# Best CRM Software - Page 3 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The [best CRM software](https://www.g2.com/articles/best-crm-software) centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships. CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles. [CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals. There are many different [types of CRM software](https://learn.g2.com/types-of-crm-software) provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help. The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication. To qualify for inclusion in the CRM category, a product must: - Provide a bounded set of sales-related functions - Provide lead, contact, account, and opportunity management functions - Capture and store sales activities and interactions performed - Consolidate customer history and transactions into a single interface - Track prospects and contacts throughout the sales pipeline - Facilitate communication at all phases of the customer lifecycle - Provide reporting features to track sales performance - Provide workflow automation capabilities to streamline sales processes - Integrate functions into a unifying database and platform ## Category Overview **Total Products under this Category:** 998 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 119,600+ Authentic Reviews - 998+ 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. ## Best CRM Software At A Glance - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [CRMOne](https://www.g2.com/products/crmone/reviews) - **Easiest to Use:** [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) - **Top Trending:** [HighLevel](https://www.g2.com/products/highlevel/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Coevera Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved. [Try for Free](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&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=1841&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%3D4&secure%5Btoken%5D=aaacc21cc7d350cb69b2112881b7d12ab58b9006a7013e94d783bb9010036a6c&secure%5Burl%5D=https%3A%2F%2Fwww.pipelinersales.com%2Fcrm%2Ffree-trial%2Fg2crowd%2F&secure%5Burl_type%5D=free_trial) --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) Constant Contact Advanced Automation helps you send the right message at the right time. From Social to SMS and email to ecommerce, we deliver tools to help you build deeper relationships with your audience. Our powerful digital marketing platform helps you be more efficient with your marketing so you can focus on your building your business. Engage Your Audience where They are with Multi-Channel Campaigns - Create comprehensive marketing campaigns with just a few clicks. Our Campaign Builder tool will help you launch a multi-channel campaign across email, social, and SMS to help you achieve your goals. Get Started Fast With Pre-Built Automation Templates - Setup your automations quickly with pre-built automation templates to help you send timely SMS and email messages. Easily Manage Your Contacts - Manage customer segments automatically using customer tags. Then, trigger automations based on how customers engage with your businesses. Automate Your Messaging - Deliver timely, relevant content with SMS and email marketing automation using our drag-and-drop Automation Path Builder. Make sure that your audience receives the right message, at the right time: automatically. Learn more at www.constantcontact.com **Average Rating:** 4.4/5.0 **Total Reviews:** 932 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Constant Contact](https://www.g2.com/sellers/constant-contact-5aaee82b-8325-4eeb-b7b7-15fada778076) - **Company Website:** https://www.constantcontact.com/home - **Year Founded:** 1995 - **HQ Location:** Waltham, US - **Twitter:** @ConstantContact (67,254 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/constant-contact/ (1,147 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, Marketing Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 81% Small-Business, 17% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (56 reviews) - Email Marketing (42 reviews) - Automation (35 reviews) - Automation Features (28 reviews) - Easy Creation (28 reviews) **Cons:** - Limited Customization (24 reviews) - Missing Features (24 reviews) - Limited Features (22 reviews) - Editing Issues (13 reviews) - Email Management (13 reviews) ### 2. [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:** 92 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 6.