# Best CRM Software - Page 2

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,088

### Category Stats (Aug 2026)

- **Average Rating:** 4.39/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** PipelinePRO (+52.73%) - Among all products in this category, PipelinePRO recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 121,900+ Authentic Reviews
- 1,088+ Products
- Unbiased Rankings

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

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

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

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=activecampaign&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm)

**Sponsored**

### Attio

Attio is the AI CRM for the next era of companies. Built to adapt to any business, Attio gives companies the power to understand every customer, automate at scale, and create go-to-market systems exactly as they need. Thousands of companies, including category-defining AI leaders and startups, use Attio to power their go-to-market. ------------------------ Key features: - AI for how you already work. Ask Attio to find, update, or create in plain English. - Connect your agents to your CRM. Attio's MCP server plugs into any AI tool so your agents can read, write, and act on live customer context. - A CRM that fits your business. Model any GTM motion with our flexible data model, custom objects, and relationships tailored for your team. - Automate the work behind the deal. Powerful workflows route leads, manage deals, and keep your pipeline moving. - Stop chasing stale data. Attio enriches contact and company records automatically, so your team never wastes time on dead emails, outdated titles, or missing context. - Real-time performance. Live dashboards and advanced reporting give revenue teams instant visibility into pipeline, activity, and trends. - Keep the conversation going. Record meetings, generate AI summaries, and sync key insights directly to your CRM. - Connect the tools your team loves. Attio stays in sync across your entire stack with a growing library of integrations and a Developer Platform to create your own. Getting started with Attio is fast. Set up your CRM in minutes by syncing your email and calendar to build a complete system without manual data entry. ------------------------ Join the thousands of companies already using Attio to power their growth. See what Attio can do for you at attio.com

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-03T21%3A15%3A04Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=166178&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%3Fpage%3D2%26tag%3Dcontent%252525252525252520ideas&secure%5Btoken%5D=cd61d5b48d3f7b77024e7dca39df99e89c08c2872de9046fffdc0524f25c739b&secure%5Burl%5D=https%3A%2F%2Fattio.com%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2_ads&secure%5Burl_type%5D=custom_url)

### [Oracle Sales Cloud](https://www.g2.com/products/oracle-sales-cloud/reviews)

Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance. The key elements of Oracle Sales Cloud's SFA solution are vast. They include: • Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools • A comprehensive partner relationship management offering to manage channel sales and partner management • Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation • Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence • A customer data management system to ensure clean, consolidated and complete customer information. With rich functional capabilities and a comprehensive feature set, Oracles Sales Cloud provides a more modern approach to sales execution.

**Average Rating:** 3.9/5.0

**Total Reviews:** 141

#### How Do G2 Users Rate Oracle Sales Cloud?

- **Has the product been a good partner in doing business?:** 7.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle Sales Cloud?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 48% Large, 39% Medium

#### What Do G2 Reviewers Say About Oracle Sales Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **seamless integration** of Oracle Sales Cloud with other systems, enhancing data consistency and operational efficiency.
- Users commend the **feature richness** of Oracle Sales Cloud, enhancing their CRM experience with flexible tools and integrations.
- Users appreciate the **user-friendly interface** of Oracle Sales Cloud, enhancing their experience with seamless functionality and mobile access.
- Users appreciate the **responsive customer support** of Oracle Sales Cloud, ensuring smooth operations and effective assistance.
- Users find Oracle Sales Cloud to be **very easy to use** , appreciating its simple interface and mobile accessibility.

##### Cons

- Users find a **steep learning curve** with Oracle Sales Cloud, making initial navigation and adoption challenging.
- Users find the **high complexity** of Oracle Sales Cloud challenging, especially during initial implementation and for new users.
- Users find the **interface not user-friendly** , experiencing complexity and a steep learning curve, affecting overall adoption.
- Users often experience **slow performance** with Oracle Sales Cloud, particularly when handling large datasets or running complex reports.
- Users experience **limited data availability** and unpredictable behavior while uploading JPEG files in Oracle Sales Cloud.

#### What Are Recent G2 Reviews of Oracle Sales Cloud?

**["Streamlines Customer Management and Helps Spot Potential Customers"](https://www.g2.com/survey_responses/oracle-sales-cloud-review-13120235)**

**Rating:** 5.0/5.0 stars

_— LaTonya M._

[Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-13120235)

**["Centralized Sales Visibility and Automation with Strong Analytics in Oracle Sales Cloud"](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276)**

**Rating:** 4.5/5.0 stars

_— Natalie H._

[Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276)

#### What Are G2 Users Discussing About Oracle Sales Cloud?

- [Is Salesforce an Oracle product?](https://www.g2.com/discussions/is-salesforce-an-oracle-product) - 2 comments
- [Is Oracle CRM cloud based?](https://www.g2.com/discussions/is-oracle-crm-cloud-based)
- [What is Oracle Sales Cloud?](https://www.g2.com/discussions/what-is-oracle-sales-cloud) - 1 comment
- [What is Oracle engagement cloud?](https://www.g2.com/discussions/what-is-oracle-engagement-cloud) - 1 comment

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

Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support.

