Best CRM Software

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monday CRM

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

Average Rating: 4.5/5.0

Total Reviews: 1,840

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 2,236

Category Stats (Oct 2026)

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

Last updated: October 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 126,000+ Authentic Reviews
  • 2,236+ Products
  • Unbiased Rankings

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

G2 Grid® for CRM Software

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

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

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

Salesforce Sales Cloud

Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management

Average Rating: 4.4/5.0

Total Reviews: 26,145

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How Do G2 Users Rate Salesforce Sales Cloud?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Salesforce Sales Cloud?

  • Seller: Salesforce
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • Twitter: @salesforce
    579,511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89,711 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 45% Medium, 34% Large

What Do G2 Reviewers Say About Salesforce Sales Cloud?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Agentforce Sales invaluable for managing customer data and improving productivity.
  • Users value the straightforward flow and comprehensive visibility of Agentforce Sales, enhancing team collaboration and insight.
  • Users value the 360-degree view of customer information, enhancing lead follow-up and closing processes efficiently.
  • Users value the extensive customization options of Agentforce Sales, tailoring it to fit unique business needs effortlessly.
  • Users value the extensive customizability of Agentforce Sales, allowing tailored solutions for unique business needs.
Cons
  • Users find the steep learning curve daunting, struggling with complex setups and mobile UX challenges.
  • Users find limitations in package options and struggle with navigation and security complexities in Agentforce Sales.
  • Users find the missing features in Agentforce Sales hinder their ability to manage complex issues easily.
  • Users find the limited features of Agentforce Sales require time and expertise for effective customization and reporting.
  • Users find the product expensive and suggest improving cost-effectiveness for better business adaptability.

What Are Recent G2 Reviews of Salesforce Sales Cloud?

What Are G2 Users Discussing About Salesforce Sales Cloud?

HubSpot Sales Hub

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: 13,731

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How Do G2 Users Rate HubSpot Sales Hub?

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

Who Is the Company Behind HubSpot Sales Hub?

  • Seller: HubSpot
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Cambridge, Massachusetts, United States
  • Twitter: @HubSpot
    784,270 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17,628 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 intuitive interface of HubSpot Sales Hub, which simplifies navigation and enhances productivity.
  • Users value the excellent lead management provided by HubSpot Sales Hub, enhancing organization and efficiency significantly.
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 significantly limited in customization, hindering efficient outreach and task management.
  • Users find HubSpot Sales Hub to be expensive, especially as costs increase and bugs persist affecting usage.

What Are Recent G2 Reviews of HubSpot Sales Hub?

What Are G2 Users Discussing About HubSpot Sales Hub?

monday CRM

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

Average Rating: 4.5/5.0

Total Reviews: 1,840

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

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Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works

Pipedrive

What is Pipedrive? Pipedrive is a sales CRM for small and medium-sized businesses, built around how salespeople actually work. It brings pipelines, customer context, sales automation, reporting, and AI into one easy-to-use system, without the cost or complexity of an enterprise platform. Reps see what needs attention, prepare for conversations, and follow through. Managers get a shared view of what’s moving, what’s stuck, and where to help. Pipedrive is built by salespeople and used by more than 100,000 companies worldwide. It treats sales as a craft: listening closely, reading the room, and earning trust one conversation at a time. Pipedrive’s approach to AI is to support salespeople, not replace them. Its AI takes on more of the work around selling, while people bring the judgment, empathy, and relationships. 🧑🏽‍💼 Who should use Pipedrive? - Sales reps managing multiple deals at once who want to see which deals need attention without digging through records. - Sales managers building a consistent process across the team and spotting stalled deals early. - Small and mid-sized teams that want an AI CRM that people actually use every day. - Businesses outgrowing spreadsheets or a basic CRM that want pipelines and workflows that scale with them. 💳 Is there a free trial? Yes. Pipedrive offers a free 14-day trial, no credit card required. KEY FEATURES ✅ Pipeline management and sales automation Pipedrive’s visual pipelines show where deals stand and what needs attention. Teams can customize stages, fields, and workflows around how they actually sell. Contacts, emails, and deal history stay connected, so picking up a conversation doesn’t start with a search through five tabs. Email sync, reminders, and automation keep follow-ups on track and repetitive tasks off the to-do list. More than 500 Marketplace integrations connect Pipedrive with other business tools. ✅ Reporting and revenue forecasting Pipedrive’s shared dashboards, customizable reports, and revenue forecasting help managers see what’s working, where deals are slowing down, and who could use support. ✅ Pipedrive Nova: AI meeting intelligence inside the CRM Pipedrive Nova is AI meeting intelligence built into Pipedrive, working around every sales conversation. Before a meeting, Nova prepares a brief from deal history, emails, and past conversations. During the meeting, it records and transcribes, so salespeople can focus on the customer instead of taking notes. Afterward, it summarizes the discussion, highlights next steps, and suggests CRM updates that salespeople review, edit, and approve before anything changes. ✅ AI Sales Assistant: deal summaries, win/loss patterns, and next actions While Nova works around meetings, Pipedrive’s AI Sales Assistant works across deals and pipeline data. It summarizes deals, surfaces patterns in won and lost opportunities, and recommends next actions. Salespeople can get up to speed on a deal quickly, and managers can ask questions about sales data, compare performance, and spot bottlenecks without leaving the CRM. ✅ Pipedrive MCP: connect ChatGPT, Claude, and other AI assistants to your CRM Pipedrive’s Model Context Protocol (MCP) server connects ChatGPT, Claude, and other compatible AI assistants to live CRM data. Teams can find deals, update contacts, and schedule follow-ups through plain-language requests. Existing Pipedrive permissions govern what each assistant can access and change. ✅ Customer conversations: WhatsApp integration and lead capture Pipedrive’s native WhatsApp integration brings messages into the CRM and links conversations to contacts, leads, and deals. The LeadBooster add-on captures leads through web forms, chatbots, and live chat. ✅ Projects: connecting sales and delivery The Pipedrive Projects add-on connects post-sale work to customer and deal history, so delivery teams can pick up where sales left off. AI-generated project briefs bring together commitments, notes, and files from the sales process, while project insights and Gantt timelines help teams track progress, workloads, and deadlines. ✅ Security and permissions: SOC 2, GDPR, and AES-256 encryption Pipedrive is SOC 2 and GDPR compliant. Customer data is protected with AES-256 encryption, 2FA, SAML SSO, and hourly backups. Visibility options and permissions control who can see and edit what, including custom visibility groups and permission sets. Security alerts, security rules, and a device history and audit log add further oversight.

