# Best CRM Software - Page 6

## 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**

### Avalara

Avalara is the agentic AI platform for global tax and compliance. For more than two decades, Avalara has built one of the most expansive libraries of tax content and integrations in the industry, processing more than 54 billion transactions annually and supporting over 200,000 direct and indirect customers across more than 75 countries. The company's purpose-built AI agents automate end-to-end compliance with greater precision, from tax calculations and return filings to exemption certificate management and beyond. For more information, visit avalara.com.

[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=2026-08-04T04%3A07%3A06Z&secure%5Bdisplayable_resource_id%5D=1235&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1929&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1929&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%3D6&secure%5Btoken%5D=1be21ad755ff047d9b1e5394da11c029c344f1893d5934dcb0c292ed6ef22a5c&secure%5Burl%5D=https%3A%2F%2Fwww.avalara.com%2Fus%2Fen%2Fget-started.html%3FcampaignID%3D701Uz000013KPZYIA4%26utm_campaign%3DAMER_PROS_Paid-Search_General-Contact_02_2026_G2-Clicks%26marketing_channel%3Dpaid_search%26vendor%3Dgoogle_ads%26paid_unpaid%3Dpaid%26target_audience%3Dprospect%26keyword%3DG2%26adgroup%3DG2%26google_campaign_name%3DG2&secure%5Burl_type%5D=custom_url)

### [ELMA365](https://www.g2.com/products/elma365/reviews)

ELMA365 is a low-code BPM platform that helps businesses accelerate digital transformation and innovate faster. With ELMA365 you can deliver enterprise-grade apps and automate processes with little to no coding. ELMA365 integrated applications cover all your business needs: • Lead and Sales Management; • Content and Document Management; • Compliance Management; • HR Services; • Customer Service Management and more. The Business Process Management app allows non-technical users to effortlessly create even the most complex business processes. Drag-and-drop process designer provides simplicity for modelling and accelerates the implementation of changes. Built-in monitoring tools help find bottlenecks and improve overall company’s performance. The Lead and Sales Management app introduces a holistic approach to customer relationships management and sales. The whole process is automated and managed from the lead acquisition to closed deal, including processing of documentation and post-sale service. The Content and Document Management app facilitates document management and electronic data exchange, all powered by a BPM engine. The Compliance Management solution lets your business stay compliant with standards and regulations without wasting effort on custom enterprise application development.

**Average Rating:** 4.5/5.0

**Total Reviews:** 31

#### How Do G2 Users Rate ELMA365?

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

#### Who Is the Company Behind ELMA365?

- **Seller:** [ELMA Global a.s.](https://www.g2.com/sellers/elma-global-a-s)
- **HQ Location:** Slovakia
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a604249cd7f742651e6d4fd35a899754cda2ea1d8a3a46e5531f3128cfb6ed07&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Felma-europe-s-a-r-l-%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 83% Medium, 11% Small

#### What Are Recent G2 Reviews of ELMA365?

**["Totally adaptable"](https://www.g2.com/survey_responses/elma365-review-5374050)**

**Rating:** 4.0/5.0 stars

_— Ильдана ._

[Read full review](https://www.g2.com/survey_responses/elma365-review-5374050)

**["ELMA is adaptable, and will adapt to all your needs."](https://www.g2.com/survey_responses/elma365-review-5382865)**

**Rating:** 4.0/5.0 stars

_— Дарья ._

[Read full review](https://www.g2.com/survey_responses/elma365-review-5382865)

#### What Are G2 Users Discussing About ELMA365?

- [What is ELMA365 used for?](https://www.g2.com/discussions/what-is-elma365-used-for)

### [Ohanafy](https://www.g2.com/products/ohanafy/reviews)

Ohanafy is the AI-powered operating system for the beverage industry. Powered by Salesforce and built specifically for suppliers and wholesalers, Ohanafy combines modern usability with advanced intelligence to simplify operations, streamline decisions, and unlock growth, helping beverage companies work smarter today and lead with confidence tomorrow. Why beverage companies make the switch The industry runs on legacy systems that haven't meaningfully changed in decades, or a stack of tools stitched together that don't speak to each other. The cost shows up everywhere. Data gets re-entered by hand, reports get rebuilt from exports, inventory counts nobody fully trusts, and decisions wait on someone to pull a file. Teams end up managing their software instead of their business. One platform, one source of truth Ohanafy brings the entire operation onto a single platform and a single data model. Everything works from the same live information, so the order placed in the field, the inventory it draws down, the invoice it generates, and the dashboard it lands in are the same record. Nothing to reconcile between systems, and no overnight sync standing between you and knowing where you stand. AI built into the work, not bolted on Predictive and agentic AI forecast demand, surface the next best action, flag the accounts and inventory that need attention, and handle routine work that used to take hours every week. It isn't a separate module your team has to remember to open. The intelligence shows up inside the workflow they're already in, which is the only place it actually gets used. What changes Lower operating costs. Less inventory waste. The right products in the right accounts. A clearer read on where the next dollar of growth is coming from, and enough confidence in the numbers to act on them without a second look. Built on Salesforce, not just integrated with it Ohanafy is native to Salesforce, so it inherits enterprise grade security, reliability, and a platform your admins already know how to manage. It extends the investment you've already made rather than adding another system to maintain alongside it. A true partner, not just a vendor Our customers are experts in beverage. We're experts in technology. Implementation, training, and enablement are built around how your team actually works. We bring a team that stays alongside long after go-live, and a roadmap built with customers rather than at them. What you get isn't a vendor relationship. It's a strategic partnership with a team invested in what you're building.

**Average Rating:** 5.0/5.0

**Total Reviews:** 60

#### How Do G2 Users Rate Ohanafy?

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

#### Who Is the Company Behind Ohanafy?

- **Seller:** [Ohanafy](https://www.g2.com/sellers/ohanafy)
- **Company Website:** www.ohanafy.com
- **Year Founded:** 2022
- **HQ Location:** Wilmington, NC
- **Twitter:** @OhanafyInc  
27 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=963675abfcbd102aaf07045ebc9105fb440370be81211c8576978076d7079331&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fohanafy%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Food & Beverages
- **Company Size:** 87% Small, 12% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **exceptional customer support** of Ohanafy, noting its responsiveness and personalized assistance.
- Users commend Ohanafy for their **outstanding customer support** , noting responsiveness and understanding of client needs.
- Users value the **real-time data accuracy** of Ohanafy, ensuring access to the most current information without delays.
- Users value the **flexibility for customization** in Ohanafy, enabling tracking of crucial business data effortlessly.
- Users value the **real-time data accuracy** of Ohanafy, ensuring they always work with the most current information.

