Best CRM Software - Page 10

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monday CRM

The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations

Average Rating: 4.5/5.0

Total Reviews: 1,729

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

  • Seller: monday.com
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Tel Aviv
  • Twitter: @mondaydotcom
    40,761 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10,589 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 75% Small, 22% Medium

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

Pros
  • Users find monday CRM to be very user-friendly, appreciating its simplicity and helpful features for collaborative work.
  • Users praise the efficient integrations that enhance workflow, making daily tasks smoother and easier to manage.
  • Users value the automation features of monday CRM, enhancing workflow efficiency and minimizing manual tasks.
  • Users appreciate the incredible customizability of monday CRM, enabling tailored solutions for their unique business needs.
  • Users appreciate the user-friendly features of monday CRM, enhancing lead management and overall workflow efficiency.
Cons
  • Users find the learning curve steep, particularly in connecting boards and fully integrating the system.
  • Users find the missing features in monday CRM, like limited automation and columns, significantly hinder their workflows.
  • Users notice limited features in monday CRM, feeling it lacks depth compared to more robust CRM tools.
  • Users find limited customization in monday CRM compared to more robust tools, affecting detailed reporting and complex setups.
  • Users find the integration issues problematic, as they require manual setup and can lead to frustrating lags.

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,698

Category Stats (Oct 2026)

  • Average Rating: 4.41/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Vryno CRM (+15.16%) - Among all products in this category, Vryno CRM recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 127,500+ Authentic Reviews
  • 1,698+ 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

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

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=close&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign)

Cinode

Cinode is the AI-powered operating platform for consulting firms — the single system that connects skills, sales, and resource planning to supercharge growth. Founded in 2010, Cinode was built specifically for the consulting industry to solve its most fundamental questions: Who knows what? Who’s available? What can we sell? and How do we win more business — faster and smarter? From first client contact to staffing, delivery, and long-term growth, Cinode gives consultancy leaders real-time insights that drive better decisions and measurable results. With intuitive skills management, instant CV creation, advanced utilization planning, and AI-driven matching — all in one platform — teams work with clarity, speed, and confidence. A Platform Built for the Future of Consulting Cinode brings together the core building blocks of a modern consultancy: • Skills & Competence Management – Map every skill, identify gaps, and unlock the full value of your collective expertise. • Professional CV & Profiles – Create tailored, high-quality consultant profiles in seconds to win more deals. • Resource Planning & Matching – Maximize utilization with intelligent planning and precision matching. • Sales & Delivery Integration – Connect pipeline and delivery to shorten sales cycles and reduce friction. • Partners & Subcontractors – Scale delivery through collaboration with external consultants and partners. • AI-Driven Automation – Automate intake, matching, insights, and actions with AI, including MCP Server and AI chat directly on your Cinode data. A Growing Global Network Cinode is not just a platform — it’s an ecosystem. Today, Cinode connects a network of over 9,000 consulting firms, enabling collaboration, partner sourcing, and access to a broader pool of skills when demand peaks. Why Cinode Consulting firms use Cinode to: • respond to client requests in minutes instead of days, • improve utilization and profitability, • engage consultants with better matching and transparency, and • scale their business with data-driven confidence. Headquartered in Stockholm, Cinode is trusted by consulting firms across Europe and beyond — helping tens of thousands of consultants match the right skills to the right assignments, every day.

Average Rating: 4.6/5.0

Total Reviews: 162

How Do G2 Users Rate Cinode?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Cinode?

