Best CRM Software for Small Business

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,614

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
  • 122,800+ Authentic Reviews
  • 1,614+ 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: HubSpot Sales Hub, Agentforce Sales (formerly Salesforce Sales Cloud), Pipedrive, monday CRM, Bigin by Zoho CRM, ActiveCampaign, Close, and Zoho CRM.

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

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: 13,324

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How Do G2 Users Rate HubSpot Sales Hub?

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

What Are G2 Users Discussing About HubSpot Sales Hub?

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: 24,691

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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
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • Twitter: @salesforce
    579,511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 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)?

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: 3,091

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
  • 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: 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?

What Are G2 Users Discussing About Pipedrive?

monday CRM

O único CRM com foco em IA que sua equipe vai adorar monday CRM é o CRM com tecnologia de IA construído para velocidade, visibilidade e simplicidade — capacitando equipes de receita a se moverem mais rápido, preverem melhor e nunca perderem um negócio. É fácil de configurar, não requer codificação e se adapta a qualquer fluxo de trabalho para que as equipes possam começar rapidamente e se concentrar em vender. Desde a captura de leads até a transferência pós-venda: suas ferramentas, dados e equipes permanecem alinhados em um espaço de trabalho conectado e intuitivo. Com IA integrada e automações sem código, o monday CRM não apenas ajuda você a gerenciar o trabalho — ele faz o trabalho por você. Agentes de vendas de IA identificam e qualificam leads, o AI Notetaker resume chamadas e sugere próximos passos, e as automações lidam com atualizações, acompanhamentos e entrada de dados, reduzindo o trabalho manual em toda a linha. De pipelines e painéis a e-mails, documentos e conversas com clientes, todo o seu processo de receita funciona em uma plataforma unificada. Vendedores obtêm clareza para fechar negócios, e líderes obtêm os insights em tempo real de que precisam para prever com confiança. E com as campanhas monday, as equipes de marketing e vendas podem planejar, lançar e otimizar campanhas de e-mail com marca diretamente de seu CRM sem a necessidade de integrações ou ferramentas extras. Principais características Configuração simples sem código Painéis e relatórios personalizados Agentes de vendas de IA AI Notetaker Insights e priorização de negócios Automações sem código Sequências e e-mails em massa Campanhas monday Caixa de entrada compartilhada Aplicativo móvel Enriquecimento de leads Cotações e faturas Mais de 500 integrações

Average Rating: 4.5/5.0

Total Reviews: 1,594

How Do G2 Users Rate monday CRM?

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

Who Is the Company Behind monday CRM?

  • Vendedor: monday.com
  • Website da Empresa:
  • Ano de Fundação: 2012
  • Localização da Sede: Tel Aviv
  • Twitter: @mondaydotcom
    40,761 seguidores no Twitter
  • Página do LinkedIn®: www.linkedin.com
    3,837 funcionários no LinkedIn®

Who Uses This Product?

  • Who Uses This: Gerente de Projetos, CEO
  • Top Industries: Marketing e Publicidade, Tecnologia da Informação e Serviços
  • Company Size: 75% Small, 21% Medium

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

Pros
  • Os usuários acham o monday CRM muito fácil de usar, apreciando sua simplicidade e recursos úteis para trabalho colaborativo.
  • Os usuários elogiam as integrações eficientes que melhoram o fluxo de trabalho, tornando as tarefas diárias mais suaves e fáceis de gerenciar.
  • Os usuários apreciam a incrível personalização do monday CRM, permitindo soluções sob medida para suas necessidades de negócios únicas.
  • Os usuários valorizam os recursos de automação do monday CRM, melhorando a eficiência do fluxo de trabalho e minimizando tarefas manuais.
  • Os usuários adoram o design intuitivo do monday CRM, tornando-o fácil de navegar e implementar em seu fluxo de trabalho.
Cons
  • Os usuários acham que os recursos ausentes no monday CRM, como automação limitada e colunas, prejudicam significativamente seus fluxos de trabalho.
  • Os usuários acham a curva de aprendizado íngreme, especialmente ao conectar placas e integrar totalmente o sistema.
  • Os usuários percebem recursos limitados no monday CRM, sentindo que ele carece de profundidade em comparação com ferramentas de CRM mais robustas.
  • Os usuários encontram personalização limitada no monday CRM em comparação com ferramentas mais robustas, afetando relatórios detalhados e configurações complexas.
  • Os usuários acham o monday CRM caro, particularmente desafiador para equipes menores com orçamentos apertados e custos de assinatura crescentes.

