# Best CRM Software - Page 12 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The [best CRM software](https://www.g2.com/articles/best-crm-software) centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships. CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles. [CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) can be integrated with [call center infrastructure platforms](https://www.g2.com/categories/call-center-infrastructure-cci), digital marketing services, [ERP systems](https://www.g2.com/categories/erp-systems), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), marketing automation software, and [CPQ software](https://www.g2.com/categories/cpq) to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals. There are many different [types of CRM software](https://learn.g2.com/types-of-crm-software) provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help. The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication. To qualify for inclusion in the CRM category, a product must: - Provide a bounded set of sales-related functions - Provide lead, contact, account, and opportunity management functions - Capture and store sales activities and interactions performed - Consolidate customer history and transactions into a single interface - Track prospects and contacts throughout the sales pipeline - Facilitate communication at all phases of the customer lifecycle - Provide reporting features to track sales performance - Provide workflow automation capabilities to streamline sales processes - Integrate functions into a unifying database and platform ## Top CRM Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,664 reviews) | AI-automated pipeline-to-close CRM workflows | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,262 reviews) | Pipeline visibility with automated sales sequencing | "[Comprehensive and User-Friendly CRM for Streamlined Sales Processes](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,042 reviews) | Visual sales pipeline with deal-stage automation | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 4 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,835 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[Zoho CRM: Powerful, Easy-to-Use Platform with Great Automation and Integrations](https://www.g2.com/survey_responses/zoho-crm-review-13076752)" | | 5 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,029 reviews) | High-velocity outbound sales with built-in dialer | "[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)" | | 6 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,246 reviews) | Visual pipeline tracking with no-code automation | "[Highly Customizable CRM That Keeps Deals, Tasks, and Pipelines Perfectly Organized](https://www.g2.com/survey_responses/monday-crm-review-13093905)" | | 7 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (840 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Simple and easy to use for our Franchising and consulting business](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501)" | | 8 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,171 reviews) | Behavior-triggered CRM with automation workflows | "[Powerful, Intuitive Automations That Streamline Email and CRM in ActiveCampaign](https://www.g2.com/survey_responses/activecampaign-review-13041580)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (631 reviews) | Omnichannel CRM with white-label automation workflows | "[Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM](https://www.g2.com/survey_responses/highlevel-review-13050560)" | | 10 | [Attio](https://www.g2.com/products/attio/reviews) | 4.3/5.0 (541 reviews) | Flexible, AI-native pipeline and relationship CRM | "[Fantastic All-in-One CRM with Intuitive Workflows and Powerful AI Agents](https://www.g2.com/survey_responses/attio-review-12997836)" | ## 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=576&focus%5B%5D=128650&focus%5B%5D=3296&focus%5B%5D=1174041&focus%5B%5D=1934) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, Zoho CRM, Bigin by Zoho CRM, Close, monday 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=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=monday-crm&focus%5B%5D=activecampaign) ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,067 ### Category Stats (Jul 2026) - **Average Rating**: 4.38/5 (↑0.01 vs Jun 2026) 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: July 12, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 121,200+ Authentic Reviews - 1,067+ 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. ## Which CRM Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [CRMOne](https://www.g2.com/products/crmone/reviews) - **Easiest to Use:** [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) - **Top Trending:** [HighLevel](https://www.g2.com/products/highlevel/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Nutshell Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-07-13T05%3A07%3A29Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1589&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%3D9%26tab%3Dhighest&secure%5Btoken%5D=b8bd21ebf464f06c0a7f24d657a25cecd55dd30735d35517dab1fb52c0b22387&secure%5Burl%5D=https%3A%2F%2Fwww.nutshell.com%2Flp%2Fcrm%3Futm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dpaid-promotions%26utm_term%3Dcrm&secure%5Burl_type%5D=paid_promos) --- ## CRM Software Features & Capabilities ### What are the Best CRM Software with Campaign Management? Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. **Top-rated CRM Software for Campaign Management:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Campaign Management](https://www.g2.com/categories/crm/f/campaign-management) ### What are the Best CRM Software with Social Collaboration Features? Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone **Top-rated CRM Software for Social Collaboration Features:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Collaboration Features](https://www.g2.com/categories/crm/f/social-collaboration-features) ### What are the Best CRM Software with Marketing ROI Analytics? Enables analysis of effectiveness of an organizations various marketing activities **Top-rated CRM Software for Marketing ROI Analytics:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Marketing ROI Analytics](https://www.g2.com/categories/crm/f/marketing-roi-analytics) ### What are the Best CRM Software with Document & Content Mgmt.? Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. **Top-rated CRM Software for Document & Content Mgmt.:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Document & Content Mgmt.](https://www.g2.com/categories/crm/f/document-content-mgmt) ### What are the Best CRM Software with Social Network Integration? Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. **Top-rated CRM Software for Social Network Integration:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) [Explore CRM Software with Social Network Integration](https://www.g2.com/categories/crm/f/social-network-integration) ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [Outseta](https://www.g2.com/products/outseta/reviews) Outseta is an all-in-one platform that brings together the core tools needed to run many types of small businesses—including payments, authentication, CRM, email, and help desk tools. Most of our customers are building online businesses and charge their customers using a subscription or membership model—although we support one-time payments, too. Outseta is commonly used to build membership websites, SaaS products, online courses, online communities, and sell productized services. **Average Rating:** 4.6/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Outseta?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Outseta?** - **Seller:** [Outseta](https://www.g2.com/sellers/outseta) - **Year Founded:** 2016 - **HQ Location:** San Diego, US - **Twitter:** @outseta (6,499 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/outseta (7 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 73% Small-Business, 9% Mid-Market #### What Are Outseta's Pros and Cons? **Pros:** - Customer Support (2 reviews) - Ease of Use (2 reviews) - Easy Implementation (2 reviews) - Easy Integrations (2 reviews) - Easy Setup (2 reviews) **Cons:** - Learning Curve (2 reviews) - Difficult Learning (1 reviews) - Difficulty (1 reviews) - Learning Difficulty (1 reviews) - Limited Features (1 reviews) ### What Do G2 Reviewers Say About Outseta? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **excellent customer support** of Outseta, particularly appreciating their quick responses and assistance during integration. - Users find Outseta's **ease of use** exceptional, with a simple UI and helpful onboarding support enhancing their experience. - Users appreciate the **easy implementation** of Outseta, benefiting from a simple UI and helpful support during onboarding. - Users value the **easy integrations** with Outseta, benefiting from straightforward setup and responsive support during onboarding. - Users appreciate the **easy setup** of Outseta, enjoying its intuitive layout and responsive support during onboarding. **Cons:** - Users find the **steep learning curve** challenging, especially when transitioning from Webflow and struggling with concepts. - Users find Outseta's interface **difficult to understand** , especially when transitioning from platforms like Webflow. - Users find it **hard to understand** Outseta, especially when transitioning from Webflow. - Users find the **learning difficulty** high when transitioning from Webflow to Outseta, impacting their onboarding experience. - Users feel the **limited features** of Outseta might not meet the needs of larger corporate customers. #### What Are Recent G2 Reviews of Outseta? **"[First-Class Experience with Outseta — One of the Best Providers I've Used](https://www.g2.com/survey_responses/outseta-review-13047830)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/outseta-review-13047830) --- **"[Easy Setup and a User-Friendly Experience](https://www.g2.com/survey_responses/outseta-review-12639263)"** **Rating:** 5.0/5.0 stars *— Tyler M.