Best Sales Performance Management Software for Small Business - Page 3

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: HubSpot Sales Hub, Pipedrive, monday CRM, Salesforce Sales Cloud, Bigin by Zoho CRM, Oracle Sales Performance Management, Zoho CRM, and QuotaPath.

Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-performance-management/grids.json?focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=oracle-sales-performance-management&focus%5B%5D=zoho-crm&focus%5B%5D=quotapath&segment=small-business)

Backstory

Backstory (formerly People.ai) is the Revenue Answers Platform for GTM leaders. Revenue leaders ask the same questions every day: Is this deal real? Where's my risk? What do I focus on next? Backstory gives you straight answers - grounded in 100% of actual revenue activity, not CRM guesses. With more than a decade of training AI models on billions of sales interactions, Backstory connects every signal to the right accounts and opportunities and delivers answers where you already work - whether that's your CRM, Claude, Copilot, or other AI tools you already use. With Backstory, you can: - Know which deals are real and which are at risk, without waiting for rep updates - Get forecast answers you can defend, backed by actual activity data - Ask revenue questions directly in the AI tools your team already uses - See exactly what's happening across your pipeline and what to do next Sales leaders from Red Hat, Palo Alto Networks, Iron Mountain, TransUnion, Five9, and Randstad rely on Backstory to drive trillions in pipeline and revenue. Recognized by Gartner and Forrester, the Inc. 5000, Y Combinator Top Companies, and Forbes AI 50. Based in San Francisco and backed by ICONIQ Capital, Andreessen Horowitz, and Lightspeed Venture Partners.

Average Rating: 4.5/5.0

Total Reviews: 607

How Do G2 Users Rate Backstory?

  • Has the product been a good partner in doing business?: 9.4/10 (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: 9.0/10 (Category avg: 8.9/10)

Who Is the Company Behind Backstory?

  • Seller: Backstory
  • Company Website:
  • Year Founded: 2016
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    99 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 56% Large, 39% Medium

What Do G2 Reviewers Say About Backstory?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the insightful data provided by People.ai, which significantly enhances sales management and decision-making.
  • Users commend the seamless CRM integration of People.ai, enhancing visibility and decision-making across sales activities.
  • Users praise the responsive customer support of People.ai, ensuring seamless integration and outstanding assistance throughout implementation.
  • Users value the customization options in People.ai, enhancing alignment and fostering collaborative integration with existing systems.
  • Users find People.ai easy to use with seamless integration and intuitive features that enhance their sales management experience.

What Are Recent G2 Reviews of Backstory?

What Are G2 Users Discussing About Backstory?

Revenue.io

Revenue.io powers high-performing revenue teams with real-time guidance, sales automation, and AI agents. As the #1 Salesforce-native revenue orchestration platform, Revenue.io helps reps accelerate pipeline, improve forecasts, coach smarter, and save hours every week, with tools trusted by companies like HPE, Square, and United Rentals.

Average Rating: 4.7/5.0

Total Reviews: 571

How Do G2 Users Rate Revenue.io?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 9.6/10 (Category avg: 8.7/10)
  • Employee Structure: 9.6/10 (Category avg: 8.6/10)
  • Dashboards: 9.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Revenue.io?

  • Seller: Revenue.io
  • Year Founded: 2012
  • HQ Location: Los Angeles, CA
  • Twitter: @revenue_io
    4,277 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    107 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Service Representative, Account Executive
  • Top Industries: Computer Software, Financial Services
  • Company Size: 58% Medium, 22% Small

What Do G2 Reviewers Say About Revenue.io?

