# Best CRM Software - Page 7

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,087

### 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
- 121,900+ Authentic Reviews
- 1,087+ 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=1934&focus%5B%5D=3296&focus%5B%5D=128650)

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

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=activecampaign&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm)

**Sponsored**

### Opine AI Presales Platform

Opine is the first AI-powered presales automation platform that helps Sales Engineers (SEs) turn complex technical evaluations into a repeatable, trackable, and scalable process. Built specifically for presales teams, Opine replaces spreadsheets, scattered notes, and disconnected workflows with a centralized workspace that syncs with your CRM, email, Slack, and call transcripts, so SEs can focus on driving technical wins instead of chasing admin work.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-03T20%3A11%3A36Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1439600&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%3D7%26wfoid%3D577143a2c8.1777982190&secure%5Btoken%5D=f39427db581e89daddc22a4845ee6d25e5e99eb092dd6d7d8f87a92aab3a42a4&secure%5Burl%5D=https%3A%2F%2Ftryopine.com%2Fschedule&secure%5Burl_type%5D=book_demo)

### [Kintone](https://www.g2.com/products/kintone/reviews)

Kintone is a no-code business application platform designed to empower non-technical users to create robust applications, workflows, and databases tailored to their teams and organizations. By utilizing a user-friendly interface that emphasizes clicks over coding, Kintone enables individuals to develop applications that streamline business processes, enhance collaboration on projects and tasks, and facilitate the reporting of complex data with ease. This platform is particularly beneficial for business users who require immediate solutions without the need for extensive programming knowledge. Kintone offers a wide array of pre-built applications that cater to various use cases, including customer relationship management (CRM), project management, inventory management, and more. These templates allow users to hit the ground running and adapt the applications to their specific needs, significantly reducing the time and effort required to implement new systems. Kintone's target audience includes small to medium-sized businesses, project managers, team leaders, and any professional looking to optimize their workflow without relying on IT departments or external developers. The no-code approach democratizes app development, allowing users from diverse backgrounds to participate in creating solutions that address their unique challenges. This inclusivity fosters a culture of innovation within organizations, as team members can contribute ideas and improvements based on their firsthand experiences. Key features of Kintone include customizable dashboards, automated workflows, and real-time collaboration tools. Users can design dashboards that provide insights into their projects and data at a glance, while automated workflows help eliminate repetitive tasks, ensuring that team members can focus on higher-value activities. The platform also supports real-time collaboration, enabling teams to work together seamlessly, share updates, and track progress on projects without the need for constant meetings or email exchanges. Kintone stands out in the no-code platform category by offering a flexible and scalable solution that grows with organizations. Its ability to integrate with other tools and services further enhances its functionality, allowing users to create a comprehensive ecosystem that meets their evolving business needs. By providing a powerful yet accessible platform for app development, Kintone empowers users to take control of their workflows and drive efficiency within their teams.

**Average Rating:** 4.6/5.0

**Total Reviews:** 263

#### How Do G2 Users Rate Kintone?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 6.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Kintone?

- **Seller:** [Kintone](https://www.g2.com/sellers/kintone)
- **Company Website:** www.kintone.com
- **Year Founded:** 1997
- **HQ Location:** San Francisco, CA
- **Twitter:** @kintone  
2,101 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f6eb7a3b898d47386c51bd9d8d1bfb9e26d2f373a74db0ea877100ef9889760d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F136971%2F&secure%5Burl_type%5D=linkedin_company_website)  
82 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Executive Director
- **Top Industries:** Non-Profit Organization Management, Information Technology and Services
- **Company Size:** 73% Small, 22% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Kintone’s **ease of use** exceptional, enabling straightforward workflow creation without needing technical expertise.
- Users value Kintone's **outstanding customer service** , highlighting clear communication and quick, effective support.
- Users value the **no-code flexibility and customization** of Kintone, enhancing workflows and centralizing communication effectively.
- Users value Kintone's **high degree of customization** , enabling tailored workflows and forms to meet diverse business needs.
- Users value the **high degree of customization** in Kintone, enabling tailored solutions for diverse business needs.

##### Cons

- Users note the **missing features** in Kintone, wishing for enhanced charting and basic accounting functionalities.
- Users find Kintone's **poor interface design** hindered by its outdated aesthetics and lack of intuitiveness.
- Users find **limited customization** in Kintone, facing challenges with integration and sorting options for data management.
- Users find Kintone's **limited features** hindered by a dated interface and inadequate integration capabilities.
- Users find the **poor usability** of Kintone problematic, citing a lack of modern interface and intuitive features.

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

**["Process Management gave us structured approval flows without building another internal backend"](https://www.g2.com/survey_responses/kintone-review-13124660)**

**Rating:** 4.5/5.0 stars

_— Yurii L._

[Read full review](https://www.g2.com/survey_responses/kintone-review-13124660)

**["Exceptionally User-Friendly and Effortless to Use"](https://www.g2.com/survey_responses/kintone-review-12075334)**

**Rating:** 5.0/5.0 stars

_— Robby R._

[Read full review](https://www.g2.com/survey_responses/kintone-review-12075334)

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

- [How much does caspio cost?](https://www.g2.com/discussions/how-much-does-caspio-cost)
- [Is Kintone Hipaa compliant?](https://www.g2.com/discussions/is-kintone-hipaa-compliant)
- [How do you use Kintone?](https://www.g2.com/discussions/how-do-you-use-kintone)
- [What is Kintone app?](https://www.g2.com/discussions/what-is-kintone-app) - 1 comment

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

Method CRM is the #1-rated CRM for businesses using QuickBooks — a customizable CRM that adapts to your business, not the other way around. Instead of forcing teams to change their processes to fit the software, Method lets them build the workflows, screens, and automations their business actually uses, without developer resources or enterprise pricing. Method fills the gap between QuickBooks and rigid, one-size-fits-all CRMs. With real-time, two-way sync, teams manage leads, customers, estimates, invoices, and payments in one place while accounting data stays current in both systems. Customers can approve estimates, sign proposals, and pay invoices online through a branded 24/7 portal, streamlining every step from lead to payment. Automating this busywork — fewer steps, less retyping, fewer errors — saves teams hours every week. Nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services trust Method to support the workflows their industries rely on daily. Every account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including a free hour of customization to tailor Method to your business.

