# 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:** 191

### Category Stats (Aug 2026)

- **Average Rating:** 4.53/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Zime (+5.04%) - Among all products in this category, Zime recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Sales Performance Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 117,500+ Authentic Reviews
- 191+ 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](https://www.g2.com/categories/sales-performance-management/grids.png?focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=1174041&focus%5B%5D=128650&focus%5B%5D=506&focus%5B%5D=18601&focus%5B%5D=19743&focus%5B%5D=24616)

Highlighted products: HubSpot Sales Hub, Pipedrive, monday CRM, Bigin by Zoho CRM, Agentforce Sales (formerly Salesforce Sales Cloud), Oracle Sales Performance Management, Apollo.io, and Spinify.

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=bigin-by-zoho-crm&focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=oracle-sales-performance-management&focus%5B%5D=apollo-io&focus%5B%5D=spinify&segment=small-business)

**Sponsored**

### Opine AI Presales Platform

Opine is the first AI-powered presales automation platform that helps Sales Engineers (SEs) turn complex technical evaluations into a repeatable, trackable, and scalable process. Built specifically for presales teams, Opine replaces spreadsheets, scattered notes, and disconnected workflows with a centralized workspace that syncs with your CRM, email, Slack, and call transcripts, so SEs can focus on driving technical wins instead of chasing admin work.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=245&secure%5Bchosen_at%5D=2026-08-11T08%3A39%3A15Z&secure%5Bdisplayable_resource_id%5D=245&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=245&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1439600&secure%5Bresource_id%5D=245&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-performance-management%2Fsmall-business%3Fpage%3D3%26segment%3Dsmall-business&secure%5Btoken%5D=c358892e1bddfb59bd6e934daca8ebf340cbe5d25bac6c940937c367babc90ae&secure%5Burl%5D=https%3A%2F%2Ftryopine.com%2Fschedule&secure%5Burl_type%5D=book_demo)

### [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews)

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:** 580

#### 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: 8.8/10)

#### Who Is the Company Behind Revenue Grid?

- **Seller:** [Revenue Grid](https://www.g2.com/sellers/revenue-grid)
- **Company Website:** revenuegrid.com
- **Year Founded:** 2006
- **HQ Location:** Atlanta, Georgia
- **Twitter:** @Revenue\_Grid\_  
1,057 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ecd61318e762e9763c750a63bc995acbba034204b9bf78566e5f19f2fe9f42c8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevenue-grid%2F&secure%5Burl_type%5D=linkedin_company_website)  
142 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 appreciate the **ease of use** of Revenue Grid, highlighting its seamless integration and straightforward setup.
- Users value the **seamless Salesforce integration** of Revenue Grid, enabling efficient workflow directly within Outlook.
- Users value the **seamless integration** of Revenue Grid with Salesforce and Outlook, enhancing efficiency and data management.
- Users appreciate the **exceptional support** from Revenue Grid, consistently receiving prompt and effective assistance across high ticket volumes.
- Users praise the **attentive customer support** of Revenue Grid, enhancing their overall experience with the product.

##### Cons

- Users are disappointed by the **missing features** in Revenue Grid, like lack of app compatibility and intuitive integration.
- Users face **technical issues** during setup and occasional glitches, causing frustration in initial usage of Revenue Grid.
- Users face a **slight learning curve** with Revenue Grid, requiring time and support for effective initial setup.
- Users find the **CSV template rigidity** and limited search options in Revenue Grid restrict their overall experience and efficiency.
- Users experience **slow loading** times with Revenue Grid, occasionally requiring a restart of Outlook for functionality.

#### What Are Recent G2 Reviews of Revenue Grid?

**["Seamless Salesforce Integration That Saves Hours with Automated Multi-Channel Outreach"](https://www.g2.com/survey_responses/revenue-grid-review-13091960)**

**Rating:** 5.0/5.0 stars

_— Barbara A._

[Read full review](https://www.g2.com/survey_responses/revenue-grid-review-13091960)

**["Effortless Meeting Scheduling with Team Calendar Links"](https://www.g2.com/survey_responses/revenue-grid-review-12973532)**

**Rating:** 4.5/5.0 stars

_— Yvette L._

[Read full review](https://www.g2.com/survey_responses/revenue-grid-review-12973532)

#### What Are G2 Users Discussing About Revenue Grid?

- [What is Revenue Grid used for?](https://www.g2.com/discussions/what-is-revenue-grid-used-for)
- [What can Google drive do?](https://www.g2.com/discussions/what-can-google-drive-do)
- [What is dropbox and how does it work?](https://www.g2.com/discussions/what-is-dropbox-and-how-does-it-work)
- [What can machine learning be used for?](https://www.g2.com/discussions/what-can-machine-learning-be-used-for)
- [What is a revenue Grid?](https://www.g2.com/discussions/what-is-a-revenue-grid) - 2 comments

### [Clari](https://www.g2.com/pt/products/clari/reviews)

Clari+Salesloft é uma empresa de IA que transforma categorias e está arquitetando o futuro da receita. Ao construir o primeiro Sistema de Receita Preditiva do mundo, ajudamos as organizações a irem além de aplicativos fragmentados e sistemas de registro para um modelo que continuamente impulsiona e adapta a execução de receita. Nossa plataforma captura sinais de dados de negócios e usa IA personalizada para criar o contexto certo e impulsionar ações em equipes de vendas. Em vez de insights desconectados e fluxos de trabalho isolados, as equipes de vendas operam com entendimento compartilhado, decisões mais rápidas e execução que permanece alinhada ao negócio. Confiada por milhares de empresas, incluindo Adobe, 3M, IBM e Zoom, a Clari+Salesloft potencializa a previsão, identifica riscos no pipeline e impulsiona a execução proativa—devolvendo milhares de horas ao campo e permitindo um crescimento previsível e escalável.