  • Seller: Cinode
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Stockholm, Sweden
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Consulting, Information Technology and Services
  • Company Size: 44% Small, 41% Medium

What Do G2 Reviewers Say About Cinode?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of Cinode, simplifying project management and streamlining CV creation effortlessly.
  • Users commend Cinode for its comprehensive features, enhancing efficiency in matching consultants with assignments and opportunities.
  • Users appreciate the efficient competence management in Cinode, enabling quick access to tailored consultant profiles and skills.
  • Users appreciate the easy management of resumes with Cinode, enjoying time-saving and convenient updates across their CVs.
  • Users praise Cinode for its efficiency in managing consultant profiles and streamlining project matching processes.
Cons
  • Users find the learning curve steep with Cinode, requiring time and effort to master its features effectively.
  • Users find learning difficulties with Cinode, noting it requires significant time to navigate and master the platform.
  • Users find managing skills in Cinode time-consuming due to difficulties with duplicates and updating resumes efficiently.
  • Users face challenges with data inaccuracy in Cinode, leading to inconsistent profiles and difficulties in skill management.
  • Users find the system's complexity overwhelming, especially when exploring various portfolio generation options.

What Are Recent G2 Reviews of Cinode?

What Are G2 Users Discussing About Cinode?

Spiro

Spiro is an AI-powered CRM designed specifically for manufacturers and distributors. The Spiro platform highlights the customers that need attention or present growth opportunities, and proactively recommends specific actions to be taken. Customers save time with Spiro’s automated data collection, and grow their business by 32% within the first two years of using Spiro. For more information, visit https://www.spiro.ai.

Average Rating: 4.6/5.0

Total Reviews: 101

How Do G2 Users Rate Spiro?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Spiro?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Construction
  • Company Size: 53% Small, 44% Medium

What Do G2 Reviewers Say About Spiro?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Spiro, enabling efficient workflows with its innovative AI-driven features.
  • Users love Spiro for its efficiency, automating tasks and saving time with its intuitive, user-friendly design.
  • Users value Spiro's automation features for saving time and simplifying client management tasks effectively.
  • Users value Spiro for its easy customization, allowing seamless fitting into workflows and enhancing productivity effortlessly.
  • Users appreciate the easy implementation of Spiro, allowing quick setup and seamless integration into their workflows.
Cons
  • Users face integration difficulties with Spiro, leading to increased implementation time and challenges in leveraging new features.
  • Users report a steep learning curve with Spiro, especially for those unfamiliar with AI-driven CRMs and automation features.
  • Users are frustrated by the limited customization of Spiro, needing more control over pipeline stages for their sales process.
  • Users find Spiro's integration difficulties and rigid customization options to be quite time-consuming, impacting overall efficiency.
  • Users find the expertise required for Spiro can be challenging, especially for those new to AI-driven CRMs.

What Are Recent G2 Reviews of Spiro?

What Are G2 Users Discussing About Spiro?

Cetec ERP

Cetec ERP is a highly practical web-based ERP platform built for small and mid-market manufacturing companies. It is designed to help SMB manufacturers efficiently manage all aspects of their manufacturing company and solve their most difficult challenges unique to a manufacturing environment. It is built on modern/innovative technology, which positions its customers to successfully transform their business, become resilient as a company, and grow efficiently. An enterprise-caliber ERP solution provided at an approachable price point, Cetec ERP’s streamlined, transparent, and straightforward model makes for a fast and affordable implementation. It provides a low barrier of entry to ERP for manufacturers that perpetually adds value to manufacturers with modern technology, user friendly interfaces, real-time data, strong cost accounting, and a fully integrated workflow. Cetec ERP is making ERP accessible to any manufacturer looking to run their business the right way As an all-in-one, web-native cloud ERP platform, Cetec ERP is simple, nimble, user-friendly, flexible, and robust with a deep feature-set built for manufacturing. The solution includes modules and functionality for complex BOMs, sales and job costing, inventory control and traceability, mobile warehouse, procurement and supply chain management, scheduling and capacity planning, shop floor management, quality assurance, document mgmt and control, accounting, and open APIs for easy integration to any other software.

Average Rating: 4.1/5.0

Total Reviews: 40

How Do G2 Users Rate Cetec ERP?

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

Who Is the Company Behind Cetec ERP?

