Best Lead Scoring Software for Small Business - Page 2

How Many Lead Scoring Software Products Does G2 Track?

Total Products under this Category: 150

Category Stats (Nov 2026)

  • Average Rating: 4.48/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Evergrowth (+1.33%) - Among all products in this category, Evergrowth recorded the largest rating increase compared to last month

Last updated: November 10, 2026

How Does G2 Rank Lead Scoring Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 83,100+ Authentic Reviews
  • 150+ Products
  • Unbiased Rankings

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

G2 Grid® for Lead Scoring Software

G2 Grid® for Lead Scoring Software plotting products by satisfaction and market presence

Highlighted products: Salesforce Sales Cloud, ActiveCampaign, Apollo.io, Vanillasoft, EngageBay, WhatConverts, GTM Studio - Powered by ZoomInfo, and Zoho CRM.

Underlying data: [Grid® JSON](https://www.g2.com/categories/lead-scoring/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=activecampaign&focus%5B%5D=apollo-io&focus%5B%5D=vanillasoft&focus%5B%5D=engagebay&focus%5B%5D=whatconverts&focus%5B%5D=gtm-studio-powered-by-zoominfo&focus%5B%5D=zoho-crm&segment=small-business)

Zoho SalesIQ

Zoho SalesIQ is a live chat and chatbot platform built for real-time customer engagement across every stage of the customer lifecycle. Marketing, sales, and support teams use it to monitor website visitors, trigger conversations at the right moment, and resolve queries without making customers wait. At its core, SalesIQ provides live visitor tracking, automated chat triggers, lead scoring, canned responses, chat routing, screen share, audio calls, and a mobile app for iOS and Android, everything needed to engage visitors and convert them before they leave. For teams that can't be online around the clock, the codeless bot builder and Answer Bot handle common queries automatically, qualify leads, and route conversations to the right person when a human is needed. The Summer '26 release extends all of this with Agentic Intelligence. Zia Agents now do what the best human agents do — they greet visitors, understand what's actually being asked, pull information from your CRM and connected systems, and resolve conversations end-to-end without a handoff. Where chatbots once followed fixed scripts, Zia Agents reason through context. AI-assisted routing replaces button-based navigation with intent detection, so customers no longer have to figure out which support flow they belong to before getting help. Dynamic FAQs go further still: instead of returning the same canned answer to every visitor, they pull account-specific details like membership tier or order status to generate a response that fits that customer's actual situation. SalesIQ also connects with WhatsApp, Instagram, Facebook Messenger, and Telegram, making it possible to maintain consistent customer engagement across channels and geographies from a single platform.

Average Rating: 4.4/5.0

Total Reviews: 237

How Do G2 Users Rate Zoho SalesIQ?

  • Analysis: 7.9/10 (Category avg: 8.4/10)
  • Conversion Viability: 7.5/10 (Category avg: 8.2/10)
  • Lead Opportunity: 7.7/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.1/10)

Who Is the Company Behind Zoho SalesIQ?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: CEO, Director
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 72% Small, 20% Medium

What Do G2 Reviewers Say About Zoho SalesIQ?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the responsive and user-friendly interface of Zoho SalesIQ, facilitating seamless real-time visitor engagement.
  • Users find Zoho SalesIQ to have a user-friendly interface, enhancing the ease of customer engagement and support.
  • Users love the real-time chat features of Zoho SalesIQ for engaging website visitors instantly and efficiently.
  • Users value the seamless integrations of Zoho SalesIQ, enhancing their ability to manage customer interactions effectively.
  • Users highly value the superb customer support provided by Zoho SalesIQ, enhancing their overall experience and efficiency.
Cons
  • Users find the learning curve steep, as the extensive customization options can be overwhelming for beginners.
  • Users warn about the complexity of integrations in Zoho SalesIQ, requiring coding skills and leading to hidden costs.
  • Users experience excessive and delayed notifications on the Android app, affecting their overall satisfaction with Zoho SalesIQ.
  • Users find Zoho SalesIQ's customization options somewhat limited, making initial setup and navigation a bit overwhelming.
  • Users experience notification issues with delays and duplicates, especially when using the Android app and website.

What Are Recent G2 Reviews of Zoho SalesIQ?

