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Best Sales Analytics Software - Page 4

Julie Jung
JJ
Researched and written by Julie Jung

Sales analytics software reports on CRM data to reveal sales insights and forecast future performance. Sales teams and managers use sales analytics to gain visibility into sales activities; locate high or under-performing salespeople, products, or communications; and forecast future sales numbers. Sales analytic insights can be used to improve sales strategies and implement a more predictable sales model. Sales analytics systems are usually implemented on top of sales force automation and other CRM systems and use existing data to reveal insights, though some serve as both the CRM system of record as well as the analytics tool.

Sales analytics products access data solely from sales tools, and their core functionality is to analyze sales information. Some companies opt to use business intelligence platforms and self-service business intelligence software instead, which can also provide companies insights into their data from a variety of other sources in addition to sales data.

To qualify for inclusion in the Sales Analytics category, a product must:

Automate and visualize sales pipelines with customizable stages, risk factors, and scoring methods
Report on the performance of salespeople, products, methods, and other available data
Forecast sales numbers based on pipeline factors
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Best Sales Analytics Software At A Glance

Highest Performer:
Easiest to Use:
Top Trending:
Best Free Software:
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Easiest to Use:
Top Trending:
Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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201 Listings in Sales Analytics Available
(152)4.7 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficien

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 49% Mid-Market
    • 36% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Coefficient Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    91
    Automation
    52
    Time-saving
    36
    Easy Integrations
    34
    Integrations
    34
    Cons
    Feature Limitations
    27
    Limited Features
    13
    Integration Issues
    9
    Missing Features
    9
    Slow Loading
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Coefficient features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    7.8
    Data Segmentation
    Average: 8.6
    7.0
    Opportunity Scoring
    Average: 8.3
    7.8
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2020
    HQ Location
    Palo Alto, CA
    Twitter
    @coefficient_io
    359 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    68 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficien

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 49% Mid-Market
  • 36% Small-Business
Coefficient Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
91
Automation
52
Time-saving
36
Easy Integrations
34
Integrations
34
Cons
Feature Limitations
27
Limited Features
13
Integration Issues
9
Missing Features
9
Slow Loading
9
Coefficient features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
7.8
Data Segmentation
Average: 8.6
7.0
Opportunity Scoring
Average: 8.3
7.8
Interactive Dashboards
Average: 8.6
Seller Details
Company Website
Year Founded
2020
HQ Location
Palo Alto, CA
Twitter
@coefficient_io
359 Twitter followers
LinkedIn® Page
www.linkedin.com
68 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Alta developed data-driven AI agents for sales and marketing that help you drive more revenue, faster and more efficiently. From research and prospecting and outreach via email, calls, and LinkedIn, t

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 43% Small-Business
    • 33% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Alta Revenue Workforce, including AI agents Katie and Alex, is a platform designed to automate sales outreach, identify buying signals, and increase engagement rates.
    • Reviewers frequently mention the platform's ability to handle repetitive tasks, its seamless integration with CRM and calendars, and its effectiveness in identifying buying signals and prioritizing leads.
    • Users experienced a learning curve when structuring campaigns, a need for occasional edits to AI-generated messages to match personal tones, and a desire for more support articles and onboarding resources.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Alta | AI Revenue Workforce Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Automation
    13
    Time-saving
    12
    Lead Generation
    10
    Integrations
    9
    Affordable
    8
    Cons
    Sales Issues
    2
    Dashboard Issues
    1
    Learning Curve
    1
    Limited Features
    1
    Poor Lead Generation
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Alta | AI Revenue Workforce features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    10.0
    Data Segmentation
    Average: 8.6
    9.8
    Opportunity Scoring
    Average: 8.3
    9.8
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2023
    HQ Location
    NYC
    LinkedIn® Page
    www.linkedin.com
    30 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Alta developed data-driven AI agents for sales and marketing that help you drive more revenue, faster and more efficiently. From research and prospecting and outreach via email, calls, and LinkedIn, t

