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monday CRM

The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations

Average Rating: 4.5/5.0

Total Reviews: 1,840

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

  • Seller: monday.com
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Tel Aviv
  • Twitter: @mondaydotcom
    40,761 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10,589 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 74% Small, 23% Medium

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

Pros
  • Users find monday CRM to be very user-friendly, appreciating its simplicity and helpful features for collaborative work.
  • Users praise the efficient integrations that enhance workflow, making daily tasks smoother and easier to manage.
  • Users value the automation features of monday CRM, enhancing workflow efficiency and minimizing manual tasks.
  • Users appreciate the incredible customizability of monday CRM, enabling tailored solutions for their unique business needs.
  • Users appreciate the user-friendly features of monday CRM, enhancing lead management and overall workflow efficiency.
Cons
  • Users find the learning curve steep, particularly in connecting boards and fully integrating the system.
  • Users find the missing features in monday CRM, like limited automation and columns, significantly hinder their workflows.
  • Users notice limited features in monday CRM, feeling it lacks depth compared to more robust CRM tools.
  • Users find limited customization in monday CRM compared to more robust tools, affecting detailed reporting and complex setups.
  • Users find the integration issues problematic, as they require manual setup and can lead to frustrating lags.

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 2,236

Category Stats (Oct 2026)

  • Average Rating: 4.41/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Vryno CRM (+15.16%) - Among all products in this category, Vryno CRM recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 126,100+ Authentic Reviews
  • 2,236+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

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

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

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

OctopusPro

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

How Do G2 Users Rate OctopusPro?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • 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: 8.7/10)

Who Is the Company Behind OctopusPro?

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Computer Software
  • Company Size: 46% Medium, 38% Small

What Do G2 Reviewers Say About OctopusPro?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless integration of job scheduling and CRM in OctopusPro, enhancing productivity and customer satisfaction.
  • Users appreciate the ease of use of OctopusPro, benefiting from its seamless integration and intuitive interface.
  • Users appreciate the scheduling flexibility of OctopusPro, enhancing productivity and streamlining technician dispatching.
  • Users value the efficient task management of OctopusPro, which streamlines workflows and saves considerable time.
  • Users find the helpful support of OctopusPro invaluable, ensuring smooth management and quick resolutions to issues.
Cons
  • Users find the difficult learning curve of OctopusPro challenging, especially with its numerous features and customization options.
  • Users note a significant learning curve with OctopusPro due to its extensive features, especially for newcomers.
  • Users find the limited customization options of OctopusPro challenging, requiring time and skill to fully adapt.
  • Users report no significant issues with OctopusPro, highlighting effective bug fixing and responsive customer service.
  • Users find the interface not intuitive initially, facing a learning curve due to numerous features and options.

What Are Recent G2 Reviews of OctopusPro?

What Are G2 Users Discussing About OctopusPro?

Success.ai

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: 274

How Do G2 Users Rate Success.ai?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)
  • 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: 8.7/10)

Who Is the Company Behind Success.ai?

Who Uses This Product?

  • Who Uses This: Virtual Assistant, Content Writer
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 83% Small, 17% Medium

What Do G2 Reviewers Say About Success.ai?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Success.ai, enjoying seamless integration of tools for efficiency and time-saving.
  • Users love the time-saving automation features of Success.ai, streamlining lead management and outreach in one platform.
  • Users value the streamlined lead generation capabilities of Success.ai, integrating automation and outreach in one platform.
  • Users value the time-saving automation features of Success.ai, enhancing efficiency in lead management and follow-ups.
  • Users value the efficient connectivity Success.ai provides, enabling quick access to updated and accurate contact information.
Cons
  • Users find the learning curve steeper than advertised, requiring time to adjust before fully utilizing Success.ai.
  • New users often face learning difficulties with understanding pricing and features, complicating the selection of the right plan.
  • Users find the slow loading of Success.ai frustrating, as it disrupts workflow and hampers productivity.
  • Users find missing features in Success.ai, particularly in lead tracking for niche industries and email variety.
  • Users find the limited customization in role options occasionally confusing, especially for large teams requiring clarity and efficiency.

What Are Recent G2 Reviews of Success.ai?

