# Best Sales Analytics Software for Small Business

*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 (24,674 reviews) | AI-native pipeline analytics inside Salesforce | "[Agentforce Sales Streamlines Lead Management with Clear Visibility and Automation](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13129716)" |
| 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,276 reviews) | CRM-native pipeline analytics with marketing-handoff visibility | "[Excellent CRM for sales teams](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963)" |
| 3 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,504 reviews) | Conversation intelligence with AI-driven deal coaching | "[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)" |
| 4 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,048 reviews) | Visual pipeline analytics with deal-stage conversion tracking | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" |
| 5 | [Clari](https://www.g2.com/products/clari/reviews) | 4.6/5.0 (5,503 reviews) | Salesforce-native forecast inspection and pipeline analytics | "[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)" |
| 6 | [Substrata](https://www.g2.com/products/substrata-substrata/reviews) | 4.9/5.0 (1,096 reviews) | Conversation intelligence for buyer intent signals | "[Caught a silent deal-breaker using Q for Email and SoundWave](https://www.g2.com/survey_responses/substrata-review-13135490)" |
| 7 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,031 reviews) | Outbound sales activity tracking with unified communications | "[Easy Setup, Seamless Email Integration, and Responsive Support](https://www.g2.com/survey_responses/close-review-13148546)" |
| 8 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (891 reviews) | SAP-native lead-to-cash pipeline analytics | "[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)" |
| 9 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,834 reviews) | Zoho-native pipeline analytics with Blueprint-enforced data | "[Zoho is the read deal](https://www.g2.com/survey_responses/zoho-crm-review-13048075)" |
| 10 | [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | 4.7/5.0 (3,410 reviews) | — | "[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)" |


## G2 Grid® for Sales Analytics Software
![G2 Grid® for Sales Analytics Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-analytics/grids.png?focus%5B%5D=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 23, 2026*


## How Does G2 Rank Sales Analytics Software Products?

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

- 30 Analysts and Data Experts
- 120,700+ Authentic Reviews
- 203+ Products
- Unbiased Rankings

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


---

**Sponsored**

### SAP Sales Cloud

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



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=626&secure%5Bchosen_at%5D=2026-07-23T10%3A38%3A06Z&secure%5Bdisplayable_resource_id%5D=626&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=626&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&secure%5Bresource_id%5D=626&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=llm_category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-analytics%2Fsmall-business%3Fpage%3D4&secure%5Btoken%5D=2403a2a5bc88f4cae0a24c072baefbb937ee2179d1db009011410ed4606d00ce&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2025%2F01%2Fcc18428e-ee7e-0010-bca6-c68f7e60039b.html%3Fcampaigncode%3DCRM-YD25-CEX-407334%26source%3DSALES-click-campaign-G2&secure%5Burl_type%5D=custom_url)

---

## What Are the Top-Rated Sales Analytics Software Products in 2026?
### 1. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
HubSpot Sales Hub is a software designed to help growing sales teams close deals faster by combining sales engagement tools, AI-powered productivity features, and workflow automation in a unified platform. The software provides email tracking, meeting scheduling, document sharing, and AI-driven next-action suggestions by leveraging the HubSpot Smart CRM as a single source of customer data. It automates routine sales processes and reduces administrative friction caused by manual coordination and fragmented customer information. HubSpot Sales Hub addresses inefficient deal velocity and incomplete buyer context by connecting communication history, marketing interactions, and service data in one shared system. The software supports use cases ranging from small business prospecting to enterprise pipeline management, with fast onboarding, flexible scaling, and unified reporting for sales leaders.


**Average Rating:** 4.4/5.0
**Total Reviews:** 13,276
**How Do G2 Users Rate HubSpot Sales Hub?**

- **Has the product been a good partner in doing business?:** 8.7/10 (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 HubSpot Sales Hub?**

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** https://hubspot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, Massachusetts, United States
- **Twitter:** @HubSpot (784,270 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 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:** 60% Small-Business, 35% Mid-Market


#### What Are HubSpot Sales Hub's Pros and Cons?

**Pros:**

- Ease of Use (1216 reviews)
- Features (702 reviews)
- Helpful (672 reviews)
- Lead Management (571 reviews)
- Intuitive (538 reviews)

**Cons:**

- Missing Features (435 reviews)
- Limited Features (409 reviews)
- Learning Curve (384 reviews)
- Expensive (318 reviews)
- Limited Customization (288 reviews)


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

**Pros:**

- Users appreciate the **intuitive interface** of HubSpot Sales Hub, simplifying their workflow with effective tools and integrations.
- Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales processes significantly.
- Users appreciate the **comprehensive visibility** of HubSpot Sales Hub, significantly enhancing their sales management and decision-making.
- Users value the **centralized lead management** features of HubSpot Sales Hub, enhancing organization and efficiency in sales processes.
- Users value the **intuitive interface** of HubSpot Sales Hub, allowing teams to easily navigate and enhance productivity.

**Cons:**

- Users find the **missing features** of HubSpot Sales Hub, like limited functionality and tagging issues, frustrating.
- Users find the **limited features** of HubSpot Sales Hub restrict their experience, especially regarding the dashboard and mobile app.
- Users face a **large learning curve** with HubSpot Sales Hub, finding integrations complicated and training necessary for clarity.
- Users find the **cost increasingly burdensome** amidst ongoing technical issues and frustrating platform limitations.
- Users find HubSpot Sales Hub has **limited customization** , causing frustration with bulk actions and workflow flexibility.

#### What Are Recent G2 Reviews of HubSpot Sales Hub?

**"[Highly Customisable, but Easy to Underutilise Without Training](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13127671)"**

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

[Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13127671)

---

**"[Excellent CRM for sales teams](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963)"**

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

[Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963)

---


#### What Are G2 Users Discussing About HubSpot Sales Hub?

- [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments
- [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments
- [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments
- [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments
- [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments

### 2. [Pipedrive](https://www.g2.com/products/pipedrive/reviews)
Pipedrive is a software designed to help sales teams of all sizes close more deals through an easy-to-use customer relationship management platform. The software provides customizable sales pipelines, real-time performance insights, and AI-powered selling features by leveraging an intuitive pipeline-focused interface. It automates deal tracking and follow-up workflows and reduces the manual effort of managing leads and opportunities across the sales cycle. Pipedrive addresses the challenge of slow, disorganized sales processes by giving teams clear visual pipeline management and actionable data. The software supports use cases including lead management, activity scheduling, and sales reporting for more than 100,000 companies worldwide.


