Best Sales Performance Management Software - Page 3

How Many Sales Performance Management Software Products Does G2 Track?

Total Products under this Category: 220

Category Stats (Oct 2026)

  • Average Rating: 4.54/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: PSI Fusion (+3.71%) - Among all products in this category, PSI Fusion recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank Sales Performance Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 120,500+ 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, Agentforce Sales (formerly Salesforce Sales Cloud), Pipedrive, monday CRM, Salesloft, CaptivateIQ, Salesforce Spiff, 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=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=salesloft&focus%5B%5D=captivateiq&focus%5B%5D=salesforce-spiff&focus%5B%5D=quotapath)

Revenue Grid

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

Average Rating: 4.6/5.0

Total Reviews: 591

How Do G2 Users Rate Revenue Grid?

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

Who Is the Company Behind Revenue Grid?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Revenue Grid?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Revenue Grid?

What Are G2 Users Discussing About Revenue Grid?

Ambition

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

Average Rating: 4.6/5.0

Total Reviews: 575

How Do G2 Users Rate Ambition?

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

Who Is the Company Behind Ambition?

  • Seller: Ambition
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Chattanooga, Tennesse
  • Twitter: @AmbitionSales
    2,574 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 find Ambition to be simple and user-friendly, facilitating navigation and real-time tracking of performance metrics.
  • Users find Ambition simple and user-friendly, enhancing navigation and providing tailored suggestions for improved performance.
  • Users praise Ambition for its real-time visibility into sales performance, enhancing motivation and goal alignment effectively.
  • Users value the efficiency of Ambition in streamlining workflows and tracking performance effortlessly, enhancing productivity.
  • Users love the real-time tracking and motivating dashboards of Ambition, which enhance focus and competition in sales.
Cons
  • Users express the need for missing features and modern updates to enhance Ambition's overall functionality and user experience.
  • Users are disappointed by the limited functionality of Ambition, affecting data accuracy and overall user experience.
  • Users face data management issues with Ambition, particularly in data populating and metric accuracy impacting performance insights.
  • Users find the difficult navigation in Ambition frustrating, impacting their ability to create challenges and set goals efficiently.
  • Users find that information overload can make it challenging to fully grasp Ambition's tools and features efficiently.

What Are Recent G2 Reviews of Ambition?

What Are G2 Users Discussing About Ambition?

Avoma

Avoma is the only AI-first Growth Acceleration Platform designed for customer-facing teams at startups and scaleups. By combining AI Meeting Assistance with Conversational Intelligence and Revenue Intelligence, Avoma empowers teams to streamline workflows, enhance customer interactions, and accelerate growth. With Avoma, you can automatically schedule and record meetings, receive full transcripts and AI-generated notes, and sync actionable insights directly to your CRM. Its AI-powered technology helps capture crucial customer information before, during, and after meetings—providing real-time insights and auto-scoring sales and customer calls with AI-powered scorecards. Avoma’s advanced Revenue Intelligence capabilities streamline forecasting and pipeline reviews with deal engagement activity, deal health and risk scores, and automated win/loss analysis. Built to empower both customer-facing reps and leaders, Avoma provides actionable insights at every stage of the customer journey. For more information, visit avoma.com.

Average Rating: 4.6/5.0

Total Reviews: 1,352

How Do G2 Users Rate Avoma?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.8/10 (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 Avoma?

  • Seller: Avoma
  • Year Founded: 2017
  • HQ Location: Palo Alto, California
  • Twitter: @AvomaInc
    391 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    66 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, Account Executive
  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 53% Small, 46% Medium

What Do G2 Reviewers Say About Avoma?

AI-generated summary from verified user reviews

Pros
  • Users find Avoma incredibly helpful for seamless call reviews, accurate transcriptions, and efficient note-taking.
  • Users value the seamless transcription of Avoma, enhancing reliability and simplifying review of sales calls and meetings.
  • Users appreciate the accuracy of transcriptions with Avoma, enhancing efficiency and streamlining their call review process.
  • Users find Avoma provides excellent ease of use with seamless recording, transcription, and streamlined meeting insights.
  • Users value Avoma's AI-powered transcription and summaries, greatly simplifying meeting follow-ups and enhancing team collaboration.
Cons
  • Users experience recording issues with Avoma, including dropped connections and occasional transcription errors affecting usability.
  • Users report occasional AI transcription inaccuracies that can misinterpret voices and affect the overall effectiveness of the tool.
  • Users experience occasional accuracy issues with Avoma's transcriptions, requiring manual corrections to ensure reliability.
  • Users report occasional transcription errors with Avoma, affecting accuracy during meetings with background noise or multiple speakers.
  • Users note inaccurate transcripts from Avoma, leading to occasional misunderstandings and missed insights during meetings.

