Best CRM Software - Page 18

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,614

Category Stats (Sep 2026)

  • Average Rating: 4.4/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SalesSeek (+25.91%) - Among all products in this category, SalesSeek recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 122,800+ Authentic Reviews
  • 1,614+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

G2 Grid® for CRM Software plotting products by satisfaction and market presence

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, 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)

Melis Platform

Melis Platform is a modular development platform with ready-to-use tools such as CMS, E-commerce, CRM, Case Managment, Marketing, Newsletters, and much more. It offers the flexibility to customize each module to your specific digital needs, thanks to its extremely developer-friendly environment. Lower your developments costs with the help of the Tool creator and dashboard plugins as well as Multisite, Multilanguage and multichannel modules managed from a single live Editing interface. Melis Technology integrates a wide range of generic and fully-customizable modules, such as: - A CMS page and blog module with templates and live editing - An e-commerce module - A complete Newsletter management software - A CRM with pipeline and workflow management - A survey and form creator with built-in calculation through custom formulas - And many more… Melis Technology business-model is built on a “Freemium” Model with a free Community Edition and 3 subscription licenses, packaged and differentiated only by product and Service Level Agreement features. Melis Technology solution is used by a large number of Digital agencies and IT firms as well as our direct clients, and tailored to the needs of demanding organizations like L’Oréal, Mc Donald’s, Hyundaï, ACCOR, DEKRA and many more.

Average Rating: 4.8/5.0

Total Reviews: 18

How Do G2 Users Rate Melis Platform?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Melis Platform?

  • Seller: Melis
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Paris, FR
  • Twitter: @melisplatform
    91 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 79% Small, 16% Medium

What Do G2 Reviewers Say About Melis Platform?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the modular structure of Melis Platform, allowing easy customization and efficiency for various client needs.
  • Users praise the ease of use of Melis Platform, appreciating its intuitive interface and seamless integration of tools.
  • Users love the all-in-one integration of Melis Platform, effectively managing apps, content, and clients seamlessly.
  • Users appreciate the integrated content management of Melis Platform, allowing seamless control over multiple business aspects in one place.
  • Users appreciate the customizability of Melis Platform, enabling tailored solutions for diverse client needs seamlessly.
Cons
  • Users find the learning curve steep at first due to the platform's complexity, requiring time to adjust effectively.
  • Users desire more customization options for blog design, wishing for greater flexibility in style and functionality.
  • Users find the poor documentation of Melis Platform frustrating, hindering their ability to learn and utilize its features fully.
  • Users desire more flexibility in design but note app integration issues that limit their overall experience with Melis Platform.
  • Users find the learning difficulty of the Melis Platform challenging at first, but it becomes manageable over time.

What Are Recent G2 Reviews of Melis Platform?

Pega Customer Engagement Suite

Pega's Customer Engagement Suite includes Pega Marketing to engage customers with real-time one-to-one marketing on any channel, Pega Sales Automation to intelligently guide sales professionals and streamline the sales process using AI, and Pega Customer Service to deliver end-to-end service across the entire customer journey. These applications leverage Pega’s proven AI via the Customer Decision Hub– our unified, always-on, customer brain. Pega’s Customer Engagement Suite is available with industry-specific models, processes and interfaces, and can deployed on a variety of cloud choices¬– including hybrid, or on premise.

Average Rating: 4.6/5.0

Total Reviews: 10

How Do G2 Users Rate Pega Customer Engagement Suite?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Pega Customer Engagement Suite?

  • Seller: Pegasystems
  • Year Founded: 1983
  • HQ Location: Cambridge, MA
  • Twitter: @pega
    45,022 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5,547 employees on LinkedIn®
  • Ownership: NASDAQ:PEGA

Who Uses This Product?

  • Company Size: 60% Small, 30% Medium

What Do G2 Reviewers Say About Pega Customer Engagement Suite?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the unified approach of Pega, enhancing personalized and consistent customer engagement across channels.
  • Users value the user-friendly interface of Pega Customer Engagement Suite, enhancing their overall experience effortlessly.
  • Users value the unified approach of Pega, enhancing customer engagement with personalized and consistent experiences.
  • Users appreciate the unified approach of Pega, enhancing personalized and consistent customer engagement across channels.
  • Users appreciate the unified approach of Pega that enhances customer engagement through AI-driven solutions and workflow automation.
Cons
  • Users find the complex setup of Pega Customer Engagement Suite challenging, requiring significant time and training to master.
  • Users find the high complexity of Pega Customer Engagement Suite challenging, requiring extensive training for effective use.
  • Users face a complex learning curve with Pega Customer Engagement Suite, necessitating extensive training for effective use.
  • Users find Pega Customer Engagement Suite unsuitable for organizations with limited budgets, requiring deep knowledge for complex tasks.
  • Users often face call issues with Pega Customer Engagement Suite, complicating customer support and implementation processes.

What Are Recent G2 Reviews of Pega Customer Engagement Suite?

