# Best Enterprise CRM Software *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, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise 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 Enterprise Business CRM category. In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Enterprise Business CRM Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business. ## How Many CRM Software Products Does G2 Track? **Total Products under this Category:** 1,016 ### Category Stats (May 2026) - **Average Rating**: 4.38/5 - **New Reviews This Quarter**: 1,318 - **Buyer Segments**: Small-Business 55% │ Mid-Market 33% │ Enterprise 12% - **Top Trending Product**: Taskip (+0.125) *Last updated: May 13, 2026* ## How Does G2 Rank CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,300+ Authentic Reviews - 1,016+ 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 (24,583 reviews) | AI-automated pipeline-to-close CRM workflows | "[Straightforward Exploration and Strong Integrations for Broad Data Tracking](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12593974)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,165 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 (2,985 reviews) | Visual sales pipeline with deal-stage automation | "[Essential for Customer Management, Easy to Use](https://www.g2.com/survey_responses/pipedrive-review-9534286)" | | 4 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,819 reviews) | Centralized lead-to-deal pipeline with workflow automation | "[User-Friendly, Feature-Rich CRM That Streamlines Work and Boosts Productivity](https://www.g2.com/survey_responses/zoho-crm-review-12762599)" | | 5 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,015 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 (14,137 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 (805 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 (1,149 reviews) | Visual pipeline tracking with no-code automation | "[Monday.com Helps us stay organized and aligned as a team](https://www.g2.com/survey_responses/monday-crm-review-12710593)" | | 9 | [HighLevel](https://www.g2.com/products/highlevel/reviews) | 4.6/5.0 (620 reviews) | Omnichannel CRM with white-label automation workflows | "—" | | 10 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (882 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** ### SAP Sales Cloud SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=179&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&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%3Fxs%3D1&secure%5Btoken%5D=0355ce64f1980c97180e098e91e7dad1f9ecd81289d914662ecf9a9825ab84ef&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fproducts%2Fcrm%2Fsales-cloud.html&secure%5Burl_type%5D=paid_promos) --- ## 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. [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:** 24,583 **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 find Agentforce Sales easy to use, appreciating the **accessible information** that streamlines their sales process. - Users appreciate the **feature-rich capabilities** of Agentforce Sales, enhancing productivity and customer interactions seamlessly. - Users appreciate the **powerful lead management** capabilities of Agentforce Sales, enhancing customer experience and team collaboration. - Users appreciate the **extensive customization options** of Agentforce Sales, tailoring it to fit unique business needs. - Users love the **customizability** of Agentforce Sales, allowing businesses to tailor solutions to their unique needs. **Cons:** - Users find the **learning curve steep** , facing challenges with configuration and reporting, particularly for new users. - Users find the **complicated setup and customization** of Agentforce Sales taxing, especially for smaller teams. - Users find the **missing features** in Agentforce Sales limit their ability to efficiently handle complex tasks and processes. - Users find the **limited features** of Agentforce Sales require significant customization and expertise for effective use. - Users find the **pricing model expensive** , making it challenging for smaller companies to justify the cost. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Straightforward Exploration and Strong Integrations for Broad Data Tracking](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12593974)"** **Rating:** 4.0/5.0 stars *— Harsh S.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12593974) --- **"[Practical AI Automation That Streamlines Sales Inside Salesforce](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12761634)"** **Rating:** 4.0/5.0 stars *— Souvik D.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12761634) --- #### 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 ### 2. [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 882 **Product Description:** SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities ### What Do G2 Reviewers Say About SAP Sales Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in SAP Sales Cloud, enhancing performance and providing seamless functionality. - Users value the **strong integration capabilities** of SAP Sales Cloud, enhancing efficiency and visibility across sales processes. - Users value the **easy integration** of SAP Sales Cloud with SAP S4HANA for enhanced efficiency and productivity. - Users benefit from the **easy integration** of SAP Sales Cloud, enhancing efficiency and maintaining data consistency across systems. - Users value the **centralization of customer data** in SAP Sales Cloud, improving pipeline management and team alignment. **Cons:** - Users find the **steep learning curve** of SAP Sales Cloud to be a significant barrier to effective usage. - Users find the **limited customization** options of SAP Sales Cloud restrict their ability to tailor workflows effectively. - Users find the **complexity** of SAP Sales Cloud challenging, particularly regarding implementation and user interface navigation. - Users find the **interface confusing** , with a bulky setup that hampers usability and integration with other SAP systems. - Users find the **pricing high** , which may lead them to consider alternative solutions despite its overall quality. #### What Are Recent G2 Reviews of SAP Sales Cloud? **"[Powerful Analytics with Powerful integration capabilities and user friendly user interface](https://www.g2.com/survey_responses/sap-sales-cloud-review-12649279)"** **Rating:** 4.0/5.0 stars *— Patil A.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-12649279) --- **"[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)"** **Rating:** 4.5/5.0 stars *— Alexander C.* [Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761) --- #### What Are G2 Users Discussing About SAP Sales Cloud? - [What is SAP CRM used for?](https://www.g2.com/discussions/what-is-sap-crm-used-for) - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/sap-cloud-for-customer-what-sap-components-are-included-in-sap-crm) - 1 comment - [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/what-sap-components-are-included-in-sap-crm) - 1 comment ### 3. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 13,165 **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 appreciate the **ease of use** of HubSpot Sales Hub, making it ideal for first-time salespeople. - Users greatly value the **automation features** of HubSpot Sales Hub, which streamline data entry and enhance productivity. - Users appreciate the **excellent product support** and find HubSpot Sales Hub easy to integrate and use. - Users appreciate the **intuitive lead management** capabilities of HubSpot Sales Hub, enhancing tracking and workflow automation. - Users find HubSpot Sales Hub to be **intuitive and user-friendly** , enhancing their experience with a centralized sales repository. **Cons:** - Users desire a **more comprehensive app** , noting it needs further development and fine-tuning for better usability. - Users find the **limited features** of HubSpot Sales Hub basic and frustrating, especially with dashboard and forecasting limitations. - Users find the **learning curve steep** for HubSpot Sales Hub, making advanced features harder to access initially. - Users find HubSpot Sales Hub to be **expensive** , especially as businesses grow and need advanced features. - Users find the **limited customization** of HubSpot Sales Hub restrictive, impacting their ability to tailor workflows effectively. #### 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) --- **"[Streamlined Lead Tracking and Sales-Marketing Alignment with HubSpot](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12809413)"** **Rating:** 4.5/5.0 stars *— Dr. Jeyashree M.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12809413) --- #### 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 ### 4. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 2,819 **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 love the **ease of use** of Zoho CRM, finding its intuitive interface makes navigation effortless and enjoyable. - Users love the **robust features and excellent customer service** that make Zoho CRM an indispensable tool. - Users appreciate the **ease of integration** with Zoho CRM, simplifying connections to other business tools for enhanced workflow. - Users appreciate the **effective lead management** in Zoho CRM, which streamlines processes and reduces human error. - Users appreciate the **ease of integration** with Zoho CRM, enabling a smooth workflow with various business tools. **Cons:** - Users experience a **challenging learning curve** with advanced features, requiring patience and effort to master the system. - Users find the **limited features** of Zoho CRM restrictive, hindering integration and automation with third-party applications. - Users face **integration issues** with Zoho CRM, leading to confusion and inefficiencies when using multiple systems. - Users find the **complexity** of Zoho CRM challenging, particularly for first-time users and feature navigation. - Users face **poor customer support** with Zoho CRM, often struggling to get timely and knowledgeable assistance. #### 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 ### 5. [Oracle Sales Cloud](https://www.g2.com/products/oracle-sales-cloud/reviews) **Average Rating:** 3.9/5.0 **Total Reviews:** 137 **Product Description:** Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance. The key elements of Oracle Sales Cloud's SFA solution are vast. They include: • Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools • A comprehensive partner relationship management offering to manage channel sales and partner management • Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation • Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence • A customer data management system to ensure clean, consolidated and complete customer information. With rich functional capabilities and a comprehensive feature set, Oracles Sales Cloud provides a more modern approach to sales execution. ### What Do G2 Reviewers Say About Oracle Sales Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users benefit from the **seamless integration** of Oracle Sales Cloud with other Oracle systems, ensuring data consistency and efficiency. - Users value the **extensive functionality** of Oracle Sales Cloud, enhancing sales processes and improving data management efficiency. - Users appreciate the **user-friendly interface** of Oracle Sales Cloud, making it easy to use with excellent support. - Users appreciate the **responsive customer support** from Oracle Sales Cloud, ensuring smooth operations and effective issue resolution. - Users find Oracle Sales Cloud to have a **simple and intuitive interface** , making it a joy to use. **Cons:** - Users experience a **steep learning curve** , making initial navigation and adoption of Oracle Sales Cloud challenging. - Users find the **high complexity** of Oracle Sales Cloud challenging, especially regarding usability and performance with large datasets. - Users find the **interface not user-friendly** , leading to a steep learning curve and complexity in workflows. - Users notice **slow performance** with large datasets and complex reports, making it frustrating during usage. - Users face **data availability issues** and experience unpredictable behavior when uploading JPEG files in Oracle Sales Cloud. #### Key Features - Workflow Capability - Contact & Account Management - Lead Management - Case Management - Integration APIs #### What Are Recent G2 Reviews of Oracle Sales Cloud? **"[Centralized Data, But Setup Can Be Tricky](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12698890)"** **Rating:** 5.0/5.0 stars *— Aditya P.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12698890) --- **"[Usable Built-In AI That Guides Sales Reps with Predictive Analytics](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12702658)"** **Rating:** 5.0/5.0 stars *— Laresha G.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-cloud-review-12702658) --- #### What Are G2 Users Discussing About Oracle Sales Cloud? - [Is Salesforce an Oracle product?](https://www.g2.com/discussions/is-salesforce-an-oracle-product) - 1 comment - [Is Oracle CRM cloud based?](https://www.g2.com/discussions/is-oracle-crm-cloud-based) - [What is Oracle Sales Cloud?](https://www.g2.com/discussions/what-is-oracle-sales-cloud) - 1 comment ### 6. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 14,137 **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 to be **easy to use** , enabling effective communication and management of customer engagement effortlessly. - Users praise the **automation capabilities** of ActiveCampaign, enhancing engagement and streamlining marketing efforts effectively. - Users value the **automation features** of ActiveCampaign, enhancing engagement and streamlining email marketing efforts effectively. - Users highlight the **powerful automation capabilities** of ActiveCampaign, enhancing customer engagement and streamlining workflows. - Users value the **versatile features** of ActiveCampaign, facilitating effective customer engagement and easy integration with other tools. **Cons:** - Users experience a **steep learning curve** with ActiveCampaign, requiring assistance to understand various features and functionalities. - Users find ActiveCampaign **expensive** , especially for startups seeking affordable plans and accessible features. - Users feel the absence of **testing features** and limited audience segmentation restricts their automation effectiveness in ActiveCampaign. - Users express frustration over **limited features** , including customization options and difficulties in managing client information effectively. - Users find ActiveCampaign's interface **not intuitive** , making it challenging to navigate and implement effectively for 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) --- **"[Great email marketing tool for us](https://www.g2.com/survey_responses/activecampaign-review-7966871)"** **Rating:** 4.0/5.0 stars *— Ninni K.