**Average Rating:** 4.7/5.0

**Total Reviews:** 503

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

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

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

- **Seller:** [Capsule](https://www.g2.com/sellers/capsule-e141d0ba-26b3-4a7a-ae6c-2531a3dc3de4)
- **Company Website:** capsulecrm.com
- **Year Founded:** 2007
- **HQ Location:** Manchester, GB
- **Twitter:** @CapsuleCRM  
5,249 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2069cf115d88637dd34d8e826d5843bf88fb6e8d8a66ed7764a7d98f3e237080&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F200221%2F&secure%5Burl_type%5D=linkedin_company_website)  
54 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director, Owner
- **Top Industries:** Consulting, Marketing and Advertising
- **Company Size:** 92% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Capsule CRM to be **very easy to use** , making it ideal for beginners and small businesses.
- Users commend the **responsive customer support** of Capsule CRM, appreciating quick resolutions and helpful interactions.
- Users find Capsule CRM to be **exceptionally user-friendly** , simplifying daily tasks and enhancing team collaboration effectively.
- Users appreciate the **simplicity** of Capsule CRM, enabling quick setup and effortless navigation for enhanced productivity.
- Users find Capsule CRM's **task management features** invaluable for organizing workflows and enhancing productivity.

##### Cons

- Users find the **missing features** like workflows and archiving limit Capsule CRM's effectiveness and usability.
- Users find the **limited customization** in Capsule CRM restricts their ability to adapt the platform to their needs.
- Users express concerns about **integration issues** with Capsule CRM, particularly with Microsoft Teams and marketing tools.
- Users find the **incomplete information** limitations hinder effective decision-making and evaluation of sales contributions in Capsule CRM.
- Users find the **learning curve challenging** , particularly for managing contacts and setting up custom fields effectively.

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

**["Easy-to-Use CRM That Saves Time with Helpful AI and Excellent Support"](https://www.g2.com/survey_responses/capsule-crm-review-13084659)**

**Rating:** 5.0/5.0 stars

_— Lucy M._

[Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13084659)

**["Capsule CRM: Flexible, Customizable and Ideal for Multi-Company Workflows"](https://www.g2.com/survey_responses/capsule-crm-review-13051231)**

**Rating:** 5.0/5.0 stars

_— Lincoln R._

[Read full review](https://www.g2.com/survey_responses/capsule-crm-review-13051231)

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

- [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment
- [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment
- [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment
- [What is a case in Capsule CRM?](https://www.g2.com/discussions/what-is-a-case-in-capsule-crm) - 1 comment
- [What are the features of CRM software?](https://www.g2.com/discussions/capsule-crm-what-are-the-features-of-crm-software) - 1 comment

### [Mekari Qontak](https://www.g2.com/products/mekari-qontak/reviews)

Mekari Qontak is a leading and expert provider of enterprise Omnichannel CRM technology leveraging scalable API technology. Built on a SaaS model, Qontak enables businesses to rapidly grow their sales, customer service and operations. Our solutions empower businesses using WhatsApp & Instagram, social media, e-commerce, voice calls, KPIs and offline activities within a unified SaaS CRM technology.

**Average Rating:** 4.7/5.0

**Total Reviews:** 32

#### How Do G2 Users Rate Mekari Qontak?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Mekari Qontak?

- **Seller:** [Mekari](https://www.g2.com/sellers/mekari)
- **Year Founded:** 2015
- **HQ Location:** Jakarta Pusat, ID
- **Twitter:** @mekaricom  
168 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4cc21ecbfd4e34576575f2a3555aee1dd6cc267f9261785380ee5bf8878386f1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmekari%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,688 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 56% Medium, 34% Small

#### What Do G2 Reviewers Say About Mekari Qontak?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Mekari Qontak, thanks to its friendly UI/UX for effective conversations.
- Users find the **seamless integration** of Mekari Qontak with WhatsApp API enhances customer interaction and workflow efficiency.
- Users appreciate the **user-friendly interface** of Mekari Qontak, making chat and marketing management effortless and efficient.
- Users commend the **responsive and dependable customer support** of Mekari Qontak, ensuring smooth operations during onboarding and beyond.
- Users appreciate the **intuitive interface** of Mekari Qontak, which simplifies remote work and enhances customer interaction.

##### Cons

- Users find the **complex setup** of advanced custom reports takes time, though they deliver actionable insights.
- Users often face **connectivity issues** with Mekari Qontak, leading to performance declines and inactive status on devices.
- Users find that **expertise is required** for configuring advanced reports in Mekari Qontak, but appreciate the actionable insights.
- Users note the **incomplete information** in reporting and analytics, hindering effective campaign performance measurement.
- Users face **integration issues** with Mekari Qontak, limiting WhatsApp Business use exclusively to its platform.

#### What Are Recent G2 Reviews of Mekari Qontak?

**["Mekari Qontak Centralizes Channels for Faster, Clearer Customer Communication"](https://www.g2.com/survey_responses/mekari-qontak-review-12750544)**

**Rating:** 5.0/5.0 stars

_— chatelia n._

[Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12750544)

**["Mekari Qontak Makes Customer Communication Faster and More Organized"](https://www.g2.com/survey_responses/mekari-qontak-review-12430999)**

**Rating:** 5.0/5.0 stars

_— Yosua B._

[Read full review](https://www.g2.com/survey_responses/mekari-qontak-review-12430999)

#### What Are G2 Users Discussing About Mekari Qontak?

- [What is Qontak by Mekari used for?](https://www.g2.com/discussions/what-is-qontak-by-mekari-used-for) - 1 comment

### [Oracle CRM On Demand](https://www.g2.com/products/oracle-crm-on-demand/reviews)

Oracle'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:** 98

#### How Do G2 Users Rate Oracle CRM On Demand?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle CRM On Demand?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 52% Large, 47% Medium

#### What Do G2 Reviewers Say About Oracle CRM On Demand?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Oracle CRM On Demand to be **extremely easy to use** , simplifying their workflow and integration processes.
- Users find **easy integration** with Oracle CRM On Demand enhances accessibility and simplifies the implementation process.
- Users praise the **accessible customer support** of Oracle CRM On Demand, making their experience much smoother.
- Users appreciate the **easy access** of Oracle CRM On Demand, enabling convenient usage from anywhere without server maintenance.
- Users appreciate the **easy implementation** of Oracle CRM On Demand, enhancing their overall experience and efficiency.

