Best CRM Software - Page 21

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 2,835

Category Stats (Nov 2026)

  • Average Rating: 4.42/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: HelloGrowthCRM (+29.64%) - Among all products in this category, HelloGrowthCRM recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 130,700+ Authentic Reviews
  • 2,835+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

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

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

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

ClearCRM

ClearCRM – All-in-One CRM to Grow, Manage, and Get Paid Faster ClearCRM is built for small teams looking to simplify operations. One login. One platform. Total control. Key Features: CRM & Sales – Visual pipelines, automated follow-ups, activity tracking Projects – Kanban boards, task management, recurring workflows Billing – Branded invoices, subscriptions, multi-currency support Marketing – Email automation, landing pages, lead capture Support – Live chat, ticketing, and knowledge base Collaboration – Shared notes, real-time tracking, file storage

Average Rating: 5.0/5.0

Total Reviews: 5

How Do G2 Users Rate ClearCRM?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 6.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind ClearCRM?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About ClearCRM?

AI-generated summary from verified user reviews

Pros
  • Users praise the amazing customer support of ClearCRM, highlighting their responsiveness and helpfulness in enhancing user experience.
  • Users appreciate the intuitive interface of ClearCRM, making navigation easy and enhancing workflow efficiency for all users.
  • Users value the ease of use of ClearCRM, enjoying powerful features with minimal learning curve and excellent support.
  • Users praise the efficiency of ClearCRM, noting its intuitive interface and powerful features boost productivity significantly.
  • Users value the intuitive interface of ClearCRM, enabling easy navigation and efficient onboarding for all team members.
Cons
  • Users note the missing features in ClearCRM, such as specific regional settings and customizable views, limiting its full potential.
  • Users notice filtering issues that limit the functionality of ClearCRM, making it challenging to manage data effectively.
  • Users note the limited customization options in ClearCRM, hindering the platform's adaptability to diverse business needs.

What Are Recent G2 Reviews of ClearCRM?

CloudNet360

CloudNet360 offers sales automation and small business CRM solutions.

Average Rating: 4.0/5.0

Total Reviews: 5

How Do G2 Users Rate CloudNet360?

  • Has the product been a good partner in doing business?: 6.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind CloudNet360?

Who Uses This Product?

  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About CloudNet360?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the complete property management solution of CloudNet360, enhancing sales and automating customer relationships easily.
  • Users appreciate the automation features of CloudNet360, enhancing sales and simplifying customer relationship management.
  • Users appreciate the automation features of CloudNet360, enhancing sales and simplifying customer relationship management.
  • Users appreciate the complete solution for managing properties and guest operations effectively with CloudNet360.
  • Users value the responsive customer support of CloudNet360, enhancing their experience with prompt assistance and solutions.
Cons
  • Users find the limited customization options of CloudNet360 to be a significant drawback affecting their overall experience.
  • Users face slow loading times with CloudNet360, impacting their overall experience and productivity.
  • Users experience limited language support, which hinders their ability to effectively utilize CloudNet360's features.
  • Users often experience slow performance, which negatively impacts their overall experience with CloudNet360.

What Are Recent G2 Reviews of CloudNet360?

What Are G2 Users Discussing About CloudNet360?

DejaOffice PC CRM

On-Premise, Local and Secure CRM that has an Outlook Plug-in and the ability to sync with all mobile devices. Manage your Contact database with fast searches, Local Backups, Customer History, Time/Dated Notes, and Colored Categories. A multi-User calendar makes it easy to schedule your team for Appointments and Tasks. Deals (Opportunities) and Expenses, Reports, Templates for Email and Documents. Whether you need a secure contact database for your laptop or a full-featured CRM for 20 people, DejaOffice provides a simple solution for your business. One-time purchase. DejaOffice is the price leader in PC-based CRM technology.

Average Rating: 5.0/5.0

Total Reviews: 5

How Do G2 Users Rate DejaOffice PC CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind DejaOffice PC CRM?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of DejaOffice PC CRM?

What Are G2 Users Discussing About DejaOffice PC CRM?

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Fortifi

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

Average Rating: 4.5/5.0

Total Reviews: 12

How Do G2 Users Rate Fortifi?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 5.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Fortifi?