**Average Rating:** 4.6/5.0

**Total Reviews:** 5,503

#### How Do G2 Users Rate Clari?

- **the product tem sido um bom parceiro comercial?:** 9.2/10 (Category avg: 9.3/10)
- **Integrações de Terceiros:** 9.0/10 (Category avg: 8.7/10)
- **Estrutura de Funcionários:** 8.7/10 (Category avg: 8.6/10)
- **Painéis:** 8.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Clari?

- **Vendedor:** [Salesloft](https://www.g2.com/pt/sellers/salesloft)
- **Ano de Fundação:** 2011
- **Localização da Sede:** Atlanta, GA
- **Twitter:** @Salesloft  
18,437 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c72bf0f0f6a02380b7fe128396fa033291b10b85b3fc210dd4659ed9b53b1e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296178%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,098 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executivo de Contas, Gerente de Contas
- **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços
- **Company Size:** 47% Medium, 41% Large

#### What Do G2 Reviewers Say About Clari?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários valorizam a **facilidade de uso** no Clari para previsão, apreciando sua interface intuitiva e atualizações contínuas.
- Os usuários apreciam a **facilidade de uso** na Previsão da Clari, permitindo atualizações rápidas e excelente acompanhamento em relação às cotas.
- Os usuários apreciam o Clari por suas **atualizações em tempo real e integração perfeita com o Salesforce** , melhorando a eficiência do fluxo de trabalho e a visibilidade nas oportunidades de vendas.
- Os usuários acham a **integração com o Salesforce** inestimável para a gestão de dados simplificada e capacidades aprimoradas de previsão dentro do Clari.
- Os usuários acham Clari **incrivelmente útil** para previsões fáceis e gestão eficaz de receitas, simplificando significativamente as tarefas administrativas.

##### Cons

- Os usuários enfrentam **limitações de personalização** com o Clari, tornando difícil atender às necessidades exclusivas de negócios de forma eficaz.
- Os usuários encontram **personalização limitada** no Clari, dificultando soluções personalizadas para necessidades de negócios únicas e insights de equipe.
- Os usuários enfrentam uma **curva de aprendizado acentuada** com o Clari devido à configuração inicial e a um layout de interface confuso.
- Os usuários encontram **recursos ausentes** no Clari, com limitações na filtragem, personalização e funcionalidade do aplicativo móvel afetando sua experiência.
- Os usuários experimentam **reflexão inconsistente de dados do Salesforce** no Clari, levando a confusão e potenciais erros nos relatórios.

#### What Are Recent G2 Reviews of Clari?

**["Revisão da Plataforma Clari de uma Perspectiva de RevOps"](https://www.g2.com/pt/survey_responses/clari-review-12400239)**

**Rating:** 5.0/5.0 stars

_— Matt D._

[Read full review](https://www.g2.com/pt/survey_responses/clari-review-12400239)

**["Clari atendeu e superou nossas expectativas para nossa Organização GTM"](https://www.g2.com/pt/survey_responses/clari-review-10775002)**

**Rating:** 4.0/5.0 stars

_— Eric M._

[Read full review](https://www.g2.com/pt/survey_responses/clari-review-10775002)

#### What Are G2 Users Discussing About Clari?

- [Como a integração do Groove com o Clari melhora as operações de vendas e receita?](https://www.g2.com/pt/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment
- [Como a Groove, uma empresa da Clari, está sendo usada para melhorar a eficiência operacional e a experiência do usuário em seu campo específico?](https://www.g2.com/pt/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field)
- [Como adiciono groove ao Gmail?](https://www.g2.com/pt/discussions/how-do-i-add-groove-to-gmail) - 1 comment
- [Quanto custa o groove?](https://www.g2.com/pt/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote
- [O que significa "groove" na música?](https://www.g2.com/pt/discussions/what-groove-means-in-music) - 7 comments

### [Sales Cookie](https://www.g2.com/products/sales-cookie/reviews)

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:** 66

#### 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: 8.8/10)

#### Who Is the Company Behind Sales Cookie?

- **Seller:** [SalesCookie](https://www.g2.com/sellers/salescookie)
- **Year Founded:** 2018
- **HQ Location:** Bellevue, WA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2fd8235ea3a8e8f516f785d58069461f99a55ef440cf43ba4cd2bf73583c6f1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F19017297%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Medical Devices
- **Company Size:** 74% Small, 24% Medium

#### What Do G2 Reviewers Say About Sales Cookie?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **responsive customer support** of SalesCookie, enhancing their experience with prompt and helpful assistance.
- Users praise SalesCookie for its **user-friendly interface** that simplifies commission management and enhances productivity.
- Users find SalesCookie to be **highly responsive and cost-efficient** , streamlining commission management with ease and transparency.
- Users commend the **seamless commission management** capabilities of SalesCookie, enjoying accurate calculations and exceptional customer support.
- Users value the **implementation ease** of Sales Cookie, praising smooth setup and excellent customer support throughout the process.

##### Cons

- Users experience a **small learning curve** with Sales Cookie, but it becomes effective once the logic is grasped.
- Users find **implementation challenges** with initial setup, yet appreciate the helpful support from the SalesCookie team.
- Users experience **poor customer support** due to the lack of 24/7 assistance, affecting timely issue resolution.
- Users find the **setup process complicated** , though support teams assist in navigating the complexities involved.
- Users find the **time-consumption** aspect challenging, though they ultimately appreciate the results of Sales Cookie.