##### Cons

- Users find that there are **limitations in customization** with Oracle CRM On Demand, affecting its flexibility and integration.
- Users find Oracle CRM On Demand **not intuitive** , which hinders user adoption and increases task completion time.
- Users face **integration issues** with Oracle CRM On Demand, particularly regarding customization and search functionalities.
- Users find Oracle CRM On Demand **not user-friendly** , leading to delays in completing essential tasks.
- Users find that the **slow performance** of Oracle CRM On Demand hinders efficiency and usability at times.

#### What Are Recent G2 Reviews of Oracle CRM On Demand?

**["Oracle CRM: Rock-Solid Hierarchies, RBAC, and Workflow Automation"](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12933372)**

**Rating:** 5.0/5.0 stars

_— Anup A._

[Read full review](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12933372)

**[""A Heavyweight Enterprise CRM Built for Deep Analytics""](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12877400)**

**Rating:** 5.0/5.0 stars

_— kaushal p._

[Read full review](https://www.g2.com/survey_responses/oracle-crm-on-demand-review-12877400)

#### What Are G2 Users Discussing About Oracle CRM On Demand?

- [What do you like most about Oracle CRM On Demand, and how does it compare to other CRM solutions?](https://www.g2.com/discussions/what-do-you-like-most-about-oracle-crm-on-demand-and-how-does-it-compare-to-other-crm-solutions)
- [What is Oracle CRM On Demand used for?](https://www.g2.com/discussions/what-is-oracle-crm-on-demand-used-for) - 1 comment
- [Is Salesforce better than Oracle?](https://www.g2.com/discussions/is-salesforce-better-than-oracle)
- [What CRM does Oracle use?](https://www.g2.com/discussions/what-crm-does-oracle-use)
- [Does Oracle have a CRM?](https://www.g2.com/discussions/oracle-crm-on-demand-does-oracle-have-a-crm)

### [Instantly](https://www.g2.com/products/instantly/reviews)

Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email.

**Average Rating:** 4.8/5.0

**Total Reviews:** 4,125

#### How Do G2 Users Rate Instantly?

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

#### Who Is the Company Behind Instantly?

- **Seller:** [Instantly](https://www.g2.com/sellers/instantly)
- **Company Website:** instantly.ai
- **Year Founded:** 2001
- **HQ Location:** Sheridan, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9261b7de97da67cdddd09b77b3180a53a5872b60d62348d7d263c5071a446b6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finstantlyapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
275 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, CEO
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 93% Small, 5% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Instantly, with simple setup and excellent support enhancing their experience.
- Users value the **easy scalability and personalized outreach** that Instantly provides, simplifying campaign management and optimization.
- Users commend **responsive customer support** from Instantly that simplifies setup and provides quick solutions for a seamless experience.
- Users appreciate the **time-saving capabilities** of Instantly, allowing for effortless task management and efficient email campaigns.
- Users praise the **Easy Setup** of Instantly, highlighting its straightforward mailbox configuration that streamlines email marketing tasks.

##### Cons

- Users find the pricing structure to be **expensive** , especially with essential features locked behind higher-tier plans.
- Users note the lack of **HR-specific features** , making candidate management and reporting cumbersome without additional tools.
- Users report issues with **email management** , including campaign failures, bounced emails, and missing attachments causing frustration.
- Users face **email issues** like campaign failures, integration challenges, and frustrating management of inbox features in Instantly.
- Users face a challenging **learning curve** with Instantly, complicating campaign setup and navigation compared to other services.

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

**["Perfect Balance: Easy Beginner-Friendly Setup, and Warmup That Allows Campaigns To Go Live Fast"](https://www.g2.com/survey_responses/instantly-review-12964227)**

**Rating:** 5.0/5.0 stars

_— Rahul K._

[Read full review](https://www.g2.com/survey_responses/instantly-review-12964227)

**["Instantly showed me that cold email is not just about writing better emails"](https://www.g2.com/survey_responses/instantly-review-13109041)**

**Rating:** 5.0/5.0 stars

_— Miguel F._

[Read full review](https://www.g2.com/survey_responses/instantly-review-13109041)

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

- [What is Instantly used for?](https://www.g2.com/discussions/what-is-instantly-used-for) - 9 comments, 2 upvotes

### [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:** 4.4/5.0

**Total Reviews:** 130

#### How Do G2 Users Rate Zoho CRM Plus?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Zoho CRM Plus?

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 employees on LinkedIn®
- **Phone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** Data Analyst
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 54% Small, 36% Medium

#### What Do G2 Reviewers Say About Zoho CRM Plus?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Zoho CRM Plus, enjoying seamless integration to enhance their workflow efficiently.
- Users find **efficiency** in Zoho CRM Plus, as it unifies sales, marketing, and support, simplifying team collaboration.
- Users value the **seamless integrations** of Zoho CRM Plus, allowing easy access to all customer engagement functions in one platform.
- Users value the **automation features** of Zoho CRM Plus, which streamline processes and enhance team efficiency.
- Users love the **seamless integration** of Zoho CRM Plus, enhancing team collaboration and streamlining customer engagement.