* [Read full review](https://www.g2.com/survey_responses/outseta-review-12639263) --- #### What Are G2 Users Discussing About Outseta? - [What is Outseta used for?](https://www.g2.com/discussions/what-is-outseta-used-for) ### 2. [Serviceform](https://www.g2.com/products/serviceform/reviews) Serviceform – The only software your business needs for Sales, Support and Marketing Have website visitors but not converting them into customers? Let's change that! Serviceform helps businesses around the world to convert website visitors into revenue. This is done by combining lead generation tools, analytics to identify the behaviour of the website visitors and a CRM to provide a single solution for website conversion and customer management. Our vision is to be a globally leading company focused on pushing the boundaries of online lead generation and communication. We want to be the only software your business needs for Sales, Support and Marketing. Serviceform is a Finland-based SaaS company. We are committed to growing the best possible lead generation tools and analytics tools. We want to allow business owners to make educated decisions and grow their businesses predictably. About our technology, we provide an all-in-one software platform that helps companies simplify their sales, marketing, and customer support process. • The only 6 website conversion tools you'll need: Chatbot, Live chat, Dynamic form, Conversational landing page, Engagement chatbot, Popup, and Floating bar. • Management tools: Flex xRM, Ourly Meeting scheduler, Website analytics, and Cookie banner. • Communication tools: Social inbox, Email and SMS campaign builder. Check us out at Serviceform.com! **Average Rating:** 4.8/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Serviceform?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) **Who Is the Company Behind Serviceform?** - **Seller:** [Serviceform](https://www.g2.com/sellers/serviceform) - **Year Founded:** 2017 - **HQ Location:** Turku, FIN - **LinkedIn® Page:** https://www.linkedin.com/company/linkedin-serviceform (80 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 90% Small-Business #### What Are Recent G2 Reviews of Serviceform? **"[Making our workflow easy and helps us to use our database more effectively](https://www.g2.com/survey_responses/serviceform-review-8022885)"** **Rating:** 5.0/5.0 stars *— Dr. Pravarti M.* [Read full review](https://www.g2.com/survey_responses/serviceform-review-8022885) --- **"[We use Serviceform's chatbot, cookies and lead bar on our website. Everything has worked really well](https://www.g2.com/survey_responses/serviceform-review-7883435)"** **Rating:** 5.0/5.0 stars *— Alina S.* [Read full review](https://www.g2.com/survey_responses/serviceform-review-7883435) --- #### What Are G2 Users Discussing About Serviceform? - [What is Serviceform used for?](https://www.g2.com/discussions/what-is-serviceform-used-for) ### 3. [SmartSearch](https://www.g2.com/products/smartsearch-smartsearch/reviews) SmartSearch is a leading global talent acquisition and staffing management SaaS platform that enables companies to effectively identify, recruit, onboard, and nurture top talent. We consistently drive innovation, providing scalable and configurable software for the unique needs of staffing professionals. SmartSearch is the go-to platform for hiring the right talent at the right time. We design human-centered recruitment solutions that enable organizations to hire better, faster, and smarter. Our all-in-one talent acquisition platform serves thousands of recruiting professionals worldwide, offering comprehensive applicant tracking, CRM, hiring manager collaboration, e-signature, onboarding automation, and more. SmartSearch’s flexible architecture has made the enterprise-grade solution available to organizations across all markets, delivering tailored solutions to meet diverse needs. **Average Rating:** 4.0/5.0 **Total Reviews:** 30 **How Do G2 Users Rate SmartSearch?** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.9/10) - **Contact & Account Management:** 5.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 5.0/10 (Category avg: 8.6/10) **Who Is the Company Behind SmartSearch?** - **Seller:** [SmartSearch](https://www.g2.com/sellers/smartsearch) - **Year Founded:** 1986 - **HQ Location:** Oceanside, CA - **Twitter:** @SmartSearchATS (1,711 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3071627/ (32 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Staffing and Recruiting, Information Technology and Services - **Company Size:** 50% Mid-Market, 30% Small-Business #### What Are Recent G2 Reviews of SmartSearch? **"[SmartSearch does what we need!!](https://www.g2.com/survey_responses/smartsearch-review-7615251)"** **Rating:** 5.0/5.0 stars *— Dan F.* [Read full review](https://www.g2.com/survey_responses/smartsearch-review-7615251) --- **"[SEAMLESS transition from a cumberson legacy ATS to a very functional and user friendly new platform.](https://www.g2.com/survey_responses/smartsearch-review-7616138)"** **Rating:** 5.0/5.0 stars *— David H.* [Read full review](https://www.g2.com/survey_responses/smartsearch-review-7616138) --- #### What Are G2 Users Discussing About SmartSearch? - [What is SmartSearch used for?](https://www.g2.com/discussions/what-is-smartsearch-used-for) ### 4. [SugarCRM](https://www.g2.com/products/sugarcrm-sugarcrm/reviews) SugarAI is an AI-native CRM platform built for B2B sales, marketing, and service teams that need more than a system of record — they need a system of action. Designed for precision selling, SugarAI transforms raw customer and prospect data into clear, guided next steps, so sellers always know where to focus, who to engage, and what to do next. At the heart of the platform is AI that works continuously in the background — surfacing high-value opportunities, flagging pipeline risks before deals slip, and pulling together the right account context before every customer conversation. Rather than adding dashboards and complexity, SugarAI simplifies the selling experience: reps spend less time searching for information and more time closing business. SugarAI is purpose-built for account-based industries with complex sales cycles, large product catalogs, and long-term customer relationships — including wholesale distribution, manufacturing, and professional services. Its deep integration with ERP systems means sales teams get a complete picture of each account, combining transactional back-office data with CRM intelligence to spot churn risks, reorder opportunities, and buying pattern changes that would otherwise go unnoticed. For sales managers, SugarAI makes coaching easier by surfacing where deals are stalled and which reps need support — turning pipeline reviews into targeted, actionable conversations. For revenue operations teams, its no-code and low-code workflow configuration, combined with seamless integration across modern and legacy systems, means faster time to value and lower total cost of ownership. Named a Leader in Sales Force Automation by Nucleus Research for 2026 and trusted by more than 4,000 companies across 120+ countries, SugarAI is backed by a community of over one million users. Customers consistently report significant improvements in sales productivity, forecast accuracy, pipeline growth, and customer retention after adopting the platform. Whether you're evaluating AI-powered CRM software, sales automation tools, revenue intelligence platforms, or looking to replace a legacy CRM with something that actually drives results — SugarAI delivers intelligence that turns signals into action, at every stage of the customer lifecycle. **Average Rating:** 4.3/5.0 **Total Reviews:** 6 **Who Is the Company Behind SugarCRM?** - **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai) - **Year Founded:** 2004 - **HQ Location:** Cupertino, CA - **LinkedIn® Page:** https://www.linkedin.com/company/17345/ (570 employees on LinkedIn®) - **Phone:** +1 (408) 454-6900 **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market #### What Are Recent G2 Reviews of SugarCRM? **"[Highly Customizable CRM with Robust AI Analytics](https://www.g2.com/survey_responses/sugarcrm-review-12773921)"** **Rating:** 4.5/5.0 stars *— Aakanksha S.* [Read full review](https://www.g2.com/survey_responses/sugarcrm-review-12773921) --- **"[Powerful SugarBPM Workflows and Surprisingly Accurate Sugar Predict 2.0 Scoring](https://www.g2.com/survey_responses/sugarcrm-review-12383164)"** **Rating:** 4.0/5.0 stars *— Priyeta s.* [Read full review](https://www.g2.com/survey_responses/sugarcrm-review-12383164) --- ### 5. [SYDLE ONE](https://www.g2.com/products/sydle-one/reviews) SYDLE ONE is an all-in-one corporate digital platform that provides several solutions in one place, allowing you to keep up with the digital transformation. The platform provides you with native and seamlessly integrated solutions, flexible architecture to connect other corporate systems and applications, and many extra resources to enrich your users’ experience. Take a look at a few SYDLE ONE solutions available in different plans: · BPM: business process automation and workflows. · ECM: centralized data and complete content and document management. · Analytics: real-time business indicators. · CRM: 360-degree customer relationship management. · Service Desk: complete management of your tickets and customer service. · Service Portal: next-level self-service and relationship portals. · SYBOX: solutions for shared services, such as HR, procurement, finance, and more. · E-commerce: an online sales platform with integrated front-end and back-end. · Billing: billing management, with pricing, invoicing, collecting, and more. Learn more at www.sydle.com. **Average Rating:** 4.4/5.0 **Total Reviews:** 9 **How Do G2 Users Rate SYDLE ONE?