Best CRM Software for Medium-Sized Businesses

Sponsored content: This content is sponsored.

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: 1,681

How Do G2 Users Rate monday CRM?

  • Has the product been a good partner in doing business?: 8.8/10 (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
  • 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: 75% Small, 22% 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: 1,666

Category Stats (Sep 2026)

  • Average Rating: 4.4/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SalesSeek (+25.91%) - Among all products in this category, SalesSeek recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 127,200+ Authentic Reviews
  • 1,666+ 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: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Oracle Sales Cloud, SAP Sales Cloud, and Zoho CRM Plus.

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=oracle-sales-cloud&focus%5B%5D=sap-sap-sales-cloud&focus%5B%5D=zoho-crm-plus-2018-12-06&segment=mid-market)

Agentforce Sales (formerly 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: 26,126

G2 Deal: Save 25% on your first annual subscription

Whether you’re ready to purchase today or prefer to try Essentials out for 14 days for free, you will receive 25% discount when you purchase via G2. Prior to 25% discount, plans start at $25/per user per month.

Price: ~~Starting at $25/user/month~~ → Starting at $18.75/user/month

View this exclusive G2 deal

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: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind Agentforce Sales (formerly 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 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 the product expensive and suggest improving cost-effectiveness for better business adaptability.
  • Users find the limited features of Agentforce Sales require time and expertise for effective customization and reporting.

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

What Are G2 Users Discussing About Agentforce Sales (formerly 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: 13,683

G2 Deal: Get the HubSpot Growth CRM Suite - 20% off HubSpot plans for the first year, then 10% off in perpetuity

20% off HubSpot plans for the first year, then 10% off in perpetuity

View this exclusive G2 deal

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
  • 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 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?

What Are G2 Users Discussing About HubSpot Sales Hub?

Pipedrive

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: 4,505

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: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Pipedrive?

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

What Are G2 Users Discussing About Pipedrive?

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: 1,681

How Do G2 Users Rate monday CRM?

  • Has the product been a good partner in doing business?: 8.8/10 (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
  • 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: 75% Small, 22% 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?

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: 2,846

G2 Deal: Get 50% off and save up to $100

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.

Price: ~~$14/user/month~~ → $7/user/month

View this exclusive G2 deal

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
  • 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: 61% 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?

What Are G2 Users Discussing About Zoho CRM?

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: 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
  • 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 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?

What Are G2 Users Discussing About SAP Sales Cloud?

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: 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
  • 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?

Zoho CRM Plus

Zoho CRM Plus is a unified customer experience platform that helps you bridge the gap between your sales, marketing, and customer service teams and deliver an exceptional customer experience. It combines sales automation, visitor tracking, intelligent chat bots, customer service, project management, email marketing, social media, customer surveys, built-in AI, and unified analytics—all on one platform.

Average Rating: 4.4/5.0

Total Reviews: 129

How Do G2 Users Rate Zoho CRM Plus?

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

Who Is the Company Behind Zoho CRM Plus?

  • 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: Data Analyst
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 55% Small, 36% Medium

What Do G2 Reviewers Say About Zoho CRM Plus?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Zoho CRM Plus, seamlessly integrating sales, marketing, and support for efficiency.
  • Users appreciate the efficiency of Zoho CRM Plus, benefiting from centralized information that streamlines their workflow and team collaboration.
  • Users appreciate the unified platform of Zoho CRM Plus, seamlessly integrating all customer engagement functions for enhanced productivity.
  • Users appreciate the automation features of Zoho CRM Plus, enhancing efficiency and connecting sales, marketing, and support seamlessly.
  • Users value the seamless integration of Zoho CRM Plus, enabling enhanced collaboration and streamlining of operations across teams.
Cons
  • Users experience a steep learning curve with Zoho CRM Plus, requiring time and training to fully utilize its features.
  • Users often find the experience overwhelming due to the multitude of features and the steep learning curve.
  • Users find the interface not intuitive, making initial setup and feature navigation a challenging experience.
  • Users note a limited customization option in lower tiers, making advanced features less accessible for budget-minded users.
  • Users find Zoho CRM Plus to have a overwhelming interface, making it challenging for new users to navigate effectively.

