# Best Sales Analytics Software for Medium-Sized Businesses - Page 3

*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 (24,674 reviews) | AI-native pipeline analytics inside Salesforce | "[Agentforce Sales Streamlines Lead Management with Clear Visibility and Automation](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13129716)" |
| 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,276 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 (3,048 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 (1,096 reviews) | Conversation intelligence for buyer intent signals | "[Caught a silent deal-breaker using Q for Email and SoundWave](https://www.g2.com/survey_responses/substrata-review-13135490)" |
| 7 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,031 reviews) | Outbound sales activity tracking with unified communications | "[Easy Setup, Seamless Email Integration, and Responsive Support](https://www.g2.com/survey_responses/close-review-13148546)" |
| 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 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,834 reviews) | Zoho-native pipeline analytics with Blueprint-enforced data | "[Zoho is the read deal](https://www.g2.com/survey_responses/zoho-crm-review-13048075)" |
| 10 | [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)" |


## 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 23, 2026*


## How Does G2 Rank Sales Analytics Software Products?

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

- 30 Analysts and Data Experts
- 120,700+ 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. [sales-i](https://www.g2.com/products/sales-i/reviews)
sales-i is revenue intelligence software built for sales teams in manufacturing, wholesale, and distribution. Most sales teams in these industries struggle with a lack of visibility into customer buying behavior. sales-i connects to your ERP system and analyzes sales data automatically. It highlights buying patterns, shows where customers have stopped buying, and flags new opportunities. Reps get real-time alerts to act quickly. They can see account insights and create ready-to-use sales decks before meetings. With sales-i, your team can focus on the right accounts, protect revenue, and find new ways to grow.


**Average Rating:** 4.3/5.0
**Total Reviews:** 131
**How Do G2 Users Rate sales-i?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.4/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 7.1/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.2/10 (Category avg: 8.7/10)

**Who Is the Company Behind sales-i?**

- **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai)
- **Year Founded:** 2004
- **HQ Location:** Cupertino, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/17345/ (570 employees on LinkedIn®)
- **Phone:** +1 (408) 454-6900

**Who Uses This Product?**
- **Who Uses This:** Sales Manager, Account Executive
- **Top Industries:** Building Materials, Business Supplies and Equipment
- **Company Size:** 53% Mid-Market, 41% Small-Business



#### What Are Recent G2 Reviews of sales-i?

**"[Easy access to customer sales](https://www.g2.com/survey_responses/sales-i-review-5122404)"**

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

[Read full review](https://www.g2.com/survey_responses/sales-i-review-5122404)

---

**"[Top professionals with an excellent product!](https://www.g2.com/survey_responses/sales-i-review-4970685)"**

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

[Read full review](https://www.g2.com/survey_responses/sales-i-review-4970685)

---



### 2. [SetSail](https://www.g2.com/products/setsail/reviews)
SetSail is the AI analyst for revenue teams. Built on your sales data and tuned to your sales process, SetSail delivers timely, actionable insights that help go-to-market teams sell smarter.


**Average Rating:** 4.6/5.0
**Total Reviews:** 126
**How Do G2 Users Rate SetSail?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.4/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 9.2/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind SetSail?**

- **Seller:** [SetSail](https://www.g2.com/sellers/setsail)
- **Year Founded:** 2018
- **HQ Location:** San Mateo, CA
- **Twitter:** @setsail (212 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/35627662/ (15 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Sales Development Representative, Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 43% Mid-Market, 39% Enterprise


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

**Pros:**

- Daily Use (1 reviews)
- Ease of Use (1 reviews)
- Efficiency (1 reviews)
- Helpful (1 reviews)
- Motivation (1 reviews)



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

**Pros:**

- Users find SetSail to be **perfect for daily activity tracking** , enhancing team motivation through its engaging leaderboard.
- Users find SetSail to be **easy to use** , making daily activity tracking straightforward and motivating.
- Users find that SetSail enhances **efficiency** in tracking daily activities, motivating teams through its leaderboard feature.
- Users find SetSail's **activity tracking and leaderboard** motivates them to enhance their performance effectively.
- Users value the **motivating leaderboard** in SetSail, encouraging daily activity and team engagement.