* [Read full review](https://www.g2.com/survey_responses/activecampaign-review-7966871) --- #### 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 ### 7. [monday CRM](https://www.g2.com/products/monday-crm/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,149 **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** , with a user-friendly interface and helpful features for businesses. - Users value the **easy integrations** with other tools, enhancing workflows and overall productivity on monday CRM. - Users appreciate the **efficient automation** in monday CRM, which streamlines workflows and enhances collaboration seamlessly. - Users value the **incredible customizability** of monday CRM, enabling tailored solutions for diverse business needs. - Users appreciate the **user-friendly features** of monday CRM, benefiting from its easy integration and clear workflows. **Cons:** - Users face a **learning curve** with monday CRM, making initial setup and board communication challenging. - Users find **missing features** in monday CRM, such as limited AI insights and unavailable essential functionalities without upgrades. - Users find the **limited features** of monday CRM frustrating, particularly in automation and data management capabilities. - Users note that **limited customization** options in monday CRM can hinder deeper functionality and efficiency in workflows. - Users find the **integration issues** frustrating, as manual setup and lag hinder functionality and user experience. #### Key Features - Customization - Contact & Account Management - Email Marketing - Case Management - Data Import & Export Tools #### What Are Recent G2 Reviews of monday CRM? **"[Monday.com Helps us stay organized and aligned as a team](https://www.g2.com/survey_responses/monday-crm-review-12710593)"** **Rating:** 4.5/5.0 stars *— Allon M.* [Read full review](https://www.g2.com/survey_responses/monday-crm-review-12710593) --- **"[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) --- #### 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. [Bitrix24](https://www.g2.com/products/bitrix24/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 575 **Product Description:** Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant CoPilot helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place. ### What Do G2 Reviewers Say About Bitrix24? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Bitrix24, benefiting from its unified platform that enhances productivity and collaboration. - Users appreciate the **seamless team collaboration** in Bitrix24, enhancing productivity through integrated messaging and project management tools. - Users value the **integrated task management** of Bitrix24, enhancing efficiency and streamlining team collaboration in one platform. - Users appreciate the **integration of essential tools** in Bitrix24, which enhances efficiency and streamlines project management. - Users highlight the **integrated tools** of Bitrix24, enhancing productivity and collaboration within a unified platform. **Cons:** - Users find the **learning curve steep** with Bitrix24, making it challenging for newcomers to navigate effectively. - Users point out **missing features** and changes to promises, affecting the overall value and user experience with Bitrix24. - Users find the **limited features** in Bitrix24 frustrating, especially when essential tools become inaccessible without higher payment. - Users note the **limited features** for basic accounts, which restricts functionality for small teams needing essential tools. - Users experience **performance issues** with Bitrix24, citing slow loading times and a complex interface that hinders efficiency. #### What Are Recent G2 Reviews of Bitrix24? **"[Fast, Flexible Indiamart-to-Bitrix24 Automation with Excellent Support](https://www.g2.com/survey_responses/bitrix24-review-12592514)"** **Rating:** 5.0/5.0 stars *— Ajay P.* [Read full review](https://www.g2.com/survey_responses/bitrix24-review-12592514) --- **"[Straightforward, Turnkey CRM with Everything We Need. Has a free version!](https://www.g2.com/survey_responses/bitrix24-review-12708521)"** **Rating:** 4.5/5.0 stars *— Luis P.* [Read full review](https://www.g2.com/survey_responses/bitrix24-review-12708521) --- #### What Are G2 Users Discussing About Bitrix24? - [What is Bitrix24 used for?](https://www.g2.com/discussions/what-is-bitrix24-used-for) - 2 comments - [What is CRM for Nonprofits by Bitrix24 used for?](https://www.g2.com/discussions/what-is-crm-for-nonprofits-by-bitrix24-used-for) - [How does bitrix24 make money?](https://www.g2.com/discussions/how-does-bitrix24-make-money) - 2 comments ### 9. [LeadSquared Sales CRM](https://www.g2.com/products/leadsquared-sales-crm/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 287 **Product Description:** LeadSquared is a Sales Automation SaaS platform helping 2000+ organizations globally to drive sales efficiency at scale. LeadSquared has built a global, best-in-class CRM platform that takes away the guesswork from sales execution and makes efficiency the focus of every customer interaction, no matter how complex the customer journey is. The software automatically captures leads from all your channels, manages them intelligently, and transfers them to the right teams (and people), ensuring zero lead leakage and zero missed opportunities. Businesses that have achieved growth with LeadSquared include higher education institutes, edtech, financial services, healthcare, and marketplaces, among others. The company is headquartered in Bengaluru, India, with a local presence, in the United States, the Philippines, South Africa, Australia, Singapore and Indonesia. ### What Do G2 Reviewers Say About LeadSquared Sales CRM? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **user-friendly interface** of LeadSquared Sales CRM, facilitating efficient lead management and analysis. - Users appreciate the **ease of use** of LeadSquared Sales CRM, enabling quick management and follow-up with leads. - Users value the **intuitive lead management** of LeadSquared Sales CRM, enhancing efficiency in tracking and capturing leads. - Users praise the **efficiency** of LeadSquared for automating tasks and enhancing lead management significantly. - Users appreciate the **intuitive interface** of LeadSquared Sales CRM, enhancing ease of lead management and task handling. **Cons:** - Users notice that LeadSquared can be **slow loading** , especially when managing large lists or multiple tabs. - Users experience **slow performance** with LeadSquared, particularly when handling large lists or advanced features. - Users face a **steep learning curve** with LeadSquared, finding features unintuitive and the initial setup challenging. - Users often experience **slow speed** and glitches with LeadSquared Sales CRM, affecting multitasking and overall performance. - Users experience **technical issues** with LeadSquared Sales CRM, facing slow performance and frequent glitches that hinder efficiency. #### What Are Recent G2 Reviews of LeadSquared Sales CRM? **"[Seamless Integrations, Robust Support, but UI Needs Improvement](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-12686891)"** **Rating:** 4.5/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-12686891) --- **"[LeadSquared Sales CRM: Powerful Lead Automation and Pipeline Visibility](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-12476044)"** **Rating:** 4.0/5.0 stars *— Dinesh Reddy V.