Best Sales Performance Management Software for Small Business - Page 4

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)

SalesRabbit

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

Average Rating: 4.5/5.0

Total Reviews: 433

How Do G2 Users Rate SalesRabbit?

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

Who Is the Company Behind SalesRabbit?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About SalesRabbit?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of SalesRabbit?

What Are G2 Users Discussing About SalesRabbit?

SalesScreen

SalesScreen is the leading sales gamification software, built to help sales leaders drive engagement, motivation, and performance across their teams. Whether you’re managing a team of high-achievers or looking for ways to boost middle and bottom performers, SalesScreen’s gamification platform provides the right tools to unlock their potential. With real-time performance tracking, interactive competitions, personal milestone celebrations, a customizable reward shop, and data-driven coaching, we help sales teams stay motivated, achieve their goals, and enjoy the journey to success. Headquartered in Oslo, Norway, and founded in 2011, SalesScreen has helped companies worldwide transform the way they motivate and manage their sales teams. Why SalesScreen? Motivation isn’t one-size-fits-all. With SalesScreen, managers can use tailored gamification mechanics to engage their teams through friendly competition, personalized rewards, and instant recognition, boosting both individual and team performance. 🔑 Real-time Sales Competitions – Drive excitement and healthy competition with dynamic challenges that keep reps engaged. SalesScreen offers individual and team-based competitions with live leaderboards, automated updates, and multiple goal-setting formats, ensuring that everyone, from top performers to those needing a push, stays motivated. 🔑 Fully Customizable Dashboards & Data Visualization – Sales gamification software should offer more than just points and badges. SalesScreen provides complete visibility into performance analytics, enabling managers to make data-driven decisions, identify performance gaps, and provide timely support to reps who need it most. 🔑 Social & Interactive Recognition – SalesScreen’s live social feed celebrates every win, big or small, creating a culture of recognition and motivation. Whether it’s a top performer crushing their quota or a middle performer making steady progress, every milestone is celebrated, keeping morale high. 🔑 Reward Shop with Meaningful Incentives – The most effective sales gamification software goes beyond virtual badges. SalesScreen allows companies to create customized reward programs, featuring gift cards, branded merchandise, and real prizes that drive participation and keep teams engaged. Reps don’t just compete; they work toward rewards that truly matter to them. 🔑 Sales Coaching & Performance Insights – Coaching is key to helping middle and bottom performers grow into high achievers. SalesScreen provides performance insights, progress tracking, and data-backed coaching tools that help managers give personalized feedback. Identify areas of improvement, track progress over time, and turn sales gamification into a tool for continuous skill development. 🔑 Seamless Access on Web, Mobile, and SalesScreen TV – Keep your team engaged no matter where they are. Whether they’re in the office, on the move, or working remotely, SalesScreen ensures consistent motivation through mobile-friendly access and real-time updates. Are you a sales leader facing challenges in your team's performance and struggling to solve their pain points? Take our interactive quiz to uncover your sales pain points and unlock the solutions with SalesSolve: https://www.salesscreen.com/salessolve/

Average Rating: 4.7/5.0

Total Reviews: 485

How Do G2 Users Rate SalesScreen?

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

Who Is the Company Behind SalesScreen?

  • Seller: Dogu SalesScreen AS
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Oslo, Norway
  • Twitter: @salesscreen
    5,561 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Manager, Disposition Agent
  • Top Industries: Insurance, Real Estate
  • Company Size: 47% Medium, 28% Small

What Do G2 Reviewers Say About SalesScreen?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of SalesScreen, allowing for quick setup and straightforward access to KPIs.
  • Users find SalesScreen's motivational stats inspiring, encouraging them to work harder and achieve their sales goals.
  • Users value the enhanced team collaboration in SalesScreen, fostering engagement and a competitive spirit across branches.
  • Users love the insightful metrics and competition features of SalesScreen, boosting productivity and motivation among peers.
  • Users find the motivating progress tracking of SalesScreen enhances competitiveness and boosts overall sales morale effectively.
Cons
  • Users face data management issues with conflicting information and reliance on extraction, complicating report access and accuracy.
  • Users find the messaging system cumbersome, requiring too many steps to access essential promotions and reports.
  • Users find the learning curve steep, expressing a need for better onboarding and guidance in navigating SalesScreen.
  • Users face integration challenges with CRM systems, hindering data access and complicating case management.
  • Users face access issues that hinder team engagement, complicating user enrollment and causing login errors.

What Are Recent G2 Reviews of SalesScreen?

What Are G2 Users Discussing About SalesScreen?