**Average Rating:** 4.3/5.0
**Total Reviews:** 3,048
**How Do G2 Users Rate Pipedrive?**

- **Has the product been a good partner in doing business?:** 8.7/10 (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:** 8.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind Pipedrive?**

- **Seller:** [Pipedrive](https://www.g2.com/sellers/pipedrive)
- **Company Website:** https://www.pipedrive.com
- **Year Founded:** 2010
- **HQ Location:** New York
- **Twitter:** @pipedrive (14,355 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1876917/ (1,051 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CEO, Sales Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 70% Small-Business, 23% Mid-Market


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

**Pros:**

- Ease of Use (574 reviews)
- Intuitive (274 reviews)
- Simple (243 reviews)
- Helpful (231 reviews)
- Integrations (210 reviews)

**Cons:**

- Missing Features (230 reviews)
- Limited Features (151 reviews)
- Learning Curve (118 reviews)
- Integration Issues (108 reviews)
- Expensive (102 reviews)


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

**Pros:**

- Users value the **ease of use** in Pipedrive, enjoying an intuitive interface and straightforward navigation.
- Users appreciate the **intuitive interface** of Pipedrive, allowing easy customization and seamless interaction without a tech background.
- Users appreciate the **ease of use** of Pipedrive, making daily operations and setup straightforward and user-friendly.
- Users commend Pipedrive for its **helpful features** that enhance client management and organization, making tasks easier.
- Users value the **seamless integrations** of Pipedrive, enhancing campaign attribution and boosting overall organizational efficiency.

**Cons:**

- Users find the **missing features** and high costs of add-ons limiting for solo practices and small businesses.
- Users find **limited features** in Pipedrive, particularly in reporting and automation, hindering advanced functionality.
- Users find the **steep learning curve** challenging, requiring more training and time to master Pipedrive's features.
- Users face **integration issues** with Pipedrive, particularly with Google Calendar, complicating meeting details accessibility.
- Users find the **subscription costs excessive** , making it challenging for smaller practices to justify the expense.

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

**"[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)"**

**Rating:** 5.0/5.0 stars
*— Mark (Max) D.*

[Read full review](https://www.g2.com/survey_responses/pipedrive-review-13043351)

---

**"[A great visual and customizable CRM with Room for Label Improvements](https://www.g2.com/survey_responses/pipedrive-review-13019176)"**

**Rating:** 4.0/5.0 stars
*— Pasi R.*

[Read full review](https://www.g2.com/survey_responses/pipedrive-review-13019176)

---


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

- [What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?](https://www.g2.com/discussions/what-features-of-pipedrive-are-most-beneficial-for-new-sales-professionals-to-track-and-optimize-their-sales-pipeline) - 2 comments
- [What is Pipedrive used for?](https://www.g2.com/discussions/pipedrive-what-is-pipedrive-used-for) - 2 comments
- [Is Pipedrive free?](https://www.g2.com/discussions/is-pipedrive-free) - 2 comments
- [What is Pipedrive software?](https://www.g2.com/discussions/what-is-pipedrive-software) - 2 comments
- [What is Pipedrive used for?](https://www.g2.com/discussions/what-is-pipedrive-used-for) - 2 comments

### 3. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
Agentforce Sales (formerly Salesforce Sales Cloud) is a software designed to accelerate revenue growth by unifying human sellers and AI agents at every step of the sales cycle. The software provides pipeline development, buyer engagement, and revenue intelligence by leveraging AI agents, automation, and an integrated growth platform. It automates sales workflows and reduces manual effort across data management, analytics, and team productivity tasks. Agentforce Sales addresses fragmented sales execution by connecting revenue lifecycle management, CPQ, sales performance management, and partner relationship management in one platform. The software supports use cases including AI-powered sales engagement, forecast accuracy, and partner channel management across mid-market and enterprise organizations.


**Average Rating:** 4.4/5.0
**Total Reviews:** 24,674
**How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?**

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

**Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?**

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** https://www.salesforce.com/
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce (579,511 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 46% Mid-Market, 34% Enterprise


#### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons?

**Pros:**

- Ease of Use (3657 reviews)
- Features (3166 reviews)
- Lead Management (2050 reviews)
- Customization (1640 reviews)
- Customizability (1619 reviews)

**Cons:**

- Learning Curve (1830 reviews)
- Limitations (1411 reviews)
- Missing Features (1147 reviews)
- Limited Features (1126 reviews)
- Expensive (1109 reviews)


### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)?
*AI-generated summary from verified user reviews*

**Pros:**

- Users commend the **ease of use** of Agentforce Sales, appreciating seamless access to all customer information in one location.
- Users value the **feature-rich platform** of Agentforce Sales, enhancing seller efficiency and customer engagement.
- Users value the **powerful lead management** features of Agentforce Sales, enhancing customer experience and team collaboration.
- Users value the **extensive customization options** of Agentforce Sales, tailoring it to fit unique business needs effortlessly.
- Users value the **extensive customizability** of Agentforce Sales, allowing tailored solutions for unique business needs.

**Cons:**

- Users find the **learning curve steep** , as configuration is time-consuming and report creation can be confusing.
- Users find **customization limitations** and complexity frustrating, especially for smaller teams with simpler needs.
- Users find the **missing features** in Agentforce Sales hinder their ability to manage complex issues easily.
- Users find the **limited features** of Agentforce Sales require time and expertise for effective customization and reporting.
- Users find the **pricing model expensive** , which can be prohibitive for smaller companies and those with limited budgets.

#### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)?

**"[Scalable CRM for Modern Enterprise Sales Teams](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005)"**

**Rating:** 5.0/5.0 stars
*— 岡本 健太 O.*

[Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005)

---

**"[Agentforce Sales Streamlines Lead Management with Clear Visibility and Automation](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13129716)"**

**Rating:** 4.0/5.0 stars
*— Ishita P.*

[Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13129716)

---


#### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)?

- [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments
- [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments
- [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments
- [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment
- [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments

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


**Average Rating:** 4.6/5.0
**Total Reviews:** 847
**How Do G2 Users Rate Bigin by Zoho CRM?**

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

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

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

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


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

**Pros:**

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

**Cons:**

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


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

**Pros:**

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

**Cons:**

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

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

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

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

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

---

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

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

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

---


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

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

### 5. [Close](https://www.g2.com/products/close/reviews)
Close is a software designed to help sales teams act on their CRM data and close more deals through built-in calling, email, SMS, and automation in a single platform. The software provides instant lead outreach, automated follow-up, and AI-driven prospect qualification by leveraging Chloe, a native AI sales teammate that takes real conversational action. It automates lead engagement and re-engagement workflows and reduces dropped leads and stalled deals by ensuring every prospect receives a timely response. Close addresses the inefficiency of stitching together separate communication tools by embedding all outreach channels directly into the CRM. The software supports use cases including inbound lead response, pipeline acceleration, and meeting booking for more than 10,000 small and mid-market sales teams.