* [Read full review](https://www.g2.com/survey_responses/leadsquared-sales-crm-review-12476044) --- #### What Are G2 Users Discussing About LeadSquared Sales CRM? - [What is LeadSquared Sales + Mobile CRM used for?](https://www.g2.com/discussions/what-is-leadsquared-sales-mobile-crm-used-for) - 3 comments - [Is LeadSquared a good company?](https://www.g2.com/discussions/is-leadsquared-a-good-company) - 2 comments - [What is Mobile CRM and why is it important?](https://www.g2.com/discussions/what-is-mobile-crm-and-why-is-it-important) - 1 comment ### 10. [Nutshell](https://www.g2.com/products/nutshell/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 1,400 **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 **extremely easy to use** , greatly enhancing organization and daily productivity in managing leads. - Users appreciate the **ease of use and organization** that Nutshell provides throughout the admissions process. - Users praise Nutshell for its **exceptional customer support** , providing help and educational resources that enhance the experience. - Users love the **powerful email marketing tools** in Nutshell, praising their ease of use and integration. - Users find Nutshell to be **intuitive and user-friendly** , making daily sales collaboration simple and efficient. **Cons:** - Users find that the **missing features** in Nutshell hinder their ability to effectively manage deals and data. - Users note the need for **limited features** in Nutshell, particularly regarding customization and deeper integrations. - Users find a lack of **customization options** in Nutshell, limiting their ability to tailor quotes and emails effectively. - Users struggle with a **steep learning curve** due to frequent changes and complicated layouts affecting lead tracking. - Users find the **email management lacking** , with limited customization and issues with handling junk email addresses. #### Key Features - User, Role, and Access Management - Task / Activity Management - Integration APIs - Social Collaboration Features - Forecasting #### What Are Recent G2 Reviews of Nutshell? **"[Streamlined CRM with Effective Lead Management](https://www.g2.com/survey_responses/nutshell-review-12749250)"** **Rating:** 5.0/5.0 stars *— Verified User in Construction* [Read full review](https://www.g2.com/survey_responses/nutshell-review-12749250) --- **"[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) --- ### 11. [Planhat](https://www.g2.com/products/planhat/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 914 **Product Description:** Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us. ### What Do G2 Reviewers Say About Planhat? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Planhat, making team adoption and integration straightforward and efficient. - Users commend the **exceptional customer support** from the Planhat team, enhancing their overall experience and success. - Users value the **high level of customization** in Planhat, enhancing their ability to track and manage accounts effectively. - Users value the **automation efficiency** of Planhat, streamlining processes and enhancing tracking and communication efforts. - Users appreciate the **helpful features** of Planhat, which streamline workflows and enhance customer management efficiently. **Cons:** - Users find the **learning curve steep** , making it challenging to navigate the platform's complex features effectively. - Users find the **complexity** of Planhat daunting, requiring significant time and effort to master its extensive features. - Users note a **steep learning curve** for Planhat, but find it becomes intuitive with support and training. - Users face **integration issues** with Planhat, complicating data management and causing trust concerns among teams. - Users find **formula fields restrictive** , seek improved integration reliability and more automation to streamline their experience. #### What Are Recent G2 Reviews of Planhat? **"[Planhat is at the heart of our CS strategy](https://www.g2.com/survey_responses/planhat-review-11512744)"** **Rating:** 5.0/5.0 stars *— Mikael L.* [Read full review](https://www.g2.com/survey_responses/planhat-review-11512744) --- **"[Flexible, Intuitive Workflows and Powerful Integrations for Customer Success & Logistics](https://www.g2.com/survey_responses/planhat-review-12715022)"** **Rating:** 4.5/5.0 stars *— John A.* [Read full review](https://www.g2.com/survey_responses/planhat-review-12715022) --- #### What Are G2 Users Discussing About Planhat? - [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for) ### 12. [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) **Average Rating:** 3.8/5.0 **Total Reviews:** 1,459 **Product Description:** Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA). ### What Do G2 Reviewers Say About Dynamics 365 Sales? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Dynamics 365 Sales, finding it intuitive and highly customizable for their needs. - Users appreciate the **seamless integration** with Microsoft tools, enhancing efficiency and automating routine tasks effortlessly. - Users value the **efficient lead management** of Dynamics 365 Sales, enhancing productivity and ensuring no opportunities are missed. - Users find Dynamics 365 Sales **extremely helpful** for enhancing efficiency and tracking leads effectively, boosting sales performance. - Users value the **excellent customization options** in Dynamics 365 Sales, enhancing their workflow and integration with Microsoft 365. **Cons:** - Users find a **steep learning curve** with Dynamics 365 Sales, especially for those unfamiliar with CRM systems. - Users find the **complexity of setup and customization** in Dynamics 365 Sales challenging, especially for non-technical users. - Users find the interface **not intuitive** , making navigation and certain tasks feel unnecessarily complicated at times. - Users find Dynamics 365 Sales to be **expensive** due to complex licensing and high costs for advanced features. - Users find the **limited features** of Dynamics 365 Sales can hinder customization and performance, impacting overall usability. #### What Are Recent G2 Reviews of Dynamics 365 Sales? **"[Revolutionizing Sales with AI and Microsoft Integration](https://www.g2.com/survey_responses/dynamics-365-sales-review-12299951)"** **Rating:** 4.0/5.0 stars *— Krish A.* [Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-12299951) --- **"[Dynamics 365 Sales Makes Lead Management and Deal Tracking Effortless](https://www.g2.com/survey_responses/dynamics-365-sales-review-12750722)"** **Rating:** 4.5/5.0 stars *— Vishal S.* [Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-12750722) --- #### What Are G2 Users Discussing About Dynamics 365 Sales? - [I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?](https://www.g2.com/discussions/i-m-new-to-dynamics-365-sales-and-struggling-to-set-up-and-customize-the-sales-pipeline-can-someone-guide-me-through-this-process) - 1 comment - [What is Dynamics 365 Sales used for?](https://www.g2.com/discussions/what-is-dynamics-365-sales-used-for) - 1 comment - [Is Dynamics 365 any good?](https://www.g2.com/discussions/is-dynamics-365-any-good) ### 13. [Pipedrive](https://www.g2.com/products/pipedrive/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 2,985 **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 appreciate the **ease of use** in Pipedrive, finding it intuitive and welcoming for both beginners and advanced users. - Users praise Pipedrive's **intuitive interface** , allowing easy customization and seamless information capture without technical expertise. - Users find Pipedrive **very easy to use** , with a user-friendly interface and organized activity tab for efficient navigation. - Users appreciate the **helpful training resources** and responsive support from Pipedrive, enhancing their overall experience. - Users value the **seamless integrations** of Pipedrive, enhancing campaign attribution and ensuring smooth organization across tools. **Cons:** - Users find the **missing features** disappointing, as essential tools come at a high cost or are removed entirely. - Users find Pipedrive has **limited features** , making advanced analysis and functionality difficult without costly upgrades. - Users feel that the **learning curve is steep** , requiring additional training and time to fully master Pipedrive. - Users experience **integration issues** with Pipedrive, particularly with Google Calendar, complicating meeting details and accessibility. - Users feel that Pipedrive is **expensive** with high costs for essential features and add-ons, impacting affordability. #### What Are Recent G2 Reviews of Pipedrive? **"[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) --- **"[Easy-to-Use Visual Pipeline That Keeps Deals Organized and Saves Time](https://www.g2.com/survey_responses/pipedrive-review-12703383)"** **Rating:** 4.5/5.0 stars *— Emmanuel C. J.