Top Free Sales Engagement Software

How Many Sales Engagement Software Products Does G2 Track?

Total Products under this Category: 508

Category Stats (Oct 2026)

  • Average Rating: 4.57/5 (↑0.02 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Victoria AI (+33.32%) - Among all products in this category, Victoria AI recorded the largest rating increase compared to last month

Last updated: October 20, 2026

How Does G2 Rank Sales Engagement Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 150,900+ Authentic Reviews
  • 508+ 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 Engagement Software

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

Highlighted products: Salesforce Sales Cloud, HubSpot Sales Hub, lemlist, Apollo.io, GTM Workspace - Powered by ZoomInfo, Gong, Salesloft, and Nooks.

Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-engagement/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=lemlist&focus%5B%5D=apollo-io&focus%5B%5D=gtm-workspace-powered-by-zoominfo&focus%5B%5D=gong&focus%5B%5D=salesloft&focus%5B%5D=nooks)

Salesforce Sales Cloud

Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management

Average Rating: 4.4/5.0

Total Reviews: 26,144

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How Do G2 Users Rate Salesforce Sales Cloud?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.1/10)
  • Workflow Performance: 8.7/10 (Category avg: 8.7/10)
  • Workflow Management: 8.7/10 (Category avg: 8.8/10)
  • Other Outreach Options : 8.1/10 (Category avg: 8.5/10)

Who Is the Company Behind Salesforce Sales Cloud?

  • Seller: Salesforce
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • Twitter: @salesforce
    579,511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89,711 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 45% Medium, 34% Large

What Do G2 Reviewers Say About Salesforce Sales Cloud?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Agentforce Sales invaluable for managing customer data and improving productivity.
  • Users value the straightforward flow and comprehensive visibility of Agentforce Sales, enhancing team collaboration and insight.
  • Users value the 360-degree view of customer information, enhancing lead follow-up and closing processes efficiently.
  • Users value the extensive customization options of Agentforce Sales, tailoring it to fit unique business needs effortlessly.
  • Users value the extensive customizability of Agentforce Sales, allowing tailored solutions for unique business needs.
Cons
  • Users find the steep learning curve daunting, struggling with complex setups and mobile UX challenges.
  • Users find limitations in package options and struggle with navigation and security complexities in Agentforce Sales.
  • Users find the missing features in Agentforce Sales hinder their ability to manage complex issues easily.
  • Users find the limited features of Agentforce Sales require time and expertise for effective customization and reporting.
  • Users find the product expensive and suggest improving cost-effectiveness for better business adaptability.

What Are Recent G2 Reviews of Salesforce Sales Cloud?

What Are G2 Users Discussing About Salesforce Sales Cloud?

HubSpot Sales Hub

Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey.

Average Rating: 4.4/5.0

Total Reviews: 13,730

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How Do G2 Users Rate HubSpot Sales Hub?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.1/10)
  • Workflow Performance: 8.6/10 (Category avg: 8.7/10)
  • Workflow Management: 8.7/10 (Category avg: 8.8/10)
  • Other Outreach Options : 8.2/10 (Category avg: 8.5/10)

Who Is the Company Behind HubSpot Sales Hub?

  • Seller: HubSpot
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Cambridge, Massachusetts, United States
  • Twitter: @HubSpot
    784,270 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17,628 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Business Development Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Small, 35% Medium

What Do G2 Reviewers Say About HubSpot Sales Hub?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive ease of use of HubSpot Sales Hub, appreciating its streamlined organization and integrations.
  • Users appreciate the customizability and user-friendly interface of HubSpot Sales Hub, enhancing their sales management experience.
  • Users value the comprehensive visibility of HubSpot Sales Hub for managing sales efforts and forecasting effectively.
  • Users value the intuitive interface of HubSpot Sales Hub, which simplifies navigation and enhances productivity.
  • Users value the excellent lead management provided by HubSpot Sales Hub, enhancing organization and efficiency significantly.
Cons
  • Users find missing features in HubSpot Sales Hub, including limited lead creation and incomplete mobile app functionality.
  • Users find the limited features of HubSpot Sales Hub, like dashboard limitations and mobile app functionality, frustrating.
  • Users face a large learning curve, finding the system confusing without extensive training on contacts versus leads.
  • Users find HubSpot Sales Hub significantly limited in customization, hindering efficient outreach and task management.
  • Users find HubSpot Sales Hub to be expensive, especially as costs increase and bugs persist affecting usage.

What Are Recent G2 Reviews of HubSpot Sales Hub?