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Bigin by Zoho CRM

Bigin de Zoho CRM es un software de gestión de relaciones con clientes (CRM) simplificado y preparado para la inteligencia artificial, diseñado específicamente para pequeñas empresas, startups y equipos de atención al cliente. Con la confianza de más de 50,000 empresas en más de 150 países, Bigin ayuda a las pequeñas empresas a unificar todas las operaciones de cara al cliente — marketing, ventas, incorporación, entrega y soporte, y ayuda a gestionar las relaciones con los clientes de manera efectiva.

Average Rating: 4.6/5.0

Total Reviews: 872

How Do G2 Users Rate Bigin by Zoho CRM?

  • ¿Ha sido the product un buen socio para hacer negocios?: 8.6/10 (Category avg: 8.9/10)
  • Capacidad de flujo de trabajo: 8.4/10 (Category avg: 8.5/10)
  • Contacto y gestión de cuentas: 8.8/10 (Category avg: 8.7/10)
  • Gestión de Oportunidades y Pipelines.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Bigin by Zoho CRM?

  • Vendedor: Zoho
  • Año de fundación: 1996
  • Ubicación de la sede: Austin, TX
  • Twitter: @Zoho
    137,880 seguidores en Twitter
  • Página de LinkedIn®: www.linkedin.com
    30,766 empleados en LinkedIn®
  • Teléfono: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: Director Ejecutivo, Fundador
  • Top Industries: Marketing y publicidad, Tecnología de la información y servicios
  • Company Size: 90% Small, 8% Medium

What Do G2 Reviewers Say About Bigin by Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Los usuarios valoran la facilidad de uso de Bigin by Zoho CRM, apreciando su configuración sencilla y su interfaz amigable.
  • Los usuarios valoran la simplicidad y organización de Bigin by Zoho CRM, lo que lo hace ideal para pequeñas empresas.
  • Los usuarios elogian el diseño intuitivo de Bigin by Zoho CRM, destacando su simplicidad y facilidad de navegación.
  • Los usuarios valoran la simplicidad de Bigin de Zoho CRM, encontrándolo fácil de usar y configurar para pequeñas empresas.
  • Los usuarios valoran la facilidad de uso y gestión de Bigin by Zoho CRM, apreciando su interfaz intuitiva y funcionalidad.
Cons
  • Los usuarios notan la falta de funciones avanzadas en Bigin de Zoho CRM, lo que limita la automatización y las integraciones.
  • Los usuarios encuentran que Bigin de Zoho CRM tiene funciones limitadas, careciendo de automatizaciones avanzadas y conectores para una integración ampliada.
  • Los usuarios experimentan problemas de integración con Bigin, encontrando la importación complicada y la integración de aplicaciones desafiante, especialmente para los principiantes.
  • Los usuarios notan la personalización limitada en Bigin, con campos restringidos y opciones de automatización básicas para necesidades avanzadas.
  • Los usuarios encuentran que Bigin de Zoho CRM tiene integraciones limitadas, lo que dificulta la conexión con otras aplicaciones esenciales para flujos de trabajo más fluidos.

What Are Recent G2 Reviews of Bigin by Zoho CRM?

What Are G2 Users Discussing About Bigin by Zoho CRM?

ActiveCampaign

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

Average Rating: 4.4/5.0

Total Reviews: 14,254

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Whether you’re looking to increase brand awareness, drive more leads, or convert more customers, ActiveCampaign has you covered. Take your marketing to the next level and achieve the engagement and growth you’ve been looking for. G2 buyers save 15% off annual ActiveCampaign subscriptions!

View this exclusive G2 deal

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

What Are G2 Users Discussing About ActiveCampaign?

Close

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

Average Rating: 4.7/5.0

Total Reviews: 2,073

G2 Deal: 20% off for new Close customers

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

Offer expires: 31 December 2026

View this exclusive G2 deal

How Do G2 Users Rate Close?

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

Who Is the Company Behind Close?

  • Seller: Close
  • Company Website:
  • Year Founded: 2013
  • HQ Location: 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
  • Twitter: @Close
    6,592 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    213 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Close?

