# Best Sales Analytics Software for Small Business - Page 2 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall Sales Analytics category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Sales Analytics category. In addition to qualifying for inclusion in the Sales Analytics Software category, to qualify for inclusion in the Small Business Sales Analytics Software category, a product must have at least 10 reviews left by a reviewer from a small 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 (24,669 reviews) | AI-native pipeline analytics inside Salesforce | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,270 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 (3,045 reviews) | Visual pipeline analytics with deal-stage conversion tracking | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 5 | [Clari](https://www.g2.com/products/clari/reviews) | 4.6/5.0 (5,503 reviews) | Salesforce-native forecast inspection and pipeline analytics | "[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)" | | 6 | [Substrata](https://www.g2.com/products/substrata-substrata/reviews) | 4.9/5.0 (1,094 reviews) | Conversation intelligence for buyer intent signals | "[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)" | | 7 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,030 reviews) | Outbound sales activity tracking with unified communications | "[Intuitive All-in-One CRM That Keeps Sales Conversations Organized](https://www.g2.com/survey_responses/close-review-13106165)" | | 8 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (890 reviews) | SAP-native lead-to-cash pipeline analytics | "[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)" | | 9 | [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | 4.7/5.0 (3,410 reviews) | — | "[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)" | | 10 | [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) | 4.6/5.0 (845 reviews) | Visual deal-stage analytics replacing spreadsheet pipelines | "[Excellent CRM for Managing Business Leads Efficiently](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)" | ## G2 Grid® for Sales Analytics Software ![G2 Grid® for Sales Analytics Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-analytics/grids.png?focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=506&focus%5B%5D=128650&focus%5B%5D=3296&focus%5B%5D=24724&focus%5B%5D=1333617&focus%5B%5D=576) Highlighted products: HubSpot Sales Hub, Pipedrive, Agentforce Sales (formerly Salesforce Sales Cloud), Bigin by Zoho CRM, Close, Gong, Substrata, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-analytics/grids.json?focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=gong&focus%5B%5D=substrata-substrata&focus%5B%5D=zoho-crm&segment=small-business) ## 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 19, 2026* ## How Does G2 Rank Sales Analytics Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,600+ Authentic Reviews - 203+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### Zoho CRM Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. [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=2026-07-20T13%3A18%3A04Z&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=576&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%2Fsmall-business%3Fpage%3D2&secure%5Btoken%5D=62fe6418ce25317825793a97e15a286990d6476c93af0a85d8697f88c62fcfbe&secure%5Burl%5D=https%3A%2F%2Fwww.zoho.com%2Fcrm%2Fsignup.html%3Fplan%3Denterprise&secure%5Burl_type%5D=free_trial) --- ## What Are the Top-Rated Sales Analytics Software Products in 2026? ### 1. [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) Chorus by ZoomInfo is a software designed to enhance customer engagement and revenue team performance by capturing and analyzing interactions across phone calls, video meetings, and emails. The software provides automatic transcription, talk-to-listen ratio tracking, competitor mention detection, and deal progression analysis by leveraging AI-powered conversation intelligence. It automates the recording and analysis of every customer interaction and reduces the risk of overlooked details during discovery calls, product demonstrations, and negotiations. Chorus by ZoomInfo addresses inconsistent sales execution and missed coaching opportunities by identifying top-performer behaviors and surfacing at-risk deals from real conversation data. The software supports use cases including sales coaching, CRM-synced deal intelligence, and expansion opportunity identification for mid-market and enterprise sales, customer success, and business development teams. **Average Rating:** 4.5/5.0 **Total Reviews:** 3,395 **How Do G2 Users Rate GTM Studio - Powered by ZoomInfo?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.5/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind GTM Studio - Powered by ZoomInfo?** - **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706) - **Company Website:** https://www.zoominfo.com/ - **Year Founded:** 2000 - **HQ Location:** Vancouver, WA - **Twitter:** @ZoomInfo (23,515 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zoominfo/ (4,221 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 63% Mid-Market, 24% Enterprise #### What Are GTM Studio - Powered by ZoomInfo's Pros and Cons? **Pros:** - Features (27 reviews) - Lead Generation (26 reviews) - Ease of Use (25 reviews) - Data Accuracy (20 reviews) - Data Quality (19 reviews) **Cons:** - Expensive (16 reviews) - Data Inaccuracy (13 reviews) - Cost (11 reviews) - Learning Curve (10 reviews) - Complexity (9 reviews) ### What Do G2 Reviewers Say About GTM Studio - Powered by ZoomInfo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **accurate B2B contact data** and intuitive filtering options, enhancing targeted prospecting and campaign efficiency. - Users appreciate the **accuracy of data and intent signals** , enhancing their lead generation and targeting efforts effectively. - Users find **GTM Studio easy to use** , enhancing lead enrichment with simple segmentation and sorting options. - Users value the **reliable and accurate B2B contact data** from GTM Studio, enhancing campaign targeting and efficiency. - Users value the **reliable and accurate B2B contact data** offered by GTM Studio, enhancing their targeting and campaign efficiency. **Cons:** - Many users find the **pricing too high** for small teams, making it less accessible for their needs. - Users experience **data inaccuracy** , with outdated information and missing data for niche roles affecting reliability. - Users note that the **high pricing** may not be suitable for smaller teams with limited budgets. - Users find the **learning curve steep** initially due to the platform's complexity and extensive features. - Users find the **complex interface** of GTM Studio challenging initially, requiring training to navigate effectively. #### What Are Recent G2 Reviews of GTM Studio - Powered by ZoomInfo? **"[Amazing Platform That Helps Marketers Bridge the Gap with your Audience](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370) --- **"[Account Exectuive](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756)"** **Rating:** 5.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756) --- #### What Are G2 Users Discussing About GTM Studio - Powered by ZoomInfo? - [What impact has Chorus by ZoomInfo had on the enhancement of sales conversations and customer insights?](https://www.g2.com/discussions/what-impact-has-chorus-by-zoominfo-had-on-the-enhancement-of-sales-conversations-and-customer-insights) - [What is Chorus.ai used for?](https://www.g2.com/discussions/what-is-chorus-ai-used-for) - [What is ZoomInfo MarketingOS used for?](https://www.g2.com/discussions/what-is-zoominfo-marketingos-used-for) - [What are ZoomInfo scoops?](https://www.g2.com/discussions/what-are-zoominfo-scoops) - [What information does ZoomInfo provide?](https://www.g2.com/discussions/what-information-does-zoominfo-provide) ### 2. [Clari](https://www.g2.com/products/clari/reviews) Clari is a software designed to help organizations achieve predictable, scalable revenue growth by moving beyond fragmented sales applications and systems of record. The software provides pipeline risk detection, forecast accuracy, and aligned execution by leveraging tailor-built AI and continuous deal data signal capture. It automates proactive sales workflows and reduces the hours lost to disconnected insights and siloed decision-making. Clari addresses unreliable forecasting and misaligned revenue execution by unifying context and driving action across sales teams within a single Predictive Revenue System. The software supports use cases including revenue forecasting, pipeline management, and enterprise-scale go-to-market execution for customers such as Adobe, 3M, IBM, and Zoom. **Average Rating:** 4.6/5.0 **Total Reviews:** 5,503 **How Do G2 Users Rate Clari?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Clari?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,097 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 41% Enterprise #### What Are Clari's Pros and Cons? **Pros:** - Ease of Use (722 reviews) - Forecasting (486 reviews) - Features (365 reviews) - Salesforce Integration (326 reviews) - Helpful (287 reviews) **Cons:** - Limitations (186 reviews) - Limited Customization (150 reviews) - Learning Curve (147 reviews) - Missing Features (147 reviews) - Salesforce Integration (131 reviews) ### What Do G2 Reviewers Say About Clari? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Clari for forecasting, appreciating its intuitive interface and seamless updates. - Users appreciate the **ease of use** in Clari's Forecasting, allowing quick updates and excellent tracking against quotas. - Users appreciate Clari for its **real-time updates and seamless Salesforce integration** , enhancing workflow efficiency and visibility in sales opportunities. - Users find the **Salesforce integration** invaluable for streamlined data management and enhanced forecasting capabilities within Clari. - Users find Clari **incredibly helpful** for easy forecasting and effective revenue management, simplifying admin tasks significantly. **Cons:** - Users experience **customization limitations** with Clari, making it difficult to meet unique business needs effectively. - Users find **limited customization** in Clari, hindering tailored solutions for unique business needs and team insights. - Users experience a **steep learning curve** with Clari due to initial configuration and a confusing UI layout. - Users find **missing features** in Clari, with limitations in filtering, customization, and mobile app functionality affecting their experience. - Users experience **inconsistent Salesforce data reflection** in Clari, leading to confusion and potential errors in reporting. #### What Are Recent G2 Reviews of Clari? **"[Clari has met and exceed our expectations for our GTM Oganization](https://www.g2.com/survey_responses/clari-review-10775002)"** **Rating:** 4.0/5.0 stars *— Eric M.* [Read full review](https://www.g2.com/survey_responses/clari-review-10775002) --- **"[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)"** **Rating:** 5.0/5.0 stars *— Matt D.* [Read full review](https://www.g2.com/survey_responses/clari-review-12400239) --- #### What Are G2 Users Discussing About Clari? - [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment - [How is Groove, a Clari Company being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [How do I add groove to Gmail?](https://www.g2.com/discussions/how-do-i-add-groove-to-gmail) - 1 comment - [How much does groove cost?](https://www.g2.com/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote - [What groove means in music?](https://www.g2.com/discussions/what-groove-means-in-music) - 7 comments ### 3. [Xactly](https://www.g2.com/products/xactly/reviews) Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,081 **How Do G2 Users Rate Xactly?