**Average Rating:** 4.7/5.0
**Total Reviews:** 2,031
**How Do G2 Users Rate Close?**

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

**Who Is the Company Behind Close?**

- **Seller:** [Close](https://www.g2.com/sellers/close)
- **Company Website:** https://close.com
- **Year Founded:** 2013
- **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
- **Twitter:** @Close (6,592 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2597204/ (213 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 76% Small-Business, 20% Mid-Market


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

**Pros:**

- Ease of Use (819 reviews)
- Helpful (441 reviews)
- Features (394 reviews)
- Simple (387 reviews)
- Intuitive (358 reviews)

**Cons:**

- Missing Features (244 reviews)
- Call Issues (181 reviews)
- Limited Features (130 reviews)
- Limited Customization (95 reviews)
- Learning Curve (92 reviews)


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

**Pros:**

- Users find Close to be **very user-friendly** , with seamless integrations that streamline processes and enhance productivity.
- Users appreciate the **user-friendly interface** of Close, enabling smooth workflows for both inside and outside sales teams.
- Users praise the **comprehensive communication features** of Close, enhancing efficiency in managing client interactions effortlessly.
- Users praise the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient.
- Users love the **intuitive dashboard design** of Close, appreciating its streamlined features and user-friendly experience.

**Cons:**

- Users find that **missing features** on the mobile app limit functionality compared to the desktop version.
- Users often face **call issues** like disconnects from devices, affecting their overall experience with Close.
- Users find the **limited features** of Close frustrating, especially for B2C needs and when needing more operational options.
- Users find the **limited customization** options frustrating, hindering advanced reporting and personalized dashboard creation.
- Users find the **learning curve challenging** due to merging complexities and limited customization options in Close.

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

**"[Easy Setup, Seamless Email Integration, and Responsive Support](https://www.g2.com/survey_responses/close-review-13148546)"**

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

[Read full review](https://www.g2.com/survey_responses/close-review-13148546)

---

**"[Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement](https://www.g2.com/survey_responses/close-review-9339114)"**

**Rating:** 4.5/5.0 stars
*— Gaël L.*

[Read full review](https://www.g2.com/survey_responses/close-review-9339114)

---


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

- [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments
- [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment

### 6. [Gong](https://www.g2.com/products/gong/reviews)
Gong is a software designed to transform how revenue teams win by unifying data, insights, and workflows into a single operating system for sales execution. The software provides deep customer and team understanding, automated workflow execution, and deal intelligence by leveraging the Gong Revenue Graph, AI-powered intelligence, and specialized agents. It automates critical sales workflows and reduces manual effort involved in note-taking, lead generation, and deal tracking. Gong addresses fragmented revenue operations by observing, guiding, and acting alongside sales teams within one trusted platform. The software supports use cases including pipeline management, sales coaching, and revenue forecasting for more than 5,000 companies worldwide, including LinkedIn, Shopify, Slack, and Twilio.


**Average Rating:** 4.7/5.0
**Total Reviews:** 6,504
**How Do G2 Users Rate Gong?**

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

**Who Is the Company Behind Gong?**

- **Seller:** [Gong](https://www.g2.com/sellers/gong)
- **Company Website:** https://www.gong.io
- **Year Founded:** 2015
- **HQ Location:** San Francisco, California
- **Twitter:** @Gong_io (7,641 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10454372/ (2,605 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:** 69% Mid-Market, 18% Enterprise


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

**Pros:**

- Helpful (301 reviews)
- Ease of Use (240 reviews)
- Call Recording (194 reviews)
- Accuracy (188 reviews)
- AI Summary (186 reviews)

**Cons:**

- Call Issues (119 reviews)
- Recording Issues (77 reviews)
- AI Inaccuracy (69 reviews)
- AI Limitations (67 reviews)
- Missing Features (60 reviews)


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

**Pros:**

- Users find Gong's **time-saving insights** invaluable, enhancing visibility into conversations and simplifying reviews and coaching sessions.
- Users find Gong's **ease of use** invaluable for quickly accessing and analyzing sales call insights.
- Users love the **call recording feature** of Gong, praising its ease of use and AI-driven insights for coaching.
- Users value the **transcription accuracy** of Gong, enabling actionable insights and effective coaching for improved team performance.
- Users appreciate Gong's **intuitive AI tools** , which elevate sales efficiency and provide vital insights effortlessly.

**Cons:**

- Users experience **call access delays** that hinder quick follow-ups and make searching past recordings challenging.
- Users experience **recording issues** with Gong, including mistakes in audio translation and trouble locating past calls.
- Users find the **AI inaccuracy** frustrating, impacting efficiency and the relevance of insights provided by Gong.
- Users find the **AI limitations** frustrating, particularly in accuracy and lack of real-time analysis and integration.
- Users are frustrated by the **missing features** , particularly with limited search functionality and action item suggestions.

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

**"[Brilliant AI, Extremely Intuitive Platform](https://www.g2.com/survey_responses/gong-review-12892641)"**

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

[Read full review](https://www.g2.com/survey_responses/gong-review-12892641)

---

**"[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)"**

**Rating:** 5.0/5.0 stars
*— Connor H.*

[Read full review](https://www.g2.com/survey_responses/gong-review-12837945)

---


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

- [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/gong-how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - 2 comments
- [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights)
- [What is Gong used for?](https://www.g2.com/discussions/what-is-gong-used-for)
- [Is Gong a public?](https://www.g2.com/discussions/is-gong-a-public) - 1 comment
- [How Much Does Gong IO cost?](https://www.g2.com/discussions/how-much-does-gong-io-cost) - 1 comment

### 7. [Substrata](https://www.g2.com/products/substrata-substrata/reviews)
Substrata is a software designed to help dealmakers sell smarter and close more deals by uncovering the behavioral dynamics within sales conversations. The software provides analysis of attitudes, emotions, intentions, and power dynamics by leveraging AI-driven behavioral data analysis. It automates the interpretation of client interaction signals and reduces blind spots in understanding buyer intent and social context. Substrata addresses the challenge of hidden deal risk and misread buyer sentiment by surfacing real-time behavioral intelligence for sales professionals. The software supports use cases including opportunity qualification, client conversation analysis, and AI-assisted sales strategy for small and mid-market businesses.