**Average Rating:** 4.4/5.0

**Total Reviews:** 337

#### How Do G2 Users Rate Method CRM?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.4/10 (Category avg: 8.6/10)

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

- **Seller:** [Method Integration Inc.](https://www.g2.com/sellers/method-integration-inc)
- **Company Website:** www.method.me
- **Year Founded:** 2010
- **HQ Location:** Toronto
- **Twitter:** @MethodCRM  
2,075 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d78b6d56af15bee0d6ec97f954d7e71fae54a68b56974ff2fac60b145516bd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F245963%2F&secure%5Burl_type%5D=linkedin_company_website)  
115 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Office Manager
- **Top Industries:** Construction, Wholesale
- **Company Size:** 88% Small, 10% Medium

#### What Do G2 Reviewers Say About Method CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Method CRM's **ease of use** enables efficient organization, tracking, and integration for improved workflow management.
- Users praise the **outstanding customization options** in Method CRM, tailoring workflows to enhance operational efficiency.
- Users value the **seamless QuickBooks integration** of Method CRM, enhancing efficiency and service capabilities significantly.
- Users value the **responsive customer support** of Method CRM, which aids in quick resolution of queries.
- Users value the **extensive customization options** of Method CRM, allowing for tailored workflows and efficient operations.

##### Cons

- Users find the **learning curve steep** for Method CRM, making initial setup and customization quite challenging.
- Users face **limited customization** options in Method CRM, often needing costly developer support for even small changes.
- Users report various **glitches and lag** in Method CRM, impacting usability, especially in the mobile app and syncing.
- Users feel that **customization costs are excessive** , leading to high monthly fees and increased dependency on developer support.
- Users find the **missing features** in Method CRM limiting, as it lacks essential tools for comprehensive business management.

#### What Are Recent G2 Reviews of Method CRM?

**["Method CRM is SO MUCH MORE than it seems!"](https://www.g2.com/survey_responses/method-crm-review-10779798)**

**Rating:** 5.0/5.0 stars

_— Brooke M._

[Read full review](https://www.g2.com/survey_responses/method-crm-review-10779798)

**["Bridging the Gap Between Sales and Success"](https://www.g2.com/survey_responses/method-crm-review-12513026)**

**Rating:** 5.0/5.0 stars

_— Marlayna V._

[Read full review](https://www.g2.com/survey_responses/method-crm-review-12513026)

#### What Are G2 Users Discussing About Method CRM?

- [What is Method CRM used for?](https://www.g2.com/discussions/what-is-method-crm-used-for) - 1 comment
- [What are the three benefits of CRM?](https://www.g2.com/discussions/what-are-the-three-benefits-of-crm)
- [How much does Method CRM cost?](https://www.g2.com/discussions/how-much-does-method-crm-cost) - 1 comment
- [What is method CRM?](https://www.g2.com/discussions/what-is-method-crm) - 1 comment
- [What are the features of CRM software?](https://www.g2.com/discussions/method-crm-what-are-the-features-of-crm-software) - 1 comment

### [Fireberry](https://www.g2.com/products/fireberry/reviews)

Fireberry is your all-in-one solution for managing Sales, Marketing, and Service, offering a comprehensive platform to support every stage of your business journey in any industry. With its full customization capabilities, intuitive design, and flexible pricing plans, Fireberry is an ideal choice for growing businesses. Fireberry allows you to connect your preferred tools directly within the CRM, with seamless integrations across all three product areas, enhancing productivity and streamlining your workflows. By consolidating Sales, Marketing, and Service into a single platform, Fireberry empowers businesses with a complete 360-degree view of customers and operations. Access real-time analytics, automate processes, and ensure your business stays organized and efficient at every level.

**Average Rating:** 4.8/5.0

**Total Reviews:** 24

#### How Do G2 Users Rate Fireberry?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Fireberry?

- **Seller:** [Fireberry](https://www.g2.com/sellers/fireberry)
- **Year Founded:** 2012
- **HQ Location:** Tel Aviv, Israel
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=96d6183d42f4ba85132ae6a70b6d29b65e0934e03de734b02cfe6439575629a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffireberry-software-ltd&secure%5Burl_type%5D=linkedin_company_website)  
39 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 72% Small, 24% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Fireberry, facilitating seamless processes for both technical and non-technical staff.
- Users value Fireberry's **organizational efficiency** , enabling streamlined processes and improved collaboration across teams.
- Users appreciate the **ease of implementation with Fireberry** , enhancing organization and efficiency in sales and support processes.
- Users appreciate the **time-saving automation features** of Fireberry, enhancing efficiency by eliminating repetitive tasks.
- Users commend the **exceptional customer support** of Fireberry, noting its user-friendly approach and effective assistance.