##### Cons

- Users experience a significant **learning curve** with Zoho CRM Plus, requiring patience and proper training for effective use.
- Users often find Zoho CRM Plus to be an **overwhelming experience** due to its extensive features and steep learning curve.
- Users find the **non-intuitive setup** of Zoho CRM Plus challenging, requiring time and patience to navigate effectively.
- Users note the **limited customization** in lower tiers, hindering advanced features and requiring higher-priced plans for full access.
- Users find the **interface overwhelming** initially, facing a steep learning curve and complex setup with numerous tools.

#### What Are Recent G2 Reviews of Zoho CRM Plus?

**["Comprehensive CRM with Intuitive UI and Effective Automation"](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057)**

**Rating:** 4.5/5.0 stars

_— Jeni J._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-12877057)

**["Affordable, Feature-Rich, but Needs Faster Support"](https://www.g2.com/survey_responses/zoho-crm-plus-review-13196538)**

**Rating:** 4.0/5.0 stars

_— Vishal ._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-plus-review-13196538)

#### What Are G2 Users Discussing About Zoho CRM Plus?

- [What are key features of a CRM system?](https://www.g2.com/discussions/zoho-crm-plus-what-are-key-features-of-a-crm-system) - 1 comment
- [What features Zoho?](https://www.g2.com/discussions/zoho-crm-plus-what-features-zoho)
- [What apps come with Zoho CRM Plus?](https://www.g2.com/discussions/what-apps-come-with-zoho-crm-plus) - 2 comments
- [What is included with Zoho plus?](https://www.g2.com/discussions/what-is-included-with-zoho-plus)

### [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews)

A CRM without all the nonsense. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again We built Less Annoying CRM in 2009 for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. See why we are ranked G2's #1 easiest-to-use CRM. Start your no-hassle, 30-day free trial today -- no credit card needed.

**Average Rating:** 4.9/5.0

**Total Reviews:** 656

#### How Do G2 Users Rate Less Annoying CRM?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Less Annoying CRM?

- **Seller:** [Less Annoying Software](https://www.g2.com/sellers/less-annoying-software)
- **Company Website:** www.lessannoyingcrm.com
- **Year Founded:** 2009
- **HQ Location:** St. Louis, MO
- **Twitter:** @LessAnnoyingCRM  
1,125 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b19de9bb6f3c86f7d90581412a288045400603ad1797234fb10e3762533c8f91&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2444991%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Insurance, Financial Services
- **Company Size:** 88% Small, 8% Medium

#### What Do G2 Reviewers Say About Less Annoying CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface** of Less Annoying CRM, making it easy for teams to stay organized.
- Users commend the **exceptional customer support** of Less Annoying CRM, ensuring assistance is always available when needed.
- Users value the **simplicity** of Less Annoying CRM, finding it effective and intuitive for their business needs.
- Users appreciate the **user-friendly interface** of Less Annoying CRM, allowing for a smooth and easy experience.
- Users praise the **incredible affordability** of Less Annoying CRM, making it accessible for small businesses.

##### Cons

- Users find the **missing features** of Less Annoying CRM limit its effectiveness for larger businesses and specific integration needs.
- Users face **integration issues** with Less Annoying CRM, making it challenging to connect with preferred applications and manage lists.
- Users find **limited features** restrict their ability to manage duplicates effectively, hindering overall functionality.
- Users find the **feature limitations** in reporting and automation options a hurdle for business growth.
- Users find the **limited customization** options in Less Annoying CRM to be a significant drawback for their needs.

#### What Are Recent G2 Reviews of Less Annoying CRM?

**["Straightforward and Easy to Integrate Into My Routine"](https://www.g2.com/survey_responses/less-annoying-crm-review-12875409)**

**Rating:** 4.0/5.0 stars

_— Carolyn D._

[Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12875409)

**["Managing Nutrition Follow-ups and Daily Tasks More Professionally"](https://www.g2.com/survey_responses/less-annoying-crm-review-12865757)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12865757)

#### What Are G2 Users Discussing About Less Annoying CRM?

- [What is Less Annoying CRM used for?](https://www.g2.com/discussions/what-is-less-annoying-crm-used-for) - 1 comment

### [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)

As the world's #1 AI Cloud ERP solution for more than 25 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on financials and ERP, we now provide an AI-powered integrated system that also includes inventory management, HR, professional services automation, and commerce, and is used by more than 43,000 customers in 220 countries.

**Average Rating:** 4.1/5.0

**Total Reviews:** 4,745

#### How Do G2 Users Rate NetSuite?

- **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind NetSuite?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Company Website:** www.oracle.com
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller, Accounting Manager
- **Top Industries:** Computer Software, Accounting
- **Company Size:** 57% Medium, 31% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in navigating and customizing reports, enhancing efficiency and productivity.
- Users value the **customizability** of NetSuite, which adapts seamlessly to diverse business needs and processes.
- Users value the **robust reporting and integration capabilities** of NetSuite, enhancing cross-functional business operations seamlessly.
- Users benefit from **extensive customization options** in NetSuite, greatly enhancing data management and user experience.
- Users value the **customization options** in NetSuite, enhancing usability and control for streamlined data management.

##### Cons

- Users find the **learning curve steep** , making initial setup and customization time-consuming and frustrating.
- Users find the **interface outdated** and experience significant challenges with usability and integration complexities.
- Users find the **missing features** in NetSuite frustrating, particularly with complex settings and limited customization options.
- Users express frustration with **limited customization** options in NetSuite, impacting functionality and integration across workflows.
- Users find NetSuite to have a **not user-friendly** interface, causing frustration during setup and navigation.

