# Best CRM Software for Small Business *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall CRM category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business CRM category. In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Small Business CRM Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,022 ### Category Stats (May 2026) - **Average Rating**: 4.39/5 - **New Reviews This Quarter**: 1,438 - **Buyer Segments**: Small-Business 55% │ Mid-Market 33% │ Enterprise 12% - **Top Trending Product**: Superleap (+0.286) *Last updated: May 18, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,400+ Authentic Reviews - 1,022+ 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. ## Top CRM Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,600 reviews) | AI-automated pipeline-to-close CRM workflows | "[Agentforce Sales: Proactive, Context-Aware Automation with Strong Security and Easy Setup](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12803655)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,194 reviews) | Pipeline visibility with automated sales sequencing | "[All-in-One, Intuitive Sales Platform with Powerful Automation and Integrations](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12801170)" | | 3 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (2,996 reviews) | Visual sales pipeline with deal-stage automation | "[Practical CRM for Managing Communication and Workflow Activities](https://www.g2.com/survey_responses/pipedrive-review-12829512)" | | 4 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,821 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)" | | 5 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,020 reviews) | High-velocity outbound sales with built-in dialer | "[Efficient CRM with Easy Setup and Strong Follow-Up Tools](https://www.g2.com/survey_responses/close-review-11140783)" | | 6 | [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) | 4.4/5.0 (14,147 reviews) | Behavior-triggered CRM with automation workflows | "[Clear UI and Best-in-Class Automations Make CRM Management Effortless](https://www.g2.com/survey_responses/activecampaign-review-12689317)" | | 7 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (809 reviews) | Pipeline-centric sales CRM for spreadsheet-to-CRM migration | "[Simple and practical CRM for managing patient follow ups in daily work](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12746024)" | | 8 | [monday CRM](https://www.g2.com/products/monday-crm/reviews) | 4.6/5.0 (1,152 reviews) | Visual pipeline tracking with no-code automation | "[Essential Task Scheduler with Room for Feature Growth](https://www.g2.com/survey_responses/monday-crm-review-12737591)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (623 reviews) | Omnichannel CRM with white-label automation workflows | "[Outstanding C ***** 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email](https://www.g2.com/survey_responses/highlevel-review-12853292)" | | 10 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (887 reviews) | SAP-native lead-to-cash pipeline visibility | "[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)" | ## Which Type of CRM Software Tools Are You Looking For? - [CRM Software](https://www.g2.com/categories/crm) *(current)* - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- **Sponsored** ### Kintone Kintone is a no-code business application platform designed to empower non-technical users to create robust applications, workflows, and databases tailored to their teams and organizations. By utilizing a user-friendly interface that emphasizes clicks over coding, Kintone enables individuals to develop applications that streamline business processes, enhance collaboration on projects and tasks, and facilitate the reporting of complex data with ease. This platform is particularly beneficial for business users who require immediate solutions without the need for extensive programming knowledge. Kintone offers a wide array of pre-built applications that cater to various use cases, including customer relationship management (CRM), project management, inventory management, and more. These templates allow users to hit the ground running and adapt the applications to their specific needs, significantly reducing the time and effort required to implement new systems. Kintone's target audience includes small to medium-sized businesses, project managers, team leaders, and any professional looking to optimize their workflow without relying on IT departments or external developers. The no-code approach democratizes app development, allowing users from diverse backgrounds to participate in creating solutions that address their unique challenges. This inclusivity fosters a culture of innovation within organizations, as team members can contribute ideas and improvements based on their firsthand experiences. Key features of Kintone include customizable dashboards, automated workflows, and real-time collaboration tools. Users can design dashboards that provide insights into their projects and data at a glance, while automated workflows help eliminate repetitive tasks, ensuring that team members can focus on higher-value activities. The platform also supports real-time collaboration, enabling teams to work together seamlessly, share updates, and track progress on projects without the need for constant meetings or email exchanges. Kintone stands out in the no-code platform category by offering a flexible and scalable solution that grows with organizations. Its ability to integrate with other tools and services further enhances its functionality, allowing users to create a comprehensive ecosystem that meets their evolving business needs. By providing a powerful yet accessible platform for app development, Kintone empowers users to take control of their workflows and drive efficiency within their teams. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=16406&secure%5Bresource_id%5D=179&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcrm%3Fwebview%3D1&secure%5Btoken%5D=cf21b0e6f8157b844ac2314ac12a25bbe71aa15c0c14ebf96370a277b031780a&secure%5Burl%5D=https%3A%2F%2Fwww.kintone.com%2Fhow-to-get-started-with-kintone2%2F%3Futm_campaign%3DG2%2520Ads%26utm_source%3DG2%26utm_medium%3Dcpc%26utm_term%3DGet%2520started%2520CTA&secure%5Burl_type%5D=custom_url) --- ## Buyer Guide: Key Questions for Choosing CRM Software Software ### What does CRM software do? I think of CRM software as the customer record system that keeps sales, account, and follow-up activity organized in one place. It stores contacts, companies, deals, notes, tasks, emails, calls, and pipeline updates so teams can see where each relationship stands. From what I see across G2 reviewer accounts, CRM platforms are used to track leads, manage deals, assign next steps, automate reminders, and report on customer or revenue activity. When customer information sits across inboxes, spreadsheets, call notes, and individual memory, a CRM gives the business one shared view of the relationship. ### Why do businesses use CRM software? When I reviewed G2 sentiment in this category, the recurring pressure point was sales visibility. Teams needed to know which leads to contact, which deals were active, what happened last, and what needed to happen next. From the patterns I evaluated, several outcomes show up consistently: - Reviewers describe lead and contact tracking as the base reason they rely on CRM software. - Many value pipeline views because they show deal stage, owner, expected value, and progress. - Users mention automations, reminders, and task assignment as ways to keep follow-up from slipping. - Several point to dashboards and reports as useful for tracking sales activity, team progress, and quarterly goals. However, reviewers also mention setup effort, data quality issues, sync gaps, add-on costs, slow screens, and complex customization as areas to review closely. ### Who uses CRM software primarily? After analyzing G2 reviewer profiles, I found that CRM software serves teams that manage customer relationships, sales activity, and account records. - **Sales representatives:** Track leads, calls, emails, deal stages, and next steps. - **Sales managers:** Review pipeline health, team activity, forecasts, and closed deals. - **Marketing teams:** Manage campaign contacts, lead sources, segments, and handoff to sales. - **Customer success teams:** Track customer health, renewals, satisfaction, and account history. - **Business owners and founders:** Keep contacts, deals, tasks, and customer communication organized without a large operations team. - **RevOps and CRM admins:** Configure fields, workflows, dashboards, permissions, and integrations. - **Support and service teams:** Use customer history to understand past issues and open conversations. ### What types of CRM software should I consider? When I examined how reviewers describe the products they use, CRM platforms generally cluster into a few groups: - **Sales pipeline CRMs:** Built for lead tracking, deal stages, activities, forecasting, and rep follow-up. - **All-in-one customer platforms:** Combine CRM with marketing email, forms, service tools, automations, and reporting. - **Small business CRMs:** Focus on simple contact management, reminders, lightweight automation, and quick setup. - **Customer success CRMs:** Track account health, renewals, onboarding, customer KPIs, and engagement signals. - **Enterprise CRM platforms:** Support custom objects, complex workflows, permissions, integrations, and larger admin teams. ### What are the core features to look for in CRM software? When I examined G2 reviewer sentiment, the CRM capabilities buyers prioritize most include: - Contact and account records that keep customer details, history, and activity timelines easy to update and retrieve. - Pipeline management with clear deal stages, ownership, and close dates that teams can act on. - Follow-up automation through tasks, reminders, sequences, and workflow rules that keep deals moving. - Reporting and forecasting that surfaces pipeline health, activity trends, and revenue visibility. - Integrations across email, calendar, phone, marketing, and support with reliable sync and duplicate controls. ### What trends are shaping CRM software right now? From my review of G2 user sentiment and recent market signals, the following trends are reshaping this category: - **AI agents moving into sales workflows:** CRM systems are adding agents for prospect research, lead follow-up, email drafting, and deal support. - **Data hygiene as a CRM priority:** Teams are cleaning duplicates, correcting errors, and standardizing fields so AI and reporting can work with better customer context. - **CRM expanding into a broader customer platform:** Sales, marketing, service, and customer data are being pulled closer together to reduce stack sprawl. - **Buyer confidence shaping sales process design:** CRM workflows are being built around clearer value proof, better follow-up, and more informed buying groups. - **Pipeline work getting more signal-led:** AI, buyer activity, and customer data are being used to guide which accounts need attention next. ### How should I choose CRM software? My analysis of G2 data suggests choosing CRM software around the customer workflow that needs the most structure. Sales-led teams should prioritize lead routing, pipeline views, follow-up tasks, forecasting, and email or calendar sync. Companies with marketing and service needs should look closely at automation, segmentation, customer history, and cross-team records. I also advise weighing setup effort, admin control, reporting depth, data cleanup, integration quality, and pricing tiers because those details often shape whether teams keep the CRM current after rollout. --- ## What Are the Top-Rated CRM Software Products in 2026? ### 1. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 13,194 **Product Description:** 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. ### What Do G2 Reviewers Say About HubSpot Sales Hub? *AI-generated summary from verified user reviews* **Pros:** - Users find HubSpot Sales Hub **easy to use** , with great tools that simplify customer management and support. - Users value the **user-friendly automation features** of HubSpot Sales Hub, enhancing efficiency and streamlining sales processes. - Users admire the **helpful product support** from HubSpot Sales Hub, enhancing their overall experience and productivity. - Users value the **intuitive lead management** of HubSpot Sales Hub, which streamlines lead tracking and workflow automation. - Users value the **intuitive design** of HubSpot Sales Hub, making it easy to navigate and manage sales information. **Cons:** - Users find the **missing features** in HubSpot Sales Hub limit its effectiveness and ease of use. - Users find the **limited features** of HubSpot Sales Hub frustrating, with basic functionalities and complicated forecasts. - Users find the **learning curve steep** with HubSpot Sales Hub, particularly due to its complex features and UI. - Users find HubSpot Sales Hub to be **expensive** , especially when scaling or needing advanced features. - Users find the **limited customization** of HubSpot Sales Hub restricts their ability to tailor the tool to specific needs. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **"[All-in-One, Intuitive Sales Platform with Powerful Automation and Integrations](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12801170)"** **Rating:** 5.0/5.0 stars *— Feras T.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12801170) --- **"[All-in-One Client Lifecycle Management in HubSpot Sales Hub](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12836425)"** **Rating:** 5.0/5.0 stars *— Margarita C.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12836425) --- #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments ### 2. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 24,600 **Product Description:** 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 ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Agentforce Sales, enjoying quick access to all customer information effortlessly. - Users love the **feature-rich capabilities** of Agentforce Sales, enhancing seller productivity and customer engagement. - Users praise **lead management capabilities** of Agentforce Sales, enhancing customer experience and team collaboration. - Users value the **extensive customization options** of Agentforce Sales, tailoring it effectively for unique business needs. - Users value the **extensive customizability** of Agentforce Sales, tailoring it effectively to meet diverse business needs. **Cons:** - Users find the **learning curve steep** due to complex configurations and difficulties in report building for newcomers. - Users find **Salesforce Sales Cloud overly complicated** and time-consuming to set up, especially for smaller teams. - Users find **missing features** like quoting for subscriptions and easy list creation hinder their efficiency in Agentforce Sales. - Users find that **limited features** hinder customization and reporting, requiring time and expertise for effective setup. - Users find the **pricing model prohibitive** , especially for smaller companies, affecting affordability and value perception. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Agentforce Sales: Proactive, Context-Aware Automation with Strong Security and Easy Setup](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12803655)"** **Rating:** 5.0/5.0 stars *— Hasim M.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12803655) --- **"[Agentforce Sales: All-in-One CRM, Automation, and AI That Boosts Sales Efficiency](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12829240)"** **Rating:** 5.0/5.0 stars *— Karthik K.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12829240) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments ### 3. [Pipedrive](https://www.g2.com/products/pipedrive/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 2,996 **Product Description:** 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. ### What Do G2 Reviewers Say About Pipedrive? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Pipedrive, appreciating its intuitive interface and seamless navigation. - Users value the **intuitive interface** of Pipedrive, appreciating its ease of use and customization capabilities. - Users appreciate the **simplicity and user-friendliness** of Pipedrive, making it easy to manage tasks and integrate systems. - Users appreciate the **helpful support and training resources** offered by Pipedrive, enhancing their CRM experience. - Users value the **seamless integrations** of Pipedrive, enhancing organization and enabling effective campaign attribution effortlessly. **Cons:** - Users express frustration over the **missing features** that come at a high cost, limiting functionality for solo practices. - Users find Pipedrive's **limited features** restrictive, especially for advanced reporting and necessary automations. - Users find the **learning curve steep** , requiring extensive training and time to master Pipedrive's functionalities. - Users face **integration issues** with Pipedrive, particularly with Google Calendar not syncing essential meeting details. - Users find Pipedrive to be **expensive** , with high costs for add-ons and features suitable for solo practices. #### What Are Recent G2 Reviews of Pipedrive? **"[Practical CRM for Managing Communication and Workflow Activities](https://www.g2.com/survey_responses/pipedrive-review-12829512)"** **Rating:** 5.0/5.0 stars *— VINAY P.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-12829512) --- **"[Essential for Customer Management, Easy to Use](https://www.g2.com/survey_responses/pipedrive-review-9534286)"** **Rating:** 5.0/5.0 stars *— Mark R.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-9534286) --- #### What Are G2 Users Discussing About Pipedrive? - [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments - [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments - [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments ### 4. [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 809 **Product Description:** Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small businesses unify all customer-facing operations— marketing, sales, onboarding, delivery, and support and manage customer relationships effectively. What makes Bigin unique and a compelling choice for any business? - Simplicity and ease-of-use. - Designed for small businesses, startups, SMBs, customer-facing teams. - End-to-end mobile accessibility - Affordable pricing - Streamlined customer operations - Smooth collaboration and teamwork ### What Do G2 Reviewers Say About Bigin by Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Bigin by Zoho CRM, making it simple to set up and manage. - Users appreciate the **simplicity and intuitive design** of Bigin by Zoho CRM, making it easy to navigate and use. - Users praise the **intuitive design** of Bigin by Zoho CRM, appreciating its simplicity and ease of navigation. - Users enjoy the **simplicity** of Bigin by Zoho CRM, making it easy to set up and manage tasks efficiently. - Users appreciate the **ease of use and management** of Bigin by Zoho CRM, citing its efficient features and interface. **Cons:** - Users find the **missing advanced features** in Bigin by Zoho CRM limiting for effective automation and integrations. - Users find the **limited features** of Bigin by Zoho CRM restrict their ability to automate and integrate effectively. - Users express frustration over the **limited customization** options in Bigin, hindering integration with other applications. - Users face **integration issues** , wishing for more add-ons and better connectivity with other applications for enhanced functionality. - Users find Bigin by Zoho CRM has **limited integrations** , which hinders its compatibility with other third-party tools. #### What Are Recent G2 Reviews of Bigin by Zoho CRM? **"[Simple and practical CRM for managing patient follow ups in daily work](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12746024)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12746024) --- **"[Zoho Bigin: Simple Setup, Intuitive Pipeline, and Smooth Lead Management](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12600043)"** **Rating:** 5.0/5.0 stars *— Akshay C.* [Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-12600043) --- #### What Are G2 Users Discussing About Bigin by Zoho CRM? - [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/discussions/what-is-the-difference-between-bigin-and-zoho-crm) - [Does Bigin integrate with Zoho CRM?](https://www.g2.com/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote - [What is Zoho Bigin?](https://www.g2.com/discussions/what-is-zoho-bigin) - 2 comments ### 5. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 14,147 **Product Description:** 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. ### What Do G2 Reviewers Say About ActiveCampaign? *AI-generated summary from verified user reviews* **Pros:** - Users find ActiveCampaign's **ease of use** remarkable, streamlining communication and enhancing engagement effortlessly. - Users highly value the **automation features** of ActiveCampaign, noting significant improvements in engagement and efficiency. - Users value the **automation features** of ActiveCampaign, enhancing efficiency in email marketing and lead nurturing significantly. - Users value the **powerful automations** of ActiveCampaign, enhancing customer engagement and streamlining workflows effectively. - Users appreciate the **ease of use and powerful automation** features of ActiveCampaign for effective customer engagement. **Cons:** - Users face a challenging **learning curve** with ActiveCampaign, requiring time and support to master its features. - Users find ActiveCampaign **expensive** and suggest more affordable options to accommodate startups and smaller businesses. - Users find a **lack of testing features** and limited options for client information storage frustrating in ActiveCampaign. - Users find the **limited features** of ActiveCampaign inadequate compared to other options, affecting overall satisfaction and value. - Users find ActiveCampaign to be **not intuitive** , struggling with complex setup and overwhelming features for their specific needs. #### What Are Recent G2 Reviews of ActiveCampaign? **"[Clear UI and Best-in-Class Automations Make CRM Management Effortless](https://www.g2.com/survey_responses/activecampaign-review-12689317)"** **Rating:** 5.0/5.0 stars *— Tomás Alejandro M.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-12689317) --- **"[Strong Automation Features With Some Scaling Challenges](https://www.g2.com/survey_responses/activecampaign-review-12798717)"** **Rating:** 4.5/5.0 stars *— alka m.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-12798717) --- #### What Are G2 Users Discussing About ActiveCampaign? - [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment - [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment - [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment ### 6. [Close](https://www.g2.com/products/close/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 2,020 **Product Description:** Most CRMs store data. Close helps you act on it. With built-in calling, email, SMS, and automation, your team can reach leads instantly — without stitching together tools. Trusted by 10,000+ teams • 2B+ sales interactions • 4.7★, Close is built to help sales teams move faster and close more deals. Now meet Chloe. Chloe is your AI sales teammate, built into Close. She doesn’t just automate tasks — she takes action. A new lead comes in → Chloe calls instantly A stale lead sits → Chloe re-engages it A deal stalls → Chloe follows up and moves it forward She has real conversations. Qualifies prospects. Books meetings. No scripts. No delays. No dropped leads. Every lead gets a response. Every conversation moves forward. Built into Close. Ready in minutes. Free during early Beta. Limited access. → Join the waitlist: close.com/chloe → Start a free trial: close.com ### What Do G2 Reviewers Say About Close? *AI-generated summary from verified user reviews* **Pros:** - Users find Close to be **user-friendly and straightforward** , enhancing efficiency and streamlining their daily tasks. - Users appreciate the **helpful customer support** of Close, enhancing their experience and efficiency during tight timelines. - Users find Close to be **super easy and user-friendly** , greatly enhancing customer management and streamlining workflows. - Users appreciate the **powerful and user-friendly features** of Close CRM, enhancing sales efficiency and communication. - Users love the **intuitive design** of Close, highlighting its simplicity and efficiency in managing calls and prospects. **Cons:** - Users note the **missing features** in Inbox management and customization that hinder productivity and user experience. - Users experience **call issues** such as unexpected charges and occasional recording failures that hinder usability. - Users find **limited features** in Close, requiring additional tools for a complete CRM experience. - Users find the **learning curve steep** initially due to the UI, but adapt with some practice and tinkering. - Users find the **limited customization** options frustrating, especially for advanced reporting and tailored workflows. #### What Are Recent G2 Reviews of Close? **"[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)"** **Rating:** 5.0/5.0 stars *— Tristan W.* [Read full review](https://www.g2.com/survey_responses/close-review-9087574) --- **"[Efficient CRM with Easy Setup and Strong Follow-Up Tools](https://www.g2.com/survey_responses/close-review-11140783)"** **Rating:** 5.0/5.0 stars *— Elle C.* [Read full review](https://www.g2.com/survey_responses/close-review-11140783) --- #### What Are G2 Users Discussing About Close? - [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments - [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment ### 7. [monday CRM](https://www.g2.com/products/monday-crm/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,152 **Product Description:** 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 ### What Do G2 Reviewers Say About monday CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find monday CRM to be **very easy to use** , allowing for a customized and efficient workflow experience. - Users highlight the **seamless integrations** of monday CRM, enhancing workflows and improving productivity across teams. - Users value the **automation feature** for streamlining workflows and enhancing team collaboration and efficiency. - Users value the **incredible customizability** of monday CRM, allowing tailored solutions for unique business needs. - Users value the **user-friendly interface** of monday CRM, facilitating quick lead input and seamless integration with other applications. **Cons:** - Users experience a **learning curve** with monday CRM, requiring time and practice for effective use. - Users find the **missing features** in monday CRM limiting, particularly for texting, calling, and template automation. - Users find the **limited features** of monday CRM, especially in automation, quite challenging for their workflows. - Users feel that **customization options are limited** , leading to extra time spent adjusting boards and workflows. - Users report **integration issues** that require manual setup and cause frustration during use and functionality. #### Key Features - Customization - Contact & Account Management - Email Marketing - Case Management - Data Import & Export Tools #### What Are Recent G2 Reviews of monday CRM? **"[Essential Task Scheduler with Room for Feature Growth](https://www.g2.com/survey_responses/monday-crm-review-12737591)"** **Rating:** 4.0/5.0 stars *— Tajai T.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-12737591) --- **"[AI-Powered, Flexible CRM That Streamlines Workflows and Team Collaboration](https://www.g2.com/survey_responses/monday-crm-review-12836679)"** **Rating:** 4.5/5.0 stars *— Tamara R.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-12836679) --- #### What Are G2 Users Discussing About monday CRM? - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment ### 8. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 2,821 **Product Description:** 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. ### What Do G2 Reviewers Say About Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Zoho CRM's **ease of use** refreshing, creating an intuitive experience that feels natural and straightforward. - Users rave about the **robust features and excellent customer support** of Zoho CRM, making it a preferred choice. - Users commend the **ease of integration** in Zoho CRM, enabling a seamless connection with various business tools. - Users praise the **ease of integration** with Zoho CRM, making it simple to connect with various business tools. - Users value the **Blueprint feature** in Zoho CRM for enforcing sales processes and reducing errors effectively. **Cons:** - Users find the **learning curve challenging** , particularly with advanced features, making initial usage frustrating. - Users face **integration issues** with Zoho CRM, complicating automation and seamless use of various modules effectively. - Users find the **limited features** of Zoho CRM restrict their ability to fully utilize the system's potential. - Users find the **complexity of Zoho CRM** challenging, especially for first-time users and feature navigation. - Users often face **poor customer support** , with untrained staff and difficulties in resolving queries effectively. #### What Are Recent G2 Reviews of Zoho CRM? **"[Intuitive and Feature-Rich CRM](https://www.g2.com/survey_responses/zoho-crm-review-12765202)"** **Rating:** 5.0/5.0 stars *— Kristina Y.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-12765202) --- **"[User-Friendly, Feature-Rich CRM That Streamlines Work and Boosts Productivity](https://www.g2.com/survey_responses/zoho-crm-review-12762599)"** **Rating:** 5.0/5.0 stars *— Suraj B.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-12762599) --- #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes ### 9. [HighLevel](https://www.g2.com/products/highlevel/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 623 **Product Description:** 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! ### What Do G2 Reviewers Say About HighLevel? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **versatile marketing tools** in HighLevel, providing a cost-effective all-in-one solution for businesses. - Users value the **all-in-one functionality** of HighLevel, streamlining marketing and client management efficiently. - Users appreciate the **great customer support** of HighLevel, enhancing their overall experience with effective assistance. - Users value the **wealth of integrated marketing features** in HighLevel, appreciating its cost-effectiveness and ongoing innovation. - Users value the **intuitive automation capabilities** of HighLevel, appreciating its seamless integration and user-friendly design. **Cons:** - Users find the **learning curve steep** , requiring substantial effort to master HighLevel amidst ongoing updates. - Users note the **missing features** in HighLevel, highlighting the need for improved streaming and payment functionalities. - Users find the **steep learning curve** of HighLevel challenging, requiring consistent effort to master its functionalities. - Users find the **interface not intuitive** , leading to a steep learning curve and challenges in navigating features. - Users report experiencing **poor customer support** , leading to frustration and unresolved technical issues impacting their business. #### Key Features - Internationalization - Product & Price List Management - Case Management - Data Import & Export Tools - Building and Personalizing Emails #### What Are Recent G2 Reviews of HighLevel? **"[Outstanding C ***** 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email](https://www.g2.com/survey_responses/highlevel-review-12853292)"** **Rating:** 5.0/5.0 stars *— Joe G.* [Read full review](https://www.g2.com/survey_responses/highlevel-review-12853292) --- **"[HighLevel centralizes CRM and automations with great flexibility](https://www.g2.com/survey_responses/highlevel-review-12432105)"** **Rating:** 4.0/5.0 stars *— Francisco P.* [Read full review](https://www.g2.com/survey_responses/highlevel-review-12432105) --- #### What Are G2 Users Discussing About HighLevel? - [How are other agencies working around HighLevel’s limits for bigger or more custom clients?](https://www.g2.com/discussions/how-are-other-agencies-working-around-highlevel-s-limits-for-bigger-or-more-custom-clients) - 2 comments - [Has pricing and “hidden” add‑ons changed how you package HighLevel to your own clients?](https://www.g2.com/discussions/has-pricing-and-hidden-add-ons-changed-how-you-package-highlevel-to-your-own-clients) - 1 comment - [What tips do you have for keeping email and SMS healthy when the tech side feels fragile?](https://www.g2.com/discussions/what-tips-do-you-have-for-keeping-email-and-sms-healthy-when-the-tech-side-feels-fragile) - 1 comment, 1 upvote ### 10. [Attio](https://www.g2.com/products/attio/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 432 **Product Description:** Attio is the AI CRM for the next era of companies. Built to adapt to any business, Attio gives companies the power to understand every customer, automate at scale, and create go-to-market systems exactly as they need. Thousands of companies, including category-defining AI leaders and startups, use Attio to power their go-to-market. ------------------------ Key features: - AI for how you already work. Ask Attio to find, update, or create in plain English. - Connect your agents to your CRM. Attio's MCP server plugs into any AI tool so your agents can read, write, and act on live customer context. - A CRM that fits your business. Model any GTM motion with our flexible data model, custom objects, and relationships tailored for your team. - Automate the work behind the deal. Powerful workflows route leads, manage deals, and keep your pipeline moving. - Stop chasing stale data. Attio enriches contact and company records automatically, so your team never wastes time on dead emails, outdated titles, or missing context. - Real-time performance. Live dashboards and advanced reporting give revenue teams instant visibility into pipeline, activity, and trends. - Keep the conversation going. Record meetings, generate AI summaries, and sync key insights directly to your CRM. - Connect the tools your team loves. Attio stays in sync across your entire stack with a growing library of integrations and a Developer Platform to create your own. Getting started with Attio is fast. Set up your CRM in minutes by syncing your email and calendar to build a complete system without manual data entry. ------------------------ Join the thousands of companies already using Attio to power their growth. See what Attio can do for you at attio.com ### What Do G2 Reviewers Say About Attio? *AI-generated summary from verified user reviews* **Pros:** - Users find Attio’s **ease of use** enhances flexibility, allowing for intuitive customization and streamlined workflows. - Users find the **easy setup** of Attio enhances their onboarding experience, making customization effortless and intuitive. - Users commend the **easy customization** of Attio, allowing for personalized workflows that align with their business needs. - Users value the **seamless integrations** of Attio, enhancing workflow and ensuring efficient management of company profiles. - Users value the **customizable features** of Attio, appreciating its flexibility and AI-centric capabilities for their needs. **Cons:** - Users face **integration issues** with Attio, struggling with automatic note syncing and limited tool connectivity. - Users highlight the **missing features** in Attio, especially concerning reporting, automation, and integration capabilities. - Users find the **onboarding learning curve** challenging, requiring patience and decision-making for effective workspace setup. - Users often express concerns about **feature limitations** in Attio, citing the need for more customizable and advanced options. - Users find the **incomplete information** in Attio's reporting system confusing and lacking essential analysis features. #### Key Features - Customization - Contact & Account Management - Email Marketing - Integration APIs - Mobile User Support #### What Are Recent G2 Reviews of Attio? **"[A CRM That Keeps Everything Connected](https://www.g2.com/survey_responses/attio-review-12811288)"** **Rating:** 5.0/5.0 stars *— Evheniia K.* [Read full review](https://www.g2.com/survey_responses/attio-review-12811288) --- **"[Customizable CRM with Setup Challenges](https://www.g2.com/survey_responses/attio-review-12814754)"** **Rating:** 4.5/5.0 stars *— Herb K.* [Read full review](https://www.g2.com/survey_responses/attio-review-12814754) --- ### 11. [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 2,432 **Product Description:** 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/ ### What Do G2 Reviewers Say About Brevo Marketing Platform? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Brevo Marketing Platform invaluable, especially beginners appreciating its friendly design. - Users value the **ease of integration** and user-friendly interface of Brevo Marketing Platform for effective marketing. - Users appreciate the **efficiency and automation** of Brevo Marketing Platform, making email marketing easy and effective. - Users find the **easy setup** of Brevo Marketing Platform ideal for quick and effective email marketing campaigns. - Users love the **easy-to-use interface** of Brevo, making email marketing accessible for everyone in the team. **Cons:** - Users find the **missing features** of Brevo Marketing Platform hinder flexibility and complicate marketing tasks. - Users find that **Brevo's features are limited** , especially in template flexibility and automation capabilities, impacting their marketing efforts. - Users find **limited customization** in Brevo, which restricts their ability to create tailored marketing solutions. - Users face a **deep learning curve** initially, making it challenging for beginners to navigate the platform effectively. - Users find Brevo Marketing Platform to be **expensive** , especially with rising SMS costs and limited advanced features affecting profitability. #### What Are Recent G2 Reviews of Brevo Marketing Platform? **"[Brevo: Easy Email Campaigns with Solid Features at a Lower Price](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12676684)"** **Rating:** 5.0/5.0 stars *— Bhavya D.* [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12676684) --- **"[All-in-One Marketing Platform That Simplifies Automation, Improves Targeting, and Drives Better ROI](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12763163)"** **Rating:** 5.0/5.0 stars *— Hardik C.* [Read full review](https://www.g2.com/survey_responses/brevo-marketing-platform-review-12763163) --- #### What Are G2 Users Discussing About Brevo Marketing Platform? - [What is Sendinblue used for?](https://www.g2.com/discussions/brevo-marketing-platform-what-is-sendinblue-used-for) - 1 comment, 1 upvote - [Is Sendinblue free?](https://www.g2.com/discussions/is-sendinblue-free) - 6 comments - [What is Sendinblue email?](https://www.g2.com/discussions/what-is-sendinblue-email) - 1 comment ### 12. [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 485 **Product Description:** Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. ### What Do G2 Reviewers Say About Capsule CRM? *AI-generated summary from verified user reviews* **Pros:** - Users find Capsule CRM to be exceptionally **easy to use** , making it ideal for beginners and small businesses. - Users appreciate the **quick and effective customer support** from Capsule CRM, enhancing their overall experience significantly. - Users appreciate the **user-friendly interface** of Capsule CRM, making daily management and collaboration effortless. - Users value the **simplicity** of Capsule CRM, appreciating its straightforward setup and ease of use. - Users love the **task management features** of Capsule CRM, enhancing productivity with timely reminders and workflow automation. **Cons:** - Users find the **missing features** like workflows and archiving options limiting in Capsule CRM's free version. - Users find the **limited customization** in Capsule CRM restrictive, impacting their ability to tailor the experience. - Users express frustration with **integration issues** , particularly lacking support for Microsoft Teams and needing third-party tools. - Users report **incomplete information** in Capsule CRM, hindering decision-making and evaluation of team contributions. - Users face a **steep learning curve** with Capsule CRM, struggling with organization and setup complexities. #### Key Features - Customization - Contact & Account Management - Customer Support Portal - Social Collaboration Features - Dashboards #### What Are Recent G2 Reviews of Capsule CRM? **"[Reliable & Easy to Manage CRM for Client Follow-Ups, Task Organization, and Professional Workflow](https://www.g2.com/survey_responses/capsule-crm-review-12786411)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-12786411) --- **"[Highly Customizable Pipelines and Tasks That Fit Our Needs](https://www.g2.com/survey_responses/capsule-crm-review-12611447)"** **Rating:** 5.0/5.0 stars *— Yllza H.* [Read full review](https://www.g2.com/survey_responses/capsule-crm-review-12611447) --- #### What Are G2 Users Discussing About Capsule CRM? - [What is Capsule CRM used for?](https://www.g2.com/discussions/what-is-capsule-crm-used-for) - 1 comment - [What are the top 5 CRM systems?](https://www.g2.com/discussions/capsule-crm-what-are-the-top-5-crm-systems) - 1 comment - [What is CRM database software?](https://www.g2.com/discussions/what-is-crm-database-software) - 1 comment ### 13. [Nutshell](https://www.g2.com/products/nutshell/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 1,402 **Product Description:** 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. ### What Do G2 Reviewers Say About Nutshell? *AI-generated summary from verified user reviews* **Pros:** - Users find Nutshell to be **super easy to use** , making organization and communication seamless for their daily tasks. - Users find Nutshell to be a **reliable and user-friendly tool** that enhances organization during the admissions process. - Users appreciate the **excellent customer support** from Nutshell, providing timely assistance and helpful educational resources. - Users love Nutshell's **powerful email marketing and tracking tools** , praising their effectiveness and ease of use for campaigns. - Users find Nutshell to be **intuitive and user-friendly** , enhancing their experience in managing sales activities effectively. **Cons:** - Users feel that Nutshell lacks **essential features** like tracking detailed deal steps and configurable reports, impacting usability. - Users feel the need for **limited features** in Nutshell, seeking more customization and integration options for better functionality. - Users express frustration with **limited customization** options in Nutshell, resulting in less tailored functionalities and workflows. - Users find the **learning curve steep** due to frequent feature changes, complicating their daily workflow and lead tracking. - Users find the lack of **customization options and junk email filtering** in Nutshell's email management frustrating. #### Key Features - User, Role, and Access Management - Task / Activity Management - Integration APIs - Social Collaboration Features - Forecasting #### What Are Recent G2 Reviews of Nutshell? **"[It Keeps My Workflow Organized with Easy Contact and Follow Up Management](https://www.g2.com/survey_responses/nutshell-review-12825860)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-12825860) --- **"[Reliable, User-Friendly CRM with Strong Automation and Support](https://www.g2.com/survey_responses/nutshell-review-12833911)"** **Rating:** 4.5/5.0 stars *— Konjengbam M.