  • Seller: Fortifi
  • Year Founded: 2014
  • HQ Location: Fareham, Hampshire
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consumer Services
  • Company Size: 58% Small, 50% Medium

What Do G2 Reviewers Say About Fortifi?

AI-generated summary from verified user reviews

Pros
  • Users value the all-in-one solutions of Fortifi, enabling seamless management of customer relationships and interactions.
  • Users appreciate the consolidation of features in Fortifi, enhancing personalized customer service through centralized data access.
  • Users value the consolidation of features in Fortifi, enhancing personalized service and customer interaction management.
  • Users value the efficient customer support in Fortifi, enhancing personalized service with centralized interactions and ticket management.
  • Users value the ease of use of Fortifi, benefiting from a smooth setup and intuitive interface for managing customers.
Cons
  • Users note that the pricing is the only downside of Fortifi, making it a significant concern for some.

What Are Recent G2 Reviews of Fortifi?

What Are G2 Users Discussing About Fortifi?

Groweon CRM

Groweon CRM is a fully AI Powered, ISO/IEC 27001:2022 & ISO/IEC 27701:2019 certified solution designed for sales and operations teams. It streamlines complex business processes through automation and offers a fully integrated business ecosystem. By boosting team efficiency and enhancing customer satisfaction, it drives scalable and secure growth.

Average Rating: 4.4/5.0

Total Reviews: 5

How Do G2 Users Rate Groweon CRM?

  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Groweon CRM?

  • Seller: Groweon
  • Year Founded: 2023
  • HQ Location: Noida, IN
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Groweon CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Groweon CRM, enjoying its intuitive interface and streamlined lead management.
  • Users love the user-friendly lead board of Groweon CRM, making lead management seamless and efficient for teams.
  • Users love the simplicity and ease of use of Groweon CRM, making lead management seamless for sales teams.
  • Users praise the simplicity of Groweon CRM, highlighting its intuitive UI and easy lead management for sales teams.
  • Users love the user-friendly dashboard of Groweon CRM, simplifying lead management for sales teams efficiently.
Cons
  • Users find integration issues with Groweon CRM, as out-of-the-box options are limited and often require custom solutions.
  • Users find limited integrations challenging, needing custom solutions for smoother workflow enhancements within Groweon CRM.
  • Users desire more options, highlighting missing features in the mobile app and advanced reporting capabilities.
  • Users find the reporting features complex, suggesting that enhancements could improve usability and effectiveness.
  • Users find the pricing of Groweon CRM to be high, suggesting it should be more affordable.

What Are Recent G2 Reviews of Groweon CRM?

Kinabase

Kinabase is a smarter way to manage your business information, processes and more, trusted by high-growth teams. Manage complexity, simply From companies and contacts, to processes, sales orders and infrastructure, Kinabase lets you keep track of what’s happening across your organization. Improve speed and efficiency Get the information you need at your fingertips. Improve efficiency, reduce risk, and find the information you need faster. Consolidate multiple data tools into one easy-to-use system. Gain the power of flexibility Kinabase has a unique and intelligent data structure, that allows you to move at the speed of thought. Without the rigidity of traditional CRM and ERP systems. From people, to processes, to perfection - Kinabase can easily be configured to manage the information that matters to you. Adaptable and effective for a wide variety of purposes, everything from manufacturing, to recruitment, to consultancy. Get started today for free at kinabase.com

Average Rating: 4.7/5.0

Total Reviews: 5

How Do G2 Users Rate Kinabase?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Kinabase?

Who Uses This Product?

  • Company Size: 80% Small, 20% Medium

What Do G2 Reviewers Say About Kinabase?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the collaborative efforts in Kinabase, which enhance project organization and team productivity.
  • Users value the effective customer management features of Kinabase, aiding project organization and visibility for teams.
  • Users praise Kinabase for its exceptional customer support, noting the tailored solutions and smooth integration process.
  • Users value the ease of use of Kinabase, enabling quick and efficient solution design and implementation.
  • Users value the easy setup of Kinabase, allowing quick design and implementation for customized client solutions.
Cons
  • Users note a steep learning curve with Kinabase, but appreciate the team’s support during the setup process.

What Are Recent G2 Reviews of Kinabase?

