# Best CRM Software - Page 26 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* 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 ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,024 ### Category Stats (May 2026) - **Average Rating**: 4.39/5 - **New Reviews This Quarter**: 1,438 - **Buyer Segments**: Small-Business 55% │ Mid-Market 33% │ Enterprise 12% - **Top Trending Product**: Superleap (+0.286) *Last updated: May 18, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,400+ Authentic Reviews - 1,024+ 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. ## Top CRM Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,606 reviews) | AI-automated pipeline-to-close CRM workflows | "[“Agentforce Sales Simplified Our Workflow and Improved Team Efficiency”](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12851569)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,199 reviews) | Pipeline visibility with automated sales sequencing | "[All-in-One, Intuitive Sales Platform with Powerful Automation and Integrations](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12801170)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (2,997 reviews) | Visual sales pipeline with deal-stage automation | "[Practical CRM for Managing Communication and Workflow Activities](https://www.g2.com/survey_responses/pipedrive-review-12829512)" | | 4 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,822 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)" | | 5 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,021 reviews) | High-velocity outbound sales with built-in dialer | "[Efficient CRM with Easy Setup and Strong Follow-Up Tools](https://www.g2.com/survey_responses/close-review-11140783)" | | 6 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,149 reviews) | Behavior-triggered CRM with automation workflows | "[Clear UI and Best-in-Class Automations Make CRM Management Effortless](https://www.g2.com/survey_responses/activecampaign-review-12689317)" | | 7 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (812 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Streamlined Lead Management, Perfect for Small Teams](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12865039)" | | 8 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,152 reviews) | Visual pipeline tracking with no-code automation | "[Essential Task Scheduler with Room for Feature Growth](https://www.g2.com/survey_responses/monday-crm-review-12737591)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (623 reviews) | Omnichannel CRM with white-label automation workflows | "[Outstanding C ***** 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email](https://www.g2.com/survey_responses/highlevel-review-12853292)" | | 10 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (886 reviews) | SAP-native lead-to-cash pipeline visibility | "[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)" | ## Which CRM Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [CRMOne](https://www.g2.com/products/crmone/reviews) - **Easiest to Use:** [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) - **Top Trending:** [HighLevel](https://www.g2.com/products/highlevel/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ## Which Type of CRM Software Tools Are You Looking For? - [CRM Software](https://www.g2.com/categories/crm) *(current)* - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- **Sponsored** ### Kintone Kintone is a no-code business application platform designed to empower non-technical users to create robust applications, workflows, and databases tailored to their teams and organizations. By utilizing a user-friendly interface that emphasizes clicks over coding, Kintone enables individuals to develop applications that streamline business processes, enhance collaboration on projects and tasks, and facilitate the reporting of complex data with ease. This platform is particularly beneficial for business users who require immediate solutions without the need for extensive programming knowledge. Kintone offers a wide array of pre-built applications that cater to various use cases, including customer relationship management (CRM), project management, inventory management, and more. These templates allow users to hit the ground running and adapt the applications to their specific needs, significantly reducing the time and effort required to implement new systems. Kintone's target audience includes small to medium-sized businesses, project managers, team leaders, and any professional looking to optimize their workflow without relying on IT departments or external developers. The no-code approach