* [Read full review](https://www.g2.com/survey_responses/nutshell-review-12833911) --- ### 14. [Instantly](https://www.g2.com/products/instantly/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 4,084 **Product Description:** Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email. ### What Do G2 Reviewers Say About Instantly? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **ease of use** with Instantly, appreciating its intuitive design and responsive support team. - Users rave about the **fantastic customer support** of Instantly, highlighting its fast and helpful responses to inquiries. - Users praise the **incredible customer support** of Instantly, highlighting prompt, helpful responses and effective issue resolution. - Users love the **effortless cold emailing** with Instantly, thanks to its organization features and high deliverability. - Users appreciate the **time-saving features** of Instantly, as it automates outreach and streamlines lead organization effectively. **Cons:** - Users note the **high pricing** structure limits access to powerful features, making it challenging for beginners. - Users express concerns over **missing features** , such as lacking auto DM tools and limited integration options. - Users experience frequent **email management issues** with campaigns failing to send and limited formatting options available. - Users struggle with the **steep learning curve** for setting up campaigns and navigating the confusing interface. - Users face **email issues** with limited formatting, complicated setup, and delays in sending to new leads. #### What Are Recent G2 Reviews of Instantly? **"[Improving Communication Visibility During Supplier Coordination](https://www.g2.com/survey_responses/instantly-review-12812978)"** **Rating:** 5.0/5.0 stars *— VINAY P.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12812978) --- **"[Migration Support and Warmup Make Managing Dozens of Mailboxes Effortless](https://www.g2.com/survey_responses/instantly-review-12850941)"** **Rating:** 5.0/5.0 stars *— Brian Y.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12850941) --- #### What Are G2 Users Discussing About Instantly? - [What is Instantly used for?](https://www.g2.com/discussions/what-is-instantly-used-for) - 9 comments, 2 upvotes ### 15. [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 655 **Product Description:** 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. ### What Do G2 Reviewers Say About EngageBay All-in-One Suite? *AI-generated summary from verified user reviews* **Pros:** - Users find EngageBay's **ease of use** invaluable, streamlining workflows and improving organization across multiple tasks. - Users value the **time-saving automation** capabilities of EngageBay, which enhance organization and streamline their workflows. - Users praise the **responsive customer support** of EngageBay, consistently highlighting quick and helpful assistance from the support team. - Users appreciate the **seamless integration of CRM, email, and automation** , making workflow efficient and reducing tool-switching. - Users value the **time-saving automations** of EngageBay, enhancing organization and streamlining workflow effectively. **Cons:** - Users note the **missing features** , such as email threading and advanced reporting, hinder the overall usability of EngageBay. - Users find the **limited features** of EngageBay frustrating, especially regarding email threading and mobile app functionality. - Users find **reporting issues** with EngageBay as it lacks detail and can feel limited for specific needs. - Users find **limited customization options** for features like landing pages and workflows, restricting their flexibility and creativity. - Users find the **reporting features inflexible** and lacking customization for complex analysis and advanced segmentation needs. #### Key Features - Workflow Capability - Task / Activity Management - Mobile User Support - ROI Analytics - Sending Outbound Emails #### What Are Recent G2 Reviews of EngageBay All-in-One Suite? **"[All-in-One CRM and Email Automation That Saves Us Time](https://www.g2.com/survey_responses/engagebay-all-in-one-suite-review-12858586)"** **Rating:** 4.5/5.0 stars *— Kian T.* [Read full review](https://www.g2.com/survey_responses/engagebay-all-in-one-suite-review-12858586) --- **"[All-in-One Email Marketing and CRM Made Simple](https://www.g2.com/survey_responses/engagebay-all-in-one-suite-review-12848503)"** **Rating:** 4.5/5.0 stars *— David L.* [Read full review](https://www.g2.com/survey_responses/engagebay-all-in-one-suite-review-12848503) --- #### What Are G2 Users Discussing About EngageBay All-in-One Suite? - [What is EngageBay All-in-One Suite used for?](https://www.g2.com/discussions/what-is-engagebay-all-in-one-suite-used-for) ### 16. [LocaliQ](https://www.g2.com/products/localiq/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,034 **Product Description:** 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. ### What Do G2 Reviewers Say About LocaliQ? *AI-generated summary from verified user reviews* **Pros:** - Users value the **dedicated customer support** of LocaliQ, highlighting the team's commitment to their success. - Users appreciate the **personalized support** from LocaliQ, enhancing collaboration and fostering a sense of partnership for success. - Users appreciate the **dedicated support team** that ensures seamless campaign implementation and dashboard usability. - Users value the **business growth capabilities** of LocaliQ, effectively enhancing lead management and digital marketing efforts. - Users find LocaliQ's **ease of use** exceptional, facilitating streamlined workflows and effective lead management effortlessly. **Cons:** - Users find LocaliQ to be **expensive** , with costs not justified by the low number of leads generated. - Users find the **high costs** of LocaliQ challenging, especially for small businesses with limited budgets. - Users report **limited features** in LocaliQ, with vague metrics and insufficient regional support affecting their experience. - Users report **poor customer support** from LocaliQ, citing slow responses and lack of effective communication. - Users report **vague metrics and overpromising sales** , leading to frustration and financial strain from wasted resources. #### What Are Recent G2 Reviews of LocaliQ? **"[LocaliQ Boosted Our Visibility with Targeted Marketing and Powerful Analytics](https://www.g2.com/survey_responses/localiq-review-12467228)"** **Rating:** 4.5/5.0 stars *— Prosper I.* [Read full review](https://www.g2.com/survey_responses/localiq-review-12467228) --- **"[Effortless Marketing with Outstanding Support](https://www.g2.com/survey_responses/localiq-review-12352042)"** **Rating:** 5.0/5.0 stars *— Jennifer L.* [Read full review](https://www.g2.com/survey_responses/localiq-review-12352042) --- #### What Are G2 Users Discussing About LocaliQ? - [What is WordStream used for?](https://www.g2.com/discussions/what-is-wordstream-used-for) - [What is ReachEdge used for?](https://www.g2.com/discussions/what-is-reachedge-used-for) - 1 comment - [What is LOCALiQ?](https://www.g2.com/discussions/what-is-localiq) - 1 comment, 1 upvote ### 17. [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 651 **Product Description:** We built Less Annoying CRM in 2009 for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. See why we are ranked G2's #1 easiest-to-use CRM. Start your no-hassle, 30-day free trial today -- no credit card needed. ### What Do G2 Reviewers Say About Less Annoying CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive interface** of Less Annoying CRM, making organization and collaboration seamless for teams. - Users praise the **remarkable customer support** of Less Annoying CRM, finding it responsive and helpful when needed. - Users value the **simplicity** of Less Annoying CRM, appreciating its intuitive interface and efficient functionality. - Users appreciate the **simplicity and ease of use** of Less Annoying CRM, allowing efficient contact management and reminders. - Users value the **affordability** of Less Annoying CRM, finding all features accessible regardless of the plan chosen. **Cons:** - Users find the **missing advanced features** in Less Annoying CRM a limitation for their workflow needs. - Users experience **integration issues** with Less Annoying CRM, as it lacks native connections to several useful applications. - Users find the **limited features** of Less Annoying CRM insufficient for advanced workflows and complex needs. - Users find the **limited reporting and automation features** inadequate for scaling business needs and advanced customization. - Users find the **limited customization options** in Less Annoying CRM restrict their ability to tailor the experience. #### What Are Recent G2 Reviews of Less Annoying CRM? **"[Flexible, Intuitive Pipelines That Bring Clarity and Save Time](https://www.g2.com/survey_responses/less-annoying-crm-review-12543468)"** **Rating:** 5.0/5.0 stars *— Jennifer F.* [Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12543468) --- **"[Made CRM Management Effortless and Affordable](https://www.g2.com/survey_responses/less-annoying-crm-review-12716938)"** **Rating:** 5.0/5.0 stars *— Oregon Hearth and Home Events T.* [Read full review](https://www.g2.com/survey_responses/less-annoying-crm-review-12716938) --- #### What Are G2 Users Discussing About Less Annoying CRM? - [What is Less Annoying CRM used for?](https://www.g2.com/discussions/what-is-less-annoying-crm-used-for) - 1 comment ### 18. [CRMOne](https://www.g2.com/products/crmone/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 1,044 **Product Description:** The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CRMOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CRMOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CRMOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation. ### What Do G2 Reviewers Say About CRMOne? *AI-generated summary from verified user reviews* **Pros:** - Users value the **effective lead management** capabilities of CRMOne, ensuring no leads are overlooked and promoting team collaboration. - Users value the **shared customer database** in CRMOne, which streamlines access to client details and improves engagement. - Users appreciate the **ease of use** of CRMOne, enjoying quick access and a modern, navigable interface. - Users value the **efficient customer support** with the ticketing system and intuitive AI chatbot for quick responses. - Users benefit from the **automated task management** in CRMOne, streamlining follow-ups and enhancing workflow efficiency. **Cons:** - Users express a desire for more **customization options** in CRMOne to better align with their brand needs. - Users find the **learning curve steep** , especially during setup and due to inconsistent UI across devices. - Users note a **steep learning curve** with CRMOne, requiring time to familiarize themselves with its complex interface and features. - Users note the **limited features** of CRMOne, highlighting the need for advanced capabilities to address specialized needs. - Users find **missing advanced features** in CRMOne, particularly in employee productivity tracking and automation sophistication. #### Key Features - Opportunity & Pipeline Mgmt. - Email Marketing - Case Management - Social Network Integration - Dashboards #### What Are Recent G2 Reviews of CRMOne? **"[Review Title: Helped Us Streamline Sales Operations](https://www.g2.com/survey_responses/crmone-review-12202021)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/crmone-review-12202021) --- **"[A Complete CRM Solution for Growing Teams](https://www.g2.com/survey_responses/crmone-review-12193939)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/crmone-review-12193939) --- ### 19. [Kintone](https://www.g2.com/products/kintone/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 262 **Product Description:** Kintone is a no-code business application platform designed to empower non-technical users to create robust applications, workflows, and databases tailored to their teams and organizations. By utilizing a user-friendly interface that emphasizes clicks over coding, Kintone enables individuals to develop applications that streamline business processes, enhance collaboration on projects and tasks, and facilitate the reporting of complex data with ease. This platform is particularly beneficial for business users who require immediate solutions without the need for extensive programming knowledge. Kintone offers a wide array of pre-built applications that cater to various use cases, including customer relationship management (CRM), project management, inventory management, and more. These templates allow users to hit the ground running and adapt the applications to their specific needs, significantly reducing the time and effort required to implement new systems. Kintone's target audience includes small to medium-sized businesses, project managers, team leaders, and any professional looking to optimize their workflow without relying on IT departments or external developers. The no-code approach democratizes app development, allowing users from diverse backgrounds to participate in creating solutions that address their unique challenges. This inclusivity fosters a culture of innovation within organizations, as team members can contribute ideas and improvements based on their firsthand experiences. Key features of Kintone include customizable dashboards, automated workflows, and real-time collaboration tools. Users can design dashboards that provide insights into their projects and data at a glance, while automated workflows help eliminate repetitive tasks, ensuring that team members can focus on higher-value activities. The platform also supports real-time collaboration, enabling teams to work together seamlessly, share updates, and track progress on projects without the need for constant meetings or email exchanges. Kintone stands out in the no-code platform category by offering a flexible and scalable solution that grows with organizations. Its ability to integrate with other tools and services further enhances its functionality, allowing users to create a comprehensive ecosystem that meets their evolving business needs. By providing a powerful yet accessible platform for app development, Kintone empowers users to take control of their workflows and drive efficiency within their teams. ### What Do G2 Reviewers Say About Kintone? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** with Kintone, finding its interface and setup process particularly user-friendly. - Users value the **outstanding customer support** from Kintone, which enhances their onboarding and overall experience. - Users benefit from **excellent customer service and flexible customization** , making Kintone a seamless platform for project tracking. - Users enjoy the **flexibility of customization** in Kintone, creating personalized project trackers with ease and efficiency. - Users value the **flexibility of customization** in Kintone, making it enjoyable to create tailored project trackers. **Cons:** - Users find the **missing features** in Kintone limiting, particularly in data export and application integration. - Users find Kintone's **poor interface design** hinders usability, making it challenging to navigate and create reports. - Users feel **limited customization** options hinder their ability to create appealing, modern forms within Kintone. - Users note the **limited features** of Kintone, particularly regarding interface and integration capabilities, hindering usability. - Users find the **poor usability** of Kintone frustrating, highlighting a complicated interface and lack of intuitiveness. #### What Are Recent G2 Reviews of Kintone? **"[Exceptionally User-Friendly and Effortless to Use](https://www.g2.com/survey_responses/kintone-review-12075334)"** **Rating:** 5.0/5.0 stars *— Robby R.* [Read full review](https://www.g2.com/survey_responses/kintone-review-12075334) --- **"[Highly Customizable and User-Friendly Data Management for Unique Workflows](https://www.g2.com/survey_responses/kintone-review-12613315)"** **Rating:** 4.5/5.0 stars *— Verified User in Non-Profit Organization Management* [Read full review](https://www.g2.com/survey_responses/kintone-review-12613315) --- #### What Are G2 Users Discussing About Kintone? - [How much does caspio cost?](https://www.g2.com/discussions/how-much-does-caspio-cost) - [Is Kintone Hipaa compliant?](https://www.g2.com/discussions/is-kintone-hipaa-compliant) - [How do you use Kintone?](https://www.g2.com/discussions/how-do-you-use-kintone) ### 20. [OnePageCRM](https://www.g2.com/products/onepagecrm/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 256 **Product Description:** Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries. ### What Do G2 Reviewers Say About OnePageCRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of OnePageCRM, as it offers a simple and tailored experience for small teams. - Users love the **simplicity and ease of use** of OnePageCRM, perfectly tailored for small teams and individual salespeople. - Users value the **simplicity** of OnePageCRM, finding it perfect for small teams needing effective and straightforward functionality. - Users rave about the **excellent customer support** from OnePageCRM, providing timely assistance when needed. - Users love the **easy setup** of OnePageCRM, allowing quick integration and management of their contacts and workflows. **Cons:** - Users note the **missing features** in OnePageCRM, particularly in advanced reporting, automation, and campaign support. - Users find **limited options** in reporting, automation, and customization, affecting the depth of their CRM experience. - Users find the **export limitations** frustrating, particularly regarding conversation threads and compatibility with Irish names. - Users find **integration issues** with OnePageCRM limiting, especially with tools like Adobe Sign and learning management software. - Users face **lack of integrations** with other tools, making certain functions frustrating and limiting their overall experience. #### What Are Recent G2 Reviews of OnePageCRM? **"[Helping The Brun Bear Foundation Stay Organized and Engaged](https://www.g2.com/survey_responses/onepagecrm-review-12859063)"** **Rating:** 5.0/5.0 stars *— Vanessa W.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12859063) --- **"[Ideal CRM for Small to Mid-Sized Businesses](https://www.g2.com/survey_responses/onepagecrm-review-12294309)"** **Rating:** 5.0/5.0 stars *— Kato M.* [Read full review](https://www.g2.com/survey_responses/onepagecrm-review-12294309) --- #### What Are G2 Users Discussing About OnePageCRM? - [How has OnePageCRM supported your sales pipeline management, and what features do you rely on?](https://www.g2.com/discussions/how-has-onepagecrm-supported-your-sales-pipeline-management-and-what-features-do-you-rely-on) - [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment ### 21. [folk](https://www.g2.com/products/folk-folk/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 326 **Product Description:** folk is like the sales assistant your team never had. Our CRM is simple, integrated, and proactive. The tool of choice for over 3000+ award-winning service businesses around the world. folk does the busy work for you, so you can focus on building real relationship - Sync all your inboxes and centralize your history of interactions - Import contacts from anywhere on the web with our folkX extension - Find emails and contact details with 1-click Enrichment - Customize pipeline views and collaborate on deals as a team - Automate workflows with over 6,000+ integrations - Send messages, schedule multi-step sequences, and personalize faster with templates Client management is complicated enough, your CRM doesn’t have to be… ### What Do G2 Reviewers Say About folk? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Folk, appreciating its simple setup and seamless contact management features. - Users love the **simple and user-friendly interface** of Folk, making contact management efficient and organized. - Users love the **easy organization** of contacts and conversations in Folk, making relationship management seamless. - Users rave about Folk’s **responsive customer support** , noting quick assistance and comprehensive help resources for seamless use. - Users love the **seamless LinkedIn integration** which enhances client management and workflow efficiency. **Cons:** - Users are frustrated by the **missing features** , such as a mobile app and basic task automation options. - Users find the **limited features** of Folk frustrating, as basic functionalities are missing and hinder efficiency. - Users report **integration issues** with Folk, noting limitations in email features and direct connectivity challenges. - Users often face **email issues** with integration and functionality, requiring additional support for effective use. - Users find the **email management** lacking in features, with integration issues and occasional bugs affecting usability. #### What Are Recent G2 Reviews of folk? **"[Effortless Setup and Integration, a Game-Changer for Sales Momentum](https://www.g2.com/survey_responses/folk-review-12111709)"** **Rating:** 5.0/5.0 stars *— Willem G.* [Read full review](https://www.g2.com/survey_responses/folk-review-12111709) --- **"[Simple Yet Powerful CRM That Fits Modern Relationship Management](https://www.g2.com/survey_responses/folk-review-12595374)"** **Rating:** 5.0/5.0 stars *— Chris O.* [Read full review](https://www.g2.com/survey_responses/folk-review-12595374) --- ### 22. [RSoft CRM](https://www.g2.com/products/rsoft-crm/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 15 **Product Description:** RSoft CRM (Customer Relationship Management) software is a tool used by businesses to manage interactions and relationships with current and potential customers. These software typically provide a range of features designed to help organizations streamline their sales, marketing, and customer service efforts. Here are some common features found in Roft CRM software: 1. Contact Management 2. Sales Management 3. Lead Management 4. Marketing Automation 5. Customer Support & Services 6. Analytics Report & Dashboard 7. Integration ### What Do G2 Reviewers Say About RSoft CRM? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **excellent customer support** of RSoft CRM, highlighting quick responses and effective issue resolution. - Users appreciate the **user-friendly interface** of RSoft CRM, making customization and workflow management effortless. - Users value the **automation features** of RSoft CRM, enhancing workflows and lead management effortlessly for business growth. - Users appreciate the **efficient lead management** of RSoft CRM, enhancing follow-ups and monitoring sales conversions effortlessly. - Users value the **easy access** of RSoft CRM, enhancing quick actions and efficient client follow-up management. **Cons:** - Users still face **email issues** , needing frequent communication for problem resolution despite recent improvements in user-friendliness. - Users experience **connectivity issues** that require addressing via email, leading to occasional login difficulties. - Users found RSoft CRM to have **user-unfriendly aspects** initially, but improvements have made it better over time. #### What Are Recent G2 Reviews of RSoft CRM? **"[Quick Lead Follow-Ups and Daily Email Reports That Boost Sales Monitoring](https://www.g2.com/survey_responses/rsoft-crm-review-12343048)"** **Rating:** 5.0/5.0 stars *— Pavithrapazheri .* [Read full review](https://www.g2.com/survey_responses/rsoft-crm-review-12343048) --- **"[It is a user friendly software to all the person those who are using it.](https://www.g2.com/survey_responses/rsoft-crm-review-12151473)"** **Rating:** 5.0/5.0 stars *— VIKAA H.* [Read full review](https://www.g2.com/survey_responses/rsoft-crm-review-12151473) --- ### 23. [Oracle Siebel](https://www.g2.com/products/oracle-siebel/reviews) **Average Rating:** 3.5/5.0 **Total Reviews:** 416 **Product Description:** The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why Oracle? Siebel delivers a combination of transactional, analytical, and engagement features to manage all customer-facing operations. With solutions tailored to more than 20 industries, Siebel CRM delivers comprehensive on premise and on demand CRM solutions that are tailored industry solutions with ole-based customer intelligence and pre-built integration. ### What Do G2 Reviewers Say About Oracle Siebel? *AI-generated summary from verified user reviews* **Pros:** - Users find Oracle Siebel to be **extremely user-friendly** , making daily tasks straightforward and seamless in their workflows. - Users value the **easy setup** of Oracle Siebel, allowing for quick integration and efficient daily operations. - Users value the **extensive features** of Oracle Siebel, enhancing customer management and streamlining business operations. - Users value the **seamless integration** of Oracle Siebel, enhancing daily workflows and customer management effectively. - Users appreciate the **responsive customer support** of Oracle Siebel, enhancing communication and overall business efficiency. **Cons:** - Users find the **steep learning curve** of Oracle Siebel challenging, making it hard for beginners to get started. - Users experience **connectivity issues** that hinder access to essential data, especially when in the field. - Users find the **high complexity** of Oracle Siebel challenging initially, requiring time to master its functionalities. - Users occasionally face **system usability issues** , though they are infrequent and do not hinder overall performance. - Users find Oracle Siebel **expensive** , making it challenging for small enterprises to afford its extensive features. #### What Are Recent G2 Reviews of Oracle Siebel? **"[Effortless Transition, Needs UI Upgrade](https://www.g2.com/survey_responses/oracle-siebel-review-12827916)"** **Rating:** 4.0/5.0 stars *— Vivek M.* [Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12827916) --- **"[Reliable, Flexible CRM with Strong Analytics and Customization](https://www.g2.com/survey_responses/oracle-siebel-review-12833941)"** **Rating:** 4.5/5.0 stars *— Vytautas R.* [Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12833941) --- #### What Are G2 Users Discussing About Oracle Siebel? - [What is Oracle Siebel used for?](https://www.g2.com/discussions/what-is-oracle-siebel-used-for) - 1 comment ### 24. [Freshsales](https://www.g2.com/products/freshsales/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,194 **Product Description:** Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities. ### What Do G2 Reviewers Say About Freshsales? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Freshsales, finding it intuitive for daily operations and effective communication. - Users love the **user-friendly interface and extensive features** of Freshsales, enhancing their sales processes effectively. - Users find Freshsales **easy to learn and use** , appreciating its powerful features and user-friendly design for efficiency. - Users highlight the **top-notch customer support** of Freshsales, praising its availability and effective assistance at all times. - Users find Freshsales to be **intuitive and user-friendly** , making it easy to create and manage workflows effectively. **Cons:** - Users find the **missing features** in Freshsales limit lead management and overall effectiveness of the platform. - Users find Freshsales' **limited features** frustrating, especially concerning integrations and automation capabilities. - Users find that Freshsales has **significant limitations** in features and automation, making usage challenging and costly. - Users face a **steep learning curve** , struggling with navigation and report generation, affecting overall ease of use. - Users face **limited customization** in Freshsales, hindering their ability to personalize features like reporting effectively. #### What Are Recent G2 Reviews of Freshsales? **"[AI-Driven CRM with Seamless Setup But Lacks 3rd Party Integrations](https://www.g2.com/survey_responses/freshsales-review-12649423)"** **Rating:** 5.0/5.0 stars *— MANAV M.