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

**"[Boosting Sales and Efficiency with SetSail](https://www.g2.com/survey_responses/setsail-review-9978676)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Information Technology and Services*

[Read full review](https://www.g2.com/survey_responses/setsail-review-9978676)

---

**"[Changed the way I look at daily tasks](https://www.g2.com/survey_responses/setsail-review-7468207)"**

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

[Read full review](https://www.g2.com/survey_responses/setsail-review-7468207)

---


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

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

### 3. [Recapped.io](https://www.g2.com/products/recapped-io/reviews)
Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the same page.


**Average Rating:** 4.6/5.0
**Total Reviews:** 177
**How Do G2 Users Rate Recapped.io?**

- **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:** 9.0/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind Recapped.io?**

- **Seller:** [Recapped.io](https://www.g2.com/sellers/recapped-io)
- **Year Founded:** 2018
- **HQ Location:** New York
- **Twitter:** @GetRecapped (175 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18194833/ (12 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:** 46% Mid-Market, 44% Small-Business


#### What Are Recapped.io's Pros and Cons?

**Pros:**

- Ease of Use (14 reviews)
- Centralization (6 reviews)
- Customization (6 reviews)
- Sales Process (6 reviews)
- Helpful (5 reviews)

**Cons:**

- Editing Issues (2 reviews)
- Branding Issues (1 reviews)
- Change Management (1 reviews)
- Complex UI (1 reviews)
- Difficult Customization (1 reviews)


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

**Pros:**

- Users appreciate the **ease of use** of Recapped.io, enjoying its seamless integration and interactive features for sales processes.
- Users value the **centralized communication** in Recapped.io, enhancing collaboration and streamlining sales processes effectively.
- Users value the **customization options** of Recapped.io, enabling tailored solutions for their unique sales processes.
- Users highlight the **collaborative sales process** of Recapped.io, enhancing communication and organization throughout sales cycles.
- Users value the **helpful centralization of communication** in Recapped.io, enhancing collaboration throughout the sales lifecycle.

**Cons:**

- Users find **editing issues** in Recapped.io, like non-chronological date rearrangement and limited table configurations, frustrating.
- Users desire **white-labeled invites** for MAP, as current branding affects professionalism and user experience.
- Users note that **due date changes don't automatically re-arrange** , requiring manual adjustments for better organization.
- Users find the **complex UI** of Recapped.io makes navigation difficult and hampers their overall experience.
- Users find **difficult customization** in Recapped.io limits their ability to configure tables easily compared to Excel.

#### What Are Recent G2 Reviews of Recapped.io?

**"[New user to Recapped.io](https://www.g2.com/survey_responses/recapped-io-review-10776432)"**

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

[Read full review](https://www.g2.com/survey_responses/recapped-io-review-10776432)

---

**"[Great Product, Outstanding Customer Service](https://www.g2.com/survey_responses/recapped-io-review-10914974)"**

**Rating:** 5.0/5.0 stars
*— Luke G.*

[Read full review](https://www.g2.com/survey_responses/recapped-io-review-10914974)

---


#### What Are G2 Users Discussing About Recapped.io?

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

### 4. [Airspeed](https://www.g2.com/products/glyphic-airspeed/reviews)
Airspeed is a type of B2B AI software solution designed to assist modern revenue teams in enhancing their sales processes. By leveraging artificial intelligence, Airspeed addresses the critical gap between sales activities and their execution, enabling teams to derive actionable insights from customer conversations. This innovative platform is tailored for sales representatives, managers, and revenue leaders at growing B2B companies, focusing on improving visibility, consistency, and overall deal outcomes. The primary audience for Airspeed includes sales professionals who are looking to streamline their workflows and enhance their performance through data-driven insights. The software is particularly beneficial for teams that engage in complex sales processes, where understanding customer interactions is crucial for success. By automating the capture and analysis of customer conversations throughout the sales funnel, Airspeed transforms these interactions into reliable CRM data, insights, and workflows, making it easier for teams to manage their pipelines effectively. Key features of Airspeed include an intuitive dashboard that allows users to oversee their sales pipeline, manage follow-ups, and conduct forecasting and deal close analysis. The platform provides win/loss insights that help teams understand the factors influencing their success or failure in closing deals. Additionally, Airspeed offers AI-supported coaching, which can guide sales reps in refining their approaches based on real customer feedback. The configurable AI agents adapt to a team’s specific go-to-market (GTM) strategies, ensuring that the insights generated are relevant and actionable. One of the standout benefits of Airspeed is its ability to significantly reduce the time sales teams spend on administrative tasks. By automating data entry and analysis, sales professionals can focus more on executing deals with confidence. The platform enhances data quality, minimizes manual work, and provides clear visibility into deal health and potential risks. This leads to improved forecasting accuracy, smoother transitions between team members, and a more strategic approach to selling, all driven by genuine customer interactions. Overall, Airspeed empowers sales teams to operate more efficiently and effectively in a competitive B2B landscape.