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 43% Small-Business
  • 33% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Alta Revenue Workforce, including AI agents Katie and Alex, is a platform designed to automate sales outreach, identify buying signals, and increase engagement rates.
  • Reviewers frequently mention the platform's ability to handle repetitive tasks, its seamless integration with CRM and calendars, and its effectiveness in identifying buying signals and prioritizing leads.
  • Users experienced a learning curve when structuring campaigns, a need for occasional edits to AI-generated messages to match personal tones, and a desire for more support articles and onboarding resources.
Alta | AI Revenue Workforce Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Automation
13
Time-saving
12
Lead Generation
10
Integrations
9
Affordable
8
Cons
Sales Issues
2
Dashboard Issues
1
Learning Curve
1
Limited Features
1
Poor Lead Generation
1
Alta | AI Revenue Workforce features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
10.0
Data Segmentation
Average: 8.6
9.8
Opportunity Scoring
Average: 8.3
9.8
Interactive Dashboards
Average: 8.6
Seller Details
Company Website
Year Founded
2023
HQ Location
NYC
LinkedIn® Page
www.linkedin.com
30 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • CEO
    • Owner
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 79% Small-Business
    • 18% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Copper Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    25
    Integration
    14
    Gmail Integration
    12
    Features
    8
    Organization
    8
    Cons
    Integration Issues
    10
    Expensive
    7
    Limited Customization
    7
    Limited Features
    7
    Missing Features
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Copper features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.2
    Data Segmentation
    Average: 8.6
    8.3
    Opportunity Scoring
    Average: 8.3
    9.2
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Copper
    Company Website
    Year Founded
    2012
    HQ Location
    San Francisco, CA
    Twitter
    @CopperInc
    2,399 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    293 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CEO
  • Owner
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 79% Small-Business
  • 18% Mid-Market
Copper Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
25
Integration
14
Gmail Integration
12
Features
8
Organization
8
Cons
Integration Issues
10
Expensive
7
Limited Customization
7
Limited Features
7
Missing Features
7
Copper features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
9.2
Data Segmentation
Average: 8.6
8.3
Opportunity Scoring
Average: 8.3
9.2
Interactive Dashboards
Average: 8.6
Seller Details
Seller
Copper
Company Website
Year Founded
2012
HQ Location
San Francisco, CA
Twitter
@CopperInc
2,399 Twitter followers
LinkedIn® Page
www.linkedin.com
293 employees on LinkedIn®
Entry Level Price:$29.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service,

    Users
    No information available
    Industries
    • Financial Services
    • Logistics and Supply Chain
    Market Segment
    • 57% Mid-Market
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Orgzit Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    5
    Helpful
    4
    Features
    3
    Flexibility
    3
    Value
    3
    Cons
    Connectivity Issues
    1
    Design Difficulty
    1
    Display Issues
    1
    Incomplete Information
    1
    Integration Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Orgzit features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.2
    Data Segmentation
    Average: 8.6
    10.0
    Opportunity Scoring
    Average: 8.3
    9.2
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Orgzit
    Year Founded
    2016
    HQ Location
    San Jose, California
    Twitter
    @Orgzit
    224 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service,

Users
No information available
Industries
  • Financial Services
  • Logistics and Supply Chain
Market Segment
  • 57% Mid-Market
  • 32% Small-Business
Orgzit Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
5
Helpful
4
Features
3
Flexibility
3
Value
3
Cons
Connectivity Issues
1
Design Difficulty
1
Display Issues
1
Incomplete Information
1
Integration Issues
1
Orgzit features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.2
Data Segmentation
Average: 8.6
10.0
Opportunity Scoring
Average: 8.3
9.2
Interactive Dashboards
Average: 8.6
Seller Details
Seller
Orgzit
Year Founded
2016
HQ Location
San Jose, California
Twitter
@Orgzit
224 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joi