Average Rating: 4.3/5.0

Total Reviews: 4,831

How Do G2 Users Rate Pipedrive?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Pipedrive?

  • Seller: Pipedrive
  • Company Website:
  • Year Founded: 2010
  • HQ Location: New York
  • Twitter: @pipedrive
    14,355 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,124 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Sales Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 74% Small, 22% 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 experience integration issues with Pipedrive, notably missing meeting details in Google Calendar events.
  • Users find Pipedrive expensive, especially the add-ons, making it challenging for solo practices and small businesses.

What Are Recent G2 Reviews of Pipedrive?

What Are G2 Users Discussing About Pipedrive?

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.

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.

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.

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

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

Average Rating: 4.1/5.0

Total Reviews: 2,847

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Zoho CRM is a cloud-based, 360° business management platform that streamlines business processes to deliver better customer experiences. Close deals faster with better visibility at every stage of your sales pipeline, omnichannel connectivity and AI-powered tools.

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How Do G2 Users Rate Zoho CRM?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @Zoho
    137,880 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 62% Small, 33% Medium

What Do G2 Reviewers Say About Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive interface of Zoho CRM, making daily tasks easy and seamless to navigate.
  • Users appreciate the powerful AI features of Zoho CRM, enhancing sales, marketing, and customer support seamlessly.
  • Users appreciate the seamless integrations of Zoho CRM, enhancing collaboration between Marketing and Sales processes effectively.
  • Users appreciate the flexibility and ease of lead management with Zoho CRM's extensive features and integrations.
  • Users appreciate the easy integrations in Zoho CRM, enhancing workflow efficiency and simplifying customer management.
Cons
  • Users experience a challenging learning curve with Zoho CRM, as advanced features can be confusing initially.
  • Users find limited features in Zoho CRM restrict functionality, hindering integration and automation with other systems.
  • Users struggle with integration issues, finding the system inflexible and challenging to automate with non-Zoho tools.
  • Users find Zoho CRM's complexity challenging for beginners, often struggling to locate features and navigate the system.
  • Users often face poor customer support with Zoho CRM, leading to frustration and challenges during critical tasks.

What Are Recent G2 Reviews of Zoho CRM?

What Are G2 Users Discussing About Zoho CRM?

Close

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: 2,097

G2 Deal: 20% off for new Close customers

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. G2 users receive a 20%, one-time discount off first billing cycle for new Close customers. Offer expires December 31, 2026.

Offer expires: 31 December 2026

View this exclusive G2 deal

How Do G2 Users Rate Close?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
  • 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: 8.7/10)

Who Is the Company Behind Close?

  • Seller: Close
  • Company Website:
  • 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
    214 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 77% Small, 19% 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 learning curve steep, with challenges in merging leads and managing custom reports effectively.
  • Users find the limited customization of Close frustrating, particularly for tailored reports and advanced dashboards.

What Are Recent G2 Reviews of Close?

What Are G2 Users Discussing About Close?

Bigin by Zoho CRM

Bigin by Zoho CRM is a simplified, AI-ready customer relationship management (CRM) software designed specifically for small businesses, startups, and customer-facing teams. Trusted by 50,000+ businesses across 150+ countries, Bigin helps small businesses unify all customer-facing operations — marketing, sales, onboarding, delivery, and support and helps manage customer relationships effectively.

Average Rating: 4.6/5.0

Total Reviews: 873

How Do G2 Users Rate Bigin by Zoho CRM?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Bigin by Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @Zoho
    137,880 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 90% Small, 8% Medium

What Do G2 Reviewers Say About Bigin by Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Bigin by Zoho CRM, appreciating its simple setup and user-friendly interface.
  • Users value the simplicity and organization of Bigin by Zoho CRM, making it ideal for small businesses.
  • Users praise the intuitive design of Bigin by Zoho CRM, highlighting its simplicity and ease of navigation.
  • Users value the simplicity of Bigin by Zoho CRM, finding it easy to use and set up for small businesses.
  • Users value the ease of use and management of Bigin by Zoho CRM, appreciating its intuitive interface and functionality.
Cons
  • Users note the lack of advanced features in Bigin by Zoho CRM, limiting automation and integrations.
  • Users find Bigin by Zoho CRM has limited features, lacking advanced automations and connectors for expanded integration.
  • Users experience integration issues with Bigin, finding importing complicated and app integration challenging, particularly for beginners.
  • Users note the limited customization in Bigin, with restricted fields and basic automation options for advanced needs.
  • Users find Bigin by Zoho CRM has limited integrations, hindering connection with other essential applications for smoother workflows.

What Are Recent G2 Reviews of Bigin by Zoho CRM?

What Are G2 Users Discussing About Bigin by Zoho CRM?

ActiveCampaign

ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools.

Average Rating: 4.4/5.0

Total Reviews: 14,284

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How Do G2 Users Rate ActiveCampaign?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind ActiveCampaign?

  • Seller: ActiveCampaign
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Chicago, IL
  • Twitter: @ActiveCampaign
    13,203 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    854 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Health, Wellness and Fitness
  • Company Size: 92% Small, 7% Medium

What Do G2 Reviewers Say About ActiveCampaign?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in ActiveCampaign, appreciating seamless automation and straightforward features for personal tasks.
  • Users love the easy automation programming of ActiveCampaign, streamlining their workflow and enhancing customer communication.
  • Users value the user-friendly email editor and seamless integrations that enhance their marketing efforts effectively.
  • Users love the phenomenal automation features of ActiveCampaign, enhancing email campaigns with effective segmentation and tailored messaging.
Cons
  • Users express concerns about the missing features such as easy form building and custom date triggers.
  • Users find the pricing steep, especially for newer plans, which may be a barrier for some businesses.
  • Users experience a steep learning curve with ActiveCampaign, requiring additional support to navigate its features effectively.
  • Users find the limited features of ActiveCampaign frustrating, particularly in reporting, automation testing, and design flexibility.
  • Users find ActiveCampaign not intuitive, struggling with complicated automations and email creation processes that hinder efficiency.

What Are Recent G2 Reviews of ActiveCampaign?

What Are G2 Users Discussing About ActiveCampaign?

