# Best CRM Software

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,547

### Category Stats (Aug 2026)

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

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 122,400+ Authentic Reviews
- 1,547+ Products
- Unbiased Rankings

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

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

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

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

**Sponsored**

### Coevera

Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-23T12%3A32%3A47Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1841&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%3Freferral%3DLP_Switch_and_Save_50_Promo&secure%5Btoken%5D=a6dde42adf61377fcc478aa0fc555e620dcc3ab8ea6f2e349b0b55620395b8ff&secure%5Burl%5D=https%3A%2F%2Fwww.coevera.com%2Fpricing&secure%5Burl_type%5D=paid_promos)

### [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/de/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

Beschleunigen Sie den Umsatz vom Pipeline bis zum Gehaltsscheck mit Salesforce Sales Cloud - Ihre vollständige Wachstumsplattform, die die Kraft der Menschen mit Agenten in jedem Schritt des Verkaufszyklus vereint. Steigern Sie die Produktivität mit Automatisierung und treiben Sie den Umsatz mit einer integrierten Wachstumsplattform voran. Die Zukunft des Verkaufs ist hier, und mit Agentforce helfen wir Teams, ihr volles Potenzial freizusetzen - sie grenzenlos zu machen. Bauen Sie die Pipeline schneller mit KI-Agenten: Vertriebsagenten Vertriebs-KI Vertriebsengagement Vertriebsprogramme Käuferengagement Beschleunigen Sie die Produktivität mit Automatisierung: Vertriebsdaten Vertriebsanalytik Produktivität des Vertriebsteams Umsatzintelligenz Treiben Sie den Umsatz auf einer integrierten Plattform voran: Umsatzlebenszyklusmanagement und CPQ Vertriebsleistungsmanagement Partnerbeziehungsmanagement

**Average Rating:** 4.4/5.0

**Total Reviews:** 24,694

#### How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?

- **War the product ein guter Geschäftspartner?:** 8.4/10 (Category avg: 8.9/10)
- **Workflow-Fähigkeit:** 8.5/10 (Category avg: 8.5/10)
- **Kontakt- und Account-Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?

- **Verkäufer:** [Salesforce](https://www.g2.com/de/sellers/salesforce)
- **Unternehmenswebsite:** www.salesforce.com
- **Gründungsjahr:** 1999
- **Hauptsitz:** San Francisco, CA
- **Twitter:** @salesforce  
579,511 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website)  
83,223 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Kundenbetreuer, Kundenbetreuer
- **Top Industries:** Computersoftware, Informationstechnologie und Dienstleistungen
- **Company Size:** 46% Medium, 34% Large

#### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)?

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer finden die **Benutzerfreundlichkeit** von Agentforce Sales unschätzbar wertvoll für die Verwaltung von Kundendaten und die Steigerung der Produktivität.
- Benutzer schätzen den **einfachen Ablauf und die umfassende Sichtbarkeit** von Agentforce Sales, was die Zusammenarbeit im Team und die Einsicht verbessert.
- Benutzer schätzen die **360-Grad-Sicht auf Kundeninformationen** , die die Nachverfolgung von Leads und den Abschlussprozess effizient verbessern.
- Benutzer schätzen die **zentralisierten Kundendaten** von Salesforce Sales Cloud, die Einblicke verbessern und Verkaufsabläufe effizient rationalisieren.
- Benutzer schätzen die **nahtlosen Integrationsmöglichkeiten** von Agentforce Sales, die den Arbeitsablauf verbessern und mühelos mit internen Systemen verbinden.

##### Cons

- Benutzer finden die **steile Lernkurve** abschreckend und kämpfen mit komplexen Setups und Herausforderungen der mobilen Benutzererfahrung.
- Benutzer finden **Einschränkungen bei den Paketoptionen** und kämpfen mit Navigations- und Sicherheitskomplexitäten in Agentforce Sales.
- Benutzer finden die **Komplexität** von Agentforce Sales überwältigend, insbesondere bei tiefen Konfigurationen und zahlreichen Optionen.
- Benutzer finden Salesforce Sales Cloud **sehr komplex** , insbesondere während der anfänglichen Einrichtung und Anpassung, was zeitaufwändig sein kann.
- Benutzer finden das Produkt **teuer** und schlagen vor, die Kosteneffizienz zu verbessern, um die Anpassungsfähigkeit des Unternehmens zu erhöhen.

#### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)?

**["Agentforce Sales zentralisiert Kundendaten mit leistungsstarken Dashboards und Automatisierung"](https://www.g2.com/de/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13227740)**

**Rating:** 4.0/5.0 stars

_— Javiera I._

[Read full review](https://www.g2.com/de/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13227740)

**["Salesforce: Das ultimative CRM für mühelose Geschäftsautomatisierung"](https://www.g2.com/de/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12156297)**

**Rating:** 4.0/5.0 stars

_— Akash S._

[Read full review](https://www.g2.com/de/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12156297)

#### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)?

- [Wofür wird Salesforce Maps verwendet?](https://www.g2.com/de/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments
- [What is the benefit of Salesforce CRM?](https://www.g2.com/de/discussions/what-is-the-benefit-of-salesforce-crm) - 8 comments
- [Was ist Salesforce und CRM?](https://www.g2.com/de/discussions/what-is-salesforce-and-crm) - 3 comments
- [Was macht Hochgeschwindigkeitsverkäufe mächtiger denn je?](https://www.g2.com/de/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment
- [Wie aktiviere ich den Posteingang in Salesforce?](https://www.g2.com/de/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments

### [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)

Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey.

**Average Rating:** 4.4/5.0

**Total Reviews:** 13,313

#### How Do G2 Users Rate HubSpot Sales Hub?

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

#### Who Is the Company Behind HubSpot Sales Hub?

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** hubspot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, Massachusetts, United States
- **Twitter:** @HubSpot  
784,270 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7728cdccf3cd40d382e6159b493e5f6534eb2bfad47dc424c39639ed9e0ebf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F68529%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,158 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Business Development Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Small, 35% Medium

#### What Do G2 Reviewers Say About HubSpot Sales Hub?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **intuitive ease of use** of HubSpot Sales Hub, appreciating its streamlined organization and integrations.
- Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales management experience.
- Users value the **comprehensive visibility** of HubSpot Sales Hub for managing sales efforts and forecasting effectively.
- Users value the **excellent lead management** provided by HubSpot Sales Hub, enhancing organization and efficiency significantly.
- Users value the **intuitive interface** of HubSpot Sales Hub, which simplifies navigation and enhances productivity.

##### Cons

- Users find **missing features** in HubSpot Sales Hub, including limited lead creation and incomplete mobile app functionality.
- Users find the **limited features** of HubSpot Sales Hub, like dashboard limitations and mobile app functionality, frustrating.
- Users face a **large learning curve** , finding the system confusing without extensive training on contacts versus leads.
- Users find HubSpot Sales Hub to be **expensive** , especially as costs increase and bugs persist affecting usage.
- Users find HubSpot Sales Hub significantly **limited in customization** , hindering efficient outreach and task management.

#### What Are Recent G2 Reviews of HubSpot Sales Hub?

**["Intuitive Interface and Flexible Data Management"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13233048)**

**Rating:** 5.0/5.0 stars

_— Taryn Q._

[Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13233048)

**["HubSpot Sales Hub’s AI Turns CRM Data Into Actionable Outreach Lists Fast"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13338768)**

**Rating:** 4.5/5.0 stars

_— Alexa P._

[Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13338768)

#### What Are G2 Users Discussing About HubSpot Sales Hub?

- [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments
- [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments
- [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments
- [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments
- [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments

### [Pipedrive](https://www.g2.com/products/pipedrive/reviews)

Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales.

**Average Rating:** 4.3/5.0

**Total Reviews:** 3,069

#### How Do G2 Users Rate Pipedrive?

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

#### Who Is the Company Behind Pipedrive?

- **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive)
- **Company Website:** www.pipedrive.com
- **Year Founded:** 2010
- **HQ Location:** New York
- **Twitter:** @pipedrive  
14,355 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=593f28c37b331c98d518c81ecb518081b4eb6dcf79869bad97f35f51a7d3bcef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1876917%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,051 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Sales Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 71% Small, 23% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Pipedrive, finding it intuitive and customizable for their evolving business needs.
- Users praise the **intuitive interface** of Pipedrive, making it easy for anyone to customize and use effectively.
- Users appreciate the **simple and user-friendly interface** of Pipedrive, making navigation and task management effortless.
- Users appreciate the **ease of customization** in Pipedrive, enabling them to tailor the CRM to their specific needs.
- Users value the **seamless integrations** of Pipedrive, enhancing their sales process and automating essential tasks.

##### Cons

- Users express concerns about **missing features** in Pipedrive, including limited automation options and customization difficulties.
- Users express frustration over **limited features** in Pipedrive, such as automation setup and customization options.
- Users find the **learning curve steep** with Pipedrive, requiring significant time and training for effective use.
- Users find Pipedrive **expensive** , especially the add-ons, making it challenging for solo practices and small businesses.
- Users experience **integration issues** with Pipedrive, notably missing meeting details in Google Calendar events.

