Best Sales Performance Management Software for Medium-Sized Businesses - Page 5

How Many Sales Performance Management Software Products Does G2 Track?

Total Products under this Category: 220

Category Stats (Oct 2026)

  • Average Rating: 4.54/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SAP Sales Performance Management (+19.23%) - Among all products in this category, SAP Sales Performance Management recorded the largest rating increase compared to last month

Last updated: October 14, 2026

How Does G2 Rank Sales Performance Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 120,700+ Authentic Reviews
  • 220+ 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 Performance Management Software

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

Highlighted products: Salesforce Sales Cloud, HubSpot Sales Hub, monday CRM, Pipedrive, Salesforce Spiff, QuotaPath, CaptivateIQ, and Salesloft.

Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-performance-management/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=monday-crm&focus%5B%5D=pipedrive&focus%5B%5D=salesforce-spiff&focus%5B%5D=quotapath&focus%5B%5D=captivateiq&focus%5B%5D=salesloft&segment=mid-market)

Forma.ai

Forma.ai is an AI-native enterprise sales performance management platform that brings sales planning and incentive compensation management together on one connected data foundation. Built for complex, global sales organizations, Forma.ai gives revenue operations, sales operations, sales compensation, and finance teams a single system to manage territories, quotas, and incentive compensation with greater speed, accuracy, and control. By connecting territory and quota management with incentive compensation, Forma.ai helps revenue teams keep sales strategy, seller performance, and incentive spend aligned. The platform supports complex plan logic, scalable rule configuration, governed workflows, payout administration, scenario modeling, and performance analytics — helping organizations move faster than fragmented spreadsheets, disconnected tools, or rigid legacy systems allow. Trusted by leading companies including Autodesk, Stryker, and Trustpilot, Forma.ai helps enterprise teams simplify sales performance management and maximize the effectiveness of every dollar spent on sales performance.

Average Rating: 4.7/5.0

Total Reviews: 65

How Do G2 Users Rate Forma.ai?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.3/10 (Category avg: 8.7/10)
  • Employee Structure: 8.2/10 (Category avg: 8.6/10)
  • Dashboards: 8.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Forma.ai?

  • Seller: Forma.ai
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Toronto, Ontario
  • Twitter: @Forma_AI
    170 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    199 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Medical Devices, Computer Software
  • Company Size: 55% Medium, 35% Large

What Do G2 Reviewers Say About Forma.ai?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Forma.ai, facilitating efficient daily operations and improving team management.
  • Users praise the exceptional customer support from Forma.ai, enhancing collaboration and speeding up issue resolution.
  • Users value the flexibility and responsiveness of Forma.ai, enhancing sales visibility and confidence in commission accuracy.
  • Users value the exceptional support and user-friendliness of Forma.ai, enhancing their overall experience and outcomes.
  • Users appreciate the accuracy of commission calculations in Forma.ai, boosting trust and confidence in their payouts.
Cons
  • Users experience limited flexibility in data management, complicating report creation and data uploads while preferring Excel formats.
  • Users mention a noticeable learning curve during initial setup, making implementation and updates somewhat time-consuming.
  • Users express frustration over the limited flexibility for Admin users, hindering their ability to make necessary changes.
  • Users find the complexity of initial setup time-consuming, especially for those lacking technical expertise.
  • Users face data management issues, experiencing inaccuracies and outdated information affecting overall reliability of Forma.ai.

What Are Recent G2 Reviews of Forma.ai?

What Are G2 Users Discussing About Forma.ai?

Nutshell

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

Average Rating: 4.3/5.0

Total Reviews: 1,434

How Do G2 Users Rate Nutshell?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 7.7/10 (Category avg: 8.7/10)
  • Employee Structure: 7.5/10 (Category avg: 8.6/10)
  • Dashboards: 8.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Nutshell?