AI-generated summary from verified user reviews

Pros
  • Users find Close to be extremely user-friendly, enabling quick access to essential features for efficient business management.
  • Users find Close to be incredibly helpful, especially with its intuitive design and fast customer support.
  • Users appreciate the enhanced communication management features of Close, streamlining client interactions effectively and efficiently.
  • Users love the simplicity and user-friendliness of Close, making customer management and prospect tracking effortless.
  • Users love the intuitive design of Close, finding it user-friendly and efficient for their needs.
Cons
  • Users note the missing features in Close, like mobile app limitations and no WhatsApp integration, affecting usability.
  • Users experience call issues, including unexpected charges and recording failures, which can hinder effective usage.
  • Users find the limited features of Close restrictive, particularly for B2C needs and advanced functionalities.
  • Users find the limited customization of Close frustrating, particularly for tailored reports and advanced dashboards.
  • Users find the learning curve steep, with challenges in merging leads and managing custom reports effectively.

What Are Recent G2 Reviews of Close?

What Are G2 Users Discussing About Close?

Attio

Attio es el CRM de IA para la próxima era de las empresas. Diseñado para adaptarse a cualquier negocio, Attio ofrece a las empresas el poder de entender a cada cliente, automatizar a gran escala y crear sistemas de entrada al mercado exactamente como lo necesitan. Miles de empresas, incluidos líderes de IA que definen categorías y startups, utilizan Attio para impulsar su entrada al mercado. ------------------------ Características clave: - IA para cómo ya trabajas. Pide a Attio que encuentre, actualice o cree en inglés simple. - Conecta a tus agentes con tu CRM. El servidor MCP de Attio se conecta a cualquier herramienta de IA para que tus agentes puedan leer, escribir y actuar sobre el contexto del cliente en vivo. - Un CRM que se adapta a tu negocio. Modela cualquier movimiento GTM con nuestro modelo de datos flexible, objetos personalizados y relaciones adaptadas para tu equipo. - Automatiza el trabajo detrás del acuerdo. Potentes flujos de trabajo dirigen clientes potenciales, gestionan acuerdos y mantienen tu pipeline en movimiento. - Deja de perseguir datos obsoletos. Attio enriquece automáticamente los registros de contactos y empresas, para que tu equipo nunca pierda tiempo en correos electrónicos muertos, títulos desactualizados o contexto faltante. - Rendimiento en tiempo real. Tableros en vivo e informes avanzados brindan a los equipos de ingresos visibilidad instantánea sobre el pipeline, la actividad y las tendencias. - Mantén la conversación en marcha. Graba reuniones, genera resúmenes de IA y sincroniza ideas clave directamente a tu CRM. - Conecta las herramientas que tu equipo ama. Attio se mantiene sincronizado en toda tu pila con una creciente biblioteca de integraciones y una Plataforma de Desarrolladores para crear las tuyas propias. Comenzar con Attio es rápido. Configura tu CRM en minutos sincronizando tu correo electrónico y calendario para construir un sistema completo sin entrada de datos manual. ------------------------ Únete a las miles de empresas que ya utilizan Attio para impulsar su crecimiento. Descubre lo que Attio puede hacer por ti en attio.com

Average Rating: 4.3/5.0

Total Reviews: 588

How Do G2 Users Rate Attio?

  • ¿Ha sido the product un buen socio para hacer negocios?: 8.5/10 (Category avg: 8.9/10)
  • Capacidad de flujo de trabajo: 8.5/10 (Category avg: 8.5/10)
  • Contacto y gestión de cuentas: 9.5/10 (Category avg: 8.7/10)
  • Gestión de Oportunidades y Pipelines.: 9.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Attio?

  • Vendedor: Attio
  • Sitio web de la empresa:
  • Año de fundación: 2019
  • Ubicación de la sede: London, GB
  • Twitter: @attio
    12,873 seguidores en Twitter
  • Página de LinkedIn®: www.linkedin.com
    174 empleados en LinkedIn®

Who Uses This Product?

  • Who Uses This: Director Ejecutivo, Fundador
  • Top Industries: Software de Computadora, Tecnología de la información y servicios
  • Company Size: 80% Small, 15% Medium

What Do G2 Reviewers Say About Attio?

