# Best Enterprise CRM Software

## How Many CRM Software Products Does G2 Track?

**Total Products under this Category:** 1,543

### Category Stats (Aug 2026)

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

_Last updated: August 01, 2026_

## How Does G2 Rank CRM Software Products?

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

- 30 Analysts and Data Experts
- 122,400+ Authentic Reviews
- 1,543+ Products
- Unbiased Rankings

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

## G2 Grid® for CRM Software
 ![G2 Grid® for CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/crm/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=509&focus%5B%5D=576&focus%5B%5D=464&focus%5B%5D=1174041&focus%5B%5D=1816&focus%5B%5D=1934)

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, SAP Sales Cloud, Zoho CRM, Oracle Sales Cloud, monday CRM, Bitrix24, 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=sap-sap-sales-cloud&focus%5B%5D=zoho-crm&focus%5B%5D=oracle-sales-cloud&focus%5B%5D=monday-crm&focus%5B%5D=bitrix24&focus%5B%5D=activecampaign&segment=enterprise)

**Sponsored**

### Coevera

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=179&secure%5Bchosen_at%5D=2026-08-22T10%3A44%3A22Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1841&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%3Fsegment%3Denterprise&secure%5Btoken%5D=451749dbf6f8d7af9c4603f75d12ddac6ea2339ec5129dfc1d5c43e12f25294f&secure%5Burl%5D=https%3A%2F%2Fwww.coevera.com%2Fpricing&secure%5Burl_type%5D=paid_promos)

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

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:** 24,693

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

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

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

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** www.salesforce.com
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce  
579,511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website)  
83,223 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 46% Medium, 34% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- 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 **centralized customer data** of Salesforce Sales Cloud, enhancing insights and streamlining sales workflows efficiently.
- Users appreciate the **seamless integration capabilities** of Agentforce Sales, enhancing workflow and connecting with internal systems effortlessly.

##### 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 **complexity** of Agentforce Sales to be overwhelming, especially with deep configurations and numerous options.
- Users find Salesforce Sales Cloud **highly complex** , especially during initial setup and customization, which can be time-consuming.
- Users find the product **expensive** and suggest improving cost-effectiveness for better business adaptability.

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

**["Agentforce Sales Centralizes Customer Data with Powerful Dashboards and Automation"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13227740)**

**Rating:** 4.0/5.0 stars

_— Javiera I._

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

**["Salesforce: The Ultimate CRM for Effortless Business Automation"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12156297)**

**Rating:** 4.0/5.0 stars

_— Akash S._

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

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

- [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments
- [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 8 comments
- [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments
- [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment
- [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments

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

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 13,312

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Taryn Q._

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

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

**Rating:** 4.5/5.0 stars

_— Alexa P._

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

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

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

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

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:** 889

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

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10)
- **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: 8.6/10)

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

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Company Website:** www.sap.com
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP  
297,052 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website)  
141,955 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 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.
- Users value the **detailed analytics** of SAP Sales Cloud, which simplifies decision-making and enhances sales performance.

##### 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?

**["High volume task handler"](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)**

**Rating:** 4.5/5.0 stars

_— Carlos Q._

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

**["A great and powerful software with a learning curve"](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)**

**Rating:** 4.5/5.0 stars

_— Alexander C._

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

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

- [What is SAP CRM used for?](https://www.g2.com/discussions/what-is-sap-crm-used-for)
- [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/sap-cloud-for-customer-what-sap-components-are-included-in-sap-crm) - 1 comment
- [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/what-sap-components-are-included-in-sap-crm) - 1 comment
- [Is SAP CRM cloud based?](https://www.g2.com/discussions/is-sap-crm-cloud-based) - 1 comment
- [What is CRM system in SAP?](https://www.g2.com/discussions/what-is-crm-system-in-sap) - 1 comment

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

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:** 2,841

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

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10)
- **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: 8.6/10)

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

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 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 **easy integrations** in Zoho CRM, enhancing workflow efficiency and simplifying customer management.
- Users appreciate the **flexibility and ease of lead management** with Zoho CRM's extensive features and integrations.