What Are G2 Users Discussing About HubSpot Sales Hub?

lemlist

lemlist is the only platform you need to make outbound work. Sales teams know who to target and why now, find verified contacts, and engage prospects on email, LinkedIn, calls, WhatsApp, and SMS, from lemlist, their CRM, or their AI assistant. With lemlist, you can: - Find leads that match your ICP in a 650M+ database and enrich them with verified emails and phone numbers from top data providers - Spot when prospects are ready to buy with intent signal agents that track buying signals and suggest the right sequence and message for each trigger - Turn scattered lead data into usable context with data enrichment agents that pull insights from LinkedIn, websites, your CRM, and Claap sales recordings - Build full campaigns by chatting with lemAgent, which finds your leads, builds the sequence, and writes every message, with nothing launching until you approve it - Run automated multichannel sequences and manage every reply from one unified inbox - Keep emails out of spam across all your mailboxes and domains with the Deliverability Hub, including lemwarm - Work from Salesforce, HubSpot, or Attio, run lemlist from your AI assistant via MCP, or plug into 500+ integrations Most tools cover one part of outbound. lemlist covers the whole workflow, from finding a prospect to booking the meeting, and keeps a human in control at every step. Sales reps, sales leaders, RevOps, and founders at 20,000+ teams use lemlist to cut manual work and spend more of their time selling.

Average Rating: 4.6/5.0

Total Reviews: 2,406

How Do G2 Users Rate lemlist?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.1/10)
  • Workflow Performance: 8.3/10 (Category avg: 8.7/10)
  • Workflow Management: 8.7/10 (Category avg: 8.8/10)
  • Other Outreach Options : 8.4/10 (Category avg: 8.5/10)

Who Is the Company Behind lemlist?

  • Seller: lemlist
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Paris, Île-de-France, France
  • Twitter: @lemlist
    2,556 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    273 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 58% Small, 8% Medium

What Do G2 Reviewers Say About lemlist?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of lemlist, appreciating its user-friendly interface and effective automation features.
  • Users value the user-friendly interface and automation features of lemlist, enhancing their marketing efficiency and creativity.
  • Users value the ease of personalized outreach with Lemlist, enabling efficient, human-like engagement at scale.
  • Users appreciate the automation features of lemlist, streamlining their outreach while maintaining a personalized touch.
  • Users appreciate the sophisticated LinkedIn integration of Lemlist, enhancing their outreach with personalization and efficiency.
Cons
  • Users are frustrated by missing features in Lemlist, such as the inability to enrich leads post-launch and usability issues.
  • Users find Lemlist expensive, particularly regarding additional credits and overall costs for high-volume campaigns.
  • Users find the steep learning curve for setup and integrations can hinder initial experience but improve over time.
  • Users find the interface complex for managing multiple campaigns, making scaling and adjustments challenging post-launch.
  • Users find the email management process costly and sometimes cumbersome, especially with credits and setup challenges.

What Are Recent G2 Reviews of lemlist?

What Are G2 Users Discussing About lemlist?

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Apollo.io

Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs.

Average Rating: 4.7/5.0

Total Reviews: 9,450

How Do G2 Users Rate Apollo.io?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.1/10)
  • Workflow Performance: 8.7/10 (Category avg: 8.7/10)
  • Workflow Management: 8.7/10 (Category avg: 8.8/10)
  • Other Outreach Options : 8.4/10 (Category avg: 8.5/10)

Who Is the Company Behind Apollo.io?

  • Seller: Apollo.io
  • Company Website:
  • Year Founded: 2015
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Business Development Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 67% Small, 29% Medium

What Do G2 Reviewers Say About Apollo.io?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Apollo.io, enhancing their lead generation and CRM integration seamlessly.
  • Users value the user-friendly interface and automation features of Apollo.io, enhancing their lead generation efficiency.
  • Users value the robust search and filtering capabilities of Apollo.io, enhancing their outreach and campaign management efficiency.
  • Users appreciate the streamlined prospecting and outreach capabilities of Apollo.io, enhancing efficiency and targeting in lead generation.
  • Users appreciate the time-saving features of Apollo.io, streamlining their outreach and enhancing sales efficiency.
Cons
  • Users find missing features frustrating, particularly in layout customization, email templates, and integration options.
  • Users indicate that inaccurate data in Apollo.io can lead to frustrations with lead information and missing emails.
  • Users find the steep learning curve of Apollo.io challenging, hindering effective navigation and utilization of its features.
  • Users note limited features and variable accuracy, necessitating manual checks and selective outreach, which can overwhelm new users.
  • Users experience data inaccuracy with Apollo.io, leading to unreliable contact information that requires verification.

What Are Recent G2 Reviews of Apollo.io?

What Are G2 Users Discussing About Apollo.io?

