Best CRM Software - Page 3

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,616

Category Stats (Sep 2026)

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

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 122,900+ Authentic Reviews
  • 1,616+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

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

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

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

Creatio

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: 316

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
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Boston, Massachusetts
  • Twitter: @Creatio_Global
    3,977 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,186 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 value the ease of use of Creatio, leading to streamlined processes and enhanced efficiency in sales operations.
  • Users value the efficiency of Creatio, enhancing sales operations and minimizing errors through customizable automation.
  • Users praise the high customizability of Creatio, making it easy to adapt the platform to specific needs.
  • Users value the unlimited customization options in Creatio, enabling tailored solutions without requiring developer skills.
  • Users value the extensive customization options of Creatio, enabling tailored solutions even without technical skills.
Cons
  • Users note a significant learning curve with Creatio, requiring training and support for effective setup.
  • Users find missing features in Creatio, such as limited reporting and inefficient contact management, affecting productivity.
  • Users find the limited selection of features in Creatio constraining, despite some useful applications available.
  • Users express frustration over limited customization, noting outdated documentation and unintuitive button placements hinder productivity.
  • Users find the limited app options and lack of customization for service businesses frustrating when using Creatio.

What Are Recent G2 Reviews of Creatio?

What Are G2 Users Discussing About Creatio?

RSoft CRM

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
  • Year Founded: 2014
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    115 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 rave about the excellent customer support of RSoft CRM, highlighting responsiveness and effective issue resolution.
  • Users value the user-friendly interface of RSoft CRM, enhancing customization and efficiency for better growth.
  • Users appreciate the automation features of RSoft CRM, enabling efficient lead management and effortless workflow customization.
  • Users value the efficient lead management of RSoft CRM, enabling easier follow-ups and automated workflows for optimal results.
  • Users value the easy access in RSoft CRM, facilitating quick actions and efficient client follow-ups.
Cons
  • Users often encounter email issues that require multiple logins and can be frustrating, despite recent improvements.
  • Users face connectivity issues that often require resolution via email, impacting their overall experience with RSoft CRM.
  • Users find RSoft CRM not user-friendly, as it requires frequent email requests for problem resolution.

What Are Recent G2 Reviews of RSoft CRM?

Salesmate

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

Average Rating: 4.7/5.0

Total Reviews: 115

How Do G2 Users Rate Salesmate?

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

Who Is the Company Behind Salesmate?

  • Seller: Salesmate
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Charlotte, NC
  • Twitter: @SalesmateIO
    2,114 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    29 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 73% Small, 13% Medium

What Do G2 Reviewers Say About Salesmate?

AI-generated summary from verified user reviews

Pros
  • Users commend the quick and helpful customer support from Salesmate, ensuring a seamless experience with the software.
  • Users highlight the ease of use of Salesmate, making it an intuitive choice for managing sales processes.
  • Users love the super clean interface and exceptional customer care of Salesmate, making it highly recommended.
  • Users appreciate the ease of use and excellent support from Salesmate, enhancing their efficiency and confidence with leads.
  • Users love the intuitive user interface of Salesmate, making workflow creation and management straightforward and efficient.
Cons
  • Users find integration issues with Salesmate, particularly with workflow automation and email marketing, frustrating and less effective.
  • Users find the limited features of Salesmate challenging, especially in advanced configurations and integrations.
  • Users find missing features such as limited user access and slow mobile functionality are disappointing for overall usability.
  • Users note a challenging learning curve for advanced configurations, requiring technical support for effective setup and management.
  • Users find Salesmate not intuitive, requiring technical support for advanced configurations and clearer user guidance.

What Are Recent G2 Reviews of Salesmate?

What Are G2 Users Discussing About Salesmate?

Kylas Sales CRM

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

Average Rating: 4.7/5.0

Total Reviews: 535

How Do G2 Users Rate Kylas Sales CRM?

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

Who Is the Company Behind Kylas Sales CRM?