* [Read full review](https://www.g2.com/survey_responses/pipedrive-review-12703383) --- #### 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 ### 14. [Oracle Siebel](https://www.g2.com/products/oracle-siebel/reviews) **Average Rating:** 3.5/5.0 **Total Reviews:** 412 **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 **easy to use** , seamlessly integrating into daily routines and simplifying customer management. - Users appreciate the **easy setup** of Oracle Siebel, which streamlines their daily business activities effectively. - Users value the **extensive feature set** of Oracle Siebel, enhancing their customer management and business processes effectively. - Users praise the **seamless integration** of Oracle Siebel, enhancing daily workflows and efficiency in customer management. - Users value the **responsive customer support** of Oracle Siebel, enhancing their sales and management effectiveness. **Cons:** - Users struggle with a **steep learning curve** in Oracle Siebel, making it difficult for beginners to get started. - Users often face **connectivity issues** with Oracle Siebel, particularly when accessing data in the field. - Users find the **high complexity** of Oracle Siebel challenging initially, requiring time and effort to master the software. - Users report occasional **system bugs** that can render Oracle Siebel unusable, impacting their overall experience. - Users find Oracle Siebel to be **expensive** , making it less accessible for small enterprises with limited budgets. #### What Are Recent G2 Reviews of Oracle Siebel? **"[Effective with Robust Security but Slow Loading](https://www.g2.com/survey_responses/oracle-siebel-review-12769731)"** **Rating:** 5.0/5.0 stars *— Meskat c.* [Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12769731) --- **"[Intuitive Platform That Makes Customer Management a Breeze](https://www.g2.com/survey_responses/oracle-siebel-review-12019770)"** **Rating:** 5.0/5.0 stars *— Patrick B.* [Read full review](https://www.g2.com/survey_responses/oracle-siebel-review-12019770) --- #### 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 ### 15. [Creatio](https://www.g2.com/products/creatio/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 271 **Product Description:** Creatio is a global vendor of an agentic CRM and workflow platform with no-code and AI at its core, designed to help users streamline their business processes and enhance customer interactions through no-code solutions and artificial intelligence (AI). This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation. ### What Do G2 Reviewers Say About Creatio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Creatio, enabling quick setup and effortless customization for their business needs. - Users value the **efficiency** of Creatio, enabling quick setup and seamless customization for their unique business needs. - Users value the **customizability** of Creatio, enabling tailored processes to enhance business operations and efficiency. - Users value the **customization capabilities** of Creatio, tailoring features to fit their specific business needs effectively. - Users value the **extensive customization options** in Creatio, allowing tailored solutions to meet specific business needs. **Cons:** - Users find the **learning curve steep** , requiring training and support for effective use of Creatio. - Users find the **missing features** in Creatio, particularly in reporting and contact management, hinder efficiency and analytics. - Users find the **limited features** of Creatio restrict their ability to gain advanced insights and options. - Users are frustrated by the **limited customization options** , hindering their ability to implement desired UI designs and branding. - Users find **limited options** for customizing tools, especially for service-oriented businesses needing tailored solutions. #### What Are Recent G2 Reviews of Creatio? **"[Flexible Low-Code Platform for Rapid Workflow Automation](https://www.g2.com/survey_responses/creatio-review-11907701)"** **Rating:** 4.5/5.0 stars *— Kamesh M.* [Read full review](https://www.g2.com/survey_responses/creatio-review-11907701) --- **"[One of the Best Project Management Tools for Tracking Changes and Attachments](https://www.g2.com/survey_responses/creatio-review-12738056)"** **Rating:** 4.5/5.0 stars *— Nitesh S.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12738056) --- #### What Are G2 Users Discussing About Creatio? - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment ### 16. [Scoro](https://www.g2.com/products/scoro/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 479 **Product Description:** Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale. ### What Do G2 Reviewers Say About Scoro? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Scoro, as it integrates all necessary tools into one intuitive platform. - Users value the **clarity and integration** Scoro provides for project management and financial operations, streamlining daily workflows. - Users value the **detailed tracking features** of Scoro, enhancing team organization and resource management efficiently. - Users value the **intuitive time tracking** feature in Scoro, enhancing organization and efficiency in project management. - Users value the **clarity and integration** of Scoro's task management, streamlining project and financial oversight effectively. **Cons:** - Users find the **learning curve steep** with Scoro, needing time to adapt and master its features and structure. - Users find the **lack of feature for expanding and collapsing sections** in Scoro to be quite frustrating during quote creation. - Users find Scoro's interface **not intuitive** , requiring training and leading to a frustrating setup experience. - Users find the **steep learning curve** of Scoro challenging, requiring extensive training and setup to maximize productivity. - Users find Scoro's **initial complexity** challenging, requiring longer training for new users to adapt effectively. #### What Are Recent G2 Reviews of Scoro? **"[Scoro for the win!](https://www.g2.com/survey_responses/scoro-review-9631281)"** **Rating:** 4.5/5.0 stars *— Cheryl H.* [Read full review](https://www.g2.com/survey_responses/scoro-review-9631281) --- **"[All-in-One Solution That Enhances Agency Efficiency](https://www.g2.com/survey_responses/scoro-review-12668796)"** **Rating:** 4.5/5.0 stars *— Heather E.