# Best CRM Software - Page 2

  *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)*

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

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

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

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

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

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

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





## Best CRM Software At A Glance

- **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
- **Highest Performer:** [CRMOne](https://www.g2.com/products/crmone/reviews)
- **Easiest to Use:** [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews)
- **Top Trending:** [Attio](https://www.g2.com/products/attio/reviews)
- **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)


---

**Sponsored**

### Maximizer

Maximizer is a customer relationship management (CRM) solution designed to help businesses enhance their visibility into activities that drive success and maintain control over critical opportunities. This adaptable platform caters to organizations of various sizes and industries, with specific offerings for financial services and sales professionals. Maximizer offers a comprehensive suite of tools that improve revenue-generating processes, monitor performance, and facilitate informed decision-making. By focusing on customization and ease of use, Maximizer empowers users to configure the system and tailor it to their specific needs without requiring extensive IT support or developer resources. Maximizer provides services to a diverse customer base, including financial services professionals such as financial advisors, wealth managers, investment planners, insurance brokers, mortgage brokers, small- and medium-sized sales teams across multiple industries , marketing professionals, and customer service teams. With a flexible, adaptable design that allows businesses to build successful processes that align with their unique workflows, users can easily configure the CRM to track revenue-generating activities. This ease of customizations ensures that teams can remain focused on the initiatives that contribute to increasing pipeline and revenue. This level of customization enhances user experience and also fosters a culture of accountability and performance within organizations. Key features include robust monitoring capabilities that provide insights into business health. Users can visualize and report on performance metrics and trends, enabling them to identify areas for improvement and capitalize on growth opportunities. The platform&#39;s AI-driven insights further improve decision-making by surfacing timely actions that can lead to strategic advantages. This combination of data visualization and intelligent recommendation helps businesses stay agile in a competitive landscape. The benefits of using Maximizer extend beyond functionality. By offering a user-friendly interface and customizable features, the platform minimizes the learning curve for new users, allowing teams to adopt the system quickly without the need for additional resources from other departments. Additionally, the integration of AI technology ensures that users receive actionable insights that can significantly impact their strategic planning and execution. This proactive approach to CRM not only enhances operational efficiency but also strengthens customer relationships, ultimately driving long-term success for businesses. Maximizer stands out in the CRM category, particularly for financial services and sales professionals, by providing a flexible, user-centric solution that adapts to the unique needs of each organization. Its focus on visibility, customization, and AI-driven insights positions it as a valuable tool for businesses looking to optimize their operations and achieve sustainable growth.



[Visit company website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&amp;secure%5Bad_slot%5D=category_product_list&amp;secure%5Bcategory_id%5D=179&amp;secure%5Bdisplayable_resource_id%5D=179&amp;secure%5Bdisplayable_resource_type%5D=Category&amp;secure%5Bmedium%5D=sponsored&amp;secure%5Bplacement_reason%5D=page_category&amp;secure%5Bplacement_resource_ids%5D%5B%5D=179&amp;secure%5Bprioritized%5D=false&amp;secure%5Bproduct_id%5D=880&amp;secure%5Bresource_id%5D=179&amp;secure%5Bresource_type%5D=Category&amp;secure%5Bsource_type%5D=category_page&amp;secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%3Fpage%3D2%26selected_view%3Dgrid&amp;secure%5Btoken%5D=e6191e5e1021f5d1d7266bca42deeee288b6547acb00b2dc91e16792309bed17&amp;secure%5Burl%5D=https%3A%2F%2Fwww.maximizer.com%2Findustry%2Fsales-rep-crm%2F&amp;secure%5Burl_type%5D=custom_url)

---

## Top-Rated Products (Ranked by G2 Score)
  ### 1. [Freshsales](https://www.g2.com/products/freshsales/reviews)
  Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1,189

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks)
- **Year Founded:** 2010
- **HQ Location:** San Mateo, CA
- **Twitter:** @FreshworksInc (19,012 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/freshworks-inc/ (7,344 employees on LinkedIn®)
- **Ownership:** NASDAQ: FRSH

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Business Development Manager
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 68% Small-Business, 27% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (104 reviews)
- Features (69 reviews)
- Helpful (56 reviews)
- Customer Support (53 reviews)
- Intuitive (42 reviews)

**Cons:**

- Missing Features (48 reviews)
- Limited Features (32 reviews)
- Limitations (28 reviews)
- Learning Curve (25 reviews)
- Limited Customization (21 reviews)

  ### 2. [LeadSquared Sales CRM](https://www.g2.com/products/leadsquared-sales-crm/reviews)
  LeadSquared is a Sales Automation SaaS platform helping 2000+ organizations globally to drive sales efficiency at scale. LeadSquared has built a global, best-in-class CRM platform that takes away the guesswork from sales execution and makes efficiency the focus of every customer interaction, no matter how complex the customer journey is. The software automatically captures leads from all your channels, manages them intelligently, and transfers them to the right teams (and people), ensuring zero lead leakage and zero missed opportunities. Businesses that have achieved growth with LeadSquared include higher education institutes, edtech, financial services, healthcare, and marketplaces, among others. The company is headquartered in Bengaluru, India, with a local presence, in the United States, the Philippines, South Africa, Australia, Singapore and Indonesia.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 279

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [LeadSquared](https://www.g2.com/sellers/leadsquared)
- **Year Founded:** 2011
- **HQ Location:** Bangalore
- **Twitter:** @LeadSquared (1,461 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2502171/ (1,145 employees on LinkedIn®)
- **Phone:** 848-248-4002

**Reviewer Demographics:**
  - **Who Uses This:** Inside sales specialist, Business Analyst
  - **Top Industries:** Education Management, Financial Services
  - **Company Size:** 54% Mid-Market, 28% Enterprise