  • Seller: Kylas Growth Engine
  • Year Founded: 2020
  • HQ Location: Pune, Maharashtra
  • Twitter: @Kylas90134359
    21 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    83 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Development Executive, Director
  • Top Industries: Education Management, Financial Services
  • Company Size: 52% Small, 45% Medium

What Do G2 Reviewers Say About Kylas Sales CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Kylas Sales CRM, enhancing organization and simplifying data management effortlessly.
  • Users appreciate the user-friendly interface of Kylas Sales CRM, facilitating seamless navigation and efficiency for all users.
  • Users value the user-friendly lead management in Kylas Sales CRM, facilitating easy insights and efficient data distribution.
  • Users appreciate the intuitive task management of Kylas Sales CRM, streamlining tracking and enhancing team productivity.
  • Users appreciate the exceptional customer support of Kylas Sales CRM, enhancing their overall experience and efficiency.
Cons
  • Users note integration issues with Kylas Sales CRM, lacking some essential tools compared to competitors like Zoho.
  • Users desire more advanced features in Kylas Sales CRM to enhance functionality and reporting capabilities.
  • Users find the slow loading times frustrating, impacting their overall experience with Kylas Sales CRM.
  • Users experience frequent technical bugs in Kylas Sales CRM, leading to work disruptions and occasional glitches.
  • Users find the limited customization options in Kylas Sales CRM restrict their flexibility and efficiency in managing data.

What Are Recent G2 Reviews of Kylas Sales CRM?

Scoro

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time Scoro’s pricing is modular, built around core apps rather than fixed tiers, so you can shape a package to match your actual workflow. You choose which apps you need and price is shaped by the chosen combination, billed per user per month.

Average Rating: 4.5/5.0

Total Reviews: 486

How Do G2 Users Rate Scoro?

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

Who Is the Company Behind Scoro?

  • Seller: Scoro
  • Company Website:
  • Year Founded: 2013
  • HQ Location: London
  • Twitter: @ScoroSoftware
    8,204 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    141 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 67% Small, 24% Medium

What Do G2 Reviewers Say About Scoro?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Scoro, benefiting from its streamlined, all-in-one platform for various needs.
  • Users find Scoro's all-in-one project management capabilities essential for tracking and streamlining their business operations.
  • Users value the comprehensive project tracking of Scoro, seamlessly integrating tasks, time, and finance in one place.
  • Users value the effective time tracking feature in Scoro, enhancing productivity and simplifying task management.
  • Users love the integrated task management of Scoro, connecting projects, finances, and CRM seamlessly in one platform.
Cons
  • Users find the learning curve steep with Scoro, especially during initial setup and task creation.
  • Users find Scoro's interface not intuitive, often needing assistance to navigate its complex functionalities.
  • Users find missing features in Scoro, particularly in the mobile version and integration capabilities.
  • Users face a steep learning curve with Scoro, often requiring extensive training to navigate its complexities.
  • Users feel that the complexity of Scoro requires extensive training, potentially hindering a smooth onboarding experience.

What Are Recent G2 Reviews of Scoro?

What Are G2 Users Discussing About Scoro?

Axonaut

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

Average Rating: 4.8/5.0

Total Reviews: 44

How Do G2 Users Rate Axonaut?

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

Who Is the Company Behind Axonaut?

  • Seller: Axonaut
  • Year Founded: 2014
  • HQ Location: Labège, FR
  • Twitter: @axonaut1
    323 Twitter followers
  • LinkedIn® Page: fr.linkedin.com
    40 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction
  • Company Size: 93% Small

What Do G2 Reviewers Say About Axonaut?

AI-generated summary from verified user reviews

Pros
  • Users commend the attentive customer support of Axonaut, enhancing their overall experience and satisfaction with the CRM.
  • Users value the ease of use in Axonaut, making business management streamlined and efficient.
  • Users value the rich features of Axonaut, which enhance business management and improve information reliability.
  • Users value the time efficiency of Axonaut, enjoying streamlined processes and reliable information management.
  • Users value the time-saving benefits of Axonaut, as it streamlines processes and enhances reliability.
Cons
  • Users find the learning curve steep, requiring time and diligence to master all features of Axonaut.

What Are Recent G2 Reviews of Axonaut?

What Are G2 Users Discussing About Axonaut?