* [Read full review](https://www.g2.com/survey_responses/scoro-review-12668796) --- #### What Are G2 Users Discussing About Scoro? - [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for) - [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide) - [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project) ### 17. [Infor Customer Relationship Management (CRM)](https://www.g2.com/products/infor-customer-relationship-management-crm/reviews) **Average Rating:** 3.2/5.0 **Total Reviews:** 75 **Product Description:** Your customer relationships are the driving force of your business. By offering a complete view of every customer touch point across your sales, marketing, customer service, and support teams, Infor CRM enables you to maximize the impact of every interaction—across the entire customer lifecycle—whether in the office or out in the field. The best part about Infor CRM is that it’s built for your business. Industry-specific capabilities, deep integration, and unparalleled flexibility and control in how you deploy, use, and pay for your solution offers a best-of-breed CRM solution without compromise. ### What Do G2 Reviewers Say About Infor Customer Relationship Management (CRM)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **flexibility of accessing customer management** , ensuring high satisfaction levels for their clients. - Users enjoy the **ease of scheduling sales calls** with the integrated calendar feature of Infor CRM. - Users value the **easy navigation** of Infor CRM, allowing convenient access and improved customer satisfaction. - Users love the **user-friendly experience** of Infor CRM, enabling convenient access and customer satisfaction. **Cons:** - Users desire a **mobile app** for Infor CRM to enhance convenience while on the go. - Users often face **slow loading times** due to the large amount of data within Infor CRM, hindering efficiency. #### What Are Recent G2 Reviews of Infor Customer Relationship Management (CRM)? **"[Easy to Use, Reliable, and Great for Daily Clock-Ins, excellent product!](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12700737)"** **Rating:** 5.0/5.0 stars *— Reed B.* [Read full review](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12700737) --- **"[Streamlined Hiring with Intuitive Interface](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12505720)"** **Rating:** 4.5/5.0 stars *— Michaela C.* [Read full review](https://www.g2.com/survey_responses/infor-customer-relationship-management-crm-review-12505720) --- #### What Are G2 Users Discussing About Infor Customer Relationship Management (CRM)? - [What is CRM customer Relationship Management What are the key features of CRM system?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-is-crm-customer-relationship-management-what-are-the-key-features-of-crm-system) - [What are the 3 main elements of CRM software?](https://www.g2.com/discussions/infor-cloudsuite-customer-relationship-management-crm-what-are-the-3-main-elements-of-crm-software) - [What does Infor CRM do?](https://www.g2.com/discussions/what-does-infor-crm-do) ### 18. [NetSuite](https://www.g2.com/products/netsuite/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 4,609 **Product Description:** As the world's #1 AI Cloud ERP solution for more than 25 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on financials and ERP, we now provide an AI-powered integrated system that also includes inventory management, HR, professional services automation, and commerce, and is used by more than 43,000 customers in 220 countries. ### What Do G2 Reviewers Say About NetSuite? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** in NetSuite beneficial for creating reports and navigating its features effortlessly. - Users value the **customizability** of NetSuite, which effectively adapts to diverse business needs and processes. - Users value the **rich reporting capabilities** of NetSuite, enhancing data organization and integration across business operations. - Users value the **extensive customization options** in NetSuite, enhancing flexibility and control over their data management. - Users value the **extensive customization options** of NetSuite, enhancing usability and tailoring the system to their needs. **Cons:** - Users find the **learning curve** of NetSuite challenging, especially with complex settings and integrations that complicate usability. - Users find the **interface outdated and unclear** , along with significant integration and usability issues that hinder effectiveness. - Users struggle with **missing features** in NetSuite, finding integration, customization, and initial setup particularly challenging. - Users find **limited customization** in NetSuite frustrating, which hinders integration and overall usability of the system. - Users often find NetSuite **not user-friendly** , facing challenges with its steep learning curve and outdated interface. #### What Are Recent G2 Reviews of NetSuite? **Rating:** 4.5/5.0 stars *— Evan C.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12772509) --- **"[Easy Navigation, Strong Integrations, and Amazing NetSuite Support](https://www.g2.com/survey_responses/netsuite-review-12806676)"** **Rating:** 4.5/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12806676) --- #### What Are G2 Users Discussing About NetSuite? - [Is NetSuite an accounting software?](https://www.g2.com/discussions/is-netsuite-an-accounting-software) - 4 comments - [What is NetSuite built on?](https://www.g2.com/discussions/what-is-netsuite-built-on) - 1 comment - [Is NetSuite a good ERP system?](https://www.g2.com/discussions/is-netsuite-a-good-erp-system) - 3 comments, 1 upvote ### 19. [Floww.ai](https://www.g2.com/products/floww-ai/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 141 **Product Description:** Floww.ai is an GenAI powered software suite enabling High Velocity sales for B2C & B2B2C businesses. Floww.ai’s integrated sales platform offers Sales Execution CRM, NoCode Instant Analytics, Marketing & Workflow Automations integrated with modern communication stack. Floww.ai's advanced Generative AI tools, Sales Co-Pliot and Analytics Co-Pliot, are enabling efficient & high quality sales approaches enabled with instant analytics and indepth-insights. Majority of the CRMs are built primarily for B2B use cases and fail to accommodate effectively for B2C and B2B2C businesses. The high velocity and volume of modern B2C sales, necessitates an integrated sales platform enabling agile sales management for swiftly adapting to dynamic market environments. ### What Do G2 Reviewers Say About Floww.ai? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** in Floww.ai remarkable, allowing seamless flow creation without technical expertise. - Users find the **great UI and smart boards** of Floww.ai extremely helpful and time-saving for multiple use cases. - Users find Floww.ai **highly user-friendly** , enabling easy flow creation without technical skills thanks to its amazing UI. - Users find the **amazing user interface** of Floww.ai easy to navigate, enabling smooth flow creation for all team members. - Users appreciate the **easy creation** of flows in Floww.ai, enjoying a user-friendly interface that requires no technical skills. **Cons:** - Users report occasional **performance issues** with Floww.ai, such as slow workflows and system hangs during stage changes. - Users experience **technical issues** such as slow workflow execution and system hangs when changing stages. - Users report a **lack of guidance** , especially missing tutorials on platforms like YouTube for better understanding. - Users notice a **high learning curve** with Floww.ai due to slow loading times and insufficient tutorials for guidance. - Users experience **slow loading times** with large data, highlighting a need for more tutorials for troubleshooting. #### What Are Recent G2 Reviews of Floww.ai? **"[Versatile and Best UI](https://www.g2.com/survey_responses/floww-ai-review-10399393)"** **Rating:** 5.0/5.0 stars *— Suresh B.* [Read full review](https://www.g2.com/survey_responses/floww-ai-review-10399393) --- **"[Aanandhu's Insights](https://www.g2.com/survey_responses/floww-ai-review-8867880)"** **Rating:** 5.0/5.0 stars *— Anandhu K.