What Are Recent G2 Reviews of Avoma?

What Are G2 Users Discussing About Avoma?

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Mixmax

Mixmax works inside Gmail so nothing falls through the cracks. Founded in 2014, it's used by people who handle their own outreach — founders, agency owners, recruiters, consultants, fundraisers and small business owners — and by the teams they work with. When you send an email, Mixmax keeps track of it. You can see when someone opens it or clicks a link. If they don't reply, Mixmax reminds you, or sends your next email for you. By default, follow-ups stop the moment the person writes back, so nobody gets another nudge after they've answered. When it's time to talk, they can book a meeting with you in one click, without the back-and-forth. What you can do with Mixmax: • See who opened your email and clicked your links • Get reminded when someone doesn't reply or hasn't opened your email • Send follow-up emails automatically, and stop them when someone replies • Save templates for the emails you write again and again, and share them with your team • Share a booking link, or offer a few times right inside an email • Log emails and meetings to Salesforce and HubSpot without copying and pasting • Get AI help drafting an email when you want it It all happens in the Gmail tab you already have open. There's no separate app to learn, and if you use Salesforce or HubSpot, Mixmax works alongside it instead of replacing it. You can start free, with no credit card. The free plan includes email tracking, reminders, templates and meeting scheduling, with monthly limits. Paid plans raise those limits and let you send automated follow-ups to more people.

Average Rating: 4.6/5.0

Total Reviews: 1,463

How Do G2 Users Rate Mixmax?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.9/10 (Category avg: 8.7/10)
  • Employee Structure: 8.5/10 (Category avg: 8.6/10)
  • Dashboards: 8.8/10 (Category avg: 8.9/10)

Who Is the Company Behind Mixmax?

  • Seller: Mixmax
  • Company Website:
  • Year Founded: 2014
  • HQ Location: San Francisco, CA
  • Twitter: @Mixmax
    4,233 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    138 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 54% Small, 43% Medium

What Do G2 Reviewers Say About Mixmax?

AI-generated summary from verified user reviews

Pros
  • Users love the email tracking features of Mixmax, enabling them to efficiently monitor opens and manage responses.
  • Users love the ease of use of Mixmax, finding scheduling and templates quick and seamless for everyday tasks.
  • Users love Mixmax for its time-saving features, simplifying scheduling and enhancing productivity with automation.
  • Users appreciate the AI assistant features of Mixmax, boosting productivity with helpful templates and drafting for sequences.
  • Users appreciate the email tracking and scheduling features of Mixmax, which enhance efficiency and ensure timely follow-ups.
Cons
  • Users express a desire for additional missing features like an iOS app and enhanced capabilities in the standard version.
  • Users are frustrated by the frequent downtime that disrupts email functionality and limits productivity.
  • Users are disappointed with the limited features available in Mixmax, wishing for more capabilities without an upgrade.
  • Users find Mixmax's features too expensive to access since essential tools are locked behind higher subscription tiers.
  • Users experience a challenging learning curve with Mixmax, finding the onboarding process and campaign sequences overwhelming initially.

What Are Recent G2 Reviews of Mixmax?

What Are G2 Users Discussing About Mixmax?