AI-generated summary from verified user reviews

Pros
  • Users praise the responsive and friendly customer support of Revenue.io, ensuring issues are resolved quickly and efficiently.
  • Users love the ease of use of Revenue.io, benefiting from seamless integration and intuitive features for better organization.
  • Users appreciate the exceptional support from Revenue.io, highlighting quick, friendly responses that ensure seamless implementation.
  • Users appreciate the easy setup of Revenue.io, backed by exceptional support during the implementation process.
  • Users appreciate the seamless Salesforce integration of Revenue.io, enhancing their workflow and minimizing disruptions during tasks.
Cons
  • Users report call issues like headset disconnections and difficulties locating call history, affecting their experience with Revenue.io.
  • Users suggest enhancements needed for Revenue.io, including more advanced features and improved support communication options.
  • Users find the limited features of Revenue.io, especially in mobile and integrations, to be a drawback.
  • Users experience connection issues with Revenue.io, including dropped calls and unreliable mobile functionality.
  • Users face dialer issues that hinder troubleshooting and tracking of recent calls, impacting workflow efficiency.

What Are Recent G2 Reviews of Revenue.io?

What Are G2 Users Discussing About Revenue.io?

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: 591

How Do G2 Users Rate Revenue Grid?

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

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?

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Geo Rep

Geo Rep is an all-in-one field sales management solution that is suitable for multiple industries and any company that has sales, promotional, merchandising or field service teams in the field and a product or service being sold. We are the link between the office and the field. Geo Rep enables field staff with clear planning, optimized direction, tasks, critical insights, easy ways to do admin and improved sales process. The work that field staff does is available both live and by automated aggregated reporting for management which allows for fast, information based decision making as well as coaching opportunities. The result is better execution, decisions, customer service and engagement > Smash Sales Targets!

Average Rating: 4.9/5.0

Total Reviews: 56

How Do G2 Users Rate Geo Rep?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 9.9/10 (Category avg: 8.7/10)
  • Employee Structure: 9.8/10 (Category avg: 8.6/10)
  • Dashboards: 9.8/10 (Category avg: 8.9/10)

Who Is the Company Behind Geo Rep?

  • Seller: Geo Rep
  • Year Founded: 2016
  • HQ Location: Century City, Cape Town, Western Cape
  • Twitter: @officialgeorep
    654 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Managing Director
  • Top Industries: Retail, Food & Beverages
  • Company Size: 52% Small, 38% Medium

What Are Recent G2 Reviews of Geo Rep?

What Are G2 Users Discussing About Geo Rep?

Ambition

Ambition is a comprehensive sales coaching and performance platform designed to empower frontline sales managers within enterprise organizations. This innovative solution focuses on enhancing the effectiveness of sales teams by leveraging data-driven coaching, streamlined workflows, and AI-powered insights. By prioritizing the role of the frontline sales manager, Ambition aims to drive consistent revenue growth and improve overall sales performance. Targeting enterprise-level organizations across various high-growth industries, including cybersecurity, SaaS, and telecom, Ambition addresses the unique challenges faced by sales teams in these environments. The platform is particularly beneficial for organizations looking to close performance gaps and elevate mid-level performers through impactful coaching conversations. By automating time-consuming preparatory tasks, Ambition allows managers to dedicate more time to coaching and mentoring their teams, transforming routine one-on-one meetings into meaningful opportunities for development. Ambition's key features include coaching orchestration tools that facilitate effective weekly one-on-ones, agenda management, and integrated pipeline snapshots. These capabilities enable sales managers to conduct thorough check-ins and follow-up action items seamlessly. Additionally, the platform supports managed programs with company-wide templates and workflows, streamlining onboarding processes for new sales representatives and managers. This structured approach not only shortens ramp-up time but also accelerates quota attainment and enhances productivity across the team. Another significant aspect of Ambition is its pipeline intelligence feature, which provides valuable insights through AI-generated summaries and documented reviews. This functionality ensures that all pipeline activities are easily accessible for team evaluations, fostering a collaborative environment. Furthermore, Ambition incorporates sales motivation and gamification elements, such as automated competitions, leaderboards, and accolades, to drive accountability and motivation among team members. By utilizing these features, organizations can create a high-performance culture that encourages continuous improvement and recognizes individual contributions. Ambition stands out in its category by delivering measurable business outcomes, such as increased sales activity and success metrics, reduced manual preparation time, and improved employee retention rates. The platform integrates seamlessly with existing sales technology stacks, including Salesforce and Gong, ensuring a smooth implementation process. By positioning itself as a strategic partner in building a culture of sales excellence, Ambition empowers organizations to maximize the impact of frontline managers, ultimately driving sustainable revenue growth and continuous performance enhancement.