* [Read full review](https://www.g2.com/survey_responses/floww-ai-review-8867880) --- ### 20. [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 389 **Product Description:** Vtiger’s mission is to build software that gives customer-facing teams at small- and medium-sized businesses the ability to create fruitful and enduring relationships with customers. Vtiger CRM provides you a 360-degree view of all your customer information in one place and helps you optimize your sales, support, and marketing touch-points with real-time actions and conversational Insights. Vtiger CRM helps teams create delightful experiences across the entire customer lifecycle - AI-powered CRM and robust automation tools help sales teams to focus on the right deals and deliver growth. With Vtiger, get a unified CRM to break silos and get marketing, sales, and support on the same page with a single source of truth. Deliver exceptional customer experience and support by engaging with your customers across multiple channels. Manage your work on the go with our mobile applications for both Android and iOS. ### What Do G2 Reviewers Say About Vtiger All-In-One CRM? *AI-generated summary from verified user reviews* **Pros:** - Users praise Vtiger for being **affordable** , making it accessible for small organizations without the need for extensive training. - Users value the **customizable call management** features of Vtiger, enhancing their tracking and organization capabilities. - Users find the **customizability** of Vtiger All-In-One CRM essential for tracking unique customer needs effectively. - Users value the **customization capabilities** of Vtiger All-In-One CRM for tailoring fields to specific needs. - Users love the **ease of use** of Vtiger All-In-One CRM, appreciating its simplicity and affordability for small organizations. **Cons:** - Users highlight the **missing features** in Vtiger, noting the need for upgrades compared to leading CRM solutions. - Users face significant **bugs and migration issues** with Vtiger, leading to frustrating experiences and incomplete functionality. - Users report severe **CRM issues** with Vtiger, facing poor customer service and problematic data migration over several months. - Users find Vtiger's system **not intuitive** , experiencing frustration with the complex setup and poor customer support. - Users find Vtiger's system **not user-friendly** , with frustrating setup processes and poor customer support complicating their experience. #### What Are Recent G2 Reviews of Vtiger All-In-One CRM? **"[All-in-One Vtiger Platform That Boosts Productivity and Team Coordination](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-12792429)"** **Rating:** 4.0/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-12792429) --- **"[Easy to use](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-6885870)"** **Rating:** 5.0/5.0 stars *— Mbuso H.* [Read full review](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-6885870) --- #### What Are G2 Users Discussing About Vtiger All-In-One CRM? - [What is Vtiger All-In-One CRM used for?](https://www.g2.com/discussions/what-is-vtiger-all-in-one-crm-used-for) - [What is CRM in management?](https://www.g2.com/discussions/vtiger-all-in-one-crm-what-is-crm-in-management) - [Is vtiger free?](https://www.g2.com/discussions/is-vtiger-free) ### 21. [Oracle EBS CRM](https://www.g2.com/products/oracle-ebs-crm/reviews) **Average Rating:** 3.9/5.0 **Total Reviews:** 236 **Product Description:** Oracle E-Business Suite (EBS) Customer Relationship Management (CRM) is a comprehensive suite of applications designed to manage and enhance customer interactions across various channels. It integrates sales, marketing, and service functionalities to provide a unified approach to customer relationship management. By leveraging Oracle EBS CRM, organizations can streamline business processes, improve customer satisfaction, and drive revenue growth. Key Features and Functionality: - Sales Management: Automates the sales process, from lead generation to order fulfillment, ensuring efficient tracking and management of sales activities. - Marketing Automation: Facilitates the planning, execution, and analysis of marketing campaigns, enabling targeted outreach and improved marketing ROI. - Service Management: Provides tools for managing customer service operations, including call centers and field service, to deliver timely and effective support. - Order Capture and Quoting: Streamlines the order management process by integrating quoting and order capture functionalities, reducing errors and accelerating order processing. - Customer Data Management: Maintains a centralized repository of customer information, ensuring data consistency and providing a 360-degree view of customer interactions. Primary Value and Solutions Provided: Oracle EBS CRM addresses the need for a cohesive and integrated approach to managing customer relationships. By unifying sales, marketing, and service processes, it enables organizations to: - Enhance Customer Satisfaction: Deliver personalized and timely interactions, leading to improved customer loyalty and retention. - Increase Operational Efficiency: Automate and streamline business processes, reducing manual efforts and operational costs. - Drive Revenue Growth: Optimize sales and marketing strategies through data-driven insights, leading to increased sales opportunities and higher conversion rates. - Ensure Data Consistency: Maintain accurate and up-to-date customer information across all departments, facilitating informed decision-making and strategic planning. By implementing Oracle EBS CRM, organizations can achieve a holistic view of their customer interactions, leading to more effective engagement strategies and a competitive edge in the marketplace. ### What Do G2 Reviewers Say About Oracle EBS CRM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **seamless integration** of Oracle EBS CRM, enhancing efficiency and visibility across departments and functions. - Users value the **seamless integration** of Oracle EBS CRM, enhancing organization and efficiency across business processes. - Users appreciate the **all-encompassing customer management** capabilities of Oracle EBS CRM, enhancing their relationships with customers. - Users appreciate the **comprehensive customer support** in Oracle EBS CRM, enhancing their relationships with clients. - Users value the **efficiency** of Oracle EBS CRM, enabling streamlined processes and reducing manual work across departments. **Cons:** - Users find the **learning curve steep** , as the outdated interface complicates tasks and hinders usability. - Users find the **high complexity** of Oracle EBS CRM challenging, affecting usability and slowing down overall performance. - Users find the **limited features** of Oracle EBS CRM can hamper usability and are not fully utilized in practice. - Users find Oracle EBS CRM to have a **not user-friendly interface** , making simple tasks frustrating and time-consuming. - Users struggle with **connectivity issues** , as remote work requires unreliable third-party solutions for Oracle EBS CRM. #### What Are Recent G2 Reviews of Oracle EBS CRM? **"[Centralized Customer Data and Strong Oracle Integration for Efficient CRM Management](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12639434)"** **Rating:** 4.5/5.0 stars *— Jalakh B.* [Read full review](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12639434) --- **"[Fast, Extensive Support But a little costly.](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12650358)"** **Rating:** 4.5/5.0 stars *— Jithin G.