**Average Rating:** 4.9/5.0
**Total Reviews:** 64
**How Do G2 Users Rate Airspeed?**

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

**Who Is the Company Behind Airspeed?**

- **Seller:** [Airspeed](https://www.g2.com/sellers/airspeed-2026-06-25)
- **Company Website:** https://www.goairspeed.com/
- **Year Founded:** 2022
- **HQ Location:** London, GB
- **Twitter:** @GlyphicAI (99 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/go-airspeed/ (40 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 61% Mid-Market, 36% Small-Business


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

**Pros:**

- Ease of Use (7 reviews)
- Time-saving (7 reviews)
- Accuracy (5 reviews)
- Features (5 reviews)
- Helpful (5 reviews)

**Cons:**

- Inaccuracy (3 reviews)
- Integration Issues (2 reviews)
- Recording Issues (2 reviews)
- AI Limitations (1 reviews)
- Complexity (1 reviews)


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

**Pros:**

- Users find Glyphic's **ease of use** exceptional, enhancing productivity and simplifying meeting management effortlessly.
- Users benefit from the **time-saving capabilities** of Glyphic, enhancing efficiency in their daily administrative tasks and meetings.
- Users praise Glyphic for its **high accuracy of insights** , enhancing sales communication and overall effectiveness.
- Users appreciate the **seamless integration** of Glyphic with their sales processes, boosting efficiency and engagement significantly.
- Users value Glyphic for its **conversation intelligence** and actionable insights, enhancing communication and boosting sales effectiveness.

**Cons:**

- Users experience **inaccuracy issues** with Airspeed, particularly with transcripts and AI features affecting usability.
- Users face **integration issues** with Airspeed due to limited API access and lack of detailed transcript downloads.
- Users report **recording issues** with Airspeed, impacting their ability to take accurate notes during client meetings.
- Users note the **AI's occasional inaccuracies** in sentiment and closing strategies, hoping for improvements with more usage.
- Users find the **complexity of company tagging** in Airspeed occasionally cumbersome during calls with guests.

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

**"[Effortless way to build team connection](https://www.g2.com/survey_responses/airspeed-review-13134861)"**

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

[Read full review](https://www.g2.com/survey_responses/airspeed-review-13134861)

---

**"[Lightning-Fast Transcriptions and AI Notes That Save Time](https://www.g2.com/survey_responses/airspeed-review-13108219)"**

**Rating:** 5.0/5.0 stars
*— Luis F.*

[Read full review](https://www.g2.com/survey_responses/airspeed-review-13108219)

---



### 5. [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews)
Constant Contact Advanced Automation helps you send the right message at the right time. From Social to SMS and email to ecommerce, we deliver tools to help you build deeper relationships with your audience. Our powerful digital marketing platform helps you be more efficient with your marketing so you can focus on your building your business. Engage Your Audience where They are with Multi-Channel Campaigns - Create comprehensive marketing campaigns with just a few clicks. Our Campaign Builder tool will help you launch a multi-channel campaign across email, social, and SMS to help you achieve your goals. Get Started Fast With Pre-Built Automation Templates - Setup your automations quickly with pre-built automation templates to help you send timely SMS and email messages. Easily Manage Your Contacts - Manage customer segments automatically using customer tags. Then, trigger automations based on how customers engage with your businesses. Automate Your Messaging - Deliver timely, relevant content with SMS and email marketing automation using our drag-and-drop Automation Path Builder. Make sure that your audience receives the right message, at the right time: automatically. Learn more at www.constantcontact.com