Average Rating: 4.6/5.0

Total Reviews: 575

How Do G2 Users Rate Ambition?

  • Has the product been a good partner in doing business?: 9.4/10 (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: 9.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Ambition?

  • Seller: Ambition
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Chattanooga, Tennesse
  • Twitter: @AmbitionSales
    2,574 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    68 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: 56% Medium, 27% Large

What Do G2 Reviewers Say About Ambition?

AI-generated summary from verified user reviews

Pros
  • Users find Ambition to be simple and user-friendly, facilitating navigation and real-time tracking of performance metrics.
  • Users find Ambition simple and user-friendly, enhancing navigation and providing tailored suggestions for improved performance.
  • Users praise Ambition for its real-time visibility into sales performance, enhancing motivation and goal alignment effectively.
  • Users value the efficiency of Ambition in streamlining workflows and tracking performance effortlessly, enhancing productivity.
  • Users love the real-time tracking and motivating dashboards of Ambition, which enhance focus and competition in sales.
Cons
  • Users express the need for missing features and modern updates to enhance Ambition's overall functionality and user experience.
  • Users are disappointed by the limited functionality of Ambition, affecting data accuracy and overall user experience.
  • Users face data management issues with Ambition, particularly in data populating and metric accuracy impacting performance insights.
  • Users find the difficult navigation in Ambition frustrating, impacting their ability to create challenges and set goals efficiently.
  • Users find that information overload can make it challenging to fully grasp Ambition's tools and features efficiently.

What Are Recent G2 Reviews of Ambition?

What Are G2 Users Discussing About Ambition?

Allego

Allego is the market-leading revenue enablement platform teams trust and love. Across the customer lifecycle, Allego helps revenue teams close deals, hit their number, and stay aligned through change by making the next best action clear. Learning, content, coaching, digital selling, and secure, practical AI come together in one natively built platform. Guidance appears directly in everyday workflows so reps know what to say, share, and do when it matters most. Organizations that switch to Allego reduce complexity and lower total software costs by consolidating multiple point solutions into one unified system. Allego Learning: Allego embeds learning into the flow of work so skills show up in real opportunities. AI Role Play lets sellers practice their pitch before the live customer call, backed by deal-specific scenarios and instant feedback. Built-in Conversation Intelligence captures buyer interactions, surfaces risks and opportunities, and connects coaching directly to deal performance. Allego Modern Content: Allego makes content easy to manage, personalize, and activate in selling moments. Centrally governed assets are surfaced through AI-powered search and CRM context so reps can quickly find and share what works. Deep analytics tie engagement to pipeline and revenue outcomes, giving marketing and enablement leaders clear proof of impact. Allego Digital Rooms: Allego Digital Rooms create secure, personalized buyer spaces that streamline engagement across the selling process. Reps and buyers collaborate in branded environments that centralize content, communication, and next steps. AI highlights engagement signals and recommends follow-up actions so opportunities maintain momentum and close faster. Allego takes a human-first approach to AI. Secure, practical AI is embedded across workflows to surface next best actions, highlight deal risks, reinforce messaging, and accelerate follow-up. All AI capabilities are grounded in approved content and governed with enterprise controls. Organizations using Allego report measurable impact, including up to 50% shorter sales cycles, 45% higher win rates, and significant reductions in enablement software spend. Allego is recognized as a Leader in the Gartner Magic Quadrant for Revenue Enablement Platforms and ranked #1 on G2 for Ease of Use and Customer Satisfaction. Learn more at www.allego.com

Average Rating: 4.6/5.0

Total Reviews: 707

How Do G2 Users Rate Allego?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.8/10 (Category avg: 8.7/10)
  • Employee Structure: 8.6/10 (Category avg: 8.6/10)
  • Dashboards: 8.9/10 (Category avg: 8.9/10)

Who Is the Company Behind Allego?