Attio

Attio is the AI CRM for the next era of companies. Built to adapt to any business, Attio gives companies the power to understand every customer, automate at scale, and create go-to-market systems exactly as they need. Thousands of companies, including category-defining AI leaders and startups, use Attio to power their go-to-market. ------------------------ Key features: - AI for how you already work. Ask Attio to find, update, or create in plain English. - Connect your agents to your CRM. Attio's MCP server plugs into any AI tool so your agents can read, write, and act on live customer context. - A CRM that fits your business. Model any GTM motion with our flexible data model, custom objects, and relationships tailored for your team. - Automate the work behind the deal. Powerful workflows route leads, manage deals, and keep your pipeline moving. - Stop chasing stale data. Attio enriches contact and company records automatically, so your team never wastes time on dead emails, outdated titles, or missing context. - Real-time performance. Live dashboards and advanced reporting give revenue teams instant visibility into pipeline, activity, and trends. - Keep the conversation going. Record meetings, generate AI summaries, and sync key insights directly to your CRM. - Connect the tools your team loves. Attio stays in sync across your entire stack with a growing library of integrations and a Developer Platform to create your own. Getting started with Attio is fast. Set up your CRM in minutes by syncing your email and calendar to build a complete system without manual data entry. ------------------------ Join the thousands of companies already using Attio to power their growth. See what Attio can do for you at attio.com

Average Rating: 4.3/5.0

Total Reviews: 597

How Do G2 Users Rate Attio?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Attio?

  • Seller: Attio
  • Company Website:
  • Year Founded: 2019
  • HQ Location: London, GB
  • Twitter: @attio
    12,873 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    196 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 80% Small, 15% Medium

What Do G2 Reviewers Say About Attio?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Attio, enjoying its smooth setup and intuitive customization options.
  • Users value the easy setup of Attio, enabling quick productivity without a steep learning curve.
  • Users love the fantastic customizability of Attio, enabling personalized setups that enhance lead tracking effortlessly.
  • Users value Attio's effective integration with various tools, enhancing productivity and creating a seamless workflow experience.
  • Users love the robust features of Attio, enabling seamless integrations, advanced analytics, and exceptional customer support.
Cons
  • Users struggle with integration issues in Attio, needing more native tool connections and enhanced enrichment features.
  • Users note the missing features in Attio, wishing for enhancements and automations to improve usability and functionality.
  • Users note a steeper learning curve initially, with complexities in setup and flexibility that can be overwhelming.
  • Users find feature issues with email sharing and reporting in Attio, making collaboration and data access difficult.
  • Users find the incomplete information in Attio challenging, especially regarding AI data enrichment and reporting limitations.

What Are Recent G2 Reviews of Attio?

EngageBay

EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle.

Average Rating: 4.6/5.0

Total Reviews: 775

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How Do G2 Users Rate EngageBay?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind EngageBay?

  • Seller: EngageBay Inc
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Wilmington, Delaware
  • Twitter: @engagebay
    16,866 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    54 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Marketing Manager, Marketing Analyst
  • Top Industries: Information Technology and Services, Staffing and Recruiting
  • Company Size: 71% Small, 30% Medium

What Do G2 Reviewers Say About EngageBay?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of EngageBay, which streamlines their workflow and enhances daily productivity.
  • Users value the time-saving automation of EngageBay, enhancing organization and streamlining workflow with integrated tools.
  • Users appreciate the amazing customer support of EngageBay, consistently receiving quick and helpful responses from the team.
  • Users appreciate the seamless integration of CRM, email, and automation features in EngageBay, enhancing their workflow significantly.
  • Users value the sophisticated automation features of EngageBay, enhancing workflow efficiency and simplifying daily operations.
Cons
  • Users find the missing features like email threading and advanced reporting options frustrating and limit usability.
  • Users experience limited features with EngageBay, feeling constraints in mobile functionality and essential support tools.
  • Users find the reporting features limited and lacking detail, affecting their ability to fully utilize EngageBay.
  • Users experience limited customization for key features like landing pages and workflows, hindering their effectiveness.
  • Users note poor reporting capabilities in EngageBay, hindering deeper analysis and advanced customization for specific needs.

What Are Recent G2 Reviews of EngageBay?

What Are G2 Users Discussing About EngageBay?

SAP Sales Cloud

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities

Average Rating: 4.2/5.0

Total Reviews: 892

How Do G2 Users Rate SAP Sales Cloud?

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

Who Is the Company Behind SAP Sales Cloud?

  • Seller: SAP
  • Company Website:
  • Year Founded: 1972
  • HQ Location: Walldorf
  • Twitter: @SAP
    297,052 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    149,349 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Consultant, Associate Consultant
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 45% Large, 36% Medium

What Do G2 Reviewers Say About SAP Sales Cloud?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SAP Sales Cloud, which enhances performance and streamlines their sales processes.
  • Users appreciate the seamless integrations of SAP Sales Cloud, enabling effective usage with other SAP software for enhanced sales management.
  • Users value the detailed analytics of SAP Sales Cloud, which simplifies decision-making and enhances sales performance.
  • Users appreciate the seamless integration of SAP Sales Cloud with other SAP products, enhancing their sales processes effectively.
  • Users value the effective lead management capabilities of SAP Sales Cloud, enhancing sales productivity and customer insights.
Cons
  • Users find the learning curve steep, facing challenges with setup and navigation that hinder user experience.
  • Users face challenges with limited customization in SAP Sales Cloud, impacting efficiency and usability for sales tasks.
  • Users face complexity issues with SAP Sales Cloud, hindering ease of use and requiring extensive training for adoption.
  • Users find SAP Sales Cloud not intuitive, experiencing a steep learning curve and occasional performance lags.
  • Users find the implementation costs to be expensive, raising the overall price beyond many competitors.

What Are Recent G2 Reviews of SAP Sales Cloud?

What Are G2 Users Discussing About SAP Sales Cloud?

HighLevel

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: 638

How Do G2 Users Rate HighLevel?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.0/10)
  • 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: 8.7/10)

Who Is the Company Behind HighLevel?

  • Seller: HighLevel
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Dallas, Texas
  • Twitter: @gohighlevel
    8,862 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,569 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?

What Are G2 Users Discussing About HighLevel?

Mekari Qontak

Mekari Qontak is a leading and expert provider of enterprise Omnichannel CRM technology leveraging scalable API technology. Built on a SaaS model, Qontak enables businesses to rapidly grow their sales, customer service and operations. Our solutions empower businesses using WhatsApp & Instagram, social media, e-commerce, voice calls, KPIs and offline activities within a unified SaaS CRM technology.

Average Rating: 4.7/5.0

Total Reviews: 41

How Do G2 Users Rate Mekari Qontak?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.0/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Mekari Qontak?

