# Best Sales Analytics Software for Medium-Sized Businesses - Page 2

*By [Julie Jung](https://research.g2.com/insights/author/julie-jung)*


Products classified in the overall Sales Analytics category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Sales Analytics 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 Medium-Sized Business Sales Analytics category.

In addition to qualifying for inclusion in the Sales Analytics Software category, to qualify for inclusion in the Medium-Sized Business Sales Analytics Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.





## Top Sales Analytics 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 (24,670 reviews) | AI-native pipeline analytics inside Salesforce | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" |
| 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,271 reviews) | CRM-native pipeline analytics with marketing-handoff visibility | "[Excellent CRM for sales teams](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963)" |
| 3 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,504 reviews) | Conversation intelligence with AI-driven deal coaching | "[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)" |
| 4 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,046 reviews) | Visual pipeline analytics with deal-stage conversion tracking | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" |
| 5 | [Clari](https://www.g2.com/products/clari/reviews) | 4.6/5.0 (5,503 reviews) | Salesforce-native forecast inspection and pipeline analytics | "[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)" |
| 6 | [Substrata](https://www.g2.com/products/substrata-substrata/reviews) | 4.9/5.0 (1,094 reviews) | Conversation intelligence for buyer intent signals | "[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)" |
| 7 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,030 reviews) | Outbound sales activity tracking with unified communications | "[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)" |
| 8 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (891 reviews) | SAP-native lead-to-cash pipeline analytics | "[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)" |
| 9 | [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | 4.7/5.0 (3,410 reviews) | — | "[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)" |
| 10 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (845 reviews) | Visual deal-stage analytics replacing spreadsheet pipelines | "[Excellent CRM for Managing Business Leads Efficiently](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)" |


## G2 Grid® for Sales Analytics Software
![G2 Grid® for Sales Analytics Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-analytics/grids.png?focus%5B%5D=506&focus%5B%5D=6227&focus%5B%5D=24724&focus%5B%5D=1619&focus%5B%5D=509&focus%5B%5D=576&focus%5B%5D=1333617&focus%5B%5D=7788)
Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Gong, Pipedrive, SAP Sales Cloud, Zoho CRM, Substrata, and Clari.
Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-analytics/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=gong&focus%5B%5D=pipedrive&focus%5B%5D=sap-sap-sales-cloud&focus%5B%5D=zoho-crm&focus%5B%5D=substrata-substrata&focus%5B%5D=clari&segment=mid-market)


## How Many Sales Analytics Software Products Does G2 Track?
**Total Products under this Category:** 203

### Category Stats (Jul 2026)
- **Average Rating**: 4.48/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: Akoonu RevWorks (+3.48%) - Among all products in this category, Akoonu RevWorks recorded the largest rating increase compared to last month
*Last updated: July 21, 2026*


## How Does G2 Rank Sales Analytics Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 120,600+ Authentic Reviews
- 203+ 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.



---

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---

## What Are the Top-Rated Sales Analytics Software Products in 2026?
### 1. [InsideSales](https://www.g2.com/products/insidesales/reviews)
Accelerate your company’s revenue with Playbooks from InsideSales, the smartest sales engagement platform. With Playbooks, sales professionals increase productivity, optimize customer interactions, and connect to the right buyers. Playbooks goes beyond a traditional sales auto dialer or sequencer. It doesn’t just help your team do more, it helps them do more of the right things. Reps are provided with additional contacts and recommendations of who, when, and how to reach out—making their efforts more effective. Leadership is provided with valuable insight into their remote sales team to see what’s working and what isn’t.


**Average Rating:** 4.5/5.0
**Total Reviews:** 613
**How Do G2 Users Rate InsideSales?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.7/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.7/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10)

**Who Is the Company Behind InsideSales?**

- **Seller:** [InsideSales](https://www.g2.com/sellers/insidesales)
- **Year Founded:** 2012
- **HQ Location:** Austin, TX
- **Twitter:** @InsideSales_PB (19,854 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/insidesales-playbooks/ (25 employees on LinkedIn®)
- **Phone:** (866) 549-0301

**Who Uses This Product?**
- **Who Uses This:** Business Development Representative, Sales Development Representative
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 48% Enterprise, 36% Mid-Market



#### What Are Recent G2 Reviews of InsideSales?

**"[Playbooks is the Winners Tool](https://www.g2.com/survey_responses/insidesales-review-4250902)"**

**Rating:** 4.5/5.0 stars
*— Wendell B.*

[Read full review](https://www.g2.com/survey_responses/insidesales-review-4250902)

---

**"[this tool made my life so much easier](https://www.g2.com/survey_responses/insidesales-review-4125642)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Information Technology and Services*

[Read full review](https://www.g2.com/survey_responses/insidesales-review-4125642)

---


#### What Are G2 Users Discussing About InsideSales?

- [What is InsideSales used for?](https://www.g2.com/discussions/what-is-insidesales-used-for)

### 2. [Oracle Sales Analytics](https://www.g2.com/products/oracle-sales-analytics/reviews)
Dramatically Improve the Effectiveness of Your Sales People. Oracle Sales Analytics provides hundreds of key performance indicators and more than 130 reports in five customizable dashboards. These analytics solutions dramatically improve the effectiveness of your sales people by providing real-time, actionable insight into every sales opportunity at the point of customer contact. With more accurate sales forecasts and enhanced identification of potential problems and opportunities, Oracle Sales Analytics helps close business faster and increase overall sales revenue.


**Average Rating:** 4.0/5.0
**Total Reviews:** 117
**How Do G2 Users Rate Oracle Sales Analytics?**

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.2/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.6/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind Oracle Sales Analytics?**

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle (827,997 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®)
- **Ownership:** NYSE:ORCL

**Who Uses This Product?**
- **Top Industries:** Retail, Computer Software
- **Company Size:** 50% Enterprise, 29% Mid-Market


#### What Are Oracle Sales Analytics's Pros and Cons?

**Pros:**

- Ease of Use (2 reviews)
- Communication (1 reviews)
- Customer Support (1 reviews)
- Easy Access (1 reviews)
- Easy Integrations (1 reviews)

**Cons:**

- Integration Issues (2 reviews)
- Slow Loading (2 reviews)
- Delayed Responses (1 reviews)
- Error Handling (1 reviews)
- Learning Curve (1 reviews)


### What Do G2 Reviewers Say About Oracle Sales Analytics?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Oracle Sales Analytics, enhancing their management of various business functions.
- Users benefit from **effective communication** in Oracle Sales Analytics, enhancing collaboration and discussion across the organization.
- Users value the **strong customer support** and seamless integration capabilities of Oracle Sales Analytics with third-party tools.
- Users appreciate the **easy access** of Oracle Sales Analytics, enjoying its user-friendly interface and quick navigation.
- Users appreciate the **easy integrations** with third-party tools, enhancing management of marketing, purchases, and sales.

**Cons:**

- Users face **integration issues** with Oracle Sales Analytics, particularly with third-party plugins and initial setup challenges.
- Users face **slow loading** issues with Oracle Sales Analytics, requiring patience and a reliable internet connection for functionality.
- Users report **delayed responses** from support and occasional technical issues that hinder effective use of Oracle Sales Analytics.
- Users experience **slow customer response times** and occasional technical issues with Oracle Sales Analytics, affecting usability.
- Users find Oracle Sales Analytics has a steep **learning curve** that complicates its usability across different business environments.

#### What Are Recent G2 Reviews of Oracle Sales Analytics?

**"[Best for Timely and fact based insights](https://www.g2.com/survey_responses/oracle-sales-analytics-review-9015190)"**

**Rating:** 5.0/5.0 stars
*— Bhupathi R.*

[Read full review](https://www.g2.com/survey_responses/oracle-sales-analytics-review-9015190)

---

**"[Oracle sales Analytics: A Review of the Features and benifits](https://www.g2.com/survey_responses/oracle-sales-analytics-review-8913209)"**

**Rating:** 4.5/5.0 stars
*— Nabeel B.*

[Read full review](https://www.g2.com/survey_responses/oracle-sales-analytics-review-8913209)

---


#### What Are G2 Users Discussing About Oracle Sales Analytics?

- [What is Oracle Sales Analytics used for?](https://www.g2.com/discussions/what-is-oracle-sales-analytics-used-for)

### 3. [Terret.ai](https://www.g2.com/products/terret-ai/reviews)
Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret.


**Average Rating:** 4.4/5.0
**Total Reviews:** 611
**How Do G2 Users Rate Terret.ai?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.2/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10)

**Who Is the Company Behind Terret.ai?**

- **Seller:** [Terret ](https://www.g2.com/sellers/terret)
- **Company Website:** https://terret.ai/
- **Year Founded:** 2018
- **HQ Location:** Santa Clara, CA
- **Twitter:** @terret_ai
- **LinkedIn® Page:** https://www.linkedin.com/company/boostup-ai/ (50 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Executive, Enterprise Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 64% Mid-Market, 32% Enterprise


#### What Are Terret.ai's Pros and Cons?

**Pros:**

- Forecasting Ease (31 reviews)
- Analytics (22 reviews)
- Efficiency (19 reviews)
- Easy Access (17 reviews)
- Updates (17 reviews)

**Cons:**

- Salesforce Integration (31 reviews)
- Integration Issues (17 reviews)
- Forecasting Issues (16 reviews)
- Inadequate Reporting (12 reviews)
- Difficult Reporting (10 reviews)


### What Do G2 Reviewers Say About Terret.ai?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find **forecasting easy** with Terret.ai, enjoying seamless integration and clear visibility of their renewals and opportunities.
- Users appreciate the **powerful analytics** of Terret.ai, enhancing decision-making through quick and customizable dashboard insights.
- Users value the **efficiency** of Terret.ai, greatly improving productivity and simplifying pipeline management for their companies.
- Users appreciate the **easy access** to comprehensive business insights through a single, well-organized dashboard.
- Users value the **seamless integration with SFDC** , enhancing efficiency in updating records and forecasting.

**Cons:**

- Users experience **connection issues with Salesforce** , leading to lags and difficulties in data refresh rates.
- Users experience **integration issues** with Salesforce that complicate syncing and updating data, impacting overall user experience.
- Users find **forecasting issues** with Terret.ai due to limitations in hierarchy and Salesforce data cleanliness affecting functionality.
- Users find the **reporting capabilities inadequate** , highlighting a need for greater flexibility and precision in tracking forecasts.
- Users note that **difficult reporting** limits flexibility and complicates tracking of forecast accuracy across currencies and categories.

#### What Are Recent G2 Reviews of Terret.ai?

**"[Revolutionized Our Pipeline Management](https://www.g2.com/survey_responses/terret-ai-review-12596787)"**

**Rating:** 4.0/5.0 stars
*— Kody E.*

[Read full review](https://www.g2.com/survey_responses/terret-ai-review-12596787)

---

**"[Boostup is a great tool to have everything in one place! Love it](https://www.g2.com/survey_responses/terret-ai-review-8403565)"**

**Rating:** 5.0/5.0 stars
*— Ronny B.*

[Read full review](https://www.g2.com/survey_responses/terret-ai-review-8403565)

---


#### What Are G2 Users Discussing About Terret.ai?

- [What is BoostUp.ai used for?](https://www.g2.com/discussions/what-is-boostup-ai-used-for)

### 4. [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews)
Bigin by Zoho CRM is a software designed to help small businesses, startups, and customer-facing teams manage customer relationships and unify all customer-facing operations in one simplified platform. The software provides pipeline management, marketing, sales, onboarding, delivery, and support capabilities by leveraging an affordable, mobile-accessible CRM built for ease of use. It automates customer operation workflows and reduces complexity that often makes traditional CRMs inaccessible to smaller teams. Bigin by Zoho CRM addresses the challenge of fragmented customer management for small businesses by offering a streamlined, collaborative system that requires minimal technical expertise. The software supports use cases including end-to-end customer lifecycle management and team collaboration for more than 20,000 small businesses and SMBs worldwide.