Workbooks

Workbooks is a cloud-based Customer Relationship Management (CRM) solution designed specifically for midmarket firms seeking to streamline their business processes and enhance customer engagement. This comprehensive platform integrates various aspects of business operations, allowing organizations to manage their sales, marketing, and customer service functions from a single interface. By combining advanced software capabilities with exceptional consultancy, implementation, and support services, Workbooks aims to deliver a seamless experience for its users. Targeted at midmarket companies, Workbooks addresses the unique challenges these organizations face, such as resource constraints and the need for scalable solutions. The platform is particularly beneficial for businesses looking to improve their customer relationships and operational efficiency without the complexities often associated with larger CRM systems. Workbooks is designed to cater to a diverse range of industries, making it a versatile choice for firms that require a tailored approach to CRM. One of the standout features of Workbooks is its co-funded implementation model, which significantly reduces the cost and risk associated with CRM projects. This approach not only makes the software more accessible but also ensures that businesses receive the necessary support during the setup process. By working closely with clients, Workbooks delivers a customized CRM solution that aligns with specific business needs, all while maintaining an off-the-shelf price point. This unique offering allows organizations to benefit from a tailored system without the financial burden typically associated with bespoke software development. In addition to its cost-effective implementation, Workbooks provides a range of key features that enhance its functionality. Users can expect robust tools for sales automation, marketing campaign management, customer service tracking, project and task management, and sales order processing. The platform also includes advanced reporting and analytics capabilities, enabling businesses to gain valuable insights into their operations and customer interactions. This data-driven approach empowers organizations to make informed decisions and optimize their strategies for better outcomes. The Workbooks platform is powered by AI agents which can be automated via workflows to boost productivity and help drive greater revenue growth. Overall, Workbooks stands out in the CRM landscape by offering a comprehensive solution that combines powerful software with dedicated support services. Its focus on midmarket firms, cost-effective implementation, and customizable features makes it an attractive option for businesses looking to enhance their customer relationship management efforts. By integrating various business functions into a single platform, Workbooks helps organizations improve efficiency, reduce operational risks, and ultimately drive growth.

Average Rating: 4.3/5.0

Total Reviews: 534

How Do G2 Users Rate Workbooks?

  • Analysis: 7.5/10 (Category avg: 8.4/10)
  • Conversion Viability: 7.9/10 (Category avg: 8.2/10)
  • Lead Opportunity: 7.5/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.1/10)

Who Is the Company Behind Workbooks?

  • Seller: Workbooks
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Reading, Berkshire
  • LinkedIn® Page: www.linkedin.com
    65 employees on LinkedIn®
  • Phone: +44 (0) 118 3030 100

Who Uses This Product?

  • Who Uses This: Managing Director, Director
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 61% Small, 33% Medium

What Do G2 Reviewers Say About Workbooks?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Workbooks, appreciating its intuitive interface and efficient organization of data.
  • Users appreciate the customizable reporting features of Workbooks, enhancing visibility and decision-making across teams.
  • Users value the friendly and reliable customer support of Workbooks, ensuring prompt and insightful assistance whenever needed.
  • Users value the customization options in Workbooks, allowing tailored dashboards and reports for efficient data management.
  • Users value the extensive features of Workbooks, enhancing data management and customization for various business needs.
Cons
  • Users face a learning curve with Workbooks, particularly when setting up advanced features without prior knowledge.
  • Users experience slow loading times and lack essential features like dual screens and native iOS app support.
  • Users find the limited features of Workbooks restrict their ability to manage larger operations effectively.
  • Users find the complex features of Workbooks can be clunky and require external assistance for adjustments.
  • Users find limited customization in Workbooks challenging, making simple changes difficult after initial setup.

What Are Recent G2 Reviews of Workbooks?

What Are G2 Users Discussing About Workbooks?

BreadcrumbsIO

Breadcrumbs is a Revenue Acceleration platform with lead scoring at the core that allows you to uncover hidden revenue opportunities at the right time by turning up the volume on intent signals you already have in your database. Breadcrumbs aggregates a multitude of contact data (like demographics and activity) and pinpoints the exact moment when contacts are ready to buy, upsell, or churn - allowing you to target the right people for the right offer at the right time.

Average Rating: 4.3/5.0

Total Reviews: 22

How Do G2 Users Rate BreadcrumbsIO?

  • Analysis: 9.6/10 (Category avg: 8.4/10)
  • Conversion Viability: 7.8/10 (Category avg: 8.2/10)
  • Lead Opportunity: 10.0/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.1/10)

Who Is the Company Behind BreadcrumbsIO?

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 65% Small, 35% Medium

What Are Recent G2 Reviews of BreadcrumbsIO?

What Are G2 Users Discussing About BreadcrumbsIO?