democratizes app development, allowing users from diverse backgrounds to participate in creating solutions that address their unique challenges. This inclusivity fosters a culture of innovation within organizations, as team members can contribute ideas and improvements based on their firsthand experiences. Key features of Kintone include customizable dashboards, automated workflows, and real-time collaboration tools. Users can design dashboards that provide insights into their projects and data at a glance, while automated workflows help eliminate repetitive tasks, ensuring that team members can focus on higher-value activities. The platform also supports real-time collaboration, enabling teams to work together seamlessly, share updates, and track progress on projects without the need for constant meetings or email exchanges. Kintone stands out in the no-code platform category by offering a flexible and scalable solution that grows with organizations. Its ability to integrate with other tools and services further enhances its functionality, allowing users to create a comprehensive ecosystem that meets their evolving business needs. By providing a powerful yet accessible platform for app development, Kintone empowers users to take control of their workflows and drive efficiency within their teams. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&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=16406&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%3Fpackage%3Dstarter&secure%5Btoken%5D=e1e83aee78b529eaf45e35570d854bd34cbe4fca7c6a0664f2e23935588fea8a&secure%5Burl%5D=https%3A%2F%2Fwww.kintone.com%2Fhow-to-get-started-with-kintone2%2F%3Futm_campaign%3DG2%2520Ads%26utm_source%3DG2%26utm_medium%3Dcpc%26utm_term%3DGet%2520started%2520CTA&secure%5Burl_type%5D=custom_url) --- ## Buyer Guide: Key Questions for Choosing CRM Software Software ### What does CRM software do? I think of CRM software as the customer record system that keeps sales, account, and follow-up activity organized in one place. It stores contacts, companies, deals, notes, tasks, emails, calls, and pipeline updates so teams can see where each relationship stands. From what I see across G2 reviewer accounts, CRM platforms are used to track leads, manage deals, assign next steps, automate reminders, and report on customer or revenue activity. When customer information sits across inboxes, spreadsheets, call notes, and individual memory, a CRM gives the business one shared view of the relationship. ### Why do businesses use CRM software? When I reviewed G2 sentiment in this category, the recurring pressure point was sales visibility. Teams needed to know which leads to contact, which deals were active, what happened last, and what needed to happen next. From the patterns I evaluated, several outcomes show up consistently: - Reviewers describe lead and contact tracking as the base reason they rely on CRM software. - Many value pipeline views because they show deal stage, owner, expected value, and progress. - Users mention automations, reminders, and task assignment as ways to keep follow-up from slipping. - Several point to dashboards and reports as useful for tracking sales activity, team progress, and quarterly goals. However, reviewers also mention setup effort, data quality issues, sync gaps, add-on costs, slow screens, and complex customization as areas to review closely. ### Who uses CRM software primarily? After analyzing G2 reviewer profiles, I found that CRM software serves teams that manage customer relationships, sales activity, and account records. - **Sales representatives:** Track leads, calls, emails, deal stages, and next steps. - **Sales managers:** Review pipeline health, team activity, forecasts, and closed deals. - **Marketing teams:** Manage campaign contacts, lead sources, segments, and handoff to sales. - **Customer success teams:** Track customer health, renewals, satisfaction, and account history. - **Business owners and founders:** Keep contacts, deals, tasks, and customer communication organized without a large operations team. - **RevOps and CRM admins:** Configure fields, workflows, dashboards, permissions, and integrations. - **Support and service teams:** Use customer history to understand past issues and open conversations. ### What types of CRM software should I consider? When I examined how reviewers describe the products they use, CRM platforms generally cluster into a few groups: - **Sales pipeline CRMs:** Built for lead tracking, deal stages, activities, forecasting, and rep follow-up. - **All-in-one customer platforms:** Combine CRM with marketing email, forms, service