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

**["Visual Pipelines, Helpful AI Setup, and Great Value for New CRM Users"](https://www.g2.com/survey_responses/pipedrive-review-13260876)**

**Rating:** 5.0/5.0 stars

_— Gavin A._

[Read full review](https://www.g2.com/survey_responses/pipedrive-review-13260876)

**["A great visual and customizable CRM with Room for Label Improvements"](https://www.g2.com/survey_responses/pipedrive-review-13019176)**

**Rating:** 4.0/5.0 stars

_— Pasi R._

[Read full review](https://www.g2.com/survey_responses/pipedrive-review-13019176)

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

- [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments
- [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments
- [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments
- [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) - 2 comments
- [What is Pipedrive used for?](https://www.g2.com/discussions/what-is-pipedrive-used-for) - 2 comments

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

Das einzige AI-first CRM, das Ihr Team lieben wird monday CRM ist das KI-gestützte CRM, das für Geschwindigkeit, Transparenz und Einfachheit entwickelt wurde – es befähigt Umsatzteams, schneller zu agieren, besser zu prognostizieren und keinen Deal zu verpassen. Es ist einfach einzurichten, erfordert keine Programmierung und passt sich jedem Workflow an, sodass Teams schnell starten und sich auf den Verkauf konzentrieren können. Vom Lead-Erfassung bis zur Übergabe nach dem Verkauf: Ihre Tools, Daten und Teams bleiben in einem verbundenen, intuitiven Arbeitsbereich aufeinander abgestimmt. Mit integrierter KI und codefreien Automatisierungen hilft monday CRM nicht nur bei der Arbeitsverwaltung – es erledigt die Arbeit für Sie. KI-Vertriebsagenten identifizieren und qualifizieren Leads, der KI-Notiznehmer fasst Anrufe zusammen und schlägt nächste Schritte vor, und Automatisierungen übernehmen Aktualisierungen, Nachverfolgungen und Dateneingaben, wodurch manuelle Arbeit in allen Bereichen reduziert wird. Von Pipelines und Dashboards bis hin zu E-Mails, Dokumenten und Kundengesprächen läuft Ihr gesamter Umsatzprozess auf einer einheitlichen Plattform. Verkäufer erhalten Klarheit, um abzuschließen, und Führungskräfte erhalten die Echtzeiteinblicke, die sie benötigen, um mit Zuversicht zu prognostizieren. Und mit monday campaigns können Marketing- und Vertriebsteams markenbezogene E-Mail-Kampagnen direkt von ihrem CRM aus planen, starten und optimieren, ohne dass Integrationen oder zusätzliche Tools erforderlich sind. Hauptmerkmale Einfache Einrichtung ohne Code Benutzerdefinierte Dashboards und Berichte KI-Vertriebsagenten KI-Notiznehmer Deal-Einblicke und Priorisierung Codefreie Automatisierungen Sequenzen und Massen-E-Mails monday campaigns Gemeinsamer Posteingang Mobile App Lead-Anreicherung Angebote und Rechnungen 500+ Integrationen

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,557

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

- **War the product ein guter Geschäftspartner?:** 8.9/10 (Category avg: 8.9/10)
- **Workflow-Fähigkeit:** 8.7/10 (Category avg: 8.5/10)
- **Kontakt- und Account-Management:** 8.7/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.8/10 (Category avg: 8.6/10)

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

- **Verkäufer:** [monday.com](https://www.g2.com/de/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b)
- **Unternehmenswebsite:** monday.com
- **Gründungsjahr:** 2012
- **Hauptsitz:** Tel Aviv
- **Twitter:** @mondaydotcom  
40,761 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efcc1bc784d43448424f5b18a6e2f5d5488a066e911204b167572629a6d9b361&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmondaydotcom&secure%5Burl_type%5D=linkedin_company_website)  
3,837 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Projektmanager, CEO
- **Top Industries:** Marketing und Werbung, Informationstechnologie und Dienstleistungen
- **Company Size:** 75% Small, 21% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer finden monday CRM **sehr benutzerfreundlich** und schätzen seine Einfachheit und hilfreichen Funktionen für die Zusammenarbeit.
- Benutzer loben die **effizienten Integrationen** , die den Arbeitsablauf verbessern und tägliche Aufgaben reibungsloser und einfacher zu verwalten machen.
- Benutzer schätzen die **unglaubliche Anpassungsfähigkeit** von monday CRM, die maßgeschneiderte Lösungen für ihre einzigartigen Geschäftsanforderungen ermöglicht.
- Benutzer schätzen die **Automatisierungsfunktionen** von monday CRM, die die Effizienz des Workflows verbessern und manuelle Aufgaben minimieren.
- Benutzer lieben das **intuitive Design** von monday CRM, da es einfach zu navigieren und in ihren Arbeitsablauf zu integrieren ist.

##### Cons

- Benutzer finden die **fehlenden Funktionen** in monday CRM, wie begrenzte Automatisierung und Spalten, erheblich hinderlich für ihre Arbeitsabläufe.
- Benutzer finden die **Lernkurve steil** , insbesondere beim Verbinden von Boards und der vollständigen Integration des Systems.
- Benutzer bemerken **eingeschränkte Funktionen** in monday CRM und haben das Gefühl, dass es im Vergleich zu robusteren CRM-Tools an Tiefe fehlt.
- Benutzer finden **begrenzte Anpassungsmöglichkeiten** in monday CRM im Vergleich zu robusteren Tools, was detaillierte Berichterstattung und komplexe Setups beeinträchtigt.
- Benutzer finden monday CRM **teuer** , insbesondere herausfordernd für kleinere Teams mit knappen Budgets und steigenden Abonnementkosten.

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

**["Intuitive, User-Friendly CRM That Boosts Daily Productivity"](https://www.g2.com/de/survey_responses/monday-crm-review-13347198)**

**Rating:** 5.0/5.0 stars

_— Faris K._

[Read full review](https://www.g2.com/de/survey_responses/monday-crm-review-13347198)

**["Leistungsstarke monday.com-Funktionen und ein herausragender Anthropic-Connector"](https://www.g2.com/de/survey_responses/monday-crm-review-13273519)**

**Rating:** 5.0/5.0 stars

_— Mohd Anas A._

[Read full review](https://www.g2.com/de/survey_responses/monday-crm-review-13273519)

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

- [Wofür wird das Monday Sales CRM verwendet?](https://www.g2.com/de/discussions/what-is-monday-sales-crm-used-for) - 1 comment

## FAQs About CRM Software

Generated using AI

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.

### [Zoho CRM](https://www.g2.com/pt/products/zoho-crm/reviews)

Zoho CRM é uma ferramenta de gestão de relacionamento com o cliente baseada em nuvem 360° que atende às necessidades empresariais de empresas de médio porte a grandes empresas. Os principais recursos incluem gerenciamento de contatos, funis de vendas, gerenciamento de pipeline, automação de fluxo de trabalho, assistente conversacional com inteligência artificial, gerenciamento de tarefas, gerenciamento de campanhas de marketing, previsão de vendas, suporte e serviço ao cliente, gerenciamento de inventário, relatórios e análises, e integração perfeita com mais de 500 aplicativos de negócios populares em um único sistema empresarial.

**Average Rating:** 4.1/5.0

**Total Reviews:** 2,841

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

- **the product tem sido um bom parceiro comercial?:** 8.0/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 8.2/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 8.5/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 8.2/10 (Category avg: 8.6/10)

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

- **Vendedor:** [Zoho](https://www.g2.com/pt/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Ano de Fundação:** 1996
- **Localização da Sede:** Austin, TX
- **Twitter:** @Zoho  
137,880 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 funcionários no LinkedIn®
- **Telefone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** Proprietário, CEO
- **Top Industries:** Tecnologia da Informação e Serviços, Software de Computador
- **Company Size:** 62% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários adoram a **interface intuitiva** do Zoho CRM, tornando as tarefas diárias fáceis e sem esforço para navegar.
- Os usuários apreciam os **recursos poderosos de IA** do Zoho CRM, melhorando as vendas, marketing e suporte ao cliente de forma integrada.
- Os usuários apreciam as **integrações perfeitas** do Zoho CRM, melhorando a colaboração entre os processos de Marketing e Vendas de forma eficaz.
- Os usuários apreciam as **integrações fáceis** no Zoho CRM, melhorando a eficiência do fluxo de trabalho e simplificando o gerenciamento de clientes.
- Os usuários apreciam a **flexibilidade e facilidade de gerenciamento de leads** com os extensos recursos e integrações do Zoho CRM.

##### Cons

- Os usuários enfrentam uma **curva de aprendizado** desafiadora com o Zoho CRM, pois os recursos avançados podem ser confusos inicialmente.
- Os usuários enfrentam dificuldades com **problemas de integração** , achando o sistema inflexível e desafiador para automatizar com ferramentas que não são da Zoho.
- Os usuários acham que **recursos limitados** no Zoho CRM restringem a funcionalidade, dificultando a integração e automação com outros sistemas.
- Os usuários acham a **complexidade** do Zoho CRM desafiadora para iniciantes, muitas vezes tendo dificuldade em localizar recursos e navegar no sistema.
- Os usuários frequentemente enfrentam **suporte ao cliente ruim** com o Zoho CRM, levando a frustração e desafios durante tarefas críticas.