AI-generated summary from verified user reviews

Pros
  • Los usuarios aprecian la facilidad de uso de Attio, disfrutando de su configuración fluida y opciones de personalización intuitivas.
  • Los usuarios valoran la fácil configuración de Attio, lo que permite una rápida productividad sin una curva de aprendizaje pronunciada.
  • A los usuarios les encanta la fantástica personalización de Attio, que permite configuraciones personalizadas que mejoran el seguimiento de clientes potenciales sin esfuerzo.
  • Los usuarios valoran la integración efectiva de Attio con varias herramientas, mejorando la productividad y creando una experiencia de flujo de trabajo sin interrupciones.
  • A los usuarios les encantan las características robustas de Attio, que permiten integraciones sin problemas, análisis avanzados y un soporte al cliente excepcional.
Cons
  • Los usuarios tienen dificultades con problemas de integración en Attio, necesitando más conexiones nativas de herramientas y características de enriquecimiento mejoradas.
  • Los usuarios notan las características faltantes en Attio, deseando mejoras y automatizaciones para mejorar la usabilidad y funcionalidad.
  • Los usuarios notan una curva de aprendizaje más pronunciada inicialmente, con complejidades en la configuración y flexibilidad que pueden ser abrumadoras.
  • Los usuarios encuentran problemas de características con el intercambio de correos electrónicos y la generación de informes en Attio, lo que dificulta la colaboración y el acceso a los datos.
  • Los usuarios encuentran la información incompleta en Attio desafiante, especialmente en lo que respecta al enriquecimiento de datos de IA y las limitaciones de informes.

What Are Recent G2 Reviews of Attio?

Zoho CRM

Zoho CRM es una herramienta de gestión de relaciones con clientes basada en la nube que atiende las necesidades empresariales de negocios de mediana a gran escala. Las características clave incluyen gestión de contactos, embudos de ventas, gestión de pipeline, automatización de flujos de trabajo, asistente conversacional impulsado por IA, gestión de tareas, gestión de campañas de marketing, pronóstico de ventas, soporte y servicio al cliente, gestión de inventario, informes y análisis, e integración sin problemas con más de 500 aplicaciones empresariales populares en un solo sistema empresarial.

Average Rating: 4.1/5.0

Total Reviews: 2,842

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How Do G2 Users Rate Zoho CRM?

  • ¿Ha sido the product un buen socio para hacer negocios?: 8.0/10 (Category avg: 8.9/10)
  • Capacidad de flujo de trabajo: 8.2/10 (Category avg: 8.5/10)
  • Contacto y gestión de cuentas: 8.5/10 (Category avg: 8.7/10)
  • Gestión de Oportunidades y Pipelines.: 8.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Zoho CRM?

  • Vendedor: Zoho
  • Año de fundación: 1996
  • Ubicación de la sede: Austin, TX
  • Twitter: @Zoho
    137,880 seguidores en Twitter
  • Página de LinkedIn®: www.linkedin.com
    30,766 empleados en LinkedIn®
  • Teléfono: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: Propietario, Director Ejecutivo
  • Top Industries: Tecnología de la información y servicios, Software de Computadora
  • Company Size: 62% Small, 33% Medium

What Do G2 Reviewers Say About Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • A los usuarios les encanta la interfaz intuitiva de Zoho CRM, lo que hace que las tareas diarias sean fáciles y fluidas de navegar.
  • Los usuarios aprecian las potentes características de IA de Zoho CRM, mejorando las ventas, el marketing y el soporte al cliente sin problemas.
  • Los usuarios aprecian las integraciones fluidas de Zoho CRM, mejorando la colaboración entre los procesos de Marketing y Ventas de manera efectiva.
  • Los usuarios aprecian las fáciles integraciones en Zoho CRM, mejorando la eficiencia del flujo de trabajo y simplificando la gestión de clientes.
  • Los usuarios aprecian la flexibilidad y facilidad de gestión de leads con las amplias características e integraciones de Zoho CRM.
Cons
  • Los usuarios experimentan una curva de aprendizaje desafiante con Zoho CRM, ya que las funciones avanzadas pueden ser confusas al principio.
  • Los usuarios encuentran que las funciones limitadas en Zoho CRM restringen la funcionalidad, dificultando la integración y automatización con otros sistemas.
  • Los usuarios tienen dificultades con problemas de integración, encontrando el sistema inflexible y desafiante para automatizar con herramientas que no son de Zoho.
  • Los usuarios encuentran la complejidad de Zoho CRM desafiante para los principiantes, a menudo luchando por localizar funciones y navegar por el sistema.
  • Los usuarios a menudo enfrentan un mal servicio al cliente con Zoho CRM, lo que lleva a la frustración y desafíos durante tareas críticas.

What Are Recent G2 Reviews of Zoho CRM?

What Are G2 Users Discussing About Zoho CRM?

HighLevel

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

Average Rating: 4.6/5.0

Total Reviews: 636

How Do G2 Users Rate HighLevel?

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

Who Is the Company Behind HighLevel?