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,310 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (199,301 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Reviewer Demographics:** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 54% Enterprise, 47% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (2 reviews) - Easy Integration (2 reviews) - Customer Support (1 reviews) - Easy Access (1 reviews) - Easy Implementation (1 reviews) **Cons:** - Limited Customization (2 reviews) - Not Intuitive (2 reviews) - Integration Issues (1 reviews) - Not User-Friendly (1 reviews) - Slow Performance (1 reviews) ### 3. [Thryv](https://www.g2.com/products/thryv/reviews) Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform. Now including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals. From getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,873 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Thryv](https://www.g2.com/sellers/thryv) - **Company Website:** https://Thryv.com - **Year Founded:** 2012 - **HQ Location:** Dallas, TX - **Twitter:** @thryv (8,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/thryvinc (5,905 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 90% Small-Business, 9% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (109 reviews) - Automation (95 reviews) - Customer Support (76 reviews) - Automation Features (74 reviews) - Helpful (62 reviews) **Cons:** - Missing Features (60 reviews) - Learning Curve (53 reviews) - Limitations (47 reviews) - Limited Features (46 reviews) - Expensive (34 reviews) ### 4. [Copper](https://www.g2.com/products/copper/reviews) Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,121 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Copper](https://www.g2.com/sellers/copper) - **Company Website:** https://www.copper.com - **Year Founded:** 2012 - **HQ Location:** San Francisco, CA - **Twitter:** @CopperInc (2,388 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/copper-inc/ (294 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 79% Small-Business, 18% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (27 reviews) - Gmail Integration (17 reviews) - Integration (17 reviews) - Integrations (14 reviews) - Seamless Integration (13 reviews) **Cons:** - Expensive (10 reviews) - Limited Features (10 reviews) - Integration Issues (9 reviews) - Missing Features (9 reviews) - Limited Customization (8 reviews) ### 5. [OctopusPro](https://www.g2.com/products/octopuspro/reviews) OctopusPro is a cloud-based service management software with all the features and tools you need to manage and grow your business, allowing you to manage customers, leads, quotes, bookings, invoices, payments, feedback, and reviews, as well as your staff and workers in the field. Helping you reduce administrative and operational costs, increase conversions and customer retention, and improve communication between your office, field workers, and customers. **Average Rating:** 5.0/5.0 **Total Reviews:** 24 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [OctopusPro](https://www.g2.com/sellers/octopuspro) - **Year Founded:** 2009 - **HQ Location:** Sydney, AU - **LinkedIn® Page:** http://www.linkedin.com/company/octopuspro (22 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO - **Top Industries:** Computer Software - **Company Size:** 46% Mid-Market, 38% Small-Business #### Pros & Cons **Pros:** - Features (9 reviews) - Ease of Use (8 reviews) - Scheduling (7 reviews) - Task Management (7 reviews) - Helpful (6 reviews) **Cons:** - Difficult Learning (4 reviews) - Learning Curve (3 reviews) - Limited Customization (3 reviews) - Bugs (1 reviews) - Not Intuitive (1 reviews) ### 6. [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA). **Average Rating:** 3.8/5.0 **Total Reviews:** 1,454 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft) - **Year Founded:** 1975 - **HQ Location:** Redmond, Washington - **Twitter:** @microsoft (13,105,844 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/microsoft/ (227,697 employees on LinkedIn®) - **Ownership:** MSFT **Reviewer Demographics:** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 40% Mid-Market, 31% Small-Business #### Pros & Cons **Pros:** - Ease of Use (21 reviews) - Integrations (11 reviews) - Lead Management (11 reviews) - Helpful (10 reviews) - Customization (9 reviews) **Cons:** - Learning Curve (13 reviews) - Complexity (8 reviews) - Not Intuitive (7 reviews) - Expensive (6 reviews) - Limited Features (6 reviews) ### 7. [HappSales](https://www.g2.com/products/happsales/reviews) HappSales is an AI CRM & Revenue Platform for B2B companies. It distinguishes itself from transactional CRMs through - 1. One-of-its-kind integrated platform for end-to-end revenue operations - Key Account Management, Lead Management, Sales, Service, Receivables, Field operations, Workflows, & more. This eliminates revenue leakages and enhances performance. 