    Users
    • Managing Director
    • Director
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 60% Small-Business
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Workbooks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    12
    Customer Support
    7
    Reporting
    7
    Customization
    6
    Feature Richness
    6
    Cons
    Learning Curve
    6
    Limitations
    6
    Limited Features
    5
    Complex Features
    4
    Missing Features
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Workbooks features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Data Segmentation
    Average: 8.6
    8.7
    Opportunity Scoring
    Average: 8.3
    8.3
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Workbooks
    Company Website
    Year Founded
    2009
    HQ Location
    Reading, Berkshire
    Twitter
    @Workbooks
    2,791 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    65 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joi

Users
  • Managing Director
  • Director
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 60% Small-Business
  • 33% Mid-Market
Workbooks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
12
Customer Support
7
Reporting
7
Customization
6
Feature Richness
6
Cons
Learning Curve
6
Limitations
6
Limited Features
5
Complex Features
4
Missing Features
4
Workbooks features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
8.4
Data Segmentation
Average: 8.6
8.7
Opportunity Scoring
Average: 8.3
8.3
Interactive Dashboards
Average: 8.6
Seller Details
Seller
Workbooks
Company Website
Year Founded
2009
HQ Location
Reading, Berkshire
Twitter
@Workbooks
2,791 Twitter followers
LinkedIn® Page
www.linkedin.com
65 employees on LinkedIn®
(245)4.7 out of 5
Optimized for quick response
View top Consulting Services for QuotaPath
Save to My Lists
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    QuotaPath’s commission tracking and sales compensation management software simplifies the management of variable pay while providing visibility and alignment across RevOps, Finance, and Sales. Vote

    Users
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Small-Business
    • 40% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • QuotaPath Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    30
    Customer Support
    23
    Helpful
    21
    Time-saving
    16
    Integrations
    14
    Cons
    Time Delays
    6
    Integration Issues
    5
    Learning Curve
    5
    Slow Loading
    5
    Complexity
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • QuotaPath features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Data Segmentation
    Average: 8.6
    8.3
    Opportunity Scoring
    Average: 8.3
    8.8
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Quotapath
    Company Website
    Year Founded
    2018
    HQ Location
    Philadelphia, Pennsylvania, United States
    Twitter
    @QuotaPath
    646 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    77 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

QuotaPath’s commission tracking and sales compensation management software simplifies the management of variable pay while providing visibility and alignment across RevOps, Finance, and Sales. Vote

Users
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Small-Business
  • 40% Mid-Market
QuotaPath Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
30
Customer Support
23
Helpful
21
Time-saving
16
Integrations
14
Cons
Time Delays
6
Integration Issues
5
Learning Curve
5
Slow Loading
5
Complexity
3
QuotaPath features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
8.3
Data Segmentation
Average: 8.6
8.3
Opportunity Scoring
Average: 8.3
8.8
Interactive Dashboards
Average: 8.6
Seller Details
Seller
Quotapath
Company Website
Year Founded
2018
HQ Location
Philadelphia, Pennsylvania, United States
Twitter
@QuotaPath
646 Twitter followers
LinkedIn® Page
www.linkedin.com
77 employees on LinkedIn®
(463)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    People.ai is the AI data platform that gives revenue teams the answers they need to win. Since 2016, People.ai has been transforming how go-to-market teams drive revenue by automatically capturing

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Enterprise
    • 39% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • People.ai Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Intuitive
    2
    User Interface
    2
    AI Summary
    1
    Ease of Use
    1
    Helpful
    1
    Cons
    Limited Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • People.ai features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Data Segmentation
    Average: 8.6
    8.6
    Opportunity Scoring
    Average: 8.3
    8.9
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    People.ai
    Company Website
    Year Founded
    2016
    HQ Location
    San Francisco, US
    Twitter
    @ppl_ai
    1,926 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    215 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

People.ai is the AI data platform that gives revenue teams the answers they need to win. Since 2016, People.ai has been transforming how go-to-market teams drive revenue by automatically capturing