tools, automations, and reporting. - **Small business CRMs:** Focus on simple contact management, reminders, lightweight automation, and quick setup. - **Customer success CRMs:** Track account health, renewals, onboarding, customer KPIs, and engagement signals. - **Enterprise CRM platforms:** Support custom objects, complex workflows, permissions, integrations, and larger admin teams. ### What are the core features to look for in CRM software? When I examined G2 reviewer sentiment, the CRM capabilities buyers prioritize most include: - Contact and account records that keep customer details, history, and activity timelines easy to update and retrieve. - Pipeline management with clear deal stages, ownership, and close dates that teams can act on. - Follow-up automation through tasks, reminders, sequences, and workflow rules that keep deals moving. - Reporting and forecasting that surfaces pipeline health, activity trends, and revenue visibility. - Integrations across email, calendar, phone, marketing, and support with reliable sync and duplicate controls. ### What trends are shaping CRM software right now? From my review of G2 user sentiment and recent market signals, the following trends are reshaping this category: - **AI agents moving into sales workflows:** CRM systems are adding agents for prospect research, lead follow-up, email drafting, and deal support. - **Data hygiene as a CRM priority:** Teams are cleaning duplicates, correcting errors, and standardizing fields so AI and reporting can work with better customer context. - **CRM expanding into a broader customer platform:** Sales, marketing, service, and customer data are being pulled closer together to reduce stack sprawl. - **Buyer confidence shaping sales process design:** CRM workflows are being built around clearer value proof, better follow-up, and more informed buying groups. - **Pipeline work getting more signal-led:** AI, buyer activity, and customer data are being used to guide which accounts need attention next. ### How should I choose CRM software? My analysis of G2 data suggests choosing CRM software around the customer workflow that needs the most structure. Sales-led teams should prioritize lead routing, pipeline views, follow-up tasks, forecasting, and email or calendar sync. Companies with marketing and service needs should look closely at automation, segmentation, customer history, and cross-team records. I also advise weighing setup effort, admin control, reporting depth, data cleanup, integration quality, and pricing tiers because those details often shape whether teams keep the CRM current after rollout. --- ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [Leadforce CRM](https://www.g2.com/products/leadforce-crm/reviews) **Average Rating:** 2.5/5.0 **Total Reviews:** 1 **Product Description:** Leadforce CRM is trusted by almost 500 businesses and 1000+ users in five countries. Companies in the digital era are undergoing significant digital transformations and thriving in order to stay ahead of the market curve. We, at Leadforce CRM, provide you with a lot of features for competitive changes, an agile IT foundation, steady growth, and great customer support without any cost cutting in the business. Lead Force CRM is a lead management software that can help you grow your business by automating workflow, auto-assigning leads, email integrations, Dynamic report &dashboard, customer support, and other features. It assists you in improving your business processes and overall productivity. Our main features include Workflow Automation Lead Management Sales Performance Target suite Dynamic Reports. etc Amazed & excited to know our product. Reach us at www.leadforce.in or book a demo now. ### 2. [LeadLegend CRM](https://www.g2.com/products/leadlegend-crm/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** LeadLegend is a CRM software that helps businesses manage leads, track customer contacts, automate sales processes, and more. The platform offers tools for sales pipeline management, marketing automation, website building, appointment scheduling, and analytics/reporting. Key features include SMS marketing campaigns, online booking, and integration with third-party apps. ### What Do G2 Reviewers Say About LeadLegend CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find LeadLegend CRM's **ease of use** valuable, benefiting from its user-friendly layout for managing leads effectively. - Users appreciate the **user-friendly task management** of LeadLegend CRM, making it easy to track leads and follow-ups. - Users find LeadLegend CRM to be **user-friendly** , appreciating its simple layout for effective lead management. **Cons:** - Users experience **slow loading** times with LeadLegend CRM, especially when handling large amounts of data. #### What Are Recent G2 Reviews of LeadLegend CRM? **"[A No-Fuss Tool for Lead Management](https://www.g2.com/survey_responses/leadlegend-crm-review-11062760)"** **Rating:** 5.0/5.0 stars *— Bhagyasri R.