  • Seller: Allego
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Waltham, Massachusetts
  • Twitter: @allegosoftware
    1,043 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    215 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Sales Enablement Manager
  • Top Industries: Financial Services, Computer Software
  • Company Size: 44% Medium, 39% Large

What Do G2 Reviewers Say About Allego?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Allego, facilitating smooth navigation and effective self-practice in training.
  • Users appreciate the supportive guidance from Allego’s team, enhancing comfort and ease of using the platform.
  • Users praise Allego for its excellent customer support that enhances the overall user experience and ease of learning.
  • Users value the intuitive interface of Allego, finding it easy to navigate and engage with content.
  • Users highlight Allego's significant time-saving capabilities, enabling faster insights and efficient training across teams.
Cons
  • Users find the learning curve steep, with a frustrating interface that complicates customizing and editing tasks.
  • Users feel the missing features in Allego limit functionality, such as editing and detailed download permissions.
  • Users find Allego not intuitive, struggling with navigation and logical categorization of resources available.
  • Users find Allego suffers from poor organization, experiencing gaps in content management and outdated information.
  • Users find Allego not user-friendly, as navigating and setting up the platform can be quite challenging and frustrating.

What Are Recent G2 Reviews of Allego?

What Are G2 Users Discussing About Allego?

Goals.com

Goals.com is a simple, easy solution for sales performance management, field service management and managing team production. Built upon the premise that busy sales leaders and busy sales teams need a quick, accurate picture of the essential metrics and tools to help drive more sales, Goals.com provides intuitive software that integrates the key information to make the sales process more efficient for any team in both B2B and B2C focused industries. From the dynamic user dashboard which highlights individual progress over the course of a month, quarter and year for sales representatives to sweeping highlights of the entire team for sales leaders and managers, Goals.com provides the essentials for any business to thrive without the clutter and confusion of other platforms. Additional features include sales contest generation, highlights and a customer success team dedicated to being a partner and guide for your account for its entire life. Goals.com has everything a small, medium or large business needs to analyze performance, promote development and ultimately drive more sales.

Average Rating: 4.9/5.0

Total Reviews: 26

How Do G2 Users Rate Goals.com?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 7.1/10 (Category avg: 8.7/10)
  • Employee Structure: 5.0/10 (Category avg: 8.6/10)
  • Dashboards: 9.9/10 (Category avg: 8.9/10)

Who Is the Company Behind Goals.com?

  • Seller: Goals.com
  • Year Founded: 2023
  • HQ Location: Minneapolis, MN
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Consumer Services
  • Company Size: 100% Small

What Do G2 Reviewers Say About Goals.com?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the easy adoption of Goals.com, making transitions smooth and efficient for new team members.
  • Users find Goals.com to be easy to learn, allowing seamless adaptation to new roles and systems.
  • Users find the ease of use of Goals.com makes it simple to adapt and integrate into their workflow.
  • Users value the easy access of Goals.com, making onboarding and adaptation to the platform seamless and efficient.
Cons
  • Users experience redundancy in notifications, finding emails unnecessary when the portal is already open for information access.
  • Users experience redundancy in email notifications, finding them unnecessary when the portal is readily accessible.

What Are Recent G2 Reviews of Goals.com?

Pipeline CRM

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

Average Rating: 4.3/5.0

Total Reviews: 912

How Do G2 Users Rate Pipeline CRM?

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

Who Is the Company Behind Pipeline CRM?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Pipeline CRM?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Pipeline CRM?

What Are G2 Users Discussing About Pipeline CRM?