##### Cons

- Users suggest that Ohanafy needs to improve by adding **integrated accounting software** to enhance operational efficiency.
- Users note **inadequate financial management** features in Ohanafy, suggesting integration with accounting software for streamlined operations.
- Users highlight the **limited customization** options of Ohanafy, suggesting the need for integrated accounting features for better functionality.
- Users suggest that adding **accounting features** to Ohanafy would enhance its overall functionality and reduce reliance on external tools.

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

**["Ohanafy - Powerful beverage management software tool."](https://www.g2.com/survey_responses/ohanafy-review-11734100)**

**Rating:** 5.0/5.0 stars

_— Paul B._

[Read full review](https://www.g2.com/survey_responses/ohanafy-review-11734100)

**["Live, Local Support 24/7 - Real Time Data!!"](https://www.g2.com/survey_responses/ohanafy-review-11724922)**

**Rating:** 5.0/5.0 stars

_— Holly S._

[Read full review](https://www.g2.com/survey_responses/ohanafy-review-11724922)

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

Clarify is the autonomous CRM that helps founders and early-stage sellers build pipeline, close more deals, and spend less time on CRM busywork. Its AI automates pipeline creation, meeting admin, and CRM updates—so you can stop clicking and start closing more deals. 🧠 Auto-enrich every contact: Connect your email and calendar, and Clarify fills in fields like job title, company data, email, LinkedIn URL, funding history and more automatically. 🔗 Capture leads from anywhere: One click from LinkedIn adds and enriches contacts instantly. 📹 All-in-one meeting flow: Prep, record, and recap with AI summaries—all within Clarify. ⚙️ Self-updating deals: Clarify tracks buyer signals and suggests pipeline updates automatically. 🧩 Single customer view: Every email, call, and product action tied together in one place. It's free to get started.

**Average Rating:** 4.9/5.0

**Total Reviews:** 29

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

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10)

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

- **Seller:** [Clarify](https://www.g2.com/sellers/clarify-50a02348-18c9-458b-88cc-3f8bc07dbbf2)
- **Year Founded:** 2024
- **HQ Location:** Seattle, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1417adddd76e7686f6a14dc7ef39ede483f73132d14138edd356a7382e8a6ab&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetclarify&secure%5Burl_type%5D=linkedin_company_website)  
31 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 83% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Clarify CRM for its **ease of use** , with quick setups and automated features simplifying their workflows.
- Users appreciate how Clarify CRM provides a **unified platform** , enhancing collaboration and simplifying task management for the team.
- Users love the **simplicity and efficiency** of Clarify CRM, enhancing their productivity with effortless task management.
- Users love Clarify CRM's **automation features** , significantly reducing manual work and streamlining their sales processes efficiently.
- Users value Clarify CRM’s **intuitive features** like meeting recordings and AI integration for seamless deal tracking and collaboration.

##### Cons

- Users note the **missing features** in Clarify CRM, such as unsupported custom fields and limited logo management options.
- Users wish for **better integration options** in Clarify CRM, impacting the overall effectiveness of the tool.
- Users find **limited customization** options frustrating, especially for logos and reporting features in Clarify CRM.
- Users feel the **analytics and reporting features** of Clarify CRM are underdeveloped and need further enhancements.
- Users find the **reporting features inadequate** in Clarify CRM, hoping for more customizability and enhancements.

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

**["AI CRM That Runs Itself: Seamless Setup, Powerful Rep Assistant, and 10/10 Support"](https://www.g2.com/survey_responses/clarify-crm-review-12882391)**

**Rating:** 5.0/5.0 stars

_— Ben F._

[Read full review](https://www.g2.com/survey_responses/clarify-crm-review-12882391)

**["AI-Driven CRM That Simplifies Team Collaboration"](https://www.g2.com/survey_responses/clarify-crm-review-13129519)**

**Rating:** 5.0/5.0 stars

_— AJ G._

[Read full review](https://www.g2.com/survey_responses/clarify-crm-review-13129519)

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

Spotler CRM is a user-friendly Customer Relationship Management (CRM) system designed to enhance B2B sales and marketing efforts. It centralises customer and prospect data, providing a comprehensive 360-degree view that enables businesses to streamline processes and improve lead conversion rates. Key Features: Extensive Contact Management: Beyond basic contact details, Spotler CRM tracks all interactions via email, phone, and shared documents, offering a detailed timeline of customer engagements. Pipeline Management: The system allows for easy management of sales opportunities, enabling teams to prioritise, qualify, and visualise sales processes, fostering better collaboration and efficiency. Customisation: Spotler CRM is adaptable to individual business needs, allowing users to add new fields, manage user access, and customise layouts, graphs, and dashboards to align with specific sales processes. Workflow Automation: Automate routine tasks, create workflows, set up automatic follow-ups, and configure notifications to enhance productivity and ensure timely responses. Reporting and Insights: Monitor return on investment (ROI) and make data-driven decisions with comprehensive reporting tools that inform campaign strategies and sales tactics. Integration and Support: Spotler CRM integrates seamlessly with various tools, enhancing its functionality and ensuring a cohesive workflow. The platform is designed to be user-friendly, allowing for immediate and independent use. Additionally, Spotler offers professional services and support, including extensive training and technical assistance, to help users maximise the software's potential. By consolidating customer information and automating key processes, Spotler CRM enables businesses to deliver consistent customer experiences and drive more effective sales and marketing outcomes.

