Best Sales Analytics Software - Page 4

How Many Sales Analytics Software Products Does G2 Track?

Total Products under this Category: 210

Category Stats (Sep 2026)

  • Average Rating: 4.48/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Salesloft (+1.54%) - Among all products in this category, Salesloft recorded the largest rating increase compared to last month

Last updated: September 30, 2026

How Does G2 Rank Sales Analytics Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 125,300+ Authentic Reviews
  • 210+ Products
  • Unbiased Rankings

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

G2 Grid® for Sales Analytics Software

G2 Grid® for Sales Analytics Software plotting products by satisfaction and market presence

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Gong, Pipedrive, Salesloft, IBM Planning Analytics, Substrata, and Zoho CRM.

Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-analytics/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=gong&focus%5B%5D=pipedrive&focus%5B%5D=salesloft&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=substrata-substrata&focus%5B%5D=zoho-crm)

Salesmate

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: 4.6/5.0

Total Reviews: 121

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: 8.7/10)
  • 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
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Charlotte, NC
  • Twitter: @SalesmateIO
    2,114 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    29 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 74% Small, 14% Medium

What Do G2 Reviewers Say About Salesmate?

AI-generated summary from verified user reviews

Pros
  • Users commend the quick and helpful customer support from Salesmate, ensuring a seamless experience with the software.
  • Users highlight the ease of use of Salesmate, making it an intuitive choice for managing sales processes.
  • Users love the super clean interface and exceptional customer care of Salesmate, making it highly recommended.
  • Users appreciate the ease of use and excellent support from Salesmate, enhancing their efficiency and confidence with leads.
  • Users love the intuitive user interface of Salesmate, making workflow creation and management straightforward and efficient.
Cons
  • Users find integration issues with Salesmate, particularly with workflow automation and email marketing, frustrating and less effective.
  • Users find the limited features of Salesmate challenging, especially in advanced configurations and integrations.
  • Users find missing features such as limited user access and slow mobile functionality are disappointing for overall usability.
  • Users note a challenging learning curve for advanced configurations, requiring technical support for effective setup and management.
  • Users find Salesmate not intuitive, requiring technical support for advanced configurations and clearer user guidance.

What Are Recent G2 Reviews of Salesmate?

What Are G2 Users Discussing About Salesmate?

Alta

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

Average Rating: 4.8/5.0

Total Reviews: 88

How Do G2 Users Rate Alta?

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

Who Is the Company Behind Alta?

  • Seller: Alta
  • Company Website:
  • Year Founded: 2023
  • HQ Location: NYC
  • LinkedIn® Page: www.linkedin.com
    68 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Wholesale
  • Company Size: 56% Medium, 32% Small

What Do G2 Reviewers Say About Alta?

AI-generated summary from verified user reviews

Pros
  • Users value the automation capabilities of Alta, enhancing lead prioritization and personalized outreach for greater business success.
  • Users value the deep CRM integration of Alta, enhancing prospecting efficiency with personalized, automated outreach.
  • Users appreciate the time-saving features of Alta, enhancing efficiency and allowing focus on revenue-generating activities.
  • Users value the personalized prospecting abilities of Alta, enhancing engagement and simplifying team workflows effectively.
  • Users appreciate the high level of personalization in Alta, enhancing their prospecting and sales outreach effectiveness.
Cons
  • Users note a steep learning curve for new users, requiring additional support to navigate the platform effectively.
  • Users note a steep learning curve in mastering the many features and settings of the Alta AI GTM System.
  • Users find the difficult setup of Alta | AI GTM System of Actions overwhelming, requiring more support than expected.
  • Users find the initial setup of Alta | AI GTM System of Actions to be overwhelming, especially for those not tech-savvy.
  • Users note that Alta | AI GTM System of Actions has sales issues, as it cannot directly sell offerings for them.

What Are Recent G2 Reviews of Alta?

Discern

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

Average Rating: 4.8/5.0

Total Reviews: 21

How Do G2 Users Rate Discern?

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

Who Is the Company Behind Discern?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 86% Medium, 14% Small

What Do G2 Reviewers Say About Discern?