#### Pros & Cons

**Pros:**

- Lead Management (36 reviews)
- Ease of Use (29 reviews)
- Lead Generation (25 reviews)
- Efficiency (17 reviews)
- Intuitive (16 reviews)

**Cons:**

- Slow Loading (14 reviews)
- Slow Performance (11 reviews)
- Learning Curve (10 reviews)
- Slow Speed (10 reviews)
- Technical Issues (10 reviews)

  ### 3. [Scoro](https://www.g2.com/products/scoro/reviews)
  Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM &amp; pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity &amp; resource planning – Plan ahead with live heatmaps and utilization forecasts - Time &amp; expense tracking – Log time with built-in timers and auto-populated timesheets - Cost &amp; profit forecasts – Understand margins with role or service-level insights - Billing &amp; invoicing – Automate time &amp; material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights &amp; actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 478

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Scoro](https://www.g2.com/sellers/scoro)
- **Company Website:** https://www.scoro.com
- **Year Founded:** 2013
- **HQ Location:** London
- **Twitter:** @ScoroSoftware (8,226 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/294623/ (143 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Project Manager, CEO
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 67% Small-Business, 24% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (55 reviews)
- Project Management (49 reviews)
- Project Tracking (44 reviews)
- Time Tracking (38 reviews)
- Task Management (35 reviews)

**Cons:**

- Learning Curve (28 reviews)
- Missing Features (13 reviews)
- Not Intuitive (13 reviews)
- Steep Learning Curve (12 reviews)
- Complexity (11 reviews)

  ### 4. [Zoho CRM Plus](https://www.g2.com/products/zoho-crm-plus-2018-12-06/reviews)
  Zoho CRM Plus is a unified customer experience platform that helps you bridge the gap between your sales, marketing, and customer service teams and deliver an exceptional customer experience. It combines sales automation, visitor tracking, intelligent chat bots, customer service, project management, email marketing, social media, customer surveys, built-in AI, and unified analytics—all on one platform.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 107

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho (137,047 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,531 employees on LinkedIn®)
- **Phone:** +1 (888) 900-9646 

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 52% Small-Business, 36% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (28 reviews)
- Efficiency (18 reviews)
- Integrations (16 reviews)
- Automation (15 reviews)
- Integration (15 reviews)

**Cons:**

- Learning Curve (23 reviews)
- Not Intuitive (9 reviews)
- Overwhelming Experience (9 reviews)
- Limited Customization (7 reviews)
- Overwhelming (7 reviews)

  ### 5. [Axonaut](https://www.g2.com/products/axonaut/reviews)
  Axonaut is a business management solution designed for small businesses that want to simplify and optimize their daily operations. At its core, Axonaut offers powerful invoicing features: generate branded quotes and invoices in seconds, convert quotes to invoices with one click, and track payments in real time. The platform also centralizes all your contacts, streamlines customer relationship management, and automates accounting tasks. With Axonaut, you can easily segment mailing lists for targeted email and SMS campaigns, and manage your team and payroll through an integrated Staff Registry. Axonaut stands out by combining efficiency, simplicity, and affordability to help small businesses save time and focus on growth.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 43

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Axonaut](https://www.g2.com/sellers/axonaut)
- **Company Website:** https://www.axonaut.com
- **Year Founded:** 2014
- **HQ Location:** Labège, FR
- **Twitter:** @axonaut1 (322 Twitter followers)
- **LinkedIn® Page:** https://fr.linkedin.com/company/axonaut (36 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Construction
  - **Company Size:** 93% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (2 reviews)
- Ease of Use (2 reviews)
- Feature Richness (2 reviews)
- Time Efficiency (1 reviews)
- Time-saving (1 reviews)

**Cons:**

- Learning Curve (1 reviews)

  ### 6. [folk](https://www.g2.com/products/folk-folk/reviews)
  folk is like the sales assistant your team never had. Our CRM is simple, integrated, and proactive. The tool of choice for over 3000+ award-winning service businesses around the world. folk does the busy work for you, so you can focus on building real relationship - Sync all your inboxes and centralize your history of interactions - Import contacts from anywhere on the web with our folkX extension - Find emails and contact details with 1-click Enrichment - Customize pipeline views and collaborate on deals as a team - Automate workflows with over 6,000+ integrations - Send messages, schedule multi-step sequences, and personalize faster with templates Client management is complicated enough, your CRM doesn’t have to be…


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 325

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 8.6/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [folk](https://www.g2.com/sellers/folk)
- **Year Founded:** 2020
- **HQ Location:** Distributed Team, FR
- **LinkedIn® Page:** https://www.linkedin.com/company/folkhq/about/ (61 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 97% Small-Business, 2% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (51 reviews)
- Simple (25 reviews)
- Contact Management (23 reviews)
- Customer Support (21 reviews)
- Integrations (21 reviews)

**Cons:**

- Missing Features (26 reviews)
- Limited Features (16 reviews)
- Integration Issues (11 reviews)
- Email Issues (10 reviews)
- Email Management (10 reviews)