#### What Are Recent G2 Reviews of Sales Cookie?

**["Streamlined Payouts and Commissions with Responsive Support"](https://www.g2.com/survey_responses/sales-cookie-review-12922021)**

**Rating:** 5.0/5.0 stars

_— Rosalie S._

[Read full review](https://www.g2.com/survey_responses/sales-cookie-review-12922021)

**["A total upgrade to commissions"](https://www.g2.com/survey_responses/sales-cookie-review-12921826)**

**Rating:** 5.0/5.0 stars

_— Jacob T._

[Read full review](https://www.g2.com/survey_responses/sales-cookie-review-12921826)

#### What Are G2 Users Discussing About Sales Cookie?

- [What is Sales Cookie used for?](https://www.g2.com/discussions/what-is-sales-cookie-used-for)

### [Geo Rep](https://www.g2.com/products/geo-rep/reviews)

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: 8.8/10)

#### Who Is the Company Behind Geo Rep?

- **Seller:** [Geo Rep](https://www.g2.com/sellers/geo-rep)
- **Year Founded:** 2016
- **HQ Location:** Century City, Cape Town, Western Cape
- **Twitter:** @officialgeorep  
654 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97317c24fa550dc5fe3eb3b6603cae2d7f0c9eb34f088d4f858b01f1e82eb4c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F14034831%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 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?

**["Geo Rep Data for Investigations"](https://www.g2.com/survey_responses/geo-rep-review-9843448)**

**Rating:** 5.0/5.0 stars

_— Hex N._

[Read full review](https://www.g2.com/survey_responses/geo-rep-review-9843448)

**["The most amazing tracking tool I have come across."](https://www.g2.com/survey_responses/geo-rep-review-9839058)**

**Rating:** 5.0/5.0 stars

_— Jason A._

[Read full review](https://www.g2.com/survey_responses/geo-rep-review-9839058)

#### What Are G2 Users Discussing About Geo Rep?

- [What is Geo Rep used for?](https://www.g2.com/discussions/what-is-geo-rep-used-for)

### [Ambition](https://www.g2.com/products/ambition/reviews)

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: 8.8/10)

#### Who Is the Company Behind Ambition?

- **Seller:** [Ambition](https://www.g2.com/sellers/ambition)
- **Company Website:** ambition.com
- **Year Founded:** 2013
- **HQ Location:** Chattanooga, Tennesse
- **Twitter:** @AmbitionSales  
2,574 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c47a4ecee758aba510b39f5151d86d52627b7111468d606a62c7db664562568&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3012381%2F&secure%5Burl_type%5D=linkedin_company_website)  
70 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 appreciate the **ease of use** of Ambition, finding it simple to navigate and set up effectively.
- Users find Ambition **simple and intuitive** , providing helpful insights and enhancing focus on performance metrics.
- Users appreciate the **visibility of metrics** in Ambition, allowing for real-time tracking and focused performance improvement.
- Users praise Ambition for its **efficiency in tracking progress** , enabling better focus on productivity and streamlined workflows.
- Users praise Ambition for its **real-time sales performance tracking** , motivating features, and alignment with leadership goals.

##### Cons

- Users feel the **missing features** hinder functionality and modernization, suggesting improvements for a better experience.
- Users are frustrated by the **limited functionality** of Ambition, particularly with data population and scorecard layouts.
- Users experience **data management issues** with Ambition, resulting in discrepancies and confusion among sales representatives.
- Users find the **difficult navigation** in Ambition hinders ease of use when setting challenges and metrics.
- Users find the **information overload** in Ambition overwhelming, making it challenging to fully grasp all tools and features.

#### What Are Recent G2 Reviews of Ambition?

**["Ambition Makes Metrics Fun, Competitive, and Energizing"](https://www.g2.com/survey_responses/ambition-review-13151344)**

**Rating:** 5.0/5.0 stars

_— Will H._

[Read full review](https://www.g2.com/survey_responses/ambition-review-13151344)

**["Gamified Sales Leaderboards and a Digitized, Organized GSM"](https://www.g2.com/survey_responses/ambition-review-13152031)**

**Rating:** 4.5/5.0 stars

_— Andrew Y._

[Read full review](https://www.g2.com/survey_responses/ambition-review-13152031)

#### What Are G2 Users Discussing About Ambition?

- [What is Ambition used for?](https://www.g2.com/discussions/what-is-ambition-used-for)

### [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews)

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:** 911

#### 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: 8.8/10)

#### Who Is the Company Behind Pipeline CRM?

- **Seller:** [Pipeline CRM](https://www.g2.com/sellers/pipeline-crm)
- **Company Website:** pipelinecrm.com
- **Year Founded:** 2006
- **HQ Location:** Seattle, WA
- **Twitter:** @PipelineDeals  
2,861 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51b57ddc105ae995998f9c5821db49c5e8208a8a468e5e2c81c25c0619caee7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1073626%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Manager, President
- **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 praise the **ease of use** in Pipeline CRM, making it quick to learn and enhancing productivity.
- Users value the **intuitive interface** of Pipeline CRM, enhancing organization and efficiency with minimal training required.
- Users appreciate the **organized approach** of Pipeline CRM, allowing seamless management and tracking of leads and deals.
- Users appreciate the **user-friendly interface** of Pipeline CRM, making team onboarding and client management quick and efficient.
- Users highlight the **responsive customer support** of Pipeline CRM, appreciating quick assistance for their queries.

##### Cons

- Users find the **limited features** of Pipeline CRM hinder deep integrations and automation options, impacting overall effectiveness.
- Users find the **limited customization** options of Pipeline CRM inadequate for complex sales processes, hindering its effectiveness.
- Users face **integration issues** with Pipeline CRM, limiting functionality and causing challenges with third-party app connectivity.
- Users identify **missing features** , particularly in the mobile app and integration capabilities, limiting automation and syncing options.
- Users face **slow performance** with Pipeline CRM, especially during updates and due to limited third-party integrations.