##### Cons

- Users experience a challenging **learning curve** with Zoho CRM, as advanced features can be confusing initially.
- Users struggle with **integration issues** , finding the system inflexible and challenging to automate with non-Zoho tools.
- Users find **limited features** in Zoho CRM restrict functionality, hindering integration and automation with other systems.
- 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?

**["Zoho CRM: Customizable, Organized, and Automation-Driven for Efficient Sales"](https://www.g2.com/survey_responses/zoho-crm-review-13274373)**

**Rating:** 5.0/5.0 stars

_— Kartik S._

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

**["Zoho CRM Centralizes Data, Automates Workflows, and Delivers Powerful Insights"](https://www.g2.com/survey_responses/zoho-crm-review-13163763)**

**Rating:** 4.5/5.0 stars

_— Muhammed A._

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

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

- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote
- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments
- [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes
- [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes
- [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote

### [Oracle Sales Cloud](https://www.g2.com/products/oracle-sales-cloud/reviews)

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:** 142

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

- **Has the product been a good partner in doing business?:** 7.1/10 (Category avg: 8.9/10)
- **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: 8.6/10)

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

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 48% Large, 39% 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?

**["Centralized Sales Visibility and Automation with Strong Analytics in Oracle Sales Cloud"](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276)**

**Rating:** 4.5/5.0 stars

_— Natalie H._

[Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12830276)

**["Streamlines Customer Management and Helps Spot Potential Customers"](https://www.g2.com/survey_responses/oracle-sales-cloud-review-13120235)**

**Rating:** 5.0/5.0 stars

_— LaTonya M._

[Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-13120235)

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

- [Is Salesforce an Oracle product?](https://www.g2.com/discussions/is-salesforce-an-oracle-product) - 2 comments
- [Is Oracle CRM cloud based?](https://www.g2.com/discussions/is-oracle-crm-cloud-based)
- [What is Oracle Sales Cloud?](https://www.g2.com/discussions/what-is-oracle-sales-cloud) - 1 comment
- [What is Oracle engagement cloud?](https://www.g2.com/discussions/what-is-oracle-engagement-cloud) - 1 comment

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

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:** 1,540

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

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

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

- **Seller:** [monday.com](https://www.g2.com/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b)
- **Company Website:** monday.com
- **Year Founded:** 2012
- **HQ Location:** Tel Aviv
- **Twitter:** @mondaydotcom  
40,761 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efcc1bc784d43448424f5b18a6e2f5d5488a066e911204b167572629a6d9b361&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmondaydotcom&secure%5Burl_type%5D=linkedin_company_website)  
3,837 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 75% Small, 21% 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 appreciate the **incredible customizability** of monday CRM, enabling tailored solutions for their unique business needs.
- Users value the **automation features** of monday CRM, enhancing workflow efficiency and minimizing manual tasks.
- Users love the **intuitive design** of monday CRM, making it easy to navigate and implement in their workflow.

##### Cons

- Users find the **missing features** in monday CRM, like limited automation and columns, significantly hinder their workflows.
- Users find the **learning curve steep** , particularly in connecting boards and fully integrating the system.
- 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 monday CRM **expensive** , particularly challenging for smaller teams with tight budgets and rising subscription costs.

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

**["Powerful monday.com Features and a Standout Anthropic Connector"](https://www.g2.com/survey_responses/monday-crm-review-13273519)**

**Rating:** 5.0/5.0 stars

_— Mohd Anas A._

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

**["Flexible CRM with Strong Integration Capabilities"](https://www.g2.com/survey_responses/monday-crm-review-13271232)**

**Rating:** 4.0/5.0 stars

_— Nitin P._

[Read full review](https://www.g2.com/survey_responses/monday-crm-review-13271232)

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

- [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment

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

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

**Average Rating:** 4.1/5.0

**Total Reviews:** 576

#### How Do G2 Users Rate Bitrix24?

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

#### Who Is the Company Behind Bitrix24?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Bitrix24 to be **easy to use** , effectively streamlining business processes and enhancing customer experience.
- Users appreciate the **team collaboration tools** in Bitrix24, enhancing communication and streamlining business processes effortlessly.
- Users value the **effective communication** capabilities of Bitrix24, enhancing collaboration with teams and customers seamlessly.
- Users appreciate the **flexibility and versatility** of Bitrix24, enjoying its comprehensive features for business management.
- Users find Bitrix24 **intuitive** , making collaboration and customer management seamless and enhancing overall productivity.