Ohanafy

Ohanafy is the AI-powered operating system for the beverage industry. Powered by Salesforce and built specifically for suppliers and wholesalers, Ohanafy combines modern usability with advanced intelligence to simplify operations, streamline decisions, and unlock growth, helping beverage companies work smarter today and lead with confidence tomorrow. Why beverage companies make the switch The industry runs on legacy systems that haven't meaningfully changed in decades, or a stack of tools stitched together that don't speak to each other. The cost shows up everywhere. Data gets re-entered by hand, reports get rebuilt from exports, inventory counts nobody fully trusts, and decisions wait on someone to pull a file. Teams end up managing their software instead of their business. One platform, one source of truth Ohanafy brings the entire operation onto a single platform and a single data model. Everything works from the same live information, so the order placed in the field, the inventory it draws down, the invoice it generates, and the dashboard it lands in are the same record. Nothing to reconcile between systems, and no overnight sync standing between you and knowing where you stand. AI built into the work, not bolted on Predictive and agentic AI forecast demand, surface the next best action, flag the accounts and inventory that need attention, and handle routine work that used to take hours every week. It isn't a separate module your team has to remember to open. The intelligence shows up inside the workflow they're already in, which is the only place it actually gets used. What changes Lower operating costs. Less inventory waste. The right products in the right accounts. A clearer read on where the next dollar of growth is coming from, and enough confidence in the numbers to act on them without a second look. Built on Salesforce, not just integrated with it Ohanafy is native to Salesforce, so it inherits enterprise grade security, reliability, and a platform your admins already know how to manage. It extends the investment you've already made rather than adding another system to maintain alongside it. A true partner, not just a vendor Our customers are experts in beverage. We're experts in technology. Implementation, training, and enablement are built around how your team actually works. We bring a team that stays alongside long after go-live, and a roadmap built with customers rather than at them. What you get isn't a vendor relationship. It's a strategic partnership with a team invested in what you're building.

Average Rating: 4.9/5.0

Total Reviews: 61

How Do G2 Users Rate Ohanafy?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.0/10)
  • 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: 8.7/10)

Who Is the Company Behind Ohanafy?

  • Seller: Ohanafy
  • Company Website:
  • Year Founded: 2022
  • HQ Location: Wilmington, NC
  • Twitter: @OhanafyInc
    27 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    29 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Food & Beverages
  • Company Size: 85% Small, 13% Medium

What Do G2 Reviewers Say About Ohanafy?

AI-generated summary from verified user reviews

Pros
  • Users highlight the exceptional customer support of Ohanafy, consistently exceeding expectations and enhancing overall satisfaction.
  • Users highlight the exceptional customer support of Ohanafy, appreciating the responsiveness and understanding of the team.
  • Users rave about the real-time data access in Ohanafy, ensuring always up-to-date information for effective decision-making.
  • Users appreciate the incredible flexibility of Ohanafy, enabling seamless customization to fit their specific business needs.
  • Users value the real-time data accuracy of Ohanafy, ensuring access to the most current and relevant information.
Cons
  • Users suggest enhancing Ohanafy with integrated accounting features to streamline operations and eliminate external tool reliance.
  • Users see inadequate financial management in Ohanafy, wishing for direct integration of accounting software to enhance functionality.
  • Users feel there is limited customization options in Ohanafy, particularly regarding integrated accounting functionalities.
  • Users note the missing accounting and financial software features in Ohanafy, seeking a more complete solution.

What Are Recent G2 Reviews of Ohanafy?

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Teamgate

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

How Do G2 Users Rate Teamgate?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.0/10)
  • 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: 8.7/10)

Who Is the Company Behind Teamgate?

  • Seller: Teamgate, UAB
  • Year Founded: 2012
  • HQ Location: Las Vegas, NV
  • Twitter: @Teamgate
    10,734 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 74% Small, 16% Medium

What Do G2 Reviewers Say About Teamgate?

AI-generated summary from verified user reviews

Pros
  • Users praise the exceptional customer support from TeamGate, appreciating their quick responses and attentive service.
  • Users appreciate the ease of use of Teamgate, finding the platform intuitive and support readily available.
  • Users rave about the informative and user-friendly analytics that enhance customer relationship management in Teamgate.
  • Users find Teamgate to be a very convenient platform for managing customer information and enhancing business operations.
  • Users find Teamgate to be a convenient all-in-one platform for managing customer information and sales effortlessly.
Cons
  • Users find Teamgate expensive for essential features, making it hard for small businesses to afford necessary functionality.
  • Users feel the lack of essential sales features in Teamgate's business plan limits their effectiveness and increases costs.
  • Users feel the absence of essential features in Teamgate hampers their sales processes and constrains budget-friendly options.
  • Users find the features lacking in Teamgate's business plan, making it difficult to meet their sales needs.
  • Users report visibility issues with Teamgate, missing essential features in the business plan that hinder sales.

