# Best CRM Software - Page 69

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,097

### Category Stats (Aug 2026)

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

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 122,000+ Authentic Reviews
- 1,097+ Products
- Unbiased Rankings

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

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

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

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

**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.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-06T21%3A52%3A33Z&secure%5Bmedium%5D=sponsored&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%3D69%26success%3Dtrue&secure%5Btoken%5D=a1d62b67d9d7fbb35a20145be22bacf804a3ee72112bccf38d3b4b7c703ccacc&secure%5Burl%5D=https%3A%2F%2Fwww.coevera.com%2Fpricing&secure%5Burl_type%5D=paid_promos)

### [Sales Journey](https://www.g2.com/products/sales-journey/reviews)

Beyond CRM. Your AI-powered Sales Ops Platform. Redefining sales success: embrace cutting-edge AI solutions to enhance operational efficiency beyond traditional CRM systems. Too many tools and not enough results? Have it all in one place! Sales Journey has features designed to help your organization prioritize deals, track sales performance, and accurately forecast revenues. Transform your operations and reach new heights of success! CRM Complete and clear view of the client portfolio, with productivity features. Manage multi-channel activities without losing control and provide sales and marketing teams with a unified view to guide their strategies. Sales management Resources tailored to the needs of your team, covering all stages of the sales process, including sales policies, dynamic pricing (CPQ), and sales performance indicators for your company. Customer portal Personalized space with a complete online shopping journey, increasing sales and efficiency, while saving valuable time and helping sales teams become sales consultants. Payments Reduce costs, increase your revenue, and run your business more efficiently using Sales Journey Payments to manage your payment needs simply and easily.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Sales Journey?

- **Seller:** [Sales Journey](https://www.g2.com/sellers/sales-journey)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=829c1b7ab02ac805c5be65d555a7005f80af82cc1234f4eba63ba3df96173161&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F72133106&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### What Do G2 Reviewers Say About Sales Journey?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **clarity in communication** that Sales Journey provides, enhancing structure and enabling purposeful action in sales.
- Users value the **clarity and structure** provided by Sales Journey, transforming chaotic sales processes into confident, purposeful actions.
- Users appreciate the **ease of use** of Sales Journey, as it simplifies complex sales processes into clear actionable steps.
- Users praise how Sales Journey provides **clarity amidst chaos** , transforming uncertainty into a structured roadmap for success.
- Users appreciate the **clarity and structured guidance** of Sales Journey, transforming chaos into a purposeful sales roadmap.

##### Cons

- Users find **difficult customization** limits adaptability to diverse customer buying processes and hampers their overall experience.
- Users feel the product's **lack of customization** makes it difficult to cater to diverse customer needs and buying processes.
- Users note the **limited customization** of the Sales Journey, feeling it doesn't cater to diverse buying processes.
- Users feel the **one-size-fits-all approach** of the Sales Journey limits effectiveness for diverse customer experiences.

#### What Are Recent G2 Reviews of Sales Journey?

**["Clarity in Sales Mapping with Room for Customization"](https://www.g2.com/survey_responses/sales-journey-review-12175859)**

**Rating:** 4.5/5.0 stars

_— David S._

[Read full review](https://www.g2.com/survey_responses/sales-journey-review-12175859)

### [SalesLeadsCRM](https://www.g2.com/products/salesleadscrm/reviews)

SalesLeadsCRM.com is a customer relationship management (CRM) platform built to help sales teams track, organize, and manage their leads and customer interactions in one place. It’s designed to support growing businesses by centralizing lead data, streamlining follow-ups, and helping teams close deals more efficiently.