##### Cons

- Users find the **learning curve steep** , requiring time and training to fully utilize Bitrix24's extensive features.
- Users report **performance issues** with Bitrix24, experiencing lag and slowdowns, especially during complex workflows.
- Users express concern over **lacking features** , with notable omissions affecting value as compared to initial promises.
- Users find Bitrix24 to be **not user-friendly** , often struggling to locate tools and navigate the system efficiently.
- Users experience **slow performance** with Bitrix24, especially during complex workflows, impacting overall productivity.

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

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

**Rating:** 4.5/5.0 stars

_— Luis P._

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

**["All-in-One CRM and Project Management That Simplifies Our Workflow"](https://www.g2.com/survey_responses/bitrix24-review-13242205)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/bitrix24-review-13242205)

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

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

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

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:** 14,244

#### How Do G2 Users Rate ActiveCampaign?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **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: 8.6/10)

#### Who Is the Company Behind ActiveCampaign?

- **Seller:** [ActiveCampaign](https://www.g2.com/sellers/activecampaign)
- **Company Website:** www.activecampaign.com
- **Year Founded:** 2003
- **HQ Location:** Chicago, IL
- **Twitter:** @ActiveCampaign  
13,203 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ecaffa7a4dd54b3f72ef9abc63c48d5efe51974c2974dfaa5d09b34c1e0c97bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F221390%2F&secure%5Burl_type%5D=linkedin_company_website)  
848 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 praise the **powerful and easy automation features** of ActiveCampaign, enhancing their workflow efficiency and organization.
- Users love the **phenomenal automation features** of ActiveCampaign, enhancing email campaigns with effective segmentation and tailored messaging.
- Users value ActiveCampaign for its **all-in-one platform** , offering effective segmentation and personalized email marketing capabilities.

##### Cons

- Users experience a **steep learning curve** with ActiveCampaign, requiring additional support to navigate its features effectively.
- 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 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?

**["Powerful Automations and Reporting That Drive Strategic Decisions"](https://www.g2.com/survey_responses/activecampaign-review-13200587)**

**Rating:** 4.5/5.0 stars

_— Pamela S._

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

**["User-Friendly Interface, Powerful Features, and Excellent Support"](https://www.g2.com/survey_responses/activecampaign-review-11803527)**

**Rating:** 5.0/5.0 stars

_— Omezine T._

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

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

- [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment
- [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment
- [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment
- [Does ActiveCampaign have a CRM?](https://www.g2.com/discussions/does-activecampaign-have-a-crm) - 7 comments
- [What is ActiveCampaign used for?](https://www.g2.com/discussions/what-is-activecampaign-used-for) - 20 comments

### [LeadSquared Sales CRM](https://www.g2.com/products/leadsquared-sales-crm/reviews)

LeadSquared Sales CRM is our core sales execution product, built to support inside sales, call center, and field sales teams in managing leads, tracking pipeline activity, and closing deals from a single platform. It functions as the central hub that our other modules — marketing, mobile, service — connect into. We cover several areas of the sales process. Our lead management handles capturing leads from various sources, qualifying and scoring them automatically, and routing them to the appropriate rep or team based on configurable rules. We give sales reps a "Smart Views" interface intended to show them a prioritized list of just their own tasks and leads, rather than a cluttered general view. Our opportunity management lets teams track deals with higher revenue potential separately from standard leads, including mapping multiple opportunities tied to the same account. We've built in communication tools including click-to-call dialing with call logging, and messaging via email, WhatsApp, and SMS, with the ability to send bulk campaigns or automated replies and track engagement on individual messages. Our no-code workflow builder lets admins configure sales processes — approvals, follow-up sequences, notifications — without needing developer involvement, and we support multiple concurrent sales processes for organizations running several product lines or teams. For field-based reps, our CRM includes the mobile app functionality we described above (territory management, GPS tracking, beat planning). Our reporting and dashboards cover call volume and connect rates, conversation tracking (opens/clicks on emails and messages), revenue by rep or region, and sales closure against targets, with role-based access so different teams see relevant views. We integrate with third-party tools spanning WhatsApp Business API, analytics platforms, telephony providers, payment gateways, and meeting schedulers. We typically price this product on a per-user, per-month basis, and we publish a separate pricing page for specific tiers. We market this product broadly across industries including education, financial services, healthcare, real estate, and automotive, and cite customers from various NBFCs and educational institutions in our case studies.