What Are Recent G2 Reviews of Zoho CRM Plus?

What Are G2 Users Discussing About Zoho CRM Plus?

Oracle CRM On Demand

Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness.

Average Rating: 3.8/5.0

Total Reviews: 97

How Do G2 Users Rate Oracle CRM On Demand?

  • Has the product been a good partner in doing business?: 6.6/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.6/10 (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 CRM On Demand?

  • 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: 52% Large, 48% Medium

What Do G2 Reviewers Say About Oracle CRM On Demand?

AI-generated summary from verified user reviews

Pros
  • Users find Oracle CRM On Demand extremely easy to use, appreciating its accessibility and straightforward implementation.
  • Users value the easy integration of Oracle CRM On Demand, enabling seamless implementation and effortless access from anywhere.
  • Users find the customer support of Oracle CRM On Demand easily accessible, enhancing their overall experience.
  • Users love the easy access of Oracle CRM On Demand, enjoying the convenience of a cloud-based solution.
  • Users find the easy implementation of Oracle CRM On Demand highly beneficial, enhancing their overall experience and efficiency.
Cons
  • Users find limited customization options in Oracle CRM On Demand, restricting tailored solutions and integration flexibility.
  • Users find Oracle CRM On Demand not intuitive, experiencing delays and a dated interface that hinder efficiency.
  • Users face integration issues with Oracle CRM On Demand, particularly regarding search sensitivity and duplication challenges.
  • Users find Oracle CRM On Demand to be not user-friendly, often facing delays in completing necessary tasks.
  • Users experience slow performance with Oracle CRM On Demand, impacting their efficiency and usability of the system.

What Are Recent G2 Reviews of Oracle CRM On Demand?

What Are G2 Users Discussing About Oracle CRM On Demand?

NetSuite

NetSuite is the #1 AI cloud ERP, helping organizations streamline operations, improve visibility, and accelerate growth. For more than 28 years, NetSuite has enabled businesses of all sizes—from startups and high-growth companies to global enterprises—to run their entire business on a single, integrated platform. Today, more than 44,000 organizations across a wide range of industries use NetSuite to run their business in over 220 countries and territories. Built natively in the cloud, NetSuite eliminates the need for on-premises infrastructure and complex upgrades, giving organizations continuous access to the latest innovations, security enhancements, and AI capabilities. Originally built to transform financial management, NetSuite has evolved into a comprehensive business management suite that brings together accounting, financial management, inventory and order management, supply chain, procurement, human resources, CRM, professional services automation, and commerce. NetSuite supports organizations across industries including software and technology, manufacturing, wholesale distribution, retail, services, nonprofit, healthcare, advertising and media, and more, with industry-specific capabilities, workflows, dashboards, KPIs, and reports designed to address unique business requirements. With AI embedded throughout the platform, organizations can automate routine tasks, generate insights faster, and make more informed decisions. Ask Oracle, a conversational AI assistant, enables users to interact with NetSuite through natural language by answering questions, analyzing business data, surfacing insights, and providing guidance—all within the security, roles, permissions, and controls already established in NetSuite. Embedded directly into everyday workflows, Ask Oracle helps users make faster, more informed decisions and take action without disrupting their work. Agents and agentic workflows extend these AI capabilities by helping users complete specific tasks and coordinate work across multiple steps. Built-in analytics, AI-powered insights, and customizable reporting provide teams with everything they need to make solid decisions. NetSuite is highly configurable and extensible, allowing businesses to adapt the platform to their unique processes while supporting growth across multiple subsidiaries, currencies, languages, and geographies. By connecting business-critical data and processes in a single cloud platform, NetSuite provides a real-time, unified view of the business, eliminating disconnected systems, manual spreadsheets, and information silos. Organizations gain a single source of truth that improves collaboration across finance, operations, sales, inventory, HR, and customer service while simplifying compliance and reporting. Whether managing rapid growth, expanding internationally, improving financial close processes, optimizing inventory, or gaining deeper operational insights, NetSuite provides the flexibility, automation, and intelligence organizations need to adapt and scale with confidence. By making trusted data readily available and automating core business processes, NetSuite empowers leaders to respond quickly to changing market conditions and make faster, more informed decisions.