  • Seller: Mekari
  • Year Founded: 2015
  • HQ Location: Jakarta Pusat, ID
  • Twitter: @mekaricom
    168 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,724 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 48% Small, 45% Medium

What Do G2 Reviewers Say About Mekari Qontak?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Mekari Qontak impressive, benefiting from its friendly UI/UX for seamless communication.
  • Users value the seamless integration with WhatsApp Business API, enhancing customer communication and workflow efficiency.
  • Users appreciate the user-friendly interface of Mekari Qontak, simplifying chat management and enhancing overall usability.
  • Users commend the responsive and dependable customer support of Mekari Qontak, ensuring smooth implementation and issue resolution.
  • Users appreciate the intuitive interface of Mekari Qontak, enhancing usability and making remote work seamless.
Cons
  • Users find the complex setup of Mekari Qontak's advanced reports time-consuming, though insights are valuable post-configuration.
  • Users experience connectivity issues with Mekari Qontak, leading to delays in account activation on multiple devices.
  • Users note that expertise is required to configure advanced custom reports effectively for actionable insights.
  • Users find the incomplete information in Mekari Qontak's reports limits their ability to analyze campaign performance effectively.
  • Users experience integration issues with WhatsApp Business, limiting its use solely to Qontak platforms.

What Are Recent G2 Reviews of Mekari Qontak?

What Are G2 Users Discussing About Mekari Qontak?

Brevo

Brevo is a CRM and marketing platform built in Europe, headquartered in Paris and used by over 600,000 businesses worldwide. With Brevo, you run email, SMS, WhatsApp, push and live chat from one account, with your contacts, deals and customer data in a built-in CRM. Brevo hosts customer data on servers in France and Germany, is ISO 27001 certified and works to GDPR standards. If your customers are in Europe, so is their data. Brevo is built for small and mid-sized teams with big plans and little time for complicated software. You start free with up to 300 emails a day, build newsletters and automations with drag and drop, and bring in Aura AI for copy, segments and send times as you grow. Brevo reports 99% email deliverability, backed by an in-house deliverability team. Support is available in six languages on every plan, including the free one. Brevo was formerly known as Sendinblue. What you can do with Brevo: - Run campaigns across email, SMS, WhatsApp, web and mobile push, and Mobile Wallet with the Brevo Marketing Platform - Send order confirmations, password resets and alerts by email, SMS or WhatsApp with Brevo Transactional Email, over SMTP or API with official SDKs in 7 programming languages - Merge data from your store, CRM and offline sources into one customer profile with the Brevo Customer Data Platform - Answer live chat, chatbot, WhatsApp, Instagram and Facebook messages from one inbox, and take calls, with Brevo Conversations - Manage pipelines, deals, meetings and call recordings with the Brevo Sales Platform - Reward repeat customers with points, tiers and digital loyalty cards with Brevo Loyalty Start for free: https://www.brevo.com/products/marketing-platform/ Get a custom quote: https://www.brevo.com/enterprise/contact-us/

Average Rating: 4.5/5.0

Total Reviews: 2,609

How Do G2 Users Rate Brevo?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Brevo?

  • Seller: Brevo
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Paris
  • Twitter: @brevo_official
    16,032 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    880 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 84% Small, 13% Medium

What Do G2 Reviewers Say About Brevo?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Brevo, finding it straightforward to navigate and manage their marketing efforts.
  • Users appreciate the easy campaign scheduling and automation features of Brevo, making email marketing efficient and effective.
  • Users appreciate the convenient and efficient email marketing features of Brevo, making automation and scheduling a breeze.
  • Users find Brevo Marketing Platform's easy setup and automation features greatly enhance their email marketing experience.
  • Users appreciate the simplicity of Brevo, noting its ease in creating effective marketing campaigns without complexity.
Cons
  • Users find the missing features in Brevo's automation and design limits frustrating for complex marketing tasks.
  • Users note the limited features in Brevo, particularly in customization and automation options, affecting functionality.
  • Users find the limited customization options restrict their ability to create unique and visually appealing designs.
  • Users find the learning curve steep initially, with some features feeling unintuitive for beginners.
  • Users find Brevo Marketing Platform expensive, especially with rising SMS costs and navigating complex pricing tiers.

What Are Recent G2 Reviews of Brevo?

What Are G2 Users Discussing About Brevo?

Oracle Sales Cloud

Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance. The key elements of Oracle Sales Cloud's SFA solution are vast. They include: • Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools • A comprehensive partner relationship management offering to manage channel sales and partner management • Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation • Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence • A customer data management system to ensure clean, consolidated and complete customer information. With rich functional capabilities and a comprehensive feature set, Oracles Sales Cloud provides a more modern approach to sales execution.

Average Rating: 3.9/5.0

Total Reviews: 143

How Do G2 Users Rate Oracle Sales Cloud?

  • Has the product been a good partner in doing business?: 7.1/10 (Category avg: 9.0/10)
  • Workflow Capability: 7.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Oracle Sales Cloud?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 48% Large, 38% Medium

What Do G2 Reviewers Say About Oracle Sales Cloud?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless integration of Oracle Sales Cloud with other Oracle systems, enhancing visibility and efficiency.
  • Users praise the feature richness of Oracle Sales Cloud for enhancing sales processes and improving data management.
  • Users appreciate the user-friendly interface of Oracle Sales Cloud, praising its ease of use and excellent support.
  • Users find the responsive customer support of Oracle Sales Cloud essential for smooth operations and effective assistance.
  • Users find Oracle Sales Cloud to be very easy to use, appreciating its simple interface and mobile accessibility.
Cons
  • Users face a steep learning curve with Oracle Sales Cloud, making it difficult for new users to adapt quickly.
  • Users find the high complexity of Oracle Sales Cloud challenging, particularly for new users and larger datasets.
  • Users find the interface not user-friendly, creating challenges in navigation and affecting overall adoption rates.
  • Users experience slow performance with Oracle Sales Cloud, particularly when handling large datasets and complex reports.
  • Users experience limited data availability and unpredictable behavior when uploading JPEG files in Oracle Sales Cloud.

What Are Recent G2 Reviews of Oracle Sales Cloud?

What Are G2 Users Discussing About Oracle Sales Cloud?