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

**["Zoho CRM: Personalizável, Organizado e Orientado por Automação para Vendas Eficientes"](https://www.g2.com/pt/survey_responses/zoho-crm-review-13274373)**

**Rating:** 5.0/5.0 stars

_— Kartik S._

[Read full review](https://www.g2.com/pt/survey_responses/zoho-crm-review-13274373)

**["Zoho CRM Centraliza Dados, Automatiza Fluxos de Trabalho e Oferece Insights Poderosos"](https://www.g2.com/pt/survey_responses/zoho-crm-review-13163763)**

**Rating:** 4.5/5.0 stars

_— Muhammed A._

[Read full review](https://www.g2.com/pt/survey_responses/zoho-crm-review-13163763)

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

- [Quais são os principais pontos fortes do Zoho CRM na gestão de relacionamentos com clientes em comparação com outras plataformas de CRM?](https://www.g2.com/pt/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote
- [Quais são os principais pontos fortes do Zoho CRM na gestão de relacionamentos com clientes em comparação com outras plataformas de CRM?](https://www.g2.com/pt/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments
- [Para que é usado o Zoho CRM?](https://www.g2.com/pt/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes
- [O Zoho CRM é realmente gratuito?](https://www.g2.com/pt/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes
- [Quais são os recursos do software de CRM?](https://www.g2.com/pt/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote

### [Bigin by Zoho CRM](https://www.g2.com/pt/products/bigin-by-zoho-crm/reviews)

Bigin by Zoho CRM é um software de gestão de relacionamento com o cliente (CRM) simplificado e pronto para IA, projetado especificamente para pequenas empresas, startups e equipes de atendimento ao cliente. Confiado por mais de 50.000 empresas em mais de 150 países, o Bigin ajuda pequenas empresas a unificar todas as operações voltadas para o cliente — marketing, vendas, integração, entrega e suporte — e ajuda a gerenciar relacionamentos com clientes de forma eficaz.

**Average Rating:** 4.6/5.0

**Total Reviews:** 872

#### How Do G2 Users Rate Bigin by Zoho CRM?

- **the product tem sido um bom parceiro comercial?:** 8.6/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 8.4/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 8.8/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Bigin by Zoho CRM?

- **Vendedor:** [Zoho](https://www.g2.com/pt/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Ano de Fundação:** 1996
- **Localização da Sede:** Austin, TX
- **Twitter:** @Zoho  
137,880 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 funcionários no LinkedIn®
- **Telefone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** CEO, Fundador
- **Top Industries:** Marketing e Publicidade, Tecnologia da Informação e Serviços
- **Company Size:** 90% Small, 8% Medium

#### What Do G2 Reviewers Say About Bigin by Zoho CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários valorizam a **facilidade de uso** do Bigin by Zoho CRM, apreciando sua configuração simples e interface amigável.
- Os usuários valorizam a **simplicidade e organização** do Bigin by Zoho CRM, tornando-o ideal para pequenas empresas.
- Os usuários elogiam o **design intuitivo** do Bigin by Zoho CRM, destacando sua simplicidade e facilidade de navegação.
- Os usuários valorizam a **simplicidade** do Bigin by Zoho CRM, achando-o fácil de usar e configurar para pequenas empresas.
- Os usuários valorizam a **facilidade de uso e gestão** do Bigin by Zoho CRM, apreciando sua interface intuitiva e funcionalidade.

##### Cons

- Os usuários observam a **falta de recursos avançados** no Bigin by Zoho CRM, limitando a automação e as integrações.
- Os usuários acham que o Bigin da Zoho CRM tem **recursos limitados** , faltando automações avançadas e conectores para integração expandida.
- Os usuários enfrentam **problemas de integração** com o Bigin, achando a importação complicada e a integração de aplicativos desafiadora, especialmente para iniciantes.
- Os usuários observam a **personalização limitada** no Bigin, com campos restritos e opções básicas de automação para necessidades avançadas.
- Os usuários acham que o Bigin da Zoho CRM tem **integrações limitadas** , dificultando a conexão com outros aplicativos essenciais para fluxos de trabalho mais suaves.

#### What Are Recent G2 Reviews of Bigin by Zoho CRM?

**["O CRM Simples e Flexível da Bigin que Simplifica Todo o Nosso Fluxo de Trabalho"](https://www.g2.com/pt/survey_responses/bigin-by-zoho-crm-review-13236369)**

**Rating:** 5.0/5.0 stars

_— maza y._

[Read full review](https://www.g2.com/pt/survey_responses/bigin-by-zoho-crm-review-13236369)

**["Excelente CRM para Empresas em Crescimento"](https://www.g2.com/pt/survey_responses/bigin-by-zoho-crm-review-13212566)**

**Rating:** 5.0/5.0 stars

_— vansh v._

[Read full review](https://www.g2.com/pt/survey_responses/bigin-by-zoho-crm-review-13212566)

#### What Are G2 Users Discussing About Bigin by Zoho CRM?

- [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/pt/discussions/what-is-the-difference-between-bigin-and-zoho-crm)
- [O Bigin integra-se com o Zoho CRM?](https://www.g2.com/pt/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote
- [O que é o Zoho Bigin?](https://www.g2.com/pt/discussions/what-is-zoho-bigin) - 2 comments
- [Para que serve o Bigin?](https://www.g2.com/pt/discussions/what-is-bigin-used-for) - 1 comment

### [Close](https://www.g2.com/products/close/reviews)

Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity.

**Average Rating:** 4.7/5.0

**Total Reviews:** 2,057

#### How Do G2 Users Rate Close?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Close?

- **Seller:** [Close](https://www.g2.com/sellers/close)
- **Company Website:** close.com
- **Year Founded:** 2013
- **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
- **Twitter:** @Close  
6,592 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8980b4bb0778d41500d3b100ba9f3961c87b6cc7fd74a5b1c0aa7775da9fc28&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2597204%2F&secure%5Burl_type%5D=linkedin_company_website)  
213 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 76% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Close to be **extremely user-friendly** , enabling quick access to essential features for efficient business management.
- Users find Close to be **incredibly helpful** , especially with its intuitive design and fast customer support.
- Users love the **simplicity and user-friendliness** of Close, making customer management and prospect tracking effortless.
- Users appreciate the **enhanced communication management** features of Close, streamlining client interactions effectively and efficiently.
- Users love the **intuitive design** of Close, finding it user-friendly and efficient for their needs.

##### Cons

- Users note the **missing features** in Close, like mobile app limitations and no WhatsApp integration, affecting usability.
- Users experience **call issues** , including unexpected charges and recording failures, which can hinder effective usage.
- Users find the **limited features** of Close restrictive, particularly for B2C needs and advanced functionalities.
- Users find the **limited customization** of Close frustrating, particularly for tailored reports and advanced dashboards.
- Users find the **learning curve steep** , with challenges in merging leads and managing custom reports effectively.

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

**["Close CRM keeps us sharp, fast, and focused"](https://www.g2.com/survey_responses/close-review-11757558)**

**Rating:** 5.0/5.0 stars

_— Jose N._

[Read full review](https://www.g2.com/survey_responses/close-review-11757558)

**["Best Cold Calling Software i have ever used"](https://www.g2.com/survey_responses/close-review-11465611)**

**Rating:** 5.0/5.0 stars

_— Adhiraj P._

[Read full review](https://www.g2.com/survey_responses/close-review-11465611)

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

- [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments
- [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment

### [ActiveCampaign](https://www.g2.com/pt/products/activecampaign/reviews)

ActiveCampaign é a plataforma de marketing autônoma criada para transformar a forma como os profissionais de marketing, agências e proprietários de negócios trabalham. Use a Active Intelligence para impulsionar automações conscientes de metas e orquestrar experiências personalizadas através de e-mail, SMS e WhatsApp. Integre-se sem esforço com mais de 1000 aplicativos, descubra insights profundos de desempenho e otimize seus fluxos de trabalho para vencer todos os dias. - Marketing autônomo Construído sobre a base da automação de marketing, alimente sua estratégia de marketing e jornadas do cliente com execução, otimização e insights impulsionados por IA em cada etapa. - Agentes de IA Execute campanhas de marketing inteiras através de prompts simples, apoiados pela Active Intelligence. - Marketing multicanal Alcance prospects e clientes onde quer que estejam, com e-mail, SMS, WhatsApp e mais. - Conteúdo personalizado e alinhado à marca Ferramentas criativas que oferecem designs profissionais e prontos para conversão para e-mails e páginas de destino. - CRM Acompanhe, gerencie e automatize seu processo de vendas. - Mais de 1000 aplicativos e integrações Conecte o ActiveCampaign às suas ferramentas favoritas.