  • Seller: Cetec ERP
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @CetecERP
    111 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    49 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Manufacturing, Electrical/Electronic Manufacturing
  • Company Size: 55% Small, 40% Medium

What Do G2 Reviewers Say About Cetec ERP?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Cetec ERP, appreciating its user-friendly interface and web-based accessibility.
  • Users commend the highly responsive support team of Cetec ERP, enhancing their operational efficiency and user experience.
  • Users appreciate the cloud-based flexibility of Cetec ERP, enabling efficient work from anywhere with a user-friendly interface.
  • Users find Cetec ERP's comprehensive solutions invaluable for unifying all business aspects and enhancing support.
  • Users value the comprehensive usability of Cetec ERP, enhancing efficiency and flexibility in manufacturing operations.
Cons
  • Users find the complexity of Cetec ERP challenging, needing more time to understand and implement effectively.
  • Users face incomplete information in Cetec ERP, with issues in reporting formats and data transition affecting workflow.
  • Users report a difficult learning curve with Cetec ERP, finding it complex and challenging for small business management.
  • Users report bug issues that cause unpredictable glitches and slow support responses, impacting productivity significantly.
  • Users report unpredictable bugs in Cetec ERP, causing confusion and necessitating temporary workarounds that disrupt productivity.

What Are Recent G2 Reviews of Cetec ERP?

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SalesDesk

Sales Desk is a cost effective and easy to use sales automation software that helps businesses manage their sales team, increase their productivity, generate more leads and build customer relationships. We at Sales Desk believe building relationships with customers is the foundation for any successful business. Most business these days ignore this factor and tend to treat customers and prospects like numbers. Business that use data to foster relationships outperform those who don’t.

Average Rating: 4.4/5.0

Total Reviews: 53

How Do G2 Users Rate SalesDesk?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.6/10)

Who Is the Company Behind SalesDesk?

  • Seller: SPRINT Middle East
  • Year Founded: 2010
  • HQ Location: Al Qouz, Industrial Area 4, AE
  • Twitter: @SprintExpo
    3 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 45% Small, 42% Medium

What Do G2 Reviewers Say About SalesDesk?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SalesDesk, noting its simplicity and effectiveness in managing leads and follow-ups.
  • Users appreciate the effective lead management of SalesDesk, simplifying organization and follow-up for improved sales performance.
  • Users appreciate the user-friendly interface of SalesDesk, finding it easy to manage leads and customers.
  • Users value the organization efficiency of SalesDesk, enhancing clarity and ensuring consistent follow-ups in sales processes.
  • Users find easy tracking in SalesDesk essential for managing leads and boosting team performance efficiently.
Cons
  • Users find SalesDesk has limited customization, hindering the ability to tailor the platform to specific sales processes.
  • Users feel the missing features in SalesDesk limit its effectiveness, especially for addressing specific customer concerns.
  • Users feel that performance issues hinder smooth navigation and cause delays in receiving customer responses on SalesDesk.
  • Users find the product not user-friendly due to filter issues, impacting their overall experience with SalesDesk.
  • Users find integration with video call software lacking in SalesDesk, impacting the effectiveness of virtual meetings with customers.

What Are Recent G2 Reviews of SalesDesk?

What Are G2 Users Discussing About SalesDesk?

FluentCRM

FluentCRM is an Email Marketing Automation and CRM Plugin for WordPress. It offers features like lead capturing, contact storing, contact segmentation, email marketing, and marketing automation with granular reporting and analytics.

Average Rating: 4.6/5.0

Total Reviews: 20

How Do G2 Users Rate FluentCRM?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.8/10 (Category avg: 8.6/10)

Who Is the Company Behind FluentCRM?

  • Seller: Fluentsoft
  • Year Founded: 2007
  • HQ Location: Sunnyvale, US
  • Twitter: @fluentsoftinc
    105 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 80% Small, 10% Large

What Do G2 Reviewers Say About FluentCRM?

