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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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Featured Sales Analytics Software At A Glance

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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.

No filters applied
202 Listings in Sales Analytics Available
Entry Level Price:Starting at $25.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 a

    Users
    • Account Manager
    • President
    Industries
    • Construction
    • Marketing and Advertising
    Market Segment
    • 64% Small-Business
    • 27% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Pipeline 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
    Customer Management
    5
    Customer Support
    5
    Pipeline Management
    5
    Reporting
    5
    Cons
    Limited Customization
    5
    Limited Features
    5
    Integration Issues
    4
    Missing Features
    3
    Complex Automation
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Pipeline CRM features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.2
    Data Segmentation
    Average: 8.6
    9.6
    Opportunity Scoring
    Average: 8.3
    9.6
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2006
    HQ Location
    Seattle, WA
    Twitter
    @PipelineDeals
    2,875 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 a

Users
  • Account Manager
  • President
Industries
  • Construction
  • Marketing and Advertising
Market Segment
  • 64% Small-Business
  • 27% Mid-Market
Pipeline 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
Customer Management
5
Customer Support
5
Pipeline Management
5
Reporting
5
Cons
Limited Customization
5
Limited Features
5
Integration Issues
4
Missing Features
3
Complex Automation
2
Pipeline CRM features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.2
Data Segmentation
Average: 8.6
9.6
Opportunity Scoring
Average: 8.3
9.6
Interactive Dashboards
Average: 8.6
Seller Details
Company Website
Year Founded
2006
HQ Location
Seattle, WA
Twitter
@PipelineDeals
2,875 Twitter followers
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
  • 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
    222 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14 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
222 Twitter followers
LinkedIn® Page
www.linkedin.com
14 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.

    Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and ca

    Users
    • Account Executive
    • Account Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 40% Mid-Market
    • 31% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Dynamics 365 Sales 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
    19
    Integrations
    11
    Lead Management
    10
    Helpful
    9
    Customization
    8
    Cons
    Learning Curve
    11
    Complexity
    6
    Expensive
    6
    Not Intuitive
    6
    Time-Consuming
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Dynamics 365 Sales features and usability ratings that predict user satisfaction
    7.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.7
    Data Segmentation
    Average: 8.6
    8.6
    Opportunity Scoring
    Average: 8.3
    8.1
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Microsoft
    Year Founded
    1975
    HQ Location
    Redmond, Washington
    Twitter
    @microsoft
    13,091,027 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    226,132 employees on LinkedIn®
    Ownership
    MSFT
Product Description
How are these determined?Information
This description is provided by the seller.

Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and ca

Users
  • Account Executive
  • Account Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 40% Mid-Market
  • 31% Small-Business
Dynamics 365 Sales 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
19
Integrations
11
Lead Management
10
Helpful
9
Customization
8
Cons
Learning Curve
11
Complexity
6
Expensive
6
Not Intuitive
6
Time-Consuming
6
Dynamics 365 Sales features and usability ratings that predict user satisfaction
7.8
Has the product been a good partner in doing business?
Average: 9.2
8.7
Data Segmentation
Average: 8.6
8.6
Opportunity Scoring
Average: 8.3
8.1
Interactive Dashboards
Average: 8.6
Seller Details
Seller
Microsoft
Year Founded
1975
HQ Location
Redmond, Washington
Twitter
@microsoft
13,091,027 Twitter followers
LinkedIn® Page
www.linkedin.com
226,132 employees on LinkedIn®
Ownership
MSFT
(3,535)4.3 out of 5
Optimized for quick response
View top Consulting Services for Outreach
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy a

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Mid-Market
    • 22% Enterprise
    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.
    • Outreach is a sales engagement platform that offers automation features, multichannel engagements, lead management, and data-driven insights to increase personalization and response rates.
    • Reviewers frequently mention the ease of use, the ability to customize outreach campaigns, the integration with other platforms like Orum and LinkedIn, and the data-driven insights that aid in decision making.
    • Reviewers mentioned issues with tasks getting bottlenecked, the inability to re-add people to the same sequence twice, high pricing, bugs, lack of advanced filters, and difficulties in making bulk actions.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Outreach 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
    85
    Helpful
    54
    Automation
    50
    Features
    48
    Integrations
    43
    Cons
    Missing Features
    36
    Learning Curve
    25
    Limitations
    19
    Slow Loading
    19
    Integration Issues
    18
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Outreach features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    7.6
    Data Segmentation
    Average: 8.6
    7.4
    Opportunity Scoring
    Average: 8.3
    8.1
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Outreach
    Company Website
    Year Founded
    2014
    HQ Location
    Seattle, WA
    Twitter
    @outreach_io
    7,703 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,421 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy a

