# Best CRM Software - Page 18

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,084

### Category Stats (Jul 2026)

- **Average Rating:** 4.38/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month

_Last updated: July 21, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 121,800+ Authentic Reviews
- 1,084+ Products
- Unbiased Rankings

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

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

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Close, 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=zoho-crm&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign)

**Sponsored**

### Reevo

Reevo is the AI-native sales platform that runs prospecting, outreach, conversation intelligence, deal management, forecasting, and coaching on the full context of your business. Because every call, email, meeting, and deal update lives in a single memory, Reevo AI has a complete view of every account and can act on it – drafting follow-ups, updating the CRM, and flagging deal risk across the pipeline. Over time it learns how your team actually sells – your stages, signals, and patterns – and gets more accurate about your buyers. That shared memory also carries your team's knowledge, so new sellers ramp with the same account context and institutional know-how your top reps have, instead of rebuilding it from scratch. Layer Reevo over the tools you already use, or run it as your CRM and system of record out of the box. Because it works from one source of truth rather than partial views, your team spends less time on manual updates and makes decisions on the full picture.

[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%5Bchosen_at%5D=2026-07-30T12%3A21%3A04Z&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=1395075&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%3Fpage%3D18%26post_lead_product%3Dpipedrive&secure%5Btoken%5D=da4430d0d9e6140c7e518ba861c40eae5e0aa156acace7e13b74923700701061&secure%5Burl%5D=https%3A%2F%2Freevo.ai%2Fsee-reevo-p1-b-g2%3Futm_source%3Dg2%26utm_medium%3Dreview_site%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url)

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Clevero?

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

#### Who Is the Company Behind Clevero?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Verified User in Biotechnology_

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

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

**Rating:** 4.0/5.0 stars

_— Alisha J._

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

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

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 8

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Verified User in Internet_

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

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

**Rating:** 5.0/5.0 stars

_— Daniela C._

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

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 36

#### How Do G2 Users Rate Noloco?

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

#### Who Is the Company Behind Noloco?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Blake L._

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

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

**Rating:** 5.0/5.0 stars

_— Robb D._

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

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

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

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

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

**Average Rating:** 5.0/5.0

**Total Reviews:** 7

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

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

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

- **Seller:** [Adviai](https://www.g2.com/sellers/adviai)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2e21c51a3d976aa4036b242b77716f67ec719ecfb5accc631380a3f1c6335eb9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadviai%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

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

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

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

**Rating:** 5.0/5.0 stars

_— Jake B._

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

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

**Rating:** 5.0/5.0 stars

_— Jason P._

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

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

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Corefactors?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Corefactors?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Mohan B._

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

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

**Rating:** 4.0/5.0 stars

_— Vinoob G._

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

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

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

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

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

**Average Rating:** 3.9/5.0

**Total Reviews:** 7

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

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

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

**Rating:** 4.0/5.0 stars

_— Terry E._

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

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

**Rating:** 4.5/5.0 stars

_— Rishi Paresh S._

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

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

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

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 8

#### How Do G2 Users Rate FieldCamp?

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

#### Who Is the Company Behind FieldCamp?

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

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— danny h._

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

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

**Rating:** 5.0/5.0 stars

_— Ben T._

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

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

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

**Average Rating:** 4.2/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate FlowRocket?

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

#### Who Is the Company Behind FlowRocket?

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

#### Who Uses This Product?

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

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

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

**Rating:** 4.0/5.0 stars

_— Komal S._

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

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

**Rating:** 4.5/5.0 stars

_— Shubham R._

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

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

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Fortifi?

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

#### Who Is the Company Behind Fortifi?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Riederer B._

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

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

**Rating:** 4.0/5.0 stars

_— Lehning S._

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

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

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

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

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

**Average Rating:** 4.2/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate FranConnect?

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

#### Who Is the Company Behind FranConnect?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Derek D._

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

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

**Rating:** 5.0/5.0 stars

_— toni a._

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

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

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

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

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

**Average Rating:** 4.9/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate K3X?

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

#### Who Is the Company Behind K3X?

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

#### Who Uses This Product?

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

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

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

**Rating:** 5.0/5.0 stars

_— Yilma Z._

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

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

**Rating:** 5.0/5.0 stars

_— Roman L._

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

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Metrilo?