2. Includes Army of AI Agents for AI-powered automation, insights & nudges, and other diverse use-cases 3. Mobile-First + Voice-enabled AI Copilot – modern & intuitive app that is ease to use for high adoption 4. Embedded best-practices & metrics that removes the need to engage expensive consultants 5. Rapid deployment with massive time & effort savings - with lowest Total-Cost-of-Ownership **Average Rating:** 4.9/5.0 **Total Reviews:** 38 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [HappSales](https://www.g2.com/sellers/happsales) - **Year Founded:** 2018 - **HQ Location:** Bangalore, IN - **LinkedIn® Page:** https://www.linkedin.com/company/happsales/ (13 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Information Technology and Services - **Company Size:** 60% Small-Business, 38% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (8 reviews) - User-Friendly (8 reviews) - Customer Support (4 reviews) - Customer Management (3 reviews) - Data Management (3 reviews) **Cons:** - Learning Curve (5 reviews) - Reporting Issues (2 reviews) - Setup Difficulties (2 reviews) - Expensive (1 reviews) - Incomplete Information (1 reviews) ### 8. [Coevera](https://www.g2.com/products/coevera/reviews) Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved. **Average Rating:** 4.6/5.0 **Total Reviews:** 443 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc) - **Company Website:** https://www.coevera.com - **Year Founded:** 2007 - **HQ Location:** Los Angeles, CA - **LinkedIn® Page:** https://www.linkedin.com/company/2067987/ (134 employees on LinkedIn®) - **Phone:** (888) 843-6699 **Reviewer Demographics:** - **Who Uses This:** Director, President - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 71% Small-Business, 23% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (13 reviews) - Easy Tracking (7 reviews) - Helpful (7 reviews) - User Interface (7 reviews) - User-Friendly (6 reviews) **Cons:** - Limited Customization (6 reviews) - Expensive (5 reviews) - Complexity (4 reviews) - Integration Issues (3 reviews) - Learning Curve (3 reviews) ### 9. [Teamgate](https://www.g2.com/products/teamgate/reviews) Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. We pride ourselves on empowering Sales and Sales teams to increase their speed of execution across the entire sales cycle. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential. **Average Rating:** 4.6/5.0 **Total Reviews:** 17 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Teamgate, UAB](https://www.g2.com/sellers/teamgate-uab) - **Year Founded:** 2012 - **HQ Location:** Las Vegas, NV - **Twitter:** @Teamgate (10,747 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/teamgatecrm (6 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 74% Small-Business, 16% Mid-Market #### Pros & Cons **Pros:** - Customer Support (4 reviews) - Ease of Use (3 reviews) - Analytics (2 reviews) - Business Management (2 reviews) - Daily Use (2 reviews) **Cons:** - Expensive (1 reviews) - Lead Management (1 reviews) - Missing Features (1 reviews) - Sales (1 reviews) - Visibility Issues (1 reviews) ### 10. [Oracle Siebel](https://www.g2.com/products/oracle-siebel/reviews) 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:** 406 **User Satisfaction Scores:** - **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) **Seller Details:** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,310 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (199,301 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Reviewer Demographics:** - **Who Uses This:** Consultant, Customer Service Representative - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 64% Enterprise, 25% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (6 reviews) - Easy Setup (4 reviews) - Feature Richness (4 reviews) - Integration (4 reviews) - Customer Support (3 reviews) **Cons:** - Learning Curve (4 reviews) - Connectivity Issues (2 reviews) - High Complexity (2 reviews) - Bugs (1 reviews) - Expensive (1 reviews) ### 11. [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) Sugar Sell is sales automation that actually fits how B2B sales work. It helps sales teams manage pipelines, forecast revenue, and grow accounts – all from one place. Sales leaders get visibility into pipeline and performance to drive more consistent wins. Reps get clear next steps for every opportunity. With Sugar Sell, you can make sense of your data, scale what works, and sell your way. **Average Rating:** 3.8/5.0 **Total Reviews:** 718 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [SugarCRM](https://www.g2.com/sellers/sugarcrm) - **Year Founded:** 2004 - **HQ Location:** Cupertino, CA - **Twitter:** @SugarAI (20,840 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/17345/ (581 employees on