##### Cons

- Users find the **setup process somewhat time-consuming** , requiring careful planning to maximize the platform's flexibility.
- Users find the lack of **WhatsApp integration** in Fireberry a significant limitation in their communication experience.
- Users find the **learning curve challenging** , especially with advanced features that require time to master during setup.
- Users find the **limited customization options** for reports frustrating and restrictive for their needs.
- Users are disappointed by the **absence of a customer portal** , relying on third-party products for support.

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

**["Why I Recommend Fireberry as a Tech Consultant: Simple, Powerful, and Built for Growth"](https://www.g2.com/survey_responses/fireberry-review-11200215)**

**Rating:** 5.0/5.0 stars

_— Tal A._

[Read full review](https://www.g2.com/survey_responses/fireberry-review-11200215)

**["A flexible CRM that actually fits the way you work"](https://www.g2.com/survey_responses/fireberry-review-11986872)**

**Rating:** 4.5/5.0 stars

_— Manit A._

[Read full review](https://www.g2.com/survey_responses/fireberry-review-11986872)

### [Goals.com](https://www.g2.com/products/goals-com/reviews)

Goals.com is a simple, easy solution for sales performance management, field service management and managing team production. Built upon the premise that busy sales leaders and busy sales teams need a quick, accurate picture of the essential metrics and tools to help drive more sales, Goals.com provides intuitive software that integrates the key information to make the sales process more efficient for any team in both B2B and B2C focused industries. From the dynamic user dashboard which highlights individual progress over the course of a month, quarter and year for sales representatives to sweeping highlights of the entire team for sales leaders and managers, Goals.com provides the essentials for any business to thrive without the clutter and confusion of other platforms. Additional features include sales contest generation, highlights and a customer success team dedicated to being a partner and guide for your account for its entire life. Goals.com has everything a small, medium or large business needs to analyze performance, promote development and ultimately drive more sales.

**Average Rating:** 4.9/5.0

**Total Reviews:** 26

#### How Do G2 Users Rate Goals.com?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Goals.com?

- **Seller:** [Goals.com](https://www.g2.com/sellers/goals-com)
- **Year Founded:** 2023
- **HQ Location:** Minneapolis, MN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea45488f146fe26a8d12e35941258adc4efd7c1f9eb51bf67863657f4821b06b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgoals-com%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Construction, Consumer Services
- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Goals.com?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Goals.com to be **easy to adopt** , facilitating a smooth transition into their roles and responsibilities.
- Users find Goals.com to be an **easy-to-learn platform** , making adoption seamless even for newcomers.
- Users find Goals.com to be **easy to adopt** , making it seamless for new users to integrate quickly.
- Users find the **easy access** of Goals.com beneficial for quickly adapting to new roles and systems.

##### Cons

- Users face **redundancy in notifications** , receiving multiple alerts that may not be necessary for those frequently using the portal.
- Users experience **redundancy in notifications** , finding email alerts unnecessary when the portal is already open.

#### What Are Recent G2 Reviews of Goals.com?

**["Tremendous utility"](https://www.g2.com/survey_responses/goals-com-review-10397714)**

**Rating:** 4.5/5.0 stars

_— Lucas G._

[Read full review](https://www.g2.com/survey_responses/goals-com-review-10397714)

**["Goals.com nails it"](https://www.g2.com/survey_responses/goals-com-review-10025411)**

**Rating:** 4.5/5.0 stars

_— Bryce T._

[Read full review](https://www.g2.com/survey_responses/goals-com-review-10025411)

### [VobeSoft](https://www.g2.com/products/vobesoft/reviews)

VobeSoft is the modular platform for your work. Configure databases, automations, and views to streamline and optimize your operations—all within one flexible system. Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used.

**Average Rating:** 4.6/5.0

**Total Reviews:** 42

#### How Do G2 Users Rate VobeSoft?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind VobeSoft?

- **Seller:** [VobeSoft](https://www.g2.com/sellers/vobesoft)
- **Year Founded:** 2011
- **HQ Location:** s-Hertogenbosch, North Brabant
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=469c5a49c3bbe947413336de34366dfd55c270a8352935f3fd0a340f24692e3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvobesoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance, Financial Services
- **Company Size:** 60% Small, 37% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of VobeSoft, highlighting its flexibility and straightforward setup for custom needs.
- Users value the **easy customization** of VobeSoft, appreciating its flexibility and adaptability to their unique needs.
- Users highlight the **flexibility and customization** of VobeSoft, making it ideal for diverse organizational needs.
- Users value the **flexible customizability** of VobeSoft, which adapts effortlessly to their unique business needs.
- Users appreciate the **flexibility and customization** of VobeSoft, allowing for easy adaptation to specific business needs.

##### Cons

- Users note the **steep learning curve** with VobeSoft, requiring time to master data modeling and application usage.

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

**["Easy to use, configurable and great customer service"](https://www.g2.com/survey_responses/vobesoft-review-9041705)**

**Rating:** 5.0/5.0 stars

_— Steven L._

[Read full review](https://www.g2.com/survey_responses/vobesoft-review-9041705)

**["intuitive, adaptable, reliable and flexible"](https://www.g2.com/survey_responses/vobesoft-review-9881279)**

**Rating:** 4.5/5.0 stars

_— Verified User in Alternative Dispute Resolution_

[Read full review](https://www.g2.com/survey_responses/vobesoft-review-9881279)

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

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

### [Zilliant CPQ](https://www.g2.com/products/zilliant-cpq/reviews)

In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing

**Average Rating:** 4.8/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Zilliant CPQ?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.6/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Zilliant CPQ?