* [Read full review](https://www.g2.com/survey_responses/leadlegend-crm-review-11062760) --- ### 3. [LeadSmart Channel Cloud](https://www.g2.com/products/leadsmart-channel-cloud/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** LeadSmart Channel Cloud™ is a “purpose-built” CRM, Business Intelligence, and Channel Collaboration system built into a single platform. Manufacturers, Distributors/Dealers, Brokers, Mfg Reps and other distribution professionals deserve a better CRM and Business Intelligence solution than traditional off-the-shelf software that doesn’t fit distribution needs. ### What Do G2 Reviewers Say About LeadSmart Channel Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users value **seamless channel collaboration** with LeadSmart Channel Cloud, enhancing teamwork and communication across platforms. - Users value the **seamless integration** of LeadSmart Channel Cloud, enhancing collaboration and efficiency in their CRM processes. **Cons:** - Users feel the **limited customization options** restrict their ability to adapt LeadSmart Channel Cloud to specific requirements. #### What Are Recent G2 Reviews of LeadSmart Channel Cloud? **"[LeadSmart Channel Cloud: A Purpose-Built CRM Revolutionizing Channel Collaboration for Distributors](https://www.g2.com/survey_responses/leadsmart-channel-cloud-review-10401685)"** **Rating:** 5.0/5.0 stars *— Varsha V.* [Read full review](https://www.g2.com/survey_responses/leadsmart-channel-cloud-review-10401685) --- ### 4. [Leadtrekker Lead Management](https://www.g2.com/products/leadtrekker-lead-management/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **Product Description:** With Leadtrekker, you can trust that you will find yourself in good company with various businesses and agencies who are now converted Leadtrekker fans. #### What Are Recent G2 Reviews of Leadtrekker Lead Management? **"[Its great but can improve](https://www.g2.com/survey_responses/leadtrekker-lead-management-review-8392743)"** **Rating:** 4.0/5.0 stars *— Daniel A.* [Read full review](https://www.g2.com/survey_responses/leadtrekker-lead-management-review-8392743) --- ### 5. [Legrand Cloud CRM](https://www.g2.com/products/legrand-cloud-crm/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **Product Description:** Legrand Cloud CRM is a powerful, easy-to-use and cost effective CRM solution #### What Are Recent G2 Reviews of Legrand Cloud CRM? **"[Integration with outlook is made easier with Legrand CRM](https://www.g2.com/survey_responses/legrand-cloud-crm-review-4993012)"** **Rating:** 4.0/5.0 stars *— Raam K.* [Read full review](https://www.g2.com/survey_responses/legrand-cloud-crm-review-4993012) --- ### 6. [Lemon Tech](https://www.g2.com/products/lemon-tech/reviews) **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **Product Description:** We are a team of FinTech professionals that are passionate about innovative fintech technology. We founded our tech company in May 2020 out of a need and a problem we all faced daily with our activities. ### 7. [LionO360](https://www.g2.com/products/liono360-2019-02-27/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** LionO365 CRM's end-to-end platform uses industry best practices to convert more leads to accounts making your sales team more effective than ever before. #### What Are Recent G2 Reviews of LionO360? **"[Intuitive functionalities very ease to use](https://www.g2.com/survey_responses/liono360-review-746465)"** **Rating:** 5.0/5.0 stars *— Subit L.* [Read full review](https://www.g2.com/survey_responses/liono360-review-746465) --- ### 8. [lucro crm](https://www.g2.com/products/lucro-crm/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** lucro CRM is THE solution to every Small Business Owner’s IT challenges. Offering all the benefits of an off-the-shelf CRM system but with added flexibility to be bespoked to mirror your exact business needs. Our cloud based system is so simple to use with NO in-house IT skills needed to setup, manage or train as we do it all for you. #### What Are Recent G2 Reviews of lucro crm? **"[My experience](https://www.g2.com/survey_responses/lucro-crm-review-10084097)"** **Rating:** 5.0/5.0 stars *— Kishan R.