**Average Rating:** 4.9/5.0
**Total Reviews:** 1,096
**How Do G2 Users Rate Substrata?**

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

**Who Is the Company Behind Substrata?**

- **Seller:** [Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea)
- **Company Website:** https://www.substrata.me/
- **Year Founded:** 2020
- **HQ Location:** Tel Aviv, Israel
- **Twitter:** @SubstrataHQ (517 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/substrata-company/ (33 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Sales Development Representative, Project Manager
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 45% Small-Business, 41% Mid-Market


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

**Pros:**

- Accuracy (535 reviews)
- Helpful (441 reviews)
- Conversation Analysis (390 reviews)
- Insights (336 reviews)
- Time-saving (277 reviews)

**Cons:**

- Learning Curve (307 reviews)
- Limited Customization (147 reviews)
- Complexity (118 reviews)
- Time-Consuming (102 reviews)
- Dashboard Issues (99 reviews)


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

**Pros:**

- Users value the **accuracy** of Substrata in enhancing communication clarity and strategic messaging for stakeholders.
- Users find Substrata **invaluable for project management** , enhancing communication, coordination, and decision-making efficiency in solar projects.
- Users highly value the **clarified and actionable communication** enabled by Substrata's advanced tools for effective outreach.
- Users value the **strategic communication enhancement** from Substrata, empowering them to engage clients effectively with tailored messages.
- Users value the **time-saving capabilities** of Substrata, enabling efficient prospect tracking and streamlined outreach efforts.

**Cons:**

- Users find the **initial learning curve** of Substrata challenging, needing time to master its features and insights.
- Users desire more **customization options** for improved usability, especially for C-level executives managing diverse metrics.
- Users find the **initial setup and complex interface** of Substrata overwhelming, impacting the overall user experience.
- Users find the **time-consuming setup** and analysis process of Substrata challenging, creating hurdles in quick data access.
- Users find the **dashboard overwhelming** initially, needing time to learn and customize advanced features effectively.

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

**"[The best way to coach reps on maintaining control in multi-party meetings](https://www.g2.com/survey_responses/substrata-review-13141232)"**

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

[Read full review](https://www.g2.com/survey_responses/substrata-review-13141232)

---

**"[Caught a silent deal-breaker using Q for Email and SoundWave](https://www.g2.com/survey_responses/substrata-review-13135490)"**

**Rating:** 5.0/5.0 stars
*— Chetan H.*

[Read full review](https://www.g2.com/survey_responses/substrata-review-13135490)

---



### 8. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews)
Zoho CRM is a software designed to provide mid-scale businesses and large enterprises with a 360-degree view of their customer relationships and sales operations. The software provides contact management, pipeline management, sales forecasting, marketing campaign management, and customer support by leveraging an AI-powered conversational assistant and cloud-based infrastructure. It automates workflow execution and task management and reduces manual coordination across sales, marketing, and service functions. Zoho CRM addresses the challenge of managing fragmented business operations by consolidating all customer-facing activities into a single system integrated with 500-plus popular business applications. The software supports use cases including inventory management, reporting and analytics, and end-to-end sales cycle management for small, mid-market, and enterprise organizations.


**Average Rating:** 4.1/5.0
**Total Reviews:** 2,834
**How Do G2 Users Rate Zoho CRM?**

- **Has the product been a good partner in doing business?:** 8.0/10 (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:** 8.6/10 (Category avg: 8.7/10)

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

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

**Who Uses This Product?**
- **Who Uses This:** Owner, CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 62% Small-Business, 33% Mid-Market


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

**Pros:**

- Ease of Use (271 reviews)
- Features (172 reviews)
- Integrations (140 reviews)
- Lead Management (116 reviews)
- Easy Integrations (115 reviews)

**Cons:**

- Learning Curve (112 reviews)
- Limited Features (71 reviews)
- Integration Issues (70 reviews)
- Complexity (68 reviews)
- Poor Customer Support (67 reviews)


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

**Pros:**

- Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive.
- Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience.
- Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly.
- Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications.
- Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools.

**Cons:**

- Users find the **learning curve challenging** , especially with advanced features that require time to master.
- Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems.
- Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality.
- Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems.
- Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries.

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

**"[Zoho is the read deal](https://www.g2.com/survey_responses/zoho-crm-review-13048075)"**

**Rating:** 5.0/5.0 stars
*— Joan Pablo F.*

[Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048075)

---

**"[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)"**

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

[Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297)

---


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

- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote
- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments
- [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes
- [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes
- [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote

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


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

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

**Who Is the Company Behind Nutshell?**

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

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


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

**Pros:**

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

**Cons:**

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


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

**Pros:**

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

**Cons:**

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

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

**"[Perfect for a one-man-show!](https://www.g2.com/survey_responses/nutshell-review-4955887)"**

**Rating:** 5.0/5.0 stars
*— Tom B.*

[Read full review](https://www.g2.com/survey_responses/nutshell-review-4955887)

---

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

**Rating:** 5.0/5.0 stars
*— Omar S.*

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

---



### 10. [Looker](https://www.g2.com/products/looker/reviews)
Looker is a software designed to enable organizations to explore, query, and act on their data through a self-service and governed business intelligence platform built on Google Cloud. The software provides custom application development with trusted metrics, governed BI reporting, and flexible data modeling by leveraging Google Cloud infrastructure and Looker's semantic modeling layer. It automates data access and metric governance workflows and reduces the engineering overhead associated with inconsistent or siloed analytics environments. Looker addresses the challenge of fragmented, ungoverned data by providing a single trusted modeling layer that can be brought into existing data environments. The software supports use cases including self-service analytics, embedded BI applications, and data engineering efficiency improvements for mid-market and enterprise data and analytics teams.


**Average Rating:** 4.4/5.0
**Total Reviews:** 1,589
**How Do G2 Users Rate Looker?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.7/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.8/10 (Category avg: 8.7/10)

**Who Is the Company Behind Looker?**

- **Seller:** [Google](https://www.g2.com/sellers/google)
- **Year Founded:** 1998
- **HQ Location:** Mountain View, CA
- **Twitter:** @google (31,899,995 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1441/ (341,888 employees on LinkedIn®)
- **Ownership:** NASDAQ:GOOG

**Who Uses This Product?**
- **Who Uses This:** Data Analyst, Data Engineer
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Mid-Market, 20% Enterprise


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

**Pros:**

- Ease of Use (108 reviews)
- Insights (64 reviews)
- Easy Integrations (57 reviews)
- Integrations (54 reviews)
- Analytics (51 reviews)

**Cons:**

- Learning Curve (52 reviews)
- Learning Difficulty (38 reviews)
- Slow Loading (29 reviews)
- Slow Performance (29 reviews)
- Complexity (27 reviews)


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

**Pros:**

- Users value the **ease of use** in Looker, enabling anyone to create reports without technical expertise.
- Users value Looker's **dynamics of real-time reporting** and seamless integration, enhancing decision-making and data visualization.
- Users appreciate the **easy integrations** of Looker, allowing seamless connectivity with multiple data sources for insightful analytics.
- Users value the **seamless integrations** within Looker, enhancing functionality and providing quality insights across platforms.
- Users appreciate Looker's **dynamic and live reporting** , which enhances real-time analytics and decision-making across multiple platforms.