What Are Recent G2 Reviews of Teamgate?

Snov.io

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

Average Rating: 4.5/5.0

Total Reviews: 491

How Do G2 Users Rate Snov.io?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Snov.io?

  • Seller: Snovio
  • Year Founded: 2017
  • HQ Location: New York
  • Twitter: @snov_io
    2,583 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    203 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Marketing Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 73% Small, 26% Medium

What Do G2 Reviewers Say About Snov.io?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Snov.io, allowing for quick lead generation and efficient email campaigns.
  • Users commend Snov.io's exceptional customer support, highlighting proactive and knowledgeable assistance that enhances their experience.
  • Users appreciate the simplicity and powerful features of Snov.io, enhancing their lead generation and workflow efficiency.
  • Users love the accurate email finder of Snov.io, streamlining their lead generation and boosting deliverability.
  • Users praise Snov.io for its accurate email finder and effective lead generation features, enhancing campaign efficiency significantly.
Cons
  • Users face challenges with email tracking issues, limiting insights on engagement and complicating integration with Gmail.
  • Users face challenges with difficult email integration for tracking emails directly with their Gmail account.
  • Users find the missing features of Snov.io, such as integrations and discounts, significantly hinder their experience.
  • Users find Snov.io expensive, especially for add-ons and unnecessary features that may not be fully utilized.
  • Users often face a challenging learning curve with Snov.io, making setup and understanding the tool difficult.

What Are Recent G2 Reviews of Snov.io?

What Are G2 Users Discussing About Snov.io?

Dreamhub

Dreamhub is an AI native Customer Relationship Management (CRM) platform built exclusively for B2B software revenue teams. Unlike horizontal CRMs that treat every industry the same and require extensive manual data entry, Dreamhub is trained specifically on how B2B software companies sell, onboard, retain, and expand customers. It automates data capture from every sales and customer interaction, then applies AI that understands the B2B software revenue motion to deliver insights teams can act on: which deals are likely to close, which customers are at risk, and where execution needs to improve. Because Dreamhub learns from a company's own revenue behaviors and benchmarks against similar B2B software organizations, its forecasts and recommendations become more accurate over time. Dreamhub is designed as a full replacement for traditional CRMs like Salesforce and HubSpot, as well as the point solutions teams layer on top of them, including Gong, Clari, and Gainsight. It integrates with execution tools like Outreach.io. Key Features and Functionality: Automated Data Capture: Dreamhub eliminates manual CRM updates by automatically recording data from calls, emails, and meetings, keeping records current and accurate without rep effort. Unified Revenue Lifecycle Data Model: A single structured model spans the entire customer journey, from first touch through onboarding, retention, and expansion, so sales, customer success, and RevOps work from the same data. AI Powered Forecasting: Forecasting built for B2B software, learning from a team's specific sales patterns and comparing them with industry peers to improve predictive accuracy and produce a forecast leaders can defend. Real Time Insights and Coaching: Dreamhub acts as an AI analyst, surfacing pipeline risks, rep performance signals, and forecast confidence, and learning from top performers to coach the entire team. Integrated Sales Methodologies: Built-in support for established methodologies like MEDDPICC and SPICED, applied automatically using data captured from sales interactions rather than manual scorecards. Retention and Expansion Intelligence: Structured tracking of onboarding milestones, product usage, success criteria, and stakeholder sentiment to surface churn risk and expansion opportunities early. Primary Value and Problem Solved: B2B software revenue teams typically juggle a CRM plus separate tools for conversation intelligence, forecasting, and customer success, each with its own data silo. Dreamhub consolidates these into one platform with one data model and one AI layer, Dreamer, that both surfaces insight and executes on it. The result is less manual work, more reliable forecasts, and a clearer picture of the full customer lifecycle, helping teams improve win rates and retention while reducing tool sprawl and cost.