- **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant)
- **Company Website:** www.zilliant.com
- **Year Founded:** 1999
- **HQ Location:** Austin, TX
- **Twitter:** @zilliant  
3,351 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cc4b9c491f6fe3c97b83190d99b36b1ea4a3cb927b699e91596222ca3c1ecaf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzilliant&secure%5Burl_type%5D=linkedin_company_website)  
174 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Mechanical or Industrial Engineering
- **Company Size:** 47% Small, 37% Large

#### What Do G2 Reviewers Say About Zilliant CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficiency** of Zilliant CPQ, enabling quick configuration and pricing for a competitive edge.
- Users benefit from **customization and integration** with Zilliant CPQ, enhancing quote cycle times and overall efficiency.
- Users value the **customizability** of Zilliant CPQ, enhancing process efficiency and ensuring secure, validated data access.
- Users commend the **ease of use** of Zilliant CPQ, enabling quick configuration and pricing for customer solutions.
- Users value the **easy customization** of Zilliant CPQ, enabling streamlined processes and enhanced security features.

##### Cons

- Users find the **slow loading** during complex operations frustrating and believe it could be improved.
- Users report **slow performance** in Zilliant CPQ, particularly during complex operations that require better loading times.

#### What Are Recent G2 Reviews of Zilliant CPQ?

**["Able to create a Global Quoting platform integrating our specific needs"](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859)**

**Rating:** 4.5/5.0 stars

_— Russ M._

[Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859)

**["Inmind Cloud is 5 star"](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919)**

**Rating:** 5.0/5.0 stars

_— Ian G._

[Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919)

### [Marketing 360](https://www.g2.com/products/madwire-marketing-360/reviews)

Marketing 360® was founded in 2009 by father and son, Joe and JB Kellogg, with a mission of making a difference by helping small businesses grow and their local communities grow. Now, located in Fort Collins, Colorado and Austin, Texas, Marketing 360 employs over 550 team members and has over 20,000 active SMB clients. Marketing 360 empowers small businesses with all the technology and talent they need to both manage and grow their business from a singular platform, including the ability to — build a professional website, accept and manage payments, manage leads and customers, book appointments, monitor reviews, manage social media, syndicate business listings, manage content marketing, run multi-channel digital advertising campaigns, and more. No more wasting time and money bouncing around multiple tools to manage and grow your business.

**Average Rating:** 3.5/5.0

**Total Reviews:** 61

#### How Do G2 Users Rate Marketing 360?

- **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 6.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Marketing 360?

- **Seller:** [Madwire](https://www.g2.com/sellers/madwire-1dbb6f4e-0b38-4f0e-aeae-c1cae5e8c0f5)
- **Year Founded:** 2009
- **HQ Location:** Fort Collins, Colorado
- **Twitter:** @Madwire  
153 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8d9a3bb441d37d981c0da07cc067d05bb67ec2eb7f8da27f98029b08b654bf2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1236339%2F&secure%5Burl_type%5D=linkedin_company_website)  
414 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Construction, Real Estate
- **Company Size:** 79% Small, 16% Medium

#### What Do G2 Reviewers Say About Marketing 360?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **responsive customer support** from Marketing 360, which provides valuable insights and assistance for their businesses.
- Users highlight the **consistent business growth** achieved with Marketing 360's comprehensive services and expert support.
- Users appreciate the **individualized approach** of Marketing 360, enhancing their competitive edge with tailored solutions and support.
- Users commend the **integrated solutions** of Marketing 360, facilitating consistent growth and a seamless user experience.
- Users find the **supportive team** at Marketing 360 invaluable for driving conversions and improving online presence.

##### Cons

- Users find the **billing structure cumbersome** , but appreciate efforts to improve payment solutions.
- Users express concern over the **lack of management check-ins** , which affects support and guidance during use.
- Users find the **billing issues** somewhat cumbersome, though solutions are being developed to alleviate the challenges.
- Users find the **integration difficulty** with social media platforms to be laborious and sometimes glitchy, though improvements are noted.
- Users find **integration issues** with Marketing 360's portal and social media platforms somewhat frustrating, despite some improvements.

#### What Are Recent G2 Reviews of Marketing 360?

**["Hands on Digital Marketing Agency"](https://www.g2.com/survey_responses/marketing-360-review-10705635)**

**Rating:** 5.0/5.0 stars

_— Martin W._

[Read full review](https://www.g2.com/survey_responses/marketing-360-review-10705635)

**["Marketing Company I can count on to move our business forward."](https://www.g2.com/survey_responses/marketing-360-review-11293833)**

**Rating:** 5.0/5.0 stars

_— Jeffrey L._

[Read full review](https://www.g2.com/survey_responses/marketing-360-review-11293833)

#### What Are G2 Users Discussing About Marketing 360?

- [What is Marketing 360 used for?](https://www.g2.com/discussions/what-is-marketing-360-used-for)
- [What does Marketing 360 do?](https://www.g2.com/discussions/what-does-marketing-360-do)
- [What software do marketing managers use?](https://www.g2.com/discussions/what-software-do-marketing-managers-use)
- [Where is marketing 360 located?](https://www.g2.com/discussions/where-is-marketing-360-located) - 1 comment
- [How much does marketing360 cost?](https://www.g2.com/discussions/how-much-does-marketing360-cost) - 1 comment

### [AllProWebTools](https://www.g2.com/products/allprowebtools/reviews)

How would it feel to have an all-in-one solution that gave you access to your entire business with one login? A tool that combines all inventory, customers, leads, emails, tasks and orders between your online shopping cart, in store POS, and mobile devices. One login and one solution to manage content, lead generation and tracking to shipping to order tracking to customer re-engagement and re-marketing. As the first solution to combine an email marketing platform with an ecommerce engine and CRM system, AllProWebTools can provide you with comprehensive reporting that follows your leads and clients from introduction to sale and beyond. By integrating with DropBox, Google Drive and Google Calendar, all of your client related files can be shared and appointment reminders can be sent directly to your smartphone. The sales pipeline will help you track your sales teams efforts and quantify how many leads are being processed. Your sales manager will have better visibility to verify that leads are being followed up with and can coach the sales team to improve.