**Cons:**

- Users find the **steep learning curve** of Looker challenging, particularly for those without technical expertise.
- Users find Looker's interface challenging due to its **steep learning curve** and the complexity of LookML for beginners.
- Users experience **slow loading times** with Looker, particularly when dealing with large datasets, complicating dashboard creation.
- Users often experience **slow performance** with Looker, especially when dealing with complex data transformations and dashboard loading times.
- Users find Looker’s **complexity** challenging, with a steep learning curve and integration issues hindering efficiency.

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

**"[Transforms Data, But Challenging for Beginners](https://www.g2.com/survey_responses/looker-review-12784757)"**

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

[Read full review](https://www.g2.com/survey_responses/looker-review-12784757)

---

**"[Powerful once it's set up properly, that's once is doing a lot of work in that sentence](https://www.g2.com/survey_responses/looker-review-12863840)"**

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

[Read full review](https://www.g2.com/survey_responses/looker-review-12863840)

---


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

- [What is Looker used for?](https://www.g2.com/discussions/what-is-looker-used-for) - 1 comment
- [Why is looker so powerful?](https://www.g2.com/discussions/why-is-looker-so-powerful)
- [Is looker an ETL tool?](https://www.g2.com/discussions/is-looker-an-etl-tool) - 4 comments
- [What is Looker software?](https://www.g2.com/discussions/what-is-looker-software)

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


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

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

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

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

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


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

**Pros:**

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

**Cons:**

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


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

**Pros:**

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

**Cons:**

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

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

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

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

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

---

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

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

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

---


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

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

### 12. [Salesloft](https://www.g2.com/products/salesloft/reviews)
Salesloft is a software designed to help revenue organizations move beyond fragmented sales applications and drive predictable, scalable growth through a unified AI-powered platform. The software provides deal data signal capture, pipeline risk identification, forecast management, and aligned sales execution by leveraging tailor-built AI that creates context and drives action across sales teams. It automates proactive outreach and follow-up workflows and reduces hours lost to siloed insights and disconnected sales processes. Salesloft addresses misaligned revenue execution and unpredictable forecasting by giving sales teams shared understanding and faster decision-making within a single system. The software supports use cases including sales engagement, pipeline management, and enterprise-scale revenue execution for customers such as Adobe, 3M, IBM, and Zoom.


**Average Rating:** 4.5/5.0
**Total Reviews:** 4,153
**How Do G2 Users Rate Salesloft?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.0/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.1/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10)

**Who Is the Company Behind Salesloft?**

- **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft)
- **Company Website:** https://salesloft.com
- **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, Sales Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 56% Mid-Market, 23% Small-Business


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

**Pros:**

- Ease of Use (256 reviews)
- Integrations (211 reviews)
- Email Tracking (201 reviews)
- Easy Tracking (165 reviews)
- Helpful (158 reviews)

**Cons:**

- Call Issues (164 reviews)
- Integration Issues (134 reviews)
- Learning Curve (116 reviews)
- Limited Features (114 reviews)
- Missing Features (95 reviews)


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

**Pros:**

- Users appreciate the **ease of use** of Salesloft, enhancing their daily selling experience with a simple, organized interface.
- Users value the **seamless integration** with Salesforce, enhancing outreach efficiency and organization across teams.
- Users appreciate the **email tracking features** for easily measuring open rates and managing tasks efficiently.
- Users appreciate the **easy tracking** features of Salesloft, enhancing their efficiency in managing outreach campaigns.
- Users find Salesloft **extremely helpful** in managing pipelines and measuring engagement through open rates and templates.

**Cons:**

- Users experience **call issues** with Salesloft, finding the app misaligned during calls and support inconsistent.
- Users experience **integration issues** with Salesloft, particularly with HubSpot and other platforms, affecting efficiency.
- Users find the **learning curve steep** , making initial use of Salesloft challenging and somewhat overwhelming.
- Users highlight the **limited features** of Salesloft, expressing a desire for enhanced integrations and customization options.
- Users feel Salesloft is missing **key features** like an auto-dialer and domain rotation, hindering productivity and email deliverability.

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

**"[Easy-to-Use Cadences and Automation That Boost SDR Efficiency](https://www.g2.com/survey_responses/salesloft-review-12625459)"**

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

[Read full review](https://www.g2.com/survey_responses/salesloft-review-12625459)

---

**"[Boosts Sales Execution with Structured Cadences and CRM-Integrated Insights](https://www.g2.com/survey_responses/salesloft-review-12628860)"**

**Rating:** 4.0/5.0 stars
*— Harrison P.*

[Read full review](https://www.g2.com/survey_responses/salesloft-review-12628860)

---


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

- [What innovative strategies are sales teams adopting with Salesloft to enhance customer engagement and sales effectiveness?](https://www.g2.com/discussions/what-innovative-strategies-are-sales-teams-adopting-with-salesloft-to-enhance-customer-engagement-and-sales-effectiveness)
- [How is Salesloft being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-salesloft-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - 1 comment
- [What is Salesloft used for?](https://www.g2.com/discussions/salesloft-what-is-salesloft-used-for) - 1 comment
- [How much does SalesLoft cost?](https://www.g2.com/discussions/how-much-does-salesloft-cost)
- [Is SalesLoft a CRM?](https://www.g2.com/discussions/is-salesloft-a-crm) - 6 comments, 1 upvote

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


**Average Rating:** 4.4/5.0
**Total Reviews:** 14,190
**How Do G2 Users Rate ActiveCampaign?**

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

**Who Is the Company Behind ActiveCampaign?**

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

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


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

**Pros:**

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

**Cons:**

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


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

**Pros:**

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

**Cons:**

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

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

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

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

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

---

**"[Powerful Automation That Saves Me Time](https://www.g2.com/survey_responses/activecampaign-review-12541193)"**

**Rating:** 5.0/5.0 stars
*— Nadine T.*

[Read full review](https://www.g2.com/survey_responses/activecampaign-review-12541193)

---


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

- [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment
- [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment
- [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment
- [Does ActiveCampaign have a CRM?](https://www.g2.com/discussions/does-activecampaign-have-a-crm) - 7 comments
- [What is ActiveCampaign used for?](https://www.g2.com/discussions/what-is-activecampaign-used-for) - 20 comments

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


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

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

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

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

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


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

**Pros:**

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

**Cons:**

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


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

**Pros:**

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

**Cons:**

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

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

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

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

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

---

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

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

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

---


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

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

### 15. [Copper](https://www.g2.com/products/copper/reviews)
Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1,125
**How Do G2 Users Rate Copper?**