* [Read full review](https://www.g2.com/survey_responses/freshsales-review-12649423) --- **"[Easy-to-Use CRM for Managing Leads and Deals](https://www.g2.com/survey_responses/freshsales-review-12707721)"** **Rating:** 4.0/5.0 stars *— Himanshu L.* [Read full review](https://www.g2.com/survey_responses/freshsales-review-12707721) --- #### What Are G2 Users Discussing About Freshsales? - [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote - [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) - 2 comments - [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) - 1 comment ### 25. [Axonaut](https://www.g2.com/products/axonaut/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 43 **Product Description:** Axonaut is a business management solution designed for small businesses that want to simplify and optimize their daily operations. At its core, Axonaut offers powerful invoicing features: generate branded quotes and invoices in seconds, convert quotes to invoices with one click, and track payments in real time. The platform also centralizes all your contacts, streamlines customer relationship management, and automates accounting tasks. With Axonaut, you can easily segment mailing lists for targeted email and SMS campaigns, and manage your team and payroll through an integrated Staff Registry. Axonaut stands out by combining efficiency, simplicity, and affordability to help small businesses save time and focus on growth. ### What Do G2 Reviewers Say About Axonaut? *AI-generated summary from verified user reviews* **Pros:** - Users praise Axonaut for its **attentive customer support** , greatly enhancing their CRM experience and satisfaction. - Users value the **ease of use** in Axonaut, benefiting from numerous integrated features that simplify business management. - Users value the **feature richness** of Axonaut, enhancing business management with a wide range of tools and integrations. - Users value the **time efficiency** of Axonaut due to its user-friendly features and reliable information management. - Users value the **time-saving features** of Axonaut, enhancing efficiency and reliability in their workflows. **Cons:** - Users find the **learning curve steep** , yet beneficial in the long run once they're accustomed to Axonaut's features. #### What Are Recent G2 Reviews of Axonaut? **"[An essential of business management](https://www.g2.com/survey_responses/axonaut-review-11712745)"** **Rating:** 4.5/5.0 stars *— Sandra B.* [Read full review](https://www.g2.com/survey_responses/axonaut-review-11712745) --- **"[Try it, adopt it!](https://www.g2.com/survey_responses/axonaut-review-11719891)"** **Rating:** 5.0/5.0 stars *— olivier J.* [Read full review](https://www.g2.com/survey_responses/axonaut-review-11719891) --- #### What Are G2 Users Discussing About Axonaut? - [What is Axonaut used for?](https://www.g2.com/discussions/what-is-axonaut-used-for) - 1 comment ## What Is CRM Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to CRM Software? - [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- ## How Do You Choose the Right CRM Software? ### Everything About CRMs ### CRM software buying insights at a glance [Customer relationship management (CRM) software](https://www.g2.com/categories/crm) strategically manages customer interactions across marketing, sales, service, and analytics functions, using capabilities such as customer data aggregation, workflow automation, and analytics-driven insights. Organizations primarily use CRM software to manage leads, track customer interactions, automate sales pipelines, and centralize customer data. CRM systems range from sales automation tools to specialized solutions tailored for industries such as real estate, finance, or nonprofits. Most CRM solutions are priced per user monthly or annually, averaging approximately $35 per user/month, with free plans for small businesses and premium enterprise solutions reaching up to $3,960 per user/year. If you’re evaluating CRM software, consider your organization's size, desired integrations, pricing transparency, ease of use, feature availability, vendor support quality, and AI capabilities. Essential questions include: - How transparent and scalable is the pricing structure? - What training and onboarding resources are provided? - What integrations are supported, and how user-friendly are they? - How responsive is the vendor to customer support issues? - Does the CRM utilize AI to automate interactions or insights? G2's top-rated CRM systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ActiveCampaign, ClickUp, and Close. ### What is CRM software? G2 defines [CRM software](https://www.g2.com/categories/crm) as platforms and applications designed to strategically manage and optimize customer interactions across marketing, sales, service, and analytics functions. Effective CRM systems aggregate multiple data sources, automate customer-facing workflows, and offer insights to accelerate sales conversions. Organizations typically source first-party customer data through call center interactions, web-based lead forms, social media engagements, and targeted marketing campaigns. CRM modules then organize this information systematically by demographic attributes, customer interactions, purchasing signals, and conversion potential. CRM tools further simplify sales processes by automating lead nurturing, prospect outreach, and campaign management. These applications provide a centralized system to track deal progression, customer interactions, financial transactions, and post-sale support, delivering a unified, real-time view of the entire customer journey. The CRM market is projected to reach $96.39 billion by 2026, growing at a compound annual growth rate (CAGR) of 10.6% between 2021 and 2026. ([_Source 1_](https://www.g2.com/articles/sales-statistics)) G2 currently covers 785 CRM products, with 9963 reviews published in the last 12 months, making it one of the most reviewed and comprehensive software categories on our platform. ([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What are the top reviewed CRM systems on G2? G2 scores the top-rated CRM systems based on a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that factors in real-user satisfaction ratings and popularity from review data. Here are the five highest-rated CRM products G2 for this category: #### 1. [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 20,244 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 #### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Number of Reviews: 9,685 - Satisfaction: 99 - Market Presence: 87 - G2 Score: 93 #### 3. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - Number of Reviews: 3,503 - Satisfaction: 94 - Market Presence: 70 - G2 Score: 82 #### 4. [ClickUp](https://www.g2.com/products/clickup/reviews) - Number of Reviews: 1,507 - Satisfaction: 93 - Market Presence: 70 - G2 Score: 81 #### 5. [Close](https://www.g2.com/products/close/reviews) - Number of Reviews: 1,346 - Satisfaction: 98 - Market Presence: 63 - G2 Score: 81 These rankings are determined by combining verified user ratings and publicly available web search popularity data: - The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) - G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. This score makes it easy to compare and evaluate different software products within each G2 category.([_Source 2_](https://documentation.g2.com/docs/research-scoring-methodologies)) ### CRM software pricing and cost considerations CRM software pricing varies significantly depending on the vendor, scale, complexity, and deployment model. Pricing categories typically include: - Free tier: Basic functionality suitable for startups or small businesses requiring minimal CRM capabilities. - Entry-level and mid-market Tiers: Moderate feature sets with per-user subscription pricing targeted at mid-sized businesses. - Enterprise-level tiers: Comprehensive, highly customizable solutions with extensive support, integrations, advanced analytics, and strategic implementation support. Most CRM software solutions on the market are priced per–user per month, but they can also be offered at annual rates. According to G2 data covering 86 CRM products (245 editions), the average annual license cost is about $415.95, roughly $35 per user per month when paid yearly. Some products offer [free versions](https://www.g2.com/categories/crm/free), while high-end, enterprise-level solutions can cost up to $3,960 per user per year. Organizations should carefully evaluate Total Cost of Ownership (TCO), including hidden costs such as onboarding, integrations, training, and ongoing technical support. For on-premises solutions, factor in hardware, IT resources, and ongoing maintenance. ### Types of CRM software on G2 CRM software solutions typically fall into the following categories, each with distinctive functionalities suited to specific organizational needs: - Sales Automation CRM: Focuses primarily on automating sales processes, enhancing productivity, and streamlining pipeline management. - Analytical CRM: Provides deep data-driven insights, predictive analytics, and customer segmentation through advanced AI-driven reporting. - Industry-Specific CRM: This type of CRM offers specialized features tailored to industry-specific operational requirements. This includes [real estate CRM software](https://www.g2.com/categories/real-estate-crm), [construction CRM software](https://www.g2.com/categories/construction-crm), [financial services CRM software](https://www.g2.com/categories/financial-services-crm), [mortgage CRM software](https://www.g2.com/categories/mortgage-crm), [legal CRM software](https://www.g2.com/categories/legal-crm), [PR CRM software](https://www.g2.com/categories/pr-crm), and [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm). - [Social CRM](https://www.g2.com/categories/crm/f/social-network-integration): Captures and manages customer interactions from social media channels, facilitating seamless cross-platform engagement. - [Mobile CRM](https://learn.g2.com/mobile-crm): Enables sales and marketing teams to access CRM capabilities via mobile apps, supporting productivity on the go. - [All-in-One CRM](https://www.g2.com/categories/crm/f/all-in-one): Combines multiple CRM functions into a unified platform, eliminating the need for disparate applications. This software supplants the need for broken software chains like standalone [ERPs](https://www.g2.com/categories/erp-systems) or [human capital management systems (HCMs)](https://www.g2.com/categories/hcm-software). - [Standalone CRM](https://www.g2.com/categories/crm/f/standalone): Operates independently without requiring extensive integration into an existing tech ecosystem. Often found in small or mid-sized businesses that prefer simpler setups. - Cloud-based CRM: Delivers scalable and secure solutions through cloud infrastructure, reducing IT complexity and promoting agile growth. - [Small Business CRM](https://www.g2.com/categories/crm/small-business): This type of CRM provides accessible, intuitive CRM tools specifically designed for smaller organizations with straightforward deployment and lower costs. ### Top CRM software features rated by G2 reviewers There is no [best CRM software](https://learn.g2.com/best-customer-relationship-management-software-tools) for everyone. Different CRM features within CRM software can help users in a few ways: - Contact & account management: Store customer data and manage interactions centrally. - Opportunity & pipeline management: Track sales deals through each stage from lead to close. - Task & activity management: Schedule tasks, assign deadlines, and track activities. - Lead management: Capture, qualify, and manage leads throughout the sales process - Email marketing & campaign management: Create, launch, and measure email and multi-channel campaigns. - Reporting & dashboards: Visualize performance and trends through intuitive dashboards and customizable reports. - Mobile & social integration: Access CRM on mobile devices; engage customers through social media channels. - Workflow automation: Automate repetitive tasks and streamline business processes. - Customer support & case management: Track and resolve customer inquiries and issues effectively. - Integration capabilities: Seamlessly integrate CRM with other essential software and business systems. - AI capabilities: Use generative AI to automate text creation and enhance customer interactions. ### Top CRM software benefits identified by G2 reviewers Effective CRM implementation can yield multiple strategic business benefits, including: **Enhanced customer insights:** CRM systems consolidate interaction data for deeper customer understanding, enabling personalized engagements and proactive sales efforts. _“It consolidates all customer data onto a single platform, tracking the entire customer journey within our system through a single interface. This includes all interactions from the initial point of contact, whether inbound or outbound, through marketing or direct sales, to the final outcome of either a closed win or closed loss.”_ - [Akshay S., Sales Development Manager](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10680560). **Improved revenue growth:** CRM tools support targeted marketing campaigns, streamline lead management, and accelerate sales processes that drive increased revenue. _“The tool helps me keep track of leads, follow-ups, and client interactions without things slipping through the cracks.”