GTM Workspace - Powered by ZoomInfo

Note: GTM Workspace is the upgraded version of ZoomInfo Sales and ZoomInfo Copilot. GTM Workspace is a unified sales execution platform that empowers account executives and account managers to run their entire book of business from a single workspace. By bringing together CRM data, ZoomInfo intelligence, engagement history, and buying signals into one consolidated view, GTM Workspace eliminates the constant context-switching that prevents sellers from doing their best work. At the core of GTM Workspace is an AI assistant that understands the full context of a rep's territory - their accounts, open opportunities, past conversations, and real-time signals - enabling natural language commands that drive real action. Sellers can instantly prepare for meetings, monitor account health, prioritize pipeline, and identify the best prospects to pursue, all without leaving a single interface. GTM Workspace integrates directly with Salesforce, maintaining bidirectional, real-time sync so CRM data stays current automatically. Flexible, spreadsheet-style Views allow reps to slice and analyze their accounts, contacts, leads, and opportunities exactly the way they work - with ZoomInfo firmographic, technographic, and intent data enriched directly alongside CRM fields. Purpose-built for the way modern sales teams operate, GTM Workspace requires no training, no agent building, and no engineering projects. It works immediately out of the box, delivering day-one value on top of the data foundation teams already rely on. The result: sellers spend less time stitching together information across disconnected tools and more time doing what they do best - building relationships and closing deals.

Average Rating: 4.5/5.0

Total Reviews: 8,950

How Do G2 Users Rate GTM Workspace - Powered by ZoomInfo?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.1/10)
  • Workflow Performance: 8.3/10 (Category avg: 8.7/10)
  • Workflow Management: 8.3/10 (Category avg: 8.8/10)
  • Other Outreach Options : 8.0/10 (Category avg: 8.5/10)

Who Is the Company Behind GTM Workspace - Powered by ZoomInfo?

  • Seller: ZoomInfo
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Vancouver, WA
  • Twitter: @ZoomInfo
    23,515 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9,779 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Sales Development Representative
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 48% Medium, 26% Small

What Do G2 Reviewers Say About GTM Workspace - Powered by ZoomInfo?

AI-generated summary from verified user reviews

Pros
  • Users value the comprehensive contact information that GTM Workspace provides, aiding effective outreach to potential buyers.
  • Users find the ease of use in GTM Workspace invaluable for streamlining their sales processes and insights.
  • Users value the data accuracy of GTM Workspace, enhancing their competitive edge in prospecting and research.
  • Users find the bulk data download feature invaluable for targeted lead generation, simplifying outreach in the finance sector.
  • Users value the easy access to relevant contacts and companies, streamlining prospecting and enhancing lead nurturing efforts.
Cons
  • Users often face challenges with inaccurate data, including unassigned contact numbers and outdated job information.
  • Users often face outdated data in GTM Workspace, leading to inaccuracies in contact details and location information.
  • Users often struggle with outdated contacts, leading them to seek alternative information sources for accuracy.
  • Users experience data inaccuracy, with incorrect contact locations and unassigned numbers complicating their outreach efforts.
  • Users often face outdated information, including incorrect emails and job titles, affecting their reliability and effectiveness.

What Are Recent G2 Reviews of GTM Workspace - Powered by ZoomInfo?

What Are G2 Users Discussing About GTM Workspace - Powered by ZoomInfo?

Nooks

Nooks is the Agent Workspace for intelligent outbound. We pair human judgment with AI execution so reps spend less time on busywork and more time building real relationships that turn into pipeline. Nooks brings signals, account history, and next-best actions into one multi-channel system for AI sequencing so outbound stays relevant as you scale. Over 100 teams have switched from legacy sequencing tools to Nooks, more than doubling email-sourced pipeline, cutting research time by 90%, and consolidating multiple vendors into one platform. Over 1200 customers, including sophisticated sales orgs at HubSpot, Deel, ZoomInfo, and Rippling use Nooks to generate more pipeline with less context switching.

Average Rating: 4.8/5.0

Total Reviews: 1,708

How Do G2 Users Rate Nooks?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.1/10)
  • Workflow Performance: 9.9/10 (Category avg: 8.7/10)
  • Workflow Management: 9.6/10 (Category avg: 8.8/10)
  • Other Outreach Options : 8.8/10 (Category avg: 8.5/10)

Who Is the Company Behind Nooks?

  • Seller: Nooks
  • Company Website:
  • HQ Location: San Francisco, California
  • Twitter: @JoinNooks
    390 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    425 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: SDR, Business Development Representative
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Medium, 26% Small

What Do G2 Reviewers Say About Nooks?