AI-generated summary from verified user reviews

Pros
  • Users find Discern to be incredibly easy to use, dramatically simplifying marketing funnel reporting and data analysis.
  • Users value the responsive customer support from Discern, enhancing implementation and driving successful outcomes seamlessly.
  • Users commend the implementation ease of Discern, enabling rapid reporting and enhanced efficiency in data handling.
  • Users value the time-saving data handling of Discern, allowing quick insights instead of tedious reporting processes.
  • Users find Discern's analytics capabilities invaluable for real-time performance tracking and data-driven decision-making.
Cons
  • Users find data inaccuracy in Discern, particularly with metrics that confuse executives without proper context.
  • Users find the complexity of metrics in Discern overwhelming, especially for those lacking technical expertise.
  • Users find the complex usage of Discern challenging, especially those lacking technical expertise or data analysis knowledge.
  • Users find the lack of detail in Discern's metrics makes it difficult for executives to comprehend fully.
  • Users find the learning curve steep due to complex metrics and the need for technical knowledge to navigate Discern.

What Are Recent G2 Reviews of Discern?

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Tribble

Tribble is a governed knowledge platform for organizations that answer high-stakes questions under time pressure. It takes the knowledge a company already holds, scattered across the CRM, call recordings, decks and documents, and turns it into answers that are cited, reviewable and drawn only from approved sources. At the center sits a knowledge layer Tribble calls the Brain. It learns: every document read and every expert correction compounds into one current understanding of how the business runs, with experts kept in the loop wherever judgment matters. Unlike a content library, where everything sits on the shelf and nothing indicates what is current, newer approved answers outrank stale ones. The platform covers RFPs, RFIs, due diligence questionnaires and security questionnaires, and connects to sources including Salesforce, Highspot, Confluence, SharePoint, Google Drive, Box and call recordings. Answers are delivered inside Slack, Microsoft Teams and the browser, so subject matter experts contribute without leaving the tools they already work in. The same knowledge layer supports pre-call preparation, closed-lost analysis, partner enablement, call coaching and CRM hygiene, so one deployment serves more than the proposal team. Published deployments include a sales engineer completing 90 percent of a 200-question RFP in under an hour, a proposal team handling more than 500 bids a year, and an enterprise rollout reaching 1,300 internal users and 350 partner organizations. Licensing is usage-based with unlimited users, so reviewers, subject matter experts and approvers participate without additional licenses. Tribble was founded in 2023 and is backed by Salesforce Ventures.

Average Rating: 4.7/5.0

Total Reviews: 175

How Do G2 Users Rate Tribble?

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

Who Is the Company Behind Tribble?

  • Seller: Tribble
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Los Angeles, CA
  • Twitter: @Tribble_ai
    36 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 42% Medium, 42% Large

What Do G2 Reviewers Say About Tribble?

AI-generated summary from verified user reviews

Pros
  • Users find Tribble to be an easy to use solution, enhancing efficiency and speeding up the RFX response process.
  • Users highlight the time-saving capabilities of Tribble, dramatically reducing workloads and speeding up response generation.
  • Users love Tribble's efficiency, significantly reducing workloads and expediting responses under strict deadlines.
  • Users appreciate the efficiency in RFP management with Tribble, highlighting time savings and ease of use.
  • Users value seamless integrations of Tribble with tools like Salesforce and Slack, enhancing efficiency and self-sufficiency.
Cons
  • Users have experienced inaccurate responses from Tribble, occasionally requiring validation against other sources for accuracy.
  • Users find Tribble has limited features, particularly missing project management tools and formatting options that hinder efficiency.
  • Users highlight the inaccuracy of AI responses in Tribble, necessitating careful prompting for reliable information.
  • Users find Tribble's inaccurate responses and outdated information limiting, impacting effective use in queries and tasks.
  • Users often face inaccuracy issues with Tribble, leading to vague responses and outdated information in their work.

What Are Recent G2 Reviews of Tribble?

Terret.ai

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

Average Rating: 4.4/5.0

Total Reviews: 611

How Do G2 Users Rate Terret.ai?

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

Who Is the Company Behind Terret.ai?

  • Seller: Terret
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Santa Clara, US
  • Twitter: @terret_ai
  • LinkedIn® Page: www.linkedin.com
    54 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Enterprise Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 64% Medium, 32% Large

What Do G2 Reviewers Say About Terret.ai?