**Average Rating:** 4.6/5.0
**Total Reviews:** 845
**How Do G2 Users Rate Bigin by Zoho CRM?**

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.2/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 7.7/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind Bigin by Zoho CRM?**

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho (137,880 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®)
- **Phone:** +1 (888) 900-9646 

**Who Uses This Product?**
- **Who Uses This:** CEO, Founder
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 90% Small-Business, 9% Mid-Market


#### What Are Bigin by Zoho CRM's Pros and Cons?

**Pros:**

- Ease of Use (256 reviews)
- Simple (125 reviews)
- Intuitive (107 reviews)
- Simplicity (103 reviews)
- Features (87 reviews)

**Cons:**

- Missing Features (81 reviews)
- Limited Features (75 reviews)
- Integration Issues (63 reviews)
- Limited Customization (63 reviews)
- Limited Integrations (43 reviews)


### What Do G2 Reviewers Say About Bigin by Zoho CRM?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of Bigin by Zoho CRM, making it simple to implement and manage.
- Users commend Bigin by Zoho CRM for its **simplicity and ease of use** , making it ideal for small businesses.
- Users praise the **intuitive design** of Bigin by Zoho CRM, highlighting its simplicity and ease of navigation.
- Users value the **simplicity** of Bigin by Zoho CRM, finding it easy to use and set up for small businesses.
- Users value the **ease of use and excellent reporting** in Bigin by Zoho CRM, enhancing their management efficiency.

**Cons:**

- Users experience **missing features** in Bigin, such as limited automations and reporting capabilities compared to desktop.
- Users note the **limited features** of Bigin by Zoho CRM, wishing for more integrations and advanced functionalities.
- Users face **integration issues** with Bigin, particularly with field mapping and limited functionality when scaling up.
- Users note that **customization is limited** in Bigin, lacking fields and advanced features found in full CRMs.
- Users face **limited integrations** in Bigin by Zoho CRM, hindering connectivity with other essential applications.

#### What Are Recent G2 Reviews of Bigin by Zoho CRM?

**"[Excellent CRM for Managing Business Leads Efficiently](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)"**

**Rating:** 5.0/5.0 stars
*— Vasudev P.*

[Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)

---

**"[Simple and easy to use for our Franchising and consulting business](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501)"**

**Rating:** 4.0/5.0 stars
*— Juan Luis V.*

[Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13093501)

---


#### What Are G2 Users Discussing About Bigin by Zoho CRM?

- [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/discussions/what-is-the-difference-between-bigin-and-zoho-crm)
- [Does Bigin integrate with Zoho CRM?](https://www.g2.com/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote
- [What is Zoho Bigin?](https://www.g2.com/discussions/what-is-zoho-bigin) - 2 comments
- [What is Bigin used for?](https://www.g2.com/discussions/what-is-bigin-used-for) - 1 comment

### 5. [Discern](https://www.g2.com/products/discern/reviews)
Successful businesses are founded on exceptional execution, which is driven by a deep understanding of key performance indicators (KPIs) and data insights. Achieving data clarity is challenging when sales, marketing, customer, billing, and financial data are siloed across disconnected systems and spreadsheets. Enter Discern. We automate the heavy lifting of business performance analytics, such as pipeline tracking, ARR, NRR analytics, and marketing attribution, turning what used to be days of manual reconciliation or years of BI builds into automated, real-time insights. No more wrestling with spreadsheets or questioning your numbers – just clear, consistent performance data you can trust. But we didn't stop there. Because in this new environment, understanding your own performance is only half the story. You also need industry context – and we're not talking about stale benchmarks released annually, but rather straight-from-the-source benchmarks that pick up on market changes just as they begin to manifest. Whether you're running team meetings, fine-tuning your strategy, prepping for a big board meeting, or pitching new investors, Discern helps you operate with confidence. Our combination of automated performance analytics and real-time, system-validated benchmarks gives you the complete story behind your performance, so you can focus on making the decisions that matter.


**Average Rating:** 4.8/5.0
**Total Reviews:** 21
**How Do G2 Users Rate Discern?**

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Data Segmentation:** 9.4/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 7.2/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Discern?**

- **Seller:** [Discern AI, Inc.](https://www.g2.com/sellers/discern-ai-inc)
- **Year Founded:** 2020
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/74602590 (20 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software
- **Company Size:** 86% Mid-Market, 14% Small-Business


#### What Are Discern's Pros and Cons?

**Pros:**

- Ease of Use (6 reviews)
- Customer Support (5 reviews)
- Implementation Ease (4 reviews)
- Insights (4 reviews)
- Analytics (3 reviews)

**Cons:**

- Data Inaccuracy (3 reviews)
- Complexity (2 reviews)
- Complex Usage (2 reviews)
- Lack of Detail (2 reviews)
- Learning Curve (2 reviews)


### What Do G2 Reviewers Say About Discern?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Discern's **ease of use** highly beneficial, facilitating effective data visualization and insights with excellent support.
- Users love the **responsive customer support** from Discern, ensuring quick changes and effective guidance throughout implementation.
- Users commend the **easy implementation process** of Discern, facilitating quick data access and enhancing operational efficiency.
- Users value the **centralized and intuitive reporting** of Discern, transforming hours of work into quick insights.
- Users value the **real-time analytics** offered by Discern, providing necessary visibility for effective decision-making.

**Cons:**

- Users find the **data inaccuracy** in Discern challenging, especially with nuanced metrics that confuse executive understanding.
- Users find the **complexity** of Discern challenging, particularly with nuanced metrics and installation difficulties for non-technical individuals.
- Users find the **complex usage** of Discern challenging, particularly those lacking technical knowledge or data analysis skills.
- Users find the **lack of detail** in metrics confusing, hindering understanding for executives and technical learners alike.
- Users find the **learning curve steep** with Discern, especially for those lacking technical skills and data understanding.

#### What Are Recent G2 Reviews of Discern?

**"[Trustworthy ARR Reporting with Flexible, Low-Maintenance Integrations](https://www.g2.com/survey_responses/discern-review-12730296)"**

**Rating:** 4.5/5.0 stars
*— Nick Z.*

[Read full review](https://www.g2.com/survey_responses/discern-review-12730296)

---

**"[Marketing Cohort Analytics—A Million Times Easier with Discern](https://www.g2.com/survey_responses/discern-review-11149095)"**

**Rating:** 5.0/5.0 stars
*— Rick S.*

[Read full review](https://www.g2.com/survey_responses/discern-review-11149095)

---



### 6. [Zoho Analytics](https://www.g2.com/products/zoho-analytics/reviews)
Zoho Analytics is a GenAI-powered self-service BI and analytics platform that helps businesses collect, prepare, analyze, and present insights from their data, all within minutes. Integrate with 500+ native data sources, like files, feeds, local and cloud databases, cloud storage, and popular business apps. Clean, transform, enrich, and catalog data with our agentic AI-powered, self-service data preparation and management capabilities. Create and manage complex ETL data pipelines using our visual pipeline builder, process stream data for real-time analytics, and set up a strong metrics layer for quality analysis and management. Zoho Analytics comes with 100+ domain-specific prebuilt reports and dashboards, pre-trained NLQ models, intelligently modeled and blended data across business applications, and lots more. Use our intuitive drag-and-drop visualization builder to build insightful and interactive reports and dashboards using a wide variety of visual components, like charts, widgets, pivot tables, tabular views and more. Generate customized reports and dashboards using simple, natural language with our AI-powered conversational agent, Zia. Ask Zia goes beyond basic reporting; it enables users to perform diagnostic analytics, forecast key metrics, and receive intelligent insights and recommendations. Users can assign tasks and trigger actions just by conversing with our agentic AI, Zia, streamlining their workflows and empowering data-driven decisions. Seamlessly embed Ask Zia into your custom or business applications to deliver contextual insights and actions. Enrich your analysis with automated insights by using our NLG-powered narration engine, Zia Insights. With diagnostic analytics for smarter decision-making, Zia Insights takes automated insights to the next level by bubbling up key drivers for particular business tasks. Enumerate complex business scenarios with what-if analyses, forecast KPIs, uncover trends and patterns with advanced analytical capabilities. Leverage cognitive analysis for keyword extraction and sentiment analysis, and more. Evaluate the best ML models with no-code assistance or develop custom models and functions using Python Code Studio. Zoho Analytics comes with pre-packed ML models (AutoML) that allow you to evaluate and pick the best model for your use case. Alternatively custom models and functions using Python Code Studio Embed our full-fledged analytics platform into other software applications. Craft and present immersive data stories through slideshows or purpose-built analytics portals. Collaborate securely through contextual comment threads and real-time messaging. Zoho Analytics has a robust set of APIs that enables elaborate customization and highly extensible low-code and no-code integration with any technology stack. It also offers a high degree of deployment flexibility (private, public, multi-cloud, and on-premises) and platform extensibility (professional services, partner support, and marketplace). Zoho Analytics is modern and scalable, and it can readily match growing data volumes and usage. Its time-tested and accredited enterprise-grade security features and governance framework ensure continuous data management and stewardship. On top of everything else, the TCO for Zoho Analytics—including licensing, implementation, customization, training, and support—is the lowest in our market.


**Average Rating:** 4.2/5.0
**Total Reviews:** 281
**How Do G2 Users Rate Zoho Analytics?**

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.4/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 7.7/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.6/10 (Category avg: 8.7/10)

**Who Is the Company Behind Zoho Analytics?**

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho (137,880 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®)
- **Phone:** +1 (888) 900-9646 

**Who Uses This Product?**
- **Who Uses This:** Director, Business Analyst
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 50% Small-Business, 43% Mid-Market


#### What Are Zoho Analytics's Pros and Cons?

**Pros:**

- Ease of Use (39 reviews)
- Analytics (34 reviews)
- Integrations (28 reviews)
- Dashboard Usability (22 reviews)
- Data Visualization (22 reviews)

**Cons:**

- Learning Curve (22 reviews)
- Limited Customization (14 reviews)
- Data Integration (10 reviews)
- Integration Issues (10 reviews)
- Missing Features (10 reviews)


### What Do G2 Reviewers Say About Zoho Analytics?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Zoho Analytics, benefiting from intuitive interfaces and customizable dashboards.
- Users appreciate the **intuitive interface** of Zoho Analytics, allowing for easy data visualization and customizable reports.
- Users commend the **seamless integrations** of Zoho Analytics, allowing easy data consolidation across various Zoho platforms.
- Users appreciate the **intuitive and customizable dashboards** of Zoho Analytics, enhancing their data visualization experience.
- Users value the **data visualization tools** in Zoho Analytics, enabling effective decision-making with visually appealing reports.

**Cons:**

- Users face a **steep learning curve** with Zoho Analytics, which can be overwhelming for beginners and hinders productivity.
- Users find **limited customization options** in Zoho Analytics, hindering their ability to tailor the tool effectively.
- Users report a **clunky data integration process** that complicates connecting multiple sources and reviewing long-term trends.
- Users find **integration issues** with Zoho Analytics, making data connections difficult and requiring frequent manual checks.
- Users feel that Zoho Analytics has **missing features** compared to competitors, limiting flexibility and customization options.