  • Seller: Nutshell
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Ann Arbor, US
  • Twitter: @nutshell
    2,794 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    82 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 74% Small, 17% Medium

What Do G2 Reviewers Say About Nutshell?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Nutshell, keeping everything organized in one application effortlessly.
  • Users find Nutshell to be a reliable and intuitive tool that simplifies tracking and managing admissions efficiently.
  • Users praise Nutshell's exceptional customer support, highlighting prompt issue resolution and helpful educational resources.
  • Users love the powerful email marketing tools in Nutshell, noting their ease of use and effective tracking capabilities.
  • Users find Nutshell to be intuitive and easy to use, enhancing collaboration and daily sales activity management.
Cons
  • Users find missing features like better task differentiation and automations hinder efficiency and usability in Nutshell.
  • Users find Nutshell's limited features in customization and integrations somewhat restrictive for their business needs.
  • Users find limited customization in Nutshell, especially for mobile features and email templates, impacting user experience.
  • Users find the steep learning curve of Nutshell frustrating due to frequent feature changes and layout complications.
  • Users experience email integration issues occasionally, requiring cleanup of incorrect leads and dealing with duplicate notifications.

What Are Recent G2 Reviews of Nutshell?

Outdoo AI

Outdoo AI is the enterprise AI sales roleplay and coaching platform for customer-facing teams. Reps practice realistic sales, service, and leadership conversations against AI buyers built from your own calls, playbooks, and LinkedIn context, then get scored by the same AI scorecard that grades their live calls. That closed loop shows whether training changed real performance, not just completion rates. Outdoo AI is built for sales, customer success, support, and claims teams at organizations that run structured coaching and need to measure readiness. Key capabilities: - AI roleplays built from real calls, transcripts, playbooks, documents or a simple prompt, including multi-persona buying committees and video avatars - One scorecard for practice and live calls, aligned to MEDDIC, SPIN, BANT, Challenger or your own methodology - Call blitzes for high-volume SDR and outbound practice - Workflow training: reps practice the conversation and the CRM entry in the same session - AI Tutors that turn playbooks and SOPs into interactive training - Personalized micro-learning paths that target each rep's skill gaps - Manager dashboards for readiness, certification and coaching impact Outdoo AI fits your existing stack with 120+ integrations, SCORM and xAPI export to any LMS, and connections to CRM and conversation intelligence tools. It supports 120+ languages and enterprise security, including SOC 2, ISO 27001, ISO 27701, GDPR, HIPAA, SSO, and PII scrubbing. Trusted by 250+ enterprises worldwide, including Globe Life Insurance, Allstate Insurance, CMC, Invitation Homes, and Keller Williams. Outdoo AI ranked #1 for Best Results, Most Implementable, and Highest User Adoption in G2's Fall 2026 AI Sales Roleplay reports.

Average Rating: 4.6/5.0

Total Reviews: 170

How Do G2 Users Rate Outdoo AI?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.3/10 (Category avg: 8.7/10)
  • Employee Structure: 8.1/10 (Category avg: 8.6/10)
  • Dashboards: 8.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Outdoo AI?

  • Seller: Outdoo AI
  • Company Website:
  • Year Founded: 2022
  • HQ Location: San Francisco, US
  • Twitter: @OutdooAI
    68 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Outdoo AI?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Outdoo AI, finding it straightforward to implement and navigate effectively.
  • Users find Outdoo AI to be a helpful tool for mastering calls and improving sales pitches effectively.
  • Users value the recording feature of Outdoo AI, enabling efficient review and improvement of remote sales meetings.
  • Users value the detailed call summaries and records from Outdoo AI, enhancing focus during meetings and improving follow-ups.
  • Users value the AI-generated call summaries for their efficiency and clear insights on meeting discussions.
Cons
  • Users experience call issues with Outdoo AI, such as unfair grading and inconsistent call participation.
  • Users report accuracy issues with Outdoo AI's call ratings, leading to inconsistencies in call assessments.
  • Users experience AI inaccuracy, reporting discrepancies in call ratings and missed inputs during outbound interactions.
  • Users note a lack of customizable features in the dashboard and limited CRM integration capabilities with Outdoo AI.
  • Users experience occasional recording issues, including delayed analysis, inaccurate transcriptions, and lack of notification for recordings.

What Are Recent G2 Reviews of Outdoo AI?