AI-generated summary from verified user reviews

Pros
  • Users value the forecasting ease of Terret.ai, allowing clear overviews and seamless integration with Salesforce.
  • Users praise the powerful analytics of Terret.ai, highlighting quick-loading screens and customizable views for effective decision-making.
  • Users value the efficiency of Terret.ai, significantly enhancing productivity and streamlining forecasting processes.
  • Users value the easy access to comprehensive business insights through a single, well-organized dashboard.
  • Users appreciate the seamless integration with SFDC, enhancing CRM data accessibility and boosting efficiency in updates.
Cons
  • Users report connectivity issues and lag when integrating Terret.ai with Salesforce, hindering their experience.
  • Users find the integration issues with Salesforce to be tedious, impacting the overall synchronization experience.
  • Users find forecasting issues challenging due to the lack of hierarchy forecasting and clean Salesforce data integration.
  • Users find the reporting insufficient, lacking flexibility for tracking and viewing forecasts in multiple currencies effectively.
  • Users find the difficult reporting features of Terret.ai limit flexibility and complicate tracking forecast accuracy.

What Are Recent G2 Reviews of Terret.ai?

What Are G2 Users Discussing About Terret.ai?

sales-i

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

Average Rating: 4.3/5.0

Total Reviews: 131

How Do G2 Users Rate sales-i?

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

Who Is the Company Behind sales-i?

  • Seller: SugarAI
  • Year Founded: 2004
  • HQ Location: Cupertino, CA
  • LinkedIn® Page: www.linkedin.com
    577 employees on LinkedIn®
  • Phone: +1 (408) 454-6900

Who Uses This Product?

  • Who Uses This: Sales Manager, Account Executive
  • Top Industries: Building Materials, Business Supplies and Equipment
  • Company Size: 53% Medium, 41% Small

What Are Recent G2 Reviews of sales-i?

Pipeline CRM

Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry.

Average Rating: 4.3/5.0

Total Reviews: 911

How Do G2 Users Rate Pipeline CRM?

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

Who Is the Company Behind Pipeline CRM?

  • Seller: Pipeline CRM
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Seattle, WA
  • Twitter: @PipelineDeals
    2,861 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Pipeline CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Pipeline CRM, enabling quick learning and seamless lead management.
  • Users highlight the organized pipeline management of Pipeline CRM, which effectively keeps deals progressing and enhances productivity.
  • Users appreciate the intuitive interface of Pipeline CRM, making it simple and fast to adopt for their teams.
  • Users appreciate the organized approach to lead management in Pipeline CRM, enhancing deal progression and team efficiency.
  • Users appreciate the helpful reporting features of Pipeline CRM, which facilitate effective tracking of sales progress.
Cons
  • Users note the limited features of Pipeline CRM, hindering deep integration and automation for enhanced productivity.
  • Users find the limited customization options in Pipeline CRM restrict their ability to optimize complex sales processes.
  • Users face integration issues with Pipeline CRM due to limited third-party connections and mobile app functionality challenges.
  • Users note the missing features in Pipeline CRM, particularly in mobile app functionality and third-party integrations.
  • Users experience slow performance with Pipeline CRM, leading to frustrations during updates and integration challenges.

What Are Recent G2 Reviews of Pipeline CRM?

What Are G2 Users Discussing About Pipeline CRM?

Conga Grid

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

Average Rating: 4.5/5.0

Total Reviews: 51

How Do G2 Users Rate Conga Grid?

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

Who Is the Company Behind Conga Grid?

  • Seller: Conga
  • Year Founded: 2006
  • HQ Location: 3200 Kirby Dr., Suite 500, Houston, TX 77098
  • LinkedIn® Page: www.linkedin.com
    2,159 employees on LinkedIn®
  • Phone: (303) 465-1616

Who Uses This Product?

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

What Do G2 Reviewers Say About Conga Grid?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the affordability of Conga Grid, finding it cost-effective for creating dynamic reports easily.
  • Users value the efficient customer support of Conga Grid, making report creation quick and highly customizable.
  • Users appreciate the customizability of Conga Grid, enabling effortless creation of dynamic and tailored reports.
  • Users commend the ease of creation with Conga Grid, allowing for customizable reports with minimal effort.
  • Users value the ease of use in Conga Grid for creating customizable and dynamic reports effortlessly.
Cons
  • Users find the learning curve steep, especially when handling large datasets that require time to load effectively.
  • Users find that the performance with large datasets is slow, requiring enhancements for a better experience.

What Are Recent G2 Reviews of Conga Grid?

What Are G2 Users Discussing About Conga Grid?

Celonis

Celonis makes processes work — for people, companies, and the planet. Powered by process mining and AI, the Celonis Process Intelligence Platform integrates process data and business context to create a living digital twin of business operations. We enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate — unlocking billions in value. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide. © 2026 Celonis SE. All rights reserved. Celonis and the Celonis “droplet” logo are trademarks or registered trademarks of Celonis SE in Germany and other jurisdictions. All other product and company names are trademarks or registered trademarks of their respective owners.