LinkedIn®) - **Phone:** +1 (408) 454-6900 **Reviewer Demographics:** - **Who Uses This:** Sales Manager, Marketing Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 50% Mid-Market, 35% Small-Business #### Pros & Cons **Pros:** - Ease of Use (15 reviews) - Easy Customization (12 reviews) - User-Friendly (12 reviews) - Feature Richness (10 reviews) - Customer Support (9 reviews) **Cons:** - Integration Issues (9 reviews) - Bugs (6 reviews) - Learning Curve (6 reviews) - Feature Issues (5 reviews) - Limited Customization (5 reviews) ### 12. [Success.ai](https://www.g2.com/products/success-ai/reviews) Success.ai is an AI-driven platform designed to revolutionize B2B lead generation and email outreach. By providing unlimited access to a vast database of over 700 million verified contacts, it empowers businesses to connect with potential clients efficiently. The platform integrates advanced tools such as AI-powered email writing, automated email warm-up services, and a unified inbox, streamlining the entire outreach process. Success.ai caters to sales teams, marketers, agencies, and entrepreneurs aiming to enhance their outbound sales campaigns and drive revenue growth effectively. Key Features and Functionality: - Extensive B2B Leads Database: Access to over 700 million verified B2B contacts, enabling users to identify and reach potential clients across various industries. - Unlimited Email Sending and Warm-Up: Connect multiple email accounts with no restrictions and utilize automated warm-up services to improve email deliverability and avoid spam filters. - AI-Powered Email Writer: Craft personalized and impactful email campaigns using AI-driven content generation, enhancing engagement rates. - Unified Inbox and CRM Integration: Manage all email communications from a single interface and integrate seamlessly with existing CRM systems for efficient lead tracking. - Multichannel Outreach: Engage leads through various channels, including email, LinkedIn, and phone, from a single campaign platform. - Advanced Campaign Analytics: Monitor and analyze campaign performance with real-time metrics to optimize outreach strategies. Primary Value and Solutions Provided: Success.ai addresses the challenges of scaling B2B outreach by offering a comprehensive suite of tools that automate and enhance the lead generation process. By leveraging AI technology, it reduces the time and effort required to identify and engage potential clients, allowing businesses to focus on closing deals and driving growth. The platform's unlimited access to a vast contact database, combined with its advanced email management features, ensures that users can execute effective and personalized outreach campaigns at scale. This results in increased lead conversion rates, improved email deliverability, and a more streamlined sales process, ultimately contributing to higher revenue and business success. **Average Rating:** 4.8/5.0 **Total Reviews:** 276 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Success AI](https://www.g2.com/sellers/success-ai) - **HQ Location:** Sheridan, WY - **LinkedIn® Page:** https://www.linkedin.com/company/success-ai/ (97 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Virtual Assistant, Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 82% Small-Business, 17% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (123 reviews) - Automation AI (99 reviews) - Lead Generation (88 reviews) - Time-saving (78 reviews) - Efficiency (75 reviews) **Cons:** - Learning Curve (56 reviews) - Learning Difficulty (37 reviews) - Slow Loading (30 reviews) - Missing Features (28 reviews) - Limited Customization (24 reviews) ### 13. [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry. **Average Rating:** 4.4/5.0 **Total Reviews:** 908 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm) - **Company Website:** https://pipelinecrm.com/ - **Year Founded:** 2006 - **HQ Location:** Seattle, WA - **Twitter:** @PipelineDeals (2,865 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1073626/ (29 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Account Manager, President - **Top Industries:** Construction, Marketing and Advertising - **Company Size:** 65% Small-Business, 27% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (9 reviews) - Intuitive (6 reviews) - Pipeline Management (6 reviews) - Customer Management (5 reviews) - Customer Support (5 reviews) **Cons:** - Limited Features (7 reviews) - Limited Customization (6 reviews) - Integration Issues (5 reviews) - Missing Features (4 reviews) - Slow Performance (3 reviews) ### 14. [Apptivo](https://www.g2.com/products/apptivo/reviews) Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle: **Marketing** - Create targeted lists of contacts, build & deliver email campaigns, and track analytics. **Sales** - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting. **Help Desk** - A powerful ticketing system with email integration, web portal, and time tracking. **Project Management** - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent. **Field Service** - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing. **Quoting & Billing** - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities. **Order Management** - Turn quotes into orders, track inventory & shipments, and bill the customer for your product. **Procurement & Supply Chain** - Manage your vendors, track purchase orders & invoicing, and manage inventory. Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: **Affordability** , **Flexibility** , and **Capability**. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business. **Average Rating:** 4.4/5.0 **Total Reviews:** 215 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.6/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Apptivo](https://www.g2.com/sellers/apptivo) - **Year Founded:** 2009 - **HQ Location:** Fremont, California - **Twitter:** @Apptivo (5,952 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/987634/ (223 employees on LinkedIn®) - **Phone:** +1 (855) 345-2777 **Reviewer Demographics:** - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Construction - **Company Size:** 82% Small-Business, 14% Mid-Market #### Pros & Cons **Pros:** - Customer Support (33 reviews) - Helpful (20 reviews) - Ease of Use (18 reviews) - Customization (14 reviews) - Customizability (12 reviews) **Cons:** - Learning Curve (11 reviews) - Missing Features (11 reviews) - Limited Features (10 reviews) - Integration Issues (8 reviews) - Improvement Needed (7 reviews) ### 15. [Ultra-Staff EDGE Staffing and Recruiting Software](https://www.g2.com/products/ultra-staff-edge-staffing-and-recruiting-software/reviews) Ultra-Staff EDGE, developed by Automated Business Designs Inc., is a leading staffing software solution that offers a full-featured experience at the entry or enterprise level. Designed for temporary, direct hire, and medical staffing, Ultra-Staff EDGE allows you to seamlessly stay connected with clients and candidates through a robust all-in-one solution that includes front and back office, web portals, onboarding, mobile, data analytics, shift scheduling, and a labor dispatch module. Ultra-Staff EDGE is one of the only solutions that streamlines every aspect of a staffing and recruiting business. It not only helps data seamlessly flow between solutions, but it avoids multiple data entry, misplacement of information, eliminates costs, and allows you to gain big picture reporting insights into your business. Nationally, thousands of users take advantage of the Ultra-Staff EDGE suite and its contemporary, leading-edge, and innovative features. The Ultra-Staff EDGE interface is designed to complement each user’s personal workflow with customizable dashboards and user interface. Whether you are a recruiter, manager, sales person, or accountant the easy-to-use interface and customizable features makes it a software the whole team can’t live without. **Average Rating:** 4.7/5.0 **Total Reviews:** 60 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Automated Business Designs](https://www.g2.com/sellers/automated-business-designs-d59d3432-27aa-4070-9de2-75e0260d635e) - **Company Website:** https://abd.net - **Year Founded:** 1982 - **HQ Location:** Chicago, Illinois - **Twitter:** @ABDtweets (1,192 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/automated-business-designs/ (24 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Staffing and Recruiting - **Company Size:** 46% Small-Business, 34% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (23 reviews) - Customer Support (18 reviews) - Helpful (15 reviews) - Features (11 reviews) - Time-saving (8 reviews) **Cons:** - Integration Issues (5 reviews) - Missing Features (5 reviews) - Bugs (4 reviews) - Learning Curve (4 reviews) - Candidate Management (3 reviews) ### 16. [VBOUT](https://www.g2.com/products/vbout/reviews) VBOUT is an AI-enabled marketing platform that helps small teams create big businesses. VBOUT is trusted by 1000’s of businesses worldwide to automate and centralize their marketing while delivering engaging, personalized experiences to their audiences. Agencies and partners use VBOUT directly or through a white label setup to build custom plans, manage sub-accounts and share assets from one client account to many. With VBOUT, you can: - Boost productivity, deliver personalized content, and increase ROI using AI-powered features. - Streamline interactions with a multi-channel AI chatbot. - Manage all your social media from one