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Zynwork

ElevateHQ is a sales commissions software built for growing sales teams. But we don’t just stop at automating sales commissions. ElevateHQ is designed to upgrade how companies use sales incentives to motivate their employees. We believe great results are only achieved when people are motivated - and our product is simply an extension of that philosophy. On a more day-to-day level, our product takes away the grunt-work behind manual sales incentive calculation and allows companies to experiment with spiffs - that work for every rep - and not just top performers.

Average Rating: 4.7/5.0

Total Reviews: 230

How Do G2 Users Rate Zynwork?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 9.4/10 (Category avg: 8.7/10)
  • Employee Structure: 9.4/10 (Category avg: 8.6/10)
  • Dashboards: 9.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Zynwork?

  • Seller: ElevateHQ
  • Year Founded: 2020
  • HQ Location: Gurugram, IN
  • Twitter: @elevate_so
    49 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Medical Representative
  • Top Industries: Education Management, Pharmaceuticals
  • Company Size: 52% Medium, 34% Large

What Do G2 Reviewers Say About Zynwork?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the time-saving features of Zynwork, enhancing efficiency and simplifying sales performance tracking.
  • Users value the time-saving capabilities of Zynwork, streamlining sales activities and improving overall efficiency.
  • Users value the time-saving AI-driven projections in ElevateHQ, making data visualization efficient and effective.
  • Users appreciate the ease of learning with ElevateHQ, which saves time and boosts productivity through AI-driven projections.
  • Users find the ease of use of ElevateHQ significantly enhances their productivity and saves valuable time.
Cons
  • Users find the initial setup complicated, leading to a frustrating start with Zynwork.
  • Users report that the initial setup of Zynwork is complicated, leading to challenges in the implementation process.
  • Users find the initial setup complicated, leading to challenges in getting started with Zynwork.

What Are Recent G2 Reviews of Zynwork?

What Are G2 Users Discussing About Zynwork?

SalesRabbit

SalesRabbit is the complete outside sales platform designed to help teams operate faster and smarter. We optimize every step of the sales process, from lead generation and area management to rep tracking and digital contracts. Beyond the core software, SalesRabbit offers powerful add-ons like a sales training library, geofenced marketing, and homeowner data. We partner directly with your organization to ensure you get the results you need.

Average Rating: 4.5/5.0

Total Reviews: 433

How Do G2 Users Rate SalesRabbit?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.5/10 (Category avg: 8.7/10)
  • Employee Structure: 8.4/10 (Category avg: 8.6/10)
  • Dashboards: 8.7/10 (Category avg: 8.9/10)

Who Is the Company Behind SalesRabbit?

  • Seller: SalesRabbit
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Lehi, Utah
  • Twitter: @sales_rabbit
    429 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    101 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Representative, Sales
  • Top Industries: Construction, Telecommunications
  • Company Size: 49% Small, 39% Medium

What Do G2 Reviewers Say About SalesRabbit?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SalesRabbit, highlighting its user-friendly interface and supportive setup process.
  • Users appreciate the unique user interface of SalesRabbit, praising its seamless integration and powerful features.
  • Users highlight the intuitive interface of SalesRabbit, making it easy to use and integrate with support.
  • Users commend the user-friendly integration and exceptional support of SalesRabbit, making daily tasks seamless and efficient.
  • Users appreciate the intuitive lead management features of SalesRabbit, enabling efficient tracking and organization for sales reps.
Cons
  • Users face software bugs with SalesRabbit, including glitches and slow performance, impacting the overall usability.
  • Users experience technical glitches and unreliability in SalesRabbit, making it frustrating and difficult to use effectively.
  • Users often experience bug issues with SalesRabbit, including crashes and slowdowns, particularly with large datasets.
  • Users experience frequent technical issues like slowness, bugs, and glitches, negatively impacting usability and reliability.
  • Users find the complexity of SalesRabbit challenging, especially regarding offline functionality and initial setup.

What Are Recent G2 Reviews of SalesRabbit?

What Are G2 Users Discussing About SalesRabbit?

LevelEleven

LevelEleven is the leading performance management platform for revenue teams. We help customer-facing teams focus on the daily behaviors that drive predictable results. With LevelEleven, organizations can: Align reps around the right leading indicators Drive accountability with real-time scorecards and dashboards Motivate performance through gamification and contests Enable managers to coach consistently using actionable data Reps know exactly what’s expected. Managers coach with clarity and consistency. Executives gain visibility into what’s driving revenue — and what isn’t. Stop managing outcomes. Start driving behaviors that create them.