**Average Rating:** 4.8/5.0

**Total Reviews:** 67

#### How Do G2 Users Rate AllProWebTools?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind AllProWebTools?

- **Seller:** [AllProWebTools](https://www.g2.com/sellers/allprowebtools)
- **Year Founded:** 2009
- **HQ Location:** Fort Collins, CO
- **Twitter:** @AllProWebTools  
668 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cc26d100036a5ab06ee4b67f0750e4d02c47cf733895d1f385def6945960f977&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3492945%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising
- **Company Size:** 77% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of AllProWebTools, enjoying streamlined workflows and organization in one platform.
- Users value the **automation features** of AllProWebTools, enhancing efficiency by consolidating all business tools in one platform.
- Users appreciate the **convenient all-in-one interface** that simplifies contact management with easy access to information.
- Users appreciate the **convenience of Customer Management** in AllProWebTools, simplifying access to job-related information.
- Users find the **intuitive interface** of AllProWebTools highly convenient, centralizing all job information on a single page.

##### Cons

- Users find the **learning curve challenging** , with some features lacking intuitiveness and speed during initial use.
- Users find the interface **not intuitive** , making navigation and feature accessibility cumbersome and time-consuming.
- Users find the **time-consuming nature** of AllProWebTools frustrating, as navigation and reporting can be slower than desired.

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

**["Helpful Tool for Daily Work"](https://www.g2.com/survey_responses/allprowebtools-review-12631027)**

**Rating:** 5.0/5.0 stars

_— Akshay V._

[Read full review](https://www.g2.com/survey_responses/allprowebtools-review-12631027)

**["Centralized Business Solution with a Learning Curve"](https://www.g2.com/survey_responses/allprowebtools-review-12310005)**

**Rating:** 4.5/5.0 stars

_— Kiyana Faith M._

[Read full review](https://www.g2.com/survey_responses/allprowebtools-review-12310005)

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

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

### [Apptivo](https://www.g2.com/products/apptivo/reviews)

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle:  
  
**Marketing** - Create targeted lists of contacts, build & deliver email campaigns, and track analytics.  
**Sales** - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting.  
**Help Desk** - A powerful ticketing system with email integration, web portal, and time tracking.  
**Project Management** - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent.  
**Field Service** - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing.  
**Quoting & Billing** - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities.  
**Order Management** - Turn quotes into orders, track inventory & shipments, and bill the customer for your product.  
**Procurement & Supply Chain** - Manage your vendors, track purchase orders & invoicing, and manage inventory.  
  
Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: **Affordability** , **Flexibility** , and **Capability**. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business.

**Average Rating:** 4.4/5.0

**Total Reviews:** 217

#### How Do G2 Users Rate Apptivo?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Apptivo?

- **Seller:** [Apptivo](https://www.g2.com/sellers/apptivo)
- **Year Founded:** 2009
- **HQ Location:** Fremont, California
- **Twitter:** @Apptivo  
5,946 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bcad1a66e3b3f952602b0684372473e8d21061c31322b5bfba1d8c924df330cd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F987634%2F&secure%5Burl_type%5D=linkedin_company_website)  
223 employees on LinkedIn®
- **Phone:** +1 (855) 345-2777

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Marketing and Advertising, Construction
- **Company Size:** 82% Small, 14% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate Apptivo's **excellent customer support** , noted for its responsiveness and detailed documentation throughout the implementation process.
- Users commend Apptivo's **helpful support** , highlighting its responsiveness and detailed documentation that enhance the user experience.
- Users appreciate the **ease of use** of Apptivo, praising its intuitive navigation and fast implementation.
- Users value the **high customization ability** of Apptivo, allowing tailored solutions to fit their unique business processes.
- Users value the **high customizability** of Apptivo, enabling tailored solutions for diverse business processes and needs.

##### Cons

- Users find the **learning curve steep** with Apptivo, particularly with campaign setup and contact database differentiation.
- Users find the **missing features** in Apptivo frustrating, lacking essential functionalities across modules and integrations.
- Users experience **limited features** with Apptivo, facing inconsistencies and missing functionalities across different apps and platforms.
- Users struggle with **integration issues** , facing compatibility problems and inefficiencies in their workflow management with Apptivo.
- Users find **improvement needed** in documentation and integration simplicity, hindering efficient workflow across modules.

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

**["Work Organization and Activity Tracking Feel More Efficient"](https://www.g2.com/survey_responses/apptivo-review-12889408)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/apptivo-review-12889408)

**["All-in-One CRM Platform with Clean UI, Easy Automation, and Strong Reporting"](https://www.g2.com/survey_responses/apptivo-review-12762853)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/apptivo-review-12762853)

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

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

### [Altvia](https://www.g2.com/products/altvia/reviews)

Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com.

**Average Rating:** 4.5/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Altvia?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Altvia?