EasyComp

EasyComp is a modern sales compensation platform built specifically for RevOps and Finance teams who need commissions to be accurate, explainable, and easy to manage—without spreadsheets, manual work, or black-box logic. At its core, EasyComp helps you design, calculate, explain, and pay sales commissions with confidence. Every commission outcome is traceable back to source data, plan rules, and calculations—so you always know exactly how a number was produced. Why EasyComp is different Most compensation tools focus on automation first and clarity second. EasyComp flips that model. EasyComp is built around the idea that commission accuracy and trust matter more than flashy dashboards. Every calculation is transparent, auditable, and defensible—making it easier for RevOps to manage complexity and for Finance to sign off with confidence. Key ways EasyComp stands apart: Fully explainable commissions Every payout comes with a clear breakdown of what data was used, which rules applied, and how the final number was calculated. No guesswork, no hidden logic, no “trust the system.” Designed for real-world comp complexity EasyComp handles ramps, tiers, accelerators, splits, retroactive changes, clawbacks, and mid-period plan changes—without forcing you into rigid templates. RevOps-first control, Finance-grade rigor RevOps teams get flexibility and speed; Finance teams get accuracy, auditability, and consistency. EasyComp is designed to satisfy both—without compromise. Fewer disputes, faster close When reps can clearly see how they were paid, disputes drop dramatically. That means less back-and-forth, faster payroll close, and stronger trust across the org. Why RevOps and Finance teams choose EasyComp RevOps teams use EasyComp to move faster without breaking trust—launching and adjusting comp plans without creating downstream chaos. Finance teams use EasyComp to reduce risk, ensure payouts match policy, and maintain clean audit trails. Instead of spending cycles reconciling spreadsheets or explaining opaque numbers, teams using EasyComp can focus on what matters: scaling the business with confidence. In short EasyComp isn’t just a commission calculator—it’s a system of record for sales compensation. If your organization values accuracy, clarity, and control—and you want a compensation platform that both RevOps and Finance can stand behind—EasyComp is built for you.

Average Rating: 5.0/5.0

Total Reviews: 20

How Do G2 Users Rate EasyComp?

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

Who Is the Company Behind EasyComp?

  • Seller: EasyComp
  • Company Website:
  • Year Founded: 2024
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 65% Medium, 30% Small

What Do G2 Reviewers Say About EasyComp?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of EasyComp, highlighting its intuitive design and quick implementation process.
  • Users value the implementation ease of EasyComp, appreciating its quick setup and seamless integration with existing systems.
  • Users commend EasyComp's efficient compensation management, highlighting quick implementation and clarity in payout calculations.
  • Users value the exceptional customer support from EasyComp, noting their responsiveness and helpfulness during integration.
  • Users value the seamless integrations of EasyComp, enhancing commission tracking and CRM collaboration effortlessly.
Cons
  • Users note the missing features in EasyComp, indicating a need for further development and comprehensive capabilities.
  • Users find that the admin issues in EasyComp limit their autonomy and control over the platform.
  • Users find the export limitations of EasyComp inconvenient, requiring manual processes for payroll data handling.
  • Users find EasyComp's limited features restrictive, as many essential modules are still under development.
  • Users find the overwhelming experience with EasyComp due to its lack of full self-service functionality.

What Are Recent G2 Reviews of EasyComp?

Revenue.io

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: 571

How Do G2 Users Rate Revenue.io?

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

Who Is the Company Behind Revenue.io?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Revenue.io?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Revenue.io?

What Are G2 Users Discussing About Revenue.io?

Nutshell

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

Average Rating: 4.3/5.0

Total Reviews: 1,432

How Do G2 Users Rate Nutshell?

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

Who Is the Company Behind Nutshell?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Nutshell?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Nutshell?

Vena

Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more.

Average Rating: 4.5/5.0

Total Reviews: 475

How Do G2 Users Rate Vena?

  • 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: 9.2/10 (Category avg: 8.6/10)
  • Dashboards: 9.2/10 (Category avg: 8.9/10)

Who Is the Company Behind Vena?

  • Seller: Vena Solutions
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Toronto
  • Twitter: @venasolutions
    1,347 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    706 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 64% Medium, 20% Large

What Do G2 Reviewers Say About Vena?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Vena, making file creation and reporting straightforward even for Excel novices.
  • Users appreciate the seamless Excel integration of Vena, enhancing ease of use and reducing IT management needs.
  • Users appreciate Vena for its single source of truth, enabling efficient management of budgets and forecasts.
  • Users appreciate the intuitive and user-friendly interface of Vena, making finance management straightforward and accessible.
  • Users commend Vena for its effective reporting capabilities, enhancing financial planning with seamless Excel integration and support.
Cons
  • Users find the learning difficulty significant, especially when adjusting to advanced features and troubleshooting formulas.
  • Users find the learning curve challenging, making initial setup and mastery of Vena somewhat overwhelming.
  • Users find Vena has a steep learning curve, making initial setup and understanding challenging for newcomers.
  • Users find the difficult learning curve of Vena challenging, especially for new users and complex setups.
  • Users face slow loading times with Vena, especially when handling large templates and complex data.

What Are Recent G2 Reviews of Vena?