#### What Are Recent G2 Reviews of Zoho Analytics?

**"[A Powerful, Data-Driven Dashboard Tool with Easy Multi-App Integration](https://www.g2.com/survey_responses/zoho-analytics-review-12870240)"**

**Rating:** 5.0/5.0 stars
*— Arpit S.*

[Read full review](https://www.g2.com/survey_responses/zoho-analytics-review-12870240)

---

**"[Excellent Reporting with Zoho Analytics and Zoho Books Sync](https://www.g2.com/survey_responses/zoho-analytics-review-12722454)"**

**Rating:** 5.0/5.0 stars
*— Abhinandan J.*

[Read full review](https://www.g2.com/survey_responses/zoho-analytics-review-12722454)

---


#### What Are G2 Users Discussing About Zoho Analytics?

- [What is Zoho Analytics used for?](https://www.g2.com/discussions/what-is-zoho-analytics-used-for) - 2 comments
- [What is the use of Zoho?](https://www.g2.com/discussions/what-is-the-use-of-zoho) - 1 comment
- [Is Zoho Analytics free?](https://www.g2.com/discussions/is-zoho-analytics-free) - 1 comment
- [How does Zoho Analytics work?](https://www.g2.com/discussions/how-does-zoho-analytics-work)
- [What are the features of Zoho?](https://www.g2.com/discussions/zoho-analytics-what-are-the-features-of-zoho) - 1 comment

### 7. [Scratchpad](https://www.g2.com/products/scratchpad/reviews)
Scratchpad: The AI workspace for sales Remove admin work. Execute flawlessly. Win more deals. Scratchpad is the AI workspace built for sales. It removes admin work for sellers and drives strategy and execution on every deal — automated before and after every call. Sellers use Scratchpad to: - Update Salesforce fields from calls, emails, and notes - Take structured notes tied to opportunities and accounts - Draft follow-ups, business cases, and handoff docs - Review deals, surface risks, and prep for next steps - Qualify pipeline consistently with MEDDIC, SPICED, or custom criteria - The Scratchpad Notetaker — the best desktop note taker for sales — captures live calls and syncs insights straight to Salesforce. With robust integrations across Zoom, Gong, Meet, and more, Scratchpad fits into your workflows. Trusted by high-performance teams at Brex, Clio, Cognism, Crunchbase, Cursor, Dialpad, MaintainX, Settle, Vercel, and Verkada — Scratchpad helps reclaim selling capacity for sellers and gives leaders the visibility they need to run their business. Clearskies: The context layer for revenue AI Clearskies is Scratchpad's context layer for revenue teams using AI. It connects your CRM, call transcripts, email, calendar, and Slack into a single Customer Context Graph — so when your team asks Claude, ChatGPT, or any AI about a deal, an account, or the pipeline, the answer is built from every source, not just one. Sales leaders use Clearskies to: - Get pre-call briefs that pull from every system — not just the CRM - Detect pipeline risk across all channels, not just stalled CRM stages - Run win-loss analysis from actual calls and emails, not disposition codes - Surface coaching moments from every rep call with timestamps - Keep the CRM updated automatically after every interaction - Qualify deals against MEDDPICC or custom criteria using real signals Clearskies works with Salesforce, HubSpot, Gong, Slack, Google Workspace, and Microsoft 365. It connects to Claude via MCP and works with ChatGPT and any LLM. Usage-based pricing with no per-seat fees. Two products. One team. One belief: Revenue teams are sitting on enormous amounts of signal across their tools. Scratchpad removes the admin work so sellers can sell. Clearskies makes that signal available to AI so every answer, every brief, and every pipeline review reflects what's actually happening — not what someone remembered to log. Learn more at scratchpad.com and clearskies.cc.


**Average Rating:** 4.8/5.0
**Total Reviews:** 1,472
**How Do G2 Users Rate Scratchpad?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Data Segmentation:** 9.2/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.5/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind Scratchpad?**

- **Seller:** [Scratchpad](https://www.g2.com/sellers/scratchpad)
- **Company Website:** https://scratchpad.com
- **Year Founded:** 2020
- **HQ Location:** Covina, US
- **Twitter:** @Scratchpad (453 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/scratchpad-ae/about/ (49 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Executive, Enterprise Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 58% Mid-Market, 21% Small-Business


#### What Are Scratchpad's Pros and Cons?

**Pros:**

- CRM Integration (4 reviews)
- Customizability (4 reviews)
- Customization (4 reviews)
- Helpful (4 reviews)
- Business Management (3 reviews)

**Cons:**

- Missing Features (2 reviews)
- Subscription Cost (2 reviews)
- Add-On Issues (1 reviews)
- App Issues (1 reviews)
- Complexity (1 reviews)


### What Do G2 Reviewers Say About Scratchpad?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **seamless CRM integration** of Scratchpad, enhancing organization and streamlining opportunity management effectively.
- Users love the **customizability** of Scratchpad, enhancing their efficiency with tailored setups and easy modifications.
- Users love the **customization options** in Scratchpad, enhancing efficiency and streamlining their workflow effortlessly.
- Users love the **clean and intuitive interface** of Scratchpad, enhancing their experience in Salesforce with efficiency and ease.
- Users value Scratchpad for its **organizational efficiency** , streamlining workflow and enhancing productivity across numerous accounts.

**Cons:**

- Users find **missing features** in Scratchpad, particularly for complex workflows and mobile experience, affecting usability.
- Users note the **high subscription cost** after outgrowing the free plan, but find the investment valuable overall.
- Users experience **add-on conflicts** with Scratchpad, leading to challenges when setting the home page for new tabs.
- Users report **app issues** related to plugin conflicts that disrupt the functionality of Scratchpad.
- Users find the **complexity** of Scratchpad challenging due to the need for extensive knowledge and budget constraints.

#### What Are Recent G2 Reviews of Scratchpad?

**"[Scratchpad: The Most Efficient, Easy-to-Access Tool for Tracking Deals](https://www.g2.com/survey_responses/scratchpad-review-12311976)"**

**Rating:** 5.0/5.0 stars
*— Alec Z.*

[Read full review](https://www.g2.com/survey_responses/scratchpad-review-12311976)

---

**"[Efficient Collaboration with Room for More Integrations](https://www.g2.com/survey_responses/scratchpad-review-12508516)"**

**Rating:** 4.0/5.0 stars
*— george c.*

[Read full review](https://www.g2.com/survey_responses/scratchpad-review-12508516)

---


#### What Are G2 Users Discussing About Scratchpad?

- [How can I best use Scratchpad's note-taking feature to sync with my sales pipeline?](https://www.g2.com/discussions/how-can-i-best-use-scratchpad-s-note-taking-feature-to-sync-with-my-sales-pipeline)
- [What is Scratchpad used for?](https://www.g2.com/discussions/what-is-scratchpad-used-for)
- [What does Scratchpad do?](https://www.g2.com/discussions/what-does-scratchpad-do) - 2 comments
- [What is called scratch pad of computer?](https://www.g2.com/discussions/what-is-called-scratch-pad-of-computer)
- [How do you get Scratchpad on Google Chrome?](https://www.g2.com/discussions/how-do-you-get-scratchpad-on-google-chrome) - 3 comments

### 8. [Alta | AI GTM System of Actions](https://www.g2.com/products/alta-ai-gtm-system-of-actions/reviews)
Alta is an AI GTM System of Actions that enables B2B sales and marketing teams to automate top-of-funnel execution across prospecting, outreach, lead qualification, calling, and pipeline analytics through a unified system of AI agents. Designed for revenue teams at growth-stage and enterprise B2B companies, Alta replaces the fragmented stack of point solutions typically used across SDR workflows, inbound qualification, and ad targeting. The platform centers on three AI agents — Katie, Alex, and Luna — that share a unified data layer, allowing signal from each channel to inform and improve the others automatically. Katie – AI SDR Agent handles outbound research and execution. It pulls from CRM data and 50+ external sources to identify high-intent accounts, builds prospect lists based on buying signals, and runs multi-channel outreach sequences across email, LinkedIn, and phone. Katie also syncs audience data with ad platforms including Google Ads and Meta to align outbound prospecting with paid campaigns. Alex – AI Calling and Inbound Agent manages inbound lead qualification and outbound calling. Alex conducts AI-driven voice conversations, scores lead intent, routes qualified buyers to the appropriate sales representative, books meetings directly to calendar, and surfaces cross-sell and upsell opportunities within existing accounts. Conversation data feeds back into targeting and ad audiences. Luna – AI Growth and Intelligence Agent serves as the analytics and operations layer. Luna monitors pipeline health in real time, identifies bottlenecks and anomalies, alerts revenue teams to key changes, and integrates with CRM systems, ad platforms, and data sources to consolidate reporting without manual input. Key capabilities and product characteristics: - Unified AI agent system covering prospecting, outreach, calling, inbound qualification, and pipeline intelligence in one platform - Multi-channel outreach orchestration across email, LinkedIn, and phone with automated personalization - Inbound-to-outbound data loop: signals from calls and inbound activity automatically sharpen outbound targeting and ad audiences - Native integrations with HubSpot, Salesforce, Google Ads, Meta, Slack, and 50+ additional platforms - SOC 2 Type II and ISO certified Alta is used by B2B revenue teams across industries including technology, financial services, and SaaS. Customers include Snowflake, Deel, and Riverside.fm.


**Average Rating:** 4.7/5.0
**Total Reviews:** 71
**How Do G2 Users Rate Alta | AI GTM System of Actions?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Data Segmentation:** 10.0/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 9.8/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.8/10 (Category avg: 8.7/10)

**Who Is the Company Behind Alta | AI GTM System of Actions?**

- **Seller:** [Alta | Al Powered Revenue Platform](https://www.g2.com/sellers/alta-al-powered-revenue-platform)
- **Company Website:** https://www.altahq.com/
- **Year Founded:** 2023
- **HQ Location:**  NYC
- **LinkedIn® Page:** https://www.linkedin.com/company/altahqdotcom/ (59 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Wholesale, Information Technology and Services
- **Company Size:** 57% Mid-Market, 34% Small-Business


#### What Are Alta | AI GTM System of Actions's Pros and Cons?

**Pros:**

- Automation (20 reviews)
- Integrations (16 reviews)
- Time-saving (16 reviews)
- Helpful (15 reviews)
- Personalization (15 reviews)

**Cons:**

- Learning Curve (6 reviews)
- Steep Learning Curve (5 reviews)
- Difficult Setup (3 reviews)
- Overwhelming (2 reviews)
- Sales Issues (2 reviews)


### What Do G2 Reviewers Say About Alta | AI GTM System of Actions?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **automation of sales outreach** in Alta, enhancing lead prioritization and driving successful revenue growth.
- Users commend the **seamless CRM integration** of Alta, enabling effortless tracking and enhancing personalized prospecting.
- Users love the **time-saving automation** of Alta, allowing focus on revenue-generating activities rather than manual tasks.
- Users appreciate the **personalized prospecting cycle** that Alta provides, enhancing engagement through effective multi-channel outreach.
- Users appreciate the **high level of personalization** in Alta, enhancing prospecting and engagement seamlessly.

**Cons:**

- Users find the **learning curve steep** , as the setup and AI prompt optimization can be overwhelming for newcomers.
- Users note a **steep learning curve** with Alta, requiring significant time and support during initial setup and configuration.
- Users find the **difficult setup** of Alta challenging, requiring more support and coordination than anticipated for new users.
- Users find the initial setup to be **overwhelming** , especially those who are not very tech-savvy.
- Users feel that Alta | AI GTM System of Actions has **sales issues** due to its limitations in selling offerings effectively.

#### What Are Recent G2 Reviews of Alta | AI GTM System of Actions?

**"[Signal-Based Campaigns That Make Personalization Easy and Save Time](https://www.g2.com/survey_responses/alta-ai-gtm-system-of-actions-review-13133203)"**

**Rating:** 5.0/5.0 stars
*— Hannah F.*

[Read full review](https://www.g2.com/survey_responses/alta-ai-gtm-system-of-actions-review-13133203)

---

**"[Alta Speeds Lead Qualification with Instant Outreach and Smooth Handoffs](https://www.g2.com/survey_responses/alta-ai-gtm-system-of-actions-review-13124491)"**

**Rating:** 5.0/5.0 stars
*— Bryan F.*

[Read full review](https://www.g2.com/survey_responses/alta-ai-gtm-system-of-actions-review-13124491)

---



### 9. [Nutshell](https://www.g2.com/products/nutshell/reviews)
Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.


**Average Rating:** 4.3/5.0
**Total Reviews:** 1,420
**How Do G2 Users Rate Nutshell?**

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.2/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 7.8/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10)

**Who Is the Company Behind Nutshell?**

- **Seller:** [Nutshell](https://www.g2.com/sellers/nutshell)
- **Company Website:** https://www.nutshell.com
- **Year Founded:** 2009
- **HQ Location:** Ann Arbor, Michigan
- **Twitter:** @nutshell (2,794 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/webfxinc/ (1,238 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CEO, Owner
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 73% Small-Business, 18% Mid-Market


#### What Are Nutshell's Pros and Cons?

**Pros:**

- Ease of Use (379 reviews)
- Helpful (207 reviews)
- Customer Support (178 reviews)
- Features (177 reviews)
- Intuitive (163 reviews)

**Cons:**

- Missing Features (172 reviews)
- Limited Features (117 reviews)
- Limited Customization (83 reviews)
- Learning Curve (79 reviews)
- Email Management (73 reviews)


### What Do G2 Reviewers Say About Nutshell?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Nutshell to be **super easy to use** , significantly enhancing their organization and lead management.
- Users value the **ease of organization** that Nutshell provides, enhancing efficiency throughout the admissions process.
- Users value the **excellent customer support** from Nutshell, appreciating responsive assistance and comprehensive educational resources.
- Users love the **user-friendly email marketing tools** in Nutshell, appreciating their effectiveness and seamless integration with other tools.
- Users find Nutshell **intuitive and easy to use** , enhancing collaboration and providing a great user experience.