**Average Rating:** 4.4/5.0

**Total Reviews:** 143

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

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

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

- **Seller:** [Spotler Group](https://www.g2.com/sellers/spotler-group-a3f6b7c0-24fb-4205-9f31-02f8a1d43e29)
- **Year Founded:** 2001
- **HQ Location:** Rotterdam, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b56c0f59c6bec30134538449063af8ce8521d26f28197bced3170e60a9fc965&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fspotler-group%2F&secure%5Burl_type%5D=linkedin_company_website)  
164 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Financial Services
- **Company Size:** 87% Small, 10% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **robust marketing automation** features of Spotler CRM, enhancing efficiency in managing campaigns and leads.
- Users appreciate the **user-friendly interface** of Spotler CRM, making navigation and onboarding effortless for everyone.
- Users appreciate the **robust marketing automation and seamless integration** of Spotler CRM, enhancing efficiency and simplifying processes.
- Users value the **flexibility** of Spotler CRM, easily integrating tools and accommodating various team workflows efficiently.
- Users value the **seamless integration capabilities** of Spotler CRM, enhancing productivity by connecting essential business tools effortlessly.

##### Cons

- Users face **integration issues** with Spotler CRM, making it difficult to connect with third-party applications effectively.
- Users find the **lack of integrations** with third-party applications hampers effective data transfer and business operations.
- Users find the **interface somewhat cluttered** , which affects ease of navigation and overall user experience.
- Users experience **poor integration with third-party applications** , leading to inefficient data transfer and operational challenges.
- Users find Spotler CRM's **high complexity** in customization and advanced features makes it less intuitive than competitors.

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

**["Streamlined CRM with Powerful Email Marketing"](https://www.g2.com/survey_responses/spotler-crm-review-12770288)**

**Rating:** 4.0/5.0 stars

_— Aryan G._

[Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12770288)

**["Effortless CRM with Seamless Marketing Integration and Top-Notch Support"](https://www.g2.com/survey_responses/spotler-crm-review-12083422)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/spotler-crm-review-12083422)

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

- [What is Really Simple Systems used for?](https://www.g2.com/discussions/what-is-really-simple-systems-used-for)

### [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews)

Sugar Sell is sales automation that actually fits how B2B sales work. It helps sales teams manage pipelines, forecast revenue, and grow accounts – all from one place. Sales leaders get visibility into pipeline and performance to drive more consistent wins. Reps get clear next steps for every opportunity. With Sugar Sell, you can make sense of your data, scale what works, and sell your way.

**Average Rating:** 3.8/5.0

**Total Reviews:** 718

#### How Do G2 Users Rate Sugar Sell?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Sugar Sell?

- **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai)
- **Year Founded:** 2004
- **HQ Location:** Cupertino, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e1bd8f21728ff6dc10cd57d44fb253d9aab32e296ddc23af0d3f1996bafb6e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17345%2F&secure%5Burl_type%5D=linkedin_company_website)  
570 employees on LinkedIn®
- **Phone:** +1 (408) 454-6900

#### Who Uses This Product?

- **Who Uses This:** Sales Manager, Marketing Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 50% Medium, 35% Small

#### What Do G2 Reviewers Say About Sugar Sell?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Sugar Sell, enjoying its intuitive interface and fast setup process.
- Users value the **easy customization** of Sugar Sell, enabling tailored solutions for complex sales processes without IT support.
- Users praise the **user-friendly interface** of Sugar Sell, which enhances efficiency and simplifies the selling process.
- Users value the **feature richness** of Sugar Sell, enabling extensive customization and improved management of business processes.
- Users appreciate the **responsive customer support** from Sugar Sell, ensuring smooth communication and effective assistance throughout their experience.

##### Cons

- Users face **integration issues** with Sugar Sell, often requiring excessive API tinkering to connect third-party tools.
- Users report **frustrating bugs** with upgrades and customization, challenging troubleshooting amid limited support resources.
- Users find the **learning curve steep** , with a complex interface and challenging dashboard creation hindering new user experience.
- Users face **feature issues** with Sugar Sell, struggling with a complex interface and integration limitations.
- Users feel limited by **customization options** , desiring deeper analytics and workflow capabilities to enhance their experience.

#### What Are Recent G2 Reviews of Sugar Sell?

**["More than a CRM packed full of features and great to admin. Extremely well supported and comes with a community of awesome people!"](https://www.g2.com/survey_responses/sugar-sell-review-9147226)**

**Rating:** 5.0/5.0 stars

_— Luke R._

[Read full review](https://www.g2.com/survey_responses/sugar-sell-review-9147226)

**["An amazing CRM system"](https://www.g2.com/survey_responses/sugar-sell-review-4608771)**

**Rating:** 4.5/5.0 stars

_— David-Alexandre K._

[Read full review](https://www.g2.com/survey_responses/sugar-sell-review-4608771)

#### What Are G2 Users Discussing About Sugar Sell?

- [What is Sugar Sell (formerly SugarCRM) used for?](https://www.g2.com/discussions/what-is-sugar-sell-formerly-sugarcrm-used-for)
- [Why is sugar a CRM?](https://www.g2.com/discussions/why-is-sugar-a-crm) - 1 comment
- [How much does SugarCRM cost?](https://www.g2.com/discussions/how-much-does-sugarcrm-cost)
- [What is SugarCRM used for?](https://www.g2.com/discussions/what-is-sugarcrm-used-for)
- [What is sugar sell?](https://www.g2.com/discussions/what-is-sugar-sell) - 1 comment

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

Djaboo is an excellent, smart customer relationship manager that improves your business productivity. You can manage your projects, your clients, your freelance team, your payments, and automatically generate your contracts and invoices easily in one place. Djaboo gives you quick and easy access to the functions you need to develop your business. It includes everything you need to manage your business efficiently and peacefully. Your turn ! Essential features for your productivity Automatic reports of time sheets and income/expenses. The automatic calculation of your charges. The management of the transition to different levels of your VAT. Real-time quote management. Sales Pipelines Contracts are generated automatically from customer information. Essential features for project management Managing your simple and complex tasks with setting reminders. An integrated chat allowing you to discuss projects with your collaborators involved. Planning of tasks and activities via calendars, timelines, time trackers and Gantt charts, Kanban or lists. The management of documents, spreadsheets as well as knowledge bases in order to share them with your collaborators. Essential features for customer management Adding customers or bulk importing your existing customers. Team management by specifying their roles and access to the application and also a view of everyone's leave, attendance and activities. The shop allowing you to offer predefined service packages. Automatic invoicing that is done by our intuitive editor. Full customization of your application Possibility to choose the view: list view, table view, calendar view and much more. Add your logo, customize colors and add your desired backgrounds. Customize your digital workspace you will be able to: Choose the different features you want to use. Change colors to make tasks more identifiable. Use different statuses to categorize tasks and gain efficiency.