Oracle EBS CRM

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
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 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 data visibility across all departments.
  • Users value the comprehensive customer management that enhances relationships without the need for multiple tools.
  • Users value the comprehensive customer support of Oracle EBS CRM, enhancing their relationships with customers effectively.
  • Users value the efficiency of Oracle EBS CRM, enhancing collaboration and streamlining processes across departments seamlessly.
  • Users value the seamless integration of Oracle EBS CRM, enhancing collaboration and operational efficiency across business processes.
Cons
  • Users struggle with the learning curve of Oracle EBS CRM due to its outdated interface and complexity.
  • Users find the limited features of Oracle EBS CRM not aligned with their needs, creating frustration and inefficiency.
  • Users find the interface not user-friendly, causing frustration and delays with basic tasks and customizations.
  • Users struggle with connectivity issues in Oracle EBS CRM, needing third-party solutions for remote access.
  • Users find the expertise required for customization frustrating, as it often necessitates developer assistance, causing delays.

What Are Recent G2 Reviews of Oracle EBS CRM?

What Are G2 Users Discussing About Oracle EBS CRM?

Odoo CRM

With over 5 million users, Odoo is the #1 Open Source CRM software! Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and even create marketing campaign automation to increase their overall sales performance. With Odoo CRM, users can get more leads than ever before. They can also follow-up on phone calls and meetings. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated application. In our latest version (Odoo 14), UTM fields are available as optional fields. Users can handle recurring revenues and manage renewal intervals, as well. Also, you can turn emails received in your Outlook mailbox into leads, and log their content as internal notes. In addition to that, users can now search for leads and opportunities based on phone numbers. Users can track their opportunities pipeline in just a few simple steps, thanks to Odoo's user-friendly Kanban view. Users get an overview of their sales funnel, as well as instant visual information about their next steps, new messages, best opportunities, and expected incomes. The one-of-a-kind Odoo CRM marketing campaign system automates lead acquisitions, follow-ups, and special offers. Users can also determine automated actions based on predefined rules. Odoo CRM's key features are: a Kanban view to track the sales opportunities pipeline, a clear view of the next steps and actions to complete, automated creation of leads based on incoming emails (or coming directly from a website), and users can use their own email client! What more could you ask for?!

Average Rating: 4.1/5.0

Total Reviews: 186

How Do G2 Users Rate Odoo CRM?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Odoo CRM?

  • Seller: Odoo
  • Year Founded: 2005
  • HQ Location: Brussels, Belgium
  • Twitter: @Odoo
    55,391 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8,815 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Development Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 69% Small, 26% Medium

What Do G2 Reviewers Say About Odoo CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Odoo CRM to be very user-friendly, simplifying lead management and enhancing overall operational efficiency.
  • Users value the easy management of leads in Odoo CRM, streamlining their marketing efforts and communications effectively.
  • Users highlight Odoo CRM's user-friendly interface, making navigation and access to integrated data seamless and efficient.
  • Users value the easy customization of Odoo CRM, allowing tailored solutions for specific business needs and integration.
  • Users appreciate the affordable pricing of Odoo CRM, making it perfect for startups and businesses of all sizes.
Cons
  • Users find the learning curve steep, as advanced features necessitate significant time for configuration and customization.
  • Users find Odoo CRM's limited customization challenging, particularly for more complex needs and third-party integrations.
  • Users face integration issues with Odoo CRM, complicating connections to other platforms and requiring extra configuration.
  • Users find Odoo CRM not intuitive, with a cumbersome workflow and a need for a more beginner-friendly interface.
  • Users experience slow performance with Odoo CRM, particularly when handling large volumes of information, affecting usability.

What Are Recent G2 Reviews of Odoo CRM?

What Are G2 Users Discussing About Odoo CRM?

Knack

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

Average Rating: 4.3/5.0

Total Reviews: 111

How Do G2 Users Rate Knack?

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

Who Is the Company Behind Knack?

  • Seller: Knack
  • Year Founded: 2010
  • HQ Location: New York, NY
  • Twitter: @knackhq
    1,923 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Information Technology and Services
  • Company Size: 57% Small, 31% Medium

What Do G2 Reviewers Say About Knack?