Ring.io

Ring.io is a sales engagement platform that is all about bringing your prospects closer to your sales reps. Ring.io uses carefully picked, data-backed, high-engagement channels that let you reach your prospects and not hear crickets: SMS/MMS, email, phone, and video for sales. It's an all-in-one platform and, by leveraging integration with your CRM, you can finally focus on selling and forget about chasing another magic software to add to your toolbox. Ring.io helps you build sequences, making them data-driven and non-linear. Fancy way of saying that your selling process now dynamically adapts to the changes, be that your CRM data, manual input, or signals detected by Ring.io - you get more deals closed, faster.

Average Rating: 4.5/5.0

Total Reviews: 62

How Do G2 Users Rate Ring.io?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 9.8/10 (Category avg: 8.7/10)
  • Employee Structure: 10.0/10 (Category avg: 8.6/10)
  • Dashboards: 9.8/10 (Category avg: 8.9/10)

Who Is the Company Behind Ring.io?

  • Seller: Ring.io
  • Year Founded: 2009
  • HQ Location: Herndon, VA
  • Twitter: @ringIO
    907 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 73% Small, 23% Medium

What Do G2 Reviewers Say About Ring.io?

AI-generated summary from verified user reviews

Pros
  • Users find Ring.io's ease of use exceptional, simplifying high-volume calling and CRM integration effortlessly.
  • Users value the helpful admin tools and call recording features of Ring.io, enhancing their sales efforts.
  • Users appreciate the easy integrations of Ring.io, seamlessly connecting with their CRM for a streamlined experience.
  • Users appreciate the seamless CRM integration of Ring.io, simplifying caller management and enhancing productivity.
  • Users appreciate the seamless CRM integration of Ring.io, enhancing their workflow and caller management experience.
Cons
  • Users experience call issues with glitches in the web phone app and message inconsistencies, though fixes are prompt.
  • Users are disappointed by missing features, such as texting, photo sharing, and call transcription options.
  • Users encounter software bugs occasionally, including glitches and issues with the power dialer causing duplicates.
  • Users experience glitches and limitations in chat functionality, particularly with sending texts and photos.
  • Users experience occasional glitches and messaging limitations in the Ring.io app, impacting overall usability.

What Are Recent G2 Reviews of Ring.io?

What Are G2 Users Discussing About Ring.io?

Forma.ai

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

Average Rating: 4.7/5.0

Total Reviews: 65

How Do G2 Users Rate Forma.ai?

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

Who Is the Company Behind Forma.ai?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Forma.ai?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Forma.ai?

What Are G2 Users Discussing About Forma.ai?

Backstory

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

Average Rating: 4.5/5.0

Total Reviews: 607

How Do G2 Users Rate Backstory?

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

Who Is the Company Behind Backstory?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Backstory?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Backstory?

What Are G2 Users Discussing About Backstory?

Skynamo Sales Platform

Skynamo is a unified platform that streamlines your entire sales operations. Built specifically for B2B manufacturers, wholesalers, distributors, and importers. It replaces the fragmented mix of WhatsApp threads, spreadsheets, and manual processes with one ERP-connected system that unifies field execution, office workflows, inside sales, and customer self-service. The result? Less admin, fewer errors, faster order cycles, and one source of truth for everyone involved in the sales process. Skynamo Field Sales App (for reps and service teams on the road) Full-colour product catalogue with barcode scanning, works on any device Fully offline-capable for orders, quotes, visit logging, digital signatures, and notes Real-time stock availability, customer-specific pricing, and multi-pack quantities GPS-optimised routes and auto-generated call reports covering visits, time spent, distance, and orders Digital job cards with signatures, photo evidence, and timestamps Generate quotes on parts or repairs instantly, on site End-to-end installation support: quotes, signatures, warranty documents, and training logs Order AI that converts WhatsApp messages, PDFs, and spreadsheets into orders with no retyping needed Skynamo Web App (for managers and office teams) Live dashboards and real-time reports tracking activity, performance, targets, and forecasts Centralised customer history with dynamic forms, email integration, and visit images Territory and route optimisation controls API and integrations for ERP, accounting, and BI tools Enterprise-grade service included ISO-certified security Onboarding and training through the Skynamo Academy A dedicated integrations team with over 700 successful ERP, inventory, and accounting integrations completed Ongoing support from real people, no bots, and no hidden fees Latest features Order AI: Converts messages, documents, and spreadsheets into orders automatically Skynamo RADAR: Deep analytics on products, stock, and customer behaviour, including RFM scoring and team targets Profit Margins and Multi-pack Pricing: Margin visibility per order line, with full multi-pack denomination support Enhanced Mobile Experience: Catalogue view, barcode scanner, richer order interface, image uploads, and improved customer merge on iOS and Android Email Sync and Custom Reporting API: Integrated email timelines and BI-grade data retrieval

Average Rating: 4.6/5.0

Total Reviews: 176

How Do G2 Users Rate Skynamo Sales Platform?