Membrain

Membrain is a specialized sales platform tailored for B2B teams engaged in complex, consultative selling. Unlike traditional Customer Relationship Management (CRM) systems that primarily focus on storing historical data, Membrain emphasizes driving actionable outcomes by integrating your sales methodology, qualification processes, and playbooks directly into the daily workflows of sales representatives. This ensures that every team member can replicate the strategies of your top performers consistently across all deals. The platform is particularly beneficial for organizations that navigate intricate sales cycles involving multiple stakeholders and high-value transactions. Membrain's design caters to sales teams that require a structured approach to manage their processes effectively. By embedding your unique sales methodology into the workflow, Membrain helps ensure that every representative is aligned with the best practices of your organization, thus enhancing overall performance and consistency in execution. One of the standout features of Membrain is its Insight Engine, which leverages advanced AI capabilities, including integration with Claude and ChatGPT. Unlike generic AI tools that generate content without contextual understanding, Membrain's AI is grounded in your specific sales processes, ideal customer profiles (ICP), and historical data tied to each deal. This contextual awareness allows for more relevant insights and recommendations, empowering sales teams to make informed decisions based on their actual wins and losses rather than generic advice. Why sales leaders choose Membrain - Consistent execution: your process, embedded in every rep's workflow, every deal - Forecasts you can trust: built on milestone progress, not gut feel - Coaching that sticks: reinforced in the flow of work, not saved for the next QBR - AI that knows your business: Insight Engine + MCP ground Claude and ChatGPT in how you sell - CRM included: no separate system of record to manage - Built for complex B2B sales: long cycles, multiple stakeholders, high-value deals It's time to put HOW YOU SELL at the core of your business.

Average Rating: 4.6/5.0

Total Reviews: 214

How Do G2 Users Rate Membrain?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.1/10 (Category avg: 8.7/10)
  • Employee Structure: 8.7/10 (Category avg: 8.6/10)
  • Dashboards: 9.0/10 (Category avg: 8.9/10)

Who Is the Company Behind Membrain?

  • Seller: Membrain
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Stockholm, Sweden
  • Twitter: @membrain_com
    1,990 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Sales Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 60% Small, 34% Medium

What Do G2 Reviewers Say About Membrain?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Membrain, enabling seamless navigation and efficient tracking of sales progress.
  • Users value the customization options in Membrain, enhancing usability and satisfaction across various industries.
  • Users value the hands-on support from Membrain, appreciating their commitment to helping with software adoption and success.
  • Users appreciate the prompt and helpful customer support from Membrain, enhancing their overall experience and satisfaction.
  • Users value the customizability of Membrain, enabling tailored workflows and efficient organization for diverse needs.
Cons
  • Users note the missing features like robust analytics and direct integrations, impacting overall efficiency and usability.
  • Users find the learning curve steep, especially with complex dashboard setups and integrations making onboarding challenging.
  • Users find the incomplete information challenging, making it difficult to locate essential features and resources effectively.
  • Users find the limited features of Membrain hinder functionality, especially in reporting and prospecting tools.
  • Users experience dashboard issues with limited customization options and difficulties in exporting historical data effectively.

What Are Recent G2 Reviews of Membrain?

What Are G2 Users Discussing About Membrain?

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?

Coevera

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

Average Rating: 4.6/5.0

Total Reviews: 448

How Do G2 Users Rate Coevera?

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

Who Is the Company Behind Coevera?

Who Uses This Product?

  • Who Uses This: Business Development Manager, Director
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 70% Small, 23% Medium

What Do G2 Reviewers Say About Coevera?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Coevera?

What Are G2 Users Discussing About Coevera?