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.1/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.5/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Xactly?** - **Seller:** [Xactly](https://www.g2.com/sellers/xactly) - **Company Website:** https://www.xactlycorp.com - **Year Founded:** 2005 - **HQ Location:** San Jose, CA - **Twitter:** @Xactly (21,081 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/22530/ (897 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Enterprise, 37% Mid-Market #### What Are Xactly's Pros and Cons? **Pros:** - Ease of Use (182 reviews) - Compensation Management (60 reviews) - Features (49 reviews) - Automation (30 reviews) - Detailed Breakdown (30 reviews) **Cons:** - Not Intuitive (49 reviews) - Slow Loading (34 reviews) - Outdated UI (29 reviews) - Data Issues (27 reviews) - Difficult Navigation (25 reviews) ### What Do G2 Reviewers Say About Xactly? *AI-generated summary from verified user reviews* **Pros:** - Users find Xactly to be remarkably **easy to use** , thanks to its intuitive interface and efficient commission management. - Users appreciate the **speed and accuracy** of Xactly in managing compensation and tracking commission progress. - Users appreciate the **intuitive interface and comprehensive features** of Xactly, enhancing usability and performance tracking. - Users value the **automation and streamlining** of complex compensation processes with Xactly Incent's flexible solutions. - Users value the **ease of use and advanced data insights** from Xactly, facilitating commission management and team oversight. **Cons:** - Users find Xactly's interface **not intuitive** , facing difficulties with navigation and understanding essential functions. - Users face challenges with **slow loading** , experiencing delays and under-developed reporting that hinder overall efficiency. - Users find the **outdated UI** of Xactly unappealing, desiring a more modern and intuitive design for better usability. - Users express concerns about **timely data updates** , as reports often lag behind and create stress during month-end. - Users experience **difficult navigation** in Xactly, complicating access to reports and necessary information efficiently. #### What Are Recent G2 Reviews of Xactly? **"[Intuitive UI, Exceptional AI Features with Room for Analytics Improvement](https://www.g2.com/survey_responses/xactly-review-8239)"** **Rating:** 5.0/5.0 stars *— Amanda B.* [Read full review](https://www.g2.com/survey_responses/xactly-review-8239) --- **"[Automates Processes but Struggles with Complex Credit Assignments](https://www.g2.com/survey_responses/xactly-review-101319)"** **Rating:** 5.0/5.0 stars *— James A.* [Read full review](https://www.g2.com/survey_responses/xactly-review-101319) --- #### What Are G2 Users Discussing About Xactly? - [What is your experience regarding pricing and costs for Xactly Forecasting, and how does it compare to other forecasting tools?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-xactly-forecasting-and-how-does-it-compare-to-other-forecasting-tools) - [What is Xactly Incent used for?](https://www.g2.com/discussions/what-is-xactly-incent-used-for) - 1 comment - [What is Xactly Forecasting used for?](https://www.g2.com/discussions/what-is-xactly-forecasting-used-for) - [What is Xactly Sales Planning used for?](https://www.g2.com/discussions/what-is-xactly-sales-planning-used-for) - [What is xactly connect?](https://www.g2.com/discussions/what-is-xactly-connect) ### 4. [Jiminny](https://www.g2.com/products/jiminny/reviews) Jiminny is the conversation intelligence platform designed to help Revenue Leaders capture and analyze critical go-to-market insights across video, voice, and email. This innovative solution automates the integration of these insights into your CRM, enabling teams to make informed decisions and drive revenue growth effectively. Jiminny benefits the entire Revenue Team. For Sales Reps, it automates routine admin tasks, allowing them to focus more on selling and enhancing their performance. This not only streamlines their workflow but also increases their productivity, enabling them to close deals more efficiently. Managers benefit from Jiminny by gaining access to actionable insights that help them develop their teams, fostering an environment of continuous improvement and confidence-building. Executives can rely on Jiminny to provide a trustworthy source of data for making strategic, data-driven decisions. The platform transforms the CRM into a reliable launchpad for revenue growth, ensuring that leadership can track progress and identify areas for improvement with ease. This comprehensive approach to GTM conversation intelligence empowers all levels of the organization to work collaboratively towards revenue goals. Key features of Jiminny include its ability to analyze conversations in real-time, providing instant feedback and insights that can be acted upon immediately. The platform's fast onboarding process and user-friendly interface ensure that teams can quickly adapt and start reaping the benefits without significant downtime. Sell smarter, grow faster, and ultimately win more deals with Jiminny. The platform not only enhances individual performance but also cultivates a data-driven culture that supports sustained growth and success across the entire organization. **Average Rating:** 4.6/5.0 **Total Reviews:** 928 **How Do G2 Users Rate Jiminny?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Jiminny?** - **Seller:** [Jiminny](https://www.g2.com/sellers/jiminny) - **Company Website:** https://www.jiminny.com - **Year Founded:** 2016 - **HQ Location:** London, England - **Twitter:** @JiminnyInc (384 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10815921/ (60 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 63% Mid-Market, 31% Small-Business #### What Are Jiminny's Pros and Cons? **Pros:** - Helpful (77 reviews) - Ease of Use (67 reviews) - AI Summary (62 reviews) - Time-saving (60 reviews) - Call Recording (59 reviews) **Cons:** - Call Issues (40 reviews) - AI Inaccuracy (29 reviews) - Accuracy Issues (25 reviews) - AI Limitations (15 reviews) - Recording Issues (11 reviews) ### What Do G2 Reviewers Say About Jiminny? *AI-generated summary from verified user reviews* **Pros:** - Users love Jiminny for its **ease of use** and valuable insights, enhancing their sales processes effectively. - Users praise Jiminny for its **ease of use** , enhancing daily meetings with effortless navigation and automatic features. - Users value the **automated call summaries** from Jiminny, aiding in quick and effective conversation reviews. - Users find Jiminny to be a **time-saving tool** , streamlining call reviews and enhancing communication efficiency. - Users value the **effective call recording** features of Jiminny, enhancing review processes and providing actionable insights. **Cons:** - Users report **call issues** such as problems with recordings and challenging settings, impacting their overall experience. - Users report **AI inaccuracy** , with issues like incorrect word transcription and misinterpretation of conversation context. - Users experience **accuracy issues** with call transcriptions, often encountering incorrect words and misunderstandings in conversations. - Users find **inaccuracies with accents and languages** in Jiminny's AI, limiting its effectiveness for diverse users. - Users face **recording issues** with unpredictable processing times and limitations on adding recordings to internal calls. #### What Are Recent G2 Reviews of Jiminny? **"[Jiminny’s Excellent Recording and AI Chat Make Coaching a Breeze](https://www.g2.com/survey_responses/jiminny-review-12694816)"** **Rating:** 4.5/5.0 stars *— Mathilde L.* [Read full review](https://www.g2.com/survey_responses/jiminny-review-12694816) --- **"[AI-Powered Call Insights with Accurate Highlights, Summaries, and CRM Integration](https://www.g2.com/survey_responses/jiminny-review-12917847)"** **Rating:** 4.5/5.0 stars *— Luciana S.* [Read full review](https://www.g2.com/survey_responses/jiminny-review-12917847) --- #### What Are G2 Users Discussing About Jiminny? - [What is Jiminny used for?](https://www.g2.com/discussions/what-is-jiminny-used-for) - 1 comment ### 5. [Klenty](https://www.g2.com/products/klenty/reviews) Klenty is an AI Sales Engagement Platform that helps SDR teams run multichannel outbound with a strong focus on calling. Built for modern sales teams, Klenty combines prospecting, outreach, AI-powered dialing, follow-ups, and coaching in one platform to help reps open more conversations and build more pipeline. With AI-powered Power Dialer and Parallel Dialer, sales reps can increase dialing volume and spend more time in live conversations. Klenty's AI Connect Rate Infrastructure helps teams improve connect rates by increasing the likelihood of reaching prospects. Beyond dialing, Klenty uses AI to automate post-call work by generating next steps and follow-up actions after every sales conversation. Its AI Call Coaching Suite analyzes conversations, identifies coaching opportunities, and gives managers the insights they need to improve rep performance at scale. Klenty integrates with leading CRMs and sales tools, enabling teams to manage multichannel outreach, track engagement, automate repetitive tasks, and coach reps without switching between platforms. From prospecting to dialing, follow-ups, and coaching, Klenty gives outbound sales teams everything they need to run consistent, high-performing outbound programs from a single platform. **Average Rating:** 4.6/5.0 **Total Reviews:** 388 **How Do G2 Users Rate Klenty?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Data Segmentation:** 7.5/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Klenty?** - **Seller:** [Klenty](https://www.g2.com/sellers/klenty) - **Year Founded:** 2016 - **HQ Location:** Palo Alto, CA - **Twitter:** @KlentyHQ (502 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9374886/ (145 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Business Development Manager - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 72% Small-Business, 22% Mid-Market #### What Are Klenty's Pros and Cons? **Pros:** - Automation (20 reviews) - Helpful (17 reviews) - Customer Support (16 reviews) - Ease of Use (16 reviews) - Integrations (16 reviews) **Cons:** - Integration Issues (10 reviews) - Missing Features (8 reviews) - Learning Curve (7 reviews) - Campaign Management (6 reviews) - Technical Issues (6 reviews) ### What Do G2 Reviewers Say About Klenty? *AI-generated summary from verified user reviews* **Pros:** - Users value Klenty's **automation capabilities** , which streamline outreach efforts and enhance engagement with prospects effectively. - Users value Klenty for its **helpful features** in managing cold outreach and driving conversions efficiently. - Users praise the **superb and friendly customer support** of Klenty, highlighting quick responses and effective assistance. - Users highlight the **ease of use** of Klenty, praising its organization and intuitive features for an excellent experience. - Users appreciate the **seamless integrations** of Klenty, enabling efficient outreach across multiple platforms and boosting meeting bookings. **Cons:** - Users find **integration issues** frustrating, particularly with multiple accounts and platforms like LinkedIn and Calendly. - Users find the **missing features** frustrating, particularly in UI clarity and automation capabilities for cadences. - Users find the **learning curve steep** , especially without Spanish resources, but support is helpful during setup. - Users report **poor customer service** and find campaign management challenging and unintuitive in Klenty. - Users frequently face **technical issues** with Klenty, including a cumbersome interface and slow customer support responses. #### What Are Recent G2 Reviews of Klenty? **"[Flexible Custom Cadences with Helpful Prospect Interest Alerts](https://www.g2.com/survey_responses/klenty-review-13063757)"** **Rating:** 4.5/5.0 stars *— David V.