  • Seller: HighLevel
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Dallas, Texas
  • Twitter: @gohighlevel
    8,862 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,407 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About HighLevel?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the flexibility and comprehensive features of HighLevel, finding it easy to set up and integrate.
  • Users appreciate the all-in-one functionality of HighLevel, enhancing efficiency in marketing, sales, and client management.
  • Users praise the excellent customer support of HighLevel, appreciating their responsiveness and active feature requests.
  • Users value the extensive feature set of Go HighLevel, appreciating its depth and constant innovation in marketing tools.
  • Users value the intuitive automation setup in HighLevel, enhancing their workflow and client management effectively.
Cons
  • Users find the steep learning curve of HighLevel challenging, complicating their ability to leverage its extensive features.
  • Users desire more missing features in HighLevel, impacting functionality like email marketing and live streaming capabilities.
  • Users face a steep learning curve with HighLevel, requiring significant effort to master its numerous features and updates.
  • Users find HighLevel to be not intuitive, often feeling overwhelmed by its complexity and learning curve.
  • Users express concern over poor customer support, finding the team uninformed and responses often vague.

What Are Recent G2 Reviews of HighLevel?

What Are G2 Users Discussing About HighLevel?

EngageBay

EngageBay es una plataforma de compromiso con el cliente todo en uno diseñada para pequeñas y medianas empresas que desean gestionar marketing, ventas y soporte desde un sistema unificado. Posicionada como una alternativa económica a plataformas como HubSpot y ActiveCampaign, se centra en ofrecer capacidades esenciales de CRM y automatización sin los costos generales típicamente asociados con el software empresarial. La plataforma combina gestión de contactos y acuerdos, automatización de marketing, marketing por correo electrónico, páginas de destino, formularios, chat en vivo y funcionalidad de mesa de ayuda dentro de una sola interfaz. Al consolidar estas funciones, EngageBay proporciona a los equipos una vista centralizada de las interacciones con los clientes a lo largo del ciclo de vida y reduce la necesidad de múltiples herramientas desconectadas. EngageBay también incorpora características asistidas por IA para agilizar tareas comunes y mejorar la productividad. Estas capacidades incluyen generación de correos electrónicos y contenido impulsada por IA, sugerencias de líneas de asunto y asistencia en flujos de trabajo que ayudan a los equipos a crear campañas y comunicaciones de manera más eficiente. Las herramientas de IA están diseñadas para apoyar la ejecución diaria en lugar de reemplazar la estrategia central, haciéndolas accesibles para equipos más pequeños que pueden no tener especialistas dedicados en automatización. En el lado del marketing, los usuarios pueden construir campañas de correo electrónico, diseñar flujos de trabajo de automatización, capturar leads a través de formularios y páginas de destino, y realizar pruebas A/B. El módulo CRM apoya el seguimiento de pipelines, la gestión de contactos, la automatización de tareas y la programación de citas para ayudar a los equipos de ventas a gestionar oportunidades de manera estructurada. Para el compromiso post-compra, la suite de servicios incluye herramientas de ticketing, base de conocimientos y chat en vivo para gestionar conversaciones de soporte al cliente desde un solo lugar. Un principio clave de diseño de EngageBay es la accesibilidad para empresas en crecimiento. La plataforma ofrece un nivel gratuito con funcionalidad básica y escala a través de planes pagados agrupados en lugar de numerosos complementos, ayudando a los equipos a adoptar la automatización sin una inversión inicial significativa. EngageBay se integra con una variedad de herramientas de terceros y proporciona paneles de informes para monitorear el rendimiento de campañas, el progreso de acuerdos y la actividad de soporte. Aunque no está posicionada como una plataforma empresarial profunda, está construida para satisfacer las necesidades operativas diarias de los equipos de ingresos de PYMES que buscan una solución integrada, asistida por IA y consciente del presupuesto. La plataforma está construida con un enfoque en la simplicidad y el rendimiento, integrando automatización avanzada de marketing, CRM de ventas y software de soporte al cliente en un sistema cohesivo. EngageBay aprovecha la inteligencia de IA de vanguardia para mejorar la productividad y la toma de decisiones en varios equipos. Esta integración permite a las empresas agilizar sus operaciones y mejorar las interacciones con los clientes, convirtiéndola en una opción ideal para organizaciones que requieren una solución robusta pero fácil de usar. Las capacidades de IA de EngageBay son particularmente notables, proporcionando a los usuarios herramientas que ayudan a crear contenido rápidamente, predecir resultados de manera inteligente y ofrecer experiencias personalizadas a escala. El Generador de Correos Electrónicos y Contenido de IA permite a los usuarios crear correos electrónicos y campañas atractivas en segundos, mientras que la función de Puntuación de Leads y Acuerdos de IA ayuda a identificar y priorizar los leads con más probabilidades de conversión. Además, las Perspectivas y Recomendaciones de IA ofrecen sugerencias accionables para mejorar el compromiso y la productividad, facilitando a las empresas navegar efectivamente sus viajes de cliente. La plataforma también cuenta con un conjunto de características clave que añaden un valor significativo a sus usuarios. Las capacidades de automatización de marketing de EngageBay incluyen flujos de trabajo de marketing por correo electrónico, constructores de páginas de destino y formularios, e integración con redes sociales, que colectivamente mejoran los esfuerzos de alcance. El componente CRM de ventas proporciona herramientas para la gestión de contactos y acuerdos, pipelines de ventas visuales y colaboración en equipo, asegurando que los procesos de ventas sean eficientes y transparentes. Además, las características de soporte al cliente, como un sistema de mesa de ayuda y ticketing, chat en vivo y una vista unificada del cliente, facilitan la comunicación y entrega de servicios sin problemas. EngageBay es particularmente adecuado para pequeñas y medianas empresas, startups y equipos en crecimiento que buscan una alternativa asequible pero poderosa a herramientas fragmentadas. Está diseñado para organizaciones que buscan automatizar interacciones con clientes, alinear esfuerzos de marketing y ventas, y mejorar la eficiencia del soporte mediante el uso de IA. Este enfoque integral no solo mejora la eficiencia operativa, sino que también posiciona a las empresas para competir efectivamente en sus respectivos mercados. ¿Qué es este producto? EngageBay es una plataforma de software CRM todo en uno construida para pequeñas y medianas empresas para gestionar la automatización de marketing, pipelines de ventas y soporte al cliente en un solo sistema. Combina marketing por correo electrónico, automatización de marketing, páginas de destino, gestión de contactos, seguimiento de acuerdos, mesa de ayuda y chat en vivo, eliminando la necesidad de múltiples herramientas desconectadas. Diseñada como una alternativa asequible a HubSpot y ActiveCampaign, EngageBay ayuda a las empresas en crecimiento a atraer leads, convertir acuerdos y apoyar a los clientes sin los costos o la complejidad a nivel empresarial. Centraliza los datos de los clientes, automatiza flujos de trabajo y mejora la visibilidad a lo largo de todo el ciclo de vida del cliente.