  ### 7. [Oracle EBS CRM](https://www.g2.com/products/oracle-ebs-crm/reviews)
  Oracle E-Business Suite (EBS) Customer Relationship Management (CRM) is a comprehensive suite of applications designed to manage and enhance customer interactions across various channels. It integrates sales, marketing, and service functionalities to provide a unified approach to customer relationship management. By leveraging Oracle EBS CRM, organizations can streamline business processes, improve customer satisfaction, and drive revenue growth. Key Features and Functionality: - Sales Management: Automates the sales process, from lead generation to order fulfillment, ensuring efficient tracking and management of sales activities. - Marketing Automation: Facilitates the planning, execution, and analysis of marketing campaigns, enabling targeted outreach and improved marketing ROI. - Service Management: Provides tools for managing customer service operations, including call centers and field service, to deliver timely and effective support. - Order Capture and Quoting: Streamlines the order management process by integrating quoting and order capture functionalities, reducing errors and accelerating order processing. - Customer Data Management: Maintains a centralized repository of customer information, ensuring data consistency and providing a 360-degree view of customer interactions. Primary Value and Solutions Provided: Oracle EBS CRM addresses the need for a cohesive and integrated approach to managing customer relationships. By unifying sales, marketing, and service processes, it enables organizations to: - Enhance Customer Satisfaction: Deliver personalized and timely interactions, leading to improved customer loyalty and retention. - Increase Operational Efficiency: Automate and streamline business processes, reducing manual efforts and operational costs. - Drive Revenue Growth: Optimize sales and marketing strategies through data-driven insights, leading to increased sales opportunities and higher conversion rates. - Ensure Data Consistency: Maintain accurate and up-to-date customer information across all departments, facilitating informed decision-making and strategic planning. By implementing Oracle EBS CRM, organizations can achieve a holistic view of their customer interactions, leading to more effective engagement strategies and a competitive edge in the marketplace.


  **Average Rating:** 3.9/5.0
  **Total Reviews:** 230

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.4/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 8.4/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle (826,383 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (199,301 employees on LinkedIn®)
- **Ownership:** NYSE:ORCL

**Reviewer Demographics:**
  - **Top Industries:** Retail, Information Technology and Services
  - **Company Size:** 47% Enterprise, 32% Mid-Market


#### Pros & Cons

**Pros:**

- Integration (4 reviews)
- Seamless Integration (3 reviews)
- Customer Management (2 reviews)
- Customer Support (2 reviews)
- Efficiency (2 reviews)

**Cons:**

- Learning Curve (3 reviews)
- High Complexity (2 reviews)
- Limited Features (2 reviews)
- Not User-Friendly (2 reviews)
- Connectivity Issues (1 reviews)

  ### 8. [Salesmate](https://www.g2.com/products/salesmate/reviews)
  Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 107

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Salesmate](https://www.g2.com/sellers/salesmate)
- **Company Website:** https://www.salesmate.io
- **Year Founded:** 2016
- **HQ Location:** Charlotte, NC
- **Twitter:** @SalesmateIO (2,118 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/salesmate/about (34 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 77% Small-Business, 14% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (16 reviews)
- Ease of Use (16 reviews)
- Features (14 reviews)
- Helpful (12 reviews)
- Automation (9 reviews)

**Cons:**

- Integration Issues (4 reviews)
- Limited Features (4 reviews)
- Missing Features (4 reviews)
- Learning Curve (3 reviews)
- Not Intuitive (3 reviews)

  ### 9. [Nimble CRM](https://www.g2.com/products/nimble/reviews)
  Nimble is a relationship-focused CRM for your entire team. With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler. Nimble effortlessly integrates with both Microsoft 365 and Google Workspace, gathering contacts and leads from all your platforms, while our automation tools handle the busy work. Focus on what matters most – growing your business and nurturing relationships, as Nimble streamlines your workflow for maximum productivity.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1,059

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Nimble](https://www.g2.com/sellers/nimble)
- **Year Founded:** 2008
- **HQ Location:** Santa Monica, CA
- **Twitter:** @Nimble (16,003 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/nimblecrm/ (64 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, President
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 75% Small-Business, 16% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (35 reviews)
- Integrations (21 reviews)
- Helpful (20 reviews)
- Intuitive (19 reviews)
- Customer Support (17 reviews)

**Cons:**

- Missing Features (13 reviews)
- Limited Features (9 reviews)
- Expensive (8 reviews)
- Integration Issues (6 reviews)
- Limited Customization (6 reviews)

  ### 10. [Salesflare](https://www.g2.com/products/salesflare/reviews)
  Salesflare is the intelligent CRM that small and medium-sized businesses selling B2B love to use. It&#39;s a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you&#39;re in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can&#39;t fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers. Salesflare works wherever you work and with whatever you are working with. Use it on desktop, mobile or just from a sidebar straight from your email inbox (Gmail and Outlook) and LinkedIn. Get even more out of Salesflare by integrating with 5000+ other productivity tools, such as Google Workspace, MailChimp, Trello and Slack.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 303

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Salesflare](https://www.g2.com/sellers/salesflare)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **Twitter:** @salesflare (6,989 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Co-Founder
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 78% Small-Business, 15% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (20 reviews)
- Helpful (14 reviews)
- Features (12 reviews)
- Time-saving (11 reviews)
- Automation (10 reviews)

**Cons:**

- Missing Features (11 reviews)
- Limited Features (7 reviews)
- Feature Issues (3 reviews)
- Limited Customization (3 reviews)
- Limited Reporting (3 reviews)

  ### 11. [Knack](https://www.g2.com/products/knack/reviews)
  Knack is an AI-powered no-code platform for building custom, database-driven applications, internal tools, and portals. Businesses use Knack to create systems that manage data, automate workflows, and support day-to-day operations, all in one place. The platform combines a built-in relational database, AI app builder, customizable forms, and workflow automation. Users can define their data model, create user roles, and control access with granular permissions. Applications can be deployed as internal tools or external portals, and embedded into existing websites. Knack supports a wide range of use cases, including customer and vendor portals, custom CRMs, project and task management systems, inventory tracking, logistics and supply chain tools, membership and volunteer management, and government operations. Teams can start from scratch, from a template, or use AI to build fully custom applications tailored to their processes. Knack&#39;s healthcare-specific offering, Knack Health, allows organizations to build secure, HIPAA-compliant applications for patient intake, scheduling, care coordination, and operational workflows. The platform supports role-based permissions, record history logs, and secure data handling for protected health information (PHI), with a signed business associate agreement (BAA) available for covered entities. For more advanced use cases, developers can extend applications using a REST API, custom CSS, and JavaScript. Knack also supports integrations with 500+ third-party tools to fit into existing workflows. Knack is designed for flexibility and scale, making it a fit for SMBs, nonprofits, and enterprise teams that need systems tailored to how their business actually operates.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 110