LeadSquared Sales CRM

LeadSquared Sales CRM is our core sales execution product, built to support inside sales, call center, and field sales teams in managing leads, tracking pipeline activity, and closing deals from a single platform. It functions as the central hub that our other modules — marketing, mobile, service — connect into. We cover several areas of the sales process. Our lead management handles capturing leads from various sources, qualifying and scoring them automatically, and routing them to the appropriate rep or team based on configurable rules. We give sales reps a "Smart Views" interface intended to show them a prioritized list of just their own tasks and leads, rather than a cluttered general view. Our opportunity management lets teams track deals with higher revenue potential separately from standard leads, including mapping multiple opportunities tied to the same account. We've built in communication tools including click-to-call dialing with call logging, and messaging via email, WhatsApp, and SMS, with the ability to send bulk campaigns or automated replies and track engagement on individual messages. Our no-code workflow builder lets admins configure sales processes — approvals, follow-up sequences, notifications — without needing developer involvement, and we support multiple concurrent sales processes for organizations running several product lines or teams. For field-based reps, our CRM includes the mobile app functionality we described above (territory management, GPS tracking, beat planning). Our reporting and dashboards cover call volume and connect rates, conversation tracking (opens/clicks on emails and messages), revenue by rep or region, and sales closure against targets, with role-based access so different teams see relevant views. We integrate with third-party tools spanning WhatsApp Business API, analytics platforms, telephony providers, payment gateways, and meeting schedulers. We typically price this product on a per-user, per-month basis, and we publish a separate pricing page for specific tiers. We market this product broadly across industries including education, financial services, healthcare, real estate, and automotive, and cite customers from various NBFCs and educational institutions in our case studies.

Average Rating: 4.5/5.0

Total Reviews: 294

How Do G2 Users Rate LeadSquared Sales CRM?

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

Who Is the Company Behind LeadSquared Sales CRM?

  • Seller: LeadSquared
  • Year Founded: 2011
  • HQ Location: Bangalore
  • Twitter: @LeadSquared
    1,470 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,071 employees on LinkedIn®
  • Phone: 848-248-4002

Who Uses This Product?

  • Who Uses This: Inside sales specialist, BDE
  • Top Industries: Education Management, Financial Services
  • Company Size: 54% Medium, 28% Large

What Do G2 Reviewers Say About LeadSquared Sales CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly lead management of LeadSquared Sales CRM, simplifying the process of tracking and nurturing leads.
  • Users find LeadSquared Sales CRM notably easy to use, enabling efficient lead management and quick learning for new users.
  • Users value the intuitive lead management features of LeadSquared Sales CRM, making tracking leads hassle-free and efficient.
  • Users value the efficiency of LeadSquared Sales CRM, citing time-saving automation and real-time lead management capabilities.
  • Users value the intuitive design of LeadSquared Sales CRM, enhancing lead management and facilitating effortless navigation.
Cons
  • Users experience slow loading times with LeadSquared, impacting efficiency during use and navigation between screens.
  • Users note the steep learning curve with LeadSquared, finding the system slow and not very intuitive at first.
  • Users often experience slow performance with LeadSquared, especially when navigating large lists and multiple tabs.
  • Users point out the missing AI integration in LeadSquared Sales CRM, alongside performance and reporting limitations affecting usability.
  • Users often face slow speed and glitches, especially when using multiple tabs and managing details.

What Are Recent G2 Reviews of LeadSquared Sales CRM?

What Are G2 Users Discussing About LeadSquared Sales CRM?

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Zoho CRM Plus

Zoho CRM Plus is a unified customer experience platform that helps you bridge the gap between your sales, marketing, and customer service teams and deliver an exceptional customer experience. It combines sales automation, visitor tracking, intelligent chat bots, customer service, project management, email marketing, social media, customer surveys, built-in AI, and unified analytics—all on one platform.

Average Rating: 4.4/5.0

Total Reviews: 130

How Do G2 Users Rate Zoho CRM Plus?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.3/10 (Category avg: 8.7/10)
  • Employee Structure: 7.8/10 (Category avg: 8.6/10)
  • Dashboards: 8.6/10 (Category avg: 8.9/10)

Who Is the Company Behind Zoho CRM Plus?

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

Who Uses This Product?