**Cons:**

- Users find Nutshell lacks essential **configuration and reporting features** , leading to inefficiencies and lost information during data entry.
- Users note the **limited features** in Nutshell, particularly desiring more customization and advanced automation options.
- Users notice **limited customization** options in Nutshell, impacting usability and personalization for mobile and email features.
- Users find the **learning curve challenging** due to frequent changes and a complicated layout affecting workflow.
- Users find the lack of **customization options and junk email filtering** in Nutshell's email management frustrating.

#### What Are Recent G2 Reviews of Nutshell?

**"[Reliable, User-Friendly CRM with Strong Automation and Support](https://www.g2.com/survey_responses/nutshell-review-12833911)"**

**Rating:** 4.5/5.0 stars
*— Konjengbam  M.*

[Read full review](https://www.g2.com/survey_responses/nutshell-review-12833911)

---

**"[Managing projects and client relationships feels much more organized](https://www.g2.com/survey_responses/nutshell-review-13074453)"**

**Rating:** 5.0/5.0 stars
*— Omar S.*

[Read full review](https://www.g2.com/survey_responses/nutshell-review-13074453)

---



### 10. [OneUp Sales](https://www.g2.com/products/oneup-sales/reviews)
OneUp Sales is the leading sales performance platform for recruitment agencies. Every agency already has the data - OneUp puts it to work. By unifying CRM, VoIP, and timesheet data into a single real-time source of truth, OneUp powers live analytics, data-synced competitions, and individual coaching insights. The result: recruiters own their numbers, leaders build cultures of accountability, and agencies see 25% more revenue on average. More than 400 agencies worldwide use OneUp to make high performance the standard, not the exception.


**Average Rating:** 4.9/5.0
**Total Reviews:** 171
**How Do G2 Users Rate OneUp Sales?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Data Segmentation:** 7.9/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 7.5/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.5/10 (Category avg: 8.7/10)

**Who Is the Company Behind OneUp Sales?**

- **Seller:** [Stormburst Studios](https://www.g2.com/sellers/stormburst-studios)
- **Year Founded:** 2015
- **HQ Location:** Birmingham
- **Twitter:** @OneUp_Sales (1,287 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/oneup-sales/ (31 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Director, Recruitment Consultant
- **Top Industries:** Staffing and Recruiting
- **Company Size:** 73% Small-Business, 22% Mid-Market


#### What Are OneUp Sales's Pros and Cons?

**Pros:**

- Ease of Use (34 reviews)
- Helpful (18 reviews)
- Simple (18 reviews)
- Daily Use (15 reviews)
- Tracking Ease (15 reviews)

**Cons:**

- Performance Efficiency (7 reviews)
- Delays (6 reviews)
- Slow Loading (5 reviews)
- Slow Updates (5 reviews)
- Learning Curve (4 reviews)


### What Do G2 Reviewers Say About OneUp Sales?
*AI-generated summary from verified user reviews*

**Pros:**

- Users love the **ease of use** of OneUp Sales, praising its user-friendly setup and seamless integration.
- Users praise the **ease of use** of OneUp Sales, maximizing team performance with minimal training and insightful metrics.
- Users appreciate the **simple and effective tracking** of progress and productivity with OneUp Sales.
- Users find OneUp Sales to be **exceptionally easy to use daily** , ensuring efficiency with minimal training required.
- Users appreciate the **tracking ease** of OneUp Sales, enjoying its clear visuals and straightforward functionality.

**Cons:**

- Users experience **delays in performance metrics** , which can hinder timely data access and decision-making.
- Users experience frustrating **delays** in metrics uploading, impacting timely access to important sales information.
- Users experience occasional **slow loading** times, impacting the speed of data updates and overall efficiency.
- Users experience **slow updates** , with statistics taking up to 10 minutes to refresh on the CRM system.
- Users note a **steep learning curve** for OneUp Sales, but appreciate the support provided during training sessions.

#### What Are Recent G2 Reviews of OneUp Sales?

**"[OneUp Sales Keeps Me Motivated, Accountable and On Target](https://www.g2.com/survey_responses/oneup-sales-review-12828747)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Staffing and Recruiting*

[Read full review](https://www.g2.com/survey_responses/oneup-sales-review-12828747)

---

**"[OneUp Keeps Our Team Focused and Improves Sales Training](https://www.g2.com/survey_responses/oneup-sales-review-12917832)"**

**Rating:** 4.0/5.0 stars
*— Tristan W.*

[Read full review](https://www.g2.com/survey_responses/oneup-sales-review-12917832)

---


#### What Are G2 Users Discussing About OneUp Sales?

- [What is OneUp Sales used for?](https://www.g2.com/discussions/what-is-oneup-sales-used-for) - 1 comment

### 11. [CONQUER](https://www.g2.com/products/conquer/reviews)
Conquer.io is a leading sales engagement platform designed to empower revenue teams to achieve their goals with greater efficiency and effectiveness. Our mission is to transform the way teams engage with prospects and customers, unlocking new opportunities for growth and success. By unifying communication channels, automating repetitive tasks, and providing actionable insights, Conquer.io helps organizations close deals faster and foster meaningful customer relationships. Our platform offers a comprehensive suite of tools, including auto-dialing, SMS capabilities, AI-powered cadencing, conversational intelligence, call sentiment analysis, and more, all seamlessly integrated into your CRM. With a proven track record of enhancing sales productivity, reducing time-to-close, and increasing pipeline coverage, Conquer.io is trusted by some of the most innovative and successful teams across a variety of industries. By partnering with Conquer.io, organizations gain access to a scalable, customizable solution that adapts to their unique needs, ensuring sustained competitive advantage in an ever-evolving marketplace. SOLUTIONS: Conquer.io has multiple offerings depending upon customer need. These include our Conquer Voice or Conquer Cadence modules, as well as our full Conquer Platform for organizations looking to accelerate their sales to the next level. 1. Conquer Voice: Boost productivity, engage more leads, and close deals faster with Conquer’s advanced voice dialer. Native to Salesforce, Conquer Voice revolutionizes your sales process without having to leave Salesforce, empowering reps to reach their full potential across voice, SMS, and social channels. Additionally, Conquer Voice has been ranked as the leader in dialer quality compared to other popular dialers on the market. 2. Conquer Cadence: Reach buyers on their terms with the only sales engagement platform native to Salesforce. Conquer’s optimized sales cadence empowers your team to build meaningful connections, shorten sales cycles, and close more deals—all with seamless automation that enhances every engagement. 3. Conquer Platform: Includes access to both Conquer Voice and Conquer Cadence, as well as a suite of next-level sales acceleration capabilities: • Omnichannel communication: Boost rep productivity with enterprise-grade multichannel sales management that connects voice, SMS, and social channels—all within your CRM. • AI-driven Insights: Turn data into revenue with AI sales coaching that refines your sales strategy, predicts outcomes, and drives decisions that boost your bottom line. Conquer’s AI insights give your team real-time guidance, identifying high-impact actions. Say goodbye to guesswork and watch your revenue grow like never before. • Dynamic Battlecards: CRM-integrated insights provide real-time objection-handling tips and strategy recommendations based on competitive intel—helping reps confidently navigate negotiations and close deals faster. • Sales Optimization Analytics: Gain a competitive edge with Conquer’s sales optimization analytics. Our platform not only streamlines processes but also provides powerful analytics that unveil trends and performance metrics. By harnessing this data, your team can make informed decisions, optimize strategies, and drive consistent growth. Don’t just manage your pipeline—master it. • Customization and Scalability: Our platform is highly customizable to fit the specific needs of each customer, whether a small team or a global organization.


**Average Rating:** 4.3/5.0
**Total Reviews:** 119
**How Do G2 Users Rate CONQUER?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.8/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 7.3/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10)

**Who Is the Company Behind CONQUER?**

- **Seller:** [CONQUER](https://www.g2.com/sellers/conquer)
- **Year Founded:** 2007
- **HQ Location:** Reno, NV
- **LinkedIn® Page:** https://www.linkedin.com/company/727098/ (82 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** District Manager
- **Top Industries:** Sports, Human Resources
- **Company Size:** 36% Enterprise, 35% Mid-Market


#### What Are CONQUER's Pros and Cons?

**Pros:**

- Ease of Use (4 reviews)
- Automation (2 reviews)
- Call Recording (2 reviews)
- Customizability (2 reviews)
- Customization (2 reviews)

**Cons:**

- Call Issues (3 reviews)
- Call Management Issues (2 reviews)
- Difficult Implementation (2 reviews)
- Implementation Challenges (2 reviews)
- Missing Features (2 reviews)


### What Do G2 Reviewers Say About CONQUER?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find CONQUER's **ease of use** exceptional, enabling quick calls and effortless recording of dispositions.
- Users appreciate the **seamless automation** features of CONQUER, making it easy to train and utilize effectively.
- Users value the **efficient call recording** feature, enhancing their workflow and simplifying employee training.
- Users value the **customizability** of CONQUER, allowing tailored experiences that enhance representative autonomy and effectiveness.
- Users value the **customization options** of CONQUER, enhancing autonomy and aligning with specific needs effectively.

**Cons:**

- Users report significant **call issues** , including audio delays and unreliable call recordings, posing major compliance risks.
- Users face **call management issues** , including tricky voicemail, missing recordings, and lack of user-friendliness, impacting compliance.
- Users find the **difficult implementation** process lengthy, though support remains helpful throughout the experience.
- Users find the **implementation challenges** of CONQUER frustrating, despite helpful support during the lengthy setup process.
- Users report **missing features** in Conquer, including unreliable call recording and syncing issues with reports.

#### What Are Recent G2 Reviews of CONQUER?

**"[Conquer has made our team more efficient!](https://www.g2.com/survey_responses/conquer-review-10554746)"**

**Rating:** 4.5/5.0 stars
*— Justice H.*

[Read full review](https://www.g2.com/survey_responses/conquer-review-10554746)

---

**"[Very customizable Salesforce platform with a great vendor relatioship](https://www.g2.com/survey_responses/conquer-review-9728321)"**

**Rating:** 5.0/5.0 stars
*— Nurcan S.*

[Read full review](https://www.g2.com/survey_responses/conquer-review-9728321)

---



### 12. [cube19](https://www.g2.com/products/cube19/reviews)
cube19 helps staffing firms to achieve highly scalable growth. Sitting seamlessly within Bullhorn, the platform delivers simple to understand Actionable Insights that show every member of staff, from senior staffing executives to recruiters, how to improve client value and increase return on effort.


**Average Rating:** 4.8/5.0
**Total Reviews:** 94
**How Do G2 Users Rate cube19?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.8/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.8/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind cube19?**

- **Seller:** [cube19](https://www.g2.com/sellers/cube19)
- **Year Founded:** 2011
- **HQ Location:** Melbourne, VIC
- **Twitter:** @cube19hq (2,337 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2598641/ (9 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Staffing and Recruiting
- **Company Size:** 67% Small-Business, 32% Mid-Market



#### What Are Recent G2 Reviews of cube19?

**"[Cube19- Advanced Hiring Platform to enhance  quality and performance of the organization.](https://www.g2.com/survey_responses/cube19-review-9060187)"**

**Rating:** 5.0/5.0 stars
*— SYED ZAFFAR M.*

[Read full review](https://www.g2.com/survey_responses/cube19-review-9060187)

---

**"[Essential Insights for Recruitment Business Owners](https://www.g2.com/survey_responses/cube19-review-5069513)"**

**Rating:** 5.0/5.0 stars
*— Tom J.*

[Read full review](https://www.g2.com/survey_responses/cube19-review-5069513)

---


#### What Are G2 Users Discussing About cube19?

- [What needs improvement with cube19 to better meet your recruitment analytics needs?](https://www.g2.com/discussions/what-needs-improvement-with-cube19-to-better-meet-your-recruitment-analytics-needs)
- [What is cube19 used for?](https://www.g2.com/discussions/what-is-cube19-used-for)

### 13. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews)
ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools.