**Average Rating:** 4.4/5.0

**Total Reviews:** 14,245

#### How Do G2 Users Rate ActiveCampaign?

- **the product tem sido um bom parceiro comercial?:** 8.8/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 8.0/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 8.2/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 7.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ActiveCampaign?

- **Vendedor:** [ActiveCampaign](https://www.g2.com/pt/sellers/activecampaign)
- **Website da Empresa:** www.activecampaign.com
- **Ano de Fundação:** 2003
- **Localização da Sede:** Chicago, IL
- **Twitter:** @ActiveCampaign  
13,203 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ecaffa7a4dd54b3f72ef9abc63c48d5efe51974c2974dfaa5d09b34c1e0c97bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F221390%2F&secure%5Burl_type%5D=linkedin_company_website)  
848 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Proprietário, CEO
- **Top Industries:** Marketing e Publicidade, Saúde, Bem-estar e Fitness
- **Company Size:** 92% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários valorizam a **facilidade de uso** no ActiveCampaign, apreciando a automação sem interrupções e os recursos diretos para tarefas pessoais.
- Os usuários adoram a **programação de automação fácil** do ActiveCampaign, que simplifica seu fluxo de trabalho e melhora a comunicação com os clientes.
- Os usuários elogiam os **recursos de automação poderosos e fáceis** do ActiveCampaign, melhorando a eficiência e organização de seus fluxos de trabalho.
- Os usuários adoram os **recursos fenomenais de automação** do ActiveCampaign, que melhoram as campanhas de email com segmentação eficaz e mensagens personalizadas.
- Os usuários valorizam o ActiveCampaign por sua **plataforma tudo-em-um** , oferecendo segmentação eficaz e capacidades de marketing por e-mail personalizadas.

##### Cons

- Os usuários enfrentam uma **curva de aprendizado acentuada** com o ActiveCampaign, exigindo suporte adicional para navegar efetivamente por seus recursos.
- Os usuários expressam preocupações sobre as **funcionalidades ausentes** , como a fácil criação de formulários e gatilhos de data personalizados.
- Os usuários acham o **preço elevado** , especialmente para planos mais novos, o que pode ser uma barreira para algumas empresas.
- Os usuários acham os **recursos limitados** do ActiveCampaign frustrantes, especialmente em relatórios, testes de automação e flexibilidade de design.
- Os usuários acham o ActiveCampaign **não intuitivo** , lutando com automações complicadas e processos de criação de e-mails que prejudicam a eficiência.

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

**["Interface Amigável, Recursos Poderosos e Suporte Excelente"](https://www.g2.com/pt/survey_responses/activecampaign-review-11803527)**

**Rating:** 5.0/5.0 stars

_— Omezine T._

[Read full review](https://www.g2.com/pt/survey_responses/activecampaign-review-11803527)

**["Automatizações Poderosas e Relatórios que Impulsionam Decisões Estratégicas"](https://www.g2.com/pt/survey_responses/activecampaign-review-13200587)**

**Rating:** 4.5/5.0 stars

_— Pamela S._

[Read full review](https://www.g2.com/pt/survey_responses/activecampaign-review-13200587)

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

- [Quais são algumas maneiras criativas que as empresas estão usando o ActiveCampaign para automatizar seus esforços de marketing?](https://www.g2.com/pt/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment
- [How much does ActiveCampaign cost?](https://www.g2.com/pt/discussions/how-much-does-activecampaign-cost) - 1 comment
- [O que é o ActiveCampaign CRM?](https://www.g2.com/pt/discussions/what-is-activecampaign-crm) - 1 comment
- [A ActiveCampaign tem um CRM?](https://www.g2.com/pt/discussions/does-activecampaign-have-a-crm) - 7 comments
- [Para que é usado o ActiveCampaign?](https://www.g2.com/pt/discussions/what-is-activecampaign-used-for) - 20 comments

### [Attio](https://www.g2.com/pt/products/attio/reviews)

Attio é o CRM de IA para a próxima era das empresas. Construído para se adaptar a qualquer negócio, o Attio dá às empresas o poder de entender cada cliente, automatizar em escala e criar sistemas de entrada no mercado exatamente como precisam. Milhares de empresas, incluindo líderes de IA que definem categorias e startups, usam o Attio para impulsionar sua entrada no mercado. ------------------------ Principais características: - IA para como você já trabalha. Peça ao Attio para encontrar, atualizar ou criar em inglês simples. - Conecte seus agentes ao seu CRM. O servidor MCP do Attio se conecta a qualquer ferramenta de IA para que seus agentes possam ler, escrever e agir com base no contexto do cliente em tempo real. - Um CRM que se adapta ao seu negócio. Modele qualquer movimento GTM com nosso modelo de dados flexível, objetos personalizados e relacionamentos adaptados para sua equipe. - Automatize o trabalho por trás do negócio. Fluxos de trabalho poderosos direcionam leads, gerenciam negócios e mantêm seu pipeline em movimento. - Pare de perseguir dados obsoletos. O Attio enriquece registros de contatos e empresas automaticamente, para que sua equipe nunca perca tempo com e-mails mortos, títulos desatualizados ou contexto ausente. - Desempenho em tempo real. Painéis ao vivo e relatórios avançados dão às equipes de receita visibilidade instantânea sobre o pipeline, atividade e tendências. - Mantenha a conversa fluindo. Grave reuniões, gere resumos de IA e sincronize insights chave diretamente no seu CRM. - Conecte as ferramentas que sua equipe adora. O Attio permanece sincronizado em toda a sua pilha com uma biblioteca crescente de integrações e uma Plataforma de Desenvolvedor para criar suas próprias. Começar com o Attio é rápido. Configure seu CRM em minutos sincronizando seu e-mail e calendário para construir um sistema completo sem entrada manual de dados. ------------------------ Junte-se às milhares de empresas que já usam o Attio para impulsionar seu crescimento. Veja o que o Attio pode fazer por você em attio.com

**Average Rating:** 4.3/5.0

**Total Reviews:** 584

#### How Do G2 Users Rate Attio?

- **the product tem sido um bom parceiro comercial?:** 8.5/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 8.5/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 9.5/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 9.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Attio?

- **Vendedor:** [Attio](https://www.g2.com/pt/sellers/attio)
- **Website da Empresa:** attio.com
- **Ano de Fundação:** 2019
- **Localização da Sede:** London, GB
- **Twitter:** @attio  
12,873 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=59d91a99caf3f4b98cadb85c9613905352f5424a16e9375875ca7b824e53fd5a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fattio%2F&secure%5Burl_type%5D=linkedin_company_website)  
174 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Fundador
- **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços
- **Company Size:** 80% Small, 15% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários apreciam a **facilidade de uso** do Attio, desfrutando de sua configuração suave e opções de personalização intuitivas.
- Os usuários valorizam a **configuração fácil** do Attio, permitindo produtividade rápida sem uma curva de aprendizado acentuada.
- Os usuários adoram a **fantástica personalização** do Attio, permitindo configurações personalizadas que melhoram o rastreamento de leads sem esforço.
- Os usuários valorizam a **integração eficaz** do Attio com várias ferramentas, aumentando a produtividade e criando uma experiência de fluxo de trabalho contínua.
- Os usuários adoram os **recursos robustos** do Attio, permitindo integrações perfeitas, análises avançadas e suporte ao cliente excepcional.

##### Cons

- Os usuários enfrentam dificuldades com **problemas de integração** no Attio, precisando de mais conexões nativas com ferramentas e recursos de enriquecimento aprimorados.
- Os usuários observam as **funcionalidades ausentes** no Attio, desejando melhorias e automações para aprimorar a usabilidade e a funcionalidade.
- Os usuários notam uma **curva de aprendizado mais acentuada** inicialmente, com complexidades na configuração e flexibilidade que podem ser avassaladoras.
- Os usuários encontram **problemas de funcionalidade** com o compartilhamento de e-mails e relatórios no Attio, tornando a colaboração e o acesso a dados difíceis.
- Os usuários acham a **informação incompleta** no Attio desafiadora, especialmente em relação ao enriquecimento de dados de IA e limitações de relatórios.

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

**["O modelo de dados flexível do Attio e a interface de usuário rápida tornam o trabalho com CRM sem esforço"](https://www.g2.com/pt/survey_responses/attio-review-13106492)**

**Rating:** 5.0/5.0 stars

_— Nick J._

[Read full review](https://www.g2.com/pt/survey_responses/attio-review-13106492)

**["CRM Rápido e de Baixa Fricção com Visibilidade em Tempo Real e Enriquecimento Automático"](https://www.g2.com/pt/survey_responses/attio-review-13177412)**

**Rating:** 4.0/5.0 stars

_— Frank W._

[Read full review](https://www.g2.com/pt/survey_responses/attio-review-13177412)

### [HighLevel](https://www.g2.com/products/highlevel/reviews)

HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide. Functionality includes CRM, Email, 2-way SMS, Consolidated SMS/Messenger/Instagram DM/Whatsapp/GMB Chat, Outbound Calling, Call Tracking, Call Recording, Power Dialer, Form Builder, Survey Builder, Funnel Builder, Website Builder, Online Scheduling, Workflow Automation, Social Media Scheduling, Proposals, Estimates, Invoicing, Reporting, Webhooks, and more! Flat pricing, unlimited sub-accounts for agencies managing clients that can be cloned to speed up setups, and even white-label! Start with a 14 day free trial!