**Average Rating:** 4.5/5.0

**Total Reviews:** 294

#### How Do G2 Users Rate LeadSquared Sales CRM?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.7/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.9/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 9.1/10 (Category avg: 8.6/10)

#### Who Is the Company Behind LeadSquared Sales CRM?

- **Seller:** [LeadSquared](https://www.g2.com/sellers/leadsquared)
- **Year Founded:** 2011
- **HQ Location:** Bangalore
- **Twitter:** @LeadSquared  
1,470 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ad5ab27826d6eabef0bbaf2f637d5ec31d28b4b1c1d762bc6bae650ab0d5756f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2502171%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,060 employees on LinkedIn®
- **Phone:** 848-248-4002

#### Who Uses This Product?

- **Who Uses This:** Inside sales specialist, Business Analyst
- **Top Industries:** Education Management, Financial Services
- **Company Size:** 54% Medium, 28% Large

#### What Do G2 Reviewers Say About LeadSquared Sales CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly lead management** of LeadSquared Sales CRM, simplifying the process of tracking and nurturing leads.
- Users find LeadSquared Sales CRM notably **easy to use** , enabling efficient lead management and quick learning for new users.
- Users value the **intuitive lead management** features of LeadSquared Sales CRM, making tracking leads hassle-free and efficient.
- Users value the **efficiency** of LeadSquared Sales CRM, citing time-saving automation and real-time lead management capabilities.
- Users value the **intuitive design** of LeadSquared Sales CRM, enhancing lead management and facilitating effortless navigation.

##### Cons

- Users experience **slow loading times** with LeadSquared, impacting efficiency during use and navigation between screens.
- Users often experience **slow performance** with LeadSquared, especially when navigating large lists and multiple tabs.
- Users note the **steep learning curve** with LeadSquared, finding the system slow and not very intuitive at first.
- Users often face **slow speed** and glitches, especially when using multiple tabs and managing details.
- Users experience **technical issues** such as slow performance and glitches, often relying on support for fixes.

#### What Are Recent G2 Reviews of LeadSquared Sales CRM?

**["Simplifies Lead Tracking Across Multiple Channels"](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013)**

**Rating:** 4.5/5.0 stars

_— Megha A._

[Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13040013)

**["Simple, Time-Saving Tool"](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13077867)**

**Rating:** 5.0/5.0 stars

_— Vikas G._

[Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-13077867)

#### What Are G2 Users Discussing About LeadSquared Sales CRM?

- [What is LeadSquared Sales + Mobile CRM used for?](https://www.g2.com/discussions/what-is-leadsquared-sales-mobile-crm-used-for) - 3 comments
- [Is LeadSquared a good company?](https://www.g2.com/discussions/is-leadsquared-a-good-company) - 2 comments
- [What is Mobile CRM and why is it important?](https://www.g2.com/discussions/what-is-mobile-crm-and-why-is-it-important) - 1 comment
- [How much is LeadSquared?](https://www.g2.com/discussions/how-much-is-leadsquared)
- [What is CRM in LeadSquared?](https://www.g2.com/discussions/what-is-crm-in-leadsquared)

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

Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

**Average Rating:** 4.3/5.0

**Total Reviews:** 1,422

#### How Do G2 Users Rate Nutshell?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.9/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Nutshell?

