revenue methodologies and best practices, giving every app and agent the shared understanding it needs to act. At the app layer, Oliv offers AI-native alternatives across Conversation Intelligence, Enablement, Sales Engagement, Forecasting, and Retention. Teams can replace the tools they already use today, while avoiding the cost, complexity, and reliability gaps of trying to build revenue agents from scratch on top of generic AI models. With Forward Deployed Engineers working alongside your team, Oliv helps every app and agent go live, get adopted, and turn AI transformation from a strategy deck into a working revenue motion. Book a 7-minute chat here: https://oliv.ai/book-a-demo

**Average Rating:** 4.8/5.0

**Total Reviews:** 9

#### How Do G2 Users Rate Oliv AI?

- **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)

#### Who Is the Company Behind Oliv AI?

- **Seller:** [Oliv.ai](https://www.g2.com/sellers/oliv-ai)
- **Company Website:** oliv.ai
- **Year Founded:** 2023
- **HQ Location:** San Francisco, US
- **Twitter:** @tryolivai  
53 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9cb13f5a453f1e65279d86013ecb0b1fea67d32efa5649326bf5ddcd75ecdd52&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foliv-ai&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 44% Medium, 33% Small

#### What Are Recent G2 Reviews of Oliv AI?

**["Oliv AI Increased our Sales Team's Efficiency"](https://www.g2.com/survey_responses/oliv-ai-review-13058375)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/oliv-ai-review-13058375)

**["Oliv AI is a Game-Changer for Sales Productivity"](https://www.g2.com/survey_responses/oliv-ai-review-13058346)**

**Rating:** 5.0/5.0 stars

_— Vijay V._

[Read full review](https://www.g2.com/survey_responses/oliv-ai-review-13058346)

### [Pega Sales Automation](https://www.g2.com/products/pega-sales-automation/reviews)

AI-powered Intelligent Sales Automation for today’s changing world

**Average Rating:** 4.1/5.0

**Total Reviews:** 13

#### How Do G2 Users Rate Pega Sales Automation?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Pega Sales Automation?

- **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:** 54% Medium, 31% Large

#### What Do G2 Reviewers Say About Pega Sales Automation?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **out-of-the-box templates** in Pega Sales Automation for easy process automation tailored to their needs.
- Users value the **out-of-the-box automation templates** that allow easy customization to meet specific business needs.
- Users love the **out-of-the-box templates** that simplify automation tailored to their business requirements.
- Users value the **ease of use** of Pega Sales Automation, particularly its built-in templates for quick automation.
- Users value the **out-of-the-box templates** that simplify process automation tailored to specific business needs.

##### Cons

- Users struggle with **integration issues** when connecting Pega Sales Automation to other APIs, impacting their workflow efficiency.
- Users find the **navigation difficult** due to the outdated and unappealing user interface, affecting usability.
- Users find the **interface unappealing and outdated** , which hampers navigation and overall user-friendliness.
- Users find the **poor interface design** of Pega Sales Automation makes navigation challenging and less engaging.

#### What Are Recent G2 Reviews of Pega Sales Automation?

**["Easy to use and customize"](https://www.g2.com/survey_responses/pega-sales-automation-review-8709085)**

**Rating:** 4.5/5.0 stars

_— Max L._

[Read full review](https://www.g2.com/survey_responses/pega-sales-automation-review-8709085)

**["Great way to automate your Market"](https://www.g2.com/survey_responses/pega-sales-automation-review-8999492)**

**Rating:** 5.0/5.0 stars

_— Anudeep N._

[Read full review](https://www.g2.com/survey_responses/pega-sales-automation-review-8999492)

#### What Are G2 Users Discussing About Pega Sales Automation?

- [What is Pega Sales Automation used for?](https://www.g2.com/discussions/what-is-pega-sales-automation-used-for)

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 ![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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