**Average Rating:** 4.6/5.0

**Total Reviews:** 636

#### How Do G2 Users Rate HighLevel?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.0/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind HighLevel?

- **Seller:** [HighLevel](https://www.g2.com/sellers/highlevel)
- **Company Website:** gohighlevel.com
- **Year Founded:** 2018
- **HQ Location:** Dallas, Texas
- **Twitter:** @gohighlevel  
8,862 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=089a0fc65d9582c7686e98c3d2241d83a7dea5d7f4dda4b2af2942b3940a420d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhighlevel%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,407 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Consulting
- **Company Size:** 64% Small, 3% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users enjoy the **flexibility and comprehensive features** of HighLevel, finding it easy to set up and integrate.
- Users appreciate the **all-in-one functionality** of HighLevel, enhancing efficiency in marketing, sales, and client management.
- Users praise the **excellent customer support** of HighLevel, appreciating their responsiveness and active feature requests.
- Users value the **extensive feature set** of Go HighLevel, appreciating its depth and constant innovation in marketing tools.
- Users value the **intuitive automation setup** in HighLevel, enhancing their workflow and client management effectively.

##### Cons

- Users find the **steep learning curve** of HighLevel challenging, complicating their ability to leverage its extensive features.
- Users desire more **missing features** in HighLevel, impacting functionality like email marketing and live streaming capabilities.
- Users face a **steep learning curve** with HighLevel, requiring significant effort to master its numerous features and updates.
- Users find HighLevel to be **not intuitive** , often feeling overwhelmed by its complexity and learning curve.
- Users express concern over **poor customer support** , finding the team uninformed and responses often vague.

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

**["Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM"](https://www.g2.com/survey_responses/highlevel-review-13050560)**

**Rating:** 5.0/5.0 stars

_— Marque C._

[Read full review](https://www.g2.com/survey_responses/highlevel-review-13050560)

**["Outstanding C \*\*\*\*\* 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email"](https://www.g2.com/survey_responses/highlevel-review-12853292)**

**Rating:** 5.0/5.0 stars

_— Joe G._

[Read full review](https://www.g2.com/survey_responses/highlevel-review-12853292)

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

- [How are other agencies working around HighLevel’s limits for bigger or more custom clients?](https://www.g2.com/discussions/how-are-other-agencies-working-around-highlevel-s-limits-for-bigger-or-more-custom-clients) - 3 comments, 1 upvote
- [Has pricing and “hidden” add‑ons changed how you package HighLevel to your own clients?](https://www.g2.com/discussions/has-pricing-and-hidden-add-ons-changed-how-you-package-highlevel-to-your-own-clients) - 1 comment
- [What tips do you have for keeping email and SMS healthy when the tech side feels fragile?](https://www.g2.com/discussions/what-tips-do-you-have-for-keeping-email-and-sms-healthy-when-the-tech-side-feels-fragile) - 1 comment, 1 upvote
- [How are you handling HighLevel’s steep learning curve without losing days of billable time?](https://www.g2.com/discussions/how-are-you-handling-highlevel-s-steep-learning-curve-without-losing-days-of-billable-time) - 1 comment
- [Unstable workflows and random glitches slow down client work and force me to recheck everything](https://www.g2.com/discussions/unstable-workflows-and-random-glitches-slow-down-client-work-and-force-me-to-recheck-everything) - 1 comment, 1 upvote

### [SAP Sales Cloud](https://www.g2.com/pt/products/sap-sap-sales-cloud/reviews)

SAP Sales Cloud é uma plataforma de automação de vendas / CRM de ponta que ajuda as organizações a tornar a venda inteligente simples, através de conexão, insight e adaptabilidade. Aproveitando o SAP Sales Cloud, as organizações podem conectar e otimizar processos de vendas. Conectar dados e processos de vendas: Unir dados, processos e pessoas para oferecer interações de vendas eficazes que impulsionam a receita e a lealdade do cliente. Aproveitar insights para acelerar vendas: Guiar ações de vendas através de recomendações inteligentes que eliminam suposições e ajudam os vendedores a focar no negócio certo. Adaptar e capturar novas oportunidades: Proporcionar a flexibilidade para superar desafios e requisitos únicos à medida que eles mudam com novas oportunidades de mercado.

**Average Rating:** 4.2/5.0

**Total Reviews:** 889

#### How Do G2 Users Rate SAP Sales Cloud?

- **the product tem sido um bom parceiro comercial?:** 8.5/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 8.3/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 8.3/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind SAP Sales Cloud?

- **Vendedor:** [SAP](https://www.g2.com/pt/sellers/sap)
- **Website da Empresa:** www.sap.com
- **Ano de Fundação:** 1972
- **Localização da Sede:** Walldorf
- **Twitter:** @SAP  
297,052 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website)  
141,955 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Consultor, Consultor Associado
- **Top Industries:** Tecnologia da Informação e Serviços, Software de Computador
- **Company Size:** 45% Large, 36% Medium

#### What Do G2 Reviewers Say About SAP Sales Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários apreciam a **facilidade de uso** do SAP Sales Cloud, que melhora o desempenho e simplifica seus processos de vendas.
- Os usuários apreciam as **integrações perfeitas** do SAP Sales Cloud, permitindo o uso eficaz com outros softwares SAP para uma gestão de vendas aprimorada.
- Os usuários apreciam a **integração perfeita** do SAP Sales Cloud com outros produtos SAP, melhorando efetivamente seus processos de vendas.
- Os usuários valorizam as **capacidades eficazes de gestão de leads** do SAP Sales Cloud, aumentando a produtividade de vendas e os insights sobre os clientes.
- Os usuários valorizam as **análises detalhadas** do SAP Sales Cloud, que simplificam a tomada de decisões e melhoram o desempenho de vendas.

##### Cons

- Os usuários acham a **curva de aprendizado íngreme** , enfrentando desafios com a configuração e navegação que prejudicam a experiência do usuário.
- Os usuários enfrentam desafios com **personalização limitada** no SAP Sales Cloud, impactando a eficiência e a usabilidade para tarefas de vendas.
- Os usuários enfrentam **problemas de complexidade** com o SAP Sales Cloud, dificultando a facilidade de uso e exigindo treinamento extensivo para adoção.
- Os usuários acham o SAP Sales Cloud **não intuitivo** , enfrentando uma curva de aprendizado acentuada e atrasos ocasionais de desempenho.
- Os usuários acham que os **custos de implementação são caros** , elevando o preço geral além de muitos concorrentes.

#### What Are Recent G2 Reviews of SAP Sales Cloud?

**["Manipulador de tarefas de alto volume"](https://www.g2.com/pt/survey_responses/sap-sales-cloud-review-11157624)**

**Rating:** 4.5/5.0 stars

_— Carlos Q._

[Read full review](https://www.g2.com/pt/survey_responses/sap-sales-cloud-review-11157624)

**["Um software ótimo e poderoso com uma curva de aprendizado"](https://www.g2.com/pt/survey_responses/sap-sales-cloud-review-11746761)**

**Rating:** 4.5/5.0 stars

_— Alexander C._

[Read full review](https://www.g2.com/pt/survey_responses/sap-sales-cloud-review-11746761)

#### What Are G2 Users Discussing About SAP Sales Cloud?

- [What is SAP CRM used for?](https://www.g2.com/pt/discussions/what-is-sap-crm-used-for)
- [Quais componentes SAP estão incluídos no SAP CRM?](https://www.g2.com/pt/discussions/sap-cloud-for-customer-what-sap-components-are-included-in-sap-crm) - 1 comment
- [Quais componentes SAP estão incluídos no SAP CRM?](https://www.g2.com/pt/discussions/what-sap-components-are-included-in-sap-crm) - 1 comment
- [O SAP CRM é baseado em nuvem?](https://www.g2.com/pt/discussions/is-sap-crm-cloud-based) - 1 comment
- [O que é o sistema CRM no SAP?](https://www.g2.com/pt/discussions/what-is-crm-system-in-sap) - 1 comment