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Saleswings

SalesWings is an AI-powered revenue acceleration platform that helps marketing, sales, and emerging agentic teams make every engagement timely, relevant, and impactful. It provides a holistic, first-party view of buyer interests, intent, and sales-readiness across leads and accounts, and is purpose-built to complement B2C marketing clouds with the missing “B2B layer.” Built for Salesforce-centric stacks and adjacent engagement tools, SalesWings delivers best-in-class native integrations with Salesforce Sales Cloud, Marketing Cloud (all editions), Data Cloud and Agentforce, plus Braze, Segment, and others—so insights land where teams already work. It is a certified Salesforce ISV and Braze Alloys partner. Core capabilities include rich behavioral data collection, lead/account scoring (point-based, predictive, and fit/grading), interest tagging, real-time sales alerts (email/Slack/browser), an AI sales assistant for next-best actions, and CRM-native attribution and campaign impact reporting. SalesWings Interactions adds high-performing, behaviorally targeted on-site pop-ups to capture and qualify demand without heavy ops lift. Who benefits: Demand gen and marketing operations improve audience targeting, channel ROI, and attribution; SDR/BDR teams boost speed-to-lead and conversion with prioritized lists and alerts; Sales operations orchestrate cleaner hand-offs; AEs gain account-level interest maps to expand deal size and timing. Differentiation: Versus Salesforce Einstein Lead Scoring, SalesWings adds native first-party behavioral signals, actionable interest areas (not just a number), real-time alerts, and MAP activation inside Salesforce Marketing Cloud and Braze. Against 6sense and Demandbase, SalesWings stays lightweight—no third-party intent/data credits or DSP to run—while deepening first-party signal activation inside SFMC/Braze and Salesforce. Compared with Qualified, SalesWings augments existing journeys with scoring, tags, and Interactions rather than replacing them with an autonomous AI SDR. Outfunnel focuses on sync and rules-based scoring; SalesWings provides AI assistance, CRM-native attribution, and on-site engagement. Why it matters now: For teams running Salesforce/Braze who need B2B precision without stack sprawl, SalesWings offers faster time-to-value, lower change-management, and decision-grade reporting—power with simplicity, embedded where revenue work happens.

Average Rating: 4.8/5.0

Total Reviews: 34

How Do G2 Users Rate Saleswings?

  • Analysis: 8.5/10 (Category avg: 8.4/10)
  • Conversion Viability: 8.8/10 (Category avg: 8.2/10)
  • Lead Opportunity: 9.2/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.1/10)

Who Is the Company Behind Saleswings?

  • Seller: Saleswings
  • Year Founded: 2016
  • HQ Location: Lausanne, Switzerland
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 41% Medium, 32% Small

What Do G2 Reviewers Say About Saleswings?

AI-generated summary from verified user reviews

Pros
  • Users commend the responsive customer support of Saleswings, enhancing the overall onboarding and user experience.
  • Users appreciate the ease of setup and user-friendly interface, making onboarding and usage smooth and supported.
  • Users commend the easy setup of Saleswings, noting excellent support and a friendly learning curve during onboarding.
  • Users appreciate how SalesWings delivers real insights from engagement, enhancing lead prioritization and improving conversion rates.
  • Users admire the seamless CRM integration of Saleswings, enhancing top-of-funnel visibility and marketing efficiency.
Cons
  • Users find the clunky design of Saleswings challenging, especially with tag and score management becoming cluttered.
  • Users feel that the complex filtering in Saleswings could be more intuitive and efficient, enhancing usability.
  • Users find the filtering issues in Saleswings limit their ability to efficiently manage and locate accounts.
  • Users find layout issues in Saleswings, especially in cluttered tag and score managers without organization options.
  • Users feel the UI limitations of Saleswings, particularly with tag management, hinder their overall experience.

What Are Recent G2 Reviews of Saleswings?

What Are G2 Users Discussing About Saleswings?

Ortto

Autopilot is now Ortto. Ortto, a complete marketing automation and analytics platform, empowers marketers to execute impressive campaigns that drive business growth. By combining three powerful tools into one platform underpinned by AI, teams finally benefit from their marketing automation, customer data, and analytics working together. Sophisticated yet easy-to-use, customers trust Ortto to understand their impact, discover their next marketing opportunity, and continuously iterate to deliver great customer experiences at scale.

Average Rating: 4.4/5.0

Total Reviews: 610

How Do G2 Users Rate Ortto?

  • Analysis: 8.3/10 (Category avg: 8.4/10)
  • Conversion Viability: 7.9/10 (Category avg: 8.2/10)
  • Lead Opportunity: 8.6/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.1/10)

Who Is the Company Behind Ortto?

  • Seller: Ortto
  • Year Founded: 2015
  • HQ Location: Sydney, Australia
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Marketing Manager, Owner
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 71% Small, 27% Medium

What Do G2 Reviewers Say About Ortto?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Ortto, appreciating its intuitive interface and seamless integration capabilities.
  • Users commend Ortto for its exceptional customer support, highlighting quick responses and valuable performance insights.
  • Users appreciate the intuitive interface of Ortto, simplifying customer data management and campaign execution seamlessly.
  • Users appreciate the ease of managing customer data and campaigns with Ortto's intuitive interface and automation features.
  • Users value Ortto's seamless integrations, enhancing functionality and making it easy to connect with existing CRM systems.
Cons
  • Users feel that Ortto is expensive and not suitable for smaller businesses due to its high pricing concerns.
  • Users find Ortto's steep learning curve challenging, especially with advanced journeys and larger datasets, impacting usability.
  • Users find Ortto's limited features a drawback, with a need for better integrations and reporting improvements.
  • Users find the limited customization options challenging, making it difficult to tailor Ortto to their needs.
  • Users find Ortto's steep learning curve challenging, particularly when configuring advanced features and journeys.

What Are Recent G2 Reviews of Ortto?

What Are G2 Users Discussing About Ortto?

Alanna Iwuh
A
Researched and written by Alanna Iwuh
Updated