#### What Are Recent G2 Reviews of Pipeline CRM?

**["Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control"](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)**

**Rating:** 4.5/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12880667)

**["Sales-Focused, Easy-to-Use CRM with Strong Pipeline Customization and Reporting"](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/pipeline-crm-review-12860142)

#### What Are G2 Users Discussing About Pipeline CRM?

- [What is Pipeline CRM used for?](https://www.g2.com/discussions/what-is-pipeline-crm-used-for)

### [Revenue.io](https://www.g2.com/products/revenue-io/reviews)

Revenue.io is a Salesforce-native revenue platform that unifies sales engagement, sales dialer, conversation intelligence, sales enablement, revenue intelligence, and real-time coaching in a single system. Unlike standalone tools that sit outside the CRM and sync data back later, Revenue.io operates directly inside Salesforce. Every call, email, meeting, and engagement signal is captured and recorded in the CRM in real time. The platform is designed to improve sales execution while preserving Salesforce as the system of record. Learn more at www.revenue.io.

**Average Rating:** 4.7/5.0

**Total Reviews:** 570

#### 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: 8.8/10)

#### Who Is the Company Behind Revenue.io?

- **Seller:** [Revenue.io](https://www.g2.com/sellers/revenue-io)
- **Year Founded:** 2012
- **HQ Location:** Los Angeles, CA
- **Twitter:** @revenue\_io  
4,277 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b404a0f03710cafe3c17b2b174bc161c987bd00d9d9b1a15a504eeef1f23cdfc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2625815%2F&secure%5Burl_type%5D=linkedin_company_website)  
102 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Service Representative, Account Executive
- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 59% Medium, 22% Small

#### What Do G2 Reviewers Say About Revenue.io?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **exceptional customer support** from Revenue.io, delivering fast, friendly, and effective assistance whenever needed.
- Users find Revenue.io **very easy to use and intuitive** , streamlining workflows and enhancing team productivity effortlessly.
- Users commend the **exceptional support** from Revenue.io, with responsive, friendly assistance enhancing their experience significantly.
- Users highlight the **easy setup process** with Revenue.io, enjoying seamless implementation and exceptional support from the team.
- Users value the **seamless Salesforce integration** , which enhances efficiency and minimizes admin work in sales operations.

##### Cons

- Users experience **call issues** like headset disconnections and challenges tracking call history, affecting usability during meetings.
- Users desire **missing advanced features** in Revenue.io, including AI enhancements and better support communication options.
- Users find the **limited features** of Revenue.io restrict their integration options and overall mobile experience.
- Users face **connection issues** with Revenue.io, experiencing dropped calls and unreliable mobile functionality.
- Users experience **dialer issues** , such as trouble locating calls and tracking recent contacts efficiently.

#### What Are Recent G2 Reviews of Revenue.io?

**["Empowers Sales with Easy Call Review and Coaching"](https://www.g2.com/survey_responses/revenue-io-review-13020882)**

**Rating:** 5.0/5.0 stars

_— Angelique G._

[Read full review](https://www.g2.com/survey_responses/revenue-io-review-13020882)

**["Effortless Sales Automation with Salesforce Integration"](https://www.g2.com/survey_responses/revenue-io-review-12801480)**

**Rating:** 4.5/5.0 stars

_— Alex M._

[Read full review](https://www.g2.com/survey_responses/revenue-io-review-12801480)

#### What Are G2 Users Discussing About Revenue.io?

- [What is Revenue.io used for?](https://www.g2.com/discussions/revenue-io-what-is-revenue-io-used-for)
- [What is Revenue.io used for?](https://www.g2.com/discussions/what-is-revenue-io-used-for)

### [Allego](https://www.g2.com/products/allego/reviews)

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-powered role play, video practice, and automated coaching help reps build confidence through realistic scenarios with 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:** 689

#### 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: 8.8/10)

#### Who Is the Company Behind Allego?

- **Seller:** [Allego](https://www.g2.com/sellers/allego)
- **Company Website:** www.allego.com
- **Year Founded:** 2013
- **HQ Location:** Waltham, Massachusetts
- **Twitter:** @allegosoftware  
1,043 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dd42978251cd715ab63526f88d1458f9748498ed8ac49fb66e9fa4f77b6ea18b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4994402&secure%5Burl_type%5D=linkedin_company_website)  
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 appreciate the **ease of use** of Allego, enjoying its intuitive interface and smooth integration of resources.
- Users appreciate the **engaging interactive courses** and top-notch customer service offered by Allego, enhancing their experience.
- Users praise Allego for its **excellent customer support** , noting their responsiveness and helpful solutions for various needs.
- Users cherish the **intuitive design** of Allego, enhancing training and team alignment for better productivity.
- 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 cluttered interface and inadequate documentation posing challenges for beginners.
- Users desire **more detailed video editing features** , improved analytics, and solutions for broken links and obstructive pop-out windows.
- Users find the **cluttered and confusing interface** of Allego challenging, especially for newcomers learning the software.
- Users find the **poor organization** of Allego's interface leads to confusion and overwhelms new users.
- Users find Allego's interface to be **not user-friendly** , making navigation challenging, especially for newcomers.