AI-generated summary from verified user reviews

Pros
  • Users find that Nooks offers a significant time-saving advantage, enhancing efficiency and streamlining workflows.
  • Users highlight the ease of use of Nooks, praising its beginner-friendly interface and effortless navigation.
  • Users value the efficiency of Nooks, enhancing call volume and productivity while fostering teamwork among remote sales teams.
  • Users value the efficient parallel dialing and seamless collaboration features of Nooks, significantly enhancing productivity and communication.
  • Users highlight the efficient lead generation capabilities of Nooks, enabling numerous successful calls in less time.
Cons
  • Users face call issues with Nooks, including glitches and difficulties managing the call preparation process.
  • Users report dialer issues in Nooks, such as incomplete info transfer and call connectivity problems.
  • Users note the missing features in Nooks, such as limited sorting options and inadequate filtering capabilities.
  • Users find the dialer limitations frustrating, as wrong numbers often go undetected, affecting connect rates.
  • Users experience connection issues with Nooks, often resulting in delays when reaching prospects during calls.

What Are Recent G2 Reviews of Nooks?

Bigin by Zoho CRM

Bigin by Zoho CRM is a simplified, AI-ready customer relationship management (CRM) software designed specifically for small businesses, startups, and customer-facing teams. Trusted by 50,000+ businesses across 150+ countries, Bigin helps small businesses unify all customer-facing operations — marketing, sales, onboarding, delivery, and support and helps manage customer relationships effectively.

Average Rating: 4.6/5.0

Total Reviews: 873

How Do G2 Users Rate Bigin by Zoho CRM?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.1/10)
  • Workflow Performance: 8.4/10 (Category avg: 8.7/10)
  • Workflow Management: 8.5/10 (Category avg: 8.8/10)
  • Other Outreach Options : 8.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Bigin by Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @Zoho
    137,880 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 90% Small, 8% Medium

What Do G2 Reviewers Say About Bigin by Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Bigin by Zoho CRM, appreciating its simple setup and user-friendly interface.
  • Users value the simplicity and organization of Bigin by Zoho CRM, making it ideal for small businesses.
  • Users praise the intuitive design of Bigin by Zoho CRM, highlighting its simplicity and ease of navigation.
  • Users value the simplicity of Bigin by Zoho CRM, finding it easy to use and set up for small businesses.
  • Users value the ease of use and management of Bigin by Zoho CRM, appreciating its intuitive interface and functionality.
Cons
  • Users note the lack of advanced features in Bigin by Zoho CRM, limiting automation and integrations.
  • Users find Bigin by Zoho CRM has limited features, lacking advanced automations and connectors for expanded integration.
  • Users experience integration issues with Bigin, finding importing complicated and app integration challenging, particularly for beginners.
  • Users note the limited customization in Bigin, with restricted fields and basic automation options for advanced needs.
  • Users find Bigin by Zoho CRM has limited integrations, hindering connection with other essential applications for smoother workflows.

What Are Recent G2 Reviews of Bigin by Zoho CRM?

What Are G2 Users Discussing About Bigin by Zoho CRM?

Close

Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity.

Average Rating: 4.7/5.0

Total Reviews: 2,094

G2 Deal: 20% off for new Close customers

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. G2 users receive a 20%, one-time discount off first billing cycle for new Close customers. Offer expires December 31, 2026.

Offer expires: 31 December 2026

View this exclusive G2 deal

How Do G2 Users Rate Close?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.1/10)
  • Workflow Performance: 8.9/10 (Category avg: 8.7/10)
  • Workflow Management: 8.9/10 (Category avg: 8.8/10)
  • Other Outreach Options : 8.7/10 (Category avg: 8.5/10)

Who Is the Company Behind Close?

  • Seller: Close
  • Company Website:
  • Year Founded: 2013
  • HQ Location: 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
  • Twitter: @Close
    6,592 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    214 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 77% Small, 19% Medium

What Do G2 Reviewers Say About Close?

AI-generated summary from verified user reviews

Pros
  • Users find Close to be extremely user-friendly, enabling quick access to essential features for efficient business management.
  • Users find Close to be incredibly helpful, especially with its intuitive design and fast customer support.
  • Users love the simplicity and user-friendliness of Close, making customer management and prospect tracking effortless.
  • Users appreciate the enhanced communication management features of Close, streamlining client interactions effectively and efficiently.
  • Users love the intuitive design of Close, finding it user-friendly and efficient for their needs.
Cons
  • Users note the missing features in Close, like mobile app limitations and no WhatsApp integration, affecting usability.
  • Users experience call issues, including unexpected charges and recording failures, which can hinder effective usage.
  • Users find the limited features of Close restrictive, particularly for B2C needs and advanced functionalities.
  • Users find the learning curve steep, with challenges in merging leads and managing custom reports effectively.
  • Users find the limited customization of Close frustrating, particularly for tailored reports and advanced dashboards.

What Are Recent G2 Reviews of Close?