  • Who Uses This: Data Analyst
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 55% Small, 36% Medium

What Do G2 Reviewers Say About Zoho CRM Plus?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Zoho CRM Plus, seamlessly integrating sales, marketing, and support for efficiency.
  • Users appreciate the efficiency of Zoho CRM Plus, benefiting from centralized information that streamlines their workflow and team collaboration.
  • Users appreciate the unified platform of Zoho CRM Plus, seamlessly integrating all customer engagement functions for enhanced productivity.
  • Users appreciate the automation features of Zoho CRM Plus, enhancing efficiency and connecting sales, marketing, and support seamlessly.
  • Users value the seamless integration of Zoho CRM Plus, enabling enhanced collaboration and streamlining of operations across teams.
Cons
  • Users experience a steep learning curve with Zoho CRM Plus, requiring time and training to fully utilize its features.
  • Users often find the experience overwhelming due to the multitude of features and the steep learning curve.
  • Users find the interface not intuitive, making initial setup and feature navigation a challenging experience.
  • Users note a limited customization option in lower tiers, making advanced features less accessible for budget-minded users.
  • Users find Zoho CRM Plus to have a overwhelming interface, making it challenging for new users to navigate effectively.

What Are Recent G2 Reviews of Zoho CRM Plus?

What Are G2 Users Discussing About Zoho CRM Plus?

Freshsales

Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities.

Average Rating: 4.5/5.0

Total Reviews: 1,200

How Do G2 Users Rate Freshsales?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.5/10 (Category avg: 8.7/10)
  • Employee Structure: 8.4/10 (Category avg: 8.6/10)
  • Dashboards: 8.6/10 (Category avg: 8.9/10)

Who Is the Company Behind Freshsales?

  • Seller: Freshworks
  • Year Founded: 2010
  • HQ Location: San Mateo, CA
  • Twitter: @FreshworksInc
    19,020 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    7,783 employees on LinkedIn®
  • Ownership: NASDAQ: FRSH

Who Uses This Product?

  • Who Uses This: CEO, Business Development Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 68% Small, 27% Medium

What Do G2 Reviewers Say About Freshsales?

AI-generated summary from verified user reviews

Pros
  • Users find Freshsales to be easy to use and intuitive, enhancing their daily call management and email processes.
  • Users love the user-friendly interface and abundant features of Freshsales, enjoying seamless integration and support.
  • Users value the ease of use of Freshsales, appreciating its intuitive design and quick onboarding for beginners.
  • Users highlight the exceptional customer support from Freshsales, always available and providing valuable assistance effectively.
  • Users find Freshsales intuitive and easy to use, with seamless integrations and helpful support enhancing their experience.
Cons
  • Users find the missing management features in Freshsales hinder effective lead handling and overall usability.
  • Users find Freshsales has limited features, which complicates usage and requires additional tools for full functionality.
  • Users note the limitations in templates and automation, making Freshsales less versatile compared to competitors.
  • Users struggle with the learning curve of Freshsales, citing frustrations with reports and navigation complexity.
  • Users face limitations in customization, impacting their ability to create desired reports and modules effectively.

What Are Recent G2 Reviews of Freshsales?

What Are G2 Users Discussing About Freshsales?

Varicent

Varicent helps enterprise leaders make revenue teams perform the way they're meant to. Our industry-leading sales performance management platform is designed for complex enterprise environments, where even the best plans can lose momentum when strategy and execution fall out of sync. By connecting sales planning, incentive compensation management, and performance management into one advanced, AI-native system, we help companies realize even their most ambitious revenue goals. The result is a unified revenue engine that drives meaningful, measurable performance, so teams can set bigger goals and exceed them.

Average Rating: 4.5/5.0

Total Reviews: 615

How Do G2 Users Rate Varicent?

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

Who Is the Company Behind Varicent?

  • Seller: Varicent
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Toronto, Ontario
  • Twitter: @ThisIsVaricent
    151 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    673 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Business Systems Analyst
  • Top Industries: Financial Services, Banking
  • Company Size: 67% Large, 24% Medium

What Do G2 Reviewers Say About Varicent?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the flexibility of Varicent, enjoying an easy-to-use interface and self-service capabilities for real-time operations.
  • Users appreciate the exceptional customer support from Varicent, highlighting responsiveness and willingness to adapt based on feedback.
  • Users find Varicent to be beginner-friendly, appreciating its easy configuration and seamless integration with other tools.
  • Users appreciate the efficiency of Varicent, enabling automation and clear insights into incentive compensation processes.
  • Users appreciate the enhanced reporting capabilities of Varicent, simplifying inquiry processes and improving revenue transparency.
Cons
  • Users find it complex to navigate Varicent, struggling with setup and tool integration challenges.
  • Users experience slow performance with Varicent, especially after the upgrade and when using webforms.
  • Users highlight the implementation difficulty with Varicent, citing the need for improved training and navigation support.
  • Users experience slow loading times with Varicent, especially after the transition to the cloud, impacting efficiency.
  • Users experience setup difficulties with Varicent, often requiring technical expertise and vendor support for initial implementation.