- **Seller:** [ALTVIA SOLUTIONS, LLC](https://www.g2.com/sellers/altvia-solutions-llc)
- **Company Website:** altvia.com
- **Year Founded:** 2006
- **HQ Location:** Broomfield, CO
- **Twitter:** @altvia  
301 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=de671ff390ebfce79d82af835db4ff65f296351db03e114ce0eaf7ae874cf0ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapplication-experts-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
66 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Venture Capital & Private Equity
- **Company Size:** 73% Small, 13% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **exceptional customer support** from Altvia, noting quick responses and collaborative assistance for efficient operations.
- Users value the **exceptional customer support** from Altvia, which enhances collaboration and workflow efficiency.
- Users find Altvia's interface very **easy and intuitive** , complemented by excellent support and tailored solutions.
- Users value the **exceptional customer management** offered by Altvia, highlighting their attentive and strategic support team.
- Users value Altvia for its **comprehensive data** that streamlines reporting and communication with LPs effectively.

##### Cons

- Users find Altvia **expensive** , as many useful features require additional costs beyond the main tool.
- Users find the **data entry cumbersome** , wishing for better automation and memory of previously entered information.
- Users note the **missing features** in Altvia that hinder modern business practices and limit email functionality.
- Users experience limitations with the **scalability and automation** features of Altvia, impacting overall efficiency.
- Users find **data entry cumbersome** due to repetitive input, wishing for auto-population features to streamline the process.

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

**["Superb Product with a Superb Team!"](https://www.g2.com/survey_responses/altvia-review-10714885)**

**Rating:** 5.0/5.0 stars

_— Alexandra L._

[Read full review](https://www.g2.com/survey_responses/altvia-review-10714885)

**["Good"](https://www.g2.com/survey_responses/altvia-review-11393917)**

**Rating:** 4.0/5.0 stars

_— Verified User in Banking_

[Read full review](https://www.g2.com/survey_responses/altvia-review-11393917)

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

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.

**Average Rating:** 4.2/5.0

**Total Reviews:** 926

#### How Do G2 Users Rate Insightly CRM?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

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

- **Seller:** [Unbounce](https://www.g2.com/sellers/unbounce)
- **Company Website:** unbounce.com
- **Year Founded:** 2009
- **HQ Location:** Vancouver
- **Twitter:** @unbounce  
72,651 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76598eff3f18a7c370a68f684b55dacfe22c6115b00daefcd8e2af6dd77e1a65&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F503432%2F&secure%5Burl_type%5D=linkedin_company_website)  
130 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 73% Small, 21% Medium

#### What Do G2 Reviewers Say About Insightly CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features.
- Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information.
- Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs.
- Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability.
- Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management.

##### Cons

- Users find the **learning curve steep** , complicating automation and workflow setup for new users.
- Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively.
- Users find the **limited features** hinder effective use, especially in project management and task customization.
- Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability.
- Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency.

#### What Are Recent G2 Reviews of Insightly CRM?

**["Streamlined Sales and Task Management"](https://www.g2.com/survey_responses/insightly-crm-review-12865487)**

**Rating:** 4.0/5.0 stars

_— Jeni J._

[Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12865487)

**["Keeping Customer Workflows Better Connected"](https://www.g2.com/survey_responses/insightly-crm-review-12948095)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12948095)

### [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews)

ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery.

**Average Rating:** 4.0/5.0

**Total Reviews:** 556

#### How Do G2 Users Rate ConnectWise PSA?

- **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.8/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ConnectWise PSA?

- **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise)
- **Company Website:** www.connectwise.com
- **Year Founded:** 1982
- **HQ Location:** Tampa, FL
- **Twitter:** @ConnectWise  
14,926 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=825d5a968a56320f556cad3f9dfc8c57c880640eedc7d064eddf33e0f8d1e867&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48576%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,388 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** President, Network Engineer
- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 66% Small, 28% Medium

#### What Do G2 Reviewers Say About ConnectWise PSA?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **interface easy to use** , appreciating its simplicity and efficiency in managing tasks and tickets.
- Users value the **seamless integration** with third-party software, enhancing customization and ease of use in their workflow.
- Users appreciate the **extensive integrations** of ConnectWise PSA, enhancing automation and workflow across various applications.
- Users appreciate the **rich feature set** of ConnectWise PSA, benefiting from comprehensive tools for management and organization.
- Users appreciate the **responsive customer support** from ConnectWise PSA, enhancing their experience with effective assistance.

##### Cons

- Users find the **learning curve steep** , making initial setup and adaptation to ConnectWise PSA quite challenging.
- Users report **poor customer support** with slow response times and inadequate follow-up on escalated issues.
- Users find **ConnectWise PSA's usability complex** , with a tedious configuration process that hampers effective management and forecasting.
- Users express frustration with **missing features** in ConnectWise PSA, highlighting the need for better sales and documentation tools.
- Users face significant **performance issues** with ConnectWise PSA, impacting workflow and overall satisfaction with the software.

#### What Are Recent G2 Reviews of ConnectWise PSA?

**["Efficient Tool That Simplifies Daily Tasks"](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)**

**Rating:** 5.0/5.0 stars

_— Imran I._

[Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)

**["Great PSA system is you take the time to set it up according to your needs"](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)

#### What Are G2 Users Discussing About ConnectWise PSA?

- [What is SmileBack used for?](https://www.g2.com/discussions/what-is-smileback-used-for)
- [What is BrightGauge used for?](https://www.g2.com/discussions/what-is-brightgauge-used-for)
- [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) - 1 comment
- [How do I disable ConnectWise control?](https://www.g2.com/discussions/connectwise-psa-how-do-i-disable-connectwise-control)
- [How do I download ConnectWise manage client?](https://www.g2.com/discussions/how-do-i-download-connectwise-manage-client)

### [Bitrix24](https://www.g2.com/products/bitrix24/reviews)

Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant CoPilot helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place.