What Are G2 Users Discussing About Close?

Amplemarket

By combining premium data, multichannel engagement, and real-time insights in one seamless solution, Duo AI Copilot and AI Agent redefine how modern sales teams operate. Duo uncovers hidden opportunities, detects buyer intent signals, and generates tailored playbooks - empowering your reps to focus on what matters most: building relationships and closing deals. It’s the perfect fusion of AI precision and human intuition. Built on an all-in-one sales platform, Duo AI Agents support your entire outbound workflow - from prospecting and engagement to automation and deliverability. What’s included in the platform: - Global B2B data to help you identify and reach your ideal customers - Multichannel outreach via email, phone, social, voice cloning, and more - Built-in personalization to scale relevant, high-converting messaging - AI superpowers: A suite of personalized AI Agents that handles research, intent signals, and workflows - so you spend less time prepping and more time selling

Average Rating: 4.6/5.0

Total Reviews: 674

How Do G2 Users Rate Amplemarket?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.1/10)
  • Workflow Performance: 8.5/10 (Category avg: 8.7/10)
  • Workflow Management: 8.9/10 (Category avg: 8.8/10)
  • Other Outreach Options : 8.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Amplemarket?

  • Seller: Amplemarket
  • Year Founded: 2019
  • HQ Location: San Francisco, California
  • Twitter: @amplemarket
    2,568 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: SDR, Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 45% Medium, 44% Small

What Do G2 Reviewers Say About Amplemarket?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Amplemarket, appreciating its intuitive platform and efficient automation tools for outreach.
  • Users appreciate the ease of use and tailored messaging of Amplemarket, transforming their sales outreach effectively.
  • Users value the ease of use and seamless integrations in Amplemarket, enhancing their sales outreach experience.
  • Users love the efficient automation tools of Amplemarket, dramatically enhancing outreach speed and effectiveness.
  • Users rave about the effective lead generation capabilities of Amplemarket, simplifying outreach and enhancing relationship-building.
Cons
  • Users note missing features in Amplemarket, expressing a desire for enhancements and better sequence management options.
  • Users face a notable learning curve with Amplemarket, needing more support for a smoother onboarding experience.
  • Users report that improvement is needed in integration with other tech stacks and functionality of automation features.
  • Users experience sequence issues with cloning, automation failures, and inactivity settings that complicate workflow efficiency.
  • Users find integration issues with CRM and customization limitations in Amplemarket affect their reporting and workflow efficiency.

What Are Recent G2 Reviews of Amplemarket?

What Are G2 Users Discussing About Amplemarket?

Zoho CRM

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

Average Rating: 4.1/5.0

Total Reviews: 2,847

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How Do G2 Users Rate Zoho CRM?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 9.1/10)
  • Workflow Performance: 8.6/10 (Category avg: 8.7/10)
  • Workflow Management: 8.6/10 (Category avg: 8.8/10)
  • Other Outreach Options : 8.2/10 (Category avg: 8.5/10)

Who Is the Company Behind Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @Zoho
    137,880 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 62% Small, 33% Medium

What Do G2 Reviewers Say About Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive interface of Zoho CRM, making daily tasks easy and seamless to navigate.
  • Users appreciate the powerful AI features of Zoho CRM, enhancing sales, marketing, and customer support seamlessly.
  • Users appreciate the seamless integrations of Zoho CRM, enhancing collaboration between Marketing and Sales processes effectively.
  • Users appreciate the flexibility and ease of lead management with Zoho CRM's extensive features and integrations.
  • Users appreciate the easy integrations in Zoho CRM, enhancing workflow efficiency and simplifying customer management.
Cons
  • Users experience a challenging learning curve with Zoho CRM, as advanced features can be confusing initially.
  • Users find limited features in Zoho CRM restrict functionality, hindering integration and automation with other systems.
  • Users struggle with integration issues, finding the system inflexible and challenging to automate with non-Zoho tools.
  • Users find Zoho CRM's complexity challenging for beginners, often struggling to locate features and navigate the system.
  • Users often face poor customer support with Zoho CRM, leading to frustration and challenges during critical tasks.

What Are Recent G2 Reviews of Zoho CRM?

What Are G2 Users Discussing About Zoho CRM?

ActiveCampaign

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

Average Rating: 4.4/5.0

Total Reviews: 14,280

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How Do G2 Users Rate ActiveCampaign?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.1/10)
  • Workflow Performance: 7.4/10 (Category avg: 8.7/10)
  • Workflow Management: 7.5/10 (Category avg: 8.8/10)
  • Other Outreach Options : 6.8/10 (Category avg: 8.5/10)

Who Is the Company Behind ActiveCampaign?