Average Rating: 4.4/5.0

Total Reviews: 272

How Do G2 Users Rate LevelEleven?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.9/10 (Category avg: 8.7/10)
  • Employee Structure: 8.7/10 (Category avg: 8.6/10)
  • Dashboards: 8.9/10 (Category avg: 8.9/10)

Who Is the Company Behind LevelEleven?

  • Seller: Ascent Cloud
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Detroit, US
  • Twitter: @ascent_cloud
    59 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    77 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Manager, Sales Operations Specialist
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 55% Medium, 26% Large

What Are Recent G2 Reviews of LevelEleven?

What Are G2 Users Discussing About LevelEleven?

Fullcast

Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management, quotas, and capacity planning), Fullcast Perform (routing and policies), and Fullcast Pay (commissions) solutions. Fullcast empowers sales teams to sell more efficiently with AI-powered sales performance management. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. We seamlessly connect go-to-market planning activities with tactical sales execution, enabling your operations, sales, finance, marketing, and customer success teams to make continuous adjustments in response to real-time strategy changes. From territory management to commissions and performance tracking, we operate with speed, agility, and AI-powered automation.

Average Rating: 4.6/5.0

Total Reviews: 461

How Do G2 Users Rate Fullcast?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 7.7/10 (Category avg: 8.7/10)
  • Employee Structure: 7.4/10 (Category avg: 8.6/10)
  • Dashboards: 7.8/10 (Category avg: 8.9/10)

Who Is the Company Behind Fullcast?

  • Seller: Fullcast, Inc.
  • Company Website:
  • Year Founded: 2017
  • HQ Location: Salt Lake City, UT
  • LinkedIn® Page: www.linkedin.com
    377 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, Account Executive
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 61% Small, 31% Medium

What Do G2 Reviewers Say About Fullcast?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the data-driven insights from Fullcast, enabling proactive coaching with clear visibility into metrics.
  • Users value the data-driven insights of Fullcast, enhancing productivity and proactive coaching for sales managers.
  • Users love the ease of use of Fullcast, enjoying intuitive dashboards and seamless integrations for effective coaching.
  • Users commend the intuitive dashboard and actionable insights provided by Atrium, greatly enhancing team performance tracking.
  • Users find the intuitive AI in Fullcast essential for coaching and improving sales performance effortlessly.
Cons
  • Users note a learning curve with Fullcast, requiring time to navigate its extensive features effectively.
  • Users find data management issues with Fullcast due to delays and difficulties in associating activities with opportunities.
  • Users are frustrated with data inaccuracy in Fullcast, finding insights misleading and often unrelated to actual performance.
  • Users experience integration issues with real-time data, requiring direct access to CRM for daily updates.
  • Users express a need for more configuration options in Fullcast to enable detailed analysis and opportunity tracking.

What Are Recent G2 Reviews of Fullcast?

What Are G2 Users Discussing About Fullcast?