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Knack](https://www.g2.com/sellers/knack)
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **Twitter:** @knackhq (1,926 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/knackhq (90 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Construction, Information Technology and Services
  - **Company Size:** 56% Small-Business, 32% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (15 reviews)
- Intuitive (9 reviews)
- Easy Setup (8 reviews)
- Customer Support (7 reviews)
- Ease of Learning (7 reviews)

**Cons:**

- Missing Features (10 reviews)
- Feature Limitations (6 reviews)
- Limited Customization (6 reviews)
- Limited Features (5 reviews)
- Slow Performance (4 reviews)

  ### 12. [Kylas Sales CRM](https://www.g2.com/products/kylas-sales-crm/reviews)
  Kylas Growth Engine is an ecosystem of technology products, with a Sales CRM at its core, to help Growing Businesses scale with expertise. Kylas is an enterprise-grade Sales CRM software uniquely designed for Growing Businesses. The product helps businesses streamline their sales efforts, manage leads efficiently with a centralized system, nurture them effectively, and close deals faster to drive sustainable growth. Kylas provides advanced features like built-in WhatsApp messaging, field sales tracking, pipeline management, sales automation, and more, empowering teams to work smarter and achieve their sales goals efficiently. Kylas offers a Unique Pricing Framework- It&#39;s Elevate Plan is available for Flat USD 250 / month which includes 1. Unlimited Users 2. All Sales CRM Features 3. Robust Onboarding &amp; Training Program 4. Timely Support 5. AI Features


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 501

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Kylas Growth Engine](https://www.g2.com/sellers/kylas-growth-engine)
- **Year Founded:** 2020
- **HQ Location:** Pune, Maharashtra
- **Twitter:** @Kylas90134359 (21 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/kylas/ (81 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Founder, Sales Manager
  - **Top Industries:** Education Management, Financial Services
  - **Company Size:** 52% Small-Business, 45% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (38 reviews)
- User-Friendly (31 reviews)
- Lead Management (25 reviews)
- Customer Support (16 reviews)
- Task Management (16 reviews)

**Cons:**

- Integration Issues (14 reviews)
- Missing Features (13 reviews)
- Slow Loading (12 reviews)
- Bugs (9 reviews)
- Limited Customization (8 reviews)

  ### 13. [Salestarget.ai](https://www.g2.com/products/salestarget-ai/reviews)
  Find &amp; Enrich with 840M+ profiles. Validate contacts. Reach buyers on Email and LinkedIn. Close with a CRM built for salespeople — Power Dialer included. SalesTarget.ai is an AI-powered Sales Intelligence Operating System (Sales OS) built for outbound-driven B2B companies, agencies, and modern revenue teams. It centralizes every stage of the sales workflow — from data intelligence and enrichment to outreach, pipeline management, and AI assistance — eliminating the need for multiple disconnected tools. At its core is the Intelligence Engine: a unified lead enrichment and prospecting platform powered by 840M+ profiles, 150M+ company entities, 4,000+ data signals, and 50+ premium data providers. Discover and enrich any prospect with firmographic, technographic, contact, and behavioural data — including real-time intent signals that surface in-market buyers before your competitors do. Cold Email Outreach helps revenue teams scale personalized campaigns with smart sending, warm-up sequences, advanced spintax, unified inbox, and deliverability-optimized workflows. Power Dialer gives sales reps the ability to auto-dial sequentially through call lists directly from the CRM — maximizing talk time, eliminating manual dialing, and keeping every call logged and tracked in one place. LinkedIn Automation extends reach across channels with connection requests, InMail sequences, profile engagement, and drip follow-ups — all coordinated with email and phone for true multichannel prospecting. Built-in Email Validation cleans and verifies every contact before outreach, reducing bounce rates and protecting sender reputation. An integrated CRM manages the full pipeline — deals, touchpoints, call logs, tasks, and team collaboration — without needing an external tool. AI Co-pilot ties everything together. Through simple chat commands, it finds leads, builds sequences, launches campaigns, summarizes analytics, and audits performance in real time. SalesTarget.ai: Intelligence → Enrichment → Validation → Email → Power Dialer → LinkedIn → CRM → AI Co-pilot. One platform. Infinite scale.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 33

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Salestarget LLC](https://www.g2.com/sellers/salestarget-llc)
- **Year Founded:** 2024
- **HQ Location:** Newark, US
- **Twitter:** @Salestargetai (17 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/salestarget-ai (27 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, CTO
  - **Top Industries:** Information Technology and Services
  - **Company Size:** 55% Small-Business, 45% Mid-Market


#### Pros & Cons

**Pros:**

- Effective (27 reviews)
- Efficiency (25 reviews)
- Ease of Use (23 reviews)
- Time-saving (23 reviews)
- Lead Generation (22 reviews)

**Cons:**

- Incomplete Information (13 reviews)
- Learning Curve (13 reviews)
- Campaign Management (10 reviews)
- Inadequate Reporting (10 reviews)
- Learning Difficulty (10 reviews)