#### Who Is the Company Behind SalesLeadsCRM?

- **Seller:** [SalesLeadsCRM](https://www.g2.com/sellers/salesleadscrm)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Salesly](https://www.g2.com/products/salesly/reviews)

Salesly is a cloud-based sales management platform built for B2B teams of 5–50 people. It digitizes the entire commercial process — from contact management and visual pipeline tracking to professional quotes, one-click order conversion, and a client portal with built-in digital signatures. Real-time analytics with 18+ KPIs give sales directors full visibility into team performance and revenue forecasts. Salesly integrates natively with Holded, Business Central, Google Workspace, Microsoft 365, and Mailchimp, so teams can work without switching tools. The geolocated Contact Map helps field sales teams visualize territory coverage with heat maps. Headquartered in Europe, GDPR-compliant, and hosted on EU servers, Salesly is available in Spanish, English, French, and Catalan. With plans starting free, it's designed to replace spreadsheets and disconnected tools with one unified platform that scales with your team.

#### Who Is the Company Behind Salesly?

- **Seller:** [Salesly](https://www.g2.com/sellers/salesly)
- **Year Founded:** 2024
- **HQ Location:** Barcelona, ES
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4154e381d92b360e7af573782f47b463b5ae66ffd21f8bbd10b091f6a82eaf2a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesly-app%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [Sambandh](https://www.g2.com/products/sambandh/reviews)

Sambandh is the CRM built for internet businesses running on Stripe, Supabase, Clerk, and the rest of the modern SaaS stack. It unifies customer data from 20+ tools into one dashboard with Kanban deal pipelines, email campaigns with Gmail and Outlook sync, and revenue analytics. Unlike enterprise CRMs (HubSpot, Salesforce), Sambandh treats Stripe as a first-class data source rather than a plugin — every paying customer, their MRR, churn risk, and subscription lifecycle is a first-class field in the CRM. Connect Stripe via OAuth and every historical customer, subscription, and invoice backfills in under a minute; webhooks stream updates in real time. Sambandh is priced flat: Free ($0, 50 contacts), Pro ($19/month), Teams ($49/seat/month). No per-contact tax, no Marketing Hub bundling, no annual lock-in discounts that reset at full price. Built for 2-20 person teams running their own motion, not 200-person sales orgs. Includes native migration from HubSpot, Pipedrive, Salesforce, Zoho, and Airtable via MoveTo (moveto.sambandh.io)

#### Who Is the Company Behind Sambandh?

- **Seller:** [Sambandh](https://www.g2.com/sellers/sambandh)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Scalvera](https://www.g2.com/products/scalvera/reviews)

Scalvera is a done-for-you CRM and marketing automation platform built for small service businesses. It combines contact management, automated follow-up sequences via SMS and email, two-way messaging, appointment scheduling, pipeline tracking, and AI-powered tools — all configured for you, no technical setup required. Built for industries including solar, legal, real estate, and local service businesses, with bilingual English and Spanish support.

#### Who Is the Company Behind Scalvera?

- **Seller:** [Scalvera](https://www.g2.com/sellers/scalvera)
- **Year Founded:** 2025
- **HQ Location:** Mount Vernon, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8bf2c71da06bbe97492c0aaea72c854aa36362217faaf631f507140996a8a45e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fscalvera%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Searchsoftware](https://www.g2.com/products/searchsoftware/reviews)

Searchsoftware is recruitment software that combines ATS, recruitment CRM, AI sourcing, candidate matching and workflow automation in one platform. The software helps recruiters and executive search firms manage candidates, clients, vacancies and communication workflows more efficiently. Features include AI-powered sourcing and matching, Boolean and natural language search, CV parsing, workflow automation, KPI dashboards and integrations with tools such as WhatsApp and Slack.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Searchsoftware?