What Are Recent G2 Reviews of Varicent?

Outreach

Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, and Verizon to name a few. To learn more, please visit www.outreach.io.

Average Rating: 4.3/5.0

Total Reviews: 3,594

How Do G2 Users Rate Outreach?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.6/10 (Category avg: 8.7/10)
  • Employee Structure: 8.4/10 (Category avg: 8.6/10)
  • Dashboards: 8.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Outreach?

  • Seller: Outreach
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Seattle, WA
  • Twitter: @outreach_io
    7,689 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5,190 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: 59% Medium, 22% Large

What Do G2 Reviewers Say About Outreach?

AI-generated summary from verified user reviews

Pros
  • Users find Outreach to be easy to use, simplifying follow-ups and enhancing tracking capabilities for contacts.
  • Users value the superior user interface of Outreach, enhancing personalized messaging and efficient pipeline management.
  • Users value the automation and sequencing capabilities of Outreach, enhancing efficiency in prospecting and communications.
  • Users appreciate the ease of organization and follow-ups that Outreach provides, streamlining their outreach efforts effectively.
  • Users find that Outreach offers significant time-saving automation, allowing for efficient engagement and streamlined communication.
Cons
  • Users find a lack of in-depth analytics and automation features in Outreach, impacting email performance and functionality.
  • Users find a steep learning curve with Outreach, making it challenging to fully utilize its features effectively.
  • Users find Outreach difficult to navigate due to its numerous options and experience challenges in managing prospects effectively.
  • Users find the limited customization of Outreach's reporting features to be a significant drawback affecting usability.
  • Users experience poor customer support, facing unresolved issues and a frustrating lack of flexibility with Outreach.

What Are Recent G2 Reviews of Outreach?

Workbooks

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

Average Rating: 4.2/5.0

Total Reviews: 535

How Do G2 Users Rate Workbooks?

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

Who Is the Company Behind Workbooks?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Workbooks?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Workbooks?

What Are G2 Users Discussing About Workbooks?

goodmeetings

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

Average Rating: 4.7/5.0

Total Reviews: 70

How Do G2 Users Rate goodmeetings?

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

Who Is the Company Behind goodmeetings?

Who Uses This Product?

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

What Do G2 Reviewers Say About goodmeetings?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of goodmeetings?

What Are G2 Users Discussing About goodmeetings?

Zynwork

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

Average Rating: 4.7/5.0

Total Reviews: 230

How Do G2 Users Rate Zynwork?

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

Who Is the Company Behind Zynwork?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Zynwork?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Zynwork?

What Are G2 Users Discussing About Zynwork?

Vymo Engage IQ

Vymo is the leading sales engagement platform for financial service institutions to improve sales productivity and engagement effectiveness. The platform solves over 18 deep industry-relevant use cases for frontline personnel, sales managers, and business heads through intelligent nudges and industry playbooks. 65+ global enterprises such as Berkshire Hathaway, BNP Paribas, AIA, Generali, and HDFC Bank have deployed the platform to deliver actionable, objective insights to its executive and their teams. Established in 2013 with offices in the USA, India, Japan, Singapore, & Hong Kong, Vymo is recognized by Gartner® and Forrester as a Representative Vendor for numerous sales technology reports and is funded by Bertelsmann India Investments, Emergence Capital, and Sequoia Capital.

Average Rating: 4.6/5.0

Total Reviews: 149

How Do G2 Users Rate Vymo Engage IQ?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.3/10)

Who Is the Company Behind Vymo Engage IQ?

  • Seller: Vymo
  • Year Founded: 2013
  • HQ Location: Sunnyvale, US
  • Twitter: @TeamVymo
    166 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    317 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Relationship Manager
  • Top Industries: Insurance, Banking
  • Company Size: 69% Large, 18% Small

What Do G2 Reviewers Say About Vymo Engage IQ?

AI-generated summary from verified user reviews

Pros
  • Users praise the excellent lead tracking capabilities of Vymo Engage IQ, enhancing their sales management experience.

What Are Recent G2 Reviews of Vymo Engage IQ?

Xactly

Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com.

Average Rating: 4.2/5.0

Total Reviews: 1,081

How Do G2 Users Rate Xactly?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 7.8/10 (Category avg: 8.7/10)
  • Employee Structure: 8.1/10 (Category avg: 8.6/10)
  • Dashboards: 7.9/10 (Category avg: 8.9/10)

Who Is the Company Behind Xactly?