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

#### Who Is the Company Behind Metrilo?

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

#### Who Uses This Product?

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

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

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

**Rating:** 4.0/5.0 stars

_— Divyaraj D._

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

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

**Rating:** 5.0/5.0 stars

_— Dion R._

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

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

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

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 9

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

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

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

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

#### Who Uses This Product?

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

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

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

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

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

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

**Rating:** 5.0/5.0 stars

_— Vijay V._

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

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

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate Onpipeline?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Onpipeline?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Vladimir P._

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

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

**Rating:** 5.0/5.0 stars

_— Austin C._

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

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

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

**Average Rating:** 4.1/5.0

**Total Reviews:** 13

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Max L._

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

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

**Rating:** 5.0/5.0 stars

_— Anudeep N._

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

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

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

- [‹ Prev‹ Prev](/categories/crm?order=g2_score&page=17&wfoid=13b9d7b23e.1781280747#product-list)
- [1](/categories/crm?order=g2_score&wfoid=13b9d7b23e.1781280747#product-list)
- [2](/categories/crm?order=g2_score&page=2&wfoid=13b9d7b23e.1781280747#product-list)
- …
- [14](/categories/crm?order=g2_score&page=14&wfoid=13b9d7b23e.1781280747#product-list)
- [15](/categories/crm?order=g2_score&page=15&wfoid=13b9d7b23e.1781280747#product-list)
- [16](/categories/crm?order=g2_score&page=16&wfoid=13b9d7b23e.1781280747#product-list)
- [17](/categories/crm?order=g2_score&page=17&wfoid=13b9d7b23e.1781280747#product-list)
- 18
- [19](/categories/crm?order=g2_score&page=19&wfoid=13b9d7b23e.1781280747#product-list)
- [20](/categories/crm?order=g2_score&page=20&wfoid=13b9d7b23e.1781280747#product-list)
- [21](/categories/crm?order=g2_score&page=21&wfoid=13b9d7b23e.1781280747#product-list)
- [22](/categories/crm?order=g2_score&page=22&wfoid=13b9d7b23e.1781280747#product-list)
- …
- [72](/categories/crm?order=g2_score&page=72&wfoid=13b9d7b23e.1781280747#product-list)
- [73](/categories/crm?order=g2_score&page=73&wfoid=13b9d7b23e.1781280747#product-list)
- [Next ›Next ›](/categories/crm?order=g2_score&page=19&wfoid=13b9d7b23e.1781280747#product-list)

Spotlight Categories

[Data Observability Software](https://www.g2.com/categories/data-observability)

[Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)

[Affiliate Marketing Software](https://www.g2.com/categories/affiliate-marketing)

[Pricing Software](https://www.g2.com/categories/pricing)

[Retail POS Systems](https://www.g2.com/categories/retail-pos)

Similar Categories

- [Sales Compensation](/categories/sales-compensation)
- [AI Sales Assistant](/categories/ai-sales-assistant)
- [Auto Dialer](/categories/auto-dialer)
- [Contract Analytics](/categories/contract-analytics)
- [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm)

- [Contract Management](/categories/contract-management)
- [Customer Revenue Optimization](/categories/customer-revenue-optimization)
- [E-Signature](/categories/e-signature)
- [Field Sales](/categories/field-sales)
- [Other Sales](/categories/other-sales)

- [Partnerships Management](/categories/partnerships-management)
- [PreSales](/categories/presales)
- [Quote Management](/categories/quote-management)
- [Revenue AI Platforms](/categories/revenue-ai-platforms)
- [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i)

[Browse CRM Themes](/categories/crm/themes)

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

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

Updated March 5, 2025

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

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

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

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

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

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

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

Show More

* * *

## 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/)