#### What Are Recent G2 Reviews of Allego?

**["Allego Boosts Sales Execution with Training, Coaching, and Peer Learning"](https://www.g2.com/survey_responses/allego-review-13032529)**

**Rating:** 4.5/5.0 stars

_— Giovane P._

[Read full review](https://www.g2.com/survey_responses/allego-review-13032529)

**["Organized, Intuitive, and Packed with Capabilities"](https://www.g2.com/survey_responses/allego-review-11687292)**

**Rating:** 4.5/5.0 stars

_— Cheryl N._

[Read full review](https://www.g2.com/survey_responses/allego-review-11687292)

#### What Are G2 Users Discussing About Allego?

- [What is Allego used for?](https://www.g2.com/discussions/what-is-allego-used-for)

### [Outdoo AI](https://www.g2.com/products/outdoo-ai/reviews)

Outdoo is an enterprise AI training and roleplay platform specifically designed for customer-facing teams, aimed at transforming training into actionable skills and measurable revenue outcomes. By integrating AI Tutor-led learning, pre-call roleplays, real customer interactions, and post-call evaluations, Outdoo effectively bridges the gap between preparation and performance, ensuring that teams are well-equipped to engage with clients effectively. This platform is particularly beneficial for organizations that prioritize structured coaching and performance measurement. Targeting customer service representatives, sales teams, and other client-facing roles, Outdoo provides a comprehensive solution for enhancing communication skills and customer engagement strategies. By utilizing realistic roleplay scenarios that reflect actual customer interactions, teams can practice and refine their skills in a safe environment, ultimately leading to improved results in real-world situations. Outdoo's key features include AI roleplay simulations that are grounded in authentic customer scenarios, allowing users to experience various personas and situations. The platform also offers unified scorecards that standardize assessments across both training and live interactions, providing a consistent framework for evaluating performance. Personalized micro-learning paths are tailored to address specific skill gaps, ensuring that each team member receives targeted training that aligns with their developmental needs. Additionally, manager dashboards facilitate tracking of readiness and coaching effectiveness, enabling leaders to support their teams more effectively. With over 120 integrations, including support for SCORM and xAPI, Outdoo seamlessly connects with existing Learning Management Systems (LMS), Customer Relationship Management (CRM) tools, and conversation intelligence platforms. This interoperability allows organizations to leverage their current technology stack while enhancing their training capabilities. Trusted by more than 250 enterprises globally, including notable names like Globe Life and Keller Williams, Outdoo has established itself as a leader in customer satisfaction, as evidenced by its top ranking on G2. Overall, Outdoo stands out in the realm of enterprise training solutions by providing a holistic approach that links training directly to real-world performance outcomes. Its innovative use of AI and roleplay not only prepares teams for customer interactions but also fosters a culture of continuous improvement and accountability, making it an essential tool for organizations looking to enhance their customer engagement strategies.

**Average Rating:** 4.6/5.0

**Total Reviews:** 169

#### 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: 8.8/10)

#### Who Is the Company Behind Outdoo AI?

- **Seller:** [Outdoo AI](https://www.g2.com/sellers/outdoo-ai)
- **Company Website:** www.outdoo.ai
- **Year Founded:** 2022
- **HQ Location:** San Francisco, US
- **Twitter:** @OutdooAI  
68 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a4bc9fc6ce2e951bbcd43860a0929f635f326c0ff0006018354f0cdb13a4b9ed&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutdooai%2F&secure%5Burl_type%5D=linkedin_company_website)  
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:** 46% Small, 45% Medium

#### 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, making data analysis and call management straightforward and efficient.
- Users find Outdoo AI to be a **helpful mentor** , greatly enhancing their sales pitch and objection handling skills.
- Users value the **effective call recordings** of Outdoo AI, facilitating focused reviews and team performance improvements.
- Users value the **detailed and concise call summaries** provided by Outdoo AI, enhancing focus during discussions.
- Users appreciate the **time-saving call summaries** that provide clear insights and highlight main discussion points effectively.

##### Cons

- Users experience **call issues** such as unfair grading and confusion with call participation and recording notifications.
- Users report **accuracy issues** with ratings on calls, leading to confusion and mixed results in assessments.
- Users find the **AI inaccuracies** in Outdoo AI concerning, as it often misinterpret call content and ratings.
- Users note a lack of **customizable analytics** and CRM integrations, affecting usability and functionality of Outdoo AI.
- Users report **recording issues** such as inaccurate transcriptions and delays in processing times, affecting overall usability.

#### What Are Recent G2 Reviews of Outdoo AI?

**["Outdoo gives us unparalleled visibility into Sales conversations and pipeline progress"](https://www.g2.com/survey_responses/outdoo-ai-review-11528226)**

**Rating:** 4.5/5.0 stars

_— Luka B._

[Read full review](https://www.g2.com/survey_responses/outdoo-ai-review-11528226)

**["User-Friendly Automation That Boosts Productivity"](https://www.g2.com/survey_responses/outdoo-ai-review-12971039)**

**Rating:** 4.5/5.0 stars

_— Kishan K._

[Read full review](https://www.g2.com/survey_responses/outdoo-ai-review-12971039)

#### What Are G2 Users Discussing About Outdoo AI?

- [What is MeetRecord used for?](https://www.g2.com/discussions/what-is-meetrecord-used-for)

### [Membrain](https://www.g2.com/products/membrain/reviews)

Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain's sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform's user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape.

**Average Rating:** 4.6/5.0

**Total Reviews:** 211

#### 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: 8.8/10)

#### Who Is the Company Behind Membrain?

- **Seller:** [Membrain](https://www.g2.com/sellers/membrain)
- **Company Website:** www.membrain.com
- **Year Founded:** 2012
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @membrain\_com  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=128b954648ec1b164dbc033fcc0dccbfbfa8433c867edbf8fd31c3b7cf80f8da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmembraincom%2F&secure%5Burl_type%5D=linkedin_company_website)  
39 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **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** in Membrain, noting its intuitive structure and seamless team adoption.
- Users value the **highly customizable features** of Membrain, enhancing their efficiency in managing prospects and pipelines.
- 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 appreciate the **high customizability** of Membrain, enabling tailored workflows that enhance productivity and organization.