AI-generated summary from verified user reviews

Cons
  • Users experience email issues with FluentCRM, including lack of autosave, complicating their workflow and causing frustration.
  • Users find the limited features of FluentCRM frustrating, particularly the lack of autosave and unclear user experience.
  • Users find FluentCRM not intuitive, leading to confusion and frustrating experiences with features like the email editor.
  • Users face saving issues with FluentCRM, often losing work due to the absence of an autosave feature.

What Are Recent G2 Reviews of FluentCRM?

What Are G2 Users Discussing About FluentCRM?

Friday CRM

With Friday's easy-to-use interface, you can organize all your contacts, deals, and tasks in one place. Seamlessly integrate with Gmail to sync email and calendar. Capture emails, calls, meetings, and deal statuses automatically. Friday CRM makes software simple for small teams. Key Features: 100% free for up to 100 users Contact management Deal pipeline tracking Task organization Gmail integration Calendar sync Call logging Team collaboration Take control of your customer relationships in minutes. Sign up for Friday's free CRM today!

Average Rating: 4.4/5.0

Total Reviews: 86

How Do G2 Users Rate Friday CRM?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.7/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Friday CRM?

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Non-Profit Organization Management, Construction
  • Company Size: 97% Small, 3% Medium

What Do G2 Reviewers Say About Friday CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Friday CRM, finding it simple to navigate and quickly graspable.
  • Users appreciate the feature richness of Friday CRM, enjoying customization and seamless integration for managing clients effectively.
  • Users love the easy setup of Friday CRM, praising its simplicity and integration with Gmail and Google Workspace.
  • Users love the seamless integration with Gmail, enhancing their CRM experience through powerful features and customization.
  • Users appreciate the user-friendly interface of Friday CRM, finding it easy to navigate and efficient for record keeping.
Cons
  • Users express frustration over missing project management features, hindering their ability to complete projects efficiently.
  • Users report integration issues with Gmail and other systems, affecting customization and mobile functionality.
  • Users desire more complete information on report functionalities and features like attachments in Friday CRM.
  • Users express desire for more customization options in Friday CRM, feeling limited by existing features and filters.
  • Users feel the lack of built-in marketing tools and express dissatisfaction with the company field feature.

What Are Recent G2 Reviews of Friday CRM?

Promys

Promys CRM/Help Desk/PSA software for IT, MSP, Audio Visual & Physical Security solution providers from 10 to 2000 users. Promys is intuitive & simple to implement. Promys streamlines workflow by linking data between CRM, quoting, help desk, time & billing, job costing, support contracts/managed services, and project management. Reporting and KPI analytics are in a completely different class. Watch the video to find out more.

Average Rating: 4.7/5.0

Total Reviews: 12

How Do G2 Users Rate Promys?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 8.9/10)

Who Is the Company Behind Promys?

  • Seller: PROMYS
  • Year Founded: 2003
  • HQ Location: Mississauga, Ontario
  • Twitter: @PROMYS_PSA
    126 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 58% Small, 42% Medium

What Are Recent G2 Reviews of Promys?

What Are G2 Users Discussing About Promys?

1CRM

1CRM enables businesses to create long-lasting customer relationships and experiences with the most intuitive, customizable and cost-effective customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere. With so many CRMs available, what sort is right for you? You'll see CRMs that are limited sales & marketing CRM products, others that are good at Mass Emailing, and then some that include Order Management, Service Management, or Project Management. For businesses with up to about 250 users, the All-in-One type of CRM has proven popular - and that's where 1CRM fits in. 1CRM offers a Sales & Marketing CRM with strong Mass Email capabilities. But it also includes very comprehensive Order Management (Quotes, Invoices, Payments - as well as the Purchasing side), Service Management and Project Management. Throw in Timesheets, Expense Reports, Vacation & Sick Day tracking - and you can see why they call us an All-in-One CRM!

Average Rating: 4.3/5.0

Total Reviews: 38

How Do G2 Users Rate 1CRM?

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

Who Is the Company Behind 1CRM?