Prodoscore

Prodoscore™ is a workforce intelligence platform that gives organizations accurate, objective visibility into employee productivity and team performance. By analyzing daily activity data across the business applications employees already use, Prodoscore generates a single, comprehensive productivity score that reflects real work output rather than time spent online. The result is a dataset that helps leaders coach more effectively, allocate resources with confidence, and build a culture grounded in visibility and trust. Prodoscore is designed for businesses of all sizes, with particular value for HR leaders, operations executives, and front-line managers who need to understand workforce performance across distributed or hybrid teams. The platform is especially relevant for organizations that rely on remote workforce management and need reliable productivity analytics to inform staffing, performance reviews, and workforce planning. A core component of the Prodoscore platform is its integration ecosystem. Prodoscore connects with Google Workspace, Microsoft 365, CRM systems, UCaaS platforms, and other cloud-based business tools through secure, API-based data collection. For organizations with employees who work primarily on desktop applications or in offline environments, Desktop Connect extends that same productivity visibility to non-cloud workflows, capturing activity data from locally installed software and ensuring no part of the workforce is left out of the picture. This makes Prodoscore one of the few workforce analytics solutions capable of delivering complete coverage across both cloud and desktop environments. ProdoAI Chat adds a conversational intelligence layer to the platform, enabling managers and HR leaders to query workforce data in natural language. Rather than running manual reports or waiting on analyst support, leaders can ask direct questions about team performance, productivity trends, or individual coaching opportunities and receive immediate, AI-generated insights drawn from real-time data. This combination of automated scoring and conversational AI analytics positions Prodoscore as a forward-looking solution for organizations investing in AI-powered HR technology. Setup takes less than 15 minutes and requires no changes to how employees work. The platform is designed to be transparent and unobtrusive, with deployment that does not impact end users. Organizations can begin seeing meaningful workforce intelligence almost immediately after installation, making Prodoscore a practical option for businesses that want fast time-to-value without a complex implementation process. Prodoscore provides a measurable, employee-centric approach to workforce performance that prioritizes coaching over surveillance and clarity over assumption. For organizations looking to get more from their people analytics investment, it delivers the visibility, data integrity, and AI-driven insight needed to make better workforce decisions every day.

Average Rating: 4.6/5.0

Total Reviews: 68

How Do G2 Users Rate Prodoscore?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.8/10 (Category avg: 8.7/10)
  • Employee Structure: 9.7/10 (Category avg: 8.6/10)
  • Dashboards: 9.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Prodoscore?

  • Seller: Prodoscore
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Los Angeles, CA
  • Twitter: @Prodoscore
    304 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    31 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Telecommunications, Computer Software
  • Company Size: 47% Medium, 31% Small

What Do G2 Reviewers Say About Prodoscore?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Prodoscore, seamlessly monitoring team productivity and engagement in a user-friendly manner.
  • Users find Prodoscore's actionable data on productivity invaluable for managing and supporting remote teams effectively.
  • Users value the actionable insights from Prodoscore, aiding in enhancing productivity and managing remote teams effectively.
  • Users find Prodoscore's actionable data invaluable for improving productivity and engagement in remote work environments.
  • Users value the productivity improvement features of Prodoscore, enhancing efficiency and enabling better employee assessments.
Cons
  • Users feel the missing features in Prodoscore hinder reporting and org chart usability, limiting usability and insights.
  • Users feel that Prodoscore has insufficient data regarding website usage and org chart visibility, limiting their analytical capabilities.
  • Users note Prodoscore is lacking features for detailed reporting on individual website usage, limiting analysis capabilities.
  • Users struggle with difficult navigation in Prodoscore, finding the UI confusing and challenging for effective use.
  • Users feel Prodoscore has limited features, often requiring integration with other tools for comprehensive performance tracking.

What Are Recent G2 Reviews of Prodoscore?

What Are G2 Users Discussing About Prodoscore?

Workbooks

Workbooks is a cloud-based Customer Relationship Management (CRM) solution designed specifically for midmarket firms seeking to streamline their business processes and enhance customer engagement. This comprehensive platform integrates various aspects of business operations, allowing organizations to manage their sales, marketing, and customer service functions from a single interface. By combining advanced software capabilities with exceptional consultancy, implementation, and support services, Workbooks aims to deliver a seamless experience for its users. Targeted at midmarket companies, Workbooks addresses the unique challenges these organizations face, such as resource constraints and the need for scalable solutions. The platform is particularly beneficial for businesses looking to improve their customer relationships and operational efficiency without the complexities often associated with larger CRM systems. Workbooks is designed to cater to a diverse range of industries, making it a versatile choice for firms that require a tailored approach to CRM. One of the standout features of Workbooks is its co-funded implementation model, which significantly reduces the cost and risk associated with CRM projects. This approach not only makes the software more accessible but also ensures that businesses receive the necessary support during the setup process. By working closely with clients, Workbooks delivers a customized CRM solution that aligns with specific business needs, all while maintaining an off-the-shelf price point. This unique offering allows organizations to benefit from a tailored system without the financial burden typically associated with bespoke software development. In addition to its cost-effective implementation, Workbooks provides a range of key features that enhance its functionality. Users can expect robust tools for sales automation, marketing campaign management, customer service tracking, project and task management, and sales order processing. The platform also includes advanced reporting and analytics capabilities, enabling businesses to gain valuable insights into their operations and customer interactions. This data-driven approach empowers organizations to make informed decisions and optimize their strategies for better outcomes. The Workbooks platform is powered by AI agents which can be automated via workflows to boost productivity and help drive greater revenue growth. Overall, Workbooks stands out in the CRM landscape by offering a comprehensive solution that combines powerful software with dedicated support services. Its focus on midmarket firms, cost-effective implementation, and customizable features makes it an attractive option for businesses looking to enhance their customer relationship management efforts. By integrating various business functions into a single platform, Workbooks helps organizations improve efficiency, reduce operational risks, and ultimately drive growth.