Average Rating: 4.5/5.0

Total Reviews: 286

How Do G2 Users Rate Celonis?

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

Who Is the Company Behind Celonis?

  • Seller: Celonis
  • Company Website:
  • Year Founded: 2011
  • HQ Location: New York
  • Twitter: @Celonis
    17,449 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,433 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Consultant, Analyst
  • Top Industries: Information Technology and Services, Oil & Energy
  • Company Size: 63% Large, 20% Small

What Do G2 Reviewers Say About Celonis?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use with Celonis, enabling efficient analysis and intuitive insights from complex data.
  • Users appreciate the efficiency of Celonis in providing insightful analysis and improving business processes effectively.
  • Users highlight Celonis for its powerful features, especially Gen-AI tools that enhance analysis and user experience.
  • Users value the powerful features of Celonis, enhancing efficiency and providing actionable insights for process management.
  • Users value Celonis for its comprehensive process management, offering detailed insights and effective organizational development.
Cons
  • Users find the learning curve steep for beginners, needing substantial training to effectively utilize Celonis' powerful features.
  • Users often find the complexity of Celonis overwhelming, with a steep learning curve and cumbersome features impacting usability.
  • Users are frustrated by missing features in Celonis, including restricted modules and unresponsive tools affecting usability.
  • Users note limited features in Celonis, particularly in the filter bar module and prompt refinement capabilities.
  • Users often experience slow performance during large dataset handling, impacting the overall efficiency of their analyses.

What Are Recent G2 Reviews of Celonis?

What Are G2 Users Discussing About Celonis?

Freshsales

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: 1,200

How Do G2 Users Rate Freshsales?

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

Who Is the Company Behind Freshsales?

  • Seller: Freshworks
  • Year Founded: 2010
  • HQ Location: San Mateo, CA
  • Twitter: @FreshworksInc
    19,020 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    7,783 employees on LinkedIn®
  • Ownership: NASDAQ: FRSH

Who Uses This Product?

  • Who Uses This: CEO, Business Development Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 68% Small, 27% Medium

What Do G2 Reviewers Say About Freshsales?

AI-generated summary from verified user reviews

Pros
  • Users find Freshsales to be easy to use and intuitive, enhancing their daily call management and email processes.
  • Users love the user-friendly interface and abundant features of Freshsales, enjoying seamless integration and support.
  • Users value the ease of use of Freshsales, appreciating its intuitive design and quick onboarding for beginners.
  • Users highlight the exceptional customer support from Freshsales, always available and providing valuable assistance effectively.
  • Users find Freshsales intuitive and easy to use, with seamless integrations and helpful support enhancing their experience.
Cons
  • Users find the missing management features in Freshsales hinder effective lead handling and overall usability.
  • Users find Freshsales has limited features, which complicates usage and requires additional tools for full functionality.
  • Users note the limitations in templates and automation, making Freshsales less versatile compared to competitors.
  • Users struggle with the learning curve of Freshsales, citing frustrations with reports and navigation complexity.
  • Users face limitations in customization, impacting their ability to create desired reports and modules effectively.

What Are Recent G2 Reviews of Freshsales?

What Are G2 Users Discussing About Freshsales?

Insightly CRM

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

Average Rating: 4.2/5.0

Total Reviews: 927

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How Do G2 Users Rate Insightly CRM?

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

Who Is the Company Behind Insightly CRM?

  • Seller: Unbounce
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Vancouver
  • Twitter: @unbounce
    72,651 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    129 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 73% Small, 21% Medium

What Do G2 Reviewers Say About Insightly CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use in Insightly CRM, enabling seamless integration and efficient management of company data.
  • Users value the easy customization in Insightly, enhancing efficiency and communication across various tasks and projects.
  • Users value the customizability of Insightly CRM, enhancing efficiency and facilitating effective client communication and task management.
  • Users value the rich feature set of Insightly CRM, enhancing usability and flexibility for their business needs.
  • Users commend the excellent customer support of Insightly CRM, highlighting its helpfulness and responsiveness throughout their experience.
Cons
  • Users find the learning curve challenging, requiring significant time investment to become proficient with Insightly CRM.
  • Users find the limited customization of Insightly CRM frustrating, particularly regarding reporting and interface design.
  • Users express frustration over limited features in Insightly CRM, impacting usability and increasing costs for advanced options.
  • Users find the time-consuming setup process of Insightly CRM challenging, requiring significant investment to become useful.
  • Users struggle with confusing contact management, facing challenges in automation and organization that hinder their experience.