* [Read full review](https://www.g2.com/survey_responses/oracle-ebs-crm-review-12650358) --- #### What Are G2 Users Discussing About Oracle EBS CRM? - [What is Oracle EBS CRM used for?](https://www.g2.com/discussions/what-is-oracle-ebs-crm-used-for) - 1 comment - [Is NetSuite a CRM?](https://www.g2.com/discussions/is-netsuite-a-crm) - [What CRM does Oracle use?](https://www.g2.com/discussions/oracle-ebs-crm-what-crm-does-oracle-use) - 2 comments ### 22. [Copper](https://www.g2.com/products/copper/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,124 **Product Description:** Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources. ### What Do G2 Reviewers Say About Copper? *AI-generated summary from verified user reviews* **Pros:** - Users value the **user-friendly interface** of Copper, seamlessly integrating with Google Workspace for easy management. - Users appreciate the **seamless Gmail integration** , enabling efficient management of contacts and activities within their inbox. - Users value the **seamless integration** with Google Workspace, enhancing productivity and simplifying workflows significantly. - Users value the **seamless integrations** of Copper, enhancing productivity and streamlining tasks effortlessly. - Users find Copper’s **seamless integration** with Google Workspace enhances productivity and simplifies task management effortlessly. **Cons:** - Users find Copper **expensive** and complicated, making it challenging for their teams to fully utilize the software. - Users note the **limited features** of Copper, expressing frustration with locked advanced options and lack of customer support. - Users find **integration issues** with third-party tools in Copper, which limits functionality and automation capabilities. - Users are disappointed by the **missing advanced features** like workflow automation and better customer support from Copper. - Users express frustration over **limited customization** , finding it time-consuming and restrictive for their workflows and document management. #### What Are Recent G2 Reviews of Copper? **"[Copper CRM Streamlined Our Workflow with Fast Search, Smart Automations, and Great Visibility](https://www.g2.com/survey_responses/copper-review-12822250)"** **Rating:** 5.0/5.0 stars *— Matt M.* [Read full review](https://www.g2.com/survey_responses/copper-review-12822250) --- **"[Tight Google Workspace Integration That Makes Contact & Deal Management Easy](https://www.g2.com/survey_responses/copper-review-12322419)"** **Rating:** 4.5/5.0 stars *— Arulmurugan K.* [Read full review](https://www.g2.com/survey_responses/copper-review-12322419) --- #### What Are G2 Users Discussing About Copper? - [What is Copper used for?](https://www.g2.com/discussions/what-is-copper-used-for) - [What is copper app?](https://www.g2.com/discussions/what-is-copper-app) - 1 comment - [How is copper used in CRM?](https://www.g2.com/discussions/how-is-copper-used-in-crm) - 1 comment ### 23. [Act!](https://www.g2.com/products/act/reviews) **Average Rating:** 3.9/5.0 **Total Reviews:** 499 **Product Description:** Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Payments, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. ### What Do G2 Reviewers Say About Act!? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Act!, finding it simple and user-friendly for managing contacts. - Users value the **flexibility in customer management** features, enhancing their efficiency and satisfaction with Act! - Users praise the **improved customer support** of Act!, noting fast responses and helpful staff enhancing their experience. - Users value the **comprehensive contact management** capabilities of Act!, enhancing organization and productivity across teams. - Users value the **organizational efficiency** of Act!, enabling them to maximize contacts and streamline their schedules. **Cons:** - Users express frustration over **missing features** in Act!, particularly lacking modern integrations and the burdensome upgrade process. - Users wish for improved **integration options** in Act!, as current issues disrupt workflows and complicate usability. - Users find the **steep learning curve** of Act! challenging due to its outdated interface and complex settings. - Users find Act! to have a **dated and complex interface** , making it less user-friendly compared to other CRMs. - Users find Act!'s interface **not intuitive** , feeling outdated and complex, leading to a frustrating user experience. #### What Are Recent G2 Reviews of Act!? **"[Fast Setup, Affordable Plans, and Friendly Support with AI-Powered Security](https://www.g2.com/survey_responses/act-review-12718215)"** **Rating:** 4.0/5.0 stars *— Mohith V.* [Read full review](https://www.g2.com/survey_responses/act-review-12718215) --- **"[Deep Contact Records and Seamless CRM–Marketing Automation Integration](https://www.g2.com/survey_responses/act-review-12515356)"** **Rating:** 4.0/5.0 stars *— Mudit J.* [Read full review](https://www.g2.com/survey_responses/act-review-12515356) --- #### What Are G2 Users Discussing About Act!? - [What is Act! used for?](https://www.g2.com/discussions/what-is-act-used-for) ### 24. [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 652 **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 find Less Annoying CRM to be **extremely intuitive and easy to use** , streamlining their organizational tasks effortlessly. - Users praise the **exceptional customer support** provided by Less Annoying CRM, ensuring timely assistance and satisfaction. - Users value the **simplicity** of Less Annoying CRM, appreciating its clean interface and easy-to-use features. - Users appreciate the **user-friendly design** of Less Annoying CRM, making it simple and efficient to manage contacts. - Users love the **affordability** of Less Annoying CRM, gaining access to all features across every plan. **Cons:** - Users note the **missing advanced features** in Less Annoying CRM, limiting its functionality for complex workflows. - Users experience **integration issues** , finding limited native connections and requiring workarounds for efficient workflow management. - Users find the **limited features** of Less Annoying CRM insufficient for advanced workflows and complex needs. - Users find **feature issues** with reporting and automation, wishing for more advanced options and customizations. - Users find the **limited customization options** of 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) ### 25. [Close](https://www.g2.com/products/close/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 2,015 **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 streamlined** , enhancing business efficiency with its fast-paced ease of use. - Users appreciate the **helpful customer support** from Close, which significantly enhances their sales experience and efficiency. - Users appreciate the **simplicity and user-friendliness** of Close, finding it easy to manage customers and track prospects. - Users highlight the **efficient integration** and **comprehensive communication features** of Close, vastly improving sales operations. - Users love the **intuitive design** of Close, finding it user-friendly and efficient for quick access to information. **Cons:** - Users note **missing features** like better Inbox management and custom reporting, impacting efficiency and user experience. - Users experience **call issues** including charges during wait times and occasional unrecorded calls, impacting functionality. - Users find **limited features** in Close, lacking essential tools and advanced functionalities for a complete CRM experience. - Users experience a **steep learning curve** initially due to a spread-out UI, but adapt quickly with use. - Users find the **limited customization** options restrictive, hindering their ability to create tailored reports and dashboards. #### 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 ## 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/)