_ - [Chelsea D., CEO](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-10856634). **Optimized productivity and efficiency:** CRM software automates repetitive tasks, minimizing manual intervention and freeing staff to focus on high-value strategic activities. “_The automation features save us a ton of time by cutting out manual data entry and follow-ups. This means we can focus more on growing the business and less on chasing details, which has definitely helped our team stay more productive and organized._” - [Byron S., VP, SFDC & Data Administration](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10275142). **Improved collaboration and transparency:** CRM solutions offer centralized visibility into customer journeys, facilitating cross-functional collaboration and aligning sales and marketing efforts. _“The tool allows us to have transparency and a centralized location for all of our staff to store the information we need to help the customers.”_ - [Ryan L](https://www.g2.com/products/close/reviews/close-review-8802552). ### Top CRM systems challenges identified by G2 reviewers Implementing CRM software often presents specific challenges that can impact overall success. Analyzing G2 user reviews reveals frequent issues, including pricing concerns, complexity of user experience, limited or underdeveloped features, inadequate customer support, and integration limitations. Here are the most common hurdles users face, along with practical advice to address them: **1. Cost concerns:** Reviewers frequently identify high or unclear pricing as a barrier, particularly with enterprise-level CRM systems, making affordability an ongoing concern, especially for small or mid-sized businesses. - **Essential questions to ask your CRM vendor:** How is your pricing structured, and what exactly is included in each tier? Are there additional costs for adding users, premium features, or customer support? - **How to overcome the challenge:** Seek transparency from vendors upfront and consider scalable solutions or tiered pricing options that align costs with your business growth. **2. Steep learning curve:** CRM software often introduces unfamiliar workflows, resulting in slow adoption or even resistance within teams accustomed to different processes. - **Essential questions to ask your CRM vendor:** What training programs or onboarding resources do you provide? How do you help teams transition smoothly from their existing processes? - **How to overcome the challenge:** To facilitate an easier transition, opt for CRM solutions that offer comprehensive onboarding materials, continuous training, and strong vendor support. **3. Limited or underdeveloped features:** Many CRM users express disappointment regarding missing or insufficiently developed functionality, limiting effectiveness in critical business scenarios. - **Essential questions to ask your CRM vendor:** Can you outline your current features and upcoming development roadmap? How responsive are you to customer feedback when prioritizing new features? - **How to overcome the challenge:** Prioritize CRM providers who are transparent about feature availability and future development, ensuring alignment with your essential business needs. **4. Support and reliability issues:** Users commonly cite inadequate customer support, slow response times, or unreliable systems as major pain points negatively affecting daily operations. - **Essential questions to ask your CRM vendor:** What support channels are available, and what are your average response and resolution times? Do you provide clearly defined Service Level Agreements (SLAs)? - **How to overcome the challenge:** Evaluate vendors based on proven reliability and responsive customer support. Clarify expectations with detailed SLAs. **5. Integration limitations:** CRM solutions can become less effective when integration with existing tools is difficult, limited, or complex, reducing overall productivity. - **Essential questions to ask your CRM vendor:** What integrations do you currently support, and how complex is the setup process? Do you assist customers with integrations and troubleshooting? - **How to overcome the challenge:** Choose CRM software with robust, user-friendly integrations. Confirm compatibility with essential tools early in the evaluation process. ### What is CRM software used for? Analysis of CRM software reviews reveals the following common scenarios: - **Lead management & tracking:** Businesses use CRM tools to capture, qualify, assign, and monitor leads throughout the sales funnel, ensuring leads never slip through the cracks. - **Centralized customer & contact data:** Reviewers say CRM solutions help store all customer interactions and communications in one centralized system, ensuring multiple departments access accurate, up-to-date records without duplication. - **Pipeline & deal management:** CRM applications organize sales opportunities clearly by stage, value, and timeline, allowing sales teams to prioritize deals and forecast revenue effectively - **Collaborative account & case management:** Reviewers say CRM platforms simplify customer support by enabling multiple stakeholders to collaborate on customer inquiries, case management, and issue resolution, keeping all communication records linked and up-to-date. ### Who uses CRM systems? CRM software users span various roles, from senior executives to frontline sales and marketing professionals. Based on G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries include computer software, marketing and advertising, information technology, financial services, and real estate. ### Common CRM software integrations We analyzed extensive user-review data to identify common software categories users frequently integrate with CRM: - **Marketing automation software:** Integrating CRM software with [marketing automation tools](https://www.g2.com/categories/marketing-automation) allows businesses to automate email campaigns, streamline lead nurturing, and enhance lead scoring capabilities. - **Email & calendar tools:** CRM integrations with [popular email](https://www.g2.com/categories/email) and [calendar platforms](https://www.g2.com/categories/calendar-software) help centralize communication, appointments, and contact management, providing a unified view of customer interactions. - **Workflow and custom integration tools:** Flexible integrations using APIs and [workflow automation tools](https://www.g2.com/categories/workflow-management) enable businesses to synchronize CRM data seamlessly across multiple applications, enhancing operational efficiency. - **Collaboration & communication platforms:** Connecting CRM tools with [internal collaboration and messaging platforms](https://www.g2.com/categories/internal-communications) facilitates instant communication, simplifies meeting scheduling, and enhances internal team coordination. - **Website and lead capture software:** Integrating CRM apps with website and [form-building software](https://www.g2.com/categories/online-form-builder) allows real-time lead capture, automated follow-ups, and personalized customer engagement directly from web-based interactions. ### What's the best CRM app for small business owners? For [small business owners](https://www.g2.com/categories/crm/small-business), I recommend exploring CRM apps specifically designed for small and medium-sized businesses (SMBs) as they focus on ease of use and cost-effectiveness, such as:  1. [Microsoft Dynamics CRM](https://www.g2.com/products/dynamics-365-sales/reviews) offers a robust solution to boost sales productivity and marketing effectiveness with social insights, business intelligence, and campaign management. It provides both on-premises and cloud solutions, with mobile CRM apps for on-the-go management. 2. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) is tailored for small to medium-sized businesses, providing a 360-degree customer view. It optimizes sales, support, and marketing touch-points with AI-powered tools and robust automation to enhance customer experiences across various channels. 3. [BSI Software](https://www.g2.com/products/bsi-software/reviews) delivers a comprehensive platform for the digitalization of customer relationships, with a strong CRM system supporting industries like banking, insurance, and energy. It emphasizes a 360° customer view and uses AI to improve processes and customer interactions. ### What CRM is the best for e-commerce platforms? The best CRM software for eCommerce platforms depends on your business size, sale volume, and integration needs. With that in mind, here are some top choices to support your business based on G2 reviews: 1. [HighLevel](https://www.g2.com/products/highlevel/reviews): An all-in-one Sales & Marketing CRM with CRM, Email, 2-way SMS, consolidated messaging, outbound calling, and more. 2. [Close](https://www.g2.com/products/close/reviews): A CRM designed to help small, scaling businesses close deals fast with built-in communication, automation, and reporting tools. 3. [Agile CRM](https://www.g2.com/products/agile-crm/reviews): A fully integrated CRM with sales tracking, contact management, marketing automation, and telephony. ### Future of CRM software - **AI-driven insights and predictive analytics:** CRM platforms increasingly leverage AI and machine learning to process vast customer data, predict behaviors, and recommend the next best actions. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This helps teams identify high-value leads, reduce churn, and personalize communications. Predictive analytics accelerate sales cycles and improve marketing campaign targeting. AI-powered insights also automate manual tasks, allowing teams to focus on strategic interactions rather than data entry. - **Omnichannel engagement and conversational interfaces:** Businesses are meeting customers on their terms, whether via chat, social media, or voice assistants. CRMs of the future will integrate new channels effortlessly and use conversational AI to streamline interactions. ([_Source 4_](https://solutionsmetrix.com/article/top-crm-trends-2024/)) - **Deeper IoT integration for real-time engagement:** With the rise of IoT (smart devices, wearables, sensors), next-generation CRMs will sync with real-time data streams. ([_Source 3_](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html)) This will enable proactive customer service, automated triggers for maintenance or support, and personalized product recommendations based on real-world usage. ### CRM Software FAQs ### Most Popular FAQs #### **Which CRM Software has the best reviews?** Based on verified user ratings across thousands of reviews, these CRM platforms consistently earn top marks for overall satisfaction: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A widely adopted CRM known for its clean interface, cross-team collaboration tools, and strong alignment between sales and marketing workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform built for agencies and small businesses, praised for its automation capabilities, multi-channel communication tools, and competitive pricing. - [Close](https://www.g2.com/products/close/reviews) — A sales-focused CRM built for speed and simplicity, highly rated by outbound teams for its integrated calling, SMS, email, and intuitive lead management. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A pipeline-centric CRM recognized for its visual deal management, ease of use, and robust integration ecosystem. #### **What is CRM software used for?** CRM (Customer Relationship Management) software is a tool that helps businesses organize, track, and manage their interactions with leads, prospects, and customers in one centralized platform. At its core, CRM software solves the problem of scattered customer data by consolidating contact records, communication history, sales pipeline stages, and task management into a single system. Users across industries rely on CRM software to automate follow-up sequences, reduce manual data entry, manage deal pipelines, generate performance reports, and improve response times. Beyond basic contact management, modern CRM platforms increasingly incorporate email and SMS marketing, AI-powered assistants, chatbots, and workflow automation — making them the operational backbone of sales, marketing, and customer support teams alike. #### **What is the best cloud-based CRM for the service industry?** Cloud-based CRM tools built for service-oriented businesses prioritize scheduling, client communication, and workflow visibility. The following options earn strong marks from service industry users: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A cloud-native CRM that centralizes client outreach, deal tracking, and email sequences, making it a practical choice for service teams managing ongoing client relationships. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — A cloud-based platform popular with service-based agencies that need integrated appointment booking, reputation management, and automated client follow-up under one subscription. - [OctopusPro](https://www.g2.com/products/octopuspro/reviews) — A field service management and CRM platform designed for mobile and on-site service businesses, offering ticketing, scheduling, and customizable workflow tracking. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A hosted CRM with strong pipeline visualization tools, activity reminders, and integration capabilities suited for service businesses managing multiple client engagements. #### **What is the best CRM solution with marketing automation features?** The strongest CRM platforms with embedded marketing automation go beyond basic contact management to support full campaign execution, lead nurturing, and cross-channel outreach. Top options include: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Offers tightly integrated sales and marketing tools including email sequences, deal tracking, and web visit tracking, with an interface designed for non-technical users. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — A CRM and marketing automation platform built around flexible workflow builders, enabling businesses to automate complex multi-step email and SMS campaigns with conditional logic. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — An all-in-one platform that combines CRM, email, SMS, social media automation, funnel building, and AI voice agents, purpose-built for marketing agencies managing multiple clients. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — An affordable CRM suite that consolidates email marketing, contact management, landing page creation, and support ticketing in a single interface. #### **What is the best CRM for beginners?