* [Read full review](https://www.g2.com/survey_responses/klenty-review-13063757) --- **"[Intuitive Outreach Automation with Excellent Support](https://www.g2.com/survey_responses/klenty-review-13063436)"** **Rating:** 5.0/5.0 stars *— Zina P.* [Read full review](https://www.g2.com/survey_responses/klenty-review-13063436) --- ### 6. [Conga Grid](https://www.g2.com/products/conga-grid/reviews) Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. Find and manage the information and insights you need with fewer clicks and less screen switching. With Conga Grid, you can expect to save time, improve data quality, get a clear view into the data you need, and create a more productive workplace in Salesforce to drive growth across your organization. Using our Quick Start Grids, which are pre-built for your use case (Sales, Sales Executive, Case Management, Salesforce Admin), you can get up and running within minutes. Simply put, Grid is the single most effective place to get work done in Salesforce. Create, track, and manage your Salesforce data in one place. Grid provides: Complete data visibility: Conga Grid empowers you to quickly navigate, visualize, and manage Salesforce data across multiple objects from a single grid. Insights that drive growth: Conga Grid makes workflow management easy, with a 360-degree view of your data on a single screen. Increased productivity across your team: Inline editing saves you from clicking through multiple records and screens to access data. Update data faster and increase productivity with bulk edits. **Average Rating:** 4.5/5.0 **Total Reviews:** 51 **How Do G2 Users Rate Conga Grid?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.9/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 7.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Conga Grid?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 40% Small-Business, 38% Mid-Market #### What Are Conga Grid's Pros and Cons? **Pros:** - Affordable (1 reviews) - Customer Support (1 reviews) - Customizability (1 reviews) - Ease of Creation (1 reviews) - Ease of Use (1 reviews) **Cons:** - Learning Curve (1 reviews) - Not Intuitive (1 reviews) ### What Do G2 Reviewers Say About Conga Grid? *AI-generated summary from verified user reviews* **Pros:** - Users value the **affordable pricing** of Conga Grid, making report creation accessible without breaking the bank. - Users value the **customer support** from Conga Grid, finding it essential for creating customizable reports easily. - Users value the **customizability** of Conga Grid, finding report creation easier and more dynamic than ever. - Users value the **ease of creation** with Conga Grid, enjoying effortless customization for dynamic reporting. - Users find **ease of use** in Conga Grid, creating dynamic reports with minimal effort compared to previous methods. **Cons:** - Users note a **learning curve** with Conga Grid, particularly when handling large datasets due to loading delays. - Users feel the **loading times for large datasets** are not intuitive, hindering efficiency and user experience. #### What Are Recent G2 Reviews of Conga Grid? **"[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) --- **"[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) --- #### 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) ### 7. [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? **"[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 ### 8. [Creatio](https://www.g2.com/products/creatio/reviews) Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 315 **How Do G2 Users Rate Creatio?** - **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:** 8.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Creatio?** - **Seller:** [Creatio](https://www.g2.com/sellers/creatio) - **Company Website:** https://www.creatio.com - **Year Founded:** 2014 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Creatio_Global (3,977 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/creatioglobal/ (1,150 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Small-Business, 42% Mid-Market #### What Are Creatio's Pros and Cons? **Pros:** - Ease of Use (32 reviews) - Efficiency (21 reviews) - Customizability (19 reviews) - Customization (19 reviews) - Customization Options (17 reviews) **Cons:** - Learning Curve (10 reviews) - Missing Features (10 reviews) - Limited Features (8 reviews) - Limited Customization (6 reviews) - Limited Options (5 reviews) ### What Do G2 Reviewers Say About Creatio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Creatio, enabling quick implementation and seamless customization for their business needs. - Users value the **efficiency** of Creatio, enabling quick implementation and seamless customization for their business needs. - Users value the **customizability** of Creatio, enabling tailored processes and effective support for business needs. - Users appreciate the **facility to customize** Creatio, allowing for tailored solutions that enhance business processes and efficiency. - Users value the **extensive customization options** of Creatio, enhancing their ability to tailor solutions to specific needs. **Cons:** - Users find the **learning curve steep** , often needing training and support to effectively use Creatio. - Users are disappointed by the **missing features** in Creatio, particularly in advanced analytics and contact upload options. - Users find **limited features** in Creatio, particularly in analytics and marketplace app selection, hindering comprehensive functionality. - Users find **limited customization** options in Creatio, hindering the ability to tailor designs to specific needs. - Users find **limited options** in Creatio hinder flexibility, particularly for service businesses needing custom solutions and efficient contact uploads. #### What Are Recent G2 Reviews of Creatio? **"[Creatio’s Flexible Low-Code Platform That Simplifies CRM and Workflow Automation](https://www.g2.com/survey_responses/creatio-review-13104076)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/creatio-review-13104076) --- **"[Empowers Customer Focus with Flexible, Bank-Ready Workflows](https://www.g2.com/survey_responses/creatio-review-12953782)"** **Rating:** 4.5/5.0 stars *— Tanner W.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12953782) --- #### What Are G2 Users Discussing About Creatio? - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment ### 9. [QuotaPath](https://www.g2.com/products/quotapath/reviews) QuotaPath’s commission tracking and sales compensation management software simplifies the management of variable pay while providing visibility and alignment across RevOps, Finance, and Sales. Voted Best ROI and Easiest to Use in commission software, QuotaPath is trusted by customers for its intuitive design and fast time-to-value. Admins can quickly build, adjust, and automate complex comp plans as business needs evolve, without relying on engineering or outside help. And with Atlas attached, QuotaPath's AI Revenue Strategist teams go further: Atlas provides intelligent guidance on plan design, payout strategy, and compensation decisions, turning data into actionable revenue insights. Its intuitive UX and AI engine allow admins to quickly and independently build and adjust sales comp plans as business needs evolve throughout the year, while automating the calculation and scheduling of commission payouts. Reps benefit from real-time earnings visibility, forecasted commissions, and quota attainment tracking, designed to motivate performance and drive results. Meanwhile, leaders can lean on Atlas to model scenarios, surface trends, and make smarter, faster compensation calls. QuotaPath's AI-Powered Plan Builder accelerates the process of creating and optimizing plans. Simply upload a document or enter a prompt, and Atlas helps you translate your strategy into a live plan that aligns with your business objectives and motivates the right behaviors. Tailored for sales compensation plans of all complexities, QuotaPath has no minimum user requirements. Their highly rated support model includes live chat, an in-depth knowledge center, monthly training webinars, and dedicated Customer Success and Account Managers to ensure you're set up for success at every stage. With QuotaPath and Atlas, design, launch, and optimize your comp strategy to drive revenue performance. **Average Rating:** 4.7/5.0 **Total Reviews:** 318 **How Do G2 Users Rate QuotaPath?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind QuotaPath?** - **Seller:** [Quotapath](https://www.g2.com/sellers/quotapath) - **Company Website:** https://www.quotapath.com - **Year Founded:** 2018 - **HQ Location:** Philadelphia, Pennsylvania, United States - **Twitter:** @QuotaPath (630 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/28183843/ (87 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Business Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 46% Small-Business #### What Are QuotaPath's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Customer Support (20 reviews) - Helpful (17 reviews) - Time-saving (15 reviews) - Simple (14 reviews) **Cons:** - Complexity (3 reviews) - Implementation Difficulty (3 reviews) - Integration Issues (3 reviews) - Not User-Friendly (3 reviews) - Slow Loading (3 reviews) ### What Do G2 Reviewers Say About QuotaPath? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in QuotaPath, appreciating its intuitive design and clear visibility into commissions. - Users value the **outstanding customer support** of QuotaPath, ensuring clarity and efficiency in addressing questions. - Users love the **automation of commission tracking** in QuotaPath, saving time and improving clarity for sales reps. - Users find QuotaPath a **huge time-saver** , significantly reducing hours spent on commissions tracking and payout calculations. - Users find QuotaPath **intuitive and easy to use** , simplifying commission tracking and motivating better performance. **Cons:** - Users find the **complexity** of QuotaPath's data and integration process can hinder effective use and navigation. - Users note that **implementation difficulty** arises from unclear commission plans and complex integration processes at first. - Users often face **integration issues** with QuotaPath, finding the syncing and setup process cumbersome and complex. - Users find QuotaPath's interface **not user-friendly** , struggling with complex functions and delayed calculation updates causing confusion. - Users experience **slow loading** times during CRM syncing, which delays the process of building new plans in QuotaPath. #### What Are Recent G2 Reviews of QuotaPath? **"[A Simple and Effective Way to Track Earnings](https://www.g2.com/survey_responses/quotapath-review-12953168)"** **Rating:** 5.0/5.0 stars *— Mark G.* [Read full review](https://www.g2.com/survey_responses/quotapath-review-12953168) --- **"[Intuitive Platform with Insightful Commission Tracking](https://www.g2.com/survey_responses/quotapath-review-13090127)"** **Rating:** 5.0/5.0 stars *— Dwayne N.