  ### 14. [Snov.io](https://www.g2.com/products/snov-io/reviews)
  Snov.io is a B2B lead generation and multichannel outreach automation platform designed to help sales and marketing teams improve reply rates and manage outbound campaigns more efficiently. From finding verified leads to launching automated email and LinkedIn campaigns, Snov.io streamlines the outbound process in one unified workspace. With Snov.io, you can: - Discover and verify high-quality B2B leads - Build targeted lead lists with AI-powered prospecting - Set up and manage email infrastructure - Automate multichannel outreach campaigns (email and LinkedIn) - Track engagement and manage pipelines in a built-in CRM - Optimize deliverability and scale outbound campaigns Snov.io combines lead generation, outreach automation, and deal management into one platform - helping sales managers, business owners, marketing managers, and C-level executives manage pipeline growth without relying on multiple disconnected tools. Whether you&#39;re a growing startup or an established B2B company, Snov.io supports scalable outbound systems focused on generating conversations and improving engagement.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 477

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.2/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 8.4/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Snovio](https://www.g2.com/sellers/snovio)
- **Year Founded:** 2017
- **HQ Location:** New York
- **Twitter:** @snov_io (2,582 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18052485/ (210 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Marketing Manager, CEO
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 72% Small-Business, 26% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (139 reviews)
- Customer Support (81 reviews)
- Helpful (75 reviews)
- Lead Generation (62 reviews)
- Features (48 reviews)

**Cons:**

- Email Issues (39 reviews)
- Email Management (26 reviews)
- Missing Features (26 reviews)
- Expensive (22 reviews)
- Learning Curve (20 reviews)

  ### 15. [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews)
  SuperOffice CRM is a customer relationship management solution designed to help businesses foster sustainable customer relationships. Tailored specifically for B2B professionals, SuperOffice equips organizations with the necessary tools and insights to effectively understand and respond to customer needs. Available on both desktop and mobile platforms, this CRM solution streamlines the customer journey, enhances personalized communication, and ultimately boosts customer satisfaction, regardless of location. Targeted primarily at European businesses with 50 to 500 employees, SuperOffice CRM is particularly beneficial for sales teams, marketing departments, and customer service representatives. These professionals require a centralized platform to manage interactions and data, making SuperOffice an ideal choice for organizations aiming to improve productivity and prioritize customer engagement. The software supports a wide range of use cases, including tracking sales leads, managing marketing campaigns, providing customer support, and analyzing customer feedback, making it an essential tool for any organization focused on a customer-centric approach. Key features of SuperOffice CRM include robust contact management, sales automation, and advanced reporting capabilities. The contact management system allows users to efficiently store and organize customer information, ensuring easy access to crucial data when needed. Sales automation tools streamline the sales process by automating repetitive tasks, enabling sales professionals to concentrate on relationship-building rather than administrative duties. Additionally, the reporting features deliver valuable insights into customer behavior and sales performance, empowering teams to make informed, data-driven decisions. The Board view feature allows sales representatives and managers to maintain an overview of all sales activities, facilitating quicker sales cycles. For marketers, SuperOffice CRM enhances the customer journey through automated lead management and workflows, utilizing smart triggers to optimize marketing efforts. The platform also supports AI-powered content creation, enabling users to generate personalized images, copy, and calls-to-action (CTAs). This capability allows marketers to strengthen relationships and maintain effective communication at every customer touchpoint. Service teams can leverage SuperOffice CRM to provide efficient and consistent support by unifying customer information and interaction history. The organized request management system categorizes inquiries clearly, speeding up response times. Features such as autoreplies and response templates further enhance communication efficiency, while built-in reporting and analytics offer insights to continuously improve service quality. SuperOffice CRM stands out as a versatile and powerful tool that addresses the diverse needs of businesses looking to enhance their customer relationships.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 158

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.3/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [SuperOffice AS](https://www.g2.com/sellers/superoffice-as)
- **Company Website:** https://www.superoffice.com
- **Year Founded:** 1990
- **HQ Location:** Oslo, Oslo
- **Twitter:** @SuperOffice (780 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/superoffice-as/ (319 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Wholesale, Computer Software
  - **Company Size:** 59% Small-Business, 34% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (31 reviews)
- Intuitive (13 reviews)
- Customer Support (12 reviews)
- Helpful (11 reviews)
- User-Friendly (11 reviews)

**Cons:**

- Bugs (5 reviews)
- Time-Consuming (5 reviews)
- Integration Issues (4 reviews)
- Missing Features (4 reviews)
- Connectivity Issues (3 reviews)

  ### 16. [SuiteDash](https://www.g2.com/products/suitedash/reviews)
  More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they&#39;ve spent far too much time &amp; money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 597

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [SuiteDash](https://www.g2.com/sellers/suitedash)
- **Year Founded:** 2012
- **HQ Location:** Research Triangle Park, NC
- **Twitter:** @SuiteDash (1,178 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/suitedash/ (16 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, CEO
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 98% Small-Business, 1% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (20 reviews)
- Features (20 reviews)
- Easy Setup (17 reviews)
- Automation (16 reviews)
- Customization (16 reviews)

**Cons:**

- Learning Curve (24 reviews)
- Steep Learning Curve (18 reviews)
- Learning Difficulty (9 reviews)
- Complex Setup (6 reviews)
- Limited Customization (5 reviews)

  ### 17. [Ricochet360](https://www.g2.com/products/speed-to-contact-llc-ricochet360/reviews)
  Ricochet360 is the All-in-One Auto Dialer, CRM/Lead Management, and Marketing Automation Platform designed for both inbound &amp; outbound agents looking for a competitive advantage by enabling them to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate 95% of their daily workflows.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 19