**Average Rating:** 4.4/5.0
**Total Reviews:** 938
**How Do G2 Users Rate Constant Contact Advanced Automation?**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Data Segmentation:** 9.1/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 9.3/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind Constant Contact Advanced Automation?**

- **Seller:** [Constant Contact](https://www.g2.com/sellers/constant-contact-5aaee82b-8325-4eeb-b7b7-15fada778076)
- **Year Founded:** 1995
- **HQ Location:** Waltham, US
- **Twitter:** @ConstantContact (67,137 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/constant-contact/ (1,147 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Owner, Marketing Manager
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 80% Small-Business, 17% Mid-Market


#### What Are Constant Contact Advanced Automation's Pros and Cons?

**Pros:**

- Ease of Use (49 reviews)
- Email Marketing (35 reviews)
- Automation (31 reviews)
- Time-saving (27 reviews)
- Automation Features (25 reviews)

**Cons:**

- Limited Customization (21 reviews)
- Missing Features (20 reviews)
- Limited Features (19 reviews)
- Automation Issues (9 reviews)
- Editing Issues (9 reviews)


### What Do G2 Reviewers Say About Constant Contact Advanced Automation?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Constant Contact Advanced Automation, making email marketing simple and efficient.
- Users appreciate the **automatic posting and email automation** features of Constant Contact, streamlining their workflow efficiently.
- Users love the **automation features** of Constant Contact, making email management effortless during busy times.
- Users find the **time-saving automation** of Constant Contact invaluable for managing email sequences effortlessly.
- Users appreciate the **advanced automation tools** for seamless cold outreach and effective lead nurturing.

**Cons:**

- Users find that the **limited customization** options hinder their ability to fully tailor the automation features.
- Users express frustration with the **missing features** in Constant Contact's Advanced Automation, impacting customization and editing capabilities.
- Users find the **limited features** of Constant Contact Advanced Automation restrict workflow customization and deeper analytics.
- Users find the **automation issues** in Constant Contact Advanced Automation hinder effective workflow management and limit functionality.
- Users experience **editing issues** with Constant Contact, facing frustration from glitches and limited customization options.

#### What Are Recent G2 Reviews of Constant Contact Advanced Automation?

**"[Simple, All-in-One Marketing Platform with Easy Email Campaigns](https://www.g2.com/survey_responses/constant-contact-advanced-automation-review-11542733)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Oil & Energy*

[Read full review](https://www.g2.com/survey_responses/constant-contact-advanced-automation-review-11542733)

---

**"[Easy Set-Up, Multi-Domain Capability](https://www.g2.com/survey_responses/constant-contact-advanced-automation-review-8969236)"**

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

[Read full review](https://www.g2.com/survey_responses/constant-contact-advanced-automation-review-8969236)

---


#### What Are G2 Users Discussing About Constant Contact Advanced Automation?

- [What is SharpSpring used for?](https://www.g2.com/discussions/what-is-sharpspring-used-for)
- [How do I cancel SharpSpring?](https://www.g2.com/discussions/how-do-i-cancel-sharpspring) - 1 comment
- [How much does SharpSpring cost?](https://www.g2.com/discussions/how-much-does-sharpspring-cost) - 1 comment, 1 upvote
- [Is SharpSpring a CRM?](https://www.g2.com/discussions/is-sharpspring-a-crm) - 1 comment
- [What is SharpSpring?](https://www.g2.com/discussions/what-is-sharpspring) - 2 comments

### 6. [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews)
Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry.


**Average Rating:** 4.3/5.0
**Total Reviews:** 910
**How Do G2 Users Rate Pipeline CRM?**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.7/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 9.0/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.3/10 (Category avg: 8.7/10)

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

- **Seller:** [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm)
- **Company Website:** https://pipelinecrm.com/
- **Year Founded:** 2006
- **HQ Location:** Seattle, WA
- **Twitter:** @PipelineDeals (2,861 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1073626/ (28 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Manager, President
- **Top Industries:** Construction, Marketing and Advertising
- **Company Size:** 65% Small-Business, 27% Mid-Market


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

**Pros:**

- Ease of Use (9 reviews)
- Intuitive (6 reviews)
- Pipeline Management (6 reviews)
- Customer Management (5 reviews)
- Customer Support (5 reviews)