LeadMino

LeadMino is a sales CRM software that centralizes leads, contacts, deals, and follow-ups in one workspace. The leads inbox captures prospects through manual entry, imports, or integrations, while the Kanban pipeline tracks stage-change history to prevent stalled deals. Contacts and companies link with custom fields, tags, file attachments, and shared timelines. Activities like calls, meetings, and tasks connect to records with reminders. Workflow automation handles tasks such as assigning owners, sending emails, and updating fields. Reports and dashboards provide role-based views for pipeline, activity, and forecast tracking. AI tools assist with email drafting, tone adjustments, record summaries, and flagging stalled deals. Integrations include Slack, Gmail, Outlook, Google Calendar, Trello, and Google Drive. Teams can configure pipelines, import data, and set up workspaces with a setup wizard, while role-based permissions ensure secure access control.

Average Rating: 4.3/5.0

Total Reviews: 5

How Do G2 Users Rate LeadMino?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.0/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind LeadMino?

  • Seller: LeadMino
  • Year Founded: 2026
  • HQ Location: The Peak, HK
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of LeadMino?

MiloCRM

The cutting-edge solution for managing marketing strategies and customer relations.

Average Rating: 4.3/5.0

Total Reviews: 5

How Do G2 Users Rate MiloCRM?

  • Workflow Capability: 7.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.7/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind MiloCRM?

  • Seller: Milocrml
  • Year Founded: 2023
  • HQ Location: Hyderabad, IN
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 40% Medium, 40% Small

What Are Recent G2 Reviews of MiloCRM?

Outseta

Outseta is an all-in-one platform that brings together the core tools needed to run many types of small businesses—including payments, authentication, CRM, email, and help desk tools. Most of our customers are building online businesses and charge their customers using a subscription or membership model—although we support one-time payments, too. Outseta is commonly used to build membership websites, SaaS products, online courses, online communities, and sell productized services.

Average Rating: 4.7/5.0

Total Reviews: 10

How Do G2 Users Rate Outseta?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)

Who Is the Company Behind Outseta?

  • Seller: Outseta
  • Year Founded: 2016
  • HQ Location: San Diego, US
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 73% Small, 9% Medium

What Do G2 Reviewers Say About Outseta?

AI-generated summary from verified user reviews

Pros
  • Users commend Outseta's super helpful customer support that simplifies onboarding and integration processes remarkably.
  • Users admire the ease of use of Outseta, thanks to its intuitive layout and helpful support during setup.
  • Users value the easy implementation of Outseta, appreciating its intuitive UI and helpful support during setup.
  • Users commend easy integrations with Outseta, highlighting straightforward setup and responsive support during onboarding.
  • Users highlight the easy setup of Outseta, praising its intuitive layout and excellent support during onboarding.
Cons
  • Users find the steep learning curve challenging when transitioning from Webflow and understanding key concepts.
  • Users find the difficult learning curve with Outseta challenging when transitioning from Webflow.
  • Users find it difficult to understand Outseta, especially when transitioning from platforms like Webflow.
  • Users find Outseta difficult to understand when transitioning from Webflow, complicating their onboarding experience.
  • Users note the limited features of Outseta may not meet the needs of larger companies but work for small startups.

What Are Recent G2 Reviews of Outseta?

What Are G2 Users Discussing About Outseta?

Outsolvi

Outsolvi is a multichannel sales engagement and email tracking platform with bot-open filtering at its core. Unlike tools that count every open - including automated bot and security-scanner opens that distort your data - Outsolvi shows you only real human engagement. Outlook-native with sequences, reply detection, and multichannel outreach, built for sales and revenue teams who make decisions off engagement signals.

Average Rating: 4.7/5.0

Total Reviews: 5

How Do G2 Users Rate Outsolvi?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Outsolvi?

  • Seller: Outsolvi
  • Year Founded: 2025
  • HQ Location: Dubai, Dubai, United Arab Emirates
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 80% Small, 20% Medium

What Are Recent G2 Reviews of Outsolvi?

PipelinePRO

The Ultimate "All-IN-ONE" Sales Pipeline Management & Marketing Automation Platform That Makes ALL Others Obsolete. And We Can Prove It!

Average Rating: 2.1/5.0

Total Reviews: 5

How Do G2 Users Rate PipelinePRO?