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

Who Is the Company Behind Skynamo Sales Platform?

Who Uses This Product?

  • Who Uses This: General Manager, Sales Manager
  • Top Industries: Wholesale, Retail
  • Company Size: 70% Small, 27% Medium

What Do G2 Reviewers Say About Skynamo Sales Platform?

AI-generated summary from verified user reviews

Pros
  • Users praise the exceptional customer support from Skynamo, highlighting quick responses and dedicated assistance from the team.
  • Users find Skynamo Sales Platform extremely easy to use, providing instant access to essential sales information and support.
  • Users find Skynamo's ease of use and responsive support invaluable for efficient sales operations and customer assistance.
  • Users value the easy integrations of Skynamo, enhancing billing and providing seamless connectivity with other systems.
  • Users value the easy integration of Skynamo Sales Platform, enhancing management oversight and user support globally.
Cons
  • Users face data management issues that hinder meaningful results and complicate new user setup on Skynamo Sales Platform.
  • Users find it frustrating that sales issues hinder meaningful data insights and limit tracking of individual sales performance.
  • Users often experience communication issues with Skynamo, particularly regarding new user setup and welcoming links.
  • Users experience connectivity issues that delay data syncing in low signal areas, impacting timing accuracy.
  • Users find that data issues require effort in maintaining clean data for meaningful results in Skynamo.

What Are Recent G2 Reviews of Skynamo Sales Platform?

What Are G2 Users Discussing About Skynamo Sales Platform?

Centrical

Centrical is the Workforce Orchestration System for the hybrid frontline, where people and AI agents play as one team. Across sales, service, and operations, Centrical turns business goals into adaptive performance programs, building and running the KPIs, learning, coaching, simulations, and challenges needed to turn strategy into frontline behavior, and behavior into outcomes. The system connects these in one continuous loop, adjusting as performance and behavior change so organizations move from strategy to execution faster, while people remain in control of the decisions and judgment that matter. Founded in 2013, Centrical serves Fortune 500 enterprises across 150 countries and 60 languages, with offices in New York, Tel Aviv, and London. Customers include adidas, DHL, Deutsche Telekom, IHG, and two top-five U.S. banks. Centrical is recognized as a leader in Workforce Engagement Management by Frost & Sullivan and QKS Group. For more information, visit www.centrical.com.

Average Rating: 4.6/5.0

Total Reviews: 123

How Do G2 Users Rate Centrical?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 9.2/10 (Category avg: 8.7/10)
  • Employee Structure: 9.1/10 (Category avg: 8.6/10)
  • Dashboards: 9.1/10 (Category avg: 8.9/10)

Who Is the Company Behind Centrical?

  • Seller: Centrical
  • Company Website:
  • Year Founded: 2013
  • HQ Location: New York, US
  • Twitter: @centrical
    485 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    106 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Recruiter
  • Top Industries: Consumer Services, Outsourcing/Offshoring
  • Company Size: 50% Large, 46% Medium

What Do G2 Reviewers Say About Centrical?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the gamification feature of Centrical, which effectively engages and motivates employees for better performance.
  • Users appreciate the gamification feature of Centrical, noting its engaging impact on employee motivation and performance.
  • Users appreciate the gamification features of Centrical, significantly enhancing employee engagement and motivation.
  • Users love the gamified features of Centrical, which enhance engagement and motivate employees effectively.
  • Users highly value the gamification feature of Centrical, which promotes engagement and motivation for employees.
Cons
  • Users find limited customization frustrating, especially for reports and user updates, hindering their overall experience.
  • Users experience a steep learning curve with Centrical due to its complexity and sometimes slow software interaction.
  • Users find it disappointing that there are missing features like customizable reports and avatar shop access.
  • Users find the reporting issues in Centrical frustrating, with static features limiting data analysis and updates taking too long.
  • Users struggle with data management issues in Centrical, facing static reports and delayed username updates impacting their workflow.

What Are Recent G2 Reviews of Centrical?

What Are G2 Users Discussing About Centrical?