**Cons:**

- Limited Features (7 reviews)
- Limited Customization (6 reviews)
- Integration Issues (5 reviews)
- Missing Features (4 reviews)
- Slow Performance (3 reviews)


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

**Pros:**

- Users praise the **ease of use** in Pipeline CRM, making it quick to learn and enhancing productivity.
- Users value the **intuitive interface** of Pipeline CRM, enhancing organization and efficiency with minimal training required.
- Users appreciate the **organized approach** of Pipeline CRM, allowing seamless management and tracking of leads and deals.
- Users appreciate the **user-friendly interface** of Pipeline CRM, making team onboarding and client management quick and efficient.
- Users highlight the **responsive customer support** of Pipeline CRM, appreciating quick assistance for their queries.

**Cons:**

- Users find the **limited features** of Pipeline CRM hinder deep integrations and automation options, impacting overall effectiveness.
- Users find the **limited customization** options of Pipeline CRM inadequate for complex sales processes, hindering its effectiveness.
- Users face **integration issues** with Pipeline CRM, limiting functionality and causing challenges with third-party app connectivity.
- Users identify **missing features** , particularly in the mobile app and integration capabilities, limiting automation and syncing options.
- Users face **slow performance** with Pipeline CRM, especially during updates and due to limited third-party integrations.

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

**"[Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)"**

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

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)

---

**"[Sales-Focused, Easy-to-Use CRM with Strong Pipeline Customization and Reporting](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Oil & Energy*

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)

---


#### What Are G2 Users Discussing About Pipeline CRM?

- [What is Pipeline CRM used for?](https://www.g2.com/discussions/what-is-pipeline-crm-used-for)

### 7. [Veloxy](https://www.g2.com/products/veloxy/reviews)
Veloxy is a revenue growth system that multiplies and accelerates your selling activities while eliminating non-selling activities that cost you time and money. It's one integrated sales platform that gives your essential sales capabilities — sales engagement, sales enablement, sales productivity, and Salesforce adoption — a single touchpoint across all devices to help you close more deals and generate more leads. 1,000's of field sales reps, inside sales reps, and sales managers are transforming sales departments into real revenue centers with Veloxy.


**Average Rating:** 4.7/5.0
**Total Reviews:** 208
**How Do G2 Users Rate Veloxy?**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Data Segmentation:** 9.0/10 (Category avg: 8.6/10)
- **Interactive Dashboards:** 9.2/10 (Category avg: 8.7/10)

**Who Is the Company Behind Veloxy?**

- **Seller:** [Veloxy](https://www.g2.com/sellers/veloxy)
- **Year Founded:** 2015
- **HQ Location:** Pleasanton, California
- **LinkedIn® Page:** https://www.linkedin.com/company/6439980/ (8 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Business Account Executive, Regional Sales Manager
- **Top Industries:** Telecommunications, Information Technology and Services
- **Company Size:** 60% Enterprise, 27% Mid-Market


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

**Pros:**

- Automation (1 reviews)
- Business Management (1 reviews)
- Customizability (1 reviews)
- Customization (1 reviews)
- Ease of Use (1 reviews)

**Cons:**

- Battery Issues (1 reviews)
- Editing Issues (1 reviews)
- Inaccurate Data (1 reviews)
- Lead Management (1 reviews)
- Lead Management Issues (1 reviews)


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

**Pros:**

- Users enjoy the **automation features** of Veloxy, enhancing call management and efficiency in Salesforce updates.
- Users praise Veloxy for its **game-changing mobile app** that enhances call management and productivity effectively.
- Users value the **customizability** of Veloxy, enabling efficient call management and agile note-taking for Salesforce.
- Users benefit from the **customization options** in Veloxy, which enhance productivity and streamline call management.
- Users find the **ease of use** of Veloxy enhances productivity, streamlining call management and Salesforce updates.

**Cons:**

- Users experience frustrating **battery issues** with Veloxy, impacting lead status updates and causing app glitches.
- Users face **editing issues** with Veloxy, struggling to change lead statuses and experiencing app glitches during use.
- Users experience **inaccurate data** issues, preventing proper lead status updates and causing app glitches during email actions.
- Users experience **status update issues** with leads in Veloxy, causing frustration and glitches during email actions.
- Users experience **lead management issues** with Veloxy, as status changes and emails often fail to function properly.