**Average Rating:** 5.0/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate djaboo?

- **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 djaboo?

- **Seller:** [djaboo](https://www.g2.com/sellers/djaboo)
- **HQ Location:** paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=042d33c88ad2fb11b71918a265d38b3e592d6dd94280f71a218094a1c94358ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdjaboo&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Marketing and Advertising
- **Company Size:** 60% Small, 30% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **user-friendly interface** of Djaboo, enabling quick adoption and seamless management of client interactions.
- Users find Djaboo **easy to use** , enhancing client management without the stress of complex learning curves.
- Users appreciate the **intuitive interface** of DJABOO, enabling easy organization and seamless team collaboration without extensive training.
- Users praise **Djaboo's efficient task management** , enabling easy tracking of client interactions and reducing stress in their workflow.
- Users love the **easy customization** of DJABOO, enabling efficient management of client relationships and workflows.

##### Cons

- Users desire more **integration options** with djaboo, though they don't find it critical to their experience.

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

**["Streamlined Client Management That Scales With Us"](https://www.g2.com/survey_responses/djaboo-review-11239435)**

**Rating:** 5.0/5.0 stars

_— Omar J._

[Read full review](https://www.g2.com/survey_responses/djaboo-review-11239435)

**["Keeps Our Campaigns on Track and Clients in the Loop"](https://www.g2.com/survey_responses/djaboo-review-11239339)**

**Rating:** 5.0/5.0 stars

_— Michael C._

[Read full review](https://www.g2.com/survey_responses/djaboo-review-11239339)

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

CRM.me is a cloud-based customer relationship management (CRM) platform designed to streamline marketing, sales, and project management processes. By integrating gamification elements such as points, badges, and leaderboards, CRM.me enhances user engagement and productivity, transforming routine tasks into motivating challenges. This approach fosters a competitive environment that drives team performance and accelerates business growth. Key Features and Functionality: - Marketing Automation: Facilitates the creation and management of email campaigns, autoresponders, and lead capture forms, enabling targeted outreach and efficient lead nurturing. - Sales Management: Offers tools for lead tracking, opportunity management, and customizable dashboards, providing a comprehensive view of the sales pipeline and aiding in informed decision-making. - Project Management: Includes features like task assignment, progress tracking, and collaboration tools, ensuring teams stay organized and meet project milestones effectively. - Gamification: Incorporates elements such as leaderboards, badges, and rewards to motivate users, enhance engagement, and promote a culture of achievement within teams. - Integrations: Seamlessly connects with platforms like Google, Outlook, and Exchange, allowing for efficient synchronization of emails, contacts, and meetings. - Reporting and Analytics: Provides advanced reporting tools to visualize data, analyze results, and generate insights that inform strategic decisions. Primary Value and User Solutions: CRM.me addresses common challenges in CRM adoption, such as low user engagement and complex interfaces, by offering an intuitive platform enriched with gamification. This not only makes the CRM experience more enjoyable but also encourages consistent use, leading to more accurate data and improved customer relationships. By consolidating marketing, sales, and project management functionalities into a single platform, CRM.me eliminates the need for multiple disparate tools, thereby enhancing operational efficiency and reducing costs. Its customizable features and scalable pricing plans make it suitable for businesses of various sizes, ensuring that organizations can tailor the platform to meet their specific needs and grow alongside their evolving requirements.

**Average Rating:** 4.5/5.0

**Total Reviews:** 34

#### How Do G2 Users Rate CRM.me?

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

#### Who Is the Company Behind CRM.me?

- **Seller:** [VeerOne](https://www.g2.com/sellers/veerone)
- **Year Founded:** 2020
- **HQ Location:** Kwun Tong, Hong Kong
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c8b9ce28111cda1a63d0fe25adc0a644b1c92efe138a7136c3a34f8b5f5b5d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fveerone%2F&secure%5Burl_type%5D=linkedin_company_website)  
65 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 46% Small, 29% Medium

#### What Do G2 Reviewers Say About CRM.me?

_AI-generated summary from verified user reviews_

##### Pros

- Users find CRM.me to be **easy to use** , appreciating its well-designed interface and comprehensive features.
- Users find the **intuitive interface** of CRM.me easy to learn, streamlining patient information management and onboarding.
- Users appreciate the **simplicity** of CRM.me, finding it easy and direct to use for their needs.
- Users value the **workflow automation** in CRM.me, enhancing their efficiency in managing sales and tasks.
- Users value the **workflow automation** of CRM.me, enhancing their sales processes and overall efficiency.

##### Cons

- Users find the **difficult usability** of CRM.me's mobile app frustrating, especially when accessing detailed patient charts.
- Users find the **setup process overly fiddly** and time-consuming, hindering a quick start without extensive customization.
- Users find CRM.me's **email management cumbersome** , with tedious setup and lacking essential integrations for efficiency.
- Users find **integration issues** with CRM.me frustrating, leading to tedious manual workarounds and a cumbersome setup process.
- Users find the **lack of seamless integrations** with popular tools frustrating, leading to tedious manual workarounds.

#### What Are Recent G2 Reviews of CRM.me?

**["Easy Contact Management and Interaction Tracking in One Place"](https://www.g2.com/survey_responses/crm-me-review-12625302)**

**Rating:** 4.5/5.0 stars

_— Hegel A._

[Read full review](https://www.g2.com/survey_responses/crm-me-review-12625302)

**["Excellent Tool for Scheduling Tasks and Tracking Pipelines!"](https://www.g2.com/survey_responses/crm-me-review-12715008)**

**Rating:** 5.0/5.0 stars

_— Nataly B._

[Read full review](https://www.g2.com/survey_responses/crm-me-review-12715008)

#### What Are G2 Users Discussing About CRM.me?

- [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/crm-me-what-are-the-3-main-elements-of-crm-software) - 2 comments
- [What does CRM software include?](https://www.g2.com/discussions/crm-me-what-does-crm-software-include) - 1 comment
- [What does CRM software do?](https://www.g2.com/discussions/what-does-crm-software-do) - 1 comment
- [What are the major features of CRM?](https://www.g2.com/discussions/what-are-the-major-features-of-crm)

### [Coevera](https://www.g2.com/products/coevera/reviews)

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.