**Average Rating:** 4.4/5.0
**Total Reviews:** 14,188
**How Do G2 Users Rate ActiveCampaign?**

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.1/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 7.8/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 7.9/10 (Category avg: 8.7/10)

**Who Is the Company Behind ActiveCampaign?**

- **Seller:** [ActiveCampaign](https://www.g2.com/sellers/activecampaign)
- **Company Website:** https://www.activecampaign.com
- **Year Founded:** 2003
- **HQ Location:** Chicago, IL
- **Twitter:** @ActiveCampaign (13,203 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/221390/ (848 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness
- **Company Size:** 92% Small-Business, 7% Mid-Market


#### What Are ActiveCampaign's Pros and Cons?

**Pros:**

- Ease of Use (848 reviews)
- Automation (787 reviews)
- Automation Features (654 reviews)
- Automations (621 reviews)
- Features (574 reviews)

**Cons:**

- Learning Curve (419 reviews)
- Expensive (403 reviews)
- Missing Features (388 reviews)
- Limited Features (294 reviews)
- Not Intuitive (280 reviews)


### What Do G2 Reviewers Say About ActiveCampaign?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find ActiveCampaign's interface **easy to use** , enhancing communication and engagement with its versatile features.
- Users value the **powerful automation features** of ActiveCampaign, enhancing engagement and streamlining marketing efforts effectively.
- Users appreciate the **automation features** of ActiveCampaign, which streamline marketing activities and enhance customer engagement.
- Users love the **powerful automation capabilities** of ActiveCampaign, enhancing customer engagement effortlessly and efficiently.
- Users appreciate the **user-friendly automation and integration features** of ActiveCampaign, enhancing customer engagement and targeting.

**Cons:**

- Users face a **learning curve** with ActiveCampaign, needing extra support to master its powerful features efficiently.
- Users find ActiveCampaign **expensive** , especially for startups, making it challenging for some customers to justify the cost.
- Users find the **missing features** in ActiveCampaign limit their automation testing and client information collection capabilities.
- Users find the **limited features** of ActiveCampaign frustrating, desiring more customization and easier access to key metrics.
- Users find the ActiveCampaign platform **not intuitive** , making learning and setup time-consuming and challenging to navigate.

#### What Are Recent G2 Reviews of ActiveCampaign?

**"[ActiveCampaign: Complete CRM, Powerful Automations, and an Intuitive Experience](https://www.g2.com/survey_responses/activecampaign-review-13079808)"**

**Rating:** 5.0/5.0 stars
*— Andrea B.*

[Read full review](https://www.g2.com/survey_responses/activecampaign-review-13079808)

---

**"[Efficient Automation with Solid Support](https://www.g2.com/survey_responses/activecampaign-review-11726223)"**

**Rating:** 5.0/5.0 stars
*— CHRISTIAN ADOLFO M.*

[Read full review](https://www.g2.com/survey_responses/activecampaign-review-11726223)

---


#### 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
- [Does ActiveCampaign have a CRM?](https://www.g2.com/discussions/does-activecampaign-have-a-crm) - 7 comments
- [What is ActiveCampaign used for?](https://www.g2.com/discussions/what-is-activecampaign-used-for) - 20 comments

### 14. [Klenty](https://www.g2.com/products/klenty/reviews)
Klenty is an AI Sales Engagement Platform that helps SDR teams run multichannel outbound with a strong focus on calling. Built for modern sales teams, Klenty combines prospecting, outreach, AI-powered dialing, follow-ups, and coaching in one platform to help reps open more conversations and build more pipeline. With AI-powered Power Dialer and Parallel Dialer, sales reps can increase dialing volume and spend more time in live conversations. Klenty's AI Connect Rate Infrastructure helps teams improve connect rates by increasing the likelihood of reaching prospects. Beyond dialing, Klenty uses AI to automate post-call work by generating next steps and follow-up actions after every sales conversation. Its AI Call Coaching Suite analyzes conversations, identifies coaching opportunities, and gives managers the insights they need to improve rep performance at scale. Klenty integrates with leading CRMs and sales tools, enabling teams to manage multichannel outreach, track engagement, automate repetitive tasks, and coach reps without switching between platforms. From prospecting to dialing, follow-ups, and coaching, Klenty gives outbound sales teams everything they need to run consistent, high-performing outbound programs from a single platform.


**Average Rating:** 4.6/5.0
**Total Reviews:** 388
**How Do G2 Users Rate Klenty?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Data Segmentation:** 7.5/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 7.8/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Klenty?**

- **Seller:** [Klenty](https://www.g2.com/sellers/klenty)
- **Year Founded:** 2016
- **HQ Location:** Palo Alto, CA
- **Twitter:** @KlentyHQ (502 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9374886/ (145 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CEO, Business Development Manager
- **Top Industries:** Computer Software, Marketing and Advertising
- **Company Size:** 72% Small-Business, 22% Mid-Market


#### What Are Klenty's Pros and Cons?

**Pros:**

- Automation (20 reviews)
- Helpful (17 reviews)
- Customer Support (16 reviews)
- Ease of Use (16 reviews)
- Integrations (16 reviews)

**Cons:**

- Integration Issues (10 reviews)
- Missing Features (8 reviews)
- Learning Curve (7 reviews)
- Campaign Management (6 reviews)
- Technical Issues (6 reviews)


### What Do G2 Reviewers Say About Klenty?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value Klenty's **automation capabilities** , which streamline outreach efforts and enhance engagement with prospects effectively.
- Users value Klenty for its **helpful features** in managing cold outreach and driving conversions efficiently.
- Users praise the **superb and friendly customer support** of Klenty, highlighting quick responses and effective assistance.
- Users highlight the **ease of use** of Klenty, praising its organization and intuitive features for an excellent experience.
- Users appreciate the **seamless integrations** of Klenty, enabling efficient outreach across multiple platforms and boosting meeting bookings.

**Cons:**

- Users find **integration issues** frustrating, particularly with multiple accounts and platforms like LinkedIn and Calendly.
- Users find the **missing features** frustrating, particularly in UI clarity and automation capabilities for cadences.
- Users find the **learning curve steep** , especially without Spanish resources, but support is helpful during setup.
- Users report **poor customer service** and find campaign management challenging and unintuitive in Klenty.
- Users frequently face **technical issues** with Klenty, including a cumbersome interface and slow customer support responses.

#### What Are Recent G2 Reviews of Klenty?

**"[Flexible Custom Cadences with Helpful Prospect Interest Alerts](https://www.g2.com/survey_responses/klenty-review-13063757)"**

**Rating:** 4.5/5.0 stars
*— David V.*

[Read full review](https://www.g2.com/survey_responses/klenty-review-13063757)

---

**"[Intuitive Outreach Automation with Excellent Support](https://www.g2.com/survey_responses/klenty-review-13063436)"**

**Rating:** 5.0/5.0 stars
*— Zina P.*

[Read full review](https://www.g2.com/survey_responses/klenty-review-13063436)

---



### 15. [Outreach](https://www.g2.com/products/outreach/reviews)
Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, and Verizon to name a few. To learn more, please visit www.outreach.io.


**Average Rating:** 4.3/5.0
**Total Reviews:** 3,500
**How Do G2 Users Rate Outreach?**

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Data Segmentation:** 7.6/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 7.4/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind Outreach?**

- **Seller:** [Outreach](https://www.g2.com/sellers/outreach)
- **Company Website:** https://www.outreach.io/demo
- **Year Founded:** 2014
- **HQ Location:** Seattle, WA
- **Twitter:** @outreach_io (7,689 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3559595/ (1,609 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Executive, Sales Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 59% Mid-Market, 22% Enterprise


#### What Are Outreach's Pros and Cons?

**Pros:**

- Ease of Use (80 reviews)
- Automation (49 reviews)
- Helpful (47 reviews)
- Features (41 reviews)
- Time-saving (41 reviews)

**Cons:**

- Missing Features (32 reviews)
- Learning Curve (23 reviews)
- Limitations (21 reviews)
- Limited Customization (19 reviews)
- Integration Issues (16 reviews)


### What Do G2 Reviewers Say About Outreach?
*AI-generated summary from verified user reviews*

**Pros:**

- Users enjoy the **ease of use** in Outreach, making follow-ups and tracking contacts extremely straightforward.
- Users love the **automation and sequencing capabilities** of Outreach, streamlining tasks and enhancing prospect communication effectively.
- Users appreciate how **easy organization and follow-up** with leads is, ensuring consistency and improved response rates.
- Users value the **intuitive user interface** and excellent integrations, enhancing their productivity and sales management while using Outreach.
- Users appreciate the **time-saving automation** of Outreach, streamlining engagement and enhancing overall productivity.

**Cons:**

- Users experience **missing features** in Outreach, especially in analytics and automation capabilities, impacting efficiency and performance.
- Users find a noticeable **learning curve** with Outreach, making it challenging to master the tool effectively.
- Users find Outreach has **navigation difficulties** and requires extra training, complicating the prospect management process.
- Users feel that the **limited customization** in Outreach hinders their ability to create tailored reports effectively.
- Users experience frequent **integration issues** with Hubspot, affecting productivity and syncing reliability in Outreach.

#### What Are Recent G2 Reviews of Outreach?

**"[Outreach Streamlines Multi-Channel Sequences and Follow-Ups Effortlessly](https://www.g2.com/survey_responses/outreach-review-12365799)"**

**Rating:** 5.0/5.0 stars
*— Silvina F.*

[Read full review](https://www.g2.com/survey_responses/outreach-review-12365799)

---

**"[Effortless Email Tracking and Workflow Optimization](https://www.g2.com/survey_responses/outreach-review-13095207)"**

**Rating:** 5.0/5.0 stars
*— Navdeep K.*

[Read full review](https://www.g2.com/survey_responses/outreach-review-13095207)

---



### 16. [Backstory](https://www.g2.com/products/people-ai-backstory/reviews)
Backstory (formerly People.ai) is the Revenue Answers Platform for GTM leaders. Revenue leaders ask the same questions every day: Is this deal real? Where's my risk? What do I focus on next? Backstory gives you straight answers - grounded in 100% of actual revenue activity, not CRM guesses. With more than a decade of training AI models on billions of sales interactions, Backstory connects every signal to the right accounts and opportunities and delivers answers where you already work - whether that's your CRM, Claude, Copilot, or other AI tools you already use. With Backstory, you can: - Know which deals are real and which are at risk, without waiting for rep updates - Get forecast answers you can defend, backed by actual activity data - Ask revenue questions directly in the AI tools your team already uses - See exactly what's happening across your pipeline and what to do next Sales leaders from Red Hat, Palo Alto Networks, Iron Mountain, TransUnion, Five9, and Randstad rely on Backstory to drive trillions in pipeline and revenue. Recognized by Gartner and Forrester, the Inc. 5000, Y Combinator Top Companies, and Forbes AI 50. Based in San Francisco and backed by ICONIQ Capital, Andreessen Horowitz, and Lightspeed Venture Partners.


**Average Rating:** 4.5/5.0
**Total Reviews:** 607
**How Do G2 Users Rate Backstory?**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.8/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.6/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10)

**Who Is the Company Behind Backstory?**

- **Seller:** [Backstory](https://www.g2.com/sellers/backstory-028935a9-8328-404d-9b5c-6a5ddb3bfe2d)
- **Company Website:** https://www.backstory.ai/
- **Year Founded:** 2016
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/backstory-ai/ (85 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 56% Enterprise, 39% Mid-Market


#### What Are Backstory's Pros and Cons?

**Pros:**

- Helpful (3 reviews)
- CRM Integration (2 reviews)
- Customer Support (2 reviews)
- Customization (2 reviews)
- Ease of Use (2 reviews)



### What Do G2 Reviewers Say About Backstory?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **helpful customer success team** at People.ai, enhancing collaboration and support throughout the experience.
- Users commend the **seamless CRM integration** of People.ai, enhancing sales management and driving better decision-making.
- Users praise the **responsive customer support** of People.ai, highlighting their commitment to success and seamless integration.
- Users love the **customization options** with People.ai, promoting seamless integration and tailored insights for improved sales management.
- Users find **Backstory's ease of use** exceptional, enjoying seamless integration and intuitive functionality throughout their workflow.


#### What Are Recent G2 Reviews of Backstory?

**"[People.ai Transformed Our Sales Motion with Actionable Insights.](https://www.g2.com/survey_responses/backstory-review-12242339)"**

**Rating:** 5.0/5.0 stars
*— Jonathan B.*

[Read full review](https://www.g2.com/survey_responses/backstory-review-12242339)

---

**"[Stellar Partnership and Streamlined Sales Processes](https://www.g2.com/survey_responses/backstory-review-12242865)"**

**Rating:** 5.0/5.0 stars
*— Jamie C.*

[Read full review](https://www.g2.com/survey_responses/backstory-review-12242865)

---


#### What Are G2 Users Discussing About Backstory?

- [What is People.ai used for?](https://www.g2.com/discussions/what-is-people-ai-used-for)
- [What is PeopleGlass used for?](https://www.g2.com/discussions/what-is-peopleglass-used-for)

### 17. [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews)
Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management, quotas, and capacity planning), Fullcast Perform (routing and policies), and Fullcast Pay (commissions) solutions. Fullcast empowers sales teams to sell more efficiently with AI-powered sales performance management. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. We seamlessly connect go-to-market planning activities with tactical sales execution, enabling your operations, sales, finance, marketing, and customer success teams to make continuous adjustments in response to real-time strategy changes. From territory management to commissions and performance tracking, we operate with speed, agility, and AI-powered automation.