- **Seller:** [Nutshell](https://www.g2.com/sellers/nutshell)
- **Company Website:** www.nutshell.com
- **Year Founded:** 2009
- **HQ Location:** Ann Arbor, Michigan
- **Twitter:** @nutshell  
2,794 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9251047849ae0bf5895a9d04882f4c03d2f5b824668a7735584bbaaad8738f8e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwebfxinc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,238 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 73% Small, 18% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Nutshell, keeping everything organized in one application effortlessly.
- Users find Nutshell to be a **reliable and intuitive tool** that simplifies tracking and managing admissions efficiently.
- Users love the **powerful email marketing tools** in Nutshell, noting their ease of use and effective tracking capabilities.
- Users praise Nutshell's **exceptional customer support** , highlighting prompt issue resolution and helpful educational resources.
- Users find Nutshell to be **intuitive and easy to use** , enhancing collaboration and daily sales activity management.

##### Cons

- Users find **missing features** like better task differentiation and automations hinder efficiency and usability in Nutshell.
- Users find Nutshell's **limited features** in customization and integrations somewhat restrictive for their business needs.
- Users find **limited customization** in Nutshell, especially for mobile features and email templates, impacting user experience.
- Users find the **steep learning curve** of Nutshell frustrating due to frequent feature changes and layout complications.
- Users experience **email integration issues** occasionally, requiring cleanup of incorrect leads and dealing with duplicate notifications.

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

**["Perfect for a one-man-show!"](https://www.g2.com/survey_responses/nutshell-review-4955887)**

**Rating:** 5.0/5.0 stars

_— Tom B._

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

**["Managing projects and client relationships feels much more organized"](https://www.g2.com/survey_responses/nutshell-review-13074453)**

**Rating:** 5.0/5.0 stars

_— Omar S._

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

### [Creatio](https://www.g2.com/products/creatio/reviews)

Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation.

**Average Rating:** 4.6/5.0

**Total Reviews:** 315

#### How Do G2 Users Rate Creatio?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 9.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 9.0/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Creatio?

- **Seller:** [Creatio](https://www.g2.com/sellers/creatio)
- **Company Website:** www.creatio.com
- **Year Founded:** 2014
- **HQ Location:** Boston, Massachusetts
- **Twitter:** @Creatio\_Global  
3,977 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8659c9aedce2bb0b992997a4038d075e8fa99899c384b7d6b36d9fb77101d8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcreatioglobal%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,150 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 43% Small, 42% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Creatio, leading to streamlined processes and enhanced efficiency in sales operations.
- Users value the **efficiency** of Creatio, enhancing sales operations and minimizing errors through customizable automation.
- Users praise the **high customizability** of Creatio, making it easy to adapt the platform to specific needs.
- Users value the **unlimited customization options** in Creatio, enabling tailored solutions without requiring developer skills.
- Users value the **extensive customization options** of Creatio, enabling tailored solutions even without technical skills.

##### Cons

- Users note a **significant learning curve** with Creatio, requiring training and support for effective setup.
- Users find **missing features** in Creatio, such as limited reporting and inefficient contact management, affecting productivity.
- Users find the **limited selection of features** in Creatio constraining, despite some useful applications available.
- Users express frustration over **limited customization** , noting outdated documentation and unintuitive button placements hinder productivity.
- Users find the **limited app options** and lack of customization for service businesses frustrating when using Creatio.

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

**["Quick Setup, No-Code Magic, But ALM Needs Improvement"](https://www.g2.com/survey_responses/creatio-review-12953072)**

**Rating:** 5.0/5.0 stars

_— Jarema P._

[Read full review](https://www.g2.com/survey_responses/creatio-review-12953072)

**["Empowers Customer Focus with Flexible, Bank-Ready Workflows"](https://www.g2.com/survey_responses/creatio-review-12953782)**

**Rating:** 4.5/5.0 stars

_— Tanner W._

[Read full review](https://www.g2.com/survey_responses/creatio-review-12953782)

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

- [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment

### [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews)

Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA).