Average Rating: 4.8/5.0

Total Reviews: 11

How Do G2 Users Rate Dreamhub?

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

Who Is the Company Behind Dreamhub?

  • Seller: Dreamhub
  • Company Website:
  • Year Founded: 2024
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 91% Small, 9% Medium

What Are Recent G2 Reviews of Dreamhub?

Wortal CRM

Wortal CRM is a comprehensive cloud-based customer relationship management solution designed to streamline sales processes and enhance customer interactions. It offers a suite of tools that assist businesses in managing leads, tracking opportunities, and automating sales activities, thereby improving efficiency and driving growth. Key Features and Functionality: - Lead Management: Capture leads from various integrated platforms and assign them to relevant team members either manually or automatically. Receive notifications for new leads and set reminders for follow-ups to ensure timely engagement. - Opportunity Tracking: Monitor the progress of potential deals through customizable sales stages, allowing for a clear view of the sales pipeline and facilitating informed decision-making. - Sales Communication History: Maintain a comprehensive record of all interactions with clients, including calls, emails, and meetings, ensuring that all team members have access to up-to-date information. - Centralized Contact Management: Store and manage all customer information in a single, organized database, making it easy to access and update client details as needed. - Quotation Automation: Generate and send quotes directly from the CRM, streamlining the sales process and reducing manual tasks. - Calling App Integration: Utilize the built-in calling application to make and receive calls directly from the CRM, with automatic logging of call details for future reference. - WhatsApp Marketing: Engage with clients through WhatsApp, leveraging the platform for marketing campaigns and customer communication. - Reporting: Access real-time analytics and performance tracking to gain insights into sales activities, helping to identify trends and areas for improvement. Primary Value and Solutions Provided: Wortal CRM simplifies and automates the sales management process, enabling businesses to efficiently handle lead acquisition, allocation, monitoring, and pursuit. By centralizing customer data and sales activities, it enhances collaboration among team members and ensures that no opportunity is overlooked. The integration of communication tools and automation features reduces manual workload, allowing sales teams to focus on building relationships and closing deals. Ultimately, Wortal CRM empowers businesses to optimize their sales processes, make data-driven decisions, and achieve scalable growth.

Average Rating: 4.2/5.0

Total Reviews: 29

How Do G2 Users Rate Wortal CRM?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 6.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Wortal CRM?

Who Uses This Product?

  • Company Size: 40% Small, 7% Medium

What Do G2 Reviewers Say About Wortal CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the easy setup of Wortal CRM, enabling a smooth, quick transition to enhanced productivity.
  • Users find Wortal CRM's easy lead management capabilities enhance efficiency, ensuring no potential opportunity is missed.
  • Users appreciate the ease of use of Wortal CRM, making lead management and data organization effortless and efficient.
  • Users enjoy the easy tracking of tasks and leads in Wortal CRM, enhancing team management and productivity.
  • Users love the efficiency of Wortal CRM, highlighting its streamlined processes and comprehensive management features for enhanced workflow.
Cons
  • Users are dissatisfied with the missing features, such as custom quotations and enhanced WhatsApp integration options.
  • Users find that the custom quotation and notification features in Wortal CRM need significant improvement for better usability.
  • Users express frustration over limited customization options, particularly for the standard quotation format, affecting branding efforts.
  • Users find the call issues with Wortal CRM frustrating, especially for iOS users lacking direct call recording access.
  • Users report connectivity issues due to server latency in certain regions, impacting their overall experience with Wortal CRM.

What Are Recent G2 Reviews of Wortal CRM?

Planhat

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security.

Average Rating: 4.5/5.0

Total Reviews: 952

How Do G2 Users Rate Planhat?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Planhat?

  • Seller: Planhat
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Stockholm, Stockholm County
  • Twitter: @planhat
    1,045 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    248 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, Head of Customer Success
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 59% Medium, 31% Small

What Do G2 Reviewers Say About Planhat?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Planhat exceptional, facilitating smooth integration and team adoption.
  • Users commend the exceptional customer support from Planhat, enhancing their experience and ensuring effective collaboration.
  • Users value the extensive customization options in Planhat, enhancing their experience and streamlining workflows effectively.
  • Users love the automation capabilities of Planhat, as it significantly saves time and enhances team productivity.
  • Users value the efficiency of Planhat for automating workflows and enhancing visibility into customer health.
Cons
  • Users find the learning curve steep, struggling to navigate features and setup pages during initial use of Planhat.
  • Users find the complexity of Planhat daunting, with a challenging learning curve that hinders initial usability.
  • Users face integration issues with Planhat, causing challenges in data management and trustworthiness among teams.
  • Users note a steep learning curve with Planhat, though support accelerates the process and enhances understanding.
  • Users find the formula fields restrictive, desiring greater flexibility and automation for easier customization and efficiency.