AI-generated summary from verified user reviews

Pros
  • Users value Knack for its user-friendliness, making it accessible even for those with basic coding knowledge.
  • Users love Knack's intuitive interface, making app development quick and easy without the complexities of Excel.
  • Users appreciate the quick responses from customer support, enhancing their overall experience with Knack.
  • Users find Knack's ease of learning impressive, enjoying intuitive design and quick onboarding support to get started.
  • Users value Knack's simplicity, finding it easy to configure and user-friendly for various tasks.
Cons
  • Users find the missing features like duplicate removal and user field limitations very challenging and frustrating.
  • Users find limited customization options in Knack, making it challenging to manage larger apps and enhance layouts.
  • Users find feature limitations in Knack, including issues with duplicate removal, page organization, and performance in advanced applications.
  • Users find the limited features of Knack hinder customization and integration with advanced analytics tools.
  • Users encounter feature issues with Knack, such as limited developer tools and inadequate filtering for page management.

What Are Recent G2 Reviews of Knack?

What Are G2 Users Discussing About Knack?

Clarify CRM

Clarify is the autonomous CRM that helps founders and early-stage sellers build pipeline, close more deals, and spend less time on CRM busywork. Its AI automates pipeline creation, meeting admin, and CRM updates—so you can stop clicking and start closing more deals. 🧠 Auto-enrich every contact: Connect your email and calendar, and Clarify fills in fields like job title, company data, email, LinkedIn URL, funding history and more automatically. 🔗 Capture leads from anywhere: One click from LinkedIn adds and enriches contacts instantly. 📹 All-in-one meeting flow: Prep, record, and recap with AI summaries—all within Clarify. ⚙️ Self-updating deals: Clarify tracks buyer signals and suggests pipeline updates automatically. 🧩 Single customer view: Every email, call, and product action tied together in one place. It's free to get started.

Average Rating: 4.9/5.0

Total Reviews: 33

How Do G2 Users Rate Clarify CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.1/10 (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 Clarify CRM?

  • Seller: Clarify
  • Year Founded: 2024
  • HQ Location: Seattle, US
  • LinkedIn® Page: www.linkedin.com
    36 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 85% Small

What Do G2 Reviewers Say About Clarify CRM?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Clarify CRM, which streamlines workflows and enhances their selling focus.
  • Users find Clarify CRM invaluable for managing tasks and automating workflows, enhancing team collaboration and efficiency remarkably.
  • Users value the remarkable simplicity of Clarify CRM, enabling effortless management of tasks and communication with ease.
  • Users value the automation features of Clarify CRM, streamlining workflows and saving time on manual logging tasks.
  • Users value the intuitive features of Clarify CRM, enhancing productivity with seamless meeting recordings and automated call summaries.
Cons
  • Users are disappointed by the missing features in Clarify CRM, which limits functionality and customization options.
  • Users experience integration issues with Clarify CRM, affecting functionalities like syncing with Google Calendar and Slack.
  • Users find limited customization options in Clarify CRM, particularly in AI-generated details and reporting features.
  • Users find the analytics and reporting features lacking, hoping for more customization and enhancements moving forward.
  • Users find the reporting features inadequate, expecting more customization and enhancements as they evolve.

What Are Recent G2 Reviews of Clarify CRM?

Joby CRM

Joby is the all-in-one CRM for home-service teams — with a built-in Twilio phone system, power dialer, live call transcription, AI voice agents, visual IVR, and a native mobile softphone. Built for roofing, locksmith, garage door, HVAC, plumbing, electrical, pest control, cleaning, landscaping, auto transport, general contractors, and 70+ other service industries. Unlike general-purpose CRMs (HubSpot, Salesforce, Monday) and legacy field-service incumbents (ServiceTitan, Housecall Pro, Jobber), Joby is the only platform that combines the full home-services operating stack — CRM, dispatch, estimates, invoicing, payments, subcontractor management, commissions — with a real built-in phone system and AI voice layer that none of the others include natively. Key capabilities: • Built-in Twilio phone system: browser softphone, inbound/outbound calls, call recording, voicemail, visual IVR, call groups, A2P 10DLC compliance, BYOA support • Power dialer: automated outbound call lists, callback tickets, TCPA-friendly scheduling, real-time outcome logging • AI voice agents: after-hours answering, lead qualification, appointment booking (powered by VAPI + OpenAI voice) • Live Deepgram call transcription • Visual IVR and no-code workflow builder (React Flow) • CRM: pipeline, lead scoring, custom fields, ad-source tracking, bulk import • Dispatch: map-based routing, service areas, GPS tracking, route optimization • Estimates: vertical-specific builders (roofing, garage door, auto transport) with e-signature + Stripe payments • Invoicing + Stripe payments • Subcontractor portal with commission tracking (agent + subcontractor + external company commissions) • Bulk SMS campaigns + two-way SMS threading • Native iOS + Android apps with full Twilio softphone • Transparent per-seat pricing with a free trial — no sales-call gatekeeping Best fit: home-service and skilled-trades businesses from 2 to 100+ seats that want ServiceTitan-level depth without the six-figure spend or six-month onboarding, plus a real phone system that Housecall Pro and Jobber don't include natively.