- **Seller:** [Searchsoftware](https://www.g2.com/sellers/searchsoftware)
- **Year Founded:** 2008
- **HQ Location:** Lelystad, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=abeabb9b0874cd2d45f0a38228593ebc4ee93e5547736369aa9bf3acc34e5b37&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsearchsoftware&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Straightforward, efficient and with good reporting functions. Very responsive client service as well"](https://www.g2.com/survey_responses/searchsoftware-review-12964903)**

**Rating:** 4.5/5.0 stars

_— Verified User in Consulting_

[Read full review](https://www.g2.com/survey_responses/searchsoftware-review-12964903)

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

Sellfinity CRM is a Swedish CRM platform built for companies that want a smooth and more connected way to manage sales, customer relationships, follow-ups, and automation. Unlike many larger enterprise CRM systems, Sellfinity focuses on usability, workflow efficiency, and integrations that businesses actually use daily. The platform is especially popular among companies using Fortnox, Outlook, and Microsoft 365. Sellfinity helps businesses manage: - sales pipelines and opportunities - customer communication and follow-ups - quotes, orders, and invoicing workflows - reminders and automation - AI-powered lead generation and meeting summaries - reporting and activity tracking The platform is designed for small and mid-sized businesses that want modern CRM functionality without complex setup processes or expensive enterprise pricing. Sellfinity includes integrations with: Fortnox Microsoft 365 Outlook Scrive Lynes Zapier The system is cloud-based and developed in Sweden for Swedish business workflows, while still supporting international teams and modern sales processes.

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

- **Seller:** [Sellfinity AB](https://www.g2.com/sellers/sellfinity-ab)
- **Year Founded:** 2019
- **HQ Location:** Malmö, SE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d469266168fc144e7ac626db349c0dfefb29fd94caa1821f2a23c963e5aab91&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsellfinity&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [Semuko](https://www.g2.com/products/semuko/reviews)

The all-in-one business management platform for creative professionals. Streamline your operations, delight your clients, and grow your business.

#### Who Is the Company Behind Semuko?

- **Seller:** [Semuko](https://www.g2.com/sellers/semuko)
- **Year Founded:** 2020
- **HQ Location:** Sao Paulo, BR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=15c6487840222068ecbe72f1668d39e530155ea08b725f91d8f70aad0e51f996&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsemuko%2F&secure%5Burl_type%5D=linkedin_company_website)  
121 employees on LinkedIn®

### [Sentia](https://www.g2.com/products/sentia-corp-sentia/reviews)

Sentia AI brings 26+ AI driven features in to your current CRM. We are a Salesforce Partner that make CRM's significantly faster & more user friendly by optimizing the best CRM features, just the data needed, customized for each rep for free, upfront. We're the leader of next generation of CRMs – we plan every day for sales reps – who to contact, when, why, close probability and every lead ranked, scored and prioritized. We solve Sales problems.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Sentia?

- **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)

#### Who Is the Company Behind Sentia?

- **Seller:** [Sentia](https://www.g2.com/sellers/sentia-b9f4e0ae-a10d-4c3b-8cda-f6eed93acc8b)
- **Year Founded:** 2017
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d7192bfb292cf7ec82f655683d55799ebb9c8f7069e1b605bd63b32602cfa7f6&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsentiacorp&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["The Virtual Mentor For Boost your Business"](https://www.g2.com/survey_responses/sentia-review-4895352)**

**Rating:** 5.0/5.0 stars

_— Munaveer C._

[Read full review](https://www.g2.com/survey_responses/sentia-review-4895352)

**["Dependable and excellent"](https://www.g2.com/survey_responses/sentia-review-4823906)**

**Rating:** 5.0/5.0 stars

_— Advait G._

[Read full review](https://www.g2.com/survey_responses/sentia-review-4823906)

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

- [What is Sentia used for?](https://www.g2.com/discussions/what-is-sentia-used-for)

### [Sesslink](https://www.g2.com/products/sesslink/reviews)

At Sesslink, we don't just build software — we build solutions that drive real success. Our all-in-one platform brings CRM, WhatsApp, Email, SMS, automation and AI together so modern teams can manage relationships, operations and growth from one place.