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

**["Highly Customizable and Efficient ERP,"](https://www.g2.com/survey_responses/netsuite-review-8185079)**

**Rating:** 4.5/5.0 stars

_— Sandeep k._

[Read full review](https://www.g2.com/survey_responses/netsuite-review-8185079)

**["Robust Role-Based Security, Custom Dashboards, and Solid P2P Management"](https://www.g2.com/survey_responses/netsuite-review-13170614)**

**Rating:** 4.0/5.0 stars

_— Arfa Z._

[Read full review](https://www.g2.com/survey_responses/netsuite-review-13170614)

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

- [Is NetSuite an accounting software?](https://www.g2.com/discussions/is-netsuite-an-accounting-software) - 4 comments
- [What is NetSuite built on?](https://www.g2.com/discussions/what-is-netsuite-built-on) - 1 comment
- [Is NetSuite a good ERP system?](https://www.g2.com/discussions/is-netsuite-a-good-erp-system) - 3 comments, 1 upvote
- [What is a NetSuite software?](https://www.g2.com/discussions/what-is-a-netsuite-software) - 3 comments

### [LocaliQ](https://www.g2.com/products/localiq/reviews)

LocaliQ is how businesses attract and retain ideal customers. The marketing platform helps businesses grow faster with a suite of AI lead management and digital agents, marketing automation, omnichannel campaign management, advanced reporting, and expert-led services. The technology allows customers to optimize ad spend in real-time across multiple channels, saving time and ensuring real results. Dash is LocaliQ’s AI-powered lead management SaaS solution designed to help businesses convert more leads into customers, faster and more efficiently. With automated lead scoring, follow-ups, and reporting, plus advanced AI agents and an included SMS conversational tool, Dash streamlines workflows, eliminates manual tasks, and helps to boost revenue for businesses of all sizes. Integrated with LocaliQ’s AI marketing platform, Dash enables businesses to enhance customer experiences, automate workflows, and save time to focus on growing their business. LocaliQ's products and services include: -AI Agents (Voice, SMS, and live chat) -Marketing Automation -Lead Management Software -Lead Scoring -Live Chat -SMS Marketing -Social Media Marketing -Cross-Channel Advertising -Paid Search Advertising -Marketing Analytics -Social Media Advertising -Display Advertising -Video Advertising -Targeted Email Marketing -Multi-Listings Management -SEO Tools -Websites & Landing Pages -Custom Promotions Gannett is now USA TODAY Co. In order to align all digital marketing solutions under a single brand identity, the ReachLocal, WordStream, and ThriveHive brands were consolidated under the LocaliQ name.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,064

#### How Do G2 Users Rate LocaliQ?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind LocaliQ?

- **Seller:** [USA TODAY Co.](https://www.g2.com/sellers/usa-today-co)
- **Company Website:** www.gannett.com
- **Year Founded:** 1906
- **HQ Location:** Gannett Co., Inc. 1675 Broadway, 23rd Floor New York, NY 10019
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65dc8c58123a4e0b1575ef00b11f1e89f596276532208c053019987fa8bf6ce2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgannett%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,795 employees on LinkedIn®
- **Ownership:** NYSE: GCI

#### Who Uses This Product?

- **Who Uses This:** Owner, Marketing Manager
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 71% Small, 25% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **dedicated customer support** from LocaliQ, enhancing their experience with personalized assistance and effective campaigns.
- Users value the **personalized support** from LocaliQ, appreciating their consistent communication and genuine commitment to success.
- Users appreciate the **dedicated support team** of LocaliQ, enhancing campaign implementation and overall success.
- Users value the **business growth capabilities** of LocaliQ, effectively enhancing lead management and advertising outreach.
- Users value the **ease of use** of LocaliQ, which streamlines workflows and simplifies campaign management for businesses.

##### Cons

- Users find LocaliQ to be **expensive** , with high costs leading to unsatisfactory lead generation and financial strain.
- Users note the **high costs** of LocaliQ, making it challenging for small businesses to justify the expenses.
- Users express concern over **limited features** , citing vague metrics and lack of innovation in supporting business growth.
- Users express concerns over **poor customer support** , citing slow email responses and lack of effective communication.
- Users report **poor sales performance** from LocaliQ, feeling misled about lead generation and facing communication issues.

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

**["Across the Board campaigns for online advertisers."](https://www.g2.com/survey_responses/localiq-review-13177634)**

**Rating:** 4.0/5.0 stars

_— Rob A._

[Read full review](https://www.g2.com/survey_responses/localiq-review-13177634)

**["A Trusted Partner in Growing My Business"](https://www.g2.com/survey_responses/localiq-review-13170809)**

**Rating:** 5.0/5.0 stars

_— Michael W._

[Read full review](https://www.g2.com/survey_responses/localiq-review-13170809)

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

- [What is WordStream used for?](https://www.g2.com/discussions/what-is-wordstream-used-for)
- [What is ReachEdge used for?](https://www.g2.com/discussions/what-is-reachedge-used-for) - 1 comment
- [What is LOCALiQ?](https://www.g2.com/discussions/what-is-localiq) - 1 comment, 1 upvote
- [What happened to ThriveHive?](https://www.g2.com/discussions/what-happened-to-thrivehive) - 1 comment
- [What does ThriveHive do?](https://www.g2.com/discussions/what-does-thrivehive-do) - 1 comment

### [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews)

Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries.