  • Seller: 1CRM
  • Year Founded: 1997
  • HQ Location: British Columbia, Canada
  • Twitter: @1CRMCorp
    1,923 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Outsourcing/Offshoring, Marketing and Advertising
  • Company Size: 49% Medium, 46% Small

What Do G2 Reviewers Say About 1CRM?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in 1CRM invaluable for efficient client information management and interactions.
  • Users value the responsive customer support of 1CRM, enhancing their experience with knowledgeable assistance when needed.
  • Users appreciate the hassle-free lead management process of 1CRM, enjoying its seamless integration and customizable features.
  • Users value the affordability of 1CRM, appreciating its customizable, all-in-one platform for various business needs.
  • Users appreciate the convenient client information storage in 1CRM, enhancing their ability to manage sales interactions effectively.
Cons
  • Users find 1CRM inefficient due to its outdated interface, slow setup, and challenges in automation and maintenance.
  • Users find the learning curve steep with 1CRM, as it requires significant time and a team effort to navigate.
  • Users find 1CRM’s interface not intuitive, with a steep learning curve and slow customization hindering usability.
  • Users find 1CRM not user-friendly, particularly due to its outdated interface and slow performance with large databases.
  • Users experience slow performance with 1CRM, especially when managing large databases and complex workflows.

What Are Recent G2 Reviews of 1CRM?

What Are G2 Users Discussing About 1CRM?

ClientTether.com

Connect instantly with leads generated through your marketing efforts with our sales engagement automation platform and CRM. Send a personalized text message, receive a phone call, send an email or even a box of brownies within 29 seconds, when you receive a lead to maximize lead conversion. Our Franchise clients love that they can guarantee 100% lead follow-up across their networks using our platform. Convert leads effortlessly through our automated follow-up and scheduling technology. Schedule appointments, calls, texts and emails to your customers according to your desired time frame and frequency. Also, ensure your team is following up consistently with each quote, each lost opportunity, and each converted lead. Create long-term relationships and retain customers through our automated retention program. Engage with your clients with minimal effort from you. Schedule emails, texts, and calls, and send personalized post cards, thank you cards, brownies, golf balls, or other physical media to create a rich, omni-channel retention and re-engagement strategy. Use our integrated proposal management tools to create beautiful proposals or quick quotes. Receive notifications when they have been opened, and when your clients have used our e-signature tools to sign and approve your job. Automate online review management to make sure you optimize your online reputation using our reputation manager tool as well. Our platform was designed for home service and other service franchises and businesses. Our data architecture enables franchise systems to deploy our platform out of the box without massive customization to meet their needs. Business owners and franchisors alike love our visual pipeline and our dynamic dashboards. Track and monitor growth across lead flow, lead attribution, sales progression, activity, and close rates across multi-location or multi-unit businesses.

Average Rating: 4.7/5.0

Total Reviews: 11

How Do G2 Users Rate ClientTether.com?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.6/10 (Category avg: 8.6/10)

Who Is the Company Behind ClientTether.com?

  • Seller: ClientTether
  • Year Founded: 2014
  • HQ Location: Greater Provo Area, US
  • Twitter: @ClientTether
    71 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 83% Small, 17% Medium

What Are Recent G2 Reviews of ClientTether.com?

What Are G2 Users Discussing About ClientTether.com?

WPCRM

WebPresented offers a cloud based or on premise CRM solution called WPCRM. WPCRM is a cost effective, vertically integrated CRM for the wholesale distribution and manufacturing markets. Built from an ERP-integration perspective, WPCRM provides; data for smarter decision making, mobile quoting, mobile access to product pricing and inventory, customer orders and buying history and marketing campaign analytics. WPCRM will drive sales activity and new revenue!

Average Rating: 4.5/5.0

Total Reviews: 13

How Do G2 Users Rate WPCRM?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind WPCRM?