* [Read full review](https://www.g2.com/survey_responses/lucro-crm-review-10084097) --- ### 9. [LunaCRM](https://www.g2.com/products/lunacrm/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** The LunaSoft™ Platform saves businesses time and money by allowing them to manage their website tools in one place. No hassle moving data from one platform to the next when you can manage your website, contacts, email, social media, shopping cart and so much more - from one simple login. #### What Are Recent G2 Reviews of LunaCRM? **"[Luna](https://www.g2.com/survey_responses/lunacrm-review-5423742)"** **Rating:** 5.0/5.0 stars *— Akhilesh A.* [Read full review](https://www.g2.com/survey_responses/lunacrm-review-5423742) --- #### What Are G2 Users Discussing About LunaCRM? - [What is LunaCRM used for?](https://www.g2.com/discussions/what-is-lunacrm-used-for) ### 10. [ManageMore](https://www.g2.com/products/managemore/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** Software with accounting, inventory, CRM, POS, ecommerce, contact manager, time and attendance, payroll, document management and more. #### What Are Recent G2 Reviews of ManageMore? **"[Helpful ](https://www.g2.com/survey_responses/managemore-review-1855442)"** **Rating:** 5.0/5.0 stars *— Abril A.* [Read full review](https://www.g2.com/survey_responses/managemore-review-1855442) --- #### What Are G2 Users Discussing About ManageMore? - [What is ManageMore used for?](https://www.g2.com/discussions/what-is-managemore-used-for) ### 11. [MAssist](https://www.g2.com/products/massist/reviews) **Average Rating:** 3.0/5.0 **Total Reviews:** 1 **Product Description:** MAssist CRM is a unified platform offering Sales Force Automation, DMS, Promoter App, Mobile POS, and Business Analytics to streamline sales, distribution, and field operations. Tailored for FMCG, Pharma, Retail, and Manufacturing industries, it empowers businesses to manage teams, enhance productivity, and drive data-backed decisions - all through a single, mobile-ready solution. ### 12. [Maxcustomer](https://www.g2.com/products/maxcustomer/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** MaxCustomer is an easy-to-use customer relationship management (CRM) system designed to provide businesses the ability to analyze and increase their sales by effective management of revenue opportunities, customer relationship, and sales growth. #### What Are Recent G2 Reviews of Maxcustomer? **"[Maxcustomer the best customer management tool](https://www.g2.com/survey_responses/maxcustomer-review-3253428)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/maxcustomer-review-3253428) --- #### What Are G2 Users Discussing About Maxcustomer? - [What is Maxcustomer used for?](https://www.g2.com/discussions/what-is-maxcustomer-used-for) ### 13. [MeraCRM](https://www.g2.com/products/meracrm/reviews) **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **Product Description:** MeraCRM is an affordable online CRM software, specially designed to help businesses to manage customer data and customer interaction, automate sales, marketing and customer support. Leaders in powerful cloud computing services for Customer Relationship Management and access business information for better customer satisfaction. #### What Are G2 Users Discussing About MeraCRM? - [What is MeraCRM used for?](https://www.g2.com/discussions/what-is-meracrm-used-for) ### 14. [Metalshub](https://www.g2.com/products/metalshub/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 2 **Product Description:** Metalshub provides vertical SaaS and data solutions for the metals, mining & recycling industry. The company's purpose is to drive positive change in the industry by making efficient, digital workflows possible at all levels, by providing transparency for sustainable metals production and by publishing the world's only transaction-based price indices. For this, Metalshub provides industry-leading software for managing the procurement and sales of raw materials under its brand "Metalshub" and price data & intelligence under its brand "Metis" (www.metis-index.com). The company helps customers digitalise all steps from mine to market to mill in the fields of iron & steel, copper, aluminium, battery metals, scrap and industrial minerals. ### What Do G2 Reviewers Say About Metalshub? *AI-generated summary from verified user reviews* **Pros:** - Users find Metalshub to be a **time-saving and user-friendly** platform that enhances their network experience. - Users appreciate the **intuitive design** of Metalshub, making it a user-friendly experience that saves time. - Users appreciate the **time efficiency** of Metalshub, finding it user-friendly and beneficial for networking. - Users appreciate the **time-saving benefits** of Metalshub, finding it user-friendly and effective for networking. - Users appreciate the **user-friendly interface** of Metalshub, making it a valuable tool for efficiency. #### What Are Recent G2 Reviews of Metalshub? **"[Time-Saving and User-Friendly with a Wide Network](https://www.g2.com/survey_responses/metalshub-review-12089125)"** **Rating:** 4.5/5.0 stars *— MadhuSudhan L.