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 7.2/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 8.1/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Speed to Contact](https://www.g2.com/sellers/speed-to-contact)
- **Year Founded:** 2010
- **HQ Location:** El Segundo, CA
- **Twitter:** @speedtocontact (520 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1873214 (64 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Mid-Market, 40% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (2 reviews)
- Easy Integration (2 reviews)
- Lead Management (2 reviews)
- User-Friendly (2 reviews)
- Automation (1 reviews)

**Cons:**

- Complex Setup (1 reviews)
- Dashboard Issues (1 reviews)
- Image Management (1 reviews)
- Lead Management (1 reviews)
- Limited Customization (1 reviews)

  ### 18. [Softr](https://www.g2.com/products/softr/reviews)
  Softr is the leading AI platform for building business software — including apps, databases, workflow automation, and forms — without code. Most teams are held back by fragmented systems: work is scattered across spreadsheets, docs, messages, and tools that don&#39;t connect. Softr replaces that fragmentation with a single platform for building software tailored to your exact workflows and business logic — without waiting on developers, IT, or outside help. Start with the AI app builder, then switch to visual editing anytime. Add features, adjust logic, and make changes yourself as your business evolves. No technical overhead, no tickets, no waiting. With Softr, you can build client portals, internal tools, CRMs, project trackers, dashboards, employee intranets, inventory management systems, partner portals, ERP systems, lead capture forms, and more. Key features: - All-in-one platform: Build and connect apps, databases, workflow automation, and forms in a single platform, without having to switch between tools. - Native databases and 17+ data source integrations: Store and manage data in Softr Databases, or sync in real time with external sources, including Airtable, HubSpot, Notion, monday.com, Coda, ClickUp, Google Sheets, SQL data sources, and more. - Production-ready infrastructure: User management, hosting, and security are built in from day one, making your apps ready to deploy securely. - AI-powered building: Describe what you need in plain language and get a working app, then customize visually without writing code. - Custom user groups and granular permissions: Control exactly who can see, access, and edit what across your apps. - Built to scale: Add features, make changes, and grow your software as your business evolves, all without technical debt or developer dependencies. Softr is used by operations, HR, finance, sales, customer success, and business teams at organizations of all sizes, as well as agencies and consultants who need professional, branded software without hiring a developer. Trusted by 1M+ organizations worldwide, from Fortune 500s to fast-growing startups.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 655

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.0/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Softr](https://www.g2.com/sellers/softr)
- **Company Website:** https://softr.io/
- **Year Founded:** 2020
- **HQ Location:** Berlin, DE
- **Twitter:** @softr_io (15,553 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/softr/ (69 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Founder, CEO
  - **Top Industries:** Computer Software, Marketing and Advertising
  - **Company Size:** 87% Small-Business, 7% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (197 reviews)
- Customer Support (133 reviews)
- Easy Setup (104 reviews)
- Integrations (99 reviews)
- Easy Integration (95 reviews)

**Cons:**

- Limited Customization (88 reviews)
- Missing Features (78 reviews)
- Limited Features (71 reviews)
- Limitations (39 reviews)
- Expensive (34 reviews)

  ### 19. [AllClients](https://www.g2.com/products/allclients/reviews)
  The #1 Client Management and Marketing Automation System for very small businesses.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 34

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 9.5/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [AllClients](https://www.g2.com/sellers/allclients)
- **Year Founded:** 2004
- **HQ Location:** Sparks, Nevada
- **Twitter:** @allclients (317 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/allclients/ (6 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Insurance
  - **Company Size:** 69% Small-Business, 19% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (9 reviews)
- Customer Support (6 reviews)
- Email Marketing (4 reviews)
- Simplicity (4 reviews)
- Affordable (3 reviews)

**Cons:**

- Integration Issues (2 reviews)
- Limited Features (2 reviews)
- Limited Integrations (2 reviews)
- Expensive (1 reviews)
- Feature Issues (1 reviews)

  ### 20. [Flowlu](https://www.g2.com/products/flowlu/reviews)
  Flowlu is a cloud-based business management platform designed to help teams plan, track, and optimize their work in a single, centralized workspace. It provides a suite of tools for project management, CRM, task tracking, financial management, team collaboration, and knowledge sharing. Flowlu is built to streamline operations, improve productivity, and ensure seamless communication across teams, making it an ideal solution for businesses of all sizes, from startups to large enterprises. Flowlu supports organizations across various industries by offering tools to: Manage projects efficiently with task assignments, deadlines, progress tracking, and automated workflows. Streamline sales processes with an integrated CRM, pipeline management, and automated follow-ups. Optimize financial operations through invoicing, expense tracking, budgeting, and revenue forecasting. Enhance team collaboration with real-time communication, shared workspaces, and internal chat. Store and distribute knowledge with an internal and external knowledge base for easy access to critical information. Key Features &amp; Benefits Project Management: Utilize Kanban boards, Gantt charts, and task dependencies for structured planning and execution. CRM &amp; Sales Automation: Track leads, manage opportunities, and set up automated workflows for follow-ups and deal tracking. Financial Management: Create invoices, process payments, monitor expenses, and gain real-time insights into business profitability. Customization: Personalize workflows, dashboards, reports, and fields to fit specific business needs. Time Tracking &amp; Workload Management: Monitor time spent on tasks and balance workloads to enhance team efficiency. Client Portal: Securely share project updates, invoices, and documents with clients for smooth communication. Who Can Benefit from Flowlu? Flowlu is designed for small to mid-sized businesses, agencies, freelancers, and enterprises that need an all-in-one platform to manage their projects, finances, and client relationships. It is particularly valuable for service-based businesses, consulting firms, IT companies, creative agencies, and product development teams looking to improve efficiency and organization. By centralizing essential business operations, Flowlu eliminates the need for multiple disconnected tools, enabling teams to stay organized, productive, and focused on achieving their goals.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 193