Average Rating: 4.1/5.0

Total Reviews: 4,806

How Do G2 Users Rate NetSuite?

  • Has the product been a good partner in doing business?: 7.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.2/10 (Category avg: 8.6/10)

Who Is the Company Behind NetSuite?

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

Who Uses This Product?

  • Who Uses This: Controller, Accounting Manager
  • Top Industries: Computer Software, Accounting
  • Company Size: 57% Medium, 31% Small

What Do G2 Reviewers Say About NetSuite?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of NetSuite, finding it smooth and customizable for their needs.
  • Users value the customizability of NetSuite, enabling tailored reporting and improved inventory management across various locations.
  • Users appreciate the robust functionality of NetSuite, enjoying seamless integrations and customizable reporting capabilities.
  • Users value the extensive customization options of NetSuite, significantly enhancing business adaptability and efficiency.
  • Users value the extensive customization options in NetSuite, enhancing their business processes and reporting flexibility.
Cons
  • Users find the learning curve steep, requiring significant time and resources to navigate and customize effectively.
  • Users find the complex reports and interface of NetSuite challenging, leading to time-consuming navigation and customization.
  • Users find missing features in NetSuite, such as integration issues and inadequate project functionalities frustratingly limiting.
  • Users find the limited customization options of NetSuite frustrating, hindering their ability to tailor the system effectively.
  • Users find NetSuite's interface not user-friendly, with complex configurations and a challenging report creation process.

What Are Recent G2 Reviews of NetSuite?

What Are G2 Users Discussing About NetSuite?

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: 33

How Do G2 Users Rate Mekari Qontak?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.3/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.7/10 (Category avg: 8.6/10)

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: 55% Medium, 36% Small

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?

Oracle EBS CRM

Oracle E-Business Suite (EBS) Customer Relationship Management (CRM) is a comprehensive suite of applications designed to manage and enhance customer interactions across various channels. It integrates sales, marketing, and service functionalities to provide a unified approach to customer relationship management. By leveraging Oracle EBS CRM, organizations can streamline business processes, improve customer satisfaction, and drive revenue growth. Key Features and Functionality: - Sales Management: Automates the sales process, from lead generation to order fulfillment, ensuring efficient tracking and management of sales activities. - Marketing Automation: Facilitates the planning, execution, and analysis of marketing campaigns, enabling targeted outreach and improved marketing ROI. - Service Management: Provides tools for managing customer service operations, including call centers and field service, to deliver timely and effective support. - Order Capture and Quoting: Streamlines the order management process by integrating quoting and order capture functionalities, reducing errors and accelerating order processing. - Customer Data Management: Maintains a centralized repository of customer information, ensuring data consistency and providing a 360-degree view of customer interactions. Primary Value and Solutions Provided: Oracle EBS CRM addresses the need for a cohesive and integrated approach to managing customer relationships. By unifying sales, marketing, and service processes, it enables organizations to: - Enhance Customer Satisfaction: Deliver personalized and timely interactions, leading to improved customer loyalty and retention. - Increase Operational Efficiency: Automate and streamline business processes, reducing manual efforts and operational costs. - Drive Revenue Growth: Optimize sales and marketing strategies through data-driven insights, leading to increased sales opportunities and higher conversion rates. - Ensure Data Consistency: Maintain accurate and up-to-date customer information across all departments, facilitating informed decision-making and strategic planning. By implementing Oracle EBS CRM, organizations can achieve a holistic view of their customer interactions, leading to more effective engagement strategies and a competitive edge in the marketplace.

Average Rating: 3.9/5.0

Total Reviews: 239

How Do G2 Users Rate Oracle EBS CRM?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.4/10 (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 Oracle EBS CRM?