**Average Rating:** 4.6/5.0

**Total Reviews:** 444

#### How Do G2 Users Rate Coevera?

- **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:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Coevera?

- **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc)
- **Company Website:** www.coevera.com
- **Year Founded:** 2007
- **HQ Location:** Los Angeles, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=80e8a1f76d96cff448580607ff9bec73ce5f391a4a73ab5b041aeb685872c49e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2067987%2F&secure%5Burl_type%5D=linkedin_company_website)  
122 employees on LinkedIn®
- **Phone:** (888) 843-6699

#### Who Uses This Product?

- **Who Uses This:** President, Director
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 71% Small, 23% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Coevera, appreciating its intuitive interface and seamless functionality for daily tasks.
- Users value the **easy tracking** of deals through the intuitive visual sales pipeline, enhancing process management significantly.
- Users praise **streamlined lead generation** with Coevera, enhancing productivity and providing clear insights on opportunities.
- Users praise the **highly visual and intuitive interface** of Coevera, facilitating quick tracking of deals and performance.
- Users appreciate the **user-friendly interface** of Coevera, enjoying its intuitive design and easy navigation for daily tasks.

##### Cons

- Users find **limited customization** options in Coevera, which hampers organization and flexibility in document management.
- Users find Coevera to be **expensive** , making it difficult for small businesses to afford the service.
- Users find the **complexity** of Coevera challenging, especially regarding deployment and managing features effectively.
- Users express frustration over **integration issues** , limiting flexibility and making usage less seamless with other tools.
- Users find the **learning curve steep** initially due to the complexity of features and limited customization options.

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

**["The real value showed up when I stopped using it like a database"](https://www.g2.com/survey_responses/coevera-review-13022665)**

**Rating:** 4.5/5.0 stars

_— Yaroslav B._

[Read full review](https://www.g2.com/survey_responses/coevera-review-13022665)

**["Handling Consultation Activities and Follow Up Tracking Feels More Structured"](https://www.g2.com/survey_responses/coevera-review-12886493)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/coevera-review-12886493)

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

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

### [Orgzit](https://www.g2.com/products/orgzit-orgzit/reviews)

Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application.

**Average Rating:** 4.8/5.0

**Total Reviews:** 43

#### How Do G2 Users Rate Orgzit?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Orgzit?

- **Seller:** [Orgzit](https://www.g2.com/sellers/orgzit)
- **Year Founded:** 2016
- **HQ Location:** San Jose, California
- **Twitter:** @Orgzit  
218 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=22a3bb6c67924ae5584eb81873c6e1628ca44e653800c7f6dbf723a1081c5775&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13200297%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Logistics and Supply Chain
- **Company Size:** 57% Medium, 32% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Orgzit, appreciating its flexibility and intuitive dashboard for daily task management.
- Users appreciate Orgzit's **flexibility and configurability** , enabling customized solutions for diverse business needs without coding.
- Users value Orgzit's **comprehensive features** , enhancing collaboration and streamlining business processes effectively.
- Users appreciate the **flexibility** of Orgzit, allowing easy customization to meet specific business needs without coding.
- Users value the **streamlined collaboration** and accessibility of Orgzit, enhancing efficiency across business processes and teams.

##### Cons

- Users note occasional **connectivity issues** with Orgzit, particularly when integrating with traditional databases like SQL.
- Users find the **user interface challenging** , indicating that design improvements could enhance overall usability.
- Users note some **display issues** with Orgzit, particularly in the user interface, suggesting room for improvement.
- Users feel there's **incomplete information** , especially regarding client report creation, affecting overall usability.
- Users note **integration issues** with conventional databases like SQL, affecting seamless connectivity and functionality.

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

**["Orgzit provided senocare with a tailor-made CRM for our healthcare services"](https://www.g2.com/survey_responses/orgzit-review-8618328)**

**Rating:** 4.5/5.0 stars

_— Shakti S._

[Read full review](https://www.g2.com/survey_responses/orgzit-review-8618328)

**["Connecting and searching files made easy for enhanced productivity"](https://www.g2.com/survey_responses/orgzit-review-8641340)**

**Rating:** 5.0/5.0 stars

_— Naveen K._

[Read full review](https://www.g2.com/survey_responses/orgzit-review-8641340)

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

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

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

Teamwork.com offers a suite of integrated business management apps that enables teams to communicate seamlessly, collaborate effortlessly, drive sales, support clients and efficiently deliver on all your projects. Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your sales process — giving you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly where to focus their time and see how each deal is progressing at every stage of the sales cycle.

**Average Rating:** 4.2/5.0

**Total Reviews:** 55

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

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

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

- **Seller:** [Teamwork](https://www.g2.com/sellers/teamwork)
- **Year Founded:** 2007
- **HQ Location:** Cork
- **Twitter:** @teamwork  
1 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d7530a7a9a1b50b103b6b37add1ac5ed68ffff24fa826c1ef51bd932ac2c2ae9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1042291%2F&secure%5Burl_type%5D=linkedin_company_website)  
549 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 53% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Teamwork CRM, enhancing productivity with its intuitive interface and clear pipeline views.
- Users appreciate the **easy setup** of Teamwork CRM, enabling quick onboarding and efficient sales process management.
- Users value the **intuitive and straightforward design** of Teamwork CRM, enhancing productivity and engagement within their sales teams.
- Users commend the **intuitive interface** of Teamwork CRM for its straightforward usability and seamless navigation.
- Users value the **efficient lead management** in Teamwork CRM, appreciating its intuitive interface and seamless team collaboration.