**Average Rating:** 4.1/5.0

**Total Reviews:** 575

#### How Do G2 Users Rate Bitrix24?

- **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Bitrix24?

- **Seller:** [Bitrix24](https://www.g2.com/sellers/bitrix24)
- **Company Website:** www.bitrix24.com
- **Year Founded:** 1998
- **HQ Location:** Alexandria, Virginia
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea22220ec03b931feaf03d5576e1fb246d7012f3c6d9faf03de7584158599713&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F8812020%2F&secure%5Burl_type%5D=linkedin_company_website)  
260 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Marketing Manager, Project Manager
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 55% Small, 35% Medium

#### What Do G2 Reviewers Say About Bitrix24?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Bitrix24, enjoying seamless collaboration and streamlined workflows on a unified platform.
- Users value the **seamless team collaboration** in Bitrix24, enhancing productivity through integrated tools and features.
- Users admire the **integrated task management** of Bitrix24, enhancing collaboration and efficiency across teams.
- Users appreciate the **integration of essential tools** in Bitrix24, boosting efficiency and collaboration across teams.
- Users appreciate the **seamless integration** of tools in Bitrix24, enhancing productivity and collaboration across teams effectively.

##### Cons

- Users find the **learning curve steep** with Bitrix24, as the interface can be cluttered and complex for newcomers.
- Users express concern over **missing features** in Bitrix24, feeling that promised functionalities have been removed or altered.
- Users express frustration over **limited features** in Bitrix24, feeling promised functionalities have been removed or restricted.
- Users find Bitrix24 lacking **essential features for basic users** , with limited access requiring costly upgrades for full functionality.
- Users report **performance issues** with Bitrix24, including slow loading times and a complex interface that hinders usability.

#### What Are Recent G2 Reviews of Bitrix24?

**["Fast, Flexible Indiamart-to-Bitrix24 Automation with Excellent Support"](https://www.g2.com/survey_responses/bitrix24-review-12592514)**

**Rating:** 5.0/5.0 stars

_— Ajay P._

[Read full review](https://www.g2.com/survey_responses/bitrix24-review-12592514)

**["Straightforward, Turnkey CRM with Everything We Need. Has a free version!"](https://www.g2.com/survey_responses/bitrix24-review-12708521)**

**Rating:** 4.5/5.0 stars

_— Luis P._

[Read full review](https://www.g2.com/survey_responses/bitrix24-review-12708521)

#### What Are G2 Users Discussing About Bitrix24?

- [What is Bitrix24 used for?](https://www.g2.com/discussions/what-is-bitrix24-used-for) - 2 comments
- [What is CRM for Nonprofits by Bitrix24 used for?](https://www.g2.com/discussions/what-is-crm-for-nonprofits-by-bitrix24-used-for)
- [How does bitrix24 make money?](https://www.g2.com/discussions/how-does-bitrix24-make-money) - 2 comments
- [Is bitrix24 really free?](https://www.g2.com/discussions/is-bitrix24-really-free) - 2 comments, 1 upvote
- [Is bitrix24 any good?](https://www.g2.com/discussions/is-bitrix24-any-good) - 1 comment, 1 upvote

### [Klipy AI](https://www.g2.com/products/klipy-ai/reviews)

Klipy is the AI sales agent for B2B teams who win deals on speed. Every conversation your team has - across email, calls, LinkedIn, WhatsApp, and Telegram - produces a drafted follow-up, an updated CRM record, and a queued next step in minutes. You approve. Nothing reaches a prospect without you. Thousands of sellers use Klipy to make sure they are always first to follow up, every time. ------------------------ Key features: - Your agent drafts it. You hit send. After every conversation, Klipy drafts the follow-up from what was actually said - names, commitments, next steps - and waits for your approval before anything goes out. - Set it in plain language. Tell your agent what to handle in a sentence: "After every meeting, draft a follow-up with next steps." No workflow builder. No flowchart. One instruction runs after every conversation. - CRM updated from the conversation, not from memory. Contact records, deal stages, and activity notes get populated from what was said - not what your rep remembered to type three days later. - Every channel, one agent. Klipy captures conversations across email, calls, LinkedIn, WhatsApp, and Telegram so your agent has the full picture of every deal, not just one channel. - Walk into every call prepared. Before each meeting, your agent pulls contact history, company news, prior conversation notes, and deal context into a brief ready for you to review. - Never let a deal go cold. When a deal goes quiet, your agent surfaces it and drafts a re-engagement before the prospect moves on. - Turn every win into more pipeline. When a deal closes, your agent finds lookalike accounts, researches their context, and drafts personalized outreach so the win generates the next opportunity. Getting started takes two minutes. Connect your email, set your first instruction in plain language, and your agent surfaces its first draft from your next conversation. No implementation. No agency. No setup fee. Free to start, no credit card required. ------------------------ Join thousands of sales teams across 56 countries already using Klipy to respond first, every time. See what your agent can do at klipy.ai

**Average Rating:** 5.0/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Klipy AI?

- **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 Klipy AI?

- **Seller:** [Vire KLL Inc.](https://www.g2.com/sellers/vire-kll-inc)
- **Year Founded:** 2024
- **HQ Location:** Delaware, US
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e952554018b4bada0b9206d9e6df6f4599b532ddd49d632809b34533a2c859f3&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fklipy&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 55% Medium, 36% Large

#### What Do G2 Reviewers Say About Klipy AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **organization efficiency** of Klipy AI, enhancing productivity and performance tracking for sales teams.
- Users appreciate the **seamless integration** of Klipy AI with other tools, enhancing performance tracking and organization.
- Users value the **easy lead management** in Klipy AI, which enhances teamwork and adapts to their workflow seamlessly.
- Users value the **task management capabilities** of Klipy AI, enhancing organization and productivity for their teams.
- Users value the **efficient customer engagement tools** of Klipy AI, enhancing interactions and improving overall performance.