  • Seller: WebPresented
  • Year Founded: 2001
  • HQ Location: Columbus, OH
  • Twitter: @webpresented
    17 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    32 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 85% Medium, 15% Large

What Do G2 Reviewers Say About WPCRM?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless integration of WPCRM with ERP systems, enhancing efficiency and customer engagement effortlessly.
  • Users value the exceptional customer support in WPCRM, enhancing their experience with timely assistance and useful insights.
  • Users love the ease of use of WPCRM, appreciating its accessibility on various devices for on-ground staff.
  • Users love the easy access of WPCRM, allowing on-ground staff to utilize it seamlessly on tablets and mobiles.
  • Users value the easy implementation of WPCRM, effortlessly meeting industry-specific needs without custom coding or workarounds.
Cons
  • Users find the learning curve steep for WPCRM, with reporting tools requiring extensive training and practice.
  • Users find the limited customization options in WPCRM hinder their ability to tailor the system to their needs.
  • Users find the reporting features challenging, requiring training and lacking the intuitiveness needed for effective use.
  • Users find the reporting process not intuitive, requiring training and leading to messy data exports and complicated dashboard creation.
  • Users find WPCRM's reporting features difficult to navigate, requiring extensive training and complicating dashboard creation.

What Are Recent G2 Reviews of WPCRM?

What Are G2 Users Discussing About WPCRM?

Pivotal CRM

The foundations of your customer relationship management strategy are your customer-facing employees. That's why we have purpose-built every aspect of our CRM solution to get you up-and-running quickly, while remaining flexible so it can be closely-tailored to match exactly how your team works. We have the tools to help you attract customers, manage your partners and empower your sales and customer service teams. Learn why CRM users love our solutions.

Average Rating: 3.5/5.0

Total Reviews: 59

How Do G2 Users Rate Pivotal CRM?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Pivotal CRM?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 51% Medium, 35% Large

What Do G2 Reviewers Say About Pivotal CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the better understanding of customer needs provided by Pivotal CRM, enhancing relationships and satisfaction.
  • Users appreciate the ease of use in Pivotal CRM, enjoying efficient navigation and streamlined management of their database.
  • Users value the easy navigation of Pivotal CRM, allowing efficient management and real-time tracking of sales accounts.
  • Users praise the easy tracking features of Pivotal CRM, enhancing efficiency and real-time management of sales accounts.
  • Users appreciate the valuable tools in Pivotal CRM, finding it highly conducive for their team's needs.
Cons
  • Users find limited customization in Pivotal CRM, leading to confusion and a need for clearer guidance and automation.
  • Users find that expertise is required for setting up Pivotal CRM, which can be challenging for beginners.
  • Users face integration issues with Pivotal CRM, limiting customization and impacting analytical summaries.
  • Users find the time-consuming setup of Pivotal CRM challenging, particularly for newcomers needing extensive guidance.

What Are Recent G2 Reviews of Pivotal CRM?

What Are G2 Users Discussing About Pivotal CRM?

Sage Sales Management

ForceManager is the leading CRM with a full-service WebApp created for a range of work styles including home, office or the field. The success of the solution is due to its user-friendly interface, built-in geolocation features, and high user adoption rates.

Average Rating: 4.7/5.0

Total Reviews: 10

How Do G2 Users Rate Sage Sales Management?

  • Has the product been a good partner in doing business?: 6.7/10 (Category avg: 8.9/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.1/10 (Category avg: 8.6/10)

Who Is the Company Behind Sage Sales Management?

  • Seller: Sage Software
  • Year Founded: 1981
  • HQ Location: Newcastle
  • LinkedIn® Page: www.linkedin.com
    15,833 employees on LinkedIn®
  • Ownership: SGE.L
  • Phone: +1 (866) 996-7243

Who Uses This Product?

  • Company Size: 45% Medium, 36% Large

What Are Recent G2 Reviews of Sage Sales Management?

What Are G2 Users Discussing About Sage Sales Management?

Maple CRM

Maple CRM is a cloud based customer relationship management software focusing on small and medium companies to manage their sales, order and service management functions. Maple CRM is empowered with intuitive features like quotation builder, mobile app (ios/android), geo tracking, call logging and various reporting functions.