What Are Recent G2 Reviews of Insightly CRM?

Bigtincan Engagement

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

Average Rating: 4.1/5.0

Total Reviews: 575

How Do G2 Users Rate Bigtincan Engagement?

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

Who Is the Company Behind Bigtincan Engagement?

  • Seller: Bigtincan
  • Year Founded: 2011
  • HQ Location: Waltham, MA
  • Twitter: @bigtincan
    2,236 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    160 employees on LinkedIn®
  • Phone: 781-405-2376

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Internet
  • Company Size: 55% Medium, 28% Large

What Are Recent G2 Reviews of Bigtincan Engagement?

What Are G2 Users Discussing About Bigtincan Engagement?

Coevera

Coevera is an AI-powered CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers: companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, the company has built sales software since 2011. Its promise today: a sales process that is visible, teachable and repeatable. The platform is industry-agnostic; historically, its strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Frontline managers coach from a pipeline that reflects what is actually happening. Sellers use it because the pipeline is visual and the next step is obvious. A CRM your team actually adopts: visual pipeline management with drag-and-drop deals and Kanban, list, chart and bubble views gives sellers clarity at a glance, with a short learning curve; a map view is available as an add-on. Onboarding a new user takes about two hours. Implementation runs about four weeks. See the whole buying committee, not just the contact: buying centers and relationship maps show who influences the deal, who is blocking it and where the relationship is thin, the detail that decides complex, multi-stakeholder sales. Your sales process, enforced where the work happens: guided selling puts your stages, required activities and qualification criteria in front of the seller in the flow of work, so the process is followed rather than documented. That is what makes a forecast defensible. AI that collaborates, not just automates: Voyager AI shows its reasoning, asks before it acts and learns when corrected. Voyager 1 is included in every edition; Voyager 2 agents, including one that gives contextual guidance on next steps inside a deal, are a paid add-on that runs on credits, with a free monthly allowance. MCP Server support connects Coevera to compatible AI assistants. Coaching built into the deal: more than 1,600 Sales POP! episodes power the Voyager 2 Real Time Sales Assistant, which surfaces relevant expertise when a seller needs it. No-code automation your own team owns: Automatizer lets sales operations build and change multi-step workflows without a full-time administrator. It is included in the Enterprise edition (25 processes a month) and the Unlimited edition (100 processes a month) and is available as an add-on for Business. Reporting and forecasting included: dashboards, pipeline analytics and forecasting are built in, with no separate BI license. The BI Feeder add-on exports raw data to Tableau, Power BI and other tools. A total cost of ownership you can model: transparent per-user pricing, no six-figure implementation and no administrator headcount to fund year after year. Three editions at $85, $115 and $150 per user per month, billed annually.

Average Rating: 4.6/5.0

Total Reviews: 445

How Do G2 Users Rate Coevera?

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

Who Is the Company Behind Coevera?

Who Uses This Product?

  • Who Uses This: Business Development Manager, Director
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 71% Small, 23% Medium

What Do G2 Reviewers Say About Coevera?

AI-generated summary from verified user reviews

Pros
  • Users praise Coevera for its user-friendly interface, making navigation and task management easy and efficient.
  • Users appreciate easy tracking of deals in Pipeliner CRM, enhancing their sales process understanding and efficiency.
  • Users value the ease of use and flexibility of Coevera, enhancing productivity and streamlining lead generation effectively.
  • Users appreciate the user-friendly interface of Coevera, making navigation and setup easy and intuitive.
  • Users value the user-friendly interface of Coevera, making navigation simple for everyone regardless of technical skill.
Cons
  • Users find the limited advanced customization options restrictive, particularly for complex workflows and deep analytics.
  • Users find the high cost of Coevera to be a significant barrier, especially for small businesses on a budget.
  • Users find the complexity of Coevera's features and customization options challenging, especially for larger organizations.
  • Users experience integration issues with Coevera, limiting compatibility with other tools and affecting overall efficiency.
  • Users experience a steep learning curve initially due to the complexity of features and customization options.

What Are Recent G2 Reviews of Coevera?

What Are G2 Users Discussing About Coevera?