* [Read full review](https://www.g2.com/survey_responses/metalshub-review-12089125) --- ### 15. [Metis CRM](https://www.g2.com/products/metis-crm/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** Metis CRM is designed aquire new clients, maximise cross selling opportunities and build lasting client satisfaction. #### What Are Recent G2 Reviews of Metis CRM? **"[negotiating with Metis CRM](https://www.g2.com/survey_responses/metis-crm-review-3844199)"** **Rating:** 5.0/5.0 stars *— Karen s.* [Read full review](https://www.g2.com/survey_responses/metis-crm-review-3844199) --- #### What Are G2 Users Discussing About Metis CRM? - [What is Metis CRM used for?](https://www.g2.com/discussions/metis-crm-what-is-metis-crm-used-for) - [What is Metis CRM used for?](https://www.g2.com/discussions/what-is-metis-crm-used-for) ### 16. [MiFusion CRM](https://www.g2.com/products/mifusion-crm/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **Product Description:** Powerful and easy to use Boost sales and increase the productivity of your team Sales Pipelines - View your leads and deals in our intuitive pipeline view - Drag & drop your leads between status - See total leads & value by status - Setup your own sales workflow - Manage expiry times for each status, and get notified when they expire Quotes - Multiple customisable quote templates/stationary - Multiple pricelists & discount management - Calculate costs & profitability when quoting - Multi currency - Customers can view & accept quotes online including T&C’s - Revise and update quotes with a history of all versions - Sales and KPI reporting Customer Service - Full history of customer interaction - Last contacted date - Log recurring calls & set reminders - Send emails with templates - Meetings & Shared Calendars - Task Management - Store customer documents - Build custom forms Mobile App - Geo, travel & time tracking - Customers, leads & prospects - Voice to text functionality - Create & view quotes - Find clients near your location - Daily calendar for tasks & calls - Integrated company chat #### What Are Recent G2 Reviews of MiFusion CRM? **"[MiFusion CRM REVIEW](https://www.g2.com/survey_responses/mifusion-crm-review-8927749)"** **Rating:** 4.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/mifusion-crm-review-8927749) --- ### 17. [Moovago](https://www.g2.com/products/moovago/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Product Description:** Vous êtes commercial et souhaitez gagner du temps au quotidien ? Alors vous êtes au bon endroit ! 📌 Les rendez-vous qui s’enchaînent, les gros fichiers Excel (souvent imbuvables), la gestion des demandes de vos clients, les tournées commerciales longues et pas forcément optimisées… Tout cela fait partie de votre quotidien… Enfin, jusqu’à aujourd’hui 😉 Moovago, c'est le logiciel CRM français qui va transformer votre quotidien en vous assistant intelligemment au quotidien. Pourquoi ? Parce notre outil est pensé par un commercial, pour les commerciaux, et grâce aux retours de commerciaux ! Moovago est pensé pour vous, que vous soyez : 🟢 Un agent commercial 🟢 Un commercial salarié 🟢 Un directeur / responsable commerciale 🟢 Une secrétaire / Assistante commerciale 🟢 Un membre d’une agence commerciale 🟢 Ou une marque travaillant avec une force de vente externe VOS PROBLÈMES, NOS SOLUTIONS : ✅ Vous avez beaucoup de clients à gérer ? ✅ Compliqué de travailler avec plusieurs marques sans se mélanger les pinceaux ? ✅ Vous perdez du temps lors de vos tournées ? ✅ Vous en avez marre d’Excel ? ✅ Vous avez trop d’outils et l’impression de ne pas avancer ? Alors il est temps de prendre un nouveau départ ! Découvrez toutes les fonctionnalités : ➡️ www.moovago.com/fonctionnalites Testez Moovago gratuitement pendant 15 jours sur notre site (sans engagement, sans carte bleue !) : ➡️ www.moovago.com/essai-gratuit #### What Are Recent G2 Reviews of Moovago? **"[Simple mobile app for CRM](https://www.g2.com/survey_responses/moovago-review-8651994)"** **Rating:** 4.5/5.0 stars *— Alka J.