##### Cons

- Users note that the **missing features** in Membrain, like better email formatting and calendar usability, hinder productivity.
- Users find the **steep learning curve** of Membrain challenging initially, though it offers robust features once mastered.
- Users find the **incomplete information** challenging, making it difficult to locate essential features and resources effectively.
- Users desire more **features and customization** in Membrain, especially for graphs and email formatting options.
- Users experience **dashboard issues** with limited customization options and difficulties in exporting historical data effectively.

#### What Are Recent G2 Reviews of Membrain?

**["Membrain user for an Internal Sales role."](https://www.g2.com/survey_responses/membrain-review-10736226)**

**Rating:** 4.0/5.0 stars

_— Moises B._

[Read full review](https://www.g2.com/survey_responses/membrain-review-10736226)

**["Top-Notch Support, User-Friendly UI, and Powerful Workflow Customization"](https://www.g2.com/survey_responses/membrain-review-12622325)**

**Rating:** 4.5/5.0 stars

_— Chris W._

[Read full review](https://www.g2.com/survey_responses/membrain-review-12622325)

#### What Are G2 Users Discussing About Membrain?

- [What is Membrain used for?](https://www.g2.com/discussions/what-is-membrain-used-for) - 2 comments

### [Vanillasoft](https://www.g2.com/products/vanillasoft/reviews)

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:** 4.5/5.0

**Total Reviews:** 722

#### How Do G2 Users Rate Vanillasoft?

- **Has the product been a good partner in doing business?:** 9.4/10 (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: 8.8/10)

#### Who Is the Company Behind Vanillasoft?

- **Seller:** [Vanillasoft](https://www.g2.com/sellers/vanillasoft)
- **Company Website:** vanillasoft.com
- **Year Founded:** 2005
- **HQ Location:** Austin, TX
- **Twitter:** @VanillaSoft  
26,123 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ba1f1d552f0c37d54929bf7ebc8f04d014d8bd2c1ddc3f685cf6b4f9908549ec&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvanillasoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
97 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 find **VanillaSoft very easy to use** , appreciating its intuitive features that streamline outbound calling and note-taking.
- Users appreciate the **intuitive interface** of Vanillasoft, making navigation and learning a breeze for everyone.
- Users appreciate the **ease of use** of VanillaSoft, highlighting its straightforward interface and effortless navigation.
- Users value the **time-saving capabilities** of VanillaSoft, enhancing productivity through efficient navigation and easy scheduling.
- Users appreciate the **user-friendly lead organization** of Vanillasoft, simplifying outreach through accessible contact details and integrated communication.

##### Cons

- Users often face **slow loading times** that hinder workflow and delay moving to the next lead.
- Users find the **call issues** with Vanillasoft problematic, particularly regarding mobile dialing and call prioritization.
- Users experience occasional **slow performance** with Vanillasoft, including lag and delays between dials.
- Users note a **lack of flexible report features** in VanillaSoft, impacting their reporting efficiency and experience.
- Users experience frustrating **connectivity issues** with VanillaSoft, leading to embarrassing dropped calls and unreliable performance.

#### What Are Recent G2 Reviews of Vanillasoft?

**["Real-Time Segmentation Makes Special Campaigns Faster and More Efficient"](https://www.g2.com/survey_responses/vanillasoft-review-13032610)**

**Rating:** 4.0/5.0 stars

_— Andres B._

[Read full review](https://www.g2.com/survey_responses/vanillasoft-review-13032610)

**["Flexible Dialer Settings That Keep Agents Calling Effortlessly"](https://www.g2.com/survey_responses/vanillasoft-review-13032378)**

**Rating:** 4.5/5.0 stars

_— Roman V._

[Read full review](https://www.g2.com/survey_responses/vanillasoft-review-13032378)

#### What Are G2 Users Discussing About Vanillasoft?

- [What is VanillaSoft used for?](https://www.g2.com/discussions/what-is-vanillasoft-used-for)

### [Goals.com](https://www.g2.com/products/goals-com/reviews)

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: 8.8/10)

#### Who Is the Company Behind Goals.com?

- **Seller:** [Goals.com](https://www.g2.com/sellers/goals-com)
- **Year Founded:** 2023
- **HQ Location:** Minneapolis, MN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea45488f146fe26a8d12e35941258adc4efd7c1f9eb51bf67863657f4821b06b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgoals-com%2F&secure%5Burl_type%5D=linkedin_company_website)  
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 find Goals.com to be **easy to adopt** , facilitating a smooth transition into their roles and responsibilities.
- Users find Goals.com to be an **easy-to-learn platform** , making adoption seamless even for newcomers.
- Users find Goals.com to be **easy to adopt** , making it seamless for new users to integrate quickly.
- Users find the **easy access** of Goals.com beneficial for quickly adapting to new roles and systems.

##### Cons

- Users face **redundancy in notifications** , receiving multiple alerts that may not be necessary for those frequently using the portal.
- Users experience **redundancy in notifications** , finding email alerts unnecessary when the portal is already open.

#### What Are Recent G2 Reviews of Goals.com?

**["Tremendous utility"](https://www.g2.com/survey_responses/goals-com-review-10397714)**

**Rating:** 4.5/5.0 stars

_— Lucas G._

[Read full review](https://www.g2.com/survey_responses/goals-com-review-10397714)

**["Goals.com nails it"](https://www.g2.com/survey_responses/goals-com-review-10025411)**

**Rating:** 4.5/5.0 stars

_— Bryce T._

[Read full review](https://www.g2.com/survey_responses/goals-com-review-10025411)

### [Copper](https://www.g2.com/products/copper/reviews)

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

#### 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: 8.8/10)

#### Who Is the Company Behind Copper?

- **Seller:** [Copper](https://www.g2.com/sellers/copper)
- **Company Website:** www.copper.com
- **Year Founded:** 2012
- **HQ Location:** San Francisco, CA
- **Twitter:** @CopperInc  
2,379 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a476270170953d45307fd471d7f6050b9869302500b3587b7c8b0b8071592ba2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcopper-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
305 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **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 appreciate the **ease of use** of Copper, benefiting from its seamless integration with Google Workspace.
- Users value the **seamless Gmail integration** of Copper, enhancing efficiency in contact management and engagement.
- Users value Copper's **seamless integration** with Google Workspace, enhancing efficiency in contact and pipeline management.
- Users value the **seamless integration** with Google Workspace, streamlining contact management and enhancing email engagement efficiently.
- Users value the **seamless integration** of Copper with Google Workspace, enhancing workflow and reducing manual efforts.