#### Who Is the Company Behind Sesslink?

- **Seller:** [Edsy Tech](https://www.g2.com/sellers/edsy-tech)
- **HQ Location:** Ludhiana, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d66f07b66dc19496193431ed807ad15147f952362319ca1932ed35e8f6d2c0a8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fedsy-tech%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [SEWA Customer Account Management (CAM)](https://www.g2.com/products/sewa-customer-account-management-cam/reviews)

SEWA CAM (Customer Account Management) is an AI-powered CRM platform that helps organizations manage customer relationships, account operations, service delivery, and customer lifecycles from a single unified workspace. CAM provides a unified customer workspace where businesses can manage accounts, customer interactions, service requests, communication history, operational activities, and customer-facing processes from a single platform. Instead of relying on disconnected spreadsheets, emails, and siloed systems, organizations gain a complete and structured view of every customer relationship. Built on the SEWA platform, CAM goes beyond traditional CRM by connecting customer management with workflow automation, service management, AI-powered assistance, and operational execution. Organizations can automate routine customer processes, standardize workflows, improve collaboration between teams, and ensure that every customer interaction is tracked and actionable. The platform is designed to support organizations ranging from growing businesses to large enterprises by providing secure, role-based access controls, workflow-driven operations, and scalable customer data management. CAM also integrates seamlessly with other SEWA modules, including ITSM, AI Assistants, Workflow Automation, and Custom Applications, enabling organizations to create a connected customer ecosystem. By combining customer intelligence, workflow automation, and operational visibility, SEWA CAM helps businesses improve customer satisfaction, increase team productivity, reduce manual effort, and create long-term customer value. Key Features - Customer Account Management - 360° Customer Profiles - Contact & Relationship Management - Customer Lifecycle Management - Customer Onboarding Workflows - Customer Self-Service Portal - Activity & Interaction Tracking - Case & Request Management - Workflow Automation - Task & Approval Management - AI-Powered Customer Assistance - Customer Health & Insights - Multi-Tenant Architecture - Role-Based Access Control - Reporting & Analytics - Integration APIs - Enterprise-Grade Security Ideal For - B2B Service Providers - Managed Service Providers (MSPs) - IT Services Companies - SaaS Organizations - Customer Success Teams - Support & Operations Teams - Enterprise Service Management Initiatives Designed for growing businesses and enterprises alike, CAM enables organizations to build stronger customer relationships, improve service quality, and scale customer operations with confidence.

#### Who Is the Company Behind SEWA Customer Account Management (CAM)?

- **Seller:** [Gratcorp Technologies](https://www.g2.com/sellers/gratcorp-technologies)
- **Year Founded:** 2021
- **HQ Location:** Haldwani, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d8cf1277cb01acb9e15c65958c7e8e1d9c4cc3fe8cc1f7b8452ac251926ca076&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgratcorptechnologies&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [shamCRM](https://www.g2.com/products/shamcrm/reviews)

CRM system with the following functions: • Customer base management. • Integration with instant messengers (Telegram, WhatsApp) and social networks (Instagram, Facebook). • Automation of sales and tasks. • Employee monitoring and time tracking. • Report generation.

#### Who Is the Company Behind shamCRM?

- **Seller:** [shamCRM](https://www.g2.com/sellers/shamcrm)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=61e4fc12cfb19f4f7b6723edabb5740a93feb976928b1ad059c50e261b9f6dbd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fshamcrm&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [SharePortals](https://www.g2.com/products/shareportals/reviews)

SharePortals is a CRM and case management platform built natively inside Microsoft 365. Unlike standalone CRM tools that sit alongside your existing software, SharePortals works directly within SharePoint, Outlook, Teams, and Planner — the applications your team already uses every day. The result is a unified client management system that your people actually adopt, without the complexity, cost, or disruption of a traditional CRM implementation. Designed for small and mid-sized organisations already invested in Microsoft 365, SharePortals gives business owners a structured, secure, and intelligent way to manage client relationships, correspondence, documents, and workflows — all from within their existing Microsoft tenant.