**User Satisfaction Scores:**

- **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 &amp; Account Management:** 9.6/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Cloud22](https://www.g2.com/sellers/cloud22)
- **Year Founded:** 2016
- **HQ Location:** Dubai
- **Twitter:** @Flowlusoft (190 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/flowlu (9 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Owner
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 89% Small-Business, 9% Mid-Market


#### Pros & Cons

**Pros:**

- Efficiency (2 reviews)
- Intuitive Interface (2 reviews)
- Affordable (1 reviews)
- All-in-one (1 reviews)
- Automation (1 reviews)


  ### 21. [Maximizer](https://www.g2.com/products/maximizer/reviews)
  Maximizer is a customer relationship management (CRM) solution designed to help businesses enhance their visibility into activities that drive success and maintain control over critical opportunities. This adaptable platform caters to organizations of various sizes and industries, with specific offerings for financial services and sales professionals. Maximizer offers a comprehensive suite of tools that improve revenue-generating processes, monitor performance, and facilitate informed decision-making. By focusing on customization and ease of use, Maximizer empowers users to configure the system and tailor it to their specific needs without requiring extensive IT support or developer resources. Maximizer provides services to a diverse customer base, including financial services professionals such as financial advisors, wealth managers, investment planners, insurance brokers, mortgage brokers, small- and medium-sized sales teams across multiple industries , marketing professionals, and customer service teams. With a flexible, adaptable design that allows businesses to build successful processes that align with their unique workflows, users can easily configure the CRM to track revenue-generating activities. This ease of customizations ensures that teams can remain focused on the initiatives that contribute to increasing pipeline and revenue. This level of customization enhances user experience and also fosters a culture of accountability and performance within organizations. Key features include robust monitoring capabilities that provide insights into business health. Users can visualize and report on performance metrics and trends, enabling them to identify areas for improvement and capitalize on growth opportunities. The platform&#39;s AI-driven insights further improve decision-making by surfacing timely actions that can lead to strategic advantages. This combination of data visualization and intelligent recommendation helps businesses stay agile in a competitive landscape. The benefits of using Maximizer extend beyond functionality. By offering a user-friendly interface and customizable features, the platform minimizes the learning curve for new users, allowing teams to adopt the system quickly without the need for additional resources from other departments. Additionally, the integration of AI technology ensures that users receive actionable insights that can significantly impact their strategic planning and execution. This proactive approach to CRM not only enhances operational efficiency but also strengthens customer relationships, ultimately driving long-term success for businesses. Maximizer stands out in the CRM category, particularly for financial services and sales professionals, by providing a flexible, user-centric solution that adapts to the unique needs of each organization. Its focus on visibility, customization, and AI-driven insights positions it as a valuable tool for businesses looking to optimize their operations and achieve sustainable growth.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 645

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.6/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 7.4/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Maximizer Software](https://www.g2.com/sellers/maximizer-software)
- **Company Website:** https://www.maximizer.com/
- **Year Founded:** 1987
- **HQ Location:** Vancouver, Canada
- **Twitter:** @maximizercrm (3,121 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/maximizercrm/about (151 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Financial Advisor, Administrative Assistant
  - **Top Industries:** Financial Services, Investment Management
  - **Company Size:** 73% Small-Business, 19% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (51 reviews)
- Lead Management (38 reviews)
- Task Management (38 reviews)
- Customer Management (36 reviews)
- Organization Efficiency (35 reviews)

**Cons:**

- Learning Curve (27 reviews)
- Integration Issues (21 reviews)
- Missing Features (18 reviews)
- Not Intuitive (16 reviews)
- Slow Loading (15 reviews)

  ### 22. [Streak](https://www.g2.com/products/streak/reviews)
  Streak is the only CRM built entirely inside of Gmail. Streak turns your Gmail inbox into a powerful CRM where you can manage your entire business. Manage any workflow inside of Gmail including sales, customer support, hiring, dealflow, projects, and much more. Streak makes collaboration easy by automatically sharing emails, notes, and call logs so one team member can pick up where another left off. In addition to core CRM features, all plans include a powerful set of email tools including email tracking, email templates, mail merge, and email sharing.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 260

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Streak](https://www.g2.com/sellers/streak)
- **Year Founded:** 2011
- **HQ Location:** San Francisco, CA
- **Twitter:** @Streak (7,438 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10177683/ (37 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Engineer, Owner
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 74% Small-Business, 14% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (9 reviews)
- Easy Tracking (7 reviews)
- Gmail Integration (7 reviews)
- Email Tracking (5 reviews)
- Integration (5 reviews)

**Cons:**

- Learning Curve (4 reviews)
- Limited Features (4 reviews)
- Missing Features (3 reviews)
- Email Issues (2 reviews)
- Inadequate Analytics (2 reviews)