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Enterprise
  • 39% Mid-Market
People.ai Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Intuitive
2
User Interface
2
AI Summary
1
Ease of Use
1
Helpful
1
Cons
Limited Customization
1
People.ai features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.8
Data Segmentation
Average: 8.6
8.6
Opportunity Scoring
Average: 8.3
8.9
Interactive Dashboards
Average: 8.6
Seller Details
Seller
People.ai
Company Website
Year Founded
2016
HQ Location
San Francisco, US
Twitter
@ppl_ai
1,926 Twitter followers
LinkedIn® Page
www.linkedin.com
215 employees on LinkedIn®
(931)4.2 out of 5
Optimized for quick response
Save to My Lists
20% Off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 hel

    Users
    • Owner
    • President
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 73% Small-Business
    • 21% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Insightly CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    27
    Customizability
    12
    Customization
    12
    Feature Richness
    11
    Easy Customization
    10
    Cons
    Learning Curve
    11
    Incomplete Information
    6
    Limited Customization
    6
    Limited Features
    6
    Time-Consuming
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Insightly CRM features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.0
    Data Segmentation
    Average: 8.6
    7.9
    Opportunity Scoring
    Average: 8.3
    8.7
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Unbounce
    Company Website
    Year Founded
    2009
    HQ Location
    Vancouver
    Twitter
    @unbounce
    73,119 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    150 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 hel

Users
  • Owner
  • President
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 73% Small-Business
  • 21% Mid-Market
Insightly CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
27
Customizability
12
Customization
12
Feature Richness
11
Easy Customization
10
Cons
Learning Curve
11
Incomplete Information
6
Limited Customization
6
Limited Features
6
Time-Consuming
6
Insightly CRM features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
8.0
Data Segmentation
Average: 8.6
7.9
Opportunity Scoring
Average: 8.3
8.7
Interactive Dashboards
Average: 8.6
Seller Details
Seller
Unbounce
Company Website
Year Founded
2009
HQ Location
Vancouver
Twitter
@unbounce
73,119 Twitter followers
LinkedIn® Page
www.linkedin.com
150 employees on LinkedIn®
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 clic

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 40% Small-Business
    • 38% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Conga Grid Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Affordable
    1
    Customer Support
    1
    Customizability
    1
    Ease of Creation
    1
    Ease of Use
    1
    Cons
    Learning Curve
    1
    Not Intuitive
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Conga Grid features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Data Segmentation
    Average: 8.6
    8.9
    Opportunity Scoring
    Average: 8.3
    7.5
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Conga
    Year Founded
    2006
    HQ Location
    Broomfield, CO
    Twitter
    @CongaHQ
    11,149 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,826 employees on LinkedIn®
    Phone
    (303) 465-1616
Product Description
How are these determined?Information
This description is provided by the seller.

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 clic

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 40% Small-Business
  • 38% Mid-Market
Conga Grid Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Affordable
1
Customer Support
1
Customizability
1
Ease of Creation
1
Ease of Use
1
Cons
Learning Curve
1
Not Intuitive
1
Conga Grid features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.3
Data Segmentation
Average: 8.6
8.9
Opportunity Scoring
Average: 8.3
7.5
Interactive Dashboards
Average: 8.6
Seller Details
Seller
Conga
Year Founded
2006
HQ Location
Broomfield, CO
Twitter
@CongaHQ
11,149 Twitter followers
LinkedIn® Page
www.linkedin.com
1,826 employees on LinkedIn®
Phone
(303) 465-1616
(387)4.6 out of 5
View top Consulting Services for Klenty
Save to My Lists
20% Off: $36-100/user/month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    What if you could make emails so human and personalized, your prospects LOVE seeing you in their inbox? What if you could focus only on your hottest, most engaged prospects, and put the rest on