  • Seller: ActiveCampaign
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Chicago, IL
  • Twitter: @ActiveCampaign
    13,203 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    854 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Health, Wellness and Fitness
  • Company Size: 92% Small, 7% Medium

What Do G2 Reviewers Say About ActiveCampaign?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in ActiveCampaign, appreciating seamless automation and straightforward features for personal tasks.
  • Users love the easy automation programming of ActiveCampaign, streamlining their workflow and enhancing customer communication.
  • Users value the user-friendly email editor and seamless integrations that enhance their marketing efforts effectively.
  • Users love the phenomenal automation features of ActiveCampaign, enhancing email campaigns with effective segmentation and tailored messaging.
Cons
  • Users express concerns about the missing features such as easy form building and custom date triggers.
  • Users find the pricing steep, especially for newer plans, which may be a barrier for some businesses.
  • Users experience a steep learning curve with ActiveCampaign, requiring additional support to navigate its features effectively.
  • Users find the limited features of ActiveCampaign frustrating, particularly in reporting, automation testing, and design flexibility.
  • Users find ActiveCampaign not intuitive, struggling with complicated automations and email creation processes that hinder efficiency.

What Are Recent G2 Reviews of ActiveCampaign?

What Are G2 Users Discussing About ActiveCampaign?

Salestarget.ai

Find & Enrich with 840M+ profiles. Validate contacts. Reach buyers on Email and LinkedIn. Close with a CRM built for salespeople — Power Dialer included. SalesTarget.ai is an AI-powered Sales Intelligence Operating System (Sales OS) built for outbound-driven B2B companies, agencies, and modern revenue teams. It centralizes every stage of the sales workflow — from data intelligence and enrichment to outreach, pipeline management, and AI assistance — eliminating the need for multiple disconnected tools. At its core is the Intelligence Engine: a unified lead enrichment and prospecting platform powered by 840M+ profiles, 150M+ company entities, 4,000+ data signals, and 50+ premium data providers. Discover and enrich any prospect with firmographic, technographic, contact, and behavioural data — including real-time intent signals that surface in-market buyers before your competitors do. Cold Email Outreach helps revenue teams scale personalized campaigns with smart sending, warm-up sequences, advanced spintax, unified inbox, and deliverability-optimized workflows. Power Dialer gives sales reps the ability to auto-dial sequentially through call lists directly from the CRM — maximizing talk time, eliminating manual dialing, and keeping every call logged and tracked in one place. LinkedIn Automation extends reach across channels with connection requests, InMail sequences, profile engagement, and drip follow-ups — all coordinated with email and phone for true multichannel prospecting. Built-in Email Validation cleans and verifies every contact before outreach, reducing bounce rates and protecting sender reputation. An integrated CRM manages the full pipeline — deals, touchpoints, call logs, tasks, and team collaboration — without needing an external tool. AI Co-pilot ties everything together. Through simple chat commands, it finds leads, builds sequences, launches campaigns, summarizes analytics, and audits performance in real time. SalesTarget.ai: Intelligence → Enrichment → Validation → Email → Power Dialer → LinkedIn → CRM → AI Co-pilot. One platform. Infinite scale.

Average Rating: 4.8/5.0

Total Reviews: 113

How Do G2 Users Rate Salestarget.ai?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.1/10)
  • Workflow Performance: 8.3/10 (Category avg: 8.7/10)
  • Workflow Management: 8.3/10 (Category avg: 8.8/10)
  • Other Outreach Options : 7.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Salestarget.ai?

  • Seller: Salestarget LLC
  • Year Founded: 2024
  • HQ Location: Newark, US
  • Twitter: @Salestargetai
    20 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 83% Small, 26% Medium

What Do G2 Reviewers Say About Salestarget.ai?

AI-generated summary from verified user reviews

Pros
  • Users love how SalesTarget.ai offers improved prospect engagement, sparking meaningful conversations through intentional outreach strategies.
  • Users praise the efficiency of Salestarget.ai, streamlining lead validation and outreach processes for improved engagement.
  • Users appreciate the ease of use of SalesTarget.ai, simplifying outreach and centralizing sales workflows efficiently.
  • Users value the time-saving automation features of Salestarget.ai, enhancing efficiency in outreach efforts across channels.
  • Users value the lead validation and verification features of Salestarget.ai, enhancing outreach efficiency and engagement significantly.
Cons
  • Users note incomplete information with occasional automation issues and limited reporting features affecting outreach effectiveness.
  • Users experience a notable learning curve initially, especially if transitioning from simpler outreach tools.
  • Users find the lack of customization flexibility limits tailored campaign strategies and affects overall analytics effectiveness.
  • Users note inadequate reporting on LinkedIn engagement, complicating performance tracking and requiring extra steps for insights.
  • Users experience a challenging learning curve initially, especially if transitioning from simpler outreach tools, requiring time to adapt.