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

**Who Is the Company Behind Copper?**

- **Seller:** [Copper](https://www.g2.com/sellers/copper)
- **Company Website:** https://www.copper.com
- **Year Founded:** 2012
- **HQ Location:** San Francisco, CA
- **Twitter:** @CopperInc (2,379 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/copper-inc/ (305 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CEO, Owner
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 79% Small-Business, 18% Mid-Market


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

**Pros:**

- Ease of Use (25 reviews)
- Gmail Integration (16 reviews)
- Integration (16 reviews)
- Integrations (14 reviews)
- Seamless Integration (13 reviews)

**Cons:**

- Limited Features (10 reviews)
- Expensive (9 reviews)
- Missing Features (9 reviews)
- Integration Issues (8 reviews)
- Limited Customization (7 reviews)


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

**Pros:**

- Users appreciate the **ease of use** of Copper, benefiting from its seamless integration with Google Workspace.
- Users value the **seamless Gmail integration** of Copper, enhancing efficiency in contact management and engagement.
- Users value Copper's **seamless integration** with Google Workspace, enhancing efficiency in contact and pipeline management.
- Users value the **seamless integration** with Google Workspace, streamlining contact management and enhancing email engagement efficiently.
- Users value the **seamless integration** of Copper with Google Workspace, enhancing workflow and reducing manual efforts.

**Cons:**

- Users note the **limited features** of Copper, restricting customization and advanced reporting compared to larger enterprise CRMs.
- Users find the **pricing for features and currency changes** to be prohibitively high, impacting overall value.
- Users find Copper lacking in **advanced features** like automation and robust customer support, making tasks cumbersome.
- Users find **integration issues** with Google Voice and document management complicate their workflow and increase workload significantly.
- Users find **limited customization** options in Copper, making it less adaptable for complex organizational needs.

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

**"[GDPR-Compliant CRM with Room for Improvement](https://www.g2.com/survey_responses/copper-review-13042800)"**

**Rating:** 4.0/5.0 stars
*— Martha  B.*

[Read full review](https://www.g2.com/survey_responses/copper-review-13042800)

---

**"[Copper CRM Streamlined Our Workflow with Fast Search, Smart Automations, and Great Visibility](https://www.g2.com/survey_responses/copper-review-12822250)"**

**Rating:** 5.0/5.0 stars
*— Matt M.*

[Read full review](https://www.g2.com/survey_responses/copper-review-12822250)

---


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

- [What is Copper used for?](https://www.g2.com/discussions/what-is-copper-used-for)
- [What is copper app?](https://www.g2.com/discussions/what-is-copper-app) - 1 comment
- [How is copper used in CRM?](https://www.g2.com/discussions/how-is-copper-used-in-crm) - 1 comment
- [What is copper CRM?](https://www.g2.com/discussions/what-is-copper-crm) - 2 comments

### 16. [Salesmate](https://www.g2.com/products/salesmate/reviews)
Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage.


**Average Rating:** 4.7/5.0
**Total Reviews:** 114
**How Do G2 Users Rate Salesmate?**

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

**Who Is the Company Behind Salesmate?**

- **Seller:** [Salesmate](https://www.g2.com/sellers/salesmate)
- **Company Website:** https://www.salesmate.io
- **Year Founded:** 2016
- **HQ Location:** Charlotte, NC
- **Twitter:** @SalesmateIO (2,114 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/salesmate/about (28 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 73% Small-Business, 14% Mid-Market


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

**Pros:**

- Ease of Use (16 reviews)
- Customer Support (15 reviews)
- Features (14 reviews)
- Helpful (12 reviews)
- Automation (9 reviews)

**Cons:**

- Integration Issues (4 reviews)
- Limited Features (4 reviews)
- Missing Features (4 reviews)
- Learning Curve (3 reviews)
- Not Intuitive (3 reviews)


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

**Pros:**

- Users love the **ease of use** of Salesmate, finding it intuitive and convenient for managing their sales functions.
- Users commend Salesmate's **excellent customer support** , appreciating quick responses and a clean interface for enhanced experience.
- Users love the **super clean interface** and **amazing customer care** that enhance their Salesmate experience.
- Users appreciate the **amazing support** from Salesmate, which greatly enhances their user experience and confidence.
- Users appreciate the **efficient automation features** of Salesmate, significantly saving time and enhancing productivity during the sales process.

**Cons:**

- Users encounter **integration issues** with Salesmate, affecting workflow automation and third-party compatibility experiences.
- Users find the **limited features** of Salesmate challenging, particularly regarding advanced configurations and third-party integrations.
- Users find **missing features** in Salesmate, particularly in customer support, email management, and mobile functionality.
- Users face a **learning curve** for advanced configurations, requiring significant involvement from technical support initially.
- Users find Salesmate to be **not intuitive** , requiring technical help for advanced configurations and setup adjustments.

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

**"[Dream Team](https://www.g2.com/survey_responses/salesmate-review-12820899)"**

**Rating:** 5.0/5.0 stars

[Read full review](https://www.g2.com/survey_responses/salesmate-review-12820899)

---

**"[The first CRM that actually keeps up with my deal flow](https://www.g2.com/survey_responses/salesmate-review-12970513)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Real Estate*

[Read full review](https://www.g2.com/survey_responses/salesmate-review-12970513)

---


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

- [Is HubSpot free?](https://www.g2.com/discussions/is-hubspot-free)
- [Who owns Salesmate?](https://www.g2.com/discussions/who-owns-salesmate) - 1 comment
- [Is Salesmate good?](https://www.g2.com/discussions/is-salesmate-good) - 1 comment
- [How does Salesmate work?](https://www.g2.com/discussions/how-does-salesmate-work)

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


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

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

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

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

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



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

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

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

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

---

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

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

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

---



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


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

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

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

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

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


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

**Pros:**

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

**Cons:**

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


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

**Pros:**

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

**Cons:**

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

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

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

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

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

---

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

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

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

---


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

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

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


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

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

**Who Is the Company Behind InsideSales?**

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

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



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

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

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

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

---

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

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

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

---


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

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

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


**Average Rating:** 4.5/5.0
**Total Reviews:** 1,198
**How Do G2 Users Rate Freshsales?**

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

**Who Is the Company Behind Freshsales?**

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

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


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

**Pros:**

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

**Cons:**

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


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

**Pros:**

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

**Cons:**

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

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

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

**Rating:** 4.5/5.0 stars
*— Vehz H.*

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

---

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

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

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

---


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

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

### 21. [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews)
SAP Sales Cloud is a software designed to make intelligent selling simple by connecting data, processes, and people within a unified sales automation and CRM platform. The software provides intelligent recommendations, sales engagement optimization, and adaptive process management by leveraging SAP's integrated data and insight capabilities. It automates sales guidance workflows and reduces guesswork by surfacing actionable recommendations that help sellers focus on the right opportunities. SAP Sales Cloud addresses disconnected data and inconsistent sales execution by uniting people, processes, and systems to drive revenue and customer loyalty. The software supports use cases including enterprise sales process optimization, opportunity management, and adapting to shifting market requirements across mid-market and enterprise organizations.