    Users
    • CEO
    • Business Development Manager
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 72% Small-Business
    • 22% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Klenty Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Automation
    19
    Customer Support
    17
    Helpful
    17
    Ease of Use
    15
    Integrations
    15
    Cons
    Integration Issues
    10
    Missing Features
    8
    Learning Curve
    7
    Campaign Management
    6
    Technical Issues
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Klenty features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.2
    7.5
    Data Segmentation
    Average: 8.6
    7.8
    Opportunity Scoring
    Average: 8.3
    7.9
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Klenty
    Year Founded
    2016
    HQ Location
    Palo Alto, CA
    Twitter
    @KlentyHQ
    507 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    153 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

What if you could make emails so human and personalized, your prospects LOVE seeing you in their inbox? What if you could focus only on your hottest, most engaged prospects, and put the rest on

Users
  • CEO
  • Business Development Manager
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 72% Small-Business
  • 22% Mid-Market
Klenty Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Automation
19
Customer Support
17
Helpful
17
Ease of Use
15
Integrations
15
Cons
Integration Issues
10
Missing Features
8
Learning Curve
7
Campaign Management
6
Technical Issues
6
Klenty features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.2
7.5
Data Segmentation
Average: 8.6
7.8
Opportunity Scoring
Average: 8.3
7.9
Interactive Dashboards
Average: 8.6
Seller Details
Seller
Klenty
Year Founded
2016
HQ Location
Palo Alto, CA
Twitter
@KlentyHQ
507 Twitter followers
LinkedIn® Page
www.linkedin.com
153 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Account Executive
    • Account Manager
    Industries
    • Internet
    • Computer Software
    Market Segment
    • 55% Mid-Market
    • 28% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Bigtincan Engagement features and usability ratings that predict user satisfaction
    8.2
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Data Segmentation
    Average: 8.6
    8.7
    Opportunity Scoring
    Average: 8.3
    9.1
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Bigtincan
    Year Founded
    2011
    HQ Location
    Waltham, MA
    Twitter
    @bigtincan
    2,262 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    279 employees on LinkedIn®
    Phone
    781-405-2376
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Account Executive
  • Account Manager
Industries
  • Internet
  • Computer Software
Market Segment
  • 55% Mid-Market
  • 28% Enterprise
Bigtincan Engagement features and usability ratings that predict user satisfaction
8.2
Has the product been a good partner in doing business?
Average: 9.2
9.0
Data Segmentation
Average: 8.6
8.7
Opportunity Scoring
Average: 8.3
9.1
Interactive Dashboards
Average: 8.6
Seller Details
Seller
Bigtincan
Year Founded
2011
HQ Location
Waltham, MA
Twitter
@bigtincan
2,262 Twitter followers
LinkedIn® Page
www.linkedin.com
279 employees on LinkedIn®
Phone
781-405-2376
(473)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$65.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Pipeliner CRM is a cutting-edge AI-powered sales customer relationship management solution designed to enhance how businesses cultivate and maintain customer relationships while driving revenue growth

    Users
    • President
    • Director
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 71% Small-Business
    • 22% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Pipeliner CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    Easy Tracking
    5
    Features
    5
    Helpful
    4
    Sales Optimization
    4
    Cons
    Expensive
    3
    Integration Issues
    3
    Learning Curve
    3
    Limited Customization
    3
    Poor Support
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Pipeliner CRM features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Data Segmentation
    Average: 8.6
    9.6
    Opportunity Scoring
    Average: 8.3
    8.9
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2007
    HQ Location
    Los Angeles, CA
    Twitter
    @PipelinerCRM
    8,597 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    134 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pipeliner CRM is a cutting-edge AI-powered sales customer relationship management solution designed to enhance how businesses cultivate and maintain customer relationships while driving revenue growth