Vanillasoft

Vanillasoft is the only sales engagement software that has *built in* lead management and auto dialling. Its the best for fast-moving revenue teams. Most sales engagement tools orchestrate and automate communication channels, standardize workflows, cadences, and scripts, and provide reporting and analytics. But, most sales engagement software rely on external CRMs to manage lists, and external dialers to launch calls. Vanillasoft's sales engagement software has an embedded, native auto dialer. We evaluate rank and serve the next best lead in real time, as an industry-leading lead management tool. Plus, Vanillasoft optimizes agent outreach deliverability, making sure that every call, SMS and email reach their destination. The primary audience for Vanillasoft are organizations with fast-moving revenue teams that rely on quick and effective communication with leads. The platform is tailored for teams that prioritize responsiveness and efficiency, making it an ideal choice for industries such as real estate, insurance, and financial services. With its focus on optimizing lead engagement, VanillaSoft serves as a critical tool for fast-moving revenue teams aiming to enhance their performance and streamline their processes. Fast moving revenue teams love Vanillasoft's: - Material, dramatic increases in agent activity - often 500% increase - Increases in agent productivity - up to 94% - Increases in agent actions per hour - 3x - 35% increase in call connections G2 Sales Engagement users say it clearly- we help teams move faster by being 1. The Easiest To Do Business with 2. The Best User Adoption 3. The Easiest To Use Vanillasoft users get going faster, get agents working sooner, and ramping to be productive faster. Vanillasoft ensures that communication is timely and effective. The platform's lead management and sales automation manages the sequence of calls, emails, and texts, ensuring that messages are sent in the optimal order and with the appropriate content. This capability not only improves the likelihood of successful contact but also helps agents avoid common pitfalls such as spam filters and blocked calls. By streamlining communication, Vanillasoft enhances the overall effectiveness of sales efforts, allowing teams to reach their leads more consistently. Overall, Vanillasoft's comprehensive system is built on the principles of effectiveness and efficiency, equipping sales teams with the tools they need to succeed in a competitive landscape. By prioritizing leads, simplifying agent activities, and optimizing communication, Vanillasoft stands out as a valuable solution for organizations looking to enhance their sales processes and achieve better results.

Average Rating: 4.4/5.0

Total Reviews: 723

How Do G2 Users Rate Vanillasoft?

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

Who Is the Company Behind Vanillasoft?

  • Seller: Vanillasoft
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Austin, TX
  • Twitter: @VanillaSoft
    26,123 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    94 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Insurance Agent, Account Executive
  • Top Industries: Insurance, Marketing and Advertising
  • Company Size: 58% Small, 31% Medium

What Do G2 Reviewers Say About Vanillasoft?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Vanillasoft, finding setup simple and call management intuitive.
  • Users appreciate the intuitive design of VanillaSoft, making navigation and training seamless and efficient.
  • Users value the ease of use in VanillaSoft, finding the interface straightforward and intuitive.
  • Users value the time-saving features of Vanillasoft, enhancing productivity and efficiency in their daily tasks.
  • Users appreciate the efficient lead generation of Vanillasoft, benefiting from streamlined access and comprehensive lead details.
Cons
  • Users are frustrated with the slow loading times, which hinder lead progression and impact overall efficiency.
  • Users find the call issues with Vanillasoft, particularly mobile dialing, to be a significant limitation.
  • Users experience slow performance with occasional lag and delays between dials, impacting their overall experience with Vanillasoft.
  • Users express frustration with missing features, wishing for more flexibility and specific reporting options in VanillaSoft.
  • Users experience connectivity issues with VanillaSoft, leading to dropped calls and unprofessionalism during important conversations.

What Are Recent G2 Reviews of Vanillasoft?

What Are G2 Users Discussing About Vanillasoft?

Copper

Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources.

Average Rating: 4.5/5.0

Total Reviews: 1,126

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How Do G2 Users Rate Copper?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.0/10 (Category avg: 8.7/10)
  • Dashboards: 8.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Copper?