  • Seller: Xactly
  • Company Website:
  • Year Founded: 2005
  • HQ Location: San Jose, CA
  • Twitter: @Xactly
    21,081 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    898 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, 37% Medium

What Do G2 Reviewers Say About Xactly?

AI-generated summary from verified user reviews

Pros
  • Users find Xactly to be highly intuitive and efficient, simplifying the commission management process effectively.
  • Users value the fast and accurate compensation calculations of Xactly, enhancing tracking and incentive planning.
  • Users value the ease of use and advanced data insights from Xactly, facilitating commission management and team oversight.
  • Users praise Xactly for its intuitive design and user-friendly experience, making navigation and usage straightforward.
  • Users praise the accuracy of Xactly, appreciating quick updates and clear breakdowns of commission payouts.
Cons
  • Users face frustrating slow loading times in Xactly, causing delays in report syncing and hindering productivity.
  • Users find Xactly's navigation unintuitive, with clunky features and a confusing new UI that complicates their experience.
  • Users often find Xactly's poor interface design cumbersome, impacting usability and complicating their experience.
  • Users find Xactly's interface not user-friendly, making navigation and understanding features challenging for newcomers.
  • Users find the insufficient detail in Xactly cumbersome, hindering customization and clarity in revenue tracking.

What Are Recent G2 Reviews of Xactly?

What Are G2 Users Discussing About Xactly?

Fullcast

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

Average Rating: 4.6/5.0

Total Reviews: 461

How Do G2 Users Rate Fullcast?

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

Who Is the Company Behind Fullcast?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Fullcast?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Fullcast?

What Are G2 Users Discussing About Fullcast?

Plecto

Plecto is a real-time dashboard and data visualization platform that combines KPI tracking with gamification features to improve team performance. With Plecto, sales and support teams can visualize their KPIs in real-time, ensuring that all employees stay focused on their targets. The platform transforms traditional analytics into an engaging employee experience that motivates better performance across your organization. Plecto goes beyond typical dashboard visualization by combining it wth engaging gamification and coaching features. With integrations to 150+ of the biggest systems around and places no restrictions on the number of dashboards you can create. This way, you can centralize your data and create a single source of truth for your team's performance. Unlike traditional data visualization tools, Plecto is built for all employees and not just analysts. Plecto's combination of real-time dashboards, gamification and coaching gives organizations a way to not only visualize data but take action on it. Book expert demo now, and discover how Plecto transforms your sales data into actionable insights that drive motivation and results.

Average Rating: 4.2/5.0

Total Reviews: 40

How Do G2 Users Rate Plecto?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 7.8/10 (Category avg: 8.7/10)
  • Employee Structure: 8.0/10 (Category avg: 8.6/10)
  • Dashboards: 9.4/10 (Category avg: 8.9/10)

Who Is the Company Behind Plecto?

  • Seller: Plecto
  • Year Founded: 2012
  • HQ Location: Aarhus, Aarhus
  • Twitter: @getplecto
    338 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Financial Services
  • Company Size: 60% Small, 33% Medium

What Do G2 Reviewers Say About Plecto?

AI-generated summary from verified user reviews

Pros
  • Users find Plecto incredibly easy to use, enjoying its intuitive interface and engaging features like notifications.
  • Users appreciate Plecto for its helpful notifications and comprehensive dashboards that enhance performance tracking and team engagement.
  • Users appreciate the clear data overview and enjoy features like notifications and dashboards for performance tracking.
  • Users enjoy the dynamic dashboards in Plecto, enhancing competition and real-time notifications for sales activities.
  • Users are extremely satisfied with Plecto, appreciating its ability to provide a clear data overview of performance.
Cons
  • Users find the complexity of data integration and unique ID management challenging when using Plecto.
  • Users face data management issues with Plecto, particularly with integrating sources and ensuring unique IDs are matched.
  • Users often face difficult setup challenges, particularly with data source integration and unique ID handling.
  • Users find integration issues challenging, especially when merging data from different sources and using SQL databases.

What Are Recent G2 Reviews of Plecto?

What Are G2 Users Discussing About Plecto?

LevelEleven

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

Average Rating: 4.4/5.0

Total Reviews: 272

How Do G2 Users Rate LevelEleven?

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

Who Is the Company Behind LevelEleven?

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

Who Uses This Product?

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

What Are Recent G2 Reviews of LevelEleven?

What Are G2 Users Discussing About LevelEleven?

Julie Jung
JJ
Researched and written by Julie Jung
Updated