Users
  • President
  • Director
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 71% Small-Business
  • 22% Mid-Market
Pipeliner CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
Easy Tracking
5
Features
5
Helpful
4
Sales Optimization
4
Cons
Expensive
3
Integration Issues
3
Learning Curve
3
Limited Customization
3
Poor Support
3
Pipeliner CRM features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.2
9.0
Data Segmentation
Average: 8.6
9.6
Opportunity Scoring
Average: 8.3
8.9
Interactive Dashboards
Average: 8.6
Seller Details
Company Website
Year Founded
2007
HQ Location
Los Angeles, CA
Twitter
@PipelinerCRM
8,597 Twitter followers
LinkedIn® Page
www.linkedin.com
134 employees on LinkedIn®
(28)4.1 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 dat

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 39% Mid-Market
    • 25% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • GridBuddy Connect features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.2
    10.0
    Data Segmentation
    Average: 8.6
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2018
    HQ Location
    Boston, Massachusetts
    Twitter
    @TrustValidity
    1,156 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    331 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 dat

Users
No information available
Industries
No information available
Market Segment
  • 39% Mid-Market
  • 25% Enterprise
GridBuddy Connect features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.2
10.0
Data Segmentation
Average: 8.6
0.0
No information available
0.0
No information available
Seller Details
Company Website
Year Founded
2018
HQ Location
Boston, Massachusetts
Twitter
@TrustValidity
1,156 Twitter followers
LinkedIn® Page
www.linkedin.com
331 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DemandFarm's Key Account Management software suite is purpose-built to help you unlock the full revenue potential of your strategic accounts. DemandFarm gives sales leaders and account managers ev

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 33% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DemandFarm features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    7.1
    Data Segmentation
    Average: 8.6
    8.3
    Opportunity Scoring
    Average: 8.3
    8.1
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2016
    HQ Location
    NY, New York
    Twitter
    @demandfarm
    3,346 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    58 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DemandFarm's Key Account Management software suite is purpose-built to help you unlock the full revenue potential of your strategic accounts. DemandFarm gives sales leaders and account managers ev

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 33% Enterprise
DemandFarm features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
7.1
Data Segmentation
Average: 8.6
8.3
Opportunity Scoring
Average: 8.3
8.1
Interactive Dashboards
Average: 8.6
Seller Details
Year Founded
2016
HQ Location
NY, New York
Twitter
@demandfarm
3,346 Twitter followers
LinkedIn® Page
www.linkedin.com
58 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Kluster is a revenue predictability platform specifically designed to assist Software as a Service (SaaS) companies in achieving their growth targets consistently each quarter. By providing a comprehe

    Users
    • Account Executive
    • Senior Account Executive
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 88% Mid-Market
    • 7% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Kluster Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Forecasting
    9
    Ease of Use
    8
    Insights
    7
    Analytics
    6
    Pipeline Management
    6
    Cons
    Dashboard Issues
    6
    Limited Customization
    5
    Filtering Issues
    4
    Slow Loading
    4
    CRM Integration
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Kluster features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Data Segmentation
    Average: 8.6
    8.2
    Opportunity Scoring
    Average: 8.3
    8.7
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Kluster
    Company Website
    Year Founded
    2016
    HQ Location
    London
    Twitter
    @kluster
    347 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    30 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Kluster is a revenue predictability platform specifically designed to assist Software as a Service (SaaS) companies in achieving their growth targets consistently each quarter. By providing a comprehe

Users
  • Account Executive
  • Senior Account Executive
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 88% Mid-Market
  • 7% Small-Business
Kluster Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Forecasting
9
Ease of Use
8
Insights
7
Analytics
6
Pipeline Management
6
Cons
Dashboard Issues
6
Limited Customization
5
Filtering Issues
4
Slow Loading
4
CRM Integration
3
Kluster features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.2
8.3
Data Segmentation
Average: 8.6
8.2
Opportunity Scoring
Average: 8.3
8.7
Interactive Dashboards
Average: 8.6
Seller Details
Seller
Kluster
Company Website
Year Founded
2016
HQ Location
London
Twitter
@kluster
347 Twitter followers
LinkedIn® Page
www.linkedin.com
30 employees on LinkedIn®