##### Cons

- Users note the **limited features** of Copper, restricting customization and advanced reporting compared to larger enterprise CRMs.
- Users find the **pricing for features and currency changes** to be prohibitively high, impacting overall value.
- Users find Copper lacking in **advanced features** like automation and robust customer support, making tasks cumbersome.
- Users find **integration issues** with Google Voice and document management complicate their workflow and increase workload significantly.
- Users find **limited customization** options in Copper, making it less adaptable for complex organizational needs.

#### What Are Recent G2 Reviews of Copper?

**["Total game-changer for our real estate pipeline."](https://www.g2.com/survey_responses/copper-review-13223142)**

**Rating:** 4.5/5.0 stars

_— Marina O._

[Read full review](https://www.g2.com/survey_responses/copper-review-13223142)

**["Copper CRM Streamlined Our Workflow with Fast Search, Smart Automations, and Great Visibility"](https://www.g2.com/survey_responses/copper-review-12822250)**

**Rating:** 5.0/5.0 stars

_— Matt M._

[Read full review](https://www.g2.com/survey_responses/copper-review-12822250)

#### What Are G2 Users Discussing About Copper?

- [What is Copper used for?](https://www.g2.com/discussions/what-is-copper-used-for)
- [What is copper app?](https://www.g2.com/discussions/what-is-copper-app) - 1 comment
- [How is copper used in CRM?](https://www.g2.com/discussions/how-is-copper-used-in-crm) - 1 comment
- [What is copper CRM?](https://www.g2.com/discussions/what-is-copper-crm) - 2 comments

### [SalesScreen](https://www.g2.com/pt/products/salesscreen/reviews)

SalesScreen é o principal software de gamificação de vendas, desenvolvido para ajudar líderes de vendas a impulsionar o engajamento, motivação e desempenho em suas equipes. Quer você esteja gerenciando uma equipe de alto desempenho ou procurando maneiras de impulsionar os desempenhos médios e inferiores, a plataforma de gamificação da SalesScreen fornece as ferramentas certas para desbloquear seu potencial. Com rastreamento de desempenho em tempo real, competições interativas, celebrações de marcos pessoais, uma loja de recompensas personalizável e coaching baseado em dados, ajudamos as equipes de vendas a se manterem motivadas, alcançarem seus objetivos e aproveitarem a jornada para o sucesso. Com sede em Oslo, Noruega, e fundada em 2011, a SalesScreen ajudou empresas em todo o mundo a transformar a maneira como motivam e gerenciam suas equipes de vendas. Por que SalesScreen? A motivação não é igual para todos. Com a SalesScreen, os gerentes podem usar mecânicas de gamificação personalizadas para engajar suas equipes por meio de competição amigável, recompensas personalizadas e reconhecimento instantâneo—impulsionando tanto o desempenho individual quanto o da equipe. 🔑 Competições de Vendas em Tempo Real – Impulsione a empolgação e a competição saudável com desafios dinâmicos que mantêm os representantes engajados. A SalesScreen oferece competições individuais e em equipe com placares ao vivo, atualizações automáticas e múltiplos formatos de definição de metas, garantindo que todos—desde os melhores desempenhos até aqueles que precisam de um empurrão—permaneçam motivados. 🔑 Dashboards Totalmente Personalizáveis e Visualização de Dados – O software de gamificação de vendas deve oferecer mais do que apenas pontos e medalhas. A SalesScreen fornece visibilidade completa nas análises de desempenho, permitindo que os gerentes tomem decisões baseadas em dados, identifiquem lacunas de desempenho e ofereçam suporte oportuno aos representantes que mais precisam. 🔑 Reconhecimento Social e Interativo – O feed social ao vivo da SalesScreen celebra cada vitória—grande ou pequena—criando uma cultura de reconhecimento e motivação. Quer seja um melhor desempenho superando sua meta ou um desempenho médio fazendo progresso constante, cada marco é celebrado, mantendo o moral elevado. 🔑 Loja de Recompensas com Incentivos Significativos – O software de gamificação de vendas mais eficaz vai além de medalhas virtuais. A SalesScreen permite que as empresas criem programas de recompensas personalizados, com cartões-presente, mercadorias de marca e prêmios reais que impulsionam a participação e mantêm as equipes engajadas. Os representantes não apenas competem; eles trabalham em direção a recompensas que realmente importam para eles. 🔑 Coaching de Vendas e Insights de Desempenho – O coaching é fundamental para ajudar os desempenhos médios e inferiores a se tornarem de alto desempenho. A SalesScreen fornece insights de desempenho, rastreamento de progresso e ferramentas de coaching baseadas em dados que ajudam os gerentes a dar feedback personalizado. Identifique áreas de melhoria, acompanhe o progresso ao longo do tempo e transforme a gamificação de vendas em uma ferramenta para o desenvolvimento contínuo de habilidades. 🔑 Acesso Sem Costura na Web, Móvel e SalesScreen TV – Mantenha sua equipe engajada, não importa onde estejam. Quer estejam no escritório, em movimento ou trabalhando remotamente, a SalesScreen garante motivação consistente por meio de acesso amigável a dispositivos móveis e atualizações em tempo real.