**Average Rating:** 4.2/5.0
**Total Reviews:** 891
**How Do G2 Users Rate SAP Sales Cloud?**

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.6/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.9/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind SAP Sales Cloud?**

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Company Website:** https://www.sap.com/
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP (297,052 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Consultant, Associate Consultant
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 45% Enterprise, 36% Mid-Market


#### What Are SAP Sales Cloud's Pros and Cons?

**Pros:**

- Ease of Use (101 reviews)
- Integrations (65 reviews)
- Analytics (61 reviews)
- Integration (60 reviews)
- Lead Management (58 reviews)

**Cons:**

- Learning Curve (86 reviews)
- Limited Customization (49 reviews)
- Complexity (41 reviews)
- Not Intuitive (37 reviews)
- Expensive (36 reviews)


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

**Pros:**

- Users find SAP Sales Cloud to have **ease of use** that significantly enhances their overall performance and efficiency.
- Users value the **strong integration with SAP systems** , enhancing efficiency and providing clear pipeline visibility.
- Users value the **easy integration and AI insights** of SAP Sales Cloud, enhancing efficiency and intelligent data analysis.
- Users appreciate the **seamless integration** of SAP Sales Cloud with other SAP systems, enhancing operational efficiency and data consistency.
- Users value the **centralized customer data management** in SAP Sales Cloud, enhancing pipeline management and team alignment.

**Cons:**

- Users report a **steep learning curve** with SAP Sales Cloud, making navigation and initial setup frustratingly complex.
- Users find the **limited customization options** of SAP Sales Cloud challenging for adapting to specific organizational needs.
- Users find the **complexity** of SAP Sales Cloud a barrier, leading to a steep learning curve and implementation challenges.
- Users find the **interface not intuitive** , making initial navigation and setup a frustrating experience.
- Users find the **high price** of SAP Sales Cloud to be a significant drawback, affecting their choice of solution.

#### What Are Recent G2 Reviews of SAP Sales Cloud?

**"[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)"**

**Rating:** 4.5/5.0 stars
*— Carlos Q.*

[Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)

---

**"[A great and powerful software with a learning curve](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)"**

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

[Read full review](https://www.g2.com/survey_responses/sap-sales-cloud-review-11746761)

---


#### What Are G2 Users Discussing About SAP Sales Cloud?

- [What is SAP CRM used for?](https://www.g2.com/discussions/what-is-sap-crm-used-for)
- [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/sap-cloud-for-customer-what-sap-components-are-included-in-sap-crm) - 1 comment
- [What SAP components are included in SAP CRM?](https://www.g2.com/discussions/what-sap-components-are-included-in-sap-crm) - 1 comment
- [Is SAP CRM cloud based?](https://www.g2.com/discussions/is-sap-crm-cloud-based) - 1 comment
- [What is CRM system in SAP?](https://www.g2.com/discussions/what-is-crm-system-in-sap) - 1 comment

### 22. [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)
IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across functions including Finance, Supply Chain, HR, Marketing, and Sales. The software provides integrated financial and operational planning, AI-powered forecasting, interactive performance dashboards, and collaborative decision-making by leveraging built-in AI, a generative AI assistant, and a governed single source of truth. It automates data integration and scenario modeling and reduces the errors and inefficiencies associated with manual planning models. IBM Planning Analytics addresses fragmented and error-prone planning processes by connecting financial and operational plans across teams within a single governed platform. The software supports use cases including real-time performance tracking, predictive scenario analysis, and cross-functional planning collaboration for mid-market and enterprise organizations.


**Average Rating:** 4.4/5.0
**Total Reviews:** 222
**How Do G2 Users Rate IBM Planning Analytics?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.6/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.3/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10)

**Who Is the Company Behind IBM Planning Analytics?**

- **Seller:** [IBM](https://www.g2.com/sellers/ibm)
- **Company Website:** https://www.ibm.com
- **Year Founded:** 1911
- **HQ Location:** Armonk, New York, United States
- **Twitter:** @IBMSecurity (74,660 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1009/ (328,202 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Financial Analyst
- **Top Industries:** Information Technology and Services, Financial Services
- **Company Size:** 51% Enterprise, 36% Mid-Market


#### What Are IBM Planning Analytics's Pros and Cons?

**Pros:**

- Efficiency (34 reviews)
- Planning Efficiency (32 reviews)
- Analytics (30 reviews)
- Forecasting Accuracy (30 reviews)
- Ease of Use (29 reviews)

**Cons:**

- Learning Curve (28 reviews)
- Learning Difficulty (18 reviews)
- User Difficulty (18 reviews)
- Complexity (15 reviews)
- Difficult Learning (15 reviews)


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

**Pros:**

- Users highlight the **enhanced efficiency** of IBM Planning Analytics, streamlining data analysis and minimizing manual tasks.
- Users value the **planning efficiency** of IBM Planning Analytics, enhancing data management and simplifying budgeting processes.
- Users value the **strong data visualization features** that simplify complex data analysis for informed financial decisions.
- Users appreciate the **forecasting accuracy** of IBM Planning Analytics, empowering them to make data-driven decisions efficiently.
- Users appreciate the **user-friendly interface** of IBM Planning Analytics, enabling efficient modeling and real-time data analysis.

**Cons:**

- Users find the **learning curve challenging** , especially with the complex interface and initial setup of IBM Planning Analytics.
- Users face a **challenging learning difficulty** with IBM Planning Analytics, particularly during initial setup and onboarding.
- Users face a **steep learning curve** with IBM Planning Analytics, often finding it complex and unintuitive for new users.
- Users find the **complexity** of IBM Planning Analytics challenging, particularly during initial setup and navigation for newcomers.
- Users find the **difficult learning** curve challenging, especially for new users navigating complex features and workflows.