* [Read full review](https://www.g2.com/survey_responses/quotapath-review-13090127) --- #### What Are G2 Users Discussing About QuotaPath? - [What is QuotaPath used for?](https://www.g2.com/discussions/what-is-quotapath-used-for) ### 10. [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential. **Average Rating:** 4.6/5.0 **Total Reviews:** 578 **How Do G2 Users Rate Revenue Grid?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Revenue Grid?** - **Seller:** [Revenue Grid](https://www.g2.com/sellers/revenue-grid) - **Company Website:** https://revenuegrid.com/ - **Year Founded:** 2006 - **HQ Location:** Atlanta, Georgia - **Twitter:** @Revenue_Grid_ (1,057 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/revenue-grid/ (142 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 48% Mid-Market, 41% Small-Business #### What Are Revenue Grid's Pros and Cons? **Pros:** - Ease of Use (41 reviews) - Salesforce Integration (37 reviews) - Integrations (34 reviews) - Helpful (29 reviews) - Customer Support (26 reviews) **Cons:** - Missing Features (8 reviews) - Technical Issues (7 reviews) - Learning Curve (6 reviews) - Limitations (6 reviews) - Slow Loading (6 reviews) ### What Do G2 Reviewers Say About Revenue Grid? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Revenue Grid, highlighting its seamless integration and straightforward setup. - Users value the **seamless Salesforce integration** of Revenue Grid, enabling efficient workflow directly within Outlook. - Users value the **seamless integration** of Revenue Grid with Salesforce and Outlook, enhancing efficiency and data management. - Users appreciate the **exceptional support** from Revenue Grid, consistently receiving prompt and effective assistance across high ticket volumes. - Users praise the **attentive customer support** of Revenue Grid, enhancing their overall experience with the product. **Cons:** - Users are disappointed by the **missing features** in Revenue Grid, like lack of app compatibility and intuitive integration. - Users face **technical issues** during setup and occasional glitches, causing frustration in initial usage of Revenue Grid. - Users face a **slight learning curve** with Revenue Grid, requiring time and support for effective initial setup. - Users find the **CSV template rigidity** and limited search options in Revenue Grid restrict their overall experience and efficiency. - Users experience **slow loading** times with Revenue Grid, occasionally requiring a restart of Outlook for functionality. #### What Are Recent G2 Reviews of Revenue Grid? **"[Seamless Salesforce Integration That Saves Hours with Automated Multi-Channel Outreach](https://www.g2.com/survey_responses/revenue-grid-review-13091960)"** **Rating:** 5.0/5.0 stars *— Barbara A.* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-13091960) --- **"[Effortless Meeting Scheduling with Team Calendar Links](https://www.g2.com/survey_responses/revenue-grid-review-12973532)"** **Rating:** 4.5/5.0 stars *— Yvette L.* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-12973532) --- #### What Are G2 Users Discussing About Revenue Grid? - [What is Revenue Grid used for?](https://www.g2.com/discussions/what-is-revenue-grid-used-for) - [What can Google drive do?](https://www.g2.com/discussions/what-can-google-drive-do) - [What is dropbox and how does it work?](https://www.g2.com/discussions/what-is-dropbox-and-how-does-it-work) - [What can machine learning be used for?](https://www.g2.com/discussions/what-can-machine-learning-be-used-for) - [What is a revenue Grid?](https://www.g2.com/discussions/what-is-a-revenue-grid) - 2 comments ### 11. [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide. **Average Rating:** 4.2/5.0 **Total Reviews:** 925 **How Do G2 Users Rate Insightly CRM?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.9/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Insightly CRM?** - **Seller:** [Unbounce](https://www.g2.com/sellers/unbounce) - **Company Website:** https://unbounce.com - **Year Founded:** 2009 - **HQ Location:** Vancouver - **Twitter:** @unbounce (72,651 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/503432/ (130 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 73% Small-Business, 21% Mid-Market #### What Are Insightly CRM's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Easy Customization (11 reviews) - Customizability (10 reviews) - Customization (9 reviews) - Feature Richness (9 reviews) **Cons:** - Learning Curve (9 reviews) - Limited Customization (7 reviews) - Limited Features (7 reviews) - Incomplete Information (6 reviews) - Time-Consuming (6 reviews) ### What Do G2 Reviewers Say About Insightly CRM? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features. - Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information. - Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs. - Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability. - Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management. **Cons:** - Users find the **learning curve steep** , complicating automation and workflow setup for new users. - Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively. - Users find the **limited features** hinder effective use, especially in project management and task customization. - Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability. - Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency. #### What Are Recent G2 Reviews of Insightly CRM? **"[Streamlined Sales and Task Management](https://www.g2.com/survey_responses/insightly-crm-review-12865487)"** **Rating:** 4.0/5.0 stars *— Jeni J.* [Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12865487) --- **"[Keeping Customer Workflows Better Connected](https://www.g2.com/survey_responses/insightly-crm-review-12948095)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/insightly-crm-review-12948095) --- ### 12. [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:** 911 **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? **"[Pipeline CRM’s Clean, Simple Interface Makes Tracking Deals Effortless](https://www.g2.com/survey_responses/pipeline-crm-review-12996287)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12996287) --- **"[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) --- #### 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) ### 13. [Mediafly](https://www.g2.com/products/mediafly/reviews) Mediafly is a modular platform providing revenue enablement solutions for large enterprises. Mediafly’s content management, buyer and partner engagement, account and revenue intelligence, sales readiness, and value selling solutions make up the most comprehensive revenue enablement platform on the market. Mediafly is the only vendor to effectively combine enablement and intelligence in a unified platform. All of our solutions include industry-leading, self-serve analytics. Mediafly is built on top of a revenue BI solution — if you can explain it in words, we can report on it and help you act on it. A lot of solutions trap the data — we want to help you extend its value. That’s how Mediafly uniquely connects enablement with intelligence. Mediafly is used daily by top B2B go-to-market teams to engage buyers, prepare sellers, quantify and communicate value, and continuously optimize sales force performance. Mediafly is trusted by a vast network of sales, marketing, customer success, enablement, and operations professionals at global organizations including Nestlé, ADP, Conagra, Intuit, Heineken, Sealed Air, Sony and NVIDIA. “Mediafly is a good fit for chief revenue officers and chief sales officers in technology, consumer packaged goods (CPG), media, manufacturing, healthcare, and financial services that want to deliver highly engaging, value-focused content to buyers and gain holistic insights into buyer-seller interactions.” The Forrester Wave™: Sales Content Solutions, Q4 2022 **Average Rating:** 4.4/5.0 **Total Reviews:** 1,313 **How Do G2 Users Rate Mediafly?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.9/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Mediafly?** - **Seller:** [Mediafly, Inc](https://www.g2.com/sellers/mediafly-inc) - **Year Founded:** 2006 - **HQ Location:** Chicago, IL - **Twitter:** @Mediafly (2,543 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1468444/ (138 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Sales Operations Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 59% Mid-Market, 23% Enterprise #### What Are Mediafly's Pros and Cons? **Pros:** - Ease of Use (27 reviews) - Helpful (13 reviews) - Sharing Ease (10 reviews) - Easy Sharing (9 reviews) - User Interface (8 reviews) **Cons:** - Missing Features (7 reviews) - Learning Curve (6 reviews) - Not Intuitive (5 reviews) - Slow Loading (5 reviews) - Slow Performance (5 reviews) ### What Do G2 Reviewers Say About Mediafly? *AI-generated summary from verified user reviews* **Pros:** - Users find Mediafly's **ease of use** invaluable, allowing quick access and organization of sales tools effortlessly. - Users find Mediafly to be **extremely helpful** for sharing information and tracking client engagement effectively. - Users value the **sharing ease** of Mediafly, facilitating secure information dispersal and tracking customer engagement effectively. - Users value the **easy sharing** of documents and insights, streamlining collaboration and improving client engagement. - Users love the **clean and intuitive user interface** of Mediafly, enhancing their data monitoring and reporting capabilities. **Cons:** - Users find the **missing features** in Mediafly limiting, lacking customization options and flexibility in analytics and search functions. - Users note a **steep learning curve** with Mediafly, making initial navigation and usability frustrating and inconsistent. - Users find the **navigation unintuitive** , struggling with the interface and search functionality across different platforms. - Users experience **slow loading** times for uploads and document openings, impacting overall efficiency and satisfaction. - Users are frustrated with the **slow performance** of Mediafly, particularly in file processing and document opening times. #### What Are Recent G2 Reviews of Mediafly? **"[Sharing with clients made easy](https://www.g2.com/survey_responses/mediafly-review-10761880)"** **Rating:** 4.0/5.0 stars *— Katie B.* [Read full review](https://www.g2.com/survey_responses/mediafly-review-10761880) --- **"[I love Mediafly for Easy Sales!](https://www.g2.com/survey_responses/mediafly-review-10282198)"** **Rating:** 5.0/5.0 stars *— Jen R.* [Read full review](https://www.g2.com/survey_responses/mediafly-review-10282198) --- ### 14. [Workbooks](https://www.g2.com/products/workbooks/reviews) Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price. **Average Rating:** 4.3/5.0 **Total Reviews:** 534 **How Do G2 Users Rate Workbooks?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.6/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Workbooks?** - **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks) - **Company Website:** https://www.Workbooks.com - **Year Founded:** 2009 - **HQ Location:** Reading, Berkshire - **Twitter:** @Workbooks (2,702 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/225937/ (65 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Managing Director, Director - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 60% Small-Business, 33% Mid-Market #### What Are Workbooks's Pros and Cons? **Pros:** - Ease of Use (16 reviews) - Reporting (8 reviews) - Customer Support (7 reviews) - Customization (7 reviews) - Feature Richness (7 reviews) **Cons:** - Learning Curve (8 reviews) - Limitations (6 reviews) - Limited Features (5 reviews) - Complex Features (4 reviews) - Limited Customization (4 reviews) ### What Do G2 Reviewers Say About Workbooks? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Workbooks, appreciating its simple navigation and intuitive interface for tracking clients. - Users value the **powerful reporting tools** in Workbooks, which enhance decision-making and data handling efficiency. - Users value the **friendly and reliable customer support** of Workbooks, always providing timely and insightful assistance. - Users value the **highly customizable options** in Workbooks, allowing tailored solutions for diverse team needs. - Users value the **extensive feature set** of Workbooks, leveraging customization for effective reporting and decision-making. **Cons:** - Users face a **steep learning curve** with Workbooks, struggling with setup and intuitive navigation for advanced features. - Users experience **slow data loading** and lack features like dual screens, impacting overall efficiency and flexibility. - Users find the **limited features** of Workbooks insufficient as their needs grow, impacting overall usability and efficiency. - Users find the **complex features** of Workbooks can be clunky and require extra help for straightforward tasks. - Users find the **limited customization options** in Workbooks restrict their ability to adapt easily and efficiently. #### What Are Recent G2 Reviews of Workbooks? **"[All-in-One CRM with Room for Modernization](https://www.g2.com/survey_responses/workbooks-review-12444760)"** **Rating:** 4.0/5.0 stars *— Tordsen A.* [Read full review](https://www.g2.com/survey_responses/workbooks-review-12444760) --- **"[CRM, projects, marketing, and reporting all in one flow](https://www.g2.com/survey_responses/workbooks-review-12403469)"** **Rating:** 5.0/5.0 stars *— Kumail R.* [Read full review](https://www.g2.com/survey_responses/workbooks-review-12403469) --- #### What Are G2 Users Discussing About Workbooks? - [What is Workbooks used for?](https://www.g2.com/discussions/what-is-workbooks-used-for) - 1 comment ### 15. [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA). **Average Rating:** 3.8/5.0 **Total Reviews:** 1,463 **How Do G2 Users Rate Dynamics 365 Sales?** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.7/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Dynamics 365 Sales?** - **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft) - **Year Founded:** 1975 - **HQ Location:** Redmond, Washington - **Twitter:** @microsoft (13,091,739 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/microsoft/ (231,632 employees on LinkedIn®) - **Ownership:** MSFT **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 40% Mid-Market, 31% Small-Business #### What Are Dynamics 365 Sales's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Integrations (11 reviews) - Lead Management (11 reviews) - Helpful (10 reviews) - Customization (9 reviews) **Cons:** - Learning Curve (13 reviews) - Complexity (8 reviews) - Not Intuitive (7 reviews) - Expensive (6 reviews) - Limited Features (6 reviews) ### What Do G2 Reviewers Say About Dynamics 365 Sales? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Dynamics 365 Sales, benefiting from its intuitive design and seamless Microsoft integration. - Users value the **seamless integration** with Microsoft products, enhancing efficiency and streamlining processes in Dynamics 365 Sales. - Users value the **efficient lead management** capabilities of Dynamics 365 Sales, enhancing sales performance and productivity. - Users find Dynamics 365 Sales **extremely helpful** for tracking leads and boosting sales productivity effectively. - Users value the **excellent customization options** in Dynamics 365 Sales, enhancing efficiency and improving workflow management. **Cons:** - Users experience a **steep learning curve** with Dynamics 365 Sales, especially if unfamiliar with CRM systems. - Users struggle with the **complex customization** of Dynamics 365 Sales, often requiring significant time and technical support. - Users find the interface of Dynamics 365 Sales **not intuitive** , making navigation and task completion sometimes cumbersome. - Users note that the **licensing costs** for Dynamics 365 Sales can escalate quickly with added features and complexities. - Users notice **limited features** in Dynamics 365 Sales, particularly in on-premise versions, impacting overall user experience. #### What Are Recent G2 Reviews of Dynamics 365 Sales? **"[Strong Microsoft integration and 360° customer view with compelling sales automation](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697)"** **Rating:** 5.0/5.0 stars *— Andreas S.* [Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-12927697) --- **"[Unified Sales Platform with Powerful Microsoft Integration and AI Insights](https://www.g2.com/survey_responses/dynamics-365-sales-review-12995962)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/dynamics-365-sales-review-12995962) --- #### What Are G2 Users Discussing About Dynamics 365 Sales? - [I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?](https://www.g2.com/discussions/i-m-new-to-dynamics-365-sales-and-struggling-to-set-up-and-customize-the-sales-pipeline-can-someone-guide-me-through-this-process) - 2 comments - [What is Dynamics 365 Sales used for?](https://www.g2.com/discussions/what-is-dynamics-365-sales-used-for) - 1 comment - [Is Dynamics 365 any good?](https://www.g2.com/discussions/is-dynamics-365-any-good) - [What Dynamics 365 application can be used for point of sales?](https://www.g2.com/discussions/what-dynamics-365-application-can-be-used-for-point-of-sales) - 1 comment - [What is the difference between Dynamics CRM and Dynamics 365?](https://www.g2.com/discussions/what-is-the-difference-between-dynamics-crm-and-dynamics-365) ### 16. [Outreach](https://www.g2.com/products/outreach/reviews) Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, and Verizon to name a few. To learn more, please visit www.outreach.io. **Average Rating:** 4.3/5.0 **Total Reviews:** 3,500 **How Do G2 Users Rate Outreach?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Data Segmentation:** 7.6/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.4/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Outreach?** - **Seller:** [Outreach](https://www.g2.com/sellers/outreach) - **Company Website:** https://www.outreach.io/demo - **Year Founded:** 2014 - **HQ Location:** Seattle, WA - **Twitter:** @outreach_io (7,689 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3559595/ (1,609 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 59% Mid-Market, 22% Enterprise #### What Are Outreach's Pros and Cons? **Pros:** - Ease of Use (80 reviews) - Automation (49 reviews) - Helpful (47 reviews) - Features (41 reviews) - Time-saving (41 reviews) **Cons:** - Missing Features (32 reviews) - Learning Curve (23 reviews) - Limitations (21 reviews) - Limited Customization (19 reviews) - Integration Issues (16 reviews) ### What Do G2 Reviewers Say About Outreach? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** in Outreach, making follow-ups and tracking contacts extremely straightforward. - Users love the **automation and sequencing capabilities** of Outreach, streamlining tasks and enhancing prospect communication effectively. - Users appreciate how **easy organization and follow-up** with leads is, ensuring consistency and improved response rates. - Users value the **intuitive user interface** and excellent integrations, enhancing their productivity and sales management while using Outreach. - Users appreciate the **time-saving automation** of Outreach, streamlining engagement and enhancing overall productivity. **Cons:** - Users experience **missing features** in Outreach, especially in analytics and automation capabilities, impacting efficiency and performance. - Users find a noticeable **learning curve** with Outreach, making it challenging to master the tool effectively. - Users find Outreach has **navigation difficulties** and requires extra training, complicating the prospect management process. - Users feel that the **limited customization** in Outreach hinders their ability to create tailored reports effectively. - Users experience frequent **integration issues** with Hubspot, affecting productivity and syncing reliability in Outreach. #### What Are Recent G2 Reviews of Outreach? **"[Outreach Streamlines Multi-Channel Sequences and Follow-Ups Effortlessly](https://www.g2.com/survey_responses/outreach-review-12365799)"** **Rating:** 5.0/5.0 stars *— Silvina F.* [Read full review](https://www.g2.com/survey_responses/outreach-review-12365799) --- **"[Effortless Email Tracking and Workflow Optimization](https://www.g2.com/survey_responses/outreach-review-13095207)"** **Rating:** 5.0/5.0 stars *— Navdeep K.* [Read full review](https://www.g2.com/survey_responses/outreach-review-13095207) --- ### 17. [Oracle Sales Analytics](https://www.g2.com/products/oracle-sales-analytics/reviews) Dramatically Improve the Effectiveness of Your Sales People. Oracle Sales Analytics provides hundreds of key performance indicators and more than 130 reports in five customizable dashboards. These analytics solutions dramatically improve the effectiveness of your sales people by providing real-time, actionable insight into every sales opportunity at the point of customer contact. With more accurate sales forecasts and enhanced identification of potential problems and opportunities, Oracle Sales Analytics helps close business faster and increase overall sales revenue. **Average Rating:** 4.0/5.0 **Total Reviews:** 117 **How Do G2 Users Rate Oracle Sales Analytics?** - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.6/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Oracle Sales Analytics?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Retail, Computer Software - **Company Size:** 50% Enterprise, 29% Mid-Market #### What Are Oracle Sales Analytics's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Communication (1 reviews) - Customer Support (1 reviews) - Easy Access (1 reviews) - Easy Integrations (1 reviews) **Cons:** - Integration Issues (2 reviews) - Slow Loading (2 reviews) - Delayed Responses (1 reviews) - Error Handling (1 reviews) - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Oracle Sales Analytics? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Oracle Sales Analytics, enhancing their management of various business functions. - Users benefit from **effective communication** in Oracle Sales Analytics, enhancing collaboration and discussion across the organization. - Users value the **strong customer support** and seamless integration capabilities of Oracle Sales Analytics with third-party tools. - Users appreciate the **easy access** of Oracle Sales Analytics, enjoying its user-friendly interface and quick navigation. - Users appreciate the **easy integrations** with third-party tools, enhancing management of marketing, purchases, and sales. **Cons:** - Users face **integration issues** with Oracle Sales Analytics, particularly with third-party plugins and initial setup challenges. - Users face **slow loading** issues with Oracle Sales Analytics, requiring patience and a reliable internet connection for functionality. - Users report **delayed responses** from support and occasional technical issues that hinder effective use of Oracle Sales Analytics. - Users experience **slow customer response times** and occasional technical issues with Oracle Sales Analytics, affecting usability. - Users find Oracle Sales Analytics has a steep **learning curve** that complicates its usability across different business environments. #### What Are Recent G2 Reviews of Oracle Sales Analytics? **"[Best for Timely and fact based insights](https://www.g2.com/survey_responses/oracle-sales-analytics-review-9015190)"** **Rating:** 5.0/5.0 stars *— Bhupathi R.