**Average Rating:** 3.8/5.0

**Total Reviews:** 1,464

#### How Do G2 Users Rate Dynamics 365 Sales?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.1/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Dynamics 365 Sales?

- **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft)
- **Year Founded:** 1975
- **HQ Location:** Redmond, Washington
- **Twitter:** @microsoft  
13,091,739 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
231,632 employees on LinkedIn®
- **Ownership:** MSFT

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 41% Medium, 31% Small

#### What Do G2 Reviewers Say About Dynamics 365 Sales?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Dynamics 365 Sales to be **easy to use** , appreciating its intuitive interface and seamless Microsoft integration.
- Users value the **seamless integration** of Dynamics 365 Sales with other Microsoft products, enhancing efficiency and productivity.
- Users appreciate the **extreme helpfulness** of Dynamics 365 Sales for enhancing efficiency and ensuring effective follow-ups.
- Users value the **unified lead management** capabilities of Dynamics 365 Sales, enhancing efficiency and streamlining the sales process.
- Users value the **excellent customization options** in Dynamics 365 Sales, enhancing their experience and productivity within Microsoft 365.

##### Cons

- Users face a **steep learning curve** with Dynamics 365 Sales, making it challenging for newcomers to navigate effectively.
- Users find the **complexity** of Dynamics 365 Sales challenging, citing difficult navigation and steep learning curves for new users.
- Users find the interface **not intuitive** at times, leading to a frustrating experience during navigation.
- Users find the **time-consuming setup and complexity** of Dynamics 365 Sales challenging, especially for non-technical users.
- Users find the **cluttered interface** of Dynamics 365 Sales confusing and hard to navigate, impacting usability.

#### What Are Recent G2 Reviews of Dynamics 365 Sales?

**["Strong Microsoft integration and 360° customer view with compelling sales automation"](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697)**

**Rating:** 5.0/5.0 stars

_— Andreas S._

[Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697)

**["Robust CRM with Seamless Microsoft Integration"](https://www.g2.com/survey_responses/dynamics-365-sales-review-13195776)**

**Rating:** 4.5/5.0 stars

_— Shrey S._

[Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-13195776)

#### What Are G2 Users Discussing About Dynamics 365 Sales?

- [I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?](https://www.g2.com/discussions/i-m-new-to-dynamics-365-sales-and-struggling-to-set-up-and-customize-the-sales-pipeline-can-someone-guide-me-through-this-process) - 2 comments
- [What is Dynamics 365 Sales used for?](https://www.g2.com/discussions/what-is-dynamics-365-sales-used-for) - 1 comment
- [Is Dynamics 365 any good?](https://www.g2.com/discussions/is-dynamics-365-any-good)
- [What Dynamics 365 application can be used for point of sales?](https://www.g2.com/discussions/what-dynamics-365-application-can-be-used-for-point-of-sales) - 1 comment
- [What is the difference between Dynamics CRM and Dynamics 365?](https://www.g2.com/discussions/what-is-the-difference-between-dynamics-crm-and-dynamics-365)

### [Oracle Siebel](https://www.g2.com/products/oracle-siebel/reviews)

The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why Oracle? Siebel delivers a combination of transactional, analytical, and engagement features to manage all customer-facing operations. With solutions tailored to more than 20 industries, Siebel CRM delivers comprehensive on premise and on demand CRM solutions that are tailored industry solutions with ole-based customer intelligence and pre-built integration.

**Average Rating:** 3.5/5.0

**Total Reviews:** 418

#### How Do G2 Users Rate Oracle Siebel?

- **Has the product been a good partner in doing business?:** 7.2/10 (Category avg: 8.9/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 7.6/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle Siebel?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Who Uses This:** Consultant, Customer Service Representative
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 63% Large, 26% Medium

#### What Do G2 Reviewers Say About Oracle Siebel?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Oracle Siebel, praising its intuitive interface and straightforward navigation.
- Users find Oracle Siebel's **easy setup** beneficial, allowing for quick connection and efficient operation from the start.
- Users find **seamless integration** in Oracle Siebel essential for enhancing customer management and streamlining workflows.
- Users appreciate the **responsive customer support** of Oracle Siebel, enhancing their experience and improving sales efficiency.
- Users value the **robust and customizable features** of Oracle Siebel, enhancing efficiency in customer management and business activities.