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

**"["Game Changer."](https://www.g2.com/survey_responses/veloxy-review-9552005)"**

**Rating:** 5.0/5.0 stars
*— Shane W.*

[Read full review](https://www.g2.com/survey_responses/veloxy-review-9552005)

---

**"[Very well developed platform](https://www.g2.com/survey_responses/veloxy-review-8012546)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Education Management*

[Read full review](https://www.g2.com/survey_responses/veloxy-review-8012546)

---


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

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

### 8. [Zilliant](https://www.g2.com/products/zilliant/reviews)
Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. With Zilliant for Pricing, companies can: 1) Improve Margins through Optimized Pricing: Create a single source of truth for pricing to react quickly to market fluctuations and determine the best pricing strategy 2) Deliver Pricing Across Every Buying Channel: Ensure optimized list and customer-specific pricing is consistent across direct sales, partners, and self-service 3) Close Deals Faster while Increasing Financial Control: Provide guardrails for sales and customers to close their own deals that deliver pricing within corporate strategy guidelines Improve Win Rates with AI-Driven Deal Opportunities: Bring together pricing data, sales workflows and AI to identify and execute on time-sensitive, cross-sell and upsell opportunities Zilliant's solutions include: • Zilliant Price Management & Optimization - Gain control and speed with the right price while improving margins • Zilliant Revenue Intelligence - Transform insights into sales actions to accelerate revenue • Zilliant CPQ - Streamline the sales process to win deals and improve buying experiences


**Average Rating:** 4.4/5.0
**Total Reviews:** 59
**How Do G2 Users Rate Zilliant?**

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

**Who Is the Company Behind Zilliant?**

- **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant)
- **Year Founded:** 1999
- **HQ Location:** Austin, TX
- **Twitter:** @zilliant (3,351 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/zilliant (174 employees on LinkedIn®)
- **Phone:** +1 512-531-8503

**Who Uses This Product?**
- **Company Size:** 46% Enterprise, 38% Mid-Market


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

**Pros:**

- Pricing Optimization (4 reviews)
- Accuracy (1 reviews)
- Customer Support (1 reviews)
- Data Accuracy (1 reviews)
- Dynamic Pricing (1 reviews)

**Cons:**

- AI Limitations (1 reviews)
- Change Management (1 reviews)
- Complex Implementation (1 reviews)
- Confusion (1 reviews)
- Difficult Learning Process (1 reviews)


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

**Pros:**

- Users value the **streamlined pricing strategies** of Zilliant, enhancing decision-making and accuracy in pricing management.
- Users value the **accuracy** of Zilliant, ensuring reliable pricing decisions and streamlined configurations.
- Users value the **responsive customer support** of Zilliant, providing expertise and assistance whenever needed.
- Users value the **data accuracy** of Zilliant, ensuring reliable pricing and streamlined decision-making processes.
- Users value the **dynamic pricing accuracy** of Zilliant, enhancing decision-making with real-time insights and simplicity.

**Cons:**

- Users feel the need for improved **AI integration** in Zilliant to enhance functionality and effectiveness.
- Users experience a **constant state of change** with Zilliant, lacking a clear roadmap and relevant use cases.
- Users find the **complex implementation** of Zilliant requires more programming expertise than necessary, hindering usability.
- Users experience **confusion** due to constant changes and unclear roadmaps, lacking relevant use cases for CPQ.
- Users find the **difficult learning process** of Zilliant challenging due to excessive programming requirements.