Average Rating: 4.7/5.0

Total Reviews: 30

How Do G2 Users Rate Maple CRM?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Maple CRM?

  • Seller: Maple CRM
  • Year Founded: 2012
  • HQ Location: Bengaluru, Karnataka
  • Twitter: @maplecrm
    60 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    26 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consulting, Consumer Services
  • Company Size: 73% Small, 22% Medium

What Do G2 Reviewers Say About Maple CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the user-friendly interface of Maple CRM, making customer relationship management seamless and efficient.
  • Users praise the responsive customer support of Maple CRM, consistently receiving excellent assistance for their queries.
  • Users praise the efficiency of Maple CRM, highlighting its intuitive design and excellent lead management capabilities.
  • Users value the efficient lead management of Maple CRM, enhancing transparency and simplifying immigration consultancy processes.
  • Users find Maple CRM to be very user-friendly, making it easy to manage leads and customer data efficiently.
Cons
  • Users note integration issues with Maple CRM, wishing for more options and improved automation features.
  • Users find limited customization in Maple CRM, particularly regarding integration options and automation features.
  • Users note the absence of integrated HR management features, suggesting it limits operational efficiency and overall functionality.
  • Users find it difficult to create graphs due to the steep learning curve with larger datasets and comparisons.

What Are Recent G2 Reviews of Maple CRM?

eWay-CRM

If you use Outlook and need a CRM, you have to try eWay-CRM. It’s the best CRM that lives right inside Microsoft Outlook and Teams. Manage Customers, Sales, Projects, and Email Campaigns — without ever leaving your inbox. Thanks to deep Outlook integration, eWay-CRM automatically tracks emails, syncs with your calendar, and keeps your contacts organized. You’ll love the “Convert to” feature: just right-click any email and turn it into a deal, task, or contact. It’s fast, simple, and powerful. And with Microsoft Teams integration, collaborating with your team becomes seamless. Work smarter, stay organized, and keep everything in one place — right where you already work.

Average Rating: 4.0/5.0

Total Reviews: 13

How Do G2 Users Rate eWay-CRM?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.2/10 (Category avg: 8.6/10)

Who Is the Company Behind eWay-CRM?

Who Uses This Product?

  • Company Size: 77% Small, 23% Medium

What Do G2 Reviewers Say About eWay-CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the calendar sync automation in eWay-CRM, enhancing daily operations and integration with MS apps.
  • Users appreciate the responsive and helpful customer support of eWay-CRM, enhancing their overall experience and satisfaction.
  • Users value the ease of use of eWay-CRM, noting smooth integration and a minimal learning curve.
  • Users value the easy customization of eWay-CRM, enabling them to enhance their daily operations efficiently.
  • Users admire the easy implementation of eWay-CRM, enhancing their daily operations with seamless integrations and automation.
Cons
  • Users face challenges with saving issues as sent emails cannot be stored without attachments, complicating the process.
  • Users find the slow loading times for the list of Journals to be somewhat typical but still frustrating.

What Are Recent G2 Reviews of eWay-CRM?

GleanView

GleanView is a B2B sales and marketing software platform for small and medium businesses. Our family of products addresses B2B sales and marketing challenges from top to bottom of the funnel by harnessing the power of automations and focusing on doing more with less. They can be used together to create a seamless platform, or can be plugged into your existing software to fill gaps and extend functionality.

Average Rating: 4.7/5.0

Total Reviews: 21

How Do G2 Users Rate GleanView?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind GleanView?

  • Seller: GleanView
  • Year Founded: 2015
  • HQ Location: Jacksonville, FL
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Recreational Facilities and Services
  • Company Size: 67% Small, 24% Medium

What Are Recent G2 Reviews of GleanView?

What Are G2 Users Discussing About GleanView?

Julie Jung
JJ
Researched and written by Julie Jung
Updated March 5, 2025