**Average Rating:** 4.6/5.0
**Total Reviews:** 453
**How Do G2 Users Rate Fullcast?**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Data Segmentation:** 7.7/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 10.0/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind Fullcast?**

- **Seller:** [Fullcast, Inc.](https://www.g2.com/sellers/fullcast-inc)
- **Company Website:** https://www.fullcast.com/
- **Year Founded:** 2017
- **HQ Location:** Salt Lake City, UT
- **LinkedIn® Page:** https://www.linkedin.com/company/fullcast-ai/ (388 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Founder, Account Executive
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 62% Small-Business, 30% Mid-Market


#### What Are Fullcast's Pros and Cons?

**Pros:**

- Helpful (13 reviews)
- Insights (12 reviews)
- Ease of Use (9 reviews)
- AI Summary (8 reviews)
- Intuitive (8 reviews)

**Cons:**

- Learning Curve (5 reviews)
- Data Management Issues (4 reviews)
- Data Inaccuracy (3 reviews)
- Integration Issues (3 reviews)
- Lack of Detail (3 reviews)


### What Do G2 Reviewers Say About Fullcast?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **data-driven insights** of Fullcast, enhancing proactive coaching and actionable team feedback significantly.
- Users value the **data-driven insights** from Atrium, enhancing proactive coaching and improving overall team performance.
- Users appreciate the **ease of use** of Fullcast, enabling intuitive data visualization and effortless tracking of metrics.
- Users appreciate the **actionable insights** provided by Atrium, enhancing team performance tracking and coaching opportunities.
- Users find the **intuitive AI features** of Fullcast invaluable for coaching and improving sales performance effectively.

**Cons:**

- Users note a **steep learning curve** with Fullcast that can hinder initial productivity and navigation efficiency.
- Users struggle with **data management issues** in Fullcast, causing delayed and inaccurate insights that hinder effective coaching.
- Users frequently experience **data inaccuracy** with Fullcast, leading to confusion and ineffective management decisions.
- Users encounter **integration issues** with Fullcast, as data lacks real-time updates and may lead to inaccuracies.
- Users express a need for more **configuration options** in Fullcast to enable detailed analysis and opportunity tracking.

#### What Are Recent G2 Reviews of Fullcast?

**"[Copy.ai is a great business writing assistant](https://www.g2.com/survey_responses/fullcast-review-6756970)"**

**Rating:** 5.0/5.0 stars
*— Jan-Paul B.*

[Read full review](https://www.g2.com/survey_responses/fullcast-review-6756970)

---

**"[Powerful, Flexible Territory Modeling with Seamless Salesforce Integration](https://www.g2.com/survey_responses/fullcast-review-12908457)"**

**Rating:** 4.0/5.0 stars
*— Jess T.*

[Read full review](https://www.g2.com/survey_responses/fullcast-review-12908457)

---


#### What Are G2 Users Discussing About Fullcast?

- [Do you recommend Ebsta Inbox for Salesforce integration, and what benefits have you observed?](https://www.g2.com/discussions/do-you-recommend-ebsta-inbox-for-salesforce-integration-and-what-benefits-have-you-observed)
- [What is Copy.ai used for?](https://www.g2.com/discussions/what-is-copy-ai-used-for)
- [What is Ebsta Inbox used for?](https://www.g2.com/discussions/what-is-ebsta-inbox-used-for)
- [What is Ebsta's Revenue Intelligence Platform used for?](https://www.g2.com/discussions/what-is-ebsta-s-revenue-intelligence-platform-used-for)
- [What is Commissionly used for?](https://www.g2.com/discussions/what-is-commissionly-used-for)

### 18. [Workbooks](https://www.g2.com/products/workbooks/reviews)
Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price.


**Average Rating:** 4.3/5.0
**Total Reviews:** 534
**How Do G2 Users Rate Workbooks?**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.3/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.6/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.2/10 (Category avg: 8.7/10)

**Who Is the Company Behind Workbooks?**

- **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks)
- **Company Website:** https://www.Workbooks.com
- **Year Founded:** 2009
- **HQ Location:** Reading, Berkshire
- **Twitter:** @Workbooks (2,702 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/225937/ (65 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Managing Director, Director
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 60% Small-Business, 33% Mid-Market


#### What Are Workbooks's Pros and Cons?

**Pros:**

- Ease of Use (16 reviews)
- Reporting (8 reviews)
- Customer Support (7 reviews)
- Customization (7 reviews)
- Feature Richness (7 reviews)

**Cons:**

- Learning Curve (8 reviews)
- Limitations (6 reviews)
- Limited Features (5 reviews)
- Complex Features (4 reviews)
- Limited Customization (4 reviews)


### What Do G2 Reviewers Say About Workbooks?
*AI-generated summary from verified user reviews*

**Pros:**

- Users highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients.
- Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency.
- Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance.
- Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs.
- Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making.

**Cons:**

- Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features.
- Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility.
- Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency.
- Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks.
- Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently.

#### What Are Recent G2 Reviews of Workbooks?

**"[CRM, projects, marketing, and reporting all in one flow](https://www.g2.com/survey_responses/workbooks-review-12403469)"**

**Rating:** 5.0/5.0 stars
*— Kumail R.*

[Read full review](https://www.g2.com/survey_responses/workbooks-review-12403469)

---

**"[All-in-One CRM with Room for Modernization](https://www.g2.com/survey_responses/workbooks-review-12444760)"**

**Rating:** 4.0/5.0 stars
*— Tordsen A.*

[Read full review](https://www.g2.com/survey_responses/workbooks-review-12444760)

---


#### What Are G2 Users Discussing About Workbooks?

- [What is Workbooks used for?](https://www.g2.com/discussions/what-is-workbooks-used-for) - 1 comment

### 19. [Weflow](https://www.g2.com/products/weflow/reviews)
Weflow is a Revenue AI Platform that captures every customer interaction and unlocks AI insights to help you convert and forecast your pipeline. Weflow offers a suite of products: - Activity Capture ($19/user/month (billed annually) - Conversation Intelligence ($39/user/month (billed annually) - Deal Intelligence & Forecasting ($39/user/month (billed annually) Pick single modules from above or bundles to save: - Revenue AI Foundation : Unify your GTM data with automated Salesforce data capture. Use AI to handle rep workflows and coach your team. - Revenue AI Business: Everything in Foundation, plus full deal and account intelligence. AI-powered scoring, summaries, and pipeline visibility, built in. - Revenue AI Enterprise: Everything in Business, plus AI-powered forecasting. Predict revenue, analyze pipeline, and run forecasts across your org. Transparent pricing, no platform fees. Premium support included. Learn more at: weflow.ai


**Average Rating:** 4.6/5.0
**Total Reviews:** 121
**How Do G2 Users Rate Weflow?**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Data Segmentation:** 9.2/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 9.3/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.7/10 (Category avg: 8.7/10)

**Who Is the Company Behind Weflow?**

- **Seller:** [Weflow](https://www.g2.com/sellers/weflow)
- **Year Founded:** 2021
- **HQ Location:** Berlin, DE
- **Twitter:** @getweflow (56 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/getweflow/ (27 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Executive
- **Top Industries:** Computer Software, Marketing and Advertising
- **Company Size:** 48% Mid-Market, 26% Enterprise


#### What Are Weflow's Pros and Cons?

**Pros:**

- Accuracy (1 reviews)
- Analytics (1 reviews)
- Customer Support (1 reviews)
- Data Accuracy (1 reviews)
- Ease of Use (1 reviews)

**Cons:**

- Salesforce Integration (1 reviews)


### What Do G2 Reviewers Say About Weflow?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **80% data accuracy** of Weflow, enhancing conversations about pipeline management and forecasting.
- Users value the **data accuracy** of Weflow, enhancing discussions about pipeline management and improving overall CRM experience.
- Users value the **exceptional customer support** of Weflow, aiding seamless data integration for improved sales collaboration.
- Users value the **80% higher data accuracy** of Weflow, enhancing conversations and connections in revenue management.
- Users love the **ease of use** of Weflow, simplifying data management and enhancing communication with sales teams.

**Cons:**

- Users find Weflow to be just another **widget on Salesforce** , lacking integration depth and seamlessness.

#### What Are Recent G2 Reviews of Weflow?

**"[No more writing up notes after client calls](https://www.g2.com/survey_responses/weflow-review-12870542)"**

**Rating:** 5.0/5.0 stars
*— Laszlo P.*

[Read full review](https://www.g2.com/survey_responses/weflow-review-12870542)

---

**"[Weflow changed how I manage my meetings allowing me to focus on the client, not on my notes.](https://www.g2.com/survey_responses/weflow-review-12856790)"**

**Rating:** 5.0/5.0 stars
*— Angel Rene L.*

[Read full review](https://www.g2.com/survey_responses/weflow-review-12856790)

---


#### What Are G2 Users Discussing About Weflow?

- [What is Weflow used for?](https://www.g2.com/discussions/what-is-weflow-used-for)

### 20. [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews)
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.


**Average Rating:** 4.2/5.0
**Total Reviews:** 925
**How Do G2 Users Rate Insightly CRM?**

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.0/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 7.9/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10)

**Who Is the Company Behind Insightly CRM?**

- **Seller:** [Unbounce](https://www.g2.com/sellers/unbounce)
- **Company Website:** https://unbounce.com
- **Year Founded:** 2009
- **HQ Location:** Vancouver
- **Twitter:** @unbounce (72,651 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/503432/ (130 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 73% Small-Business, 21% Mid-Market


#### What Are Insightly CRM's Pros and Cons?

**Pros:**

- Ease of Use (28 reviews)
- Easy Customization (11 reviews)
- Customizability (10 reviews)
- Customization (9 reviews)
- Feature Richness (9 reviews)

**Cons:**

- Learning Curve (9 reviews)
- Limited Customization (7 reviews)
- Limited Features (7 reviews)
- Incomplete Information (6 reviews)
- Time-Consuming (6 reviews)


### What Do G2 Reviewers Say About Insightly CRM?
*AI-generated summary from verified user reviews*

**Pros:**

- Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features.
- Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information.
- Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs.
- Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability.
- Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management.

**Cons:**

- Users find the **learning curve steep** , complicating automation and workflow setup for new users.
- Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively.
- Users find the **limited features** hinder effective use, especially in project management and task customization.
- Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability.
- Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency.