What Are Recent G2 Reviews of Salestarget.ai?

Saleshandy

Saleshandy is an AI-powered outbound sales platform that helps businesses find the right prospects, reach them across multiple channels, and turn conversations into revenue from one workspace. Instead of managing separate tools for lead generation, email outreach, deliverability, and sales engagement, Saleshandy brings the entire outbound workflow together. Find prospects from a database of 852M+ contacts and 42M+ companies, launch personalized multichannel campaigns, manage replies, and track deals without switching between platforms. With Saleshandy, you can: - Find your ideal prospects with verified B2B data filtered by job title, industry, company size, revenue, technology usage, and 50+ buying signals. - Build and launch multichannel outreach campaigns across email, calls, LinkedIn, WhatsApp, and sales tasks with AI-powered personalization and automated follow-ups. - Set up and scale your email infrastructure with domain purchasing, mailbox setup, and automatic SPF, DKIM, and DMARC configuration without complex technical work. - Improve email deliverability with unlimited warm-up, sender reputation monitoring, and inbox placement testing to maximize your chances of reaching the inbox. - Manage all prospect conversations in one place with a unified inbox, built-in CRM, pipelines, and deal tracking. - Scale your outbound operations with unlimited users, client management, and agency-friendly workflows at no additional per-seat cost. Most sales teams rely on multiple disconnected tools to run outbound. Saleshandy combines prospecting, outreach, deliverability, and pipeline management into one AI-powered platform, helping teams go from finding leads to booking meetings faster. Trusted by 25,000+ businesses, from growing startups to global agencies. Plans start at $34/month with no per-seat pricing, making it easier to scale your outbound efforts as your team grows. Start your 7-day free trial with 50 credits included and experience the complete outbound workflow, from finding prospects to booking meetings: www.saleshandy.com

Average Rating: 4.6/5.0

Total Reviews: 821

How Do G2 Users Rate Saleshandy?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.1/10)
  • Workflow Performance: 8.6/10 (Category avg: 8.7/10)
  • Workflow Management: 8.4/10 (Category avg: 8.8/10)
  • Other Outreach Options : 7.7/10 (Category avg: 8.5/10)

Who Is the Company Behind Saleshandy?

  • Seller: Saleshandy
  • Year Founded: 2015
  • HQ Location: Gujarat
  • Twitter: @saleshandy
    1,711 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    91 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 88% Small, 8% Medium

What Do G2 Reviewers Say About Saleshandy?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Saleshandy, facilitating quick adaptation and effective email management.
  • Users love the email tracking feature of Saleshandy, significantly enhancing email marketing effectiveness and conversion rates.
  • Users rave about Saleshandy's high open rates and effective email deliverability, significantly enhancing their email marketing efforts.
  • Users praise the excellent customer support at Saleshandy, noting their quick responses and helpfulness with inquiries.
  • Users find Saleshandy to be extremely helpful, enhancing outreach with user-friendly features and excellent customer support.
Cons
  • Users find the UI/UX lacking and suggest improvements for better email management and quicker support responses.
  • Users note the missing features in Saleshandy, such as follow-up attachments and personalized systems, affecting their experience.
  • Users express concerns about the warmup issues, noting incomplete analytics and inaccurate data reporting.
  • Users find the product expensive, citing limited credits and email-sending restrictions for the price paid.
  • Users feel the limited prospect features of Saleshandy restrict their potential, necessitating higher limits in price plans.

What Are Recent G2 Reviews of Saleshandy?

What Are G2 Users Discussing About Saleshandy?