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 5.0/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 5.0/10 (Category avg: 8.6/10) **Who Is the Company Behind SYDLE ONE?** - **Seller:** [SYDLE](https://www.g2.com/sellers/sydle) - **HQ Location:** Global, OO - **LinkedIn® Page:** https://www.linkedin.com/company/562384 (295 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 60% Mid-Market, 40% Small-Business #### What Are SYDLE ONE's Pros and Cons? **Pros:** - Centralized Management (1 reviews) - Configuration Ease (1 reviews) - Customizability (1 reviews) - Customization (1 reviews) - Deployment Ease (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Integration Issues (1 reviews) - Lack of Guidance (1 reviews) - Lack of Tutorials (1 reviews) - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About SYDLE ONE? *AI-generated summary from verified user reviews* **Pros:** - Users value the **centralized management** of SYDLE ONE, as it simplifies workflows and enhances efficiency across processes. - Users appreciate the **configuration ease** of SYDLE ONE, allowing for simple adjustments and streamlined workflow management. - Users value the **customizability** of SYDLE ONE, enabling effortless adaptation of workflows to various business needs. - Users value the **customization options** in SYDLE ONE, enabling tailored workflows that enhance efficiency and adaptability. - Users value the **deployment ease** of SYDLE ONE, appreciating its intuitive onboarding and flexible workflow management. **Cons:** - Users find the **difficult learning curve** of SYDLE ONE challenging, wishing for better onboarding and documentation support. - Users struggle with **integration issues** , finding it challenging to navigate advanced workflows and configurations without better guidance. - Users find the **lack of guidance** challenging, needing better onboarding and documentation for a smoother start with SYDLE ONE. - Users note a significant **lack of tutorials** , making it hard for beginners to navigate SYDLE ONE effectively. - Users struggle with the **learning curve** of SYDLE ONE, finding it difficult to master features and configurations. #### What Are Recent G2 Reviews of SYDLE ONE? **"[All-in-One Low-Code Platform That Streamlines Workflow Automation](https://www.g2.com/survey_responses/sydle-one-review-12933204)"** **Rating:** 4.0/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/sydle-one-review-12933204) --- **"[SYDLE ONE, pretty interface, useful tools and a great CRM project.](https://www.g2.com/survey_responses/sydle-one-review-11039188)"** **Rating:** 5.0/5.0 stars *— Dafne M.* [Read full review](https://www.g2.com/survey_responses/sydle-one-review-11039188) --- #### What Are G2 Users Discussing About SYDLE ONE? - [What is SYDLE ONE used for?](https://www.g2.com/discussions/what-is-sydle-one-used-for) ### 6. [Acsellerate](https://www.g2.com/products/acsellerate/reviews) Acsellerate® is a leading sales intelligence and CRM solution for small business that integrates business data helping you quickly and easily understand your customers and turn those insights into tangible results. Sales Intelligence & CRM Features: • Integrated CRM • Mobile CRM • Profitability Manager • Reporting & Analytics • Purchasing Intelligence • Graphical Dashboards **Average Rating:** 4.2/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Acsellerate?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Acsellerate?** - **Seller:** [ECI Software Solutions](https://www.g2.com/sellers/eci-software-solutions-9e86cb19-2c01-4708-a6d8-ce055f0aff6d) - **Year Founded:** 1999 - **HQ Location:** Westlake, US - **Twitter:** @ECISolutions (1,641 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/eci-software--solutions/ (1,662 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 80% Small-Business, 20% Mid-Market #### What Are Acsellerate's Pros and Cons? **Pros:** - User-Friendly (2 reviews) - Customer Support (1 reviews) - Reporting (1 reviews) **Cons:** - Slow Loading (2 reviews) - Performance Issues (1 reviews) ### What Do G2 Reviewers Say About Acsellerate? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Acsellerate, making sales tracking and forecasting effortless and efficient. - Users praise Acsellerate for its **highly effective customer support** , enhancing their overall experience with the product. - Users value the **easy-to-use interface and powerful analytics** of Acsellerate for effortless sales tracking and forecasting. **Cons:** - Users experience **occasional lag in loading** reports, which can slightly hinder their workflow efficiency. - Users experience **occasional lag in loading reports** , which can slightly hinder their workflow efficiency. #### What Are Recent G2 Reviews of Acsellerate? **"[Great CRM tool and very much organized](https://www.g2.com/survey_responses/acsellerate-review-8482611)"** **Rating:** 4.0/5.0 stars *— Amar K.* [Read full review](https://www.g2.com/survey_responses/acsellerate-review-8482611) --- **"[Fabolous, of great help](https://www.g2.com/survey_responses/acsellerate-review-11026924)"** **Rating:** 5.0/5.0 stars *— Ashwin P.* [Read full review](https://www.g2.com/survey_responses/acsellerate-review-11026924) --- #### What Are G2 Users Discussing About Acsellerate? - [What is Acsellerate used for?](https://www.g2.com/discussions/what-is-acsellerate-used-for) - 1 comment ### 7. [AuroCRM](https://www.g2.com/products/aurocrm/reviews) AuroCRM is a leading CRM software that helps businesses in many ways. It's help business to make business decisions easily with features like 360-degree view customer insight, helps integrating sales, marketing, and social channels, realtime reporting, and many more features. Our custom CRM Software is designed to meet business requirements and helps businesses to manage and analyze customer data easily. Visit our website to get a free AuroCRM trial! **Average Rating:** 3.8/5.0 **Total Reviews:** 5 **How Do G2 Users Rate AuroCRM?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind AuroCRM?** - **Seller:** [Mike Rose](https://www.g2.com/sellers/mike-rose) - **HQ Location:** Plano, US - **LinkedIn® Page:** https://www.linkedin.com/company/auro-crm (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 40% Small-Business, 40% Mid-Market #### What Are AuroCRM's Pros and Cons? **Pros:** - Customer Management (1 reviews) - Seamless Integration (1 reviews) **Cons:** - Limited Features (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About AuroCRM? *AI-generated summary from verified user reviews* **Pros:** - Users value AuroCRM for its **centralized customer data** that enhances insights and tracks interactions effectively. - Users value the **seamless integration** of AuroCRM, which enhances customer insights and interaction tracking effortlessly. **Cons:** - Users find AuroCRM has **limited features** compared to other CRM solutions, often needing extra customization for desired tools. - Users note the **limited advanced features** in AuroCRM compared to competitors, affecting overall functionality and user experience. #### What Are Recent G2 Reviews of AuroCRM? **"[Perfect for new business](https://www.g2.com/survey_responses/aurocrm-review-8201117)"** **Rating:** 5.0/5.0 stars *— Aakash T.* [Read full review](https://www.g2.com/survey_responses/aurocrm-review-8201117) --- **"[Key Features of AuroCRM:](https://www.g2.com/survey_responses/aurocrm-review-10722723)"** **Rating:** 5.0/5.0 stars *— Verified User in Consumer Services* [Read full review](https://www.g2.com/survey_responses/aurocrm-review-10722723) --- #### What Are G2 Users Discussing About AuroCRM? - [What is Auro CRM used for?](https://www.g2.com/discussions/what-is-auro-crm-used-for) ### 8. [BizPlus CRM](https://www.g2.com/products/bizplus-crm/reviews) BizPlus CRM offers webbased and desktop based versions designed to cater from one to multiuser base. **Average Rating:** 3.7/5.0 **Total Reviews:** 5 **How Do G2 Users Rate BizPlus CRM?** - **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 6.7/10 (Category avg: 8.6/10) **Who Is the Company Behind BizPlus CRM?** - **Seller:** [Landmark Techedge Pvt Ltd](https://www.g2.com/sellers/landmark-techedge-pvt-ltd) - **Year Founded:** 2003 - **HQ Location:** Pune, IN - **Twitter:** @LandmarkTechs (9 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/landmark-techedge-pvt-ltd/ (89 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 33% Small-Business #### What Are Recent G2 Reviews of BizPlus CRM? **"[BizPlus CRM is here for you](https://www.g2.com/survey_responses/bizplus-crm-review-5342702)"** **Rating:** 5.0/5.0 stars *— Ardalangki L.* [Read full review](https://www.g2.com/survey_responses/bizplus-crm-review-5342702) --- **"[Flexible cloud based CRM application for company employees](https://www.g2.com/survey_responses/bizplus-crm-review-6760347)"** **Rating:** 4.0/5.0 stars *— Nitin S.* [Read full review](https://www.g2.com/survey_responses/bizplus-crm-review-6760347) --- #### What Are G2 Users Discussing About BizPlus CRM? - [What is BizPlus CRM used for?](https://www.g2.com/discussions/what-is-bizplus-crm-used-for) ### 9. [Boostr](https://www.g2.com/products/boostr/reviews) With boostr you can choose from our CRM and OMS products or follow the industry leaders who use the power of both together - the only end-to-end platform built specifically for the media industry. **Average Rating:** 4.1/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Boostr?