What Are Recent G2 Reviews of Planhat?

What Are G2 Users Discussing About Planhat?

Spotler CRM

Spotler CRM is a user-friendly Customer Relationship Management (CRM) system designed to enhance B2B sales and marketing efforts. It centralises customer and prospect data, providing a comprehensive 360-degree view that enables businesses to streamline processes and improve lead conversion rates. Key Features: Extensive Contact Management: Beyond basic contact details, Spotler CRM tracks all interactions via email, phone, and shared documents, offering a detailed timeline of customer engagements. Pipeline Management: The system allows for easy management of sales opportunities, enabling teams to prioritise, qualify, and visualise sales processes, fostering better collaboration and efficiency. Customisation: Spotler CRM is adaptable to individual business needs, allowing users to add new fields, manage user access, and customise layouts, graphs, and dashboards to align with specific sales processes. Workflow Automation: Automate routine tasks, create workflows, set up automatic follow-ups, and configure notifications to enhance productivity and ensure timely responses. Reporting and Insights: Monitor return on investment (ROI) and make data-driven decisions with comprehensive reporting tools that inform campaign strategies and sales tactics. Integration and Support: Spotler CRM integrates seamlessly with various tools, enhancing its functionality and ensuring a cohesive workflow. The platform is designed to be user-friendly, allowing for immediate and independent use. Additionally, Spotler offers professional services and support, including extensive training and technical assistance, to help users maximise the software's potential. By consolidating customer information and automating key processes, Spotler CRM enables businesses to deliver consistent customer experiences and drive more effective sales and marketing outcomes.

Average Rating: 4.4/5.0

Total Reviews: 143

How Do G2 Users Rate Spotler CRM?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Spotler CRM?

  • Seller: Spotler Group
  • Year Founded: 2001
  • HQ Location: Rotterdam, South Holland, Netherlands
  • LinkedIn® Page: www.linkedin.com
    186 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 87% Small, 10% Medium

What Do G2 Reviewers Say About Spotler CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the robust marketing automation features of Spotler CRM, enhancing efficiency and streamlining business processes.
  • Users value the user-friendly interface of Spotler CRM, making it easy for teams to manage customer relationships.
  • Users appreciate the robust marketing automation capabilities of Spotler CRM, enhancing efficiency and streamlining processes effectively.
  • Users value the flexibility of Spotler CRM, enabling seamless integration and customization for diverse business needs.
  • Users praise Spotler CRM's seamless integrations, enhancing workflow efficiency across various business tools and platforms.
Cons
  • Users face integration issues with third-party applications in Spotler CRM, affecting data transfer and overall business flow.
  • Users often face a lack of integrations with third-party applications, leading to inefficiencies in data transfer.
  • Users find the interface to be cluttered, making navigation and customization feel somewhat restrictive and challenging.
  • Users face poor integration with third-party applications, leading to inefficient data transfer and operational challenges.
  • Users find the high complexity of customization and automation in Spotler CRM limits its usability for advanced needs.

What Are Recent G2 Reviews of Spotler CRM?

What Are G2 Users Discussing About Spotler CRM?

Striven

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

How Do G2 Users Rate Striven?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.0/10)
  • 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: 8.7/10)

Who Is the Company Behind Striven?

  • Seller: Miles IT
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Tampa, Florida
  • Twitter: @SoftwareStriven
    3,461 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Construction
  • Company Size: 76% Small, 27% Medium

What Do G2 Reviewers Say About Striven?