place. - Engage with your customers by creating and sending winning email campaigns. - Design stunning, personalized and dynamic landing pages with no coding. - Create automations with an intuitive visual builder. - Nurture leads from click to close - and beyond. - Grow and maintain your audience lists easily. - Track and analyze all your marketing activities on a customizable dashboard. The platform has AI-powered features, AI chatbot, easy drag-and-drop landing pages and forms, an intuitive visual automation builder, social media management, email marketing tools and a growing library of pre-built templates for a broad range of marketing campaigns. In-depth, native analytics and lead tracking provide marketers a full view of their pipeline, list engagement and campaign performance. Growing businesses and agencies trust VBOUT’s flexible platform and award-winning, free premium support to help them attract the right customers, convert more visitors into customers, and run complete marketing campaigns in one easy-to-use platform. **Average Rating:** 4.7/5.0 **Total Reviews:** 257 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.6/10 (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) **Seller Details:** - **Seller:** [Vbout Inc.](https://www.g2.com/sellers/vbout-inc) - **Year Founded:** 2013 - **HQ Location:** New York, NY - **Twitter:** @vboutcom (1,789 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2951785/ (30 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Founder, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 89% Small-Business, 10% Mid-Market #### Pros & Cons **Pros:** - Email Marketing (3 reviews) - Ease of Use (2 reviews) - Feature Richness (2 reviews) - Landing Pages (2 reviews) - Powerful Features (2 reviews) **Cons:** - Campaign Issues (1 reviews) - Campaign Management (1 reviews) - Complex Usage (1 reviews) - Email Issues (1 reviews) - Inefficient (1 reviews) ### 17. [Membrain](https://www.g2.com/products/membrain/reviews) Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain's sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform's user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape. **Average Rating:** 4.6/5.0 **Total Reviews:** 208 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Membrain](https://www.g2.com/sellers/membrain) - **Company Website:** https://www.membrain.com/ - **Year Founded:** 2012 - **HQ Location:** Stockholm, Sweden - **Twitter:** @membrain_com (1,995 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/membraincom/ (39 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 60% Small-Business, 35% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (26 reviews) - Customization (17 reviews) - Helpful (17 reviews) - Customer Support (15 reviews) - Customizability (14 reviews) **Cons:** - Missing Features (11 reviews) - Learning Curve (9 reviews) - Incomplete Information (5 reviews) - Limited Features (5 reviews) - Dashboard Issues (4 reviews) ### 18. [Ohanafy](https://www.g2.com/products/ohanafy/reviews) Ohanafy is an all-in-one beverage business platform built on Salesforce, designed to help suppliers, distributors, and retailers sell more, scale smarter, and run more efficiently. Bringing together order management, ecommerce, payments, warehousing, CRM, maps, data, and AI, Ohanafy gives the entire beverage ecosystem the tools to simplify operations and grow revenue. Since launching, Ohanafy has powered hundreds of beverage companies across beer, wine, spirits, and non-alcoholic categories. Helping them streamline operations, eliminate inefficiencies, and future-proof their businesses. Customers include family-owned distributors, fast-growing non-alc brands, and global suppliers. Backed by leading investors and advised by industry veterans, Ohanafy’s team combines decades of experience across technology, data, and beverage industry experience. With deep Salesforce expertise and firsthand knowledge of the complexities of beverage operations, Ohanafy is uniquely positioned to deliver innovation at scale. Ohanafy is the trusted technology provider across all three tiers of beverage. By uniting modern AI, real-time analytics, and enterprise-grade infrastructure, Ohanafy is redefining how the beverage industry works today—and prepares for tomorrow. **Average Rating:** 5.0/5.0 **Total Reviews:** 60 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 10.