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

Learn More About CRM Software

CRM software buying insights at a glance

  • What is CRM software? CRM software centralizes customer information, tracks sales opportunities, and manages interactions across the customer lifecycle.
  • Who uses CRM software? Small businesses account for 59% of G2's 2026 CRM reviewers, followed by mid-market companies (30%) and enterprises (11%), with users spanning technology, marketing, financial services, and other industries.
  • What are the key features? Contact and account management (90%), lead management (89%), and task and activity management (88%) are among the highly rated CRM capabilities in G2's Fall 2026 Grid® Report.
  • What are the key benefits? G2 reviewers highlight better customer visibility, less manual administrative work, improved revenue forecasting, and easier team onboarding.
  • What are the common challenges? Reviewers report steep learning curves, rising subscription costs, complex customization, reporting limitations, and inconsistent AI capabilities.
  • What are the top-reviewed CRM software? Salesforce Sales Cloud (99), HubSpot Sales Hub (96), Pipedrive (88), monday CRM (83), and Zoho CRM (81) lead by G2 Score in the Fall 2026 Grid® Report.
  • What is the CRM software cost? Entry-level paid plans among ten leading products range from approximately $7 to $29 per user per month, depending on billing terms, with free plans and higher-priced enterprise options also available.
  • What is the implementation time? CRM implementation averages approximately 1.7 months across ten leading products, ranging from 0.8 months for Close to 4.7 months for Salesforce Sales Cloud.

What is CRM software?

Customer relationship management (CRM) software helps businesses organize customer information, manage interactions, and track relationships throughout the sales and customer lifecycle. CRM systems bring contact records, communication history, sales opportunities, and follow-up activities into one place, reducing the need to manage customer information across disconnected tools.

CRM software reviewers on G2 most commonly use these solutions for lead tracking and qualification, workflow automation, centralizing contact and account records, and forecasting revenue from pipeline-stage data. For a ranked look at the best CRM software by G2 Score, see G2’s dedicated rankings article.[1]

Who uses CRM software?

CRM software serves businesses of all sizes, although smaller organizations account for a significant share of G2 reviewers in 2026:

  • By business size: 59% come from small businesses (50 or fewer employees), 30% from mid-market companies, and 11% from enterprises.[1] CRM adoption is heavily weighted toward smaller teams rather than large organizations. The split sharpens at the product level too: among the Fall 2026 Grid® Report’s five highest-reviewed platforms, Salesforce Sales Cloud skews enterprise (33% of its reviewers), while monday CRM (77% small business) and Pipedrive (73%) skew heavily SMB.[2]
  • By industry: Information technology and services, computer software, marketing and advertising, and financial services are the four most common reviewer industries. Construction and real estate also appear consistently further down the list, reflecting CRM’s reach into industries with field sales and long sales cycles beyond traditional tech buyers.
  • By profession: Reviewers split almost evenly between hands-on users and administrators: 46% identify as a “User” and 37% as an “Administrator,” with consultants, executive sponsors, and agencies making up the remainder. CRM buying and evaluation is shared between day-to-day sales reps and the people who configure and maintain the system, rather than sitting with one group alone.

What are the key features of CRM software rated by G2 reviewers?

These are the six highest-rated features across every CRM product tracked in G2’s Fall 2026 Grid® Report, ranked by the average feature score reviewers give each one on G2.[2]

  • Contact and account management (90%): Stores customer and prospect records, contact details, and account history in one place.
  • Performance and reliability (89%): Helps teams access customer information and use the CRM consistently without frequent interruptions or technical issues.
  • Lead management (89%): Captures, qualifies, and assigns leads so sales teams can manage potential customers throughout the sales process.
  • Task and activity management (88%): Schedules follow-ups, assigns deadlines, and records sales activities against contacts or deals.
  • Opportunity and pipeline management (88%): Tracks deals through different sales stages, helping teams monitor progress from initial contact to closing.
  • Dashboards (88%): Displays pipeline activity, sales performance, and other key metrics in an easy-to-read format.

For the CRM features G2 users rely on most in daily use, based on a full year of review data, see G2’s deeper feature breakdown.

What are the key benefits of CRM software identified by G2 reviewers?

Based on 2026 G2 reviews pulled across the category’s top platforms (HubSpot Sales Hub, monday CRM, and others), these are the outcomes reviewers credit most:[1]

  • Ends fragmented customer data across spreadsheets and inboxes. Reviewers across both SMB and enterprise tiers describe moving from personal inboxes, disconnected spreadsheets, and sticky notes to one shared, searchable customer record that the whole team can see.

“It has allowed our business to integrate a complete sales cycle and build a contact database that never existed before. We’ve gone from relying on Google Contacts and working out of an inbox to having all of our customer information in one place.” - Jasper T, Client Relationship Director

  • Cuts manual administrative work through automation. Reviewers credit automated follow-ups, reminders, and data entry with freeing up hours each week that previously went to admin rather than selling or client work.

“Email tracking, templates, and sequences save a lot of time on outreach and follow-ups, and the built-in meeting scheduler makes booking calls simple. Having sales, marketing, and contact history in a single CRM provides a clear view of every prospect.” - Div G., Lead Sales Development

  • Sharpens forecasting and revenue visibility for leadership. Staged pipeline tracking gives managers and executives a real-time read on deal risk and revenue timing, replacing guesswork pulled from scattered notes.

“The full 360 customer view through the Sales Cloud is really beneficial. I also appreciate the reports and dashboards, which can be scheduled daily, weekly, or monthly, giving executives and the board a quick glance at the business status and allowing them to see any risky opportunities that need attention.” - Nazu C., Small Business

  • Shortens onboarding and speeds team-wide adoption. Reviewers repeatedly point to intuitive interfaces and built-in tutorials getting new hires productive without dedicated training or an implementation partner.

“Onboarding was simple and mostly delivered through built-in tutorials rather than the need for anybody specifically designated to us. I've never had to call the support team. Software performance has been superb. I've not had any problems at all within the 2 years of use.” - Lee H., Director

What are the main challenges of CRM software identified by G2 reviewers?

Based on 2026 G2 reviews across the category, these are the most recurring challenges or limitations, along with what buyers can do about each:[1]

1. Steep learning curve and feature overload. Reviewers across both enterprise platforms (Salesforce Sales Cloud) and SMB tools (HubSpot, monday CRM) describe feeling overwhelmed by the number of configuration options, workflows, and settings before becoming productive. 

“While Salesforce Sales Cloud is a powerful platform, it has a fairly steep learning curve, especially for new users. Some tasks may require multiple clicks or feel more complex than necessary, and customizing workflows or reports often requires additional training or administrative support.” - Javiera I., Paid Media Strategist

  • 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 tackle the challenge: Prioritize vendor onboarding resources and phased feature rollout over launching every capability on day one.

2. Costs climb quickly with tiers, add-ons, and seats. Reviewers flag that advanced features (custom reporting, forecasting, deeper automation) are often locked behind higher-priced tiers, and seat pricing can force buyers into bundles larger than they need. 