##### Cons

- Users express frustration over **limited customization** , wishing for more advanced features and flexible options within Teamwork CRM.
- Users feel that **missing features** in Teamwork CRM hinder efficiency, particularly in email integration and mobile functionality.
- Users face **email integration issues** with inconsistent threading and tracking, complicating communication and organization in Teamwork CRM.
- Users experience **feature issues** with email integration and mobile app limitations, hindering overall CRM efficiency.
- Users experience **integration issues** with Teamwork CRM, finding the email integration basic and lacking seamless tool connectivity.

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

**["Seamless Lead Management and Team Collaboration"](https://www.g2.com/survey_responses/teamwork-crm-review-12935853)**

**Rating:** 5.0/5.0 stars

_— Khushbu B._

[Read full review](https://www.g2.com/survey_responses/teamwork-crm-review-12935853)

**["A Reliable Workspace for Projects, Tasks, and Ongoing Activities"](https://www.g2.com/survey_responses/teamwork-crm-review-12939955)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/teamwork-crm-review-12939955)

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

- [How do you use teamwork tools?](https://www.g2.com/discussions/teamwork-crm-how-do-you-use-teamwork-tools)
- [How does teamwork app work?](https://www.g2.com/discussions/teamwork-crm-how-does-teamwork-app-work)
- [What is teamwork software used for?](https://www.g2.com/discussions/teamwork-crm-what-is-teamwork-software-used-for)
- [What are some features of CRM?](https://www.g2.com/discussions/teamwork-crm-what-are-some-features-of-crm)

### [Ontraport](https://www.g2.com/products/ontraport/reviews)

Ontraport is a CRM and marketing automation platform designed for small and mid-sized businesses that need to manage contacts, automate marketing and sales, process payments, and build web experiences from a single system. Unlike point solutions that require businesses to integrate multiple tools, Ontraport centralizes customer data, marketing automation, sales pipelines, payment processing, and website management in one shared database. This unified architecture allows teams to create connected workflows across every stage of the customer lifecycle without relying on third-party integrations or custom development. Ontraport is built for operations, marketing, and sales teams at established businesses that have outgrown entry-level tools but want an alternative to complex, high-cost enterprise platforms. Core features and capabilities: • CRM and contact management — a single shared customer record with unified contact history, segmentation, lead scoring, and visual sales pipelines • Marketing automation — multi-channel automation across email and SMS, with behavioral triggers, lead routing, and attribution reporting • Payments and ecommerce — order forms, upsells, subscriptions, declined transaction recovery, and a customer billing center • Dynamic CMS — no-code tools for building websites, landing pages, membership sites, online courses, and customer portals • Shared inbox — centralized customer communications across channels for support and sales teams • AI Assistant — runs inside automations with access to unified customer data to segment contacts, personalize messaging, and route communications automatically • Reporting and analytics — campaign performance tracking, revenue attribution, and contact-level activity history Ontraport integrates with third-party tools via API and Zapier and supports custom development through an open API. The platform is web-based and includes a mobile app for iOS and Android. Founded in 2006 and headquartered in California, Ontraport serves thousands of businesses across more than 60 countries.

**Average Rating:** 4.5/5.0

**Total Reviews:** 245

#### How Do G2 Users Rate Ontraport?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Ontraport?

- **Seller:** [Ontraport](https://www.g2.com/sellers/ontraport)
- **Company Website:** ontraport.com
- **Year Founded:** 2006
- **HQ Location:** Covina, CA
- **Twitter:** @Ontraport  
12,056 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3073a235e07fc659b8c09489d5d7ea7fcba6b6c3ea4a1393d1c073f5684e56&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2597064%2F&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Professional Training & Coaching, Marketing and Advertising
- **Company Size:** 93% Small, 4% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users rave about the **amazing customer support** at Ontraport, appreciating prompt assistance and knowledgeable agents.
- Users love the **amazing customer support** from Ontraport, highlighting quick, knowledgeable assistance for their needs.
- Users greatly appreciate the **exceptional customer support** of Ontraport, highlighting responsive and knowledgeable agents to assist them.
- Users find Ontraport **very user friendly and intuitive** , making it easy to navigate and utilize its features effectively.
- Users value the **powerful automation** and contact management features of Ontraport, streamlining their business processes effectively.

##### Cons

- Users find the **steep learning curve** challenging, requiring time and support to fully understand the system.
- Users find the **interface not intuitive** , leading to a steep learning curve that can be overwhelming for beginners.
- Users report **poor customer support** , particularly regarding refunds and a rigid policy that prioritizes rules over relationships.
- Users find Ontraport's **no refund policy** frustrating, especially concerning charges for unused and dormant accounts.
- Users find **contact management confusing** , especially with automatic billing and using triggers to group contacts effectively.

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

**["Ontraport has streamlined my business and helped me do more business online."](https://www.g2.com/survey_responses/ontraport-review-18725)**

**Rating:** 5.0/5.0 stars

_— Robyn C._

[Read full review](https://www.g2.com/survey_responses/ontraport-review-18725)

**["Ontraport Makes Building Pages and Sequences Easy for Small Businesses"](https://www.g2.com/survey_responses/ontraport-review-13105224)**

**Rating:** 4.0/5.0 stars

_— Leah H._

[Read full review](https://www.g2.com/survey_responses/ontraport-review-13105224)

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

- [Is Ontraport a CRM?](https://www.g2.com/discussions/is-ontraport-a-crm) - 2 comments
- [How much does Ontraport cost?](https://www.g2.com/discussions/how-much-does-ontraport-cost) - 2 comments
- [Who uses Ontraport?](https://www.g2.com/discussions/who-uses-ontraport) - 2 comments
- [What is Ontraport used for?](https://www.g2.com/discussions/what-is-ontraport-used-for) - 1 comment

### [Formaloo](https://www.g2.com/products/formaloo/reviews)

Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever. Formaloo is the world’s leading free form builder and no-code platform for creating powerful forms, surveys, dashboards, CRMs, and custom business apps, all without writing a single line of code. Trusted by 35,000+ businesses worldwide, Formaloo lets teams build AI-powered forms, smart surveys, quizzes, calculators, customer portals, membership sites, HR dashboards, and internal tools, all from one centralized, scalable platform.