** - **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 Boostr?** - **Seller:** [Boostr](https://www.g2.com/sellers/boostr) - **Year Founded:** 2015 - **HQ Location:** New York, US - **Twitter:** @boostrcrm (121 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/boostr-inc (81 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 60% Mid-Market, 20% Small-Business #### What Are Boostr's Pros and Cons? **Pros:** - Ease of Use (1 reviews) **Cons:** - Implementation Difficulty (1 reviews) ### What Do G2 Reviewers Say About Boostr? *AI-generated summary from verified user reviews* **Pros:** - Users benefit from the **ease of use** in Boostr, simplifying media planning and forecasting processes for planners and sales. **Cons:** - Users find **implementation difficult** with Boostr, especially when editing changes to integrate with GAM. #### What Are Recent G2 Reviews of Boostr? **"[A bit tedious, but good to see activity across the company.](https://www.g2.com/survey_responses/boostr-review-8181007)"** **Rating:** 4.0/5.0 stars *— Taylor H.* [Read full review](https://www.g2.com/survey_responses/boostr-review-8181007) --- **"[Helps keep a sales guy organized!](https://www.g2.com/survey_responses/boostr-review-9884068)"** **Rating:** 5.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/boostr-review-9884068) --- ### 10. [ClearCRM](https://www.g2.com/products/clearcrm/reviews) ClearCRM – All-in-One CRM to Grow, Manage, and Get Paid Faster ClearCRM is built for small teams looking to simplify operations. One login. One platform. Total control. Key Features: CRM & Sales – Visual pipelines, automated follow-ups, activity tracking Projects – Kanban boards, task management, recurring workflows Billing – Branded invoices, subscriptions, multi-currency support Marketing – Email automation, landing pages, lead capture Support – Live chat, ticketing, and knowledge base Collaboration – Shared notes, real-time tracking, file storage **Average Rating:** 5.0/5.0 **Total Reviews:** 5 **How Do G2 Users Rate ClearCRM?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 6.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind ClearCRM?** - **Seller:** [ClearCRM](https://www.g2.com/sellers/clearcrm-34f41d53-d72c-46a9-9eb7-94b347ca24b6) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/clearcrm (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are ClearCRM's Pros and Cons? **Pros:** - Customer Support (4 reviews) - Intuitive (3 reviews) - Ease of Use (2 reviews) - Efficiency (2 reviews) - Intuitive Interface (2 reviews) **Cons:** - Missing Features (3 reviews) - Filter Issues (1 reviews) - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About ClearCRM? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **excellent customer support** provided by ClearCRM, enhancing their overall experience and productivity. - Users appreciate the **intuitive interface** of ClearCRM, enabling efficient navigation and streamlined processes for all users. - Users love the **ease of use** of ClearCRM, making it simple for teams to stay organized and productive. - Users laud the **efficiency** of ClearCRM, benefiting from its intuitive design and powerful AI tools for productivity. - Users love the **intuitive interface** of ClearCRM, making navigation effortless and onboarding quick for all team members. **Cons:** - Users note the **missing features** in ClearCRM, such as regional settings and advanced customization options. - Users find **filter issues** hinder usability, as custom sorting and filters are currently lacking in ClearCRM. - Users find ClearCRM's **limited customization** frustrating, particularly regarding regional settings and the need for advanced features. #### What Are Recent G2 Reviews of ClearCRM? **"[A Solid Foundation with Clear Potential for Consultants and SMEs](https://www.g2.com/survey_responses/clearcrm-review-11702058)"** **Rating:** 5.0/5.0 stars *— Álmos D.* [Read full review](https://www.g2.com/survey_responses/clearcrm-review-11702058) --- **"[Everything you need with great support to match!](https://www.g2.com/survey_responses/clearcrm-review-11831122)"** **Rating:** 5.0/5.0 stars *— Twyla E.* [Read full review](https://www.g2.com/survey_responses/clearcrm-review-11831122) --- ### 11. [CloudNet360](https://www.g2.com/products/cloudnet360/reviews) CloudNet360 offers sales automation and small business CRM solutions. **Average Rating:** 4.0/5.0 **Total Reviews:** 5 **How Do G2 Users Rate CloudNet360?** - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind CloudNet360?** - **Seller:** [Cloudnet360](https://www.g2.com/sellers/cloudnet360) - **Year Founded:** 2006 - **HQ Location:** Mundelein, US - **LinkedIn® Page:** http://www.linkedin.com/company/cloudnet360 (5 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 60% Small-Business, 40% Mid-Market #### What Are CloudNet360's Pros and Cons? **Pros:** - Features (2 reviews) - Automation (1 reviews) - Automation Features (1 reviews) - Case Management (1 reviews) - Customer Support (1 reviews) **Cons:** - Limited Customization (2 reviews) - Slow Loading (2 reviews) - Limited Language Support (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About CloudNet360? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **comprehensive management features** of CloudNet360 for streamlining property and guest operations effectively. - Users appreciate the **automation features** of CloudNet360, enhancing sales and simplifying customer relationship management. - Users appreciate the **automation features** of CloudNet360, enhancing sales and simplifying customer relationship management effectively. - Users appreciate the **complete solution for managing properties and guest operations** that enhances their efficiency. - Users praise the **responsive customer support** of CloudNet360, enhancing their overall experience and satisfaction with the product. **Cons:** - Users find the **limited customization** options of CloudNet360 to be the least helpful aspect of the product. - Users often complain about the **slow loading** times of CloudNet360, leading to frustrating experiences and limitations. - Users face challenges due to **limited language support** , resulting in difficulties with navigation and overall usability. - Users experience **slow performance** with CloudNet360, hindering their overall satisfaction and productivity while using the product. #### What Are Recent G2 Reviews of CloudNet360? **"[It provides a user-friendly and secure solution](https://www.g2.com/survey_responses/cloudnet360-review-10768431)"** **Rating:** 4.0/5.0 stars *— Riteesha S.* [Read full review](https://www.g2.com/survey_responses/cloudnet360-review-10768431) --- **"[review for cloudnet360](https://www.g2.com/survey_responses/cloudnet360-review-10734504)"** **Rating:** 5.0/5.0 stars *— Parul B.* [Read full review](https://www.g2.com/survey_responses/cloudnet360-review-10734504) --- #### What Are G2 Users Discussing About CloudNet360? - [What is CloudNet360 used for?](https://www.g2.com/discussions/what-is-cloudnet360-used-for) ### 12. [DejaOffice PC CRM](https://www.g2.com/products/companionlink-software-inc-dejaoffice-pc-crm/reviews) On-Premise, Local and Secure CRM that has an Outlook Plug-in and the ability to sync with all mobile devices. Manage your Contact database with fast searches, Local Backups, Customer History, Time/Dated Notes, and Colored Categories. A multi-User calendar makes it easy to schedule your team for Appointments and Tasks. Deals (Opportunities) and Expenses, Reports, Templates for Email and Documents. Whether you need a secure contact database for your laptop or a full-featured CRM for 20 people, DejaOffice provides a simple solution for your business. One-time purchase. DejaOffice is the price leader in PC-based CRM technology. **Average Rating:** 5.0/5.0 **Total Reviews:** 5 **How Do G2 Users Rate DejaOffice PC CRM?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind DejaOffice PC CRM?** - **Seller:** [CompanionLink Software](https://www.g2.com/sellers/companionlink-software) - **Year Founded:** 1987 - **HQ Location:** Portland, US - **Twitter:** @companionlink (669 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/40776975 (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of DejaOffice PC CRM? **"[Best phone to PC CRM personal and business organiser](https://www.g2.com/survey_responses/dejaoffice-pc-crm-review-5335322)"** **Rating:** 5.0/5.0 stars *— Isaac L.* [Read full review](https://www.g2.com/survey_responses/dejaoffice-pc-crm-review-5335322) --- **"[Exceptional Support & Covers all my Needs.](https://www.g2.com/survey_responses/dejaoffice-pc-crm-review-8395891)"** **Rating:** 5.0/5.0 stars *— Hilda P.* [Read full review](https://www.g2.com/survey_responses/dejaoffice-pc-crm-review-8395891) --- #### What Are G2 Users Discussing About DejaOffice PC CRM? - [What is DejaOffice PC CRM used for?](https://www.g2.com/discussions/what-is-dejaoffice-pc-crm-used-for) ### 13. [Groweon CRM](https://www.g2.com/products/groweon-crm/reviews) Groweon CRM is a fully AI Powered, ISO/IEC 27001:2022 & ISO/IEC 27701:2019 certified solution designed for sales and operations teams. It streamlines complex business processes through automation and offers a fully integrated business ecosystem. By boosting team efficiency and enhancing customer satisfaction, it drives scalable and secure growth. **Average Rating:** 4.4/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Groweon CRM?** - **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 Groweon CRM?