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Ohanafy](https://www.g2.com/sellers/ohanafy) - **Company Website:** https://www.ohanafy.com/ - **Year Founded:** 2022 - **HQ Location:** Wilmington, NC - **Twitter:** @OhanafyInc (31 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ohanafy/ (22 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Food & Beverages - **Company Size:** 87% Small-Business, 12% Mid-Market #### Pros & Cons **Pros:** - Customer Satisfaction (3 reviews) - Customer Support (3 reviews) - Accuracy (1 reviews) - Customization (1 reviews) - Data Accuracy (1 reviews) **Cons:** - Improvement Needed (1 reviews) - Inadequate Financial Management (1 reviews) - Limited Customization (1 reviews) - Missing Features (1 reviews) ### 19. [EspoCRM](https://www.g2.com/products/espocrm/reviews) Open Source CRM application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities - all in an easy and intuitive interface. **Average Rating:** 4.6/5.0 **Total Reviews:** 23 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.5/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [EspoCRM](https://www.g2.com/sellers/espocrm) - **Year Founded:** 2014 - **HQ Location:** Chernivtsi, Ukraine - **Twitter:** @EspoCRM (663 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5238217/ (6 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 67% Small-Business, 21% Mid-Market #### Pros & Cons **Pros:** - Automation AI (2 reviews) - Easy Customization (2 reviews) - Automation Focus (1 reviews) - Customizability (1 reviews) - Ease of Learning (1 reviews) **Cons:** - Email Issues (1 reviews) - Expertise Required (1 reviews) - Integration Issues (1 reviews) - Lead Management (1 reviews) - Missing Features (1 reviews) ### 20. [Striven](https://www.g2.com/products/striven-2024-03-26/reviews) Your business at its best. Striven is an all-in-one business management software with everything you need to grow revenue, work efficiently, and improve operations. Striven is a complete software solution—we’ve combined all the core features you need for accounting, sales, projects, management, and reporting into one simple system. Simplify, Unify, Thrive. With Striven, you’ll never need separate and unconnected software applications again. Finally, you can run your entire business from anywhere, on any device. **Average Rating:** 4.5/5.0 **Total Reviews:** 101 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Miles IT](https://www.g2.com/sellers/miles-it-70a76636-820d-4454-ba1c-87fd6eac9660) - **Company Website:** https://www.striven.com - **Year Founded:** 2008 - **HQ Location:** Tampa, Florida - **Twitter:** @SoftwareStriven (3,453 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/striven-software/ (43 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Accounting, Construction - **Company Size:** 75% Small-Business, 27% Mid-Market #### Pros & Cons **Pros:** - Customer Service (9 reviews) - Customer Support (9 reviews) - Ease of Use (6 reviews) - User-Friendly (6 reviews) - Meets Needs (4 reviews) **Cons:** - Improvement Needed (5 reviews) - Missing Features (4 reviews) - Feature Limitations (3 reviews) - Functionality Issues (3 reviews) - Learning Curve (3 reviews) ### 21. [Sage CRM](https://www.g2.com/products/sage-crm/reviews) Sage CRM is specifically designed to help small and medium sized businesses like yours. It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business and not on their software. With Sage CRM, you can be up and running in just days. Most importantly, it's affordable—so you can be assured that you're getting the best possible value for your money. **Average Rating:** 3.8/5.0 **Total Reviews:** 126 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.6/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Sage Software](https://www.g2.com/sellers/sage-software-d61a780c-4fb3-4781-9519-baa772f5ea91) - **Year Founded:** 1981 - **HQ Location:** Newcastle - **LinkedIn® Page:** https://www.linkedin.com/company/2802/ (15,471 employees on LinkedIn®) - **Ownership:** SGE.L - **Phone:** +1 (866) 996-7243 **Reviewer Demographics:** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Mid-Market, 44% Small-Business #### Pros & Cons **Pros:** - Ease of Use (7 reviews) - Customer Management (4 reviews) - Easy Access (4 reviews) - Easy Navigation (4 reviews) - User-Friendly (4 reviews) **Cons:** - Limited Customization (5 reviews) - Expertise Required (3 reviews) - Integration Issues (3 reviews) - Not User-Friendly (3 reviews) - Learning Curve (2 reviews) ### 22. [Bixjet](https://www.g2.com/products/bixjet/reviews) BixJet is a multichannel sales automation platform built to help teams generate leads, automate follow-ups, and close deals faster, with a strong focus on LinkedIn automation, email sequencing, WhatsApp outreach, and LinkedIn data extraction. Instead of manually switching between tools, BixJet centralizes prospecting, outreach, follow-ups, and pipeline management into one unified system. **Average Rating:** 4.8/5.0 **Total Reviews:** 107 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Bixjet](https://www.g2.com/sellers/bixjet) - **Year