GridBuddy Connect

GridBuddy Connect, from Validity, is the data productivity platform that keeps your team more focused on growing your business than updating your data. Since growth-minded teams need accurate data at their fingertips, GridBuddy Connect combines data from separate systems into an editable, spreadsheet-simple view. Users finally have all insights they need in one place, and they can engage confidently using the right data. Update and work with your data faster. Make in-line updates and quickly navigate your data through a spreadsheet-simple user experience. Zero in on data using filters and expansive search features, bring attention to the fields that matter most with conditional formatting, use actions to expand your grid’s functionality, and use your grids for in-line editable, multi-object reporting. Connect your Salesforce, Microsoft Dynamics 365, and Zendesk data for richer insights. Unite data from separate databases, instead of manually combining exports and clicking between multiple systems. Centralize your Salesforce data from multiple orgs for fast navigation and deeper insights, boost productivity by uniting your Dynamics 365 data into one simplified view, and connect your Zendesk customer data for another layer of knowledge. Utilize job-specific workspaces. Organize your data views to meet the needs of each user. Get up and running faster with preconfigured, ready-to-use ReadyGrids, used tabbed workspaces to create a set of grids based on your team’s workflow, and tailor grids to the personal needs of each user.

Average Rating: 4.1/5.0

Total Reviews: 26

How Do G2 Users Rate GridBuddy Connect?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)
  • Data Segmentation: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind GridBuddy Connect?

  • Seller: Validity Inc
  • Year Founded: 2018
  • HQ Location: Boston, Massachusetts
  • Twitter: @TrustValidity
    1,151 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    349 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 39% Medium, 25% Large

What Are Recent G2 Reviews of GridBuddy Connect?

What Are G2 Users Discussing About GridBuddy Connect?

ORM Technologies

ORM Technologies is a prescriptive revenue analytics platform for B2B SaaS companies, built for the teams that own the number: sales, marketing, finance, and revenue operations. The problem ORM solves is not that companies lack data. It is that every function plans against a different version of it. CRM credits one source. Marketing automation credits another. ERP records what actually booked. Nobody owns the definition of a renewal. So the forecast, the attribution model, and the board report disagree, and the quarter gets spent arguing about whose number is right instead of what to do about it. ORM starts underneath all of them. It reconciles CRM, marketing automation, ERP, and product data into one view the business can defend, with no migration and no cleanup project handed to revenue operations. That reconciled data layer becomes the foundation for every forecast, attribution model, and resource decision ORM makes. Once that base holds, the outputs stop competing. An independent probability forecast runs nightly against the pipeline alongside what sales commits to, and customers achieve 95% or better accuracy within four to six weeks. Multi-touch attribution runs on the same data and ties marketing spend to closed revenue rather than to pipeline created. Trend Micro used it to replace a reporting blind spot with what their team called concrete evidence of where they should be investing. Finance works from those same numbers for ARR, GRR, NRR, forecasting, and board reporting, with daily snapshots that show how the pipeline and revenue metrics have moved since the last board meeting. Machine learning runs across the account base for propensity scoring, cross-sell targeting, and churn prediction, and the scores write back into the CRM record so the team acts on them inside the workflow they already use. Prediction only creates value when it changes what the team does next. Zix, a Dallas cybersecurity company later acquired by OpenText, ran that through multiple acquisitions of its own and came out with 5.6x higher conversion from lead to opportunity and 2x higher win rates on targeted accounts. What separates ORM from traditional reporting and analytics is what happens after the prediction. Leaders still have to decide what to do, and ORM supports that decision by prescribing where the next dollar goes: coverage, territory design, program investment, and capacity , with the revenue impact of each modeled before the commitment is made. Sales capacity is one input in that decision, not the point of it. ORM is not sold by the seat. Every customer gets unlimited access plus a dedicated analytics team that shows up on a bi-weekly cadence to read the output with them. That model has kept customers since 2012, including Zix, Trend Micro, and VertexOne. Sales asks what is coming. Marketing asks what is working. Finance asks whether the plan can be defended. ORM answers all three off the same underlying numbers. The answer is a decision, not a report. Dallas, Texas. SOC 2 Type II. Founded by John Ryan, operated by Pete Furseth.

Average Rating: 4.6/5.0

Total Reviews: 25

How Do G2 Users Rate ORM Technologies?

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

Who Is the Company Behind ORM Technologies?

  • Seller: ORM Technologies
  • Year Founded: 2011
  • HQ Location: Dallas, Texas
  • Twitter: @ORMTech
    197 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 41% Large, 41% Medium

What Are Recent G2 Reviews of ORM Technologies?

What Are G2 Users Discussing About ORM Technologies?

Julie Jung
JJ
Researched and written by Julie Jung
Updated April 10, 2026