  • 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: Retail, Information Technology and Services
  • Company Size: 46% Large, 31% Medium

What Do G2 Reviewers Say About Oracle EBS CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless integration of Oracle EBS CRM, enhancing efficiency and data visibility across all departments.
  • Users value the comprehensive customer management that enhances relationships without the need for multiple tools.
  • Users value the comprehensive customer support of Oracle EBS CRM, enhancing their relationships with customers effectively.
  • Users value the efficiency of Oracle EBS CRM, enhancing collaboration and streamlining processes across departments seamlessly.
  • Users value the seamless integration of Oracle EBS CRM, enhancing collaboration and operational efficiency across business processes.
Cons
  • Users struggle with the learning curve of Oracle EBS CRM due to its outdated interface and complexity.
  • Users find the limited features of Oracle EBS CRM not aligned with their needs, creating frustration and inefficiency.
  • Users find the interface not user-friendly, causing frustration and delays with basic tasks and customizations.
  • Users struggle with connectivity issues in Oracle EBS CRM, needing third-party solutions for remote access.
  • Users find the expertise required for customization frustrating, as it often necessitates developer assistance, causing delays.

What Are Recent G2 Reviews of Oracle EBS CRM?

What Are G2 Users Discussing About Oracle EBS CRM?

LeadSquared Sales CRM

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
  • Year Founded: 2011
  • HQ Location: Bangalore
  • Twitter: @LeadSquared
    1,470 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,063 employees on LinkedIn®
  • Phone: 848-248-4002

Who Uses This Product?

  • Who Uses This: Inside sales specialist, BDE
  • 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?

What Are G2 Users Discussing About LeadSquared Sales CRM?

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: 742

G2 Deal: 30% Off EngageBay

Marketing automation software to automate all your marketing & sales tasks, customer service workflows, lead generation & lead nurturing.

View this exclusive G2 deal

How Do G2 Users Rate EngageBay?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • 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: 8.6/10)

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, Founder
  • Top Industries: Information Technology and Services, Staffing and Recruiting
  • Company Size: 70% Small, 31% 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?

Odoo CRM

With over 5 million users, Odoo is the #1 Open Source CRM software! Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and even create marketing campaign automation to increase their overall sales performance. With Odoo CRM, users can get more leads than ever before. They can also follow-up on phone calls and meetings. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated application. In our latest version (Odoo 14), UTM fields are available as optional fields. Users can handle recurring revenues and manage renewal intervals, as well. Also, you can turn emails received in your Outlook mailbox into leads, and log their content as internal notes. In addition to that, users can now search for leads and opportunities based on phone numbers. Users can track their opportunities pipeline in just a few simple steps, thanks to Odoo's user-friendly Kanban view. Users get an overview of their sales funnel, as well as instant visual information about their next steps, new messages, best opportunities, and expected incomes. The one-of-a-kind Odoo CRM marketing campaign system automates lead acquisitions, follow-ups, and special offers. Users can also determine automated actions based on predefined rules. Odoo CRM's key features are: a Kanban view to track the sales opportunities pipeline, a clear view of the next steps and actions to complete, automated creation of leads based on incoming emails (or coming directly from a website), and users can use their own email client! What more could you ask for?!

Average Rating: 4.1/5.0

Total Reviews: 185

How Do G2 Users Rate Odoo CRM?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Odoo CRM?

  • Seller: Odoo
  • Year Founded: 2005
  • HQ Location: Brussels, Belgium
  • Twitter: @Odoo
    55,391 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8,815 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Development Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 69% Small, 25% Medium

What Do G2 Reviewers Say About Odoo CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Odoo CRM to be very user-friendly, simplifying lead management and enhancing overall operational efficiency.
  • Users value the easy management of leads in Odoo CRM, streamlining their marketing efforts and communications effectively.
  • Users value the easy customization of Odoo CRM, allowing tailored solutions for specific business needs and integration.
  • Users highlight Odoo CRM's user-friendly interface, making navigation and access to integrated data seamless and efficient.
  • Users appreciate the affordable pricing of Odoo CRM, making it perfect for startups and businesses of all sizes.
Cons
  • Users find the learning curve steep, as advanced features necessitate significant time for configuration and customization.
  • Users find Odoo CRM's limited customization challenging, particularly for more complex needs and third-party integrations.
  • Users find Odoo CRM not intuitive, with a cumbersome workflow and a need for a more beginner-friendly interface.
  • Users experience slow performance with Odoo CRM, particularly when handling large volumes of information, affecting usability.
  • Users note that expertise is required for effective customization and initial setup, which can hinder usability.

What Are Recent G2 Reviews of Odoo CRM?

What Are G2 Users Discussing About Odoo CRM?

Julie Jung
JJ
Researched and written by Julie Jung
Updated