### [EngageBay](https://www.g2.com/pt/products/engagebay/reviews)

EngageBay é uma plataforma de engajamento de clientes tudo-em-um, projetada para pequenas e médias empresas que desejam gerenciar marketing, vendas e suporte a partir de um sistema unificado. Posicionada como uma alternativa econômica a plataformas como HubSpot e ActiveCampaign, ela se concentra em oferecer capacidades essenciais de CRM e automação sem os custos geralmente associados a softwares empresariais. A plataforma combina gestão de contatos e negócios, automação de marketing, email marketing, páginas de destino, formulários, chat ao vivo e funcionalidade de help desk em uma única interface. Ao consolidar essas funções, o EngageBay fornece às equipes uma visão centralizada das interações com os clientes ao longo do ciclo de vida e reduz a necessidade de várias ferramentas desconectadas. O EngageBay também incorpora recursos assistidos por IA para simplificar tarefas comuns e melhorar a produtividade. Essas capacidades incluem geração de email e conteúdo com IA, sugestões de linhas de assunto e assistência em fluxos de trabalho que ajudam as equipes a criar campanhas e comunicações de forma mais eficiente. As ferramentas de IA são projetadas para apoiar a execução diária em vez de substituir a estratégia central, tornando-as acessíveis a equipes menores que podem não ter especialistas dedicados em automação. No lado do marketing, os usuários podem construir campanhas de email, projetar fluxos de automação, capturar leads através de formulários e páginas de destino, e realizar testes A/B. O módulo CRM suporta rastreamento de pipeline, gestão de contatos, automação de tarefas e agendamento de compromissos para ajudar as equipes de vendas a gerenciar oportunidades de forma estruturada. Para o engajamento pós-compra, o conjunto de serviços inclui ferramentas de ticketing, base de conhecimento e chat ao vivo para gerenciar conversas de suporte ao cliente em um só lugar. Um princípio de design chave do EngageBay é a acessibilidade para empresas em crescimento. A plataforma oferece um nível gratuito com funcionalidades básicas e escala através de planos pagos agrupados em vez de inúmeros complementos, ajudando as equipes a adotar automação sem investimento inicial significativo. O EngageBay integra-se com uma variedade de ferramentas de terceiros e fornece painéis de relatórios para monitorar o desempenho de campanhas, progresso de negócios e atividade de suporte. Embora não seja posicionado como uma plataforma empresarial profunda, é construído para atender às necessidades operacionais diárias de equipes de receita de PMEs que buscam uma solução integrada, assistida por IA e consciente do orçamento. A plataforma é construída com foco na simplicidade e desempenho, integrando automação de marketing avançada, CRM de vendas e software de suporte ao cliente em um sistema coeso. O EngageBay aproveita a inteligência de IA de ponta para melhorar a produtividade e a tomada de decisões em várias equipes. Essa integração permite que as empresas simplifiquem suas operações e melhorem as interações com os clientes, tornando-o uma escolha ideal para organizações que necessitam de uma solução robusta e fácil de usar. As capacidades de IA do EngageBay são particularmente notáveis, fornecendo aos usuários ferramentas que ajudam a criar conteúdo rapidamente, prever resultados de forma inteligente e oferecer experiências personalizadas em escala. O Gerador de Email e Conteúdo com IA permite que os usuários criem emails e campanhas envolventes em segundos, enquanto o recurso de Pontuação de Leads e Negócios com IA ajuda a identificar e priorizar leads com maior probabilidade de conversão. Além disso, o Insights e Recomendações com IA oferecem sugestões acionáveis para melhorar o engajamento e a produtividade, facilitando para as empresas navegarem efetivamente em suas jornadas de clientes. A plataforma também possui um conjunto de recursos chave que agregam valor significativo aos seus usuários. As capacidades de automação de marketing do EngageBay incluem fluxos de trabalho de email marketing, construtores de páginas de destino e formulários, e integração com redes sociais, que coletivamente melhoram os esforços de alcance. O componente CRM de vendas fornece ferramentas para gestão de contatos e negócios, pipelines de vendas visuais e colaboração em equipe, garantindo que os processos de vendas sejam eficientes e transparentes. Além disso, os recursos de suporte ao cliente, como um sistema de helpdesk e ticketing, chat ao vivo e uma visão unificada do cliente, facilitam a comunicação e a entrega de serviços sem interrupções. O EngageBay é particularmente adequado para pequenas e médias empresas, startups e equipes em crescimento que buscam uma alternativa acessível, mas poderosa, a ferramentas fragmentadas. É projetado para organizações que visam automatizar interações com clientes, alinhar esforços de marketing e vendas e melhorar a eficiência do suporte através do uso de IA. Essa abordagem abrangente não só melhora a eficiência operacional, mas também posiciona as empresas para competir efetivamente em seus respectivos mercados. O que é este produto? EngageBay é uma plataforma de software CRM tudo-em-um construída para pequenas e médias empresas gerenciarem automação de marketing, pipelines de vendas e suporte ao cliente em um único sistema. Ela combina email marketing, automação de marketing, páginas de destino, gestão de contatos, rastreamento de negócios, helpdesk e chat ao vivo—eliminando a necessidade de várias ferramentas desconectadas. Projetado como uma alternativa acessível ao HubSpot e ActiveCampaign, o EngageBay ajuda empresas em crescimento a atrair leads, converter negócios e apoiar clientes sem os custos ou complexidade de nível empresarial. Centraliza dados de clientes, automatiza fluxos de trabalho e melhora a visibilidade em todo o ciclo de vida do cliente.

**Average Rating:** 4.6/5.0

**Total Reviews:** 712

#### How Do G2 Users Rate EngageBay?

- **the product tem sido um bom parceiro comercial?:** 9.5/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 8.9/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 9.3/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind EngageBay?

- **Vendedor:** [EngageBay Inc](https://www.g2.com/pt/sellers/engagebay-inc)
- **Website da Empresa:** www.engagebay.com
- **Ano de Fundação:** 2018
- **Localização da Sede:** Wilmington, Delaware
- **Twitter:** @engagebay  
16,866 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=965c404b58b2662271f49fe02e57d76d57f72941fa4b3b5af0bab064b4cc2b55&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13655085%2F&secure%5Burl_type%5D=linkedin_company_website)  
54 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Gerente de Marketing, Fundador
- **Top Industries:** Tecnologia da Informação e Serviços, Recrutamento e Seleção
- **Company Size:** 69% Small, 31% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários apreciam a **facilidade de uso** do EngageBay, que simplifica seu fluxo de trabalho e aumenta a produtividade diária.
- Os usuários valorizam a **automação que economiza tempo** do EngageBay, melhorando a organização e simplificando o fluxo de trabalho com ferramentas integradas.
- Os usuários apreciam o **incrível suporte ao cliente** do EngageBay, recebendo consistentemente respostas rápidas e úteis da equipe.
- Os usuários apreciam a **integração perfeita** de CRM, e-mail e recursos de automação no EngageBay, melhorando significativamente seu fluxo de trabalho.
- Os usuários valorizam os **recursos sofisticados de automação** do EngageBay, melhorando a eficiência do fluxo de trabalho e simplificando as operações diárias.

##### Cons

- Os usuários acham os **recursos ausentes** como encadeamento de e-mails e opções avançadas de relatórios frustrantes e limitam a usabilidade.
- Os usuários experimentam **recursos limitados** com o EngageBay, sentindo restrições na funcionalidade móvel e nas ferramentas de suporte essenciais.
- Os usuários acham que os **recursos de relatórios são limitados** e carecem de detalhes, afetando sua capacidade de utilizar plenamente o EngageBay.
- Os usuários experimentam **personalização limitada** para recursos-chave como páginas de destino e fluxos de trabalho, prejudicando sua eficácia.
- Os usuários observam **capacidades de relatório fracas** no EngageBay, dificultando análises mais profundas e personalização avançada para necessidades específicas.

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

**["EngageBay Keeps Customer Follow-Ups Organized and Moving"](https://www.g2.com/pt/survey_responses/engagebay-review-13347157)**

**Rating:** 4.5/5.0 stars

_— Angellene J._

[Read full review](https://www.g2.com/pt/survey_responses/engagebay-review-13347157)

**["EngageBay Keeps Customer Info and Contact History Organized in One Place"](https://www.g2.com/pt/survey_responses/engagebay-review-13346048)**

**Rating:** 4.5/5.0 stars

_— Haneesh G._

[Read full review](https://www.g2.com/pt/survey_responses/engagebay-review-13346048)

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

- [Para que é usado o EngageBay All-in-One Suite?](https://www.g2.com/pt/discussions/what-is-engagebay-all-in-one-suite-used-for)

### [Nutshell](https://www.g2.com/pt/products/nutshell/reviews)

Nutshell é uma plataforma de CRM e marketing por e-mail tudo-em-um que ajuda organizações B2B a trabalharem juntas para fechar mais negócios. Simples o suficiente para qualquer usuário e sofisticado o suficiente para qualquer empresa, Nutshell é feito para equipes que estão cansadas de lidar com ferramentas de vendas e marketing separadas e não querem pagar um administrador em tempo integral para gerenciar seu software. Cada assinatura do Nutshell inclui contatos de CRM ilimitados e armazenamento de dados, ferramentas de relatórios totalmente personalizáveis, assistência gratuita para migração de dados e suporte ao vivo de classe mundial, tudo a um preço extremamente acessível. Nutshell se integra com o software que pequenas empresas já usam, incluindo Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom e Slack. Nutshell também oferece aplicativos nativos para iPhone e Android, permitindo que representantes de vendas criem, busquem e editem informações de contato enquanto estão em campo. Lançado em 2010, Nutshell atende a milhares de empresas ao redor do mundo e foi nomeado um dos principais CRMs tanto pela facilidade de uso quanto pela acessibilidade. Nutshell foi honrado como "Líder" no Relatório Grid® da G2 para CRM a cada trimestre desde o outono de 2020. Em 2021, Nutshell lançou o Nutshell Campaigns, que permite aos clientes do Nutshell projetar e enviar belos e-mails de marketing e sequências automáticas, e medir instantaneamente seu engajamento, diretamente do Nutshell. Nutshell Campaigns conecta-se perfeitamente aos seus dados de CRM, para que você possa segmentar públicos personalizados rapidamente e gerenciar todo o seu alcance a partir de uma única ferramenta.