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

**"[Data and science driven products to ensure pricing performance](https://www.g2.com/survey_responses/zilliant-review-10463359)"**

**Rating:** 5.0/5.0 stars
*— Julien O.*

[Read full review](https://www.g2.com/survey_responses/zilliant-review-10463359)

---

**"[Streamlines Pricing Strategies and Enhances Decision Making](https://www.g2.com/survey_responses/zilliant-review-11935975)"**

**Rating:** 4.5/5.0 stars
*— charlotte s.*

[Read full review](https://www.g2.com/survey_responses/zilliant-review-11935975)

---


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

- [How do you use Zilliant?](https://www.g2.com/discussions/how-do-you-use-zilliant)
- [What is software pricing?](https://www.g2.com/discussions/what-is-software-pricing)
- [How much does zilliant cost?](https://www.g2.com/discussions/how-much-does-zilliant-cost)
- [What does Zilliant do?](https://www.g2.com/discussions/what-does-zilliant-do)

### 9. [DemandFarm](https://www.g2.com/products/demandfarm/reviews)
DemandFarm's Key Account Management software suite is purpose-built to help you unlock the full revenue potential of your strategic accounts. DemandFarm gives sales leaders and account managers everything they need to build strategic relationships, uncover expansion revenue blind spots, and close large complex deals faster. A peek into the world’s favorite strategic account management software suite: - Sales account planning software to simplify & standardize account plans - Relationship mapping software to visualize complex account hierarchies - Opportunity management software to boost adoption of any sales methodology and accelerate deal velocity Since 2016, DemandFarm has helped 250+ global organizations like DHL, Zebra Technologies, TaskUs, HCLTech and Belden spot growth opportunities in their key accounts, visualize key relationships, boost upsell and cross-sell revenue, win large deals, and centralize key account intelligence.


**Average Rating:** 4.4/5.0
**Total Reviews:** 45
**How Do G2 Users Rate DemandFarm?**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Data Segmentation:** 7.1/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind DemandFarm?**

- **Seller:** [Demand Farm](https://www.g2.com/sellers/demand-farm)
- **Year Founded:** 2016
- **HQ Location:** NY, New York
- **Twitter:** @demandfarm (3,314 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/demandfarm (45 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 58% Mid-Market, 33% Enterprise



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

**"[Account Manager Tools for Key Accounts](https://www.g2.com/survey_responses/demandfarm-review-8241749)"**

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

[Read full review](https://www.g2.com/survey_responses/demandfarm-review-8241749)

---

**"[DemandFarm is a useful tool for strategic selling](https://www.g2.com/survey_responses/demandfarm-review-7968562)"**

**Rating:** 4.5/5.0 stars
*— Timothy C.*

[Read full review](https://www.g2.com/survey_responses/demandfarm-review-7968562)

---



### 10. [Coevera](https://www.g2.com/products/coevera/reviews)
Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.


**Average Rating:** 4.6/5.0
**Total Reviews:** 444
**How Do G2 Users Rate Coevera?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Data Segmentation:** 9.0/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 9.3/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10)

**Who Is the Company Behind Coevera?**

- **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc)
- **Company Website:** https://www.coevera.com
- **Year Founded:** 2007
- **HQ Location:** Los Angeles, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/2067987/ (122 employees on LinkedIn®)
- **Phone:** (888) 843-6699

**Who Uses This Product?**
- **Who Uses This:** President, Director
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 71% Small-Business, 23% Mid-Market


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

**Pros:**

- Ease of Use (13 reviews)
- Easy Tracking (7 reviews)
- Helpful (7 reviews)
- User Interface (7 reviews)
- User-Friendly (6 reviews)

**Cons:**

- Limited Customization (6 reviews)
- Expensive (5 reviews)
- Complexity (4 reviews)
- Integration Issues (3 reviews)
- Learning Curve (3 reviews)


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

**Pros:**

- Users love the **ease of use** of Coevera, appreciating its intuitive interface and seamless functionality for daily tasks.
- Users value the **easy tracking** of deals through the intuitive visual sales pipeline, enhancing process management significantly.
- Users praise **streamlined lead generation** with Coevera, enhancing productivity and providing clear insights on opportunities.
- Users praise the **highly visual and intuitive interface** of Coevera, facilitating quick tracking of deals and performance.
- Users appreciate the **user-friendly interface** of Coevera, enjoying its intuitive design and easy navigation for daily tasks.

**Cons:**

- Users find **limited customization** options in Coevera, which hampers organization and flexibility in document management.
- Users find Coevera to be **expensive** , making it difficult for small businesses to afford the service.
- Users find the **complexity** of Coevera challenging, especially regarding deployment and managing features effectively.
- Users express frustration over **integration issues** , limiting flexibility and making usage less seamless with other tools.
- Users find the **learning curve steep** initially due to the complexity of features and limited customization options.