  • Has the product been a good partner in doing business?: 2.5/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 6.1/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind PipelinePRO?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of PipelinePRO?

Salesdash CRM

Salesdash CRM is a customer relationship management platform built specifically for freight brokers, freight agents, and logistics sales teams. The system provides tools to manage shipper and carrier relationships, track quoting activity, and organize follow-ups in a way that reflects how freight sales actually happen. Unlike generic CRM systems designed for multiple industries, Salesdash CRM is tailored to the workflows of transportation professionals. It helps users capture and manage shipper information, maintain visibility into carrier networks, and centralize communication around lanes and quotes. The platform supports the unique hierarchy structures common in logistics, including parent companies, divisions, and bill-to accounts, so users can easily see how organizations are connected. Key use cases include: New shipper development: track outreach, log calls and emails, and capture lane/quote requests so opportunities are not lost. Account management: schedule and complete follow-ups with existing customers to build long-term relationships. Carrier engagement: manage carrier activity, organize capacity by market and equipment type, and streamline matching for available freight. Quote management: record, organize, and analyze quote activity to provide ownership teams with insight into sales performance and opportunities. TMS integration: connect with transportation management systems to synchronize carriers, lanes, and load data. Salesdash CRM also includes productivity features designed for sales teams, such as daily task lists that highlight follow-ups, missed opportunities, and accounts without active tasks. Email integration allows users to send and receive messages directly within the CRM, while webhooks and API connectivity extend the platform into other logistics systems. The platform is used by small brokerage teams as well as larger logistics providers who need freight-specific visibility into their sales and account management activity. By capturing structured sales data such as quotes, lane history, and carrier capacity, Salesdash CRM helps companies improve shipper engagement, reduce turnover risk, and create a repeatable sales process that supports revenue growth.

Average Rating: 4.6/5.0

Total Reviews: 5

How Do G2 Users Rate Salesdash CRM?

  • Workflow Capability: 7.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Salesdash CRM?

Who Uses This Product?

  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About Salesdash CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the tailored lead management features of Salesdash CRM, enhancing team engagement and tracking efficiency.
  • Users appreciate the ease of use of Salesdash CRM, benefiting from its simple and straightforward user interface.
  • Users appreciate the easy-to-use interface of SalesDash CRM, enhancing client management and sales analytics effortlessly.
  • Users value the tailored features of Salesdash CRM, enhancing engagement and improving tracking for their industry needs.
  • Users highlight the effective lead generation capabilities of Salesdash CRM, enhancing engagement and tracking efficiency in sales.
Cons
  • Users experience slow customer support in Salesdash CRM, leading to frustrating delays in resolving issues.
  • Users note the email formatting issues when sending from Salesdash CRM compared to Outlook's presentation.
  • Users notice layout issues with emails/signatures from Salesdash CRM compared to those from Outlook, affecting consistency.
  • Users feel that there is limited customization available in Salesdash CRM, hindering their ability to tailor the software effectively.
  • Users find the customer support slow, causing delays in problem resolution and dissatisfaction overall.

What Are Recent G2 Reviews of Salesdash CRM?

SP CRM

SP CRM by SP Marketplace is a comprehensive customer relationship management solution built natively on Microsoft 365 and SharePoint, designed to help organizations centralize customer data, improve communication, and streamline sales processes. Unlike standalone SaaS CRMs, SP CRM leverages your existing Microsoft 365 tenant, providing a secure, familiar platform that enhances user adoption and reduces costs. SP Marketplace has a long history of delivering no-code business applications that help businesses optimize their operations and maximize their Microsoft 365 investment. The SP CRM solution offers a centralized hub for managing customer relationships, providing tools to track leads, manage accounts, monitor sales pipelines, and automate follow-ups. Key features include integrated contact management, task tracking, sales forecasting, and customizable workflows. By integrating with SharePoint, Outlook, and Teams, SP CRM ensures seamless collaboration and communication across your organization, enabling sales teams to work efficiently from any device. With SP CRM, organizations can boost productivity, improve customer engagement, and drive revenue growth. The solution enables businesses to manage their entire customer lifecycle—from initial contact to post-sale support—within their existing Microsoft 365 ecosystem. By keeping all customer data within your tenant, SP CRM enhances security, improves compliance, and reduces the need for additional IT infrastructure. Whether you're managing a sales team, client accounts, or service requests, SP CRM delivers a cost-effective, scalable solution to help your organization build stronger, more profitable customer relationships. The Full featured CRM includes: – Track opportunities through stages, and share communication across the team – Sales rep workspace to focus on contacts today, appointments, leads and tasks – Full visibility into the pipeline through dashboards and drill-down features for management – Sales team collaboration, access to resources, announcements and meeting calendar – Receive email alerts for important events and activities – Track marketing campaigns, events and the related projects to deliver them – Capture leads from the website, email, and lists that are automatically fed into the sales process. – Ability to quickly share the latest marketing activities and resources to the sales team. – Access from any device, anytime, anywhere