#### What Are Recent G2 Reviews of Insightly CRM?

**"[Streamlined Sales and Task Management](https://www.g2.com/survey_responses/insightly-crm-review-12865487)"**

**Rating:** 4.0/5.0 stars
*— Jeni J.*

[Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12865487)

---

**"[Keeping Customer Workflows Better Connected](https://www.g2.com/survey_responses/insightly-crm-review-12948095)"**

**Rating:** 4.5/5.0 stars
*— Ishan S.*

[Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12948095)

---



### 21. [Bigtincan Engagement](https://www.g2.com/products/bigtincan-engagement/reviews)
We aspire to make every customer interaction successful. Every email, every meeting, and every presentation should provide value and lead buyers to the best decision. Bigtincan Engagement (formerly Clearslide) provides a complete Sales Engagement solution that combines content management, integrated communications, engagement analytics, conversation intelligence, AI-powered meeting automation, and guided selling to power dynamic conversations with buyers. Bigtincan Engagement is designed to enhance sales effectiveness by addressing common challenges faced by sales teams. It aims to increase active selling time, optimize sales interactions, and provide better visibility into buyer needs. Key features include: Centralized Content Management: Sellers can access a variety of content from multiple systems, ensuring they have the most up-to-date materials. Real-Time Buyer Engagement: The platform allows for immediate reactions to engaged buyers through notifications and automates email outreach to focus on active opportunities. Personalized Experiences: Engagement Hub enables the creation of personalized microsites for buyers, allowing sellers to tailor content and interactions based on buyer interests and needs. Analytics and Insights: The platform provides detailed engagement insights, helping sellers understand how buyers interact with shared content, which can uncover hidden needs. Conversation Intelligence: This feature transcribes and analyzes sales calls, providing feedback on tone and articulation, which aids in self-coaching for sales reps. These capabilities are designed to empower sales teams to create engaging, measurable buyer experiences that drive sales success. Bigtincan Engagement customers report: 10%-20% increase in closed deals 25% decrease in time to on-board new reps 50%-80% reduction in selling costs


**Average Rating:** 4.1/5.0
**Total Reviews:** 575
**How Do G2 Users Rate Bigtincan Engagement?**

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.2/10)
- **Data Segmentation:** 9.0/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.7/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind Bigtincan Engagement?**

- **Seller:** [Bigtincan](https://www.g2.com/sellers/bigtincan)
- **Year Founded:** 2011
- **HQ Location:** Waltham, MA
- **Twitter:** @bigtincan (2,236 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/bigtincan (184 employees on LinkedIn®)
- **Phone:** 781-405-2376

**Who Uses This Product?**
- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Internet
- **Company Size:** 55% Mid-Market, 28% Enterprise



#### What Are Recent G2 Reviews of Bigtincan Engagement?

**"[ClearSlide: Real-time A/V/W Conferencing GOAT & BOAT of All Times](https://www.g2.com/survey_responses/bigtincan-engagement-review-7770942)"**

**Rating:** 4.5/5.0 stars
*— Divya N.*

[Read full review](https://www.g2.com/survey_responses/bigtincan-engagement-review-7770942)

---

**"[Very good tool.](https://www.g2.com/survey_responses/bigtincan-engagement-review-9428024)"**

**Rating:** 5.0/5.0 stars
*— Nicolo F. V.*

[Read full review](https://www.g2.com/survey_responses/bigtincan-engagement-review-9428024)

---


#### What Are G2 Users Discussing About Bigtincan Engagement?

- [What is ClearSlide used for?](https://www.g2.com/discussions/what-is-clearslide-used-for)
- [What is SalesDirector.ai used for?](https://www.g2.com/discussions/what-is-salesdirector-ai-used-for)

### 22. [Kluster](https://www.g2.com/products/kluster/reviews)
Kluster is a revenue predictability platform specifically designed to assist Software as a Service (SaaS) companies in achieving their growth targets consistently each quarter. By providing a comprehensive suite of tools, Kluster empowers revenue leaders to develop effective strategies, create actionable plans, and execute precise deal and pipeline management. This platform is tailored for organizations that seek to enhance their revenue operations and ensure alignment across various teams. The target audience for Kluster primarily includes revenue leaders, sales teams, and executives within SaaS companies looking to optimize their revenue processes. With its user-friendly interface, Kluster enables these professionals to define winning strategies and engineer plans that lead to successful outcomes. The platform's capabilities extend to facilitating key revenue meetings, such as board-level analyses, revenue planning sessions, forecast calls, and pipeline reviews, ensuring that all stakeholders are aligned around critical revenue insights and workflows. One of Kluster's standout features is its integration speed, which allows for seamless connectivity with existing systems and tools. This capability is complemented by live forecasting, enabling users to make informed decisions based on real-time data. The platform's workflows are curated from the best practices of global revenue leaders from some of the fastest-growing companies, ensuring that users benefit from proven methodologies that are continuously refined. This aspect of Kluster not only enhances operational efficiency but also instills confidence in users that their organization is leveraging cutting-edge strategies. Kluster has garnered trust from notable scaling software companies such as GoCardless, ExtraHop, Ometria, Attest, and Harness. These organizations utilize Kluster as their predictable revenue playbook, which aids them in navigating their respective markets effectively. By aligning with Kluster, companies can expect to enhance their revenue predictability and drive growth through a structured approach to strategy and execution. Overall, Kluster serves as an essential tool for SaaS companies aiming to optimize their revenue operations. By providing a platform that integrates strategy, planning, and execution, Kluster enables organizations to not only meet but exceed their revenue targets, positioning them favorably within their competitive landscape.


**Average Rating:** 4.4/5.0
**Total Reviews:** 299
**How Do G2 Users Rate Kluster?**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.3/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10)

**Who Is the Company Behind Kluster?**

- **Seller:** [Kluster](https://www.g2.com/sellers/kluster)
- **Year Founded:** 2016
- **HQ Location:** London
- **Twitter:** @kluster (345 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10858730 (32 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Executive, Senior Account Executive
- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 88% Mid-Market, 7% Small-Business


#### What Are Kluster's Pros and Cons?

**Pros:**

- Forecasting (10 reviews)
- Ease of Use (9 reviews)
- Analytics (7 reviews)
- Insights (7 reviews)
- Helpful (6 reviews)

**Cons:**

- Dashboard Issues (7 reviews)
- Limited Customization (6 reviews)
- Filtering Issues (4 reviews)
- Limitations (4 reviews)
- Slow Loading (4 reviews)


### What Do G2 Reviewers Say About Kluster?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **forecasting simplicity** of Kluster, enabling easy visualization of pipeline health and sales performance.
- Users value the **ease of use** of Kluster, finding its dashboards and metrics easy to navigate and understand.
- Users value the **insightful analytics** in Kluster, enabling easy visualization of performance metrics and pipeline health.
- Users appreciate the **valuable insights** provided by Kluster, aiding in target tracking and actionable recommendations.
- Users find Kluster's **clean revenue dashboards** invaluable for visualizing pipeline health and tracking sales performance effortlessly.

**Cons:**

- Users face **dashboard issues** due to limited customization and flexibility, often needing to verify data accuracy elsewhere.
- Users find the **limited customization** in Kluster frustrating, especially regarding color schemes and dashboard configurations.
- Users find the **filtering issues** in Kluster frustrating, as they experience lag and lack of customization options.
- Users find **data syncing and customization options limited** , making verification and in-depth analysis challenging.
- Users report **slow loading speeds** and syncing issues that hinder deal tracking and overall performance of Kluster.

#### What Are Recent G2 Reviews of Kluster?

**"[Account Executive](https://www.g2.com/survey_responses/kluster-review-11213574)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Computer Software*

[Read full review](https://www.g2.com/survey_responses/kluster-review-11213574)

---

**"[Great product which provides incredible insights for the business on both past and future prospects](https://www.g2.com/survey_responses/kluster-review-11224390)"**

**Rating:** 4.5/5.0 stars
*— Peter E.*

[Read full review](https://www.g2.com/survey_responses/kluster-review-11224390)

---


#### What Are G2 Users Discussing About Kluster?

- [What is Kluster used for?](https://www.g2.com/discussions/what-is-kluster-used-for)

### 23. [Freshsales](https://www.g2.com/products/freshsales/reviews)
Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1,199
**How Do G2 Users Rate Freshsales?**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.3/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind Freshsales?**

- **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks)
- **Year Founded:** 2010
- **HQ Location:** San Mateo, CA
- **Twitter:** @FreshworksInc (19,020 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/freshworks-inc/ (7,505 employees on LinkedIn®)
- **Ownership:** NASDAQ: FRSH

**Who Uses This Product?**
- **Who Uses This:** CEO, Business Development Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 68% Small-Business, 27% Mid-Market


#### What Are Freshsales's Pros and Cons?

**Pros:**

- Ease of Use (103 reviews)
- Features (70 reviews)
- Helpful (55 reviews)
- Customer Support (50 reviews)
- Intuitive (41 reviews)

**Cons:**

- Missing Features (47 reviews)
- Limited Features (32 reviews)
- Limitations (28 reviews)
- Learning Curve (25 reviews)
- Limited Customization (21 reviews)


### What Do G2 Reviewers Say About Freshsales?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Freshsales, finding it user-friendly and intuitive for managing tasks.
- Users love the **user-friendly interface and extensive features** of Freshsales, enhancing their overall experience and efficiency.
- Users find Freshsales to be a **helpful CRM tool** that effectively tracks business development leads and deals.
- Users appreciate the **responsive customer support** of Freshsales, enhancing their experience with seamless onboarding and guidance.
- Users appreciate the **intuitive design** of Freshsales, finding it easy to learn and navigate across devices.

**Cons:**

- Users find **missing features** in Freshsales, leading to frustration with reporting, automation, and configuration inconsistencies.
- Users find Freshsales to have **limited features** that hinder workflow management and overall user experience, prompting consideration of alternatives.
- Users find **configuration complexities** and limited reporting capabilities in Freshsales, impacting their overall CRM experience.
- Users find the **learning curve steep** , particularly with reporting and automated workflows in Freshsales.
- Users find the **limited customization** options frustrating, particularly with reporting and adding custom fields.

#### What Are Recent G2 Reviews of Freshsales?

**"[Logistics-Friendly CRM Lacks Mature Industry Interoperability](https://www.g2.com/survey_responses/freshsales-review-12858179)"**

**Rating:** 4.5/5.0 stars
*— Vehz H.*

[Read full review](https://www.g2.com/survey_responses/freshsales-review-12858179)

---

**"[A Practical CRM for Managing Leads and Customer Interactions](https://www.g2.com/survey_responses/freshsales-review-12946886)"**

**Rating:** 5.0/5.0 stars
*— Ishan S.*

[Read full review](https://www.g2.com/survey_responses/freshsales-review-12946886)

---


#### What Are G2 Users Discussing About Freshsales?

- [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote
- [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) - 2 comments
- [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) - 1 comment
- [What are the major types of CRM?](https://www.g2.com/discussions/what-are-the-major-types-of-crm) - 1 upvote
- [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) - 1 comment

### 24. [Orgzit](https://www.g2.com/products/orgzit-orgzit/reviews)
Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application.


**Average Rating:** 4.8/5.0
**Total Reviews:** 43
**How Do G2 Users Rate Orgzit?**

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Data Segmentation:** 9.2/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 10.0/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.2/10 (Category avg: 8.7/10)

**Who Is the Company Behind Orgzit?**

- **Seller:** [Orgzit](https://www.g2.com/sellers/orgzit)
- **Year Founded:** 2016
- **HQ Location:** San Jose, California
- **Twitter:** @Orgzit (218 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/13200297/ (17 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Logistics and Supply Chain, Financial Services
- **Company Size:** 57% Mid-Market, 32% Small-Business


#### What Are Orgzit's Pros and Cons?

**Pros:**

- Ease of Use (5 reviews)
- Helpful (4 reviews)
- Features (3 reviews)
- Flexibility (3 reviews)
- Value (3 reviews)

**Cons:**

- Connectivity Issues (1 reviews)
- Design Difficulty (1 reviews)
- Display Issues (1 reviews)
- Incomplete Information (1 reviews)
- Integration Issues (1 reviews)


### What Do G2 Reviewers Say About Orgzit?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of Orgzit, appreciating its flexibility and intuitive dashboard for daily task management.
- Users appreciate Orgzit's **flexibility and configurability** , enabling customized solutions for diverse business needs without coding.
- Users value Orgzit's **comprehensive features** , enhancing collaboration and streamlining business processes effectively.
- Users appreciate the **flexibility** of Orgzit, allowing easy customization to meet specific business needs without coding.
- Users value the **streamlined collaboration** and accessibility of Orgzit, enhancing efficiency across business processes and teams.

**Cons:**

- Users note occasional **connectivity issues** with Orgzit, particularly when integrating with traditional databases like SQL.
- Users find the **user interface challenging** , indicating that design improvements could enhance overall usability.
- Users note some **display issues** with Orgzit, particularly in the user interface, suggesting room for improvement.
- Users feel there's **incomplete information** , especially regarding client report creation, affecting overall usability.
- Users note **integration issues** with conventional databases like SQL, affecting seamless connectivity and functionality.

#### What Are Recent G2 Reviews of Orgzit?

**"[Connecting and searching files made easy for enhanced productivity](https://www.g2.com/survey_responses/orgzit-review-8641340)"**

**Rating:** 5.0/5.0 stars
*— Naveen K.*

[Read full review](https://www.g2.com/survey_responses/orgzit-review-8641340)

---

**"[Orgzit provided senocare with a tailor-made CRM for our healthcare services](https://www.g2.com/survey_responses/orgzit-review-8618328)"**

**Rating:** 4.5/5.0 stars
*— Shakti S.*

[Read full review](https://www.g2.com/survey_responses/orgzit-review-8618328)

---


#### What Are G2 Users Discussing About Orgzit?

- [What is Orgzit used for?](https://www.g2.com/discussions/what-is-orgzit-used-for)

### 25. [Conga Grid](https://www.g2.com/products/conga-grid/reviews)
Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. Find and manage the information and insights you need with fewer clicks and less screen switching. With Conga Grid, you can expect to save time, improve data quality, get a clear view into the data you need, and create a more productive workplace in Salesforce to drive growth across your organization. Using our Quick Start Grids, which are pre-built for your use case (Sales, Sales Executive, Case Management, Salesforce Admin), you can get up and running within minutes. Simply put, Grid is the single most effective place to get work done in Salesforce. Create, track, and manage your Salesforce data in one place. Grid provides: Complete data visibility: Conga Grid empowers you to quickly navigate, visualize, and manage Salesforce data across multiple objects from a single grid. Insights that drive growth: Conga Grid makes workflow management easy, with a 360-degree view of your data on a single screen. Increased productivity across your team: Inline editing saves you from clicking through multiple records and screens to access data. Update data faster and increase productivity with bulk edits.