**Average Rating:** 4.3/5.0

**Total Reviews:** 1,422

#### How Do G2 Users Rate Nutshell?

- **the product tem sido um bom parceiro comercial?:** 8.8/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 7.9/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 8.5/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Nutshell?

- **Vendedor:** [Nutshell](https://www.g2.com/pt/sellers/nutshell)
- **Website da Empresa:** www.nutshell.com
- **Ano de Fundação:** 2009
- **Localização da Sede:** Ann Arbor, Michigan
- **Twitter:** @nutshell  
2,794 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9251047849ae0bf5895a9d04882f4c03d2f5b824668a7735584bbaaad8738f8e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwebfxinc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,238 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Proprietário
- **Top Industries:** Marketing e Publicidade, Software de Computador
- **Company Size:** 73% Small, 18% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários apreciam a **facilidade de uso** do Nutshell, mantendo tudo organizado em um aplicativo sem esforço.
- Os usuários consideram o Nutshell uma **ferramenta confiável e intuitiva** que simplifica o rastreamento e a gestão de admissões de forma eficiente.
- Os usuários adoram as **poderosas ferramentas de marketing por e-mail** do Nutshell, destacando sua facilidade de uso e capacidades de rastreamento eficazes.
- Os usuários elogiam o **suporte ao cliente excepcional** da Nutshell, destacando a resolução rápida de problemas e recursos educacionais úteis.
- Os usuários acham o Nutshell **intuitivo e fácil de usar** , melhorando a colaboração e o gerenciamento das atividades diárias de vendas.

##### Cons

- Os usuários acham que **falta de recursos** como melhor diferenciação de tarefas e automações prejudicam a eficiência e a usabilidade no Nutshell.
- Os usuários acham os **recursos limitados** do Nutshell em personalização e integrações um tanto restritivos para suas necessidades de negócios.
- Os usuários encontram **personalização limitada** no Nutshell, especialmente para recursos móveis e modelos de e-mail, impactando a experiência do usuário.
- Os usuários acham a **curva de aprendizado íngreme** do Nutshell frustrante devido às frequentes mudanças de recursos e complicações de layout.
- Os usuários ocasionalmente enfrentam **problemas de integração de e-mail** , exigindo a limpeza de leads incorretos e o tratamento de notificações duplicadas.

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

**["Perfeito para um show solo!"](https://www.g2.com/pt/survey_responses/nutshell-review-4955887)**

**Rating:** 5.0/5.0 stars

_— Tom B._

[Read full review](https://www.g2.com/pt/survey_responses/nutshell-review-4955887)

**["Gerenciar projetos e relacionamentos com clientes parece muito mais organizado"](https://www.g2.com/pt/survey_responses/nutshell-review-13074453)**

**Rating:** 5.0/5.0 stars

_— Omar S._

[Read full review](https://www.g2.com/pt/survey_responses/nutshell-review-13074453)

### [CRMOne](https://www.g2.com/products/crmone/reviews)

The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CRMOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CRMOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CRMOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation.

**Average Rating:** 4.8/5.0

**Total Reviews:** 1,044

#### How Do G2 Users Rate CRMOne?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.8/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind CRMOne?

- **Seller:** [CrmOne](https://www.g2.com/sellers/crmone)
- **Year Founded:** 2022
- **HQ Location:** Menlo Park, US
- **Twitter:** @crmone\_global  
10 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=548ba161c5fc6229e3afc181791413621b04ec5bc2fb3312a9de76536d948d85&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcrmone-global%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Financial Services
- **Company Size:** 32% Small, 24% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **effective lead management** in CRMOne, enhancing collaboration and ensuring streamlined communication across teams.
- Users value the **effective customer management** of CrmOne, enhancing collaboration and response times for better support.
- Users commend the **fast and effective customer support** provided by CRMOne, enhancing overall service quality and engagement.
- Users benefit from **automated reminders and streamlined workflows** , enhancing efficiency and improving response times significantly.
- Users value the **time-saving automation** of CRMOne, allowing them to focus on closing deals efficiently.

##### Cons

- Users feel there is **limited customization** for advanced needs, hindering the system’s ability to meet specific requirements.
- Users find the **learning curve challenging** , especially when trying to navigate the system as newcomers.
- Users face a **steep learning curve** with CRMOne due to complex onboarding and insufficient beginner-friendly tutorials.
- Users find the **limited features** of CRMOne make attaching files and using the mobile version challenging.
- Users face **integration issues** with CRMOne, making it difficult to connect with other essential tools and applications.

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

**["Review Title: Helped Us Streamline Sales Operations"](https://www.g2.com/survey_responses/crmone-review-12202021)**

**Rating:** 5.0/5.0 stars

[Read full review](https://www.g2.com/survey_responses/crmone-review-12202021)

**["A Complete CRM Solution for Growing Teams"](https://www.g2.com/survey_responses/crmone-review-12193939)**

**Rating:** 5.0/5.0 stars

[Read full review](https://www.g2.com/survey_responses/crmone-review-12193939)

### [Brevo Marketing Platform](https://www.g2.com/pt/products/brevo-marketing-platform/reviews)

Confiado por mais de 500.000 empresas em todo o mundo, o Brevo (anteriormente Sendinblue) é a solução acessível e completa de marketing e CRM que ajuda empresas em crescimento a escalarem mais rapidamente. É fácil de usar e adequado para empresas de todos os tamanhos. Construa relacionamentos duradouros com os clientes usando o conjunto de ferramentas flexíveis do Brevo. Os produtos variam de marketing a vendas, chat e e-mails transacionais. Escolha o que você precisa — e pague apenas pelo que usar. Aqui estão apenas algumas das coisas que você pode fazer com o Brevo: - Executar campanhas de marketing multicanal através de e-mail, WhatsApp, SMS, notificações web push e anúncios no Facebook - Acionar e-mails transacionais, SMS e notificações no WhatsApp através do SMTP e APIs do Brevo - Automatizar atividades de marketing para entregar a mensagem certa no momento certo e gerenciar seu público de forma eficiente - Reduzir o número de aplicativos de marketing e vendas — e obter uma visão completa das interações com os clientes com ferramentas que se comunicam entre si - Engajar clientes em tempo real e responder a perguntas frequentes 24/7 com chat ao vivo e chatbot - Rastrear leads, automatizar tarefas e agendar reuniões com a Plataforma de Vendas do Brevo - Conectar sua loja de e-commerce para rastrear vendas na web e usar a análise de retenção para melhorar sua estratégia de marketing - Falar com clientes a qualquer hora, em qualquer lugar, com o sistema telefônico baseado em nuvem do Brevo

**Average Rating:** 4.5/5.0

**Total Reviews:** 2,483

#### How Do G2 Users Rate Brevo Marketing Platform?

- **the product tem sido um bom parceiro comercial?:** 8.9/10 (Category avg: 8.9/10)
- **Capacidade de fluxo de trabalho:** 8.5/10 (Category avg: 8.5/10)
- **Contato & Gerenciamento de Contas:** 8.6/10 (Category avg: 8.7/10)
- **Oportunidade & Gerenciamento de Pipeline.:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Brevo Marketing Platform?

- **Vendedor:** [Brevo](https://www.g2.com/pt/sellers/brevo)
- **Website da Empresa:** www.brevo.com
- **Ano de Fundação:** 2012
- **Localização da Sede:** Paris
- **Twitter:** @brevo\_official  
16,032 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb1865e18004827ab2ea39c9799da0a35d0ec34e5b444058766b28b4d23a58f0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbrevo%2F&secure%5Burl_type%5D=linkedin_company_website)  
880 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Fundador
- **Top Industries:** Marketing e Publicidade, Tecnologia da Informação e Serviços
- **Company Size:** 84% Small, 13% Medium

#### What Do G2 Reviewers Say About Brevo Marketing Platform?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários apreciam a **facilidade de uso** do Brevo, achando-o fácil de navegar e gerenciar seus esforços de marketing.
- Os usuários acham que a **configuração fácil** e os recursos de automação da Brevo Marketing Platform melhoram muito sua experiência de marketing por e-mail.
- Os usuários apreciam o **agendamento fácil de campanhas** e os recursos de automação do Brevo, tornando o marketing por e-mail eficiente e eficaz.
- Os usuários apreciam a **interface intuitiva** do Brevo, tornando fácil para os novatos navegar e utilizar efetivamente.
- Os usuários apreciam o **suporte ao cliente responsivo** da Brevo, melhorando sua experiência geral com a plataforma de marketing.