“Pricing is the biggest frustration. It’s annoying that, unless you get in touch, there’s no way to buy packages in anything other than intervals of five. Because budgets are tight, this has genuinely restricted who I allow to use the platform, since I can’t justify purchasing seats we won’t use.” - Adam T., Operations Director

  • 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 tackle the challenge: Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth.

3. Customization becomes an ongoing maintenance burden. The same flexibility reviewers praise also means dashboards, fields, and automation rules drift out of sync without dedicated oversight, especially as more teams and processes get added. 

“The complexity created by having so much customization can be a real challenge. What makes the product strong can also feel like a burden at times. With so many customization options, it’s easy for things to become overwhelming, and it can take a significant effort to administer and manage effectively.” - Jerome P., Global Salesforce Administrator

  • Ask your CRM vendor: How much ongoing administration does deep customization typically require? Do you offer governance tools (audit logs, change tracking, sandbox testing) to manage customizations as they accumulate?
  • How to tackle the challenge: Budget for an internal CRM admin or ongoing consultant time, not just the initial setup cost.

4. Reporting and dashboard customization feel restrictive at lower tiers. Several reviewers want more flexible report-building and dashboard options than their current plan allows. 

“Reporting and dashboard customization feel restrictive unless you upgrade to the higher-tier plans. Deeper data insights and custom metrics require more flexibility.” - Ganesh G., ServiceNow Senior Technical Consultant

  • Ask your CRM vendor: Which reporting and dashboard features are gated behind higher tiers? Can we see a sample of the custom reports available on the plan we’re evaluating?
  • How to tackle the challenge: Check which reporting features are gated behind higher tiers before committing, especially if you expect to need custom metrics or deeper data exports.

5. AI features are inconsistent and hard to evaluate. Reviewers on multiple platforms describe AI recommendations as unreliable, unclear on cost (credits consumed per use), or easily replicated manually. 

“Also, Pipedrive doesn’t have native territory routing as larger CRMs do, and the AI Sales Assistant's recommendations weren’t useful. I’m also not very confident about the AI side overall (data handling, controls, clarity on AI vs rules-based, and ability to override/turn off).” - Shashank S. Analyst

  • Ask your CRM vendor: How is AI usage priced, and is it included in our plan or billed separately on a per-credit or per-conversation basis? Can we trial the AI features with our own data before committing?
  • How to tackle the challenge: Pilot AI features during a trial period before factoring them into your ROI case, rather than assuming they’ll deliver time savings out of the box.

What are the best CRM software solutions on G2?

The following five CRM platforms rank highest by G2 Score in G2's Fall 2026 Grid® Report.[2]

  1. Salesforce Sales Cloud: Satisfaction 99, Market Presence 99, G2 Score 99, NPS 57. Reviewers value its ability to centralize the entire sales process, from prospecting to post-sale, with AI-assisted automation and deep customization for complex enterprise workflows.
  2. HubSpot Sales Hub: Satisfaction 99, Market Presence 93, G2 Score 96, NPS 60. Reviewers consistently cite fast team adoption and built-in email tracking and sequencing that cuts administrative work.
  3. Pipedrive: Satisfaction 99, Market Presence 78, G2 Score 88, NPS 57. Reviewers value its simple, visual pipeline that small sales teams can set up quickly and stick with day to day.
  4. monday CRM: Satisfaction 89, Market Presence 78, G2 Score 83, NPS 70, the highest NPS in this group. Reviewers highlight flexible, no-code automation and dashboards that give small and mid-sized teams real-time visibility without heavy admin overhead.
  5. Zoho CRM: Satisfaction 81, Market Presence 82, G2 Score 81, NPS 37. Reviewers point to its broad feature set, pipeline management, automation, and an AI assistant, at a price point that suits budget-conscious small and mid-size teams.

G2’s research scoring methodology defines each score as follows: Satisfaction reflects overall customer satisfaction, and Net Promoter Score® (NPS) from G2 reviews, normalized within the category; Market Presence combines 15 metrics covering company size, web presence, and social reach; G2 Score is the average of the two. NPS measures how likely reviewers are to recommend the product to others, on a scale from -100 to 100.

How much does CRM software cost?

CRM software pricing depends on the number of users, features, and billing model. Among the ten leading products in G2's Fall 2026 Grid® Report, advertised entry-level paid plans range from approximately $7 to $29 per user per month for seat-based subscriptions, depending on billing frequency. Free CRM solutions are also available, while advanced plans and enterprise deployments can cost considerably more.[3]

The most common pricing models include:

  • Free plans: CRM solutions like HubSpot Sales Hub, Zoho CRM, Bigin by Zoho CRM, and Attio offer free versions with limits on users, features, or usage.
  • Per-user subscriptions: For example, Bigin by Zoho CRM starts at $7 per user per month with annual billing, Zoho CRM at $14 with annual billing, HubSpot Sales Hub at $20 per seat per month, and Pipedrive at $24 per user per month with monthly billing.
  • Flat-fee and usage-based subscriptions: For example, HighLevel starts at $97 per month, while ActiveCampaign offers plans starting at $15 per month, with pricing influenced by contact volume and selected features.
  • Advanced and enterprise plans: Higher tiers typically provide more automation, reporting, customization, and administrative controls. For example, HubSpot Sales Hub Enterprise is listed at $150 per seat per month, while Close's Scale plan costs $139 per seat per month. Some enterprise CRM platforms require custom quotes.

Top-tier pricing varies far more widely: most platforms top out between $40 and $150/user/month (Zoho Ultimate $52, HubSpot Enterprise $150, Close Enterprise $139), but Salesforce’s AI-forward Agentforce 1 Sales tier reaches $550/user/month, the clear outlier in this group.

What drives cost: Subscription costs increase with additional users, advanced automation, sales forecasting, integrations, and AI capabilities. Some CRM platforms also charge for onboarding, data migration, or additional usage. Buyers should check which features are included in each plan and whether separate fees apply.

Return on investment: G2's Fall 2026 Grid data shows an average estimated payback period of approximately 9 months across the ten leading CRM products evaluated. Bigin by Zoho CRM, Close, and Attio have the shortest estimated payback periods at 6 months, while Salesforce Sales Cloud has the longest at 15 months. These figures reflect reported payback estimates rather than guaranteed returns.

How can businesses compare pricing across CRM software and choose the most cost-effective option?

  • Treat the advertised entry price as a floor, not a budget. Sequences, workflows, forecasting, and custom reporting are routinely locked behind high-end pricing plans, so the realistic starting cost for a functional sales process is usually one tier above the headline number.
  • If AI features matter to your decision, price them separately. Several vendors (such as Salesforce and monday CRM) meter AI usage through credits or per-conversation charges on top of the seat price, which can make the effective cost unpredictable until you’ve used the product for a billing cycle.

