# Best Sales Analytics Software for Medium-Sized Businesses - Page 4

## How Many Sales Analytics Software Products Does G2 Track?

**Total Products under this Category:** 204

### 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 (+1.83%) - Among all products in this category, Akoonu RevWorks recorded the largest rating increase compared to last month

_Last updated: July 27, 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
- 204+ Products
- Unbiased Rankings

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

## G2 Grid® for 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)

**Sponsored**

### SAP Sales Cloud

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=626&secure%5Bchosen_at%5D=2026-07-29T13%3A19%3A25Z&secure%5Bdisplayable_resource_id%5D=626&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=626&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&secure%5Bresource_id%5D=626&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-analytics%2Fmid-market%3Fpage%3D4&secure%5Btoken%5D=9d088453d9f10dcc9bfc3a85b00c5ac3c8a6b5000e7c14628c0bd9ade0f68028&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2025%2F01%2Fcc18428e-ee7e-0010-bca6-c68f7e60039b.html%3Fcampaigncode%3DCRM-YD25-CEX-407334%26source%3DSALES-click-campaign-G2&secure%5Burl_type%5D=custom_url)

### [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:** 926

#### 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: 8.7/10)
- **Opportunity Scoring:** 7.9/10 (Category avg: 8.3/10)
- **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:** unbounce.com
- **Year Founded:** 2009
- **HQ Location:** Vancouver
- **Twitter:** @unbounce  
72,651 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76598eff3f18a7c370a68f684b55dacfe22c6115b00daefcd8e2af6dd77e1a65&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F503432%2F&secure%5Burl_type%5D=linkedin_company_website)  
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, 21% Medium

#### 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)

### [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: 8.7/10)
- **Opportunity Scoring:** 8.2/10 (Category avg: 8.3/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=06e3a3b89365ba84db448d78a8c4705f1b38e60f74bdf05381c5cea9e2fdec5f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10858730&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 7% Small

#### 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)

### [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:** 1,198

#### 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: 8.7/10)
- **Opportunity Scoring:** 8.2/10 (Category avg: 8.3/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f531480627d021846a1bab97814f28776888079b40b7e07b52045e7d1e35c99&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffreshworks-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
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, 27% Medium

#### 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

### [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: 8.7/10)
- **Opportunity Scoring:** 10.0/10 (Category avg: 8.3/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=22a3bb6c67924ae5584eb81873c6e1628ca44e653800c7f6dbf723a1081c5775&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13200297%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Logistics and Supply Chain
- **Company Size:** 57% Medium, 32% Small

#### 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?

**["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)

**["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)

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

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

### [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: 8.7/10)
- **Opportunity Scoring:** 8.9/10 (Category avg: 8.3/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7394444244195361ceb6e2c02dab0bcbd6dc18af653f4d3d5966325dbbbf9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconga%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,116 employees on LinkedIn®
- **Phone:** (303) 465-1616

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 40% Small, 38% Medium

#### 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)

### [sales-i](https://www.g2.com/products/sales-i/reviews)

Sugar Predict 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. Sugar Predict 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 Sugar Predict 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: 8.7/10)
- **Opportunity Scoring:** 7.1/10 (Category avg: 8.3/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e1bd8f21728ff6dc10cd57d44fb253d9aab32e296ddc23af0d3f1996bafb6e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17345%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 41% Small

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

**["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)

**["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)

### [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:** 4.8/5.0

**Total Reviews:** 70

#### 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: 8.7/10)
- **Opportunity Scoring:** 10.0/10 (Category avg: 8.3/10)
- **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:** www.goairspeed.com
- **Year Founded:** 2022
- **HQ Location:** London, GB
- **Twitter:** @GlyphicAI  
99 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2cd6d83accabe03dbf8e1d563f1ca73beaec90abaf8425467b99c4b4276cf94&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgo-airspeed%2F&secure%5Burl_type%5D=linkedin_company_website)  
40 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 61% Medium, 37% Small

#### 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)

### [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: 8.7/10)
- **Opportunity Scoring:** 9.2/10 (Category avg: 8.3/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b1d4b33063800dcd3dd9638f95b96eead42ced1ba6fff5bfb3be39aa69129a91&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F35627662%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 39% Large

#### 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)

### [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: 8.7/10)
- **Opportunity Scoring:** 9.0/10 (Category avg: 8.3/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=09b13cefda51b129ae3cde462d0aa877766e5610ff59a14df046c0812fdd2aad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18194833%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 44% Small

#### 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?

**["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)

**["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)

#### 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

### [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: 8.7/10)
- **Opportunity Scoring:** 9.3/10 (Category avg: 8.3/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8b1f70774b20876cbd6f2e58e03d1e39c91352c8e3e3b2c4795aca37ecef11c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconstant-contact%2F&secure%5Burl_type%5D=linkedin_company_website)  
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, 17% Medium

#### 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

### [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: 8.7/10)
- **Opportunity Scoring:** 9.0/10 (Category avg: 8.3/10)
- **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:** pipelinecrm.com
- **Year Founded:** 2006
- **HQ Location:** Seattle, WA
- **Twitter:** @PipelineDeals  
2,861 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51b57ddc105ae995998f9c5821db49c5e8208a8a468e5e2c81c25c0619caee7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1073626%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Manager, President
- **Top Industries:** Construction, Marketing and Advertising
- **Company Size:** 65% Small, 27% Medium

#### 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)

### [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: 8.7/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8dd569f3e82b02a92894447db44e565e1e7e959dba6ccb431247dcdb36d69629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6439980%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Large, 27% Medium

#### 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)

### [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: 8.7/10)
- **Opportunity Scoring:** 8.5/10 (Category avg: 8.3/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cc4b9c491f6fe3c97b83190d99b36b1ea4a3cb927b699e91596222ca3c1ecaf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzilliant&secure%5Burl_type%5D=linkedin_company_website)  
174 employees on LinkedIn®
- **Phone:** +1 512-531-8503

#### Who Uses This Product?

- **Company Size:** 46% Large, 38% Medium

#### 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)

### [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: 8.7/10)
- **Opportunity Scoring:** 8.3/10 (Category avg: 8.3/10)
- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=23142d16c61dd1f4875d5b0551ae23bb5f1bd3c9a9cded5e522a64fb7adb3be4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdemandfarm&secure%5Burl_type%5D=linkedin_company_website)  
45 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 58% Medium, 33% Large

#### 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)

### [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: 8.7/10)
- **Opportunity Scoring:** 9.3/10 (Category avg: 8.3/10)
- **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:** www.coevera.com
- **Year Founded:** 2007
- **HQ Location:** Los Angeles, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=80e8a1f76d96cff448580607ff9bec73ce5f391a4a73ab5b041aeb685872c49e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2067987%2F&secure%5Burl_type%5D=linkedin_company_website)  
122 employees on LinkedIn®
- **Phone:** (888) 843-6699

#### Who Uses This Product?

- **Who Uses This:** Director, President
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 71% Small, 23% Medium

#### 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?

**["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)

**["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)

#### 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

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Similar Categories

- [CRM](/categories/crm)
- [Sales Compensation](/categories/sales-compensation)
- [AI Sales Assistant](/categories/ai-sales-assistant)
- [Auto Dialer](/categories/auto-dialer)
- [Contract Analytics](/categories/contract-analytics)

- [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm)
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[Browse Sales Analytics Themes](/categories/sales-analytics/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated 

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.

Show More

* * *

## 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.