**Average Rating:** 4.5/5.0
**Total Reviews:** 51
**How Do G2 Users Rate Conga Grid?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.3/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.9/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 7.5/10 (Category avg: 8.7/10)

**Who Is the Company Behind Conga Grid?**

- **Seller:** [Conga](https://www.g2.com/sellers/conga)
- **Year Founded:** 2006
- **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098
- **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®)
- **Phone:** (303) 465-1616

**Who Uses This Product?**
- **Top Industries:** Information Technology and Services
- **Company Size:** 40% Small-Business, 38% Mid-Market


#### What Are Conga Grid's Pros and Cons?

**Pros:**

- Affordable (1 reviews)
- Customer Support (1 reviews)
- Customizability (1 reviews)
- Ease of Creation (1 reviews)
- Ease of Use (1 reviews)

**Cons:**

- Learning Curve (1 reviews)
- Not Intuitive (1 reviews)


### What Do G2 Reviewers Say About Conga Grid?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **affordable pricing** of Conga Grid, making report creation accessible without breaking the bank.
- Users value the **customer support** from Conga Grid, finding it essential for creating customizable reports easily.
- Users value the **customizability** of Conga Grid, finding report creation easier and more dynamic than ever.
- Users value the **ease of creation** with Conga Grid, enjoying effortless customization for dynamic reporting.
- Users find **ease of use** in Conga Grid, creating dynamic reports with minimal effort compared to previous methods.

**Cons:**

- Users note a **learning curve** with Conga Grid, particularly when handling large datasets due to loading delays.
- Users feel the **loading times for large datasets** are not intuitive, hindering efficiency and user experience.

#### What Are Recent G2 Reviews of Conga Grid?

**"[Powerful tool for Salesforce data management](https://www.g2.com/survey_responses/conga-grid-review-8707955)"**

**Rating:** 4.5/5.0 stars
*— Dorian S.*

[Read full review](https://www.g2.com/survey_responses/conga-grid-review-8707955)

---

**"[A Golden team player  for Data management & Reporting](https://www.g2.com/survey_responses/conga-grid-review-10803130)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Pharmaceuticals*

[Read full review](https://www.g2.com/survey_responses/conga-grid-review-10803130)

---


#### What Are G2 Users Discussing About Conga Grid?

- [What is Conga Grid used for?](https://www.g2.com/discussions/what-is-conga-grid-used-for)
- [What does Conga Grid do?](https://www.g2.com/discussions/what-does-conga-grid-do) - 1 comment
- [What is Conga Composer?](https://www.g2.com/discussions/conga-grid-what-is-conga-composer)
- [What is conga action grid?](https://www.g2.com/discussions/what-is-conga-action-grid)
- [What is conga grid?](https://www.g2.com/discussions/what-is-conga-grid)


## What Is Sales Analytics Software?

[Sales Tools](https://www.g2.com/categories/sales-tools)

## What Software Categories Are Similar to Sales Analytics Software?

- [CRM Software](https://www.g2.com/categories/crm)
- [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)
- [Email Tracking Software](https://www.g2.com/categories/email-tracking)
- [Sales Coaching Software](https://www.g2.com/categories/sales-coaching)
- [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant)
- [Sales Engagement Software](https://www.g2.com/categories/sales-engagement)
- [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)


---

## How Do You Choose the Right Sales Analytics Software?

### What You Should Know About Sales Analytics Software

### What is Sales Analytics Software?

Sales analytics software estimates the likelihood of sales outcomes using algorithms based on existing [CRM software](https://www.g2.com/categories/crm) data. In other words, sales analytics tools are meant to simplify sales forecasting and present predictive sales data in the form of statistical datasets and reports. Data is collected, modeled, analyzed, and then deployed within the tool in a readable manner that sales teams can filter and analyze. One of the major perks of sales analytics software is the ability to automate sales pipeline pattern tracking, eliminating the time-consuming task of tracking this data manually via spreadsheets. In terms of forecasting, teams can analyze pipeline activity over a period of time and compare multiple forecast models without the hassle of manually building a report.

Key Benefits of Sales Analytics Software

- View sales data in a variety of different ways
- Improve sales forecasting
- Evaluate sales performance more precisely
- Identify challenges encountered by your sales team
- Manage your sales pipeline and solve problems before they arise

### Why Use Sales Analytics Software?

This type of tool ultimately helps sales teams make more successful decisions. It also helps teams analyze their overall sales process and recognize better sales opportunities. Compiled datasets can be used to examine pipeline insights in an effort to understand where sales are being lost, which industries generate the most success, and which sales tactics are most effective. While this feature is the lifeblood of the tool, there are a few other reasons to implement a sales analytics software:

**More quick wins —** Sales analytics help visualize sales projects and cross-selling opportunities that are considered easy to win based on forecasting patterns and pipeline location. This data helps sales teams prioritize projects that are most likely to make it through to the end of the pipeline and ultimately become a customer. The datasets also visualize the potential for risky sales, allowing managers to spend more time planning and analyzing the correct pathway to a win.

**Team analytics —** Not only do sales analytics tools help visualize sales data, but they also measure team analytics. Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. [Sales gamification software](https://www.g2.com/categories/sales-gamification) can typically be integrated with sales analytics software for additional team motivation.

**Integrations —** Sales analytics solutions easily integrate with other types of sales software offerings. By integrating with other sales software tools, you will also likely be able to simplify the workflow of your sales team. Rather than having several different tools open at a time, all of the information from all of your software will be accessible from one spot.

### Who Uses Sales Analytics Software?

Sales analytics software is, unsurprisingly, a big asset to sales teams as a whole. Depending on the department, the tool is helpful in a variety of ways:

**Sales representatives —** Sales teams use sales analytics tools for forecasting sales outcomes, which efficiently helps with prioritizing easy versus difficult sales projects and helps measure the potential of closing sales.

**Sales operations —** Sales representatives often use sales analytics on their own, but sales operations teams help representatives filter and understand the effectiveness of particular datasets and help convey project success, where needed. The goal of sales operations teams is to help representatives focus on selling, so operations teams typically handle the project management and training with the tool depending on the experience representatives have with understanding the datasets involved.

**Sales managers —** Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall.

### Sales Analytics Software Features

**Dashboards —** Sales analytics tools differ in the type and customizability of their dashboards. Some products offer dashboards that are highly dynamic, allowing you to view data in a large number of ways by segmenting information. Others have dashboards that are more static, so sales teams cannot customize them. These options are often less expensive and typically easier for sales representatives to manage.

**Forecasting analytics —** Forecasting analytics alleviates human error by automating forecasting predictions and eliminating the need for modeling manually via spreadsheets. The forecasting features provide informative datasets in a visual format to help sales teams predict sales outcomes.

**Mobile capabilities —** Sales teams, especially outside sales teams, are often on the go and rely on mobile phones to take care of a lot of their sales functions. Many solutions offer dataset visualization across multiple platforms, including mobile.

**Lead analytics —** A beneficial use for sales analytics software is predictive lead scoring, which identifies trends in the customer pipeline and uses these trends to predict how far along a lead is in the pipeline. This allows sales teams to qualify and prioritize opportunities based on which leads are most likely to close. This feature works similarly, and can be integrated with, [sales intelligence software](https://www.g2.com/categories/sales-intelligence).

### Trends Related to Sales Analytics Software

**AI capabilities —** While sales analytics tools already incorporate machine learning algorithms to evaluate sales performance, as well as predict future sales outcomes, artificial intelligence (AI) is gearing up to make a bigger impact on the tool and sales software in general. AI is predicted to help incorporate more real-time insights for more on-demand sales opportunities. With real-time models and instant datasets, sales teams can make more sales in shorter periods of time without additional manual effort.

### Software and Services Related to Sales Analytics Software

[**Predictive analytics software**](https://www.g2.com/categories/predictive-analytics) **—** Predictive analytics software is a tool used to create algorithmic statistical datasets based on historical data patterns to better understand customers, products, and partners. It also helps identify potential risks and opportunities for a company overall.

[**AI sales assistant software**](https://www.g2.com/categories/ai-sales-assistant) **—** Like sales analytics software, AI sales assistant software is also a time-saving tool for sales teams. The software’s main features include automating tasks and processes like lead qualification, lead follow-up, pipeline management, forecasting, meeting scheduling, and data entry.



---
## What Are the Most Common Questions About Sales Analytics Software?
*AI-generated · Last updated: April 27, 2026*
### Which solution supports multi-channel sales data tracking?
Based on G2 reviews, several products are used to centralize activity from multiple sales channels.

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) -- reviewers frequently use it to track emails, calls, deals, tasks, and pipeline activity in one place, with repeated mentions of integrations across other business tools.
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- users describe it as a central system for leads, opportunities, customer data, and cross-team sales activity, often highlighting integrations and a unified customer view.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) -- recent reviewers highlight its ability to organize deals, emails, activities, reminders, and integrations in a clear pipeline-focused workflow.
- [Gong](https://www.g2.com/products/gong/reviews) -- reviewers use it to capture calls, emails, meeting history, and account context, helping teams analyze customer interactions across channels.


### Which vendor offers real-time sales KPI dashboards?
Based on G2 reviews, these products are often used for live visibility into sales activity and pipeline progress.

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- reviewers repeatedly mention dashboards and reports for pipeline visibility, rep performance tracking, and monitoring KPIs in one place.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) -- users often reference dashboards for tracking deals, team activity, forecasts, and customer progress with real-time updates.
- [Clari](https://www.g2.com/products/clari/reviews) -- reviewers highlight forecast views, pipeline visibility, and dashboard layouts that help teams monitor business performance and deal movement.
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) -- users describe visual dashboards and reporting that make it easier to track pipeline stages, activities, and sales performance trends.


### Which vendor provides AI-powered sales performance insights?
Based on G2 reviews, these products are commonly mentioned for AI-assisted analysis and coaching.

- [Gong](https://www.g2.com/products/gong/reviews) -- reviewers frequently mention AI summaries, call analysis, coaching insights, forecasting support, and surfacing risks or next steps from conversations.
- [Clari](https://www.g2.com/products/clari/reviews) -- users describe AI-assisted forecasting, predictive views, and pipeline signals that help sales teams understand deal progress and expected outcomes.
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- reviewers often cite AI-driven lead scoring, opportunity insights, automation, and reporting that support sales productivity.
- [Substrata](https://www.g2.com/products/substrata-substrata/reviews) -- recent reviews emphasize AI-generated insights from conversations, buyer intent signals, and guidance that supports prioritization and deal strategy.


### What is sales analytics software?
Sales analytics software helps teams organize and interpret sales activity, pipeline movement, customer interactions, and performance trends in one place. Across recent reviews in this category, users consistently describe these tools as a way to replace scattered spreadsheets and disconnected systems with clearer visibility into deals, forecasts, tasks, and team activity. Common use cases include tracking leads and opportunities, monitoring dashboards and reports, reviewing customer conversations, and identifying where follow-up or coaching is needed. Review themes also show that buyers value automation, centralized data, and easier reporting, while often noting that setup, customization, or learning the interface can take time depending on the product.


### How do teams use AI and automation in sales analytics?
According to verified users, teams most often use AI and automation in sales analytics to reduce manual work and surface clearer next steps. Recent reviews repeatedly mention automated follow-ups, task reminders, call summaries, forecasting support, lead scoring, and faster access to account history or pipeline changes. Users also describe AI helping analyze customer conversations, identify risk signals, summarize meetings, and highlight where reps may need coaching. At the same time, reviews show a common theme that these features work best when the underlying data is organized well. Buyers often value the time savings and visibility, but they also mention a learning curve when adopting more advanced workflows, dashboards, or AI-driven insights.