Average Rating: 4.6/5.0

Total Reviews: 726

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?

  • ¿Ha sido the product un buen socio para hacer negocios?: 9.5/10 (Category avg: 8.9/10)
  • Capacidad de flujo de trabajo: 8.9/10 (Category avg: 8.5/10)
  • Contacto y gestión de cuentas: 9.3/10 (Category avg: 8.7/10)
  • Gestión de Oportunidades y Pipelines.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind EngageBay?

  • Vendedor: EngageBay Inc
  • Sitio web de la empresa:
  • Año de fundación: 2018
  • Ubicación de la sede: Wilmington, Delaware
  • Twitter: @engagebay
    16,866 seguidores en Twitter
  • Página de LinkedIn®: www.linkedin.com
    54 empleados en LinkedIn®

Who Uses This Product?

  • Who Uses This: Gerente de Marketing, Fundador
  • Top Industries: Tecnología de la información y servicios, Contratación y Reclutamiento
  • Company Size: 70% Small, 31% Medium

What Do G2 Reviewers Say About EngageBay?

AI-generated summary from verified user reviews

Pros
  • Los usuarios aprecian la facilidad de uso de EngageBay, que agiliza su flujo de trabajo y mejora la productividad diaria.
  • Los usuarios valoran la automatización que ahorra tiempo de EngageBay, mejorando la organización y optimizando el flujo de trabajo con herramientas integradas.
  • Los usuarios aprecian el asombroso soporte al cliente de EngageBay, recibiendo constantemente respuestas rápidas y útiles del equipo.
  • Los usuarios aprecian la integración perfecta de las funciones de CRM, correo electrónico y automatización en EngageBay, mejorando significativamente su flujo de trabajo.
  • Los usuarios valoran las sofisticadas funciones de automatización de EngageBay, mejorando la eficiencia del flujo de trabajo y simplificando las operaciones diarias.
Cons
  • Los usuarios encuentran las funciones faltantes como el hilo de correos electrónicos y las opciones avanzadas de informes frustrantes y limitan la usabilidad.
  • Los usuarios experimentan funciones limitadas con EngageBay, sintiendo restricciones en la funcionalidad móvil y herramientas de soporte esenciales.
  • Los usuarios encuentran que las funciones de informes son limitadas y carecen de detalles, lo que afecta su capacidad para utilizar completamente EngageBay.
  • Los usuarios experimentan personalización limitada para características clave como páginas de destino y flujos de trabajo, lo que obstaculiza su efectividad.
  • Los usuarios señalan capacidades de informes deficientes en EngageBay, lo que dificulta un análisis más profundo y una personalización avanzada para necesidades específicas.