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-analytics-review-9015190) --- **"[Oracle sales Analytics: A Review of the Features and benifits](https://www.g2.com/survey_responses/oracle-sales-analytics-review-8913209)"** **Rating:** 4.5/5.0 stars *— Nabeel B.* [Read full review](https://www.g2.com/survey_responses/oracle-sales-analytics-review-8913209) --- #### What Are G2 Users Discussing About Oracle Sales Analytics? - [What is Oracle Sales Analytics used for?](https://www.g2.com/discussions/what-is-oracle-sales-analytics-used-for) ### 18. [Scratchpad](https://www.g2.com/products/scratchpad/reviews) Scratchpad: The AI workspace for sales Remove admin work. Execute flawlessly. Win more deals. Scratchpad is the AI workspace built for sales. It removes admin work for sellers and drives strategy and execution on every deal — automated before and after every call. Sellers use Scratchpad to: - Update Salesforce fields from calls, emails, and notes - Take structured notes tied to opportunities and accounts - Draft follow-ups, business cases, and handoff docs - Review deals, surface risks, and prep for next steps - Qualify pipeline consistently with MEDDIC, SPICED, or custom criteria - The Scratchpad Notetaker — the best desktop note taker for sales — captures live calls and syncs insights straight to Salesforce. With robust integrations across Zoom, Gong, Meet, and more, Scratchpad fits into your workflows. Trusted by high-performance teams at Brex, Clio, Cognism, Crunchbase, Cursor, Dialpad, MaintainX, Settle, Vercel, and Verkada — Scratchpad helps reclaim selling capacity for sellers and gives leaders the visibility they need to run their business. Clearskies: The context layer for revenue AI Clearskies is Scratchpad's context layer for revenue teams using AI. It connects your CRM, call transcripts, email, calendar, and Slack into a single Customer Context Graph — so when your team asks Claude, ChatGPT, or any AI about a deal, an account, or the pipeline, the answer is built from every source, not just one. Sales leaders use Clearskies to: - Get pre-call briefs that pull from every system — not just the CRM - Detect pipeline risk across all channels, not just stalled CRM stages - Run win-loss analysis from actual calls and emails, not disposition codes - Surface coaching moments from every rep call with timestamps - Keep the CRM updated automatically after every interaction - Qualify deals against MEDDPICC or custom criteria using real signals Clearskies works with Salesforce, HubSpot, Gong, Slack, Google Workspace, and Microsoft 365. It connects to Claude via MCP and works with ChatGPT and any LLM. Usage-based pricing with no per-seat fees. Two products. One team. One belief: Revenue teams are sitting on enormous amounts of signal across their tools. Scratchpad removes the admin work so sellers can sell. Clearskies makes that signal available to AI so every answer, every brief, and every pipeline review reflects what's actually happening — not what someone remembered to log. Learn more at scratchpad.com and clearskies.cc. **Average Rating:** 4.8/5.0 **Total Reviews:** 1,472 **How Do G2 Users Rate Scratchpad?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.5/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Scratchpad?** - **Seller:** [Scratchpad](https://www.g2.com/sellers/scratchpad) - **Company Website:** https://scratchpad.com - **Year Founded:** 2020 - **HQ Location:** Covina, US - **Twitter:** @Scratchpad (453 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/scratchpad-ae/about/ (49 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Enterprise Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 58% Mid-Market, 21% Small-Business #### What Are Scratchpad's Pros and Cons? **Pros:** - CRM Integration (4 reviews) - Customizability (4 reviews) - Customization (4 reviews) - Helpful (4 reviews) - Business Management (3 reviews) **Cons:** - Missing Features (2 reviews) - Subscription Cost (2 reviews) - Add-On Issues (1 reviews) - App Issues (1 reviews) - Complexity (1 reviews) ### What Do G2 Reviewers Say About Scratchpad? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **seamless CRM integration** of Scratchpad, enhancing organization and streamlining opportunity management effectively. - Users love the **customizability** of Scratchpad, enhancing their efficiency with tailored setups and easy modifications. - Users love the **customization options** in Scratchpad, enhancing efficiency and streamlining their workflow effortlessly. - Users love the **clean and intuitive interface** of Scratchpad, enhancing their experience in Salesforce with efficiency and ease. - Users value Scratchpad for its **organizational efficiency** , streamlining workflow and enhancing productivity across numerous accounts. **Cons:** - Users find **missing features** in Scratchpad, particularly for complex workflows and mobile experience, affecting usability. - Users note the **high subscription cost** after outgrowing the free plan, but find the investment valuable overall. - Users experience **add-on conflicts** with Scratchpad, leading to challenges when setting the home page for new tabs. - Users report **app issues** related to plugin conflicts that disrupt the functionality of Scratchpad. - Users find the **complexity** of Scratchpad challenging due to the need for extensive knowledge and budget constraints. #### What Are Recent G2 Reviews of Scratchpad? **"[Scratchpad: The Most Efficient, Easy-to-Access Tool for Tracking Deals](https://www.g2.com/survey_responses/scratchpad-review-12311976)"** **Rating:** 5.0/5.0 stars *— Alec Z.* [Read full review](https://www.g2.com/survey_responses/scratchpad-review-12311976) --- **"[Efficient Collaboration with Room for More Integrations](https://www.g2.com/survey_responses/scratchpad-review-12508516)"** **Rating:** 4.0/5.0 stars *— george c.* [Read full review](https://www.g2.com/survey_responses/scratchpad-review-12508516) --- #### What Are G2 Users Discussing About Scratchpad? - [How can I best use Scratchpad's note-taking feature to sync with my sales pipeline?](https://www.g2.com/discussions/how-can-i-best-use-scratchpad-s-note-taking-feature-to-sync-with-my-sales-pipeline) - [What is Scratchpad used for?](https://www.g2.com/discussions/what-is-scratchpad-used-for) - [What does Scratchpad do?](https://www.g2.com/discussions/what-does-scratchpad-do) - 2 comments - [What is called scratch pad of computer?](https://www.g2.com/discussions/what-is-called-scratch-pad-of-computer) - [How do you get Scratchpad on Google Chrome?](https://www.g2.com/discussions/how-do-you-get-scratchpad-on-google-chrome) - 3 comments ### 19. [Salesken](https://www.g2.com/products/salesken/reviews) Salesken.ai is a Sales AI platform designed to enhance sales team performance while lowering acquisition costs. By offering real-time cues during conversations, the tool empowers sales reps to engage more effectively with customers. Salesken also provides leaders and reps with full visibility into every call through advanced Call Analytics, capturing emotions, objections, intent, and more. Salesken delivers tailored solutions for both Sales Leaders and Reps, driving revenue success through: - Pipeline Management: Accurate forecasts based on deep conversation insights. - Deal Tracking: Instant summaries, identification of BANT gaps, and clear next steps. - Team Coaching: Personalized coaching for each rep and every deal, on demand. - Marketing Insights: Actionable insights extracted from sales conversations. - Quality Assurance: Evaluate 100% of sales calls with AI-driven QA, offering personalized coaching and reducing manual efforts while improving overall sales quality and consistency For Sales Reps, Salesken offers: - Real-Time Cueing: Provides live cues and battle cards to help reps perfect their pitches. - CRM Enrichment: Automates CRM data entry and updates. - Custom Outreach: Simplifies and automates outreach, saving time and increasing efficiency. Salesken is the go to AI for the whole sales team. Book a demo and learn about more features and capabilities. **Average Rating:** 4.9/5.0 **Total Reviews:** 386 **How Do G2 Users Rate Salesken?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.8/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Salesken?** - **Seller:** [Salesken](https://www.g2.com/sellers/salesken) - **Year Founded:** 2018 - **HQ Location:** New York, New York - **Twitter:** @SaleskenAi (117 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/salesken/about (84 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales, Sales Executive - **Top Industries:** Education Management, E-Learning - **Company Size:** 57% Mid-Market, 37% Enterprise #### What Are Salesken's Pros and Cons? **Pros:** - Helpful (11 reviews) - Feedback Management (7 reviews) - AI Summary (6 reviews) - Automation (6 reviews) - Efficiency (6 reviews) **Cons:** - Call Issues (2 reviews) - Call Limitations (2 reviews) - Poor Transcription (2 reviews) - Recording Issues (2 reviews) - Accuracy Issues (1 reviews) ### What Do G2 Reviewers Say About Salesken? *AI-generated summary from verified user reviews* **Pros:** - Users benefit from the **real-time feedback and actionable data** that significantly boosts sales team performance. - Users value the **real-time feedback** from Salesken, enhancing productivity and performance for sales teams significantly. - Users commend Salesken for its **AI-driven insights** that enhance call productivity and empower sales teams to succeed. - Users value the **automation features** of Salesken, which significantly enhance sales team productivity and efficiency. - Users highlight the **enhanced efficiency** of Salesken, enabling sales teams to leverage actionable data for improved performance. **Cons:** - Users request **improved call connectivity** as issues with calls not connecting hinder their overall experience. - Users desire **better call connection** and increased customization, as issues occasionally hinder their experience with Salesken. - Users express frustration over **poor transcription** quality, which negatively impacts their overall experience with Salesken. - Users experience frustrating **recording issues** with Salesken, hindering their overall satisfaction and functionality. - Users frequently experience **accuracy issues** with transcripts, impacting their overall satisfaction with Salesken. #### What Are Recent G2 Reviews of Salesken? **"[Turn Your Sales Reps Into Rock Stars.](https://www.g2.com/survey_responses/salesken-review-10386293)"** **Rating:** 5.0/5.0 stars *— Madhan k.* [Read full review](https://www.g2.com/survey_responses/salesken-review-10386293) --- **"[Real-Time Call Insights and AI Coaching That Boost Sales Performance](https://www.g2.com/survey_responses/salesken-review-12599904)"** **Rating:** 5.0/5.0 stars *— Anup K.* [Read full review](https://www.g2.com/survey_responses/salesken-review-12599904) --- #### What Are G2 Users Discussing About Salesken? - [What is Salesken used for?](https://www.g2.com/discussions/what-is-salesken-used-for) ### 20. [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews) Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management, quotas, and capacity planning), Fullcast Perform (routing and policies), and Fullcast Pay (commissions) solutions. Fullcast empowers sales teams to sell more efficiently with AI-powered sales performance management. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. We seamlessly connect go-to-market planning activities with tactical sales execution, enabling your operations, sales, finance, marketing, and customer success teams to make continuous adjustments in response to real-time strategy changes. From territory management to commissions and performance tracking, we operate with speed, agility, and AI-powered automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 453 **How Do G2 Users Rate Fullcast?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Data Segmentation:** 7.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 10.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Fullcast?** - **Seller:** [Fullcast, Inc.](https://www.g2.com/sellers/fullcast-inc) - **Company Website:** https://www.fullcast.com/ - **Year Founded:** 2017 - **HQ Location:** Salt Lake City, UT - **LinkedIn® Page:** https://www.linkedin.com/company/fullcast-ai/ (388 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Founder, Account Executive - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 62% Small-Business, 30% Mid-Market #### What Are Fullcast's Pros and Cons? **Pros:** - Helpful (13 reviews) - Insights (12 reviews) - Ease of Use (9 reviews) - AI Summary (8 reviews) - Intuitive (8 reviews) **Cons:** - Learning Curve (5 reviews) - Data Management Issues (4 reviews) - Data Inaccuracy (3 reviews) - Integration Issues (3 reviews) - Lack of Detail (3 reviews) ### What Do G2 Reviewers Say About Fullcast? *AI-generated summary from verified user reviews* **Pros:** - Users value the **data-driven insights** of Fullcast, enhancing proactive coaching and actionable team feedback significantly. - Users value the **data-driven insights** from Atrium, enhancing proactive coaching and improving overall team performance. - Users appreciate the **ease of use** of Fullcast, enabling intuitive data visualization and effortless tracking of metrics. - Users appreciate the **actionable insights** provided by Atrium, enhancing team performance tracking and coaching opportunities. - Users find the **intuitive AI features** of Fullcast invaluable for coaching and improving sales performance effectively. **Cons:** - Users note a **steep learning curve** with Fullcast that can hinder initial productivity and navigation efficiency. - Users struggle with **data management issues** in Fullcast, causing delayed and inaccurate insights that hinder effective coaching. - Users frequently experience **data inaccuracy** with Fullcast, leading to confusion and ineffective management decisions. - Users encounter **integration issues** with Fullcast, as data lacks real-time updates and may lead to inaccuracies. - Users express a need for more **configuration options** in Fullcast to enable detailed analysis and opportunity tracking. #### What Are Recent G2 Reviews of Fullcast? **"[Copy.ai is a great business writing assistant](https://www.g2.com/survey_responses/fullcast-review-6756970)"** **Rating:** 5.0/5.0 stars *— Jan-Paul B.* [Read full review](https://www.g2.com/survey_responses/fullcast-review-6756970) --- **"[Powerful, Flexible Territory Modeling with Seamless Salesforce Integration](https://www.g2.com/survey_responses/fullcast-review-12908457)"** **Rating:** 4.0/5.0 stars *— Jess T.* [Read full review](https://www.g2.com/survey_responses/fullcast-review-12908457) --- #### What Are G2 Users Discussing About Fullcast? - [Do you recommend Ebsta Inbox for Salesforce integration, and what benefits have you observed?](https://www.g2.com/discussions/do-you-recommend-ebsta-inbox-for-salesforce-integration-and-what-benefits-have-you-observed) - [What is Copy.ai used for?](https://www.g2.com/discussions/what-is-copy-ai-used-for) - [What is Ebsta Inbox used for?](https://www.g2.com/discussions/what-is-ebsta-inbox-used-for) - [What is Ebsta's Revenue Intelligence Platform used for?](https://www.g2.com/discussions/what-is-ebsta-s-revenue-intelligence-platform-used-for) - [What is Commissionly used for?](https://www.g2.com/discussions/what-is-commissionly-used-for) ### 21. [iSEEit](https://www.g2.com/products/iseeit/reviews) Implement MEDDIC or any other sales methodology (MEDDPICC, SPIN Selling etc.) right within Salesforce with iSEEit. Configure and visualize your sales process, define qualifiers and empower sales teams to qualify the opportunities more accurately and deliver evidence-based forecasts. Instantly identify gaps and take preemptive measures to close deals. No more excel sheets or 3rd party apps. iSEEit provides a centralized location for real-time data entry, retrieval and reporting. Product Features: ● Available on Salesforce Professional, Enterprise and Unlimited Editions ● Compatible with Classic and Lightning ● Fully configurable sales process (MEDDIC out-of-the-box), qualification criteria, exit criteria and checklists ● Build Opportunity and Account Org Charts within Salesforce ● Create fully configurable Sales Playbooks based on your team's best practices ● Visually aided and data-driven forecasting ● Ready to be rolled out in a few hours Services: ● iSEEit remote setup & implementation ● iSEEit product training ● iSEEit sales process configuration workshop ● MEDDIC foundation training ● Deal Reviews & Forecasting training ● Unlimited technical support **Average Rating:** 4.4/5.0 **Total Reviews:** 20 **How Do G2 Users Rate iSEEit?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 6.7/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 5.0/10 (Category avg: 8.7/10) **Who Is the Company Behind iSEEit?** - **Seller:** [iSEEit GmbH](https://www.g2.com/sellers/iseeit-gmbh) - **Year Founded:** 2013 - **HQ Location:** Vienna, Austria - **Twitter:** @NOW_ISEEit (152 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/iseeit-inc-/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 72% Small-Business, 28% Mid-Market #### What Are Recent G2 Reviews of iSEEit? **"[Sales Manager](https://www.g2.com/survey_responses/iseeit-review-105760)"** **Rating:** 5.0/5.0 stars *— Bartosz N.* [Read full review](https://www.g2.com/survey_responses/iseeit-review-105760) --- **"[Great collaboration platform ](https://www.g2.com/survey_responses/iseeit-review-100164)"** **Rating:** 5.0/5.0 stars *— Djordje V.* [Read full review](https://www.g2.com/survey_responses/iseeit-review-100164) --- #### What Are G2 Users Discussing About iSEEit? - [What is iSEEit used for?](https://www.g2.com/discussions/what-is-iseeit-used-for) ### 22. [Accelo](https://www.g2.com/products/accelo/reviews) Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins. **Average Rating:** 4.3/5.0 **Total Reviews:** 661 **How Do G2 Users Rate Accelo?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Data Segmentation:** 7.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 7.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Accelo?** - **Seller:** [Accelo](https://www.g2.com/sellers/accelo) - **Company Website:** https://www.accelo.com/ - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @accelo (2,980 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6652457/ (73 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 72% Small-Business, 25% Mid-Market #### What Are Accelo's Pros and Cons? **Pros:** - Ease of Use (34 reviews) - Project Management (29 reviews) - Efficiency (26 reviews) - Client Management (24 reviews) - Task Management (24 reviews) **Cons:** - Missing Features (20 reviews) - Learning Curve (19 reviews) - Limited Features (16 reviews) - Complexity (12 reviews) - Limited Customization (12 reviews) ### What Do G2 Reviewers Say About Accelo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments. - Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks. - Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth. - Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth. - Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead. **Cons:** - Users express frustration over **missing features** in Accelo, impacting usability and complicating task management. - Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses. - Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance. - Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options. - Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs. #### What Are Recent G2 Reviews of Accelo? **"[Total control of projects and billing in an integrated and agile platform](https://www.g2.com/survey_responses/accelo-review-12720113)"** **Rating:** 4.0/5.0 stars *— Antonio H.* [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) --- **"[Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses](https://www.g2.com/survey_responses/accelo-review-11856029)"** **Rating:** 4.5/5.0 stars *— Ifeoma E.* [Read full review](https://www.g2.com/survey_responses/accelo-review-11856029) --- #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### 23. [Forecastio](https://www.g2.com/products/forecastio/reviews) Forecastio is designed to help sales leaders achieve or surpass their sales quotas by: - Leveraging advanced sales planning to set reasonable quotas based on historical and current team performance. - Properly managing sales capacity to ensure optimal resource allocation. - Accessing accurate sales forecasts to swiftly react to any threats to achieving sales goals. - Receiving real-time sales performance insights that not only highlight problems but also provide actionable recommendations to increase win rates, shorten the sales cycle, and improve overall performance. **Average Rating:** 4.5/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Forecastio?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.9/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.5/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Forecastio?** - **Seller:** [Forecastio](https://www.g2.com/sellers/forecastio) - **Year Founded:** 2023 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/forecastio (5 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 46% Small-Business, 38% Mid-Market #### What Are Forecastio's Pros and Cons? **Pros:** - Time-saving (9 reviews) - Analytics (8 reviews) - Forecasting (7 reviews) - Visibility (6 reviews) - Efficiency (5 reviews) **Cons:** - Complexity (3 reviews) - Steep Learning Curve (3 reviews) - Forecasting Issues (2 reviews) - Integration Issues (2 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About Forecastio? *AI-generated summary from verified user reviews* **Pros:** - Users love how Forecastio offers **time-saving analytics** , simplifying planning and enabling quick, data-driven decisions. - Users value the **detailed sales performance analysis** of Forecastio, enhancing focus on successful sales strategies and engagement. - Users value the **intuitive navigation** of Forecastio, appreciating its ease of use and effective sales forecasting tools. - Users value the **real-time sales reporting** of Forecastio, enhancing control and enabling swift decision-making in sales strategies. - Users commend the **efficiency** of Forecastio, benefiting from streamlined analytics and automated planning for quick decision-making. **Cons:** - Users find **complexity** an issue with Forecastio, citing integration challenges and limited customization options for advanced forecasting. - Users face a **steep learning curve** with Forecastio, making initial use and customization challenging for new adopters. - Users find **forecasting issues** with Forecastio, noting limitations for complex scenarios and large datasets. - Users experience **integration issues** with Forecastio, noting difficulties with CRM connections and the need for third-party tools. - Users find the **learning curve challenging** , wishing for better training to navigate the comprehensive features more easily. #### What Are Recent G2 Reviews of Forecastio? **"[real-time sales data](https://www.g2.com/survey_responses/forecastio-review-10819691)"** **Rating:** 4.5/5.0 stars *— Daryl W.