**Average Rating:** 4.7/5.0

**Total Reviews:** 264

#### How Do G2 Users Rate OnePageCRM?

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

#### Who Is the Company Behind OnePageCRM?

- **Seller:** [OnePageCRM](https://www.g2.com/sellers/onepagecrm)
- **Year Founded:** 2010
- **HQ Location:** Galway, Ireland
- **Twitter:** @OnePageCRM  
3,922 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=526907b6fc5dd5a45add17f9e7ae810ccdff01039909fce53911704215b3a076&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1014103%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®
- **Phone:** +1 (646) 762 1303

#### Who Uses This Product?

- **Who Uses This:** Founder, Managing Director
- **Top Industries:** Non-Profit Organization Management, Marketing and Advertising
- **Company Size:** 85% Small, 12% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find OnePageCRM to be **very simple to use** , tailored perfectly for small teams or individual salespeople.
- Users love the **simplicity** of OnePageCRM, finding it perfect for individual salespeople and small teams.
- Users value the **simplicity** of OnePageCRM, finding it effective and effortless for small teams and actionable tasks.
- Users value the **excellent customer support** from OnePageCRM, making their experience seamless and efficient.
- Users love the **easy setup** of OnePageCRM, appreciating its seamless integration and intuitive design for quick onboarding.

##### Cons

- Users find the **missing features** in OnePageCRM limiting for advanced reporting, automation, and campaign management.
- Users find **limited options** in reporting, automation, and customization, hindering deeper analytics and workflows.
- Users express frustrations with **export limitations** in OnePageCRM, particularly regarding conversation thread exports and name compatibility.
- Users find **integration issues** with OnePageCRM, expressing a desire for better connectivity with various tools and software.
- Users find the **lack of integrations** with other software frustrating, impacting their workflow and CRM functionality.

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

**["Simple Interface and Effective Sales Management"](https://www.g2.com/survey_responses/onepagecrm-review-12953882)**

**Rating:** 5.0/5.0 stars

_— Khushbu B._

[Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12953882)

**["Helping The Brun Bear Foundation Stay Organized and Engaged"](https://www.g2.com/survey_responses/onepagecrm-review-12859063)**

**Rating:** 5.0/5.0 stars

_— Vanessa W._

[Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063)

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

- [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on)
- [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment

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

LeadSquared Sales CRM is our core sales execution product, built to support inside sales, call center, and field sales teams in managing leads, tracking pipeline activity, and closing deals from a single platform. It functions as the central hub that our other modules — marketing, mobile, service — connect into. We cover several areas of the sales process. Our lead management handles capturing leads from various sources, qualifying and scoring them automatically, and routing them to the appropriate rep or team based on configurable rules. We give sales reps a "Smart Views" interface intended to show them a prioritized list of just their own tasks and leads, rather than a cluttered general view. Our opportunity management lets teams track deals with higher revenue potential separately from standard leads, including mapping multiple opportunities tied to the same account. We've built in communication tools including click-to-call dialing with call logging, and messaging via email, WhatsApp, and SMS, with the ability to send bulk campaigns or automated replies and track engagement on individual messages. Our no-code workflow builder lets admins configure sales processes — approvals, follow-up sequences, notifications — without needing developer involvement, and we support multiple concurrent sales processes for organizations running several product lines or teams. For field-based reps, our CRM includes the mobile app functionality we described above (territory management, GPS tracking, beat planning). Our reporting and dashboards cover call volume and connect rates, conversation tracking (opens/clicks on emails and messages), revenue by rep or region, and sales closure against targets, with role-based access so different teams see relevant views. We integrate with third-party tools spanning WhatsApp Business API, analytics platforms, telephony providers, payment gateways, and meeting schedulers. We typically price this product on a per-user, per-month basis, and we publish a separate pricing page for specific tiers. We market this product broadly across industries including education, financial services, healthcare, real estate, and automotive, and cite customers from various NBFCs and educational institutions in our case studies.

**Average Rating:** 4.5/5.0

**Total Reviews:** 293

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

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

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

- **Seller:** [LeadSquared](https://www.g2.com/sellers/leadsquared)
- **Year Founded:** 2011
- **HQ Location:** Bangalore
- **Twitter:** @LeadSquared  
1,470 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ad5ab27826d6eabef0bbaf2f637d5ec31d28b4b1c1d762bc6bae650ab0d5756f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2502171%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,089 employees on LinkedIn®
- **Phone:** 848-248-4002

#### Who Uses This Product?

- **Who Uses This:** Inside sales specialist, Business Analyst
- **Top Industries:** Education Management, Financial Services
- **Company Size:** 54% Medium, 28% Large

#### What Do G2 Reviewers Say About LeadSquared Sales CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficient lead management** of LeadSquared, enhancing organization and reducing manual tasks in their sales process.
- Users find LeadSquared Sales CRM to be highly **user-friendly** , simplifying workflows and enhancing productivity in sales management.
- Users value the **efficient lead generation** capabilities of LeadSquared, enhancing tracking and nurturing throughout the sales process.
- Users commend the **efficiency** of LeadSquared Sales CRM, which streamlines tasks and automates reminders for better productivity.
- Users find the **intuitive interface** of LeadSquared makes managing leads and workflows effortless and efficient.

##### Cons

- Users experience **slow loading** issues and delays in customer support responses, impacting efficiency and frustration during usage.
- Users experience a **steep learning curve** with LeadSquared due to its initial lack of intuitiveness and slow performance.
- Users often experience **slow performance** with LeadSquared, particularly when handling large datasets or facing server issues.
- Users point out the **missing AI integration** in LeadSquared Sales CRM, alongside performance and reporting limitations affecting usability.
- Users find the **slow speed** of LeadSquared Sales CRM frustrating, especially when managing complex automations and large data.