Average Rating: 5.0/5.0

Total Reviews: 20

How Do G2 Users Rate Joby CRM?

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

Who Is the Company Behind Joby CRM?

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Accounting
  • Company Size: 100% Small

What Are Recent G2 Reviews of Joby CRM?

Oracle Siebel

The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why Oracle? Siebel delivers a combination of transactional, analytical, and engagement features to manage all customer-facing operations. With solutions tailored to more than 20 industries, Siebel CRM delivers comprehensive on premise and on demand CRM solutions that are tailored industry solutions with ole-based customer intelligence and pre-built integration.

Average Rating: 3.5/5.0

Total Reviews: 418

How Do G2 Users Rate Oracle Siebel?

  • Has the product been a good partner in doing business?: 7.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Oracle Siebel?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Who Uses This: Consultant, Customer Service Representative
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 63% Large, 26% Medium

What Do G2 Reviewers Say About Oracle Siebel?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Oracle Siebel, praising its intuitive interface and straightforward navigation.
  • Users find Oracle Siebel's easy setup beneficial, allowing for quick connection and efficient operation from the start.
  • Users find seamless integration in Oracle Siebel essential for enhancing customer management and streamlining workflows.
  • Users appreciate the responsive customer support of Oracle Siebel, enhancing their experience and improving sales efficiency.
  • Users value the robust and customizable features of Oracle Siebel, enhancing efficiency in customer management and business activities.
Cons
  • Users face a steep learning curve with Oracle Siebel, making initial usage challenging for beginners.
  • Users often face connectivity issues in the field, which hampers access to critical data and slows functionality.
  • Users experience occasional system bugs that can render the software temporarily unusable, impacting user experience.
  • Users find Oracle Siebel very costly, making it a challenge for small enterprises to adopt effectively.
  • Users find that Oracle Siebel has a steep learning curve and demands significant expertise, which can be challenging.

What Are Recent G2 Reviews of Oracle Siebel?

What Are G2 Users Discussing About Oracle Siebel?

Vendasta AI Platform

From agency to enterprise, the Vendasta platform is the only end-to-end management software for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bill and fulfill projects—all within a single platform. Vendasta turns complex data and instructions into easy-to-manage AI employees that work across the Vendasta platform, so businesses can grow while staying focused on what they do best. These AI employees come pre-configured with the skills and personality to fit any business. You can easily customize them using simple language too—no coding required. Whether it’s lead capture, automating customer communication, or managing content, the AI employees have you covered. Vendasta is a SOC 2 Type 2 attested organization committed to maintaining strong security and data privacy standards. Visit our Trust Center at trust.vendasta.com to access security documentation, compliance certifications, and data privacy information.

Average Rating: 4.5/5.0

Total Reviews: 537

How Do G2 Users Rate Vendasta AI Platform?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (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 Vendasta AI Platform?

  • Seller: Vendasta
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Saskatchewan
  • Twitter: @Vendasta
    3,930 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    742 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Management Consulting
  • Company Size: 84% Small, 11% Medium

What Do G2 Reviewers Say About Vendasta AI Platform?