* [Read full review](https://www.g2.com/survey_responses/forecastio-review-10819691) --- **"[Complete sales tracking](https://www.g2.com/survey_responses/forecastio-review-10762028)"** **Rating:** 4.0/5.0 stars *— Jake L.* [Read full review](https://www.g2.com/survey_responses/forecastio-review-10762028) --- ### 24. [CONQUER](https://www.g2.com/products/conquer/reviews) Conquer.io is a leading sales engagement platform designed to empower revenue teams to achieve their goals with greater efficiency and effectiveness. Our mission is to transform the way teams engage with prospects and customers, unlocking new opportunities for growth and success. By unifying communication channels, automating repetitive tasks, and providing actionable insights, Conquer.io helps organizations close deals faster and foster meaningful customer relationships. Our platform offers a comprehensive suite of tools, including auto-dialing, SMS capabilities, AI-powered cadencing, conversational intelligence, call sentiment analysis, and more, all seamlessly integrated into your CRM. With a proven track record of enhancing sales productivity, reducing time-to-close, and increasing pipeline coverage, Conquer.io is trusted by some of the most innovative and successful teams across a variety of industries. By partnering with Conquer.io, organizations gain access to a scalable, customizable solution that adapts to their unique needs, ensuring sustained competitive advantage in an ever-evolving marketplace. SOLUTIONS: Conquer.io has multiple offerings depending upon customer need. These include our Conquer Voice or Conquer Cadence modules, as well as our full Conquer Platform for organizations looking to accelerate their sales to the next level. 1. Conquer Voice: Boost productivity, engage more leads, and close deals faster with Conquer’s advanced voice dialer. Native to Salesforce, Conquer Voice revolutionizes your sales process without having to leave Salesforce, empowering reps to reach their full potential across voice, SMS, and social channels. Additionally, Conquer Voice has been ranked as the leader in dialer quality compared to other popular dialers on the market. 2. Conquer Cadence: Reach buyers on their terms with the only sales engagement platform native to Salesforce. Conquer’s optimized sales cadence empowers your team to build meaningful connections, shorten sales cycles, and close more deals—all with seamless automation that enhances every engagement. 3. Conquer Platform: Includes access to both Conquer Voice and Conquer Cadence, as well as a suite of next-level sales acceleration capabilities: • Omnichannel communication: Boost rep productivity with enterprise-grade multichannel sales management that connects voice, SMS, and social channels—all within your CRM. • AI-driven Insights: Turn data into revenue with AI sales coaching that refines your sales strategy, predicts outcomes, and drives decisions that boost your bottom line. Conquer’s AI insights give your team real-time guidance, identifying high-impact actions. Say goodbye to guesswork and watch your revenue grow like never before. • Dynamic Battlecards: CRM-integrated insights provide real-time objection-handling tips and strategy recommendations based on competitive intel—helping reps confidently navigate negotiations and close deals faster. • Sales Optimization Analytics: Gain a competitive edge with Conquer’s sales optimization analytics. Our platform not only streamlines processes but also provides powerful analytics that unveil trends and performance metrics. By harnessing this data, your team can make informed decisions, optimize strategies, and drive consistent growth. Don’t just manage your pipeline—master it. • Customization and Scalability: Our platform is highly customizable to fit the specific needs of each customer, whether a small team or a global organization. **Average Rating:** 4.3/5.0 **Total Reviews:** 119 **How Do G2 Users Rate CONQUER?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.8/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.3/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind CONQUER?** - **Seller:** [CONQUER](https://www.g2.com/sellers/conquer) - **Year Founded:** 2007 - **HQ Location:** Reno, NV - **LinkedIn® Page:** https://www.linkedin.com/company/727098/ (82 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** District Manager - **Top Industries:** Sports, Human Resources - **Company Size:** 36% Enterprise, 35% Mid-Market #### What Are CONQUER's Pros and Cons? **Pros:** - Ease of Use (4 reviews) - Automation (2 reviews) - Call Recording (2 reviews) - Customizability (2 reviews) - Customization (2 reviews) **Cons:** - Call Issues (3 reviews) - Call Management Issues (2 reviews) - Difficult Implementation (2 reviews) - Implementation Challenges (2 reviews) - Missing Features (2 reviews) ### What Do G2 Reviewers Say About CONQUER? *AI-generated summary from verified user reviews* **Pros:** - Users find CONQUER's **ease of use** exceptional, enabling quick calls and effortless recording of dispositions. - Users appreciate the **seamless automation** features of CONQUER, making it easy to train and utilize effectively. - Users value the **efficient call recording** feature, enhancing their workflow and simplifying employee training. - Users value the **customizability** of CONQUER, allowing tailored experiences that enhance representative autonomy and effectiveness. - Users value the **customization options** of CONQUER, enhancing autonomy and aligning with specific needs effectively. **Cons:** - Users report significant **call issues** , including audio delays and unreliable call recordings, posing major compliance risks. - Users face **call management issues** , including tricky voicemail, missing recordings, and lack of user-friendliness, impacting compliance. - Users find the **difficult implementation** process lengthy, though support remains helpful throughout the experience. - Users find the **implementation challenges** of CONQUER frustrating, despite helpful support during the lengthy setup process. - Users report **missing features** in Conquer, including unreliable call recording and syncing issues with reports. #### What Are Recent G2 Reviews of CONQUER? **"[Conquer has made our team more efficient!](https://www.g2.com/survey_responses/conquer-review-10554746)"** **Rating:** 4.5/5.0 stars *— Justice H.* [Read full review](https://www.g2.com/survey_responses/conquer-review-10554746) --- **"[Very customizable Salesforce platform with a great vendor relatioship](https://www.g2.com/survey_responses/conquer-review-9728321)"** **Rating:** 5.0/5.0 stars *— Nurcan S.* [Read full review](https://www.g2.com/survey_responses/conquer-review-9728321) --- ### 25. [Aviso](https://www.g2.com/products/aviso/reviews) Aviso is a leading AI revenue platform, highly regarded by enterprise giants such as Honeywell, Microsoft GitHub, HPE, and Citi for its exceptional ability to close deals, boost revenue growth, and mitigate risks. By merging human expertise with cutting-edge AI, Aviso consistently delivers remarkable results, including a 40% increase in deal win rates, a 15-36% rise in revenue, and 30% savings in CRM expenses. The core strengths of the Aviso AI Platform include: 1) AI-Guided Deal Forecasting 2) Pipeline & Deal Management 3) Relationship & Activity Intelligence 4) Conversational Intelligence 5) Coaching & Enablement 6) NLP Analytics & Reporting 7) Go-To-Market (GTM) Collaboration 8) Sales Engagement 9) Lead Intelligence 10) Customer Success Intelligence Central to Aviso's Generative AI approach is MIKI, the world's first Generative AI Chief of Staff for Revenue Intelligence, designed to boost GTM teams' productivity and save reps up to 15-20 hours/week. MIKI combines Aviso's core AI models with Generative AI to help various GTM personas with Account Research, Sales Planning & Management, Buyer Meeting Preparation, Prospecting, CRM updates Automation, Email follow-ups, and more. Aviso's platform integrates data from its comprehensive databases, CRM systems, and external sources, processed through an advanced AI/ML layer. This sophisticated system, accessible through web and mobile applications, optimizes customer interactions and sales decisions by harnessing MIKI's insights yet preserves the essential human element in these interactions. Aviso's contribution to advancing Generative AI in Revenue Operations has garnered recognition on prominent financial platforms like the NYSE and Nasdaq. Aviso has been making waves across the research landscape with notable mentions in Forrester Research, Constellation Research, and Harvard Business Review. In the G2 Fall 2023 APAC report, Aviso was distinguished in Customer Revenue Optimization and rated as a High Performer in AI Sales Assistants for enterprise and mid-market sectors, in addition to Sales Analytics. Find your Revenue True North with Aviso AI at www.aviso.com. **Average Rating:** 4.3/5.0 **Total Reviews:** 973 **How Do G2 Users Rate Aviso?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Aviso?** - **Seller:** [Aviso, Inc.](https://www.g2.com/sellers/aviso-inc) - **Company Website:** https://www.aviso.com - **Year Founded:** 2014 - **HQ Location:** Redwood City, CA - **Twitter:** @AvisoInc (895 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3713385/ (373 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 42% Enterprise, 42% Mid-Market #### What Are Aviso's Pros and Cons? **Pros:** - Ease of Use (88 reviews) - Forecasting (68 reviews) - Features (54 reviews) - User Interface (46 reviews) - Efficiency (43 reviews) **Cons:** - Learning Curve (37 reviews) - Slow Loading (24 reviews) - Inaccurate Data (23 reviews) - Missing Features (23 reviews) - Slow Performance (23 reviews) ### What Do G2 Reviewers Say About Aviso? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Aviso, with intuitive filters and clear dashboards enhancing their experience. - Users value the **AI prediction feature** in Aviso, enhancing their ability to forecast and focus on key deals. - Users value the **extensive feature set** of Aviso, enhancing their sales forecasting and routines effectively. - Users enjoy the **clean and organized UI** of Aviso, which enhances navigation and insights for better decision-making. - Users value the **efficiency** of Aviso, enabling fast updates and seamless data management for sales forecasts. **Cons:** - Users experience a **steep learning curve** with Aviso, as setup and navigation can be challenging and time-consuming. - Users report **slow loading times** exceeding 10 seconds per page, hindering their workflow and efficiency. - Users experience **inaccurate data** with Aviso, leading to issues in salesforce integration and unreliable AI forecasts. - Users find Aviso's **missing features** frustrating, as it requires additional forecasting processes and complicates usage. - Users experience **slow performance** , facing lag and delays that hinder data loading and overall usability. #### What Are Recent G2 Reviews of Aviso? **"[Streamlines Forecasting with Intuitive Insights](https://www.g2.com/survey_responses/aviso-review-12792275)"** **Rating:** 4.0/5.0 stars *— Tushar P.* [Read full review](https://www.g2.com/survey_responses/aviso-review-12792275) --- **"[Aviso Simplifies Sales Forecasting and Keeps Us on Track](https://www.g2.com/survey_responses/aviso-review-10761402)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/aviso-review-10761402) --- #### What Are G2 Users Discussing About Aviso? - [What is Aviso used for?](https://www.g2.com/discussions/what-is-aviso-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. --- ## 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.