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

**"[Handling Consultation Activities and Follow Up Tracking Feels More Structured](https://www.g2.com/survey_responses/coevera-review-12886493)"**

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

[Read full review](https://www.g2.com/survey_responses/coevera-review-12886493)

---

**"[The real value showed up when I stopped using it like a database](https://www.g2.com/survey_responses/coevera-review-13022665)"**

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

[Read full review](https://www.g2.com/survey_responses/coevera-review-13022665)

---


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

- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for)
- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment

### 11. [goodmeetings](https://www.g2.com/products/goodmeetings/reviews)
Goodmeetings is an AI-powered Meeting Insights & Automation Platform that transforms customer-facing revenue teams into productive high-performance units. Sales and customer success teams can focus solely on customers during meetings, while the Goodmeetings AI meeting wizard handles the rest. Goodmeetings records, transcribes and generate AI-powered Human-level notes, action items which are pushed into Email, Slack and CRM. With Goodmeetings, revenue and product teams can easily search for specific recordings, browse through summaries, topic mentions, behaviours & sentiment, and scan AI-picked video reel of Moments that matter. Teams can review hours of meetings in minutes, and collaborate by sharing coachable moments and customer feedback with the team and assigning actions. Sales and Customer Succes Leaders get full and crisp visibility on customer conversations and can save deals/accounts at risk proactively by reviewing summaries and Moments that Matter. Leaders can now coach their team on the right actions and behaviors armed with meeting insights and develop winning playbooks. G2 Users have rated Goodmeetings as one of the Top 50 Sales Software for 2023. In addition, Goodmeeings also features as a - High Perfomer: - Momentum Leader For more information, visit https://goodmeetings.ai


**Average Rating:** 4.7/5.0
**Total Reviews:** 70
**How Do G2 Users Rate goodmeetings?**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.1/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 7.5/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 7.9/10 (Category avg: 8.7/10)

**Who Is the Company Behind goodmeetings?**

- **Seller:** [Kharavela Technologies](https://www.g2.com/sellers/kharavela-technologies)
- **Year Founded:** 2021
- **HQ Location:** Bengaluru, IN
- **Twitter:** @GoodmeetingsAI (64 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/goodmeetings/ (14 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 68% Small-Business, 28% Mid-Market


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

**Pros:**

- Ease of Use (10 reviews)
- Team Collaboration (7 reviews)
- Convenience (4 reviews)
- Navigation Ease (3 reviews)
- Reliability (3 reviews)

**Cons:**

- Limited Integrations (6 reviews)
- Limited Features (5 reviews)
- Missing Features (5 reviews)
- User Interface (4 reviews)
- Integration Issues (3 reviews)


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

**Pros:**

- Users appreciate the **ease of use** of Goodmeetings, facilitating effortless meeting data capture and analysis.
- Users love the **seamless team collaboration** facilitated by Goodmeetings, enhancing productivity and communication across multiple teams.
- Users value the **convenience** of easily recording and accessing meeting data for effective follow-up and analysis.
- Users appreciate the **navigation ease** of Goodmeetings, finding it intuitive for reviewing and engaging in discussions.
- Users love the **reliability** of goodmeetings, noting its stability and hassle-free experience for recordings and insights.

**Cons:**

- Users are hoping for more **integration options** in the future to enhance flexibility and functionality.
- Users find the **limited features** of goodmeetings somewhat restrictive, particularly in real-time call interactions.
- Users express concerns about **missing features** , like integration and UI improvements, affecting overall usability.
- Users note that the **user interface could be improved** , impacting overall usability and user experience in Goodmeetings.
- Users face **integration issues** with goodmeetings, highlighting the need for better compatibility with CRM platforms.

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

**"[Best Meeting notetaker !](https://www.g2.com/survey_responses/goodmeetings-review-9637736)"**

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

[Read full review](https://www.g2.com/survey_responses/goodmeetings-review-9637736)

---

**"[Great tool for analyzing user feedback](https://www.g2.com/survey_responses/goodmeetings-review-9071912)"**

**Rating:** 5.0/5.0 stars
*— Ajay S.*

[Read full review](https://www.g2.com/survey_responses/goodmeetings-review-9071912)

---


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

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


## 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.



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## 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.