Average Rating: 4.2/5.0

Total Reviews: 535

How Do G2 Users Rate Workbooks?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.0/10 (Category avg: 8.7/10)
  • Employee Structure: 7.6/10 (Category avg: 8.6/10)
  • Dashboards: 8.5/10 (Category avg: 8.9/10)

Who Is the Company Behind Workbooks?

  • Seller: Workbooks
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Reading, Berkshire
  • Twitter: @Workbooks
    2,702 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    65 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Managing Director, Director
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 61% Small, 33% Medium

What Do G2 Reviewers Say About Workbooks?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Workbooks enhances productivity with its intuitive interface and streamlined features.
  • Users value the customizable reporting and dashboards in Workbooks, enhancing performance monitoring and strategic decision-making.
  • Users commend the excellent customer support of Workbooks, highlighting its responsive and knowledgeable team.
  • Users appreciate the customization capabilities of Workbooks, enabling tailored dashboards and comprehensive reports for effective decision-making.
  • Users praise the extensive customization options of Workbooks, enhancing reporting and data management for improved decision-making.
Cons
  • Users find the learning curve steep, with challenges in setup and data input complicating the user experience.
  • Users experience occasional slowness in data loading and limited functionality, especially for larger organizations needing advanced features.
  • Users find limited features in Workbooks, especially as company needs grow, making it less suitable for larger clients.
  • Users find complex features of Workbooks can be clunky and require external assistance for effective use.
  • Users find limited customization options frustrating, feeling it complicates setup and hinders future changes.

What Are Recent G2 Reviews of Workbooks?

What Are G2 Users Discussing About Workbooks?

InsideSales

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

Average Rating: 4.5/5.0

Total Reviews: 613

How Do G2 Users Rate InsideSales?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 9.2/10 (Category avg: 8.7/10)
  • Employee Structure: 9.1/10 (Category avg: 8.6/10)
  • Dashboards: 8.8/10 (Category avg: 8.9/10)

Who Is the Company Behind InsideSales?

  • Seller: InsideSales
  • Year Founded: 2012
  • HQ Location: Austin, TX
  • Twitter: @InsideSales_PB
    19,854 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    24 employees on LinkedIn®
  • Phone: (866) 549-0301

Who Uses This Product?

  • Who Uses This: Business Development Representative, Sales Development Representative
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 48% Large, 36% Medium

What Are Recent G2 Reviews of InsideSales?

What Are G2 Users Discussing About InsideSales?

SetSail

SetSail is the AI analyst for revenue teams. Built on your sales data and tuned to your sales process, SetSail delivers timely, actionable insights that help go-to-market teams sell smarter.

Average Rating: 4.6/5.0

Total Reviews: 126

How Do G2 Users Rate SetSail?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 9.2/10 (Category avg: 8.7/10)
  • Employee Structure: 9.3/10 (Category avg: 8.6/10)
  • Dashboards: 9.0/10 (Category avg: 8.9/10)

Who Is the Company Behind SetSail?

  • Seller: SetSail
  • Year Founded: 2018
  • HQ Location: San Mateo, CA
  • Twitter: @setsail
    212 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Development Representative, Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 43% Medium, 39% Large

What Do G2 Reviewers Say About SetSail?