  • Seller: Copper
  • Company Website:
  • Year Founded: 2012
  • HQ Location: San Francisco, CA
  • Twitter: @CopperInc
    2,379 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    313 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 79% Small, 18% Medium

What Do G2 Reviewers Say About Copper?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Copper, thanks to its seamless integration with Google Workspace and tools.
  • Users appreciate the seamless integration with Gmail, enhancing productivity without leaving the inbox.
  • Users appreciate the seamless integration with Google Workspace, enhancing contact management and making operations effortless.
  • Users value the seamless integration with Google Workspace, enhancing efficiency in contact and pipeline management.
  • Users value the seamless integration of Copper with Google Workspace, enhancing contact management and reducing manual effort significantly.
Cons
  • Users find Copper's limited features restricts customization and scalability, especially for larger teams and complex requirements.
  • Users find Copper to be expensive, with pricing for additional features feeling higher than expected.
  • Users express concern over missing advanced features like workflow automation and inadequate customer support, hindering productivity.
  • Users find integration issues with Copper cumbersome, leading to time-consuming manual tasks for managing documents and communications.
  • Users note the limited customization options in Copper, which may not meet the needs of larger organizations.

What Are Recent G2 Reviews of Copper?

What Are G2 Users Discussing About Copper?

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?

Salesflare

Salesflare is a B2B sales CRM for small and medium-sized businesses that keeps itself up to date automatically. It captures contacts, companies, emails, meetings and relationship data, so sales teams spend less time maintaining their CRM and more time following up with customers. Connect Gmail, Outlook and your calendar, and Salesflare automatically builds complete customer timelines from your team’s interactions. It enriches contact and company records, suggests who and what to follow up on, and keeps your sales pipeline organized without requiring constant manual data entry. Because Salesflare captures customer and relationship data automatically, its AI can work from richer and more up-to-date context. It can help write emails, summarize customer timelines, suggest follow-ups and prepare for meetings. Salesflare also includes visual sales pipelines, automated reminders, email and website tracking, email sequences, lead scoring, relationship intelligence, customizable dashboards, mobile apps, and integrations with the tools sales teams already use. Salesflare is especially suited to relationship-driven B2B sales teams such as agencies, consultancies, software companies and other small and medium-sized businesses that want powerful sales follow-up without the usual CRM administration. Salesflare integrates with Gmail, Outlook, LinkedIn, Zapier, Make and thousands of other business tools. A free trial of up to 30 days is available.

Average Rating: 4.8/5.0

Total Reviews: 296

How Do G2 Users Rate Salesflare?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 9.0/10 (Category avg: 8.7/10)
  • Employee Structure: 9.1/10 (Category avg: 8.6/10)
  • Dashboards: 9.0/10 (Category avg: 8.9/10)

Who Is the Company Behind Salesflare?

  • Seller: Salesflare
  • Year Founded: 2014
  • HQ Location: Antwerp, Belgium
  • Twitter: @salesflare
    7,012 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Co-Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 79% Small, 14% Medium

What Do G2 Reviewers Say About Salesflare?

AI-generated summary from verified user reviews

Pros
  • Users find Salesflare's ease of use remarkable, appreciating its intuitive setup and seamless automation features.
  • Users appreciate the effortless CRM automation of Salesflare, enhancing productivity and ensuring no opportunity is missed.
  • Users appreciate the time-saving automation of Salesflare, seamlessly managing interactions and streamlining workflows.
  • Users love the clean, user-friendly interface of Salesflare, which enhances efficiency and supports business growth.
  • Users commend the automation features of Salesflare, which simplify data entry and enhance productivity effectively.
Cons
  • Users note the limited customization and reporting features in Salesflare, which may restrict advanced analytics needs.
  • Users find Salesflare has limited customization and reporting features, lacking the depth found in larger CRMs.
  • Users note the limited customization options in Salesflare compared to other CRMs, affecting their flexibility and experience.
  • Users point out that reporting issues exist, with a desire for more advanced analytics capabilities.
  • Users find the limited feature updates of Salesflare disappointing, affecting its competitiveness and overall user experience.

What Are Recent G2 Reviews of Salesflare?

Julie Jung
JJ
Researched and written by Julie Jung
Updated