Zime

Behavioral AI for Sales Execution - the judgment your in-house GTM AI is missing. Zime gives your GTM agents the Behavioral Graph they're missing, a governed model that maps complex, evolving CRO strategy into the right behavior, for the right role, in the right selling situation. It combines four inputs into context-specific Deal Motions: → Forward-looking CRO strategy → Customer-owned context and field evidence → Tribal knowledge from the field → Zime's experience across 500+ GTM behaviors Your agents become more accurate. Your reps get guidance they trust and adopt. Your engineers stop rebuilding the same judgment layer. Behavioral AI for Sales Execution. https://zime.ai/

Average Rating: 4.7/5.0

Total Reviews: 38

How Do G2 Users Rate Zime?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Zime?

  • Seller: Zime
  • Year Founded: 2023
  • HQ Location: San Jose, California, US
  • Twitter: @zimeai
    14 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    40 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Medium, 32% Large

What Do G2 Reviewers Say About Zime?

AI-generated summary from verified user reviews

Pros
  • Users find Zime's interface to offer ease of use, making sales playbooks accessible and improving communication consistency.
  • Users find Zime to be incredibly helpful for consolidating sales playbooks and maintaining consistent communication.
  • Users find Zime excellent for organization, making sales playbooks easy to digest and enhancing team communication.
  • Users value the sales improvement from Zime, enabling consistent communication and effective sales playbook delivery.
Cons
  • Users find the lack of real-time coaching features in Zime hinders support during complex selling situations.

What Are Recent G2 Reviews of Zime?

SPOTIO

SPOTIO is the field sales execution platform for revenue-driven teams — turning field activity into reliable forecasts, lower cost of sales, and predictable revenue growth. Headquartered in Dallas, Texas, SPOTIO is rated 4.5/5 by 380+ field sales professionals on G2 and is trusted by teams from small business to enterprise across telecom, home services, home improvement, roofing, medical, insurance, distribution, and more. Core capabilities include territory mapping, route optimization, lead prospecting, multi-channel Autoplays, activity tracking, and CRM sync with Salesforce and HubSpot — all purpose-built for field sales, not inside sales. NBA (Next Best Action), SPOTIO's AI sales optimization engine, gives revenue leaders a predictive view of pipeline health across every territory while Value Scores and AI-recommended actions replace gut-feel prioritization with a consistent, measurable system. DASH, SPOTIO's AI co-pilot, preps reps before every visit, updates records by voice or photo from the field, and drafts follow-ups — with human approval on every change, so your CRM finally reflects what happened today. Where field execution is invisible, revenue is unpredictable. SPOTIO gives sales and revenue leaders real-time visibility into rep activity, territory coverage, and pipeline health — from the field to the forecast — so you can eliminate the guesswork. Customers have driven results like 23% revenue growth and 14 hours saved per rep, per week.

Average Rating: 4.5/5.0

Total Reviews: 397

How Do G2 Users Rate SPOTIO?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.3/10)
  • Third-Party Integrations: 8.2/10 (Category avg: 8.7/10)
  • Employee Structure: 8.3/10 (Category avg: 8.6/10)
  • Dashboards: 8.5/10 (Category avg: 8.9/10)

Who Is the Company Behind SPOTIO?

  • Seller: SPOTIO
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Addison, Texas
  • Twitter: @getspotio
    4,168 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    70 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Manager, Sales rep
  • Top Industries: Construction, Renewables & Environment
  • Company Size: 58% Small, 36% Medium

What Do G2 Reviewers Say About SPOTIO?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SPOTIO, highlighting its intuitive navigation and efficient tracking features.
  • Users find SPOTIO's tracking ease exceptional, streamlining their workflow and keeping them organized effortlessly.
  • Users value SPOTIO for its efficient lead management, enhancing productivity and streamlining sales processes effortlessly.
  • Users find SPOTIO very helpful for enhancing sales productivity with easy data entry and seamless lead generation.
  • Users value the easy lead generation features of SPOTIO, enhancing productivity and ensuring accurate sales insights.
Cons
  • Users face call issues with Spotio, including missed connections and being flagged as spam, impacting outreach effectiveness.
  • Users face connectivity issues with SPOTIO, which hinder data synchronization and disrupt overall usability.
  • Users face login issues like account suspension after inactivity, causing frustration and limiting access to their data.
  • Users find the complexity of territory planning in SPOTIO overwhelming and challenging without a stable internet connection.
  • Users find SPOTIO to be expensive, with concerns about value for money and challenging renewals.

What Are Recent G2 Reviews of SPOTIO?

What Are G2 Users Discussing About SPOTIO?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 1, 2025