#### What Are Recent G2 Reviews of IBM Planning Analytics?

**"[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)"**

**Rating:** 4.0/5.0 stars
*— Jeanpierre L.*

[Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)

---

**"[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)"**

**Rating:** 4.5/5.0 stars
*— Himanshu J.*

[Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)

---


#### What Are G2 Users Discussing About IBM Planning Analytics?

- [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for)
- [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace)
- [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel)
- [What is IBM planning analytics workspace?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-workspace)
- [How do I use IBM Planning Analytics?](https://www.g2.com/discussions/how-do-i-use-ibm-planning-analytics)

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


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

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

**Who Is the Company Behind cube19?**

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

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



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

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

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

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

---

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

**Rating:** 5.0/5.0 stars
*— Tom J.*

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

---


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

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

### 24. [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews)
CaptivateIQ is a software designed to bring quota, territory, headcount, and compensation planning into a single AI-powered workspace for modern revenue teams. The software provides incentive compensation management, sales planning, performance tracking, and real-time what-if scenario modeling by leveraging SmartGrid, a proprietary no-code modeling engine with a familiar spreadsheet-like interface. It automates commission calculations, approval workflows, and plan iteration and reduces errors and rework associated with legacy SPM tools and manual spreadsheets. CaptivateIQ addresses the misalignment between sales strategy and incentive execution by connecting planning, measurement, and payout in one shared source of truth for RevOps, Finance, and Sales teams. The software supports use cases including capacity planning, earnings visibility for sales reps, and enterprise-grade reporting for more than 800 companies, including Boston Scientific, Datadog, and 6sense.


**Average Rating:** 4.7/5.0
**Total Reviews:** 3,410
**How Do G2 Users Rate CaptivateIQ?**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.4/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.0/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 8.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind CaptivateIQ?**

- **Seller:** [CaptivateIQ](https://www.g2.com/sellers/captivateiq)
- **Company Website:** https://www.captivateiq.com/
- **Year Founded:** 2017
- **HQ Location:** San Francisco, California
- **Twitter:** @CaptivateIq (606 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18516995/ (271 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 68% Mid-Market, 26% Enterprise


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

**Pros:**

- Ease of Use (507 reviews)
- Simple (230 reviews)
- Helpful (217 reviews)
- Accuracy (186 reviews)
- Intuitive (182 reviews)

**Cons:**

- Learning Curve (80 reviews)
- Missing Features (52 reviews)
- Reporting Issues (43 reviews)
- Slow Loading (43 reviews)
- Difficult Learning (42 reviews)


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

**Pros:**

- Users find **ease of use** in CaptivateIQ, enabling efficient tracking of commissions and payouts in one spot.
- Users find CaptivateIQ to be **super easy to use and set up** , making commission management hassle-free.
- Users appreciate the **intuitive navigation** of CaptivateIQ, making it easy to access essential commission information effortlessly.
- Users value the **accuracy** of CaptivateIQ, appreciating how quickly and easily they access detailed commission information.
- Users find CaptivateIQ's **intuitive interface** incredibly user-friendly, making incentive compensation management straightforward and efficient.

**Cons:**

- Users find the **learning curve steep** , requiring significant time and support to master CaptivateIQ's features and reporting functions.
- Users find the **missing features** in CaptivateIQ, such as a mobile app and tax calculator, quite limiting.
- Users find **reporting and dashboard building cumbersome** , often reverting to Excel for clarity and efficiency.
- Users notice that **slow loading times** can hinder efficient access to reporting and performance insights.
- Users experience a **difficult learning** curve with CaptivateIQ's dashboard configuration, impacting overall usability and initial setup.

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

**"[Easy, Flexible Dashboarding with Powerful What-If Modeling](https://www.g2.com/survey_responses/captivateiq-review-12708840)"**

**Rating:** 4.5/5.0 stars
*— Sridhar P.*

[Read full review](https://www.g2.com/survey_responses/captivateiq-review-12708840)

---

**"[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)"**

**Rating:** 4.5/5.0 stars
*— Kauvshika P.*

[Read full review](https://www.g2.com/survey_responses/captivateiq-review-11398999)

---


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

- [How is CaptivateIQ changing the way companies manage and optimize their commission plans?](https://www.g2.com/discussions/how-is-captivateiq-changing-the-way-companies-manage-and-optimize-their-commission-plans) - 1 comment
- [What is CaptivateIQ used for?](https://www.g2.com/discussions/what-is-captivateiq-used-for)

### 25. [Salesflare](https://www.g2.com/products/salesflare/reviews)
Salesflare is the intelligent CRM that small and medium-sized businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can't fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers. Salesflare works wherever you work and with whatever you are working with. Use it on desktop, mobile or just from a sidebar straight from your email inbox (Gmail and Outlook) and LinkedIn. Get even more out of Salesflare by integrating with 5000+ other productivity tools, such as Google Workspace, MailChimp, Trello and Slack.


**Average Rating:** 4.8/5.0
**Total Reviews:** 296
**How Do G2 Users Rate Salesflare?**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Data Segmentation:** 8.9/10 (Category avg: 8.6/10)
- **Opportunity Scoring:** 8.4/10 (Category avg: 8.4/10)
- **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind Salesflare?**

- **Seller:** [Salesflare](https://www.g2.com/sellers/salesflare)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **Twitter:** @salesflare (7,012 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CEO, Co-Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 79% Small-Business, 14% Mid-Market


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

**Pros:**

- Ease of Use (17 reviews)
- Helpful (13 reviews)
- Time-saving (11 reviews)
- Features (10 reviews)
- Automation (9 reviews)

**Cons:**

- Missing Features (9 reviews)
- Limited Features (6 reviews)
- Limited Customization (3 reviews)
- Reporting Issues (3 reviews)
- Feature Issues (2 reviews)


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

**Pros:**

- Users love the **ease of use** of Salesflare, enhancing their productivity with its intuitive interface and automation.
- Users appreciate the **responsive support** and email capabilities of Salesflare, enhancing their CRM experience significantly.
- Users love the **time-saving automation** of Salesflare, effortlessly managing interactions and streamlining workflows for higher efficiency.
- Users love the **seamless automation** of Salesflare, boosting productivity and ensuring no lead is overlooked.
- Users love the **automation features** of Salesflare, enhancing efficiency by streamlining workflows and capturing essential interactions effortlessly.

**Cons:**

- Users note the **missing features** in Salesflare may limit its appeal for teams needing advanced customization.
- Users feel the **limited features** of Salesflare may not meet the needs of all companies effectively.
- Users find **limited customization** options in Salesflare, making it less flexible than other CRM tools like Salesforce.
- Users point out that **reporting issues** exist, with a desire for more advanced analytics capabilities.
- Users find **limited customization options** in Salesflare, affecting their ability to tailor the CRM to their needs.

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

**"[Responsive Human Support and Continuous Innovation That Keeps Getting Better](https://www.g2.com/survey_responses/salesflare-review-12974906)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Media Production*

[Read full review](https://www.g2.com/survey_responses/salesflare-review-12974906)

---

**"[Simplistic Yet Powerful CRM with Stellar Support](https://www.g2.com/survey_responses/salesflare-review-12441506)"**

**Rating:** 5.0/5.0 stars
*— Matthew L.*

[Read full review](https://www.g2.com/survey_responses/salesflare-review-12441506)

---




## 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.