SolarVis

SolarVis is the command center for solar sales: one platform to design, sell, and manage every solar project. 1,800+ solar installers have used solarVis on 67,500+ solar projects, saving 102,500+ engineering hours, with tariffs and regulations supported across 45+ countries. Solar Proposal Software. Design any roof in 3D with AI panel placement, shading analysis, and string sizing. Model batteries, heat pumps, and EV chargers in the same project, run feasibility against local tariffs and regulations, and generate a branded, financeable proposal in one click. A built-in solar CRM keeps every design, proposal, and customer in one pipeline. Solar Lead Generator. Embeddable solar calculators, smart forms, and conversion-optimized landing pages that capture and qualify leads directly from your own website. AI Sales Agent. An always-on assistant trained on your products and pricing that engages visitors, filters incoming leads, and nurtures them 24/7.

Average Rating: 4.9/5.0

Total Reviews: 10

How Do G2 Users Rate SolarVis?

  • 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 SolarVis?

  • Seller: SolarVis
  • Year Founded: 2019
  • HQ Location: Ankara, TR
  • Twitter: @solarvisco
    23 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Renewables & Environment
  • Company Size: 82% Small, 18% Medium

What Are Recent G2 Reviews of SolarVis?

VisionFlow

VisionFlow is a powerful unified platform for your whole organisation (or just a team): Helpdesk & Customer Support, IT Service Management (ITSM), Application Lifecycle Management, Project Management, Product Development, CRM and more. It is modular and responsive to your needs and gives you the setup you require.

Average Rating: 4.4/5.0

Total Reviews: 10

How Do G2 Users Rate VisionFlow?

  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.0/10 (Category avg: 8.6/10)

Who Is the Company Behind VisionFlow?

  • Seller: Visionera AB
  • Year Founded: 2001
  • HQ Location: Stockholm, Stockholm
  • Twitter: @visioneraAB
    74 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 45% Small, 27% Large

What Are Recent G2 Reviews of VisionFlow?

What Are G2 Users Discussing About VisionFlow?

Zenible

The intelligent platform for solo founders, freelancers & consultants - CRM, finances, bookings, meetings, insights & intelligence in one.

Average Rating: 4.8/5.0

Total Reviews: 9

Who Is the Company Behind Zenible?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Zenible?

Appward

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

Average Rating: 4.5/5.0

Total Reviews: 12

How Do G2 Users Rate Appward?

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

Who Is the Company Behind Appward?

  • Seller: Appward
  • Year Founded: 2021
  • HQ Location: Santa Clarita, US
  • Twitter: @AppwardSocial
    2 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 58% Medium, 37% Small

What Do G2 Reviewers Say About Appward?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Appward, which simplifies setup, reporting, and enhances team collaboration efficiently.
  • Users appreciate the efficiency of Appward, benefiting from fast access to integrated functionalities and streamlined project management.
  • Users admire the focus on real growth and monetization that Appward offers, enhancing engagement and retention effectively.
  • Users love the intuitive design of Appward, enabling quick access to essential tools and improving collaboration significantly.
  • Users value Appward for its ability to drive real business growth and effective monetization strategies.
Cons
  • Users find the learning curve challenging, as features lack clarity and require significant effort to master.
  • Users find a steep learning curve with Appward due to unclear guidance and lack of detailed documentation.
  • Users find Appward has limited customization, which restricts advanced targeting for complex campaigns and strategies.
  • Users find Appward has limited features, lacking customization and mobile app options, hindering complex campaign execution.
  • Users find Appward's missing features limit customization and targeting, impacting complex campaign execution and mobile usability.

What Are Recent G2 Reviews of Appward?

Metrilo

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: 24

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
  • Year Founded: 2014
  • HQ Location: Sofia, Bulgaria
  • Twitter: @GetMetrilo
    367 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Retail, Health, Wellness and Fitness
  • Company Size: 88% Small, 12% Medium

What Are Recent G2 Reviews of Metrilo?

What Are G2 Users Discussing About Metrilo?

Noloco

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
  • Year Founded: 2021
  • HQ Location: Dublin, IE
  • Twitter: @NolocoHQ
    1,303 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    20 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 rave about the ease of use of Noloco, enabling smooth navigation and quick app creation without coding.
  • Users commend Noloco for its exceptional customer support, appreciating quick responses and knowledgeable assistance from the team.
  • Users value Noloco's easy setup, allowing quick navigation and efficient app building, especially for first-time users.
  • Users value the flexibility of Noloco, enabling the creation of diverse and customized applications effortlessly.
  • Users appreciate the ease of use of NoLoCo, allowing them to create apps effortlessly without any coding experience.
Cons
  • Users feel a need for more customization options and features like auditing logs and translation modules in Noloco.
  • Users find the limited customization options in Noloco restrictive, desiring more control over visual design and themes.
  • Users find Noloco’s pricing structure expensive, especially for larger businesses with numerous users and data limitations.
  • Users express frustration over the insufficient tutorials in Noloco, as advanced training materials are severely lacking.
  • Users express that the learning curve is steep, with many struggling to find necessary advanced tutorials and features.

What Are Recent G2 Reviews of Noloco?

What Are G2 Users Discussing About Noloco?