##### Cons

- Users face a **steep learning curve** with Oracle Siebel, making initial usage challenging for beginners.
- Users often face **connectivity issues** in the field, which hampers access to critical data and slows functionality.
- Users experience occasional **system bugs** that can render the software temporarily unusable, impacting user experience.
- Users find Oracle Siebel **very costly** , making it a challenge for small enterprises to adopt effectively.
- Users find that Oracle Siebel has a **steep learning curve** and demands significant expertise, which can be challenging.

#### What Are Recent G2 Reviews of Oracle Siebel?

**["Unmatched Data Integrity and Robust Architecture for Enterprise Workflows"](https://www.g2.com/survey_responses/oracle-siebel-review-12918458)**

**Rating:** 5.0/5.0 stars

_— Anup A._

[Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12918458)

**["Reliable CRM for Managing Complex Customer Relationships"](https://www.g2.com/survey_responses/oracle-siebel-review-13194168)**

**Rating:** 5.0/5.0 stars

_— Mohammad A._

[Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-13194168)

#### What Are G2 Users Discussing About Oracle Siebel?

- [What is Oracle Siebel used for?](https://www.g2.com/discussions/what-is-oracle-siebel-used-for) - 1 comment

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

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 3,069

#### How Do G2 Users Rate Pipedrive?

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

#### Who Is the Company Behind Pipedrive?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Gavin A._

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

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

**Rating:** 4.0/5.0 stars

_— Pasi R._

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

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

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

### [Planhat](https://www.g2.com/products/planhat/reviews)

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security.

**Average Rating:** 4.5/5.0

**Total Reviews:** 943

#### How Do G2 Users Rate Planhat?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)
- **Contact & Account Management:** 8.5/10 (Category avg: 8.7/10)
- **Opportunity & Pipeline Mgmt.:** 7.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planhat?

- **Seller:** [Planhat](https://www.g2.com/sellers/planhat)
- **Company Website:** www.planhat.com
- **Year Founded:** 2015
- **HQ Location:** Stockholm, Stockholm County
- **Twitter:** @planhat  
1,045 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0532de0a57ab5ad26032eca9b36751853eefa678afdf93aa4efe6efaf1c6d5b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10168756%2F&secure%5Burl_type%5D=linkedin_company_website)  
248 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Head of Customer Success
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Medium, 31% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** of Planhat exceptional, facilitating smooth integration and team adoption.
- Users commend the **exceptional customer support** from Planhat, enhancing their experience and ensuring effective collaboration.
- Users value the **extensive customization** options in Planhat, enhancing their experience and streamlining workflows effectively.
- Users appreciate the **automation efficiency** of Planhat, enhancing their workflow and streamlining customer management seamlessly.
- Users value the **helpfulness** of Planhat, noting its excellent support and comprehensive features for managing customer success.

##### Cons

- Users find the **learning curve steep** , struggling to navigate features and setup pages during initial use of Planhat.
- Users find the **complexity of Planhat** daunting, with a challenging learning curve that hinders initial usability.
- Users note a **steep learning curve** with Planhat, though support accelerates the process and enhances understanding.
- Users face **integration issues** with Planhat, causing challenges in data management and trustworthiness among teams.
- Users find the **formula fields restrictive** , desiring greater flexibility and automation for easier customization and efficiency.

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

**["A Strategic Platform for Scaling Customer Success"](https://www.g2.com/survey_responses/planhat-review-11771625)**

**Rating:** 5.0/5.0 stars

_— Ty R._

[Read full review](https://www.g2.com/survey_responses/planhat-review-11771625)

**["Intuitive UI, Powerful Integrations, and a Supportive Planhat Team"](https://www.g2.com/survey_responses/planhat-review-13119419)**

**Rating:** 4.5/5.0 stars

_— Carly P._

[Read full review](https://www.g2.com/survey_responses/planhat-review-13119419)

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

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

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