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

**["Simplifies Lead Tracking Across Multiple Channels"](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013)**

**Rating:** 4.5/5.0 stars

_— Megha A._

[Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013)

**["Simple, Time-Saving Tool"](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13077867)**

**Rating:** 5.0/5.0 stars

_— Vikas G._

[Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13077867)

#### What Are G2 Users Discussing About LeadSquared Sales CRM?

- [What is LeadSquared Sales + Mobile CRM used for?](https://www.g2.com/discussions/what-is-leadsquared-sales-mobile-crm-used-for) - 3 comments
- [Is LeadSquared a good company?](https://www.g2.com/discussions/is-leadsquared-a-good-company) - 2 comments
- [What is Mobile CRM and why is it important?](https://www.g2.com/discussions/what-is-mobile-crm-and-why-is-it-important) - 1 comment
- [How much is LeadSquared?](https://www.g2.com/discussions/how-much-is-leadsquared)
- [What is CRM in LeadSquared?](https://www.g2.com/discussions/what-is-crm-in-leadsquared)

### [Creatio](https://www.g2.com/products/creatio/reviews)

Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation.

**Average Rating:** 4.6/5.0

**Total Reviews:** 315

#### How Do G2 Users Rate Creatio?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Creatio?

- **Seller:** [Creatio](https://www.g2.com/sellers/creatio)
- **Company Website:** www.creatio.com
- **Year Founded:** 2014
- **HQ Location:** Boston, Massachusetts
- **Twitter:** @Creatio\_Global  
3,977 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8659c9aedce2bb0b992997a4038d075e8fa99899c384b7d6b36d9fb77101d8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcreatioglobal%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,150 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 43% Small, 42% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Creatio, enabling quick implementation and seamless customization for their business needs.
- Users value the **efficiency** of Creatio, enabling quick implementation and seamless customization for their business needs.
- Users value the **customizability** of Creatio, enabling tailored processes and effective support for business needs.
- Users appreciate the **facility to customize** Creatio, allowing for tailored solutions that enhance business processes and efficiency.
- Users value the **extensive customization options** of Creatio, enhancing their ability to tailor solutions to specific needs.

##### Cons

- Users find the **learning curve steep** , often needing training and support to effectively use Creatio.
- Users are disappointed by the **missing features** in Creatio, particularly in advanced analytics and contact upload options.
- Users find **limited features** in Creatio, particularly in analytics and marketplace app selection, hindering comprehensive functionality.
- Users find **limited customization** options in Creatio, hindering the ability to tailor designs to specific needs.
- Users find **limited options** in Creatio hinder flexibility, particularly for service businesses needing custom solutions and efficient contact uploads.

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

**["Quick Setup, No-Code Magic, But ALM Needs Improvement"](https://www.g2.com/survey_responses/creatio-review-12953072)**

**Rating:** 5.0/5.0 stars

_— Jarema P._

[Read full review](https://www.g2.com/survey_responses/creatio-review-12953072)

**["Empowers Customer Focus with Flexible, Bank-Ready Workflows"](https://www.g2.com/survey_responses/creatio-review-12953782)**

**Rating:** 4.5/5.0 stars

_— Tanner W._

[Read full review](https://www.g2.com/survey_responses/creatio-review-12953782)

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

- [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment

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

RSoft CRM (Customer Relationship Management) software is a tool used by businesses to manage interactions and relationships with current and potential customers. These software typically provide a range of features designed to help organizations streamline their sales, marketing, and customer service efforts. Here are some common features found in Roft CRM software: 1. Contact Management 2. Sales Management 3. Lead Management 4. Marketing Automation 5. Customer Support & Services 6. Analytics Report & Dashboard 7. Integration

**Average Rating:** 5.0/5.0

**Total Reviews:** 15

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

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.9/10 (Category avg: 8.6/10)

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

- **Seller:** [RSoft](https://www.g2.com/sellers/rsoft)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0cd0d589dd82d141d520d561be9b8cb2e0e6c465ee25a9256111876f1cb7adc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frsoftai%2F&secure%5Burl_type%5D=linkedin_company_website)  
113 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Real Estate
- **Company Size:** 67% Small, 40% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **exceptional customer support** of RSoft CRM, noting quick responses and effective issue resolution.
- Users love the **user-friendly interface** of RSoft CRM, facilitating easy customization and efficient task automation.
- Users appreciate the **automation features** of RSoft CRM, making task management and lead handling effortless and efficient.
- Users value the **efficient lead management** of RSoft CRM, facilitating easy follow-ups and monitoring of sales conversions.
- Users appreciate the **easy access** of RSoft CRM, enhancing efficiency with quick actions and timely client follow-ups.

##### Cons

- Users report **email issues** requiring frequent logins and communication, which can hinder efficiency and convenience.
- Users face **connectivity issues** requiring frequent email communication and occasional login problems, complicating their experience with RSoft CRM.
- Users have experienced **user-friendliness issues** before, though improvements have been noted in recent months.