** - **Seller:** [Groweon](https://www.g2.com/sellers/groweon) - **Year Founded:** 2023 - **HQ Location:** Noida, IN - **LinkedIn® Page:** https://www.linkedin.com/company/groweon-digital-private-limited (21 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Groweon CRM's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Lead Management (3 reviews) - Simple (3 reviews) - Simplicity (3 reviews) - Dashboard Usability (2 reviews) **Cons:** - Integration Issues (2 reviews) - Limited Integrations (2 reviews) - Missing Features (2 reviews) - Complex Reporting (1 reviews) - Expensive (1 reviews) ### What Do G2 Reviewers Say About Groweon CRM? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Groweon CRM, simplifying lead management with an intuitive interface and fast setup. - Users appreciate the **user-friendly lead management** in Groweon CRM, simplifying workflows and improving team efficiency. - Users love the **simple and intuitive interface** of Groweon CRM, making lead management and adoption effortless. - Users appreciate the **simplicity** of Groweon CRM, making lead management and adoption effortless for sales teams. - Users praise the **dashboard usability** of Groweon CRM, finding it simple and efficient for managing leads effectively. **Cons:** - Users note that **integration issues** arise due to limited out-of-the-box options, requiring custom solutions for better functionality. - Users find the **limited integrations** of Groweon CRM to be a drawback, requiring additional custom solutions. - Users desire more options in the app and **advanced reporting features** for a better CRM experience. - Users feel the **complex reporting** limits their analysis capabilities, despite support for custom API integrations. - Users feel the pricing is **too high** for the features offered by Groweon CRM, suggesting a need for lower costs. #### What Are Recent G2 Reviews of Groweon CRM? **"[User friendly. And I can manage all](https://www.g2.com/survey_responses/groweon-crm-review-12381628)"** **Rating:** 4.5/5.0 stars *— Pinky S.* [Read full review](https://www.g2.com/survey_responses/groweon-crm-review-12381628) --- **"[Simple, Easy-to-Use & Built-in WhatsApp](https://www.g2.com/survey_responses/groweon-crm-review-12169671)"** **Rating:** 4.5/5.0 stars *— tony .* [Read full review](https://www.g2.com/survey_responses/groweon-crm-review-12169671) --- ### 14. [K3X](https://www.g2.com/products/k3x/reviews) K3X is an AI-native CRM built for small teams that want their sales system to run itself. Instead of building rules in a rigid workflow editor, you describe what you want in plain language and AI agents do the work end to end: capturing leads, qualifying them, logging every interaction, and following up at exactly the right moment. Most CRMs were designed to give managers visibility, not to help reps sell. Sales teams lose hours every week to manual data entry, field updates, and admin instead of closing. K3X removes that tax. The system captures activity automatically and acts on it, so a follow-up goes out the second a new lead arrives, no task gets forgotten, and no deal slips through the cracks. K3X is purpose-built for businesses with 1 to 9 employees that need real sales infrastructure without hiring a RevOps team. The five-figure RevOps stack of consultants, integrations, and custom automations is replaced by agents you set up with a prompt. Pricing is $20 per seat per month, with no implementation fees and no lengthy onboarding. Key capabilities: - Prompt-driven AI agents that run workflows without manual building - Automatic contact and activity capture that keeps your CRM data clean - AI lead qualification and routing with no manual review - Personalized follow-up triggered automatically by lead behavior - Pipeline and deal management with AI-recommended next steps - Native email and calendar integration Traditional CRMs follow sequences. K3X pursues outcomes. Where legacy CRM software records what already happened, K3X decides what should happen next and carries it out. For founders and lean sales teams who care about response speed, follow-up consistency, and a tool that works without constant upkeep, K3X delivers enterprise-grade sales automation at a price built for small business. **Average Rating:** 5.0/5.0 **Total Reviews:** 5 **How Do G2 Users Rate K3X?** - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind K3X?** - **Seller:** [K3X](https://www.g2.com/sellers/k3x) - **Company Website:** https://k3x.ai - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of K3X? **"[K3X Simplifies Sales Tracking for Small Teams—Everything in One Place](https://www.g2.com/survey_responses/k3x-review-13088708)"** **Rating:** 5.0/5.0 stars *— Yilma Z.* [Read full review](https://www.g2.com/survey_responses/k3x-review-13088708) --- **"[The first CRM our team actually enjoys using](https://www.g2.com/survey_responses/k3x-review-13058620)"** **Rating:** 5.0/5.0 stars *— Roman L.* [Read full review](https://www.g2.com/survey_responses/k3x-review-13058620) --- ### 15. [Kinabase](https://www.g2.com/products/kinabase/reviews) Kinabase is a smarter way to manage your business information, processes and more, trusted by high-growth teams. Manage complexity, simply From companies and contacts, to processes, sales orders and infrastructure, Kinabase lets you keep track of what’s happening across your organization. Improve speed and efficiency Get the information you need at your fingertips. Improve efficiency, reduce risk, and find the information you need faster. Consolidate multiple data tools into one easy-to-use system. Gain the power of flexibility Kinabase has a unique and intelligent data structure, that allows you to move at the speed of thought. Without the rigidity of traditional CRM and ERP systems. From people, to processes, to perfection - Kinabase can easily be configured to manage the information that matters to you. Adaptable and effective for a wide variety of purposes, everything from manufacturing, to recruitment, to consultancy. Get started today for free at kinabase.com **Average Rating:** 4.7/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Kinabase?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Kinabase?** - **Seller:** [Cambridge Kinetics Ltd](https://www.g2.com/sellers/cambridge-kinetics-ltd) - **HQ Location:** Cambridge, GB - **Twitter:** @kinabase (461 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kinabase/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 80% Small-Business, 20% Mid-Market #### What Are Kinabase's Pros and Cons? **Pros:** - Collaborative Efforts (1 reviews) - Customer Management (1 reviews) - Customer Support (1 reviews) - Ease of Use (1 reviews) - Easy Setup (1 reviews) **Cons:** - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Kinabase? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **collaborative efforts** of Kinabase, effectively organizing projects and improving team communication. - Users value the **customer management capabilities** of Kinabase for effectively organizing projects and tracking progress. - Users commend Kinabase for its **exceptional customer support** , highlighted by their proactive approach and tailored solutions. - Users value the **ease of use** in Kinabase, facilitating quick design and implementation of bespoke solutions. - Users value the **easy setup** of Kinabase, resulting in quick implementation and enhanced flexibility for clients. **Cons:** - Users experience a **steep learning curve** with Kinabase, requiring time and effort for initial setup despite its powerful features. #### What Are Recent G2 Reviews of Kinabase? **"[If you are unhappy with your back office or management system. Kinebase can solve it for you!](https://www.g2.com/survey_responses/kinabase-review-10963486)"** **Rating:** 4.5/5.0 stars *— Offset F.* [Read full review](https://www.g2.com/survey_responses/kinabase-review-10963486) --- **"[Game-changing Bespoke ERP Solutions](https://www.g2.com/survey_responses/kinabase-review-11023109)"** **Rating:** 5.0/5.0 stars *— Adam S.* [Read full review](https://www.g2.com/survey_responses/kinabase-review-11023109) --- ### 16. [MiloCRM](https://www.g2.com/products/milocrm/reviews) The cutting-edge solution for managing marketing strategies and customer relations. **Average Rating:** 4.3/5.0 **Total Reviews:** 5 **How Do G2 Users Rate MiloCRM?** - **Workflow Capability:** 7.7/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.7/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind MiloCRM?** - **Seller:** [Milocrml](https://www.g2.com/sellers/milocrml) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 40% Small-Business, 40% Mid-Market #### What Are Recent G2 Reviews of MiloCRM? **"[Website forms and social interactions](https://www.g2.com/survey_responses/milocrm-review-10016701)"** **Rating:** 4.5/5.0 stars *— Lexaviere F.* [Read full review](https://www.g2.com/survey_responses/milocrm-review-10016701) --- **"[Overview of the customer life cycle](https://www.g2.com/survey_responses/milocrm-review-9953562)"** **Rating:** 4.0/5.0 stars *— BOONLERT S.