AI-generated summary from verified user reviews

Pros
  • Users find SetSail makes daily activity tracking effortless, while the leaderboard motivates team competition and effort.
  • Users find SetSail to be extremely easy to use, making daily activity tracking enjoyable and motivating.
  • Users find efficiency in tracking daily activity with SetSail, motivated by a competitive leaderboard for team engagement.
  • Users find activity tracking effortless with SetSail, and the leaderboard motivates teams to excel.
  • Users find that motivation from the leaderboard enhances daily productivity and encourages friendly competition among teammates.

What Are Recent G2 Reviews of SetSail?

What Are G2 Users Discussing About SetSail?

Uhubs

Uhubs saves revenue leaders time and ramps teams faster by using data to intelligently develop people into consistent high performers. We specialise in helping organisations that want to accelerate growth but have limited enablement or training resources. With Uhubs you can: - Hire better with science-backed benchmarks - Ramp faster through dynamic, automated onboarding journeys - Develop and optimise your existing teams with targeted skills insights For onboarding, say goodbye to tedious spreadsheets and static documents. Uhubs Pathways turn your plans into engaging, automated journeys. Best-in-class templates save managers time while ensuring every team member is developed consistently to their potential. With Pulse, you can establish a skills baseline, uncover blindspots, and reveal growth opportunities by combining CRM data with manager and team input. Don’t waste thousands on one-size-fits-all training or costly consulting. Drive excellence with Uhubs’ Managed Enablement Services, extending your team’s capabilities and delivering measurable improvements in skills and performance. Together, these tools make Uhubs the go-to platform for leaders across industries and from technology and software to life sciences, consulting, financial services and beyond; who want to grow faster, retain top talent and hit more targets with confidence.

Average Rating: 4.4/5.0

Total Reviews: 75

How Do G2 Users Rate Uhubs?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 7.9/10 (Category avg: 8.7/10)
  • Employee Structure: 8.8/10 (Category avg: 8.6/10)
  • Dashboards: 8.5/10 (Category avg: 8.9/10)

Who Is the Company Behind Uhubs?

  • Seller: Uhubs
  • Year Founded: 2019
  • HQ Location: London, GB
  • Twitter: @uhubsuk
    95 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    38 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 75% Medium, 17% Small

What Do G2 Reviewers Say About Uhubs?

AI-generated summary from verified user reviews

Pros
  • Users find Uhubs incredibly easy to use, making navigation and training organization simple and effective.
  • Users find Uhubs to be helpful, providing intuitive guidance and regular feedback to enhance their learning experience.
  • Users find the intuitive interface of Uhubs makes navigation easy and the learning process efficient.
  • Users find Uhubs to be a great platform for easy employee development, enhancing skills and tracking progress effectively.
  • Users love the engaging content and interactive format of Uhubs, making learning practical and enjoyable.
Cons
  • Users note a steep learning curve with Uhubs, finding it less effective for beginners and time-sensitive learners.
  • Users find the missing features in Uhubs limit personalization, learning formats, and flexibility in training programs.
  • Users find the difficult navigation of Uhubs challenging initially, requiring time to become familiar with the interface.
  • Users find Uhubs not intuitive for navigation, often feeling overwhelmed by details and needing time to learn the layout.
  • Users find Uhubs to be somewhat buggy, but acknowledge this is typical for its current development stage.

What Are Recent G2 Reviews of Uhubs?

Salesmate

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

Average Rating: 4.7/5.0

Total Reviews: 119

How Do G2 Users Rate Salesmate?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.7/10 (Category avg: 8.7/10)
  • Employee Structure: 8.3/10 (Category avg: 8.6/10)
  • Dashboards: 8.7/10 (Category avg: 8.9/10)

Who Is the Company Behind Salesmate?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Salesmate?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Salesmate?

What Are G2 Users Discussing About Salesmate?

Sales Cookie

Sales Cookie is an easy to use, cloud-based solution to manage all aspects of your commission program - from participant enrollment to incentive plan design and personal dashboards. Sales Cookie provide capabilities found in enterprise solutions with an SMB-friendly cost and user experience. From incentive plan design to multi-currency support or user enrollment, you'll find all the features and flexibility you need.

Average Rating: 4.9/5.0

Total Reviews: 67

How Do G2 Users Rate Sales Cookie?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 9.4/10 (Category avg: 8.7/10)
  • Employee Structure: 9.9/10 (Category avg: 8.6/10)
  • Dashboards: 9.8/10 (Category avg: 8.9/10)

Who Is the Company Behind Sales Cookie?