**Average Rating:** 4.7/5.0

**Total Reviews:** 484

#### How Do G2 Users Rate SalesScreen?

- **the product tem sido um bom parceiro comercial?:** 9.5/10 (Category avg: 9.3/10)
- **Integrações de Terceiros:** 8.6/10 (Category avg: 8.7/10)
- **Estrutura de Funcionários:** 8.7/10 (Category avg: 8.6/10)
- **Painéis:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind SalesScreen?

- **Vendedor:** [Dogu SalesScreen AS](https://www.g2.com/pt/sellers/dogu-salesscreen-as)
- **Website da Empresa:** www.salesscreen.com
- **Ano de Fundação:** 2014
- **Localização da Sede:** Oslo, Norway
- **Twitter:** @salesscreen  
5,561 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef93c163ed56457e0878e8849c7cd8548721c64e7c70ebcd4c81d0fc5b16b9c0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesscreen%2F&secure%5Burl_type%5D=linkedin_company_website)  
44 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Gerente de Vendas, Agente de Disposição
- **Top Industries:** Seguros, Imóveis
- **Company Size:** 48% Medium, 28% Small

#### What Do G2 Reviewers Say About SalesScreen?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários acham a **facilidade de uso** do SalesScreen impressionante, permitindo navegação rápida e exibição clara de resultados e metas.
- Os usuários acham **estatísticas visuais e competição** motivadoras, levando-os a fazer chamadas extras e alcançar seus objetivos.
- Os usuários valorizam a **colaboração aprimorada da equipe** no SalesScreen, promovendo engajamento e um espírito competitivo entre as filiais.
- Os usuários valorizam a **abordagem divertida e interativa** do SalesScreen, que melhora a dinâmica da equipe e impulsiona o desempenho de vendas.
- Os usuários apreciam os **recursos envolventes de gamificação** do SalesScreen, melhorando significativamente a motivação e a dinâmica de equipe em vendas.

##### Cons

- Os usuários enfrentam **problemas de gerenciamento de dados** com o SalesScreen, levando a confusão e dependência de extração manual de dados.
- Os usuários acham o **sistema de mensagens complicado** devido ao acesso complicado a promoções e relatórios de pontuação.
- Os usuários acham a **curva de aprendizado íngreme** , com a falta de tutoriais e recursos de treinamento tornando a navegação desafiadora.
- Os usuários enfrentam problemas significativos de **integração** com o SalesScreen e o Salesforce, complicando o rastreamento e a precisão dos dados.
- Os usuários enfrentam **problemas de acesso** que dificultam o engajamento da equipe, complicam a inscrição de usuários e causam erros de login.

#### What Are Recent G2 Reviews of SalesScreen?

**["Gamificação que mantém nossa equipe motivada com rastreamento de desempenho em tempo real"](https://www.g2.com/pt/survey_responses/salesscreen-review-12782362)**

**Rating:** 5.0/5.0 stars

_— Heribert E._

[Read full review](https://www.g2.com/pt/survey_responses/salesscreen-review-12782362)

**["Gamificação de Vendas de Alta Energia com Rankings e Painéis Claros"](https://www.g2.com/pt/survey_responses/salesscreen-review-12618482)**

**Rating:** 5.0/5.0 stars

_— Ellen C._

[Read full review](https://www.g2.com/pt/survey_responses/salesscreen-review-12618482)

#### What Are G2 Users Discussing About SalesScreen?

- [Para que serve o SalesScreen?](https://www.g2.com/pt/discussions/what-is-salesscreen-used-for)

### [Coevera](https://www.g2.com/products/coevera/reviews)

Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.

**Average Rating:** 4.6/5.0

**Total Reviews:** 444

#### 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: 8.8/10)

#### Who Is the Company Behind Coevera?

- **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc)
- **Company Website:** www.coevera.com
- **Year Founded:** 2007
- **HQ Location:** Los Angeles, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=80e8a1f76d96cff448580607ff9bec73ce5f391a4a73ab5b041aeb685872c49e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2067987%2F&secure%5Burl_type%5D=linkedin_company_website)  
118 employees on LinkedIn®
- **Phone:** (888) 843-6699

#### Who Uses This Product?

- **Who Uses This:** President, Director
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 71% Small, 23% Medium

#### What Do G2 Reviewers Say About Coevera?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Coevera, appreciating its intuitive interface and seamless functionality for daily tasks.
- Users value the **easy tracking** of deals through the intuitive visual sales pipeline, enhancing process management significantly.
- Users praise **streamlined lead generation** with Coevera, enhancing productivity and providing clear insights on opportunities.
- Users praise the **highly visual and intuitive interface** of Coevera, facilitating quick tracking of deals and performance.
- Users appreciate the **user-friendly interface** of Coevera, enjoying its intuitive design and easy navigation for daily tasks.

##### Cons

- Users find **limited customization** options in Coevera, which hampers organization and flexibility in document management.
- Users find Coevera to be **expensive** , making it difficult for small businesses to afford the service.
- Users find the **complexity** of Coevera challenging, especially regarding deployment and managing features effectively.
- Users express frustration over **integration issues** , limiting flexibility and making usage less seamless with other tools.
- Users find the **learning curve steep** initially due to the complexity of features and limited customization options.

#### What Are Recent G2 Reviews of Coevera?

**["Handling Consultation Activities and Follow Up Tracking Feels More Structured"](https://www.g2.com/survey_responses/coevera-review-12886493)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/coevera-review-12886493)

**["The real value showed up when I stopped using it like a database"](https://www.g2.com/survey_responses/coevera-review-13022665)**

**Rating:** 4.5/5.0 stars

_— Yaroslav B._

[Read full review](https://www.g2.com/survey_responses/coevera-review-13022665)

#### What Are G2 Users Discussing About Coevera?

- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for)
- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment

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