Pricing disclaimer: The pricing details are accurate as of October 2026 and may change over time. For the most up-to-date pricing, plans, and features, refer to the official product websites.

How long does it take to implement CRM software?

CRM software takes an average of 1.7 months to implement, based on the top 10 products in G2's Fall 2026 Grid® Report. Implementation times range from 0.8 months for Close to 4.7 months for Salesforce Sales Cloud, depending on the platform and deployment requirements.[2]

G2's implementation data shows notable differences across CRM platforms:

  • Faster implementations: Close (0.8 months), Pipedrive (0.9 months), Attio (1 month), and Bigin by Zoho CRM (1.1 months) have some of the shortest reported implementation times.
  • Moderate implementations: ActiveCampaign (1.3 months), Zoho (1.6 months), HighLevel (1.7 months), HubSpot Sales Hub (1.8 months), and monday CRM (1.9 months) typically take longer to deploy.
  • Longer implementations: Salesforce Sales Cloud averages 4.7 months, the longest among these ten CRM solutions.

Implementation requirements can vary with data migration, workflow customization, integrations, user training, and the number of teams involved. Organizations should evaluate these requirements before selecting a CRM system, particularly when replacing an existing platform or coordinating a large deployment.

Buyer tip: Ask vendors for an implementation timeline covering data migration, configuration, integrations, and employee onboarding. A shorter deployment period is useful, but the CRM must also support the team's requirements after launch.

What are the types of CRM software?

CRM software comes in different forms depending on the customer relationships and business processes it supports. The main types include:

  • Sales automation CRM: Helps sales teams manage leads, track deals, and automate routine sales activities. Suitable for businesses with structured sales pipelines.
  • Analytical CRM: Uses customer data, reporting, and predictive insights to identify trends and support sales decisions. Useful for organizations managing large volumes of customer information.
  • Industry-specific CRM: Supports specialized workflows in sectors such as real estate CRM, financial services CRM, construction CRM, mortgage CRM software, legal CRM software, PR CRM software, and nonprofit CRM.
  • Social CRM: Connects customer interactions across social channels, helping businesses manage conversations and engagement.
  • All-in-one CRM: Combines sales, marketing, and customer service capabilities in one platform. Suitable for teams that want fewer separate applications.
  • Standalone CRM: Focuses on core customer and sales management without requiring a broader software suite. Useful for smaller teams with straightforward requirements.

Many CRM platforms combine several of these approaches, so buyers should compare capabilities rather than rely on product labels alone. For a closer look at the different types of CRM software, see G2’s full breakdown of each subtype.

What does CRM software integrate with?

Based on 2026 G2 reviews for CRM software solutions, the most commonly mentioned integrations fall into a few categories:[1]

  • Email and calendar tools: Gmail, Outlook, and Google Workspace are the integrations reviewers mention most often, since email tracking and meeting scheduling depend on them.
  • Team collaboration: Slack and Microsoft Teams come up repeatedly for notifications and AI-generated call summaries.
  • Marketing automation platforms: Mailchimp, LinkedIn, and Zapier/Make.com appear frequently for syncing leads and campaign data into the CRM.
  • Project management tools: Jira shows up often among reviewers who connect sales handoffs to delivery or engineering work.
  • Finance and accounting: Xero is mentioned by smaller teams linking deals to invoicing.
  • Messaging: WhatsApp integration is called out specifically by reviewers on customer-facing sales teams.

Most CRM platforms in this category offer 500+ marketplace integrations, but the ones above are what reviewers actually use day to day. Buyers should check whether integrations support two-way data synchronization, which features are available on their selected plan, and whether additional setup or third-party connectors are required.

How to choose CRM software?

Choosing the right CRM software starts with understanding the team's size, sales processes, technical resources, and budget. G2's Fall 2026 Grid® Report highlights differences in customer segments, implementation times, and product capabilities that buyers should consider when comparing CRM solutions. See G2’s broader guide to choosing CRM software and tools for additional context, and compare the key selection criteria below. Key selection criteria include:

  • Match the CRM to company size and sales complexity: Small businesses account for 77% of monday CRM's customer distribution and 73% of Pipedrive's, while enterprises represent 33% of Salesforce Sales Cloud's distribution. Compare these patterns with the team's requirements for customization, reporting, and administration rather than selecting a platform based on features alone. Buyers can also browse G2’s segment-specific rankings directly: Best Small Business CRM Software, Best Mid-Market CRM Software, and Best Enterprise CRM Software.
  • Balance implementation speed with customization needs: Average implementation times range from 0.8 months for Close to 4.7 months for Salesforce Sales Cloud among the ten leading products. Teams prioritizing quick deployment should evaluate setup requirements, data migration, and integrations before choosing a platform.
  • Compare the cost of the features actually needed: Advanced automation, forecasting, and custom reporting may require higher subscription tiers. Check which plan supports the team's workflows and account for additional users, integrations, onboarding, and AI usage costs.
  • Evaluate ongoing administration requirements: Highly customizable CRM systems may require additional configuration and maintenance. Determine whether the team can manage workflows, permissions, and data quality internally or needs dedicated administrative support.
  • Test AI capabilities with real sales workflows: AI-assisted lead scoring, forecasting, and automation can vary by platform and subscription tier. Use product trials or demonstrations to evaluate accuracy, usefulness, and potential additional costs before factoring AI into expected returns.
  • Verify integration compatibility: Check whether the CRM connects with existing email, calendar, marketing, collaboration, and project management tools. Confirm whether integrations support the required data synchronization and whether additional connectors or paid plans are necessary.

Recommendations by buyer type:

  • Small businesses (50 or fewer employees): Prioritize CRM platforms with straightforward setup, manageable pricing, and essential sales capabilities. Pipedrive, monday CRM, and Bigin by Zoho CRM are worth evaluating for teams that need pipeline visibility without extensive configuration.
  • Mid-market companies (51 to 1,000 employees): Look for CRM systems that balance usability with workflow automation, reporting, and cross-team collaboration. HubSpot Sales Hub and Zoho CRM offer capabilities worth comparing as sales processes become more complex.
  • Enterprises (more than 1,000 employees): Prioritize CRM platforms with extensive customization, access controls, advanced reporting, and enterprise integrations. Salesforce Sales Cloud is a relevant option for organizations managing complex sales operations, although its longer reported implementation time should be factored into planning.

What are the most frequently asked questions about CRM software?