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

**["Quick Lead Follow-Ups and Daily Email Reports That Boost Sales Monitoring"](https://www.g2.com/survey_responses/rsoft-crm-review-12343048)**

**Rating:** 5.0/5.0 stars

_— Pavithrapazheri ._

[Read full review](https://www.g2.com/survey_responses/rsoft-crm-review-12343048)

**["It is a user friendly software to all the person those who are using it."](https://www.g2.com/survey_responses/rsoft-crm-review-12151473)**

**Rating:** 5.0/5.0 stars

_— VIKAA H._

[Read full review](https://www.g2.com/survey_responses/rsoft-crm-review-12151473)

### [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:** 239

#### How Do G2 Users Rate Oracle EBS CRM?

- **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 & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.2/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle EBS CRM?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Retail, Information Technology and Services
- **Company Size:** 46% Large, 31% Medium

#### What Do G2 Reviewers Say About Oracle EBS CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **seamless integration** of Oracle EBS CRM, enhancing efficiency and visibility across all customer interactions.
- Users appreciate the **seamless integration** of Oracle EBS CRM, enhancing visibility and coordination across business processes.
- Users appreciate the **comprehensive coverage** of Oracle EBS CRM, enhancing relationships without needing separate tools.
- Users value the **integrated customer support** offered by Oracle EBS CRM, fostering strong customer relationships effortlessly.
- Users value the **enhanced efficiency** of Oracle EBS CRM, streamlining processes and improving cross-department collaboration.

##### Cons

- Users find the **learning curve steep** , struggling with an outdated interface and complex configurations that hinder productivity.
- Users find the **high complexity** of Oracle EBS CRM frustrating, hindering usability and slowing down overall system performance.
- Users note the **limited features** in Oracle EBS CRM, impacting usability and overall satisfaction in daily tasks.
- Users find the **interface not user-friendly** , leading to frustration and dependence on technical support for customizations.
- Users face **connectivity issues** with Oracle EBS CRM, hindering remote work without relying on third-party solutions.

#### What Are Recent G2 Reviews of Oracle EBS CRM?

**["Centralized Customer Data and Strong Oracle Integration for Efficient CRM Management"](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12639434)**

**Rating:** 4.5/5.0 stars

_— Jalakh B._

[Read full review](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12639434)

**["Fast, Extensive Support But a little costly."](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12650358)**

**Rating:** 4.5/5.0 stars

_— Jithin G._

[Read full review](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12650358)

#### What Are G2 Users Discussing About Oracle EBS CRM?

- [What is Oracle EBS CRM used for?](https://www.g2.com/discussions/what-is-oracle-ebs-crm-used-for) - 1 comment
- [Is NetSuite a CRM?](https://www.g2.com/discussions/is-netsuite-a-crm)
- [What CRM does Oracle use?](https://www.g2.com/discussions/oracle-ebs-crm-what-crm-does-oracle-use) - 2 comments
- [What is Oracle EBS system?](https://www.g2.com/discussions/what-is-oracle-ebs-system) - 2 comments
- [Does Oracle have a CRM?](https://www.g2.com/discussions/does-oracle-have-a-crm) - 2 comments

### [HoneyBook](https://www.g2.com/products/honeybook/reviews)

HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required.

**Average Rating:** 4.5/5.0

**Total Reviews:** 237

#### How Do G2 Users Rate HoneyBook?

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

#### Who Is the Company Behind HoneyBook?

- **Seller:** [HoneyBook](https://www.g2.com/sellers/honeybook)
- **Company Website:** www.honeybook.com
- **Year Founded:** 2013
- **HQ Location:** San Francisco, CA
- **Twitter:** @honeybook  
4,476 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8c5093e3124c7eb86fcd868932fa65193871a5dcc154d636da58ede1ce223cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2527444%2F&secure%5Burl_type%5D=linkedin_company_website)  
322 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Photographer
- **Top Industries:** Photography, Events Services
- **Company Size:** 98% Small, 2% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **seamless payment management** of HoneyBook, making invoicing and client payments hassle-free and organized.
- Users appreciate the **easy creation of materials** with HoneyBook's user-friendly templates and automation features, streamlining their workflow.
- Users commend the **ease of use** of HoneyBook, appreciating its seamless integration into daily business operations.
- Users value the **easy customization** of HoneyBook, enhancing their efficiency with tailored templates for various needs.
- Users value the **ease of use** of HoneyBook, enhancing organization and client management for smooth business operations.

##### Cons

- Users face **payment issues** with HoneyBook, expressing concerns about processing fees and limited payment options.
- Users are frustrated by the **expensive pricing** of HoneyBook, feeling the increase lacks justification and value.
- Users face **lack of integration** , making data export difficult and complicating transitions to other platforms.
- Users criticize the **limited features** of HoneyBook, feeling they do not justify the increased pricing or expectations.
- Users find the **reporting features inadequate** , hindering comprehension and tracking of earnings efficiently.

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

**["Streamlined Event Booking with Intuitive Workflows and Stellar Support"](https://www.g2.com/survey_responses/honeybook-review-12999446)**

**Rating:** 5.0/5.0 stars

_— Dustin F._

[Read full review](https://www.g2.com/survey_responses/honeybook-review-12999446)

**["Honeybook Feels Like a Virtual Assistant for My Business"](https://www.g2.com/survey_responses/honeybook-review-13032698)**

**Rating:** 4.5/5.0 stars

_— Nikki M._

[Read full review](https://www.g2.com/survey_responses/honeybook-review-13032698)

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

- [What is HoneyBook used for?](https://www.g2.com/discussions/honeybook-what-is-honeybook-used-for)
- [Is HoneyBook secure?](https://www.g2.com/discussions/is-honeybook-secure)
- [How much does HoneyBook cost?](https://www.g2.com/discussions/how-much-does-honeybook-cost) - 2 comments
- [What is HoneyBook?](https://www.g2.com/discussions/what-is-honeybook) - 2 comments
- [What is HoneyBook used for?](https://www.g2.com/discussions/what-is-honeybook-used-for) - 2 comments

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

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

Updated March 5, 2025

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

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

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

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

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

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

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

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