  ### 23. [SendPulse](https://www.g2.com/products/sendpulse/reviews)
  SendPulse is an all-in-one marketing automation platform designed to help you streamline your sales and marketing efforts from start to finish and scale your business. SendPulse features include: - bulk email and SMS service; - sales pipeline automation; - transactional emails; - Facebook Messenger, Instagram, Telegram, and WhatsApp chatbot builder; - web push notification service; - website builder; - live chat builder; - CRM system; - online course builder and LMS. No matter which SendPulse service you choose to work with, it will feature our platform&#39;s core components: intuitive, no-code interface; user-friendly drag-and-drop builder with extensive customization options; seamless integration of individual services within the platform; and advanced marketing and sales automation capabilities. You can seamlessly combine all services into a unified system to create automated sales pipelines. SendPulse’s online course builder integrates various marketing and sales automation tools, allowing you to effortlessly engage new students, nurture relationships with your existing audience, and effectively monetize your expertise. SendPulse is always available on your smartphone, enabling you to launch marketing campaigns, interact with your chatbot subscribers, and manage your audience from anywhere. Online courses created with SendPulse&#39;s course builder are also accessible on mobile devices. Education by SendPulse is a user-friendly app that allows students to create and edit their profiles, enroll in courses, track their learning progress, and communicate with instructors. You only need a smartphone or tablet to register, create a student account, and successfully start and complete your training. SendPulse offers a wide range of comprehensive, seamlessly integrated marketing solutions. Our core objective is to optimize marketers’ and business owners’ workflows and empower them to drive company growth through more efficient sales and marketing processes. With SendPulse, you can efficiently: - Build and segment your audience. - Manage all your sales and marketing activities from a single platform. - Track and analyze the effectiveness of your deals. - Make data-driven decisions based on actionable insights. - Boost your sales through personalized messaging tailored to subscribers across every stage of your sales funnel. SendPulse offers unlimited email campaigns, 24/7 live support, exceptional deliverability, and detailed reporting on every pricing plan. Our free plan includes 15,000 emails per month, while paid subscriptions start at just $9.85 per month.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 679

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 8.4/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [SendPulse](https://www.g2.com/sellers/sendpulse)
- **Year Founded:** 2015
- **HQ Location:** New York
- **Twitter:** @SendPulseCom (2,198 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9359878/ (184 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 90% Small-Business, 9% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (61 reviews)
- Automation (41 reviews)
- Easy Setup (34 reviews)
- Customer Support (33 reviews)
- Features (33 reviews)

**Cons:**

- Missing Features (26 reviews)
- Limited Features (18 reviews)
- Learning Curve (17 reviews)
- Limited Options (17 reviews)
- Expensive (16 reviews)

  ### 24. [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews)
  Constant Contact Advanced Automation helps you send the right message at the right time. From Social to SMS and email to ecommerce, we deliver tools to help you build deeper relationships with your audience. Our powerful digital marketing platform helps you be more efficient with your marketing so you can focus on your building your business. Engage Your Audience where They are with Multi-Channel Campaigns - Create comprehensive marketing campaigns with just a few clicks. Our Campaign Builder tool will help you launch a multi-channel campaign across email, social, and SMS to help you achieve your goals. Get Started Fast With Pre-Built Automation Templates - Setup your automations quickly with pre-built automation templates to help you send timely SMS and email messages. Easily Manage Your Contacts - Manage customer segments automatically using customer tags. Then, trigger automations based on how customers engage with your businesses. Automate Your Messaging - Deliver timely, relevant content with SMS and email marketing automation using our drag-and-drop Automation Path Builder. Make sure that your audience receives the right message, at the right time: automatically. Learn more at www.constantcontact.com


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 932

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Constant Contact](https://www.g2.com/sellers/constant-contact-5aaee82b-8325-4eeb-b7b7-15fada778076)
- **Company Website:** https://www.constantcontact.com/home
- **Year Founded:** 1995
- **HQ Location:** Waltham, US
- **Twitter:** @ConstantContact (67,239 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/constant-contact/ (1,147 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, Marketing Manager
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 81% Small-Business, 17% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (56 reviews)
- Email Marketing (42 reviews)
- Automation (35 reviews)
- Automation Features (28 reviews)
- Easy Creation (28 reviews)

**Cons:**

- Limited Customization (24 reviews)
- Missing Features (24 reviews)
- Limited Features (22 reviews)
- Editing Issues (13 reviews)
- Email Management (13 reviews)

  ### 25. [Oracle CRM On Demand](https://www.g2.com/products/oracle-crm-on-demand/reviews)
  Oracle&#39;s Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 92

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 6.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.6/10 (Category avg: 8.5/10)
- **Contact &amp; Account Management:** 7.7/10 (Category avg: 8.7/10)
- **Opportunity &amp; Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle (826,383 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (199,301 employees on LinkedIn®)
- **Ownership:** NYSE:ORCL

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 54% Enterprise, 47% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (2 reviews)
- Easy Integration (2 reviews)
- Customer Support (1 reviews)
- Easy Access (1 reviews)
- Easy Implementation (1 reviews)

**Cons:**

- Limited Customization (2 reviews)
- Not Intuitive (2 reviews)
- Integration Issues (1 reviews)
- Not User-Friendly (1 reviews)
- Slow Performance (1 reviews)



## Parent Category

[Sales Tools](https://www.g2.com/categories/sales-tools)



## Related Categories

- [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)
- [Email Tracking Software](https://www.g2.com/categories/email-tracking)
- [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)



---

## Buyer Guide

### 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&#39;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&#39;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&#39;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 &amp; account management: Store customer data and manage interactions centrally.
- Opportunity &amp; pipeline management: Track sales deals through each stage from lead to close.
- Task &amp; activity management: Schedule tasks, assign deadlines, and track activities.
- Lead management: Capture, qualify, and manage leads throughout the sales process
- Email marketing &amp; campaign management: Create, launch, and measure email and multi-channel campaigns.
- Reporting &amp; dashboards: Visualize performance and trends through intuitive dashboards and customizable reports.
- Mobile &amp; social integration: Access CRM on mobile devices; engage customers through social media channels.
- Workflow automation: Automate repetitive tasks and streamline business processes.
- Customer support &amp; 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 &amp; 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 &amp; 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 &amp; 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 &amp; 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 &amp; 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 &amp; 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 &amp; 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&#39;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:&amp;nbsp;

1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews)&amp;nbsp;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)&amp;nbsp;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)&amp;nbsp;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 &amp; 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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;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&#39;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&amp;nbsp;_[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen)

_Reviewed and edited by&amp;nbsp;_[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)