AI-generated summary from verified user reviews

Pros
  • Users value the excellent customer service from Striven's onboarding team, who are knowledgeable and always ready to help.
  • Users value the quick and helpful customer support from Striven, enhancing their overall experience and efficiency.
  • Users appreciate the ease of use of Striven, enjoying seamless integration and smooth navigation across various functions.
  • Users appreciate the user-friendly web-based app of Striven, ensuring easy access and efficient management of multiple operations.
  • Users value how Striven meets diverse operational needs with an all-in-one system for various business processes.
Cons
  • Users feel that Striven requires improvement in its interface and functionality, which can be overwhelming and complex to navigate.
  • Users are frustrated with Striven's missing features, particularly in reporting and mobile functionality effectiveness.
  • Users face feature limitations in Striven, struggling with inflexible reporting, functionality gaps, and inadequate cost tracking.
  • Users report functionality issues with Striven, citing a lack of intuitiveness and major gaps in mobile app performance.
  • Users experience a steep learning curve initially due to Striven's extensive features, making setup time-consuming.

What Are Recent G2 Reviews of Striven?

What Are G2 Users Discussing About Striven?

Onpipeline

Manage sales from lead to revenue. Onpipeline is an adaptable sales CRM that helps teams manage the entire sales process from lead to revenue. It brings contacts, deals, activities, quotes, approvals, e-signatures, invoices and recurring revenue into one connected platform. Onpipeline combines ease of use with flexible workflows, multiple pipelines, unlimited contacts and deals, built-in automation, reporting, integrations and an API included in every plan. It gives sales teams clear visibility, reduces reliance on disconnected tools and supports lasting customer relationships from first contact to retention and growth. Users can customize their sales pipelines to reflect their unique business needs, allowing for a more personalized approach to deal management. Additionally, the platform supports seamless integration with other business tools through APIs, ensuring that users can connect their existing systems with ease. The platform also offers automation capabilities, which help reduce manual tasks and free up time for sales teams to focus on high-priority activities. Centralized communication tools facilitate collaboration among team members, while activity scheduling features enable users to manage their time effectively. The inclusion of robust reporting and analytics tools allows users to monitor performance, assess team productivity, and generate valuable sales forecasts. Onpipeline's functionality extends to lead management, enabling users to capture and manage leads from multiple sources through web forms and web services. The platform also includes features for appointment scheduling, allowing customers to book meetings and calls directly, which can save time and streamline the sales process. Furthermore, users can create and manage quotes with ease, incorporating elements such as manager approval, stock control, client e-signatures, and customizable templates to enhance the sales experience. Overall, Onpipeline stands out in the CRM category by providing a comprehensive suite of tools that cater to the specific needs of small to midsize businesses. Its focus on automation, customization, and collaboration ensures that sales teams can work more efficiently and effectively, ultimately leading to improved customer relationships and increased sales performance.

Average Rating: 4.8/5.0

Total Reviews: 35

How Do G2 Users Rate Onpipeline?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Onpipeline?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 49% Small, 31% Medium

What Do G2 Reviewers Say About Onpipeline?

AI-generated summary from verified user reviews

Pros
  • Users value the customer interaction tracking feature, enabling effective follow-ups by sales representatives on leads.
  • Users value the lead management capabilities that enable effective tracking and follow-ups with customers.
  • Users value the simplicity and user-friendliness of Onpipeline, appreciating its clean and straightforward design.
  • Users appreciate the user-friendly design of Onpipeline, finding it simple and straightforward compared to other CRMs.
Cons
  • Users express frustration over the missing features like easy quote-to-invoice conversion and mobile app availability.
  • Users find Onpipeline not user-friendly due to difficulties in converting quotes to invoices and lack of mobile app.

What Are Recent G2 Reviews of Onpipeline?

Sage CRM

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: 131

How Do G2 Users Rate Sage CRM?

  • Has the product been a good partner in doing business?: 6.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Sage CRM?

  • Seller: Sage Software
  • Year Founded: 1981
  • HQ Location: Newcastle
  • LinkedIn® Page: www.linkedin.com
    15,833 employees on LinkedIn®
  • Ownership: SGE.L
  • Phone: +1 (866) 996-7243

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 47% Medium, 44% Small

What Do G2 Reviewers Say About Sage CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Sage CRM, benefiting from centralized information and straightforward implementation.
  • Users value the centralized customer information in Sage CRM, enhancing team collaboration and strengthening customer relationships.
  • Users value the easy access to centralized customer information, enhancing collaboration and efficiency across teams.
  • Users value the easy navigation of Sage CRM, ensuring quick access to crucial customer information and reports.
  • Users commend Sage CRM for its user-friendly interface, ensuring effortless navigation and quick access to essential information.
Cons
  • Users struggle with the limited customization options in Sage CRM, often finding it complex and time-consuming to set up.
  • Users note that expertise is required for setup and customization in Sage CRM, making it a complex process.
  • Users are frustrated by the integration issues and limited advanced features of Sage CRM, impacting usability and functionality.
  • Users find Sage CRM not user-friendly due to its outdated interface and complicated navigation processes.
  • Users find the learning curve steep in Sage CRM due to complex setup and customization requirements.