#### Who Is the Company Behind SharePortals?

- **Seller:** [Betasoft](https://www.g2.com/sellers/betasoft)
- **Year Founded:** 2005
- **HQ Location:** Glasgow, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76d3b6d5210e756195a8ed12d348d6e675442e81c69da7abbe3e3ace0dbaf333&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbetasoft-limited%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

### [Silk Growth](https://www.g2.com/products/silk-growth/reviews)

Silk Growth is a CRM built for freelancers and agency owners who grow their business through direct outreach. Most CRMs are designed for sales teams with inbound pipelines. Silk Growth is designed for the freelancer who sends DMs, cold emails, and LinkedIn messages every day and needs one place to track all of it, stay consistent, and convert conversations into paying clients. Track outreach across every channel Log and manage leads from Instagram DMs, email, phone, LinkedIn, WhatsApp, and more — 13+ channels in a single pipeline. Set a client goal, define your daily outreach target, and see your progress in real time. AI-generated scripts tailored to your niche Generate cold outreach scripts, follow-up messages, and content hooks using AI trained on your specific service and audience. No generic templates — every script reflects your offer and your niche. Stay consistent with daily streaks and action plans Silk Growth gives you a personalised daily action plan and tracks your outreach streak so the habit sticks. Open it every morning, complete your tasks, watch the pipeline grow. Run the full deal from one tool Send proposals, collect e-signatures on contracts, and generate invoices automatically when a contract is signed. Track payment status without switching to a separate tool. Built for teams too Team and Agency plans give you a shared pipeline, leaderboard, and up to 15 seats — so you can manage a small team's outreach from one dashboard without enterprise complexity or enterprise pricing. Pricing Basic: free forever (10 leads, 5 AI generations/month) Solo: £25/month — unlimited leads, scripts, and channels Team: £49/month — up to 5 seats Agency: £99/month — up to 15 seats

#### Who Is the Company Behind Silk Growth?

- **Seller:** [Silk Growth](https://www.g2.com/sellers/silk-growth)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Simplicate](https://www.g2.com/products/simplicate/reviews)

At Simplicate, we help professional services firms thrive—by keeping things simple. Our unique approach strips away the unnecessary complexity from everyday processes, giving you a clear view of your projects and real-time insight into your financial performance. By combining powerful business software with hands-on advice, we make a real impact for over 1,600 clients across seven different industries. We are Simplicate. Your flow to success.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Simplicate?

- **Seller:** [Simplicate Software B.V.](https://www.g2.com/sellers/simplicate-software-b-v)
- **Year Founded:** 2010
- **HQ Location:** Groningen, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f5fea1bc662006bd4a980ee294b95c6798973d7675799eb963b7574e988304db&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsimplicate%2F&secure%5Burl_type%5D=linkedin_company_website)  
91 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Small, 40% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **all-in-one solutions** of Simplicate, enhancing organization and minimizing stress in their daily workflow.
- Users appreciate the **collaborative efforts** of Simplicate, enhancing teamwork and reducing email clutter for better organization.
- Users appreciate the **ease of learning** with Simplicate, enhancing organization and reducing stress in their workflow.
- Users appreciate the **ease of use** of Simplicate, which enhances organization and reduces stress in their workflow.
- Users appreciate the **easy tracking** in Simplicate, allowing for organized workflows and reduced stress.

##### Cons

- Users often experience **slow loading** times when switching between tasks, impacting their overall efficiency.
- Users often experience **slow performance** while loading or switching tasks in Simplicate, impacting their efficiency.

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

**["Simplicate review"](https://www.g2.com/survey_responses/simplicate-review-11484380)**

**Rating:** 4.5/5.0 stars

_— Gazi S._

[Read full review](https://www.g2.com/survey_responses/simplicate-review-11484380)

**["Simplicate actually simplifies"](https://www.g2.com/survey_responses/simplicate-review-11633134)**

**Rating:** 4.5/5.0 stars

_— Jeremiah I._

[Read full review](https://www.g2.com/survey_responses/simplicate-review-11633134)

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

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

Updated March 5, 2025

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

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

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

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

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

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

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

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