GetAccept

GetAccept is the #1 AI Digital Sales Room, built to help revenue teams run every deal like their best sales rep. It replaces scattered emails and static attachments with an AI-native workspace, bringing content, proposals, e-signing, and buyer communication together so sellers, buyers, and every stakeholder stay aligned on the latest documents, timelines, and next steps across the full sales cycle. GetAccept's AI analyses your meetings, calls, emails, CRM data, internal content, and publicly available data, and is trained to take action, building and updating personalized Digital Sales Rooms in minutes and keeping every rep on track with your sales process and methodology. Real-time tracking shows exactly how buyers engage with each deal, and native CRM integrations keep everything synced in the tools reps already use. GetAccept solves the problem of deals stalling between meetings in scattered email threads, static attachments, and manual admin. By giving sellers and buyers a single, trackable space to collaborate from first touch to signature, it helps revenue teams of every size to work smarter, close faster, and win more. Why revenue teams choose GetAccept  ↳ AI-powered enablement: auto-generate and surface the right content for each deal, stage, and stakeholder, grounded in your meetings, CRM, and internal knowledge.  ↳ AI-built sales rooms: spin up a personalized, interactive Digital Sales Room in minutes that keeps conversations, materials, and actions aligned.  ↳ Deal intelligence: turn buyer engagement signals into clear visibility and AI-guided next steps.  ↳ Proposals and e-signing built in: create, send, track, and close documents without leaving the room.  ↳ Connected to your stack: #1-rated native integrations with Salesforce, HubSpot, and Slack, plus 100+ more, keep activity synced everywhere automatically. Trusted by 5,000+ revenue teams, including Dealfront, ScaleWise, Samsung, and Chargebee. "This is a way for you to control the narrative, to make sure your reps are sticking to the process and helping your customers experience value instead of just product pitching." Remi Aaagaard Mørken, SVP of Sales, SalesScreen (100% increase in win rate) "Since I started using GetAccept, my sales process and communication with my prospects are way more project- and solution-oriented. They know where to find the content they need, and I can focus on providing solutions." Carolina Bräuninger, Senior Strategic Account Executive, Dealfront (67% decrease in sales cycle time) "If you haven't got something like GetAccept from a contracts perspective, but equally from a Deal Room perspective, then you're behind." Gavin Summer, Co-Founder, ScaleWise (51% increase in proposal-to-close rate) (edited)

Average Rating: 4.6/5.0

Total Reviews: 1,254

How Do G2 Users Rate GetAccept?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.1/10)
  • Workflow Performance: 8.5/10 (Category avg: 8.7/10)
  • Workflow Management: 8.5/10 (Category avg: 8.8/10)
  • Other Outreach Options : 7.9/10 (Category avg: 8.5/10)

Who Is the Company Behind GetAccept?

  • Seller: GetAccept Inc.
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Palo Alto, CA
  • Twitter: @getaccept
    1,433 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    154 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Manager, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Small, 43% Medium

What Do G2 Reviewers Say About GetAccept?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use in GetAccept, ensuring a smooth experience and minimal complaints from users.
  • Users appreciate the responsive customer support of GetAccept, enhancing their overall experience with the platform.
  • Users find GetAccept intuitive and easy to use, enhancing document workflows and client engagement effectively.
  • Users value the exceptional customer service of GetAccept, enhancing their overall experience and satisfaction with the platform.
  • Users find GetAccept a huge time-saver, thanks to its all-in-one accessibility and efficient automation features.
Cons
  • Users note the missing dark mode, which affects comfort and visual experience while using GetAccept.
  • Users face limited customization, leading to frustration and complexity when managing minor variations in contracts.
  • Users find difficult editing due to clunky blocks and limitations on signing order and quote modifications.
  • Users find the limited features of GetAccept to create unnecessary complexity and hinder customization options.
  • Users often face poor integration issues with GetAccept, leading to time-consuming troubleshooting and error message frustrations.

What Are Recent G2 Reviews of GetAccept?

Revenue Grid

Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential.

Average Rating: 4.6/5.0

Total Reviews: 592

How Do G2 Users Rate Revenue Grid?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.1/10)
  • Workflow Performance: 9.0/10 (Category avg: 8.7/10)
  • Workflow Management: 9.0/10 (Category avg: 8.8/10)
  • Other Outreach Options : 8.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Revenue Grid?

  • Seller: Revenue Grid
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Atlanta, Georgia
  • Twitter: @Revenue_Grid_
    1,057 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    140 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Financial Services
  • Company Size: 48% Medium, 41% Small

What Do G2 Reviewers Say About Revenue Grid?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Revenue Grid, appreciating its flexibility and efficient features for seamless integration.
  • Users value the seamless Salesforce integration of Revenue Grid, enhancing visibility and simplifying the documentation process.
  • Users appreciate the seamless integration of Revenue Grid with Salesforce and Outlook, enhancing their workflow and documentation efficiency.
  • Users praise the easy usage of Revenue Grid, highlighting its seamless integration and straightforward setup for efficiency.
  • Users value the invaluable customer support from Revenue Grid, ensuring smooth operation and assistance with unique setups.
Cons
  • Users find the missing features in Revenue Grid limiting, wishing for improved lead management and email handling functionality.
  • Users experience technical issues during setup, requiring troubleshooting and support before the system stabilizes.
  • Users face a steep learning curve with Revenue Grid's advanced features, requiring time and support to master.
  • Users find the CSV template rigidity and limited search options in Revenue Grid restrict their overall experience and efficiency.
  • Users experience slow loading times for the sidebar and add-on, causing occasional frustration during their workflow.

What Are Recent G2 Reviews of Revenue Grid?

What Are G2 Users Discussing About Revenue Grid?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 16, 2026