Got more questions? Here are the answers:

Q. Which CRM is most trusted by sales operations managers based on user reviews? 

Salesforce Sales Cloud, HubSpot Sales Hub, and Pipedrive are strong options to compare. In G2's Fall 2026 Grid® Report, they rank among the five highest-scoring CRM platforms, with G2 Scores of 99, 96, and 88, respectively. These scores combine customer satisfaction and market presence, rather than measuring trust specifically among sales operations managers.

Q. Which CRM platforms are most reliable according to early-stage SaaS founders?

Pipedrive and monday CRM are relevant options for early-stage SaaS companies evaluating CRM reliability. Both have substantial small-business representation, at 73% and 77%, respectively. Their G2 Satisfaction scores are 99 and 89. However, reliability rankings specifically from early-stage SaaS founders require review-level evidence beyond these overall scores.

Q. What is the highest-rated CRM for sales teams seeking zero-admin implementations and rapid deployment?

Close and Pipedrive combine high satisfaction with short implementation times. Close has a Satisfaction score of 96 and averages 0.8 months to go live, while Pipedrive scores 99 and averages 0.9 months. G2 Data also shows that 73% of Close implementations and 82% of Pipedrive implementations are handled in-house, although neither figure indicates that deployment requires no administration.

Q. Which CRM software do sales teams keep using well past initial rollout?

Close has the highest average user adoption rate among the ten leading CRM products in G2's Fall 2026 Grid, at 84%. Attio follows at 74%, Pipedrive at 73%, and Salesforce Sales Cloud at 72%. These figures indicate reported adoption levels, but do not independently measure retention several months after implementation.

Q. Which CRM systems integrate seamlessly with Gmail and drive team adoption?

HubSpot Sales Hub and Pipedrive support Gmail integration for connecting email activity with CRM records. Their average user adoption rates in G2's Fall 2026 Grid are 71% and 73%, respectively. Buyers should test email synchronization, activity logging, and workflow compatibility, since the Grid does not establish whether Gmail integration directly improves adoption.

Q. Which CRM platforms do sales managers at companies under fifty people consistently adopt without pushback?

HighLevel, ActiveCampaign, and Bigin by Zoho CRM have the largest small-business customer shares among the ten leading CRM products, at 94%, 91%, and 90%, respectively. For reported user adoption, Close leads the same group at 84%. These metrics help identify products used by smaller organizations, although they do not directly measure employee resistance during rollout.

Q. Which CRM platforms significantly reduce administrative overhead while improving deal visibility?

HubSpot Sales Hub, monday CRM, and Pipedrive offer workflow automation and pipeline management capabilities that can help teams organize deals and reduce repetitive activities. Buyers should compare automation limits, ease-of-administration ratings, and recent reviews to assess potential time savings. The Grid does not quantify administrative hours saved by each platform.

Q. What are the top CRM solutions with collaboration features and mobile access for remote sales teams?

HubSpot Sales Hub, monday CRM, and Zoho CRM offer collaboration capabilities and mobile access for managing customer information outside the office. These CRM solutions support shared sales records and team workflows, although available mobile and collaboration features differ by product and plan. Buyers should compare G2's Mobile User Support and Social Collaboration feature ratings before making a choice.

Q. What is the best CRM software for maintaining customer visibility without administrative overhead?

Pipedrive and Bigin by Zoho CRM are useful options for teams prioritizing straightforward contact and pipeline management. Their average implementation times are 0.9 and 1.1 months, respectively, according to G2's Fall 2026 Grid. These relatively short deployments make them worth evaluating, but ongoing administrative effort should be checked separately through ease-of-administration scores and reviews.

Q. What are the best CRM platforms for teams needing quick deployment and live implementation?

Close, Pipedrive, Attio, and Bigin by Zoho CRM have the shortest average implementation times among the ten leading CRM products. Close averages 0.8 months, Pipedrive 0.9 months, Attio 1 month, and Bigin 1.1 months. Actual timelines depend on data migration, integrations, customization, and onboarding requirements.

Q. What is the typical ROI payback period for CRM software?

The ten leading CRM platforms in G2's Fall 2026 Grid have an average estimated payback period of approximately 9 months. Bigin by Zoho CRM, Close, and Attio have the shortest estimated payback periods at 6 months each, while Salesforce Sales Cloud has the longest at 15 months. These are product-level estimates and do not represent guaranteed returns or a category-wide average.

Q. Is there a free CRM software option?

Yes. HubSpot Sales Hub, Zoho CRM, Bigin by Zoho CRM, and Attio offer free plans with limits on users, features, or usage. These options can help smaller teams begin managing contacts and sales activities without an initial subscription fee. Advanced automation, reporting, and additional capacity may require paid plans.

Q. Does CRM software require coding or technical skills to set up?

Not necessarily. Many CRM platforms, including monday CRM and Pipedrive, provide visual configuration and no-code workflow tools. G2's Fall 2026 Grid shows that 85% of monday CRM implementations and 82% of Pipedrive implementations are handled in-house. However, in-house implementation does not necessarily mean no technical expertise is required, particularly for complex integrations or data migration.

Q. What is the most reliable CRM for enterprise sales teams managing complex, multi-team processes?

Salesforce Sales Cloud is a strong option for enterprises managing complex sales operations. In G2's Fall 2026 Grid® Report, enterprise customers account for 33% of its customer distribution, the highest among the five leading CRM platforms. Its customization, workflow automation, and integration capabilities support sales processes involving multiple teams and departments.

Q. What CRM software best supports enterprise-level customization and governance as sales processes scale?

Salesforce Sales Cloud is worth considering for organizations requiring extensive customization, role-based permissions, and standardized sales workflows. It allows enterprises to configure sales processes and manage access across teams. However, complex configurations may require dedicated administrators to maintain workflows, permissions, and data quality as the organization grows.

Sources

  1. G2 CRM review data, 2026. Review findings are based on verified CRM software user reviews published in 2026. The review dataset is used to identify common benefits, challenges, integration experiences, and customer use cases. Individual review quotations should be verified against their original G2 review records. For more details, read G2’s full scoring methodology.
  2. G2’s Fall 2026 Grid® Report for CRM Software. Source for product rankings, Satisfaction, Market Presence, G2 Score, NPS, feature ratings, customer-size distributions, implementation time, user adoption, and estimated ROI payback periods.
  3. For the “How much does CRM software cost?” section, we selected the top 10 products from G2’s Grid Report based on G2 Score and reviewed their publicly available pricing. We then calculated the average pricing and analyzed common pricing models and price ranges to develop the section.

Data as of October 2026.