##### Cons

- Os usuários acham os **recursos ausentes** nas limitações de automação e design do Brevo frustrantes para tarefas complexas de marketing.
- Os usuários observam os **recursos limitados** no Brevo, particularmente nas opções de personalização e automação, afetando a funcionalidade.
- Os usuários acham a **curva de aprendizado íngreme** inicialmente, com alguns recursos parecendo pouco intuitivos para iniciantes.
- Os usuários acham que as **opções limitadas de personalização** restringem sua capacidade de criar designs únicos e visualmente atraentes.
- Os usuários acham a Brevo Marketing Platform **cara** , especialmente com o aumento dos custos de SMS e a navegação por níveis de preços complexos.

#### What Are Recent G2 Reviews of Brevo Marketing Platform?

**["Os dados do WooCommerce fluem para o Brevo sem a necessidade de construir outra integração."](https://www.g2.com/pt/survey_responses/brevo-marketing-platform-review-13148712)**

**Rating:** 4.5/5.0 stars

_— Alamgir H._

[Read full review](https://www.g2.com/pt/survey_responses/brevo-marketing-platform-review-13148712)

**["Software de automação de marketing e email marketing que oferece grande valor para empresas em crescimento."](https://www.g2.com/pt/survey_responses/brevo-marketing-platform-review-7612558)**

**Rating:** 5.0/5.0 stars

_— Ana T._

[Read full review](https://www.g2.com/pt/survey_responses/brevo-marketing-platform-review-7612558)

#### What Are G2 Users Discussing About Brevo Marketing Platform?

- [Para que é usado o Sendinblue?](https://www.g2.com/pt/discussions/brevo-marketing-platform-what-is-sendinblue-used-for) - 1 comment, 1 upvote
- [O Sendinblue é gratuito?](https://www.g2.com/pt/discussions/is-sendinblue-free) - 6 comments
- [O que é o email Sendinblue?](https://www.g2.com/pt/discussions/what-is-sendinblue-email) - 1 comment
- [O que é Sendinblue?](https://www.g2.com/pt/discussions/what-is-sendinblue) - 1 comment

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

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

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

Updated March 5, 2025

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

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

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

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

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

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

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

Top Tools at a Glance

| Product | Best for | User Review |
| --- | --- | --- |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image")](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[4.4/5(25,877)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | AI-automated pipeline-to-close CRM workflows | "Salesforce: The Ultimate CRM for Effortless Business Automation" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image")](https://www.g2.com/products/hubspot-sales-hub/reviews)[HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)[4.4/5(13,917)](https://www.g2.com/products/hubspot-sales-hub/reviews) | Pipeline visibility with automated sales sequencing | "Intuitive Interface and Flexible Data Management" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_11df00d92568ecc89d4d15e072df8cc6/pipedrive.png "Product Avatar Image")](https://www.g2.com/products/pipedrive/reviews)[Pipedrive](https://www.g2.com/products/pipedrive/reviews)[4.3/5(3,118)](https://www.g2.com/products/pipedrive/reviews) | Visual sales pipeline with deal-stage automation | "Visual Pipelines, Helpful AI Setup, and Great Value for New CRM Users" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8c3cb6afa6d92fd27b38fff17fda2117/monday-crm.png "Product Avatar Image")](https://www.g2.com/products/monday-crm/reviews)[monday CRM](https://www.g2.com/products/monday-crm/reviews)[4.5/5(1,573)](https://www.g2.com/products/monday-crm/reviews) | Visual pipeline tracking with no-code automation | "Intuitive, User-Friendly CRM That Boosts Daily Productivity" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d9d3ff178178a1f790a9d6114e104471/zoho-crm.png "Product Avatar Image")](https://www.g2.com/products/zoho-crm/reviews)[Zoho](https://www.g2.com/products/zoho-crm/reviews)[4.1/5(2,946)](https://www.g2.com/products/zoho-crm/reviews) | Centralized lead-to-deal pipeline with workflow automation | "Zoho CRM Centralizes Data, Automates Workflows, and Delivers Powerful Insights" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7e6b2b13afd514ead5fa39d91ef608cc/bigin-by-zoho-crm.png "Product Avatar Image")](https://www.g2.com/products/bigin-by-zoho-crm/reviews)[Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews)[4.6/5(876)](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "Bigin’s Simple, Flexible CRM That Streamlines Our Entire Workflow" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f1d919f829e98cf3fab60428e4540e0a/close.png "Product Avatar Image")](https://www.g2.com/products/close/reviews)[Close](https://www.g2.com/products/close/reviews)[4.7/5(2,073)](https://www.g2.com/products/close/reviews) | High-velocity outbound sales with built-in dialer | "Close CRM keeps us sharp, fast, and focused" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_50828ef2b93af30b29edd9061533c3b9/activecampaign.jpg "Product Avatar Image")](https://www.g2.com/products/activecampaign/reviews)[ActiveCampaign](https://www.g2.com/products/activecampaign/reviews)[4.4/5(14,782)](https://www.g2.com/products/activecampaign/reviews) | Behavior-triggered CRM with automation workflows | "Powerful Automations and Reporting That Drive Strategic Decisions" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a22500b967573c02ec2b7eae88da49fc/attio.png "Product Avatar Image")](https://www.g2.com/products/attio/reviews)[Attio](https://www.g2.com/products/attio/reviews)[4.3/5(585)](https://www.g2.com/products/attio/reviews) | Flexible, AI-native pipeline and relationship CRM | "Attio’s Flexible Data Model and Fast UI Make CRM Work Feel Effortless" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d905f0162fb0e2f776fba47437283c20/highlevel.png "Product Avatar Image")](https://www.g2.com/products/highlevel/reviews)[HighLevel](https://www.g2.com/products/highlevel/reviews)[4.6/5(651)](https://www.g2.com/products/highlevel/reviews) | Omnichannel CRM with white-label automation workflows | "Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM" |

* * *

Show More

### CRM Topics

- [CRM software buying insights at a glance](#crm-software-buying-insights-at-a-glance)
- [What is CRM software?](#what-is-crm-software)
- [What are the top reviewed CRM systems on G2?](#what-are-the-top-reviewed-crm-systems-on-g2)
- [CRM software pricing and cost considerations](#crm-software-pricing-and-cost-considerations)
- [Types of CRM software on G2](#types-of-crm-software-on-g2)
- [Top CRM software features rated by G2 reviewers](#top-crm-software-features-rated-by-g2-reviewers)
- [Top CRM software benefits identified by G2 reviewers](#top-crm-software-benefits-identified-by-g2-reviewers)
- [Top CRM systems challenges identified by G2 reviewers](#top-crm-systems-challenges-identified-by-g2-reviewers)
- [What is CRM software used for?](#what-is-crm-software-used-for)
- [Who uses CRM systems?](#who-uses-crm-systems)
- [Common CRM software integrations](#common-crm-software-integrations)
- [What's the best CRM app for small business owners?](#what-s-the-best-crm-app-for-small-business-owners)
- [What CRM is the best for e-commerce platforms?](#what-crm-is-the-best-for-e-commerce-platforms)
- [Future of CRM software](#future-of-crm-software)
- [CRM Software FAQs](#crm-software-faqs)
- [Most Popular FAQs](#most-popular-faqs)
- [Small Business FAQs](#small-business-faqs)
- [Enterprise FAQs](#enterprise-faqs)
- [Sources](#sources)

[
### CRM Topics
 Expand/Collapse ](#)
- [CRM software buying insights at a glance](#crm-software-buying-insights-at-a-glance)
- [What is CRM software?](#what-is-crm-software)
- [What are the top reviewed CRM systems on G2?](#what-are-the-top-reviewed-crm-systems-on-g2)
- [CRM software pricing and cost considerations](#crm-software-pricing-and-cost-considerations)
- [Types of CRM software on G2](#types-of-crm-software-on-g2)
- [Top CRM software features rated by G2 reviewers](#top-crm-software-features-rated-by-g2-reviewers)
- [Top CRM software benefits identified by G2 reviewers](#top-crm-software-benefits-identified-by-g2-reviewers)
- [Top CRM systems challenges identified by G2 reviewers](#top-crm-systems-challenges-identified-by-g2-reviewers)
- [What is CRM software used for?](#what-is-crm-software-used-for)
- [Who uses CRM systems?](#who-uses-crm-systems)
- [Common CRM software integrations](#common-crm-software-integrations)
- [What's the best CRM app for small business owners?](#what-s-the-best-crm-app-for-small-business-owners)
- [What CRM is the best for e-commerce platforms?](#what-crm-is-the-best-for-e-commerce-platforms)
- [Future of CRM software](#future-of-crm-software)
- [CRM Software FAQs](#crm-software-faqs)
- [Most Popular FAQs](#most-popular-faqs)
- [Small Business FAQs](#small-business-faqs)
- [Enterprise FAQs](#enterprise-faqs)
- [Sources](#sources)

## Learn More About CRM Software

### 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/)