What Are Recent G2 Reviews of Sage CRM?

What Are G2 Users Discussing About Sage CRM?

Maximizer

Maximizer is a customer relationship management (CRM) solution specifically designed for financial advisors and their support teams. This platform consolidates every aspect of client interactions—such as conversations, documents, and compliance details—into a single, comprehensive record. With the integration of artificial intelligence, Maximizer enhances meeting preparation by providing AI-generated summaries, ensuring that advisors are well-prepared for client discussions. The financial services sector faces unique challenges when it comes to client management. Advisors often lose clients not due to a lack of care, but because critical information is scattered across various platforms, such as emails, spreadsheets, and personal notes. Maximizer addresses this issue by centralizing all client-related data, including emails, calls, notes, appointments, and documents, into one easily searchable record. The seamless integration with Outlook automatically logs correspondence to the appropriate client, ensuring that the record remains complete without requiring manual filing. This efficiency allows advisors to focus on building relationships rather than managing paperwork. Targeted specifically at financial services professionals, the Financial Services Edition of Maximizer provides essential features that cater to the compliance requirements of advisors, wealth managers, and insurance brokers. It includes audit trails, granular permissions, and secure data hosting to meet regulatory demands. Additionally, custom fields for Know Your Customer (KYC) status and consent records allow advisors to tailor the system to their specific compliance needs. This focus on regulatory adherence has led to positive feedback from users, with long-term clients noting that compliance teams appreciate the thoroughness of the platform. Maximizer's AI capabilities further enhance its functionality by streamlining the meeting preparation process. Before meetings, AI-generated summaries compile relevant client history into a concise briefing, while post-meeting insights identify opportunities that may be slipping through the cracks. This proactive approach helps advisors stay on top of their pipelines and address potential issues before they escalate. Customization is another key feature of Maximizer. Users can configure custom fields, dashboards, and reports without needing extensive IT support, allowing teams to adapt the system to their specific workflows quickly. Most users can be operational within days, making it an efficient choice for small and mid-sized sales teams, not just in financial services but across various industries. With over 10,000 customers and a million users since its inception in 1987, Maximizer stands out as a reliable CRM solution that ensures no detail about a customer is overlooked, allowing for informed and meaningful client interactions.

Average Rating: 4.0/5.0

Total Reviews: 640

How Do G2 Users Rate Maximizer?

  • Has the product been a good partner in doing business?: 8.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Maximizer?

  • Seller: Maximizer Software
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Vancouver, Canada
  • Twitter: @maximizercrm
    3,115 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    133 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Advisor, Administrative Assistant
  • Top Industries: Financial Services, Investment Management
  • Company Size: 73% Small, 19% Medium

What Do G2 Reviewers Say About Maximizer?

AI-generated summary from verified user reviews

Pros
  • Users find Maximizer's ease of use invaluable for organizing client interactions and enhancing efficiency.
  • Users appreciate the effective task management features of Maximizer, enhancing team collaboration and client communication.
  • Users value the effective customer management tools of Maximizer, enhancing communication and organization for client information.
  • Users value the organizational efficiency of Maximizer, aiding in client management and streamlining business operations effectively.
  • Users value the efficient lead management of Maximizer, enhancing client interactions and ensuring timely follow-ups.
Cons
  • Users find the learning curve challenging, especially for new users requiring extensive training and time for setup.
  • Users face integration issues with Maximizer, limiting the ability to connect essential marketing tools seamlessly.
  • Users express dissatisfaction with Maximizer's missing features, citing insufficient service and challenges with intuitive updates.
  • Users find Maximizer not intuitive, requiring extra effort to navigate its complex and outdated interface effectively.
  • Users experience slow loading times with Maximizer, making navigation and updates feel sluggish and frustrating.