What Are Recent G2 Reviews of EngageBay?

What Are G2 Users Discussing About EngageBay?

Brevo Marketing Platform

Trusted by over 500,000 businesses worldwide, Brevo (formerly Sendinblue) is the affordable, all-in-one marketing and CRM stack that helps growing businesses scale faster. It's easy to use and suitable for companies of all sizes. Build lasting customer relationships with Brevo's flexible toolkit. Products range from marketing to sales, chat, and transactional emails. Choose what you need — and only pay for what you use. Here are just some of the things you can do with Brevo: - Run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads - Trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs - Automate marketing activities to deliver the right message at the right time, and efficiently manage your audience - Reduce the number of marketing and sales apps — and get a full view of customer interactions with tools that talk to each other - Engage customers in real-time and reply to FAQs 24/7 with live chat and chatbot - Track leads, automate tasks, and schedule meetings with the Brevo Sales Platform - Connect your e-commerce store to track web sales and use the Retention analysis to improve your marketing strategy. - Talk to customers anytime, anywhere with Brevo’s cloud-based phone system Learn more and start for free at https://www.brevo.com/products/marketing-platform/ Get a custom quote: https://www.brevo.com/plus/contact/

Average Rating: 4.5/5.0

Total Reviews: 2,493

How Do G2 Users Rate Brevo Marketing Platform?

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

Who Is the Company Behind Brevo Marketing Platform?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Brevo Marketing Platform?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Brevo Marketing Platform?

What Are G2 Users Discussing About Brevo Marketing Platform?

Capsule CRM

Capsule CRM es una herramienta de gestión de relaciones con clientes (CRM) orientada al crecimiento que empodera a vendedores, mercadólogos y propietarios de negocios para ganar más negocios, retener más clientes y ofrecer un trabajo excepcional. Con un enfoque en la simplicidad y la eficiencia, nuestros más de 10,000 clientes globales se sienten atraídos por nuestro excelente valor y apoyo increíble.

Average Rating: 4.7/5.0

Total Reviews: 513

G2 Deal: 20% off the monthly price per user of any paid Capsule plan for 12 months

Capsule CRM is a growth-oriented CRM tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. G2 customers can get 20% off the monthly price per user of any paid Capsule plan for the first 12 months.

Price: ~~$21-$75 per user per month.~~ → $16.80-$60 per user per month.

View this exclusive G2 deal

How Do G2 Users Rate Capsule CRM?

  • ¿Ha sido the product un buen socio para hacer negocios?: 9.5/10 (Category avg: 8.9/10)
  • Capacidad de flujo de trabajo: 8.4/10 (Category avg: 8.5/10)
  • Contacto y gestión de cuentas: 9.1/10 (Category avg: 8.7/10)
  • Gestión de Oportunidades y Pipelines.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Capsule CRM?

  • Vendedor: Capsule
  • Sitio web de la empresa:
  • Año de fundación: 2007
  • Ubicación de la sede: Manchester, GB
  • Twitter: @CapsuleCRM
    5,249 seguidores en Twitter
  • Página de LinkedIn®: www.linkedin.com
    55 empleados en LinkedIn®

Who Uses This Product?

  • Who Uses This: Director, Propietario
  • Top Industries: Consultoría, Marketing y publicidad
  • Company Size: 92% Small, 7% Medium

What Do G2 Reviewers Say About Capsule CRM?