AI-generated summary from verified user reviews

Pros
  • Users value the exceptional customer support of Vendasta AI Platform, enhancing onboarding and ongoing assistance effectively.
  • Users highly value the outstanding customer support from Vendasta, appreciating quick responses and a positive, validating attitude.
  • Users appreciate the ease of use of the Vendasta AI Platform, which simplifies marketing tasks and enhances efficiency.
  • Users love the comprehensive tools and AI services within Vendasta AI Platform, streamlining their marketing and support needs.
  • Users value the time-saving efficiency of Vendasta AI, transforming manual tasks into automated solutions effortlessly.
Cons
  • Users face a challenging learning curve due to complex integrations and automations that hinder user experience.
  • Users find the limited features of Vendasta AI Platform restrict their usage and complicate the overall experience.
  • Users find the difficult learning curve challenging, often needing extensive support to navigate the platform effectively.
  • Users find missing features and limited capabilities hinder the Vendasta AI Platform's effectiveness and usability.
  • Users find the complexity of Vendasta AI Platform concerning, often struggling with setups and integrations impacting performance.

What Are Recent G2 Reviews of Vendasta AI Platform?

What Are G2 Users Discussing About Vendasta AI Platform?

folk

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

Average Rating: 4.5/5.0

Total Reviews: 338

How Do G2 Users Rate folk?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.6/10)

Who Is the Company Behind folk?

  • Seller: folk
  • Year Founded: 2020
  • HQ Location: Distributed Team, FR
  • LinkedIn® Page: www.linkedin.com
    66 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Consulting, Marketing and Advertising
  • Company Size: 96% Small, 3% Medium

What Do G2 Reviewers Say About folk?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Folk, finding it straightforward and efficient compared to other CRM options.
  • Users value Folk for its user-friendly simplicity, making relationship management effortless and enjoyable for everyone.
  • Users love the intuitive interface that simplifies their workflow and enhances overall user experience.
  • Users appreciate the easy contact management of Folk, enjoying its clean interface and efficient relationship tracking.
  • Users value the seamless integrations of folk, enhancing productivity by centralizing communication and maintaining connections effortlessly.
Cons
  • Users find the missing features in Folk limiting, affecting customization and overall usability in their workflow.
  • Users find limited features in Folk, wishing for greater flexibility and essential CRM capabilities to enhance usability.
  • Users find email management cumbersome due to limited functionality and integration issues with Gmail.
  • Users face integration issues with Folk CRM, impacting email tracking and third-party connections like LinkedIn and Kit.
  • Users face email issues with Folk CRM, including tracking problems and lack of automatic sent notification in Outlook.

What Are Recent G2 Reviews of folk?

Aurea CRM

Aurea CRM is a comprehensive customer relationship management solution that lets you drive customer engagement tools deep into your sales organization. With end-to-end capabilities for sales and marketing, it provides a one-stop-shop that delivers a compact overview of team activities, sales pipelines, and key performance indicators so you can set priorities and make informed decisions. The new Aurea CRM Enterprise Edition has been reengineered with integrated campaign management offerings to give you the insight, access, and speed you need.

Average Rating: 4.1/5.0

Total Reviews: 24

How Do G2 Users Rate Aurea CRM?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Aurea CRM?

  • Seller: Aurea Software
  • Year Founded: 2012
  • HQ Location: Austin, TX
  • Twitter: @AureaSoftware
    481 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    239 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 46% Small, 31% Medium

What Do G2 Reviewers Say About Aurea CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the easy access with Aurea CRM, enabling seamless workflow both in-office and on-the-go.
  • Users value the high customizability of Aurea CRM, enhancing workflows and aligning perfectly with their sales processes.
  • Users value the feature richness of Aurea CRM, enhancing sales efficiency and providing a comprehensive view of customer data.
  • Users appreciate the flexibility of Aurea CRM, which enhances customization and adapts to diverse sales processes seamlessly.
  • Users value the intuitive interface of Aurea CRM, enabling seamless access and effective task management on the go.
Cons
  • Users express concerns over the expensive pricing of Aurea CRM, which may deter smaller businesses from adoption.
  • Users struggle with the steep learning curve of Aurea CRM, especially those lacking technical expertise.
  • Users find the interface not intuitive, describing a steep learning curve for those lacking technical skills.
  • Users often face a not user-friendly experience due to complex setup and an outdated interface, impacting usability.
  • Users experience slow performance with Aurea CRM, reporting sluggish loading times that hinder their productivity.

What Are Recent G2 Reviews of Aurea CRM?

What Are G2 Users Discussing About Aurea CRM?

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