* [Read full review](https://www.g2.com/survey_responses/milocrm-review-9953562) --- ### 17. [NinjaPipe](https://www.g2.com/products/ninjapipe/reviews) - Elevate your sales game with NinjaPipe - the ultimate CRM and sales automation tool to revolutionize your lead management and client engagement. - Seamlessly track and nurture leads on your dynamic and fully customizable dashboard, ensuring you never miss a chance to close that crucial deal. Effortlessly automate follow-ups and tasks, guiding leads through the sales funnel for maximum conversions. - Empower your team with an intuitive, visual sales process that promotes seamless collaboration. With NinjaPipe, your team will conquer sales targets with ZERO learning curve, allowing them to focus on what truly matters - delivering exceptional customer experiences. - Stand out from the competition by automating repetitive tasks and reclaiming valuable time to invest in meaningful sales interactions and customer relationships. Key Features: - Personalized Dashboard: Customize your dashboard to suit your unique sales workflow, making lead management a breeze. - Automated Follow-ups: Engage leads consistently and efficiently through automated follow-ups, boosting conversion rates. - Team Collaboration: Foster teamwork and streamline communication to accelerate sales cycles and drive results. - Sales Visualization: Gain real-time insights into your sales pipeline, enabling data-driven decisions for success. - Time-Saving Automation: Free your team from repetitive tasks, allowing them to focus on closing deals and delighting customers. - Join thousands of satisfied users who have transformed their sales processes with NinjaPipe. Download now to supercharge your sales and cultivate customer loyalty like never before! **Average Rating:** 4.5/5.0 **Total Reviews:** 5 **How Do G2 Users Rate NinjaPipe?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.4/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind NinjaPipe?** - **Seller:** [NinjaPipe](https://www.g2.com/sellers/ninjapipe) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are NinjaPipe's Pros and Cons? **Pros:** - Customer Support (2 reviews) - Customizability (2 reviews) - Helpful (2 reviews) - Integration (2 reviews) - Affordable (1 reviews) **Cons:** - CRM Issues (1 reviews) - Difficult Navigation (1 reviews) - Email Functionality (1 reviews) - Email Issues (1 reviews) - Expertise Required (1 reviews) ### What Do G2 Reviewers Say About NinjaPipe? *AI-generated summary from verified user reviews* **Pros:** - Users value the **attentive customer support** of NinjaPipe, which is always ready to assist with inquiries. - Users value the **extensive customization options** of NinjaPipe, allowing adaptation to specific business needs seamlessly. - Users love the **effortless integration** of NinjaPipe into existing workflows, enhancing productivity and user experience. - Users value the **seamless integration** of NinjaPipe, enhancing workflows and CRM functionality effortlessly. - Users find NinjaPipe to be **affordable** , providing valuable CRM and automation tools for businesses of all sizes. **Cons:** - Users note that **email tracking is not fully developed** , making it challenging to access detailed communication logs. - Users find **difficult navigation** in NinjaPipe, needing to explore for specific details like communication logs. - Users feel the **email functionality lacks depth** , desiring better tracking and direct access to communication logs. - Users find that **email tracking isn't fully fleshed out** , impacting the convenience of accessing message records in the CRM. - Users find the **expertise required** for NinjaPipe's API capabilities limits its overall accessibility and ease of use. #### What Are Recent G2 Reviews of NinjaPipe? **"[Easy to Use, Budget-Friendly, and Quick Support](https://www.g2.com/survey_responses/ninjapipe-review-12707804)"** **Rating:** 4.0/5.0 stars *— Betty H.* [Read full review](https://www.g2.com/survey_responses/ninjapipe-review-12707804) --- **"[Streamlined CRM and Workflow Automation](https://www.g2.com/survey_responses/ninjapipe-review-11510477)"** **Rating:** 4.0/5.0 stars *— Mark D.* [Read full review](https://www.g2.com/survey_responses/ninjapipe-review-11510477) --- ### 18. [Onpipeline](https://www.g2.com/products/onpipeline/reviews) Onpipeline is a CRM that takes you from lead to invoice, bringing every step into one platform with no feature limits, no steep learning curve, and AI-ready support built in. \> It is GDPR and HIPAA compliant. This solution provides an intuitive interface that empowers sales teams to efficiently manage contacts, track deals, and automate various tasks, ultimately improving productivity and customer engagement. The platform is tailored for businesses that require a robust yet user-friendly CRM system to manage their sales operations. Onpipeline is particularly beneficial for sales teams looking to enhance their workflow, as it offers a range of features that cater to diverse sales processes. Users can customize their sales pipelines to reflect their unique business needs, allowing for a more personalized approach to deal management. Additionally, the platform supports seamless integration with other business tools through APIs, ensuring that users can connect their existing systems with ease. The platform also offers automation capabilities, which help reduce manual tasks and free up time for sales teams to focus on high-priority activities. Centralized communication tools facilitate collaboration among team members, while activity scheduling features enable users to manage their time effectively. The inclusion of robust reporting and analytics tools allows users to monitor performance, assess team productivity, and generate valuable sales forecasts. Onpipeline's functionality extends to lead management, enabling users to capture and manage leads from multiple sources through web forms and web services. The platform also includes features for appointment scheduling, allowing customers to book meetings and calls directly, which can save time and streamline the sales process. Furthermore, users can create and manage quotes with ease, incorporating elements such as manager approval, stock control, client e-signatures, and customizable templates to enhance the sales experience. Overall, Onpipeline stands out in the CRM category by providing a comprehensive suite of tools that cater to the specific needs of small to midsize businesses. Its focus on automation, customization, and collaboration ensures that sales teams can work more efficiently and effectively, ultimately leading to improved customer relationships and increased sales performance. **Average Rating:** 4.4/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Onpipeline?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.3/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Onpipeline?** - **Seller:** [Onpipeline](https://www.g2.com/sellers/onpipeline) - **Year Founded:** 2018 - **HQ Location:** Dublin, IE - **LinkedIn® Page:** https://www.linkedin.com/company/onpipeline/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 80% Small-Business, 20% Enterprise #### What Are Onpipeline's Pros and Cons? **Pros:** - Customer Management (1 reviews) - Lead Management (1 reviews) - Simplicity (1 reviews) - User-Friendly (1 reviews) **Cons:** - Missing Features (1 reviews) - Not User-Friendly (1 reviews) ### What Do G2 Reviewers Say About Onpipeline? *AI-generated summary from verified user reviews* **Pros:** - Users value the **effective customer interaction tracking** , enabling seamless follow-ups by sales representatives. - Users value the **lead tracking capabilities** of Onpipeline, enhancing follow-up and customer interaction management. - Users appreciate the **simplicity** of Onpipeline, finding it clean, straightforward, and easy to navigate. - Users find Onpipeline to be **simple and user-friendly** , making their CRM experience clean and efficient. **Cons:** - Users express dissatisfaction with the **missing features** , particularly the lack of easy quote-to-invoice conversion and mobile app support. - Users find Onpipeline **not user-friendly** , particularly lacking simple invoice conversion and mobile application support. #### What Are Recent G2 Reviews of Onpipeline? **"[Intuitive and easy to use](https://www.g2.com/survey_responses/onpipeline-review-10860478)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/onpipeline-review-10860478) --- **"[It is quite an intuitive software.](https://www.g2.com/survey_responses/onpipeline-review-10861532)"** **Rating:** 4.5/5.0 stars *— Jaime M.* [Read full review](https://www.g2.com/survey_responses/onpipeline-review-10861532) --- ### 19. [PipelinePRO](https://www.g2.com/products/pipelinepro/reviews) The Ultimate "All-IN-ONE" Sales Pipeline Management & Marketing Automation Platform That Makes ALL Others Obsolete. And We Can Prove It! **Average Rating:** 2.1/5.0 **Total Reviews:** 5 **How Do G2 Users Rate PipelinePRO?** - **Has the product been a good partner in doing business?:** 2.5/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 6.1/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind PipelinePRO?** - **Seller:** [PipelinePRO](https://www.g2.com/sellers/pipelinepro) - **Year Founded:** 2020 - **HQ Location:** Miami, Florida, US - **LinkedIn® Page:** https://www.linkedin.com/company/pipeline-pro/about/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of PipelinePRO? **"[Streamlining Sales and Improving Efficiency with PipelinePRO](https://www.g2.com/survey_responses/pipelinepro-review-12943314)"** **Rating:** 5.0/5.0 stars *— Verified User in Consumer Services* [Read full review](https://www.g2.com/survey_responses/pipelinepro-review-12943314) --- ### 20. [Reevo](https://www.g2.com/products/reevo/reviews) Go stackless with Reevo as your revenue operating system. Get everything in you want from a revenue and reporting platform all in one place for your GTM. **Average Rating:** 4.9/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Reevo?** - **Workflow Capability:** 10.0/10 (Category avg: 8.5/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Reevo?