Who Uses This Product?

  • Top Industries: Computer Software, Medical Devices
  • Company Size: 74% Small, 23% Medium

What Do G2 Reviewers Say About Sales Cookie?

AI-generated summary from verified user reviews

Pros
  • Users highly praise the exceptional customer support at SalesCookie, noting prompt responses and helpful assistance from the team.
  • Users commend the ease of use of SalesCookie, finding it adaptable and efficient for managing commission plans.
  • Users commend the responsiveness and cost efficiency of SalesCookie, making commission management seamless and effective.
  • Users find Sales Cookie’s compensation management capabilities seamless and efficient, enhancing accuracy and saving valuable time.
  • Users commend the implementation ease of Sales Cookie, citing smooth setup and excellent customer support throughout the process.
Cons
  • Users experience a small learning curve with Sales Cookie, needing time to understand details effectively.
  • Users find the implementation challenges of Sales Cookie require effort, although support staff is responsive and helpful.
  • Users find the poor customer support frustrating due to the lack of 24/7 assistance and slow email responses.
  • Users find the setup process somewhat involved, but appreciate the excellent support team to assist with it.
  • Users report time-consuming processes in Sales Cookie, though they appreciate the eventual positive outcomes.

What Are Recent G2 Reviews of Sales Cookie?

What Are G2 Users Discussing About Sales Cookie?

goodmeetings

Goodmeetings is an AI-powered Meeting Insights & Automation Platform that transforms customer-facing revenue teams into productive high-performance units. Sales and customer success teams can focus solely on customers during meetings, while the Goodmeetings AI meeting wizard handles the rest. Goodmeetings records, transcribes and generate AI-powered Human-level notes, action items which are pushed into Email, Slack and CRM. With Goodmeetings, revenue and product teams can easily search for specific recordings, browse through summaries, topic mentions, behaviours & sentiment, and scan AI-picked video reel of Moments that matter. Teams can review hours of meetings in minutes, and collaborate by sharing coachable moments and customer feedback with the team and assigning actions. Sales and Customer Succes Leaders get full and crisp visibility on customer conversations and can save deals/accounts at risk proactively by reviewing summaries and Moments that Matter. Leaders can now coach their team on the right actions and behaviors armed with meeting insights and develop winning playbooks. G2 Users have rated Goodmeetings as one of the Top 50 Sales Software for 2023. In addition, Goodmeeings also features as a - High Perfomer: - Momentum Leader For more information, visit https://goodmeetings.ai

Average Rating: 4.7/5.0

Total Reviews: 70

How Do G2 Users Rate goodmeetings?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 9.4/10 (Category avg: 8.7/10)
  • Employee Structure: 9.5/10 (Category avg: 8.6/10)
  • Dashboards: 9.0/10 (Category avg: 8.9/10)

Who Is the Company Behind goodmeetings?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 68% Small, 28% Medium

What Do G2 Reviewers Say About goodmeetings?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of goodmeetings, finding it simple to capture and analyze meeting data.
  • Users value the seamless team collaboration in Goodmeetings, enhancing communication and improving meeting productivity across multiple teams.
  • Users appreciate the convenience of Goodmeetings, enjoying easy access to recorded meetings and timely follow-ups.
  • Users value the navigation ease of Goodmeetings, finding it simple to review and engage with meeting content.
  • Users value the reliability of goodmeetings, praising its stability and hassle-free meeting experience.
Cons
  • Users desire more integrations with CRMs, looking for enhanced flexibility and functionality in the future.
  • Users find the limited features of goodmeetings restrictive, especially for real-time functionalities and multiple workspaces.
  • Users note missing features, such as integration options and personal meeting IDs, which hinder overall usability.
  • Users note that the user interface needs improvement, affecting usability and overall meeting experience.
  • Users report integration issues with goodmeetings, hindering seamless functionality with CRM and internal tools.

What Are Recent G2 Reviews of goodmeetings?

What Are G2 Users Discussing About goodmeetings?

Julie Jung
JJ
Researched and written by Julie Jung
Updated