Founded:** 2021 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/bixjet/ (11 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Founder - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 86% Small-Business, 11% Mid-Market #### Pros & Cons **Pros:** - Customer Support (22 reviews) - Ease of Use (21 reviews) - Automation Features (15 reviews) - Lead Management (12 reviews) - Automation Focus (9 reviews) **Cons:** - Limited Customization (3 reviews) - Integration Issues (2 reviews) - Learning Curve (2 reviews) - Lead Management (1 reviews) - Limited Features (1 reviews) ### 23. [CompanyHub CRM](https://www.g2.com/products/companyhub-crm/reviews) Along with general CRM features like contact management, sales pipeline management, quotes and product management CompanyHub is very powerful with following aspects of CRMs. Customizable for different industries Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table / field. Powerful Reporting You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables. Strong Email Automation Sales people spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC / copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a gmail plugin to track any mail sent from gmail. Minimize efforts on feeding data in CRM Sales people hate updating CRMs. And its not their mistake. CRMs are time consuming. CompanyHub lets them do everything from one place - like excel. From a single page, you can create records, add notes, conversations & tasks, edit fields, and send followup mails. Email sync & bulk mail also save lot of time. Control who can see what data Lead information is a very important asset of company. Even within the team, they prefer to regulate who can see what data. CompanyHub gives complete control on who can see which records, and even which fields. It supports hierarchy based as well as rule based access control. Even if two sales persons are seeing same page / report, they will see different data based on what is visible to them. So CompanyHub is very adaptive and easily accommodate your daily business routine without changing your process. **Average Rating:** 4.7/5.0 **Total Reviews:** 45 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.5/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [CompanyHub](https://www.g2.com/sellers/companyhub) - **Year Founded:** 2015 - **HQ Location:** Nasik - **LinkedIn® Page:** https://www.linkedin.com/company/10206297/ (26 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 89% Small-Business, 9% Enterprise #### Pros & Cons **Pros:** - Ease of Use (1 reviews) - Lead Management (1 reviews) - Organization Efficiency (1 reviews) - Simplicity (1 reviews) **Cons:** - Learning Curve (1 reviews) - Not Intuitive (1 reviews) ### 24. [VobeSoft](https://www.g2.com/products/vobesoft/reviews) VobeSoft is the modular platform for your work. Configure databases, automations, and views to streamline and optimize your operations—all within one flexible system. Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used. **Average Rating:** 4.6/5.0 **Total Reviews:** 42 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [VobeSoft](https://www.g2.com/sellers/vobesoft) - **Year Founded:** 2011 - **HQ Location:** s-Hertogenbosch, North Brabant - **LinkedIn® Page:** https://www.linkedin.com/company/vobesoft/ (15 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Insurance, Financial Services - **Company Size:** 60% Small-Business, 37% Mid-Market ### 25. [Planhat](https://www.g2.com/products/planhat/reviews) Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us. **Average Rating:** 4.5/5.0 **Total Reviews:** 907 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10) **Seller Details:** - **Seller:** [Planhat](https://www.g2.com/sellers/planhat) - **Company Website:** https://www.planhat.com - **Year Founded:** 2015 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @planhat (1,045 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10168756/ (227 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Customer Success Manager, Head of Customer Success - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Mid-Market, 32% Small-Business #### Pros & Cons **Pros:** - Ease of Use (215 reviews) - Customer Support (155 reviews) - Customization (106 reviews) - Automation Efficiency (103 reviews) - Helpful (103 reviews) **Cons:** - Learning Curve (113 reviews) - Complexity (78 reviews) - Steep Learning Curve (62 reviews) - Integration Issues (58 reviews) - Limitations (56 reviews) ## Parent Category [Sales Tools](https://www.g2.com/categories/sales-tools) ## Related Categories - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- ## Buyer Guide ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)