** New CRM users consistently prioritize ease of setup, guided onboarding, and an interface that doesn't require technical expertise. The following platforms earn high marks for accessibility among first-time CRM users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Frequently cited by new users for its intuitive visual pipeline, clean drag-and-drop interface, and short onboarding curve — users routinely describe going live within a day. - [CRMOne](https://www.g2.com/products/crmone/reviews) — A straightforward CRM praised for quick setup and a responsive support team that helps new teams get organized with minimal friction. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Known for its simple, navigable interface, extensive learning resources, and live webinars that help users new to CRM get up to speed quickly. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A lightweight CRM designed as an entry point into the Zoho ecosystem, offering pipeline management and contact organization with minimal setup complexity. ### Small Business FAQs #### **What is the most affordable CRM software for SMBs?** For small and medium-sized businesses, the best CRM at an affordable price point balances essential functionality with low total cost of ownership. These platforms consistently earn recognition from SMB users on a budget: - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — One of the most cost-effective all-in-one platforms for small businesses, offering CRM, email marketing, and support features at a price point that rivals far more limited tools. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Frequently highlighted by SMB users for delivering core CRM and automation features at a price that competes favorably with enterprise-tier alternatives. - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — A purposefully lean and affordable CRM built for small teams, offering pipeline management, contact tracking, and the ability to scale into the broader Zoho ecosystem as needs grow. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — A moderately priced CRM that small businesses frequently choose for its clean UI, fast implementation, and value relative to more expensive mid-market platforms. #### **What is the best CRM software for startups?** Startups need a CRM that can be implemented quickly, scales with growth, and doesn't require a dedicated admin to maintain. These platforms are well-suited for early-stage teams, and you can explore the full [SMB CRM software](https://www.g2.com/categories/crm?segment=small-business) category on G2 for a complete view of top-rated options: - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — A popular choice among startups for its free tier, ease of use, and the ability to grow into more advanced sales and marketing automation as the team scales. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Startup founders and small sales teams frequently cite Pipedrive's visual pipeline and quick setup as a practical way to get deal tracking in place immediately. - [Close](https://www.g2.com/products/close/reviews) — Built specifically for sales-first startups, Close consolidates calling, emailing, and SMS in one interface with a fast onboarding experience and no-bloat feature set. - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) — Startup users appreciate its low cost and all-in-one approach to managing contacts, automating outreach, and handling support tickets without adding additional tools. #### **Which CRM software is the most user-friendly for startups?** Ease of use is critical for lean startup teams where no one has the bandwidth for weeks of onboarding. Among the CRM platforms reviewed, these earn the highest usability marks from small-team users: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Consistently cited for its visual, drag-and-drop pipeline and minimal learning curve, making it one of the most accessible CRMs for teams adopting their first dedicated sales tool. - [CRMOne](https://www.g2.com/products/crmone/reviews) — Startup users highlight how quickly their teams got comfortable with the interface, with most reporting same-day or next-day adoption without formal training. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Praised for a clean, distraction-free interface and a responsive support team that guides new users through setup and configuration challenges. - [folk](https://www.g2.com/products/folk-folk/reviews) — A CRM built around a modern, Notion-inspired interface that resonates strongly with startup founders and small teams who find traditional CRMs overly complex. #### **What is the best CRM for small teams in financial services?** Financial services firms at the small business level need a CRM that can reliably track client accounts, log correspondence, and support compliance-adjacent record-keeping. You can browse the full [small business CRM software](https://www.g2.com/categories/crm?segment=small-business) landscape on G2 to compare options by industry: - [Maximizer](https://www.g2.com/products/maximizer/reviews) — A CRM used by financial advisors and insurance professionals, valued for its robust contact-to-account lifecycle tracking, task scheduling for renewals, and detailed client record storage. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Widely used in financial services SMBs for managing client outreach, tracking deal pipelines, and aligning sales and marketing communication in a single platform. - [Close](https://www.g2.com/products/close/reviews) — Used by small financial services sales teams for its speed of entry, multi-channel outreach, and streamlined lead management without unnecessary complexity. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — Adopted by small financial services teams for its intuitive pipeline management and integration flexibility with quoting and productivity tools. #### **What CRM tools are best suited for solo business owners and freelancers?** Solo operators and freelancers need a CRM that's fast to set up, low-maintenance, and handles the essential tasks of contact management and follow-up without requiring a team to administer it. The following platforms see strong adoption among single-person operations, and you can explore the full [small business CRM](https://www.g2.com/categories/crm?segment=small-business) category for additional options: - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — A top pick among freelancers and solo sales professionals for keeping deal pipelines organized without requiring daily admin overhead. - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — Built explicitly for solopreneurs and micro-businesses, prioritizing simplicity and a flat-rate pricing model that avoids the per-feature upgrade cycle common in larger platforms. - [folk](https://www.g2.com/products/folk-folk/reviews) — A modern, lightweight CRM designed around relationship management that resonates strongly with founders and freelancers who rely heavily on LinkedIn and email for outreach. - [Nutshell](https://www.g2.com/products/nutshell/reviews) — Solo users highlight Nutshell's ease of implementation and task-based reminders as core value drivers for staying organized without dedicated CRM support. ### Enterprise FAQs #### **What is the best-rated CRM software for tech enterprises?** Technology enterprises require a CRM with deep customization, scalable architecture, and strong developer ecosystems. These platforms earn the highest marks from enterprise tech buyers, and you can explore the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The market's most recognized enterprise CRM, built for large tech organizations that require custom objects, complex automation, AI-driven sales assistance, and broad ecosystem integrations. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Increasingly adopted by mid-to-large tech companies for its accessible interface, cross-functional deal visibility, and tight alignment between marketing and sales data. - [Creatio](https://www.g2.com/products/creatio/reviews) — A no-code-first CRM platform valued by enterprise tech teams for its powerful marketing suite, flexible workflow automation, and deep customization without requiring developer resources. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — An enterprise-grade platform that combines CRM capabilities with ERP, finance, and inventory management, making it a strong fit for tech companies that need unified business operations. #### **What is the most reliable CRM software tool for enterprises?** Enterprise buyers prioritize uptime, data integrity, and consistent performance at scale. Among platforms with significant enterprise user bases in this review dataset, the following earn recognition for reliability: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Long the enterprise reliability benchmark, Salesforce is recognized for centralized data management, extensive uptime infrastructure, and a mature ecosystem of support and implementation partners. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise teams frequently cite HubSpot's consistent platform availability, predictable performance, and strong user permissions and admin controls. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's stability across large user deployments, noting its hosted and on-premise options and continuous platform enhancements as drivers of long-term confidence. - [NetSuite](https://www.g2.com/products/netsuite/reviews) — Trusted by enterprises for housing critical business data across CRM, financials, and operations in a single auditable system, with robust case-based support infrastructure. #### **What is the best-reviewed CRM software for enterprise app integration?** Integration depth is a top evaluation criterion for enterprise CRM buyers managing complex tech stacks. These platforms stand out for their integration ecosystems, and you can explore the [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for in-depth comparison: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's AppExchange and native API infrastructure make it a top choice for enterprises requiring integration with ERP, marketing, service, and analytics platforms at scale. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise users praise HubSpot's native integrations and marketplace ecosystem for connecting sales data across business intelligence, email, and communication tools. - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — Recognized for strong third-party integrations including Salesforce and Zapier, making it a practical choice for enterprises embedding CRM and marketing automation into broader workflows. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise reviewers highlight Creatio's flexible integration framework and no-code tooling as differentiators for connecting CRM processes with legacy and third-party systems. #### **What is the best enterprise CRM for customer success teams?** Customer success functions within enterprise organizations require a CRM layer that goes beyond pipeline management — one that tracks client health, onboarding progress, and renewal timelines. You can browse the full [enterprise CRM software](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for a complete list of top-rated options: - [Planhat](https://www.g2.com/products/planhat/reviews) — Purpose-built for enterprise customer success teams, Planhat manages the full post-sale lifecycle from onboarding through renewal with health scoring, timeline management, and proactive account planning tools. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — Enterprise customer success teams use HubSpot for cross-department deal visibility and contact management, particularly in environments where CS and sales operate from shared data. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Used by enterprise CS teams that need deep customization and integration to map complex customer journeys, connect service records, and track success metrics across accounts. - [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) — An enterprise CRM that centralizes account information, customer contracts, and support requests, earning high marks from administrators for its configurability and clean information architecture. #### **What is the best enterprise CRM with AI capabilities?** AI functionality in enterprise CRM has moved from differentiator to expectation, spanning predictive analytics, automated outreach, intelligent forecasting, and virtual sales assistants. The following platforms lead on AI maturity within the enterprise segment reviewed here, and you can explore the [enterprise CRM](https://www.g2.com/categories/crm?segment=enterprise) category on G2 for the latest AI feature comparisons: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — Salesforce's native AI layer, Einstein, delivers predictive lead scoring, automated data capture, and conversational AI for enterprise sales teams operating at scale. - [Creatio](https://www.g2.com/products/creatio/reviews) — Enterprise users highlight Creatio's rapidly expanding AI capabilities integrated within its no-code workflow environment, enabling smarter automation without developer dependency. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — HubSpot has embedded AI across email tracking, deal predictions, and content assistance — features enterprise teams are actively incorporating into daily sales workflows. - [HighLevel](https://www.g2.com/products/highlevel/reviews) — Reviewers in tech-oriented agencies highlight HighLevel's AI voice employee and AI-driven workflow features as a meaningful competitive advantage, particularly for teams managing high volumes of inbound and outbound communication. ### Sources 1. [73+ Sales Statistics To Achieve Business Targets in 2024](https://www.g2.com/articles/sales-statistics), G2 2. G2 reviews data: G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies). 3. [CRM technology trends](https://www.sap.com/india/products/crm/what-is-crm/crm-technology-trends.html), SAP 4. [Keeping Up to Date with CRM Trends in 2025: Here’s What to Expect](https://solutionsmetrix.com/article/top-crm-trends-2024/)​, Solutions Metrix Last Updated on 04/20/2026 _Written and researched by _[_Blue Bowen_](https://research.g2.com/insights/author/blue-bowen) _Reviewed and edited by _[_Sinchana Mistry_](https://www.linkedin.com/in/sinchana-mistry95/)