**Average Rating:** 4.6/5.0

**Total Reviews:** 184

#### How Do G2 Users Rate Formaloo?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Formaloo?

- **Seller:** [Formaloo](https://www.g2.com/sellers/formaloo)
- **Year Founded:** 2020
- **HQ Location:** Toronto, CA
- **Twitter:** @formaloo  
670 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e720b9d8db825fafe1d77f84e76a27c5c8f8d934f18658339b7a32ef781f021c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fformaloohq%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director, Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 85% Small, 9% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Formaloo to be **extremely user-friendly** , effortlessly streamlining form creation and data collection processes.
- Users value the **high flexibility** of Formaloo, enabling quick customization and a powerful, user-friendly experience.
- Users appreciate the **design flexibility** of Formaloo, allowing for tailored forms that align with their brand identity.
- Users find Formaloo's **easy setup** and intuitive interface make it a valuable tool for everyday work.
- Users appreciate the **ease of use** and versatility of Formaloo, making complex form creation straightforward and effective.

##### Cons

- Users often feel the need for **missing features** , such as a native MCP and improved UI for complex tasks.
- Users often face **layout issues** that hinder workflow, especially with a crowded UI and limited element movement.
- Users find the **learning curve challenging** with complex logic functions and a crowded UI in Formaloo.
- Users find the **template management cumbersome** , especially with limited customization and navigation issues that hinder usability.
- Users often struggle with the **crowded dashboard and limited precision** in the logic builder, complicating their workflow.

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

**["Simple, Practical, and Organized Platform for Wellness Forms, Surveys, and Feedback Collection"](https://www.g2.com/survey_responses/formaloo-review-12854720)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/formaloo-review-12854720)

**["Formaloo: Effortless Drag-and-Drop Form Builder with Flexible Workflows"](https://www.g2.com/survey_responses/formaloo-review-13052636)**

**Rating:** 5.0/5.0 stars

_— Muzammil M._

[Read full review](https://www.g2.com/survey_responses/formaloo-review-13052636)

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

- [What is Formaloo used for?](https://www.g2.com/discussions/what-is-formaloo-used-for) - 1 comment, 2 upvotes

### [OneSuite](https://www.g2.com/products/onesuite/reviews)

OneSuite is a complete client work management platform designed specifically for service agencies and independent professionals. Instead of juggling multiple tools for projects, clients, and communication, everything you need is in one place. From onboarding new clients to offboarding them properly, the entire client journey is managed smoothly inside OneSuite. At the core, OneSuite gives you powerful project management tools that keep your team organized and clients in the loop. You can plan projects with boards or lists, assign tasks, set deadlines, and track progress without losing sight of priorities. It goes beyond task tracking by connecting your work directly with the clients it’s for. The built-in CRM is tailored for agencies that sell services, not products. Capture leads, nurture opportunities, and move deals through your pipeline until they become long-term clients. Proposals, contracts, and agreements can be created and shared directly in the platform, with e-signatures included so you close deals faster without chasing paperwork. Billing is also handled with client work in mind. You can create one-time or recurring invoices, perfect for agencies that sell monthly retainers or ongoing service packages. Clients can pay online through trusted providers like Stripe, PayPal, Razorpay, or QuickPay. Recurring invoices mean you spend less time on admin and more time delivering value. OneSuite also includes a secure client portal that carries your own branding. Clients log in to see project updates, approve deliverables, pay invoices, or sign documents. This not only saves you endless back-and-forth emails but also creates a professional experience that builds trust. Team management is built in too. Assign roles, balance workloads, and track performance so your agency operates smoothly. Everything is designed around collaboration between your team and your clients, not just internal work. The real value of OneSuite is that it replaces a messy toolkit of disconnected apps with a single system built specifically for agencies and service professionals. You save money by not paying for multiple subscriptions. You save time by keeping your projects, communication, documents, and billing all connected. And most importantly, you deliver a seamless, professional experience that keeps clients happy and coming back. With OneSuite, agencies can finally run their business end-to-end in one platform, reduce overhead, and focus on growing instead of managing chaos.

**Average Rating:** 4.8/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate OneSuite?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.5/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind OneSuite?

- **Seller:** [OneSuite](https://www.g2.com/sellers/onesuite)
- **Year Founded:** 1999
- **HQ Location:** Wilmington, US
- **Twitter:** @getOneSuite  
25 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cb872e48601bce51650d11a14de00fa583a98b08d0b537581eb54e135bf7cf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fonesuite&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 93% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **effective task management** of OneSuite, enabling seamless tracking of multiple projects in one place.
- Users love the **intuitive interface** of OneSuite, making it easy to manage multiple projects efficiently.
- Users appreciate the **efficient project management** in OneSuite, seamlessly integrating tasks, invoices, and client communication.
- Users praise the **automation features** of OneSuite, streamlining tasks and improving efficiency in project management.
- Users love the **easy setup** of OneSuite, allowing effortless onboarding with predefined stages and payment integration.

##### Cons

- Users feel that **missing features** limit OneSuite's functionality, particularly the absence of time tracking options.
- Users find the **time management features lacking** , requiring manual input for tracking, complicating usage significantly.
- Users find the absence of **time tracking functionality** in OneSuite a significant limitation, requiring manual entry instead.
- Users feel that while OneSuite is satisfactory, they should **reduce costs** for better overall value.
- Users feel that the service is great, but **the cost is too high** and could be reduced.

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

**["One Suite Makes Client Communication and Process Visibility Effortless"](https://www.g2.com/survey_responses/onesuite-review-13043702)**

**Rating:** 5.0/5.0 stars

_— Jude ._

[Read full review](https://www.g2.com/survey_responses/onesuite-review-13043702)

**["A robust alternative to the most popular project management platforms"](https://www.g2.com/survey_responses/onesuite-review-10391597)**

**Rating:** 5.0/5.0 stars

_— Luca P._

[Read full review](https://www.g2.com/survey_responses/onesuite-review-10391597)

### [AllClients](https://www.g2.com/products/allclients/reviews)

The #1 Client Management and Marketing Automation System for very small businesses.