##### Cons

- Users find the **learning curve challenging** , especially due to overwhelming features and slower performance with large datasets.
- Users find the **slow loading** speed with large datasets to be a significant drawback of Klipy AI.
- Users note that Klipy AI can be **expensive** , especially with add-ons, which may deter some potential users.
- Users note the **limited customization options** of Klipy AI, which can restrict personalized use of the software.
- Users find the **experience overwhelming** due to the complexity of features and a challenging onboarding process.

#### What Are Recent G2 Reviews of Klipy AI?

**["Best Klipy CRM Software"](https://www.g2.com/survey_responses/klipy-ai-review-10990061)**

**Rating:** 5.0/5.0 stars

_— Emma J._

[Read full review](https://www.g2.com/survey_responses/klipy-ai-review-10990061)

**["A Powerful Tool with Room to Grow"](https://www.g2.com/survey_responses/klipy-ai-review-11061011)**

**Rating:** 5.0/5.0 stars

_— Kevin J._

[Read full review](https://www.g2.com/survey_responses/klipy-ai-review-11061011)

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

Prospect, the #1 Stock-Aware CRM, is perfect for growing Wholesale, Distributor and Manufacturing businesses. Sell more, in less time, every time - with Prospect CRM! As part of the ERP division at The Access Group, Prospect CRM is delivered to more than 5,000 SME users worldwide. Stock-Aware CRM combines the best of traditional CRM – Marketing, Sales Pipelines and Customer Service Management – with the reality of selling B2B products – quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking...to ensure your sales and service teams are fully Stock-Aware.

**Average Rating:** 4.6/5.0

**Total Reviews:** 97

#### How Do G2 Users Rate Prospect CRM?

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

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

- **Seller:** [ProspectSoft](https://www.g2.com/sellers/prospectsoft)
- **Year Founded:** 2000
- **HQ Location:** Loughborough, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=315425f48cf87d97b11f52073e75a7aae972cfab82699b3bbe9358dd9051060c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F128923%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Wholesale, Food Production
- **Company Size:** 78% Small, 18% Medium

#### What Do G2 Reviewers Say About Prospect CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Prospect CRM, which simplifies database management and enhances workflow efficiency.
- Users value the **easy setup** of Prospect CRM, which enhances workflow efficiency and simplifies report generation.
- Users value the **efficiency** of Prospect CRM, facilitating smooth operations and effective report generation.
- Users value the **extensive features** of Prospect CRM, appreciating its customizable workflows and detailed sales reports.
- Users value the **organization efficiency** of Prospect CRM, which simplifies reporting and streamlines workflow effectively.

##### Cons

- Users report significant **integration issues** with Prospect CRM, leading to difficulties connecting with essential apps and services.
- Users express frustration over the **missing features** in Prospect CRM, limiting its effectiveness for B2B and B2C needs.
- Users express frustration with **deceptive sales promises** , highlighting poor support and lack of valuable features in Prospect CRM.
- Users report significant **connectivity issues** with Prospect CRM, including poor integration and syncing that hampers functionality.
- Users find **feature issues** with Prospect CRM, as promised functionalities lag behind real-world performance and integration.

#### What Are Recent G2 Reviews of Prospect CRM?

**["Keeping Tasks, Activities, and Follow-Ups Better Organized"](https://www.g2.com/survey_responses/prospect-crm-review-12896270)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/prospect-crm-review-12896270)

**["Streamlines B2B Sales with Strong German Market Fit"](https://www.g2.com/survey_responses/prospect-crm-review-12503853)**

**Rating:** 4.0/5.0 stars

_— Darcus B._

[Read full review](https://www.g2.com/survey_responses/prospect-crm-review-12503853)

#### What Are G2 Users Discussing About Prospect CRM?

- [What is Prospect CRM used for?](https://www.g2.com/discussions/what-is-prospect-crm-used-for)
- [How much does workflow max cost?](https://www.g2.com/discussions/how-much-does-workflow-max-cost)
- [What is a CRM tracking system?](https://www.g2.com/discussions/what-is-a-crm-tracking-system)
- [What is the best free CRM software?](https://www.g2.com/discussions/what-is-the-best-free-crm-software)
- [What are the features of CRM software?](https://www.g2.com/discussions/prospect-crm-what-are-the-features-of-crm-software)

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Spotlight Categories

[Spend Management Software](https://www.g2.com/categories/spend-management)

[Contact Center Workforce Software](https://www.g2.com/categories/contact-center-workforce)

[CPQ Software](https://www.g2.com/categories/cpq)

[Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration)

[Webinar Platforms](https://www.g2.com/categories/webinar)

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- [Sales Compensation](/categories/sales-compensation)
- [AI Sales Assistant](/categories/ai-sales-assistant)
- [Auto Dialer](/categories/auto-dialer)
- [Contract Analytics](/categories/contract-analytics)
- [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm)

- [Contract Management](/categories/contract-management)
- [Customer Revenue Optimization](/categories/customer-revenue-optimization)
- [E-Signature](/categories/e-signature)
- [Field Sales](/categories/field-sales)
- [Other Sales](/categories/other-sales)

- [Partnerships Management](/categories/partnerships-management)
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- [Quote Management](/categories/quote-management)
- [Revenue AI Platforms](/categories/revenue-ai-platforms)
- [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i)

[Browse CRM Themes](/categories/crm/themes)

 ![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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