What Are Recent G2 Reviews of Maximizer?

What Are G2 Users Discussing About Maximizer?

CompanyHub CRM

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

How Do G2 Users Rate CompanyHub CRM?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.0/10)
  • 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: 8.7/10)

Who Is the Company Behind CompanyHub CRM?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 89% Small, 9% Large

What Do G2 Reviewers Say About CompanyHub CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use in CompanyHub CRM, making follow-ups and deal management effortless.
  • Users appreciate the simple UI and effective follow-up highlighting, enhancing deal management without unnecessary complexity.
  • Users appreciate the organization efficiency of CompanyHub CRM, streamlining follow-ups and deal sentiment management effectively.
  • Users appreciate the simple and intuitive UI of CompanyHub CRM, making follow-ups effortless and effective.
Cons
  • Users find the learning curve steep, citing a novice feel despite ease of navigation and prioritization for AEs.
  • Users feel the interface is not intuitive, presenting a novice feel despite its ease of navigation and prioritization.

What Are Recent G2 Reviews of CompanyHub CRM?

What Are G2 Users Discussing About CompanyHub CRM?

Membrain

Membrain is a specialized sales platform tailored for B2B teams engaged in complex, consultative selling. Unlike traditional Customer Relationship Management (CRM) systems that primarily focus on storing historical data, Membrain emphasizes driving actionable outcomes by integrating your sales methodology, qualification processes, and playbooks directly into the daily workflows of sales representatives. This ensures that every team member can replicate the strategies of your top performers consistently across all deals. The platform is particularly beneficial for organizations that navigate intricate sales cycles involving multiple stakeholders and high-value transactions. Membrain's design caters to sales teams that require a structured approach to manage their processes effectively. By embedding your unique sales methodology into the workflow, Membrain helps ensure that every representative is aligned with the best practices of your organization, thus enhancing overall performance and consistency in execution. One of the standout features of Membrain is its Insight Engine, which leverages advanced AI capabilities, including integration with Claude and ChatGPT. Unlike generic AI tools that generate content without contextual understanding, Membrain's AI is grounded in your specific sales processes, ideal customer profiles (ICP), and historical data tied to each deal. This contextual awareness allows for more relevant insights and recommendations, empowering sales teams to make informed decisions based on their actual wins and losses rather than generic advice. Why sales leaders choose Membrain - Consistent execution: your process, embedded in every rep's workflow, every deal - Forecasts you can trust: built on milestone progress, not gut feel - Coaching that sticks: reinforced in the flow of work, not saved for the next QBR - AI that knows your business: Insight Engine + MCP ground Claude and ChatGPT in how you sell - CRM included: no separate system of record to manage - Built for complex B2B sales: long cycles, multiple stakeholders, high-value deals It's time to put HOW YOU SELL at the core of your business.

Average Rating: 4.6/5.0

Total Reviews: 214

How Do G2 Users Rate Membrain?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.0/10)
  • 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: 8.7/10)

Who Is the Company Behind Membrain?

  • Seller: Membrain
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Stockholm, Sweden
  • Twitter: @membrain_com
    1,990 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Sales Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 60% Small, 34% Medium

What Do G2 Reviewers Say About Membrain?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Membrain, enabling seamless navigation and efficient tracking of sales progress.
  • Users value the customization options in Membrain, enhancing usability and satisfaction across various industries.
  • Users value the hands-on support from Membrain, appreciating their commitment to helping with software adoption and success.
  • Users appreciate the prompt and helpful customer support from Membrain, enhancing their overall experience and satisfaction.
  • Users value the customizability of Membrain, enabling tailored workflows and efficient organization for diverse needs.
Cons
  • Users note the missing features like robust analytics and direct integrations, impacting overall efficiency and usability.
  • Users find the learning curve steep, especially with complex dashboard setups and integrations making onboarding challenging.
  • Users find the incomplete information challenging, making it difficult to locate essential features and resources effectively.
  • Users find the limited features of Membrain hinder functionality, especially in reporting and prospecting tools.
  • Users experience dashboard issues with limited customization options and difficulties in exporting historical data effectively.

What Are Recent G2 Reviews of Membrain?

What Are G2 Users Discussing About Membrain?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 16, 2026