Oliv AI

Oliv is an AI-native platform for B2B revenue teams to transform their GTM motion and grow revenue without adding headcount. 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: 4.7/5.0

Total Reviews: 10

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
  • Company Website:
  • Year Founded: 2023
  • HQ Location: San Francisco, US
  • Twitter: @tryolivai
    53 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    49 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 40% Medium, 40% Small

What Are Recent G2 Reviews of Oliv AI?

Adviai Sales CRM

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?

Who Uses This Product?

  • Company Size: 71% Small, 29% Medium

What Are Recent G2 Reviews of Adviai Sales CRM?

Corefactors

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
  • Year Founded: 2013
  • HQ Location: Bengaluru, IN
  • Twitter: @AICorefactors
    45 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 quick setup and seamless communication workflows.
  • Users appreciate the responsive customer support of Corefactors, enhancing communication workflows and overall efficiency.
  • Users value the powerful automation features of Corefactors, enhancing efficiency across sales, marketing, and support.
  • Users appreciate the powerful automation features of Corefactors, reducing manual work and enhancing communication efficiency.
  • Users appreciate the easy integrations of Corefactors, enhancing their communication workflows and automating processes seamlessly.
Cons
  • Users experience dashboard issues with lag, limited customization, and inadequate training materials impacting usability and performance.
  • Users find limited customization options in Corefactors, affecting their ability to tailor the platform effectively.
  • Users face challenges due to limited advanced analytics and customization options, hindering deeper insights and flexibility.
  • Users experience poor customer support, particularly during peak hours, which hampers effective issue resolution.
  • Users notice slow loading times on the dashboard, which hampers their overall experience with Corefactors.

What Are Recent G2 Reviews of Corefactors?

What Are G2 Users Discussing About Corefactors?

Cruzata CRM

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?

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 love the ease of use of Cruzata CRM, praising its intuitive interface and user-friendly design.
  • Users love the user-friendly interface of Cruzata CRM, making navigation and usage effortless.

What Are Recent G2 Reviews of Cruzata CRM?

What Are G2 Users Discussing About Cruzata CRM?

Dream Service Software

Dream Service Software is the AI-based CRM and ERP for pest control that runs the whole operation: a Sales CRM and ERP built for US pest control companies, with AI working inside the system of record. One platform covers the full customer arc. A lead comes in, the quote goes out, the agreement gets e-signed, the job is scheduled and routed, the technician works it from a mobile app, the invoice posts, and follow-up and retention run from the same customer record. AI handles the manual workflows that leak revenue at the handoffs: an AI customer-service agent built for single-call resolution, automated post-proposal nurture, AI-driven scheduling and routing, and in-field lead capture. Three products, one platform: Sales CRM: lead management, multi-service sales flow, pricing and quotation, door-to-door sales, paperless agreements and e-signature, marketing automation, and AI single-call flow. Dream ERP: work order management, AI-driven scheduling and routing, a field-technician mobile app, E-Logbook, WDO and termite management, customer portal, batch management and invoicing, and payments and collections. Dream Pulse: employee surveys, QA audits, customer surveys, sentiment analysis, and executive trend reporting for service quality and retention. Each product is available separately or as a full-platform bundle. Dream has been built from 2012 onward through deep collaboration with real pest control operations, shaped by large operating customers across its first decade. It replaced the paper compliance logbooks and stitched-together software stacks those operators actually ran, and California WDO and E-Logbook compliance were built in-house because operators needed them. Customers include Clark Pest Control, ABC Home & Commercial (Dallas and Austin), JP McHale (NoPests), and Big Blue Bug Solutions. Dream fits mid-market operators, roughly 20 to 700+ field technicians, who have outgrown small-business tools. Still privately owned, same founder, fourteen years and counting.

Average Rating: 5.0/5.0

Total Reviews: 7

How Do G2 Users Rate Dream Service Software?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Dream Service Software?

Who Uses This Product?

  • Company Size: 86% Medium

What Are Recent G2 Reviews of Dream Service Software?

FieldCamp

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
  • Year Founded: 2024
  • HQ Location: Brampton, CA
  • Twitter: @FieldCamp_ai
    8 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 praise the ease of use of FieldCamp, highlighting its intuitive interface and seamless scheduling capabilities.
  • Users love the efficient scheduling management in FieldCamp, streamlining technician tasks and enhancing overall productivity.
  • Users love the intuitive interface of FieldCamp, making scheduling and job management seamless and efficient.
  • Users admire the efficient task management of FieldCamp, enhancing scheduling and organization for service companies.
  • Users love the time efficiency of FieldCamp, streamlining scheduling and organization while avoiding double bookings.
Cons
  • Users experience slow loading times occasionally, especially with slow on-site internet, but issues are resolved quickly.
  • Users report slow performance during loading times, especially with slow internet, affecting overall usability.
  • Users desire more customization options for equipment in FieldCamp, noting occasional slow loading times on-site.

What Are Recent G2 Reviews of FieldCamp?

FlowRocket

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?

Who Uses This Product?

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

What Are Recent G2 Reviews of FlowRocket?

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