* [Read full review](https://www.g2.com/survey_responses/moovago-review-8651994) --- ### 18. [Moove Gestão](https://www.g2.com/products/moove-gestao/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** All-in-one business management platform for CRM, projects, workflows, and strategic planning. #### What Are Recent G2 Reviews of Moove Gestão? **"[Great tool!](https://www.g2.com/survey_responses/moove-gestao-review-12288636)"** **Rating:** 5.0/5.0 stars *— Rosilane M.* [Read full review](https://www.g2.com/survey_responses/moove-gestao-review-12288636) --- ### 19. [Moskit](https://www.g2.com/products/moskit/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **Product Description:** A CRM too for sales teams. #### What Are Recent G2 Reviews of Moskit? **"[My Experience with Moskit CRM](https://www.g2.com/survey_responses/moskit-review-1661565)"** **Rating:** 4.0/5.0 stars *— Verified User in E-Learning* [Read full review](https://www.g2.com/survey_responses/moskit-review-1661565) --- **"[Simple and easy to use!](https://www.g2.com/survey_responses/moskit-review-1580994)"** **Rating:** 4.5/5.0 stars *— Ivan C.* [Read full review](https://www.g2.com/survey_responses/moskit-review-1580994) --- #### What Are G2 Users Discussing About Moskit? - [What is Moskit used for?](https://www.g2.com/discussions/what-is-moskit-used-for) ### 20. [MyClients CRM](https://www.g2.com/products/myclients-crm/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** MyClients CRM is a comprehensive, all-in-one platform designed to empower small businesses, coaches and solo entrepreneaurs. It offers a range of powerful features, including lead management, client relationship nurturing, marketing automation, analytics, and AI-powered tools. With MyClients CRM, users can streamline their business operations, attract more clients, and enhance overall efficiency. The platform's intuitive interface, customizable workflows, and seamless integrations make it a valuable tool for optimizing business growth and success. ### What Do G2 Reviewers Say About MyClients CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficient customer management** capabilities of MyClients CRM for handling interactions effectively. #### What Are Recent G2 Reviews of MyClients CRM? **"[Great Service MyClients CRM](https://www.g2.com/survey_responses/myclients-crm-review-10265174)"** **Rating:** 5.0/5.0 stars *— Varun S.* [Read full review](https://www.g2.com/survey_responses/myclients-crm-review-10265174) --- ### 21. [myFiO CRM](https://www.g2.com/products/myfio-crm/reviews) **Average Rating:** 3.0/5.0 **Total Reviews:** 1 **Product Description:** myFiO CRM is a software that streamlines your customer relationship management process and is a business solution which makes it possible for you to understand, influence, and get connected with your customers. #### What Are G2 Users Discussing About myFiO CRM? - [What is myFiO CRM used for?](https://www.g2.com/discussions/what-is-myfio-crm-used-for) ### 22. [myworkspace.com](https://www.g2.com/products/myworkspace-com/reviews) **Average Rating:** 3.0/5.0 **Total Reviews:** 1 **Product Description:** An integrated CRM, task management, inventory, and accounting system for your business. ### 23. [Nafhaa](https://www.g2.com/products/nafhaa/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Product Description:** CRM, BILLING, ERP Desktop and Cloud based Services #### What Are Recent G2 Reviews of Nafhaa? **"[A good CRM solutions at an affordable price.](https://www.g2.com/survey_responses/nafhaa-review-9091560)"** **Rating:** 4.5/5.0 stars *— Priyojeet K.* [Read full review](https://www.g2.com/survey_responses/nafhaa-review-9091560) --- ### 24. [Ninjodo](https://www.g2.com/products/ninjodo/reviews) **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **Product Description:** Ninjodo is a new cloud based small business operation software system offering everything a small business needs, all in one easy to use platform. #### What Are G2 Users Discussing About Ninjodo? - [What is Ninjodo used for?](https://www.g2.com/discussions/ninjodo-what-is-ninjodo-used-for) - [What is Ninjodo used for?](https://www.g2.com/discussions/what-is-ninjodo-used-for) ### 25. [OfficeCentral](https://www.g2.com/products/officecentral/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** Authentic Venture Sdn Bhd is the leading cloud-based solution developer in Malaysia. We make it our focus to provide you with the best solutions to help you grow your business. Your success is our success. #### What Are Recent G2 Reviews of OfficeCentral? **"["Best Partner for Business Success"](https://www.g2.com/survey_responses/officecentral-review-8576977)"** **Rating:** 5.0/5.0 stars *— Dharshan G.* [Read full review](https://www.g2.com/survey_responses/officecentral-review-8576977) --- ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)