** - **Seller:** [Reevo](https://www.g2.com/sellers/reevo) - **Company Website:** https://reevo.ai - **Year Founded:** 2024 - **HQ Location:** Santa Clara, California, United States - **LinkedIn® Page:** https://www.linkedin.com/company/reevo-ai/ (57 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Reevo? **"[Next Level CRM - Meeting Notes + Opportunity Tracking with AI Summaries](https://www.g2.com/survey_responses/reevo-review-12634730)"** **Rating:** 5.0/5.0 stars *— Tim H.* [Read full review](https://www.g2.com/survey_responses/reevo-review-12634730) --- **"[Fast-Moving, AI-Powered CRM That Simplifies Our Stack](https://www.g2.com/survey_responses/reevo-review-12613107)"** **Rating:** 4.5/5.0 stars *— Oliver G.* [Read full review](https://www.g2.com/survey_responses/reevo-review-12613107) --- ### 21. [Salesdash CRM](https://www.g2.com/products/salesdash-crm/reviews) Salesdash CRM is a customer relationship management platform built specifically for freight brokers, freight agents, and logistics sales teams. The system provides tools to manage shipper and carrier relationships, track quoting activity, and organize follow-ups in a way that reflects how freight sales actually happen. Unlike generic CRM systems designed for multiple industries, Salesdash CRM is tailored to the workflows of transportation professionals. It helps users capture and manage shipper information, maintain visibility into carrier networks, and centralize communication around lanes and quotes. The platform supports the unique hierarchy structures common in logistics, including parent companies, divisions, and bill-to accounts, so users can easily see how organizations are connected. Key use cases include: New shipper development: track outreach, log calls and emails, and capture lane/quote requests so opportunities are not lost. Account management: schedule and complete follow-ups with existing customers to build long-term relationships. Carrier engagement: manage carrier activity, organize capacity by market and equipment type, and streamline matching for available freight. Quote management: record, organize, and analyze quote activity to provide ownership teams with insight into sales performance and opportunities. TMS integration: connect with transportation management systems to synchronize carriers, lanes, and load data. Salesdash CRM also includes productivity features designed for sales teams, such as daily task lists that highlight follow-ups, missed opportunities, and accounts without active tasks. Email integration allows users to send and receive messages directly within the CRM, while webhooks and API connectivity extend the platform into other logistics systems. The platform is used by small brokerage teams as well as larger logistics providers who need freight-specific visibility into their sales and account management activity. By capturing structured sales data such as quotes, lane history, and carrier capacity, Salesdash CRM helps companies improve shipper engagement, reduce turnover risk, and create a repeatable sales process that supports revenue growth. **Average Rating:** 4.6/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Salesdash CRM?** - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Salesdash CRM?** - **Seller:** [Salesdash CRM](https://www.g2.com/sellers/salesdash-crm) - **Year Founded:** 2020 - **HQ Location:** Nashville, US - **LinkedIn® Page:** https://www.linkedin.com/company/salesdashcrm (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 60% Small-Business, 40% Mid-Market #### What Are Salesdash CRM's Pros and Cons? **Pros:** - Lead Management (3 reviews) - Ease of Use (2 reviews) - Features (2 reviews) - Helpful (2 reviews) - Lead Generation (2 reviews) **Cons:** - CRM Issues (1 reviews) - Email Issues (1 reviews) - Layout Issues (1 reviews) - Limited Customization (1 reviews) - Poor Customer Support (1 reviews) ### What Do G2 Reviewers Say About Salesdash CRM? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **customization and tracking capabilities** of Salesdash CRM, enhancing engagement and sales team competitiveness. - Users find the **ease of use** in SalesDash CRM exceptional, allowing effortless tracking of contacts and leads. - Users appreciate the **intuitive user interface** of SalesDash CRM, making client and lead management effortless and effective. - Users value the **customization and reporting** features of Salesdash CRM, enhancing engagement and follow-up efficiency. - Users benefit from **targeted lead generation** in Salesdash CRM, enhancing engagement and tracking within their sales teams. **Cons:** - Users face **slow customer support** in Salesdash CRM, leading to frustrating delays in resolving issues. - Users note that the **email formatting issues** in Salesdash CRM detract from their professional communication experience. - Users find **layout issues** in emails from Salesdash CRM less visually appealing compared to Outlook, affecting their perception. - Users feel the **limited customization options** restrict flexibility in tailoring Salesdash CRM to their specific needs. - Users experience **poor customer support** with Salesdash CRM, leading to frustrations due to slow response times. #### What Are Recent G2 Reviews of Salesdash CRM? **"[Great product for freight brokerage, top notch customer service.](https://www.g2.com/survey_responses/salesdash-crm-review-11725329)"** **Rating:** 5.0/5.0 stars *— Verified User in Logistics and Supply Chain* [Read full review](https://www.g2.com/survey_responses/salesdash-crm-review-11725329) --- **"[The only CRM to use if you work in transportation/logistics - huge addition to our team](https://www.g2.com/survey_responses/salesdash-crm-review-11689355)"** **Rating:** 5.0/5.0 stars *— Mitchell S.* [Read full review](https://www.g2.com/survey_responses/salesdash-crm-review-11689355) --- ### 22. [Simvoly](https://www.g2.com/products/simvoly/reviews) Simvoly is an all-in-one platform that helps you build a website, funnel, online store, to accept appointments, and to build email marketing and automation flows. Simvoly is a 100% white label solution where anyone can have their own branded version of the "Do-it-yourself" platform with: - Their own custom domain - Fully with the partner's brand - Custom pricing plans - To create custom templates **Average Rating:** 4.4/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Simvoly?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) **Who Is the Company Behind Simvoly?** - **Seller:** [Simvoly](https://www.g2.com/sellers/simvoly) - **Year Founded:** 2016 - **HQ Location:** N/A - **Twitter:** @Simvoly_Builder (140 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/simvoly (10 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 88% Small-Business #### What Are Simvoly's Pros and Cons? **Pros:** - Customer Support (1 reviews) - Drag (1 reviews) - Drag-and-Drop Functionality (1 reviews) - Features (1 reviews) - Interface Ease (1 reviews) **Cons:** - Not User-Friendly (1 reviews) - Steep Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Simvoly? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **incredible customer support** from Simvoly, highlighting quick responses and helpful assistance. - Users love the **easy drag-and-drop functionality** of Simvoly, enabling quick and professional page creation for sales funnels. - Users praise the **drag-and-drop functionality** of Simvoly, making the creation of professional pages effortless and efficient. - Users rave about the **inclusive all-in-one platform** of Simvoly, complemented by exceptional customer service. - Users love the **intuitive and clean interface** of Simvoly, making sales funnel creation quick and enjoyable. **Cons:** - Users find the **dashboard overwhelming** and the outdated tutorials unhelpful, making the learning curve steep for beginners. - Users find a **steep learning curve** with Simvoly, struggling with inadequate tutorials and an overwhelming dashboard experience. #### What Are Recent G2 Reviews of Simvoly? **"[I María simvoly Is one of the best Saad for any digital business](https://www.g2.com/survey_responses/simvoly-review-7856536)"** **Rating:** 5.0/5.0 stars *— Maria T.* [Read full review](https://www.g2.com/survey_responses/simvoly-review-7856536) --- **"[I literally contact them most days and they respond in minutes!](https://www.g2.com/survey_responses/simvoly-review-8348451)"** **Rating:** 5.0/5.0 stars *— María Adriana H.* [Read full review](https://www.g2.com/survey_responses/simvoly-review-8348451) --- #### What Are G2 Users Discussing About Simvoly? - [What does Simvoly do?](https://www.g2.com/discussions/what-does-simvoly-do) - 1 comment - [What can Simvoly do?](https://www.g2.com/discussions/what-can-simvoly-do) - [Is Simvoly any good?](https://www.g2.com/discussions/is-simvoly-any-good) - 1 comment, 1 upvote ### 23. [SP CRM](https://www.g2.com/products/sp-crm/reviews) SP CRM by SP Marketplace is a comprehensive customer relationship management solution built natively on Microsoft 365 and SharePoint, designed to help organizations centralize customer data, improve communication, and streamline sales processes. Unlike standalone SaaS CRMs, SP CRM leverages your existing Microsoft 365 tenant, providing a secure, familiar platform that enhances user adoption and reduces costs. SP Marketplace has a long history of delivering no-code business applications that help businesses optimize their operations and maximize their Microsoft 365 investment. The SP CRM solution offers a centralized hub for managing customer relationships, providing tools to track leads, manage accounts, monitor sales pipelines, and automate follow-ups. Key features include integrated contact management, task tracking, sales forecasting, and customizable workflows. By integrating with SharePoint, Outlook, and Teams, SP CRM ensures seamless collaboration and communication across your organization, enabling sales teams