AI-generated summary from verified user reviews

Pros
  • Los usuarios encuentran Capsule CRM increíblemente fácil de usar, lo que lo hace perfecto para principiantes y eficiente para pequeñas empresas.
  • Los usuarios elogian constantemente el soporte al cliente excepcional de Capsule CRM, destacando respuestas rápidas y soluciones efectivas.
  • Los usuarios aprecian Capsule CRM por su diseño fácil de usar, haciendo la gestión de ventas simple y eficiente para las pequeñas empresas.
  • Los usuarios valoran la simplicidad de Capsule CRM, apreciando su fácil configuración y diseño amigable para una gestión efectiva.
  • Los usuarios aprecian la gestión de tareas intuitiva en Capsule CRM, mejorando la productividad y la claridad en las prioridades diarias.
Cons
  • Los usuarios desean funciones faltantes adicionales, como más plantillas y opciones mejoradas para gestionar la información del cliente.
  • Los usuarios notan las opciones limitadas de personalización en Capsule CRM, lo que puede obstaculizar el uso personalizado para algunas necesidades.
  • Los usuarios enfrentan problemas de integración con Capsule CRM, lo que limita la colaboración y la dependencia de herramientas de terceros para la funcionalidad.
  • Los usuarios encuentran la empinada curva de aprendizaje de Capsule CRM desafiante, deseando mejores recursos para dominar las funciones.
  • Los usuarios sienten que Capsule CRM tiene funciones limitadas, particularmente en la aplicación móvil, lo que dificulta el uso efectivo y la integración.

What Are Recent G2 Reviews of Capsule CRM?

What Are G2 Users Discussing About Capsule CRM?

Nutshell

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

Average Rating: 4.3/5.0

Total Reviews: 1,431

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
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Ann Arbor, Michigan
  • Twitter: @nutshell
    2,794 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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, 17% 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?

LocaliQ

LocaliQ is how businesses attract and retain ideal customers. The marketing platform helps businesses grow faster with a suite of AI lead management and digital agents, marketing automation, omnichannel campaign management, advanced reporting, and expert-led services. The technology allows customers to optimize ad spend in real-time across multiple channels, saving time and ensuring real results. Dash is LocaliQ’s AI-powered lead management SaaS solution designed to help businesses convert more leads into customers, faster and more efficiently. With automated lead scoring, follow-ups, and reporting, plus advanced AI agents and an included SMS conversational tool, Dash streamlines workflows, eliminates manual tasks, and helps to boost revenue for businesses of all sizes. Integrated with LocaliQ’s AI marketing platform, Dash enables businesses to enhance customer experiences, automate workflows, and save time to focus on growing their business. LocaliQ's products and services include: -AI Agents (Voice, SMS, and live chat) -Marketing Automation -Lead Management Software -Lead Scoring -Live Chat -SMS Marketing -Social Media Marketing -Cross-Channel Advertising -Paid Search Advertising -Marketing Analytics -Social Media Advertising -Display Advertising -Video Advertising -Targeted Email Marketing -Multi-Listings Management -SEO Tools -Websites & Landing Pages -Custom Promotions Gannett is now USA TODAY Co. In order to align all digital marketing solutions under a single brand identity, the ReachLocal, WordStream, and ThriveHive brands were consolidated under the LocaliQ name.

Average Rating: 4.5/5.0

Total Reviews: 1,064

How Do G2 Users Rate LocaliQ?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind LocaliQ?

  • Seller: USA TODAY Co.
  • Company Website:
  • Year Founded: 1906
  • HQ Location: Gannett Co., Inc. 1675 Broadway, 23rd Floor New York, NY 10019
  • LinkedIn® Page: www.linkedin.com
    5,795 employees on LinkedIn®
  • Ownership: NYSE: GCI

Who Uses This Product?

  • Who Uses This: Owner, Marketing Manager
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 71% Small, 25% Medium

What Do G2 Reviewers Say About LocaliQ?

AI-generated summary from verified user reviews

Pros
  • Users praise the exceptional customer support from LocaliQ, noting their responsiveness, personalization, and strategic guidance.
  • Users value the responsive team communication and ease of use that LocaliQ consistently provides during marketing efforts.
  • Users value the team's helpfulness, noting their genuine care and proactive support for achieving success.
  • Users highlight the significant business growth achieved with LocaliQ, boosting leads and enhancing marketing strategies effectively.
  • Users appreciate the ease of use of LocaliQ, streamlining target audience selection and campaign management effortlessly.
Cons
  • Users find LocaliQ expensive, emphasizing the challenge of high costs for small businesses with limited budgets.
  • Users find the high costs of LocaliQ challenging, especially for small businesses with limited budgets.
  • Users express concern over limited features in LocaliQ, impacting lead quality and regional support.
  • Users face a lack of customer support with LocaliQ, resulting in a challenging learning experience.
  • Users report overpromised sales results with vague metrics and aggressive upselling tactics, leading to dissatisfaction.

What Are Recent G2 Reviews of LocaliQ?

What Are G2 Users Discussing About LocaliQ?