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Mid-Market
  • 22% Enterprise
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.
  • Outreach is a sales engagement platform that offers automation features, multichannel engagements, lead management, and data-driven insights to increase personalization and response rates.
  • Reviewers frequently mention the ease of use, the ability to customize outreach campaigns, the integration with other platforms like Orum and LinkedIn, and the data-driven insights that aid in decision making.
  • Reviewers mentioned issues with tasks getting bottlenecked, the inability to re-add people to the same sequence twice, high pricing, bugs, lack of advanced filters, and difficulties in making bulk actions.
Outreach 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
85
Helpful
54
Automation
50
Features
48
Integrations
43
Cons
Missing Features
36
Learning Curve
25
Limitations
19
Slow Loading
19
Integration Issues
18
Outreach features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
7.6
Data Segmentation
Average: 8.6
7.4
Opportunity Scoring
Average: 8.3
8.1
Interactive Dashboards
Average: 8.6
Seller Details
Seller
Outreach
Company Website
Year Founded
2014
HQ Location
Seattle, WA
Twitter
@outreach_io
7,703 Twitter followers
LinkedIn® Page
www.linkedin.com
1,421 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 44% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Recapped.io 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
    15
    Centralization
    7
    Customization
    6
    Lead Management
    6
    Sales Process
    6
    Cons
    Editing Issues
    2
    Branding Issues
    1
    Change Management
    1
    Complex UI
    1
    Difficult Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Recapped.io 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
    9.0
    Opportunity Scoring
    Average: 8.3
    9.1
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    New York
    Twitter
    @GetRecapped
    180 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 44% Small-Business
Recapped.io 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
15
Centralization
7
Customization
6
Lead Management
6
Sales Process
6
Cons
Editing Issues
2
Branding Issues
1
Change Management
1
Complex UI
1
Difficult Customization
1
Recapped.io 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
9.0
Opportunity Scoring
Average: 8.3
9.1
Interactive Dashboards
Average: 8.6
Seller Details
Year Founded
2018
HQ Location
New York
Twitter
@GetRecapped
180 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
(248)4.7 out of 5
Optimized for quick response
View top Consulting Services for QuotaPath
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
    • 52% 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
    31
    Customer Support
    24
    Helpful
    22
    Time-saving
    16
    Integrations
    14
    Cons
    Time Delays
    6
    Integration Issues
    5
    Slow Loading
    5
    Learning Curve
    4
    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
    643 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 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
  • 52% 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
31
Customer Support
24
Helpful
22
Time-saving
16
Integrations
14
Cons
Time Delays
6
Integration Issues
5
Slow Loading
5
Learning Curve
4
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
643 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
  • 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
    3200 Kirby Dr., Suite 500, Houston, TX 77098
    Twitter
    @CongaHQ
    11,121 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,793 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
3200 Kirby Dr., Suite 500, Houston, TX 77098
Twitter
@CongaHQ
11,121 Twitter followers
LinkedIn® Page
www.linkedin.com
1,793 employees on LinkedIn®
Phone
(303) 465-1616
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
    505 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.

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
505 Twitter followers
LinkedIn® Page
www.linkedin.com
150 employees on LinkedIn®
(931)4.2 out of 5
Optimized for quick response
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
    29
    Customizability
    12
    Customization
    12
    Easy Customization
    11
    Feature Richness
    11
    Cons
    Learning Curve
    11
    Limited Customization
    7
    Limited Features
    7
    Incomplete Information
    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
    72,923 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    136 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
29
Customizability
12
Customization
12
Easy Customization
11
Feature Richness
11
Cons
Learning Curve
11
Limited Customization
7
Limited Features
7
Incomplete Information
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
72,923 Twitter followers
LinkedIn® Page
www.linkedin.com
136 employees on LinkedIn®
  • 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
    13
    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
    8.3
    Data Segmentation
    Average: 8.6
    8.6
    Opportunity Scoring
    Average: 8.3
    8.2
    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
    2,775 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    70 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
13
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
8.3
Data Segmentation
Average: 8.6
8.6
Opportunity Scoring
Average: 8.3
8.2
Interactive Dashboards
Average: 8.6
Seller Details
Seller
Workbooks
Company Website
Year Founded
2009
HQ Location
Reading, Berkshire
Twitter
@Workbooks
2,775 Twitter followers
LinkedIn® Page
www.linkedin.com
70 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
    2,256 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    237 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
2,256 Twitter followers
LinkedIn® Page
www.linkedin.com
237 employees on LinkedIn®
Phone
781-405-2376
  • 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
    3,332 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 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
3,332 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
  • 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% Small-Business
  • 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
    Year Founded
    2018
    HQ Location
    Boston, Massachusetts
    Twitter
    @TrustValidity
    1,154 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    348 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% Small-Business
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
Year Founded
2018
HQ Location
Boston, Massachusetts
Twitter
@TrustValidity
1,154 Twitter followers
LinkedIn® Page
www.linkedin.com
348 employees on LinkedIn®
(1,152)4.5 out of 5
Optimized for quick response
15% Off: Starting at $19/user/month
  • 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
    27
    Gmail Integration
    17
    Integration
    16
    Integrations
    12
    Seamless Integration
    12
    Cons
    Expensive
    9
    Integration Issues
    9
    Limited Features
    9
    Missing Features
    9
    Limited Customization
    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
    2,394 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    294 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
27
Gmail Integration
17
Integration
16
Integrations
12
Seamless Integration
12
Cons
Expensive
9
Integration Issues
9
Limited Features
9
Missing Features
9
Limited Customization
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
2,394 Twitter followers
LinkedIn® Page
www.linkedin.com
294 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ORM Technologies delivers advanced analytics to sales and marketing organizations. The three pillars of Advanced Analytics are: 1. Analyze - Report and measure your historical sales and marketing pe

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 41% Enterprise
    • 41% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ORM Technologies features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.2
    Data Segmentation
    Average: 8.6
    9.2
    Opportunity Scoring
    Average: 8.3
    9.2
    Interactive Dashboards
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2011
    HQ Location
    Dallas, Texas
    Twitter
    @ORMTech
    199 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    7 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ORM Technologies delivers advanced analytics to sales and marketing organizations. The three pillars of Advanced Analytics are: 1. Analyze - Report and measure your historical sales and marketing pe

Users
No information available
Industries
  • Computer Software
Market Segment
  • 41% Enterprise
  • 41% Mid-Market
ORM Technologies features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.2
Data Segmentation
Average: 8.6
9.2
Opportunity Scoring
Average: 8.3
9.2
Interactive Dashboards
Average: 8.6
Seller Details
Year Founded
2011
HQ Location
Dallas, Texas
Twitter
@ORMTech
199 Twitter followers
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®