Average Rating: 4.0/5.0

Total Reviews: 5

How Do G2 Users Rate SP CRM?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind SP CRM?

Who Uses This Product?

  • Company Size: 43% Medium, 29% Large

What Are Recent G2 Reviews of SP CRM?

Taskip

Taskip: All-in-One Agency Management and Client Portal Platform Taskip is a complete all-in-one platform for freelancers, digital agencies, and small teams. By combining CRM, project management, billing, communication, support, and workflow automation in one workspace, Taskip eliminates the need for multiple tools and streamlines agency operations. Agencies can: ● Capture leads and manage sales pipelines ● Track projects and tasks ● Send proposals and invoices ● Automate repetitive workflows ● Communicate with teams and clients in real time Clients benefit from a branded white label portal to: ● View project updates ● Approve work ● Submit tickets ● Make secure payments Key platform features include: ● Kanban project boards ● Role based access controls ● Automated task assignments ● Centralized document management ●Time tracking ● AI powered tools for smarter decision making ● Workflow automation with trigger based actions such as sending follow up emails, routing tickets, and converting quotes into invoices Taskip stands out by offering a fully branded client portal, transparent pricing, and a public roadmap. Unlike competitors relying on add-ons or third-party apps, it provides a purpose built solution for agency workflows. Taskip is more than software, it is an agency operating system. It boosts productivity, simplifies operations, enhances collaboration, and delivers a professional experience for clients. Whether managing a single project or running a multi client agency, Taskip provides all the tools to operate smarter, save time, and grow efficiently.

Average Rating: 4.6/5.0

Total Reviews: 8

How Do G2 Users Rate Taskip?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.0/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Taskip?

  • Seller: Taskip
  • Year Founded: 2023
  • HQ Location: Dhaka, BD
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Taskip?

AI-generated summary from verified user reviews

Pros
  • Users love the all-in-one solution of Taskip, seamlessly managing contracts, invoices, and business operations in one platform.
  • Users value the ease of use of Taskip, appreciating its intuitive platform and quick access to essential features.
  • Users commend Taskip for its intuitive design, enabling seamless navigation and quick access to essential business operations.
  • Users appreciate the easy invoicing feature of Taskip, allowing seamless management of business operations in one platform.
  • Users admire the intuitive task management of Taskip, enhancing workflow and providing seamless navigation across all operations.
Cons
  • Users face challenges with billing issues, particularly regarding the lack of guidance for PayPal integration.
  • Users find the embed feature of Taskip to be unhelpful, hindering their overall experience with the product.
  • Users find the incomplete information regarding payment integration frustrating, often needing to contact support for assistance.
  • Users face integration issues with payment systems like PayPal, often requiring support for resolution.
  • Users experience lack of integration with PayPal, often needing support due to unavailable setup guides during critical moments.

What Are Recent G2 Reviews of Taskip?

Utiliko

Utiliko is an all-in-one business management platform for project managers, consultants, entrepreneurs, contractors, and medium-sized businesses to track work processes and manage projects properly. Assign projects to your team members, track time, draft proposals, agreements, and contracts, build and track your sales pipeline, including leads, opportunities, and clients, all from a single, easy-to-use platform.

Average Rating: 4.3/5.0

Total Reviews: 5

How Do G2 Users Rate Utiliko?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Utiliko?

Who Uses This Product?

  • Company Size: 60% Small, 40% Large

What Are Recent G2 Reviews of Utiliko?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 27, 2026