to work efficiently from any device. With SP CRM, organizations can boost productivity, improve customer engagement, and drive revenue growth. The solution enables businesses to manage their entire customer lifecycle—from initial contact to post-sale support—within their existing Microsoft 365 ecosystem. By keeping all customer data within your tenant, SP CRM enhances security, improves compliance, and reduces the need for additional IT infrastructure. Whether you're managing a sales team, client accounts, or service requests, SP CRM delivers a cost-effective, scalable solution to help your organization build stronger, more profitable customer relationships. The Full featured CRM includes: – Track opportunities through stages, and share communication across the team – Sales rep workspace to focus on contacts today, appointments, leads and tasks – Full visibility into the pipeline through dashboards and drill-down features for management – Sales team collaboration, access to resources, announcements and meeting calendar – Receive email alerts for important events and activities – Track marketing campaigns, events and the related projects to deliver them – Capture leads from the website, email, and lists that are automatically fed into the sales process. – Ability to quickly share the latest marketing activities and resources to the sales team. – Access from any device, anytime, anywhere **Average Rating:** 4.0/5.0 **Total Reviews:** 5 **How Do G2 Users Rate SP CRM?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.9/10 (Category avg: 8.5/10) - **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind SP CRM?** - **Seller:** [SP Marketplace](https://www.g2.com/sellers/sp-marketplace) - **Year Founded:** 2012 - **HQ Location:** Penn Valley, California - **Twitter:** @SP_Marketplace (609 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2317262/ (26 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 43% Mid-Market, 29% Enterprise #### What Are Recent G2 Reviews of SP CRM? **"[Great system to keep you on track.](https://www.g2.com/survey_responses/sp-crm-review-9485293)"** **Rating:** 5.0/5.0 stars *— Scott M.* [Read full review](https://www.g2.com/survey_responses/sp-crm-review-9485293) --- **"[It is simple use this software](https://www.g2.com/survey_responses/sp-crm-review-8881219)"** **Rating:** 5.0/5.0 stars *— SAILAJA V.* [Read full review](https://www.g2.com/survey_responses/sp-crm-review-8881219) --- ### 24. [Utiliko](https://www.g2.com/products/utiliko/reviews) Utiliko is an all-in-one business management platform for project managers, consultants, entrepreneurs, contractors, and medium-sized businesses to track work processes and manage projects properly. Assign projects to your team members, track time, draft proposals, agreements, and contracts, build and track your sales pipeline, including leads, opportunities, and clients, all from a single, easy-to-use platform. **Average Rating:** 4.3/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Utiliko?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) - **Contact & Account Management:** 9.2/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Utiliko?** - **Seller:** [Utiliko](https://www.g2.com/sellers/utiliko) - **HQ Location:** Dallas, US - **Twitter:** @utiliko (285 Twitter followers) - **LinkedIn® Page:** https://in.linkedin.com/company/utiliko (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 60% Small-Business, 40% Enterprise #### What Are Recent G2 Reviews of Utiliko? **"[Easy UI with power Beast](https://www.g2.com/survey_responses/utiliko-review-8913346)"** **Rating:** 4.0/5.0 stars *— Aditya Y.* [Read full review](https://www.g2.com/survey_responses/utiliko-review-8913346) --- **"[Utiliko Review](https://www.g2.com/survey_responses/utiliko-review-8228599)"** **Rating:** 4.0/5.0 stars *— Jassim K.* [Read full review](https://www.g2.com/survey_responses/utiliko-review-8228599) --- ### 25. [Zimplu CRM](https://www.g2.com/products/zimplu-crm/reviews) Helping organizations move to cloud-based Unified Communications platforms You get one intuitive platform for voice, team messaging, collaboration, and contact center. From click-to-dial functionality, call reporting, call recording and voicemail transcription, everyone readily accesses the same must-have digital tools through a single, easy-to-use platform that seamlessly works across office sites and mobile devices. Integrate ready-to-use business apps such as Salesforce, Zoho, Google, Microsoft, Zendesk, ServiceNow and 75+ other popular CRM/s Setup, deployment, and adoption are also easy, and IT can manage it all from anywhere. Experts are proactively monitoring and optimizing our Clea Clouds platform 24/7/365, ensuring service remains at the highest level possible Contact us at 905-884-8324 or email admin@setelecom.ca to improve your Unified Communications platform today. Thank you. James Stortz President & CEO 905-952-5252 17075 Leslie St, Units 6-10 www.setelecom.ca js@setelecom.ca **Average Rating:** 3.9/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Zimplu CRM?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) - **Contact & Account Management:** 7.5/10 (Category avg: 8.7/10) - **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Zimplu CRM?** - **Seller:** [SE Telecom](https://www.g2.com/sellers/se-telecom) - **Year Founded:** 1999 - **HQ Location:** Newmarket, CA - **Twitter:** @setelecom (757 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/se-telecommunications (13 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 60% Mid-Market, 40% Small-Business #### What Are Recent G2 Reviews of Zimplu CRM? **"[Enhance Business Growth Level](https://www.g2.com/survey_responses/zimplu-crm-review-9653739)"** **Rating:** 4.0/5.0 stars *— Jay S.* [Read full review](https://www.g2.com/survey_responses/zimplu-crm-review-9653739) --- **"[Seamless solution for automated sales leads](https://www.g2.com/survey_responses/zimplu-crm-review-8926149)"** **Rating:** 4.5/5.0 stars *— Anjali A.* [Read full review](https://www.g2.com/survey_responses/zimplu-crm-review-8926149) --- ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) --- ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/) --- ## What Are the Most Common Questions About CRM Software? *AI-generated · Last updated: June 3, 2026* ### What's the best CRM app for small business owners Based on G2 reviews, these CRM products are frequently mentioned by recent reviewers for helping small teams stay organized, manage pipelines, and reduce manual follow-up work. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — easy navigation and pipeline reviews. - [Pipedrive](https://www.g2.com/products/pipedrive) — visual pipeline and follow-up reminders. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — simple setup and contact management. - [Pipedrive](https://www.g2.com/products/pipedrive) — straightforward CRM for growing teams. ### Best CRM solution with marketing automation features Based on G2 reviews, these CRM products are often highlighted by recent users for combining contact management with email automation, campaign workflows, and follow-up support. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — sales workflows with marketing alignment. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — automated journeys and contact segmentation. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — lead tracking and workflow automation. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — CRM plus email automation workflows. ### What CRM is the best for e-commerce platforms Based on G2 reviews, these CRM products are commonly cited by recent users for organizing customer data, syncing communications, and supporting sales workflows tied to online channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub) — centralized deals and outreach tracking. - [ActiveCampaign](https://www.g2.com/products/activecampaign) — customer journeys and campaign automation. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud) — integrations and pipeline visibility. - [Zoho CRM](https://www.g2.com/products/zoho-crm) — organized leads and follow-up workflows. ### What should buyers look for in crm software According to verified users, the most consistent buying themes in recent CRM reviews are ease of use, clear pipeline visibility, centralized customer records, and reminders that keep follow-ups from being missed. Buyers also repeatedly mention reporting dashboards, task management, and workflow automation as practical time-savers. Integrations matter too, especially for email, calendars, and other business tools teams already use. Reviewers also flag common tradeoffs to evaluate during selection, including learning curve, mobile experience, reporting depth, and how well the system handles customization as processes become more complex. In short, buyers tend to value software that keeps sales activity organized without making daily work harder. ### How do teams use CRM for follow-ups According to verified users, teams mainly use CRM to keep follow-ups consistent and visible across the whole sales process. Recent reviews repeatedly mention reminders, task tracking, activity history, and pipeline stages as the tools that prevent outreach from slipping through the cracks. Users describe using CRM to log calls, emails, notes, and next steps in one place so any teammate can quickly understand account context. Automation is another recurring theme, with teams using it to trigger reminders, route leads, and reduce repetitive admin work. The practical outcome reviewers highlight most often is better organization: less time spent chasing updates manually and more confidence that important prospects and customers are being contacted on time.