**Average Rating:** 4.6/5.0

**Total Reviews:** 40

#### How Do G2 Users Rate AllClients?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind AllClients?

- **Seller:** [AllClients](https://www.g2.com/sellers/allclients)
- **Year Founded:** 2004
- **HQ Location:** Sparks, Nevada
- **Twitter:** @allclients  
318 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3670e87418ce8be567dabad4d358c9c1c73381ab5f28c09a1a19990e216e65cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallclients%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Insurance
- **Company Size:** 67% Small, 24% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find AllClients incredibly **easy to use** , allowing them to efficiently complete tasks and manage contacts.
- Users rave about the **stellar customer support** of AllClients, praising its responsiveness and helpfulness.
- Users value the **simplicity of AllClients** , enabling effortless customization while managing contacts and follow-ups efficiently.
- Users value the **effective email marketing** features of AllClients, enhancing client engagement with ease and convenience.
- Users highlight the **affordability** of AllClients, making it an ideal choice for small businesses seeking budget-friendly CRM solutions.

##### Cons

- Users find the **integration issues** frustrating, as more third-party app compatibility is needed for a better experience.
- Users find AllClients **limited in features** , wishing for more integrations and modernized reporting options.
- Users find the **limited integrations** of AllClients restrict their capabilities and hinder overall effectiveness.
- Users find the trial period **too short** , preferring a longer duration like 30 days offered by competitors.
- Users feel that AllClients has **feature issues** , particularly in integrations and outdated design aspects.

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

**["Ideal CRM for Keeping Leads Organized and Follow-Ups Easy"](https://www.g2.com/survey_responses/allclients-review-12706061)**

**Rating:** 4.5/5.0 stars

_— Sarah S._

[Read full review](https://www.g2.com/survey_responses/allclients-review-12706061)

**["Reliable Client Management Platform Compliant with EU Privacy Rules"](https://www.g2.com/survey_responses/allclients-review-12867429)**

**Rating:** 4.0/5.0 stars

_— Lili M._

[Read full review](https://www.g2.com/survey_responses/allclients-review-12867429)

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

- [What does Allclients do?](https://www.g2.com/discussions/what-does-allclients-do)
- [What is all client?](https://www.g2.com/discussions/what-is-all-client)
- [What is a client management software?](https://www.g2.com/discussions/what-is-a-client-management-software)
- [What does a client management system do?](https://www.g2.com/discussions/what-does-a-client-management-system-do)

### [C2CRM](https://www.g2.com/products/c2crm/reviews)

Clear C2 is a 30-year-old, privately-owned CRM software development company, based in Dallas, TX. Our CRM solution, C2CRM, is robust yet easy to use. Built for companies of all industries and sizes (10-user minimum). A customizable enterprise CRM that will drive sales, manage customer relationships, and automate marketing while streamlining internal processes. Affordable, flexible pricing, and feature-rich.

**Average Rating:** 4.6/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate C2CRM?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind C2CRM?

- **Seller:** [Clear C2, Inc.](https://www.g2.com/sellers/clear-c2-inc)
- **Year Founded:** 1993
- **HQ Location:** Coppell, TX
- **Twitter:** @C2CRM  
699 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93dc101025048330eab47536eecda89def37235e0aa21c461a4389394f394f0d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F141936%2F&secure%5Burl_type%5D=linkedin_company_website)  
31 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Telecommunications, Hospital & Health Care
- **Company Size:** 62% Medium, 27% Small

#### What Do G2 Reviewers Say About C2CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customizability** of C2CRM, which allows seamless adaptation to diverse business processes.
- Users find C2CRM's **ease of use** exceptional, simplifying data management and enhancing overall operational efficiency.
- Users commend the **easy customization** of C2CRM, tailoring the system effectively to align with their business needs.
- Users value the **responsive customer support** of C2CRM, enhancing their experience with tailored, effective assistance.
- Users value the **customization options** in C2CRM, enabling tailored solutions that enhance business processes and productivity.

##### Cons

- Users find the **learning curve steep** for C2CRM, making it difficult for beginners to use effectively.
- Users feel that C2CRM has **feature issues** due to an outdated interface and limited customization options.
- Users find C2CRM **not intuitive** , with a challenging interface that complicates usage, especially for beginners.
- Users find C2CRM to be **not user-friendly** , requiring manual work and presenting challenges for beginners.
- Users find the **customer support lacking** , noting it could be significantly improved for better assistance.

#### What Are Recent G2 Reviews of C2CRM?

**["Streamlined Recruitment with Easy Tracking"](https://www.g2.com/survey_responses/c2crm-review-12885531)**

**Rating:** 5.0/5.0 stars

_— Khushbu B._

[Read full review](https://www.g2.com/survey_responses/c2crm-review-12885531)

**["Customizable CRM with Strong Integration but Needs UI Improvements"](https://www.g2.com/survey_responses/c2crm-review-12568995)**

**Rating:** 4.5/5.0 stars

_— Lalit K._

[Read full review](https://www.g2.com/survey_responses/c2crm-review-12568995)

#### What Are G2 Users Discussing About C2CRM?

- [What is C2CRM used for?](https://www.g2.com/discussions/what-is-c2crm-used-for) - 1 comment

- [‹ Prev‹ Prev](/categories/crm?budget=1&hubs_content-cta=homepage-resources5&hubs_content=www.hubspot.jp&language=hindi&order=g2_score&page=5#product-list)
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- [Contract Management](/categories/contract-management)
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[Browse CRM Themes](/categories/crm/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated March 5, 2025

Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The [best CRM software](https://www.g2.com/articles/best-crm-software) centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships.

CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles.

[CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals.

There are many different [types of CRM software](https://learn.g2.com/types-of-crm-software) provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help.

The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication.

To qualify for inclusion in the CRM category, a product must:

- Provide a bounded set of sales-related functions
- Provide lead, contact, account, and opportunity management functions
- Capture and store sales activities and interactions performed
- Consolidate customer history and transactions into a single interface
- Track prospects and contacts throughout the sales pipeline
- Facilitate communication at all phases of the customer lifecycle
- Provide reporting features to track sales performance
- Provide workflow automation capabilities to streamline sales processes
- Integrate functions into a unifying database and platform

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